Western Conference Of Teamsters Legal Services Trust Fund — Form 5500 plan (Western Conference Of Teamsters Legal Services Trust 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, Western Conference Of Teamsters Legal Services Trust Fund is a benefit plan reported by Western Conference Of Teamsters Legal Services Trust Fund under EIN 95-3543057 and plan number 501. The latest loaded filing year is 2023. The filing reports 50,064 participants and $41,165,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Conference Of Teamsters Legal Services Trust Fund
- EIN
- 95-3543057
- Plan number
- 501
- Plan type
- 1
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 50,064
- End-of-year plan assets
- $41,165,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 50,064 | H, C | 20250627114349NAL0014114928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,165,923
- Total liabilities (EOY)
- $1,342,142
- Net assets (EOY)
- $39,823,781
- Net assets (BOY)
- $39,132,110
Income & contributions
- Employer contributions
- $7,900,918
- Total contributions
- $7,900,918
- Total income / additions
- $13,553,083
Expenses & distributions
- Benefits paid
- $11,585,284
- Administrative expenses
- $1,276,128
- Total expenses
- $12,861,412
- Net increase / (decrease)
- $691,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delta Fund Administrators | NONE | $723,985 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $248,120 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $116,329 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood Pllc | NONE | $65,380 | not reported in the loaded dataset | 2023 |
| Pre-Sort Center Of Stockton, Inc. | NONE | $51,844 | not reported in the loaded dataset | 2023 |
| Hanson Bridgett | NONE | $35,899 | not reported in the loaded dataset | 2023 |
| Iron Mountain Inc. | NONE | $17,915 | not reported in the loaded dataset | 2023 |
| Barnard Iglitzin & Lavitt Llp | NONE | $7,685 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $5,414 | 2023 |
| Fremont Bank | NONE | $5,042 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Conference Of Teamsters Legal Services Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Delta Fund Administrators — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Mondress Monaco Parr Lockwood Pllc — Schedule C compensation
- Pre-Sort Center Of Stockton, Inc. — Schedule C compensation
- Hanson Bridgett — Schedule C compensation
- Iron Mountain Inc. — Schedule C compensation
- Barnard Iglitzin & Lavitt Llp — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Fremont Bank — Schedule C compensation