# Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ibb-local-lodge-no-one-legal-asst-trust-fund-516146088-501

> Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund's Health & Welfare plan: 329 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ibb-local-lodge-no-one-legal-asst-trust-fund-516146088-501)

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