American Maritime Officers Pension Plan — Form 5500 plan (The Board Of Trustees American Maritime Officers 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, American Maritime Officers Pension Plan is a benefit plan reported by The Board Of Trustees American Maritime Officers Pension Plan under EIN 13-1936709 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,653 participants and $730,901,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees American Maritime Officers Pension Plan
- EIN
- 13-1936709
- Plan number
- 001
- Plan type
- 1
- Location
- Dania Beach, FL
- Latest filing year
- 2023
- Participants
- 4,653
- End-of-year plan assets
- $730,901,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,653 | H, C | 20250711084851NAL0004569587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $730,901,049
- Total liabilities (EOY)
- $6,846,770
- Net assets (EOY)
- $724,054,279
- Net assets (BOY)
- $632,248,566
Income & contributions
- Employer contributions
- $25,056,271
- Total contributions
- $25,056,271
- Total income / additions
- $148,398,274
Expenses & distributions
- Benefits paid
- $53,449,593
- Administrative expenses
- $3,142,968
- Total expenses
- $56,592,561
- Net increase / (decrease)
- $91,805,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amo Master Operating Trust | RELATED ORGANIZATION | $1,680,985 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | NONE | $208,162 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $199,101 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $155,880 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc | NONE | $147,377 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management Company, LLC | NONE | $89,469 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner | NONE | $44,001 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $22,038 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Global Financial | NONE | $18,582 | not reported in the loaded dataset | 2023 |
| Bmo Global Asset Management | NONE | $15,702 | not reported in the loaded dataset | 2023 |
| Oksana Kochergina | NONE | $11,714 | not reported in the loaded dataset | 2023 |
| Alliant Cybersecurity, LLC | NONE | $7,897 | not reported in the loaded dataset | 2023 |
| Diligent Corporation | NONE | $5,478 | not reported in the loaded dataset | 2023 |
| Tech Plus Systems, Inc. | NONE | $5,446 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees American Maritime Officers Pension 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
- Meketa Investment Group, Inc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Newport Group, Inc — Schedule C compensation
- Tcw Asset Management Company, LLC — Schedule C compensation
- Merrill Lynch, Pierce, Fenner — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Pitney Bowes Global Financial — Schedule C compensation
- Bmo Global Asset Management — Schedule C compensation
- Oksana Kochergina — Schedule C compensation
- Alliant Cybersecurity, LLC — Schedule C compensation
- Diligent Corporation — Schedule C compensation
- Tech Plus Systems, Inc. — Schedule C compensation