2018-05-11T11:56:34-05:00 2017-06-30 PricewaterhouseCoopers LLP THREE EMBARCADERO CENTER SAN FRANCISCO CA 94111 990 2016-07-01 942914940 PACIFIC MARITIME ASSOCIATION % CRAIG EPPERSON PACI 4155763200 555 MARKET STREET SAN FRANCISCO CA 941052800 MICHAEL WECHSLER CFO/SVP 4155763200 2018-05-02 true MATTHEW PETROSKI P00853132 4154985000 2016 2022-09-23 18:48:47Z JAMES MCKENNA 555 MARKET ST 3RD FL SAN FRANCISCO CA 941052800 124207366 false X WWW.PMANET.ORG X 1949 CA TO NEGOTIATE AND ADMINISTER MARITIME LABOR AGREEMENTS WITH THE AGREEMENTS WITH THE INTERNATIONAL LONGSHORE & WAREHOUSE UNION. 11 10 138 12 0 0 0 0 114434191 122178910 19930 3413 2278894 2007454 116733015 124189777 0 0 0 0 24835761 25238809 0 0 0 94732477 90288180 119568238 115526989 -2835223 8662788 546783254 577558772 485548385 503788060 61234869 73770712 X TO NEGOTIATE AND ADMINISTER MARITIME LABOR AGREEMENTS WITH THE INTERNATIONAL LONGSHORE & WAREHOUSE UNION. THE MEMBERSHIP OF PMA CONSISTS OF DOMESTIC CARRIERS, INTERNATIONAL CARRIERS AND STEVEDORES THAT OPERATE IN CALIFORNIA, OREGON, AND WASHINGTON. THE LABOR AGREEMENTS PMA NEGOTIATES ON BEHALF OF ITS MEMBERS COVER WAGES, EMPLOYEE BENEFITS, AND CONDITIONS OF EMPLOYMENT FOR WORKERS EMPLOYED AT LONGSHORE, MARINE CLERK, AND WALKING BOSS/FOREMAN JOBS. false false NEGOTIATING AND ADMINISTERING LABOR AGREEMENTS. false false false true false false false false false true false false false true true false true false false false false false false false false false false false true false false false false true false false false false false false true true true false true 132 0 true 138 true false false false false false false X 11 10 true false false false true true true true true false false false true true true true false true true false CA X CRAIG EPPERSON 4155763200 555 MARKET STREET 3RD FL SAN FRANCISCO CA 941052800 X ROY AMALFITANO DIRECTOR 3.0 0.0 X 0 0 0 MARC BOURDON DIRECTOR 3.0 0.0 X 0 0 0 EDWARD A DENIKE DIRECTOR 3.0 0.0 X 0 0 0 RON FOREST DIRECTOR 3.0 0.0 X 0 0 0 AL GEBHARDT DIRECTOR 3.0 0.0 X 0 0 0 FRANK GROSSI DIRECTOR 3.0 0.0 X 0 0 0 CHRIS PARVIN DIRECTOR (FROM 12/16) 3.0 0.0 X 0 0 0 GEORGE PASHA DIRECTOR (FROM 12/16) 3.0 0.0 X 0 0 0 WILLIAM PAYNE DIRECTOR 3.0 0.0 X 0 0 0 FRANK PISANO DIRECTOR 3.0 0.0 X 0 0 0 MICHAEL RADAK DIRECTOR (UNTIL 11/16) 3.0 0.0 X 0 0 0 WALTER ROMANOWSKI DIRECTOR 3.0 0.0 X 0 0 0 JAMES MCKENNA CEO 40.0 2.0 X 956359 0 149788 MICHAEL WECHSLER SVP/CFO 40.0 2.0 X 618831 0 133193 CRAIG EPPERSON SVP 40.0 2.0 X 641777 0 106317 STEPHEN HENNESSEY COO/SVP 40.0 0.0 X 544927 0 81710 KENNETH CHAD LINDSAY VP LABOR RELATIONS 40.0 0.0 X 282820 0 63469 WILLIAM ALVERSON VP CONTRACT IMPLMNTN/COMPLNC 40.0 0.0 X 240613 0 54431 KATHLEEN O'SULLIVAN ATTORNEY III 40.0 0.0 X 237606 0 43983 TODD AMIDON ATTORNEY III 40.0 0.0 X 242917 0 37296 STEPHEN BRADLEY PERKINS ATORNEY III 40.0 0.0 X 237243 0 55399 4003093 0 725586 91 false true false SEYFARTH SHAW LLP 3807 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 LEGAL SERVICES 4439131 PROCASE CONSULTING INC 1 HARTFORD ROAD ORINDA CA 94563 SUPPORT SERVICES 3356089 MORGAN LEWIS BOCKIUS LLP 1701 MARKET STREET PHILADELPHIA PA 19103 LEGAL SERVICES 2937181 PACIFIC MERCHANT SHIPPING ASSOCIATI 70 WASHINGTON ST SUITE 305 OAKLAND CA 94607 SUPPORT SERVICES 2016667 INTEGREON MANAGED SOLUTIONS ND INC DEPT 16807 PALATINE IL 60055 SUPPORT SERVICES 1184169 29 0 MEMBER ASSESSMENTS 900099 122178910 122178910 122178910 2 2 0 0 0 0 0 21000 17589 3411 3411 3411 0 0 0 0 0 0 0 0 0 MANAGEMENT FEES 900099 847000 847000 REIMBURSEMENT BY AFFILIATE 900099 115415 115415 OTHER REVENUE 900099 945039 945039 100000 100000 2007454 124189777 124186364 3413 0 0 0 0 3363538 0 14073904 1070094 5648799 1082474 0 10482548 379909 0 0 0 7416218 0 2362366 1617220 0 2666185 390404 0 419072 0 0 2580020 1019937 LONGSHORE DISPATCH HALLS 32879809 LONGSHORE TRAINING PROGRAM 23811448 LEGAL SETTLEMENTS 112919 PAYROLL PROCESSING FEES 2591348 1558777 115526989 398225573 448280543 5262952 5276098 0 0 91870798 73170241 0 0 0 0 0 0 0 0 1921065 1587341 79575681 32957902 47002658 46617779 0 0 0 0 0 0 0 0 2500208 2626770 546783254 577558772 14234181 15131267 0 0 0 0 0 0 0 0 0 0 0 0 29391341 732988 441922863 487923805 485548385 503788060 X 61234869 73770712 0 0 0 0 61234869 73770712 546783254 577558772 X 8662788 3873055 X false true X true false false false false 122178910 11667 11667 0 0 11667 5571148 5571148 37055046 10368880 26686166 4508535 3397182 1111353 9567711 5952313 3615398 22873241 13239527 9633714 46617779 0 ACCRUED POST-RETIREMENT BENFTS 31638214 ANTICIPATED EMPLOYER OBLIGATIONS 441215179 PAYABLE TO LONGSHORE PAYROLL 12793615 OTHER LIABILITIES 2276797 487923805 X PART X, LINE 2: THE COMPANY HAD NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2017 AND 2016. THE COMPANY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS ENDING PRIOR TO JUNE 30, 2013. X X X X true true X X X X false true false JAMES MCKENNA CEO 500718 0 242442 0 213199 0 87043 25894 36851 0 1080253 25894 0 0 MICHAEL WECHSLER SVP/CFO 332501 0 149865 0 136465 0 53093 32446 47654 0 719578 32446 0 0 CRAIG EPPERSON SVP 352893 0 159942 0 128942 0 59055 0 47262 0 748094 0 0 0 STEPHEN HENNESSEY COO/SVP 321159 0 119542 0 104226 0 48537 0 33173 0 626637 0 0 0 KENNETH CHAD LINDSAY VP LABOR RELATIONS 230503 0 43462 0 8855 0 15977 0 47492 0 346289 0 0 0 WILLIAM ALVERSON VP CONTRACT IMPLMNTN/COMPLNC 192798 0 36860 0 10955 0 17836 0 36595 0 295044 0 0 0 KATHLEEN O'SULLIVAN ATTORNEY III 203042 0 33807 0 757 0 14813 0 29170 0 281589 0 0 0 TODD AMIDON ATTORNEY III 203190 0 36806 0 2921 0 18169 0 19127 0 280213 0 0 0 STEPHEN BRADLEY PERKINS ATORNEY III 195946 0 40862 0 435 0 15141 0 40258 0 292642 0 0 0 SCHEDULE J, PART I, LINE 1A: THE ORGANIZATION PROVIDES LIMITED FIRST-CLASS TRAVEL PURSUANT TO A WRITTEN POLICY FOR SENIOR EXECUTIVES AND/OR DISTANCES. THE ORGANIZATION PROVIDES LIMITED TRAVEL FOR COMPANIONS, PURSUANT TO POLICY FOR SENIOR EXECUTIVES AND FOR SPECIFIED BUSINESS OCCASIONS. THE ENTIRE AMOUNT OF SUCH BENEFITS ARE NONTAXABLE. HEALTH CLUB DUES ARE PAID IN FULL OR IN PART FOR REGULAR EMPLOYEES; OTHER CLUB DUES ARE LIMITED BY POLICY TO SENIOR EXECUTIVES. HEALTH CLUB DUES FOR REGULAR EMPLOYEES AND SENIOR EXECUTIVES OTHER CLUB DUES, MEMBERSHIP DUES AND SUPPLEMENTAL INSURANCE PREMIUMS ARE ELIGIBLE FOR TAX GROSS-UP. SCHEDULE J, PART I, LINE 4B: THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDES FOR ANNUAL DEFERRALS OF COMPENSATION TO ELIGIBLE PARTICIPANTS (JAMES MCKENNA, CRAIG EPPERSON, MICHAEL WECHSLER AND STEPHEN HENNESSEY). THE PLAN PROVIDES FOR 2% OF FINAL AVERAGE PAY FOR EACH YEAR OF EXECUTIVE SERVICE AS RECOMMENDED TO THE BOARD BY THE COMPENSATION CONSULTANT. THE DEFERRALS ARE TAXABLE UPON VESTING. THE TAXABLE (VESTED) DEFERRALS WERE INCLUDED IN COLUMN (B)(III) AND THE UNVESTED DEFERRALS WERE INCLUDED IN COLUMN (C) AS FOLLOWS: COLUMN (B)(III) COLUMN (C) JAMES MCKENNA 131,243 68,418 MICHAEL WECHSLER 73,286 34,468 CRAIG EPPERSON 72,981 40,430 STEPHEN HENNESSEY 61,837 30,627 MATTHEW MCKENNA SEE PART V 125024 EMPLOYMENT false NICOLE ROMANOWSKI SEE PART V 99894 EMPLOYMENT false PART IV, LINE 1: FAMILY MEMBER OF JAMES MCKENNA, OFFICER. PART IV, LINE 2: FAMILY MEMBER OF WALTER ROMANOWSKI, DIRECTOR. PART VI, LINE 2: CRAIG EPPERSON, JAMES MCKENNA, MICHAEL WECHSLER, BUSINESS RELATIONSHIP. EDWARD A. DENIKE, RON FOREST, BUSINESS RELATIONSHIP. RON FOREST, MICHAEL RADAK, BUSINESS RELATIONSHIP. PART VI, LINE 6: THE MEMBERSHIP OF PMA CONSISTS OF DOMESTIC CARRIERS, INTERNATIONAL CARRIERS, AND STEVEDORES/NON-CARRIERS THAT OPERATE IN CALIFORNIA, OREGON, AND WASHINGTON. PART VI, LINE 7A: PMA'S BYLAWS SET FORTH THE PROCESS BY WHICH MEMBERS ELECT THE BOARD OF DIRECTORS. VOTING STRENGTH IS DETERMINED BY MEMBERSHIP CLASS (DOMESTIC CARRIER, INTERNATIONAL CARRIER, OR STEVEDORE/NON-CARRIER) AND TONNAGE OR PAYROLL HOURS. PART VI, LINE 7B: PMA'S BYLAWS SET FORTH THE MEMBERSHIP'S ROLE IN APPROVING BOARD OF DIRECTORS' DECISIONS, SUCH AS DECISIONS REGARDING DUES AND ASSESSMENTS, UNION CONTRACTS AND COMMITMENTS, AND REVISING THE BYLAWS. PART VI, LINES 8A & 8B: DOCUMENTATION IS PROMPTLY DRAFTED AND FINALIZED AS SOON AS PRACTICABLE; HOWEVER, THIS PROCESS MAY TAKE LONGER THAN 60 DAYS AFTER THE MEETING OR THE ACTION OR BY THE NEXT MEETING. PART VI, LINE 11B: DATA WAS COMPILED AND REVIEWED BY PMA'S ACCOUNTING AND LEGAL DEPARTMENTS, INCLUDING RESPONSES TO QUESTIONNAIRES BY DIRECTORS AND OFFICERS/KEY EMPLOYEES; AN INDEPENDENT AUDIT FIRM REVIEWED THE DATA AND PREPARED THE FORM; THE FORM WAS REVIEWED AND APPROVED BY THE CEO, LEGAL DEPARTMENT, AND CONTROLLER, PRIOR TO SIGNING BY PMA'S SENIOR VICE PRESIDENT/CFO. PART VI, LINES 12B & 12C: DIRECTORS, OFFICERS AND KEY EMPLOYEES RECEIVE ANNUAL QUESTIONNAIRES FOCUSED ON CATEGORIES OF POTENTIAL CONFLICTS IDENTIFIED ON THE FORM 990, INCLUDING SCHEDULE L REPORTABLE TRANSACTIONS. POTENTIAL CONFLICTS DISCLOSED ARE REVIEWED BY PMA'S LEGAL DEPARTMENT. PART VI, LINES 15A & 15B: IN PREVIOUS YEARS, A COMPENSATION CONSULTANT WAS ENGAGED TO ADVISE THE BOARD ON CEO AND KEY EMPLOYEE COMPENSATION, AND IS USED FROM TIME TO TIME TO PROVIDE UPDATED INFORMATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS CEO AND KEY EMPLOYEE TOTAL COMPENSATION AND SUBMITS COMPENSATION LEVELS FOR THE NEXT YEAR TO THE BOARD OF DIRECTORS FOR RECOMMENDATION AND APPROVAL. PART VI, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. PART XI, LINE 9: CHANGE IN VALUE OF PENSION COST $3,819,329 CHANGE IN EQUITY OF SUBSIDIARY $ 53,726 ---------- TOTAL PART XI, LINE 9 $3,873,055 PMA LONGSHORE & CLERKS PAY GUARANTEE PLA 555 MARKET STREET 3RD FLOOR SAN FRANCISCO CA 94105 510137517 BENEFIT PLAN CA 501(c)(9) N/A PMA true PMA PAID HOLIDAY PLAN 555 MARKET STREET 3RD FLOOR SAN FRANCISCO CA 94105 237326998 BENEFIT PLAN CA 501(c)(9) N/A PMA true PMA WALKING BOSSES & FOREMEN'S PAY GAURA 555 MARKET STREET 3RD FLOOR SAN FRANCISCO CA 94105 942377613 BENEFIT PLAN CA 501(c)(9) N/A PMA true MARITECH CORPORATION 1495 RIDGEVIEW DRIVE STE 110 RENO NV 89511 911934547 PAYROLL PROCE NV NA C CORP 3240280 2261196 1.00000 true false false false false false false false false true false true true false false false true false false MARITECH CORPORATION L 847000 COST MARITECH CORPORATION M 2591348 COST MARITECH CORPORATION M 142093 COST MARITECH CORPORATION Q 2011605 COST