FURP.ORG / PUBLIC DATA EXPLORER

MEBA MEDICAL AND BENEFITS PLAN: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MEBA MEDICAL AND BENEFITS PLAN (EIN 13-5590515)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201633199349307973
Schema version
2015v2.1
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)
Return2016-11-14T15:02:47-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & COMPANY 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 Begin2015-01-01TaxPeriodBeginDt

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)
PersonH M AINLEY TRUSTEEPersonNm
Person TitleEDWARD F. HANLEY, TRUSTEEPersonTitleTxt
Phone4105479111PhoneNum
Signature2016-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN ZIMMERMANPreparerPersonNm
PTINP01049106PTIN
Phone2402001400PhoneNum
Preparation2016-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerH M AINLEY TRUSTEEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212024345ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$125,527,543GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.MEBAPLANS.ORG/MEDICAL.HTMLWebsiteAddressTxt
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 Employee73TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$35,328,268PYProgramServiceRevenueAmt
CY Program Service Revenue$32,749,751CYProgramServiceRevenueAmt
PY Investment Income$2,482,511PYInvestmentIncomeAmt
CY Investment Income$3,172,117CYInvestmentIncomeAmt
PY Other Revenue$5,234,037PYOtherRevenueAmt
CY Other Revenue$5,426,180CYOtherRevenueAmt
PY Total Revenue$43,044,816PYTotalRevenueAmt
CY Total Revenue$41,348,048CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$35,223,513PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$35,263,101CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,254,201PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,623,968CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,798,732PYOtherExpensesAmt
CY Other Expenses$1,514,307CYOtherExpensesAmt
PY Total Expenses$43,276,446PYTotalExpensesAmt
CY Total Expenses$43,401,376CYTotalExpensesAmt
PY Revenues Less Expenses-$231,630PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,053,328CYRevenuesLessExpensesAmt
Total Assets BOY$82,940,387TotalAssetsBOYAmt
Total Assets EOY$80,145,411TotalAssetsEOYAmt
Total Liabilities BOY$2,018,941TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,484,075TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$80,921,446NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$76,661,336NetAssetsOrFundBalancesEOYAmt
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 3,500 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 3,500 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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 StmtYes (1)ConsolidatedAuditFinclStmtInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee73EmployeeCnt
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
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 Line1ANN GILCHRIST ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4105479111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 EASTERN AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212024345ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
AINLEY H M
CHAIRMAN - TRUSTEE2.0040.00Yes (X)$0$219,562$49,639
BALLENGER DUNCAN
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$0$0
BERTRAM ERIN
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$137,362$43,290
MOTE DAMON
TRUSTEE2.00Yes (X)$0$0$0
BURKE TRACY
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$137,362$29,373
CAMERON MICHAEL
TRUSTEE2.00Yes (X)$0$0$0
COLE WILLIAM
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
CRAFT JACK
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
DOHERTY RICH
TRUSTEE2.0040.00Yes (X)$0$137,362$37,382
DORN ROBERT
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
DUNCAN JEFF
ALTERNATE TRUSTEE2.0040.00Yes (X)$0$137,362$27,176
FISHER PHILIP
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
GAUSLOW NORM
TRUSTEE2.00Yes (X)$0$0$0
GUERRA CHRIS
TRUSTEE2.0040.00Yes (X)$0$156,304$39,538
HANLEY EDWARD
SECRETARY - TRUSTEE2.00Yes (X)$0$0$0
MOSES DALE
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
SISTRUNK PHILLIP
TRUSTEE2.0040.00Yes (X)$0$156,304$19,109
STEPHENS ROBERT
TRUSTEE2.00Yes (X)$0$0$0
STROHLA PETER
TRUSTEE2.00Yes (X)$0$0$0
SULLIVAN JACK
TRUSTEE2.00Yes (X)$0$0$0
VAN LOO WILLIAM
TRUSTEE2.0040.00Yes (X)$0$174,449$27,998
VOKAC ADAM
TRUSTEE2.0040.00Yes (X)$0$156,304$29,460
GILL TIMOTHY
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
SZYMCZAK ALLEN
ADMINISTRATOR40.00$224,868$0$43,648Yes (X)
GILCHRIST ANN
ACTING ADMINISTRATOR40.00$153,295$0$30,744Yes (X)
FABELLA SANDRA
ASSISTANT CONTROLLER40.00$132,924$0$37,851Yes (X)
GILLOGLY NORMA
PHYSICIAN40.00$124,130$0$34,729Yes (X)
WAGNER JULIE
PHYSICIAN40.00$145,754$0$22,990Yes (X)
BUCKALEW BARRY
INTERNAL AUDIT40.00$124,822$0$25,676Yes (X)
KELLY PATRICIA
BENEFITS ADMINISTRATION MANAGER40.00$108,146$0$35,249Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,013,939TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,412,371TotReportableCompRltdOrgAmt
Total Other Compensation$533,852TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
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
MORGAN LEWIS & BOCKIUS LLP
PO BOX 8500 S-6050PHILADELPHIAPA191786050LEGAL SERVICES$1,157,722
GORDON FEINBLATT LLC
233 E REDWOOD STREETBALTIMOREMD212023332LEGAL SERVICES$572,300
SLEVIN & HART PC
1625 MASSACHUSSETTS AVE NW STE 450WASHINGTONDC20036LEGAL SERVICES$379,510
BUCHBINDER TUNICK & CO LLP
6720-A ROCKLEDGE DR STE 510BETHESDAMD20817AUDIT$296,588
NEW ENGLAND PENSION CONSULTANT LLC
PO BOX 4110WOBURNMA018884110CONSULTING$229,121
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$25,618,996$25,618,996
PARTICIPANT CONTRIBUTI900099$6,949,326$6,949,326
EMPLOYER CONTRIBUTIONS900099$181,429$181,429
FieldValueIRS element (for citing)
Total Program Service Revenue$32,749,751TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,033,821TotalRevenueColumnAmt
Exclusion$1,033,821ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$86,317,791SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$84,179,495SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,138,296SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,138,296TotalRevenueColumnAmt
Related Or Exempt Func Income$2,138,296RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMBURSED ADMINISTRAT900099$4,900,062$4,900,062
MEDICARE PART D REBATE900099$526,118$526,118
FieldValueIRS element (for citing)
Other Revenue Total$5,426,180OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,348,048TotalRevenueColumnAmt
Related Or Exempt Func Income$40,314,227RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,033,821ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$35,263,101TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$456,848TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,134,394TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$598,689TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,090,606TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$343,431TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$353,282TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,559TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$221,761TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$222,668TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$164,509TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$142,277TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$122,083TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,512TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$28,344TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$22,029TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,010TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
BAD DEBT EXPENSE$79,132
EQUIPMENT RENTAL & USAG$65,911
EMPLOYEE TRAINING$230

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,401,376TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,991,289BOYAmt
EOY$1,282,306EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16BOYAmt
EOY$16EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,825,100BOYAmt
EOY$5,005,953EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$47,825BOYAmt
EOY$45,872EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,550,822LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,505,676LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$79,892BOYAmt
EOY$45,146EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$52,701,004BOYAmt
EOY$53,368,478EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$21,295,261BOYAmt
EOY$20,397,640EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$82,940,387BOYAmt
EOY$80,145,411EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$956,340BOYAmt
EOY$793,413EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$223,480EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,062,601BOYAmt
EOY$2,467,182EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,018,941BOYAmt
EOY$3,484,075EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$80,921,446BOYAmt
EOY$76,661,336EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$80,921,446BOYAmt
EOY$76,661,336EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,940,387BOYAmt
EOY$80,145,411EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,053,328ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,206,782NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$1,004,192OtherCostOrOtherBasisAmt
Depreciation$1,003,814DepreciationAmt
Book Value$378BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$267,497OtherCostOrOtherBasisAmt
Depreciation$240,359DepreciationAmt
Book Value$27,138BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$279,133OtherCostOrOtherBasisAmt
Depreciation$261,503DepreciationAmt
Book Value$17,630BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,146TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MEBA MASTER TRUST FOR ERISA PLANS$1,651,484F
RUSSELL 1000 VALUE INDEX$11,040,002F
MELLON CF DV DYNAMIC GROWTH FUND$7,706,154F
FieldValueIRS element (for citing)
Total Book Value Securities$20,397,640TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED PLANS$905,491
DUE TO PENDING TRADES$1,561,691
FieldValueIRS element (for citing)
Total Liability$2,467,182TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$33,493,325TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,206,782NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,206,782RevenueNotReportedAmt
Revenue Subtotal$35,700,107RevenueSubtotalAmt
Investment Expenses Not Incld$221,761InvestmentExpensesNotIncldAmt
Other Revenues Not Included$5,426,180OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$5,647,941RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$41,348,048TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,753,435TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,753,435ExpensesSubtotalAmt
Investment Expenses Not Incld2$221,761InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$5,426,180OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$5,647,941ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$43,401,376TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2015, 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 2012.
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

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 (15 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
AINLEY H M
CHAIRMAN - TRUSTEE$0$219,562$0$0$0$0$0$30,373$0$19,266$0$269,201$0$0
BERTRAM ERIN
ALTERNATE TRUSTEE$0$137,362$0$0$0$0$0$24,277$0$19,013$0$180,652$0$0
BURKE TRACY
ALTERNATE TRUSTEE$0$137,362$0$0$0$0$0$10,360$0$19,013$0$166,735$0$0
DOHERTY RICH
TRUSTEE$0$137,362$0$0$0$0$0$18,369$0$19,013$0$174,744$0$0
DUNCAN JEFF
ALTERNATE TRUSTEE$0$137,362$0$0$0$0$0$8,163$0$19,013$0$164,538$0$0
GUERRA CHRIS
TRUSTEE$0$156,304$0$0$0$0$0$20,429$0$19,109$0$195,842$0$0
SISTRUNK PHILLIP
TRUSTEE$0$156,304$0$0$0$0$0$0$0$19,109$0$175,413$0$0
VAN LOO WILLIAM
TRUSTEE$0$174,449$0$0$0$0$0$8,838$0$19,160$0$202,447$0$0
VOKAC ADAM
TRUSTEE$0$156,304$0$0$0$0$0$10,351$0$19,109$0$185,764$0$0
SZYMCZAK ALLEN
ADMINISTRATOR$223,067$0$1,801$0$0$0$26,428$0$17,220$0$268,516$0$0$0
GILCHRIST ANN
ACTING ADMINISTRATOR$152,015$0$1,272$0$8$0$13,524$0$17,220$0$184,039$0$0$0
FABELLA SANDRA
ASSISTANT CONTROLLER$127,058$0$1,887$0$3,979$0$20,631$0$17,220$0$170,775$0$0$0
GILLOGLY NORMA
PHYSICIAN$119,421$0$928$0$3,781$0$17,509$0$17,220$0$158,859$0$0$0
WAGNER JULIE
PHYSICIAN$145,754$0$0$0$0$0$5,770$0$17,220$0$168,744$0$0$0
BUCKALEW BARRY
INTERNAL AUDIT$122,967$0$1,855$0$0$0$8,456$0$17,220$0$150,498$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 11THE 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 ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE ORGANIZATION'S GOVERNING BODY REQUIRES THAT CONFLICTS OF INTEREST BE AVOIDED AND DISCLOSED CONSISTENT WITH ERISA. THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY FOR EMPLOYEES REQUIRES THAT ALL EMPLOYEES AVOID AND DISCLOSE CONFLICTS OF INTEREST. THE ORGANIZATION RECEIVES AN ANNUAL SIGNED STATEMENT FROM EMPLOYEES REGARDING THE WRITTEN CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS WOULD BE REVIEWED BY THE ORGANIZATION'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 ORGANIZATION MAKES DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST AS REQUIRED BY THE INTERNAL REVENUE CODE.
PART VII, SECTION A, LINE 1A:IN ACCORDANCE WITH A COST SHARING AGREEMENT, SOME HOURS AND COMPENSATION ARE ALLOCATED TO CERTAIN OTHER PLANS ADMINISTERED BY THE SAME PLAN OFFICE BASED ON ACTUAL TIME SPENT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
NFOPAPE
AMERICAN MARITIME CONGRESS
LAMONT-DOHERTY OBSERVATORY
DISTRICT NO 1 - MEBA
MEBA TRAINING SCHOOL
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 PENSION TRUST 401(K) PLAN
1007 EASTERN AVENUEBALTIMOREMD212024345516029896DEFINED CONTRIBUTION PLANMD401(A)N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (35 entries)

ACME REPAIR
ALASKA TANKER COMPANY LLC
AMERICAN CREWING SERVICES
APL MARINE SERVICES LTD
ALARIS COMPANIES LLC
PATRIOT CONTRACT SERVICES
BLACK BALL TRANSPORT INC
BOSTON MARINE TRANSPORT INC
CENTRAL GULF LINES INC
DMC MARINE LLC
E-SHIPS INC
GFC CRANE CONSULTANTS
HORIZON LINES LLC
INTERLAKE STEAMSHIP CO
KEYSTONE SHIPPING COMPANY
KEYSTONE OCEAN SERVICES
LIBERTY MARITIME CORP
MAERSK LINE LTD
MATSON NAVIGATION COMPANY
NORWEGIAN CRUISE LINES
OSG SHIP MANAGEMENT INC
STATE OF ALASKA
SULPHUR CARRIERS INC
UNIVERSAL MARITIME SERVICE CORP
KEYSTONE PREPOSITIONING
WOODS HOLE MARTHA'S VINEYARD
WATERMAN STEAMSHIP CORP
CARGOTEC CRANE & ELECTICAL SERVICES
GRAND RIVER NAVIGATION
MARINE PERSONNEL & PROVIS
WASHINGTON STATE FERRIES
HMS FERRIES INC
DYNAMICS CONCEPTS CORP
TRINITY MANAGEMENT
SUNRISE OPERSATIONS
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