2023 Form 5500 filing — Teamsters Local No.623 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 20241021123516NAL0000860099001) for Teamsters Local No.623 Legal Services Fund, reported by Teamster Local No. 623 Legal Services Fund under EIN 23-2224686 and plan number 501. It reports 6,568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021123516NAL0000860099001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamster Local No. 623 Legal Services Fund
- EIN
- 23-2224686
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 6,568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $900,497
- Total liabilities (EOY)
- $17,500
- Net assets (EOY)
- $882,997
- Employer contributions
- $149,388
- Total income / additions
- $176,605
- Benefits paid
- $120,000
- Administrative expenses
- $11,143
- Total expenses
- $131,143
- Net increase / (decrease)
- $45,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willig, Williams & Davidson | NONE | $120,000 | not reported in the loaded dataset |
| Perry N Blackman Cpa | NONE | $7,500 | not reported in the loaded dataset |