Local 837 Pension Fund Board Of Trustees — 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, Local 837 Pension Fund Board Of Trustees (EIN 23-6527213) is a plan sponsor located in Philadelphia, PA 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
23-6527213
Location
Philadelphia, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,507,254
Total reported liabilities (EOY)
$191,693
Total reported net assets (EOY)
$22,315,561

Contributions & income

Employer contributions
$1,090,212
Participant contributions
$10,478
Total income / additions
$4,376,592

Expenses & distributions

Benefits paid / distributions
$3,411,116
Total expenses
$4,004,243
Net increase / (decrease)
$372,349

Coverage

Total reported participants
1,626
Plans with financial statements
2
Plans with provider compensation
2

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

Local 837 Pension Fund Board Of Trustees plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Local 837 Pension Plan0011,387$20,875,7422023
Local 837 401k Plan002239$1,631,5122023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Local 837 Pension Fund Board Of Trustees
YearPlanParticipantsSchedulesFiling
2023Local 837 Pension Plan1,387H, C20241010143244NAL0036136784001
2023Local 837 401k Plan239H, C20241011093254NAL0010773075001

Related Form 5500 pages