2023 Form 5500 filing — North Central States Regional Council Of Carpenters Supplemental Retirement Plan
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 20241015155223NAL0058547730001) for North Central States Regional Council Of Carpenters Supplemental Retirement Plan, reported by Joint Board Of Trustees Of North Central States Regional Council Of under EIN 80-0234499 and plan number 001. It reports 10,936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155223NAL0058547730001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of North Central States Regional Council Of
- EIN
- 80-0234499
- Plan number
- 001
- Location
- Eau Claire, WI
- Participants
- 10,936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $310,815,880
- Total liabilities (EOY)
- $439,363
- Net assets (EOY)
- $310,376,517
- Employer contributions
- $40,054,852
- Total income / additions
- $84,927,316
- Benefits paid
- $8,674,298
- Administrative expenses
- $649,881
- Total expenses
- $9,324,179
- Net increase / (decrease)
- $75,603,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $353,790 | $0 |
| Wilson Mcshane Corporation | NONE | $118,272 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $51,623 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $18,750 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $17,614 | not reported in the loaded dataset |