Local 584 Pension Trust Fund — Form 5500 plan (Board Of Trustees Of Local 584 Pension Trust 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 584 Pension Trust Fund is a benefit plan reported by Board Of Trustees Of Local 584 Pension Trust Fund under EIN 51-6123679 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,972 participants and $210,098,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 584 Pension Trust Fund
- EIN
- 51-6123679
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,972
- End-of-year plan assets
- $210,098,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,972 | H, C | 20241125154700NAL0004772689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,098,241
- Total liabilities (EOY)
- $130,414
- Net assets (EOY)
- $209,967,827
- Net assets (BOY)
- $210,659,626
Income & contributions
- Employer contributions
- $2,886,787
- Total contributions
- $2,886,787
- Total income / additions
- $14,605,848
Expenses & distributions
- Benefits paid
- $14,048,202
- Administrative expenses
- $1,249,445
- Total expenses
- $15,297,647
- Net increase / (decrease)
- -$691,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles & Company | NONE | $286,252 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | LEGAL COUNSEL | $221,272 | not reported in the loaded dataset | 2023 |
| Savasta And Company, Inc. | NONE | $175,000 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $86,380 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | NONE | $66,195 | $0 | 2023 |
| Segal Marco Advisors | NONE | $61,458 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $61,455 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $29,310 | 2023 |
| Naness, Chaiet, Naness, LLC | NONE | $22,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 584 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Loomis Sayles & Company — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Savasta And Company, Inc. — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Naness, Chaiet, Naness, LLC — Schedule C compensation