2023 Form 5500 filing — Local 837 Health And Welfare 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 20241010143258NAL0011611555001) for Local 837 Health And Welfare Plan, reported by Local 837 Health And Welfare Plan Board Of Trustees under EIN 23-1685740 and plan number 501. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143258NAL0011611555001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 837 Health And Welfare Plan Board Of Trustees
- EIN
- 23-1685740
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,658,525
- Total liabilities (EOY)
- $377,002
- Net assets (EOY)
- $8,281,523
- Employer contributions
- $673,395
- Participant contributions
- $41,496
- Total income / additions
- $1,552,412
- Benefits paid
- $643,604
- Administrative expenses
- $922,251
- Total expenses
- $1,565,855
- Net increase / (decrease)
- -$13,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John C. Dulczak | EMPLOYEE | $272,776 | not reported in the loaded dataset |
| Optum Rx, Inc. | NONE | $120,304 | $0 |
| Deborah Pietkowski | NONE | $69,179 | not reported in the loaded dataset |
| Pamela Palmer | EMPLOYEE | $62,592 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $50,719 | not reported in the loaded dataset |
| Richard Mcneil | EMPLOYEE | $44,022 | not reported in the loaded dataset |
| Horizon Healthcare Services | NONE | $34,636 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $30,274 | not reported in the loaded dataset |
| Beacon Administrators | NONE | $30,090 | not reported in the loaded dataset |
| Fischer Dorwart, Pc | NONE | $27,437 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $0 | $15,296 |
| Old Glory Asset Management | NONE | $12,667 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $5,323 | not reported in the loaded dataset |