How many benefit plans does First Trust Portfolios L. P. report on Form 5500?

First Trust Portfolios L. P. (EIN 36-3768815) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for First Trust Portfolios L. P.?

The Employer Identification Number (EIN) reported for First Trust Portfolios L. P. is 36-3768815.

What is the latest Form 5500 filing year for First Trust Portfolios L. P.?

The latest loaded Form 5500 filing year for First Trust Portfolios L. P. is 2023.

First Trust Portfolios L. P. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, First Trust Portfolios L. P. (EIN 36-3768815) is a plan sponsor located in Wheaton, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-3768815
Location: Wheaton, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $295,272,366
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $295,272,366

Contributions & income

Employer contributions: $3,227,063
Participant contributions: $18,435,978
Total income / additions: $69,742,315

Expenses & distributions

Benefits paid / distributions: $9,294,507
Total expenses: $9,341,083
Net increase / (decrease): $60,401,232

Coverage

Total reported participants: 1,931
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

First Trust Portfolios L. P. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
First Trust Portfolios L.P. 401(K) Plan	001	1,072	$295,272,366	2023
First Trust Portfolios, L. P. Health And Welfare Benefits Plan	507	859	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Trust Portfolios L. P.
Year	Plan	Participants	Schedules	Filing
2023	First Trust Portfolios, L. P. Health And Welfare Benefits Plan	859	—	20240517024414NAL0036273827001
2023	First Trust Portfolios L.P. 401(K) Plan	1,072	H, C	20241009093116NAL0018093185001