Local 580 Pension Fund — Form 5500 plan (Board Of Trustees Local 580 Pension 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 Pension Fund is a benefit plan reported by Board Of Trustees Local 580 Pension Fund under EIN 13-6178514 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,345 participants and $859,474,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 580 Pension Fund
- EIN
- 13-6178514
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,345
- End-of-year plan assets
- $859,474,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,345 | H, C | 20241010162935NAL0011732659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $859,474,022
- Total liabilities (EOY)
- $23,780,894
- Net assets (EOY)
- $835,693,128
- Net assets (BOY)
- $747,083,472
Income & contributions
- Employer contributions
- $34,223,868
- Total contributions
- $34,223,868
- Total income / additions
- $124,123,668
Expenses & distributions
- Benefits paid
- $31,937,288
- Administrative expenses
- $3,576,724
- Total expenses
- $35,514,012
- Net increase / (decrease)
- $88,609,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lazard Asset Management LLC | NONE | $374,728 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $354,229 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisor LLC | NONE | $264,856 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $165,181 | $0 | 2023 |
| Lord Abbett & Co LLC | NONE | $156,841 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Mgmt, Inc | NONE | $139,514 | not reported in the loaded dataset | 2023 |
| Joint Multi Service Associates Ltd | NONE | $112,798 | not reported in the loaded dataset | 2023 |
| Colleran O'Hara & Mills | NONE | $91,066 | not reported in the loaded dataset | 2023 |
| Weaver C Barksdle & Assoc., Inc | NONE | $83,296 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $83,211 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $80,967 | not reported in the loaded dataset | 2023 |
| Amalgmated Bank | NONE | $80,764 | $0 | 2023 |
| Schultheis & Panettieri, Llp | NONE | $76,750 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $65,129 | not reported in the loaded dataset | 2023 |
| Steven N Davi Pllc | NONE | $49,656 | not reported in the loaded dataset | 2023 |
| Sean M Boyle Consulting Inc | NONE | $7,759 | 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 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Lazard Asset Management LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Manning & Napier Advisor LLC — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Lord Abbett & Co LLC — Schedule C compensation
- Jp Morgan Investment Mgmt, Inc — Schedule C compensation
- Joint Multi Service Associates Ltd — Schedule C compensation
- Colleran O'Hara & Mills — Schedule C compensation
- Weaver C Barksdle & Assoc., Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Amalgmated Bank — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Steven N Davi Pllc — Schedule C compensation
- Sean M Boyle Consulting Inc — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation