Iuoe Local 30 Group Legal Services Fund — Form 5500 plan (Bd Of Trustees Iuoe Local 30 Group Legal Services)
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, Iuoe Local 30 Group Legal Services Fund is a benefit plan reported by Bd Of Trustees Iuoe Local 30 Group Legal Services under EIN 11-2741909 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,406 participants and $650,272 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$501.7KPlan net assets, end of year$501,741
Participants3.4KCovered participants reported3,406
Assets / participant$191Computed: assets ÷ participants$191 (computed)
Provider compensation$230.5K5 Schedule C provider row(s)$230,529
- Plan sponsor
- Bd Of Trustees Iuoe Local 30 Group Legal Services
- EIN
- 11-2741909
- Plan number
- 501
- Plan type
- 1
- Location
- Whitestone, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,406 | H, C | 20240724104951NAL0012508353001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$650.3K total assets
Net assets$501.7KLiabilities$148.5K
Full reported line items
Net assets
- Total assets (EOY)
- $650,272
- Total liabilities (EOY)
- $148,531
- Net assets (EOY)
- $501,741
- Net assets (BOY)
- $496,482
Income & contributions
- Employer contributions
- $283,301
- Total contributions
- $283,301
- Total income / additions
- $283,617
Expenses & distributions
- Benefits paid
- $215,129
- Administrative expenses
- $63,229
- Total expenses
- $278,358
- Net increase / (decrease)
- $5,259
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets55%Computed ratio
Benefits paid ÷ total income76%Computed ratio
Provider comp. ÷ net assets46%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brigid Weingartner | EMPLOYEE | $117,529 | not reported in the loaded dataset | 2023 |
| The Law Office Of Jeanne M. Correa | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| O'Shea & Associates | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shephard | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Iuoe Local 30 Group Legal Services
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Whitestone, NY
- Brigid Weingartner — Schedule C compensation
- The Law Office Of Jeanne M. Correa — Schedule C compensation
- O'Shea & Associates — Schedule C compensation
- Barnes, Iaccarino & Shephard — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation