Form 990 for tax year 2024
Filed by NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN.
Totals
- Total revenue
- $175,066,938
- Total expenses
- $217,294,435
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $180,677,066
- Investment income
- -$7,232,456
- Other revenue
- $1,622,328
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- 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 $172,317,640 · related or exempt $172,317,640
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $8,359,426 · related or exempt $8,359,426
-
3 · Investment income
total $12,277,182 · excluded $12,277,182
-
7a · Gross sales of assets other than inventory
securities $174,201,993
-
7b · Less cost or other basis and sales expenses
securities $193,711,631
-
7c · Gain or loss
securities -$19,509,638
-
7d · Net gain or loss
total -$19,509,638 · excluded -$19,509,638
-
11a · Other revenue: SETTLEMENT INCOME
total $1,228,573 · related or exempt $1,228,573
-
11b · Other revenue: GAIN ON WITHDRAWAL LIABILITY
total $324,542 · related or exempt $324,542
-
11c · Other revenue: EXPENSE REIMBURSEMENT
total $61,695 · related or exempt $61,695
-
11d · All other revenue
total $7,518 · related or exempt $7,518
-
11e · Other revenue, total
$1,622,328
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $204,872,699
-
11b · Fees: legal
total $254,214
-
11c · Fees: accounting
total $155,437
-
11f · Fees: investment management
total $346,337
-
11g · Fees: other
total $507,468
-
13 · Office expenses
total $447,613
-
14 · Information technology
total $331,366
-
16 · Occupancy
total $385,255
-
17 · Travel
total $50,984
-
19 · Conferences, conventions and meetings
total $8,687
-
20 · Interest
total $21,078
-
22 · Depreciation, depletion and amortization
total $24,136
-
23 · Insurance
total $128,361
-
24a · Other expenses: CASE MANAGEMENT AND REL
total $6,121,897
-
24b · Other expenses: REIMBURSEMENT OF PERSON
total $3,498,122
-
24c · Other expenses: PCORI FEES
total $139,049
-
24d · Other expenses: PERSONAL PROPERTY TAXES
total $1,732
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $50,754,208 · end of year $0
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $20,307,933 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $138,816 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $1,192,120 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $350,523,587 · end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $14,292,450 · end of year $0
-
19 · Deferred revenue
beginning of year $5,224,561 · end of year $0
-
25 · Other liabilities
beginning of year $97,567,500 · end of year $0
-
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 $305,832,153 · end of year $0
Mission and programs · 2024
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 2024 return.
Listed in Part VII
-
Antonio AcostaANTONIO ACOSTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Eitel BraunschweigEITEL BRAUNSCHWEIG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Mario MartinezMARIO MARTINEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Scott SchaeferSCOTT SCHAEFER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Jesse Scott-KandollJESSE SCOTT-KANDOLL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Andrew LedbetterANDREW LEDBETTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Eric JonesERIC JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Steve JonesSTEVE JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Albert MartinALBERT MARTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Chris McGhieCHRIS MCGHIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
John NesseJOHN NESSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Mark PortinMARK PORTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Anthony PenaANTHONY PENA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Pedro EspinozaPEDRO ESPINOZA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Frank HawkFRANK HAWK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Fidencio VelascoFIDENCIO VELASCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Heath HansenHEATH HANSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Robert TimmonsROBERT TIMMONS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
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.
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.
-
CARP TR OF WW IAP PLAN
1.401-1(B)3 · PENSION BEN. · WA
-
CARP RETIREMENT PLAN OF WW
1.401-1(B)3 · PENSION BEN. · WA
-
501(C)(3) · TRAINING BEN. · WA
-
501(C)(5) · LABOR ORG. · WA
-
501(C)(9) · VACATION · WA
-
CARP TRUSTS OF WW
1.401-1(B)3 · ADMIN. · WA
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
Liquidation · CASH · Dec 31, 2024 · 501(C)(9)
-
Liquidation · RECEIVABLES · Dec 31, 2024 · 501(C)(9)
-
Liquidation · PREPAID EXPENSES · Dec 31, 2024 · 501(C)(9)
-
Liquidation · PROPERTY AND EQUIPMENT · Dec 31, 2024 · 501(C)(9)
-
Liquidation · RIGHT OF USE ASSET · Dec 31, 2024 · 501(C)(9)
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543219349306489
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