Northwest Carpenters Retirement Plan
Taft-Hartley plan, based in LOS Angeles, California, for 37,259 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Calibre CPA no longer appears on Northwest Carpenters Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023).
6 more advisers, 7 more managers, 19 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Core Bond Fund2 commitments
- Quest Group Trust VI2 commitments
- Quest Group Trust III2 commitments
- Quest Investment Management, LLC4 commitments
- JP Morgan Chase2 commitments
- Guggenheim Partners Investment Mgmt2 commitments
Relationship network
84 connected entities22 observed commitments22 repeat counterparties15 dated commitments shown here, 2022 to 2023
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.0%
- Other investments 0.1%
- Partnership/joint venture interests 18.6%
- 103-12 investment entities 13.0%
- Common/collective trusts 63.8%
- Registered investment companies 2.8%
Consultants and advisers
- Adept Hrm Solutions General consultantthrough Dec 31, 2023 Form 5500
- Agility Recovery General consultantthrough Dec 31, 2022 Form 5500
- Bridgeway Benefit Technologies General consultantthrough Dec 31, 2022 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Quest Investment Management, LLC4 rows, latest Dec 31, 2023
- JP Morgan Chase2 rows, latest Dec 31, 2023
- Guggenheim Partners Investment Mgmt2 rows, latest Dec 31, 2023
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Quest Investment Management, LLCplan years
- Guggenheim Funds Investment Advisors, LLCplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceCalibre CPA no longer appears on Northwest Carpenters Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Calibre CPAaskebsa.dol.gov
- Dec 31, 2024Assets changedNorthwest Carpenters Retirement Plan total assets $3.3B -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedNorthwest Carpenters Retirement Plan plan assets $3.0B -> $3.3B (+10.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAdept Hrm Solutions appears on Northwest Carpenters Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Adept Hrm Solutionsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceLinda Conley no longer appears on Northwest Carpenters Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Linda Conleyaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $163M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Quest Group Trust VIcollective trust | Quest Investment Management, LLC | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Quest Group Trust IIIcollective trust | Quest Investment Management, LLC | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
+19 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 37,259 | Not disclosed | Not disclosed | n/a | $0 | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 37,583 | Not disclosed | Not disclosed | n/a | $3.3B | $613M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 33,597 | Not disclosed | Not disclosed | n/a | $3.0B | $490M | Not disclosed | Not disclosed |
- Northwest Carpenters Trust codes 15 50 $1.6M PY2024
- Alan Biller & Associates codes 27 50 $850,000 PY2024
- Rael & Letson codes 11 17 50 $379,850 PY2024
+125 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: assets.
Northwest Carpenters Retirement Plan sits on 35 traced paths of capital across the graphs.
DFX traced 35 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Total assets changed2024-01-01source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
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