Service Employees International Union Local 32bj, District 36 Bolr Legal Services Trust Fund — Form 5500 plan (Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd)
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, Service Employees International Union Local 32bj, District 36 Bolr Legal Services Trust Fund is a benefit plan reported by Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd under EIN 23-2307011 and plan number 504. The latest loaded filing year is 2023. The filing reports 4,438 participants and $2,044,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd
- EIN
- 23-2307011
- Plan number
- 504
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 4,438
- End-of-year plan assets
- $2,044,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,438 | H, C | 20240925164956NAL0014682385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,044,257
- Total liabilities (EOY)
- $181,043
- Net assets (EOY)
- $1,863,214
- Net assets (BOY)
- $1,299,251
Income & contributions
- Employer contributions
- $898,854
- Total contributions
- $898,854
- Total income / additions
- $1,039,008
Expenses & distributions
- Benefits paid
- $374,902
- Administrative expenses
- $100,143
- Total expenses
- $475,045
- Net increase / (decrease)
- $563,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spear Wilderman P.C. | NONE | $442,122 | not reported in the loaded dataset | 2023 |
| Local 36 Operating Account | RELATED FUND | $28,909 | not reported in the loaded dataset | 2023 |
| Stevens & Lee Pc | NONE | $13,138 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $11,445 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Spear Wilderman P.C. — Schedule C compensation
- Local 36 Operating Account — Schedule C compensation
- Stevens & Lee Pc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation