Oregon-Sw Washington Carpenters Employers 401(k) Plan and Trust
401(k)MergedUnion (multiemployer)
Merged. In 2021 its assets moved to the Carpenters of Western Wa Individual Account Pension Pla, sponsored by Northwest Carpenters Individual Account Pension Pla (EIN 91-1160641, plan 002). Accounts moved with them, so that plan is the one to contact.
- Plan number
- 001Employer EIN 93-1244138
- Participants (2020)
- 16,171
- Net assets (2020)
- $42.4 million
- Recordkeeper
- MillimanEarlier: Prudential (2009–2010)
- Plan administrator
- Oregon SW Washington Carpenters
2200 6TH Ave Ste 300
Seattle, WA 98121
(206) 441-6514As filed for 2021 - In effect since
- February 1, 1998
Earlier sponsors: Bot-Oregon SW Washington Carpenters Employers 401K Plan & Trust (2009–2014); Bot - Oregon SW Washington Carpenters Employer 401(K) Plan and Trust (2015–2018); Bot - Oregon SW Washington Carpenters Employers 401(K) Plan and Trust (2019).
Earlier plan names: Oregon-Sw Washington Carpenters- Employers 401(k) Plan and Trust; Oregon-Sw Washington Carpenters Employers 401(k) P.
Year by year, 2009 to 2021
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2021 | 0 | $0 | Milliman |
| 2020 | 16,171 | $42.4 million | Milliman |
| 2019 | 13,484 | $34.1 million | Milliman |
| 2018 | 12,381 | $26.0 million | Milliman |
| 2017 | 11,183 | $26.4 million | Milliman |
| 2016 | 9,011 | $22.3 million | Milliman |
| 2015 | 5,084 | $20.0 million | Milliman |
| 2014 | 6,998 | $19.6 million | Milliman |
| 2013 | 5,903 | $18.1 million | Milliman |
| 2012 | 5,691 | $15.8 million | Milliman |
| 2011 | 3,631 | $14.5 million | Milliman |
| 2010 | 3,610 | $14.8 million | Prudential |
| 2009 | 4,852 | $13.5 million | Prudential |