2023 Form 5500 filing — Laborers Local 1298 Of Nassau & Suffolk Counties 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 20250131143349NAL0001386915002) for Laborers Local 1298 Of Nassau & Suffolk Counties Legal Services Fund, reported by Board Of Trustees Local 1298 Legal Services Fund under EIN 11-2501979 and plan number 501. It reports 1,430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131143349NAL0001386915002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 1298 Legal Services Fund
- EIN
- 11-2501979
- Plan number
- 501
- Location
- Hempstead, NY
- Participants
- 1,430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,315,966
- Total liabilities (EOY)
- $65,349
- Net assets (EOY)
- $1,250,617
- Employer contributions
- $575,757
- Total income / additions
- $627,207
- Benefits paid
- $228,880
- Administrative expenses
- $210,303
- Total expenses
- $439,183
- Net increase / (decrease)
- $188,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Barnes, Iaccarino & Shepherd Llp | LEGAL BENEFITS | $171,000 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $68,285 | not reported in the loaded dataset |
| Ernest M. Bongermino | LEGAL BENEFITS | $20,700 | not reported in the loaded dataset |
| Amy Berkowitz -Ortiz, Esq | LEGAL BENEFITS | $9,250 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | FORMER ACCOUNTANT | $6,417 | not reported in the loaded dataset |
| Joseph T. Lee | LEGAL BENEFITS | $6,375 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | ACCOUNTANT | $5,979 | not reported in the loaded dataset |
| Hess Technology Consulting | COMPUTER CONSULTANT | $5,061 | not reported in the loaded dataset |