FURP.ORG / PUBLIC DATA EXPLORER

MEBA MEDICAL AND BENEFITS PLAN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MEBA MEDICAL AND BENEFITS PLAN (EIN 13-5590515)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202503179349305680
Schema version
2024v5.2
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)
Return2025-11-13T12:11:55-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16720-A ROCKLEDGE DRIVE SUITE 510AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20817ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135590515EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEBA MEDICAL AND BENEFITS PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEBABusinessNameControlTxt
Phone4105479111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212024345ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADAM VOKAC TRUSTEEPersonNm
Person TitleEDWARD F. HANLEY - TRUSTEEPersonTitleTxt
Phone4105479111PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY T BRUNICK JRPreparerPersonNm
PTINP01715767PTIN
Phone2402001400PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerADAM VOKAC - TRUSTEEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212024345ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$167,844,003GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEWWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee69TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$38,974,375PYProgramServiceRevenueAmt
CY Program Service Revenue$41,966,724CYProgramServiceRevenueAmt
PY Investment Income$1,588,827PYInvestmentIncomeAmt
CY Investment Income$6,635,156CYInvestmentIncomeAmt
PY Other Revenue$4,226,742PYOtherRevenueAmt
CY Other Revenue$6,740,671CYOtherRevenueAmt
PY Total Revenue$44,789,944PYTotalRevenueAmt
CY Total Revenue$55,342,551CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$34,459,449PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$39,292,929CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,895,167PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,279,623CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,795,616PYOtherExpensesAmt
CY Other Expenses$1,830,676CYOtherExpensesAmt
PY Total Expenses$42,150,232PYTotalExpensesAmt
CY Total Expenses$46,403,228CYTotalExpensesAmt
PY Revenues Less Expenses$2,639,712PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,939,323CYRevenuesLessExpensesAmt
Total Assets BOY$89,622,179TotalAssetsBOYAmt
Total Assets EOY$97,852,036TotalAssetsEOYAmt
Total Liabilities BOY$3,463,544TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,405,110TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$86,158,635NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$93,446,926NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL, DEATH AND DISMEMBERMENT, DENTAL, OPTICAL, ANNUAL DIAGNOSTIC EXAMS, DISABILITY, HEARING AIDS, WAGE INSURANCE, LEGAL AID AND CERTAIN OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED MEDICAL BENEFITS TO APPROXIMATELY 3,200 ACTIVE AND RETIRED PARTICIPANTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

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

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPROVIDED ADDITIONAL BENEFITS FOR APPROXIMATELY 3,200 ACTIVE AND RETIRED PARTICIPANTS IN THE WAY OF INSURANCE, LEGAL AID AND MEDICARE PREMIUM REIMBURSEMENTS.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document132IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee69EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA KELLY EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4105479111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212024345ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
VOKAC ADAM
TRUSTEE - CHAIRMAN2.0044.00Yes (X)$0$286,818$100,233
CIMINI CLAUDIA
TRUSTEE2.0044.00Yes (X)$0$204,183$95,362
CALLAHAN JASON
TRUSTEE2.0044.00Yes (X)$0$204,183$63,987
DOHERTY RICHARD
TRUSTEE2.0044.00Yes (X)$0$178,452$54,254
REXHA ROLAND
TRUSTEE2.0044.00Yes (X)$0$227,886$42,761
SMITH ADAM
TRUSTEE2.0044.00Yes (X)$0$204,183$49,133
HANLEY EDWARD
TRUSTEE - SECRETARY2.0040.00Yes (X)$0$0$0
LABONTE MICHAEL
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
FARRAR BORIANA
TRUSTEE2.0040.00Yes (X)$0$0$0
THORTON WILLIAM
TRUSTEE2.0040.00Yes (X)$0$0$0
MOTE DAMON
TRUSTEE2.0040.00Yes (X)$0$0$0
SULLIVAN JOHN
TRUSTEE2.0040.00Yes (X)$0$0$0
DOUGLAS IRA
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
WASHBURN ED
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
WEISSMAN DAVID
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
BANCROFT KERRI
TRUSTEE2.0040.00Yes (X)$0$0$0
BALLENGER DUNCAN
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
GREENWAY NICOLE
ALTERNATE TRUSTEE2.0044.00Yes (X)$0$178,452$46,123
MENENDEZ JACK
ALTERNATE TRUSTEE2.0044.00Yes (X)$0$178,451$47,104
KURZ DONALD JR
TRUSTEE2.0040.00Yes (X)$0$0$0
MARSHALL DEANNA
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
CALLAHAN TIM
TRUSTEE2.0040.00Yes (X)$0$0$0
KELLY PATRICIA
EXECUTIVE DIRECTOR40.00$199,430$0$70,354Yes (X)
WAGNER JULIE A
PHYSICIAN40.00$181,490$0$44,477Yes (X)
FORTUNE KAREN
PENSION MANAGER40.00$132,523$0$49,210Yes (X)
STRANATHAN MATTHEW
IS MANAGER40.00$129,802$0$51,515Yes (X)
IACOBUCCI THOMAS
DIRECTOR OF OPERATIONS & IT40.00$152,937$0$37,432Yes (X)
MAYGERS JEFF
CONTROLLER40.00$152,494$0$28,932Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$948,676TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,662,608TotReportableCompRltdOrgAmt
Total Other Compensation$780,877TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BRIDGEWAY BENEFIT TECHNOLOGIES
3700 KOPPERS STREET SUITE 400BALTIMOREMD21224SOFTWARE SERVICES$373,893
COMPUTER SERVICES UNLIMITED INC
10715 RED RUN BLVD 113FOWINGS MILLMD21117INFORMATION TECHNOLOGY$268,677
SEGAL COMPANY
500 JFK BLVD STE 200PHILADELPHIAPA191021706CONSULTING$249,862
SLEVIN & HART PC
1625 MASSACHUSETTS AVE NWWASHINGTONDC20036LEGAL SERVICES$220,876
MID-SHORE EXTERIORS LLC
4401 GROVE ROADTRAPPEMD21673CONTRACTOR$184,874
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$35,935,859$35,935,859
PARTICIPANT CONTRIBUTIONS900099$5,691,110$5,691,110
EMPLOYER CONTRIBUTIONS - FRCA900099$339,755$339,755
FieldValueIRS element (for citing)
Total Program Service Revenue$41,966,724TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,435,562TotalRevenueColumnAmt
Exclusion$2,435,562ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$116,701,046SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$112,501,452SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,199,594SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,199,594TotalRevenueColumnAmt
Exclusion$4,199,594ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMBURSED ADMINISTRATIVE EXP.900099$3,274,964$3,274,964
STOP LOSS REIMBURSEMENTS900099$3,028,380$3,028,380
MEDICARE PART D REBATES900099$430,732$430,732

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,595TotalRevenueColumnAmt
Related Or Exempt Func Income$6,595RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,740,671OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,342,551TotalRevenueColumnAmt
Related Or Exempt Func Income$48,707,395RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,635,156ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$39,292,929TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$245,332TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,743,261TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$477,360TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,520,860TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$292,810TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$354,290TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$82,184TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$167,794TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$284,417TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$407,226TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$218,856TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$178,414TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,843TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$25,249TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,366TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$58,143TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
PAYROLL PREPARATION$14,976
MISCELLANEOUS$7,373
EMPLOYEE TRAINING$5,545

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$46,403,228TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,684,714BOYAmt
EOY$1,710,095EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,004,981BOYAmt
EOY$10,206,322EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$50,587BOYAmt
EOY$133,281EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,653,141LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,274,894LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$465,371BOYAmt
EOY$378,247EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,078,397BOYAmt
EOY$39,927,517EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$38,926,351BOYAmt
EOY$44,773,804EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$411,778BOYAmt
EOY$722,770EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$89,622,179BOYAmt
EOY$97,852,036EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$708,352BOYAmt
EOY$771,611EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$110,716BOYAmt
EOY$91,765EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,644,476BOYAmt
EOY$3,541,734EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,463,544BOYAmt
EOY$4,405,110EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$86,158,635BOYAmt
EOY$93,446,926EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,158,635BOYAmt
EOY$93,446,926EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$89,622,179BOYAmt
EOY$97,852,036EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,939,323ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,651,032NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,001,024OtherCostOrOtherBasisAmt
Depreciation$1,001,024DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,576,147OtherCostOrOtherBasisAmt
Depreciation$1,197,901DepreciationAmt
Book Value$378,246BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$75,970OtherCostOrOtherBasisAmt
Depreciation$75,969DepreciationAmt
Book Value$1BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$378,247TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PLAN INTEREST IN MEBA MASTER TRUST FOR ERISA PLANS$4,294,159F
SSGA RUSSELL 1000 VALUE INDEX SL FUND$4,720,623F
WELLINGTON CTF OPP FIXED INCOME$7,310,351F
BAXTER STREET OFFSHORE FUND LTD$4,017,733F
SSGA RUSSELL 1000 GROWTH INDEX SL FUND$4,888,235F
NHIT CREDIT ASSETS TRUST$7,679,597F
US TREASURY INFLATION PROTECTED SECURITIES$3,892,887F
ARENA SHORT DURATION HIGH YIELD$7,970,219F
FieldValueIRS element (for citing)
Total Book Value Securities$44,773,804TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LEASE LIABILITY - OAKLAND$187,890
DUE TO RELATED PARTIES$2,662,852
DUE TO BROKER FOR PENDING TRADES$690,992
FieldValueIRS element (for citing)
Total Liability$3,541,734TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$46,783,780TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,651,032NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,651,032RevenueNotReportedAmt
Revenue Subtotal$48,434,812RevenueSubtotalAmt
Investment Expenses Not Incld$167,794InvestmentExpensesNotIncldAmt
Other Revenues Not Included$6,739,945OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$6,907,739RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$55,342,551TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$39,495,489TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$39,495,489ExpensesSubtotalAmt
Investment Expenses Not Incld2$167,794InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$6,739,945OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$6,907,739ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$46,403,228TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:US GAAP REQUIRES 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 IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES SUBROGATION INCOME STOP-LOSS REIMBURSEMENTS NET AGAINST EXPENSES
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES SUBROGATION INCOME STOP-LOSS REIMBURSEMENTS NET AGAINST EXPENSES

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
VOKAC ADAM
TRUSTEE - CHAIRMAN$0$286,818$0$0$0$0$0$79,609$0$20,624$0$387,051$0$0
CIMINI CLAUDIA
TRUSTEE$0$204,183$0$0$0$0$0$74,738$0$20,624$0$299,545$0$0
REXHA ROLAND
TRUSTEE$0$227,886$0$0$0$0$0$22,137$0$20,624$0$270,647$0$0
KELLY PATRICIA
EXECUTIVE DIRECTOR$198,930$0$500$0$0$0$46,029$0$24,325$0$269,784$0$0$0
CALLAHAN JASON
TRUSTEE$0$204,183$0$0$0$0$0$43,363$0$20,624$0$268,170$0$0
SMITH ADAM
TRUSTEE$0$204,183$0$0$0$0$0$28,509$0$20,624$0$253,316$0$0
DOHERTY RICHARD
TRUSTEE$0$178,452$0$0$0$0$0$33,630$0$20,624$0$232,706$0$0
WAGNER JULIE A
PHYSICIAN$180,990$0$500$0$0$0$20,152$0$24,325$0$225,967$0$0$0
MENENDEZ JACK
ALTERNATE TRUSTEE$0$178,451$0$0$0$0$0$26,480$0$20,624$0$225,555$0$0
GREENWAY NICOLE
ALTERNATE TRUSTEE$0$178,452$0$0$0$0$0$25,499$0$20,624$0$224,575$0$0
IACOBUCCI THOMAS
DIRECTOR OF OPERATIONS & IT$152,937$0$0$0$0$0$15,161$0$22,271$0$190,369$0$0$0
FORTUNE KAREN
PENSION MANAGER$132,023$0$500$0$0$0$24,885$0$24,325$0$181,733$0$0$0
MAYGERS JEFF
CONTROLLER$151,994$0$500$0$0$0$4,607$0$24,325$0$181,426$0$0$0
STRANATHAN MATTHEW
IS MANAGER$129,302$0$500$0$0$0$27,190$0$24,325$0$181,317$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 11BTHE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR WITH THE ASSISTANCE OF THE PLAN'S PROFESSIONALS AND IS PROVIDED TO THE PLAN'S BOARD OF TRUSTEES PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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. 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 15ATHE ADMINISTRATOR'S SALARY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE 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 XXI, LINE 2CTHERE WAS NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NFOPAPE
LAMONT-DOHERTY OBSERVATORY
DISTRICT NO 1 - MEBA
MEBA TRAINING PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345136219856PROVIDE MARITIME TRAINING TO PARTICIPANTSMD501(C)(3)LINE 2N/A0
DISTRICT NO 6 - PASSNMEBA
MEBA VACATION PLAN - ATLANTIC GULF AND PACIFIC COASTS
1007 EASTERN AVENUEBALTIMOREMD212024345136271916PROVIDE VACATION BENEFITS TO PARTICIPANTSMD501(C)(9)N/A0
MEBA PENSION TRUST-MONEY PURCHASE BENEFIT PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345516029896MONEY PURCHASE DEFINED CONTRIBUTION PLANMD401(A)N/A0
MEBA PENSION TRUST-DEFINED BENEFIT PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345516029896DEFINED BENEFIT PENSION PLANMD401(A)N/A0
MEBA 401(K) PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345516029896DEFINED CONTRIBUTION PLANMD401(A)N/A0
MEBA MERCHANT MARINE MEMORIAL FOUNDATION INC
27050 ST MICHAELS ROADEASTONMD21601522307014TO HONOR THE MEN AND WOMEN WHO FORM THE HERITAGE OF THE U.S. MERCHANT MARINEMD501(C)(3)LINE 12A, I0MEBA TRAINING PLAN
CUTWATER MARITIME EDUCATIONAL SERVICES INC
27050 ST MICHAELS ROADEASTONMD21601274332610PROVIDE MARITIME EDUCATIONAL SERVICESMD501(C)(3)LINE 20MEBA TRAINING PLAN
AMERICAN MARITIME CONGRESS

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PHILADELPHIA SHIP SERVICES LLPBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (38 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
ACME REPAIR
ALASKA TANKER COMPANY LLC
AMERICAN CREWING SERVICES
APL MARITIME LTD
PATRIOT CONTRACT SERVICES
BLACK BALL TRANSPORT INC
BOSTON MARINE TRANSPORT INC
E-SHIPS INC
INTERLAKE STEAMSHIP CO
KEYSTONE SHIPPING SERVICES
KEYSTONE OCEAN SERVICES
LIBERTY MARITIME CORP
MAERSK LINE LTD
MATSON NAVIGATION CO
NORWEGIAN CRUISE LINES
OSG SHIP MANAGEMENT INC
STATE OF ALASKA
WOODS HOLE MARTHA'S VINEYARD
MARINE PERSONNEL & PROVIS
DYNAMICS CONCEPTS CORP
SUNRISE OPERATIONS
GFC CRANE CONSULTANTS (MEBA)
KEYSTONE SHIPPING COMPANY - MARAD
CMES ENTERPRISES LLC
27050 ST MICHAELS ROADEASTONMD21601814439579ENGAGE IN FOR-PROFIT ACTIVITIESMDMEBA TRAINING PLANC0
WATERMAN STEAMSHIP CORP
CENTRAL GULF LINES INC
ECO-ALPHA ENVIRON SVS
KEYSTONE GENERAL AGENT
KEYSTONE INLAND SERVICES
BLUE POINT ENGINEERING
COMMERCIAL TRANSCONTINENTAL SERVICES
CURRENT MARITIME LLC
CHESAPEAKE CREWING
WASHINGTON STATE FERRIES
CHARLESTON INDUSTRIAL & MARINE REPAIR
IMPULSE CONSULTING LLC
KING COUNTY
PATRIOT CONTRACT SERVICES - MARAD
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd