Plan Snapshot
- Plan Sponsor: Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund
- Sponsor EIN: 516146088
- Sponsor Address: P.O. BOX 6054, ST. CHARLES, IL, 601746054
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 329
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 329 | $2.8M | $36,090 | $0 |
| 2023 | 319 | $2.6M | $40,813 | $0 |
| 2022 | 310 | $2.4M | $52,740 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DOWD, BLOCH, BENNETT, CERVONE | Other Service Provider | $20,178 | — | $20,178 |
| LEGACY PROFESSIONALS LLP | Auditor | $18,220 | — | $18,220 |
| GREAT LAKES ADVISORS | Other Service Provider | $11,141 | — | $11,141 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,539
- Estimated Expense Ratio: 1.772% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $71,632 | $14,325 | $250 | $18,220 | — |
| 2023 | $92,078 | $13,354 | $3,000 | $14,000 | — |
| 2022 | $51,853 | $12,365 | $3,000 | — | $20,685 |