Plan Snapshot
- Plan Sponsor: Board Of Joint Trustees Of North Central States Regional Council Of
- Sponsor EIN: 396069788
- Sponsor Address: PO BOX 4002, EAU CLAIRE, WI, 547024002
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,272
- Total Assets: $129.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,272 | $129.1M | $77.3M | $8.9M |
| 2023 | 4,371 | $135.7M | $76.2M | $8.8M |
| 2022 | 4,091 | $139.7M | $69.2M | $8.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF WISCONS | Other Service Provider | $2,073,253 | — | $2,073,253 |
| WILSON-MCSHANE CORPORATION | Other Service Provider | $1,811,013 | — | $1,811,013 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $1,203,241 | — | $1,203,241 |
| CASE MANAGEMENT SPECIALTIES | Other Service Provider | $638,616 | — | $638,616 |
| TEAM | Other Service Provider | $362,452 | — | $362,452 |
| DELTA DENTAL OF WISCONSIN | Other Service Provider | $234,688 | — | $234,688 |
| THE PREVIANT LAW FIRM S.C. | Other Service Provider | $169,603 | — | $169,603 |
| REINHART BOERNER VAN DEUREN S.C. | Other Service Provider | $95,516 | — | $95,516 |
| INVESCO TRUST COMPANY | Other Service Provider | $74,908 | — | $74,908 |
| BENEVELLE CONSULTING CORPORATION | Other Service Provider | $63,250 | — | $63,250 |
| BENESYS | Other Service Provider | $55,745 | — | $55,745 |
| CLIFTONLARSONALLEN LLP | Auditor | $44,914 | — | $44,914 |
| NORTHERN TRUST COMPANY | Other Service Provider | $36,950 | — | $36,950 |
| SEGAL MARCO ADVISORS | Other Service Provider | $33,477 | — | $33,477 |
| ASSOCIATED BANK | Other Service Provider | $18,283 | — | $18,283 |
| EAU CLAIRE PRINTING CO, INC | Other Service Provider | $17,340 | — | $17,340 |
| L & M MAIL SERVICE INC | Other Service Provider | $14,850 | — | $14,850 |
| HONSA-BINDER PRINTING, INC | Other Service Provider | $6,671 | — | $6,671 |
| CONSOLIDATED PRINTING COMPANY | Other Service Provider | $5,048 | — | $5,048 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,959,818
- Estimated Expense Ratio: 5.391% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,579,967 | $127,542 | $1,787,803 | $44,914 | — |
| 2023 | $3,249,917 | $155,785 | $1,760,799 | $42,992 | — |
| 2022 | $2,806,965 | $110,013 | $45,499 | — | $607,600 |