United Steelworkers Local 286 Legal Services Plan — Form 5500 plan (United Steelworkers Local 286 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, United Steelworkers Local 286 Legal Services Plan is a benefit plan reported by United Steelworkers Local 286 Legal Services Plan under EIN 23-2194292 and plan number 501. The latest loaded filing year is 2023. The filing reports 864 participants and $818,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Steelworkers Local 286 Legal Services Plan
- EIN
- 23-2194292
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 864
- End-of-year plan assets
- $818,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 864 | H, C | 20240820122858NAL0002560193003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $818,021
- Total liabilities (EOY)
- $46,236
- Net assets (EOY)
- $771,785
- Net assets (BOY)
- $1,263,552
Income & contributions
- Employer contributions
- $2,830
- Total contributions
- $2,830
- Total income / additions
- $33,298
Expenses & distributions
- Benefits paid
- $252,551
- Administrative expenses
- $272,514
- Total expenses
- $525,065
- Net increase / (decrease)
- -$491,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usw District 10 Local 286 Union | SPONSORING LABOR ORG. | $190,071 | not reported in the loaded dataset | 2023 |
| Spear Wilderman,P.C. | NONE | $182,641 | not reported in the loaded dataset | 2023 |
| Carlo Simone, Iii | EMPLOYEE | $0 | $47,802 | 2023 |
| Novak Francella LLC | NONE | $30,430 | not reported in the loaded dataset | 2023 |
| Raible,Cornaglia,Wenstrom & Raible | NONE | $16,235 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, Pc | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | NONE | $10,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Steelworkers Local 286 Legal Services Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Usw District 10 Local 286 Union — Schedule C compensation
- Spear Wilderman,P.C. — Schedule C compensation
- Carlo Simone, Iii — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Raible,Cornaglia,Wenstrom & Raible — Schedule C compensation
- Littler Mendelson, Pc — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation