2023-11-09T12:59:18-06:00 2022-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2022-01-01 136219856 MEBA TRAINING PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 ADAM VOKAC - TRUSTEE EDWARD F. HANLEY - TRUSTEE 4105479111 2023-11-08 1 ADAM VOKAC - TRUSTEE 999009999 1 GARY BRUNICK P01715767 2402001400 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADAM VOKAC - TRUSTEE 1007 EASTERN AVENUE BALTIMORE MD 212024345 11267763 0 X WWW.MEBAPLANS.ORG/TRAINING/OVERVIEW X 1967 MD TO PROVIDE MARITIME TRAINING TO PARTICIPANTS. 12 12 66 24 0 0 582900 0 6137967 6170176 361508 314483 481999 624215 7564374 7108874 0 0 221279 180747 3241258 3430158 0 0 0 2705079 3257045 6167616 6867950 1396758 240924 15796900 14992079 763435 948691 15033465 14043388 X TO PROVIDE TRAINING OF PERSONS REPRESENTED BY THE UNION TO ENABLE THEM TO PASS THE UNITED STATES COAST GUARD EXAMINATIONS AND REQUIREMENTS FOR LICENSED OFFICERS IN ORDER TO ASSIST THEM IN UPGRADING THEIR LICENSES AND FOR DEVELOPING PLANS AND PROGRAMS RELATING TO SAFETY AND OTHER EDUCATIONAL ACTIVITIES FOR THE IMPROVEMENT OF THE LICENSED MARINE OFFICERS AND THE MARITIME INDUSTRY. 0 0 6120109 1288352 CALHOON MEBA ENGINEERING SCHOOL 180747 OUTSIDE COURSE TUITION 6300856 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 25 0 1 66 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PATRICIA KELLY EXECUTIVE DIRECTOR 4105479111 1007 EASTERN AVE BALTIMORE MD 212024345 VOKAC ADAM TRUSTEE - CHAIRMAN 2.00 X 0 0 0 CALLAHAN JASON TRUSTEE 2.00 X 0 0 0 DOHERTY RICHARD TRUSTEE 2.00 X 0 0 0 REXHA ROLAND TRUSTEE 2.00 X 0 0 0 SMITH ADAM TRUSTEE 2.00 X 0 0 0 CIMINI CLAUDIA TRUSTEE 2.00 X 0 0 0 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 X 0 0 0 LABONTE MICHAEL TRUSTEE 2.00 X 0 0 0 MOTE DAMON TRUSTEE 2.00 X 0 0 0 THORNTON WILLIAM TRUSTEE 2.00 X 0 0 0 SULLIVAN JOHN TRUSTEE 2.00 X 0 0 0 FARRAR BORIANA TRUSTEE 2.00 X 0 0 0 COLE WILLIAM ALTERNATE TRUSTEE 2.00 X 0 0 0 DOUGLAS IRA ALTERNATE TRUSTEE 2.00 X 0 0 0 WASHBURN EDWARD ALTERNATE TRUSTEE 2.00 X 0 0 0 WASSEL JOSEPH ALTERNATE TRUSTEE 2.00 X 0 0 0 WEISSMAN DAVID ALTERNATE TRUSTEE 2.00 X 0 0 0 BALLENGER DUNCAN ALTERNATE TRUSTEE 2.00 X 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 2.00 X 0 0 0 GREENWAY NICOLE ALTERNATE TRUSTEE 2.00 X 0 0 0 MENENDEZ JACK ALTERNATE TRUSTEE 2.00 X 0 0 0 CHILDS RICKEY TRUSTEE 2.00 X 0 0 0 TUCKER MATTHEW TRUSTEE 2.00 X 0 0 0 BANCROFT KERRI ALTERNATE TRUSTEE 2.00 X 0 0 0 GILCHRIST ANN ADMINISTRATOR 3.00 37.00 X 0 196169 58406 ESER CHARLES G DIRECTOR 40.00 2.00 X 141582 0 46986 JENNINGS BRYAN DIRECTOR 40.00 2.00 X 122841 0 33446 FULLWOOD RICHARD INSTRUCTOR 40.00 X 106330 0 42534 370753 196169 181372 3 0 1 0 ZILDJIAN I SOLAR LLC 220 ATLANTIC STR 6TH FLOOR STAMFORD CT 06902 SOLAR ELECTRIC 209603 MORGAN LEWIS & BOCKIUS LLP PO BOX 8500 S-6050 PHILADELPHIA PA 191786050 LEGAL 120077 2 EMPLOYERS CONTRIBUTIONS 900099 6170176 6170176 6170176 289214 289214 4184158 4158889 25269 25269 25269 EXPENSE REIMBURSEMENT 900099 1288352 1288352 LOSS ON SUBSIDIARIES 900099 -664137 -664137 624215 7108874 6819660 0 289214 180747 180747 338865 338865 1970107 1874715 95392 262419 262419 666648 666648 192119 192119 171224 171224 48599 174 48425 73789 73789 242489 238727 3762 12005 12005 172027 154458 17569 61641 58635 3006 803174 796949 6225 284453 283127 1326 58504 58504 442773 442773 284859 233232 51627 MEALS & BEVERAGES 331699 331699 MAINTENANCE SUPPLIES, T 204044 204044 EMPLOYMENT RECRUITMENT 35000 35000 MISCELLANEOUS 19290 18045 1245 11475 11475 6867950 6300856 567094 0 235869 557337 555076 662050 2327 49160 101261 41682067 37974801 3643426 3707266 7058221 6724859 -2093672 -3829640 6346493 7068946 15796900 14992079 674004 822748 89431 125943 763435 948691 X 0 0 0 0 15033465 14043388 15033465 14043388 15796900 14992079 240924 -1231001 0 X X 0 1 X 1 0 X 1298025 1298025 25622660 23527261 2095399 1642226 1642226 0 9111335 8899170 212165 4007821 3906144 101677 3707266 DUE FROM RELATED ENTITIES 7068946 7068946 DUE TO RELATED ENTITY 125943 125943 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLISHES ITS NONDISCRIMINATION POLICY ON THE HOMEPAGE OF ITS WEBSITE WWW.MEBASCHOOL.ORG. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 GILCHRIST ANN ADMINISTRATOR 0 195669 0 500 0 0 0 36227 0 22179 0 254575 0 0 ESER CHARLES G DIRECTOR 141082 0 500 0 0 0 24807 0 22179 0 188568 0 0 0 JENNINGS BRYAN DIRECTOR 122341 0 500 0 0 0 11267 0 22179 0 156287 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS A JOINTLY ADMINISTERED MULTI-EMPLOYER BENEFIT PLAN. UNION TRUSTEES ARE APPOINTED BY THE SPONSORING UNION. EMPLOYER TRUSTEES ARE APPOINTED BY CONTRIBUTING EMPLOYERS BASED ON THE HIGHEST TOTALS OF CUMULATIVE MAN DAYS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR WITH THE ASSISTANCE OF THE PLAN'S PROFESSIONALS AND IS PROVIDED TO THE PLANS'S BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE PLAN'S WRITTEN CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE PLAN'S GOVERNING BODY REQUIRES THAT CONFLICTS OF INTEREST BE AVOIDED AND DISCLOSED CONSISTENT WITH ERISA. THE PLAN'S WRITTEN CONFLICT OF INTEREST POLICY FOR EMPLOYEES REQUIRES THAT ALL EMPLOYEES AVOID AND DISCLOSE CONFLICTS OF INTEREST. THE PLAN RECEIVES AN ANNUAL SIGNED STATEMENT FROM EMPLOYEES REGARDING THE WRITTEN CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS WOULD BE REVIEWED BY THE PLAN'S LEGAL COUNSEL AND BOARD OF TRUSTEES AND WOULD EXCLUDE ANY INDIVIDUAL WITH A CONFLICT FROM PARTICIPATING IN THE BOARD OF TRUSTEES DELIBERATIONS AND DECISIONS WITH RESPECT TO THE ISSUE OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. THE PLAN MAKES DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST AS REQUIRED BY THE INTERNAL REVENUE CODE. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. MEBA MERCHANT MARINE MEMORIAL FOUNDATION INC 27050 ST MICHAELS ROAD EASTON MD 21601 522307014 TO HONOR THE MEN AND WOMEN WHO FORM THE HERITAGE OF THE U.S. MERCHANT MARINE MD 501(C)(3) LINE 12A, I MEBA TRAINING PLAN 1 MEBA VACATION PLAN - ATLANTIC GULF AND PACIFIC COASTS 1007 EASTERN AVENUE BALTIMORE MD 212024345 136271916 PROVIDE VACATION BENEFITS TO PARTICIPANTS MD 501(C)(9) N/A 0 MEBA PENSION TRUST-MONEY PURCHASE BENEFIT PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 MONEY PURCHASE DEFINED CONTRIBUTION PLAN MD 401(A) N/A 0 MEBA PENSION TRUST-DEFINED BENEFIT PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 DEFINED BENEFIT PENSION PLAN MD 401(A) N/A 0 MEBA 401(K) PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 516029896 DEFINED CONTRIBUTION PLAN MD 401(A) N/A 0 MEBA MEDICAL AND BENEFITS PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 135590515 PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES MD 501(C)(9) N/A 0 CUTWATER MARITIME EDUCATIONAL SERVICES INC 27050 ST MICHAELS ROAD EASTON MD 21601 274332610 PROVIDE MARITIME EDUCATIONAL SERVICES MD 501(C)(3) LINE 2 MEBA TRAINING PLAN 1 CMES ENTERPRISES LLC 27050 ST MICHAELS ROAD EASTON MD 21601 814439579 ENGAGE IN FOR-PROFIT ACTIVITIES MD MEBA TRAINING PLAN C -309506 49524 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 CUTWATER MARITIME EDUCATIONAL SERVICES INC Q 878763 VARIOUS ALLOCATION BASES CMES ENTERPRISES LLC Q 373808 VARIOUS ALLOCATION BASES