Legal Services Plan Of The Electrical Industry — Form 5500 plan (Board Of Trustees Of The Legal Services Plan Of The Electrical Ind)

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, Legal Services Plan Of The Electrical Industry is a benefit plan reported by Board Of Trustees Of The Legal Services Plan Of The Electrical Ind under EIN 11-2871178 and plan number 509. The latest loaded filing year is 2023. The filing reports 19,984 participants and $6,827,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Legal Services Plan Of The Electrical Ind
EIN
11-2871178
Plan number
509
Plan type
1
Location
Flushing, NY
Latest filing year
2023
Participants
19,984
End-of-year plan assets
$6,827,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,984H, C20250710121305NAL0009139712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,827,419
Total liabilities (EOY)
$354,578
Net assets (EOY)
$6,472,841
Net assets (BOY)
$6,089,094

Income & contributions

Employer contributions
$1,315,932
Total contributions
$1,315,932
Total income / additions
$1,842,076

Expenses & distributions

Benefits paid
$1,325,563
Administrative expenses
$132,766
Total expenses
$1,458,329
Net increase / (decrease)
$383,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Joint Industry BoardNONE$70,000not reported in the loaded dataset2023
Sovos Compliance LLCNONE$24,383not reported in the loaded dataset2023
Alliant InsuranceNONE$10,327not reported in the loaded dataset2023
Milliman IncNONE$10,000not reported in the loaded dataset2023
Deutsche BankNONE$7,292not reported in the loaded dataset2023
Insight North America LLCNONE$6,936not reported in the loaded dataset2023
State Street Bank & Trust CoNONE$871$02023

Related Form 5500 pages