2023 Form 5500 filing — American Maritime Officers Defined Contribution 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 20250711084538NAL0004107651001) for American Maritime Officers Defined Contribution Plan, reported by Board Of Trustees American Maritime Officers Defined Contribution Plan under EIN 27-1269640 and plan number 001. It reports 4,939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711084538NAL0004107651001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees American Maritime Officers Defined Contribution Plan
- EIN
- 27-1269640
- Plan number
- 001
- Location
- Dania Beach, FL
- Participants
- 4,939
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $314,107,816
- Total liabilities (EOY)
- $438,297
- Net assets (EOY)
- $313,669,519
- Employer contributions
- $28,898,788
- Total income / additions
- $91,633,254
- Benefits paid
- $21,407,581
- Administrative expenses
- $1,153,303
- Total expenses
- $22,560,884
- Net increase / (decrease)
- $69,072,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amo Master Operating Trust | RELATED ORGANIZATION | $704,436 | not reported in the loaded dataset |
| Newport Group, Inc | NONE | $211,966 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $103,136 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $64,892 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner | NONE | $46,195 | not reported in the loaded dataset |
| Oksana Kochergina | NONE | $6,840 | not reported in the loaded dataset |