Seafarers Officers And Employees Pension Plan — Form 5500 plan (Board Of Trustees Seafarers Officers And Employees Pension 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, Seafarers Officers And Employees Pension Plan is a benefit plan reported by Board Of Trustees Seafarers Officers And Employees Pension Plan under EIN 11-6138267 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,160 participants and $250,868,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Seafarers Officers And Employees Pension Plan
EIN
11-6138267
Plan number
333
Plan type
1
Location
Camp Springs, MD
Latest filing year
2023
Participants
1,160
End-of-year plan assets
$250,868,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,160H, C20241013165015NAL0014170947002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$250,868,862
Total liabilities (EOY)
$173,087
Net assets (EOY)
$250,695,775
Net assets (BOY)
$231,943,132

Income & contributions

Employer contributions
$10,395,110
Total contributions
$10,395,110
Total income / additions
$30,535,674

Expenses & distributions

Benefits paid
$10,274,442
Administrative expenses
$1,508,589
Total expenses
$11,783,031
Net increase / (decrease)
$18,752,643

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCnot reported in the loaded dataset$809,387$02023
Asb Capital Management LLCnot reported in the loaded dataset$130,530not reported in the loaded dataset2023
Plan Employeenot reported in the loaded dataset$100,722not reported in the loaded dataset2023
Plan Employeenot reported in the loaded dataset$81,996not reported in the loaded dataset2023
Basil Castrovinci Associates Incnot reported in the loaded dataset$73,437not reported in the loaded dataset2023
Atalanta Sosnoff Capitalnot reported in the loaded dataset$27,350not reported in the loaded dataset2023
Buchbinder Tunick & Co Llpnot reported in the loaded dataset$24,000not reported in the loaded dataset2023
Quan-Vest Consultants, Inc.not reported in the loaded dataset$15,000not reported in the loaded dataset2023
Seafarers Vacation Plannot reported in the loaded dataset$14,645not reported in the loaded dataset2023
Prudential Insurance Co.not reported in the loaded dataset$14,278$02023
Comerica Banknot reported in the loaded dataset$13,180$02023

Related Form 5500 pages