Local 837 Health And Welfare Plan — Form 5500 plan (Local 837 Health And Welfare Plan Board Of Trustees)
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, Local 837 Health And Welfare Plan is a benefit plan reported by Local 837 Health And Welfare Plan Board Of Trustees under EIN 23-1685740 and plan number 501. The latest loaded filing year is 2023. The filing reports 191 participants and $8,658,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 837 Health And Welfare Plan Board Of Trustees
- EIN
- 23-1685740
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $8,658,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241010143258NAL0011611555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,658,525
- Total liabilities (EOY)
- $377,002
- Net assets (EOY)
- $8,281,523
- Net assets (BOY)
- $8,294,966
Income & contributions
- Employer contributions
- $673,395
- Participant contributions
- $41,496
- Total contributions
- $714,891
- Total income / additions
- $1,552,412
Expenses & distributions
- Benefits paid
- $643,604
- Administrative expenses
- $922,251
- Total expenses
- $1,565,855
- Net increase / (decrease)
- -$13,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John C. Dulczak | EMPLOYEE | $272,776 | not reported in the loaded dataset | 2023 |
| Optum Rx, Inc. | NONE | $120,304 | $0 | 2023 |
| Deborah Pietkowski | NONE | $69,179 | not reported in the loaded dataset | 2023 |
| Pamela Palmer | EMPLOYEE | $62,592 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $50,719 | not reported in the loaded dataset | 2023 |
| Richard Mcneil | EMPLOYEE | $44,022 | not reported in the loaded dataset | 2023 |
| Horizon Healthcare Services | NONE | $34,636 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $30,274 | not reported in the loaded dataset | 2023 |
| Beacon Administrators | NONE | $30,090 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, Pc | NONE | $27,437 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $0 | $15,296 | 2023 |
| Old Glory Asset Management | NONE | $12,667 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $5,323 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 837 Health And Welfare Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- John C. Dulczak — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- Deborah Pietkowski — Schedule C compensation
- Pamela Palmer — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Richard Mcneil — Schedule C compensation
- Horizon Healthcare Services — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Beacon Administrators — Schedule C compensation
- Fischer Dorwart, Pc — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Old Glory Asset Management — Schedule C compensation
- Markowitz & Richman — Schedule C compensation