2021-11-13T16:59:43-06:00 2020-12-31 MILLER KAPLAN ARASE LLP 600 STEWART ST STE 618 SEATTLE WA 981011261 990 2020-01-01 916029049 CARPENTERS HEALTH AND SECURITY PLAN OF WESTERN WASHINGTON % RANDY PARKER CARP 2064416514 2200 SIXTH AVE STE 300 SEATTLE WA 98121 WILF WAINHOUSE TRUSTEE 2064416514 2021-11-11 true WILF WAINHOUSE 999009999 Catalina Kirby P02018896 2065963930 2 2020 2022-09-23 18:48:47Z WILF WAINHOUSE 2200 SIXTH AVE STE 300 SEATTLE WA 98121 213267460 false X N/A X 1960 WA THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. 13 0 0 0 0 0 0 0 159538866 143464383 5956593 -6885252 137105 138363 165632564 136717494 0 0 162280164 137721335 3374761 3442424 0 0 0 2844886 2619549 168499811 143783308 -2867247 -7065814 278848484 272437351 88157949 79074478 190690535 193362873 THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. false false THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 242 0 true 0 false false false false false false false false X 13 0 false false false false false false false true true false false true true true true true true true true false X RANDY PARKER 2064416514 2200 SIXTH AVE STE 300 SEATTLE WA 98121 X EMPLOYEE 01 ADMINISTRATOR 0.0 40.0 X 0 194814 45201 EMPLOYEE 03 EMPLOYEE SERVICES MANAGER 0.0 40.0 X 0 155185 39257 EMPLOYEE 04 RETIREMENT MANAGER 0.0 40.0 X 0 150000 38479 EMPLOYEE 09 IT MANAGER 0.0 40.0 X 0 133250 35967 EMPLOYEE 13 CLAIMS MANAGER 0.0 40.0 X 0 125995 34878 ANDREW LEDBETTER TRUSTEE 1.0 0.0 X 0 0 0 EVELYN SHAPIRO-O'CONNOR TRUSTEE 1.0 0.0 X 0 0 0 JEFF FOUSHEE TRUSTEE 1.0 0.0 X 0 0 0 MARTIN HOLBERG TRUSTEE 1.0 0.0 X 0 0 0 WILF WAINHOUSE TRUSTEE 1.0 0.0 X 0 0 0 KEN ERVIN TRUSTEE 1.0 0.0 X 0 0 0 RYAN HYKE TRUSTEE 1.0 0.0 X 0 0 0 DAN HUTCHINS TRUSTEE 1.0 0.0 X 0 0 0 STEVE HOFFMANN TRUSTEE 1.0 0.0 X 0 0 0 MARK PORTIN TRUSTEE 1.0 0.0 X 0 0 0 TIM O'NEILL TRUSTEE 1.0 0.0 X 0 0 0 BRIAN SINGER TRUSTEE 1.0 0.0 X 0 0 0 JEFF THORSON TRUSTEE 1.0 0.0 X 0 0 0 NOE CASTILLO TRUSTEE 1.0 0.0 X 0 0 0 RON MONTOYA TRUSTEE 1.0 0.0 X 0 0 0 DANNY ROBINS TRUSTEE 1.0 0.0 X 0 0 0 0 759244 193782 0 false true false WELLINGTON MANAGEMENT COMPANY TWO EMBARCADERO CTR STE 1645 SAN FRANCISCO CA 94111 INVESTMENT MANAGER 456726 AETNA 151 FARMINGTON AVE HARTFORD CT 06156 HEALTHCARE 2528247 Delta Dental of Washington 400 Fairview Ave 800 SEATTLE WA 98109 Dental Care 562779 EPLAN LLC 22601 N 19TH AVE 200 PHOENIX AZ 85027 CLAIMS NEGOTIATION 631162 Clise 1700 Seventh Ave STE 1800 SEATTLE WA 98101 Office lease 330945 5 0 EMPLOYER CONTRIBUTIONS 900099 133050062 133050062 PARTICIPANT CONTRIBUTIONS 900099 10414321 10414321 143464383 4289884 4289884 0 0 0 0 0 65374830 76549966 -11175136 -11175136 -11175136 0 0 0 0 0 0 0 0 0 EXPENSE REIMBURSEMENT 900099 138363 138363 138363 136717494 143602746 -6885252 0 0 0 137721335 0 0 2464799 0 781398 196227 0 154107 206611 0 0 492601 340573 0 531179 287368 0 346026 1650 0 2920 38814 0 53318 55881 PCORI FEES 78722 DUES AND SUBSCRIPTION 9701 AUTOMOBILE EXPENSE 474 TEMPORARY LABOR CONTRACTS 17562 2042 143783308 17443897 11635503 0 0 0 0 12166800 15050824 0 0 0 0 0 0 0 0 71076 81078 5859958 5735482 163860 124476 249002851 245545470 0 0 0 0 0 0 0 0 278848484 272437351 5054933 5749904 0 0 2976516 3699074 0 0 0 0 0 0 0 0 0 0 80126500 69625500 88157949 79074478 X 0 0 0 0 190690535 193362873 190690535 193362873 278848484 272437351 -7065814 9738152 X false true X true 5859958 5735482 124476 124476 0 BENEFIT OBLIGATIONS 69625500 69625500 X 146455646 9738152 9738152 136717494 136717494 154284308 154284308 -10501000 -10501000 143783308 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B: ADJUSTMENTS FOR BENEFITS PAID FROM ACCRUAL BASIS (FORM 990) TO CASH BASIS (FINANCIAL STATEMENTS) = ($10,501,000) X false false false EMPLOYEE 01 ADMINISTRATOR 0 194814 0 29222 0 15979 0 240015 EMPLOYEE 03 EMPLOYEE SERVICES MANAGER 0 155185 0 23278 0 15979 0 194442 EMPLOYEE 04 RETIREMENT MANAGER 0 150000 0 22500 0 15979 0 188479 EMPLOYEE 09 IT MANAGER 0 133250 0 19988 0 15979 0 169217 EMPLOYEE 13 CLAIMS MANAGER 0 125995 0 18899 0 15979 0 160873 part vi, line 11b: THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 FOR REVIEW. UPON APPROVAL, THE FORM 990 IS FILED IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. PART VI, LINE 12C: THE PLAN ADMINISTRATOR PERIODICALLY UPDATES A LIST OF PARTIES-IN-INTEREST. THE ATTORNEY REVIEWS ALL PROPOSED SERVICE PROVIDER RELATIONSHIPS FOR COMPLIANCE WITH ERISA. ALL SERVICE PROVIDER AGREEMENTS ARE REVIEWED BY THE TRUST ATTORNEY PRIOR TO EXECUTION. PARTY-IN-INTEREST INQUIRIES ARE MADE ANNUALLY BY THE PLAN ADMINISTRATOR IN COORDINATION WITH THE ANNUAL AUDIT. PART VI, LINES 15A AND 15B: EMPLOYEES ARE SUBJECT TO ANNUAL PERFORMANCE AND COMPENSATION REVIEW BY A COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REVIEWS DETAILS OF THE EMPLOYEES PERFORMANCE AND SETS COMPENSATION BASED UPON THE CONSENSUS OPINION OF LEVEL OF RESPONSIBILITY, SKILL AND QUALIFICATIONS. THE COMMITTEE MAY SEEK COMPARABILITY DATA WHEN DEEMED NECESSARY TO GUIDE THE PROCESS. PART VI, LINE 19: THE PLAN MAINTAINS COPIES OF THE DOCUMENTS AND PROVIDES THE AVAILABLE DOCUMENTS UPON WRITTEN REQUEST. PART VII, LINE 1A, columns (E), (F): THE BOARD OF TRUSTEES SERVE WITHOUT COMPENSATION. THE PLAN DOES NOT MAINTAIN THE INFORMATION ON COMPENSATION FROM RELATED ORGANIZATIONS BUT BELIEVES THAT SUCH COMPENSATION, IF ANY, IS APPROPRIATELY REPORTED ON THE RETURNS OF THOSE ORGANIZATIONS. CARP TR OF WW IAP PLAN 2200 SIXTH AVE STE 300 SEATTLE WA 98121 911160641 PENSION BEN. WA 1.401-1(B)3 NA false CARP RETIREMENT PLAN OF WW 2200 SIXTH AVE STE 300 SEATTLE WA 98121 916029051 PENSION BEN. WA 1.401-1(B)3 NA false CARP-EMP A&T TR OF WA-ID 2200 SIXTH AVE STE 300 SEATTLE WA 98121 237163057 TRAINING BFTS WA 501(C)3 NA false PACIFIC NW RCC 25120 Pacific Hwy S Ste 200 KENT WA 98032 911704240 LABOR ORG. WA 501(C)5 NA false CARP-ERS VACATION 2200 6TH AVE STE 300 SEATTLE WA 98121 237163058 VACATION WA 501(C)(9) NA false CARP TRUSTS OF WW 2200 6TH AVE STE 300 SEATTLE WA 98121 910715926 ADMIN. WA 1.401-1(B)3 NA false SEE PART VII - SUPPLEMENTAL INFORMATION NA SEE PART VII - SUPPl info NA SEE PART VII - SUPPLEMENTAL INFORMATION NA false false false false false false false false false false false false false false false false true true false parts ii, iii and vi: - identification of related organizations taxable as partnership, corporation or trust: THE ADMINISTRATIVE OFFICE OF THE PLAN MAINTAINS CERTAIN INFORMATION REGARDING THE PLAN'S CONTRIBUTING EMPLOYERS. THE BOARD OF TRUSTEES DEEMS SUCH INFORMATION CONFIDENTIAL AND WILL MAKE IT AVAILABLE IF IT IS DETERMINED TO BE REQUIRED.