Plan Snapshot
- Plan Sponsor: Masters Mates And Pilots Vacation Plan Master,Mates & Pilots Vacation
- Sponsor EIN: 136696936
- Sponsor Address: 700 MARITIME BLVD., SUITE A, LINTHICUM HEIGHTS, MD, 210901996
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,006
- Total Assets: $14.3M
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 | 1,006 | $14.3M | $44.0M | $0 |
| 2023 | 988 | $13.0M | $41.2M | $0 |
| 2022 | 948 | $11.7M | $37.4M | $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 |
|---|---|---|---|---|
| IOMM&P | Other Service Provider | $457,549 | — | $457,549 |
| PATRICK MCCULLOUGH | Recordkeeper | $45,846 | — | $45,846 |
| SLEVIN & HART | ERISA Attorney | $41,356 | — | $41,356 |
| KENNETH RYAN | Recordkeeper | $36,946 | — | $36,946 |
| MICHAEL MCCULLOUGH | Recordkeeper | $27,908 | — | $27,908 |
| JOSEPH GIUSTO | Recordkeeper | $23,096 | — | $23,096 |
| DAVID ROMANO | Recordkeeper | $22,269 | — | $22,269 |
| PAULA PHILLIPS | Recordkeeper | $21,637 | — | $21,637 |
| SHAWNA THORNTON | Recordkeeper | $20,880 | — | $20,880 |
| ANN MARIE MCCULLOUGH | Recordkeeper | $19,319 | — | $19,319 |
| BICC | Other Service Provider | $17,204 | — | $17,204 |
| DEBRA CAVEY | Recordkeeper | $17,162 | — | $17,162 |
| THE SEGAL COMPANY | Other Service Provider | $16,883 | — | $16,883 |
| MARCIA FAWTHROP | Recordkeeper | $16,662 | — | $16,662 |
| ALFRED MANZO | Recordkeeper | $15,883 | — | $15,883 |
| JESSICA CHADWELL | Recordkeeper | $14,850 | — | $14,850 |
| ALICE ANDRZEJEWSKI | Recordkeeper | $14,017 | — | $14,017 |
| DENISE ROMANO | Recordkeeper | $13,482 | — | $13,482 |
| GORFINE SCHILLER & GARDYN P.A. | Auditor | $12,500 | — | $12,500 |
| MARY JURNEY | Recordkeeper | $12,010 | — | $12,010 |
| DIANE FITZBERGER | Recordkeeper | $11,906 | — | $11,906 |
| ROMNEY PATTISON | Recordkeeper | $11,776 | — | $11,776 |
| SYDNIE BOSSOM | Recordkeeper | $11,715 | — | $11,715 |
| CYNTHIA LAMARTINA | Recordkeeper | $11,230 | — | $11,230 |
| RUSS BALZARINI | Recordkeeper | $11,214 | — | $11,214 |
| MAYRA ROBLES | Recordkeeper | $10,957 | — | $10,957 |
| KATHRYNE MCGEE | Recordkeeper | $10,942 | — | $10,942 |
| JEAN ADAMS-MENCIK | Recordkeeper | $10,736 | — | $10,736 |
| SEAN MEAD | Recordkeeper | $10,493 | — | $10,493 |
| VERA BRENNAN | Recordkeeper | $10,441 | — | $10,441 |
| LISA LINDAUER | Recordkeeper | $9,608 | — | $9,608 |
| MADELINE PETRELLI | Recordkeeper | $9,508 | — | $9,508 |
| JENNIFER KELLNER | Recordkeeper | $9,455 | — | $9,455 |
| CATHERINE GEOGHEGAN | Recordkeeper | $8,636 | — | $8,636 |
| TERRENCE SHOWERS | Recordkeeper | $8,573 | — | $8,573 |
| ELIZABETH GARY | Recordkeeper | $8,441 | — | $8,441 |
| MASHA JURNEY | Recordkeeper | $7,861 | — | $7,861 |
| LAURY JACKSON | Recordkeeper | $7,375 | — | $7,375 |
| JESSICA PERKINS | Recordkeeper | $6,556 | — | $6,556 |
| CATHLEEN BRADLEY | Recordkeeper | $5,991 | — | $5,991 |
| KELSEY JOHNSON | Recordkeeper | $5,898 | — | $5,898 |
| DANIELLE RAU | Recordkeeper | $5,257 | — | $5,257 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PATRICK MCCULLOUGH — Recordkeeper
- SLEVIN & HART — ERISA Attorney
- KENNETH RYAN — Recordkeeper
- MICHAEL MCCULLOUGH — Recordkeeper
- JOSEPH GIUSTO — Recordkeeper
- DAVID ROMANO — Recordkeeper
- PAULA PHILLIPS — Recordkeeper
- SHAWNA THORNTON — Recordkeeper
- ANN MARIE MCCULLOUGH — Recordkeeper
- DEBRA CAVEY — Recordkeeper
- MARCIA FAWTHROP — Recordkeeper
- ALFRED MANZO — Recordkeeper
- JESSICA CHADWELL — Recordkeeper
- ALICE ANDRZEJEWSKI — Recordkeeper
- DENISE ROMANO — Recordkeeper
- GORFINE SCHILLER & GARDYN P.A. — Auditor
- MARY JURNEY — Recordkeeper
- DIANE FITZBERGER — Recordkeeper
- ROMNEY PATTISON — Recordkeeper
- SYDNIE BOSSOM — Recordkeeper
- CYNTHIA LAMARTINA — Recordkeeper
- RUSS BALZARINI — Recordkeeper
- MAYRA ROBLES — Recordkeeper
- KATHRYNE MCGEE — Recordkeeper
- JEAN ADAMS-MENCIK — Recordkeeper
- SEAN MEAD — Recordkeeper
- VERA BRENNAN — Recordkeeper
- LISA LINDAUER — Recordkeeper
- MADELINE PETRELLI — Recordkeeper
- JENNIFER KELLNER — Recordkeeper
- CATHERINE GEOGHEGAN — Recordkeeper
- TERRENCE SHOWERS — Recordkeeper
- ELIZABETH GARY — Recordkeeper
- MASHA JURNEY — Recordkeeper
- LAURY JACKSON — Recordkeeper
- JESSICA PERKINS — Recordkeeper
- CATHLEEN BRADLEY — Recordkeeper
- KELSEY JOHNSON — Recordkeeper
- DANIELLE RAU — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,072,028
- Estimated Expense Ratio: 7.487% 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 | $1,293,366 | $1,670 | — | $12,500 | — |
| 2023 | $1,256,477 | $1,670 | — | $10,000 | — |
| 2022 | $1,167,945 | $1,660 | — | — | $30,270 |