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M M & P HEALTH & BENEFIT FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
M M & P HEALTH & BENEFIT FUND (EIN 13-5565128)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202003189349307645
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T14:32:40-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135565128EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MM&P HEALTH & BENEFIT FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMM&PBusinessNameControlTxt
Phone4108508500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 MARITIME BLVD NO AAddressLine1Txt
CityLINTHICUM HEIGHTSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21090ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD MARCUSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4108595700PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT D RODGVILLE CPAPreparerPersonNm
PTINP00365285PTIN
Phone4103565900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.67.46.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm15:32:13IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4377930E804040B62390FCE147CA87693FD1D814AtSubmissionCreationDeviceId
At Submission Filing Device Id08D2E49B6E261105B65CF7B9EA12222FCC1A8E57AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDONALD MARCUSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 MARITIME BLVD NO AAddressLine1Txt
CityLINTHICUM HEIGHTSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21090ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$147,018,996GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THE MEMBERSHIP OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS AS SPECIFIED IN THE PLAN REGULATIONSActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee52TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$62,866,062PYProgramServiceRevenueAmt
CY Program Service Revenue$67,587,303CYProgramServiceRevenueAmt
PY Investment Income$5,250,574PYInvestmentIncomeAmt
CY Investment Income$4,539,580CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$68,116,636PYTotalRevenueAmt
CY Total Revenue$72,126,883CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$65,496,483PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$71,506,036CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,525,490PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,752,835CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,725,794PYOtherExpensesAmt
CY Other Expenses$1,653,839CYOtherExpensesAmt
PY Total Expenses$69,747,767PYTotalExpensesAmt
CY Total Expenses$75,912,710CYTotalExpensesAmt
PY Revenues Less Expenses-$1,631,131PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,785,827CYRevenuesLessExpensesAmt
Total Assets BOY$66,561,951TotalAssetsBOYAmt
Total Assets EOY$66,333,153TotalAssetsEOYAmt
Total Liabilities BOY$2,936,869TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,056,077TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$63,625,082NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$64,277,076NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THE MEMBERSHIP OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS AS SPECIFIED IN THE PLAN REGULATIONSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescEXPENSES FOR PROVIDING MEDICAL, LEGAL, HEALTH AND RELATED BENEFITS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5301IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee52EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICK MCCULLOUGH ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4108508500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 MARITIME BLVDAddressLine1Txt
CityLINTHICUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210901996ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CAPT DONALD MARCUS
TRUSTEE, CHAIRMAN2.0046.50Yes (X)Yes (X)$0$223,996$52,433
CAPT KENNETH CARLSON JR
TRUSTEE1.002.00Yes (X)$0$0$0
MR EDWARD MORGAN
TRUSTEE, SECRETARY, TREASURER2.008.00Yes (X)Yes (X)$0$0$0
MR TIMOTHY GILL
TRUSTEE1.004.00Yes (X)$0$0$0
CAPT JOHN W SULLIVAN
TRUSTEE1.004.00Yes (X)$0$0$0
MR JEAN HARRINGTON
ALTERNATE TRUSTEE1.004.00Yes (X)$0$0$0
MR STEPHEN WERSE
TRUSTEE1.0042.50Yes (X)$0$226,153$51,613
MR TIM SAFFLE
TRUSTEE1.004.00Yes (X)$0$176,128$50,275
MR GEORGE QUICK
ALTERNATE TRUSTEE0.5040.50Yes (X)$0$169,517$0
MR TOM BELL
ALTERNATE TRUSTEE1.004.00Yes (X)$0$177,146$50,315
MR DONALD JOSBERGER
TRUSTEE1.0042.50Yes (X)$0$195,670$55,494
MR JOHN DRAGONE
TRUSTEE1.004.00Yes (X)$0$0$0
MR ED HANLEY
TRUSTEE1.004.00Yes (X)$0$0$0
MR KLAUS LUHTA
TRUSTEE1.004.00Yes (X)$0$181,927$46,437
MR J LARS TURNER
TRUSTEE1.004.00Yes (X)$0$174,532$33,146
MR DANIEL DRISCOLL
TRUSTEE1.004.00Yes (X)$0$0$0
MR STEPHEN DOHERTY
ALTERNATE TRUSTEE1.004.00Yes (X)$0$177,421$50,315
MR DANIEL TWOHIG
ALTERNATE TRUSTEE1.004.00Yes (X)$0$124,445$33,400
MR EDUARDO IGLESIAS
ALTERNATE TRUSTEE1.004.00Yes (X)$0$114,879$22,435
MR EDWARD WASHBURN
TRUSTEE1.004.00Yes (X)$0$0$0
MR THOMAS LARKIN
TRUSTEE1.004.00Yes (X)$0$90,809$19,141
MR ROBERT VASS
ALTERNATE TRUSTEE1.004.00Yes (X)$0$0$0
MR SEAN DOHERTY
ALTERNATE TRUSTEE1.004.00Yes (X)$0$0$0
MR PATRICK MCCULLOUGH
ADMINISTRATOR24.0016.00Yes (X)$144,367$78,250$51,444
MS PAULA PHILLIPS
CONTROLLER24.0016.00Yes (X)$83,584$45,304$43,220
MS ANN MARIE MCCULLOUGH
MEDICAL BENEFIT MANAGER24.0016.00$94,616$51,283$50,494Yes (X)
MR KEN RYAN
TRUST DEPT. MANAGER24.0016.00$102,248$55,421$51,157Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$424,815TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,262,881TotReportableCompRltdOrgAmt
Total Other Compensation$661,319TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CIGNA
10490 LITTLE PATUXENT PARKWAY 60 CCOLUMBIAMD21044MEDICAL CLAIMS PROCESSING$1,353,697
IOMM&P
700 MARITIME BOULEVARD SUITE BLINTHICUM HEIGHTSMD21090ADMINISTRATIVE SERVICES$332,960
DELTA DENTAL
ONE DELTA DRIVEMECHANICSBURGPA17055DENTAL CLAIMS PROCESSING$236,045
SLEVIN & HART
1625 MASSACHUSETTS AVE NW SUITEWASHINGTONDC20036LEGAL SERVICES$203,244
MULTIPLAN
115 FIFTH AVENUE 7TH FLOORNEW YORKNY10003MEDICAL CLAIMS PROCESSING$196,697
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRIBUTIONS - EMPLOYERS900099$62,970,419$62,970,419
CONTRIBUTIONS - VOLUNTARY900099$4,608,194$4,608,194
OTHER CONTRIBUTIONS900099$8,690$8,690
FieldValueIRS element (for citing)
Total Program Service Revenue$67,587,303TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,921,868TotalRevenueColumnAmt
Exclusion$1,921,868ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$77,509,825SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$74,892,113SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,617,712SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,617,712TotalRevenueColumnAmt
Related Or Exempt Func Income$2,617,712RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,126,883TotalRevenueColumnAmt
Related Or Exempt Func Income$70,205,015RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,921,868ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$71,506,036TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$332,974TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,455,311TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$280,179TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$557,691TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$126,680TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$221,391TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$48,500TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$28,289TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$208,834TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$340,961TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$226,485TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$508TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$85,351TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$34,468TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$41,458TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
HIRING HALL EXPENSE$332,960
BANK SERVICE CHARGES$53,868
PCORI FEES$23,373
PAYROLL PROCESSING SERV$6,979

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$414TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$75,912,710TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$193,272BOYAmt
EOY$198,624EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,101,808BOYAmt
EOY$6,348,669EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,699,530BOYAmt
EOY$6,961,820EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$55,567,341BOYAmt
EOY$52,824,040EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$66,561,951BOYAmt
EOY$66,333,153EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$326,017BOYAmt
EOY$126,538EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,610,852BOYAmt
EOY$1,929,539EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,936,869BOYAmt
EOY$2,056,077EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$63,625,082BOYAmt
EOY$64,277,076EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$63,625,082BOYAmt
EOY$64,277,076EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$66,561,951BOYAmt
EOY$66,333,153EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,785,827ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,437,821NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MFO AIM COUNSELOR SER TR INVESCO$24,260,422F
MFO AMERICAN EUROPACIFIC$4,167,538F
MFO BLACK ROCK FDS II MULTI-ASSET INCOME$3,499,815F
PIMCO ALL ASSET FUND$3,486,046F
PIMCO TOTAL RETURN FUND$4,757,897F
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND$12,652,322F
FieldValueIRS element (for citing)
Total Book Value Securities$52,824,040TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO OTHER MM&P PLANS & IOMMP$670,679
CASH OVERDRAFT$1,258,860
FieldValueIRS element (for citing)
Total Liability$1,929,539TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$76,536,415TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,437,821NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,437,821RevenueNotReportedAmt
Revenue Subtotal$72,098,594RevenueSubtotalAmt
Investment Expenses Not Incld$28,289InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$28,289RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$72,126,883TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$75,884,421TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$75,884,421ExpensesSubtotalAmt
Investment Expenses Not Incld2$28,289InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$28,289ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$75,912,710TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CAPT DONALD MARCUS
TRUSTEE, CHAIRMAN$0$188,079$0$0$0$35,917$0$28,854$0$23,579$0$276,429$0$0
MR STEPHEN WERSE
TRUSTEE$0$176,738$0$0$0$49,415$0$28,618$0$22,995$0$277,766$0$0
MR TIM SAFFLE
TRUSTEE$0$160,883$0$0$0$15,245$0$21,107$0$29,168$0$226,403$0$0
MR GEORGE QUICK
ALTERNATE TRUSTEE$0$160,717$0$0$0$8,800$0$0$0$0$0$169,517$0$0
MR TOM BELL
ALTERNATE TRUSTEE$0$160,365$0$0$0$16,781$0$21,107$0$29,208$0$227,461$0$0
MR DONALD JOSBERGER
TRUSTEE$0$180,118$0$0$0$15,552$0$29,964$0$25,530$0$251,164$0$0
MR KLAUS LUHTA
TRUSTEE$0$156,918$0$0$0$25,009$0$20,476$0$25,961$0$228,364$0$0
MR J LARS TURNER
TRUSTEE$0$154,646$0$0$0$19,886$0$7,185$0$25,961$0$207,678$0$0
MR STEPHEN DOHERTY
ALTERNATE TRUSTEE$0$162,365$0$0$0$15,056$0$21,107$0$29,208$0$227,736$0$0
MR DANIEL TWOHIG
ALTERNATE TRUSTEE$0$104,040$0$0$0$20,405$0$13,525$0$19,875$0$157,845$0$0
MR PATRICK MCCULLOUGH
ADMINISTRATOR$144,367$78,250$0$0$0$0$14,034$7,607$19,327$10,476$177,728$96,333$0$0
MS PAULA PHILLIPS
CONTROLLER$83,584$45,304$0$0$0$0$8,701$4,716$19,327$10,476$111,612$60,496$0$0
MS ANN MARIE MCCULLOUGH
MEDICAL BENEFIT MANAGER$94,616$51,283$0$0$0$0$13,418$7,273$19,327$10,476$127,361$69,032$0$0
MR KEN RYAN
TRUST DEPT. MANAGER$102,248$55,421$0$0$0$0$13,847$7,507$19,327$10,476$135,422$73,404$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ANN MARIE MCCULLOUGH
WIFE OF PATRICK MCCULLOUGH$143,986EMPLOYEE0
MICHAEL MCCULLOUGH
SON OF PATRICK MCCULLOUGH$83,792EMPLOYEE0
MM&P PENSION PLAN
COMMON BOARD MEMBERS$454,497ADMINISTRATIVE SERVICES INCURRED BY MM&P HEALTH & BENEFIT PLAN AND REIMBURSED BY MM&P PENSION PLAN0
MM&P IRA PLAN
COMMON BOARD MEMBERS$394,263ADMINISTRATIVE SERVICES INCURRED BY MM&P HEALTH & BENEFIT PLAN AND REIMBURSED BY MM&P IRA PLAN0
MM&P ADJUSTABLE PENSION PLAN
COMMON BOARD MEMBERS$189,166ADMINISTRATIVE SERVICES INCURRED BY MM&P HEALTH & BENEFIT PLAN AND REIMBURSED BY MM&P ADJUSTABLE PENSION PLAN0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, COLUMN BFormAndLineReferenceDesc
ExplanationRELATIONSHIP BETWEEN INTERESTED PERSONS AND THE ORGANIZATIONTHE FOLLOWING TRUSTEES OF THE MM&P HEALTH AND BENEFIT PLAN SIT AS TRUSTEES ON THE VARIOUS ENTITIES IDENTIFIED IN COLUMN A OF PART IV:EDWARD MORGANJOHN SULLIVANED HANLEYJEAN HARRINGTONTIMOTHY GILLDONALD JOSBERGERDONALD MARCUSSTEPHEN WERSEKLAUS LUHTALARS TURNERJOHN DRAGONETOM BELLDANIEL DRISCOLLDANIEL TWOHIGEDUARDO IGLESIASEDWARD WASHBURNTHOMAS LARKINROBERT VASSSEAN DOHERTYExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7AEMPLOYERS APPOINT TRUSTEES BASED UPON LEVEL OF PARTICIPATION. EACH OF THE SEVEN LARGEST EMPLOYERS THAT PARTICIPATE IN ALL OF THE RELATED PLANS ARE ELIGIBLE TO APPOINT A TRUSTEE. THE REMAINING EMPLOYERS ARE ALLOWED TO APPOINT FOUR ALTERNATE TRUSTEES. IN ADDITION, THE GENERAL EXECUTIVE BOARD OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS, THE SPONSORING UNION, APPOINTS SEVEN REGULAR TRUSTEES AND THREE ALTERNATE TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BAN ELECTRONIC COPY OF THE DRAFT FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE GOVERNING BODY AND OTHER COVERED INDIVIDUALS REQUIRES THAT CONFLICTS OF INTEREST BE AVOIDED AND DISCLOSED. ANY POTENTIAL CONFLICTS WOULD BE REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND GOVERNING BODY AND ANY INDIVIDUAL WITH A CONFLICT WOULD BE EXCLUDED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS WITH RESPECT TO THE ISSUE OR TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15THE PLAN CONDUCTS PERIODIC REVIEW OF COMPENSATION AND COMPARES CURRENT COMPENSATION AND COST OF LIVING ADJUSTMENTS TO SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC REGION BASED UPON REVIEW OF THEIR RESPECTIVE FORM 990'S. IN ADDITION, THE PLAN WILL PERIODICALLY RETAIN A CONSULTING FIRM TO PERFORM A COMPENSATION STUDY.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS FORMS 990 AND 1023 AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THAT THE FUND MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPublic Charity StatusPublicCharityStatusTxt
MM&P JOINT EMPLOYMENT COMMITTEE
700 MARITIME BLVD SUITE ALINTHICUM HEIGHTSMD210901996237051736LABOR MANAGEMENT COOPERATION COMMITTEE.MD501(C)(5)0
MASTERS MATES & PILOTS VACATION PLAN
700 MARITIME BLVD SUITE ALINTHICUM HEIGHTSMD210901996135638830TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTSMD501(C)(9)0
MARITIME ADVANCEMENT TRAINING EDUCATION AND SAFETY PROGRAM
692 MARITIME BOULEVARDLINTHICUM HEIGHTSMD210901996132577386TO PROVIDE TRAINING FOR LICENSED DECK OFFICERSMD501(C)(9)0
MASTERS MATES & PILOTS INDIVIDUAL RETIREMENT ACCOUNT PLAN
700 MARITIME BLVD SUITE ALINTHICUM HEIGHTSMD210901996133021839TO PROVIDE DEFINED CONTR. PENSION BENEFITS TO ELIGIBLE PARTICIPANTSMD4010
MASTERS MATES & PILOTS PENSION PLAN
700 MARITIME BLVD SUITE ALINTHICUM HEIGHTSMD210901996136372630TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIESMD4010
MASTERS MATES & PILOTS ADJUSTABLE PENSION PLAN
700 MARITIME BLVD SUITE ALINTHICUM HEIGHTSMD210901996371719247TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIESMD4010
INTERNATIONAL ORGANIZATION OF MASTERS MATES AND PILOTS
700 MARITIME BLVD SUITE BLINTHICUM HEIGHTSMD210901996136020335SPONSORING UNIONMD501(C)(5)0
MM&P POLITICAL CONTRIBUTION FUND
700 MARITIME BLVD SUITE BLINTHICUM HEIGHTSMD210901996132903629POLITICAL ORGANIZATIONDC5270IOMMP
MM&P DISASTER RELIEF FUND
700 MARITIME BLVD SUITE BLINTHICUM HEIGHTSMD210901996203421924CHARITABLEMD501(C)(3)0IOMMPLINE 7
COLUMBIA UNIVERSITY - LAMONT DOHERTY EARTH OBSERVATORY
SUNY MARITIME
STATE OF ALASKA
WHATCOM COUNTY
WAHKIAKUM COUNTY

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)

CANAVERAL PILOTS ASSOCIATION
CRESCENT RIVER PORT PILOTS ASSOCIATION
KEY WEST BAR PILOTS ASSOCIATION
SAN FRANCISCO BAR PILOTS
SOUTHWEST ALASKA PILOTS ASSOCIATION
TRINITY MANAGEMENT GROUP
ASSOCIATED BRANCH PILOTS
CASHMAN DREDGING & MARINE CONTRACTING CO
BLUE & GOLD FLEET
PATRIOT CONTRACTING SERVICES
BAYDELTA MARITIME LLC
COLUMBIA RIVER BAR PILOTS
PASHA HAWAII HOLDINGS LLC (SUNRISE OPERATIONSMMS)
AMERICAN SHIP MANAGEMENT LLC
DEFORGE MARITIME TOWING LLC
REINAUER TRANSPORTATION COMPANIES LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (49 entries)

CENTRAL GULF LINES
E-SHIPS
MIRAID
WATERMAN STEAMSHIP CORPORATION
GALVESTON-TEXAS CITY PILOTS
HOUSTON PILOTSBEATTY STREET PROPERTIES
ST JOHNS BAR PILOT ASSOCIATION
ARANSAS CORPUS CHRISTI PILOTS
MAERSK LINES
COMPASS GROUPFLIK INTERNATIONAL
GRAND RIVER NAVIGATION COMPANY INC
SANDY HOOK PILOTS' ASSOCIATION
CIRCLE LINE SIGHTSEEING YACHTS INC
NORTH FERRY COMPANY
DUTRA GROUP
SHAVER TRANSPORTATION COMPANY
SORTWELL INC DBA AMNAV MARITIME SERVICES
ROSS ISLAND SAND & GRAVEL
WESTAR MARINE SERVICES DIVISION OF CROSSLINK INC
SEAWAY TOWING COMPANY INC
DUNLAP TOWING COMPANY
RANDYBROOKS INC
BLACK BALL TRANSPORT INC
MATSON NAVIGATION COMPANY INC
APL MARINE SERVICES
CHESAPEAKE CREWING
HMS FERRIES INC
BISCAYNE BAY PILOTS
SABINE PILOT SERVICE INC
THE GREAT LAKES TOWING COMPANY
T&T MARINE SERVICES INC
PEP INC
DR JAX MARINE INC
L&E MARINE CORP
GBH MARINE
CETACEAN MARINE INC
CRESCENT TOWING COSAVANNAH DOCKING PILOTS
TERRASA & STAIR PA
MARITIME PERSONNEL PROVISIONING
WEEKS MARINE INC
BRUSCO TUG & BARGE
OSCAR NIEMETH TOWING
CROWLEY MARINE SERVICES
SAN FRANCISCO HARBOR CO CROWLEY MARINE
PUGET SOUNDS PILOT
FRUDAKER HARBOR
MY CLEANING SERVICE
KATHERINE SWEENEY SHIP SERVICES INC DBA COMPLIANCE MARITIME
PENOBSCOT BAY & RIVER PILOTS
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd