Original filing (PDF)20251014095033NAL0005302098001

LOCAL 837 PENSION FUND BOARD OF TRUSTEES

Name: LOCAL 837 PENSION FUND BOARD OF TRUSTEES — LOCAL 837 401K PLAN, Form 5500 (2024)
Creator: LOCAL 837 PENSION FUND BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

LOCAL 837 401K PLAN

401(k) retirement plan

Signals · 2

Late participant contributions~87 bps in Sched C fees

Active participants

Accounts w/ balance

214

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 78K (196% of contributions).
Total administrative cost in the bottom quartile of peers (15th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCAL 837 PENSION FUND BOARD OF TRUSTEES.

Plan sponsor

Name

LOCAL 837 PENSION FUND BOARD OF TRUSTEES

EIN

23-6527213all filings

Address

12275 TOWNSEND ROAD · PHILADELPHIA, PA · 19154

Phone

(215) 673-7337

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

FISCHER DORWART, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO.	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$500	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
FISCHER DORWART, P.C.	23-2247478	—	ACCOUNTANT	$5K	—

Investments

2 pooled funds· $1.3M(82% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	$944K	61.4%
SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	$322K	21.0%