2025-11-17T10:21:08-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 916029049 NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN NORT 2064416514 433 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 ANDREW LEDBETTER TRUSTEE 2064416514 2025-11-17 1 1 ERIN CRANMER P01712644 2023319880 2025-11-17 2024 2025-03-06 01:10:19Z X X ANDREW LEDBETTER 433 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 368778569 0 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. X 12 12 0 0 0 0 0 0 227874508 180677066 15382064 -7232456 171539 1622328 243428111 175066938 0 0 217562833 204872699 3737967 0 0 0 0 3093112 12421736 224393912 217294435 19034199 -42227497 422916664 0 117084511 0 305832153 0 THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. 0 0 THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GENE PRICE 2064416514 2200 6TH AVE STE 3000 SEATTLE WA 98121 X X ANTONIO ACOSTA TRUSTEE 0.00 1.00 X 0 0 0 EITEL BRAUNSCHWEIG TRUSTEE 0.00 1.00 X 0 0 0 MARIO MARTINEZ TRUSTEE 0.00 1.00 X 0 0 0 SCOTT SCHAEFER TRUSTEE 0.00 1.00 X 0 0 0 JESSE SCOTT-KANDOLL TRUSTEE 0.00 1.00 X 0 0 0 ANDREW LEDBETTER TRUSTEE 0.00 1.00 X 0 0 0 ERIC JONES TRUSTEE 0.00 1.00 X 0 0 0 STEVE JONES TRUSTEE 0.00 1.00 X 0 0 0 ALBERT MARTIN TRUSTEE 0.00 1.00 X 0 0 0 CHRIS MCGHIE TRUSTEE 0.00 1.00 X 0 0 0 JOHN NESSE TRUSTEE 0.00 1.00 X 0 0 0 MARK PORTIN TRUSTEE 0.00 1.00 X 0 0 0 ANTHONY PENA TRUSTEE 0.00 1.00 X 0 0 0 PEDRO ESPINOZA TRUSTEE 0.00 1.00 X 0 0 0 FRANK HAWK TRUSTEE 0.00 1.00 X 0 0 0 FIDENCIO VELASCO TRUSTEE 0.00 1.00 X 0 0 0 HEATH HANSEN TRUSTEE 0.00 1.00 X 0 0 0 ROBERT TIMMONS TRUSTEE 0.00 1.00 X 0 0 0 0 0 0 0 0 0 0 GROOM LAW GROUP CHARTERED 1701 PENNSYLVANIA AVE NW SUITE 120 WASHINGTON DC WA 20006 LEGAL SERVICES 375000 BARLOW COUGHRAN MORALES & JOSEPHSON PS 1325 4TH AVENUE STE 910 SEATTLE WA 98101 LEGAL SERVICES 337820 MILLER KAPLAN ARASE 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91602 PLAN CONSULTING 210206 ANASTASI MOORE & MARTIN LLC 9 S WASHINGYTON STE 600 SPOKANE WA WA 99201 PAYROLL AUDIT SERVICES 170468 SHANLEY A PROFESSIONAL CORPORATION 533 S FREMONT AVE 9TH FLOOR LOS ANGELES CA 90071 LEGAL SERVICES 132972 5 EMPLOYER CONTRIBUTIONS 900099 172317640 172317640 PARTICIPANT CONTRIBUTIONS 900099 8359426 8359426 180677066 12277182 12277182 174201993 193711631 -19509638 -19509638 -19509638 SETTLEMENT INCOME 900099 1228573 1228573 GAIN ON WITHDRAWAL LIABILITY 900099 324542 324542 EXPENSE REIMBURSEMENT 900099 61695 61695 7518 7518 1622328 175066938 182299394 0 -7232456 204872699 254214 155437 346337 507468 447613 331366 385255 50984 8687 21078 24136 128361 CASE MANAGEMENT AND REL 6121897 REIMBURSEMENT OF PERSON 3498122 PCORI FEES 139049 PERSONAL PROPERTY TAXES 1732 217294435 50754208 0 0 0 20307933 0 0 0 0 0 138816 0 0 0 1192120 0 350523587 0 0 0 0 0 422916664 0 14292450 0 5224561 0 97567500 0 117084511 0 X 0 0 0 0 305832153 0 305832153 0 422916664 0 X -42227497 32943733 -296548389 X X 0 1 X 1 0 0 X 207664334 32943733 32943733 174720601 346337 346337 175066938 216948098 0 216948098 346337 346337 217294435 PART X, LINE 2: THE INTERNATIONAL UNION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO ADDITIONAL MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. CASH 2024-12-31 30682919 BOOK VALUE 956042873 WESTERN STATES CARPENTERS HEALTH AND WELFARE PLAN 445 SOUTH FIGUEROA ST LOS ANGELES CA 90071 501(C)(9) RECEIVABLES 2024-12-31 16855652 BOOK VALUE 956042873 WESTERN STATES CARPENTERS HEALTH AND WELFARE PLAN 445 SOUTH FIGUEROA ST LOS ANGELES CA 90071 501(C)(9) PREPAID EXPENSES 2024-12-31 267848 BOOK VALUE 956042873 WESTERN STATES CARPENTERS HEALTH AND WELFARE PLAN 445 SOUTH FIGUEROA ST LOS ANGELES CA 90071 501(C)(9) PROPERTY AND EQUIPMENT 2024-12-31 48688568 ACTUAL COST WITH DEPRECIATION 956042873 WESTERN STATES CARPENTERS HEALTH AND WELFARE PLAN 445 SOUTH FIGUEROA ST LOS ANGELES CA 90071 501(C)(9) RIGHT OF USE ASSET 2024-12-31 793367 BOOK VALUE 956042873 WESTERN STATES CARPENTERS HEALTH AND WELFARE PLAN 445 SOUTH FIGUEROA ST LOS ANGELES CA 90071 501(C)(9) 1 0 0 0 1 0 0 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: ANTONIO ACOSTA AND CHRIS MCGHIE PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: MR. ACOSTA AND MR. MCGHIE WERE APPOINTED AS TRUSTEES ON THE WESTERN STATES CARPENTERS TRAINING TRUST FUND. FORM 990, PART VI, SECTION B, 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. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN ADMINISTRATOR PERIODICALLY UPDATES A LIST OF PARTIESININTEREST. 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. PARTYININTEREST INQUIRIES ARE MADE ANNUALLY BY THE PLAN ADMINISTRATOR IN COORDINATION WITH THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAINTAINS COPIES OF THE DOCUMENTS AND PROVIDES THE AVAILABLE DOCUMENTS UPON WRITTEN REQUEST. FORM 990, PART VIII, LINE1A, 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. FORM 990, PART XI, LINE 9: AMOUNTS TRANSFERRED TO OTHER PLAN -296,548,389. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. CARP TR OF WW IAP PLAN 2200 6TH AVE STE 300 SEATTLE WA 98121 911160641 PENSION BEN. WA 1.401-1(B)3 N/A 0 CARP RETIREMENT PLAN OF WW 2200 6TH AVE STE 300 SEATTLE WA 98121 916029051 PENSION BEN. WA 1.401-1(B)3 N/A 0 CARP-EMP A&T TR OF WA-ID 2200 6TH AVE STE 300 SEATTLE WA 98121 237163057 TRAINING BEN. WA 501(C)(3) N/A 0 PACIFIC NW RCC 25120 PACIFIC HWY S STE 200 KENT WA 98032 911704240 LABOR ORG. WA 501(C)(5) N/A 0 CARP-ERS VACATION 2200 6TH AVE STE 300 SEATTLE WA 98121 237163058 VACATION WA 501(C)(9) N/A 0 CARP TRUSTS OF WW 2200 6TH AVE STE 300 SEATTLE WA 98121 910715926 ADMIN. WA 1.401-1(B)3 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0