Plan Snapshot
- Plan Sponsor: Local 837 Pension Plan Board Of Trustees
- Sponsor EIN: 236527213
- Sponsor Address: 12275 TOWNSEND ROAD, PHILADELPHIA, PA, 19154
- Plan Type: DB
- Total Participants: 84
- Total Assets: $20.5M
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 | 84 | $20.5M | $609,543 | $0 |
| 2023 | 87 | $20.9M | $1.1M | $0 |
| 2022 | 91 | $20.4M | $745,177 | $0 |
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 |
|---|---|---|---|---|
| FISCHER DORWART, P.C. | Auditor | $15,005 | — | $15,005 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,005
- Estimated Expense Ratio: 0.073% 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 | $509,925 | $150,687 | $17,390 | $15,005 | — |
| 2023 | $525,450 | $154,527 | $30,660 | $18,868 | — |
| 2022 | $442,121 | $178,061 | $7,305 | — | $85,210 |