Plan5500

Local 138, 138a & 138b Legal Fund — Form 5500 plan (Board Of Trustees, Local 138, 138a & 138b Legal Fund)

Plain-English plan 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, Local 138, 138a & 138b Legal Fund is a benefit plan reported by Board Of Trustees, Local 138, 138a & 138b Legal Fund under EIN 11-2428038 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,694 participants and $331,320 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Local 138, 138a & 138b Legal Fund
EIN
11-2428038
Plan number
501
Plan type
1
Location
Farmingdale, NY
Latest filing year
2023
Participants
1,694
End-of-year plan assets
$331,320

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,694H, C20250407094751NAL0026606128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$331,320
Total liabilities (EOY)
$2,524
Net assets (EOY)
$328,796
Net assets (BOY)
$248,505

Income & contributions

Employer contributions
$273,953
Total contributions
$273,953
Total income / additions
$274,315

Expenses & distributions

Benefits paid
$180,000
Administrative expenses
$14,024
Total expenses
$194,024
Net increase / (decrease)
$80,291

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Archer, Byington, Glennon & LevineNONE$8,500not reported in the loaded dataset2023

Related Form 5500 pages