Pacific Coast Benefits Trust Fund
Sponsored by Board Of Trustees, Pacific Coast Benefits Trust Fund · EIN 911032878 · Plan #001
- Total assets
- $838M
- Net assets
- $838M
- Active participants
- 49,438
- With balances
- 176,003
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Administrators Inc | Accounting, Contract administrator, Direct payment from the plan | $2,655,920 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $793,091 |
| Allspring Global Investments | Investment management, Investment management fees (direct), Soft dollars commissions | $304,769 |
| Wilmington Trust, Na | Custodial (securities), Investment management, Direct payment from the plan | $167,003 |
| Alan Biller & Associates | Investment advisory (plan), Direct payment from the plan | $97,733 |
| Abracadabra | Copying and duplicating, Direct payment from the plan | $89,278 |
| Wells Fargo Bank | Other services, Direct payment from the plan | $30,629 |
| Reid Mccarthy Ballew & Leahy | Trustee (individual), Direct payment from the plan | $28,471 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $23,500 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Direct payment from the plan | $20,113 |
| Annuities West, Inc. | Consulting (pension), Insurance brokerage commissions | $2,600 |
| Propel Insurance | Insurance agents and brokers, Insurance brokerage commissions | $0 |