# Board Of Trustees Seafarers Officers And Employees Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-seafarers-officers-and-employees-pension-plan-plan-333

> Board Of Trustees Seafarers Officers And Employees Pension Plan's DB plan: 399 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Seafarers Officers And Employees Pension Plan

- **Sponsor EIN:** 116138267

- **Sponsor Address:** 5201 CAPITAL GATEWAY DRIVE, CAMP SPRINGS, MD, 207464447

- **Plan Type:** DB

- **Total Participants:** 399

- **Total Assets:** $278.9M

## 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|399|$278.9M|$10.4M|$0|

| 2023|416|$250.9M|$10.4M|$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|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$925,951|—|$925,951|

| PLAN EMPLOYEE|Other Service Provider|$190,100|—|$190,100|

| BASIL CASTROVINCI ASSOCIATES INC|Other Service Provider|$67,788|—|$67,788|

| ASB CAPITAL MANAGEMENT LLC|Other Service Provider|$62,990|—|$62,990|

| WEAVER AND TIDWELL, L.L.P.|Other Service Provider|$24,000|—|$24,000|

| ATALANTA SOSNOFF CAPITAL|Other Service Provider|$21,151|—|$21,151|

| SEAFARERS VACATION PLAN|Other Service Provider|$14,069|—|$14,069|

| QUAN-VEST CONSULTANTS, INC.|Other Service Provider|$13,750|—|$13,750|

| COMERICA BANK|Other Service Provider|$13,428|—|$13,428|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Other Service Provider

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Other Service Provider

- [SEAFARERS VACATION PLAN](https://planprovider.pro/provider/john-hancock) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,333,227

- **Estimated Expense Ratio:** 0.478% 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|$1,603,589|$1,212,805|—|$24,000|—|

| 2023|$1,508,589|$1,125,656|—|$24,000|—|

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