2023 Form 5500 filing — Local 584 Pension Trust 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 20241125154700NAL0004772689001) for Local 584 Pension Trust Fund, reported by Board Of Trustees Of Local 584 Pension Trust Fund under EIN 51-6123679 and plan number 001. It reports 1,972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125154700NAL0004772689001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 584 Pension Trust Fund
- EIN
- 51-6123679
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,098,241
- Total liabilities (EOY)
- $130,414
- Net assets (EOY)
- $209,967,827
- Employer contributions
- $2,886,787
- Total income / additions
- $14,605,848
- Benefits paid
- $14,048,202
- Administrative expenses
- $1,249,445
- Total expenses
- $15,297,647
- Net increase / (decrease)
- -$691,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles & Company | NONE | $286,252 | not reported in the loaded dataset |
| Friedman & Anspach | LEGAL COUNSEL | $221,272 | not reported in the loaded dataset |
| Savasta And Company, Inc. | NONE | $175,000 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $86,380 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $66,195 | $0 |
| Segal Marco Advisors | NONE | $61,458 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $61,455 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $29,310 |
| Naness, Chaiet, Naness, LLC | NONE | $22,500 | not reported in the loaded dataset |