The Legal Aid Society Retirement Plan — Form 5500 plan (The Legal Aid Society)
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, The Legal Aid Society Retirement Plan is a benefit plan reported by The Legal Aid Society under EIN 13-5562265 and plan number 001. The latest loaded filing year is 2023. The filing reports 597 participants and $55,386,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Legal Aid Society
- EIN
- 13-5562265
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 597
- End-of-year plan assets
- $55,386,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 597 | H, C | 20250414162138NAL0000911779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,386,024
- Total liabilities (EOY)
- $45,445
- Net assets (EOY)
- $55,340,579
- Net assets (BOY)
- $54,507,693
Income & contributions
- Employer contributions
- $747,433
- Total contributions
- $747,433
- Total income / additions
- $7,885,995
Expenses & distributions
- Benefits paid
- $6,028,754
- Administrative expenses
- $1,024,355
- Total expenses
- $7,053,109
- Net increase / (decrease)
- $832,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global, LLC | NONE | $662,034 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $234,267 | not reported in the loaded dataset | 2023 |
| Proskauer | NONE | $15,777 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $10,500 | not reported in the loaded dataset | 2023 |