2023 Form 5500 filing — Operating Engineers Local 57 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 20240923101202NAL0020179104003) for Operating Engineers Local 57 Legal Services Fund, reported by Operating Engineers Local 57 under EIN 05-0390663 and plan number 502. It reports 760 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)$658.4KReported net assets$658,449
Participants760
Provider compensation$200.6K3 Schedule C row(s)$200,600
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240923101202NAL0020179104003
- Plan sponsor
- Operating Engineers Local 57
- EIN
- 05-0390663
- Plan number
- 502
- Location
- Johnston, RI
- 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)$658.4K total assets
Net assets$658.4KLiabilities—
Full reported line items
- Total assets (EOY)
- $658,449
- Net assets (EOY)
- $658,449
- Employer contributions
- $306,076
- Total income / additions
- $318,653
- Benefits paid
- $187,000
- Administrative expenses
- $62,126
- Total expenses
- $249,126
- Net increase / (decrease)
- $69,527
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Catherine E Graziano | NONE | $93,500 | not reported in the loaded dataset |
| Holt Law, LLC | NONE | $93,500 | not reported in the loaded dataset |
| Ward, Fisher & Co Llp | NONE | $13,600 | not reported in the loaded dataset |