2023 Form 5500 filing — Local 138, 138a & 138b Legal 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 20250407094751NAL0026606128001) for Local 138, 138a & 138b Legal Fund, reported by Board Of Trustees, Local 138, 138a & 138b Legal Fund under EIN 11-2428038 and plan number 501. It reports 1,694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407094751NAL0026606128001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Local 138, 138a & 138b Legal Fund
- EIN
- 11-2428038
- Plan number
- 501
- Location
- Farmingdale, NY
- Participants
- 1,694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $331,320
- Total liabilities (EOY)
- $2,524
- Net assets (EOY)
- $328,796
- Employer contributions
- $273,953
- Total income / additions
- $274,315
- Benefits paid
- $180,000
- Administrative expenses
- $14,024
- Total expenses
- $194,024
- Net increase / (decrease)
- $80,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Archer, Byington, Glennon & Levine | NONE | $8,500 | not reported in the loaded dataset |