M M & P HEALTH & BENEFIT FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- M M & P HEALTH & BENEFIT FUND (EIN 13-5565128)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349302639
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T09:48:47-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521231901 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135565128 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MM&P HEALTH & BENEFIT FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MM&P | NameControl |
| Phone | 4108508500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MARITIME BLVD NO A | AddressLine1 |
| City | LINTHICUM HEIGHTS | City |
| State | MD | State |
| ZIP Code | 21090 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD MARCUS | Name |
| Title | TRUSTEE | Title |
| Phone | 4108595700 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT D RODGVILLE CPA | Name |
| PTIN | P00365285 | PTIN |
| Phone | 4103565900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DONALD MARCUS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MARITIME BLVD NO A | AddressLine1 |
| City | LINTHICUM HEIGHTS | City |
| State | MD | State |
| ZIP Code | 21090 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 258951601 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THE MEMBERSHIP OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS AS SPECIFIED IN THE PLAN REGULATIONS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 52 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45183571 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 45534572 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3376904 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3385750 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 48560475 | TotalRevenuePriorYear |
| Total Revenue Current Year | 48920322 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 47678057 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 47589891 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1682239 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1778611 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1695743 | OtherExpensePriorYear |
| Other Expenses Current Year | 1564112 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 51056039 | TotalExpensesPriorYear |
| Total Expenses Current Year | 50932614 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2495564 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2012292 | RevenuesLessExpensesCY |
| Total Assets BOY | 80956980 | TotalAssetsBOY |
| Total Assets EOY | 77701243 | TotalAssetsEOY |
| Total Liabilities BOY | 6764114 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2393315 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 74192866 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 75307928 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THE MEMBERSHIP OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS AS SPECIFIED IN THE PLAN REGULATIONS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | EXPENSES FOR PROVIDING MEDICAL, LEGAL, HEALTH AND RELATED BENEFITS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4500 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 52 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK MCCULLOUGH ADMINISTRATOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4108508500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MARITIME BLVD | AddressLine1 |
| City | LINTHICUM | City |
| State | MD | State |
| ZIP Code | 210901996 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CAPT TIMOTHY BROWN | |||||||
| TRUSTEE, CHAIRMAN | 5.00 | X | X | 0 | 542360 | 100410 | |
| CAPT DONALD MARCUS | |||||||
| TRUSTEE | 5.00 | X | 0 | 198506 | 85912 | ||
| CAPT KENNETH CARLSON JR | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR EDWARD MORGAN | |||||||
| TRUSTEE, SECRETARY, TREASU | 5.00 | X | X | 0 | 0 | 0 | |
| MR TIMOTHY GILL | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR WALCOTT BECKER | |||||||
| ALTERNATE TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CAPT JOHN SULLIVAN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR WILLIAM CAMERON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR ROBERT STEPHENS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR JEAN HARRINGTON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR C MICHAEL MURRAY | |||||||
| TRUSTEE | 5.00 | X | 0 | 145209 | 32871 | ||
| MR MARK BLANKENSHIP | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR STEPHEN WERSE | |||||||
| TRUSTEE | 5.00 | X | 0 | 149274 | 76495 | ||
| MR DAVID BOATNER | |||||||
| TRUSTEE | 5.00 | X | 0 | 152751 | 76550 | ||
| MR WAYNE FARTHING | |||||||
| TRUSTEE | 5.00 | X | 0 | 156339 | 76394 | ||
| MR GERALD A CARBIENER | |||||||
| ALTERNATE TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR GEORGE QUICK | |||||||
| ALTERNATE TRUSTEE | 5.00 | X | 0 | 138885 | 0 | ||
| MR JOHN SCHAEFFNER | |||||||
| ALTERNATE TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR PATRICK MCCULLOUGH | |||||||
| ADMINISTRATOR | 21.00 | X | 107701 | 80588 | 76527 | ||
| MS PAULA PHILLIPS | |||||||
| CONTROLLER | 21.00 | X | 61233 | 45817 | 58512 | ||
| MS ANN MARIE MCCULLOUGH | |||||||
| MEDICAL BENEFIT MANAGER | 21.00 | 69505 | 52007 | 63772 | X | ||
| MR KEN RYAN | |||||||
| TRUST DEPT. MANAGER | 21.00 | 75797 | 56715 | 62712 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 314236 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1718451 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 710155 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CIGNA | |||||
| 900 COTTAGE GROVE ROAD | BLOOMFIELD | CT | 06002 | MEDICAL CLAIMS PROCESSING | 760720 |
| IOMM&P | |||||
| 700 MARITIME BOULEVARD SUITE B | LINTHICUM HEIGHTS | MD | 21090 | ADMINISTRATIVE SERVICES | 265064 |
| STEPTOE & JOHNSON | |||||
| 1330 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | LEGAL SERVICES | 226327 |
| DELTA DENTAL | |||||
| ONE DELTA DRIVE | MECHANICSBURG | PA | 17055 | INSURANCE SERVICES | 200310 |
| MULTIPLAN | |||||
| 115 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10003 | INSURANCE SERVICES | 184932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRIBUTIONS - EMPLOYERS | 900099 | 41208911 | 41208911 |
| CONTRIBUTIONS - VOLUNTARY | 900099 | 4298256 | 4298256 |
| OTHER CONTRIBUTIONS | 900099 | 27405 | 27405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 45534572 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1915007 | TotalRevenueColumn |
| Exclusion | $1,915,007 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 211502022 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 210031279 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1470743 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1470743 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1470743 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48920322 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47005315 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,915,007 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47589891 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246176 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889570 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181088 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 377356 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84421 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282099 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35100 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172584 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219526 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238892 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183022 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 727 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58345 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28451 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32037 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| HIRING HALL EXPENSE | 255445 |
| BANK SERVICE CHARGES | 51867 |
| PAYROLL PROCESSING SERV | 4639 |
| DUES & SUBSCRIPTIONS, L | 1378 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50932614 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69142 | BOY |
| EOY | 36429 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1935824 | BOY |
| EOY | 3341149 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3939088 | BOY |
| EOY | 3939048 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40154004 | BOY |
| EOY | 33698593 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34858922 | BOY |
| EOY | 36686024 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80956980 | BOY |
| EOY | 77701243 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262801 | BOY |
| EOY | 226248 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6501313 | BOY |
| EOY | 2167067 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6764114 | BOY |
| EOY | 2393315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74192866 | BOY |
| EOY | 75307928 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74192866 | BOY |
| EOY | 75307928 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80956980 | BOY |
| EOY | 77701243 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2012292 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3127354 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LOOMIS SAYLES LONG/SHORT CREDIT FUND | 3286534 | F |
| PIMCO TOTAL RETURN FUND | 5715006 | F |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | 24541220 | F |
| WELLINGTON CTF GBL TOTAL RTN | 3143264 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 36686024 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BURIAL FUND | $3,026 |
| DUE TO OTHER MM&P PLANS | $427,723 |
| SECURITIES PURCHASED PENDING SETTLEMENT | $1,736,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2167067 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 51875092 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3127354 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3127354 | RevenueNotRptdF990 |
| Revenue Subtotal | 48747738 | RevenueSubtotal |
| Investment Expenses Not Included | 172584 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 172584 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 48920322 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 50760030 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 50760030 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 172584 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 172584 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 50932614 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | PART X, LINE 2: THE FASB ISSUED NEW GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740-10). THE PLAN ADOPTED THIS NEW GUIDANCE FOR THE YEAR ENDED DECEMBER 31, 2010. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPT TIMOTHY BROWN | ||||||||||||||
| TRUSTEE, CHAIRMAN | 0 | 184038 | 0 | 0 | 0 | 358322 | 0 | 68405 | 0 | 32005 | 0 | 642770 | 0 | 0 |
| CAPT DONALD MARCUS | ||||||||||||||
| TRUSTEE | 0 | 161050 | 0 | 0 | 0 | 37456 | 0 | 58783 | 0 | 27129 | 0 | 284418 | 0 | 0 |
| MR C MICHAEL MURRAY | ||||||||||||||
| TRUSTEE | 0 | 132009 | 0 | 0 | 0 | 13200 | 0 | 17167 | 0 | 15704 | 0 | 178080 | 0 | 0 |
| MR STEPHEN WERSE | ||||||||||||||
| TRUSTEE | 0 | 135639 | 0 | 0 | 0 | 13635 | 0 | 49398 | 0 | 27097 | 0 | 225769 | 0 | 0 |
| MR DAVID BOATNER | ||||||||||||||
| TRUSTEE | 0 | 135639 | 0 | 0 | 0 | 17112 | 0 | 49398 | 0 | 27152 | 0 | 229301 | 0 | 0 |
| MR WAYNE FARTHING | ||||||||||||||
| TRUSTEE | 0 | 135639 | 0 | 0 | 0 | 20700 | 0 | 49398 | 0 | 26996 | 0 | 232733 | 0 | 0 |
| MR PATRICK MCCULLOUGH | ||||||||||||||
| ADMINISTRATOR | 107701 | 80588 | 0 | 0 | 0 | 0 | 29353 | 21964 | 14420 | 10790 | 151474 | 113342 | 0 | 0 |
| MS PAULA PHILLIPS | ||||||||||||||
| CONTROLLER | 61233 | 45817 | 0 | 0 | 0 | 0 | 18716 | 14004 | 14753 | 11039 | 94702 | 70860 | 0 | 0 |
| MS ANN MARIE MCCULLOUGH | ||||||||||||||
| MEDICAL BENEFIT MANAGER | 69505 | 52007 | 0 | 0 | 0 | 0 | 21822 | 16328 | 14656 | 10966 | 105983 | 79301 | 0 | 0 |
| MR KEN RYAN | ||||||||||||||
| TRUST DEPT. MANAGER | 75797 | 56715 | 0 | 0 | 0 | 0 | 21196 | 15860 | 14675 | 10981 | 111668 | 83556 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ANN MARIE MCCULLOUGH | |||
| WIFE OF PATRICK MCCULLOUGH | 105983 | EMPLOYEE | 0 |
| MICHAEL MCCULLOUGH | |||
| SON OF PATRICK MCCULLOUGH | 40740 | EMPLOYEE | 0 |
| MM&P PENSION PLAN | |||
| COMMON BOARD MEMBERS | 631330 | ADMINISTRATIVE SERVICES INCURRED BY MM&P HEALTH & BENEFIT PLAN AND REIMBURSED BY MM&P PENSION PLAN | 0 |
| MM&P IRA PLAN | |||
| COMMON BOARD MEMBERS | 389122 | ADMINISTRATIVE SERVICES INCURRED BY MM&P HEALTH & BENEFIT PLAN AND REIMBURSED BY MM&P IRA PLAN | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, COLUMN B | Identifier |
| Explanation | RELATIONSHIP BETWEEN INTERESTED PERSONS AND THE ORGANIZATIONTHE FOLLOWING TRUSTEES OF THE MM&P HEALTH AND BENEFIT PLAN SIT AS TRUSTEES ON THE VARIOUS ENTITIES IDENTIFIED IN COLUMN A OF PART IV:EDWARD MORGANWALCOTT BECKERJOHN SULLIVANWILLIAM CAMERONJEAN HARRINGTONTIMOTHY GILLROBERT STEPHENSGERALD CARBIENERMARK BLANKENSHIPTIMOTHY BROWNMICHAEL MURRAYDONALD MARCUSSTEVEN WERSEDAVID BOATNERWAYNE FARTHINGJOHN SCHAEFFNER | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | EMPLOYERS APPOINT TRUSTEES BASED UPON LEVEL OF PARTICIPATION. EACH OF THE SEVEN LARGEST EMPLOYERS THAT PARTICIPATE IN ALL OF THE RELATED PLANS ARE ELIGIBLE TO APPOINT A TRUSTEE. THE REMAINING EMPLOYERS ARE ALLOWED TO APPOINT TWO ALTERNATE TRUSTEES. IN ADDITION, THE GENERAL EXECUTIVE BOARD OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS, THE SPONSORING UNION, APPOINTS SEVEN REGULAR TRUSTEES AND TWO ALTERNATE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC COPY OF THE DRAFT FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | QUESTIONNAIRES ARE DISTRIBUTED PERIODICALLY TO EACH TRUSTEE AND KEY EMPLOYEE FOR DISCLOSURE OF ALL POTENTIAL OR ACTUAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PLAN CONDUCTS PERIODIC REVIEW OF COMPENSATION AND COMPARES CURRENT COMPENSATION AND COST OF LIVING ADJUSTMENTS TO SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC REGION BASED UPON REVIEW OF THEIR RESPECTIVE FORM 990'S. IN ADDITION, THE PLAN WILL PERIODICALLY RETAIN A CONSULTING FIRM TO PERFORM A COMPENSATION STUDY. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORMS 990 AND 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| 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. ERISA DOES NOT REQUIRE THAT THE FUND MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| MM&P JOINT EMPLOYMENT COMMITTEE | ||||||||
| 700 MARITIME BLVD SUITE A | LINTHICUM HEIGHTS | MD | 210901996 | 237051736 | LABOR MANAGEMENT COOPERATION COMMITTEE. | MD | 501(C)(5) | 0 |
| MASTERS MATES & PILOTS VACATION PLAN | ||||||||
| 700 MARITIME BLVD SUITE A | LINTHICUM HEIGHTS | MD | 210901996 | 135638830 | TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS | MD | 501(C)(9) | 0 |
| MARITIME ADVANCEMENT TRAINING EDUCATION AND SAFETY PROGRAM | ||||||||
| 692 MARITIME BOULEVARD | LINTHICUM HEIGHTS | MD | 210901996 | 132577386 | TO PROVIDE TRAINING FOR LICENSED DECK OFFICERS | MD | 501(C)(9) | 0 |
| MASTERS MATES & PILOTS INDIVIDUAL RETIREMENT ACCOUNT PLAN | ||||||||
| 700 MARITIME BLVD SUITE A | LINTHICUM HEIGHTS | MD | 210901996 | 133021839 | TO PROVIDE DEFINED CONTR. PENSION BENEFITS TO ELIGIBLE PARTICIPANTS | MD | 401 | 0 |
| MASTERS MATES & PILOTS PENSION PLAN | ||||||||
| 700 MARITIME BLVD SUITE A | LINTHICUM HEIGHTS | MD | 210901996 | 136372630 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES | MD | 401 | 0 |
| INTERNATIONAL ORGANIZATION OF MASTERS MATES AND PILOTS | ||||||||
| 700 MARITIME BLVD SUITE B | LINTHICUM HEIGHTS | MD | 210901996 | 136020335 | SPONSORING UNION | MD | 501(C)(5) | 0 |
| COLUMBIA UNIVERSITY - LAMONT DOHERTY EARTH OBSERVATORY | ||||||||
| STATE OF ALASKA | ||||||||
| WHATCOM COUNTY | ||||||||
| WAHKIAKUM COUNTY | ||||||||
| MIRAID | ||||||||
Form990 Schedule R Part III Form990ScheduleRPartIII (15 entries)
| HORIZON LINES LLC |
| SOUTHWEST ALASKA PILOTS ASSOCIATION |
| KINDRA LAKE TOWING LP |
| BAYDELTA MARITIME LLC |
| PATRIOT CONTRACT SERVICES LLC |
| CRESCENT RIVER PORT PILOTS ASSOCIATION |
| SAN FRANCISCO BAR PILOTS |
| TRINITY MANAGEMENT GROUP |
| BLUE & GOLD FLEET |
| ASSOCIATED BRANCH PILOTS |
| CANAVERAL PILOTS ASSOCIATION |
| HOUSTON PILOTS |
| KEY WEST BAR PILOTS ASSOCIATION |
| CASHMAN DREDGING & MARINE CONTRACTING CO LLC |
| COLUMBIA RIVER PILOTS |
Form990 Schedule R Part IV Form990ScheduleRPartIV (41 entries)
| THE GREAT LAKES TOWING COMPANY |
| SULPHUR CARRIERS INC |
| CENTRAL GULF LINES |
| E-SHIPS |
| WATERMAN STEAMSHIP CORPORATION |
| PORT SERVICES OF JACKSONVILLE |
| MAERSK |
| GRAND RIVER NAVIGATION COMPANY INC |
| GBH MARINE |
| DR JAX MARINE INC |
| PEP INC |
| SABINE PILOT SERVICE INC |
| CETACEAN MARINE INC |
| TERRASA & STAIR PA |
| SHAVER TRANSPORTATION COMPANY |
| SORTWELL INC DBA AMNAV MARITIME SERVICES |
| BRUSCO TUG & BARGE |
| ROSS ISLAND SAND & GRAVEL |
| WESTAR MARINE SERVICES DIVISION OF CROSSLINK INC |
| DUNLAP TOWING COMPANY |
| BLACK BALL TRANSPORT INC |
| APL MARINE SERVICES |
| GALVESTON-TEXAS CITY PILOTS |
| ST JOHNS BAR PILOT ASSOCIATION |
| BISCAYNE BAY PILOTS |
| ARANSAS CORPUS CHRISTI PILOTS |
| T&T MARINE SERVICES INC |
| SAGE DINING SERVICES |
| L&E MARINE CORP |
| CRESCENT TOWING COSAVANNAH DOCKING PILOTS |
| MARITIME PERSONNEL PROVISIONING |
| DUTRA GROUP |
| OSCAR NIEMETH TOWING |
| SEAWAY TOWING COMPANY INC |
| SOUND FREIGHT LINES INC |
| CROWLEY MARINE SERVICES |
| FOSS INTERNATIONAL INC |
| MATSON NAVIGATION COMPANY INC |
| HOUSTON PILOTSBEATTY STREET PROPERTIES |
| SAN FRANCISCO HARBOR CO CROWLEY MARINE |
| COMPASS GROUP USA INC DBA FLIK INDEPENDENT SCHOOLS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |