Steamship Trade Association Of Baltimore, Incorporated International Longshoremen'S Assoc. Severance And Annuity Plan — Form 5500 plan (Board Of Trustees Of The Steamship Trade Association Of Baltimore, Inc)

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, Steamship Trade Association Of Baltimore, Incorporated International Longshoremen'S Assoc. Severance And Annuity Plan is a benefit plan reported by Board Of Trustees Of The Steamship Trade Association Of Baltimore, Inc under EIN 52-2035147 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,757 participants and $120,238,312 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Steamship Trade Association Of Baltimore, Inc
EIN
52-2035147
Plan number
001
Plan type
1
Location
Baltimore, MD
Latest filing year
2023
Participants
2,757
End-of-year plan assets
$120,238,312

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,757H, C20250709115144NAL0003312755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,238,312
Total liabilities (EOY)
$27,739
Net assets (EOY)
$120,210,573
Net assets (BOY)
$113,751,932

Income & contributions

Employer contributions
$14,611,786
Total contributions
$15,160,952
Total income / additions
$43,410,438

Expenses & distributions

Benefits paid
$35,999,376
Administrative expenses
$952,421
Total expenses
$36,951,797
Net increase / (decrease)
$6,458,641

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Trust Company LLCCONTRACT ADMIN$493,954$02023
Abato, Rubenstein, & Abato, P.A.NONE$53,531not reported in the loaded dataset2023
Jennifer WalterPLAN EMPLOYEE$46,785not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$27,960not reported in the loaded dataset2023
Brendan SiskPLAN EMPLOYEE$21,513not reported in the loaded dataset2023
Sharon MclaughlinPLAN EMPLOYEE$19,047not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$17,765not reported in the loaded dataset2023
Cynthia LandefeldPLAN EMPLOYEE$16,148not reported in the loaded dataset2023
Investment Performance Services IncNONE$10,000not reported in the loaded dataset2023
Bicc Systems, IncNONE$7,927not reported in the loaded dataset2023
Edward BurkePLAN EMPLOYEE$7,284not reported in the loaded dataset2023
The Segal Company (Eastern States)NONE$6,526not reported in the loaded dataset2023
Richard Krueger IiiPLAN EMPLOYEE$6,122not reported in the loaded dataset2023
Law Offices Of Michael Collins, PcNONE$6,075not reported in the loaded dataset2023
Michael Sisk Jr.PLAN EMPLOYEE$5,823not reported in the loaded dataset2023
Tiffany MillerPLAN EMPLOYEE$5,054not reported in the loaded dataset2023

Related Form 5500 pages