Iron Workers Local 580 Shop Pension Fund — Form 5500 plan (Board Of Trustees Iron Workers Local 580 Shop Pension 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, Iron Workers Local 580 Shop Pension Fund is a benefit plan reported by Board Of Trustees Iron Workers Local 580 Shop Pension Fund under EIN 13-6613876 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $6,262,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Iron Workers Local 580 Shop Pension Fund
EIN
13-6613876
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
620
End-of-year plan assets
$6,262,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023620H, C20250226112925NAL0000996993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,262,818
Total liabilities (EOY)
$123,031
Net assets (EOY)
$6,139,787
Net assets (BOY)
$7,079,309

Income & contributions

Employer contributions
$129,611
Total contributions
$129,611
Total income / additions
$951,539

Expenses & distributions

Benefits paid
$1,629,524
Administrative expenses
$261,537
Total expenses
$1,891,061
Net increase / (decrease)
-$939,522

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Segal Co. (Eastern States) Inc.ACTUARY$45,000not reported in the loaded dataset2023
Law Office Of Steven N. Davi, PllcATTORNEY$34,957not reported in the loaded dataset2023
Schultheis & Panettieri, LlpNONE$27,000not reported in the loaded dataset2023
Colleran, O'Hara & Mills, LlpATTORNEY$24,266not reported in the loaded dataset2023
Morgan Stanley GraystoneNONE$17,738not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$0$9,4562023
Bridgeway Benefit Technologies, LLCNONE$5,430not reported in the loaded dataset2023

Related Form 5500 pages