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Original filing (PDF)20231201134525NAL0025697730002
BOARD OF TRUSTEES SEAFARERS OFFICERS AND EMPLOYEES PENSION PLAN
Form 5500
FILING_RECEIVED
SEAFARERS OFFICERS AND EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 3
Late filing · 0.5 moNo recordkeeper disclosed11 service providers
Active participants
400
Accounts w/ balance
—
Plan assets (EOY)
$232.1M
Net assets (EOY)
$231.9M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- 56 bps in Schedule C fees — 459% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES SEAFARERS OFFICERS AND EMPLOYEES PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES SEAFARERS OFFICERS AND EMPLOYEES PENSION PLAN
EIN
11-2401856
Address
5201 CAPITAL GATEWAY DRIVE · CAMP SPRINGS, MD · 207464447
Phone
(301) 899-0675
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-12-01
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BUCHBINDER TUNICK & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | — | $819K | — |
| ASB CAPITAL MANAGEMENT LLC | 80-0618452 | — | — | $148K | — |
| PLAN EMPLOYEE | 11-2401856 | — | — | $93K | — |
| PLAN EMPLOYEE | 11-2401856 | — | — | $76K | — |
| BASIL CASTROVINCI ASSOCIATES INC | 13-2831500 | — | — | $68K | — |
| ATALANTA SOSNOFF CAPITAL | 20-0461050 | — | — | $30K | — |
| QUAN-VEST CONSULTANTS, INC. | 11-2259669 | — | — | $14K | — |
| PRUDENTIAL INSURANCE CO. | 22-1211670 | — | — | $14K | — |
| COMERICA BANK | 42-1741646 | — | — | $13K | — |
| SEAFARERS VACATION PLAN | 13-5602047 | — | — | $13K | — |
| BUCHBINDER TUNICK & CO LLP | 13-1578842 | — | — | $12K | — |
Investments
4 pooled funds· $45.2M(19% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$31.0M
3 holdings
Pooled Separate Account
$14.2M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $15.2M | 6.5% |
| PGIM QUANT SOLUTIONS W5000 IND PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 008 | Pooled Separate Account | $14.2M | 6.1% |
| AFL-CIO BUILDING INVESTMENT TRUST ASSOCIATION AS TRUSTEE · EIN 52-6328901 / PN 001 | Common Collective Trust | $13.3M | 5.7% |
| COMERICA SHORT-TERM FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-7305132 / PN 001 | Common Collective Trust | $2.5M | 1.1% |