North Central States Regional Council Of Carpenters Pension Fund — Form 5500 plan (Joint Board Of 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 Pension Fund is a benefit plan reported by Joint Board Of Trustees Of North Central States Regional Council Of under EIN 39-6079856 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,425 participants and $1,696,009,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of North Central States Regional Council Of
- EIN
- 39-6079856
- Plan number
- 001
- Plan type
- 1
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 18,425
- End-of-year plan assets
- $1,696,009,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,425 | H, C | 20241015154853NAL0016797107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,696,009,463
- Total liabilities (EOY)
- $1,750,945
- Net assets (EOY)
- $1,694,258,518
- Net assets (BOY)
- $1,570,862,293
Income & contributions
- Employer contributions
- $102,388,081
- Total contributions
- $102,388,081
- Total income / additions
- $259,602,916
Expenses & distributions
- Benefits paid
- $126,190,576
- Administrative expenses
- $10,016,115
- Total expenses
- $136,206,691
- Net increase / (decrease)
- $123,396,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust | NONE | $1,026,624 | not reported in the loaded dataset | 2023 |
| Wilson Mcshane Corporation | NONE | $875,946 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $736,350 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $652,350 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $643,440 | $0 | 2023 |
| Alliance Bernstein | NONE | $573,127 | $0 | 2023 |
| Intercontinental Real Estate Corpor | NONE | $556,673 | not reported in the loaded dataset | 2023 |
| Neuberger Berman | NONE | $435,398 | not reported in the loaded dataset | 2023 |
| Jennison Associates | NONE | $367,552 | not reported in the loaded dataset | 2023 |
| Torchlight Investors, LLC. | NONE | $280,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $247,000 | not reported in the loaded dataset | 2023 |
| Dover Ix Associates L.P. | NONE | $234,165 | $0 | 2023 |
| Loomis Sayles | NONE | $223,764 | not reported in the loaded dataset | 2023 |
| Starwood Xi Management, Lp | NONE | $188,681 | $0 | 2023 |
| Robert W Baird & Co. | NONE | $174,175 | $0 | 2023 |
| Blackstone Mortgage Trust | NONE | $148,584 | $0 | 2023 |
| Invesco Trust Company | NONE | $143,563 | not reported in the loaded dataset | 2023 |
| Associated Trust Company, N.A. | NONE | $130,372 | not reported in the loaded dataset | 2023 |
| Westport | NONE | $97,500 | not reported in the loaded dataset | 2023 |
| Contrarian Dre Iii Management LLC | NONE | $97,428 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $81,143 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $80,917 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $66,197 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $50,463 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administrators | NONE | $50,079 | not reported in the loaded dataset | 2023 |
| Ironside | NONE | $48,109 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $38,868 | $0 | 2023 |
| Gcm Customized Fund Investment Grou | NONE | $30,000 | $0 | 2023 |
| Eau Claire Printing | NONE | $9,551 | not reported in the loaded dataset | 2023 |
| Hovalnds Hvac Services | NONE | $7,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of 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
- Wellington Trust — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Boston Partners — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Intercontinental Real Estate Corpor — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Jennison Associates — Schedule C compensation
- Torchlight Investors, LLC. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Dover Ix Associates L.P. — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Starwood Xi Management, Lp — Schedule C compensation
- Robert W Baird & Co. — Schedule C compensation
- Blackstone Mortgage Trust — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Associated Trust Company, N.A. — Schedule C compensation
- Westport — Schedule C compensation
- Contrarian Dre Iii Management LLC — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Benefit Plan Administrators — Schedule C compensation
- Ironside — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Gcm Customized Fund Investment Grou — Schedule C compensation
- Eau Claire Printing — Schedule C compensation
- Hovalnds Hvac Services — Schedule C compensation