# Board Of Trustees, Northwest Carpenters Health And Security Plan Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-northwest-carpenters-health-and-security-plan-916029049-501 > Board Of Trustees, Northwest Carpenters Health And Security Plan's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmark… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor - [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor - [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper - [US BANK, NA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ALAN D BILLER ASSOC](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney - [WAGNER LAW GROUP](https://planprovider.pro/provider/the-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| ## Similar Plans - 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