2023 Form 5500 filing — Teamsters Union Local No. 115 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 20241010202238NAL0020836193001) for Teamsters Union Local No. 115 Legal Services Fund, reported by Teamsters Union Local No. 115 Legal Services Fund under EIN 23-1994976 and plan number 502. It reports 1,772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010202238NAL0020836193001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Union Local No. 115 Legal Services Fund
- EIN
- 23-1994976
- Plan number
- 502
- Location
- Philadelphia, PA
- Participants
- 1,772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,952,055
- Total liabilities (EOY)
- $90,404
- Net assets (EOY)
- $17,861,651
- Employer contributions
- $1,092,161
- Total income / additions
- $2,802,686
- Benefits paid
- $309,709
- Administrative expenses
- $263,961
- Total expenses
- $573,670
- Net increase / (decrease)
- $2,229,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Blair | EMPLOYEE | $105,679 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $65,425 | not reported in the loaded dataset |
| Law Office Of Andrew Roseman | NONE | $44,003 | not reported in the loaded dataset |
| Raffaele & Puppio, Llp | NONE | $20,361 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $20,164 | not reported in the loaded dataset |
| Sd Associates, Pc | NONE | $18,450 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $15,266 | not reported in the loaded dataset |
| Sadek Law Offices, LLC | NONE | $13,200 | not reported in the loaded dataset |
| Underwood & Micklin, LLC | NONE | $12,925 | not reported in the loaded dataset |
| Law Offices - Joseph L. London | NONE | $11,643 | not reported in the loaded dataset |
| Kardos, Rickles, & Hand, Pc | NONE | $11,204 | not reported in the loaded dataset |
| Nugent Law | NONE | $5,813 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $5,475 | not reported in the loaded dataset |