Plan5500

Teamsters Local 355 Legal Services Trust — Form 5500 plan (Joint Board Of Trustees Of The Drivers And Helpers Local No. 355)

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 Local 355 Legal Services Trust is a benefit plan reported by Joint Board Of Trustees Of The Drivers And Helpers Local No. 355 under EIN 52-6043608 and plan number 501. The latest loaded filing year is 2023. The filing reports 652 participants and $78,359 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees Of The Drivers And Helpers Local No. 355
EIN
52-6043608
Plan number
501
Plan type
1
Location
Baltimore, MD
Latest filing year
2023
Participants
652
End-of-year plan assets
$78,359

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023652H, C20241011143007NAL0022933569002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,359
Total liabilities (EOY)
$15,032
Net assets (EOY)
$63,327
Net assets (BOY)
$72,904

Income & contributions

Participant contributions
$81,670
Total contributions
$81,670
Total income / additions
$81,670

Expenses & distributions

Benefits paid
$74,297
Administrative expenses
$16,950
Total expenses
$91,247
Net increase / (decrease)
-$9,577

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Caruso & ZerwitzPLAN SERVICES$74,297not reported in the loaded dataset2023
HcflAUDITOR$7,440not reported in the loaded dataset2023

Related Form 5500 pages