STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

MEBA MEDICAL AND BENEFITS PLAN: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MEBA MEDICAL AND BENEFITS PLAN (EIN 13-5590515)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201303199349303150
Schema version
2012v2.1
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)
Timestamp2013-11-15T09:50:25-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN131578842EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16720-A ROCKLEDGE DRIVE SUITE 510AddressLine1
CityBETHESDACity
StateMDState
ZIP Code20817ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN135590515EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MEBA MEDICAL AND BENEFITS PLANBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMEBANameControl
Phone4105479111Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVENUEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code212024345ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL B JEWELL TRUSTEEName
TitleEDWARD F HANLEY, TRUSTEETitle
Phone4105479111Phone
Date Signed2013-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN ZIMMERMANName
PTINP01049106PTIN
Phone2402001400Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMICHAEL B JEWELL TRUSTENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code212024345ZIPCode
FieldValueIRS element (for citing)
Gross Receipts79196570GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1950YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionEMPLOYEE BENEFIT PLANActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees73TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year33810762ProgramServiceRevenuePriorYear
Program Service Revenue CY34089009ProgramServiceRevenueCY
Investment Income Prior Year1640707InvestmentIncomePriorYear
Investment Income Current Year4847053InvestmentIncomeCurrentYear
Other Revenue Prior Year5634348OtherRevenuePriorYear
Other Revenue Current Year5615479OtherRevenueCurrentYear
Total Revenue Prior Year41085817TotalRevenuePriorYear
Total Revenue Current Year44551541TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year33040613BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY34098167BenefitsPaidToMembersCY
Salaries Etc Prior Year6414773SalariesEtcPriorYear
Salaries Etc Current Year6639478SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1769948OtherExpensePriorYear
Other Expenses Current Year1387348OtherExpensesCurrentYear
Total Expenses Prior Year41225334TotalExpensesPriorYear
Total Expenses Current Year42124993TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-139517RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2426548RevenuesLessExpensesCY
Total Assets BOY74783176TotalAssetsBOY
Total Assets EOY76084369TotalAssetsEOY
Total Liabilities BOY3018942TotalLiabilitiesBOY
Total Liabilities EOY1378237TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY71764234NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY74706132NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE MEDICAL, DEATH AND DISMEMBERMENT, DENTAL, OPTICAL, ANNUAL DIAGNOSTIC EXAMS, DISABILITY, HEARING AIDS, WAGE INSURANCE, LEGAL AID AND CERTAIN OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionPROVIDED MEDICAL BENEFITS TO APPROXIMATELY 3,500 ACTIVE AND RETIRED PARTICIPANTS.Description

Activity2 Activity2

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

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionPROVIDED ADDITIONAL BENEFITS FOR APPROXIMATELY 3,500 ACTIVE AND RETIRED PARTICIPANTS IN THE WAY OF INSURANCE, LEGAL AID AND MEDICARE PREMIUM REIMBURSEMENTS.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096205NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees73NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ALLEN SZYMCZAK ADMINISTRATORBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4105479111TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVENUEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code212024345ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
BLANKERSHIP MARK
TRUSTEE2.00X000
CAMERON MICHAEL
ALTERNATE TRUSTEE2.00X000
COLE WILLIAM
ALTERNATE TRUSTEE2.00X000
DORN ROBERT
ALTERNATE TRUSTEE2.00X000
FISHER PHILLIP
ALTERNATE TRUSTEE2.00X000
GILL TIMOTHY
ALTERNATE TRUSTEE2.00X000
GUERRA CHRIS
TRUSTEE2.00X000
HANLEY EDWARD
SECRETARY - TRUSTEE2.00X000
JABLONSKI STEVE
ALTERNATE TRUSTEE2.00X000
JEWELL MICHAEL
CHAIRMAN - TRUSTEE2.00X000
LINCOLN JONATHAN
TRUSTEE2.00X000
MCHUGH WILLIAM
ALTERNATE TRUSTEE2.00X000
MOSES DALE
TRUSTEE2.00X000
MOZDEAN ROBERT
ALTERNATE TRUSTEE2.00X000
MURPHY THOMAS
TRUSTEE2.00X000
NASHIF DAVE
TRUSTEE2.00X000
NOLAN DAVE
TRUSTEE2.00X000
STEPHENS ROBERT
TRUSTEE2.00X000
SULLIVAN JOHN
TRUSTEE2.00X000
VAN LOO WILLIAM
TRUSTEE2.00X000
DEMEROUTIS STEVEN
TRUSTEE2.00X000
SZYMCZAK ALLEN
ADMINISTRATOR9.00209413040281X
GILCHRIST ANN
CONTROLLER6.00122615017405X
KOHRN BRUCE
PHYSICIAN40.00106779030151X
FABELLA SANDRA
ASSISTANT CONTROLLER10.00113333026591X
GILLOGY NORMA
PHYSICIAN40.00103759026542X
BUCKALEW BARRY
INTERNAL AUDITOR40.00110036020962X
FieldValueIRS element (for citing)
Total Reportable Comp From Org765935TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation161932TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
GORDON FEINBLATT LLC
233 EAST REDWOOD STREETBALTIMOREMD21202LEGAL FEES AND EXPENSES191270
MORGAN LEWIS & BOCKIUS LLP
1111 PENNSYLVANIA AVENUE NWWASHINGTONDC20004LEGAL FEES AND EXPENSES154166
RISK STRATEGIES
115 BROADWAY SUITE 402NEW YORKNY10006INSURANCE BROKERAGE137840
THE SEGAL COMPANY
333 WEST 34TH STREETNEW YORKNY10001ACTUARY/CONSULTING104464
DR JULIE ANN WAGNER
1005 EASTERN AVEBALTIMOREMD21202MEDICAL100959
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9000992738602527386025
PARTICIPANT CONTRIBUT.90009965246436524643
EMPLOYER CONT. - FRCA900099178341178341
FieldValueIRS element (for citing)
Total Program Service Revenue34089009TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3808088TotalRevenueColumn
Exclusion$3,808,088ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities35683994Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities34645029Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1038965Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1038965TotalRevenueColumn
Related Or Exempt Function Income1038965RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
REIMBURSED ADMIN. EXP.90009951871865187186
MEDICARE PART D REBATE900099427733427733
OTHER INCOME900099560$560
FieldValueIRS element (for citing)
Total Other Revenue5615479TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column44551541TotalRevenueColumn
Related Or Exempt Function Income40742893RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,808,648ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total34098167Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total249677Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3622489Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1402934Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1052744Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total311634Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total369946Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total48088Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total177913Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total92059Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total47667Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total134391Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total110844Total

Travel Travel

FieldValueIRS element (for citing)
Total5029Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total57441Total

Insurance Insurance

FieldValueIRS element (for citing)
Total92594Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
EQUIPMENT RENTAL AND MA69043
POSTAGE52363
PROPERTY ASSET USAGE CH47220
PREFERRED PROVIDER FEE33157

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total49593Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total42124993Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2087884BOY
EOY1776650EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1961032BOY
EOY686689EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5766219BOY
EOY6373855EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY44685BOY
EOY28163EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1512511LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1407192LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY122864BOY
EOY105319EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY30582921BOY
EOY36300316EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY34217571BOY
EOY30813377EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY74783176BOY
EOY76084369EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY880943BOY
EOY501187EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY2137999BOY
EOY877050EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3018942BOY
EOY1378237EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY71764234BOY
EOY74706132EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY71764234BOY
EOY74706132EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY74783176BOY
EOY76084369EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2426548ReconcilationRevenueExpenses
Reconciliation Unrealized Invest515350ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1004192OtherCostOrOtherBasis
Depreciation1003814Depreciation
Book Value378BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis508319OtherCostOrOtherBasis
Depreciation403378Depreciation
Book Value104941BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings105319TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
MEBA MASTER TRUST FOR ERISA PLANS5261684F
MELLON GLBAL ALPHA I6245894F
MELLON EB TEMPORARY INVESTMENT14F
RUSSELL 1000 VALUE INDEX9495215F
PIMCO ALL ASSET FUND6754600F
RIDGEWORTH SEIX FLOATING RATE3055970F
FieldValueIRS element (for citing)
Total Of Book Value Securities30813377TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
CASH OVERDRAFT$80,157
CONTRIBUTION RECEIVED IN ADVANCE$242,588
DUE TO RELATED PARTY$258,261
DUE TO BROKERS$296,044
FieldValueIRS element (for citing)
Total Of Amounts877050TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt39274060TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments515350NetUnrealizedGainsInvestments
Revenue Not Rptd F990515350RevenueNotRptdF990
Revenue Subtotal38758710RevenueSubtotal
Investment Expenses Not Included177913InvestmentExpensesNotIncluded
Other Revenues Not Included5614918OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt5792831RevenueNotRptdOnFinStmt
Total Revenue Per Form99044551541TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt36332162TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal36332162ExpensesSubtotal
Investment Expenses Not Included2177913InvestmentExpensesNotIncluded2
Other Expenses Not Included5614918OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt5792831ExpensesNotRptdOnFinStmt
Total Expenses Per Form99042124993TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierExplanationExplanation
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 ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonSZYMCZAK ALLENNamePerson
TitleADMINISTRATORTitle
Base Compensation Filing Org209413BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org24062DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org16219NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org249694TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
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 FUND'S ADMINISTRATOR WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS AND IS PROVIDED TO THE FUND'S BOARD OF TRUSTEES PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THE FUND'S CONFLICT OF INTEREST POLICY THROUGH ANNUAL QUESTIONNAIRES AND WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS.
FORM 990, PART VI, SECTION B, LINE 15THE ADMINISTRATOR'S SALARY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE FUND 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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part IV Form990ScheduleRPartIV (47 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateControlled OrgControlledOrg
ACME REPAIR
326-328 FRONT STREETSTATEN ISLANDNY10304383678562IND & MARINE REPAIRNY0
ALASKA TANKER COMPANY LLC
15400 NW GREEN BRIER PARKWAY STE A4BEAVERTONOR97006522154054SHIP OPERATORDE0
AMERICAN CREWING SERVICES
9426 TURNBERRY DRIVEPOTOMACMD20854753073861REFERRAL OF QUALIFIED MARINE OFFICERS TO VARIOUS EMPLOYERSMD0
APL MARINE SERVICES LTD
6901 ROCKLEDGE DR STE 200BETHESDAMD20817201760878OVERSEAS CONTAINER TRANSPORTATION & SHIPPINGMD0
ALARIS COMPANIES LLC
140 SECOND STREET SUITE 250PETALUMACA94952273258276MARINE CREWING/ENGINEERINGCA0
PATRIOT CONTRACT SERVICES - MARAD
1320 WILLOW PASS ROAD SUITE 485CONCORDCA94520911862242GOVT. SHIP MGMTCA0
PATRIOT CONTRACT SERVICES - MSC
1320 WILLOW PASS ROAD SUITE 485CONCORDCA94520911862242GOVT. SHIP MGMTCA0
BLACK BALL TRANSPORT INC
4209 21ST AVENUE WEST SUITE 307SEATTLEWA98199910594931INT'L FERRYWA0
BOSTON MARINE TRANSPORT INC
PO BOX 492 MASSPORT PIER 1EAST BOSTONMA02128043222388INTERSTATE PETROLEUM TRANSPORTATIONMA0
CENTRAL GULF LINES INC
11 NORTH WATER STREET STE 18290MOBILEAL36602720388979SHIPPINGAL0
DMC MARINE LLC
PO BOX 830COEYMANSNY12045061832097MARINE TRANSPORTNJ0
E-SHIPS INC
C/0 MAERSK LINES LTD ONE COMMERCIALNORFOLKVA235102103133967810TRANSPORTATION, SHIP MGMTDE0
ITF
444 N CAPITOL ST NW SUITE 800WASHINGTONDC200011512521759283LABOR ORGANIZATION REPRESENTING MARINE OFFICERSDC0
NFOPAPE
1700 NW 66TH AVE SUITE 100-APLANTATIONFL33313650482787LABOR ORGANIZATIONFL0
GFC CRANE CONSULTANTS
43 VIA TREVISOAMERICAN CANYONCA94503680226126CRANE MAINT & REPAIRCA0
GFC CRANE CONSULTANTS INC
43 VIA TREVISOAMERICAN CANYONCA94503680226126CRANE MAINT & REPAIRCA0
GRAND RIVER NAVIGATION
P O BOX 204ROGERS CITYMI49779161465146WATER TRANSPORTATIONDE0
HARBOR FERRY SERVICESLLC
5 JUNIOR DRIVEEAST DURHAMNY12423510500191FERRY SERVICENY0
HORIZON LINES LLC
4064 COLONY ROAD SUITE 200CHARLOTTENC28211562098440DEEP WATER SEA TRANSPORTATIONDE0
INTERLAKE STEAMSHIP CO
7300 ENGLE ROADMIDDLEBURG HEIGHTSOH44130341120354SHIPPINGDE0
AMERICAN MARITIME CONGRESS
444 N CAPITOL ST NW SUITE 800WASHINGTONDC20001521090976EDUCATION AND RESEARCHDC0
KEYSTONE SHIPPING COMPANY - MARAD
ONE BALA PLAZA EAST - SUITE 600BALA CYNWYDPA190041496522058602WATER TRANSPORTATIONDE0
KEYSTONE OCEAN SERVICES
ONE BALA PLAZA EAST - SUITE 600BALA CYNWYDPA190041496010653495WATER TRANSPORTATIONDE0
LAMONT-DOHERTY OBSERVATORY
COLUMBIA UNIVERSITY ROUTE 9WPALISADESNY10964135598093INSTITUTION OF HIGHER LEARNINGNY0
LIBERTY MARITIME CORP
1979 MARCUS AVENUE SUITE 200LAKE SUCCESSNY11042112918484DEEP SEA TRANSPORTATIONNY0
MAERSK LINE LTD
ONE COMMERCIAL PLACE 20TH FLOORNORFOLKVA235102103136122611TRANSPORTATION, SHIP MGMTDE0
MATSON NAVIGATION COMPANY
555 12TH STREET SUITE 800OAKLANDCA94607940662400SHIPPINGHI0
MEBA TRAINING SCHOOL (SLA)
1007 EASTERN AVENUEBALTIMOREMD212024345136219856TRAININGDE0
DISTRICT NO 1 - MEBA
444 N CAPITOL ST NW SUITE 800WASHINGTONDC200011512521759283LABOR ORGANIZATION REPRESENTING MARINE OFFICERSDC0
MEBA PLANS
1007 EASTERN AVENUEBALTIMOREMD212024345135590515WELFAREDE0
MEBA TRAINING SCHOOL
1007 EASTERN AVENUEBALTIMOREMD212024345136219856TRAININGDE0
MARINE PERSONNEL & PROVIS
C/O CROWLEY MARITIME CORP 9487 REGEJACKSONVILLEFL32225135549627SHIPPINGFL0
MARINE PERSONNEL & PROVIS
C/O CROWLEY MARITIME CORP 9487 REGEJACKSONVILLEFL32225135549627SHIPPINGFL0
NORWEGIAN CRUISE LINES
7665 CORPORATE CENTER DRIVEMIAMIFL33126592786897SHIPPINGFL0
OSG SHIP MANAGEMENT INC
302 KNIGHTS RUN AVE SUITE 1200TAMPAFL33602133589004MARITIME TRANSPORTATIONDE0
DISTRICT NO 6 - PASSNMEBA
1150 17TH STREET NW SUITE 702WASHINGTONDC200364603521847725LABOR UNIONDC0
PATRIOT CONTRACT SERVICES
1320 WILLOW PASS ROAD SUITE 485CONCORDCA94520911862242GOVT. SHIP MGMTCA0
HORIZON LINES - PORT ENG
4064 COLONY ROAD SUITE 200CHARLOTTENC28211562098440DEEP WATER SEA TRANSPORTATIONDE0
STATE OF ALASKA
DTO/PF HR SRVC CTR-MS 02P25 PO BOXJUNEAUAK998110201926001185GOVERNMENTAK0
SULPHUR CARRIERS INC
11 NORTH WATER STREET STE 18290MOBILEAL36602721198965SHIPPINGAL0
UNIVERSAL MARITIME SERVIC
9300 ARROWPOINT BLVD SOUTH BLDG 1STCHARLOTTENC28273135626049STEVEDORENY0
WASHINGTON STATE FERRIES
2901 - 3RD AVENUE SUITE 500SEATTLEWA98121916001068TRANSPORTATION, SHIP MGMTWA0
TEK CONSULTING
3057 SW SAVONA BLVDPORT ST LUCIEFL349534427164425819BUSINESS DEVELOPMENT AGENTFL0
KEYSTONE PREPOSITIONING
ONE BALA PLAZA EAST - SUITE 600BALA CYNWYDPA190041496510410857MARIME TRANSPORTPA0
WOODS HOLE MARTHA'S VINEYARD AND
NANTUCKET STEAMSHIP AUTHORITY PO BOWOODS HOLEMA025430284042103221SHIPPINGMA0
WATERMAN STEAMSHIP CORP
11 NORTH WATER STREET STE 18290MOBILEAL36602630220640SHIPPINGAL0
WATERMAN STEAMSHIP CORP - T-AKX
11 NORTH WATER STREET STE 18290MOBILEAL36602630220640SHIPPINGAL0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg