2023 Form 5500 filing — Service Employees International Union Local 32bj, District 36 Bolr Legal Services 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 20240925164956NAL0014682385001) for Service Employees International Union Local 32bj, District 36 Bolr Legal Services Trust Fund, reported by Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd under EIN 23-2307011 and plan number 504. It reports 4,438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925164956NAL0014682385001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd
- EIN
- 23-2307011
- Plan number
- 504
- Location
- Philadelphia, PA
- Participants
- 4,438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,044,257
- Total liabilities (EOY)
- $181,043
- Net assets (EOY)
- $1,863,214
- Employer contributions
- $898,854
- Total income / additions
- $1,039,008
- Benefits paid
- $374,902
- Administrative expenses
- $100,143
- Total expenses
- $475,045
- Net increase / (decrease)
- $563,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spear Wilderman P.C. | NONE | $442,122 | not reported in the loaded dataset |
| Local 36 Operating Account | RELATED FUND | $28,909 | not reported in the loaded dataset |
| Stevens & Lee Pc | NONE | $13,138 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $11,445 | not reported in the loaded dataset |