2025-11-13T12:11:55-06:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2024-01-01 135590515 MEBA MEDICAL AND BENEFITS PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 ADAM VOKAC TRUSTEE EDWARD F. HANLEY - TRUSTEE 4105479111 2025-11-13 1 1 GARY T BRUNICK JR P01715767 2402001400 2024 2025-03-06 01:10:19Z ADAM VOKAC - TRUSTEE 1007 EASTERN AVE BALTIMORE MD 212024345 167844003 0 X WWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEW X 1950 MD TO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 12 0 69 22 0 0 0 0 38974375 41966724 1588827 6635156 4226742 6740671 44789944 55342551 0 0 34459449 39292929 5895167 5279623 0 0 0 1795616 1830676 42150232 46403228 2639712 8939323 89622179 97852036 3463544 4405110 86158635 93446926 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. 0 0 PROVIDED MEDICAL BENEFITS TO APPROXIMATELY 3,200 ACTIVE AND RETIRED PARTICIPANTS. PROVIDED FOR THE OPERATING COSTS OF 2 DIAGNOSTIC MEDICAL CENTERS AND FOR PARTICIPANT TRAVEL TO THOSE MEDICAL CENTERS. PROVIDED ADDITIONAL BENEFITS FOR APPROXIMATELY 3,200 ACTIVE AND RETIRED PARTICIPANTS IN THE WAY OF INSURANCE, LEGAL AID AND MEDICARE PREMIUM REIMBURSEMENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 132 0 1 69 1 0 0 0 0 0 0 0 0 X 12 0 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 AVENUE BALTIMORE MD 212024345 VOKAC ADAM TRUSTEE - CHAIRMAN 2.00 44.00 X 0 286818 100233 CIMINI CLAUDIA TRUSTEE 2.00 44.00 X 0 204183 95362 CALLAHAN JASON TRUSTEE 2.00 44.00 X 0 204183 63987 DOHERTY RICHARD TRUSTEE 2.00 44.00 X 0 178452 54254 REXHA ROLAND TRUSTEE 2.00 44.00 X 0 227886 42761 SMITH ADAM TRUSTEE 2.00 44.00 X 0 204183 49133 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 40.00 X 0 0 0 LABONTE MICHAEL ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 FARRAR BORIANA TRUSTEE 2.00 40.00 X 0 0 0 THORTON WILLIAM TRUSTEE 2.00 40.00 X 0 0 0 MOTE DAMON TRUSTEE 2.00 40.00 X 0 0 0 SULLIVAN JOHN TRUSTEE 2.00 40.00 X 0 0 0 DOUGLAS IRA ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 WASHBURN ED ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 WEISSMAN DAVID ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 BANCROFT KERRI TRUSTEE 2.00 40.00 X 0 0 0 BALLENGER DUNCAN ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 GREENWAY NICOLE ALTERNATE TRUSTEE 2.00 44.00 X 0 178452 46123 MENENDEZ JACK ALTERNATE TRUSTEE 2.00 44.00 X 0 178451 47104 KURZ DONALD JR TRUSTEE 2.00 40.00 X 0 0 0 MARSHALL DEANNA ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 CALLAHAN TIM TRUSTEE 2.00 40.00 X 0 0 0 KELLY PATRICIA EXECUTIVE DIRECTOR 40.00 X 199430 0 70354 WAGNER JULIE A PHYSICIAN 40.00 X 181490 0 44477 FORTUNE KAREN PENSION MANAGER 40.00 X 132523 0 49210 STRANATHAN MATTHEW IS MANAGER 40.00 X 129802 0 51515 IACOBUCCI THOMAS DIRECTOR OF OPERATIONS & IT 40.00 X 152937 0 37432 MAYGERS JEFF CONTROLLER 40.00 X 152494 0 28932 948676 1662608 780877 9 0 1 0 BRIDGEWAY BENEFIT TECHNOLOGIES 3700 KOPPERS STREET SUITE 400 BALTIMORE MD 21224 SOFTWARE SERVICES 373893 COMPUTER SERVICES UNLIMITED INC 10715 RED RUN BLVD 113F OWINGS MILL MD 21117 INFORMATION TECHNOLOGY 268677 SEGAL COMPANY 500 JFK BLVD STE 200 PHILADELPHIA PA 191021706 CONSULTING 249862 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW WASHINGTON DC 20036 LEGAL SERVICES 220876 MID-SHORE EXTERIORS LLC 4401 GROVE ROAD TRAPPE MD 21673 CONTRACTOR 184874 8 EMPLOYER CONTRIBUTIONS 900099 35935859 35935859 PARTICIPANT CONTRIBUTIONS 900099 5691110 5691110 EMPLOYER CONTRIBUTIONS - FRCA 900099 339755 339755 41966724 2435562 2435562 116701046 112501452 4199594 4199594 4199594 REIMBURSED ADMINISTRATIVE EXP. 900099 3274964 3274964 STOP LOSS REIMBURSEMENTS 900099 3028380 3028380 MEDICARE PART D REBATES 900099 430732 430732 6595 6595 6740671 55342551 48707395 0 6635156 39292929 245332 2743261 477360 1520860 292810 354290 82184 167794 284417 407226 218856 178414 5843 25249 20366 58143 PAYROLL PREPARATION 14976 MISCELLANEOUS 7373 EMPLOYEE TRAINING 5545 46403228 1684714 1710095 6004981 10206322 50587 133281 2653141 2274894 465371 378247 42078397 39927517 38926351 44773804 411778 722770 89622179 97852036 708352 771611 110716 91765 2644476 3541734 3463544 4405110 X 0 0 0 0 86158635 93446926 86158635 93446926 89622179 97852036 8939323 -1651032 0 X X 0 1 X 1 0 1001024 1001024 0 1576147 1197901 378246 75970 75969 1 378247 PLAN INTEREST IN MEBA MASTER TRUST FOR ERISA PLANS 4294159 F SSGA RUSSELL 1000 VALUE INDEX SL FUND 4720623 F WELLINGTON CTF OPP FIXED INCOME 7310351 F BAXTER STREET OFFSHORE FUND LTD 4017733 F SSGA RUSSELL 1000 GROWTH INDEX SL FUND 4888235 F NHIT CREDIT ASSETS TRUST 7679597 F US TREASURY INFLATION PROTECTED SECURITIES 3892887 F ARENA SHORT DURATION HIGH YIELD 7970219 F 44773804 LEASE LIABILITY - OAKLAND 187890 DUE TO RELATED PARTIES 2662852 DUE TO BROKER FOR PENDING TRADES 690992 3541734 X 46783780 -1651032 -1651032 48434812 167794 6739945 6907739 55342551 39495489 0 39495489 167794 6739945 6907739 46403228 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 X 0 0 0 VOKAC ADAM TRUSTEE - CHAIRMAN 0 286818 0 0 0 0 0 79609 0 20624 0 387051 0 0 CIMINI CLAUDIA TRUSTEE 0 204183 0 0 0 0 0 74738 0 20624 0 299545 0 0 REXHA ROLAND TRUSTEE 0 227886 0 0 0 0 0 22137 0 20624 0 270647 0 0 KELLY PATRICIA EXECUTIVE DIRECTOR 198930 0 500 0 0 0 46029 0 24325 0 269784 0 0 0 CALLAHAN JASON TRUSTEE 0 204183 0 0 0 0 0 43363 0 20624 0 268170 0 0 SMITH ADAM TRUSTEE 0 204183 0 0 0 0 0 28509 0 20624 0 253316 0 0 DOHERTY RICHARD TRUSTEE 0 178452 0 0 0 0 0 33630 0 20624 0 232706 0 0 WAGNER JULIE A PHYSICIAN 180990 0 500 0 0 0 20152 0 24325 0 225967 0 0 0 MENENDEZ JACK ALTERNATE TRUSTEE 0 178451 0 0 0 0 0 26480 0 20624 0 225555 0 0 GREENWAY NICOLE ALTERNATE TRUSTEE 0 178452 0 0 0 0 0 25499 0 20624 0 224575 0 0 IACOBUCCI THOMAS DIRECTOR OF OPERATIONS & IT 152937 0 0 0 0 0 15161 0 22271 0 190369 0 0 0 FORTUNE KAREN PENSION MANAGER 132023 0 500 0 0 0 24885 0 24325 0 181733 0 0 0 MAYGERS JEFF CONTROLLER 151994 0 500 0 0 0 4607 0 24325 0 181426 0 0 0 STRANATHAN MATTHEW IS MANAGER 129302 0 500 0 0 0 27190 0 24325 0 181317 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 PLAN'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. 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 ADMINISTRATOR'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 XXI, LINE 2C THERE WAS NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. NFOPAPE LAMONT-DOHERTY OBSERVATORY DISTRICT NO 1 - MEBA MEBA TRAINING PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 136219856 PROVIDE MARITIME TRAINING TO PARTICIPANTS MD 501(C)(3) LINE 2 N/A 0 DISTRICT NO 6 - PASSNMEBA 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 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 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 0 AMERICAN MARITIME CONGRESS PHILADELPHIA SHIP SERVICES LLP 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 ROAD EASTON MD 21601 814439579 ENGAGE IN FOR-PROFIT ACTIVITIES MD MEBA TRAINING PLAN C 0 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 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0