2023 Form 5500 filing — Ibb Local Lodge No. One Legal Assistance Trust Fund

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241223132214NAL0004947027003) for Ibb Local Lodge No. One Legal Assistance Trust Fund, reported by Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund under EIN 51-6146088 and plan number 501. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241223132214NAL0004947027003
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Ibb Local Lodge No One Legal Asst. Trust Fund
EIN
51-6146088
Plan number
501
Location
St. Charles, IL
Participants
310
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,580,799
Total liabilities (EOY)
$20,022
Net assets (EOY)
$2,560,777
Employer contributions
$40,813
Total income / additions
$292,672
Benefits paid
$27,478
Administrative expenses
$92,078
Total expenses
$119,556
Net increase / (decrease)
$173,116
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Dowd, Bloch, Bennett, CervoneNONE$37,151not reported in the loaded dataset
Legacy Professionals LlpNONE$22,027not reported in the loaded dataset
Great Lakes AdvisorsNONE$10,450not reported in the loaded dataset
Common ArcNONE$9,444not reported in the loaded dataset

Related Form 5500 pages