2015-11-16T11:32:10-06:00 2014-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2014-01-01 135590515 MEBA MEDICAL AND BENEFITS PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 H M AINLEY TRUSTEE EDWARD F HANLEY, TRUSTEE 4105479111 2015-11-16 1 JOHN ZIMMERMAN P01049106 2402001400 2015-11-16 2014 2016-02-25 16:41:14Z H M AINLEY TRUSTEE 1007 EASTERN AVE BALTIMORE MD 212024345 127894731 0 X WWW.MEBAPLANS.ORG/PR02.HTM X 1950 MD TO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 12 0 74 0 0 0 0 0 33415241 35328268 2688821 2482511 3836114 5234037 39940176 43044816 0 0 32457986 35223513 4871057 6254201 0 0 0 1494070 1798732 38823113 43276446 1117063 -231630 81040457 82940387 1536539 2018941 79503918 80921446 TO PROVIDE MEDICAL, DEATH AND DISMEMBERMENT, DENTAL, OPTICAL, ANNUAL DIAGNOSTIC EXAMS, DISABILITY, HEARING AIDS, WAGE INSURANCE, LEGAL AID AND CERTAIN OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 PROVIDED MEDICAL BENEFITS TO APPROXIMATELY 3,500 ACTIVE AND RETIRED PARTICIPANTS. PROVIDED FOR THE OPERATING COSTS OF 2 DIAGNOSTIC MEDICAL CENTERS AND FOR PARTICIPANT TRAVEL TO THOSE MEDICAL CENTERS. PROVIDED ADDITIONAL BENEFITS FOR APPROXIMATELY 3,500 ACTIVE AND RETIRED PARTICIPANTS IN THE WAY OF INSURANCE, LEGAL AID AND MEDICARE PREMIUM REIMBURSEMENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 192 0 1 74 1 0 0 0 0 0 0 X 12 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ANN GILCHRIST ACTING ADMINISTRATOR 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 X AINLEY HM CHAIRMAN - TRUSTEE 2.00 40.00 X 0 217186 39862 BALLENGER DUNCAN ALTERNATE TRUSTEE 2.00 40.00 X 0 17349 0 BERTRAM ERIN ALTERNATE TRUSTEE 2.00 40.00 X 0 133939 30653 BLANKENSHIP MARK TRUSTEE 2.00 X 0 0 0 BURKE TRACY ALTERNATE TRUSTEE 2.00 40.00 X 0 124952 25352 CAMERON MICHAEL TRUSTEE 2.00 X 0 0 0 COLE WILLIAM ALTERNATE TRUSTEE 2.00 X 0 0 0 CRAFT JACK TRUSTEE 2.00 X 0 0 0 DOHERTY RICH TRUSTEE 2.00 40.00 X 0 133939 35936 DORN ROBERT ALTERNATE TRUSTEE 2.00 X 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 2.00 40.00 X 0 133939 24533 FISHER PHILIP ALTERNATE TRUSTEE 2.00 X 0 0 0 GAUSLOW NORM TRUSTEE 2.00 X 0 0 0 GUERRA CHRIS TRUSTEE 2.00 40.00 X 0 152388 40353 HANLEY EDWARD SECRETARY - TRUSTEE 2.00 X 0 0 0 MOSES DALE TRUSTEE 2.00 X 0 0 0 SISTRUNK PHILLIP TRUSTEE 2.00 40.00 X 0 152388 18704 STEPHENS ROBERT TRUSTEE 2.00 X 0 0 0 STROHLA PETER TRUSTEE 2.00 X 0 0 0 SULLIVAN JACK TRUSTEE 2.00 X 0 0 0 VAN LOO WILLIAM TRUSTEE 2.00 40.00 X 0 170078 26510 VOKAC ADAM TRUSTEE 2.00 40.00 X 0 152388 24792 GILL TIMOTHY ALTERNATE TRUSTEE 2.00 X 0 0 0 SZYMCZAK ALLEN ADMINISTRATOR 40.00 X 219393 0 42935 GILCHRIST ANN CONTROLLER 40.00 X 130624 0 30123 FABELLA SANDRA ASSISTANT CONTROLLER 40.00 X 123151 0 36880 GILLOGLY NORMA PHYSICIAN 40.00 X 114965 0 34000 JULIE WAGNER PHYSICIAN 40.00 X 137944 0 17314 BARRY BUCKALEW INTERNAL AUDIT 40.00 X 116400 0 25184 842477 1388546 453131 7 0 1 0 CAREFIRST BLUECROSS BLUESHIELD 10455 MILL RUN CIR OWING MILLS MD 21117 CLAIMS PROCESSING 1031728 MORGAN LEWIS & BOCKIUS LLP 1701 MARKET STREET PHILADELPHIA PA 19103 LEGAL SERVICES 176683 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARY/CONSULTING 113938 GORDON FEINBLATT LLC 233 EAST REDWOOD STREET BALTIMORE MD 21202 LEGAL SERVICES 107602 4 EMPLOYER CONTRIBUTIONS 900099 27995252 27995252 PARTICIPANT CONTRIBUTI 900099 7159670 7159670 EMPLOYER CONTRIBUTIONS 900099 173346 173346 35328268 1255224 1255224 86077202 84849915 1227287 1227287 1227287 REIMBURSED ADMINISTRAT 900099 4604996 4604996 MEDICARE PART D REBATE 900099 621663 621663 OTHER INCOME 900099 7378 7378 5234037 43044816 41789592 0 1255224 35223513 262376 4009279 468523 1178401 335622 259102 56305 236848 144184 145203 131193 120368 2177 29969 10574 36953 BAD DEBT EXPENSE 566237 EQUIPMENT RENTAL & USAG 57219 EMPLOYEE TRAINING 2400 43276446 1858118 1991289 1380859 16 7592126 6825100 42885 47825 1550822 1470930 110375 79892 49978831 52701004 20077263 21295261 81040457 82940387 509068 956340 1027471 1062601 1536539 2018941 X 0 0 0 0 79503918 80921446 79503918 80921446 81040457 82940387 -231630 1649158 0 X 0 1 X 1 0 1004192 1003814 378 267497 231791 35706 279133 235325 43808 79892 MEBA MASTER TRUST FOR ERISA PLANS 883550 F RUSSELL 1000 VALUE INDEX 12972483 F MELLON CF DV DYNAMIC GROWTH FUND 7439228 F 21295261 DUE TO RELATED PARTY 34009 DUE TO BROKERS 1028592 1062601 X 39230468 1649158 1649158 37581310 236848 5226658 5463506 43044816 37812940 0 37812940 236848 5226658 5463506 43276446 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 X 0 0 0 AINLEY HM CHAIRMAN - TRUSTEE 0 217186 0 0 0 0 0 21000 0 18862 0 257048 0 0 BERTRAM ERIN ALTERNATE TRUSTEE 0 133939 0 0 0 0 0 12044 0 18609 0 164592 0 0 BURKE TRACY ALTERNATE TRUSTEE 0 124952 0 0 0 0 0 6783 0 18569 0 150304 0 0 DOHERTY RICH TRUSTEE 0 133939 0 0 0 0 0 17327 0 18609 0 169875 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 0 133939 0 0 0 0 0 5924 0 18609 0 158472 0 0 GUERRA CHRIS TRUSTEE 0 152388 0 0 0 0 0 21649 0 18704 0 192741 0 0 SISTRUNK PHILLIP TRUSTEE 0 152388 0 0 0 0 0 0 0 18704 0 171092 0 0 VAN LOO WILLIAM TRUSTEE 0 170078 0 0 0 0 0 7755 0 18755 0 196588 0 0 VOKAC ADAM TRUSTEE 0 152388 0 0 0 0 0 6088 0 18704 0 177180 0 0 SZYMCZAK ALLEN ADMINISTRATOR 219393 0 0 0 0 0 25621 0 17314 0 262328 0 0 0 GILCHRIST ANN CONTROLLER 130624 0 0 0 0 0 12809 0 17314 0 160747 0 0 0 FABELLA SANDRA ASSISTANT CONTROLLER 123151 0 0 0 0 0 19566 0 17314 0 160031 0 0 0 JULIE WAGNER PHYSICIAN 137944 0 0 0 0 0 0 0 17314 0 155258 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE 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 11 THE 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 12C THE 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 15A THE ADMINISTRATOR'S SALARY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE 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. NFOPAPE AMERICAN MARITIME CONGRESS LAMONT-DOHERTY OBSERVATORY DISTRICT NO 1 - MEBA MEBA TRAINING SCHOOL 1007 EASTERN AVENUE BALTIMORE MD 212024345 136219856 PROVIDE MARITIME TRAINING TO PARTICIPANTS MD 501(C)(3) LINE 2 N/A 0 DISTRICT NO 6 - PASSNMEBA MEBA VACATION PLAN - ATLANTIC GULF AND PACIFIC COASTS 1007 EASTERN AVENUE BALTIMORE MD 212024345 136271916 PROVIDE VACATION BENEFITS TO PARTICIPANTS MD 501(C)(9) N/A 0 MEBA PENSION TRUST-MONEY PURCHASE BENEFIT PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 MONEY PURCHASE DEFINED CONTRIBUTION PLAN MD 401(A) N/A 0 MEBA PENSION TRUST-DEFINED BENEFIT PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 DEFINED BENEFIT PENSION PLAN MD 401(A) N/A 0 MEBA PENSION TRUST 401(K) PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 DEFINED CONTRIBUTION PLAN MD 401(A) N/A 0 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 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0