DFX Intelligence
Northern Consulting Actuaries
unclassified· MN
unclassified
2 more other clients and 2 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
5 allocators
- Bell Lumber & Pole Company Employees' Retirement Plan Actuarythrough Dec 31, 2023
- Catholic United Financial Defined Benefit Retirement Plan Actuarythrough Dec 30, 2023
- LBS Financial Credit Union Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
+2 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
5 rows, $22,321 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Bell Lumber & Pole Company Employees' Retirement Plan | 2023 | 11 50 | NONE | $22,321 |
| LBS Financial Credit Union Defined Benefit Pension Plan | 2022 | 11 | enrolled actuary | |
| Southeast Financial Credit Union Defined Benefit Plan and Trust | 2022 | 11 | enrolled actuary |
+2 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
No dated events.