The Legal Aid Society Retirement Plan — Form 5500 plan (The Legal Aid Society)
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 Retirement Plan is a benefit plan reported by The Legal Aid Society under EIN 13-5562265 and plan number 006. The latest loaded filing year is 2023. The filing reports 787 participants and $47,175,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Legal Aid Society
- EIN
- 13-5562265
- Plan number
- 006
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 787
- End-of-year plan assets
- $47,175,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 787 | H, C | 20250410140028NAL0024342977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,175,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,175,292
- Net assets (BOY)
- $41,055,976
Income & contributions
- Employer contributions
- $4,217,078
- Total contributions
- $4,217,078
- Total income / additions
- $9,307,306
Expenses & distributions
- Benefits paid
- $3,000,506
- Administrative expenses
- $187,484
- Total expenses
- $3,187,990
- Net increase / (decrease)
- $6,119,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $187,000 | $0 | 2023 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $58,082 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Legal Aid Society
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation