2023 Form 5500 filing — Northwest Carpenters Retirement 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 20241016025509NAL0059028418001) for Northwest Carpenters Retirement Plan, reported by Board Of Trustees, Northwest Carpenters Retirement under EIN 91-6029051 and plan number 001. It reports 37,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016025509NAL0059028418001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Northwest Carpenters Retirement
- EIN
- 91-6029051
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 37,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,287,308,621
- Total liabilities (EOY)
- $3,016,490
- Net assets (EOY)
- $3,284,292,131
- Employer contributions
- $206,680,072
- Total income / additions
- $550,396,943
- Benefits paid
- $217,095,856
- Administrative expenses
- $15,050,894
- Total expenses
- $232,178,447
- Net increase / (decrease)
- $318,218,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan Biller & Associates | NONE | $916,667 | not reported in the loaded dataset |
| Rael & Letson | NONE | $238,586 | not reported in the loaded dataset |
| Northern Trust | NONE | $225,000 | not reported in the loaded dataset |
| Clise Agency | NONE | $186,655 | not reported in the loaded dataset |
| Shanley, A Professional Corporation | NONE | $162,569 | not reported in the loaded dataset |
| Davis Wright Tremaine Llp | NONE | $139,947 | not reported in the loaded dataset |
| Basys | NONE | $131,107 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $130,087 | not reported in the loaded dataset |
| Anastasi Moore & Martin, Pllc | NONE | $79,761 | not reported in the loaded dataset |
| Gordon Tilden Thomas Cordell | NONE | $66,120 | not reported in the loaded dataset |
| Ogletree, Deakins, Nash, Smoak And | NONE | $55,375 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $51,608 | not reported in the loaded dataset |
| Pma Direct Marketing | NONE | $50,693 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $40,500 | not reported in the loaded dataset |
| Service Printing Co | NONE | $28,782 | not reported in the loaded dataset |
| Allstream | NONE | $28,057 | not reported in the loaded dataset |
| Cheryl Cragg | NONE | $27,655 | not reported in the loaded dataset |
| Pitney Bowes | NONE | $23,895 | not reported in the loaded dataset |
| Publishers Mailing | NONE | $21,671 | not reported in the loaded dataset |
| Multiemployer.Com | NONE | $17,614 | not reported in the loaded dataset |
| Hr Advcoates, Inc | NONE | $14,582 | not reported in the loaded dataset |
| Life Status 360 | NONE | $14,031 | not reported in the loaded dataset |
| Silversky | NONE | $13,734 | not reported in the loaded dataset |
| Access | NONE | $13,712 | not reported in the loaded dataset |
| Swk Technology | NONE | $12,079 | not reported in the loaded dataset |
| Zones Inc | NONE | $11,848 | not reported in the loaded dataset |
| Imperial Parking | NONE | $11,083 | not reported in the loaded dataset |
| Withum Smith + Brown | NONE | $10,680 | not reported in the loaded dataset |
| Agility Recovery | NONE | $9,719 | not reported in the loaded dataset |
| Adept Hrm Solutions | NONE | $8,838 | not reported in the loaded dataset |
| Calibre Cpa | NONE | $7,688 | not reported in the loaded dataset |
| Gls Usa | NONE | $7,281 | not reported in the loaded dataset |
| Adp, Inc. | NONE | $7,280 | not reported in the loaded dataset |
| Imagesource, Inc. | NONE | $6,867 | not reported in the loaded dataset |
| Engage 2 Excel | NONE | $6,017 | not reported in the loaded dataset |
| Change Healthcare | NONE | $5,580 | not reported in the loaded dataset |
| Brownstein Rask | NONE | $5,087 | not reported in the loaded dataset |