Back to filter
Original filing (PDF)20251003083846NAL0001158849001
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENT PLAN
Form 5500
FILING_RECEIVED
NORTHWEST CARPENTERS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
32 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
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 RETIREMENT PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENT PLAN
EIN
91-6029051
Address
533 S. FREEMAN AVENUE · LOS ANGELES, CA · 90071
Phone
(206) 441-6514
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
32 rowsOther
32| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST CARPENTERS TRUST | — | SEATTLE, WA | RELATED TRUST | $1.6M | — |
| ALAN BILLER & ASSOCIATES | 94-2854958 | — | NONE | $850K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $380K | — |
| GROOM LAW GROUP | 13-1837418 | — | NONE | $281K | — |
| CLISE AGENCY | 91-6024838 | — | NONE | $201K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $120K | — |
| BASYS | 52-1796473 | — | NONE | $115K | — |
| CARPENTERS SERVICES ADMIN CORP | 95-6042873 | — | NONE | $114K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $108K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $85K | — |
| US BANK, NA | 31-0841368 | — | NONE | $74K | — |
| PMA DIRECT MARKETING | 91-1226547 | — | NONE | $72K | — |
| ANASTASI MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $60K | — |
| SHANLEY, A PROFESSIONAL CORPORATION | 87-3029070 | — | NONE | $45K | — |
| SERVICE PRINTING CO | — | HUNTLEY, IL | NONE | $39K | — |
| PITNEY BOWES PURCHASE POWER | 84-1386389 | — | NONE | $30K | — |
| ALLSTREAM | 43-1656187 | — | NONE | $29K | — |
| ACCESS | 95-2853624 | — | NONE | $27K | — |
| AGILITY RECOVERY | 03-0464184 | — | NONE | $15K | — |
| ADEPT HRM SOLUTIONS | 95-6042873 | — | NONE | $15K | — |
| MULTIEMPLOYER.COM | 94-3378692 | — | NONE | $14K | — |
| IMPERIAL PARKING | 31-1537375 | — | NONE | $12K | — |
| OGLETREE, DEAKINS, NASH, SMOAK AND | 57-1044820 | — | NONE | $12K | — |
| SILVERSKY | 06-1600222 | — | NONE | $11K | — |
| ZONES INC | 91-1431894 | AUBURN, WA | NONE | $10K | — |
| PUBLISHERS MAILING | 91-1928931 | — | NONE | $9K | — |
| ADP, INC | 22-1467904 | — | NONE | $9K | — |
| SWK TECHNOLOGY | — | LIVINGSTON, NJ | NONE | $8K | — |
| GENERAL LOGISTICS SYSTEMS US, INC. | 92-0477941 | — | NONE | $7K | — |
| MCGANN KETTERMAN & RIOUX | 36-6513567 | — | NONE | $7K | — |
| CASSANDRA DAHM | — | SEATTLE, WA | EMPLOYEE | $7K | — |
| LIFE STATUS 360 | — | RENO, NV | NONE | $5K | — |
Investments
1 pooled fund· $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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306 | Common Collective Trust | $0 | — |