2023 Form 5500 filing — Trustees Of Warehouse Emp Union Local 730 & Cont. Compt. Prepaid Legal Service 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 20240904073534NAL0019889505002) for Trustees Of Warehouse Emp Union Local 730 & Cont. Compt. Prepaid Legal Service Fund, reported by Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund under EIN 22-3408915 and plan number 501. It reports 692 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904073534NAL0019889505002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund
- EIN
- 22-3408915
- Plan number
- 501
- Location
- Sparks, MD
- Participants
- 692
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,016,607
- Total liabilities (EOY)
- $13,371
- Net assets (EOY)
- $1,003,236
- Employer contributions
- $101,322
- Total income / additions
- $161,168
- Benefits paid
- $28,540
- Administrative expenses
- $66,866
- Total expenses
- $95,406
- Net increase / (decrease)
- $65,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steven M. Sindler | NONE | $28,540 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $19,912 | not reported in the loaded dataset |
| Associated Administrators | NONE | $18,741 | not reported in the loaded dataset |
| Blank Rome Llp | NONE | $6,958 | not reported in the loaded dataset |