Laborers Local 1298 Of Nassau & Suffolk Counties Legal Services Fund — Form 5500 plan (Board Of Trustees Local 1298 Legal Services 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, Laborers Local 1298 Of Nassau & Suffolk Counties Legal Services Fund is a benefit plan reported by Board Of Trustees Local 1298 Legal Services Fund under EIN 11-2501979 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,430 participants and $1,315,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 1298 Legal Services Fund
- EIN
- 11-2501979
- Plan number
- 501
- Plan type
- 1
- Location
- Hempstead, NY
- Latest filing year
- 2023
- Participants
- 1,430
- End-of-year plan assets
- $1,315,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,430 | H, C | 20250131143349NAL0001386915002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,315,966
- Total liabilities (EOY)
- $65,349
- Net assets (EOY)
- $1,250,617
- Net assets (BOY)
- $1,062,593
Income & contributions
- Employer contributions
- $575,757
- Total contributions
- $575,757
- Total income / additions
- $627,207
Expenses & distributions
- Benefits paid
- $228,880
- Administrative expenses
- $210,303
- Total expenses
- $439,183
- Net increase / (decrease)
- $188,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Barnes, Iaccarino & Shepherd Llp | LEGAL BENEFITS | $171,000 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $68,285 | not reported in the loaded dataset | 2023 |
| Ernest M. Bongermino | LEGAL BENEFITS | $20,700 | not reported in the loaded dataset | 2023 |
| Amy Berkowitz -Ortiz, Esq | LEGAL BENEFITS | $9,250 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | FORMER ACCOUNTANT | $6,417 | not reported in the loaded dataset | 2023 |
| Joseph T. Lee | LEGAL BENEFITS | $6,375 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | ACCOUNTANT | $5,979 | not reported in the loaded dataset | 2023 |
| Hess Technology Consulting | COMPUTER CONSULTANT | $5,061 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 1298 Legal Services Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hempstead, NY
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Ernest M. Bongermino — Schedule C compensation
- Amy Berkowitz -Ortiz, Esq — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Joseph T. Lee — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- Hess Technology Consulting — Schedule C compensation