Teamsters Union Local No. 115 Legal Services Fund — Form 5500 plan (Teamsters Union Local No. 115 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, Teamsters Union Local No. 115 Legal Services Fund is a benefit plan reported by Teamsters Union Local No. 115 Legal Services Fund under EIN 23-1994976 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,772 participants and $17,952,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Union Local No. 115 Legal Services Fund
- EIN
- 23-1994976
- Plan number
- 502
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,772
- End-of-year plan assets
- $17,952,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,772 | H, C | 20241010202238NAL0020836193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,952,055
- Total liabilities (EOY)
- $90,404
- Net assets (EOY)
- $17,861,651
- Net assets (BOY)
- $15,632,635
Income & contributions
- Employer contributions
- $1,092,161
- Total contributions
- $1,092,161
- Total income / additions
- $2,802,686
Expenses & distributions
- Benefits paid
- $309,709
- Administrative expenses
- $263,961
- Total expenses
- $573,670
- Net increase / (decrease)
- $2,229,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Blair | EMPLOYEE | $105,679 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $65,425 | not reported in the loaded dataset | 2023 |
| Law Office Of Andrew Roseman | NONE | $44,003 | not reported in the loaded dataset | 2023 |
| Raffaele & Puppio, Llp | NONE | $20,361 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $20,164 | not reported in the loaded dataset | 2023 |
| Sd Associates, Pc | NONE | $18,450 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $15,266 | not reported in the loaded dataset | 2023 |
| Sadek Law Offices, LLC | NONE | $13,200 | not reported in the loaded dataset | 2023 |
| Underwood & Micklin, LLC | NONE | $12,925 | not reported in the loaded dataset | 2023 |
| Law Offices - Joseph L. London | NONE | $11,643 | not reported in the loaded dataset | 2023 |
| Kardos, Rickles, & Hand, Pc | NONE | $11,204 | not reported in the loaded dataset | 2023 |
| Nugent Law | NONE | $5,813 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $5,475 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Union Local No. 115 Legal Services Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- William Blair — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Law Office Of Andrew Roseman — Schedule C compensation
- Raffaele & Puppio, Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Sd Associates, Pc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Sadek Law Offices, LLC — Schedule C compensation
- Underwood & Micklin, LLC — Schedule C compensation
- Law Offices - Joseph L. London — Schedule C compensation
- Kardos, Rickles, & Hand, Pc — Schedule C compensation
- Nugent Law — Schedule C compensation
- Morgan Stanley — Schedule C compensation