Seafarers International Union Agliw 401(K) Plan — Form 5500 plan (Board Of Trustees Seafarers Internationa Union Agliw 401(K) 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 International Union Agliw 401(K) Plan is a benefit plan reported by Board Of Trustees Seafarers Internationa Union Agliw 401(K) Plan under EIN 26-1527179 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,730 participants and $67,258,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Seafarers Internationa Union Agliw 401(K) Plan
EIN
26-1527179
Plan number
002
Plan type
1
Location
Camp Springs, MD
Latest filing year
2023
Participants
16,730
End-of-year plan assets
$67,258,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,730H, C20241015131850NAL0014704787002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,258,612
Total liabilities (EOY)
$67,432
Net assets (EOY)
$67,191,180
Net assets (BOY)
$55,489,159

Income & contributions

Participant contributions
$7,291,179
Total contributions
$7,506,321
Total income / additions
$17,012,002

Expenses & distributions

Benefits paid
$5,049,974
Administrative expenses
$149,658
Total expenses
$5,309,981
Net increase / (decrease)
$11,702,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Wealth MgmtINVESTMENT ADVISOR$74,794not reported in the loaded dataset2023
Seafarers Vacation PlanRELATED ORGANIZATION$33,844not reported in the loaded dataset2023
Buchbinder Tunick & Co LlpAUDITOR$23,583not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$5,001$02023

Related Form 5500 pages