The Legal Aid Society Staff Attorneys Pension Plan — Form 5500 plan (Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan)
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, The Legal Aid Society Staff Attorneys Pension Plan is a benefit plan reported by Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan under EIN 13-5562265 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,950 participants and $264,891,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan
- EIN
- 13-5562265
- Plan number
- 004
- Plan type
- 2
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 1,950
- End-of-year plan assets
- $264,891,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,950 | H, C | 20250124120847NAL0015795634001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $264,891,342
- Total liabilities (EOY)
- $78,729
- Net assets (EOY)
- $264,812,613
- Net assets (BOY)
- $237,645,762
Income & contributions
- Employer contributions
- $6,758,226
- Total contributions
- $6,758,226
- Total income / additions
- $43,257,955
Expenses & distributions
- Benefits paid
- $15,684,930
- Administrative expenses
- $406,174
- Total expenses
- $16,091,104
- Net increase / (decrease)
- $27,166,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $205,630 | $0 | 2023 |
| Proskauer Rose, Llp | ATTORNEY | $55,895 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Admin. Services Inc | NONE | $30,900 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $24,750 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $7,748 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- The Vanguard Group, Inc. — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Marshall & Moss Admin. Services Inc — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation