Original filing (PDF)20251009113057NAL0003861731001

NORTH SHORE BANK

Name: NORTH SHORE BANK — NORTH SHORE BANK RETIREMENT PLAN, Form 5500 (2024)
Creator: NORTH SHORE BANK

Form 5500

FILING_RECEIVED

NORTH SHORE BANK RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$37.8M

Net assets (EOY)

$37.8M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTH SHORE BANK.

Plan sponsor

Name

NORTH SHORE BANK

EIN

39-0506400all filings

Address

15700 W BLUEMOUND RD · BROOKFIELD, WI · 530056024

Phone

(262) 797-3385

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREAT-WEST LIFE & ANNUITY INSURANCE	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$127K	—
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

2 pooled funds· $37.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
FUTUREFUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003	Pooled Separate Account	$34.2M	90.5%
PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	$3.6M	9.5%