2023 Form 5500 filing — Local 580 Educational 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 20241011081117NAL0012281971001) for Local 580 Educational Fund, reported by Board Of Trustees Local 580 Educational Fund under EIN 23-7040036 and plan number 501. It reports 1,998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011081117NAL0012281971001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 580 Educational Fund
- EIN
- 23-7040036
- Plan number
- 501
- Location
- New York, NY
- Participants
- 1,998
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,893,880
- Total liabilities (EOY)
- $898,124
- Net assets (EOY)
- $36,995,756
- Employer contributions
- $2,774,155
- Total income / additions
- $4,581,582
- Benefits paid
- $2,966,159
- Administrative expenses
- $988,618
- Total expenses
- $3,954,777
- Net increase / (decrease)
- $626,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Noel Quinones | NONE | $183,743 | not reported in the loaded dataset |
| Joseph Rooney | NONE | $170,486 | not reported in the loaded dataset |
| Adrian Padro | NONE | $140,024 | not reported in the loaded dataset |
| Colleran O'Hara & Mills Llp | NONE | $65,687 | not reported in the loaded dataset |
| Scott Bavolar | NONE | $50,079 | not reported in the loaded dataset |
| Atiba Vialva | NONE | $48,939 | not reported in the loaded dataset |
| Joseph Mahoney | NONE | $45,920 | not reported in the loaded dataset |
| David Toegel | NONE | $45,527 | not reported in the loaded dataset |
| Eugene Matthews | NONE | $44,616 | not reported in the loaded dataset |
| Joseph Falasca | NONE | $39,935 | not reported in the loaded dataset |
| Peter Marcyan | NONE | $37,549 | not reported in the loaded dataset |
| Daniel Mccloskey | NONE | $37,099 | not reported in the loaded dataset |
| Nicole Moore | NONE | $36,781 | not reported in the loaded dataset |
| James Bleck | NONE | $36,701 | not reported in the loaded dataset |
| Desmond Pierre | NONE | $34,368 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $30,000 | not reported in the loaded dataset |
| Steven N Davi Pc | NONE | $28,450 | not reported in the loaded dataset |
| Thomas Massey | NONE | $25,099 | not reported in the loaded dataset |
| Weaver Barksdale & Associates, Inc | NONE | $22,936 | not reported in the loaded dataset |
| Joint Multi Service Associates Ltd | NONE | $21,617 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $9,309 | not reported in the loaded dataset |
| Aristole Capital Management | NONE | $8,967 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $6,000 | not reported in the loaded dataset |
| Dolan Mceniry Capital Management | NONE | $5,236 | not reported in the loaded dataset |