Plan5500

Ufcw Local 1500 Legal Services Plan — Form 5500 plan (Ufcw Local 1500 Legal Services Trust Fund)

Plain-English plan 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, Ufcw Local 1500 Legal Services Plan is a benefit plan reported by Ufcw Local 1500 Legal Services Trust Fund under EIN 11-2531776 and plan number 501. The latest loaded filing year is 2023. The filing reports 33,397 participants and $381,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ufcw Local 1500 Legal Services Trust Fund
EIN
11-2531776
Plan number
501
Plan type
1
Location
Westbury, NY
Latest filing year
2023
Participants
33,397
End-of-year plan assets
$381,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333,397H, C20241014094308NAL0044024432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$381,008
Total liabilities (EOY)
$23,013
Net assets (EOY)
$357,995
Net assets (BOY)
$375,243

Income & contributions

Employer contributions
$342,663
Total contributions
$342,663
Total income / additions
$356,473

Expenses & distributions

Benefits paid
$145,560
Administrative expenses
$228,161
Total expenses
$373,721
Net increase / (decrease)
-$17,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ufcw Local 1500AFFILIATED LOCAL UNION$125,474not reported in the loaded dataset2023
Nicole Norris, EsqLEGAL FUND DIRECTOR$81,600not reported in the loaded dataset2023
Aria Employee Benefit ServiceNONE$46,200not reported in the loaded dataset2023
Ufcw Local 1500 Building, Inc.AFFILIATED TITLE HOLDING$25,700not reported in the loaded dataset2023
The Segal CompanyNONE$10,778not reported in the loaded dataset2023
Berdon LlpNONE$7,150not reported in the loaded dataset2023

Related Form 5500 pages