Teamsters Local 456 Legal Services Benefit Fund — Form 5500 plan (Board Of Trustees Local 456 Legal Services Benefit 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, Teamsters Local 456 Legal Services Benefit Fund is a benefit plan reported by Board Of Trustees Local 456 Legal Services Benefit Fund under EIN 13-3133262 and plan number 501. The latest loaded filing year is 2023. The filing reports 926 participants and $1,213,683 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.2MPlan net assets, end of year$1,212,833
Participants926Covered participants reported
Assets / participant$1.3KComputed: assets ÷ participants$1,311 (computed)
Provider compensation$116.3K4 Schedule C provider row(s)$116,274
- Plan sponsor
- Board Of Trustees Local 456 Legal Services Benefit Fund
- EIN
- 13-3133262
- Plan number
- 501
- Plan type
- 1
- Location
- Elmsford, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 926 | H, C | 20240731112154NAL0036381616002 |
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)$1.2M total assets
Net assets$1.2MLiabilities$850
Full reported line items
Net assets
- Total assets (EOY)
- $1,213,683
- Total liabilities (EOY)
- $850
- Net assets (EOY)
- $1,212,833
- Net assets (BOY)
- $1,063,543
Income & contributions
- Employer contributions
- $273,938
- Total contributions
- $273,938
- Total income / additions
- $295,084
Expenses & distributions
- Benefits paid
- $92,366
- Administrative expenses
- $53,428
- Total expenses
- $145,794
- Net increase / (decrease)
- $149,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bamundo, Zwal & Schermerhorn Llp | LEGAL BENEFITS | $85,360 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | LEGAL | $16,424 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $9,384 | not reported in the loaded dataset | 2023 |
| Id Resolution LLC | IDENTITY MANAGEMENT | $5,106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 456 Legal Services Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmsford, NY
- Bamundo, Zwal & Schermerhorn Llp — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Id Resolution LLC — Schedule C compensation