Amalgamated Meat Cutters & Rfseu Local 342 Group Legal Services Fund — Form 5500 plan (Bd Of Trustees Amc & Rfseu Group Legal Services 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, Amalgamated Meat Cutters & Rfseu Local 342 Group Legal Services Fund is a benefit plan reported by Bd Of Trustees Amc & Rfseu Group Legal Services Fund under EIN 11-2547525 and plan number 502. The latest loaded filing year is 2023. The filing reports 5,607 participants and $3,807,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Amc & Rfseu Group Legal Services Fund
- EIN
- 11-2547525
- Plan number
- 502
- Plan type
- 1
- Location
- Bohemia, NY
- Latest filing year
- 2023
- Participants
- 5,607
- End-of-year plan assets
- $3,807,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,607 | H, C | 20241014182102NAL0015411299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,807,674
- Total liabilities (EOY)
- $49,099
- Net assets (EOY)
- $3,758,575
- Net assets (BOY)
- $3,625,078
Income & contributions
- Employer contributions
- $1,098,513
- Total contributions
- $1,098,513
- Total income / additions
- $1,328,292
Expenses & distributions
- Benefits paid
- $478,703
- Administrative expenses
- $716,092
- Total expenses
- $1,194,795
- Net increase / (decrease)
- $133,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Simon & Milner | NONE | $487,272 | not reported in the loaded dataset | 2023 |
| Amcu & Rfseu Local 342 Welfare Fund | RELATED ORGANIZATION | $298,000 | not reported in the loaded dataset | 2023 |
| Ufcw Local 342 Union | RELATED ORGANIZATION | $126,547 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $16,249 | not reported in the loaded dataset | 2023 |
| Ronald Straci, Esq | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $8,242 | not reported in the loaded dataset | 2023 |
| Nakia Smith | NONE | $0 | $6,532 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Amc & Rfseu Group Legal Services Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bohemia, NY
- Simon & Milner — Schedule C compensation
- Amcu & Rfseu Local 342 Welfare Fund — Schedule C compensation
- Ufcw Local 342 Union — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Ronald Straci, Esq — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Nakia Smith — Schedule C compensation