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MEBA MEDICAL AND BENEFITS PLAN: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MEBA MEDICAL AND BENEFITS PLAN (EIN 13-5590515)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201203209349307015
Schema version
2011v1.2
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)
Timestamp2012-11-15T14:51:00-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Line16116 EXECUTIVE BLVD SUITE 201AddressLine1
CityROCKVILLECity
StateMDState
ZIP Code208524920ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

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 Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN ZIMMERMANName
PTINP01049106PTIN
Phone3017709110Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts77906966GrossReceipts
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 Employees77TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year34522374ProgramServiceRevenuePriorYear
Program Service Revenue CY33810762ProgramServiceRevenueCY
Investment Income Prior Year1055206InvestmentIncomePriorYear
Investment Income Current Year1640707InvestmentIncomeCurrentYear
Other Revenue Prior Year7019464OtherRevenuePriorYear
Other Revenue Current Year5634348OtherRevenueCurrentYear
Total Revenue Prior Year42597044TotalRevenuePriorYear
Total Revenue Current Year41085817TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year31634768BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY33040613BenefitsPaidToMembersCY
Salaries Etc Prior Year6534624SalariesEtcPriorYear
Salaries Etc Current Year6414773SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1612604OtherExpensePriorYear
Other Expenses Current Year1769948OtherExpensesCurrentYear
Total Expenses Prior Year39781996TotalExpensesPriorYear
Total Expenses Current Year41225334TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2815048RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-139517RevenuesLessExpensesCY
Total Assets BOY72909407TotalAssetsBOY
Total Assets EOY74783176TotalAssetsEOY
Total Liabilities BOY1379524TotalLiabilitiesBOY
Total Liabilities EOY3018942TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY71529883NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY71764234NetAssetsOrFundBalancesEOY
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 3 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
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096201NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees77NumberOfEmployees
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 (31 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
TRUSTEE2.00X000
JABLONSKI STEVE
ALTERNATE TRUSTEE2.00X000
JEWELL MICHAEL
CHAIRMAN - TRUSTEE2.00X000
LINCOLN JONATHAN
TRUSTEE2.00X000
MADDEN ROBERT
ALTERNATE TRUSTEE2.00X000
MCHUGH WILLIAM
ALTERNATE TRUSTEE2.00X000
MOSES DALE
TRUSTEE2.00X000
MOZDEAN ROBERT
ALTERNATE TRUSTEE2.00X000
MURPHY THOMAS
SECRETARY-TREASURER2.00X000
NASHIF DAVE
ALTERNATE TRUSTEE2.00X000
NOLAN DAVE
TRUSTEE2.00X000
STEPHENS ROBERT
TRUSTEE2.00X000
SULLIVAN JOHN
TRUSTEE2.00X000
VAN LOO WILLIAM
TRUSTEE2.00X000
ANDERSON PATRICK
ALTERNATE TRUSTEE2.00X000
BECKER WALLY
TRUSTEE2.00X000
LEIBLING SCOTT
TRUSTEE2.00X000
WOODRUFF DANA
ALTERNATE TRUSTEE2.00X000
SZYMCZAK ALLEN
ADMINISTRATOR9.00199939068871X
EICKHOFF ROBERT
CONTROLLER6.00162931068927X
KOHRN BRUCE
PHYSICIAN40.00106817042083X
FABELLA SANDRA
ASSISTANT CONTROLLER10.00107145040057X
TALATI PRAVINKANT
PHYSICIAN40.00106988039528X
BUCKALEW BARRY
INTERNAL AUDITOR40.00106072023062X
FieldValueIRS element (for citing)
Total Reportable Comp From Org789892TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation282528TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MORGAN LEWIS & BOCKIUS LLP
1111 PENNSYLVANIA AVENUE NWWASHINGTONDC20004LEGAL FEES AND EXPENSES181146
GORDON FEINBLATT LLC
233 EAST REDWOOD STREETBALTIMOREMD21202LEGAL FEES AND EXPENSES145750
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9000992706203727062037
PARTICIPANT CONTRIBUT.90009965050606505060
EMPLOYER CONT. - FRCA900099243665243665
FieldValueIRS element (for citing)
Total Program Service Revenue33810762TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column745687TotalRevenueColumn
Exclusion$745,687ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities37716169Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities36821149Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities895020Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column895020TotalRevenueColumn
Related Or Exempt Function Income895020RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
REIMBURSED ADMIN. EXP.90009947299914729991
MEDICARE PART D REBATE900099588342588342
NET INCOME FROM REGIST900099196769196769

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column119246TotalRevenueColumn
Related Or Exempt Function Income108168RelatedOrExemptFunctionIncome
Exclusion$11,078ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue5634348TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column41085817TotalRevenueColumn
Related Or Exempt Function Income40329052RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$756,765ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total33040613Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1072420Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3229845Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total817617Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total974389Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total320502Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total360915Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total57379Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total159424Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total119340Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total92242Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total274583Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total153923Total

Travel Travel

FieldValueIRS element (for citing)
Total8257Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total77857Total

Insurance Insurance

FieldValueIRS element (for citing)
Total95342Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
DELTA DENTAL PROVIDER F104234
POSTAGE61716
EQUIPMENT RENTAL AND MA49338
CLAIMS INVESTIGATION FE44957

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total110441Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total41225334Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2167847BOY
EOY2087884EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY630044BOY
EOY1961032EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7069715BOY
EOY5766219EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY50300BOY
EOY44685EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1463278LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1340414LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY296880BOY
EOY122864EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY27737580BOY
EOY30582921EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY34957041BOY
EOY34217571EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY72909407BOY
EOY74783176EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY824432BOY
EOY880943EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY555092BOY
EOY2137999EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1379524BOY
EOY3018942EOY
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)
BOY71529883BOY
EOY71764234EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY71529883BOY
EOY71764234EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY72909407BOY
EOY74783176EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-139517ReconcilationRevenueExpenses
Reconcilation Other Changes373868ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1004192OtherCostOrOtherBasis
Depreciation410438Depreciation
Book Value593754BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis459086OtherCostOrOtherBasis
Depreciation929976Depreciation
Book Value-470890BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings122864TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
MEBA MASTER TRUST FOR ERISA PLANS13451924F
MELLON GLBAL ALPHA I5149767F
MELLON EB TEMPORARY INVESTMENT9F
RUSSELL 1000 VALUE INDEX7630298F
PIMCO ALL ASSET FUND5383582F
RIDGEWORTH SEIX FLOATING RATE2601991F
FieldValueIRS element (for citing)
Total Of Book Value Securities34217571TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
CASH OVERDRAFT$223,814
CONTRIBUTION RECEIVED IN ADVANCE$234,741
DUE TO RELATED PARTY$302,391
DUE TO BROKERS$1,377,053
FieldValueIRS element (for citing)
Total Of Amounts2137999TotalOfAmounts
Total Revenue41085817TotalRevenue
Total Expenses41225334TotalExpenses
Excess Or Deficit For Year-139517ExcessOrDeficitForYear
Net Unrealized GL On Investments371189NetUnrealizedGLOnInvestments
Other$2,679OtherAmount
Total Adjustments373868TotalAdjustments
Excess Or Deficit Per FS234351ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt35981928TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments371189NetUnrealizedGainsInvestments
Other Revenues2679OtherRevenues
Revenue Not Rptd F990373868RevenueNotRptdF990
Revenue Subtotal35608060RevenueSubtotal
Investment Expenses Not Included159424InvestmentExpensesNotIncluded
Other Revenues Not Included5318333OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt5477757RevenueNotRptdOnFinStmt
Total Revenue Per Form99041085817TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt35747577TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal35747577ExpensesSubtotal
Investment Expenses Not Included2159424InvestmentExpensesNotIncluded2
Other Expenses Not Included5318333OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt5477757ExpensesNotRptdOnFinStmt
Total Expenses Per Form99041225334TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanation
PART XI, LINE 8 - OTHER ADJUSTMENTS:NET GAIN FROM COMMON COLLECTIVE TRUSTS 2679.
PART XII, LINE 2D - OTHER ADJUSTMENTS:NET GAIN FROM COMMON COLLECTIVE TRUST REPORTED AS OTHER CHANGE IN NET ASSETS
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES EERP REIMBURSEMENTS NET AGAINST EXPENSES
PART XIII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES EERP REIMBURSEMENTS 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 (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
SZYMCZAK ALLEN
19993900000527280161430268810000
EICKHOFF ROBERT
16293100000554180135090231858000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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.
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 371189. NET GAIN FROM COMMON COLLECTIVE TRUSTS 2679. TOTAL TO FORM 990, PART XI, LINE 5: 373868.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part IV Form990ScheduleRPartIV (52 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileState
ACME REPAIR
326-328 FRONT STREETSTATEN ISLANDNY10304383678562IND & MARINE REPAIRNY
ALASKA TANKER COMPANY LLC
15400 NW GREEN BRIER PARKWAY STE 40BEAVERTONOR97006522154054SHIP OPERATORDE
AMERICAN CREWING SERVICES
9426 TURNBERRY DRIVEPOTOMACMD20854753073861REFERRAL OF QUALIFIED MARINE OFFICERS TO VARIOUS EMPLOYERSMD
APL MARINE SERVICES LTD
6901 ROCKLEDGE DR STE 200BETHESDAMD20817201760878OVERSEAS CONTAINER TRANSPORTATION & SHIPPINGMD
ALARIS COMPANIES LLC
140 SECOND STREET SUITE 250PETALUMACA94952273258276MARINE CREWING/ENGINEERINGCA
PATRIOT CONTRACT SERVICES - MARAD
1320 WILLOW PASS ROAD SUITE 485CONCORDCA94520911862242GOVT. SHIP MGMTCA
PATRIOT CONTRACT SERVICES - MSC
1320 WILLOW PASS ROAD SUITE 485CONCORDCA94520911862242GOVT. SHIP MGMTCA
BLACK BALL TRANSPORT INC
4209 21ST AVENUE WEST SUITE 307SEATTLEWA98199910594931INT'L FERRYWA
BOSTON MARINE TRANSPORT INC
PO BOX 492 MASSPORT PIER 1EAST BOSTONMA02128043222388INTERSTATE PETROLEUM TRANSPORTATIONMA
CENTRAL GULF LINES INC
11 NORTH WATER STREET STE 18290MOBILEAL36602720388979SHIPPINGAL
CARGOTEC USA INC
415 EAST DUNDEEOTTAWAKS66067510097536SERVICEDE
DMC MARINE LLC
PO BOX 830COEYMANSNY12045061832097MARINE TRANSPORTNJ
E-SHIPS INC
C/0 MAERSK LINES LTD ONE COMMERCIALNORFOLKVA235102103133967810TRANSPORTATION, SHIP MGMTDE
ITF
444 N CAPITOL ST NW SUITE 800WASHINGTONDC200011512521759283LABOR ORGANIZATION REPRESENTING MARINE OFFICERSDC
NFOPAPE
1700 NW 66TH AVE SUITE 100-APLANTATIONFL33313650482787LABOR ORGANIZATIONFL
GFC CRANE CONSULTANTS
43 VIA TREVISOAMERICAN CANYONCA94503680226126CRANE MAINT & REPAIRCA
GFC CRANE CONSULTANTS INC
43 VIA TREVISOAMERICAN CANYONCA94503680226126CRANE MAINT & REPAIRCA
GRAND RIVER NAVIGATION
P O BOX 204ROGERS CITYMI49779161465146WATER TRANSPORTATIONDE
HARBOR FERRY SERVICESLLC
5 JUNIOR DRIVEEAST DURHAMNY12423510500191FERRY SERVICENY
HORIZON LINES LLC
4064 COLONY ROAD SUITE 200CHARLOTTENC28211DEEP WATER SEA TRANSPORTATIONDE
HORIZON LINES LLC-MARAD
4065 COLONY ROAD SUITE 200CHARLOTTENC28211DEEP WATER SEA TRANSPORTATIONDE
INTERLAKE STEAMSHIP CO
7300 ENGLE ROADMIDDLEBURG HEIGHTSOH44130341120354SHIPPINGDE
AMERICAN MARITIME CONGRESS
444 N CAPITOL ST NW SUITE 800WASHINGTONDC20001521090976EDUCATION AND RESEARCHDC
KEYSTONE SHIPPING CO
ONE BALA PLAZA EAST - SUITE 600BALA CYNWYDPA190041496230760153WATER TRANSPORTATIONDE
KEYSTONE SHIPPING COMPANY - MARAD
ONE BALA PLAZA EAST - SUITE 600BALA CYNWYDPA190041496522058602WATER TRANSPORTATIONDE
KEYSTONE OCEAN SERVICES
ONE BALA PLAZA EAST - SUITE 600BALA CYNWYDPA190041496010653495WATER TRANSPORTATIONDE
LAMONT-DOHERTY OBSERVATORY
COLUMBIA UNIVERSITY ROUTE 9WPALISADESNY10964135598093INSTITUTION OF HIGHER LEARNINGNY
LIBERTY MARITIME CORP
1979 MARCUS AVENUE SUITE 200LAKE SUCCESSNY11042112918484DEEP SEA TRANSPORTATIONNY
MAERSK LINE LTD
ONE COMMERCIAL PLACE 20TH FLOORNORFOLKVA235102103136122611TRANSPORTATION, SHIP MGMTDE
MATSON NAVIGATION COMPANY
555 12TH STREET SUITE 800OAKLANDCA94607940662400SHIPPINGHI
MATSON NAVIGATION-MARAD
555 12TH STEET SUITE 800OAKLANDCA94607940662400SHIPPINGHI
MEBA TRAINING SCHOOL (SLA)
1007 EASTERN AVENUEBALTIMOREMD212024345136219856TRAININGDE
DISTRICT NO 1 - MEBA
444 N CAPITOL ST NW SUITE 800WASHINGTONDC200011512521759283LABOR ORGANIZATION REPRESENTING MARINE OFFICERSDC
MEBA PLANS
1007 EASTERN AVENUEBALTIMOREMD212024345135590515WELFAREDE
MEBA TRAINING SCHOOL
1007 EASTERN AVENUEBALTIMOREMD212024345136219856TRAININGDE
MARINE PERSONNEL & PROVIS
C/O CROWLEY MARITIME CORP 9487 REGEJACKSONVILLEFL32225135549627SHIPPINGFL
MARINE PERSONNEL & PROVIS
C/O CROWLEY MARITIME CORP 9487 REGEJACKSONVILLEFL32225135549627SHIPPINGFL
NORWEGIAN CRUISE LINES
7665 CORPORATE CENTER DRIVEMIAMIFL33126SHIPPINGFL
OSG SHIP MANAGEMENT INC
302 KNIGHTS RUN AVE SUITE 1200TAMPAFL33602133589004MARITIME TRANSPORTATIONDE
DISTRICT NO 6 - PASSNMEBA
1150 17TH STREET NW SUITE 702WASHINGTONDC200364603521847725LABOR UNIONDC
PATRIOT CONTRACT SERVICES
1320 WILLOW PASS ROAD SUITE 485CONCORDCA94520911862242GOVT. SHIP MGMTCA
HORIZON LINES LLC
4065 COLONY ROAD SUITE 200CHARLOTTENC28211DEEP WATER SEA TRANSPORTATIONDE
HORIZON LINES - PORT ENG
4065 COLONY ROAD SUITE 200CHARLOTTENC28211DEEP WATER SEA TRANSPORTATIONDE
STATE OF ALASKA
DTO/PF HR SRVC CTR-MS 02P25 PO BOXJUNEAUAK998110201926001185GOVERNMENTAK
SULPHUR CARRIERS INC
11 NORTH WATER STREET STE 18290MOBILEAL36602721198965SHIPPINGAL
UNIVERSAL MARITIME SERVIC
9300 ARROWPOINT BLVD SOUTH BLDG 1STCHARLOTTENC28273135626049STEVEDORENY
WASHINGTON STATE FERRIES
2901 - 3RD AVENUE SUITE 500SEATTLEWA98121TRANSPORTATION, SHIP MGMTWA
WATERMAN STEAMSHIP CORP
11 NORTH WATER STREET STE 18290MOBILEAL36602630220640SHIPPINGAL
WATERMAN STEAMSHIP CORP - T-AKX
11 NORTH WATER STREET STE 18290MOBILEAL36602630220640SHIPPINGAL
WOODS HOLE MARTHA'S VINEYARD AND
NANTUCKET STEAMSHIP AUTHORITY PO BOWOODS HOLEMA025430284042103221SHIPPINGMA
MORMAC MARINE ENTERPRISES
C/O CROWLEY MARINE SERVICES PO BOXJACKSONVILLEFL32232135549627SHIPPINGFL
TEK CONSULTING
3057 SW SAVONA BLVDPORT ST LUCIEFL349534427164425819BUSINESS DEVELOPMENT AGENTFL
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
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