DFX Intelligence

3 more advisers, 11 more managers, 21 more commitments and 6 more dated events

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Seafarers Pension Plan

Taft-Hartley plan· Camp Springs, Maryland

Taft-Hartley plan, based in Camp Springs, Maryland, reporting $2.1B in assets, for 16,490 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $2.1B
Funded ratio: 148.3%
Fund commitments: 14
Managers: 3

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Commitments (14)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Seafarers Pension Plan no longer reports Comerica Short-Term Fund (Comerica Bank) (last held $32,101 at 2023-12-31; absent from the 2024-12-31 filing).

Capital path

who backs this record, through what, into what; each name opens its own path

Seafarers Pension Plan

Funds committed to

Mackay Shields Collective Investmen3 commitments
Afl-Cio Building Investment Trust3 commitments
Afl-Cio Housing Investment Trust3 commitments

All 14

Managers

Mackay Shields3 commitments
Great Gray Trust Company3 commitments
Afl-Cio Housing Inv3 commitments

All 14

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$2.1B

Total assets, Dec 31, 2024 reported

Funded

148.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: Board of Trustees Seafarers Pension Plan

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.1%
Corporate debt instruments (preferred) 2.7%
U.S. Government securities 14.8%
Other investments 7.1%
Common/collective trusts 34.1%
Registered investment companies 12.3%
Common stock 27.8%
Real estate (other than employer real property) 0.9%

Consultants and advisers

6 firms

Quan Vest Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
Morgan Stanley Smith Barney Investment adviser (plan)through Dec 31, 2022 Form 5500
Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2022 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

14 managers on the commitment tape

From the plan’s own commitment disclosures

Mackay Shields3 rows, latest Dec 31, 2024
Great Gray Trust Company3 rows, latest Dec 31, 2024
Afl-Cio Housing Inv3 rows, latest Dec 31, 2024

+11 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Goldman Sachs Asset Management, L.P.plan years
Invesco Trust Companyplan years
Mackay Shieldsplan years

+3 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

11 events

Dec 31, 2024Holding endedinference
Seafarers Pension Plan no longer reports Comerica Short-Term Fund (Comerica Bank) (last held $32,101 at 2023-12-31; absent from the 2024-12-31 filing)
with Comerica Bankaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Seafarers Pension Plan no longer reports Intech Instituional Enhanced (Sei) (last held $51M at 2023-12-31; absent from the 2024-12-31 filing)
with Seiaskebsa.dol.gov
Jan 1, 2024Funded status changed
Seafarers Pension Plan funded ratio 142.9% -> 148.3% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding started
Seafarers Pension Plan first reports an interest in ASB Allegiance Real Estate Fund (Chevy Chase Trust): $75M at 2023-12-31
with Chevy Chase Trustaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Seafarers Pension Plan no longer reports Goldman Sachs Financial Square (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
with Goldman Sachs Financial Squareaskebsa.dol.gov

+6 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

24 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Mackay Shields Collective Investmencollective trust	Mackay Shields	Pooled vehicles	$167M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Afl-Cio Building Investment Trustcollective trust	Great Gray Trust Company	Pooled vehicles	$48.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Afl-Cio Housing Investment Trustcollective trust	Afl-Cio Housing Inv	Pooled vehicles	$40.0M held	Disclosed holding	askebsa.dol.gov

+21 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

30 readings

Total assets

$2.1B Dec 31, 2024 reported Form 5500

$1.9B (2023-12) · $1.8B (2022-12)

Plan assets

$1.9B Jan 1, 2024 reported Form 5500

$1.8B (2023-01) · $2.1B (2022-01)

Net assets

$2.1B Dec 31, 2024 reported Form 5500

$1.9B (2023-12) · $1.8B (2022-12)

Funded ratio

148.3% Jan 1, 2024 reported Form 5500

142.9% (2023-01) · 167.7% (2022-01)

Participants

16,490 Jan 1, 2024 reported Form 5500

17,714 (2023-01) · 18,516 (2022-01)

Contributions

$13.1M Dec 31, 2024 reported Form 5500

$11.9M (2023-12) · $11.3M (2022-12)

Benefits paid

$78.6M Dec 31, 2024 reported Form 5500

$87.1M (2023-12) · $64.5M (2022-12)

Net investment income

$158M Dec 31, 2024 reported Form 5500

$114M (2023-12) · -$358M (2022-12)

Investment management fees

$4.6M Dec 31, 2024 reported Form 5500

$4.9M (2023-12) · $5.2M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	16,490	Not disclosed	Not disclosed	n/a	$2.1B	Not disclosed	Not disclosed	$17.5M
2023 to Dec 31, 2023	17,714	Not disclosed	Not disclosed	n/a	$1.9B	Not disclosed	Not disclosed	$17.3M
2022 to Dec 31, 2022	18,516	Not disclosed	Not disclosed	n/a	$1.8B	Not disclosed	Not disclosed	$17.3M

Service providers and investment entities as filed (Schedule C and D, latest year first)

Seafarers Vacation Plan codes 15 50 $4.9M PY2024
Morgan Stanley Smith Barney LLC codes 27 33 50 71 72 $2.1M PY2024
Seafarers Intl Union Agliw codes 15 50 64 $783,035 PY2024

+116 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: EIN-PN 136100329-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

Seafarers Pension Plan sits on 12 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 12 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

15 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+12 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+13 connections on the graph

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