Teamsters Legal Defense Fund — Form 5500 plan (Teamsters Legal Defense Trust)

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 Legal Defense Fund is a benefit plan reported by Teamsters Legal Defense Trust under EIN 26-3361356 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,773 participants and $3,036,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teamsters Legal Defense Trust
EIN
26-3361356
Plan number
501
Plan type
3
Location
Washington, DC
Latest filing year
2023
Participants
6,773
End-of-year plan assets
$3,036,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,773H, C20241015115203NAL0029470865003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,036,673
Total liabilities (EOY)
$169,212
Net assets (EOY)
$2,867,461
Net assets (BOY)
$2,366,465

Income & contributions

Participant contributions
$575,178
Total contributions
$575,178
Total income / additions
$844,010

Expenses & distributions

Benefits paid
$87,879
Administrative expenses
$255,135
Total expenses
$343,014
Net increase / (decrease)
$500,996

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Legal Services IncNONE$205,590not reported in the loaded dataset2023
Novak Francella LLCNONE$21,138not reported in the loaded dataset2023
Law Office Of Lisa ElliottNONE$18,390not reported in the loaded dataset2023
Barandon Brown Attorney At LawNONE$9,165not reported in the loaded dataset2023
Law Offices Of Patrick J. ThomasseyNONE$7,425not reported in the loaded dataset2023
Dysart, Willis, PllcNONE$6,465not reported in the loaded dataset2023
Alan Biller Associates IncNONE$6,000not reported in the loaded dataset2023
Anthony De Luca EsqNONE$5,805not reported in the loaded dataset2023

Related Form 5500 pages