Ibb Local Lodge No. One Legal Assistance Trust Fund — Form 5500 plan (Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ibb Local Lodge No. One Legal Assistance Trust Fund is a benefit plan reported by Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund under EIN 51-6146088 and plan number 501. The latest loaded filing year is 2023. The filing reports 310 participants and $2,580,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund
- EIN
- 51-6146088
- Plan number
- 501
- Plan type
- 1
- Location
- St. Charles, IL
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $2,580,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20241223132214NAL0004947027003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,580,799
- Total liabilities (EOY)
- $20,022
- Net assets (EOY)
- $2,560,777
- Net assets (BOY)
- $2,387,661
Income & contributions
- Employer contributions
- $40,813
- Total contributions
- $40,813
- Total income / additions
- $292,672
Expenses & distributions
- Benefits paid
- $27,478
- Administrative expenses
- $92,078
- Total expenses
- $119,556
- Net increase / (decrease)
- $173,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dowd, Bloch, Bennett, Cervone | NONE | $37,151 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $22,027 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $10,450 | not reported in the loaded dataset | 2023 |
| Common Arc | NONE | $9,444 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in St. Charles, IL
- Dowd, Bloch, Bennett, Cervone — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Common Arc — Schedule C compensation