2023 Form 5500 filing — District 1199c 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 20241014115957NAL0045873920002) for District 1199c Legal Services Plan, reported by District 1199c Legal Services Plan under EIN 23-2188968 and plan number 501. It reports 2,750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115957NAL0045873920002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- District 1199c Legal Services Plan
- EIN
- 23-2188968
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 2,750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $575,779
- Total liabilities (EOY)
- $22,837
- Net assets (EOY)
- $552,942
- Employer contributions
- $795,135
- Total income / additions
- $796,149
- Benefits paid
- $393,409
- Administrative expenses
- $338,448
- Total expenses
- $731,857
- Net increase / (decrease)
- $64,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spear Wilderman Pc | NONE | $384,000 | not reported in the loaded dataset |
| Nicole Nicholas | EMPLOYEE | $135,667 | not reported in the loaded dataset |
| Eric Brooks | EMPLOYEE | $60,908 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $24,000 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $14,250 | not reported in the loaded dataset |
| Glendelle Cameron | NONE | $10,800 | not reported in the loaded dataset |
| Wells Fargo | NONE | $6,762 | $0 |