Seafarers Money Purchase Pension Plan — Form 5500 plan (Board Of Trustees Seafarers Money Purchase 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 Money Purchase Pension Plan is a benefit plan reported by Board Of Trustees Seafarers Money Purchase Pension Plan under EIN 52-1994914 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,602 participants and $154,828,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Seafarers Money Purchase Pension Plan
EIN
52-1994914
Plan number
001
Plan type
1
Location
Camp Springs, MD
Latest filing year
2023
Participants
14,602
End-of-year plan assets
$154,828,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,602H, C20241014171003NAL0027946673004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,828,727
Total liabilities (EOY)
$238,420
Net assets (EOY)
$154,590,307
Net assets (BOY)
$147,590,346

Income & contributions

Employer contributions
$10,813,248
Participant contributions
$133,974
Total contributions
$10,947,222
Total income / additions
$22,676,408

Expenses & distributions

Benefits paid
$14,286,631
Administrative expenses
$1,389,816
Total expenses
$15,676,447
Net increase / (decrease)
$6,999,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Seafarers Vacation Fundnot reported in the loaded dataset$582,766not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCnot reported in the loaded dataset$505,641not reported in the loaded dataset2023
Jpmorgan Chase Bank, N.A.not reported in the loaded dataset$84,257not reported in the loaded dataset2023
Atalanta Sosnoff Capitalnot reported in the loaded dataset$67,452not reported in the loaded dataset2023
Buchbinder Tunick & Co Llpnot reported in the loaded dataset$50,652not reported in the loaded dataset2023
Basil Castrovinci Associates Incnot reported in the loaded dataset$46,740not reported in the loaded dataset2023
Quan-Vest Consultants, Inc.not reported in the loaded dataset$15,000not reported in the loaded dataset2023
Prudential Insurance Co.not reported in the loaded dataset$14,331$02023
Comerica Banknot reported in the loaded dataset$9,209$02023
Ngl Group LLCnot reported in the loaded dataset$0$5,2472023

Related Form 5500 pages