American Maritime Officers Vacation Plan — Form 5500 plan (Board Of Trustees American Maritime Officers Vacation Plan)
Plain-English plan 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, American Maritime Officers Vacation Plan is a benefit plan reported by Board Of Trustees American Maritime Officers Vacation Plan under EIN 11-1929852 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,769 participants and $32,113,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees American Maritime Officers Vacation Plan
- EIN
- 11-1929852
- Plan number
- 501
- Plan type
- 1
- Location
- Dania Beach, FL
- Latest filing year
- 2023
- Participants
- 2,769
- End-of-year plan assets
- $32,113,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,769 | H, C | 20250711083210NAL0006131409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,113,082
- Total liabilities (EOY)
- $30,144,797
- Net assets (EOY)
- $1,968,285
- Net assets (BOY)
- $730,291
Income & contributions
- Employer contributions
- $134,652,330
- Total contributions
- $134,652,330
- Total income / additions
- $135,844,678
Expenses & distributions
- Benefits paid
- $133,087,707
- Administrative expenses
- $1,518,977
- Total expenses
- $134,606,684
- Net increase / (decrease)
- $1,237,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amo Master Operating Trust | RELATED ORGANIZATION | $1,178,022 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $117,605 | not reported in the loaded dataset | 2023 |
| American Maritime Officers | RELATED ORGANIZATION | $31,695 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner | NONE | $19,391 | not reported in the loaded dataset | 2023 |
| Oksana Kochergina | NONE | $8,030 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees American Maritime Officers Vacation Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Dania Beach, FL
- Amo Master Operating Trust — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- American Maritime Officers — Schedule C compensation
- Merrill Lynch, Pierce, Fenner — Schedule C compensation
- Oksana Kochergina — Schedule C compensation