2023 Form 5500 filing — Northwest Carpenters Individual Account Pension 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 20241016022519NAL0015615459001) for Northwest Carpenters Individual Account Pension Plan, reported by Board Of Trustees, Northwest Carpenters Individual under EIN 91-1160641 and plan number 002. It reports 37,855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022519NAL0015615459001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Northwest Carpenters Individual
- EIN
- 91-1160641
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 37,855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $675,626,626
- Total liabilities (EOY)
- $121,796
- Net assets (EOY)
- $675,504,830
- Employer contributions
- $13,442,810
- Participant contributions
- $18,527,397
- Total income / additions
- $123,553,758
- Benefits paid
- $38,022,518
- Administrative expenses
- $3,341,381
- Total expenses
- $41,363,899
- Net increase / (decrease)
- $82,189,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $917,168 | not reported in the loaded dataset |
| Cheryl Cragg | NONE | $195,482 | not reported in the loaded dataset |
| Alan D Biller Assoc | NONE | $106,667 | not reported in the loaded dataset |
| Nw Carpenters Health & Security | AFFILIATED ORG. | $58,500 | not reported in the loaded dataset |
| Davis Wright Tremaine Llp | NONE | $46,649 | not reported in the loaded dataset |
| Shanley A Professional Corporation | NONE | $37,187 | not reported in the loaded dataset |
| Nw Carpenters Retirement Plan | AFFILIATED ORG. | $31,500 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $27,500 | not reported in the loaded dataset |
| Rael & Letson | NONE | $23,320 | not reported in the loaded dataset |
| Gordon Tilden Thomas Cordell | NONE | $22,040 | not reported in the loaded dataset |
| Publisher'S Mailing | NONE | $22,038 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $18,969 | not reported in the loaded dataset |
| Ogletree, Deakins, Nash, Smoak And | NONE | $18,458 | not reported in the loaded dataset |