# Board Of Trustees Of Masters, Mates & Pilots Pension Plan DB Plan Source: https://planprovider.pro/companies/board-of-trustees-of-masters-mates-pilots-pension-plan-plan > Board Of Trustees Of Masters, Mates & Pilots Pension Plan's DB plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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|NONE|$275,000|—|$275,000| | AMERICAN REALTY ADVISORS|NONE|$271,270|—|$271,270| | IFM INVESTORS PTY LTD.|NONE|—|$265,237|$265,237| | THE SEGAL COMPANY|NONE|$136,723|—|$136,723| | SLEVIN & HART|NONE|$132,826|—|$132,826| | LOOMIS SAYLES TRUST COMPANY|NONE|$52,284|—|$52,284| | NORTHEN TRUST ASSET MANAGEMENT|NONE|$47,862|—|$47,862| | GORFINE SCHILLER & GARDYN PA|NONE|$45,000|—|$45,000| | IOMM&P|SPONSORING UNION|$42,446|—|$42,446| | THE NORTHERN TRUST COMPANY|NONE|$42,184|—|$42,184| | PATRICK MCCULLOUGH|EMPLOYEE|$28,779|—|$28,779| | KENNETH RYAN|EMPLOYEE|$23,192|—|$23,192| | INVESTMENT PERFORMANCE SERVICES LLC|NONE|$22,500|—|$22,500| | MICHAEL MCCULLOUGH|EMPLOYEE|$17,519|—|$17,519| | JOSEPH GIUSTO|EMPLOYEE|$14,498|—|$14,498| | DAVID ROMANO|EMPLOYEE|$13,978|—|$13,978| | PAULA PHILLIPS|EMPLOYEE|$13,582|—|$13,582| | SHAWNA THORNTON|EMPLOYEE|$13,107|—|$13,107| | ANN MCCULLOUGH|EMPLOYEE|$12,127|—|$12,127| | DEBRA CAVEY|EMPLOYEE|$10,773|—|$10,773| | MARCIA FAWTHROP|EMPLOYEE|$10,459|—|$10,459| | ALFRED MANZO|EMPLOYEE|$9,970|—|$9,970| | JESSICA CHADWELL|EMPLOYEE|$9,322|—|$9,322| | JACK FINZ|NONE|$8,926|—|$8,926| | ALICE ANDRZEJEWSKI|EMPLOYEE|$8,799|—|$8,799| | DENISE ROMANO|EMPLOYEE|$8,463|—|$8,463| | MARY JURNEY|EMPLOYEE|$7,539|—|$7,539| | DIANE FITZBERGER|EMPLOYEE|$7,474|—|$7,474| | ROMNEY PATTISON|EMPLOYEE|$7,392|—|$7,392| | SYDNIE BOSSOM|EMPLOYEE|$7,354|—|$7,354| | CYNTHIA LAMARTINA|EMPLOYEE|$7,049|—|$7,049| | RUSS BALZARINI|EMPLOYEE|$7,039|—|$7,039| | MAYRA ROBLES|EMPLOYEE|$6,878|—|$6,878| | KATHRYNE MCGEE|EMPLOYEE|$6,868|—|$6,868| | JEAN ADAMS-MENCIK|EMPLOYEE|$6,739|—|$6,739| | SEAN MEAD|EMPLOYEE|$6,587|—|$6,587| | VERA BRENNAN|EMPLOYEE|$6,554|—|$6,554| | BICC|NONE|$6,178|—|$6,178| | LISA LINDAUER|EMPLOYEE|$6,031|—|$6,031| | MADELINE PETRELLI|EMPLOYEE|$5,968|—|$5,968| | JENNIFER KELLNER|EMPLOYEE|$5,935|—|$5,935| | CATHERINE GEOGHEGAN|EMPLOYEE|$5,421|—|$5,421| | TERRENCE SHOWERS|EMPLOYEE|$5,382|—|$5,382| | ELIZABETH GARY|EMPLOYEE|$5,299|—|$5,299| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — NONE - [GORFINE SCHILLER & GARDYN PA](https://planprovider.pro/provider/gorfine-schiller-and-gardyn-pa) — NONE - [PATRICK MCCULLOUGH](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [KENNETH RYAN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [MICHAEL MCCULLOUGH](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [JOSEPH GIUSTO](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [DAVID ROMANO](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [PAULA PHILLIPS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [SHAWNA THORNTON](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [ANN MCCULLOUGH](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [DEBRA CAVEY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [MARCIA FAWTHROP](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [ALFRED MANZO](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [JESSICA CHADWELL](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [ALICE ANDRZEJEWSKI](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [DENISE ROMANO](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [MARY JURNEY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [DIANE FITZBERGER](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [ROMNEY PATTISON](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [SYDNIE BOSSOM](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [CYNTHIA LAMARTINA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [RUSS BALZARINI](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [MAYRA ROBLES](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [KATHRYNE MCGEE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [JEAN ADAMS-MENCIK](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [SEAN MEAD](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [VERA BRENNAN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [LISA LINDAUER](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [MADELINE PETRELLI](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [JENNIFER KELLNER](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [CATHERINE GEOGHEGAN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [TERRENCE SHOWERS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE - [ELIZABETH GARY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE ## 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| ## Similar Plans - 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