Original filing (PDF)20251014152203NAL0001607171001

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 SUPPLEMENTAL RETIREMENT PLAN, 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 SUPPLEMENTAL RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

11,103

Accounts w/ balance

11,445

Plan assets (EOY)

$378.0M

Net assets (EOY)

$377.9M

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 (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — 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

80-0234499

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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEGAL MARCO ADVISORS	13-2646110	—	NONE	$31K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASSOCIATED TRUST COMPANY, N.A.	30-0219031	—	NONE	$386K	—

Investments

2 pooled funds· $2.6M(1% 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
ASSOCIATED TRUST COMPANY MONEY MARK ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001	Common Collective Trust	$1.6M	0.4%
ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001	Common Collective Trust	$941K	0.2%

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