2023 Form 5500 filing — North Central States Regional Council Of Carpenters Health Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015154559NAL0030222593001) for North Central States Regional Council Of Carpenters Health Fund, reported by Board Of Joint Trustees Of North Central States Regional Council Of under EIN 39-6069788 and plan number 501. It reports 5,737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154559NAL0030222593001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Joint Trustees Of North Central States Regional Council Of
- EIN
- 39-6069788
- Plan number
- 501
- Location
- Eau Claire, WI
- Participants
- 5,737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,714,913
- Total liabilities (EOY)
- $7,801,472
- Net assets (EOY)
- $127,913,441
- Employer contributions
- $76,170,560
- Participant contributions
- $8,806,863
- Total income / additions
- $97,053,577
- Benefits paid
- $94,032,955
- Administrative expenses
- $3,249,917
- Total expenses
- $97,282,872
- Net increase / (decrease)
- -$229,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $2,012,465 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $1,761,376 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $1,365,051 | not reported in the loaded dataset |
| Case Management Specialties | NONE | $505,542 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | NONE | $234,464 | not reported in the loaded dataset |
| Team | NONE | $186,291 | not reported in the loaded dataset |
| The Previant Law Firm S.C. | NONE | $177,521 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $107,683 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $97,415 | not reported in the loaded dataset |
| Benesys | NONE | $68,237 | not reported in the loaded dataset |
| Benevelle Consulting Corporation | NONE | $51,500 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $42,992 | not reported in the loaded dataset |
| Northern Trust Investments, Inc | NONE | $38,494 | $0 |
| Segal Marco Advisors | NONE | $31,815 | not reported in the loaded dataset |
| Associated Bank | NONE | $18,282 | not reported in the loaded dataset |