Plan Snapshot
- Plan Sponsor: Board Of Trustees Seafarers Vacation Pla
- Sponsor EIN: 135602047
- Sponsor Address: 5201 CAPITAL GATEWAY DRIVE, CAMP SPRINGS, MD, 20746
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 5,782
- Total Assets: $59.4M
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 | 5,782 | $59.4M | $83.9M | $0 |
| 2023 | 5,609 | $54.3M | $77.5M | $0 |
| 2022 | 5,447 | $50.1M | $72.9M | $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 |
|---|---|---|---|---|
| SEAFARERS INTL UNION AGLIW | Other Service Provider | $3,169,493 | — | $3,169,493 |
| RIVERBEND TECHNOLOGIES LLC | Other Service Provider | $1,340,791 | — | $1,340,791 |
| MARGARET R BOWEN | Recordkeeper | $289,486 | — | $289,486 |
| LESLIE E TARANTOLA | Recordkeeper | $220,796 | — | $220,796 |
| URS-VRS ENTERPRISES INC. | Other Service Provider | $206,036 | — | $206,036 |
| FIRST-CITIZENS BANK & TRUST CO | Other Service Provider | $201,638 | — | $201,638 |
| CHERICE R. ORZECHOWSKI | Recordkeeper | $178,228 | — | $178,228 |
| WALLACE L SCHMIDT | Recordkeeper | $177,150 | — | $177,150 |
| ELLEN A SILVER | Recordkeeper | $163,958 | — | $163,958 |
| JOHN M SACCO | Recordkeeper | $152,903 | — | $152,903 |
| HANKINS COMPUTER SERVICES, INC | Other Service Provider | $132,025 | — | $132,025 |
| RAYMOND B LABELLA ESQ. | Recordkeeper | $129,652 | — | $129,652 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $117,545 | — | $117,545 |
| LEAH M COMER | Recordkeeper | $113,883 | — | $113,883 |
| SANDRA L. GUY | Recordkeeper | $110,267 | — | $110,267 |
| KRISTY L CLEMENTS | Recordkeeper | $105,094 | — | $105,094 |
| CATHERINE S. FENWICK | Recordkeeper | $99,251 | — | $99,251 |
| WEAVER AND TIDWELL, LLP | Auditor | $98,520 | — | $98,520 |
| CONTESSA B. ANDERSON | Recordkeeper | $97,204 | — | $97,204 |
| FREDERICK A LONG | Recordkeeper | $96,572 | — | $96,572 |
| JAMES E COOK | Recordkeeper | $96,347 | — | $96,347 |
| LISA R. WILLIAMS | Recordkeeper | $94,930 | — | $94,930 |
| CURTIS E REEVES | Recordkeeper | $90,438 | — | $90,438 |
| NORMA J. FERGUSON-PIKE | Recordkeeper | $84,427 | — | $84,427 |
| BEVERLY GORMAN WATKINS | Recordkeeper | $84,408 | — | $84,408 |
| TRUIST BANK | Other Service Provider | $82,172 | — | $82,172 |
| CURTIS DIX JR | Recordkeeper | $81,919 | — | $81,919 |
| KERRIE E. THOMPSON | Recordkeeper | $81,759 | — | $81,759 |
| DEBORAH K. KARR | Recordkeeper | $81,089 | — | $81,089 |
| JESSICA L NORRIS | Recordkeeper | $80,129 | — | $80,129 |
| STEPHANIE M MCNULTY | Recordkeeper | $79,204 | — | $79,204 |
| FRANCISCO TORRES | Recordkeeper | $77,043 | — | $77,043 |
| BRYAN J WILLIS | Recordkeeper | $75,948 | — | $75,948 |
| BRIAN P HORTON | Recordkeeper | $75,525 | — | $75,525 |
| TIFFANY L. BLAKE | Recordkeeper | $75,291 | — | $75,291 |
| CYNTHIA L GREEN | Recordkeeper | $74,050 | — | $74,050 |
| JANE H LESCALLETT | Recordkeeper | $72,714 | — | $72,714 |
| TAMMY MARIE KILEY-BRAZEROL | Recordkeeper | $72,442 | — | $72,442 |
| SARAH BRACKETT JOHNSON | Recordkeeper | $70,192 | — | $70,192 |
| CONSTANCE D YOUNG | Recordkeeper | $68,801 | — | $68,801 |
| AGNES D. WOODLAND | Recordkeeper | $68,671 | — | $68,671 |
| JOHN M. BROW | Recordkeeper | $67,608 | — | $67,608 |
| REBECCA D. HOWE | Recordkeeper | $67,078 | — | $67,078 |
| JUAN CARLOS SANDE | Recordkeeper | $66,203 | — | $66,203 |
| TUSHIMA N. FRENZEN | Recordkeeper | $65,977 | — | $65,977 |
| JANAY M JAMES | Recordkeeper | $65,665 | — | $65,665 |
| DALTON G. ANGELES | Recordkeeper | $65,547 | — | $65,547 |
| STACY M THACKER | Recordkeeper | $65,037 | — | $65,037 |
| MINETTE S. CLARKE | Recordkeeper | $64,876 | — | $64,876 |
| ANN M. MCNEAL | Recordkeeper | $64,789 | — | $64,789 |
| JUSTIN A HARLEY | Recordkeeper | $64,116 | — | $64,116 |
| STANFORD DUBIN | Recordkeeper | $63,971 | — | $63,971 |
| SUZANNE EILEEN HILDEBRANDT | Recordkeeper | $63,734 | — | $63,734 |
| LARRY A BULL | Recordkeeper | $63,323 | — | $63,323 |
| STEPHANIE E BAKER | Recordkeeper | $62,699 | — | $62,699 |
| DEBBIE T WILLS | Recordkeeper | $62,082 | — | $62,082 |
| LATOYA M BOWIE | Recordkeeper | $60,898 | — | $60,898 |
| AMBER L. RYE | Recordkeeper | $60,742 | — | $60,742 |
| ETHAN F. FOX | Recordkeeper | $59,971 | — | $59,971 |
| MIA E. MYERS | Recordkeeper | $59,831 | — | $59,831 |
| SARAH E. THOMPSON | Recordkeeper | $59,044 | — | $59,044 |
| PAQUITA L. BROOKS | Recordkeeper | $57,391 | — | $57,391 |
| JASMIN FRANCO | Recordkeeper | $57,281 | — | $57,281 |
| ZACHARY R. CHASE | Recordkeeper | $56,739 | — | $56,739 |
| JOAN B. BOWMAN | Recordkeeper | $56,219 | — | $56,219 |
| KIMBERLY A. GREENWELL | Recordkeeper | $55,431 | — | $55,431 |
| APRIL TUCKER | Recordkeeper | $55,266 | — | $55,266 |
| ENGLA A GRAY | Recordkeeper | $55,188 | — | $55,188 |
| JORDAN R BISCARDO | Recordkeeper | $55,188 | — | $55,188 |
| PAMELA J. EVANS | Recordkeeper | $55,188 | — | $55,188 |
| THOMAS C WATTS | Recordkeeper | $55,188 | — | $55,188 |
| VICTORIA M. SACCO | Recordkeeper | $55,095 | — | $55,095 |
| ANGELA J GRIFFIN | Recordkeeper | $54,914 | — | $54,914 |
| DONALD E. RANKIN | Recordkeeper | $53,259 | — | $53,259 |
| SHARON A. THOMPSON | Recordkeeper | $52,576 | — | $52,576 |
| CHRIS H. LEEMAN | Recordkeeper | $52,181 | — | $52,181 |
| MARY B. BROWNE | Recordkeeper | $51,687 | — | $51,687 |
| AMBER L. MASON | Recordkeeper | $51,637 | — | $51,637 |
| SHELBY F. MONTGOMERY | Recordkeeper | $51,344 | — | $51,344 |
| CAROL A. STROHMEYER | Recordkeeper | $51,140 | — | $51,140 |
| DONNA L BRISCO | Recordkeeper | $50,533 | — | $50,533 |
| REBECCA R. JOHNSON | Recordkeeper | $50,391 | — | $50,391 |
| JENELL E. GANDY | Recordkeeper | $49,904 | — | $49,904 |
| MEGAN E. WATHEN | Recordkeeper | $49,860 | — | $49,860 |
| RACHEL N. CURTIS | Recordkeeper | $49,061 | — | $49,061 |
| MARK E GOLDSMITH | Recordkeeper | $48,598 | — | $48,598 |
| LORI M. CURRENCE | Recordkeeper | $47,261 | — | $47,261 |
| LAUREN R. MOXLEY | Recordkeeper | $45,934 | — | $45,934 |
| OLHA POTAPOVA | Recordkeeper | $45,441 | — | $45,441 |
| BRUCE A. WILKS JR. | Recordkeeper | $44,926 | — | $44,926 |
| SHAWN S WERFEL | Recordkeeper | $44,674 | — | $44,674 |
| ARLETTE LOLO | Recordkeeper | $44,210 | — | $44,210 |
| DARNISHA M. TOYE | Recordkeeper | $43,756 | — | $43,756 |
| 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 |
| MICHELLE A DEMARR | Recordkeeper | $42,831 | — | $42,831 |
| JOHN G. WHITT | Recordkeeper | $42,781 | — | $42,781 |
| SYDNEY A. TOLBERT | Recordkeeper | $41,731 | — | $41,731 |
| CHRISTINE J. DAVIS | Recordkeeper | $41,498 | — | $41,498 |
| CRAIG L FLOYD | Recordkeeper | $40,950 | — | $40,950 |
| KATLYN L. GAGNON | Recordkeeper | $40,799 | — | $40,799 |
| MARKEISE D. BLOUNT | Recordkeeper | $40,604 | — | $40,604 |
| PRISCILLA M. FLETCHER | Recordkeeper | $40,204 | — | $40,204 |
| ASHLEY P. VEHRS | Recordkeeper | $39,930 | — | $39,930 |
| BRYANT M. BEST | Recordkeeper | $39,658 | — | $39,658 |
| MARY C. WILLS | Recordkeeper | $39,513 | — | $39,513 |
| MARY E. BOGGS | Recordkeeper | $39,338 | — | $39,338 |
| MADISON A. DAVIS | Recordkeeper | $38,898 | — | $38,898 |
| LUDMILA LUPANCIUC | Recordkeeper | $38,790 | — | $38,790 |
| BRITTANY R. STROHMEYER | Recordkeeper | $38,767 | — | $38,767 |
| ROCHELLE R. BLACKISTON | Recordkeeper | $38,492 | — | $38,492 |
| CARISSA T. GILES | Recordkeeper | $38,370 | — | $38,370 |
| OLIVIA M. HERBERT | Recordkeeper | $38,003 | — | $38,003 |
| JESSICA F. EVERSBERG | Recordkeeper | $37,397 | — | $37,397 |
| KELLIE A. ROWLEY | Recordkeeper | $37,072 | — | $37,072 |
| SHANISE D. DAMES | Recordkeeper | $36,802 | — | $36,802 |
| LEIGH A. KOCH-DEWITT | Recordkeeper | $36,332 | — | $36,332 |
| KIRSTEN A. EVERSBERG | Recordkeeper | $36,267 | — | $36,267 |
| KIA L. GILLARD 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 |
| GLORIA D. RICKS | Recordkeeper | $34,167 | — | $34,167 |
| MCKENZIE N. HUMPHREY | Recordkeeper | $33,986 | — | $33,986 |
| EZRA A. BEIEN | Recordkeeper | $33,486 | — | $33,486 |
| VIRGINIA TREVETHAN | Recordkeeper | $33,374 | — | $33,374 |
| SABRINA MARSHALL | Recordkeeper | $33,210 | — | $33,210 |
| AUTUMN L. CLEMENTS | Recordkeeper | $32,292 | — | $32,292 |
| YASHICA X. ROBINSON | Recordkeeper | $32,000 | — | $32,000 |
| MOLLY A. COLEMAN | Recordkeeper | $27,031 | — | $27,031 |
| LESLY J. ALVARADO ARGUETA | Recordkeeper | $26,982 | — | $26,982 |
| SAMANTHA R. SHAFER | Recordkeeper | $25,000 | — | $25,000 |
| FORTUNATO A. NACCARATO | Custodian / Trustee | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARGARET R BOWEN — Recordkeeper
- LESLIE E TARANTOLA — Recordkeeper
- CHERICE R. ORZECHOWSKI — Recordkeeper
- WALLACE L SCHMIDT — Recordkeeper
- ELLEN A SILVER — Recordkeeper
- JOHN M SACCO — Recordkeeper
- RAYMOND B LABELLA ESQ. — Recordkeeper
- LEAH M COMER — Recordkeeper
- SANDRA L. GUY — Recordkeeper
- KRISTY L CLEMENTS — Recordkeeper
- CATHERINE S. FENWICK — Recordkeeper
- WEAVER AND TIDWELL, LLP — Auditor
- CONTESSA B. ANDERSON — Recordkeeper
- FREDERICK A LONG — Recordkeeper
- JAMES E COOK — Recordkeeper
- LISA R. WILLIAMS — Recordkeeper
- CURTIS E REEVES — Recordkeeper
- NORMA J. FERGUSON-PIKE — Recordkeeper
- BEVERLY GORMAN WATKINS — Recordkeeper
- CURTIS DIX JR — Recordkeeper
- KERRIE E. THOMPSON — Recordkeeper
- DEBORAH K. KARR — Recordkeeper
- JESSICA L NORRIS — Recordkeeper
- STEPHANIE M MCNULTY — Recordkeeper
- FRANCISCO TORRES — Recordkeeper
- BRYAN J WILLIS — Recordkeeper
- BRIAN P HORTON — Recordkeeper
- TIFFANY L. BLAKE — Recordkeeper
- CYNTHIA L GREEN — Recordkeeper
- JANE H LESCALLETT — Recordkeeper
- TAMMY MARIE KILEY-BRAZEROL — Recordkeeper
- SARAH BRACKETT JOHNSON — Recordkeeper
- CONSTANCE D YOUNG — Recordkeeper
- AGNES D. WOODLAND — Recordkeeper
- JOHN M. BROW — Recordkeeper
- REBECCA D. HOWE — Recordkeeper
- JUAN CARLOS SANDE — Recordkeeper
- TUSHIMA N. FRENZEN — Recordkeeper
- JANAY M JAMES — Recordkeeper
- DALTON G. ANGELES — Recordkeeper
- STACY M THACKER — Recordkeeper
- MINETTE S. CLARKE — Recordkeeper
- ANN M. MCNEAL — Recordkeeper
- JUSTIN A HARLEY — Recordkeeper
- STANFORD DUBIN — Recordkeeper
- SUZANNE EILEEN HILDEBRANDT — Recordkeeper
- LARRY A BULL — Recordkeeper
- STEPHANIE E BAKER — Recordkeeper
- DEBBIE T WILLS — Recordkeeper
- LATOYA M BOWIE — Recordkeeper
- AMBER L. RYE — Recordkeeper
- ETHAN F. FOX — Recordkeeper
- MIA E. MYERS — Recordkeeper
- SARAH E. THOMPSON — Recordkeeper
- PAQUITA L. BROOKS — Recordkeeper
- JASMIN FRANCO — Recordkeeper
- ZACHARY R. CHASE — Recordkeeper
- JOAN B. BOWMAN — Recordkeeper
- KIMBERLY A. GREENWELL — Recordkeeper
- APRIL TUCKER — Recordkeeper
- ENGLA A GRAY — Recordkeeper
- JORDAN R BISCARDO — Recordkeeper
- PAMELA J. EVANS — Recordkeeper
- THOMAS C WATTS — Recordkeeper
- VICTORIA M. SACCO — Recordkeeper
- ANGELA J GRIFFIN — Recordkeeper
- DONALD E. RANKIN — Recordkeeper
- SHARON A. THOMPSON — Recordkeeper
- CHRIS H. LEEMAN — Recordkeeper
- MARY B. BROWNE — Recordkeeper
- AMBER L. MASON — Recordkeeper
- SHELBY F. MONTGOMERY — Recordkeeper
- CAROL A. STROHMEYER — Recordkeeper
- DONNA L BRISCO — Recordkeeper
- REBECCA R. JOHNSON — Recordkeeper
- JENELL E. GANDY — Recordkeeper
- MEGAN E. WATHEN — Recordkeeper
- RACHEL N. CURTIS — Recordkeeper
- MARK E GOLDSMITH — Recordkeeper
- LORI M. CURRENCE — Recordkeeper
- LAUREN R. MOXLEY — Recordkeeper
- OLHA POTAPOVA — Recordkeeper
- BRUCE A. WILKS JR. — Recordkeeper
- SHAWN S WERFEL — Recordkeeper
- ARLETTE LOLO — Recordkeeper
- DARNISHA M. TOYE — Recordkeeper
- MACHELLE A. TERRY-COURTNEY — Recordkeeper
- ERICA M. ESCOBAR — Recordkeeper
- WANDA LEE LOHEED — Recordkeeper
- MICHELLE A DEMARR — Recordkeeper
- JOHN G. WHITT — Recordkeeper
- SYDNEY A. TOLBERT — Recordkeeper
- CHRISTINE J. DAVIS — Recordkeeper
- CRAIG L FLOYD — Recordkeeper
- KATLYN L. GAGNON — Recordkeeper
- MARKEISE D. BLOUNT — Recordkeeper
- PRISCILLA M. FLETCHER — Recordkeeper
- ASHLEY P. VEHRS — Recordkeeper
- BRYANT M. BEST — Recordkeeper
- MARY C. WILLS — Recordkeeper
- MARY E. BOGGS — Recordkeeper
- MADISON A. DAVIS — Recordkeeper
- LUDMILA LUPANCIUC — Recordkeeper
- BRITTANY R. STROHMEYER — Recordkeeper
- ROCHELLE R. BLACKISTON — Recordkeeper
- CARISSA T. GILES — Recordkeeper
- OLIVIA M. HERBERT — Recordkeeper
- JESSICA F. EVERSBERG — Recordkeeper
- KELLIE A. ROWLEY — Recordkeeper
- SHANISE D. DAMES — Recordkeeper
- LEIGH A. KOCH-DEWITT — Recordkeeper
- KIRSTEN A. EVERSBERG — Recordkeeper
- KIA L. GILLARD WILLIAMS — Recordkeeper
- TYSHEENA M. BRISCOE — Recordkeeper
- ASHLYN N. NICHOLS — Recordkeeper
- ANNA J. BUCKLER — Recordkeeper
- GLORIA D. RICKS — Recordkeeper
- MCKENZIE N. HUMPHREY — Recordkeeper
- EZRA A. BEIEN — Recordkeeper
- VIRGINIA TREVETHAN — Recordkeeper
- SABRINA MARSHALL — Recordkeeper
- AUTUMN L. CLEMENTS — Recordkeeper
- YASHICA X. ROBINSON — Recordkeeper
- MOLLY A. COLEMAN — Recordkeeper
- LESLY J. ALVARADO ARGUETA — Recordkeeper
- SAMANTHA R. SHAFER — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,283,028
- Estimated Expense Ratio: 22.364% 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 | $8,796,749 | $125,044 | — | $115,909 | — |
| 2023 | $8,166,436 | $111,450 | — | $137,243 | — |
| 2022 | $7,484,445 | $110,868 | — | — | $111,958 |