Plan5500

Masters Mates & Pilots Individual Retirement Account Plan — Form 5500 plan (Board Of Trustees Of M.M.&P. Individual Retirement Account 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, Masters Mates & Pilots Individual Retirement Account Plan is a benefit plan reported by Board Of Trustees Of M.M.&P. Individual Retirement Account Plan under EIN 13-3021839 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,530 participants and $464,345,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of M.M.&P. Individual Retirement Account Plan
EIN
13-3021839
Plan number
001
Plan type
1
Location
Linthicum Heights, MD
Latest filing year
2023
Participants
4,530
End-of-year plan assets
$464,345,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,530H, C20241014100828NAL0013104355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$464,345,662
Total liabilities (EOY)
$216,403
Net assets (EOY)
$464,129,259
Net assets (BOY)
$398,503,264

Income & contributions

Employer contributions
$12,346,166
Participant contributions
$11,600,779
Total contributions
$23,946,945
Total income / additions
$100,875,399

Expenses & distributions

Benefits paid
$34,344,557
Administrative expenses
$904,847
Total expenses
$35,249,404
Net increase / (decrease)
$65,625,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity InvestmentsRECORD KEEPER$207,911not reported in the loaded dataset2023
Iomm&PSPONSORING UNION$64,655not reported in the loaded dataset2023
Slevin & HartNONE$58,730not reported in the loaded dataset2023
Gorfine Schiller & Gardyn PaNONE$27,730not reported in the loaded dataset2023
Andco ConsultingNONE$25,000not reported in the loaded dataset2023
Patrick McculloughEMPLOYEE$24,250not reported in the loaded dataset2023
Kenneth RyanEMPLOYEE$20,789not reported in the loaded dataset2023
Ann Marie McculloughEMPLOYEE$17,718not reported in the loaded dataset2023
Paula PhillipsEMPLOYEE$17,539not reported in the loaded dataset2023
Michael McculloughEMPLOYEE$13,507not reported in the loaded dataset2023
Joseph GiustoEMPLOYEE$12,281not reported in the loaded dataset2023
David RomanoEMPLOYEE$12,263not reported in the loaded dataset2023
Madeline PetrelliEMPLOYEE$10,484not reported in the loaded dataset2023
Dale ClarkEMPLOYEE$9,346not reported in the loaded dataset2023
Alfred ManzoEMPLOYEE$9,108not reported in the loaded dataset2023
Debra CaveyEMPLOYEE$8,818not reported in the loaded dataset2023
Marcia FawthropEMPLOYEE$8,417not reported in the loaded dataset2023
Alice AndrzejewskiEMPLOYEE$7,440not reported in the loaded dataset2023
Denise RomanoEMPLOYEE$7,399not reported in the loaded dataset2023
Jessica ChadwellEMPLOYEE$7,132not reported in the loaded dataset2023
Mary JurneyEMPLOYEE$6,744not reported in the loaded dataset2023
Diane FitzbergerEMPLOYEE$6,330not reported in the loaded dataset2023
Russ BalzariniEMPLOYEE$6,198not reported in the loaded dataset2023
Kathryne McgeeEMPLOYEE$5,894not reported in the loaded dataset2023
Mayra RoblesEMPLOYEE$5,836not reported in the loaded dataset2023
Vera BrennanEMPLOYEE$5,826not reported in the loaded dataset2023
Cynthia LamartinaEMPLOYEE$5,819not reported in the loaded dataset2023
Sean MeadEMPLOYEE$5,805not reported in the loaded dataset2023
Jean Adams-MencikEMPLOYEE$5,747not reported in the loaded dataset2023
Sydnie BossomEMPLOYEE$5,484not reported in the loaded dataset2023
Lisa LindauerEMPLOYEE$5,148not reported in the loaded dataset2023
Jennifer KellnerEMPLOYEE$5,128not reported in the loaded dataset2023
Charlene RogersEMPLOYEE$5,010not reported in the loaded dataset2023

Related Form 5500 pages