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Original filing (PDF)20251002122438NAL0000301779003
BOARD OF TRUSTEES, NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN
Form 5500
FILING_RECEIVED
NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN
Health & welfare plan
Signals · 1
39 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN
EIN
91-6029049
Address
533 S. FREEMAN AVENUE · LOS ANGELES, CA · 90071
Phone
(206) 441-6514
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
39 rowsOther
39| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST CARPENTERS TRUST | — | SEATTLE, WA | RELATED TRUST | $2.3M | — |
| EXPRESS SCRIPTS INC | 43-1420563 | — | NONE | $959K | — |
| CLISE PROPERTIES | 91-6024838 | — | NONE | $373K | — |
| WELLINGTON MANAGEMENT COMPANY | 04-2683227 | — | NONE | $258K | — |
| CARPENTERS SERVICES ADMIN CORP | 95-6042873 | — | NONE | $212K | — |
| FIRST CHOICE HEALTH CENTERS INC. | 06-1416492 | — | NONE | $212K | — |
| BASYS | 52-1796473 | — | NONE | $200K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $184K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $179K | — |
| VISION SERVICE PLAN | 23-7089668 | — | NONE | $137K | — |
| ANASTASI MOORE & MARTIN PLLC | 20-8149084 | — | NONE | $111K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $93K | — |
| SERVICE PRINTING | — | HUNTLEY, IL | NONE | $92K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $91K | — |
| US BANK, NA | 31-0841368 | — | NONE | $78K | — |
| SHANLEY A PROFESSIONAL CORP. | 87-3029070 | — | NONE | $56K | — |
| ALLSTREAM | 43-1656187 | — | NONE | $54K | — |
| ALAN D BILLER ASSOC | 94-2854958 | — | NONE | $50K | — |
| ACCESS | 95-2853624 | — | NONE | $50K | — |
| PITNEY BOWES PURCHASE POWER | 84-1386389 | — | NONE | $48K | — |
| PMA DIRECT MARKETING | 91-1226547 | — | NONE | $43K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $37K | — |
| AGILITY RECOVERY | 03-0464184 | — | NONE | $28K | — |
| ADEPT HRM SOLUTIONS | 27-1557017 | — | NONE | $27K | — |
| MULTIEMPLOYER.COM | 94-3378692 | — | NONE | $25K | — |
| PUBLISHER'S MAILING SVC | 91-1928931 | — | NONE | $24K | — |
| IMPERIAL PARKING | 31-1537375 | — | NONE | $23K | — |
| SILVERSKY | 06-1600222 | — | NONE | $21K | — |
| SWK TECHNOLOGY | — | LIVINGSTON, NJ | NONE | $19K | — |
| ZONES | 91-1431894 | — | NONE | $18K | — |
| DELTA DENTAL OF WASHINGTON | 91-0621480 | — | NONE | $16K | — |
| ADP INC | 22-1467904 | — | NONE | $16K | — |
| GENERAL LOGISTICS SYSTEMS US, INC. | 92-0477941 | — | NONE | $14K | — |
| WAGNER LAW GROUP | 04-3323315 | — | NONE | $13K | — |
| MCGANN KETTERMAN & RIOUX | 36-6513567 | — | NONE | $13K | — |
| CASSANDRA DAHM | — | SEATTLE, WA | EMPLOYEE | $12K | — |
| HEARTLAND DATA MANAGEMENT | 20-3786290 | — | NONE | $11K | — |
| POT O' GOLD COFFEE SERVICE | — | BELLEVUE, WA | NONE | $6K | — |
| COMPLETE OFFICE | — | SEATTLE, WA | NONE | $5K | — |
Investments
4 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$0
3 holdings
103-12 Investment Entity
$0
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CTF TIPS PLUS WELLINGTON ASSET MANAGEMENT · EIN 20-1155338 / PN 001 | Common Collective Trust | $0 | — |
| CTF INTERNATIONAL RESEARCH EQUITY WELLINGTON ASSET MANAGEMENT · EIN 04-6657586 / PN 001 | Common Collective Trust | $0 | — |
| CTF CORE BOND WELLINGTON ASSET MANAGEMENT · EIN 04-6721653 / PN 001 | Common Collective Trust | $0 | — |
| UBC RUSSELL 3000 INDED FUND INVESCO MULTI-SERIES II, LLC · EIN 85-3357652 / PN 001 | 103-12 Investment Entity | $0 | — |