Northwest Carpenters Retirement Plan

Administrative Information 

A. Plan Name The plan is known as the Northwest Carpenters Retirement Plan.
B. 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 number are:

Board of Trustees
Northwest Carpenters Trusts
2200 Sixth Avenue, Suite 300
Seattle, WA 98121
(206) 441-6514 Seattle Area
(800) 552-0635 Nationwide

A list of Trustees is here.

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 Carpenters Trusts or your Local Union Office 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.
C. Identification Number The Internal Revenue Service employer identification number assigned to this plan is 91-6029051. In accordance with IRS instructions, the Trustees have assigned this plan the identification number of 001.
D. Type of Plan The Northwest Carpenters Retirement Plan is a defined benefit plan that provides benefits upon retirement, disability retirement and preretirement death benefits.
E. Type of Administration The plan is administered by a joint labor-management board of trustees with the assistance of a salaried administrative agent.
F. Name, Address and Telephone Numbers of the Salaried Administrator Randy S. Parker
Northwest Carpenters Trusts
2200 Sixth Avenue, Suite 300
Seattle, WA 98121
(206) 441-6514 Seattle Area
(800) 552-0635 Nationwide
G. Description of Collective Bargaining Agreements 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 Carpenters Trusts or your Local Union Office upon ten days advance written notice. 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.
H. 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.
The eligibility rules which determine who is entitled to participate are here. The suspension rules are here. Copies of these booklets are available from Carpenters Trusts at the address in item B, or your Local Union Office. There is no charge for them.
I. Source of Contributions The Northwest Carpenters Retirement Plan is funded by employer contributions. The contribution amount is specified in the collective bargaining agreements described in item G.
J. 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.
K. Plan Year January 1 through December 31.
L. Agent For Legal Process Randy S. Parker
Northwest Carpenters Trusts
2200 Sixth Avenue, Suite 300
Seattle, WA 98121
(206) 441-6514 Seattle Area
(800) 552-0635 Nationwide
Service for legal process may also be made on each member of the Board of Trustees.
M. Plan Actuary Paul Graf, ASA, EA, MAAA
Rael & Letson
999 Third Avenue S, Suite 1530
Seattle, WA 98104
(206) 445-1852

Last Updated: 04/20/2023