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Original filing (PDF)20250812133433NAL0004354499001
BOARD OF TRUSTEES OF LOCAL 649 HEALTH REIMBURSEMENT ACCOUNT PLAN
Form 5500
FILING_RECEIVED
LOCAL 649 HEALTH REIMBURSEMENT ACCOUNT PLAN
Health & welfare plan
Signals · 2
~264 bps in Sched C feesNo recordkeeper disclosed
Active participants
217
Accounts w/ balance
—
Plan assets (EOY)
$834K
Net assets (EOY)
$757K
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 264 bps in Schedule C fees — 67% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF LOCAL 649 HEALTH REIMBURSEMENT ACCOUNT PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF LOCAL 649 HEALTH REIMBURSEMENT ACCOUNT PLAN
EIN
20-3473925
Address
6408 W PLANK ROAD · PEORIA, IL · 616045237
Phone
(309) 697-0070
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
ROMOLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPERATING ENGINEERS LOCAL 649 | 37-0347805 | — | RELATED PARTY | $15K | — |
| ROMOLO & ASSOCIATES, LLC | 84-2885766 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.