2023 Form 5500 filing — Local 580 Vacation 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 20241011140057NAL0037135504001) for Local 580 Vacation Fund, reported by Board Of Trustees Local 580 Vacation Fund under EIN 13-2874176 and plan number 501. It reports 2,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140057NAL0037135504001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 580 Vacation Fund
- EIN
- 13-2874176
- Plan number
- 501
- Location
- New York, NY
- Participants
- 2,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,961,967
- Total liabilities (EOY)
- $1,339,918
- Net assets (EOY)
- $25,622,049
- Participant contributions
- $32,120,978
- Total income / additions
- $33,005,713
- Benefits paid
- $33,371,406
- Administrative expenses
- $350,851
- Total expenses
- $33,722,257
- Net increase / (decrease)
- -$716,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joint Multi Services Associates Ltd | NONE | $31,266 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $25,000 | not reported in the loaded dataset |
| Colleran O'Hara & Mills | NONE | $22,722 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $22,180 | not reported in the loaded dataset |
| Steven N Davi, Pc | NONE | $11,266 | not reported in the loaded dataset |