Plan5500

District 1199c Legal Services Plan — Form 5500 plan (District 1199c Legal Services Plan)

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, District 1199c Legal Services Plan is a benefit plan reported by District 1199c Legal Services Plan under EIN 23-2188968 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,750 participants and $575,779 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
District 1199c Legal Services Plan
EIN
23-2188968
Plan number
501
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
2,750
End-of-year plan assets
$575,779

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,750H, C20241014115957NAL0045873920002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$575,779
Total liabilities (EOY)
$22,837
Net assets (EOY)
$552,942
Net assets (BOY)
$488,650

Income & contributions

Employer contributions
$795,135
Total contributions
$795,135
Total income / additions
$796,149

Expenses & distributions

Benefits paid
$393,409
Administrative expenses
$338,448
Total expenses
$731,857
Net increase / (decrease)
$64,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spear Wilderman PcNONE$384,000not reported in the loaded dataset2023
Nicole NicholasEMPLOYEE$135,667not reported in the loaded dataset2023
Eric BrooksEMPLOYEE$60,908not reported in the loaded dataset2023
Markowitz & RichmanNONE$24,000not reported in the loaded dataset2023
Novak Francella, LLCNONE$14,250not reported in the loaded dataset2023
Glendelle CameronNONE$10,800not reported in the loaded dataset2023
Wells FargoNONE$6,762$02023

Related Form 5500 pages