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Original filing (PDF)20250415163953NAL0003628929001
BAKER & MCKENZIE LLP
Form 5500
FILING_RECEIVED
BAKER & MCKENZIE GROUP DENTAL PLAN
Health & welfare plan
Signals · 2
~3714 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,217
Accounts w/ balance
—
Plan assets (EOY)
$197K
Net assets (EOY)
$48K
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
- 3714 bps in Schedule C fees — 2251% 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 BAKER & MCKENZIE LLP.
Plan sponsor
Name
BAKER & MCKENZIE LLP
EIN
36-2137456
Address
300 EAST RANDOLPH STREET · SUITE 4400 · CHICAGO, IL · 60601
Phone
(312) 861-8800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
507
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4D · Dental
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | 36-1236610 | — | NONE | $39K | — |
| AON | 36-2235791 | — | NONE | $24K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $9K | — |
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.