2023 Form 5500 filing — Local 837 Pension 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 20241010143244NAL0036136784001) for Local 837 Pension Plan, reported by Local 837 Pension Plan Board Of Trustees under EIN 23-6527213 and plan number 001. It reports 1,387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143244NAL0036136784001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 837 Pension Plan Board Of Trustees
- EIN
- 23-6527213
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,875,742
- Total liabilities (EOY)
- $77,736
- Net assets (EOY)
- $20,798,006
- Employer contributions
- $1,087,314
- Total income / additions
- $4,180,027
- Benefits paid
- $3,118,837
- Administrative expenses
- $525,450
- Total expenses
- $3,644,287
- Net increase / (decrease)
- $535,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron, Inc. | NONE | $93,720 | not reported in the loaded dataset |
| Old Glory Asset Management | NONE | $65,110 | not reported in the loaded dataset |
| John Dulczak | EMPLOYEE | $48,868 | not reported in the loaded dataset |
| Td Wealth Management | NONE | $48,709 | $0 |
| Morgan Stanley Smith Barney | NONE | $40,000 | not reported in the loaded dataset |
| Beacon Administrators & Consultants | NONE | $30,660 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $18,868 | not reported in the loaded dataset |
| The Philadelphia Trust Co. | NONE | $14,823 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital | NONE | $10,191 | not reported in the loaded dataset |