Local 837 401k Plan — Form 5500 plan (Local 837 Pension Fund 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 401k Plan is a benefit plan reported by Local 837 Pension Fund Board Of Trustees under EIN 23-6527213 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $1,631,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 837 Pension Fund Board Of Trustees
- EIN
- 23-6527213
- Plan number
- 002
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $1,631,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241011093254NAL0010773075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,631,512
- Total liabilities (EOY)
- $113,957
- Net assets (EOY)
- $1,517,555
- Net assets (BOY)
- $1,680,946
Income & contributions
- Employer contributions
- $2,898
- Participant contributions
- $10,478
- Total contributions
- $13,376
- Total income / additions
- $196,565
Expenses & distributions
- Benefits paid
- $292,279
- Administrative expenses
- $67,677
- Total expenses
- $359,956
- Net increase / (decrease)
- -$163,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teamsters Local 837 Welfare | AFFILIATED ADMINISTRATION | $52,595 | not reported in the loaded dataset | 2023 |
| Beacon Administrators | NONE | $8,758 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | ACCOUNTANT | $6,188 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $800 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 837 Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Teamsters Local 837 Welfare — Schedule C compensation
- Beacon Administrators — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation