2023 Form 5500 filing — Local 580 Insurance Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011085521NAL0021552369001) for Local 580 Insurance Fund, reported by Board Of Trustees Local 580 Insurance Fund under EIN 13-6178513 and plan number 501. It reports 2,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085521NAL0021552369001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 580 Insurance Fund
- EIN
- 13-6178513
- Plan number
- 501
- Location
- New York, NY
- Participants
- 2,413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $328,018,788
- Total liabilities (EOY)
- $19,338,738
- Net assets (EOY)
- $308,680,050
- Employer contributions
- $39,153,061
- Participant contributions
- $412,142
- Total income / additions
- $61,763,372
- Benefits paid
- $52,363,376
- Administrative expenses
- $2,000,045
- Total expenses
- $54,363,421
- Net increase / (decrease)
- $7,399,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Bluecross Blueshield | NONE | $1,409,353 | $3,171,177 |
| Richard Falasca | NONE | $198,846 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $194,686 | not reported in the loaded dataset |
| Brendan Tormey | NONE | $183,607 | not reported in the loaded dataset |
| Ryan Herbert | NONE | $180,885 | not reported in the loaded dataset |
| John Cumberland | NONE | $160,891 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $130,206 | not reported in the loaded dataset |
| Thomas Lecompte | NONE | $127,628 | not reported in the loaded dataset |
| Rejus Skeiris | NONE | $118,225 | not reported in the loaded dataset |
| Lord Abbett & Co LLC | NONE | $114,365 | not reported in the loaded dataset |
| Joint Multi Service Associates Ltd | NONE | $107,824 | not reported in the loaded dataset |
| Diana Contreras | NONE | $85,632 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $84,114 | not reported in the loaded dataset |
| Steven N Davi Pllc | NONE | $82,106 | not reported in the loaded dataset |
| Colleran O'Hara And Mills Llp | ATTORNEY | $81,072 | not reported in the loaded dataset |
| Vanya West | NONE | $79,720 | not reported in the loaded dataset |
| Ziegler Capital Management LLC | NONE | $79,677 | not reported in the loaded dataset |
| Evelyn Rodriguez | NONE | $79,316 | not reported in the loaded dataset |
| Barbara Armstrong | NONE | $74,092 | not reported in the loaded dataset |
| Guardian Life Insurance Co | NONE | $73,087 | not reported in the loaded dataset |
| Rookmini Prasad | NONE | $70,810 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $70,000 | not reported in the loaded dataset |
| Ciara Shea | NONE | $67,261 | not reported in the loaded dataset |
| George Spinello | NONE | $63,409 | not reported in the loaded dataset |
| Cintra Cameron | NONE | $61,879 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $60,686 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $60,356 | $0 |
| Kemeicha Harrison | NONE | $59,849 | not reported in the loaded dataset |
| Pilar Contreras | NONE | $58,230 | not reported in the loaded dataset |
| Edward Zebrowski | NONE | $50,313 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $41,197 | $0 |
| Michelle Schultz | NONE | $32,389 | not reported in the loaded dataset |
| Health Benefit Resources | NONE | $24,720 | not reported in the loaded dataset |
| Accretive Global Insurance Services | NONE | $14,436 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $10,816 | not reported in the loaded dataset |
| Sean M Boyle Consulting Inc | NONE | $7,417 | not reported in the loaded dataset |