2023 Form 5500 filing — Legal Services Plan Of The Electrical Industry

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 20250710121305NAL0009139712001) for Legal Services Plan Of The Electrical Industry, reported by Board Of Trustees Of The Legal Services Plan Of The Electrical Ind under EIN 11-2871178 and plan number 509. It reports 19,984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250710121305NAL0009139712001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of The Legal Services Plan Of The Electrical Ind
EIN
11-2871178
Plan number
509
Location
Flushing, NY
Participants
19,984
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,827,419
Total liabilities (EOY)
$354,578
Net assets (EOY)
$6,472,841
Employer contributions
$1,315,932
Total income / additions
$1,842,076
Benefits paid
$1,325,563
Administrative expenses
$132,766
Total expenses
$1,458,329
Net increase / (decrease)
$383,747
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Joint Industry BoardNONE$70,000not reported in the loaded dataset
Sovos Compliance LLCNONE$24,383not reported in the loaded dataset
Alliant InsuranceNONE$10,327not reported in the loaded dataset
Milliman IncNONE$10,000not reported in the loaded dataset
Deutsche BankNONE$7,292not reported in the loaded dataset
Insight North America LLCNONE$6,936not reported in the loaded dataset
State Street Bank & Trust CoNONE$871$0

Related Form 5500 pages