2020-07-10T11:29:47-05:00 2019-06-30 PricewaterhouseCoopers LLP 2001 MARKET STREET SUITE 1800 PHILADELPHIA PA 19103 990 2018-07-01 942914940 PACIFIC MARITIME ASSOCIATION % CRAIG EPPERSON PACI 4155763200 555 MARKET STREET SAN FRANCISCO CA 941052800 MICHAEL WECHSLER CFO/SVP 4155763200 2020-07-09 true LAUREN E BENNETT P01787029 2673303000 155.201.35.117 52580220201925000001 2020-07-10 P 46A698F27223639ECBD73F78A455F401A130586E B15AFFE00AA92DD1C7B3142019CFD5496048555B 2018 2020-09-23 17:36:50Z JAMES MCKENNA 555 MARKET ST 3RD FL SAN FRANCISCO CA 941052800 132149867 false X WWW.PMANET.ORG X 1949 CA TO NEGOTIATE AND ADMINISTER MARITIME LABOR AGREEMENTS WITH THE AGREEMENTS WITH THE INTERNATIONAL LONGSHORE & WAREHOUSE UNION. 11 11 142 12 0 0 0 0 123287630 121326789 4421 1613086 3437604 8534445 126729655 131474320 0 0 0 0 24881150 28775845 0 0 0 100254966 115344544 125136116 144120389 1593539 -12646069 571903077 472166271 492965379 407693065 78937698 64473206 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 false false false false false false true true true false true 109 0 true 142 true true true false false false false false false false X 11 11 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 Roy Amalfitano Director 3.0 0.0 X 0 0 0 Ronnie Armstrong Director 3.0 0.0 X 0 0 0 Ian Cairns Director 3.0 0.0 X 0 0 0 EDWARD A DENIKE Director 3.0 0.0 X 0 0 0 Peter Dunton 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 Frank Grossi Director 3.0 0.0 X 0 0 0 Captain T R Lee Director (Until 3/2019) 3.0 0.0 X 0 0 0 Wei-Jin Lee Director (FROM 4/2019) 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 James McKenna CEO 40.0 2.0 X 1089038 0 180314 Michael Wechsler SVP/CFO 40.0 2.0 X 655233 0 152599 Craig Epperson SVP 40.0 2.0 X 708645 0 124841 Stephen Hennessey SVP, COO 40.0 0.0 X 620836 0 97240 Kenneth Chad Lindsay VP Labor Relations 40.0 0.0 X 332765 0 67482 William Alverson VP CONTRACT IMPLMNTN/COMPLNC 40.0 0.0 X 270099 0 61273 Todd Amidon Attorney III 40.0 0.0 X 259778 0 38605 Kathleen O'Sullivan Attorney III 40.0 0.0 X 255680 0 49600 William Bartelson Sr. Coast Director 40.0 0.0 X 247762 0 47358 4439836 0 819312 88 false true false SEYFARTH SHAW LLP 3807 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 LEGAL SERVICES 4643248 MORGAN LEWIS BOCKIUS LLP 1701 MARKET STREET PHILADELPHIA PA 19103 LEGAL SERVICES 3635904 PROCASE CONSULTING INC 1 Hartford Road ORINDA CA 94563 SUPPORT SERVICES 2836055 Pacific Merchant Shipping Associati 70 Washington Street Suite 305 OAKLAND CA 94607 SUPPORT SERVICES 2228890 INTEGREON MANAGED SOLUTIONS ND INC DEPT 16807 PALATINE IL 60055 SUPPORT SERVICES 1175095 21 0 MEMBER ASSESSMENTS 900099 121326789 121326789 121326789 110082 110082 0 0 0 0 0 2178551 675547 1503004 1503004 1503004 0 0 0 0 0 0 0 0 0 MANAGEMENT FEES 900099 847000 847000 REIMBURSEMENT BY AFFILIATE 900099 118695 118695 CUSTODIAL MANAGEMENT FEES 900099 6106934 6106934 1461816 1461816 8534445 131474320 129861234 1613086 0 0 0 0 3591400 0 16927370 2934477 4033382 1289216 0 10821129 419341 0 0 0 6967912 0 2825678 1901793 0 2893944 527351 0 447756 0 0 2979966 1018504 LONGSHORE TRAINING PROGRAMS 44041348 LONGSHORE DISPATCH HALLS 36648486 PAYROLL PROCESSING FEES 2721247 LEGAL SETTLEMENTS 361066 769023 144120389 138090545 113663572 312182511 229763344 0 0 70654092 80557957 0 0 0 0 0 0 0 0 1884336 1708777 83956444 40378374 46441914 43578070 0 0 0 0 0 0 0 0 2649679 2894551 571903077 472166271 18833065 18007075 0 0 0 0 0 0 0 0 0 0 0 0 732988 732988 473399326 388953002 492965379 407693065 X 78937698 64473206 0 0 0 0 78937698 64473206 571903077 472166271 X -12646069 -1818423 X false true X true false false false false 121326789 80000 80000 0 80000 4930975 4930975 34945025 11145535 23799490 6663651 3891608 2772043 10622898 7565293 3057605 26793895 17775938 9017957 43578070 0 ANTICIPATED EMPLOYER OBLIGATIONS 351592855 ACCRUED POST-RETIREMENT BENEFITS 24038505 PAYABLE TO LONGSHORE PAYROLL 12635041 OTHER LIABILITIES 686601 388953002 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, 2019 AND 2018. THE COMPANY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS ENDING PRIOR TO JUNE 30, 2015. X X X X true true X X X X false true false James McKenna CEO 525649 0 322632 0 240757 0 108325 29924 42065 0 1239428 29924 0 0 Michael Wechsler SVP/CFO 350460 0 166196 0 138577 0 64367 37496 50736 0 770336 37496 0 0 Craig Epperson SVP 370345 0 177370 0 160930 0 71233 0 53608 0 833486 0 0 0 Stephen Hennessey SVP, COO 336976 0 159082 0 124778 0 59198 0 38042 0 718076 0 0 0 Kenneth Chad Lindsay VP Labor Relations 258212 0 60882 0 13671 0 16991 0 50491 0 400247 0 0 0 William Alverson VP CONTRACT IMPLMNTN/COMPLNC 202392 0 51633 0 16074 0 18704 0 42569 0 331372 0 0 0 Todd Amidon Attorney III 222440 0 33000 0 4338 0 18904 0 19701 0 298383 0 0 0 Kathleen O'Sullivan Attorney III 220988 0 32445 0 2247 0 19370 0 30230 0 305280 0 0 0 William Bartelson Sr. Coast Director 207015 0 31191 0 9556 0 14348 0 33010 0 295120 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 149,934 89,325 MICHAEL WECHSLER 78,322 45,367 CRAIG EPPERSON 77,995 52,233 STEPHEN HENNESSEY 69,690 40,199 MATTHEW MCKENNA SEE PART V 150297 EMPLOYMENT false HEYDI MCKENNA SEE PART V 95803 EMPLOYMENT false SCHEDULE L, PART IV, LINE 2: FAMILY MEMBER OF JAMES MCKENNA, OFFICER. SCHEDULE L, PART IV, LINE 2: FAMILY MEMBER OF JAMES MCKENNA, OFFICER. 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 AND 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 PENSION COST ($1,936,768) CHANGE IN EQUITY OF SUBSIDIARY $ 118,345 ---------- TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES ($1,818,423) 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 GAURA 555 MARKET STREET 3RD FLOOR SAN FRANCISCO CA 94105 942377613 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 3451863 2374380 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 2721247 COST MARITECH CORPORATION M 139298 COST MARITECH CORPORATION Q 2405141 COST