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Important Plan Documents and Notices
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The Carpenters' Pension Trust Fund of Kansas City became effective
on April 1, 1968 and it has been amended from time to time since
contributions from employers began. The purpose of the Plan is to
provide retirement income for carpenters who work a number of
years under the terms of the collective bargaining agreements. If you
work in such covered employment for enough years you may qualify
for benefits as described in the Summary Plan Description.
Board of Trustees:
A Board of Trustees is responsible for the
operation of this Plan. The Board of Trustees consists of Employer
and Union representatives selected by the Employers and the Union,
which have entered into collective bargaining agreements, which
relate to this Plan. Click here to contact the Board of Trustees
Plan Sponsor and Administration:
The Board of Trustees is both the Plan Sponsor and Plan Administrator.
The number assigned to this Plan by the Board of Trustees pursuant to instructions of the Internal Revenue Service
is 001. The Employer Identification Number (EIN) assigned to the Board of Trustees by the Internal Revenue Service is 43-6108379.
As a participant in the Carpenters' Pension Trust Fund of Kansas City, you are entitled to certain rights and protections under the Employee
Retirement Income Security Act of 1974 (ERISA). ERISA provides that all Plan participants shall be entitled to:
Receive Information About Your Plan and Benefits
Examine, without charge, at the Plan Administrator’s office and at other specified locations, such as work sites and Fund Office, all
documents governing the Plan, including insurance contracts and collective bargaining agreements, and a copy of the latest annual
report (Form 5500 Series) filed by the Plan with the U.S. Department of Labor and available at the Public Disclosure Room of the
Employee Benefit Security Administration. Obtain, upon written request to the Plan Administrator, copies of documents governing the
operation of the Plan, including insurance contracts and collective bargaining agreements, and copies of the latest annual report (Form
5500 Series) and updated summary plan description. The Plan Administrator may make a reasonable charge for the copies. Receive a
summary of the Plan’s annual financial report. The Plan Administrator is required by law to furnish each participant with a copy of this
summary annual report.
Prudent Actions by Plan Fiduciaries
In addition to creating rights for Plan participants, ERISA imposes duties upon the people who are responsible for the operation of the
Plan. The people who operate your Plan, called “fiduciaries” of the Plan, have a duty to do so prudently and in the interest of you and
other Plan participants and beneficiaries. No one, including your Employer, your Union, or any other person, may fire you or otherwise
discriminate against you in any way to prevent you from obtaining a welfare benefit or exercising your rights under ERISA.
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