2016-11-10T11:24:19-06:00 2015-12-31 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2015-01-01 043282355 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMPLOYEE WELFARE BENEFITS TRUST % DANA FERNANDEZ CONTROLLER WOOD 5084572000 569 WOODS HOLE ROAD MS-14 Suite MS WOODS HOLE MA 02543 JEFFREY FERNANDEZ VP OF OPS & CEO 5084572000 2016-11-07 true ERIN COUTURE P01390592 6175305000 2015 2017-02-10 21:41:12Z JEFFREY FERNANDEZ 569 WOODS HOLE ROAD MS 14 WOODS HOLE MA 02543 9579009 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 6493492 6880265 85429 334934 1687 6982 6580608 7222181 0 0 6963586 7542692 7408 3250 0 0 0 547255 523975 7518249 8069917 -937641 -847736 14615594 13477014 63534 460030 14552060 13016984 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 X 1 1 false false false false false false false false false false true false false false false false false X X DANA FERNANDEZ CONTROLLER 5082893505 569 WOODS HOLE RD MS 14 WOODS HOLE MA 02543 STATE STREET BANK AND TRUST COMPANY TRUSTEE 1.0 0.0 X 3250 0 0 3250 0 0 0 false false false BLUE CROSS BLUE SHIELD PO BOX 4701 WOBURN MA 01888 MANAGEMENT FEE 434323 1 0 RETIREE CONTRIBUTIONS 900099 605617 605617 EMPLOYEE CONTRIBUTIONS 900099 2183612 2183612 EMPLOYER CONTRIBUTIONS 900099 4091036 4091036 6880265 0 0 0 0 0 0 2691762 2356828 334934 334934 0 0 0 OTHER MISCELLANEOUS 900099 6982 6982 6982 7222181 6880265 6982 0 0 0 7542692 3250 0 0 0 0 0 434323 0 54905 0 0 33997 750 0 0 0 0 0 0 0 0 0 0 0 0 8069917 0 0 141266 93786 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14474324 13221918 0 0 0 0 4 161310 14615594 13477014 63534 460030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 63534 460030 X 0 0 0 0 14552060 13016984 14552060 13016984 14615594 13477014 -847736 -687340 X false true X true COMMINGLED FUNDS 13221918 F 13221918 0 0 6534841 -687340 -687340 7222181 7222181 8069917 8069917 8069917 SCHEDULE D, PART X, LINE 2 ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015 AND 2014, 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. 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, LINE 18 - THE FORM 990 IS MADE AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG. 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) 7 NA false false false false false false false false false false false false false false false false true false false true