2023 Form 5500 filing — Westchester Heavy Construction Laborers Local 60 Legal Services 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 20240731121726NAL0021475505003) for Westchester Heavy Construction Laborers Local 60 Legal Services Fund, reported by Board Of Trustees Local 60 Legal Services Fund under EIN 13-6940760 and plan number 501. It reports 849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731121726NAL0021475505003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 60 Legal Services Fund
- EIN
- 13-6940760
- Plan number
- 501
- Location
- Hawthorne, NY
- Participants
- 849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,971
- Total liabilities (EOY)
- $20,768
- Net assets (EOY)
- $230,203
- Employer contributions
- $151,731
- Total income / additions
- $151,875
- Benefits paid
- $125,388
- Administrative expenses
- $54,486
- Total expenses
- $179,874
- Net increase / (decrease)
- -$27,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Barnes, Iaccarino & Shepherd Llp | LEGAL BENEFITS | $115,138 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $19,411 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $9,226 | not reported in the loaded dataset |