Western Washington Laborers-Employers Pension Plan
Taft-Hartley plan, based in Bothell, Washington, reporting $1.5B in assets, for 20,068 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Walter Scott Ncs appears on Western Washington Laborers-Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers, 5 more managers, 24 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NCS Group Trust - International Fun3 commitments
- Western Asset US Core Plus LLC3 commitments
- Aristotle Collective Investment Tru3 commitments
- Walter Scott Ncs3 commitments
- Western Asset Mgmt Company, LLC3 commitments
- Invesco Trust Company3 commitments
Relationship network
54 connected entities27 observed commitments17 repeat counterparties21 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.1%
- Partnership/joint venture interests 11.1%
- 103-12 investment entities 33.8%
- Common/collective trusts 13.5%
- Pooled separate accounts 4.3%
- Registered investment companies 22.3%
- Common stock 14.5%
Consultants and advisers
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Quest Investment Management, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gryphon Intl Investment Corporation Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Walter Scott Ncs3 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC3 rows, latest Dec 31, 2024
- Invesco Trust Company3 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Invesco Trust Companyplan years 2022
- Western Asset Mgmt Company, LLCplan years 2022
- Aristotleplan years
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedWalter Scott Ncs appears on Western Washington Laborers-Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Walter Scott Ncsaskebsa.dol.gov
- Jan 1, 2024Funded status changedWestern Washington Laborers-Employers Pension Plan funded ratio 110.4% -> 107.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedWestern Washington Laborers-Employers Pension Plan plan assets $1.2B -> $1.4B (+10.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceGryphon Intl Investment Corporation no longer appears on Western Washington Laborers-Employers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Gryphon Intl Investment Corporationaskebsa.dol.gov
- Dec 31, 2023Assets changedWestern Washington Laborers-Employers Pension Plan total assets $1.2B -> $1.4B (+10.3%, 2022-12-31 to 2023-12-31)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NCS Group Trust - International Fun103 12 ie | Walter Scott Ncs | Pooled vehicles | $34.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Western Asset US Core Plus LLC103 12 ie | Western Asset Mgmt Company, LLC | Fixed income | $36.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Invesco Balanced Risk Allocationcollective trust | Invesco Trust Company | Multi-asset | $52.1M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 20,068 | Not disclosed | Not disclosed | n/a | $1.5B | $164M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 19,748 | Not disclosed | Not disclosed | n/a | $1.4B | $145M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 19,301 | Not disclosed | Not disclosed | n/a | $1.2B | $136M | Not disclosed | Not disclosed |
- Washington Capital Management, Inc. codes 28 51 $2.3M PY2024
- Ullico Investment Advisors, Inc. codes 28 51 $775,858 PY2024
- Arrowstreet Capital, LP codes 28 51 $732,422 PY2024
+95 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Western Washington Laborers-Employers Pension Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+6 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+19 connections on the graph
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