Local 837 Pension Plan — Form 5500 plan (Local 837 Pension 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 Pension Plan is a benefit plan reported by Local 837 Pension Plan Board Of Trustees under EIN 23-6527213 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,387 participants and $20,875,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 837 Pension Plan Board Of Trustees
- EIN
- 23-6527213
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,387
- End-of-year plan assets
- $20,875,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,387 | H, C | 20241010143244NAL0036136784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,875,742
- Total liabilities (EOY)
- $77,736
- Net assets (EOY)
- $20,798,006
- Net assets (BOY)
- $20,262,266
Income & contributions
- Employer contributions
- $1,087,314
- Total contributions
- $1,087,314
- Total income / additions
- $4,180,027
Expenses & distributions
- Benefits paid
- $3,118,837
- Administrative expenses
- $525,450
- Total expenses
- $3,644,287
- Net increase / (decrease)
- $535,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron, Inc. | NONE | $93,720 | not reported in the loaded dataset | 2023 |
| Old Glory Asset Management | NONE | $65,110 | not reported in the loaded dataset | 2023 |
| John Dulczak | EMPLOYEE | $48,868 | not reported in the loaded dataset | 2023 |
| Td Wealth Management | NONE | $48,709 | $0 | 2023 |
| Morgan Stanley Smith Barney | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Beacon Administrators & Consultants | NONE | $30,660 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $18,868 | not reported in the loaded dataset | 2023 |
| The Philadelphia Trust Co. | NONE | $14,823 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital | NONE | $10,191 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 837 Pension Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Cheiron, Inc. — Schedule C compensation
- Old Glory Asset Management — Schedule C compensation
- John Dulczak — Schedule C compensation
- Td Wealth Management — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Beacon Administrators & Consultants — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- The Philadelphia Trust Co. — Schedule C compensation
- Atalanta Sosnoff Capital — Schedule C compensation