2023-11-09T12:59:18-06:00 2022-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2022-01-01 135590515 MEBA MEDICAL AND BENEFITS PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 ADAM VOKAC TRUSTEE TRUSTEE 4105479111 2023-11-08 1 ADAM VOKAC TRUSTEE 999009999 1 GARY BRUNICK P01715767 2402001400 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADAM VOKAC 1007 EASTERN AVE BALTIMORE MD 212024345 109884193 0 X WWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEW X 1950 MD TO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 12 0 64 24 0 0 0 0 36175626 36643532 8268352 110439 4554603 4285365 48998581 41039336 0 0 34915086 34236608 6322345 6166673 0 0 0 1763756 2068678 43001187 42471959 5997394 -1432623 90979680 79849396 1734390 1835445 89245290 78013951 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 3,400 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 3,400 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 1 125 0 1 64 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 258960 76815 CIMINI CLAUDIA TRUSTEE 2.00 44.00 X 0 184352 86082 CALLAHAN JASON TRUSTEE 2.00 44.00 X 0 184352 66811 DOHERTY RICHARD TRUSTEE 2.00 44.00 X 0 157471 50244 REXHA ROLAND TRUSTEE 2.00 44.00 X 0 205753 40414 SMITH ADAM TRUSTEE 2.00 44.00 X 0 184352 42301 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 40.00 X 0 0 0 LABONTE MICHAEL TRUSTEE 2.00 40.00 X 0 0 0 CHILDS RICKEY 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 4.00 X 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 2.00 44.00 X 0 157470 47519 GREENWAY NICOLE ALTERNATE TRUSTEE 2.00 44.00 X 0 157469 38675 MENENDEZ JACK ALTERNATE TRUSTEE 2.00 44.00 X 0 157470 29127 COLE WILLIAM ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 TUCKER MATTHEW TRUSTEE 2.00 40.00 X 0 0 0 WASSEL JOSEPH ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 GILCHRIST ANN S ADMINISTRATOR 40.00 X 196169 0 58406 WAGNER JULIE A PHYSICIAN 40.00 X 168233 0 39659 KELLY PATRICIA BENEFITS ADMINISTRATION MA 40.00 X 154439 0 54512 CAMPBELL DOUGLAS A CONTROLLER 40.00 X 138103 0 33527 FORTUNE KAREN PENSION MANAGER 40.00 X 122880 0 46245 STRANATHAN MATTHEW IS MANAGER 40.00 X 124204 0 51654 904028 1647649 761991 9 0 1 0 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW WASHINGTON DC 20036 LEGAL SERVICES 340656 BASYS INC 3700 KOPPERS ST STE 400 BALTIMORE MD 21224 SOFTWARE SERVICES 336889 SEGAL COMPANY 500 JFK BLVD STE 200 PHILADELPHIA PA 191021706 CONSULTING 291773 MORGAN LEWIS & BOCKIUS LLP PO BOX 8500 S-6050 PHILADELPHIA PA 191786050 LEGAL SERVICES 193542 COMPUTER SERVICES UNLIMITED INC 10715 RED RUN BLVD 113F OWINGS MILL MD 21117 INFORMATION TECHNOLOGY 171444 6 EMPLOYER CONTRIBUTIONS 900099 30672613 30672613 PARTICIPANT CONTRIBUTI 900099 5714650 5714650 EMPLOYER CONTRIBUTIONS 900099 256269 256269 36643532 1433584 1433584 67521712 68844857 -1323145 -1323145 -1323145 REIMBURSED ADMINISTRAT 900099 3674146 3674146 MEDICARE PART D REBATE 900099 318433 318433 SUBROGATION INCOME 900099 239821 239821 52965 52965 4285365 41039336 39605752 0 1433584 34236608 243720 3222506 574745 1790211 335491 481669 84750 169523 282947 410650 255008 209772 6372 40241 23874 69698 PAYROLL PREPARATION 15316 EMPLOYEE TRAINING 12887 MISCELLANEOUS 5971 42471959 107908 1616209 5099962 4787732 311750 186098 2620199 2077535 635858 542664 44050784 39836037 36421758 29349893 4351660 3530763 90979680 79849396 1184679 1109411 120470 113752 429241 612282 1734390 1835445 X 0 0 0 0 89245290 78013951 89245290 78013951 90979680 79849396 -1432623 -9798716 0 X X 0 1 X 1 0 1001024 1003815 -2791 1543205 998814 544391 75970 74906 1064 542664 PLAN INTEREST IN MEBA MASTER TRUST FOR ERISA PLANS 956209 F SSGA RUSSELL 1000 VALUE INDEX SL FUND 7369875 F MELLON CF SL DYNAMIC GROWTH FUND 4643339 F WELLINGTON CTF OPP FIXED INCOME 5399528 F BAXTER STREET OFFSHORE FUND LTD 5676344 F SSGA RUSSELL 1000 GROWTH INDEX SL FUND 5304598 F 29349893 DUE TO PENDING TRADES 12835 LEASE LIABILITY - OAKLAND 599447 612282 X 26838697 -9798716 -9798716 36637413 169523 4232400 4401923 41039336 38070036 0 38070036 169523 4232400 4401923 42471959 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. 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 258960 0 0 0 0 0 55451 0 21364 0 335775 0 0 CIMINI CLAUDIA TRUSTEE 0 184352 0 0 0 0 0 64847 0 21235 0 270434 0 0 GILCHRIST ANN S ADMINISTRATOR 195669 0 500 0 0 0 36227 0 22179 0 254575 0 0 0 CALLAHAN JASON TRUSTEE 0 184352 0 0 0 0 0 45576 0 21235 0 251163 0 0 REXHA ROLAND TRUSTEE 0 205753 0 0 0 0 0 19087 0 21327 0 246167 0 0 SMITH ADAM TRUSTEE 0 184352 0 0 0 0 0 21066 0 21235 0 226653 0 0 KELLY PATRICIA BENEFITS ADMINISTRATION MA 153939 0 500 0 0 0 32333 0 22179 0 208951 0 0 0 WAGNER JULIE A PHYSICIAN 167733 0 500 0 0 0 17480 0 22179 0 207892 0 0 0 DOHERTY RICHARD TRUSTEE 0 157471 0 0 0 0 0 29117 0 21127 0 207715 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 0 157470 0 0 0 0 0 26392 0 21127 0 204989 0 0 GREENWAY NICOLE ALTERNATE TRUSTEE 0 157469 0 0 0 0 0 17548 0 21127 0 196144 0 0 MENENDEZ JACK ALTERNATE TRUSTEE 0 157470 0 0 0 0 0 8000 0 21127 0 186597 0 0 STRANATHAN MATTHEW IS MANAGER 123704 0 500 0 0 0 29475 0 22179 0 175858 0 0 0 CAMPBELL DOUGLAS A CONTROLLER 137603 0 500 0 0 0 11348 0 22179 0 171630 0 0 0 FORTUNE KAREN PENSION MANAGER 122380 0 500 0 0 0 24066 0 22179 0 169125 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