2023 Form 5500 filing — Amalgamated Meat Cutters & Rfseu Local 342 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 20241014182102NAL0015411299001) for Amalgamated Meat Cutters & Rfseu Local 342 Group Legal Services Fund, reported by Bd Of Trustees Amc & Rfseu Group Legal Services Fund under EIN 11-2547525 and plan number 502. It reports 5,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014182102NAL0015411299001
Filing year
2023
Form type
1
Plan sponsor
Bd Of Trustees Amc & Rfseu Group Legal Services Fund
EIN
11-2547525
Plan number
502
Location
Bohemia, NY
Participants
5,607
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,807,674
Total liabilities (EOY)
$49,099
Net assets (EOY)
$3,758,575
Employer contributions
$1,098,513
Total income / additions
$1,328,292
Benefits paid
$478,703
Administrative expenses
$716,092
Total expenses
$1,194,795
Net increase / (decrease)
$133,497
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Simon & MilnerNONE$487,272not reported in the loaded dataset
Amcu & Rfseu Local 342 Welfare FundRELATED ORGANIZATION$298,000not reported in the loaded dataset
Ufcw Local 342 UnionRELATED ORGANIZATION$126,547not reported in the loaded dataset
Novak Francella LLCNONE$16,249not reported in the loaded dataset
Ronald Straci, EsqNONE$13,750not reported in the loaded dataset
Proskauer Rose, LlpNONE$8,242not reported in the loaded dataset
Nakia SmithNONE$0$6,532

Related Form 5500 pages