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Original filing (PDF)20250813095007NAL0008011091001
CARL BUDDIG AND COMPANY
Form 5500
FILING_RECEIVED
BUDDIG EMPLOYEES WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
~9503 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,284
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$103K
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
- 9503 bps in Schedule C fees — 18175% above peer band of 52 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 CARL BUDDIG AND COMPANY.
Plan sponsor
Name
CARL BUDDIG AND COMPANY
EIN
36-2169888
Address
950 W 175TH ST · HOMEWOOD, IL · 604300000
Phone
(708) 798-0900
Industry
Manufacturingsee 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
2025-08-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4H · Long-Term Disability
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | — | DES PLAINES, IL | BROKER | $2K | — |
| HUB INTERNATIONAL MIDWEST LIMITED | — | DES PLAINES, IL | BROKER | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS/BLUE SHIELD | 36-1236610 | — | CONTRACT ADMINISTRATOR | $1.7M | — |
| SUN LIFE ASSURANCE CO OF CANANDA | 38-1082080 | — | CONTRACT ADMINISTRATOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | PLAN AUDITOR | $19K | — |
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.