2023 Form 5500 filing — Iuoe Local 30 Group Legal Services 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 20240724104951NAL0012508353001) for Iuoe Local 30 Group Legal Services Fund, reported by Bd Of Trustees Iuoe Local 30 Group Legal Services under EIN 11-2741909 and plan number 501. It reports 3,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$501.7KReported net assets$501,741
Participants3.4K3,406
Provider compensation$230.5K5 Schedule C row(s)$230,529
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240724104951NAL0012508353001
- Plan sponsor
- Bd Of Trustees Iuoe Local 30 Group Legal Services
- EIN
- 11-2741909
- Plan number
- 501
- Location
- Whitestone, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$650.3K total assets
Net assets$501.7KLiabilities$148.5K
Full reported line items
- Total assets (EOY)
- $650,272
- Total liabilities (EOY)
- $148,531
- Net assets (EOY)
- $501,741
- Employer contributions
- $283,301
- Total income / additions
- $283,617
- Benefits paid
- $215,129
- Administrative expenses
- $63,229
- Total expenses
- $278,358
- Net increase / (decrease)
- $5,259
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brigid Weingartner | EMPLOYEE | $117,529 | not reported in the loaded dataset |
| The Law Office Of Jeanne M. Correa | NONE | $48,000 | not reported in the loaded dataset |
| O'Shea & Associates | NONE | $48,000 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shephard | NONE | $9,000 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $8,000 | not reported in the loaded dataset |