North Central States Regional Council Of Carpenters Supplemental Retirement Plan — 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 Supplemental Retirement Plan is a benefit plan reported by Joint Board Of Trustees Of North Central States Regional Council Of under EIN 80-0234499 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,936 participants and $310,815,880 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
- 80-0234499
- Plan number
- 001
- Plan type
- 1
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 10,936
- End-of-year plan assets
- $310,815,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,936 | H, C | 20241015155223NAL0058547730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $310,815,880
- Total liabilities (EOY)
- $439,363
- Net assets (EOY)
- $310,376,517
- Net assets (BOY)
- $234,773,380
Income & contributions
- Employer contributions
- $40,054,852
- Total contributions
- $40,193,544
- Total income / additions
- $84,927,316
Expenses & distributions
- Benefits paid
- $8,674,298
- Administrative expenses
- $649,881
- Total expenses
- $9,324,179
- Net increase / (decrease)
- $75,603,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $353,790 | $0 | 2023 |
| Wilson Mcshane Corporation | NONE | $118,272 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $51,623 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $17,614 | 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
- Associated Trust Company, N.A. — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation