Plan5500

United Teamster Legal Services Fund — Form 5500 plan (Board Of Trustees Of United Teamster 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, United Teamster Legal Services Fund is a benefit plan reported by Board Of Trustees Of United Teamster Legal Services Fund under EIN 11-3128658 and plan number 501. The latest loaded filing year is 2023. The filing reports 340 participants and $108,718 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of United Teamster Legal Services Fund
EIN
11-3128658
Plan number
501
Plan type
1
Location
Brooklyn, NY
Latest filing year
2023
Participants
340
End-of-year plan assets
$108,718

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20240925123301NAL0029070994001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,718
Total liabilities (EOY)
$7,500
Net assets (EOY)
$101,218
Net assets (BOY)
$103,413

Income & contributions

Employer contributions
$54,178
Total contributions
$54,178
Total income / additions
$55,179

Expenses & distributions

Benefits paid
$30,264
Administrative expenses
$27,110
Total expenses
$57,374
Net increase / (decrease)
-$2,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Feldman, Kramer, And MonacoNONE$30,480not reported in the loaded dataset2023
United Teamster FundNONE$11,200not reported in the loaded dataset2023
Calibre Cpa Group, PllcAUDITOR$7,248not reported in the loaded dataset2023

Related Form 5500 pages