2023 Form 5500 filing — Ufcw Local 1500 Legal Services Plan
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 20241014094308NAL0044024432001) for Ufcw Local 1500 Legal Services Plan, reported by Ufcw Local 1500 Legal Services Trust Fund under EIN 11-2531776 and plan number 501. It reports 33,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094308NAL0044024432001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Local 1500 Legal Services Trust Fund
- EIN
- 11-2531776
- Plan number
- 501
- Location
- Westbury, NY
- Participants
- 33,397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $381,008
- Total liabilities (EOY)
- $23,013
- Net assets (EOY)
- $357,995
- Employer contributions
- $342,663
- Total income / additions
- $356,473
- Benefits paid
- $145,560
- Administrative expenses
- $228,161
- Total expenses
- $373,721
- Net increase / (decrease)
- -$17,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Local 1500 | AFFILIATED LOCAL UNION | $125,474 | not reported in the loaded dataset |
| Nicole Norris, Esq | LEGAL FUND DIRECTOR | $81,600 | not reported in the loaded dataset |
| Aria Employee Benefit Service | NONE | $46,200 | not reported in the loaded dataset |
| Ufcw Local 1500 Building, Inc. | AFFILIATED TITLE HOLDING | $25,700 | not reported in the loaded dataset |
| The Segal Company | NONE | $10,778 | not reported in the loaded dataset |
| Berdon Llp | NONE | $7,150 | not reported in the loaded dataset |