2023 Form 5500 filing — The Legal Aid Society Staff Attorneys Pension 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 20250124120847NAL0015795634001) for The Legal Aid Society Staff Attorneys Pension Plan, reported by Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan under EIN 13-5562265 and plan number 004. It reports 1,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124120847NAL0015795634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan
- EIN
- 13-5562265
- Plan number
- 004
- Location
- Westbury, NY
- Participants
- 1,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $264,891,342
- Total liabilities (EOY)
- $78,729
- Net assets (EOY)
- $264,812,613
- Employer contributions
- $6,758,226
- Total income / additions
- $43,257,955
- Benefits paid
- $15,684,930
- Administrative expenses
- $406,174
- Total expenses
- $16,091,104
- Net increase / (decrease)
- $27,166,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $205,630 | $0 |
| Proskauer Rose, Llp | ATTORNEY | $55,895 | not reported in the loaded dataset |
| Marshall & Moss Admin. Services Inc | NONE | $30,900 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $28,000 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $24,750 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $7,748 |