2023 Form 5500 filing — First Trust Portfolios, L. P. Health And Welfare Benefits Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240517024414NAL0036273827001) for First Trust Portfolios, L. P. Health And Welfare Benefits Plan, reported by First Trust Portfolios L. P. under EIN 36-3768815 and plan number 507. It reports 859 participants. Attached schedule details are not reported in the loaded dataset.

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants859
Provider compensationNone reported
Schedules filedNoneLoaded schedules
EFAST2 acknowledgement
20240517024414NAL0036273827001
Plan sponsor
First Trust Portfolios L. P.
EIN
36-3768815
Plan number
507
Location
Wheaton, IL
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Related Form 5500 pages