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Original filing (PDF)20251230154635NAL0030435104001
TRUSTEES OF BM IRON SHIPBUILDERS AFL LODGE LOCAL NO. 1 SUB TRUST FD
Form 5500
FILING_RECEIVED
I.B.B. LOCAL LODGE NO. ONE SUPPLEMENTAL UNEMPLOYMENT BENEFIT TRUST FUND
Health & welfare plan
Signals · 3
~278 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
309
Accounts w/ balance
—
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.0M
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
- 278 bps in Schedule C fees — 857% 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 TRUSTEES OF BM IRON SHIPBUILDERS AFL LODGE LOCAL NO. 1 SUB TRUST FD.
Plan sponsor
Name
TRUSTEES OF BM IRON SHIPBUILDERS AFL LODGE LOCAL NO. 1 SUB TRUST FD
EIN
23-7046358
Address
P.O. BOX 6054 · ST. CHARLES, IL · 60174
Phone
(331) 334-8037
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-30
Welfare benefit codes
4C · Supplemental Unemployment
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBB LOCAL LODGE NO. 1 | 36-1264124 | — | AFFILIATED ORG. | $110K | — |
| C. SNEED | 51-6146088 | — | EMPLOYEE | $66K | — |
| GREAT LAKES ADVISORS LLC | 80-0292839 | — | NONE | $45K | — |
| PAYCHEX INC | — | CHICAGO, IL | NONE | $36K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $27K | — |
| BANK OF LABOR | 48-0150325 | — | NONE | $13K | — |
| COMMON ARC | 36-3595141 | — | NONE | $8K | — |
| DOWD, BLOCH, BENNETT, CERVONE, AUER | 36-3371377 | — | NONE | $5K | — |
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.