OpenERISA

First Trust Portfolios L.P.

Wheaton, IL, 60187

EIN 36-3768815
Plans
2
Total participants
9,162
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001First Trust Portfolios L.P. 401(K) Plan1,090
2024Form 5500507First Trust Portfolios L.P. Health And Welfare Benefits Plan959
2023Form 5500001First Trust Portfolios L.P. 401(K) Plan1,058
2023Form 5500507First Trust Portfolios, L. P. Health And Welfare Benefits Plan902
2022Form 5500001First Trust Portfolios L.P. 401(K) Plan982
2022Form 5500507First Trust Portfolios, L. P. Health And Welfare Benefits Plan852
2021Form 5500001First Trust Portfolios L.P. 401(K) Plan945
2021Form 5500507First Trust Portfolios, L. P. Health And Welfare Benefits Plan763
2020Form 5500001First Trust Portfolios L.P. 401(K) Plan901
2020Form 5500507First Trust Portfolios, L. P. Health And Welfare Benefits Plan710

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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