American Maritime Officers Defined Contribution Plan — Form 5500 plan (Board Of Trustees American Maritime Officers Defined Contribution 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 Defined Contribution Plan is a benefit plan reported by Board Of Trustees American Maritime Officers Defined Contribution Plan under EIN 27-1269640 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,939 participants and $314,107,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees American Maritime Officers Defined Contribution Plan
- EIN
- 27-1269640
- Plan number
- 001
- Plan type
- 1
- Location
- Dania Beach, FL
- Latest filing year
- 2023
- Participants
- 4,939
- End-of-year plan assets
- $314,107,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,939 | H, C | 20250711084538NAL0004107651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $314,107,816
- Total liabilities (EOY)
- $438,297
- Net assets (EOY)
- $313,669,519
- Net assets (BOY)
- $244,597,149
Income & contributions
- Employer contributions
- $28,898,788
- Total contributions
- $28,898,788
- Total income / additions
- $91,633,254
Expenses & distributions
- Benefits paid
- $21,407,581
- Administrative expenses
- $1,153,303
- Total expenses
- $22,560,884
- Net increase / (decrease)
- $69,072,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amo Master Operating Trust | RELATED ORGANIZATION | $704,436 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc | NONE | $211,966 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $103,136 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $64,892 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner | NONE | $46,195 | not reported in the loaded dataset | 2023 |
| Oksana Kochergina | NONE | $6,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees American Maritime Officers Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Dania Beach, FL
- Amo Master Operating Trust — Schedule C compensation
- Newport Group, Inc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Merrill Lynch, Pierce, Fenner — Schedule C compensation
- Oksana Kochergina — Schedule C compensation