Local 837 Health And Welfare Plan — Form 5500 plan (Local 837 Health And Welfare Plan Board Of Trustees)
Plain-English plan 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 Health And Welfare Plan is a benefit plan reported by Local 837 Health And Welfare Plan Board Of Trustees under EIN 23-1685740 and plan number 501. The latest loaded filing year is 2023. The filing reports 191 participants and $8,658,525 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,281,523
Participants191Covered participants reported
Assets / participant$45.3KComputed: assets ÷ participants$45,333 (computed)
Provider compensation$775.3K13 Schedule C provider row(s)$775,315
- Plan sponsor
- Local 837 Health And Welfare Plan Board Of Trustees
- EIN
- 23-1685740
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
How to read this plan profile
- Net assets = total assets minus total liabilities, end of year (Schedule H/I).
- Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
- Schedule chips (Sch H / I / C) show which schedules each filing includes.
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.7M total assets
Net assets$8.3MLiabilities$377K
Full reported line items
Net assets
- Total assets (EOY)
- $8,658,525
- Total liabilities (EOY)
- $377,002
- Net assets (EOY)
- $8,281,523
- Net assets (BOY)
- $8,294,966
Income & contributions
- Employer contributions
- $673,395
- Participant contributions
- $41,496
- Total contributions
- $714,891
- Total income / additions
- $1,552,412
Expenses & distributions
- Benefits paid
- $643,604
- Administrative expenses
- $922,251
- Total expenses
- $1,565,855
- Net increase / (decrease)
- -$13,443
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
94%
Employer 94%Participant 6%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets9%Computed ratio
Schedule C
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
Frequently asked questions
- Who sponsors the Local 837 Health And Welfare Plan?
- Local 837 Health And Welfare Plan is reported as sponsored by Local 837 Health And Welfare Plan Board Of Trustees (EIN 23-1685740, plan number 501) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for Local 837 Health And Welfare Plan?
- The latest Form 5500 filing year loaded for Local 837 Health And Welfare Plan is 2023.
- How many participants does Local 837 Health And Welfare Plan report?
- Local 837 Health And Welfare Plan reports 191 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for Local 837 Health And Welfare Plan?
- Local 837 Health And Welfare Plan reports $8,658,525 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.
Related Form 5500 pages
- All Form 5500 plans for Local 837 Health And Welfare Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- John C. Dulczak — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- Deborah Pietkowski — Schedule C compensation
- Pamela Palmer — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Richard Mcneil — Schedule C compensation
- Horizon Healthcare Services — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Beacon Administrators — Schedule C compensation
- Fischer Dorwart, Pc — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Old Glory Asset Management — Schedule C compensation
- Markowitz & Richman — Schedule C compensation