Original filing (PDF)20251015153634NAL0010091186001

JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF

Name: JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF — NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND, Form 5500 (2024)
Creator: JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF

Form 5500

FILING_RECEIVED

NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND

Defined-benefit pension plan

Signals · 2

7 failed disclosures34 service providers

Active participants

7,316

Accounts w/ balance

—

Plan assets (EOY)

$1.8B

Net assets (EOY)

$1.8B

How this plan invests

This plan

5 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

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

7 Schedule C providers failed to disclose compensation.
Holds assets with an undetermined value.
Total administrative cost in the bottom quartile of peers (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF.

Plan sponsor

Name

JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF

EIN

39-6079856

Address

PO BOX 4002 · EAU CLAIRE, WI · 547024002

Phone

(715) 835-3174

Industry

Constructionsee 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

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

34 rows

Investment manager

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
BOSTON PARTNERS	—
DOVER IX ASSOCIATES L.P.	INDIRECT COMPENSATION
GCM CUSTOMIZED FUND INVESTMENT GROU	INDIRECT COMPENSATION
IRONSIDE	INDIRECT COMPENSATION
MESIROW	INDIRECT COMPENSATION
TORCHLIGHT INVESTORS, LLC	INDIRECT COMPENSATION
U.S. REAL ESTATE INVESTMENT FUND, L	INDIRECT COMPENSATION

Investments

5 pooled funds· $726.4M(40% 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
UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306	Common Collective Trust	$280.9M	15.3%
WTC-CTF INTERNATIONAL OPPORTUNITIES WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001	Common Collective Trust	$212.1M	11.6%
NT COLLECTIVE RUSSELL 1000 VALUE IN NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 098	Common Collective Trust	$137.1M	7.5%
NHIT WORLD CREDIT ASSET TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 013	Common Collective Trust	$62.3M	3.4%
INVESCO BALANCED-RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001	Common Collective Trust	$34.0M	1.9%

1–5 of 5

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Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSON MCSHANE CORPORATION	41-0956552	—	NONE	$891K	—
ALLIANCE BERNSTEIN	13-4064930	—	NONE	$561K	—
U.S. REAL ESTATE INVESTMENT FUND, L	—	BOSTON, MA	NONE	$560K	—
INTERCONTINENTAL REAL ESTATE CORPOR	04-2895544	—	NONE	$557K	—
BOSTON PARTNERS	98-0202744	—	NONE	$495K	—
LOOMIS SAYLES TRUST COMPANY	20-8080381	—	NONE	$300K	—
STARWOOD XI MANAGEMENT, LP	—	GREENWICH, CT	NONE	$300K	—
BLACKSTONE MORTGAGE TRUST	—	NEW YORK, NY	NONE	$298K	—
MESIROW	—	CHICAGO, IL	NONE	$279K	—
DOVER IX ASSOCIATES L.P.	98-1251694	—	NONE	$224K	—
INVESCO TRUST COMPANY	46-3793325	—	NONE	$159K	—
CONTRARIAN DRE III MANAGEMENT LLC	47-3026446	—	NONE	$104K	—
ASSOCIATED TRUST COMPANY, N.A.	30-0219031	—	NONE	$103K	—
THE NORTHERN TRUST COMPANY	36-1561860	—	NONE	$100K	—
UNITED ACTUARIAL SERVICES	35-2156428	—	NONE	$97K	—
REINHART BOERNER VAN DEUREN S.C.	39-1126909	—	NONE	$71K	—
CLIFTONLARSONALLEN LLP	41-0746749	—	NONE	$61K	—
GCM CUSTOMIZED FUND INVESTMENT GROU	80-0952472	—	NONE	$55K	—
BENESYS	38-2383171	—	NONE	$54K	—
L & M MAIL SERVICE INC	—	EAU CLAIRE, WI	NONE	$36K	—
THE PREVIANT LAW FIRM, S.C.	39-1211596	—	NONE	$21K	—
EAU CLAIRE PRINTING CO INC	39-0913472	—	NONE	$18K	—
THE LISMORE EAU CLAIRE	—	EAU CLAIRE, WI	NONE	$11K	—
IRONSIDE	—	ANDOVER, MA	NONE	$8K	—
PROXYVOTE PLUS HOLDING INC	20-0509976	—	NONE	$6K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLINGTON TRUST	04-2755549	—	NONE	$1.2M	—
RBC GLOBAL ASSET MANAGEMENT	41-1460668	—	NONE	$802K	—
JENNISON ASSOCIATES	22-2540245	—	NONE	$537K	—
ASB CAPITAL MANAGEMENT LLC	80-0618462	—	NONE	$495K	—
NB ALTERNATIVES ADVISERS LLC	82-2900910	—	NONE	$443K	—
TORCHLIGHT INVESTORS, LLC.	13-3976737	—	NONE	$280K	—
SEGAL MARCO ADVISORS	13-2646110	—	NONE	$251K	—
BAIRD ADVISORS	39-6037917	—	NONE	$189K	—
WESTPORT CAPITAL PARTNERS LLC	20-3834766	—	NONE	$39K	—