Plan Snapshot
- Plan Sponsor: Board Of Trustees, Northwest Carpenters Health And Security Plan
- Sponsor EIN: 916029049
- Sponsor Address: 533 S. FREEMAN AVENUE, LOS ANGELES, CA, 90071
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $172.3M | $8.4M |
| 2023 | 14,033 | $422.9M | $217.4M | $10.5M |
| 2022 | 16,084 | $403.4M | $238.2M | $10.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NORTHWEST CARPENTERS TRUST | Other Service Provider | $2,303,041 | — | $2,303,041 |
| EXPRESS SCRIPTS INC | Other Service Provider | $958,592 | — | $958,592 |
| CLISE PROPERTIES | Other Service Provider | $373,364 | — | $373,364 |
| WELLINGTON MANAGEMENT COMPANY | Other Service Provider | $258,440 | — | $258,440 |
| CARPENTERS SERVICES ADMIN CORP | Other Service Provider | $211,851 | — | $211,851 |
| FIRST CHOICE HEALTH CENTERS INC. | Other Service Provider | $211,735 | — | $211,735 |
| BASYS | Other Service Provider | $199,770 | — | $199,770 |
| RAEL & LETSON | Other Service Provider | $184,238 | — | $184,238 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $179,066 | — | $179,066 |
| VISION SERVICE PLAN | Other Service Provider | $137,445 | — | $137,445 |
| ANASTASI MOORE & MARTIN PLLC | Auditor | $110,804 | — | $110,804 |
| MILLER KAPLAN ARASE LLP | Auditor | $93,248 | — | $93,248 |
| SERVICE PRINTING | Other Service Provider | $91,812 | — | $91,812 |
| THE SEGAL COMPANY | Recordkeeper | $91,092 | — | $91,092 |
| US BANK, NA | Recordkeeper | $78,343 | — | $78,343 |
| SHANLEY A PROFESSIONAL CORP. | Other Service Provider | $56,309 | — | $56,309 |
| ALLSTREAM | Other Service Provider | $53,523 | — | $53,523 |
| ALAN D BILLER ASSOC | ERISA Attorney | $50,000 | — | $50,000 |
| ACCESS | Other Service Provider | $49,750 | — | $49,750 |
| PITNEY BOWES PURCHASE POWER | Other Service Provider | $47,670 | — | $47,670 |
| PMA DIRECT MARKETING | Other Service Provider | $43,394 | — | $43,394 |
| NORTHERN TRUST | Other Service Provider | $36,725 | — | $36,725 |
| AGILITY RECOVERY | Other Service Provider | $27,893 | — | $27,893 |
| ADEPT HRM SOLUTIONS | Other Service Provider | $27,300 | — | $27,300 |
| MULTIEMPLOYER.COM | Other Service Provider | $25,022 | — | $25,022 |
| PUBLISHER'S MAILING SVC | Other Service Provider | $24,436 | — | $24,436 |
| IMPERIAL PARKING | Other Service Provider | $23,137 | — | $23,137 |
| SILVERSKY | Other Service Provider | $21,239 | — | $21,239 |
| SWK TECHNOLOGY | Other Service Provider | $19,299 | — | $19,299 |
| ZONES | Other Service Provider | $17,950 | — | $17,950 |
| DELTA DENTAL OF WASHINGTON | Other Service Provider | $16,302 | — | $16,302 |
| ADP INC | Other Service Provider | $16,142 | — | $16,142 |
| GENERAL LOGISTICS SYSTEMS US, INC. | Other Service Provider | $13,521 | — | $13,521 |
| WAGNER LAW GROUP | ERISA Attorney | $13,129 | — | $13,129 |
| MCGANN KETTERMAN & RIOUX | Other Service Provider | $12,782 | — | $12,782 |
| CASSANDRA DAHM | Other Service Provider | $12,345 | — | $12,345 |
| HEARTLAND DATA MANAGEMENT | Other Service Provider | $10,688 | — | $10,688 |
| POT O' GOLD COFFEE SERVICE | Other Service Provider | $6,030 | — | $6,030 |
| COMPLETE OFFICE | Other Service Provider | $5,116 | — | $5,116 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI MOORE & MARTIN PLLC — Auditor
- MILLER KAPLAN ARASE LLP — Auditor
- THE SEGAL COMPANY — Recordkeeper
- US BANK, NA — Recordkeeper
- ALAN D BILLER ASSOC — ERISA Attorney
- WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,112,543
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $12,421,736 | $318,802 | — | $155,437 | — |
| 2023 | $6,831,079 | $384,388 | — | $184,307 | — |
| 2022 | $7,371,777 | $626,467 | $7,576 | — | $1,294,128 |