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Original filing (PDF)20241114140613NAL0020395825001
ILLINOIS LUMBER & MATERIAL DEALERS ASSOCIATION
Form 5500
FILING_RECEIVED
ILLINOIS LUMBER & MATERIAL DEALERS INSURANCE TRUST
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ILLINOIS LUMBER & MATERIAL DEALERS ASSOCIATION.
Plan sponsor
Name
ILLINOIS LUMBER & MATERIAL DEALERS ASSOCIATION
EIN
37-0344130
Address
PO BOX 588 · ROCHESTER, IL · 625630588
Phone
(217) 544-5405
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2024-03-01
Tax period
2024-08-31
Filed
2024-11-14
Welfare benefit codes
4J · Apprenticeship and Training
4R · Unfunded, Fully Insured, or Combination
Audit & trust (Schedule H)
Auditor
KERBER, ECK & BRAECKEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ILLINOIS LUMBER AND MATERIAL DEALER | 37-0344130 | — | PLAN SPONSOR | $24K | — |
| KERBER, ECK & BRAECKEL LLP | 43-0352985 | — | NONE | $13K | — |
| UMB | — | KANSAS CITY, MO | NONE | $50 | — |
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.