Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of North Central States Regional Council Of
- Sponsor EIN: 396079856
- Sponsor Address: PO BOX 4002, EAU CLAIRE, WI, 547024002
- Plan Type: DB
- Total Participants: 7,316
- Total Assets: $1.8B
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 | 7,316 | $1.8B | $100.1M | $0 |
| 2023 | 5,105 | $1.7B | $102.4M | $0 |
| 2022 | 5,662 | $1.6B | $97.8M | $0 |
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 |
|---|---|---|---|---|
| WELLINGTON TRUST | Other Service Provider | $1,156,315 | — | $1,156,315 |
| WILSON MCSHANE CORPORATION | Other Service Provider | $890,650 | — | $890,650 |
| RBC GLOBAL ASSET MANAGEMENT | Recordkeeper | $801,657 | — | $801,657 |
| ALLIANCE BERNSTEIN | Other Service Provider | $560,618 | — | $560,618 |
| U.S. REAL ESTATE INVESTMENT FUND, L | Other Service Provider | $559,716 | — | $559,716 |
| INTERCONTINENTAL REAL ESTATE CORPOR | Other Service Provider | $556,673 | — | $556,673 |
| JENNISON ASSOCIATES | Recordkeeper | $536,589 | — | $536,589 |
| BOSTON PARTNERS | Other Service Provider | $495,081 | — | $495,081 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $494,505 | — | $494,505 |
| NB ALTERNATIVES ADVISERS LLC | Other Service Provider | $442,701 | — | $442,701 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $300,105 | — | $300,105 |
| STARWOOD XI MANAGEMENT, LP | Other Service Provider | $299,647 | — | $299,647 |
| BLACKSTONE MORTGAGE TRUST | Other Service Provider | $298,360 | — | $298,360 |
| TORCHLIGHT INVESTORS, LLC. | Other Service Provider | $280,000 | — | $280,000 |
| MESIROW | Other Service Provider | $278,736 | — | $278,736 |
| SEGAL MARCO ADVISORS | Other Service Provider | $251,000 | — | $251,000 |
| DOVER IX ASSOCIATES L.P. | Other Service Provider | $224,136 | — | $224,136 |
| BAIRD ADVISORS | Other Service Provider | $188,500 | — | $188,500 |
| INVESCO TRUST COMPANY | Other Service Provider | $158,970 | — | $158,970 |
| CONTRARIAN DRE III MANAGEMENT LLC | Other Service Provider | $104,198 | — | $104,198 |
| ASSOCIATED TRUST COMPANY, N.A. | Other Service Provider | $102,623 | — | $102,623 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $99,752 | — | $99,752 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $96,681 | — | $96,681 |
| REINHART BOERNER VAN DEUREN S.C. | Other Service Provider | $70,657 | — | $70,657 |
| CLIFTONLARSONALLEN LLP | Auditor | $61,448 | — | $61,448 |
| GCM CUSTOMIZED FUND INVESTMENT GROU | Other Service Provider | $55,227 | — | $55,227 |
| BENESYS | Other Service Provider | $54,356 | — | $54,356 |
| WESTPORT CAPITAL PARTNERS LLC | Other Service Provider | $39,218 | — | $39,218 |
| L & M MAIL SERVICE INC | Other Service Provider | $36,092 | — | $36,092 |
| THE PREVIANT LAW FIRM, S.C. | Other Service Provider | $21,441 | — | $21,441 |
| EAU CLAIRE PRINTING CO INC | Other Service Provider | $18,256 | — | $18,256 |
| THE LISMORE EAU CLAIRE | Other Service Provider | $10,768 | — | $10,768 |
| IRONSIDE | Other Service Provider | $8,388 | — | $8,388 |
| PROXYVOTE PLUS HOLDING INC | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC GLOBAL ASSET MANAGEMENT — Recordkeeper
- JENNISON ASSOCIATES — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,559,064
- Estimated Expense Ratio: 0.521% 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 | $11,077,209 | $8,701,801 | $880,930 | $61,488 | — |
| 2023 | $10,016,115 | $7,611,565 | $870,595 | $66,197 | — |
| 2022 | $10,528,992 | $8,083,969 | $84,011 | — | $393,789 |