# Board Of Trustees Local 580 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-580-annuity-fund-plan-002

> Board Of Trustees Local 580 Annuity Fund's DC plan: 3,126 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Local 580 Annuity Fund

- **Sponsor EIN:** 136178512

- **Sponsor Address:** 501 WEST 42ND STREET, NEW YORK, NY, 10036

- **Plan Type:** DC

- **Total Participants:** 3,126

- **Total Assets:** $703.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|3,126|$703.3M|$36.5M|$0|

| 2022|3,222|$710.0M|$39.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STANDISH MELLON ASSET MANAGEMENT|NONE|$699,228|—|$699,228|

| ZIEGLER CAPITAL MANAGEMENT LLC|NONE|$662,596|—|$662,596|

| LORD ABBET & CO LLC|NONE|$293,966|—|$293,966|

| AMALGAMATED BANK|NONE|$197,252|—|$197,252|

| JOINT MULTI SERVICE ASSOCIATES LTD|NONE|$184,382|—|$184,382|

| MANNING & NAPIER ADVISORS LLC|NONE|$158,602|—|$158,602|

| MORGAN STANLEY|NONE|$130,124|—|$130,124|

| COLLERAN O'HARA & MILLS LLP|NONE|$126,110|—|$126,110|

| LOOMIS SAYLES TRUST COMPANY|NONE|$117,324|—|$117,324|

| SCHULTHEIS & PANETTIERI LLP|NONE|$112,700|—|$112,700|

| JP MORGAN INVESTMENT MANAGEMENT|NONE|$106,562|—|$106,562|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE|$91,648|—|$91,648|

| STEVEN N DAVI PC|NONE|$61,590|—|$61,590|

| THE SEGAL COMPANY|NONE|$57,126|—|$57,126|

| SEAN M BOYLE CONSULTING INC|NONE|$12,682|—|$12,682|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MANNING & NAPIER ADVISORS LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,011,892

- **Estimated Expense Ratio:** 0.428% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$2,282,148|$1,019,139|—|$58,268|—|

| 2022|$2,316,071|$1,338,490|—|—|$316,163|

## Similar Plans

- [Board Of Trustees Of Smw Lu No. 28 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-smw-lu-no-28-annuity-fund-plan) — 3,683 participants

- [Bd Of Trustees Iuoe Local 30 Pension Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-pension-fund-plan) — 2,514 participants

- [Board Of Trustees Local 580 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-580-annuity-fund-plan-001) — 2,391 participants

- [Board Of Trustees Of Smw Lu No. 28 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-smw-lu-no-28-pension-fund-plan) — 1,989 participants

- [Bd Of Trustees Iuoe Local 30 Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-annuity-fund-plan) — 4,267 participants

- [Board Of Trustees Of Metal Lathers Local 46 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-metal-lathers-local-46-annuity-fund-plan) — 1,823 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-580-annuity-fund-plan-002)

© 2026 PlanProvider.Pro