2023 Form 5500 filing — United Teamster 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 20240925123301NAL0029070994001) for United Teamster Legal Services Fund, reported by Board Of Trustees Of United Teamster Legal Services Fund under EIN 11-3128658 and plan number 501. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925123301NAL0029070994001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United Teamster Legal Services Fund
- EIN
- 11-3128658
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,718
- Total liabilities (EOY)
- $7,500
- Net assets (EOY)
- $101,218
- Employer contributions
- $54,178
- Total income / additions
- $55,179
- Benefits paid
- $30,264
- Administrative expenses
- $27,110
- Total expenses
- $57,374
- Net increase / (decrease)
- -$2,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Feldman, Kramer, And Monaco | NONE | $30,480 | not reported in the loaded dataset |
| United Teamster Fund | NONE | $11,200 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $7,248 | not reported in the loaded dataset |