# Board Of Trustees Local 580 Insurance Fund Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-local-580-insurance-fund-136178513-501 > Board Of Trustees Local 580 Insurance Fund's Health & Welfare plan: 1,480 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Local 580 Insurance Fund - **Sponsor EIN:** 136178513 - **Sponsor Address:** 501 WEST 42ND STREET, NEW YORK, NY, 10036 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 1,480 - **Total Assets:** $335.3M ## 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.| | 2024|1,480|$335.3M|$39.0M|$425,751| | 2023|1,605|$328.0M|$39.2M|$412,142| | 2022|1,816|$321.8M|$42.8M|$257,491| ## 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| | EMPIRE BLUECROSS BLUESHIELD|Other Service Provider|$1,406,685|$1,984,425|$3,391,110| | RICHARD FALASCA|Recordkeeper|$201,686|—|$201,686| | BRENDAN TORMEY|Recordkeeper|$192,694|—|$192,694| | RYAN HERBERT|Recordkeeper|$182,337|—|$182,337| | JP MORGAN INVESTMENT MANAGEMENT INC|Recordkeeper|$179,287|—|$179,287| | THOMAS LECOMPTE|Recordkeeper|$153,654|—|$153,654| | REJUS SKEIRIS|Recordkeeper|$144,907|—|$144,907| | LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$143,745|—|$143,745| | LORD ABBETT & CO LLC|Other Service Provider|$114,451|—|$114,451| | JOINT MANAGED SERVICES ASSOCIATES|Other Service Provider|$100,328|—|$100,328| | EVELYN RODRIGUEZ|Recordkeeper|$92,058|—|$92,058| | DIANA CONTRERAS|Recordkeeper|$83,291|—|$83,291| | ROOKMINI PRASAD|Recordkeeper|$83,041|—|$83,041| | VANYA WEST|Recordkeeper|$79,850|—|$79,850| | DEION DEALLIE|Recordkeeper|$79,297|—|$79,297| | F/M INVESTMENTS LLC|Other Service Provider|$78,817|—|$78,817| | COLLERAN O'HARA AND MILLS|ERISA Attorney|$77,278|—|$77,278| | THE SEGAL COMPANY|Other Service Provider|$77,121|—|$77,121| | BARBARA ARMSTRONG|Recordkeeper|$74,659|—|$74,659| | JOHN CUMBERLAND|Recordkeeper|$73,203|—|$73,203| | JUSTICE HARRIS|Recordkeeper|$72,622|—|$72,622| | CIARA SHEA|Recordkeeper|$70,722|—|$70,722| | SCHULTHEIS & PANETTIERI LLP|Auditor|$70,000|—|$70,000| | GUARDIAN LIFE INSURANCE CO|Recordkeeper|$69,507|—|$69,507| | KERRY ARMSTRONG|Recordkeeper|$69,377|—|$69,377| | PILAR CONTRERAS|Recordkeeper|$66,750|—|$66,750| | CINTRA CAMERON|Recordkeeper|$63,244|—|$63,244| | BRIDGEWAY BENEFIT TECHNOLOGIES LLC|Other Service Provider|$61,520|—|$61,520| | GEORGE SPINELLO|Recordkeeper|$59,835|—|$59,835| | KEMEICHA HARRISON|Recordkeeper|$59,780|—|$59,780| | STEVEN N DAVI PC|Other Service Provider|$56,032|—|$56,032| | MANNING & NAPIER ADVISORS LLC|Other Service Provider|$50,873|—|$50,873| | EDWARD ZEBROWSKI|Recordkeeper|$43,514|—|$43,514| | ACCRETIVE GLOBAL INSURANCE SERVICES|Other Service Provider|$40,449|—|$40,449| | AMALGAMATED BANK|Other Service Provider|$37,570|—|$37,570| | GENNA MILTON|Recordkeeper|$30,538|—|$30,538| | HEALTH BENEFIT RESOURCES|Other Service Provider|$24,720|—|$24,720| | MORGAN STANLEY GRAYSTONE|Recordkeeper|$8,436|—|$8,436| | LABOR BENEFITS LLC|Other Service Provider|—|$5,883|$5,883| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [RICHARD FALASCA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [BRENDAN TORMEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [RYAN HERBERT](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [THOMAS LECOMPTE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [REJUS SKEIRIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [EVELYN RODRIGUEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DIANA CONTRERAS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ROOKMINI PRASAD](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [VANYA WEST](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DEION DEALLIE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [BARBARA ARMSTRONG](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JOHN CUMBERLAND](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JUSTICE HARRIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CIARA SHEA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor - [GUARDIAN LIFE INSURANCE CO](https://planprovider.pro/provider/alight-solutions) — Recordkeeper - [KERRY ARMSTRONG](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [PILAR CONTRERAS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CINTRA CAMERON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [GEORGE SPINELLO](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KEMEICHA HARRISON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [EDWARD ZEBROWSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [GENNA MILTON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $6,564,186 - **Estimated Expense Ratio:** 1.958% 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| | 2024|$2,073,690|$567,173|—|$70,000|—| | 2023|$2,000,045|$579,290|—|$71,261|—| | 2022|$1,940,644|$653,207|—|—|$530,761| ## Similar Plans - [Board Of Trustees Local 713 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-713-annuity-fund-plan) — 27,615 participants - [Board Of Trustees Local 713 Health & Wel](https://planprovider.pro/companies/board-of-trustees-local-713-health-wel-116490308-501) — 15,283 participants - [Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio](https://planprovider.pro/companies/bd-of-trustees-annuity-fund-of-the-iuoe-lcl-union-94-94a-94b-afl-cio-plan) — 5,885 participants - [Excavators Union Pension Fund Loca](https://planprovider.pro/companies/excavators-union-pension-fund-loca-plan) — 5,553 participants - [Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio](https://planprovider.pro/companies/bd-of-trust-health-benefit-trust-fd-of-iuoe-lcl-94-94a-94b-afl-cio-136674743-501) — 5,332 participants - [Bd Of Trustees Iuoe Local 30 Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-annuity-fund-plan) — 5,154 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-580-insurance-fund-136178513-501) © 2026 PlanProvider.Pro