# Masters Mates And Pilots Vacation Plan Master,Mates & Pilots Vacation Health & Welfare Plan Source: https://planprovider.pro/companies/masters-mates-and-pilots-vacation-plan-master-mates-pilots-vacation-136696936-501 > Masters Mates And Pilots Vacation Plan Master,Mates & Pilots Vacation's Health & Welfare plan: 1,006 participants, plan year 2024 financials, providers, and… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney - [KENNETH RYAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MICHAEL MCCULLOUGH](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JOSEPH GIUSTO](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DAVID ROMANO](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [PAULA PHILLIPS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SHAWNA THORNTON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ANN MARIE MCCULLOUGH](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DEBRA CAVEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MARCIA FAWTHROP](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ALFRED MANZO](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JESSICA CHADWELL](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ALICE ANDRZEJEWSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DENISE ROMANO](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [GORFINE SCHILLER & GARDYN P.A.](https://planprovider.pro/provider/gorfine-schiller-and-gardyn-pa) — Auditor - [MARY JURNEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DIANE FITZBERGER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ROMNEY PATTISON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SYDNIE BOSSOM](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CYNTHIA LAMARTINA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [RUSS BALZARINI](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MAYRA ROBLES](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KATHRYNE MCGEE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JEAN ADAMS-MENCIK](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SEAN MEAD](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [VERA BRENNAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [LISA LINDAUER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MADELINE PETRELLI](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JENNIFER KELLNER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CATHERINE GEOGHEGAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [TERRENCE SHOWERS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ELIZABETH GARY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MASHA JURNEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [LAURY JACKSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JESSICA PERKINS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CATHLEEN BRADLEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KELSEY JOHNSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DANIELLE RAU](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:** $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| ## 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 Health And Benefits Plan](https://planprovider.pro/companies/board-of-trustees-seafarers-health-and-benefits-plan-135557534-501) — 7,645 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 [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/masters-mates-and-pilots-vacation-plan-master-mates-pilots-vacation-136696936-501) © 2026 PlanProvider.Pro