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Original filing (PDF)20251014095014NAL0005342002001
LOCAL 837 HEALTH AND WELFARE PLAN BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
LOCAL 837 HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
~654 bps in Sched C fees11 service providers
Active participants
55
Accounts w/ balance
—
Plan assets (EOY)
$9.1M
Net assets (EOY)
$8.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 654 bps in Schedule C fees — 1157% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 837 HEALTH AND WELFARE PLAN BOARD OF TRUSTEES.
Plan sponsor
Name
LOCAL 837 HEALTH AND WELFARE PLAN BOARD OF TRUSTEES
EIN
23-1685740
Address
12275 TOWNSEND ROAD · PHILADELPHIA, PA · 19154
Phone
(215) 673-7337
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN C. DULCZAK | 23-1685740 | — | EMPLOYEE | $212K | — |
| DEBORAH PIETKOWSKI | 23-1685740 | — | NONE | $69K | — |
| PAMELA PALMER | 23-1685740 | — | EMPLOYEE | $64K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $55K | — |
| HORIZON HEALTHCARE SERVICES | 22-0999690 | — | NONE | $51K | — |
| RICHARD MCNEIL | 23-1685740 | — | EMPLOYEE | $44K | — |
| WELLS FARGO ADVISORS | — | PHILADELPHIA, PA | NONE | $34K | — |
| FISCHER DORWART, PC | 23-2247478 | — | NONE | $27K | — |
| BEACON ADMINISTRATORS | — | MOUNT LAUREL, NJ | NONE | $26K | — |
| OLD GLORY ASSET MANAGEMENT | 90-0065134 | — | NONE | $13K | — |
| LABOR FIRST, LLC | — | MOUNT LAUREL, NJ | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.