- Plan
Name:
|
The plan is
known as the Carpenters Retirement Plan of Western Washington.
|
- Name,
Address and Telephone Numbers of the Joint Board of
Trustees:
|
The plan is
sponsored by a joint labor-management board of trustees. The Board’s name,
address and telephone numbers
are:
Board
of Trustees
Carpenters
Trusts of Western
Washington
2200 Sixth
Avenue, Suite
300
Seattle, Washington
98121-1839
(206)
441-6514 Seattle
Area
(800) 552-0635
Nationwide
A list of
Trustees is below.
You and your
beneficiary may obtain a complete list of the employer and employee
organizations sponsoring the plan by written request to the Trustees. You may
also examine this information at the Trust Office or your Local Union upon ten
days advance written request. The Trustees may impose a reasonable charge to
cover the cost of furnishing these lists and you may wish to ask the amount of
the charges before requesting copies.
|
- Identification
Number:
|
The Internal
Revenue Service employer identification number assigned to this plan is
91-6029051. In accordance with IRS instructions, the Trustees have assigned this
plan the identification number of 001.
|
- Type
of Plan:
|
The Carpenters
Retirement Plan of Western Washington is a defined benefit plan that provides
benefits upon retirement, disability retirement and preretirement death
benefits.
|
- Type
of Administration:
|
The plan is
administered by a joint labor-management board of trustees with the assistance
of a salaried administrator.
|
- Name,
Address and Telephone Numbers of the Salaried
Administrator:
|
Norman A.
Anderson
Carpenters
Trusts of Western
Washington
2200 Sixth
Avenue, Suite
300
Seattle, Washington
98121-1839
(206)
441-6514 Seattle
Area
(800) 552-0635
Nationwide
|
- Description
of Collective Bargaining Agreement:
|
The plan is
maintained according to the terms of collective bargaining agreements. You and
your beneficiary may obtain a copy of an agreement by writing to the Trustees.
You may also examine an agreement at the Trust Office or your Local Union upon
ten days advance written request. The Trustees may impose a reasonable charge to
cover the cost of furnishing an agreement and you may wish to ask the amount of
the charges before requesting copies.
|
- Eligibility
and Benefits:
|
You are entitled
to participate in this plan if you work under a collective bargaining agreement
described in item G, and if your employer is required to make contributions to
the Trust Fund on your behalf.
The eligibility
rules which determine who is entitled to participate are in Participation and Eligibility. The suspension rules are in sections
Breaks In Service and Termination, and Post-Retirement Employment and Suspension of Benefits.
Copies of these booklets are available from the Trust Office at the address in
item B, or your Local Union. There is no charge for them.
|
- Source
of Contributions:
|
The
Carpenters Retirement Plan of Western Washington is funded by employer
contributions. The contribution amount is specified in the collective bargaining
agreements described in item G.
|
- Entities
Used ForAccumulation of Assets and Payment of Benefits:
|
Contributions
paid into the plan to obtain benefits are received and held in trust by the
Board of Trustees, pending payment of retirement benefits and administrative
expenses.
|
- Plan
Year:
|
January 1
through December 31.
|
-
Agents For Legal Process:
|
Service for
legal process may also be made on the Board of Trustees or plan
administrator.
|
- Plan
Actuary:
|
Michael R.
Clark
Rael &
Letson
635
Mariner’s Island
Blvd.
San Mateo,
California
94404
(415)
341-3311
|
|
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