Unite Here Local 274 Legal Services Fund — Form 5500 plan (Unite Here Local 274 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, Unite Here Local 274 Legal Services Fund is a benefit plan reported by Unite Here Local 274 Legal Services Fund under EIN 27-3421780 and plan number 501. The latest loaded filing year is 2023. The filing reports 624 participants and $48,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unite Here Local 274 Legal Services Fund
EIN
27-3421780
Plan number
501
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
624
End-of-year plan assets
$48,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023624H, C20241015130327NAL0029720257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,143
Net assets (EOY)
$48,143
Net assets (BOY)
$46,897

Income & contributions

Employer contributions
$60,055
Total contributions
$60,055
Total income / additions
$60,055

Expenses & distributions

Benefits paid
$44,423
Administrative expenses
$14,386
Total expenses
$58,809
Net increase / (decrease)
$1,246

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willig Williams & DavidsonNONE$44,423not reported in the loaded dataset2023

Related Form 5500 pages