Seafarers Pension Plan
Sponsored by Board Of Trustees Seafarers Pension Plan · EIN 136100329 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 7,295
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Seafarers Vacation Plan | Recordkeeping, Direct payment from the plan | $4,908,734 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $2,105,452 |
| Seafarers Intl Union Agliw | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $783,035 |
| Atalanta Sosnoff Capital | Direct payment from the plan, Investment management, Investment management fees (direct) | $756,331 |
| Jp Morgan Chase Bank, N.A. | Investment management, Investment advisory (plan), Trustee (discretionary) | $549,413 |
| Asb Capital Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $520,792 |
| Wells Fargo Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $288,974 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses, Shareholder servicing fees | $237,410 |
| Quan Vest Consultants, Inc. | Investment advisory (plan), Direct payment from the plan | $214,992 |
| Weaver And Tidwell, Llp | Accounting, Direct payment from the plan | $153,040 |
| Sei Trust Company | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $136,430 |
| Basil Castrovinci Associates Inc | Direct payment from the plan | $129,600 |
| My Cleaning Service | Other services, Direct payment from the plan | $68,918 |
| Truist Bank | Account maintenance fees, Other services, Direct payment from the plan | $63,453 |
| Audrey F. Feffer | Employee (plan), Direct payment from the plan | $57,225 |
| Guardian Fire Protection Serv | Other services, Direct payment from the plan | $16,078 |
| Fpv & Galindez Psc | Accounting, Direct payment from the plan | $15,462 |
| J.E.Richard, Inc. | Other services, Direct payment from the plan | $9,625 |
| Emr | Other services, Direct payment from the plan | $8,629 |
| Lexisnexis Risk Solutions Fl Inc | Other services, Direct payment from the plan | $6,270 |