2020-11-13T14:23:01-06:00 2019-12-31 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2019-01-01 043282355 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMPLOYEE WELFARE BENEFITS TRUST % DANA FERNANDEZ SR DIR FINAN WOOD 5084572000 569 WOODS HOLE ROAD MS-14 Suite MS WOODS HOLE MA 02543 JEFFREY FERNANDEZ VP OF OPS & CEO 5084572000 2020-11-04 true GWEN SPENCER P00641463 6175305000 2020-11-02 155.201.35.69 04363820203185000060 2020-11-13 P B47CCF04BD3B2E015E6960197D502E2208D5D56B EF1072450F0F741895684F37E73F23BFD826A89D 2019 2021-04-22 16:20:28Z PETER DE MENOCAL 569 WOODS HOLE ROAD MS 14 WOODS HOLE MA 02543 11863828 false X N/A X 1993 MA PROVIDE BENEFITS FOR ELIGIBLE RETIREES UNDER THE WOODS HOLE OCEANOGRAPHIC RETIREE MEDICAL PLAN. 1 1 0 0 0 0 0 8845326 8602254 448859 631491 0 0 9294185 9233745 0 0 9270013 8551282 0 0 0 0 0 516086 541258 9786099 9092540 -491914 141205 10451735 12225972 125342 0 10326393 12225972 PROVIDE MEDICAL BENEFITS FOR ELIGIBLE RETIREES AND ACTIVE EMPLOYEES UNDER THE WOODS HOLE OCEANOGRAPHIC MEDICAL BENEFIT PLAN. false false THE PLAN PROVIDES MEDICAL BENEFITS FOR ELIGIBLE RETIREES AND ACTIVE EMPLOYEES UNDER WOODS HOLE OCEANOGRAPHIC MEDICAL BENEFIT PLAN. THE PLAN PROVIDES FOR A CONTINUATION OF EMPLOYER PROVIDED MEDICAL COVERAGE AFTER RETIREMENT FOR THOSE RETIREES SATISFYING THE PLAN'S ELIGIBILITY CONDITIONS. FOR ACTIVE EMPLOYEES BENEFITS ARE PROVIDED THROUGH A GROUP MEDICAL PLAN. false false false false false false false false false false true false false false true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false X 1 1 false false false false false false false false false false true false false false false false false X DANA FERNANDEZ SR DIR FINAN 5082893505 569 WOODS HOLE RD MS 14 WOODS HOLE MA 02543 X STATE STREET BANK AND TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false BLUE CROSS BLUE SHIELD PO BOX 4701 WOBURN MA 01888 MANAGEMENT FEE 464569 1 0 RETIREE CONTRIBUTIONS 900099 645890 645890 EMPLOYEE CONTRIBUTIONS 900099 2748138 2748138 EMPLOYER CONTRIBUTIONS 900099 5208226 5208226 8602254 0 0 0 0 0 0 0 0 0 0 3261574 2630083 631491 631491 631491 0 0 0 0 0 0 0 0 0 0 9233745 8602254 631491 0 0 0 8551282 0 0 0 0 0 0 464569 0 57010 0 0 19679 0 0 0 0 0 0 0 0 0 0 0 0 0 9092540 0 0 0 0 0 0 137977 123629 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10162863 11550747 0 0 0 0 150895 551596 10451735 12225972 125342 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 125342 0 X 0 0 0 0 10326393 12225972 10326393 12225972 10451735 12225972 141205 1758374 X false true X true COMMINGLED FUNDS 11550747 F 11550747 0 0 X 10992119 1758374 1758374 9233745 9233745 9092540 9092540 9092540 SCHEDULE D, PART X, LINE 2 THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLANS NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE TRUST HAS OBTAINED A FAVORABLE DETERMINATION LETTER DATED NOVEMBER 3, 1995 FROM THE INTERNAL REVENUE SERVICE. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE INSTITUTION BELIEVES THAT THE RELATED TRUST CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLANS FINANCIAL STATEMENTS. 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 TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, GOVERNANCE, MANAGEMENT AND DISCLOSURE PART VI, QUESTIONS 8 AND 12-15 - THIS ORGANIZATION IS A VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION 501(C)(9) TRUST. ITS BOARD CONSISTS OF ONE TRUSTEE. THE TRUSTEE IS A BANK THAT HAS A FIDUCIARY DUTY TO MANAGE INVESTMENTS IN THE INTEREST OF THE BENEFICIARIES AND OPERATES PURSUANT TO A STRINGENT CODE OF CONDUCT. ADDITIONALLY, THE VEBA DOES NOT HAVE ANY EMPLOYEES. THEREFORE, THERE ARE NO PROCESSES RELATED TO EMPLOYEE COMPENSATION. PART VI, QUESTION 11 - THE WOODS HOLE OCEANOGRAPHIC INSTITUTION PERSONNEL RESPONSIBLE FOR THE TRUST RECEIVE AND REVIEW THE FORM 990 PRIOR TO SIGNING. PART VI QUESTION 19 - THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC AND DOES NOT HAVE A CONFLICT OF INTEREST POLICY. Woods Hole Oceanographic Institution 569 Woods Hole Road MS 14 Woods Hole MA 02543 042105850 Research MA 501(c)(3) 07 NA false false false false false false false false false false false false false false false true false false true