Plan5500

North Shore Bank Retirement Plan — Form 5500 plan (North Shore Bank)

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 Shore Bank Retirement Plan is a benefit plan reported by North Shore Bank under EIN 39-0506400 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $36,651,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Shore Bank
EIN
39-0506400
Plan number
001
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
304
End-of-year plan assets
$36,651,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20241011110951NAL0010852259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,651,235
Total liabilities (EOY)
$0
Net assets (EOY)
$36,651,235
Net assets (BOY)
$33,456,142

Income & contributions

Total contributions
$0
Total income / additions
$5,213,314

Expenses & distributions

Benefits paid
$1,902,296
Administrative expenses
$115,925
Total expenses
$2,018,221
Net increase / (decrease)
$3,195,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Great-West Life & Annuity InsuranceRECORDKEEPER$95,925$02023
Alpha Investment Consulting GroupINVESTMENT ADVISOR$20,000$02023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$0$02023

Related Form 5500 pages