2023 Form 5500 filing — Local 580 Annuity 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 20241011110834NAL0043435218001) for Local 580 Annuity Fund, reported by Board Of Trustees Local 580 Annuity Fund under EIN 13-6178512 and plan number 002. It reports 3,222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110834NAL0043435218001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 580 Annuity Fund
- EIN
- 13-6178512
- Plan number
- 002
- Location
- New York, NY
- Participants
- 3,222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $703,312,891
- Total liabilities (EOY)
- $17,193,934
- Net assets (EOY)
- $686,118,957
- Employer contributions
- $36,517,969
- Total income / additions
- $60,971,812
- Benefits paid
- $65,322,583
- Administrative expenses
- $2,282,148
- Total expenses
- $69,498,443
- Net increase / (decrease)
- -$8,526,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standish Mellon Asset Management | NONE | $349,614 | not reported in the loaded dataset |
| Ziegler Capital Management LLC | NONE | $331,298 | not reported in the loaded dataset |
| Lord Abbet & Co LLC | NONE | $146,983 | $0 |
| Amalgamated Bank | NONE | $98,626 | $0 |
| Joint Multi Service Associates Ltd | NONE | $92,191 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $79,301 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $65,062 | not reported in the loaded dataset |
| Colleran O'Hara & Mills Llp | NONE | $63,055 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $58,662 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $56,350 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $53,281 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $45,824 | not reported in the loaded dataset |
| Steven N Davi Pc | NONE | $30,795 | not reported in the loaded dataset |
| The Segal Company | NONE | $28,563 | not reported in the loaded dataset |
| Sean M Boyle Consulting Inc | NONE | $6,341 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $0 | $0 |