- Plan
Name:
|
The
plan is known as the Carpenters of Western Washington Individual Account Pension
Plan.
|
- Name,
Address and Telephone Numbers of the Joint Board of
Trustees:
|
The
plan is sponsored by a joint labor-management board of trustees. The
Board’s name, address and telephone numbers are:
Board
of Trustees
Carpenters
Trusts of Western
Washington
2200 Sixth
Avenue, Suite
300
Seattle, WA
98121-1839
(206)
441-6514 Seattle
Area
(800) 552-0635
Nationwide
A
list of Trustees is below.
You
and your beneficiary may obtain a complete list of the employer and employee
organizations sponsoring the plan by written request to the Trustees. You may
also examine this information at the Trust Office or your Local Union upon ten
days advance written request. The Trustees may impose a reasonable charge to
cover the cost of furnishing these lists and you may wish to ask the amount of
the charges before requesting copies.
|
- Identification
Number:
|
The
Internal Revenue Service (IRS) employer identification number assigned to this
plan is 91-1160641. In accordance with IRS instructions, the Trustees have
assigned this plan the identification number of 002.
|
- Type
of Plan:
|
The
Carpenters of Western Washington Individual Account Pension Plan is a defined
contribution plan that provides benefits upon retirement, disability retirement
and preretirement death.
|
- Type
of Administration:
|
The
plan is administered by a joint labor-management board of trustees with the
assistance of a salaried administrator agent.
|
- Name,
Address and Telephone Numbers of the Salaried
Administrator:
|
Norman
A. Anderson
Carpenters
Trusts of Western
Washington
2200 Sixth
Avenue, Suite
300
Seattle, WA
98121-1839
(206)
441-6514 Seattle
Area
(800) 552-0635
Nationwide
|
- Description
of Collective Bargaining Agreement:
|
The
plan is maintained according to the terms of collective bargaining agreements.
You and your beneficiary may obtain a copy of an agreement by writing to the
Trustees. You may also examine an agreement at the Trust Office or your Local
Union upon ten days advance written request. The Trustees may impose a
reasonable charge to cover the cost of furnishing an agreement and you may wish
to ask the amount of the charges before requesting copies.
|
- Eligibility
and Benefits:
|
You
are entitled to participate in this plan if you work under a collective
bargaining agreement described in item G, and if your employer is required to
make contributions to the Trust Fund on your behalf. You may also participate in
this plan if you hold a position with a union or employer that is signatory to a
written contribution agreement with the Trustees that requires a contribution to
the plan on your behalf.
The
eligibility rules which determine who is entitled to participate are in section Participation and Eligibility. Copies of these booklets are available from the Trust Office at the
address in item B, or your Local Union. There is no charge for
them.
The
joint and survivor payment option is described in section Retirement Payment Options.
|
- Source
of Contributions:
|
The
Carpenters of Western Washington Individual Account Pension Plan is funded by
employer contributions. The contribution amount is specified in the
collective bargaining agreements described in item G.
|
- Entities
Used For Accumulation of Assets and Payment of Benefits:
|
Contributions
paid into the plan to obtain benefits are received and held in trust by the
Board of Trustees, pending payment of retirement benefits and administrative
expenses.
|
- Plan
Year:
|
January
1 through December 31.
|
- Agents
For Legal Process:
|
Smith
McKenzie Rothwell & Barlow,
P.S.
500 Union Street,
Suite 700
Seattle, WA
98101
(206)
224-9900
Service
for legal process may also be made on the Board of Trustees or plan
administrator.
|
- Plan
Actuary:
|
Rael
& Letson
378 Vintage
Park Drive
Foster City,
CA
94404-4813
(650)
341-3311
|
|
|
