2024-11-14T05:41:15-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2023-01-01 135590515 MEBA MEDICAL AND BENEFITS PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 ADAM VOKAC TRUSTEE TRUSTEE 4105479111 2024-11-13 1 0 GARY T BRUNICK JR P01715767 2402001400 2023 2024-10-15 13:58:12Z ADAM VOKAC 1007 EASTERN AVE BALTIMORE MD 212024345 126843412 0 X WWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEW X 1950 MD TO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 12 0 62 22 0 0 0 0 36643532 38974375 110439 1588827 4285365 4226742 41039336 44789944 0 0 34236608 34459449 6166673 5895167 0 0 0 2068678 1795616 42471959 42150232 -1432623 2639712 79849396 89622179 1835445 3463544 78013951 86158635 TO PROVIDE MEDICAL, DEATH AND DISMEMBERMENT, DENTAL, OPTICAL, ANNUAL DIAGNOSTIC EXAMS, DISABILITY, HEARING AIDS, WAGE INSURANCE, LEGAL AID AND CERTAIN OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 PROVIDED MEDICAL BENEFITS TO APPROXIMATELY 3,200 ACTIVE AND RETIRED PARTICIPANTS. PROVIDED FOR THE OPERATING COSTS OF 2 DIAGNOSTIC MEDICAL CENTERS AND FOR PARTICIPANT TRAVEL TO THOSE MEDICAL CENTERS. PROVIDED ADDITIONAL BENEFITS FOR APPROXIMATELY 3,200 ACTIVE AND RETIRED PARTICIPANTS IN THE WAY OF INSURANCE, LEGAL AID AND MEDICARE PREMIUM REIMBURSEMENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 123 0 1 62 1 0 0 0 0 0 0 0 0 X 12 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PATRICIA KELLY EXECUTIVE DIRECTOR 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 VOKAC ADAM TRUSTEE - CHAIRMAN 2.00 44.00 X 0 276517 96894 CIMINI CLAUDIA TRUSTEE 2.00 44.00 X 0 196850 95634 CALLAHAN JASON TRUSTEE 2.00 44.00 X 0 196850 64210 DOHERTY RICHARD TRUSTEE 2.00 44.00 X 0 169627 50992 REXHA ROLAND TRUSTEE 2.00 44.00 X 0 219702 41619 SMITH ADAM TRUSTEE 2.00 44.00 X 0 196850 46141 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 40.00 X 0 0 0 LABONTE MICHAEL ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 FARRAR BORIANA TRUSTEE 2.00 40.00 X 0 0 0 THORTON WILLIAM TRUSTEE 2.00 40.00 X 0 0 0 MOTE DAMON TRUSTEE 2.00 40.00 X 0 0 0 SULLIVAN JOHN TRUSTEE 2.00 40.00 X 0 0 0 DOUGLAS IRA ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 WASHBURN ED ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 WEISSMAN DAVID ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 BANCROFT KERRI ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 BALLENGER DUNCAN ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 2.00 44.00 X 0 169627 48918 GREENWAY NICOLE ALTERNATE TRUSTEE 2.00 44.00 X 0 169627 40667 MENENDEZ JACK ALTERNATE TRUSTEE 2.00 44.00 X 0 169626 50494 WASSEL JOSEPH TRUSTEE 2.00 40.00 X 0 0 0 KURZ DONALD JR TRUSTEE 2.00 40.00 X 0 0 0 GILCHRIST ANN S ADMINISTRATOR 40.00 X 192103 0 38339 KELLY PATRICIA EXECUTIVE DIRECTOR 40.00 X 175942 0 58868 WAGNER JULIE A PHYSICIAN 40.00 X 174036 0 41418 FORTUNE KAREN PENSION MANAGER 40.00 X 127550 0 46768 STRANATHAN MATTHEW IS MANAGER 40.00 X 126526 0 47702 DEROS JESSICA J SENIOR PROGRAM ANALYST 40.00 X 106533 0 45877 FIELD GRETCHEN J ACCOUNTING MANAGER 40.00 X 123168 0 47208 1025858 1765276 861749 7 0 1 0 BASYS INC 3700 KOPPERS ST STE 400 BALTIMORE MD 21224 SOFTWARE SERVICES 306150 SEGAL COMPANY 500 JFK BLVD STE 200 PHILADELPHIA PA 191021706 CONSULTING 228609 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW WASHINGTON DC 20036 LEGAL SERVICES 224048 COMPUTER SERVICES UNLIMITED INC 10715 RED RUN BLVD 113F OWINGS MILL MD 21117 INFORMATION TECHNOLOGY 173082 MORGAN LEWIS & BOCKIUS LLP PO BOX 8500 S-6050 PHILADELPHIA PA 191786050 LEGAL SERVICES 150239 6 EMPLOYER CONTRIBUTIONS 900099 33068433 33068433 PARTICIPANT CONTRIBUTIONS 900099 5601998 5601998 EMPLOYER CONTRIBUTIONS - FRCA 900099 303944 303944 38974375 1712330 1712330 81929965 82053468 -123503 -123503 -123503 REIMBURSED ADMINISTRATIVE EXP. 900099 3603530 3603530 MEDICARE PART D REBATES 900099 557981 557981 OTHER INCOME 900099 44255 44255 20976 20976 4226742 44789944 43201117 0 1588827 34459449 450381 3009548 532691 1569618 332929 330298 98493 174735 124869 384623 240641 212929 6997 34999 29595 136350 PAYROLL PREPARATION 15326 EMPLOYEE TRAINING 4655 MISCELLANEOUS 1106 42150232 1616209 1684714 4787732 6004981 186098 50587 2638741 2173370 542664 465371 39836037 42078397 29349893 38926351 3530763 411778 79849396 89622179 1109411 708352 113752 110716 612282 2644476 1835445 3463544 X 0 0 0 0 78013951 86158635 78013951 86158635 79849396 89622179 2639712 5504972 0 X X 0 1 X 1 0 1001024 1001024 0 1561747 1097105 464642 75970 75241 729 465371 PLAN INTEREST IN MEBA MASTER TRUST FOR ERISA PLANS 8507429 F SSGA RUSSELL 1000 VALUE INDEX SL FUND 6562036 F MELLON CF SL DYNAMIC GROWTH FUND 5251190 F WELLINGTON CTF OPP FIXED INCOME 5422463 F BAXTER STREET OFFSHORE FUND LTD 6173011 F SSGA RUSSELL 1000 GROWTH INDEX SL FUND 7010222 F 38926351 LEASE LIABILITY - OAKLAND 380246 DUE TO RELATED PARTIES 2264230 2644476 X 45937694 5504972 5504972 40432722 174735 4182487 4357222 44789944 37793010 0 37793010 174735 4182487 4357222 42150232 PART X, LINE 2: US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES SUBROGATION INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES SUBROGATION INCOME X 0 0 0 VOKAC ADAM TRUSTEE - CHAIRMAN 0 276517 0 0 0 0 0 76524 0 20370 0 373411 0 0 CIMINI CLAUDIA TRUSTEE 0 196850 0 0 0 0 0 75264 0 20370 0 292484 0 0 REXHA ROLAND TRUSTEE 0 219702 0 0 0 0 0 21249 0 20370 0 261321 0 0 CALLAHAN JASON TRUSTEE 0 196850 0 0 0 0 0 43840 0 20370 0 261060 0 0 SMITH ADAM TRUSTEE 0 196850 0 0 0 0 0 25771 0 20370 0 242991 0 0 KELLY PATRICIA EXECUTIVE DIRECTOR 175342 0 600 0 0 0 36051 0 22817 0 234810 0 0 0 GILCHRIST ANN S ADMINISTRATOR 192103 0 0 0 0 0 19336 0 19003 0 230442 0 0 0 DOHERTY RICHARD TRUSTEE 0 169627 0 0 0 0 0 30622 0 20370 0 220619 0 0 MENENDEZ JACK ALTERNATE TRUSTEE 0 169626 0 0 0 0 0 30124 0 20370 0 220120 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 0 169627 0 0 0 0 0 28548 0 20370 0 218545 0 0 WAGNER JULIE A PHYSICIAN 173436 0 600 0 0 0 18601 0 22817 0 215454 0 0 0 GREENWAY NICOLE ALTERNATE TRUSTEE 0 169627 0 0 0 0 0 20297 0 20370 0 210294 0 0 FORTUNE KAREN PENSION MANAGER 126950 0 600 0 0 0 23951 0 22817 0 174318 0 0 0 STRANATHAN MATTHEW IS MANAGER 125926 0 600 0 0 0 24885 0 22817 0 174228 0 0 0 FIELD GRETCHEN J ACCOUNTING MANAGER 122568 0 600 0 0 0 24391 0 22817 0 170376 0 0 0 DEROS JESSICA J SENIOR PROGRAM ANALYST 105933 0 600 0 0 0 23060 0 22817 0 152410 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS A JOINTLY ADMINISTERED MULTI-EMPLOYER BENEFIT PLAN. UNION TRUSTEES ARE APPOINTED BY THE SPONSORING UNION. EMPLOYER TRUSTEES ARE APPOINTED BY CONTRIBUTING EMPLOYERS BASED ON THE HIGHEST TOTALS OF CUMULATIVE MAN DAYS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR WITH THE ASSISTANCE OF THE PLAN'S PROFESSIONALS AND IS PROVIDED TO THE PLAN'S BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE PLAN'S WRITTEN CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE PLAN'S GOVERNING BODY REQUIRES THAT CONFLICTS OF INTEREST BE AVOIDED AND DISCLOSED CONSISTENT WITH ERISA. THE PLAN'S WRITTEN CONFLICT OF INTEREST POLICY FOR EMPLOYEES REQUIRES THAT ALL EMPLOYEES AVOID AND DISCLOSE CONFLICTS OF INTEREST. THE PLAN RECEIVES AN ANNUAL SIGNED STATEMENT FROM EMPLOYEES REGARDING THE WRITTEN CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS WOULD BE REVIEWED BY THE PLAN'S LEGAL COUNSEL AND BOARD OF TRUSTEES AND WOULD EXCLUDE ANY INDIVIDUAL WITH A CONFLICT FROM PARTICIPATING IN THE BOARD OF TRUSTEES DELIBERATIONS AND DECISIONS WITH RESPECT TO THE ISSUE OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE ADMINISTRATOR'S SALARY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. THE PLAN MAKES DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST AS REQUIRED BY THE INTERNAL REVENUE CODE. FORM 990, PART XXI, LINE 2C THERE WAS NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. NFOPAPE LAMONT-DOHERTY OBSERVATORY DISTRICT NO 1 - MEBA MEBA TRAINING PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 136219856 PROVIDE MARITIME TRAINING TO PARTICIPANTS MD 501(C)(3) LINE 2 N/A 0 DISTRICT NO 6 - PASSNMEBA MEBA VACATION PLAN - ATLANTIC GULF AND PACIFIC COASTS 1007 EASTERN AVENUE BALTIMORE MD 212024345 136271916 PROVIDE VACATION BENEFITS TO PARTICIPANTS MD 501(C)(9) N/A 0 MEBA PENSION TRUST-MONEY PURCHASE BENEFIT PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 MONEY PURCHASE DEFINED CONTRIBUTION PLAN MD 401(A) N/A 0 MEBA PENSION TRUST-DEFINED BENEFIT PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 DEFINED BENEFIT PENSION PLAN MD 401(A) N/A 0 MEBA 401(K) PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 DEFINED CONTRIBUTION PLAN MD 401(A) N/A 0 MEBA MERCHANT MARINE MEMORIAL FOUNDATION INC 27050 ST MICHAELS ROAD EASTON MD 21601 522307014 TO HONOR THE MEN AND WOMEN WHO FORM THE HERITAGE OF THE U.S. MERCHANT MARINE MD 501(C)(3) LINE 12A, I MEBA TRAINING PLAN 0 CUTWATER MARITIME EDUCATIONAL SERVICES INC 27050 ST MICHAELS ROAD EASTON MD 21601 274332610 PROVIDE MARITIME EDUCATIONAL SERVICES MD 501(C)(3) LINE 2 MEBA TRAINING PLAN 0 PHILADELPHIA SHIP SERVICES LLP ACME REPAIR ALASKA TANKER COMPANY LLC AMERICAN CREWING SERVICES APL MARITIME LTD PATRIOT CONTRACT SERVICES BLACK BALL TRANSPORT INC BOSTON MARINE TRANSPORT INC E-SHIPS INC INTERLAKE STEAMSHIP CO KEYSTONE SHIPPING CO KEYSTONE OCEAN SERVICES LIBERTY MARITIME CORP MAERSK LINE LTD MATSON NAVIGATION CO NORWEGIAN CRUISE LINES OSG SHIP MANAGEMENT INC STATE OF ALASKA WOODS HOLE MARTHA'S VINEYARD MARINE PERSONNEL & PROVIS DYNAMICS CONCEPTS CORP SUNRISE OPERATIONS GFC CRANE CONSULTANTS (MEBA) KEYSTONE SHIPPING COMPANY - MARAD CMES ENTERPRISES LLC 27050 ST MICHAELS ROAD EASTON MD 21601 814439579 ENGAGE IN FOR-PROFIT ACTIVITIES MD MEBA TRAINING PLAN C 0 WATERMAN STEAMSHIP CORP CENTRAL GULF LINES INC ECO-ALPHA ENVIRON SVS KEYSTONE GENERAL AGENT KEYSTONE INLAND SHIPPING BLUE POINT ENGINEERING COMMERCIAL TRANSCONTINENTAL SERVICES CURRENT MARITIME LLC CHESAPEAKE CREWING WASHINGTON STATE FERRIES 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0