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MEBA MEDICAL AND BENEFITS PLAN: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MEBA MEDICAL AND BENEFITS PLAN (EIN 13-5590515)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201523209349305962
Schema version
2014v5.0
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)
Return2015-11-16T11:32:10-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN ZIMMERMANPreparerPersonNm
PTINP01049106PTIN
Phone2402001400PhoneNum
Preparation2015-11-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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$127,894,731GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.MEBAPLANS.ORG/PR02.HTMWebsiteAddressTxt
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 Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$33,415,241PYProgramServiceRevenueAmt
CY Program Service Revenue$35,328,268CYProgramServiceRevenueAmt
PY Investment Income$2,688,821PYInvestmentIncomeAmt
CY Investment Income$2,482,511CYInvestmentIncomeAmt
PY Other Revenue$3,836,114PYOtherRevenueAmt
CY Other Revenue$5,234,037CYOtherRevenueAmt
PY Total Revenue$39,940,176PYTotalRevenueAmt
CY Total Revenue$43,044,816CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$32,457,986PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$35,223,513CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,871,057PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,254,201CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,494,070PYOtherExpensesAmt
CY Other Expenses$1,798,732CYOtherExpensesAmt
PY Total Expenses$38,823,113PYTotalExpensesAmt
CY Total Expenses$43,276,446CYTotalExpensesAmt
PY Revenues Less Expenses$1,117,063PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$231,630CYRevenuesLessExpensesAmt
Total Assets BOY$81,040,457TotalAssetsBOYAmt
Total Assets EOY$82,940,387TotalAssetsEOYAmt
Total Liabilities BOY$1,536,539TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,018,941TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$79,503,918NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$80,921,446NetAssetsOrFundBalancesEOYAmt
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 Document192IRPDocumentCnt
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 ACTING 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 (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
AINLEY HM
CHAIRMAN - TRUSTEE2.0040.00Yes (X)$0$217,186$39,862
BALLENGER DUNCAN
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$17,349$0
BERTRAM ERIN
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$133,939$30,653
BLANKENSHIP MARK
TRUSTEE2.00Yes (X)$0$0$0
BURKE TRACY
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$124,952$25,352
CAMERON MICHAEL
TRUSTEE2.00Yes (X)$0$0$0
COLE WILLIAM
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
CRAFT JACK
TRUSTEE2.00Yes (X)$0$0$0
DOHERTY RICH
TRUSTEE2.0040.00Yes (X)$0$133,939$35,936
DORN ROBERT
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
DUNCAN JEFF
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$133,939$24,533
FISHER PHILIP
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
GAUSLOW NORM
TRUSTEE2.00Yes (X)$0$0$0
GUERRA CHRIS
TRUSTEE2.0040.00Yes (X)$0$152,388$40,353
HANLEY EDWARD
SECRETARY - TRUSTEE2.00Yes (X)$0$0$0
MOSES DALE
TRUSTEE2.00Yes (X)$0$0$0
SISTRUNK PHILLIP
TRUSTEE2.0040.00Yes (X)$0$152,388$18,704
STEPHENS ROBERT
TRUSTEE2.00Yes (X)$0$0$0
STROHLA PETER
TRUSTEE2.00Yes (X)$0$0$0
SULLIVAN JACK
TRUSTEE2.00Yes (X)$0$0$0
VAN LOO WILLIAM
TRUSTEE2.0040.00Yes (X)$0$170,078$26,510
VOKAC ADAM
TRUSTEE2.0040.00Yes (X)$0$152,388$24,792
GILL TIMOTHY
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
SZYMCZAK ALLEN
ADMINISTRATOR40.00$219,393$0$42,935Yes (X)
GILCHRIST ANN
CONTROLLER40.00$130,624$0$30,123Yes (X)
FABELLA SANDRA
ASSISTANT CONTROLLER40.00$123,151$0$36,880Yes (X)
GILLOGLY NORMA
PHYSICIAN40.00$114,965$0$34,000Yes (X)
JULIE WAGNER
PHYSICIAN40.00$137,944$0$17,314Yes (X)
BARRY BUCKALEW
INTERNAL AUDIT40.00$116,400$0$25,184Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$842,477TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,388,546TotReportableCompRltdOrgAmt
Total Other Compensation$453,131TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAREFIRST BLUECROSS BLUESHIELD
10455 MILL RUN CIROWING MILLSMD21117CLAIMS PROCESSING$1,031,728
MORGAN LEWIS & BOCKIUS LLP
1701 MARKET STREETPHILADELPHIAPA19103LEGAL SERVICES$176,683
THE SEGAL COMPANY
333 WEST 34TH STREETNEW YORKNY10001ACTUARY/CONSULTING$113,938
GORDON FEINBLATT LLC
233 EAST REDWOOD STREETBALTIMOREMD21202LEGAL SERVICES$107,602
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$27,995,252$27,995,252
PARTICIPANT CONTRIBUTI900099$7,159,670$7,159,670
EMPLOYER CONTRIBUTIONS900099$173,346$173,346
FieldValueIRS element (for citing)
Total Program Service Revenue$35,328,268TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,255,224TotalRevenueColumnAmt
Exclusion$1,255,224ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$86,077,202SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$84,849,915SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,227,287SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,227,287TotalRevenueColumnAmt
Related Or Exempt Func Income$1,227,287RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMBURSED ADMINISTRAT900099$4,604,996$4,604,996
MEDICARE PART D REBATE900099$621,663$621,663
OTHER INCOME900099$7,378$7,378
FieldValueIRS element (for citing)
Other Revenue Total$5,234,037OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,044,816TotalRevenueColumnAmt
Related Or Exempt Func Income$41,789,592RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,255,224ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$35,223,513TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$262,376TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,009,279TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$468,523TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,178,401TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$335,622TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$259,102TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$56,305TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$236,848TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$144,184TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$145,203TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$131,193TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$120,368TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,177TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$29,969TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,574TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$36,953TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
BAD DEBT EXPENSE$566,237
EQUIPMENT RENTAL & USAG$57,219
EMPLOYEE TRAINING$2,400

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,276,446TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,858,118BOYAmt
EOY$1,991,289EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,380,859BOYAmt
EOY$16EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,592,126BOYAmt
EOY$6,825,100EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$42,885BOYAmt
EOY$47,825EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,550,822LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,470,930LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$110,375BOYAmt
EOY$79,892EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,978,831BOYAmt
EOY$52,701,004EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,077,263BOYAmt
EOY$21,295,261EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$81,040,457BOYAmt
EOY$82,940,387EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$509,068BOYAmt
EOY$956,340EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,027,471BOYAmt
EOY$1,062,601EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,536,539BOYAmt
EOY$2,018,941EOYAmt
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$79,503,918BOYAmt
EOY$80,921,446EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$79,503,918BOYAmt
EOY$80,921,446EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$81,040,457BOYAmt
EOY$82,940,387EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$231,630ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,649,158NetUnrlzdGainsLossesInvstAmt
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$1,004,192OtherCostOrOtherBasisAmt
Depreciation$1,003,814DepreciationAmt
Book Value$378BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$267,497OtherCostOrOtherBasisAmt
Depreciation$231,791DepreciationAmt
Book Value$35,706BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$279,133OtherCostOrOtherBasisAmt
Depreciation$235,325DepreciationAmt
Book Value$43,808BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$79,892TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MEBA MASTER TRUST FOR ERISA PLANS$883,550F
RUSSELL 1000 VALUE INDEX$12,972,483F
MELLON CF DV DYNAMIC GROWTH FUND$7,439,228F
FieldValueIRS element (for citing)
Total Book Value Securities$21,295,261TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED PARTY$34,009
DUE TO BROKERS$1,028,592
FieldValueIRS element (for citing)
Total Liability$1,062,601TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$39,230,468TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,649,158NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,649,158RevenueNotReportedAmt
Revenue Subtotal$37,581,310RevenueSubtotalAmt
Investment Expenses Not Incld$236,848InvestmentExpensesNotIncldAmt
Other Revenues Not Included$5,226,658OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$5,463,506RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$43,044,816TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,812,940TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,812,940ExpensesSubtotalAmt
Investment Expenses Not Incld2$236,848InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$5,226,658OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$5,463,506ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$43,276,446TotalExpensesPerForm990Amt

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, 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. 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 2011.
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 (13 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 HM
CHAIRMAN - TRUSTEE$0$217,186$0$0$0$0$0$21,000$0$18,862$0$257,048$0$0
BERTRAM ERIN
ALTERNATE TRUSTEE$0$133,939$0$0$0$0$0$12,044$0$18,609$0$164,592$0$0
BURKE TRACY
ALTERNATE TRUSTEE$0$124,952$0$0$0$0$0$6,783$0$18,569$0$150,304$0$0
DOHERTY RICH
TRUSTEE$0$133,939$0$0$0$0$0$17,327$0$18,609$0$169,875$0$0
DUNCAN JEFF
ALTERNATE TRUSTEE$0$133,939$0$0$0$0$0$5,924$0$18,609$0$158,472$0$0
GUERRA CHRIS
TRUSTEE$0$152,388$0$0$0$0$0$21,649$0$18,704$0$192,741$0$0
SISTRUNK PHILLIP
TRUSTEE$0$152,388$0$0$0$0$0$0$0$18,704$0$171,092$0$0
VAN LOO WILLIAM
TRUSTEE$0$170,078$0$0$0$0$0$7,755$0$18,755$0$196,588$0$0
VOKAC ADAM
TRUSTEE$0$152,388$0$0$0$0$0$6,088$0$18,704$0$177,180$0$0
SZYMCZAK ALLEN
ADMINISTRATOR$219,393$0$0$0$0$0$25,621$0$17,314$0$262,328$0$0$0
GILCHRIST ANN
CONTROLLER$130,624$0$0$0$0$0$12,809$0$17,314$0$160,747$0$0$0
FABELLA SANDRA
ASSISTANT CONTROLLER$123,151$0$0$0$0$0$19,566$0$17,314$0$160,031$0$0$0
JULIE WAGNER
PHYSICIAN$137,944$0$0$0$0$0$0$0$17,314$0$155,258$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 11THE 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 PLAN 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.
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 (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
NFOPAPE
AMERICAN MARITIME CONGRESS
LAMONT-DOHERTY OBSERVATORY
DISTRICT NO 1 - MEBA
MEBA TRAINING SCHOOL
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 PENSION TRUST 401(K) PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345516029896DEFINED CONTRIBUTION PLANMD401(A)N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (32 entries)

ACME REPAIR
ALASKA TANKER COMPANY LLC
AMERICAN CREWING SERVICES
APL MARINE SERVICES LTD
ALARIS COMPANIES LLC
PATRIOT CONTRACT SERVICES
BLACK BALL TRANSPORT INC
BOSTON MARINE TRANSPORT INC
CENTRAL GULF LINES INC
DMC MARINE LLC
E-SHIPS INC
GFC CRANE CONSULTANTS
HORIZON LINES LLC
INTERLAKE STEAMSHIP CO
KEYSTONE SHIPPING COMPANY - MARAD
KEYSTONE OCEAN SERVICES
LIBERTY MARITIME CORP
MAERSK LINE LTD
MATSON NAVIGATION COMPANY
NORWEGIAN CRUISE LINES
OSG SHIP MANAGEMENT INC
STATE OF ALASKA
SULPHUR CARRIERS INC
UNIVERSAL MARITIME SERVICE CORP
KEYSTONE PREPOSITIONING
WOODS HOLE MARTHA'S VINEYARD AND
WATERMAN STEAMSHIP CORP
CARGOTEC CRANE & ELECTICAL SERVICES
GRAND RIVER NAVIGATION
MARINE PERSONNEL & PROVIS
WASHINGTON STATE FERRIES
HMS FERRIES INC
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