2023 Form 5500 filing — Western Conference Of Teamsters Legal Services Trust 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 20250627114349NAL0014114928001) for Western Conference Of Teamsters Legal Services Trust Fund, reported by Western Conference Of Teamsters Legal Services Trust Fund under EIN 95-3543057 and plan number 501. It reports 50,064 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627114349NAL0014114928001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Western Conference Of Teamsters Legal Services Trust Fund
- EIN
- 95-3543057
- Plan number
- 501
- Location
- Stockton, CA
- Participants
- 50,064
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,165,923
- Total liabilities (EOY)
- $1,342,142
- Net assets (EOY)
- $39,823,781
- Employer contributions
- $7,900,918
- Total income / additions
- $13,553,083
- Benefits paid
- $11,585,284
- Administrative expenses
- $1,276,128
- Total expenses
- $12,861,412
- Net increase / (decrease)
- $691,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delta Fund Administrators | NONE | $723,985 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $248,120 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $116,329 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood Pllc | NONE | $65,380 | not reported in the loaded dataset |
| Pre-Sort Center Of Stockton, Inc. | NONE | $51,844 | not reported in the loaded dataset |
| Hanson Bridgett | NONE | $35,899 | not reported in the loaded dataset |
| Iron Mountain Inc. | NONE | $17,915 | not reported in the loaded dataset |
| Barnard Iglitzin & Lavitt Llp | NONE | $7,685 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $5,414 |
| Fremont Bank | NONE | $5,042 | not reported in the loaded dataset |