# Board Of Trustees Seafarers Health And Benefits Plan Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-seafarers-health-and-benefits-plan-135557534-501 > Board Of Trustees Seafarers Health And Benefits Plan's Health & Welfare plan: 7,645 participants, plan year 2024 financials, providers, and benchmarks from F… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Seafarers Health And Benefits Plan - **Sponsor EIN:** 135557534 - **Sponsor Address:** 5201 CAPITAL GATEWAY DRIVE, CAMP SPRINGS, MD, 20746 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 7,645 - **Total Assets:** $493.0M ## 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|7,645|$493.0M|$136.6M|$363,900| | 2023|7,473|$424.2M|$128.1M|$417,800| | 2022|6,937|$357.5M|$123.9M|$458,200| ## 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| | SEAFARERS VACATION PLAN|Recordkeeper|$3,828,581|—|$3,828,581| | SEAFARERS INTL UNION AGLIW|Other Service Provider|$3,551,069|—|$3,551,069| | ASB CAPITAL MANAGEMENT LLC|Other Service Provider|$1,032,702|—|$1,032,702| | LUNDEBERG MD SEAMANSHIP SCHOOL, INC|Other Service Provider|$382,710|—|$382,710| | AMWINS RX|Other Service Provider|$204,846|—|$204,846| | WEAVER AND TIDWELL, LLP|Auditor|$139,116|—|$139,116| | PLEXIS HEALTHCARE SYSTEMS, INC|Other Service Provider|$128,126|—|$128,126| | HEALTH PORTAL SOLUTIONS|Other Service Provider|$113,946|—|$113,946| | SANDRA L. GUY|Recordkeeper|$110,267|—|$110,267| | CATHERINE S. FENWICK|Recordkeeper|$99,251|—|$99,251| | LISA R. WILLIAMS|Recordkeeper|$96,888|—|$96,888| | KERRIE E. THOMPSON|Recordkeeper|$85,719|—|$85,719| | DEBORAH K. KARR|Recordkeeper|$81,089|—|$81,089| | FRANCISCO TORRES|Recordkeeper|$77,043|—|$77,043| | OPTUM RX, INC.|Other Service Provider|$70,633|—|$70,633| | MCS LIFE INSURANCE|Other Service Provider|$69,928|—|$69,928| | AGNES D. WOODLAND|Recordkeeper|$68,671|—|$68,671| | REBECCA D. HOWE|Recordkeeper|$67,078|—|$67,078| | TUSHIMA N. FRENZEN|Recordkeeper|$65,977|—|$65,977| | MINETTE S. CLARKE|Recordkeeper|$65,563|—|$65,563| | ANN M. MCNEAL|Recordkeeper|$64,789|—|$64,789| | PAQUITA L. BROOKS|Recordkeeper|$57,391|—|$57,391| | KIMBERLY A. GREENWELL|Recordkeeper|$55,431|—|$55,431| | PAMELA J. EVANS|Recordkeeper|$55,188|—|$55,188| | SHARON A. THOMPSON|Recordkeeper|$52,866|—|$52,866| | CHRIS H. LEEMAN|Recordkeeper|$52,181|—|$52,181| | MARY B. BROWNE|Recordkeeper|$51,687|—|$51,687| | SHELBY F. MONTGOMERY|Recordkeeper|$51,344|—|$51,344| | CAROL A. STROHMEYER|Recordkeeper|$51,140|—|$51,140| | JENELL E. GANDY|Recordkeeper|$49,904|—|$49,904| | BASIL CASTROVINCI ASSOCIATES INC|Other Service Provider|$49,677|—|$49,677| | SHAWN S. WERFEL|Recordkeeper|$44,674|—|$44,674| | MACHELLE A. TERRY-COURTNEY|Recordkeeper|$43,319|—|$43,319| | ERICA M. ESCOBAR|Recordkeeper|$43,070|—|$43,070| | WANDA LEE LOHEED|Recordkeeper|$43,009|—|$43,009| | JOHN G. WHITT|Recordkeeper|$42,781|—|$42,781| | SYDNEY A. TOLBERT|Recordkeeper|$41,731|—|$41,731| | CHRISTINE J. DAVIS|Recordkeeper|$41,498|—|$41,498| | KATLYN L. GAGNON|Recordkeeper|$40,799|—|$40,799| | MARY C. WILLS|Recordkeeper|$39,513|—|$39,513| | MARY E. BOGGS|Recordkeeper|$39,338|—|$39,338| | MADISON A. DAVIS|Recordkeeper|$38,898|—|$38,898| | BRITTANY R. STROHMEYER|Recordkeeper|$38,767|—|$38,767| | ROCHELLE R. BLACKISTON|Recordkeeper|$38,492|—|$38,492| | JESSICA F. EVERSBERG|Recordkeeper|$37,397|—|$37,397| | SHANISE D. DAMES|Recordkeeper|$36,802|—|$36,802| | KIRSTEN A. EVERSBERG|Recordkeeper|$36,267|—|$36,267| | KIA L. GILLIARD WILLIAMS|Recordkeeper|$36,096|—|$36,096| | TYSHEENA M. BRISCOE|Recordkeeper|$35,711|—|$35,711| | ASHLYN N. NICHOLS|Recordkeeper|$35,372|—|$35,372| | ANNA J. BUCKLER|Recordkeeper|$35,253|—|$35,253| | ZELIS HEALTHCARE|Other Service Provider|$33,820|—|$33,820| | VIRGINIA TREVETHAN|Recordkeeper|$33,374|—|$33,374| | COMERICA BANK|Other Service Provider|$24,993|—|$24,993| | MARTIN OPPENHIEMER|Other Service Provider|$20,000|—|$20,000| | NGL GROUP LLC|Other Service Provider|—|$18,050|$18,050| | DR. MICHAEL SZKOTNICKI|Recordkeeper|$15,600|—|$15,600| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [SEAFARERS VACATION PLAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor - [SANDRA L. GUY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CATHERINE S. FENWICK](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [LISA R. WILLIAMS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KERRIE E. THOMPSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DEBORAH K. KARR](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [FRANCISCO TORRES](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [AGNES D. WOODLAND](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [REBECCA D. HOWE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [TUSHIMA N. FRENZEN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MINETTE S. CLARKE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ANN M. MCNEAL](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [PAQUITA L. BROOKS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KIMBERLY A. GREENWELL](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [PAMELA J. EVANS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SHARON A. THOMPSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CHRIS H. LEEMAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MARY B. BROWNE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SHELBY F. MONTGOMERY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CAROL A. STROHMEYER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JENELL E. GANDY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SHAWN S. WERFEL](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MACHELLE A. TERRY-COURTNEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ERICA M. ESCOBAR](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [WANDA LEE LOHEED](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JOHN G. WHITT](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SYDNEY A. TOLBERT](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CHRISTINE J. DAVIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KATLYN L. GAGNON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MARY C. WILLS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MARY E. BOGGS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MADISON A. DAVIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [BRITTANY R. STROHMEYER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ROCHELLE R. BLACKISTON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JESSICA F. EVERSBERG](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SHANISE D. DAMES](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KIRSTEN A. EVERSBERG](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KIA L. GILLIARD WILLIAMS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [TYSHEENA M. BRISCOE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ASHLYN N. NICHOLS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ANNA J. BUCKLER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [VIRGINIA TREVETHAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DR. MICHAEL SZKOTNICKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $11,865,425 - **Estimated Expense Ratio:** 2.407% 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|$17,071,091|$1,100,727|—|$139,116|—| | 2023|$15,567,478|$943,866|—|$148,536|—| | 2022|$15,092,717|$813,588|—|—|$260,395| ## Similar Plans - [Board Of Trustees Seafarers Money Purchase Pension Plan](https://planprovider.pro/companies/board-of-trustees-seafarers-money-purchase-pension-plan-plan) — 8,505 participants - [Board Of Trustees Seafarers Pension Plan](https://planprovider.pro/companies/board-of-trustees-seafarers-pension-plan-plan) — 7,295 participants - [Board Of Trustees Seafarers Vacation Pla](https://planprovider.pro/companies/board-of-trustees-seafarers-vacation-pla-135602047-503) — 5,782 participants - [Mm&P Health & Benefit Fund Health And Benefit Plan](https://planprovider.pro/companies/mm-p-health-benefit-fund-health-and-benefit-plan-136696938-501) — 3,874 participants - [Board Of Trustees, Meba Pension Trust-Money Purchase Benefit](https://planprovider.pro/companies/board-of-trustees-meba-pension-trust-money-purchase-benefit-plan) — 3,090 participants - [Board Of Trustees, Meba Pension Trust-Defined Benefit Plan](https://planprovider.pro/companies/board-of-trustees-meba-pension-trust-defined-benefit-plan-plan) — 2,436 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-seafarers-health-and-benefits-plan-135557534-501) © 2026 PlanProvider.Pro