How big is Board of Trustees Seafarers Vacation PLA's plan?

Board of Trustees Seafarers Vacation PLA's plan reported $59.4M in assets and 5,782 participants for 2024.

Original filing (PDF)20251014183100NAL0004718848003

Board of Trustees Seafarers Vacation PLA

Name: Board of Trustees Seafarers Vacation PLA — Form 5500 Plan 503 (2024)
Creator: Board of Trustees Seafarers Vacation PLA
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Seafarers Vacation Plan

Health & welfare plan · Board of Trustees Seafarers Vacation PLA's Seafarers Vacation Plan held $59.4M in plan assets for 5,782 participants in 2024.

Signals · 4

15% employer stock~2236 bps in Sched C feesNo recordkeeper disclosed134 service providers

Active participants

5,782

Accounts w/ balance

—

Plan assets (EOY)

$59.4M

Net assets (EOY)

$38.0M

Plan identifiers

Board of Trustees Seafarers Vacation PLA's EIN is 13-5602047.

EIN 13-5602047

Plan number 503

Plan year 2024

ACK ID 20251014183100NAL0004718848003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees Seafarers Vacation PLA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES SEAFARERS VACATION PLA.

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How this plan invests

This plan

353 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (0th percentile).

Plan sponsor

Name

BOARD OF TRUSTEES SEAFARERS VACATION PLA

EIN

all filings

Address

5201 CAPITAL GATEWAY DRIVE · CAMP SPRINGS, MD · 20746

Phone

(301) 899-0675

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

503

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

134 rows

Investments

353 direct securities· $56.8M(96% of reported assets)

Bonds / Notes

$21.1M

252 holdings

U.S. Treasuries

$17.6M

44 holdings

Common Stocks

$8.9M

42 holdings

Other securities

$8.3M

7 holdings

Structured Credit (CLO/ABS)

$426K

5 holdings

Common Collective Trusts

$369K

1 holding

Mutual Funds

$153K

2 holdings

					% of plan
Goldman Sachs Financial Square Govt Inst 4,911,549 -	Other securities	—	—	$4.9M	8.3%
United States Treas Bond N/A 10/31/2031 4.125%	U.S. Treasuries	—	$4.2M	$4.1M	6.9%
United States Treasury Note 05/15/2034 Ser C 3,413,547 -	U.S. Treasuries	—	—	$3.4M	5.7%
Goldman Sachs Financial Square Govt Inst	Other securities	—	$2.8M	$2.8M	4.6%
United States Treasury Note 00.00% 08/15/2034 2,739,180 -	U.S. Treasuries	—	—	$2.7M	4.6%
United States Treasury Bond N/A 10/31/2024 0.000%	U.S. Treasuries	—	$1.2M	$1.2M	2.0%
United States Treas Bond N/A 09/30/2024 3.625%	U.S. Treasuries	—	$1.1M	$1.0M	1.8%
United States Treas Bond N/A 11/15/2027 0.000%	U.S. Treasuries	—	$868K	$866K	1.5%
United States Treasury Bond N/A 08/15/2024 0.000%	U.S. Treasuries	—	$776K	$738K	1.2%
Alphabet Inc Cl C Common stock N/A	Common Stocks	—	$156K	$436K	0.7%
Apple Inc Common stock N/A	Common Stocks	—	$117K	$421K	0.7%
Yeti Hldgs Inc Com Common stock N/A	Common Stocks	—	$471K	$389K	0.7%
Snap On Inc Common stock N/A	Common Stocks	—	$256K	$388K	0.7%
United States Treas Bond N/A 12/31/2024 4.500%	U.S. Treasuries	—	$386K	$385K	0.6%
Cisco Sys Inc Common stock N/A	Common Stocks	—	$312K	$370K	0.6%
Ishares Tr Tr-S&P 500 Index Closed end mf - equity N/A	Common Collective Trusts	—	$250K	$369K	0.6%
Goldman Sachs Financial Square Short term investments N/A	Other securities	—	$354K	$354K	0.6%
United Terapeutics Corp Common Stock N/A	Common Stocks	—	$252K	$325K	0.5%
Paychex Inc Common stock N/A	Common Stocks	—	$278K	$321K	0.5%
Ebay Inc Common stock N/A	Common Stocks	—	$270K	$306K	0.5%
United States Treas Bond N/A 11/30/2024 4.125%	U.S. Treasuries	—	$288K	$284K	0.5%
Goldman Sachs Group Inc Common stock N/A	Common Stocks	—	$167K	$277K	0.5%
Arista Networks Inc Common stock N/A	Common Stocks	—	$81K	$269K	0.5%
Sei Investment Company Common stock N/A	Common Stocks	—	$202K	$261K	0.4%
Verizon Commns Inc Common stock N/A	Common Stocks	—	$299K	$259K	0.4%
Newmont Mng Corp Common stock N/A	Common Stocks	—	$283K	$248K	0.4%
Conocophillips Common stock N/A	Common Stocks	—	$277K	$244K	0.4%
Applied Matls Inc Common stock N/A	Common Stocks	—	$98K	$237K	0.4%
Gentex Corp Common stock N/A	Common Stocks	—	$234K	$226K	0.4%
Tobacco Settlement Auth Ia Bond N/A 06/01/2025 1.382%	Bonds / Notes	—	$225K	$222K	0.4%
Teradyne Inc Common stock N/A	Common Stocks	—	$205K	$220K	0.4%
Minnesota St Hsg Fin Agy Taxable Bond N/A 07/01/2027 5.094%	Bonds / Notes	—	$215K	$218K	0.4%
Exxon Mobil Corporation Common stock N/A	Common Stocks	—	$72K	$214K	0.4%
Adobe Sys Inc Common stock N/A	Common Stocks	—	$243K	$210K	0.4%
Medpace Hldgs Inc Common stock N/A	Common Stocks	—	$72K	$201K	0.3%
Kimberly Clark Corp Common stock N/A	Common Stocks	—	$194K	$197K	0.3%
Maine Health & Higher Edl Facs A Bond N/A 07/01/2025 1.054%	Bonds / Notes	—	$200K	$197K	0.3%
Colorado St Univ Sys Ser B Bond N/A 03/01/2026 2.155%	Bonds / Notes	—	$200K	$195K	0.3%
Deckers Outdoor Corp Common stock N/A	Common Stocks	—	$44K	$193K	0.3%
Berkshire Hathaway Inc Cl B Common stock N/A	Common Stocks	—	$81K	$188K	0.3%
Quest Diagnostics Inc Common stock N/A	Common Stocks	—	$140K	$183K	0.3%
Hologic Inc Common stock N/A	Common Stocks	—	$182K	$180K	0.3%
Kingman Ariz Excise Tax Rev Bond N/A 07/15/2025 0.946%	Bonds / Notes	—	$180K	$177K	0.3%
Nrg Energy Inc Common stock N/A	Common Stocks	—	$75K	$175K	0.3%
Graco Inc Common stock N/A	Common Stocks	—	$158K	$175K	0.3%
Check Point Software Tech Adr Foreign stock N/A	Common Stocks	—	$116K	$174K	0.3%
Iowa Fin Auth Single Family Mtg Rev Bond N/A 1/1/2028 4.474%	Bonds / Notes	—	$175K	$174K	0.3%
Monster Beverage Corp New Common stock N/A	Common Stocks	—	$137K	$168K	0.3%
Alabama St Pub Sch & College Aut Bond N/A 06/01/2026 1.155%	U.S. Treasuries	—	$175K	$168K	0.3%
Toronto Dominion Bank Foreign Bond N/A 3/6/2026 1.250%	Bonds / Notes	—	$175K	$167K	0.3%

1–50 of 353

1 / 8

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Goldman Sachs$8.5M BlackRock / iShares$528K JPMorgan$391K Morgan Stanley$330K Wells Fargo / Allspring$172K Schwab$78K Franklin Templeton$75K Northern Trust$69K

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Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASB CAPITAL MANAGEMENT LLC	80-0618452	—	—	$118K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORTUNATO A. NACCARATO	—	SYOSSET, NY	TRUSTEE	$6K	—

Other service providers

132

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEAFARERS INTL UNION AGLIW	11-1690171	—	—	$3.2M	—
RIVERBEND TECHNOLOGIES LLC	—	NEW ORLEANS, LA	—	$1.3M	—
MARGARET R BOWEN	13-5602047	—	—	$289K	—
LESLIE E TARANTOLA	13-5602047	—	—	$221K	—
URS-VRS ENTERPRISES INC.	—	FAIRFAX, VA	—	$206K	—
FIRST-CITIZENS BANK & TRUST CO	56-0223230	—	—	$202K	—
CHERICE R. ORZECHOWSKI	13-5602047	—	—	$178K	—
WALLACE L SCHMIDT	13-5602047	—	—	$177K	—
ELLEN A SILVER	13-5602047	—	—	$164K	—
JOHN M SACCO	13-5602047	—	—	$153K	—
HANKINS COMPUTER SERVICES, INC	—	MECHANICSBURG, PA	—	$132K	—
RAYMOND B LABELLA ESQ.	13-5602047	—	—	$130K	—
LEAH M COMER	13-5602047	—	—	$114K	—
SANDRA L. GUY	13-5602047	—	—	$110K	—
KRISTY L CLEMENTS	13-5602047	—	—	$105K	—
CATHERINE S. FENWICK	13-5602047	—	—	$99K	—
WEAVER AND TIDWELL, LLP	75-0786316	—	—	$99K	—
CONTESSA B. ANDERSON	13-5602047	—	—	$97K	—
FREDERICK A LONG	13-5602047	—	—	$97K	—
JAMES E COOK	13-5602047	—	—	$96K	—
LISA R. WILLIAMS	13-5602047	—	—	$95K	—
CURTIS E REEVES	13-5602047	—	—	$90K	—
NORMA J. FERGUSON-PIKE	13-5602047	—	—	$84K	—
BEVERLY GORMAN WATKINS	13-5602047	—	—	$84K	—
TRUIST BANK	56-1074313	—	—	$82K	—
CURTIS DIX JR	13-5602047	—	—	$82K	—
KERRIE E. THOMPSON	13-5602047	—	—	$82K	—
DEBORAH K. KARR	13-5602047	—	—	$81K	—
JESSICA L NORRIS	13-5602047	—	—	$80K	—
STEPHANIE M MCNULTY	13-5602047	—	—	$79K	—
FRANCISCO TORRES	13-5602047	—	—	$77K	—
BRYAN J WILLIS	13-5602047	—	—	$76K	—
BRIAN P HORTON	13-5602047	—	—	$76K	—
TIFFANY L. BLAKE	13-5602047	—	—	$75K	—
CYNTHIA L GREEN	13-5602047	—	—	$74K	—
JANE H LESCALLETT	13-5602047	—	—	$73K	—
TAMMY MARIE KILEY-BRAZEROL	13-5602047	—	—	$72K	—
SARAH BRACKETT JOHNSON	13-5602047	—	—	$70K	—
CONSTANCE D YOUNG	13-5602047	—	—	$69K	—
AGNES D. WOODLAND	13-5602047	—	—	$69K	—
JOHN M. BROW	13-5602047	—	—	$68K	—
REBECCA D. HOWE	13-5602047	—	—	$67K	—
JUAN CARLOS SANDE	13-5602047	—	—	$66K	—
TUSHIMA N. FRENZEN	13-5602047	—	—	$66K	—
JANAY M JAMES	13-5602047	—	—	$66K	—
DALTON G. ANGELES	13-5602047	—	—	$66K	—
STACY M THACKER	13-5602047	—	—	$65K	—
MINETTE S. CLARKE	13-5602047	—	—	$65K	—
ANN M. MCNEAL	13-5602047	—	—	$65K	—
JUSTIN A HARLEY	13-5602047	—	—	$64K	—
STANFORD DUBIN	13-5602047	—	—	$64K	—
SUZANNE EILEEN HILDEBRANDT	13-5602047	—	—	$64K	—
LARRY A BULL	13-5602047	—	—	$63K	—
STEPHANIE E BAKER	13-5602047	—	—	$63K	—
DEBBIE T WILLS	13-5602047	—	—	$62K	—
LATOYA M BOWIE	13-5602047	—	—	$61K	—
AMBER L. RYE	13-5602047	—	—	$61K	—
ETHAN F. FOX	13-5602047	—	—	$60K	—
MIA E. MYERS	13-5602047	—	—	$60K	—
SARAH E. THOMPSON	13-5602047	—	—	$59K	—
PAQUITA L. BROOKS	13-5602047	—	—	$57K	—
JASMIN FRANCO	13-5602047	—	—	$57K	—
ZACHARY R. CHASE	13-5602047	—	—	$57K	—
JOAN B. BOWMAN	13-5602047	—	—	$56K	—
KIMBERLY A. GREENWELL	13-5602047	—	—	$55K	—
APRIL TUCKER	13-5602047	—	—	$55K	—
ENGLA A GRAY	13-5602047	—	—	$55K	—
JORDAN R BISCARDO	13-5602047	—	—	$55K	—
THOMAS C WATTS	13-5602047	—	—	$55K	—
PAMELA J. EVANS	13-5602047	—	—	$55K	—
VICTORIA M. SACCO	13-5602047	—	—	$55K	—
ANGELA J GRIFFIN	13-5602047	—	—	$55K	—
DONALD E. RANKIN	13-5602047	—	—	$53K	—
SHARON A. THOMPSON	13-5602047	—	—	$53K	—
CHRIS H. LEEMAN	13-5602047	—	—	$52K	—
MARY B. BROWNE	13-5602047	—	—	$52K	—
AMBER L. MASON	13-5602047	—	—	$52K	—
SHELBY F. MONTGOMERY	13-5602047	—	—	$51K	—
CAROL A. STROHMEYER	13-5602047	—	—	$51K	—
DONNA L BRISCO	13-5602047	—	—	$51K	—
REBECCA R. JOHNSON	13-5602047	—	—	$50K	—
JENELL E. GANDY	13-5602047	—	—	$50K	—
MEGAN E. WATHEN	13-5602047	—	—	$50K	—
RACHEL N. CURTIS	13-5602047	—	—	$49K	—
MARK E GOLDSMITH	13-5602047	—	—	$49K	—
LORI M. CURRENCE	13-5602047	—	—	$47K	—
LAUREN R. MOXLEY	13-5602047	—	—	$46K	—
OLHA POTAPOVA	13-5602047	—	—	$45K	—
BRUCE A. WILKS JR.	13-5602047	—	—	$45K	—
SHAWN S WERFEL	13-5602047	—	—	$45K	—
ARLETTE LOLO	13-5602047	—	—	$44K	—
DARNISHA M. TOYE	13-5602047	—	—	$44K	—
MACHELLE A. TERRY-COURTNEY	13-5602047	—	—	$43K	—
ERICA M. ESCOBAR	13-5602047	—	—	$43K	—
WANDA LEE LOHEED	13-5602047	—	—	$43K	—
MICHELLE A DEMARR	13-5602047	—	—	$43K	—
JOHN G. WHITT	13-5602047	—	—	$43K	—
SYDNEY A. TOLBERT	13-5602047	—	—	$42K	—
CHRISTINE J. DAVIS	13-5602047	—	—	$41K	—
CRAIG L FLOYD	13-5602047	—	—	$41K	—
KATLYN L. GAGNON	13-5602047	—	—	$41K	—
MARKEISE D. BLOUNT	13-5602047	—	—	$41K	—
PRISCILLA M. FLETCHER	13-5602047	—	—	$40K	—
ASHLEY P. VEHRS	13-5602047	—	—	$40K	—
BRYANT M. BEST	13-5602047	—	—	$40K	—
MARY C. WILLS	13-5602047	—	—	$40K	—
MARY E. BOGGS	13-5602047	—	—	$39K	—
MADISON A. DAVIS	13-5602047	—	—	$39K	—
LUDMILA LUPANCIUC	13-5602047	—	—	$39K	—
BRITTANY R. STROHMEYER	13-5602047	—	—	$39K	—
ROCHELLE R. BLACKISTON	13-5602047	—	—	$38K	—
CARISSA T. GILES	13-5602047	—	—	$38K	—
OLIVIA M. HERBERT	13-5602047	—	—	$38K	—
JESSICA F. EVERSBERG	13-5602047	—	—	$37K	—
KELLIE A. ROWLEY	13-5602047	—	—	$37K	—
SHANISE D. DAMES	13-5602047	—	—	$37K	—
LEIGH A. KOCH-DEWITT	13-5602047	—	—	$36K	—
KIRSTEN A. EVERSBERG	13-5602047	—	—	$36K	—
KIA L. GILLARD WILLIAMS	13-5602047	—	—	$36K	—
TYSHEENA M. BRISCOE	13-5602047	—	—	$36K	—
ASHLYN N. NICHOLS	13-5602047	—	—	$35K	—
ANNA J. BUCKLER	13-5602047	—	—	$35K	—
GLORIA D. RICKS	13-5602047	—	—	$34K	—
MCKENZIE N. HUMPHREY	13-5602047	—	—	$34K	—
EZRA A. BEIEN	13-5602047	—	—	$33K	—
VIRGINIA TREVETHAN	13-5602047	—	—	$33K	—
SABRINA MARSHALL	13-5602047	—	—	$33K	—
AUTUMN L. CLEMENTS	13-5602047	—	—	$32K	—
YASHICA X. ROBINSON	13-5602047	—	—	$32K	—
MOLLY A. COLEMAN	13-5602047	—	—	$27K	—
LESLY J. ALVARADO ARGUETA	13-5602047	—	—	$27K	—
SAMANTHA R. SHAFER	13-5602047	—	—	$25K	—