Western Conference Of Teamsters Pension Plan
Sponsored by Western Conference Of Teamsters Pension Trust Fund Board Of Trustees · EIN 916145047 · Plan #001 · Seattle, WA
- Total assets
- $56.4B
- Net assets
- $55.8B
- Active participants
- 231,353
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 97% | 2024 |
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
| Camden Asset Management L P CRD 106772 | deterministic · 100% | 2024 |
| Forest Investment Associates L.P. CRD 110163 | deterministic · 100% | 2024 |
| White Oak Global Advisors, Llc CRD 149659 | deterministic · 100% | 2024 |
| Oaktree Capital Management, L.P. CRD 106793 | fuzzy_auto · 97% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| North Pier Fiduciary Management, Llc CRD 148128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Administrators Inc | Claims processing, Recordkeeping, Direct payment from the plan | $86,336,155 |
| Prudential Insurance Co | Contract administrator, Investment management fees (direct), Investment management | $32,491,179 |
| Pgim Inc | Investment management, Investment management fees (direct) | $13,284,701 |
| Alan D Biller & Associates Inc | Investment advisory (plan), Direct payment from the plan | $11,110,604 |
| Ubs Realty Investors Llc | Investment management fees (direct), Investment management | $7,479,551 |
| Camden Asset Management Lp | Investment management fees (direct), Soft dollars commissions, Investment management | $6,525,000 |
| Forest Investment Associates Lp | Investment management, Investment management fees (direct) | $4,929,892 |
| Manulife Inv Mgmt Timber & Ag | Investment management fees (direct), Investment management | $3,425,075 |
| Oracle America Inc | Consulting (general), Direct payment from the plan | $3,333,813 |
| Trucker Huss Apc | Legal, Direct payment from the plan | $2,061,800 |
| White Oak Global Advisors Llc | Investment management fees (direct), Investment management | $1,734,097 |
| Goldman Sachs & Co | Direct payment from the plan, Securities brokerage | $1,570,906 |
| Jp Morgan Clearing Corp | Direct payment from the plan, Securities brokerage | $1,098,876 |
| Reid Ballew & Leahy Llp | Legal, Direct payment from the plan | $790,098 |
| The Bank Of New York Mellon | Custodial (securities), Direct payment from the plan | $724,812 |
| Milliman Inc | Actuarial, Consulting (pension), Direct payment from the plan | $706,979 |
| Osi Digital Inc | Other services, Direct payment from the plan | $631,653 |
| Citigroup Global Markets Inc | Direct payment from the plan, Securities brokerage | $604,824 |
| Withumsmith+Brown Pc | Direct payment from the plan, Accounting | $592,976 |
| Transamerica Premier Life Insurance | Investment management, Investment management fees (direct) | $533,370 |
| Pf Schmidt Consulting Llc | Consulting (general), Direct payment from the plan | $482,160 |
| Chuck Mack & Assoc Co Chair Comp | Trustee (individual), Direct payment from the plan | $413,121 |
| The Union Labor Life Insurance Co | Investment management fees (indirect), Other investment fees and expenses, Investment management | $354,961 |
| Rick Porter Consulting Cochair Comp | Trustee (individual), Direct payment from the plan | $335,208 |
| Blackrock Institutional Trust Co | Investment management fees (direct), Investment management, Other investment fees and expenses | $278,733 |
| Law Office Of Jeff Minzel Pllc | Legal, Direct payment from the plan | $265,305 |
| Rbc Capital Markets Llc | Securities brokerage, Direct payment from the plan | $242,493 |
| Chuck Mack & Assoc Cochr Off Exp | Direct payment from the plan, Consulting (pension) | $229,823 |
| Abracadabra Printing Inc | Direct payment from the plan, Copying and duplicating | $201,589 |
| Pm Packaging | Other services, Direct payment from the plan | $188,279 |
| Barclays Capital Inc | Direct payment from the plan, Securities brokerage | $163,636 |
| Arrowstreet Capital Lp | Investment management fees (direct), Investment management | $148,972 |
| Solid Object Software Llc | Direct payment from the plan, Recordkeeping | $128,350 |
| Rick Porter Consulting Cochr Of Exp | Trustee (individual), Consulting (pension) | $117,705 |
| Bank Of America Corp Nc | Direct payment from the plan, Securities brokerage | $116,620 |
| Oaktree Capital Management Lp | Investment management fees (direct), Investment management fees (indirect), Investment management | $110,683 |
| Covington & Burling Llp | Legal, Direct payment from the plan | $105,428 |
| Morgan Stanley & Co Inc Ny | Securities brokerage, Direct payment from the plan | $95,794 |
| Image Access Corp | Direct payment from the plan, Consulting (general) | $87,332 |
| Lexisnexis Risk Solutions Fl Inc | Direct payment from the plan, Other services | $86,994 |
| Robert F May Company | Direct payment from the plan, Other services | $85,800 |
| Loomis Sayles & Company Lp | Investment management, Investment management fees (direct) | $83,497 |
| Dell Marketing Lp | Direct payment from the plan, Other services | $70,053 |
| Insight Direct Usa Inc | Direct payment from the plan, Other services | $67,725 |
| Jp Morgan Securities | Direct payment from the plan, Securities brokerage | $59,523 |
| Bny Mellon | Investment management fees (direct), Investment management | $57,245 |
| Wells Fargo Bank Na | Other services, Direct payment from the plan | $55,136 |
| Jefferies & Co Inc | Direct payment from the plan, Securities brokerage | $49,155 |
| Stratify Inc | Direct payment from the plan, Other services | $45,901 |
| Rick E Porter | Trustee (individual), Direct payment from the plan | $39,447 |
| Wellington Management Company Llp | Investment management fees (direct), Investment management, Soft dollars commissions | $35,834 |
| Invesco Trust Company | Investment management, Investment management fees (direct) | $29,327 |
| Jeff A Carlsen | Trustee (individual), Direct payment from the plan | $25,763 |
| Robert L Hutchison | Direct payment from the plan, Trustee (individual) | $23,572 |
| North Pier Fiduciary Management Llc | Investment advisory (plan), Direct payment from the plan | $22,000 |
| West Publishing Corporation | Other services, Direct payment from the plan | $20,850 |
| Morgan Stanley And Co Llc Ny | Securities brokerage, Direct payment from the plan | $20,091 |
| Jason Rabinowitz | Trustee (individual), Direct payment from the plan | $14,663 |
| Darin Torosian | Trustee (individual), Direct payment from the plan | $14,088 |
| Joseph F Hodge | Trustee (individual), Direct payment from the plan | $13,754 |
| Chris Langan | Trustee (individual), Direct payment from the plan | $13,156 |
| Robert E Wrightson | Trustee (individual), Direct payment from the plan | $12,879 |
| Rick Hicks | Trustee (individual), Direct payment from the plan | $12,875 |
| Andrew Sweet | Trustee (individual), Direct payment from the plan | $11,918 |
| Language Line Services Inc | Direct payment from the plan, Other services | $11,723 |
| Beeson Tayer & Bodine Apc | Legal, Direct payment from the plan | $11,465 |
| Mizuho Securities Usa Inc New York | Securities brokerage, Direct payment from the plan | $11,437 |
| Wells Fargo Securities Llc | Direct payment from the plan, Securities brokerage | $11,052 |
| Samantha Kantak | Trustee (individual), Direct payment from the plan | $10,945 |
| John Bouchard | Trustee (individual), Direct payment from the plan | $10,517 |
| Robert Lindsay Marshall | Trustee (individual), Direct payment from the plan | $10,231 |
| Keybanc Capital Markets | Direct payment from the plan, Securities brokerage | $10,093 |
| James R Ham | Trustee (individual), Direct payment from the plan | $9,867 |
| Spencer Hogue | Trustee (individual), Direct payment from the plan | $9,762 |
| Veritas Technologies Llc | Direct payment from the plan, Other services | $9,552 |
| Thomas Vincze Media | Other services, Direct payment from the plan | $9,200 |
| Softchoice Corp | Direct payment from the plan, Other services | $9,000 |
| Glacier Stenographic Reporters Inc | Other services, Direct payment from the plan | $8,793 |
| Keefe Bruyette & Woods Inc New York | Direct payment from the plan, Securities brokerage | $8,454 |
| Kaye Smith Enterprises Inc | Copying and duplicating, Direct payment from the plan | $8,341 |
| Lourdes Garcia | Trustee (individual), Direct payment from the plan | $8,274 |
| Ubs Securities Llc | Direct payment from the plan, Securities brokerage | $8,162 |
| Btig Llc | Direct payment from the plan, Securities brokerage | $7,913 |
| Brent R Bohn | Direct payment from the plan, Trustee (individual) | $7,895 |
| Docusign Inc | Other services, Direct payment from the plan | $7,505 |
| Eric Gouldsberry Art Direction | Direct payment from the plan, Other services | $7,269 |
| Bernstein Sanford & Co | Securities brokerage, Direct payment from the plan | $6,820 |
| Mark Davison | Trustee (individual), Direct payment from the plan | $5,643 |
| Copyfree Technology Inc | Other services, Direct payment from the plan | $5,446 |
| S & A Horn Limited | Direct payment from the plan, Insurance brokerage commissions, Other services | $181 |
| Centerbridge Advisors Iii Llc | Investment management fees (indirect) | $0 |
| Aea Investors Lp | Investment management fees (indirect) | $0 |
| Centerbridge Associates Iv Lp | Investment management fees (indirect) | $0 |
| Audax Management Company Llc | Investment management fees (indirect) | $0 |
| Unigestion Us Ltd | Investment management fees (indirect) | $0 |
| Jp Morgan Investment Management Inc | Investment management fees (indirect) | $0 |
| Dawson Partners Inc | Investment management fees (indirect) | $0 |
| Blackstone Alt Credit Advisors Lp | Investment management fees (indirect) | $0 |
| Lone Star Partners Ix Lp | Investment management fees (indirect) | $0 |
| Silver Lake Alpine Mgmt Co Ii Llc | Investment management fees (indirect) | $0 |
| Centerbridge Advisors Iv Llc | Investment management fees (indirect) | $0 |
| Windjammer Management Partners Lp | Investment management fees (indirect) | $0 |
| Alcentra Ltd | Investment management fees (indirect) | $0 |
| Thoma Bravo Credit Partners Ii Lp | Investment management fees (indirect) | $0 |
| Trilantic Capital Management Lp | Investment management fees (indirect) | $0 |
| Onex Partners V Gp Lp | Investment management fees (indirect) | $0 |
| Owl Rock Diversified Advisors Llc | Investment management fees (indirect) | $0 |
| Mc Credit Associates Lp | Investment management fees (indirect) | $0 |
| Mc Credit Partners Lp | Investment management fees (indirect) | $0 |
| Waterfall Asset Management Llc | Investment management fees (indirect) | $0 |
| Greenbriar Slp Iv Lp | Investment management fees (indirect) | $0 |
| Audax Mezzanine Business V Lp | Investment management fees (indirect) | $0 |
| Grosvenor Capital Management Lp | Investment management fees (indirect) | $0 |
| Windjammer Capital Investors V Lp | Investment management fees (indirect) | $0 |
| Freeman Spogli Management Co Lp | Investment management fees (indirect) | $0 |
| Dawson Partners 5 Gp Inc | Investment management fees (indirect) | $0 |
| Greenbriar Equity Capital Iv Lp | Investment management fees (indirect) | $0 |
| Audax Private Equity Business Vii | Investment management fees (indirect) | $0 |
| Greenbriar Equity Capital Vi Lp | Investment management fees (indirect) | $0 |
| Wp Global Partners Inc | Investment management fees (indirect) | $0 |
| Aea Investors Partners Vii Lp | Investment management fees (indirect) | $0 |
| Audax Private Equity Business V Lp | Investment management fees (indirect) | $0 |
| Pe Global Llc | Investment management fees (indirect) | $0 |
| Partners Group Cayman Management Ii | Investment management fees (indirect) | $0 |
| Greenbriar Equity Capital Iii Lp | Investment management fees (indirect) | $0 |
| Pantheon Ventures Us Lp | Investment management fees (indirect) | $0 |
| Acoya Invest Limited | Investment management fees (indirect) | $0 |
| Monarch Alternative Capital Lp | Investment management fees (indirect) | $0 |
| Kps Investors V Lp | Investment management fees (indirect) | $0 |
| Eig Global Private Debt Fund Gp Llc | Investment management fees (indirect) | $0 |
| Dawson Partners Associates 5 Lp | Investment management fees (indirect) | $0 |
| Ayoca Ag | Investment management fees (indirect) | $0 |
| Genstar Capital Xi Lp | Investment management fees (indirect) | $0 |
| Wp Corealpha Gp Vi Llc | Investment management fees (indirect) | $0 |
| Ta Associates Management Lp | Investment management fees (indirect) | $0 |
| Partners Group Usa Inc | Investment management fees (indirect) | $0 |
| Sentinel Capital Partners Llc | Investment management fees (indirect) | $0 |
| Goldpoint Ptns Sel Mgr Iv Genpar Lp | Investment management fees (indirect) | $0 |
| Md Sass Investors Services Inc | Investment management fees (indirect) | $0 |
| Apogem Capital Llc | Investment management fees (indirect) | $0 |
| Lone Star Global Acquisitions Ltd | Investment management fees (indirect) | $0 |
| Alcentra Edl | Investment management fees (indirect) | $0 |
| Enervest Ltd | Investment management fees (indirect) | $0 |
| General Atlantic Gp 2017 Llc | Investment management fees (indirect) | $0 |
| Clearlake Capital Mgmt Opp Iii Lp | Investment management fees (indirect) | $0 |
| Ubs Intl Infrastructure Fd Gp Cay | Investment management fees (indirect) | $0 |
| Omi Management Us Limited Partner | Investment management fees (indirect) | $0 |
| Clayton Dubilier & Rice Llc | Investment management fees (indirect) | $0 |
| Gi Gp Vi Lp | Investment management fees (indirect) | $0 |
| Genstar Capital Ix Lp | Investment management fees (indirect) | $0 |
| Lone Star Partners Xi Lp | Investment management fees (indirect) | $0 |
| Tennenbaum Capital Partners Llc | Investment management fees (indirect) | $0 |
| Ares Management Llc | Investment management fees (indirect) | $0 |
| Encap Equity Fund X Gp Lp | Investment management fees (indirect) | $0 |
| Blackstone Infr Advisors Llc | Investment management fees (indirect) | $0 |
| Encap Equity Fund Xi Gp Lp | Investment management fees (indirect) | $0 |
| Ifm Investors Pty Ltd | Investment management fees (indirect) | $0 |
| Thoma Bravo Ugp | Investment management fees (indirect) | $0 |
| Blackstone Infr Associates Lp | Investment management fees (indirect) | $0 |
| Pomona Associates Viii Lp | Investment management fees (indirect) | $0 |
| Paul Miller Consulting | Consulting fees | $0 |
| Landmark Equity Advisors Llc | Investment management fees (indirect) | $0 |
| Goldpoint Pts Sel Mgr Iii Genpar Lp | Investment management fees (indirect) | $0 |
| Trivista Business Group Inc | Consulting fees | $0 |
| Lone Star Res Mort Partners I | Investment management fees (indirect) | $0 |
| Pusa Viii Gp Llc | Investment management fees (indirect) | $0 |
| Crescent Capital Group Lp | Investment management fees (indirect) | $0 |
| Trilantic Capital Ptnrs Assoc V Lp | Investment management fees (indirect) | $0 |
| Wp Corealpha Co Investment Gp Iv Ll | Investment management fees (indirect) | $0 |
| Theodore Liftman Insurance Inc | Insurance brokerage commissions | $0 |
| Pacific Investment Management Co | Investment management fees (indirect) | $0 |
| Dawson Partners Associates 4 Lp | Investment management fees (indirect) | $0 |
| Crescent Mezzanine Vi Llc | Investment management fees (indirect) | $0 |
| Harbourvest Partners Lp | Investment management fees (indirect) | $0 |
| Scmslp Llc | Investment management fees (indirect) | $0 |
| Gi Gp Iv Lp | Investment management fees (indirect) | $0 |
| Eig Credit Management Company Llc | Investment management fees (indirect) | $0 |
| Hudson Advisors Lp | Other investment fees and expenses | $0 |
| Thoma Bravo Advisers Lp | Investment management fees (indirect) | $0 |
| Apax Partners Llp | Investment management fees (indirect) | $0 |
| Harvest Associates Viii Lp | Investment management fees (indirect) | $0 |
| Ta Associates Sdf Iv Gp Lp | Investment management fees (indirect) | $0 |
| Encap Equity Fund Ix Gp Lp | Investment management fees (indirect) | $0 |
| Greenbriar Equity Group Lp | Investment management fees (indirect) | $0 |
| Summit Partners Ge Xi Lp | Investment management fees (indirect) | $0 |
| Innovatus Capital Partners Llc | Investment management fees (indirect) | $0 |
| Greenbriar Slp V Lp | Investment management fees (indirect) | $0 |
| Genstar Capital Viii Lp | Investment management fees (indirect) | $0 |
| Eig Management Company Llc | Investment management fees (indirect) | $0 |
| Insight Venture Management Llc | Investment management fees (indirect) | $0 |
| Ullico Investment Advisors Inc | Investment management fees (indirect) | $0 |
| Harvest Partners Lp | Investment management fees (indirect) | $0 |
| Wp Global Partners Llc | Investment management fees (indirect) | $0 |
| New Mountain Finance Advsrs Bdc Llc | Investment management fees (indirect) | $0 |
| General Atlantic Gp 2021 Llc | Investment management fees (indirect) | $0 |
| Lone Star Partners X Lp | Investment management fees (indirect) | $0 |
| Summit Partners Ge X Lp | Investment management fees (indirect) | $0 |
| Audax Management Company Ny Llc | Investment management fees (indirect) | $0 |
| Gso Capital Opp Associates Iv Lp | Investment management fees (indirect) | $0 |
| Gi Manager Lp | Investment management fees (indirect) | $0 |
| Insight Associates Opportunities I | Investment management fees (indirect) | $0 |
| General Atlantic Service Co Lp | Investment management fees (indirect) | $0 |
| Summit Partners Ge Ix Lp | Investment management fees (indirect) | $0 |
| Audax Credit Opportunities Business | Investment management fees (indirect) | $0 |
| Genstar Capital Partners Llc | Investment management fees (indirect) | $0 |
| Gi Gp V Lp | Investment management fees (indirect) | $0 |