2023 Form 5500 filing — Seafarers Officers And Employees Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241013165015NAL0014170947002) for Seafarers Officers And Employees Pension Plan, reported by Board Of Trustees Seafarers Officers And Employees Pension Plan under EIN 11-6138267 and plan number 333. It reports 1,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013165015NAL0014170947002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Seafarers Officers And Employees Pension Plan
- EIN
- 11-6138267
- Plan number
- 333
- Location
- Camp Springs, MD
- Participants
- 1,160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,868,862
- Total liabilities (EOY)
- $173,087
- Net assets (EOY)
- $250,695,775
- Employer contributions
- $10,395,110
- Total income / additions
- $30,535,674
- Benefits paid
- $10,274,442
- Administrative expenses
- $1,508,589
- Total expenses
- $11,783,031
- Net increase / (decrease)
- $18,752,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | not reported in the loaded dataset | $809,387 | $0 |
| Asb Capital Management LLC | not reported in the loaded dataset | $130,530 | not reported in the loaded dataset |
| Plan Employee | not reported in the loaded dataset | $100,722 | not reported in the loaded dataset |
| Plan Employee | not reported in the loaded dataset | $81,996 | not reported in the loaded dataset |
| Basil Castrovinci Associates Inc | not reported in the loaded dataset | $73,437 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital | not reported in the loaded dataset | $27,350 | not reported in the loaded dataset |
| Buchbinder Tunick & Co Llp | not reported in the loaded dataset | $24,000 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc. | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset |
| Seafarers Vacation Plan | not reported in the loaded dataset | $14,645 | not reported in the loaded dataset |
| Prudential Insurance Co. | not reported in the loaded dataset | $14,278 | $0 |
| Comerica Bank | not reported in the loaded dataset | $13,180 | $0 |