2023 Form 5500 filing — Leather Goods, Handbags, And Novelty Workers Union Local 1 Joint Retirement 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 20241007090726NAL0014966353002) for Leather Goods, Handbags, And Novelty Workers Union Local 1 Joint Retirement Fund, reported by Bd Of Trustees Joint Retirement Fund under EIN 13-5622665 and plan number 001. It reports 3,606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007090726NAL0014966353002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Joint Retirement Fund
- EIN
- 13-5622665
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 3,606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,199,866
- Total liabilities (EOY)
- $97,816
- Net assets (EOY)
- $1,102,050
- Total income / additions
- $4,217,333
- Benefits paid
- $3,400,207
- Administrative expenses
- $526,460
- Total expenses
- $3,926,667
- Net increase / (decrease)
- $290,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Inc | NONE | $384,079 | not reported in the loaded dataset |
| Cohen, Weiss, And Simon Llp | NONE | $33,389 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $30,215 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $14,093 | not reported in the loaded dataset |