American Maritime Officers Vacation Plan — Form 5500 plan (Board Of Trustees American Maritime Officers Vacation 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 Vacation Plan is a benefit plan reported by Board Of Trustees American Maritime Officers Vacation Plan under EIN 11-1929852 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,769 participants and $32,113,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees American Maritime Officers Vacation Plan
EIN
11-1929852
Plan number
501
Plan type
1
Location
Dania Beach, FL
Latest filing year
2023
Participants
2,769
End-of-year plan assets
$32,113,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,769H, C20250711083210NAL0006131409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,113,082
Total liabilities (EOY)
$30,144,797
Net assets (EOY)
$1,968,285
Net assets (BOY)
$730,291

Income & contributions

Employer contributions
$134,652,330
Total contributions
$134,652,330
Total income / additions
$135,844,678

Expenses & distributions

Benefits paid
$133,087,707
Administrative expenses
$1,518,977
Total expenses
$134,606,684
Net increase / (decrease)
$1,237,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Amo Master Operating TrustRELATED ORGANIZATION$1,178,022not reported in the loaded dataset2023
Withumsmith+Brown, P.C.NONE$117,605not reported in the loaded dataset2023
American Maritime OfficersRELATED ORGANIZATION$31,695not reported in the loaded dataset2023
Merrill Lynch, Pierce, FennerNONE$19,391not reported in the loaded dataset2023
Oksana KocherginaNONE$8,030not reported in the loaded dataset2023

Related Form 5500 pages