2022-11-15T08:58:07-06:00 2021-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2021-01-01 135590515 MEBA MEDICAL AND BENEFITS PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 ADAM VOKAC TRUSTEE TRUSTEE 4105479111 2022-11-15 1 ADAM VOKAC TRUSTEE 999009999 GARY BRUNICK P01715767 2402001400 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ADAM VOKAC 1007 EASTERN AVE BALTIMORE MD 212024345 148812365 0 X WWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEW X 1950 MD TO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 12 0 68 21 0 0 0 0 34658790 36175626 3474609 8268352 4941866 4554603 43075265 48998581 0 0 30607330 34915086 5998544 6322345 0 0 0 1821266 1763756 38427140 43001187 4648125 5997394 89258952 90979680 3191437 1734390 86067515 89245290 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 3,300 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 3,300 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 1 120 0 1 68 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 ANN GILCHRIST ADMINISTRATOR 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 VOKAC ADAM TRUSTEE - CHAIRMAN 2.00 44.00 X 0 238142 55101 CIMINI CLAUDIA TRUSTEE 2.00 44.00 X 0 169531 64107 CALLAHAN JASON TRUSTEE 2.00 44.00 X 0 169531 76025 DOHERTY RICHARD TRUSTEE 2.00 44.00 X 0 149325 48459 REXHA ROLAND TRUSTEE 2.00 44.00 X 0 189212 38021 SMITH ADAM TRUSTEE 2.00 44.00 X 0 169531 47350 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 40.00 X 0 0 0 DRAGONE JOHN TRUSTEE 2.00 40.00 X 0 0 0 GILL TIMOTHY 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 FISHER PWJ 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 149324 44824 GREENWAY NICOLE ALTERNATE TRUSTEE 2.00 44.00 X 0 149321 31925 MENENDEZ JACK ALTERNATE TRUSTEE 2.00 44.00 X 0 149324 27936 COLE WILLIAM ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 GILCHRIST ANN S ADMINISTRATOR 40.00 X 193549 0 55369 WAGNER JULIE A PHYSICIAN 40.00 X 164170 0 36944 KELLY PATRICIA BENEFITS ADMINISTRATION MA 40.00 X 139977 0 50067 CAMPBELL DOUGLAS A CONTROLLER 40.00 X 135518 0 29543 FORTUNE KAREN A PENSION MANAGER 40.00 X 119889 0 45452 STRANATHAN MATTHEW IS MANAGER 40.00 X 119632 0 44446 872735 1533241 695569 7 0 1 0 CAREFIRST OF MARYLAND INC 1501 SOUTH CLINTON ST BALTIMORE MD 21224 ADMIN 1123753 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW WASHINGTON DC 20036 LEGAL SERVICES 914895 MORGAN LEWIS & BOCKIUS LLP PO BOX 8500 S-6050 PHILADELPHIA PA 191786050 LEGAL SERVICES 587328 BASYS LLC 3700 KOPPERS STREET STE 400 BALTIMORE MD 21227 SOFTWARE SERVICES 381032 BUCHBINDER TUNICK & CO LLP 6720-A ROCKLEDGE DRIVE BETHESDA MD 20817 AUDIT 252880 11 EMPLOYER CONTRIBUTIONS 900099 29790634 29790634 PARTICIPANT CONTRIBUTIONS 900099 6141857 6141857 EMPLOYER CONTRIBUTIONS - FRCA 900099 243135 243135 36175626 1531681 1531681 106550455 99813784 6736671 6736671 6736671 REIMBURSED ADMINISTRATIVE EXP. 900099 4033161 4033161 MEDICARE PART D REBATES 900099 259039 259039 OTHER INCOME 900099 237667 237667 24736 24736 4554603 48998581 40730229 0 8268352 34915086 233684 3320351 583196 1838066 347048 397534 85100 184582 153516 352325 193761 183681 480 52287 32423 56214 MISCELLANEOUS 56261 PAYROLL PREPARATION 11452 EMPLOYEE TRAINING 4140 43001187 877569 107908 4319906 5099962 161878 311750 2114883 1479025 560180 635858 51874007 44050784 27232377 36421758 4233035 4351660 89258952 90979680 886422 1184679 148454 120470 2156561 429241 3191437 1734390 X 0 0 0 0 86067515 89245290 86067515 89245290 89258952 90979680 5997394 -2819619 0 X X 0 1 X 1 0 1001024 1001024 0 882729 403460 479269 231130 74541 156589 635858 PLAN INTEREST IN MEBA MASTER TRUST FOR ERISA PLANS 12938 F SSGA RUSSELL 1000 VALUE INDEX SL FUND 7974766 F MELLON CF SL DYNAMIC GROWTH FUND 6510951 F WELLINGTON CTF OPP FIXED INCOME 5961297 F BAXTER STREET OFFSHORE FUND LTD. 7310771 F SSGA RUSSELL 1000 GROWTH INDEX SL FUND 8651035 F 36421758 DUE TO PENDING TRADES 429241 429241 X 41677444 -2819619 -2819619 44497063 184582 4316936 4501518 48998581 38499669 0 38499669 184582 4316936 4501518 43001187 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, 2021, 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 2018. 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 238142 0 0 0 0 0 22386 0 32715 0 293243 0 0 GILCHRIST ANN S ADMINISTRATOR 193049 0 500 0 0 0 35192 0 20177 0 248918 0 0 0 CALLAHAN JASON TRUSTEE 0 169531 0 0 0 0 0 46997 0 29028 0 245556 0 0 CIMINI CLAUDIA TRUSTEE 0 169531 0 0 0 0 0 35470 0 28637 0 233638 0 0 REXHA ROLAND TRUSTEE 0 189212 0 0 0 0 0 8407 0 29614 0 227233 0 0 SMITH ADAM TRUSTEE 0 169531 0 0 0 0 0 18322 0 29028 0 216881 0 0 WAGNER JULIE A PHYSICIAN 163670 0 500 0 0 0 16767 0 20177 0 201114 0 0 0 DOHERTY RICHARD TRUSTEE 0 149325 0 0 0 0 0 20523 0 27936 0 197784 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 0 149324 0 0 0 0 0 16888 0 27936 0 194148 0 0 KELLY PATRICIA BENEFITS ADMINISTRATION MA 139477 0 500 0 0 0 29890 0 20177 0 190044 0 0 0 GREENWAY NICOLE ALTERNATE TRUSTEE 0 149321 0 0 0 0 0 3989 0 27936 0 181246 0 0 MENENDEZ JACK ALTERNATE TRUSTEE 0 149324 0 0 0 0 0 0 0 27936 0 177260 0 0 FORTUNE KAREN A PENSION MANAGER 119389 0 500 0 0 0 25275 0 20177 0 165341 0 0 0 CAMPBELL DOUGLAS A CONTROLLER 135018 0 500 0 0 0 9366 0 20177 0 165061 0 0 0 STRANATHAN MATTHEW IS MANAGER 119132 0 500 0 0 0 24269 0 20177 0 164078 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 XII, 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 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0