Trustees Of Warehouse Emp Union Local 730 & Cont. Compt. Prepaid Legal Service Fund — Form 5500 plan (Board Of Trustees Of Warehouse 730 Prepaid Legal Service 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, Trustees Of Warehouse Emp Union Local 730 & Cont. Compt. Prepaid Legal Service Fund is a benefit plan reported by Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund under EIN 22-3408915 and plan number 501. The latest loaded filing year is 2023. The filing reports 692 participants and $1,016,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund
- EIN
- 22-3408915
- Plan number
- 501
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 692
- End-of-year plan assets
- $1,016,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 692 | H, C | 20240904073534NAL0019889505002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,016,607
- Total liabilities (EOY)
- $13,371
- Net assets (EOY)
- $1,003,236
- Net assets (BOY)
- $937,474
Income & contributions
- Employer contributions
- $101,322
- Total contributions
- $101,322
- Total income / additions
- $161,168
Expenses & distributions
- Benefits paid
- $28,540
- Administrative expenses
- $66,866
- Total expenses
- $95,406
- Net increase / (decrease)
- $65,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steven M. Sindler | NONE | $28,540 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $19,912 | not reported in the loaded dataset | 2023 |
| Associated Administrators | NONE | $18,741 | not reported in the loaded dataset | 2023 |
| Blank Rome Llp | NONE | $6,958 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Steven M. Sindler — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Associated Administrators — Schedule C compensation
- Blank Rome Llp — Schedule C compensation