Community Legal Services Group Benefit Plan — Form 5500 plan (Community Legal Services, Inc.)
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, Community Legal Services Group Benefit Plan is a benefit plan reported by Community Legal Services, Inc. under EIN 23-1671562 and plan number 501. The latest loaded filing year is 2023. The filing reports 160 participants and $464,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Legal Services, Inc.
- EIN
- 23-1671562
- Plan number
- 501
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $464,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20240924143136NAL0012891105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $464,407
- Total liabilities (EOY)
- $550,126
- Net assets (EOY)
- -$85,719
- Net assets (BOY)
- $231,171
Income & contributions
- Employer contributions
- $2,504,121
- Participant contributions
- $1,987
- Total contributions
- $2,506,108
- Total income / additions
- $2,506,108
Expenses & distributions
- Benefits paid
- $2,598,026
- Administrative expenses
- $224,972
- Total expenses
- $2,822,998
- Net increase / (decrease)
- -$316,890
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | ADMIN | $104,212 | not reported in the loaded dataset | 2023 |
| Patriot (Exude, Inc.) | BROKER | $76,950 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $33,455 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $10,355 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Legal Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Umr — Schedule C compensation
- Patriot (Exude, Inc.) — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation