Local 580 Annuity Fund — Form 5500 plan (Board Of Trustees Local 580 Annuity Fund)
Plain-English plan 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, Local 580 Annuity Fund is a benefit plan reported by Board Of Trustees Local 580 Annuity Fund under EIN 13-6178512 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,222 participants and $703,312,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 580 Annuity Fund
- EIN
- 13-6178512
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,222
- End-of-year plan assets
- $703,312,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,222 | H, C | 20250807101847NAL0002129475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $703,312,891
- Total liabilities (EOY)
- $17,193,934
- Net assets (EOY)
- $686,118,957
- Net assets (BOY)
- $694,645,588
Income & contributions
- Employer contributions
- $36,517,969
- Total contributions
- $36,517,969
- Total income / additions
- $60,971,812
Expenses & distributions
- Benefits paid
- $65,322,583
- Administrative expenses
- $2,282,148
- Total expenses
- $69,498,443
- Net increase / (decrease)
- -$8,526,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Standish Mellon Asset Management | NONE | $349,614 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management LLC | NONE | $331,298 | not reported in the loaded dataset | 2023 |
| Lord Abbet & Co LLC | NONE | $146,983 | $0 | 2023 |
| Amalgamated Bank | NONE | $98,626 | $0 | 2023 |
| Joint Multi Service Associates Ltd | NONE | $92,191 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors LLC | NONE | $79,301 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $65,062 | not reported in the loaded dataset | 2023 |
| Colleran O'Hara & Mills Llp | NONE | $63,055 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $58,662 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $56,350 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $53,281 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $45,824 | not reported in the loaded dataset | 2023 |
| Steven N Davi Pc | NONE | $30,795 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $28,563 | not reported in the loaded dataset | 2023 |
| Sean M Boyle Consulting Inc | NONE | $6,341 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 580 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Standish Mellon Asset Management — Schedule C compensation
- Ziegler Capital Management LLC — Schedule C compensation
- Lord Abbet & Co LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Joint Multi Service Associates Ltd — Schedule C compensation
- Manning & Napier Advisors LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Colleran O'Hara & Mills Llp — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Steven N Davi Pc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Sean M Boyle Consulting Inc — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation