2023 Form 5500 filing — Teamsters Local 456 Legal Services Benefit Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731112154NAL0036381616002) for Teamsters Local 456 Legal Services Benefit Fund, reported by Board Of Trustees Local 456 Legal Services Benefit Fund under EIN 13-3133262 and plan number 501. It reports 926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$1.2MReported net assets$1,212,833
Participants926
Provider compensation$116.3K4 Schedule C row(s)$116,274
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731112154NAL0036381616002
- Plan sponsor
- Board Of Trustees Local 456 Legal Services Benefit Fund
- EIN
- 13-3133262
- Plan number
- 501
- Location
- Elmsford, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$850
Full reported line items
- Total assets (EOY)
- $1,213,683
- Total liabilities (EOY)
- $850
- Net assets (EOY)
- $1,212,833
- Employer contributions
- $273,938
- Total income / additions
- $295,084
- Benefits paid
- $92,366
- Administrative expenses
- $53,428
- Total expenses
- $145,794
- Net increase / (decrease)
- $149,290
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bamundo, Zwal & Schermerhorn Llp | LEGAL BENEFITS | $85,360 | not reported in the loaded dataset |
| Blitman & King Llp | LEGAL | $16,424 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $9,384 | not reported in the loaded dataset |
| Id Resolution LLC | IDENTITY MANAGEMENT | $5,106 | not reported in the loaded dataset |