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← NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN

Form 990 for tax year 2023

Filed by NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN.

Totals

Total revenue
$243,428,111
Total expenses
$224,393,912
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$227,874,508
Investment income
$15,382,064
Other revenue
$171,539
Total assets, end of year
$422,916,664
Total liabilities, end of year
$117,084,511
Net assets or fund balances, end of year
$305,832,153
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $217,380,691 · related or exempt $217,380,691 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $10,493,817 · related or exempt $10,493,817 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $11,017,892 · related or exempt $0 · unrelated business $0 · excluded $11,017,892

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $121,109,846

  • 7b · Less cost or other basis and sales expenses

    securities $116,745,674

  • 7c · Gain or loss

    securities $4,364,172

  • 7d · Net gain or loss

    total $4,364,172 · related or exempt $0 · unrelated business $0 · excluded $4,364,172

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: EXPENSE REIMBURSEMENT

    total $171,539 · related or exempt $171,539 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $171,539

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $217,562,833

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,565,969

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $940,407

  • 10 · Payroll taxes

    total $231,591

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $315,591

  • 11c · Fees: accounting

    total $184,307

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $402,681

  • 11g · Fees: other

    total $420,525

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $599,197

  • 14 · Information technology

    total $341,405

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $393,559

  • 17 · Travel

    total $52,510

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $23,459

  • 20 · Interest

    total $30,430

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $137,717

  • 24a · Other expenses: PCORI FEES

    total $136,777

  • 24b · Other expenses: DEPRECIATION

    total $33,860

  • 24c · Other expenses: DUES AND SUBSCRIPTION

    total $4,319

  • 24d · Other expenses: TEMPORARY LABOR CONTRACTS

    total $15,126

  • 24e · All other expenses

    total $1,649

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $72,206,717 · end of year $50,754,208

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $22,920,744 · end of year $20,307,933

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $45,824 · end of year $138,816

  • 10a · Land, buildings and equipment: cost or other basis

    $1,507,756

  • 10b · Land, buildings and equipment: accumulated depreciation

    $315,636

  • 10c · Land, buildings and equipment, net

    beginning of year $1,539,691 · end of year $1,192,120

  • 11 · Investments: publicly traded securities

    beginning of year $306,644,859 · end of year $350,523,587

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,822,477 · end of year $14,292,450

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $5,362,982 · end of year $5,224,561

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $110,555,500 · end of year $97,567,500

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $273,616,876 · end of year $305,832,153

Mission and programs · 2023

Mission

THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT.

  • THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT.

As filed on the 2023 return.

Listed in Part VII

  • EMPLOYEE 01

    ADMINISTRATOR

    Total calculated
    $344,033
    From this org
    $0
    From related orgs
    $283,866
    Other
    $60,167
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,866 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $42,580 related
    Nontaxable benefits
    $0 + $17,587 related
    Filer's total
    $0 + $344,033 related

  • EMPLOYEE 02

    SENIOR EXECUTIVE ADMINISTRATOR

    Total calculated
    $331,537
    From this org
    $0
    From related orgs
    $273,000
    Other
    $58,537
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,950 related
    Nontaxable benefits
    $0 + $17,587 related
    Filer's total
    $0 + $331,537 related

  • EMPLOYEE 03

    EMPLOYER SERVICES MANAGER

    Total calculated
    $205,381
    From this org
    $0
    From related orgs
    $163,299
    Other
    $42,082
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,299 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,495 related
    Nontaxable benefits
    $0 + $17,587 related
    Filer's total
    $0 + $205,381 related

  • EMPLOYEE 04

    PARTICIPANT SERVICES MANAGER

    Total calculated
    $201,427
    From this org
    $0
    From related orgs
    $159,861
    Other
    $41,566
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,861 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,979 related
    Nontaxable benefits
    $0 + $17,587 related
    Filer's total
    $0 + $201,427 related

  • EMPLOYEE 09

    INFORMATION SERVICES MANAGER

    Total calculated
    $181,516
    From this org
    $0
    From related orgs
    $142,547
    Other
    $38,969
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,547 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,382 related
    Nontaxable benefits
    $0 + $17,587 related
    Filer's total
    $0 + $181,516 related

  • FIDENCIO VELASCO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JESSE SCOTT-KANDOLL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK PORTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVE JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SCOTT SCHAEFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN NESSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW LEDBETTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALBERT MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Heath Hansen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Anthony Pea

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Pedro Espinoza

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Frank Hawk

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bob Timmons

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SEE PART VII - SUPPl info

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SEE PART VII - SUPPLEMENTAL INFORMATION

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v5.1
Source object
202442979349301934

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