Plan5500

Leather Goods, Handbags, And Novelty Workers Union Local 1 Joint Retirement Fund — Form 5500 plan (Bd Of Trustees Joint Retirement 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, Leather Goods, Handbags, And Novelty Workers Union Local 1 Joint Retirement Fund is a benefit plan reported by Bd Of Trustees Joint Retirement Fund under EIN 13-5622665 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,606 participants and $1,199,866 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bd Of Trustees Joint Retirement Fund
EIN
13-5622665
Plan number
001
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
3,606
End-of-year plan assets
$1,199,866

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,606H, C20241007090726NAL0014966353002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,199,866
Total liabilities (EOY)
$97,816
Net assets (EOY)
$1,102,050
Net assets (BOY)
$811,384

Income & contributions

Total contributions
$4,215,432
Total income / additions
$4,217,333

Expenses & distributions

Benefits paid
$3,400,207
Administrative expenses
$526,460
Total expenses
$3,926,667
Net increase / (decrease)
$290,666

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz IncNONE$384,079not reported in the loaded dataset2023
Cohen, Weiss, And Simon LlpNONE$33,389not reported in the loaded dataset2023
Novak Francella LLCNONE$30,215not reported in the loaded dataset2023
Proskauer Rose LlpNONE$14,093not reported in the loaded dataset2023

Related Form 5500 pages