2023-05-12T10:08:53-05:00 2022-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST STE 1800 PHILADELPHIA PA 19103 990 2021-07-01 942914940 PACIFIC MARITIME ASSOCIATION % CRAIG EPPERSON PACI 4155763200 555 MARKET STREET SAN FRANCISCO CA 941052800 MICHAEL WECHSLER CFO/SVP 4155763200 2023-04-17 true MICHAEL WECHSLER 999009999 ALBERT N ANTONELLI 2673303000 2023-04-13 3 2021 2023-04-26 12:10:37Z JAMES MCKENNA 555 MARKET ST 3RD FL SAN FRANCISCO CA 941052800 182282596 false X WWW.PMANET.ORG X 1949 CA TO NEGOTIATE AND ADMINISTER MARITIME LABOR AGREEMENTS WITH THE INTERNATIONAL LONGSHORE & WAREHOUSE UNION. 11 9 139 11 0 0 0 0 171765034 180960860 8548 7 1453861 1321729 173227443 182282596 0 0 0 0 27969391 29515758 0 0 0 149331633 140114235 177301024 169629993 -4073581 12652603 841134806 1051779021 789323678 983078281 51811128 68700740 X TO NEGOTIATE AND ADMINISTER MARITIME LABOR AGREEMENTS WITH THE INTERNATIONAL LONGSHORE & WAREHOUSE UNION. THE MEMBERSHIP OF PMA CONSISTS OF DOMESTIC CARRIERS, INTERNATIONAL CARRIERS AND STEVEDORES THAT OPERATE IN CALIFORNIA, OREGON, AND WASHINGTON. THE LABOR AGREEMENTS PMA NEGOTIATES ON BEHALF OF ITS MEMBERS COVER WAGES, EMPLOYEE BENEFITS, AND CONDITIONS OF EMPLOYMENT FOR WORKERS EMPLOYED AT LONGSHORE, MARINE CLERK, AND WALKING BOSS/FOREMAN JOBS. false false 0 0 0 NEGOTIATING AND ADMINISTERING LABOR AGREEMENTS. 0 false false false true false false false false false true false false false true true false true false false false false false false false false false false false true false false false false true true false false false false false true true true false true 102 0 true 139 true true true false false false false false true false X 11 9 true false false false true true true true true false false false true true true true false true true false CA X CRAIG EPPERSON 4155763200 555 MARKET STREET 3RD FL SAN FRANCISCO CA 941052800 X JAMES MCKENNA CEO 40.0 2.0 X 1132396 0 228137 CRAIG EPPERSON SVP, SECRETARY & GEN. COUNSEL 40.0 2.0 X 792677 0 138219 MICHAEL WECHSLER SVP Finance & Admin/CFO 40.0 2.0 X 682262 0 190000 STEPHEN HENNESSEY SVP labor relations, COO 40.0 0.0 X 677576 0 116228 KENNETH CHAD LINDSAY VP LABOR RELATIONS 40.0 0.0 X 356550 0 77232 BETTYE PAGE-WILSON BENEFITS ADVISOR- WELFARE PLAN 40.0 0.0 X 304209 0 71238 WILLIAM ALVERSON VP ACCIDENT PREV. & TRAINING 40.0 0.0 X 292149 0 65620 William Bartelson VP, CONTRACT ADM & ARB 40.0 0.0 X 294756 0 55334 Parin Jhaveri VP, INFORMATION TECHNOLOGY 40.0 0.0 X 293544 0 53863 ROY AMALFITANO DIRECTOR 3.0 0.0 X 0 0 0 RONNIE ARMSTRONG DIRECTOR 3.0 0.0 X 0 0 0 Patrick Burgoyne DIRECTOR 3.0 0.0 X 0 0 0 EDWARD A DENIKE DIRECTOR 3.0 0.0 X 0 0 0 Thomas Engel DIRECTOR 3.0 0.0 X 0 0 0 RON FOREST DIRECTOR 3.0 0.0 X 0 0 0 AL GEBHARDT DIRECTOR 3.0 0.0 X 0 0 0 Joseph Gregorio Sr DIRECTOR 3.0 0.0 X 0 0 0 PAUL NAZZARO DIRECTOR 3.0 0.0 X 0 0 0 CHRIS PARVIN DIRECTOR 3.0 0.0 X 0 0 0 GEORGE PASHA DIRECTOR 3.0 0.0 X 0 0 0 4826119 0 995871 115 false true false MORGAN LEWIS BOCKIUS LLP 1701 Market Street PHILADELPHIA PA 19103 Legal Services 5321186 Procase Consulting Inc 1 HARTFORD ROAD ORINDA CA 94563 SUPPORT SERVICES 2658700 PACIFIC MERCHANT SHIPPING ASSOCIATI 70 WASHINGTON ST SUITE 305 OAKLAND CA 94607 SUPPORT SERVICES 2395167 Nixon Peabody LLP One Embarcadero Center Suite 1800 SAN FRANCISCO CA 94111 LEGAL SERVICES 1588824 INTEGREON MANAGED SOLUTIONS ND INC DEPT 16807 PALANTINE IL 60055 SUPPORT SERVICES 1524526 26 0 MEMBER ASSESSMENTS 900099 180960860 180960860 180960860 7 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MANAGEMENT FEES 900099 847000 847000 REIMBURSEMENT BY AFFILIATE 900099 75636 75636 CUSTODIAL MANAGEMENT FEES 900099 233885 233885 165208 165208 1321729 182282596 182282589 7 0 0 0 0 4165868 0 18638245 1357952 4002115 1351578 0 11562329 384820 315600 0 0 10153266 0 2645733 1832557 0 3039738 398125 0 244230 0 0 2560458 1207634 LONGSHORE DISPATCH HALLS 42990777 OTHER INDUSTRY EXPENSES 928868 LONGSHORE TRAINING PROGRAMS 56520223 PAYROLL PROCESSING FEES 2939011 2390866 169629993 223399168 296828359 460097475 623637332 0 0 112705003 84508954 0 0 0 0 0 0 0 0 1955200 2512790 89973203 50228249 38755413 39744954 0 0 0 0 0 0 0 0 4222547 4546632 841134806 1051779021 32775310 22130383 0 0 0 0 0 0 0 0 0 0 0 0 4510515 13172 752037853 960934726 789323678 983078281 X 51811128 68700740 0 0 0 0 51811128 68700740 841134806 1051779021 X 12652603 4237009 X false true X true false false false false 180960860 315600 315600 315600 4930975 4930975 33225890 13302024 19923866 6772613 4909611 1863002 11426117 8042461 3383656 33617608 23974153 9643455 39744954 0 ASSESSMENTS COLLECTED TO FUND 909492652 PAYABLE TO LONGSHORE PAYROLL 35526448 ACCRUED POST-RETIREMENT BENEFITS 14982491 OTHER LIABILITIES 933135 960934726 X SCHEDULE D, PART X, LINE 2: THE COMPANY HAD NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2022 AND 2021. THE COMPANY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS ENDING PRIOR TO JUNE 30, 2018. X X X X true true X X X X false true false JAMES MCKENNA CEO 571083 0 347431 0 213882 0 149583 37175 41379 0 1323358 37175 0 0 MICHAEL WECHSLER SVP Finance & Admin/CFO 380259 0 178971 0 123032 0 86163 46581 57256 0 825681 46581 0 0 CRAIG EPPERSON SVP, SECRETARY & GEN. COUNSEL 404538 0 191004 0 197135 0 94653 0 43566 0 930896 0 0 0 STEPHEN HENNESSEY SVP labor relations, COO 365784 0 171310 0 140482 0 78675 0 37553 0 793804 0 0 0 KENNETH CHAD LINDSAY VP LABOR RELATIONS 276598 0 70434 0 9518 0 20193 0 57039 0 433782 0 0 0 WILLIAM ALVERSON VP ACCIDENT PREV. & TRAINING 221437 0 56641 0 14071 0 20058 0 45562 0 357769 0 0 0 BETTYE PAGE-WILSON BENEFITS ADVISOR- WELFARE PLAN 193499 0 51330 0 59380 0 20125 0 51113 0 375447 0 0 0 William Bartelson VP, CONTRACT ADM & ARB 247316 0 34743 0 12697 0 18211 0 37123 0 350090 0 0 0 Parin Jhaveri VP, INFORMATION TECHNOLOGY 250066 0 34425 0 9053 0 19530 0 34333 0 347407 0 0 0 SCHEDULE J, PART I, LINE 1A: THE ORGANIZATION PROVIDES LIMITED FIRST-CLASS TRAVEL PURSUANT TO A WRITTEN POLICY FOR CERTAIN EXECUTIVES AND/OR DISTANCES. THE ORGANIZATION PROVIDES LIMITED TRAVEL FOR COMPANIONS, PURSUANT TO POLICY FOR CERTAIN EXECUTIVES AND FOR SPECIFIED BUSINESS OCCASIONS. THE ENTIRE AMOUNT OF SUCH BENEFITS ARE NONTAXABLE. HEALTH CLUB DUES ARE PAID IN FULL OR IN PART FOR REGULAR EMPLOYEES; OTHER CLUB DUES ARE LIMITED BY POLICY TO CERTAIN EXECUTIVES. FOR ELIGIBLE EMPLOYEES, MEMBERSHIP DUES AND SUPPLEMENTAL INSURANCE PREMIUMS ARE ELIGIBLE FOR TAX GROSS-UP. SCHEDULE J, PART I, LINE 4B: THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDES FOR ANNUAL DEFERRALS OF COMPENSATION TO ELIGIBLE PARTICIPANTS (JAMES MCKENNA, CRAIG EPPERSON, MICHAEL WECHSLER AND STEPHEN HENNESSEY). THE PLAN PROVIDES FOR 2% OF FINAL AVERAGE PAY FOR EACH YEAR OF EXECUTIVE SERVICE AS RECOMMENDED TO THE BOARD BY THE COMPENSATION CONSULTANT. THE DEFERRALS ARE TAXABLE UPON VESTING. THE TAXABLE (VESTED) DEFERRALS WERE INCLUDED IN COLUMN (B)(III) AND THE UNVESTED DEFERRALS WERE INCLUDED IN COLUMN (C) AS FOLLOWS: COLUMN (B)(III) COLUMN (C) JAMES MCKENNA 161,458 129,458 MICHAEL WECHSLER 84,343 66,038 CRAIG EPPERSON 83,991 74,528 STEPHEN HENNESSEY 75,047 58,550 MATTHEW MCKENNA SEE PART V 199238 EMPLOYMENT false HEYDI MCKENNA SEE PART V 121798 EMPLOYMENT false PASHA STEVEDORING TERMINALS LP SEE PART V 373958 PAYMENT FOR SERVICES false PACIFIC CRANE MAINTENANCE COMPANY SEE PART V 855462 PAYMENT FOR SERVICES false TRANSPACIFIC MAINTENANCE COMPANY SEE PART V 427859 PAYMENT FOR SERVICES false PART IV, LINE 1: FAMILY MEMBER OF JAMES MCKENNA, OFFICER. PART IV, LINE 2: FAMILY MEMBER OF JAMES MCKENNA, OFFICER. PART IV, LINE 3 CONTROLLED ENTITY OF GEORGE PASHA, DIRECTOR PART IV, LINE 4 CONTROLLED ENTITY OF JOSEPH GREGORIO, SR., DIRECTOR PART IV, LINE 5 CONTROLLED ENTITY OF JOSEPH GREGORIO, SR., DIRECTOR FORM 990, PART VI, SECTION A, LINE 2: CRAIG EPPERSON, JAMES MCKENNA, MICHAEL WECHSLER, BUSINESS RELATIONSHIP. EDWARD A. DENIKE, RON FOREST, BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6: THE MEMBERSHIP OF PMA CONSISTS OF DOMESTIC CARRIERS, INTERNATIONAL CARRIERS, AND STEVEDORES/NON-CARRIERS THAT OPERATE IN CALIFORNIA, OREGON, AND WASHINGTON. FORM 990, PART VI, SECTION A, LINE 7A: PMA'S BYLAWS SET FORTH THE PROCESS BY WHICH MEMBERS ELECT THE BOARD OF DIRECTORS. VOTING STRENGTH IS DETERMINED BY MEMBERSHIP CLASS (DOMESTIC CARRIER, INTERNATIONAL CARRIER, OR STEVEDORE/NON-CARRIER) AND TONNAGE OR PAYROLL HOURS. FORM 990, PART VI, SECTION A, LINE 7B: PMA'S BYLAWS SET FORTH THE MEMBERSHIP'S ROLE IN APPROVING BOARD OF DIRECTORS' DECISIONS, SUCH AS DECISIONS REGARDING DUES AND ASSESSMENTS, UNION CONTRACTS AND COMMITMENTS, AND REVISING THE BYLAWS. FORM 990, PART VI, SECTION A, LINES 8A & 8B: DOCUMENTATION IS PROMPTLY DRAFTED AND FINALIZED AS SOON AS PRACTICABLE; HOWEVER, THIS PROCESS MAY TAKE LONGER THAN 60 DAYS AFTER THE MEETING OR THE ACTION OR BY THE NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 11B: DATA WAS COMPILED AND REVIEWED BY PMA'S ACCOUNTING AND LEGAL ADVISORS, INCLUDING RESPONSES TO QUESTIONNAIRES BY DIRECTORS AND OFFICERS/KEY EMPLOYEES; AN INDEPENDENT ACCOUNTING FIRM REVIEWED THE DATA AND PREPARED THE FORM; THE FORM WAS REVIEWED AND APPROVED BY THE CEO AND CONTROLLER, PRIOR TO SIGNING BY PMA'S SENIOR VICE PRESIDENT/CFO. FORM 990, PART VI, SECTION B, LINES 12B & 12C: DIRECTORS, OFFICERS/KEY EMPLOYEES RECEIVE ANNUAL QUESTIONNAIRES FOCUSED ON CATEGORIES OF POTENTIAL CONFLICTS IDENTIFIED ON THE FORM 990, INCLUDING SCHEDULE L REPORTABLE TRANSACTIONS. POTENTIAL CONFLICTS DISCLOSED ARE REVIEWED BY PMA'S LEGAL ADVISORS. FORM 990, PART VI, SECTION B, LINES 15A & 15B: IN PREVIOUS YEARS, A COMPENSATION CONSULTANT WAS ENGAGED TO ADVISE THE BOARD ON CEO AND OFFICER COMPENSATION, AND IS USED FROM TIME TO TIME TO PROVIDE UPDATED INFORMATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS CEO AND OFFICER TOTAL COMPENSATION AND SUBMITS COMPENSATION LEVELS FOR THE NEXT YEAR TO THE BOARD OF DIRECTORS FOR RECOMMENDATION AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF RETIREE WELFARE COST $ 3,825,999 CHANGE IN EQUITY OF SUBSIDIARY 411,010 ------------ TOTAL $ 4,237,009 PMA LONGSHORE & CLERKS PAY GUARANTEE PLA 555 MARKET STREET 3RD FLOOR SAN FRANCISCO CA 94105 510137517 BENEFIT PLAN CA 501(c)(9) N/A PMA true PMA PAID HOLIDAY PLAN 555 MARKET STREET 3RD FLOOR SAN FRANCISCO CA 94105 237326998 BENEFIT PLAN CA 501(c)(9) N/A PMA true PMA WALKING BOSSES & FOREMEN'S PAY GUARA 555 MARKET STREET 3RD FLOOR SAN FRANCISCO CA 94105 942377613 BENEFIT PLAN CA 501(c)(9) N/A PMA true PMA COVID-19 SICK LEAVE PLAN 555 MARKET STREET 3RD FLOOR SAN FRANCISCO CA 94105 856286921 BENEFIT PLAN CA 501(c)(9) N/A PMA true MARITECH CORPORATION 1495 RIDGEVIEW DRIVE STE 110 RENO NV 89511 911934547 PAYROLL PROC. NV NA C CORP 3824992 3411934 1.00000 true false false false false false false false false false true false true true false false false true false false MARITECH CORPORATION L 847000 COST MARITECH CORPORATION M 2939011 COST MARITECH CORPORATION M 261679 COST MARITECH CORPORATION Q 1901456 COST