2020-11-12T09:10:41-06:00 2019-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2019-01-01 135590515 MEBA MEDICAL AND BENEFITS PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 H M AINLEY TRUSTEE EDWARD F. HANLEY, TRUSTEE 4105479111 2020-11-09 1 JOHN ZIMMERMAN P01049106 2402001400 2020-11-09 207.99.80.132 2020-11-09 11:35:53 ES P 5524639FBF68C09EE315A92609141BE2B23F1C15 81D33504B53BA3082261EFB319CDE7FC38FE9D39 2019 2022-01-07 14:23:13Z H M AINLEY TRUSTEE 1007 EASTERN AVE BALTIMORE MD 212024345 126329324 0 X WWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEW X 1950 MD TO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 12 0 82 22 0 0 0 0 32865652 32773208 2809514 3365242 4636647 7784167 40311813 43922617 0 0 34939460 34589927 6547215 6234424 0 0 0 1934577 1956683 43421252 42781034 -3109439 1141583 73883076 80206973 3641634 4047997 70241442 76158976 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 3,500 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 3,500 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 1 138 0 1 82 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 M TRUSTEE - CHAIRMAN 2.00 44.00 X 0 227556 69342 BERTRAM ERIN TRUSTEE 2.00 44.00 X 0 161995 61094 BURKE TRACY ALTERNATE TRUSTEE 2.00 44.00 X 0 142589 43477 DOHERTY RICH TRUSTEE 2.00 44.00 X 0 142590 41732 FISHER PHILIP TRUSTEE 2.00 40.00 X 0 0 0 GILL TIMOTHY TRUSTEE 2.00 40.00 X 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 2.00 44.00 X 0 142590 40361 BALLENGER DUNCAN ALTERNATE TRUSTEE 2.00 4.00 X 0 0 0 COLE WILLIAM ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 VAN LOO WILLIAM TRUSTEE 2.00 44.00 X 0 180800 59168 CALLAHAN JASON TRUSTEE 2.00 44.00 X 0 161995 50841 MOTE DAMON TRUSTEE 2.00 40.00 X 0 0 0 STEPHENS ROBERT TRUSTEE 2.00 40.00 X 0 0 0 SULLIVAN JOHN TRUSTEE 2.00 40.00 X 0 0 0 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 40.00 X 0 0 0 WEISSMAN DAVID ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 SMITH ADAM ALTERNATE TRUSTEE 2.00 44.00 X 0 142590 34628 VOKACADAM TRUSTEE 2.00 44.00 X 0 161995 44530 DOUGLAS IRA ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 THORNTON WILLIAM ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 WASHBURN ED ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 DRAGONE JOHN TRUSTEE 2.00 40.00 X 0 0 0 GILCHRIST ANN ADMINISTRATOR 40.00 X 185435 0 47117 WAGNER JULIE PHYSICIAN 40.00 X 156873 0 25849 KELLY PATRICIA BENEFITS ADMINISTRATION MA 40.00 X 129050 0 42360 FORTUNE KAREN PENSION MANAGER 40.00 X 114576 0 32603 FIELD GRETCHEN ACCOUNTING MANAGER 40.00 X 104733 0 26604 STRANATHAN MATTHEW IS MANAGER 40.00 X 106718 0 29373 CAMPBELL DOUGLAS A CONTROLLER 40.00 X 128807 0 22349 926192 1464700 671428 7 0 1 0 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW WASHINGTON DC 20036 LEGAL SERVICES 1507802 MORGAN LEWIS & BOCKIUS LLP PO BOX 8500 S-6050 PHILADELPHIA PA 191786050 LEGAL SERVICES 724187 BASYS INC 3700 KOPPERS STREET BALTIMORE MD 21227 SOFTWARE CONSULTING 504923 NEW ENGLAND PENSION CONSULTANT DEPARTMENT 3570 PO BOX 4110 WOBURN MA 018884110 INVESTMENT CONSULTANT 378146 BUCHBINDER TUNICK & CO LLP 6720-A ROCKLEDGE DRIVE BETHESDA MD 20817 AUDIT 334765 13 EMPLOYER CONTRIBUTIONS 900099 26571734 26571734 PARTICIPANT CONTRIBUTI 900099 5975174 5975174 EMPLOYER CONTRIBUTIONS 900099 226300 226300 32773208 1763769 1763769 84008180 82406707 1601473 1601473 1601473 REIMBURSED ADMINISTRAT 900099 3930237 3930237 SETTLEMENT 900099 3542286 3542286 MEDICARE PART D REBATE 900099 311644 311644 7784167 43922617 40557375 0 3365242 34589927 425056 3770450 594265 1104634 340019 594428 102593 252593 146771 296996 172221 186002 11472 43844 51390 28406 MISCELLANEOUS 66313 EMPLOYEE TRAINING 3654 42781034 32438 132090 5459575 4932756 111448 129903 2366641 1719032 381869 647609 43615585 51306883 24282161 23057732 73883076 80206973 2069686 2355896 154699 158010 1417249 1534091 3641634 4047997 X 0 0 0 0 70241442 76158976 70241442 76158976 73883076 80206973 1141583 4775951 0 X X 0 1 X 1 0 1001024 1001024 0 1289647 644313 645334 75970 73695 2275 647609 MEBA MASTER TRUST FOR ERISA PLANS 10223 F RUSSELL 1000 VALUE INDEX 5761687 F MELLON CF DV DYNAMIC GROWTH FUND 7851644 F WELLINGTON CTF OPP FIXED INC ALLOC 5829008 F GLOBEFLEX LP 3605170 F 23057732 DUE TO RELATED PLANS 1526530 DUE TO PENDING TRADES 7561 1534091 X 44164130 4775951 4775951 39388179 252593 4281845 4534438 43922617 38246596 0 38246596 252593 4281845 4534438 42781034 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, 2019, 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 2016. 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 M TRUSTEE - CHAIRMAN 0 227556 0 0 0 0 0 38559 0 30783 0 296898 0 0 BERTRAM ERIN TRUSTEE 0 161995 0 0 0 0 0 33911 0 27183 0 223089 0 0 BURKE TRACY ALTERNATE TRUSTEE 0 142589 0 0 0 0 0 17446 0 26031 0 186066 0 0 DOHERTY RICH TRUSTEE 0 142590 0 0 0 0 0 15701 0 26031 0 184322 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 0 142590 0 0 0 0 0 14330 0 26031 0 182951 0 0 VAN LOO WILLIAM TRUSTEE 0 180800 0 0 0 0 0 30864 0 28304 0 239968 0 0 CALLAHAN JASON TRUSTEE 0 161995 0 0 0 0 0 24464 0 26377 0 212836 0 0 SMITH ADAM ALTERNATE TRUSTEE 0 142590 0 0 0 0 0 8597 0 26031 0 177218 0 0 VOKACADAM TRUSTEE 0 161995 0 0 0 0 0 17737 0 26793 0 206525 0 0 GILCHRIST ANN ADMINISTRATOR 184885 0 550 0 0 0 31784 0 15333 0 232552 0 0 0 WAGNER JULIE PHYSICIAN 156323 0 550 0 0 0 10516 0 15333 0 182722 0 0 0 KELLY PATRICIA BENEFITS ADMINISTRATION MA 128500 0 550 0 0 0 27027 0 15333 0 171410 0 0 0 CAMPBELL DOUGLAS A CONTROLLER 128257 0 550 0 0 0 7016 0 15333 0 151156 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 DMC MARINE LLC 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 WASHINGTON STATE FERRIES DYNAMICS CONCEPTS CORP SUNRISE OPERATIONS AMERICAN SHIP MGMT LLC PATRIOT CONTRACT SERVICES - MARAD GFC CRANE CONSULTANTS (MEBA) KEYSTONE SHIPPING COMPANY - MARAD KING COUNTY 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