Local 580 Insurance Fund — Form 5500 plan (Board Of Trustees Local 580 Insurance 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 Insurance Fund is a benefit plan reported by Board Of Trustees Local 580 Insurance Fund under EIN 13-6178513 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,413 participants and $328,018,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 580 Insurance Fund
- EIN
- 13-6178513
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,413
- End-of-year plan assets
- $328,018,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,413 | H, C | 20241011085521NAL0021552369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $328,018,788
- Total liabilities (EOY)
- $19,338,738
- Net assets (EOY)
- $308,680,050
- Net assets (BOY)
- $301,280,099
Income & contributions
- Employer contributions
- $39,153,061
- Participant contributions
- $412,142
- Total contributions
- $39,565,203
- Total income / additions
- $61,763,372
Expenses & distributions
- Benefits paid
- $52,363,376
- Administrative expenses
- $2,000,045
- Total expenses
- $54,363,421
- Net increase / (decrease)
- $7,399,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Bluecross Blueshield | NONE | $1,409,353 | $3,171,177 | 2023 |
| Richard Falasca | NONE | $198,846 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $194,686 | not reported in the loaded dataset | 2023 |
| Brendan Tormey | NONE | $183,607 | not reported in the loaded dataset | 2023 |
| Ryan Herbert | NONE | $180,885 | not reported in the loaded dataset | 2023 |
| John Cumberland | NONE | $160,891 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $130,206 | not reported in the loaded dataset | 2023 |
| Thomas Lecompte | NONE | $127,628 | not reported in the loaded dataset | 2023 |
| Rejus Skeiris | NONE | $118,225 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co LLC | NONE | $114,365 | not reported in the loaded dataset | 2023 |
| Joint Multi Service Associates Ltd | NONE | $107,824 | not reported in the loaded dataset | 2023 |
| Diana Contreras | NONE | $85,632 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $84,114 | not reported in the loaded dataset | 2023 |
| Steven N Davi Pllc | NONE | $82,106 | not reported in the loaded dataset | 2023 |
| Colleran O'Hara And Mills Llp | ATTORNEY | $81,072 | not reported in the loaded dataset | 2023 |
| Vanya West | NONE | $79,720 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management LLC | NONE | $79,677 | not reported in the loaded dataset | 2023 |
| Evelyn Rodriguez | NONE | $79,316 | not reported in the loaded dataset | 2023 |
| Barbara Armstrong | NONE | $74,092 | not reported in the loaded dataset | 2023 |
| Guardian Life Insurance Co | NONE | $73,087 | not reported in the loaded dataset | 2023 |
| Rookmini Prasad | NONE | $70,810 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Ciara Shea | NONE | $67,261 | not reported in the loaded dataset | 2023 |
| George Spinello | NONE | $63,409 | not reported in the loaded dataset | 2023 |
| Cintra Cameron | NONE | $61,879 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $60,686 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors LLC | NONE | $60,356 | $0 | 2023 |
| Kemeicha Harrison | NONE | $59,849 | not reported in the loaded dataset | 2023 |
| Pilar Contreras | NONE | $58,230 | not reported in the loaded dataset | 2023 |
| Edward Zebrowski | NONE | $50,313 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $41,197 | $0 | 2023 |
| Michelle Schultz | NONE | $32,389 | not reported in the loaded dataset | 2023 |
| Health Benefit Resources | NONE | $24,720 | not reported in the loaded dataset | 2023 |
| Accretive Global Insurance Services | NONE | $14,436 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $10,816 | not reported in the loaded dataset | 2023 |
| Sean M Boyle Consulting Inc | NONE | $7,417 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 580 Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empire Bluecross Blueshield — Schedule C compensation
- Richard Falasca — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Brendan Tormey — Schedule C compensation
- Ryan Herbert — Schedule C compensation
- John Cumberland — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Thomas Lecompte — Schedule C compensation
- Rejus Skeiris — Schedule C compensation
- Lord Abbett & Co LLC — Schedule C compensation
- Joint Multi Service Associates Ltd — Schedule C compensation
- Diana Contreras — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Steven N Davi Pllc — Schedule C compensation
- Colleran O'Hara And Mills Llp — Schedule C compensation
- Vanya West — Schedule C compensation
- Ziegler Capital Management LLC — Schedule C compensation
- Evelyn Rodriguez — Schedule C compensation
- Barbara Armstrong — Schedule C compensation
- Guardian Life Insurance Co — Schedule C compensation
- Rookmini Prasad — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Ciara Shea — Schedule C compensation
- George Spinello — Schedule C compensation
- Cintra Cameron — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Manning & Napier Advisors LLC — Schedule C compensation
- Kemeicha Harrison — Schedule C compensation
- Pilar Contreras — Schedule C compensation
- Edward Zebrowski — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Michelle Schultz — Schedule C compensation
- Health Benefit Resources — Schedule C compensation
- Accretive Global Insurance Services — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Sean M Boyle Consulting Inc — Schedule C compensation