2019-11-14T14:13:03-06:00 2018-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2018-01-01 135590515 MEBA MEDICAL AND BENEFITS PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 H M AINLEY TRUSTEE EDWARD F. HANLEY, TRUSTEE 4105479111 2019-11-14 1 GARY BRUNICK P01715767 2402001400 2019-11-13 207.99.80.132 2019-11-14 15:05:25 ES P AA7797E29E8E9AF0AE760B6B811E4E75E09D129C AA7797E29E8E9AF0AE760B6B811E4E75E09D129C 2018 2020-03-31 21:24:44Z H M AINLEY TRUSTEE 1007 EASTERN AVE BALTIMORE MD 212024345 104661178 0 X WWW.MEBAPLANS.ORG/MEDICAL-BENEFITS/OVERVIEW X 1950 MD TO PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 12 0 75 23 0 81338 0 0 32341266 32865652 2399687 2809514 4502602 4636647 39243555 40311813 0 0 31110460 34939460 6278220 6547215 0 0 0 2909962 1934577 40298642 43421252 -1055087 -3109439 79522231 73883076 1912362 3641634 77609869 70241442 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 3,500 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 3,500 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 1 177 0 1 75 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 ANN GILCHRIST ADMINISTRATOR 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 AINLEY H M TRUSTEE - CHAIRMAN 2.00 44.00 X 0 222570 73486 BERTRAM ERIN TRUSTEE 2.00 44.00 X 0 158445 67694 BURKE TRACY ALTERNATE TRUSTEE 2.00 44.00 X 0 140057 42498 DOHERTY RICH TRUSTEE 2.00 44.00 X 0 140057 48552 FISHER PHILIP TRUSTEE 2.00 40.00 X 0 0 0 GILL TIMOTHY TRUSTEE 2.00 40.00 X 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 2.00 44.00 X 0 140057 38683 BALLENGER DUNCAN ALTERNATE TRUSTEE 2.00 4.00 X 0 0 0 COLE WILLIAM ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 CRAFT JACK ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 VAN LOO WILLIAM TRUSTEE 2.00 44.00 X 0 176839 47479 CALLAHAN JASON TRUSTEE 2.00 44.00 X 0 158445 39172 MOTE DAMON TRUSTEE 2.00 40.00 X 0 0 0 STEPHENS ROBERT TRUSTEE 2.00 40.00 X 0 0 0 SULLIVAN JOHN TRUSTEE 2.00 40.00 X 0 0 0 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 40.00 X 0 0 0 WEISSMAN DAVID ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 SMITH ADAM ALTERNATE TRUSTEE 2.00 44.00 X 0 140057 33289 VOKACADAM TRUSTEE 2.00 44.00 X 0 158445 48689 DOUGLAS IRA ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 THORNTON WILLIAM ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 WASHBURN ED ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 O'NEIL TERENCE ALTERNATE TRUSTEE 2.00 40.00 X 0 0 0 GILCHRIST ANN ADMINISTRATOR 40.00 X 182717 0 44687 WAGNER JULIE PHYSICIAN 40.00 X 153347 0 26168 KELLY PATRICIA BENEFITS ADMINISTRATION MA 40.00 X 123053 0 45683 FORTUNE KAREN PENSION MANAGER 40.00 X 112002 0 30594 CAMPBELL DOUGLAS CONTROLLER 40.00 X 125820 0 20806 FIELD GRETCHEN ACCOUNTING MANAGER 40.00 X 111174 0 27306 STRANATHAN MATTHEW IS MANAGER 40.00 X 104119 0 28157 912232 1434972 662943 7 0 1 0 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW WASHINGTON DC 20036 LEGAL SERVICES 1125101 MORGAN LEWIS & BOCKIUS LLP PO BOX 8500 S-6050 PHILADELPHIA PA 191786050 LEGAL SERVICES 1067082 BUCHBINDER TUNICK & CO LLP 6720-A ROCKLEDGE DRIVE BETHESDA MD 20817 AUDIT 389375 BASYS INC 3700 KOPPERS STREET BALTIMORE MD 21227 SOFTWARE CONSULTING 373242 GLOBEFLEX CAPITAL LP 4365 EXECUTIVE DRIVE SAN DIEGO CA 92121 INVESTMENT MANAGER 257688 14 EMPLOYER CONTRIBUTIONS 900099 25841857 25841857 PARTICIPANT CONTRIBUTI 900099 6825989 6825989 EMPLOYER CONTRIBUTIONS 900099 197806 197806 32865652 1521198 1521198 65637681 64349365 1288316 1288316 1288316 REIMBURSED ADMINISTRAT 900099 4228992 4228992 MEDICARE PART D REBATE 900099 364535 364535 MISCELLANEOUS 900099 43120 43120 4636647 40311813 38790615 0 1521198 34939460 417084 3895095 641174 1239206 354656 604223 69667 283132 214938 3521 330770 129754 178344 10840 44770 816 34133 MISCELLANEOUS 27804 EMPLOYEE TRAINING 1865 43421252 340254 32438 4745295 5459575 113210 111448 1993662 1611793 123492 381869 45267147 43615585 28932833 24282161 79522231 73883076 1003768 2069686 171018 154699 737576 1417249 1912362 3641634 X 0 0 0 0 77609869 70241442 77609869 70241442 79522231 73883076 -3109439 -4258988 0 X 0 1 X 1 0 1011556 1003815 7741 481943 412543 69400 500163 195435 304728 381869 MEBA MASTER TRUST FOR ERISA PLANS 6282 F RUSSELL 1000 VALUE INDEX 4335584 F MELLON CF DV DYNAMIC GROWTH FUND 5603236 F WELLINGTON CTF OPP FIXED INC ALLOC 5246537 F GLOBEFLEX LP 3256891 F STANDARD LIFE INVESTMENTS GLOBAL ABSOLUTE RETURN STRAT OFFSHORE FEEDER FUND 5833631 F 24282161 DUE TO RELATED PLANS 866681 DUE TO PENDING TRADES 550568 1417249 X 31176166 -4258988 -4258988 35435154 283132 4593527 4876659 40311813 38544593 0 38544593 283132 4593527 4876659 43421252 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, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE 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 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT OF ADMINISTRATIVE EXPENSES NET AGAINST EXPENSES MEDICARE PART D REBATES NET AGAINST EXPENSES X 0 0 0 AINLEY H M TRUSTEE - CHAIRMAN 0 222570 0 0 0 0 0 44550 0 28936 0 296056 0 0 BERTRAM ERIN TRUSTEE 0 158445 0 0 0 0 0 41997 0 25697 0 226139 0 0 BURKE TRACY ALTERNATE TRUSTEE 0 140057 0 0 0 0 0 17925 0 24573 0 182555 0 0 DOHERTY RICH TRUSTEE 0 140057 0 0 0 0 0 23979 0 24573 0 188609 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 0 140057 0 0 0 0 0 14110 0 24573 0 178740 0 0 VAN LOO WILLIAM TRUSTEE 0 176839 0 0 0 0 0 20774 0 26705 0 224318 0 0 CALLAHAN JASON TRUSTEE 0 158445 0 0 0 0 0 16701 0 22471 0 197617 0 0 SMITH ADAM ALTERNATE TRUSTEE 0 140057 0 0 0 0 0 8597 0 24692 0 173346 0 0 VOKACADAM TRUSTEE 0 158445 0 0 0 0 0 22992 0 25697 0 207134 0 0 GILCHRIST ANN ADMINISTRATOR 182192 0 525 0 0 0 29570 0 15117 0 227404 0 0 0 WAGNER JULIE PHYSICIAN 152822 0 525 0 0 0 11051 0 15117 0 179515 0 0 0 KELLY PATRICIA BENEFITS ADMINISTRATION MA 122528 0 525 0 0 0 30566 0 15117 0 168736 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. 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 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. 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 ACME REPAIR ALASKA TANKER COMPANY LLC AMERICAN CREWING SERVICES APL MARINE SERVICES LTD PATRIOT CONTRACT SERVICES BLACK BALL TRANSPORT INC BOSTON MARINE TRANSPORT INC DMC MARINE LLC E-SHIPS INC INTERLAKE STEAMSHIP CO KEYSTONE SHIPPING CO 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 WASHINGTON STATE FERRIES HMS FERRIES INC DYNAMICS CONCEPTS CORP SUNRISE OPERATIONS AMERICAN SHIP MGMT LLC PATRIOT CONTRACT SERVICES - MARAD GFC CRANE CONSULTANTS (MEBA) KEYSTONE SHIPPING COMPANY - MARAD CHESAPEAKE CREWING KING COUNTY CMES ENTERPRISES LLC 27050 ST MICHAELS ROAD EASTON MD 21601 814439579 ENGAGE IN FOR-PROFIT ACTIVITIES MD MEBA TRAINING PLAN C 0 SEACOR HOLDINGS COMERCIAL TRANS SERVICES LLC GRAND RIVER NAVIGATION 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0