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Original filing (PDF)20251010061005NAL0017824162005
BOARD OF TRUSTEES OF ALLIED SERVICES DIVISION WELFARE FUND
Form 5500
FILING_RECEIVED
ALLIED SERVICES DIVISION WELFARE FUND
Health & welfare plan
Signals · 4
1 failed disclosure~451 bps in Sched C feesNo recordkeeper disclosed24 service providers
Active participants
834
Accounts w/ balance
—
Plan assets (EOY)
$35.5M
Net assets (EOY)
$34.0M
Plan health score (directional)
80
/ 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
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 451 bps in Schedule C fees — 1454% above peer band of 29 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 BOARD OF TRUSTEES OF ALLIED SERVICES DIVISION WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF ALLIED SERVICES DIVISION WELFARE FUND
EIN
59-1283066
Address
1141 EAST MAIN STREET · SUITE 205 · EAST DUNDEE, IL · 60118
Phone
(847) 981-1290
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
24 rowsOther
24| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL | 36-1236610 | — | NONE | $338K | — |
| JOSEPH CONDO | 59-1283066 | — | EMPLOYEE | $180K | — |
| UNITED SYSTEMS AND SOFTWARE, INC. | 59-1918677 | — | NONE | $162K | — |
| TAMARA CHESLER | 59-1283066 | — | EMPLOYEE | $129K | — |
| KIMBERLY NOTZ | 59-1283066 | — | EMPLOYEE | $122K | — |
| DONNA PHILLIPS | 59-1283066 | — | EMPLOYEE | $97K | — |
| ROXANNE CARRIZALES | 59-1283066 | — | EMPLOYEE | $85K | — |
| SEGALL BRYANT & HAMILL, LLC | 35-2679129 | — | NONE | $81K | — |
| DOWD, BLOCH, BENNETT, CERVONE, AUE | 36-3371377 | — | NONE | $63K | — |
| FOSTER & FOSTER | 59-1921114 | — | NONE | $62K | — |
| OPTUM RX, INC. | 33-0441200 | — | NONE | $52K | — |
| MR. MICROCHIP | 59-3084068 | — | NONE | $46K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $42K | — |
| LASALLE CONSULTING PARTNERS, INC. | 36-4030449 | — | NONE | $32K | — |
| INETICO, LLC | 36-4869660 | — | NONE | $27K | — |
| CONTEXT 4 HEALTHCARE INC. | 27-0386030 | — | NONE | $18K | — |
| A & E JANITORIAL SYSTEM CORP. | 85-1474716 | — | NONE | $13K | — |
| MEDEXPERT INTERNATIONAL | 94-3360248 | — | NONE | $10K | — |
| DATAMATION IMAGING SERVICES CORP. | 36-4303011 | — | NONE | $10K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $7K | — |
| JOSEPH CONDO JR. | — | CRYSTAL LAKE, IL | NONE | $7K | — |
| MZQ CONSULTING LLC | 38-4010278 | — | NONE | $6K | — |
| MIDWEST MOVING AND STORAGE | 36-3256086 | — | NONE | $6K | — |
| Z BEST LANDSCAPING & MAINTENANCE | 36-3755019 | — | NONE | $5K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| JOSEPH CONDO JR. | SERVICE PROVIDER FAILED TO RESPOND TO REPEATED ATTEMPTS TO OBTAIN THE SCHEDULE C INFORMATION. |
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.