2023 Form 5500 filing — Local 837 401k 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 20241011093254NAL0010773075001) for Local 837 401k Plan, reported by Local 837 Pension Fund Board Of Trustees under EIN 23-6527213 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093254NAL0010773075001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 837 Pension Fund Board Of Trustees
- EIN
- 23-6527213
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,631,512
- Total liabilities (EOY)
- $113,957
- Net assets (EOY)
- $1,517,555
- Employer contributions
- $2,898
- Participant contributions
- $10,478
- Total income / additions
- $196,565
- Benefits paid
- $292,279
- Administrative expenses
- $67,677
- Total expenses
- $359,956
- Net increase / (decrease)
- -$163,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teamsters Local 837 Welfare | AFFILIATED ADMINISTRATION | $52,595 | not reported in the loaded dataset |
| Beacon Administrators | NONE | $8,758 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | ACCOUNTANT | $6,188 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $800 | $0 |