North Central States Regional Council Of Carpenters Pension Fund
Sponsored by Joint Board Of Trustees Of North Central States Regional Council Of · EIN 396079856 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 7,316
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 96% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Nb Alternatives Advisers Llc CRD 149822 | deterministic · 100% | 2024 |
| Torchlight Investors, Llc CRD 111289 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Westport Capital Partners Llc CRD 157493 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Trust | Investment management, Investment management fees (direct) | $1,156,315 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $890,650 |
| Rbc Global Asset Management | Investment management, Investment management fees (direct) | $801,657 |
| Alliance Bernstein | Investment management, Investment management fees (direct), Soft dollars commissions | $560,618 |
| U.S. Real Estate Investment Fund, L | Investment management, Investment management fees (direct) | $559,716 |
| Intercontinental Real Estate Corpor | Investment management, Investment management fees (direct) | $556,673 |
| Jennison Associates | Investment management, Investment management fees (direct) | $536,589 |
| Boston Partners | Investment management, Investment management fees (direct) | $495,081 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $494,505 |
| Nb Alternatives Advisers Llc | Investment management, Investment management fees (direct) | $442,701 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $300,105 |
| Starwood Xi Management, Lp | Investment management, Investment management fees (direct), Soft dollars commissions | $299,647 |
| Blackstone Mortgage Trust | Investment management, Investment management fees (direct), Soft dollars commissions | $298,360 |
| Torchlight Investors, Llc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $280,000 |
| Mesirow | Investment management, Investment management fees (direct) | $278,736 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $251,000 |
| Dover Ix Associates L.P. | Investment management, Investment management fees (direct) | $224,136 |
| Baird Advisors | Investment management, Investment management fees (direct), Investment management fees (indirect) | $188,500 |
| Invesco Trust Company | Investment management, Investment management fees (direct) | $158,970 |
| Contrarian Dre Iii Management Llc | Investment management, Investment management fees (direct) | $104,198 |
| Associated Trust Company, N.A. | Custodial (securities), Direct payment from the plan | $102,623 |
| The Northern Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $99,752 |
| United Actuarial Services | Actuarial, Direct payment from the plan | $96,681 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $70,657 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $61,448 |
| Gcm Customized Fund Investment Grou | Investment management, Investment management fees (direct) | $55,227 |
| Benesys | Accounting, Consulting (pension), Direct payment from the plan | $54,356 |
| Westport Capital Partners Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $39,218 |
| L & M Mail Service Inc | Copying and duplicating, Direct payment from the plan | $36,092 |
| The Previant Law Firm, S.C. | Legal, Direct payment from the plan | $21,441 |
| Eau Claire Printing Co Inc | Copying and duplicating, Direct payment from the plan | $18,256 |
| The Lismore Eau Claire | Direct payment from the plan, Other fees | $10,768 |
| Ironside | Investment management, Investment management fees (direct) | $8,388 |
| Proxyvote Plus Holding Inc | Consulting (pension), Direct payment from the plan | $6,000 |