2023 Form 5500 filing — North Central States Regional Council Of Carpenters Pension 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 20241015154853NAL0016797107001) for North Central States Regional Council Of Carpenters Pension Fund, reported by Joint Board Of Trustees Of North Central States Regional Council Of under EIN 39-6079856 and plan number 001. It reports 18,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154853NAL0016797107001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of North Central States Regional Council Of
- EIN
- 39-6079856
- Plan number
- 001
- Location
- Eau Claire, WI
- Participants
- 18,425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,696,009,463
- Total liabilities (EOY)
- $1,750,945
- Net assets (EOY)
- $1,694,258,518
- Employer contributions
- $102,388,081
- Total income / additions
- $259,602,916
- Benefits paid
- $126,190,576
- Administrative expenses
- $10,016,115
- Total expenses
- $136,206,691
- Net increase / (decrease)
- $123,396,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust | NONE | $1,026,624 | not reported in the loaded dataset |
| Wilson Mcshane Corporation | NONE | $875,946 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $736,350 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $652,350 | not reported in the loaded dataset |
| Boston Partners | NONE | $643,440 | $0 |
| Alliance Bernstein | NONE | $573,127 | $0 |
| Intercontinental Real Estate Corpor | NONE | $556,673 | not reported in the loaded dataset |
| Neuberger Berman | NONE | $435,398 | not reported in the loaded dataset |
| Jennison Associates | NONE | $367,552 | not reported in the loaded dataset |
| Torchlight Investors, LLC. | NONE | $280,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $247,000 | not reported in the loaded dataset |
| Dover Ix Associates L.P. | NONE | $234,165 | $0 |
| Loomis Sayles | NONE | $223,764 | not reported in the loaded dataset |
| Starwood Xi Management, Lp | NONE | $188,681 | $0 |
| Robert W Baird & Co. | NONE | $174,175 | $0 |
| Blackstone Mortgage Trust | NONE | $148,584 | $0 |
| Invesco Trust Company | NONE | $143,563 | not reported in the loaded dataset |
| Associated Trust Company, N.A. | NONE | $130,372 | not reported in the loaded dataset |
| Westport | NONE | $97,500 | not reported in the loaded dataset |
| Contrarian Dre Iii Management LLC | NONE | $97,428 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $81,143 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $80,917 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $66,197 | not reported in the loaded dataset |
| The Previant Law Firm, S.C. | NONE | $50,463 | not reported in the loaded dataset |
| Benefit Plan Administrators | NONE | $50,079 | not reported in the loaded dataset |
| Ironside | NONE | $48,109 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $38,868 | $0 |
| Gcm Customized Fund Investment Grou | NONE | $30,000 | $0 |
| Eau Claire Printing | NONE | $9,551 | not reported in the loaded dataset |
| Hovalnds Hvac Services | NONE | $7,585 | not reported in the loaded dataset |