2021-11-12T13:14:03-06:00 2020-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2020-01-01 135590515 MEBA MEDICAL AND BENEFITS PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 ADAM VOKAC TRUSTEE TRUSTEE 4105479111 2021-11-10 1 ADAM VOKAC TRUSTEE 999009999 GARY BRUNICK P01715767 2402001400 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ADAM VOKAC TRUSTEE 1007 EASTERN AVE BALTIMORE MD 212024345 121674331 0 X WWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEW X 1950 MD TO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 12 0 69 20 0 0 0 0 32773208 34658790 3365242 3474609 7784167 4941866 43922617 43075265 0 0 34589927 30607330 6234424 5998544 0 0 0 1956683 1821266 42781034 38427140 1141583 4648125 80206973 89258952 4047997 3191437 76158976 86067515 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 87 0 1 69 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 AINLEY H MARSHALL TRUSTEE - CHAIRMAN 2.00 44.00 X 0 258587 72124 BERTRAM ERIN TRUSTEE 2.00 44.00 X 0 184028 60669 CALLAHAN JASON TRUSTEE 2.00 44.00 X 0 166044 61183 DOHERTY RICH TRUSTEE 2.00 44.00 X 0 145971 41903 VOKACADAM TRUSTEE 2.00 44.00 X 0 166045 48228 VAN LOO WILLIAM TRUSTEE 2.00 44.00 X 0 206704 61636 GILL TIMOTHY TRUSTEE 2.00 40.00 X 0 0 0 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 40.00 X 0 0 0 DRAGONE JOHN TRUSTEE 2.00 40.00 X 0 0 0 COLE WILLIAM ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 SULLIVAN JOHN TRUSTEE 2.00 40.00 X 0 0 0 MOTE DAMON TRUSTEE 2.00 40.00 X 0 0 0 WEISSMAN DAVID ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 DOUGLAS IRA ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 THORNTON WILLIAM ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 2.00 44.00 X 0 145971 42681 FISHER PHILLIP TRUSTEE 2.00 40.00 X 0 0 0 BALLENGER DUNCAN ALTERNATE TRUSTEE 2.00 4.00 X 0 0 0 SMITH ADAM ALTERNATE TRUSTEE 2.00 44.00 X 0 145971 41292 WASHBURN ED ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 GILCHRIST ANN ADMINISTRATOR 40.00 X 190450 0 51771 WAGNER JULIE PHYSICIAN 40.00 X 160540 0 31486 KELLY PATRICIA BENEFITS ADMINISTRATION MA 40.00 X 134971 0 45983 FORTUNE KAREN PENSION MANAGER 40.00 X 117255 0 37719 FIELD GRETCHEN ACCOUNTING MANAGER 40.00 X 104377 0 35101 STRANATHAN MATTHEW IS MANAGER 40.00 X 111327 0 38962 CAMPBELL DOUGLAS A CONTROLLER 40.00 X 131847 0 26173 950767 1419321 696911 7 0 1 0 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW WASHINGTON DC 20036 LEGAL SERVICES 1142823 MORGAN LEWIS & BOCKIUS LLP PO BOX 8500 S-6050 PHILADELPHIA PA 191786050 LEGAL SERVICES 982755 THE SEGAL COMPANY (EASTERN STATES) INC 333 WEST 34TH STREET WASHINGTON DC 20065 ACTURIAL 346408 BUCHBINDER TUNICK & CO LLP 6720-A ROCKLEDGE DRIVE BETHESDA MD 20817 AUDIT 320615 NEW ENGLAND PENSION CONSULTANTS DEPARTMENT 3570 PO BOX 4110 WOBURN MA 018884110 INVESTMENT CONSULTANTS 297945 10 EMPLOYER CONTRIBUTIONS 900099 27212240 27212240 PARTICIPANT CONTRIBUTI 900099 7212932 7212932 EMPLOYER CONTRIBUTIONS 900099 233618 233618 34658790 1451650 1451650 80622025 78599066 2022959 2022959 2022959 REIMBURSED ADMINISTRAT 900099 4216430 4216430 MEDICARE PART D REBATE 900099 498122 498122 OTHER INCOME 900099 227314 227314 4941866 43075265 39600656 0 3474609 30607330 435417 3000266 565029 1668743 329089 506298 106708 236452 192285 309017 174839 166430 1913 20580 44727 18763 MISCELLANEOUS 27606 BAD DEBT 6913 PAYROLL PREPARATION 5337 EMPLOYEE TRAINING 3398 38427140 132090 877569 4932756 4319906 129903 161878 2035758 1475578 647609 560180 51306883 51874007 23057732 27232377 0 4233035 80206973 89258952 2355896 886422 158010 148454 1534091 2156561 4047997 3191437 X 0 0 0 0 76158976 86067515 76158976 86067515 80206973 89258952 4648125 5260414 0 X X 0 1 X 1 0 1001024 1001024 0 949774 400436 549338 84960 74118 10842 560180 MEBA MASTER TRUST FOR ERISA PLANS 42621 F RUSSELL 1000 VALUE INDEX 7242300 F MELLON CF DV DYNAMIC GROWTH FUND 6414175 F WELLINGTON CTF OPP FIXED INC ALLOC 5968444 F BAXTER STREET OFFSHORE FUND LTD 7564837 F 27232377 DUE TO RELATED PLANS 733897 DUE TO PENDING TRADES 1422664 2156561 X 43384675 5260414 5260414 38124261 236452 4714552 4951004 43075265 33476136 0 33476136 236452 4714552 4951004 38427140 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, 2020, 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 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES MISCELLANEOUS EXPENSE NET AGAINST MISCELLANEOUS INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES MISCELLANEOUS EXPENSE NET AGAINST MISCELLANEOUS INCOME X 0 0 0 AINLEY H MARSHALL TRUSTEE - CHAIRMAN 0 258587 0 0 0 0 0 38808 0 33316 0 330711 0 0 VAN LOO WILLIAM TRUSTEE 0 206704 0 0 0 0 0 31071 0 30565 0 268340 0 0 BERTRAM ERIN TRUSTEE 0 184028 0 0 0 0 0 31430 0 29239 0 244697 0 0 GILCHRIST ANN ADMINISTRATOR 189900 0 550 0 0 0 33929 0 17842 0 242221 0 0 0 CALLAHAN JASON TRUSTEE 0 166044 0 0 0 0 0 32898 0 28285 0 227227 0 0 VOKACADAM TRUSTEE 0 166045 0 0 0 0 0 20333 0 27895 0 214273 0 0 WAGNER JULIE PHYSICIAN 159990 0 550 0 0 0 13645 0 17841 0 192026 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 0 145971 0 0 0 0 0 15583 0 27098 0 188652 0 0 DOHERTY RICH TRUSTEE 0 145971 0 0 0 0 0 14805 0 27098 0 187874 0 0 SMITH ADAM ALTERNATE TRUSTEE 0 145971 0 0 0 0 0 14194 0 27098 0 187263 0 0 KELLY PATRICIA BENEFITS ADMINISTRATION MA 134421 0 550 0 0 0 28142 0 17841 0 180954 0 0 0 CAMPBELL DOUGLAS A CONTROLLER 131297 0 550 0 0 0 8331 0 17842 0 158020 0 0 0 FORTUNE KAREN PENSION MANAGER 116705 0 550 0 0 0 19878 0 17841 0 154974 0 0 0 STRANATHAN MATTHEW IS MANAGER 110777 0 550 0 0 0 21121 0 17841 0 150289 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 ACME REPAIR ALASKA TANKER COMPANY LLC AMERICAN CREWING SERVICES APL MARINE SERVICES 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 AMERICAN SHIP MGMT LLC PATRIOT CONTRACT SERVICES - MARAD 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 SEACOR HOLDINGS COMERCIAL TRANS SERVICES LLC 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0