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Original filing (PDF)20250328172039NAL0001516961001
LOCAL 1 HEALTH FUND
Form 5500
FILING_RECEIVED
LOCAL NO. 1 HEALTH FUND
Health & welfare plan
Signals · 3
~427 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
5,975
Accounts w/ balance
—
Plan assets (EOY)
$114.0M
Net assets (EOY)
$100.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 427 bps in Schedule C fees — 4170% above peer band of 10 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 LOCAL 1 HEALTH FUND.
Plan sponsor
Name
LOCAL 1 HEALTH FUND
EIN
36-2525603
Address
1431 OPUS PLACE · SUITE 350 · DOWNERS GROVE, IL · 60515
Phone
(630) 288-6868
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-28
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE CORP. | 36-1236610 | — | NONE | $2.3M | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $1.4M | — |
| VALENZ HEALTH | 81-5149270 | — | NONE | $207K | — |
| REMEDY ANALYTICS INC. | 45-3151617 | — | NONE | $138K | — |
| DELTA DENTAL OF ILLINOIS | 36-2612058 | — | NONE | $136K | — |
| NATIONAL INVESTMENT SERVICES, INC. | 84-3937993 | — | NONE | $126K | — |
| LANER MUCHIN, LTD. | 36-3088463 | — | NONE | $122K | — |
| CVS HEALTH | 05-0340626 | — | NONE | $94K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $93K | — |
| EMPLOYEE RESOURCE SYSTEMS, INC. | 36-3867645 | — | NONE | $60K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $50K | — |
| CHEIRON INC | 13-4215617 | — | NONE | $34K | — |
| THE SEGAL COMPANY (MIDWEST) | 13-1975125 | — | NONE | $26K | — |
| ASHER, GITTLER & D'ALBA, LTD. | 36-2786883 | — | NONE | $19K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $13K | — |
| SEGAL MARCO CONSULTING | 13-2646110 | — | NONE | $13K | — |
| SOMMERS & FAHRENBACH | 36-1796440 | — | NONE | $5K | — |
| HUNT INSURANCE | 36-2730032 | — | NONE | $0 | — |
Investments
1 pooled fund· $19.4M(17% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NT COMMON S&P 500 INDEX FD-LENDING NORTHERN TRUST INVESTMENTS, INC · EIN 36-7361150 / PN 001 | Common Collective Trust | $19.4M | 17.0% |