Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Masters, Mates & Pilots Pension Plan
- Sponsor EIN: 136372630
- Sponsor Address: 700 MARITIME BOULEVARD, SUITE A, LINTHICUM HEIGHTS, MD, 210901996
- Plan Type: DB
- Total Participants: 644
- Total Assets: $328.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 644 | $328.5M | $13.1M | $0 |
| 2023 | 640 | $332.2M | $12.6M | $0 |
| 2022 | 655 | $336.3M | $12.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MARINER INSTITUTIONAL LLC | Other Service Provider | $275,000 | — | $275,000 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $271,270 | — | $271,270 |
| IFM INVESTORS PTY LTD. | Other Service Provider | — | $265,237 | $265,237 |
| THE SEGAL COMPANY | Other Service Provider | $136,723 | — | $136,723 |
| SLEVIN & HART | ERISA Attorney | $132,826 | — | $132,826 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $52,284 | — | $52,284 |
| NORTHEN TRUST ASSET MANAGEMENT | Other Service Provider | $47,862 | — | $47,862 |
| GORFINE SCHILLER & GARDYN PA | Auditor | $45,000 | — | $45,000 |
| IOMM&P | Other Service Provider | $42,446 | — | $42,446 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $42,184 | — | $42,184 |
| PATRICK MCCULLOUGH | Recordkeeper | $28,779 | — | $28,779 |
| KENNETH RYAN | Recordkeeper | $23,192 | — | $23,192 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $22,500 | — | $22,500 |
| MICHAEL MCCULLOUGH | Recordkeeper | $17,519 | — | $17,519 |
| JOSEPH GIUSTO | Recordkeeper | $14,498 | — | $14,498 |
| DAVID ROMANO | Recordkeeper | $13,978 | — | $13,978 |
| PAULA PHILLIPS | Recordkeeper | $13,582 | — | $13,582 |
| SHAWNA THORNTON | Recordkeeper | $13,107 | — | $13,107 |
| ANN MCCULLOUGH | Recordkeeper | $12,127 | — | $12,127 |
| DEBRA CAVEY | Recordkeeper | $10,773 | — | $10,773 |
| MARCIA FAWTHROP | Recordkeeper | $10,459 | — | $10,459 |
| ALFRED MANZO | Recordkeeper | $9,970 | — | $9,970 |
| JESSICA CHADWELL | Recordkeeper | $9,322 | — | $9,322 |
| JACK FINZ | Other Service Provider | $8,926 | — | $8,926 |
| ALICE ANDRZEJEWSKI | Recordkeeper | $8,799 | — | $8,799 |
| DENISE ROMANO | Recordkeeper | $8,463 | — | $8,463 |
| MARY JURNEY | Recordkeeper | $7,539 | — | $7,539 |
| DIANE FITZBERGER | Recordkeeper | $7,474 | — | $7,474 |
| ROMNEY PATTISON | Recordkeeper | $7,392 | — | $7,392 |
| SYDNIE BOSSOM | Recordkeeper | $7,354 | — | $7,354 |
| CYNTHIA LAMARTINA | Recordkeeper | $7,049 | — | $7,049 |
| RUSS BALZARINI | Recordkeeper | $7,039 | — | $7,039 |
| MAYRA ROBLES | Recordkeeper | $6,878 | — | $6,878 |
| KATHRYNE MCGEE | Recordkeeper | $6,868 | — | $6,868 |
| JEAN ADAMS-MENCIK | Recordkeeper | $6,739 | — | $6,739 |
| SEAN MEAD | Recordkeeper | $6,587 | — | $6,587 |
| VERA BRENNAN | Recordkeeper | $6,554 | — | $6,554 |
| BICC | Other Service Provider | $6,178 | — | $6,178 |
| LISA LINDAUER | Recordkeeper | $6,031 | — | $6,031 |
| MADELINE PETRELLI | Recordkeeper | $5,968 | — | $5,968 |
| JENNIFER KELLNER | Recordkeeper | $5,935 | — | $5,935 |
| CATHERINE GEOGHEGAN | Recordkeeper | $5,421 | — | $5,421 |
| TERRENCE SHOWERS | Recordkeeper | $5,382 | — | $5,382 |
| ELIZABETH GARY | Recordkeeper | $5,299 | — | $5,299 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART — ERISA Attorney
- GORFINE SCHILLER & GARDYN PA — Auditor
- PATRICK MCCULLOUGH — Recordkeeper
- KENNETH RYAN — Recordkeeper
- MICHAEL MCCULLOUGH — Recordkeeper
- JOSEPH GIUSTO — Recordkeeper
- DAVID ROMANO — Recordkeeper
- PAULA PHILLIPS — Recordkeeper
- SHAWNA THORNTON — Recordkeeper
- ANN MCCULLOUGH — Recordkeeper
- DEBRA CAVEY — Recordkeeper
- MARCIA FAWTHROP — Recordkeeper
- ALFRED MANZO — Recordkeeper
- JESSICA CHADWELL — Recordkeeper
- ALICE ANDRZEJEWSKI — Recordkeeper
- DENISE ROMANO — Recordkeeper
- MARY JURNEY — Recordkeeper
- DIANE FITZBERGER — Recordkeeper
- ROMNEY PATTISON — Recordkeeper
- SYDNIE BOSSOM — Recordkeeper
- CYNTHIA LAMARTINA — Recordkeeper
- RUSS BALZARINI — Recordkeeper
- MAYRA ROBLES — Recordkeeper
- KATHRYNE MCGEE — Recordkeeper
- JEAN ADAMS-MENCIK — Recordkeeper
- SEAN MEAD — Recordkeeper
- VERA BRENNAN — Recordkeeper
- LISA LINDAUER — Recordkeeper
- MADELINE PETRELLI — Recordkeeper
- JENNIFER KELLNER — Recordkeeper
- CATHERINE GEOGHEGAN — Recordkeeper
- TERRENCE SHOWERS — Recordkeeper
- ELIZABETH GARY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,654,513
- Estimated Expense Ratio: 0.504% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,835,531 | $711,101 | — | $45,000 | — |
| 2023 | $2,146,328 | $1,063,864 | — | $48,000 | — |
| 2022 | $2,101,357 | $956,540 | — | — | $279,438 |