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Original filing (PDF)20251230154801NAL0030436768001
TRUSTEES OF IBB LOCAL LODGE NO ONE LEGAL ASST. TRUST FUND
Form 5500
FILING_RECEIVED
IBB LOCAL LODGE NO. ONE LEGAL ASSISTANCE TRUST FUND
Health & welfare plan
Signals · 2
~177 bps in Sched C feesNo recordkeeper disclosed
Active participants
329
Accounts w/ balance
—
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
- 177 bps in Schedule C fees — 241% 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 TRUSTEES OF IBB LOCAL LODGE NO ONE LEGAL ASST. TRUST FUND.
Plan sponsor
Name
TRUSTEES OF IBB LOCAL LODGE NO ONE LEGAL ASST. TRUST FUND
EIN
51-6146088
Address
P.O. BOX 6054 · ST. CHARLES, IL · 601746054
Phone
(331) 334-8037
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-30
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOWD, BLOCH, BENNETT, CERVONE | 36-3371377 | — | NONE | $20K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $18K | — |
| GREAT LAKES ADVISORS | 80-0292839 | — | NONE | $11K | — |
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.