Northwest Carpenters Individual Account Pension Plan — Form 5500 plan (Board Of Trustees, Northwest Carpenters Individual)
Plain-English plan 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, Northwest Carpenters Individual Account Pension Plan is a benefit plan reported by Board Of Trustees, Northwest Carpenters Individual under EIN 91-1160641 and plan number 002. The latest loaded filing year is 2023. The filing reports 37,855 participants and $675,626,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Northwest Carpenters Individual
- EIN
- 91-1160641
- Plan number
- 002
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 37,855
- End-of-year plan assets
- $675,626,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,855 | H, C | 20241016022519NAL0015615459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $675,626,626
- Total liabilities (EOY)
- $121,796
- Net assets (EOY)
- $675,504,830
- Net assets (BOY)
- $593,314,971
Income & contributions
- Employer contributions
- $13,442,810
- Participant contributions
- $18,527,397
- Total contributions
- $32,130,019
- Total income / additions
- $123,553,758
Expenses & distributions
- Benefits paid
- $38,022,518
- Administrative expenses
- $3,341,381
- Total expenses
- $41,363,899
- Net increase / (decrease)
- $82,189,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $917,168 | not reported in the loaded dataset | 2023 |
| Cheryl Cragg | NONE | $195,482 | not reported in the loaded dataset | 2023 |
| Alan D Biller Assoc | NONE | $106,667 | not reported in the loaded dataset | 2023 |
| Nw Carpenters Health & Security | AFFILIATED ORG. | $58,500 | not reported in the loaded dataset | 2023 |
| Davis Wright Tremaine Llp | NONE | $46,649 | not reported in the loaded dataset | 2023 |
| Shanley A Professional Corporation | NONE | $37,187 | not reported in the loaded dataset | 2023 |
| Nw Carpenters Retirement Plan | AFFILIATED ORG. | $31,500 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $23,320 | not reported in the loaded dataset | 2023 |
| Gordon Tilden Thomas Cordell | NONE | $22,040 | not reported in the loaded dataset | 2023 |
| Publisher'S Mailing | NONE | $22,038 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $18,969 | not reported in the loaded dataset | 2023 |
| Ogletree, Deakins, Nash, Smoak And | NONE | $18,458 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Northwest Carpenters Individual
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Milliman — Schedule C compensation
- Cheryl Cragg — Schedule C compensation
- Alan D Biller Assoc — Schedule C compensation
- Nw Carpenters Health & Security — Schedule C compensation
- Davis Wright Tremaine Llp — Schedule C compensation
- Shanley A Professional Corporation — Schedule C compensation
- Nw Carpenters Retirement Plan — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Gordon Tilden Thomas Cordell — Schedule C compensation
- Publisher'S Mailing — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Ogletree, Deakins, Nash, Smoak And — Schedule C compensation