North Central States Regional Council Of Carpenters Health Fund — Form 5500 plan (Board Of Joint Trustees Of North Central States Regional Council Of)
Plain-English plan 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, North Central States Regional Council Of Carpenters Health Fund is a benefit plan reported by Board Of Joint Trustees Of North Central States Regional Council Of under EIN 39-6069788 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,737 participants and $135,714,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Joint Trustees Of North Central States Regional Council Of
- EIN
- 39-6069788
- Plan number
- 501
- Plan type
- 1
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 5,737
- End-of-year plan assets
- $135,714,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,737 | H, C | 20241015154559NAL0030222593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,714,913
- Total liabilities (EOY)
- $7,801,472
- Net assets (EOY)
- $127,913,441
- Net assets (BOY)
- $128,142,736
Income & contributions
- Employer contributions
- $76,170,560
- Participant contributions
- $8,806,863
- Total contributions
- $84,977,423
- Total income / additions
- $97,053,577
Expenses & distributions
- Benefits paid
- $94,032,955
- Administrative expenses
- $3,249,917
- Total expenses
- $97,282,872
- Net increase / (decrease)
- -$229,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $2,012,465 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $1,761,376 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $1,365,051 | not reported in the loaded dataset | 2023 |
| Case Management Specialties | NONE | $505,542 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | NONE | $234,464 | not reported in the loaded dataset | 2023 |
| Team | NONE | $186,291 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm S.C. | NONE | $177,521 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $107,683 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $97,415 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $68,237 | not reported in the loaded dataset | 2023 |
| Benevelle Consulting Corporation | NONE | $51,500 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $42,992 | not reported in the loaded dataset | 2023 |
| Northern Trust Investments, Inc | NONE | $38,494 | $0 | 2023 |
| Segal Marco Advisors | NONE | $31,815 | not reported in the loaded dataset | 2023 |
| Associated Bank | NONE | $18,282 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Joint Trustees Of North Central States Regional Council Of
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Eau Claire, WI
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Case Management Specialties — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Team — Schedule C compensation
- The Previant Law Firm S.C. — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Benesys — Schedule C compensation
- Benevelle Consulting Corporation — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Northern Trust Investments, Inc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Associated Bank — Schedule C compensation