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Original filing (PDF)20250930155336NAL0013468912001
FERMI RESEARCH ALLIANCE, LLC
Form 5500
FILING_RECEIVED
FERMI NATIONAL ACCELERATOR LABORATORY HEALTH AND WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
2,056
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 FERMI RESEARCH ALLIANCE, LLC.
Plan sponsor
Name
FERMI RESEARCH ALLIANCE, LLC
DBA
FERMI RESEARCH ALLIANCE, LLC
EIN
57-1239010
Address
MS 126 · PO BOX 500 · BATAVIA, IL · 605105011
Phone
(630) 840-5055
Industry
Professional & Technical Servicessee all
Plan administrator
Name
MARIA LIFKA
EIN
57-1239010
City
BATAVIA, IL
Phone
(630) 840-8569
Plan characteristics
Plan number
514
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4H · Long-Term Disability
4I · Severance Pay
4Q · Other
4K · Scholarship (Funded)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS | 43-1420563 | — | CLAIMS ADMINISTRATOR | $494K | — |
| HEALTH CARE SERVICES CORPORATION | 36-1236610 | — | CLAIMS ADMINISTRATOR | $108K | — |
| DELTA DENTAL OF ILLINOIS | 36-2612058 | — | CLAIMS ADMINISTRATOR | $99K | — |
| COMPSYCH CORPORATION | 36-3739783 | — | EMPLOYEE ASSISTANCE PROGR | $40K | — |
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.