# Board Of Trustees Local 580 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-580-pension-fund-plan

> Board Of Trustees Local 580 Pension Fund's DB plan: 1,429 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 Pension Fund

- **Sponsor EIN:** 136178514

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

- **Plan Type:** DB

- **Total Participants:** 1,429

- **Total Assets:** $952.6M

## 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|1,429|$952.6M|$34.2M|$0|

| 2023|1,516|$859.5M|$34.2M|$0|

| 2022|1,665|$765.5M|$37.2M|$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|

| LOOMIS SAYLES TRUST COMPANY|NONE|$501,727|—|$501,727|

| LAZARD ASSET MANAGEMENT LLC|NONE|$345,482|—|$345,482|

| ATALANTA SOSNOFF CAPITAL LLC|NONE|$219,531|—|$219,531|

| MANNING AND NAPIER ADVISOR LLC|NONE|$203,759|—|$203,759|

| JP MORGAN INVESTMENT MGMT INC|NONE|$166,378|—|$166,378|

| LORD ABBETT & CO LLC|NONE|$163,666|—|$163,666|

| JOINT MANAGED SERVICES ASSOCIATES|NONE|$104,957|—|$104,957|

| CAUSEWAY CAPITAL MANAGEMENT LLC|NONE|$104,061|—|$104,061|

| COLLERAN O'HARA & MILLS|ATTORNEY|$100,020|—|$100,020|

| THE SEGAL COMPANY|NONE|$95,998|—|$95,998|

| WEAVER C BARKSDALE & ASSOC. INC|NONE|$86,722|—|$86,722|

| AMALGAMATED BANK|NONE|$86,020|—|$86,020|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$84,205|—|$84,205|

| SCHULTHEIS & PANETTIERI LLP|NONE|$78,250|—|$78,250|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$60,643|—|$60,643|

| STEVEN N DAVI PLLC|NONE|$56,506|—|$56,506|

| LABOR BENEFITS LLC|NONE|—|$14,237|$14,237|

| GALLAGHER FIDUCIARY ADVISORS LLC|NONE|$12,000|—|$12,000|

### Verified Provider Profiles

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

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

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

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,484,162

- **Estimated Expense Ratio:** 0.261% 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|$4,029,800|$1,791,326|—|$75,000|—|

| 2023|$3,576,724|$1,538,645|—|$75,000|—|

| 2022|$3,377,442|$1,615,247|—|—|$502,492|

## Similar Plans

- [Northstar Group Services, INC.](https://planprovider.pro/companies/northstar-group-services-inc-401k-plan) — 1,370 participants

- [Trustees Of Laborers Local No. 1822 Defined Contribution Plan](https://planprovider.pro/companies/trustees-of-laborers-local-no-1822-defined-contribution-plan-plan) — 1,214 participants

- [Tmt Bac Local Union #7](https://planprovider.pro/companies/tmt-bac-local-union-7-plan) — 1,191 participants

- [Northeast District Council Of The Opcmia Annuity Fund](https://planprovider.pro/companies/northeast-district-council-of-the-opcmia-annuity-fund-plan) — 1,128 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

- [Board Of Trustees Of The Cement And Concrete Workers Dc Annuity](https://planprovider.pro/companies/board-of-trustees-of-the-cement-and-concrete-workers-dc-annuity-plan) — 1,001 participants

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

© 2026 PlanProvider.Pro