# Joint Board Of Trustees Of North Central States Regional Council Of DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-north-central-states-regional-council-of-plan-001-9856

> Joint Board Of Trustees Of North Central States Regional Council Of's DB plan: 7,316 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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|NONE|$1,156,315|—|$1,156,315|

| WILSON MCSHANE CORPORATION|NONE|$890,650|—|$890,650|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$801,657|—|$801,657|

| ALLIANCE BERNSTEIN|NONE|$560,618|—|$560,618|

| U.S. REAL ESTATE INVESTMENT FUND, L|NONE|$559,716|—|$559,716|

| INTERCONTINENTAL REAL ESTATE CORPOR|NONE|$556,673|—|$556,673|

| JENNISON ASSOCIATES|NONE|$536,589|—|$536,589|

| BOSTON PARTNERS|NONE|$495,081|—|$495,081|

| ASB CAPITAL MANAGEMENT LLC|NONE|$494,505|—|$494,505|

| NB ALTERNATIVES ADVISERS LLC|NONE|$442,701|—|$442,701|

| LOOMIS SAYLES TRUST COMPANY|NONE|$300,105|—|$300,105|

| STARWOOD XI MANAGEMENT, LP|NONE|$299,647|—|$299,647|

| BLACKSTONE MORTGAGE TRUST|NONE|$298,360|—|$298,360|

| TORCHLIGHT INVESTORS, LLC.|NONE|$280,000|—|$280,000|

| MESIROW|NONE|$278,736|—|$278,736|

| SEGAL MARCO ADVISORS|NONE|$251,000|—|$251,000|

| DOVER IX ASSOCIATES L.P.|NONE|$224,136|—|$224,136|

| BAIRD ADVISORS|NONE|$188,500|—|$188,500|

| INVESCO TRUST COMPANY|NONE|$158,970|—|$158,970|

| CONTRARIAN DRE III MANAGEMENT LLC|NONE|$104,198|—|$104,198|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$102,623|—|$102,623|

| THE NORTHERN TRUST COMPANY|NONE|$99,752|—|$99,752|

| UNITED ACTUARIAL SERVICES|NONE|$96,681|—|$96,681|

| REINHART BOERNER VAN DEUREN S.C.|NONE|$70,657|—|$70,657|

| CLIFTONLARSONALLEN LLP|NONE|$61,448|—|$61,448|

| GCM CUSTOMIZED FUND INVESTMENT GROU|NONE|$55,227|—|$55,227|

| BENESYS|NONE|$54,356|—|$54,356|

| WESTPORT CAPITAL PARTNERS LLC|NONE|$39,218|—|$39,218|

| L & M MAIL SERVICE INC|NONE|$36,092|—|$36,092|

| THE PREVIANT LAW FIRM, S.C.|NONE|$21,441|—|$21,441|

| EAU CLAIRE PRINTING CO INC|NONE|$18,256|—|$18,256|

| THE LISMORE EAU CLAIRE|NONE|$10,768|—|$10,768|

| IRONSIDE|NONE|$8,388|—|$8,388|

| PROXYVOTE PLUS HOLDING INC|NONE|$6,000|—|$6,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [JENNISON ASSOCIATES](https://planprovider.pro/provider/alight-solutions) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## 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|

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