2023 Form 5500 filing — Teamsters Legal Defense 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 20241015115203NAL0029470865003) for Teamsters Legal Defense Fund, reported by Teamsters Legal Defense Trust under EIN 26-3361356 and plan number 501. It reports 6,773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015115203NAL0029470865003
Filing year
2023
Form type
3
Plan sponsor
Teamsters Legal Defense Trust
EIN
26-3361356
Plan number
501
Location
Washington, DC
Participants
6,773
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,036,673
Total liabilities (EOY)
$169,212
Net assets (EOY)
$2,867,461
Participant contributions
$575,178
Total income / additions
$844,010
Benefits paid
$87,879
Administrative expenses
$255,135
Total expenses
$343,014
Net increase / (decrease)
$500,996
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Legal Services IncNONE$205,590not reported in the loaded dataset
Novak Francella LLCNONE$21,138not reported in the loaded dataset
Law Office Of Lisa ElliottNONE$18,390not reported in the loaded dataset
Barandon Brown Attorney At LawNONE$9,165not reported in the loaded dataset
Law Offices Of Patrick J. ThomasseyNONE$7,425not reported in the loaded dataset
Dysart, Willis, PllcNONE$6,465not reported in the loaded dataset
Alan Biller Associates IncNONE$6,000not reported in the loaded dataset
Anthony De Luca EsqNONE$5,805not reported in the loaded dataset

Related Form 5500 pages