# Board Of Joint Trustees Of North Central States Regional Council Of Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-joint-trustees-of-north-central-states-regional-council-of-396069788-501

> Board Of Joint Trustees Of North Central States Regional Council Of's Health & Welfare plan: 4,272 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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