Local 580 Vacation Fund — Form 5500 plan (Board Of Trustees Local 580 Vacation 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 Vacation Fund is a benefit plan reported by Board Of Trustees Local 580 Vacation Fund under EIN 13-2874176 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,071 participants and $26,961,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 580 Vacation Fund
- EIN
- 13-2874176
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,071
- End-of-year plan assets
- $26,961,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,071 | H, C | 20241011140057NAL0037135504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,961,967
- Total liabilities (EOY)
- $1,339,918
- Net assets (EOY)
- $25,622,049
- Net assets (BOY)
- $26,338,593
Income & contributions
- Participant contributions
- $32,120,978
- Total contributions
- $32,120,978
- Total income / additions
- $33,005,713
Expenses & distributions
- Benefits paid
- $33,371,406
- Administrative expenses
- $350,851
- Total expenses
- $33,722,257
- Net increase / (decrease)
- -$716,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joint Multi Services Associates Ltd | NONE | $31,266 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Colleran O'Hara & Mills | NONE | $22,722 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $22,180 | not reported in the loaded dataset | 2023 |
| Steven N Davi, Pc | NONE | $11,266 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 580 Vacation Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Joint Multi Services Associates Ltd — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Colleran O'Hara & Mills — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Steven N Davi, Pc — Schedule C compensation