Northwest Carpenters Retirement Plan — Form 5500 plan (Board Of Trustees, Northwest Carpenters Retirement)

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 Retirement Plan is a benefit plan reported by Board Of Trustees, Northwest Carpenters Retirement under EIN 91-6029051 and plan number 001. The latest loaded filing year is 2023. The filing reports 37,583 participants and $3,287,308,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Northwest Carpenters Retirement
EIN
91-6029051
Plan number
001
Plan type
1
Location
Seattle, WA
Latest filing year
2023
Participants
37,583
End-of-year plan assets
$3,287,308,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337,583H, C20241016025509NAL0059028418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,287,308,621
Total liabilities (EOY)
$3,016,490
Net assets (EOY)
$3,284,292,131
Net assets (BOY)
$2,966,073,635

Income & contributions

Employer contributions
$206,680,072
Total contributions
$206,680,072
Total income / additions
$550,396,943

Expenses & distributions

Benefits paid
$217,095,856
Administrative expenses
$15,050,894
Total expenses
$232,178,447
Net increase / (decrease)
$318,218,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alan Biller & AssociatesNONE$916,667not reported in the loaded dataset2023
Rael & LetsonNONE$238,586not reported in the loaded dataset2023
Northern TrustNONE$225,000not reported in the loaded dataset2023
Clise AgencyNONE$186,655not reported in the loaded dataset2023
Shanley, A Professional CorporationNONE$162,569not reported in the loaded dataset2023
Davis Wright Tremaine LlpNONE$139,947not reported in the loaded dataset2023
BasysNONE$131,107not reported in the loaded dataset2023
Barlow Coughran Morales & JosephsonNONE$130,087not reported in the loaded dataset2023
Anastasi Moore & Martin, PllcNONE$79,761not reported in the loaded dataset2023
Gordon Tilden Thomas CordellNONE$66,120not reported in the loaded dataset2023
Ogletree, Deakins, Nash, Smoak AndNONE$55,375not reported in the loaded dataset2023
Us Bank, NaNONE$51,608not reported in the loaded dataset2023
Pma Direct MarketingNONE$50,693not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$40,500not reported in the loaded dataset2023
Service Printing CoNONE$28,782not reported in the loaded dataset2023
AllstreamNONE$28,057not reported in the loaded dataset2023
Cheryl CraggNONE$27,655not reported in the loaded dataset2023
Pitney BowesNONE$23,895not reported in the loaded dataset2023
Publishers MailingNONE$21,671not reported in the loaded dataset2023
Multiemployer.ComNONE$17,614not reported in the loaded dataset2023
Hr Advcoates, IncNONE$14,582not reported in the loaded dataset2023
Life Status 360NONE$14,031not reported in the loaded dataset2023
SilverskyNONE$13,734not reported in the loaded dataset2023
AccessNONE$13,712not reported in the loaded dataset2023
Swk TechnologyNONE$12,079not reported in the loaded dataset2023
Zones IncNONE$11,848not reported in the loaded dataset2023
Imperial ParkingNONE$11,083not reported in the loaded dataset2023
Withum Smith + BrownNONE$10,680not reported in the loaded dataset2023
Agility RecoveryNONE$9,719not reported in the loaded dataset2023
Adept Hrm SolutionsNONE$8,838not reported in the loaded dataset2023
Calibre CpaNONE$7,688not reported in the loaded dataset2023
Gls UsaNONE$7,281not reported in the loaded dataset2023
Adp, Inc.NONE$7,280not reported in the loaded dataset2023
Imagesource, Inc.NONE$6,867not reported in the loaded dataset2023
Engage 2 ExcelNONE$6,017not reported in the loaded dataset2023
Change HealthcareNONE$5,580not reported in the loaded dataset2023
Brownstein RaskNONE$5,087not reported in the loaded dataset2023

Related Form 5500 pages