# Local 837 Health And Welfare Plan Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/local-837-health-and-welfare-plan-board-of-trustees-231685740-501

> Local 837 Health And Welfare Plan Board Of Trustees's Health & Welfare plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 837 Health And Welfare Plan Board Of Trustees

- **Sponsor EIN:** 231685740

- **Sponsor Address:** 12275 TOWNSEND ROAD, PHILADELPHIA, PA, 19154

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 55

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|55|$9.1M|$1.4M|$39,208|

| 2023|115|$8.7M|$673,395|$41,496|

| 2022|191|$8.7M|$364,499|$54,962|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JOHN C. DULCZAK|Recordkeeper|$211,946|—|$211,946|

| DEBORAH PIETKOWSKI|Recordkeeper|$69,179|—|$69,179|

| PAMELA PALMER|Recordkeeper|$64,082|—|$64,082|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$54,544|—|$54,544|

| HORIZON HEALTHCARE SERVICES|Other Service Provider|$50,864|—|$50,864|

| RICHARD MCNEIL|Recordkeeper|$44,022|—|$44,022|

| WELLS FARGO ADVISORS|Other Service Provider|$33,765|—|$33,765|

| FISCHER DORWART, PC|Other Service Provider|$26,505|—|$26,505|

| BEACON ADMINISTRATORS|Other Service Provider|$25,892|—|$25,892|

| OLD GLORY ASSET MANAGEMENT|Other Service Provider|$12,561|—|$12,561|

| LABOR FIRST, LLC|Other Service Provider|—|$12,195|$12,195|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN C. DULCZAK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DEBORAH PIETKOWSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PAMELA PALMER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RICHARD MCNEIL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $605,555

- **Estimated Expense Ratio:** 6.672% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$826,383|$46,326|$25,892|$16,505|—|

| 2023|$922,251|$45,056|$41,215|$17,438|—|

| 2022|$874,440|$22,416|$37,326|—|$21,577|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-837-health-and-welfare-plan-board-of-trustees-231685740-501)

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