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Original filing (PDF)20250815193623NAL0010402883001
LDC PREPAID LEGAL FUND
Form 5500
FILING_RECEIVED
LABORERS' DISTRICT COUNCIL PREPAID LEGAL FUND
Health & welfare plan
Signals · 3
~755 bps in Sched C feesNo recordkeeper disclosed20 service providers
Active participants
3,240
Accounts w/ balance
—
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.2M
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
- 755 bps in Schedule C fees — 2502% above peer band of 29 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 LDC PREPAID LEGAL FUND.
Plan sponsor
Name
LDC PREPAID LEGAL FUND
EIN
23-2290986
Address
665 NORTH BROAD ST. · PHILADELPHIA, PA · 19123
Phone
(215) 236-2800
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-15
Welfare benefit codes
4G · Prepaid Legal
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsOther
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREEDMAN & LORRY PC | 23-2158375 | PHILADELPHIA, PA | NONE | $181K | — |
| O'BRIEN, BELLAND & BUSHINSKY | — | CHERRY HILL, NJ | NONE | $180K | — |
| LAW OFFICES OF DOUGLAS DOLFMAN | — | PHILADELPHIA, PA | NONE | $71K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | — | PHILADELPHIA, PA | NONE | $56K | — |
| PERRY N. BLACKMAN, CPA | 23-2244789 | LANGHORNE, PA | NONE | $52K | — |
| THELMA TAPIA | — | PHILADELPHIA, PA | EMPLOYEE | $47K | — |
| JAMILLAH BYRD | — | PHILADELPHIA, PA | EMPLOYEE | $41K | — |
| MITCHELL & TITUS, LLP | 13-2781641 | NEW YORK, NY | NONE | $39K | — |
| SUSANIN, WIDMAN & BRENNAN, PC | 23-2265950 | WAYNE, PA | NONE | $38K | — |
| BROWNING LEGAL GROUP LLC | — | MEDIA, PA | NONE | $37K | — |
| CHARTWELL INVESTMENT PARTNERS | — | BERWYN, PA | NONE | $35K | — |
| ALAN PARHAM | — | PHILADELPHIA, PA | EMPLOYEE | $35K | — |
| CLEARY, JOSEM & TRIGIANI | 23-2657967 | PHILADELPHIA, PA | NONE | $29K | — |
| SEGAL CONSULTING | — | NEW YORK, NY | NONE | $22K | — |
| PAYCHEX | — | CAROL STREAM, IL | NONE | $22K | — |
| GRANITE RUN TECH SOLUTIONS LLC | — | MEDIA, PA | NONE | $20K | — |
| IRON MOUNTAIN STAGE | — | COLLEGEVILLE, PA | NONE | $14K | — |
| MINSTER & FACCIOCO, INC | — | PHILADELPHIA, PA | NONE | $10K | — |
| INVESTMENT PERFORMANCE SERVICES | — | SAVANNAH, GA | NONE | $9K | — |
| VAUGHN A. BOOKER, ESQ. | — | PHILADELPHIA, PA | NONE | $8K | — |
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.