Retirement Plan > SPD > Administrative Information

Summary Plan Description

Administrative Information

  1. Plan Name:

The plan is known as the Carpenters Retirement Plan of Western Washington.
 

  1. 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.
 

  1. 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.
 
  1. 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.
 
  1. Type of Administration:
 The plan is administered by a joint labor-management board of trustees with the assistance of a salaried administrator.
  1. 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
 
  1. 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.
 
  1. 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.
 
  1. 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.
 
  1. 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.
  1. Plan Year:
 January 1 through December 31.
  1. Agents For Legal Process:
 Service for legal process may also be made on the Board of Trustees or plan administrator.
  1. Plan Actuary:
 Michael R. Clark
Rael & Letson
635 Mariner’s Island Blvd.
San Mateo, California  94404
(415) 341-3311
 

 

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