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M M & P HEALTH & BENEFIT FUND: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
M M & P HEALTH & BENEFIT FUND (EIN 13-5565128)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-10
IRS object ID
201733149349301873
Schema version
2016v3.0
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)
Return2017-11-10T10:40:01-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-06SignatureDt
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)
IP2017-11-06IPDt
IP Tm14:07:47IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id095943DCA95252609CECBF19EEA21DCD2E30C8C9AtSubmissionCreationDeviceId
At Submission Filing Device IdF21DBD4368D9C35989C3FE7D65BD1354CFEBDD87AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$181,623,801GrossReceiptsAmt
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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee55TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$51,724,579PYProgramServiceRevenueAmt
CY Program Service Revenue$55,159,925CYProgramServiceRevenueAmt
PY Investment Income$2,414,916PYInvestmentIncomeAmt
CY Investment Income$3,281,329CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$54,139,495PYTotalRevenueAmt
CY Total Revenue$58,441,254CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$49,940,841PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$57,952,577CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,227,280PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,204,971CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,917,841PYOtherExpensesAmt
CY Other Expenses$1,823,308CYOtherExpensesAmt
PY Total Expenses$54,085,962PYTotalExpensesAmt
CY Total Expenses$61,980,856CYTotalExpensesAmt
PY Revenues Less Expenses$53,533PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,539,602CYRevenuesLessExpensesAmt
Total Assets BOY$79,825,329TotalAssetsBOYAmt
Total Assets EOY$79,038,496TotalAssetsEOYAmt
Total Liabilities BOY$3,395,302TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,461,617TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$76,430,027NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$73,576,879NetAssetsOrFundBalancesEOYAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer EntYes (1)BusinessRlnWithOfficerEntInd
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 Document4794IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee55EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
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$197,830$91,098
CAPT KENNETH CARLSON JR
TRUSTEE1.002.00Yes (X)$0$0$0
MR EDWARD MORGAN
TRUSTEE, SECRETARY, TREASU2.008.00Yes (X)Yes (X)$0$0$0
MR TIMOTHY GILL
TRUSTEE1.004.00Yes (X)$0$0$0
CAPT JOHN SULLIVAN
TRUSTEE1.004.00Yes (X)$0$0$0
MR WILLIAM CAMERON
TRUSTEE1.004.00Yes (X)$0$0$0
MR ROBERT STEPHENS
TRUSTEE1.004.00Yes (X)$0$0$0
MR JEAN HARRINGTON
ALTERNATE TRUSTEE1.004.00Yes (X)$0$0$0
MR C MICHAEL MURRAY
TRUSTEE1.0041.50Yes (X)$0$181,771$48,076
MR JACK CRAFT
TRUSTEE1.005.00Yes (X)$0$0$0
MR STEPHEN WERSE
TRUSTEE1.0042.50Yes (X)$0$249,308$94,258
MR DAVID BOATNER
TRUSTEE1.0042.00Yes (X)$0$187,904$79,383
MR WAYNE FARTHING
TRUSTEE1.0042.00Yes (X)$0$179,011$79,383
MR TIM SAFFLE
ALTERNATE TRUSTEE1.004.00Yes (X)$0$0$0
MR GEORGE QUICK
ALTERNATE TRUSTEE0.5040.50Yes (X)$0$155,315$0
MR JOHN SCHAEFFNER
ALTERNATE TRUSTEE0.501.00Yes (X)$0$122,916$31,095
MR TOM BELL
ALTERNATE TRUSTEE1.004.00Yes (X)$0$0$0
MR DONALD JOSBERGER
TRUSTEE1.0042.50Yes (X)$0$217,378$79,383
MR JOHN DRAGONE
ALTERNATE TRUSTEE1.004.00Yes (X)$0$0$0
MR ED HANLEY
TRUSTEE1.004.00Yes (X)$0$0$0
MR RON TUCKER
TRUSTEE0.501.00Yes (X)$0$204,116$37,162
MR KLAUS LUHTA
TRUSTEE1.00Yes (X)$0$172,661$78,178
MR LARS TURNER
TRUSTEE1.00Yes (X)$0$133,311$70,377
MR PATRICK MCCULLOUGH
ADMINISTRATOR24.0016.00Yes (X)$127,123$85,173$84,716
MS PAULA PHILLIPS
CONTROLLER24.0016.00Yes (X)$73,352$49,146$64,700
MS ANN MARIE MCCULLOUGH
MEDICAL BENEFIT MANAGER24.0016.00$81,947$54,905$70,360Yes (X)
MR KEN RYAN
TRUST DEPT. MANAGER24.0016.00$89,024$59,647$69,166Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$371,446TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,250,392TotReportableCompRltdOrgAmt
Total Other Compensation$977,335TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
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$987,347
STEPTOE & JOHNSON
1330 CONNECTICUT AVENUE NWWASHINGTONDC20036LEGAL SERVICES$367,892
IOMM&P
700 MARITIME BOULEVARD SUITE BLINTHICUM HEIGHTSMD21090ADMINISTRATIVE SERVICES$244,446
DELTA DENTAL
ONE DELTA DRIVEMECHANICSBURGPA17055DENTAL CLAIMS PROCESSING$213,431
SLEVIN & HART
1625 MASSACHUSETTS AVE NW SUITEWASHINGTONDC20036LEGAL SERVICES$207,898
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRIBUTIONS - EMPLOYERS900099$50,780,288$50,780,288
CONTRIBUTIONS - VOLUNTARY900099$4,353,617$4,353,617
OTHER CONTRIBUTIONS900099$26,020$26,020
FieldValueIRS element (for citing)
Total Program Service Revenue$55,159,925TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,489,331TotalRevenueColumnAmt
Exclusion$1,489,331ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$124,974,545SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$123,182,547SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,791,998SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,791,998TotalRevenueColumnAmt
Related Or Exempt Func Income$1,791,998RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,441,254TotalRevenueColumnAmt
Related Or Exempt Func Income$56,951,923RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,489,331ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$57,952,577TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$289,945TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,145,562TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$220,478TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$447,371TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$101,615TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$575,791TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,422TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$124,764TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$139,710TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$260,025TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$208,398TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,498TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$66,490TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,086TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$40,151TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
HIRING HALL EXPENSE$235,778
BANK SERVICE CHARGES$57,855
PCORI FEES$41,867
PAYROLL PROCESSING SERV$5,642

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,831TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$61,980,856TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$465BOYAmt
EOY$454EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,554,439BOYAmt
EOY$6,862,496EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,727,979BOYAmt
EOY$7,972,889EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$31,038,173BOYAmt
EOY$29,309,212EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$36,504,273BOYAmt
EOY$34,893,445EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$79,825,329BOYAmt
EOY$79,038,496EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$154,402BOYAmt
EOY$283,251EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,240,900BOYAmt
EOY$5,178,366EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,395,302BOYAmt
EOY$5,461,617EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$76,430,027BOYAmt
EOY$73,576,879EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,430,027BOYAmt
EOY$73,576,879EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$79,825,329BOYAmt
EOY$79,038,496EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,539,602ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$686,454NetUnrlzdGainsLossesInvstAmt
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 (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LOOMIS SAYLES LONG/SHORT CREDIT FUND$3,408,174F
PIMCO TOTAL RETURN FUND$6,064,665F
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND$23,469,849F
WELLINGTON CTF GBL TOTAL RTN$1,950,757F
FieldValueIRS element (for citing)
Total Book Value Securities$34,893,445TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO OTHER MM&P PLANS$471,288
SECURITIES PURCHASED PENDING SETTLEMENT$2,410,540
CASH OVERDRAFT$2,296,538
FieldValueIRS element (for citing)
Total Liability$5,178,366TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$59,002,945TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$686,454NetUnrealizedGainsInvstAmt
Revenue Not Reported$686,454RevenueNotReportedAmt
Revenue Subtotal$58,316,491RevenueSubtotalAmt
Investment Expenses Not Incld$124,764InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$124,764RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$58,441,255TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$61,856,093TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$61,856,093ExpensesSubtotalAmt
Investment Expenses Not Incld2$124,764InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$124,764ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$61,980,857TotalExpensesPerForm990Amt

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 (15 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$184,723$0$0$0$13,107$0$66,640$0$24,458$0$288,928$0$0
MR C MICHAEL MURRAY
TRUSTEE$0$167,371$0$0$0$14,400$0$19,864$0$28,212$0$229,847$0$0
MR STEPHEN WERSE
TRUSTEE$0$233,291$0$0$0$16,017$0$69,989$0$24,269$0$343,566$0$0
MR DAVID BOATNER
TRUSTEE$0$172,005$0$0$0$15,899$0$54,226$0$25,157$0$267,287$0$0
MR WAYNE FARTHING
TRUSTEE$0$163,311$0$0$0$15,700$0$54,226$0$25,157$0$258,394$0$0
MR GEORGE QUICK
ALTERNATE TRUSTEE$0$146,515$0$0$0$8,800$0$0$0$0$0$155,315$0$0
MR JOHN SCHAEFFNER
ALTERNATE TRUSTEE$0$114,516$0$0$0$8,400$0$13,335$0$17,760$0$154,011$0$0
MR DONALD JOSBERGER
TRUSTEE$0$201,915$0$0$0$15,463$0$54,226$0$25,157$0$296,761$0$0
MR RON TUCKER
TRUSTEE$0$188,261$0$0$0$15,855$0$19,858$0$17,304$0$241,278$0$0
MR KLAUS LUHTA
TRUSTEE$0$159,775$0$0$0$12,886$0$52,949$0$25,229$0$250,839$0$0
MR LARS TURNER
TRUSTEE$0$120,085$0$0$0$13,226$0$44,682$0$25,695$0$203,688$0$0
MR PATRICK MCCULLOUGH
ADMINISTRATOR$127,123$85,173$0$0$0$0$33,505$22,448$17,223$11,540$177,851$119,161$0$0
MS PAULA PHILLIPS
CONTROLLER$73,352$49,146$0$0$0$0$21,519$14,418$17,223$11,540$112,094$75,104$0$0
MS ANN MARIE MCCULLOUGH
MEDICAL BENEFIT MANAGER$81,947$54,905$0$0$0$0$24,908$16,689$17,223$11,540$124,078$83,134$0$0
MR KEN RYAN
TRUST DEPT. MANAGER$89,024$59,647$0$0$0$0$24,193$16,210$17,223$11,540$130,440$87,397$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ANN MARIE MCCULLOUGH
WIFE OF PATRICK MCCULLOUGH$124,078EMPLOYEE0
MICHAEL MCCULLOUGH
SON OF PATRICK MCCULLOUGH$63,224EMPLOYEE0
MM&P PENSION PLAN
COMMON BOARD MEMBERS$495,317ADMINISTRATIVE SERVICES INCURRED BY MM&P HEALTH & BENEFIT PLAN AND REIMBURSED BY MM&P PENSION PLAN0
MM&P IRA PLAN
COMMON BOARD MEMBERS$409,762ADMINISTRATIVE SERVICES INCURRED BY MM&P HEALTH & BENEFIT PLAN AND REIMBURSED BY MM&P IRA PLAN0
MM&P ADJUSTABLE PENSION PLAN
COMMON BOARD MEMBERS$196,776ADMINISTRATIVE 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 MORGANJACK CRAFTJOHN SULLIVANWILLIAM CAMERONED HANLEYJEAN HARRINGTONTIMOTHY GILLROBERT STEPHENSDONALD MARCUSSTEPHEN WERSEDONALD JOSBERGERMICHAEL MURRAYDAVID BOATNERWAYNE FARTHINGKLAUS LUHTALARS TURNERJOHN DRAGONEJOHN SCHAEFNERTIM SAFFLETOM BELLExplanationTxt

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 12CQUESTIONNAIRES ARE DISTRIBUTED PERIODICALLY TO EACH TRUSTEE AND KEY EMPLOYEE FOR DISCLOSURE OF ALL POTENTIAL OR ACTUAL CONFLICTS.
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 (14 entries)

CANAVERAL PILOTS ASSOCIATION
CRESCENT RIVER PORT PILOTS ASSOCIATION
HOUSTON PILOTS
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
COLUMBIA RIVER BAR PILOTS
PASHA HAWAII HOLDINGS LLC (SUNRISE OPERATIONSMMS)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (48 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
SULPHUR CARRIERS INC
MAERSK
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
SOUND FREIGHT LINES INC
BLACK BALL TRANSPORT INC
FOSS INTERNATIONAL 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
SOUTHAMPTON TOWING COMPANY
FRUDAKER HARBOR
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