# Board Of Trustees Of The Masters Mates &amp; Pilots Adjustable Pension Pla DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-masters-mates-pilots-adjustable-pension-pla-plan

> Board Of Trustees Of The Masters Mates &amp; Pilots Adjustable Pension Pla&#39;s DB plan: 953 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla

- **Sponsor EIN:** 371719247

- **Sponsor Address:** 700 MARITIME BOULEVARD, SUITE A, LINTHICUM HEIGHTS, MD, 210901996

- **Plan Type:** DB

- **Total Participants:** 953

- **Total Assets:** $102.9M

## 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|953|$102.9M|$9.5M|$0|

| 2023|919|$89.6M|$9.0M|$0|

| 2022|893|$75.0M|$8.4M|$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|

| THE SEGAL COMPANY|NONE|$85,040|—|$85,040|

| SLEVIN & HART P.C.|NONE|$66,999|—|$66,999|

| AMERICAN REALTY ADVISORS|NONE|$59,760|—|$59,760|

| IOMM&P|SPONSORING UNION|$46,992|—|$46,992|

| IFM INVESTORS PTY LTD.|NONE|—|$44,206|$44,206|

| LOOMIS SAYLES TRUST COMPANY|NONE|$43,557|—|$43,557|

| GORFINE, SCHILLER & GARDYN PA|NONE|$25,799|—|$25,799|

| MARINER INSTITUTIONAL LLC|NONE|$25,000|—|$25,000|

| PATRICK MCCULLOUGH|EMPLOYEE|$16,957|—|$16,957|

| THE NORTHERN TRUST COMPANY|NONE|$16,550|—|$16,550|

| KEN RYAN|EMPLOYEE|$13,665|—|$13,665|

| NORTHERN TRUST ASSET MANAGEMENT|NONE|$12,226|—|$12,226|

| MICHAEL MCCULLOUGH|EMPLOYEE|$10,322|—|$10,322|

| B.I.C.C|NONE|$10,175|—|$10,175|

| JOSEPH GIUSTO|EMPLOYEE|$8,542|—|$8,542|

| DAVID ROMANO|EMPLOYEE|$8,236|—|$8,236|

| PAULA PHILLIPS|EMPLOYEE|$8,003|—|$8,003|

| SHAWNA THORNTON|EMPLOYEE|$7,723|—|$7,723|

| ANN MARIE MCCULLOUGH|EMPLOYEE|$7,145|—|$7,145|

| DEBRA CAVEY|EMPLOYEE|$6,347|—|$6,347|

| MARCIA FAWTHROP|EMPLOYEE|$6,163|—|$6,163|

| ALFRED MANZO|EMPLOYEE|$5,875|—|$5,875|

| JESSICA CHADWELL|EMPLOYEE|$5,493|—|$5,493|

| ALICE ANDRZEJEWSKI|EMPLOYEE|$5,184|—|$5,184|

| INVESTMENT PERFORMANCE SERVICES LLC|NONE|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SLEVIN & HART P.C.](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

- [KEN 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 MARIE 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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $550,959

- **Estimated Expense Ratio:** 0.535% 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|$746,496|$162,093|—|$25,799|—|

| 2023|$669,796|$153,451|—|$19,000|—|

| 2022|$649,501|$163,797|—|—|$131,826|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-masters-mates-pilots-adjustable-pension-pla-plan)

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