MEBA MEDICAL AND BENEFITS PLAN: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MEBA MEDICAL AND BENEFITS PLAN (EIN 13-5590515)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201143189349303689
- Schema version
- 2010v3.4
- 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 | 2011-11-14T12:26:42-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6116 EXECUTIVE BLVD SUITE 201 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 208524920 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135590515 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEBA MEDICAL AND BENEFITS PLAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEBA | NameControl |
| Phone | 4105479111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 EASTERN AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212024345 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL B JEWELL - TRUSTEE | Name |
| Title | THOMAS MURPHY, TRUSTEE | Title |
| Phone | 4105479111 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN ZIMMERMAN | Name |
| Phone | 3017709110 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL B JEWELL TRUSTE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 EASTERN AVE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212024345 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 64580294 | 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 | EMPLOYEE BENEFIT PLAN | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 77 | 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 | 35417328 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 34522374 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1201047 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1055206 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6887946 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7019464 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43506321 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42597044 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 31071971 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 31634768 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6868825 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6534624 | 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 | 1581615 | OtherExpensePriorYear |
| Other Expenses Current Year | 1612604 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39522411 | TotalExpensesPriorYear |
| Total Expenses Current Year | 39781996 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3983910 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2815048 | RevenuesLessExpensesCY |
| Total Assets BOY | 67338031 | TotalAssetsBOY |
| Total Assets EOY | 72909407 | TotalAssetsEOY |
| Total Liabilities BOY | 1474130 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1379524 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 65863901 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 71529883 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE MEDICAL, DEATH AND DISMEMBERMENT, DENTAL, OPTICAL, ANNUAL DIAGNOSTIC EXAMS, DISABILITY, HEARING AIDS, WAGE INSURANCE, LEGAL AID AND CERTAIN OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDED MEDICAL BENEFITS TO APPROXIMATELY 4,000 ACTIVE AND RETIRED PARTICIPANTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROVIDED FOR THE OPERATING COSTS OF 3 DIAGNOSTIC MEDICAL CENTERS AND FOR PARTICIPANT TRAVEL TO THOSE MEDICAL CENTERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROVIDED ADDITIONAL BENEFITS FOR APPROXIMATELY 4,000 ACTIVE AND RETIRED PARTICIPANTS IN THE WAY OF INSURANCE, LEGAL AID AND MEDICARE PREMIUM REIMBURSEMENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| 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 | 1 | 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 | 0 | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 194 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 77 | 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | ALLEN SZYMCZAK ADMINISTRATOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4105479111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 EASTERN AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212024345 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BALLENGER DUNCAN | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BECKER WALLY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAMERON MICHAEL | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| COLE WILLIAM | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DORN ROBERT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| FISHER PWJ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GILL TIMOTHY | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HANLEY EDWARD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HUBER MARC | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KEEFE DONALD | |||||||
| CHAIRMAN - TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KINGERY KAROL | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MCHUGH WILLIAM | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MOSES DALE | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MOZDEAN ROBERT | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MURPHY THOMAS | |||||||
| SECRETARY - TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| NIZETICH MICHAEL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHENS ROBERT | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SULLIVAN JACK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SUNESON THOMAS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| VAN LOO WILLIAM | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WOODRUFF DANA | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| YOUNG LARRY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOE WASSELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JIM STAATS | |||||||
| ALTERNATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SZYMCZAK ALLEN R | |||||||
| ADMINISTRATOR | 9.00 | 197928 | 0 | 61948 | X | ||
| EICKHOFF ROBERT | |||||||
| CONTROLLER | 6.00 | 126016 | 0 | 67442 | X | ||
| TALATI PRAVINKANT | |||||||
| PHYSICIAN | 40.00 | 114142 | 0 | 38848 | X | ||
| KOHRN BRUCE | |||||||
| PHYSICIAN | 40.00 | 106615 | 0 | 48422 | X | ||
| FABELLA SANDRA | |||||||
| ASST. CONTROLLER | 10.00 | 104889 | 0 | 37079 | X | ||
| BARRY BUCKALEW | |||||||
| INTERNAL AUDITOR | 18.00 | 105000 | 0 | 20944 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 754590 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 274683 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | |||||
| 1111 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | LEGAL FEES AND EXPENSES | 215515 |
| SLEVIN & HART | |||||
| 1625 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | LEGAL FEES AND EXPENSES | 163929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 26515555 | 26515555 |
| PARTICIPANT CONTRIBUT. | 900099 | 7785002 | 7785002 |
| EMPLOYER CONT. - FRCA | 900099 | 221817 | 221817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 34522374 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 811273 | TotalRevenueColumn |
| Exclusion | $811,273 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22227183 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21983250 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 243933 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 243933 | TotalRevenueColumn |
| Related Or Exempt Function Income | 243933 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| REIMBURSED ADMIN. EXP. | 900099 | 4881373 | 4881373 |
| ERRP REIMBURSEMENT | 900099 | 880138 | 880138 |
| MEDICARE PART D REBATE | 900099 | 565071 | 565071 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 692882 | TotalRevenueColumn |
| Related Or Exempt Function Income | 689858 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,024 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7019464 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42597044 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41782747 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $814,297 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31634768 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 754290 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3239855 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1113965 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1094237 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332277 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381345 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43400 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136977 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96800 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91517 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203171 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135483 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4016 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40185 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105789 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| DELTA DENTAL PROVIDER F | 119065 |
| POSTAGE | 56383 |
| CLAIMS INVESTIGATION FE | 33870 |
| PROPERTY ASSET USAGE CH | 33545 |
| EQUIPMENT RENTAL AND MA | 32443 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98615 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39781996 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2158563 | BOY |
| EOY | 2167847 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 994674 | BOY |
| EOY | 630044 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6170471 | BOY |
| EOY | 7069715 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46134 | BOY |
| EOY | 50300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1561575 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1264695 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438971 | BOY |
| EOY | 296880 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24036966 | BOY |
| EOY | 27737580 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33492252 | BOY |
| EOY | 34957041 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67338031 | BOY |
| EOY | 72909407 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770172 | BOY |
| EOY | 824432 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 703958 | BOY |
| EOY | 555092 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1474130 | BOY |
| EOY | 1379524 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65863901 | BOY |
| EOY | 71529883 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65863901 | BOY |
| EOY | 71529883 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67338031 | BOY |
| EOY | 72909407 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2815048 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2850934 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1022223 | OtherCostOrOtherBasis |
| Depreciation | 414864 | Depreciation |
| Book Value | 607359 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 539352 | OtherCostOrOtherBasis |
| Depreciation | 849831 | Depreciation |
| Book Value | -310479 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 296880 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MEBA MASTER TRUST FOR ERISA PLANS | 13553595 | F |
| MELLON GLBAL ALPHA I | 5178972 | F |
| MELLON EB TEMPORARY INVESTMENT | 8 | F |
| RUSSELL 1000 VALUE INDEX | 7598541 | F |
| PIMCO ALL ASSET FUND | 5255097 | F |
| SEIX INSTITUTIONAL HIGH YIELD FUND | 1257557 | F |
| RIDGEWORTH SEIX FLOATING RATE | 1186138 | F |
| RIDGEWORTH SEIX HIGH YIELD BOND | 927133 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 34957041 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CASH OVERDRAFT | $177,111 |
| CONTRIBUTION RECEIVED IN ADVANCE | $267,099 |
| DUE TO RELATED PARTY | $87,951 |
| DUE TO BROKERS | $22,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 555092 | TotalOfAmounts |
| Total Revenue | 42597044 | TotalRevenue |
| Total Expenses | 39781996 | TotalExpenses |
| Excess Or Deficit For Year | 2815048 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1380261 | NetUnrealizedGLOnInvestments |
| Other | $1,470,673 | OtherAmount |
| Total Adjustments | 2850934 | TotalAdjustments |
| Excess Or Deficit Per FS | 5665982 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 38984419 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1380261 | NetUnrealizedGainsInvestments |
| Other Revenues | 1470673 | OtherRevenues |
| Revenue Not Rptd F990 | 2850934 | RevenueNotRptdF990 |
| Revenue Subtotal | 36133485 | RevenueSubtotal |
| Investment Expenses Not Included | 136977 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 6326582 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 6463559 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42597044 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33318437 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 33318437 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 136977 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 6326582 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6463559 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 39781996 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET GAIN FROM COMMON COLLECTIVE TRUSTS |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SZYMCZAK ALLEN R | |||||||||||||
| 197928 | 0 | 0 | 0 | 0 | 0 | 46738 | 0 | 15210 | 0 | 259876 | 0 | 0 | 0 |
| EICKHOFF ROBERT | |||||||||||||
| 126016 | 0 | 0 | 0 | 0 | 0 | 52232 | 0 | 15210 | 0 | 193458 | 0 | 0 | 0 |
| TALATI PRAVINKANT | |||||||||||||
| 114142 | 0 | 0 | 0 | 0 | 0 | 23638 | 0 | 15210 | 0 | 152990 | 0 | 0 | 0 |
| KOHRN BRUCE | |||||||||||||
| 106615 | 0 | 0 | 0 | 0 | 0 | 33212 | 0 | 15210 | 0 | 155037 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE PLAN IS A JOINTLY ADMINISTERED MULTI-EMPLOYER BENEFIT PLAN. UNION TRUSTEES ARE APPOINTED BY THE SPONSORING UNION. EMPLOYER TRUSTEES ARE APPOINTED BY CONTRIBUTING EMPLOYERS BASED ON THE HIGHEST TOTALS OF CUMULATIVE MAN DAYS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE 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. | |
| THE 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 12C | |
| THE ADMINISTRATOR'S SALARY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1380261. NET GAIN FROM COMMON COLLECTIVE TRUSTS 1470673. TOTAL TO FORM 990, PART XI, LINE 5: 2850934. | FORM 990, PART XI, LINE 5: |