2023 Form 5500 filing — Local 580 Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010162935NAL0011732659001) for Local 580 Pension Fund, reported by Board Of Trustees Local 580 Pension Fund under EIN 13-6178514 and plan number 001. It reports 3,345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010162935NAL0011732659001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 580 Pension Fund
- EIN
- 13-6178514
- Plan number
- 001
- Location
- New York, NY
- Participants
- 3,345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $859,474,022
- Total liabilities (EOY)
- $23,780,894
- Net assets (EOY)
- $835,693,128
- Employer contributions
- $34,223,868
- Total income / additions
- $124,123,668
- Benefits paid
- $31,937,288
- Administrative expenses
- $3,576,724
- Total expenses
- $35,514,012
- Net increase / (decrease)
- $88,609,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lazard Asset Management LLC | NONE | $374,728 | $0 |
| Loomis Sayles Trust Company | NONE | $354,229 | not reported in the loaded dataset |
| Manning & Napier Advisor LLC | NONE | $264,856 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $165,181 | $0 |
| Lord Abbett & Co LLC | NONE | $156,841 | not reported in the loaded dataset |
| Jp Morgan Investment Mgmt, Inc | NONE | $139,514 | not reported in the loaded dataset |
| Joint Multi Service Associates Ltd | NONE | $112,798 | not reported in the loaded dataset |
| Colleran O'Hara & Mills | NONE | $91,066 | not reported in the loaded dataset |
| Weaver C Barksdle & Assoc., Inc | NONE | $83,296 | not reported in the loaded dataset |
| The Segal Company | NONE | $83,211 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $80,967 | not reported in the loaded dataset |
| Amalgmated Bank | NONE | $80,764 | $0 |
| Schultheis & Panettieri, Llp | NONE | $76,750 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $65,129 | not reported in the loaded dataset |
| Steven N Davi Pllc | NONE | $49,656 | not reported in the loaded dataset |
| Sean M Boyle Consulting Inc | NONE | $7,759 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $0 | $0 |