# Board Of Trustees Local 580 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-580-vacation-fund-132874176-501

> Board Of Trustees Local 580 Vacation Fund's Health & Welfare plan: 1,756 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 Vacation Fund

- **Sponsor EIN:** 132874176

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,756

- **Total Assets:** $25.3M

## 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|1,756|$25.3M|$0|$32.0M|

| 2023|1,866|$27.0M|$0|$32.1M|

| 2022|2,071|$26.4M|$0|$34.1M|

## 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|

| JOINT MANAGED SERVICES ASSOCIATES|Other Service Provider|$29,093|—|$29,093|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$28,484|—|$28,484|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$25,000|—|$25,000|

| COLLERAN O'HARA & MILLS|Other Service Provider|$24,834|—|$24,834|

| STEVEN N DAVI, PC|Other Service Provider|$12,820|—|$12,820|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $120,231

- **Estimated Expense Ratio:** 0.475% 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|$390,574|—|—|$25,000|—|

| 2023|$350,851|—|—|$25,366|—|

| 2022|$350,693|—|—|—|$118,621|

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