2023 Form 5500 filing — Teamsters Local 355 Legal Services Trust
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 20241011143007NAL0022933569002) for Teamsters Local 355 Legal Services Trust, reported by Joint Board Of Trustees Of The Drivers And Helpers Local No. 355 under EIN 52-6043608 and plan number 501. It reports 652 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143007NAL0022933569002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of The Drivers And Helpers Local No. 355
- EIN
- 52-6043608
- Plan number
- 501
- Location
- Baltimore, MD
- Participants
- 652
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,359
- Total liabilities (EOY)
- $15,032
- Net assets (EOY)
- $63,327
- Participant contributions
- $81,670
- Total income / additions
- $81,670
- Benefits paid
- $74,297
- Administrative expenses
- $16,950
- Total expenses
- $91,247
- Net increase / (decrease)
- -$9,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Caruso & Zerwitz | PLAN SERVICES | $74,297 | not reported in the loaded dataset |
| Hcfl | AUDITOR | $7,440 | not reported in the loaded dataset |