Plan5500

Westchester Heavy Construction Laborers Local 60 Legal Services Fund — Form 5500 plan (Board Of Trustees Local 60 Legal Services 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, Westchester Heavy Construction Laborers Local 60 Legal Services Fund is a benefit plan reported by Board Of Trustees Local 60 Legal Services Fund under EIN 13-6940760 and plan number 501. The latest loaded filing year is 2023. The filing reports 849 participants and $250,971 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Local 60 Legal Services Fund
EIN
13-6940760
Plan number
501
Plan type
1
Location
Hawthorne, NY
Latest filing year
2023
Participants
849
End-of-year plan assets
$250,971

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023849H, C20240731121726NAL0021475505003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$250,971
Total liabilities (EOY)
$20,768
Net assets (EOY)
$230,203
Net assets (BOY)
$258,202

Income & contributions

Employer contributions
$151,731
Total contributions
$151,731
Total income / additions
$151,875

Expenses & distributions

Benefits paid
$125,388
Administrative expenses
$54,486
Total expenses
$179,874
Net increase / (decrease)
-$27,999

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Barnes, Iaccarino & Shepherd LlpLEGAL BENEFITS$115,138not reported in the loaded dataset2023
Barnes, Iaccarino & Shepherd LlpLEGAL$19,411not reported in the loaded dataset2023
Gettry Marcus Cpa, P.C.ACCOUNTANT$9,226not reported in the loaded dataset2023

Related Form 5500 pages