2023 Form 5500 filing — American Maritime Officers 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 20250711084851NAL0004569587001) for American Maritime Officers Pension Plan, reported by The Board Of Trustees American Maritime Officers Pension Plan under EIN 13-1936709 and plan number 001. It reports 4,653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711084851NAL0004569587001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees American Maritime Officers Pension Plan
- EIN
- 13-1936709
- Plan number
- 001
- Location
- Dania Beach, FL
- Participants
- 4,653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $730,901,049
- Total liabilities (EOY)
- $6,846,770
- Net assets (EOY)
- $724,054,279
- Employer contributions
- $25,056,271
- Total income / additions
- $148,398,274
- Benefits paid
- $53,449,593
- Administrative expenses
- $3,142,968
- Total expenses
- $56,592,561
- Net increase / (decrease)
- $91,805,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amo Master Operating Trust | RELATED ORGANIZATION | $1,680,985 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $208,162 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $199,101 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $155,880 | not reported in the loaded dataset |
| Newport Group, Inc | NONE | $147,377 | not reported in the loaded dataset |
| Tcw Asset Management Company, LLC | NONE | $89,469 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner | NONE | $44,001 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $22,038 | not reported in the loaded dataset |
| Pitney Bowes Global Financial | NONE | $18,582 | not reported in the loaded dataset |
| Bmo Global Asset Management | NONE | $15,702 | not reported in the loaded dataset |
| Oksana Kochergina | NONE | $11,714 | not reported in the loaded dataset |
| Alliant Cybersecurity, LLC | NONE | $7,897 | not reported in the loaded dataset |
| Diligent Corporation | NONE | $5,478 | not reported in the loaded dataset |
| Tech Plus Systems, Inc. | NONE | $5,446 | not reported in the loaded dataset |