2023 Form 5500 filing — The Legal Aid Society Retirement Plan
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 20250410140028NAL0024342977001) for The Legal Aid Society Retirement Plan, reported by The Legal Aid Society under EIN 13-5562265 and plan number 006. It reports 787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410140028NAL0024342977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Legal Aid Society
- EIN
- 13-5562265
- Plan number
- 006
- Location
- New York, NY
- Participants
- 787
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,175,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,175,292
- Employer contributions
- $4,217,078
- Total income / additions
- $9,307,306
- Benefits paid
- $3,000,506
- Administrative expenses
- $187,484
- Total expenses
- $3,187,990
- Net increase / (decrease)
- $6,119,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $187,000 | $0 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $58,082 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |