2022-11-15T02:28:31-06:00 2021-12-31 MILLER KAPLAN ARASE LLP 600 STEWART ST STE 618 SEATTLE WA 981011261 990 2021-01-01 916029049 CARPENTERS HEALTH AND SECURITY PLAN OF WESTERN WASHINGTON % RANDY PARKER CARP 2064416514 2200 SIXTH AVE STE 300 SEATTLE WA 98121 STEPHEN HOFFMANN TRUSTEE 2064416514 2022-11-14 true STEPHEN HOFFMANN 999009999 CATALINA KIRBY P02018896 2065963930 2 2021 2022-09-23 18:48:47Z STEPHEN HOFFMANN 2200 SIXTH AVE STE 300 SEATTLE WA 98121 391074152 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. 21 0 0 0 0 0 0 0 143464383 199721639 -6885252 20048912 138363 112978 136717494 219883529 0 0 137721335 253211411 3442424 3549327 0 0 0 2619549 4171563 143783308 260932301 -7065814 -41048772 272437351 419009389 79074478 133190796 193362873 285818593 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 253 0 true 0 false false false false false false false false X 21 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 187125 44543 EMPLOYEE 03 EMPLOYEE SERVICES MANAGER 0.0 40.0 X 0 158685 40277 EMPLOYEE 04 RETIREMENT MANAGER 0.0 40.0 X 0 152400 39334 EMPLOYEE 09 IT MANAGER 0.0 40.0 X 0 137462 37093 EMPLOYEE 13 CLAIMS MANAGER 0.0 40.0 X 0 128733 35784 JAMES GLEASON TRUSTEE 1.0 0.0 X 0 0 0 MARTIN HOLBERG TRUSTEE 1.0 0.0 X 0 0 0 WILF WAINHOUSE ALTERNATE TRUSTEE 1.0 0.0 X 0 0 0 GERALD AUVIL TRUSTEE 1.0 0.0 X 0 0 0 TONY EDWARDS TRUSTEE 1.0 0.0 X 0 0 0 JEREMIAH JOHNSON 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 MARIO MARTINEZ TRUSTEE 1.0 0.0 X 0 0 0 ANTHONY PENA TRUSTEE 1.0 0.0 X 0 0 0 SCOTT SCHAEFER TRUSTEE 1.0 0.0 X 0 0 0 FRANK SPENCER TRUSTEE 1.0 0.0 X 0 0 0 ANDREW LEDBETTER TRUSTEE 1.0 0.0 X 0 0 0 GAYLAND LOONEY TRUSTEE 1.0 0.0 X 0 0 0 BOB TIMMONS TRUSTEE 1.0 0.0 X 0 0 0 DEE BURCH TRUSTEE 1.0 0.0 X 0 0 0 HEATH HANSON TRUSTEE 1.0 0.0 X 0 0 0 ERIC JONES TRUSTEE 1.0 0.0 X 0 0 0 RANDY BOETTCHER TRUSTEE 1.0 0.0 X 0 0 0 JEFF HARMS TRUSTEE 1.0 0.0 X 0 0 0 0 764405 197031 0 false true false WELLINGTON MANAGEMENT COMPANY TWO EMBARCADERO CTR STE 1645 SAN FRANCISCO CA 94111 INVESTMENT MANAGER 722142 AETNA 151 FARMINGTON AVE HARTFORD CT 06156 HEALTHCARE 2058440 Delta Dental of Washington 400 Fairview Ave 800 SEATTLE WA 98109 Dental Care 745841 EXPRESS SCRIPTS 1 EXPRESS WAY ST LOUS MO 63121 CLAIMS NEGOTIATION 462409 CHERYL CRAGG 14733 NE 57 ST BELLEVUE WA 98007 PRINTING 432287 5 0 EMPLOYER CONTRIBUTIONS 900099 189407648 189407648 0 0 PARTICIPANT CONTRIBUTIONS 900099 10313991 10313991 0 0 199721639 8364522 0 0 8364522 0 0 0 0 0 182875013 171190623 11684390 11684390 0 0 11684390 0 0 0 0 0 0 0 0 0 EXPENSE REIMBURSEMENT 900099 112978 112978 0 0 112978 219883529 199834617 0 20048912 0 0 0 253211411 0 0 2558362 0 779945 211020 233117 283361 278016 0 0 794063 552827 0 1056469 390156 0 335453 2706 0 4956 36277 0 45512 55166 PCORI FEES 81372 DUES AND SUBSCRIPTION 8250 TEMPORARY LABOR CONTRACTS 11362 PERSONAL PROPERTY TAX 2500 260932301 11635503 31165442 0 0 0 0 15050824 21627862 0 0 0 0 0 0 0 0 81078 64074 5859958 5780995 124476 78963 245545470 366073048 0 0 0 0 0 0 0 0 272437351 419009389 5749904 8505702 0 0 3699074 4363594 0 0 0 0 0 0 0 0 0 0 69625500 120321500 79074478 133190796 X 0 0 0 0 193362873 285818593 193362873 285818593 272437351 419009389 X -41048772 -3793582 137298074 X false true X true 5859958 5780995 78963 78963 0 BENEFIT OBLIGATIONS 120321500 120321500 X 216089947 -3793582 -3793582 219883529 219883529 210236301 210236301 50696000 50696000 260932301 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) = $50,696,000 X false false false EMPLOYEE 01 ADMINISTRATOR 0 187125 0 0 0 0 0 28069 0 16474 0 231668 EMPLOYEE 03 EMPLOYEE SERVICES MANAGER 0 158685 0 0 0 0 0 23803 0 16474 0 198962 EMPLOYEE 04 RETIREMENT MANAGER 0 152400 0 0 0 0 0 22860 0 16474 0 191734 EMPLOYEE 09 IT MANAGER 0 137462 0 0 0 0 0 20619 0 16474 0 174555 EMPLOYEE 13 CLAIMS MANAGER 0 128733 0 0 0 0 0 19310 0 16474 0 164517 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. PART XI, LINE 9: ON JUNE 30, 2021 THE OREGON-WASHINGTON CARPENTERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND MERGED WITH THE CARPENTERS HEALTH AND SECURITY PLAN OF WESTERN WASHINGTON AND THE NET ASSETS AVAILABLE FOR BENEFITS OF THE OREGON-WASHINGTON CARPENTERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND WERE TRANSFERRED TO THE CARPENTERS HEALTH AND SECURITY PLAN OF WESTERN WASHINGTON. 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 TAX-EXEMPT organizations, 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.