First Trust Portfolios, L. P. Health And Welfare Benefits Plan — Form 5500 plan (First Trust Portfolios L. P.)
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, First Trust Portfolios, L. P. Health And Welfare Benefits Plan is a benefit plan reported by First Trust Portfolios L. P. under EIN 36-3768815 and plan number 507. The latest loaded filing year is 2023. The filing reports 859 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Trust Portfolios L. P.
- EIN
- 36-3768815
- Plan number
- 507
- Plan type
- 2
- Location
- Wheaton, IL
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023No schedulesView filing →
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.