Masters Mates & Pilots Adjustable Pension Plan — Form 5500 plan (Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla)

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 Adjustable Pension Plan is a benefit plan reported by Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla under EIN 37-1719247 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,358 participants and $89,606,125 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla
EIN
37-1719247
Plan number
001
Plan type
1
Location
Linthicum Heights, MD
Latest filing year
2023
Participants
1,358
End-of-year plan assets
$89,606,125

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,358H, C20241014095318NAL0052996642003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,606,125
Total liabilities (EOY)
$649,347
Net assets (EOY)
$88,956,778
Net assets (BOY)
$74,374,861

Income & contributions

Employer contributions
$8,954,504
Total contributions
$8,954,504
Total income / additions
$17,210,952

Expenses & distributions

Benefits paid
$1,959,239
Administrative expenses
$669,796
Total expenses
$2,629,035
Net increase / (decrease)
$14,581,917

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Segal CompanyNONE$93,615not reported in the loaded dataset2023
American Realty AdvisorsNONE$65,730not reported in the loaded dataset2023
Slevin & Hart P.C.NONE$47,871not reported in the loaded dataset2023
Iomm&PSPONSORING UNION$46,214not reported in the loaded dataset2023
Loomis Sayles Trust CompanyNONE$36,713not reported in the loaded dataset2023
Andco ConsultingNONE$25,000not reported in the loaded dataset2023
Ifm Investors Pty Ltd.NONE$0$21,9492023
Gorfine, Schiller & Gardyn PaNONE$19,000not reported in the loaded dataset2023
The Northern Trust CompanyNONE$16,200$02023
Patrick McculloughEMPLOYEE$13,780not reported in the loaded dataset2023
Ken RyanEMPLOYEE$11,813not reported in the loaded dataset2023
Ann Marie McculloughEMPLOYEE$10,068not reported in the loaded dataset2023
Paula PhillipsEMPLOYEE$9,967not reported in the loaded dataset2023
Northern Trust Asset ManagementNONE$9,808not reported in the loaded dataset2023
Michael McculloughEMPLOYEE$7,675not reported in the loaded dataset2023
Joseph GiustoEMPLOYEE$6,979not reported in the loaded dataset2023
David RomanoEMPLOYEE$6,968not reported in the loaded dataset2023
B.I.C.CNONE$6,653not reported in the loaded dataset2023
Madeline PetrelliEMPLOYEE$5,958not reported in the loaded dataset2023
Dale ClarkEMPLOYEE$5,311not reported in the loaded dataset2023
Alfred ManzoEMPLOYEE$5,176not reported in the loaded dataset2023
Debra CaveyEMPLOYEE$5,011not reported in the loaded dataset2023

Related Form 5500 pages