Plan5500

Local 837 401k Plan — Form 5500 plan (Local 837 Pension Fund 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 401k Plan is a benefit plan reported by Local 837 Pension Fund Board Of Trustees under EIN 23-6527213 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $1,631,512 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,517,555
Participants239Covered participants reported
Assets / participant$6.8KComputed: assets ÷ participants$6,826 (computed)
Provider compensation$68.3K4 Schedule C provider row(s)$68,341
Plan sponsor
Local 837 Pension Fund Board Of Trustees
EIN
23-6527213
Plan number
002
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.

  1. 2023
    239 participants · 1Sch HSch C
    View 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)$1.6M total assets
Net assets$1.5MLiabilities$114K
Money in vs. money out
Total income / additions$196.6K
Total expenses$360K
Benefits paid / distributions$292.3K
Contributions
Employer$2.9K
Participant$10.5K
Full reported line items

Net assets

Total assets (EOY)
$1,631,512
Total liabilities (EOY)
$113,957
Net assets (EOY)
$1,517,555
Net assets (BOY)
$1,680,946

Income & contributions

Employer contributions
$2,898
Participant contributions
$10,478
Total contributions
$13,376
Total income / additions
$196,565

Expenses & distributions

Benefits paid
$292,279
Administrative expenses
$67,677
Total expenses
$359,956
Net increase / (decrease)
-$163,391
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.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income149%Computed ratio
Provider comp. ÷ net assets5%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Teamsters Local 837 Welfare$52.6K
    AFFILIATED ADMINISTRATION · Direct $52.6K
  2. 2
    Beacon Administrators$8.8K
    NONE · Direct $8.8K
  3. 3
    Fischer Dorwart, P.C.$6.2K
    ACCOUNTANT · Direct $6.2K
  4. 4
    Empower Annuity Insurance Co.$800
    RECORDKEEPER · Direct $800 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Local 837 401k Plan?
Local 837 401k Plan is reported as sponsored by Local 837 Pension Fund Board Of Trustees (EIN 23-6527213, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Local 837 401k Plan?
The latest Form 5500 filing year loaded for Local 837 401k Plan is 2023.
How many participants does Local 837 401k Plan report?
Local 837 401k Plan reports 239 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Local 837 401k Plan?
Local 837 401k Plan reports $1,631,512 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