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Original filing (PDF)20240515130010NAL0040076865001
CCS EMPLOYEE BENEFIT GROUP V.E.B.A VOLUNTARY EMPLOYEES' BENEFIT ASSOC
Form 5500
FILING_RECEIVED
CCS EMPLOYEE BENEFIT GROUP INC VOL EMPL BEN ASSOC
Health & welfare plan
Signals · 2
~130 bps in Sched C feesNo recordkeeper disclosed
Active participants
583
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
-$662K
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
- 130 bps in Schedule C fees — 151% 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 CCS EMPLOYEE BENEFIT GROUP V.E.B.A VOLUNTARY EMPLOYEES' BENEFIT ASSOC.
Plan sponsor
Name
CCS EMPLOYEE BENEFIT GROUP V.E.B.A VOLUNTARY EMPLOYEES' BENEFIT ASSOC
EIN
36-3889504
Address
2201 WEST MAIN STREET · EVANSTON, IL · 60202
Phone
(847) 905-3000
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2022
Plan year begin
2022-08-01
Tax period
2023-07-31
Filed
2024-05-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
ERIC J. FERNANDEZ & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERIC J. FERNANDEZ & CO. | 36-3141842 | WEST DUNDEE, IL | NONE | $17K | — |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | CHICAGO, IL | NONE | $0 | — |
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.
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