Philadelphia Joint Board Welfare Fund — Form 5500 plan (Philadelphia Joint Board Workers United)
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, Philadelphia Joint Board Welfare Fund is a benefit plan reported by Philadelphia Joint Board Workers United under EIN 23-0341240 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,368 participants and $2,655,853 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.6MPlan net assets, end of year$2,640,682
Participants2.4KCovered participants reported2,368
Assets / participant$1.1KComputed: assets ÷ participants$1,122 (computed)
Provider compensation$120.6K5 Schedule C provider row(s)$120,637
- Plan sponsor
- Philadelphia Joint Board Workers United
- EIN
- 23-0341240
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,368 | H, C | 20240724112518NAL0012891937001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.7M total assets
Net assets$2.6MLiabilities$15.2K
Full reported line items
Net assets
- Total assets (EOY)
- $2,655,853
- Total liabilities (EOY)
- $15,171
- Net assets (EOY)
- $2,640,682
- Net assets (BOY)
- $2,242,448
Income & contributions
- Employer contributions
- $40,657
- Total contributions
- $40,657
- Total income / additions
- $528,041
Expenses & distributions
- Benefits paid
- $36,934
- Administrative expenses
- $92,873
- Total expenses
- $129,807
- Net increase / (decrease)
- $398,234
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets5%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Phila Joint Board Workers United | RELATED PARTY | $38,376 | not reported in the loaded dataset | 2023 |
| Meranze, Katz & Gaudioso Pc | NONE | $36,990 | not reported in the loaded dataset | 2023 |
| Pershing Advisor Solutions LLC | NONE | $22,511 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $13,505 | not reported in the loaded dataset | 2023 |
| Local 274 Health And Welfare Fund | RELATED PARTY | $9,255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Philadelphia Joint Board Workers United
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Phila Joint Board Workers United — Schedule C compensation
- Meranze, Katz & Gaudioso Pc — Schedule C compensation
- Pershing Advisor Solutions LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Local 274 Health And Welfare Fund — Schedule C compensation