Local 580 Educational Fund — Form 5500 plan (Board Of Trustees Local 580 Educational 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 Educational Fund is a benefit plan reported by Board Of Trustees Local 580 Educational Fund under EIN 23-7040036 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,998 participants and $37,893,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 580 Educational Fund
- EIN
- 23-7040036
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,998
- End-of-year plan assets
- $37,893,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,998 | H, C | 20241011081117NAL0012281971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,893,880
- Total liabilities (EOY)
- $898,124
- Net assets (EOY)
- $36,995,756
- Net assets (BOY)
- $36,368,951
Income & contributions
- Employer contributions
- $2,774,155
- Total contributions
- $2,774,155
- Total income / additions
- $4,581,582
Expenses & distributions
- Benefits paid
- $2,966,159
- Administrative expenses
- $988,618
- Total expenses
- $3,954,777
- Net increase / (decrease)
- $626,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Noel Quinones | NONE | $183,743 | not reported in the loaded dataset | 2023 |
| Joseph Rooney | NONE | $170,486 | not reported in the loaded dataset | 2023 |
| Adrian Padro | NONE | $140,024 | not reported in the loaded dataset | 2023 |
| Colleran O'Hara & Mills Llp | NONE | $65,687 | not reported in the loaded dataset | 2023 |
| Scott Bavolar | NONE | $50,079 | not reported in the loaded dataset | 2023 |
| Atiba Vialva | NONE | $48,939 | not reported in the loaded dataset | 2023 |
| Joseph Mahoney | NONE | $45,920 | not reported in the loaded dataset | 2023 |
| David Toegel | NONE | $45,527 | not reported in the loaded dataset | 2023 |
| Eugene Matthews | NONE | $44,616 | not reported in the loaded dataset | 2023 |
| Joseph Falasca | NONE | $39,935 | not reported in the loaded dataset | 2023 |
| Peter Marcyan | NONE | $37,549 | not reported in the loaded dataset | 2023 |
| Daniel Mccloskey | NONE | $37,099 | not reported in the loaded dataset | 2023 |
| Nicole Moore | NONE | $36,781 | not reported in the loaded dataset | 2023 |
| James Bleck | NONE | $36,701 | not reported in the loaded dataset | 2023 |
| Desmond Pierre | NONE | $34,368 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Steven N Davi Pc | NONE | $28,450 | not reported in the loaded dataset | 2023 |
| Thomas Massey | NONE | $25,099 | not reported in the loaded dataset | 2023 |
| Weaver Barksdale & Associates, Inc | NONE | $22,936 | not reported in the loaded dataset | 2023 |
| Joint Multi Service Associates Ltd | NONE | $21,617 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $9,309 | not reported in the loaded dataset | 2023 |
| Aristole Capital Management | NONE | $8,967 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Dolan Mceniry Capital Management | NONE | $5,236 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 580 Educational Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Noel Quinones — Schedule C compensation
- Joseph Rooney — Schedule C compensation
- Adrian Padro — Schedule C compensation
- Colleran O'Hara & Mills Llp — Schedule C compensation
- Scott Bavolar — Schedule C compensation
- Atiba Vialva — Schedule C compensation
- Joseph Mahoney — Schedule C compensation
- David Toegel — Schedule C compensation
- Eugene Matthews — Schedule C compensation
- Joseph Falasca — Schedule C compensation
- Peter Marcyan — Schedule C compensation
- Daniel Mccloskey — Schedule C compensation
- Nicole Moore — Schedule C compensation
- James Bleck — Schedule C compensation
- Desmond Pierre — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Steven N Davi Pc — Schedule C compensation
- Thomas Massey — Schedule C compensation
- Weaver Barksdale & Associates, Inc — Schedule C compensation
- Joint Multi Service Associates Ltd — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Aristole Capital Management — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Dolan Mceniry Capital Management — Schedule C compensation