Western States Insulators and Allied Workers Indiv pension plans

Western States Insulators and Allied Workers Indiv, Pleasanton, CA. EIN 51-0155190. Annual reports 2009–2024. Also filed as Western States Insulators and; W. States Insulators & Allied Wrkrs Pension Plan; W. States Insulators & Allied Wrkers Pension Fund; W. States Insulators & Allied Workers Pension Fund.

Western States Insulators and Allied Workers Indiv has 2 active retirement plans on file. The largest is the Western States Insulators and Allied Workers Individual Account Plan, with 8,217 participants and $487 million in assets in 2024. Empower has been its recordkeeper since 2021.

Active plans: 2
Participants: 13,955
Plan assets: $978 million
401(k) recordkeeper: Empower
Plans on file: 2
Industry: Construction

All 2 plans

Active plans first

Western States Insulators and Allied Workers Individual Account Plan

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 51-0155190
Participants (2024): 8,217
Net assets (2024): $487 million
Recordkeeper: EmpowerEarlier: MassMutual (2019–2020), Iron Mountain (2017–2018), Mercer (2009–2012)
Plan administrator: Western States Insulators and Allied Workers Indiv
7180 Koll Center Parkway, #200
Pleasanton, CA 94566
(800) 320-0184As filed for 2024
In effect since: August 1, 1982

Earlier sponsors: Western States Insulators and (2009); Western States Insulators and Allied WKR' Individual (2010–2014); Western States Insulators and Allied Workers Individ (2015–2021).

Earlier plan names: Western States Insulators and Allied Workers.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,217	$487 million	Empower
2023	7,755	$443 million	Empower
2022	6,676	$384 million	not listed
2021	6,641	$442 million	Empower
2020	6,512	$391 million	MassMutual
2019	6,386	$347 million	MassMutual
2018	6,104	$290 million	Iron Mountain
2017	5,885	$300 million	Iron Mountain
2016	5,700	$263 million	not listed
2015	5,520	$243 million	not listed
2014	5,386	$248 million	not listed
2013	5,264	$234 million	not listed
2012	5,174	$213 million	Mercer
2011	5,795	$196 million	Mercer
2010	6,032	$196 million	Mercer
2009	6,124	$178 million	Mercer

Western States Insulators and Allied Workers' Pension Plan

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 51-0155190
Participants (2024): 5,738
Net assets (2024): $491 million
Last listed administrator: Trust Benefits OnlineEarlier: Trust Benefits Technology (2009–2010)
Plan administrator: W. States Insulators & Allied Workers Pension Fund
7180 Koll Center Parkway, #200
Pleasanton, CA 94566
(800) 320-0184As filed for 2024
In effect since: November 20, 1959

Earlier sponsors: Western States Insulators and (2009); W. States Insulators & Allied Wrkrs Pension Plan (2010–2013); W. States Insulators & Allied Wrkers Pension Fund (2014–2019); W. States Insulators & Allied Wrkers Pension Fund (2020–2021).

Earlier plan names: Western States Insulators and Allied Workers Pension Fund; W. States Insulators & Allied Wrkrs Pension Plan; W. States Insulators & Allied Wrkrs Pension Fund.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,738	$491 million	not listed
2023	6,020	$468 million	not listed
2022	5,970	$426 million	not listed
2021	5,968	$484 million	not listed
2020	5,288	$446 million	not listed
2019	5,854	$403 million	not listed
2018	5,595	$352 million	not listed
2017	5,499	$370 million	not listed
2016	5,085	$328 million	not listed
2015	4,300	$305 million	not listed
2014	4,177	$319 million	Trust Benefits Online
2013	4,098	$311 million	Trust Benefits Online
2012	4,012	$269 million	Trust Benefits Online
2011	4,023	$240 million	Trust Benefits Online
2010	4,086	$246 million	Trust Benefits Technology
2009	4,439	$219 million	Trust Benefits Technology

If you had money in one of these plans

Call Empower (empower.com), which runs the Western States Insulators and Allied Workers Individual Account Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 320-0184). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Western States Insulators and Allied Workers Individual Account Plan

Western States Insulators and Allied Workers' Pension Plan

If you had money in one of these plans

What these numbers are

Other construction employers in CA