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Original filing (PDF)20241011110834NAL0043435218001
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND
Form 5500
FILING_RECEIVED
LOCAL 580 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
3,126
Accounts w/ balance
3,126
Plan assets (EOY)
$703.3M
Net assets (EOY)
$686.1M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 257% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND
EIN
13-6178512
Address
501 WEST 42ND STREET · NEW YORK, NY · 10036
Phone
(212) 695-5206
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDISH MELLON ASSET MANAGEMENT | 25-1890416 | — | NONE | $350K | — |
| ZIEGLER CAPITAL MANAGEMENT LLC | 85-0597999 | — | NONE | $331K | — |
| LORD ABBET & CO LLC | 13-5620131 | — | NONE | $147K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $99K | — |
| JOINT MULTI SERVICE ASSOCIATES LTD | 82-3287696 | — | NONE | $92K | — |
| MANNING & NAPIER ADVISORS LLC | 45-3328488 | — | NONE | $79K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $65K | — |
| COLLERAN O'HARA & MILLS LLP | 11-3236314 | — | NONE | $63K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $59K | — |
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $56K | — |
| JP MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $53K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | — | NONE | $46K | — |
| STEVEN N DAVI PC | 82-4935807 | — | NONE | $31K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $29K | — |
| SEAN M BOYLE CONSULTING INC | 84-4121653 | — | NONE | $6K | — |
| UNION LABOR LIFE INSURANCE COMPANY | 13-1423090 | — | NONE | $0 | — |
Investments
3 pooled funds· $25.5M(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$15.5M
1 holding
Common Collective Trust
$10.0M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ULLICO SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE CO · EIN 13-1423090 / PN 203 | Pooled Separate Account | $15.5M | 2.2% |
| NEWTOWER MULTI-EMPLOYER PROPERTY TR NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $10.0M | 1.4% |
| LOOMIS SAYLES LARGE CAP GROWTH TR LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 012 | Common Collective Trust | $0 | <0.1% |