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MEBA MEDICAL AND BENEFITS PLAN: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MEBA MEDICAL AND BENEFITS PLAN (EIN 13-5590515)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201703199349311810
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)
Return2017-11-15T14:33:16-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16720-A ROCKLEDGE DRIVE SUITE 510AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20817ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135590515EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEBA MEDICAL AND BENEFITS PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEBABusinessNameControlTxt
Phone4105479111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212024345ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH M AINLEY TRUSTEEPersonNm
Person TitleEDWARD F. HANLEY, TRUSTEEPersonTitleTxt
Phone4105479111PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN ZIMMERMANPreparerPersonNm
PTINP01049106PTIN
Phone2402001400PhoneNum
Preparation2017-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.4.209.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-15IPDt
IP Tm15:03:41IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id12A467B009B37059C69C0FF69FF72A1B294E1161AtSubmissionCreationDeviceId
At Submission Filing Device Id4CF27AF391F46E4781C39B516F1D4EFAE52BC53EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerH M AINLEY TRUSTEEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212024345ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$153,667,147GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEWWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee74TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$32,749,751PYProgramServiceRevenueAmt
CY Program Service Revenue$32,918,988CYProgramServiceRevenueAmt
PY Investment Income$3,172,117PYInvestmentIncomeAmt
CY Investment Income$8,107,739CYInvestmentIncomeAmt
PY Other Revenue$5,426,180PYOtherRevenueAmt
CY Other Revenue$5,290,397CYOtherRevenueAmt
PY Total Revenue$41,348,048PYTotalRevenueAmt
CY Total Revenue$46,317,124CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$35,263,101PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$35,120,893CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,623,968PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,528,661CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,514,307PYOtherExpensesAmt
CY Other Expenses$1,628,541CYOtherExpensesAmt
PY Total Expenses$43,401,376PYTotalExpensesAmt
CY Total Expenses$43,278,095CYTotalExpensesAmt
PY Revenues Less Expenses-$2,053,328PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,039,029CYRevenuesLessExpensesAmt
Total Assets BOY$80,145,411TotalAssetsBOYAmt
Total Assets EOY$80,671,227TotalAssetsEOYAmt
Total Liabilities BOY$3,484,075TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,903,795TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$76,661,336NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$74,767,432NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL, DEATH AND DISMEMBERMENT, DENTAL, OPTICAL, ANNUAL DIAGNOSTIC EXAMS, DISABILITY, HEARING AIDS, WAGE INSURANCE, LEGAL AID AND CERTAIN OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED MEDICAL BENEFITS TO APPROXIMATELY 3,500 ACTIVE AND RETIRED PARTICIPANTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPROVIDED FOR THE OPERATING COSTS OF 2 DIAGNOSTIC MEDICAL CENTERS AND FOR PARTICIPANT TRAVEL TO THOSE MEDICAL CENTERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPROVIDED ADDITIONAL BENEFITS FOR APPROXIMATELY 3,500 ACTIVE AND RETIRED PARTICIPANTS IN THE WAY OF INSURANCE, LEGAL AID AND MEDICARE PREMIUM REIMBURSEMENTS.Desc
FieldValueIRS element (for citing)
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
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 Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document29IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee74EmployeeCnt
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANN GILCHRIST ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4105479111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212024345ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
AINLEY H M
CHAIRMAN - TRUSTEE2.0044.00Yes (X)$0$219,563$58,075
BERTRAM ERIN
ALTERNATE TRUSTEE2.0044.00Yes (X)$0$139,104$46,797
BURKE TRACY
ALTERNATE TRUSTEE2.0044.00Yes (X)$0$139,104$30,671
DOHERTY RICH
TRUSTEE2.0044.00Yes (X)$0$139,104$39,437
DORN ROBERT
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
FISHER PHILIP
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
GILL TIMOTHY
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
MOSES DALE
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
DUNCAN JEFF
ALTERNATE TRUSTEE2.0044.00Yes (X)$0$139,104$29,323
GUERRA CHRIS
TRUSTEE2.0044.00Yes (X)$0$156,304$46,033
SISTRUNK PHILLIP
TRUSTEE2.0044.00Yes (X)$0$156,304$24,970
VOKAC ADAM
TRUSTEE2.0044.00Yes (X)$0$156,304$36,227
BALLENGER DUNCAN
ALTERNATE TRUSTEE2.004.00Yes (X)$0$0$0
CAMERON MICHAEL
TRUSTEE2.0040.00Yes (X)$0$0$0
COLE WILLIAM
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
CRAFT JACK
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
VAN LOO WILLIAM
TRUSTEE2.0044.00Yes (X)$0$174,450$35,717
MOTE DAMON
TRUSTEE2.0040.00Yes (X)$0$0$0
STEPHENS ROBERT
TRUSTEE2.0040.00Yes (X)$0$0$0
SULLIVAN JACK
TRUSTEE2.0040.00Yes (X)$0$0$0
HANLEY EDWARD
SECRETARY - TRUSTEE2.0040.00Yes (X)$0$0$0
SZYMCZAK ALLEN
ADMINISTRATOR40.00$271,585$0$38,605Yes (X)
GILCHRIST ANN
ADMINISTRATOR40.00$167,716$0$30,986Yes (X)
KELLY PATRICIA
BENEFITS ADMINISTRATION MA40.00$117,268$0$34,647Yes (X)
FORTUNE KAREN
PENSION MANAGER40.00$102,912$0$26,225Yes (X)
WAGNER JULIE
PHYSICIAN40.00$132,940$0$20,826Yes (X)
GILLOGLY NORMA
DIAGNOSTIC CENTER MANAGER40.00$118,109$0$34,066Yes (X)
FABELLA SANDRA
ASSISTANT CONTROLLER40.00$149,009$0$36,619Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,059,539TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,419,341TotReportableCompRltdOrgAmt
Total Other Compensation$569,224TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
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
SLEVIN & HART PC
1625 MASSACHUSSETTS AVE NW STE 450WASHINGTONDC20036LEGAL SERVICES$919,553
MORGAN LEWIS & BOCKIUS LLP
PO BOX 8500 S-6050PHILADELPHIAPA191786050LEGAL SERVICES$774,808
BUCHBINDER TUNICK & CO LLP
6720-A ROCKLEDGE DR STE 510BETHESDAMD20817AUDIT$332,869
SEGAL COMPANY
333 WEST 34TH STNEW YORKNY10001CONSULTING & ACTUARIAL$329,208
NEW ENGLAND PENSION CONSULTANT LLC
PO BOX 4110WOBURNMA018884110CONSULTING$287,637
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$25,287,581$25,287,581
PARTICIPANT CONTRIBUTIONS900099$7,456,635$7,456,635
EMPLOYER CONTRIBUTIONS - FRCA900099$174,772$174,772
FieldValueIRS element (for citing)
Total Program Service Revenue$32,918,988TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,179,313TotalRevenueColumnAmt
Exclusion$1,179,313ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$114,278,449SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$107,350,023SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,928,426SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,928,426TotalRevenueColumnAmt
Exclusion$6,928,426ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMBURSED ADMINISTRATIVE EXP.900099$5,286,336$5,286,336
MISCELLANEOUS900099$130,066$130,066
MEDICARE PART D REBATES900099-$126,005-$126,005
FieldValueIRS element (for citing)
Other Revenue Total$5,290,397OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,317,124TotalRevenueColumnAmt
Related Or Exempt Func Income$38,209,385RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,107,739ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$35,120,893TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$516,104TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,963,816TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$610,817TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,102,207TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$335,717TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$377,160TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$66,035TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$181,208TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$228,338TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$213,278TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$134,916TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$114,024TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,616TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,341TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,014TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,221TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
BAD DEBT EXPENSE$232,076
EMPLOYEE TRAINING$1,314

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,278,095TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,282,306BOYAmt
EOY$1,253,224EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,005,953BOYAmt
EOY$5,995,210EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$45,872BOYAmt
EOY$153,625EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,568,672LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,525,411LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$45,146BOYAmt
EOY$43,261EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,368,478BOYAmt
EOY$41,891,877EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,397,640BOYAmt
EOY$31,334,030EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$80,145,411BOYAmt
EOY$80,671,227EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$793,413BOYAmt
EOY$2,075,242EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$223,480BOYAmt
EOY$195,207EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,467,182BOYAmt
EOY$3,633,346EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,484,075BOYAmt
EOY$5,903,795EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$76,661,336BOYAmt
EOY$74,767,432EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,661,336BOYAmt
EOY$74,767,432EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$80,145,411BOYAmt
EOY$80,671,227EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,039,029ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,932,933NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,003,815OtherCostOrOtherBasisAmt
Depreciation$1,003,815DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$406,403OtherCostOrOtherBasisAmt
Depreciation$401,767DepreciationAmt
Book Value$4,636BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$158,454OtherCostOrOtherBasisAmt
Depreciation$119,829DepreciationAmt
Book Value$38,625BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$43,261TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MEBA MASTER TRUST FOR ERISA PLANS$4,335,585F
RUSSELL 1000 VALUE INDEX$5,887,495F
MELLON CF DV DYNAMIC GROWTH FUND$6,182,427F
WELLINGTON CTF OPP FIXED INC ALLOC$5,542,472F
GLOBEFLEX LP$3,409,226F
STANDARD LIFE INVESTMENTS GLOBAL ABSOLUTE RETURN STRAT OFFSHORE FEEDER FUND$5,976,825F
FieldValueIRS element (for citing)
Total Book Value Securities$31,334,030TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED PLANS$3,420,322
DUE TO PENDING TRADES$213,024
FieldValueIRS element (for citing)
Total Liability$3,633,346TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$36,042,652TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,932,933NetUnrealizedGainsInvstAmt
Revenue Not Reported-$4,932,933RevenueNotReportedAmt
Revenue Subtotal$40,975,585RevenueSubtotalAmt
Investment Expenses Not Incld$181,208InvestmentExpensesNotIncldAmt
Other Revenues Not Included$5,160,331OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$5,341,539RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$46,317,124TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,936,556TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,936,556ExpensesSubtotalAmt
Investment Expenses Not Incld2$181,208InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$5,160,331OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$5,341,539ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$43,278,095TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2016, 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 2013.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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
AINLEY H M
CHAIRMAN - TRUSTEE$0$219,563$0$0$0$0$0$30,808$0$27,267$0$277,638$0$0
BERTRAM ERIN
ALTERNATE TRUSTEE$0$139,104$0$0$0$0$0$26,515$0$20,282$0$185,901$0$0
BURKE TRACY
ALTERNATE TRUSTEE$0$139,104$0$0$0$0$0$10,389$0$20,282$0$169,775$0$0
DOHERTY RICH
TRUSTEE$0$139,104$0$0$0$0$0$19,155$0$20,282$0$178,541$0$0
DUNCAN JEFF
ALTERNATE TRUSTEE$0$139,104$0$0$0$0$0$9,041$0$20,282$0$168,427$0$0
GUERRA CHRIS
TRUSTEE$0$156,304$0$0$0$0$0$21,063$0$24,970$0$202,337$0$0
SISTRUNK PHILLIP
TRUSTEE$0$156,304$0$0$0$0$0$0$0$24,970$0$181,274$0$0
VOKAC ADAM
TRUSTEE$0$156,304$0$0$0$0$0$11,257$0$24,970$0$192,531$0$0
VAN LOO WILLIAM
TRUSTEE$0$174,450$0$0$0$0$0$10,082$0$25,635$0$210,167$0$0
SZYMCZAK ALLEN
ADMINISTRATOR$190,117$0$0$0$81,468$0$28,598$0$10,007$0$310,190$0$0$0
GILCHRIST ANN
ADMINISTRATOR$167,216$0$500$0$0$0$16,884$0$14,102$0$198,702$0$0$0
KELLY PATRICIA
BENEFITS ADMINISTRATION MA$111,378$0$500$0$5,390$0$20,545$0$14,102$0$151,915$0$0$0
WAGNER JULIE
PHYSICIAN$132,940$0$0$0$0$0$6,724$0$14,102$0$153,766$0$0$0
GILLOGLY NORMA
DIAGNOSTIC CENTER MANAGER$117,609$0$500$0$0$0$19,964$0$14,102$0$152,175$0$0$0
FABELLA SANDRA
ASSISTANT CONTROLLER$143,455$0$0$0$5,554$0$22,517$0$14,102$0$185,628$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 11BTHE 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 12CTHE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE ORGANIZATION'S GOVERNING BODY REQUIRES THAT CONFLICTS OF INTEREST BE AVOIDED AND DISCLOSED CONSISTENT WITH ERISA. THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY FOR EMPLOYEES REQUIRES THAT ALL EMPLOYEES AVOID AND DISCLOSE CONFLICTS OF INTEREST. THE ORGANIZATION RECEIVES AN ANNUAL SIGNED STATEMENT FROM EMPLOYEES REGARDING THE WRITTEN CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS WOULD BE REVIEWED BY THE ORGANIZATION'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 15ATHE ADMINISTRATOR'S SALARY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
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. THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST AS REQUIRED BY THE INTERNAL REVENUE CODE.
FORM 990, PART VII, SECTION A, LINE 1A:IN ACCORDANCE WITH A COST SHARING AGREEMENT, SOME HOURS AND COMPENSATION ARE ALLOCATED TO CERTAIN OTHER PLANS ADMINISTERED BY THE SAME PLAN OFFICE BASED ON ACTUAL TIME SPENT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NFOPAPE
LAMONT-DOHERTY OBSERVATORY
DISTRICT NO 1 - MEBA
MEBA TRAINING PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345136219856PROVIDE MARITIME TRAINING TO PARTICIPANTSMD501(C)(3)LINE 2N/A0
DISTRICT NO 6 - PASSNMEBA
MEBA VACATION PLAN - ATLANTIC GULF AND PACIFIC COASTS
1007 EASTERN AVENUEBALTIMOREMD212024345136271916PROVIDE VACATION BENEFITS TO PARTICIPANTSMD501(C)(9)N/A0
MEBA PENSION TRUST-MONEY PURCHASE BENEFIT PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345516029896MONEY PURCHASE DEFINED CONTRIBUTION PLANMD401(A)N/A0
MEBA PENSION TRUST-DEFINED BENEFIT PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345516029896DEFINED BENEFIT PENSION PLANMD401(A)N/A0
MEBA 401(K) PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345516029896DEFINED CONTRIBUTION PLANMD401(A)N/A0
ITF
MEBA MERCHANT MARINE MEMORIAL FOUNDATION INC
27050 ST MICHAELS ROADEASTONMD21601522307014TO HONOR THE MEN AND WOMEN WHO FORM THE HERITAGE OF THE U.S. MERCHANT MARINEMD501(C)(3)LINE 12A, I0MEBA TRAINING PLAN

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (34 entries)

ACME REPAIR
ALASKA TANKER COMPANY LLC
AMERICAN CREWING SERVICES
APL MARINE SERVICES LTD
PATRIOT CONTRACT SERVICES
BLACK BALL TRANSPORT INC
BOSTON MARINE TRANSPORT INC
CENTRAL GULF LINES INC
DMC MARINE LLC
E-SHIPS INC
GFC CRANE CONSULTANTS
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
SULPHUR CARRIERS INC
KEYSTONE PREPOSITIONING
WOODS HOLE MARTHA'S VINEYARD
WATERMAN STEAMSHIP CORP
CARGOTEC USA INC
GRAND RIVER NAVIGATION
MARINE PERSONNEL & PROVIS
WASHINGTON STATE FERRIES
HMS FERRIES INC
DYNAMICS CONCEPTS CORP
TRINITY MANAGEMENT
SUNRISE OPERATIONS
AMERICAN SHIP MGMT LLC
CHESAPEAKE CREWING
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 OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd