2023 Form 5500 filing — Masters Mates & Pilots Adjustable Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014095318NAL0052996642003) for Masters Mates & Pilots Adjustable Pension Plan, reported by Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla under EIN 37-1719247 and plan number 001. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095318NAL0052996642003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla
- EIN
- 37-1719247
- Plan number
- 001
- Location
- Linthicum Heights, MD
- Participants
- 1,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,606,125
- Total liabilities (EOY)
- $649,347
- Net assets (EOY)
- $88,956,778
- Employer contributions
- $8,954,504
- Total income / additions
- $17,210,952
- Benefits paid
- $1,959,239
- Administrative expenses
- $669,796
- Total expenses
- $2,629,035
- Net increase / (decrease)
- $14,581,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $93,615 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $65,730 | not reported in the loaded dataset |
| Slevin & Hart P.C. | NONE | $47,871 | not reported in the loaded dataset |
| Iomm&P | SPONSORING UNION | $46,214 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $36,713 | not reported in the loaded dataset |
| Andco Consulting | NONE | $25,000 | not reported in the loaded dataset |
| Ifm Investors Pty Ltd. | NONE | $0 | $21,949 |
| Gorfine, Schiller & Gardyn Pa | NONE | $19,000 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $16,200 | $0 |
| Patrick Mccullough | EMPLOYEE | $13,780 | not reported in the loaded dataset |
| Ken Ryan | EMPLOYEE | $11,813 | not reported in the loaded dataset |
| Ann Marie Mccullough | EMPLOYEE | $10,068 | not reported in the loaded dataset |
| Paula Phillips | EMPLOYEE | $9,967 | not reported in the loaded dataset |
| Northern Trust Asset Management | NONE | $9,808 | not reported in the loaded dataset |
| Michael Mccullough | EMPLOYEE | $7,675 | not reported in the loaded dataset |
| Joseph Giusto | EMPLOYEE | $6,979 | not reported in the loaded dataset |
| David Romano | EMPLOYEE | $6,968 | not reported in the loaded dataset |
| B.I.C.C | NONE | $6,653 | not reported in the loaded dataset |
| Madeline Petrelli | EMPLOYEE | $5,958 | not reported in the loaded dataset |
| Dale Clark | EMPLOYEE | $5,311 | not reported in the loaded dataset |
| Alfred Manzo | EMPLOYEE | $5,176 | not reported in the loaded dataset |
| Debra Cavey | EMPLOYEE | $5,011 | not reported in the loaded dataset |