2023 Form 5500 filing — Northwest Carpenters Vacation Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241016022503NAL0031305665001) for Northwest Carpenters Vacation Plan, reported by Board Of Trustees, Northwest Carpenters Vacation Plan under EIN 23-7163058 and plan number 501. It reports 19,423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022503NAL0031305665001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Northwest Carpenters Vacation Plan
- EIN
- 23-7163058
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 19,423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,103,353
- Total liabilities (EOY)
- $456,280
- Net assets (EOY)
- $2,647,073
- Participant contributions
- $27,584,230
- Total income / additions
- $27,643,410
- Benefits paid
- $29,129,985
- Administrative expenses
- $184,691
- Total expenses
- $29,314,676
- Net increase / (decrease)
- -$1,671,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheryl Cragg | not reported in the loaded dataset | $62,997 | not reported in the loaded dataset |
| Nw Carpenters Health & Sec Plan | AFFILIATE D ORG. | $39,000 | $0 |
| Nw Carpenters Retirement Plan | AFFILIATE D ORG. | $21,000 | $0 |
| Publisher'S Mailing | not reported in the loaded dataset | $18,475 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $12,800 | $0 |