2024-11-13T16:20:31-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2023-01-01 136219856 MEBA TRAINING PLAN MEBA 4105479111 1007 EASTERN AVENUE BALTIMORE MD 212024345 ADAM VOKAC - TRUSTEE EDWARD F. HANLEY - TRUSTEE 4105479111 2024-11-13 1 0 GARY T BRUNICK JR P01715767 2402001400 2023 2024-10-15 13:58:12Z ADAM VOKAC - TRUSTEE 1007 EASTERN AVENUE BALTIMORE MD 212024345 11955689 0 X WWW.MEBAPLANS.ORG/TRAINING/OVERVIEW X 1967 MD TO PROVIDE MARITIME TRAINING TO PARTICIPANTS. 12 12 68 22 0 0 0 0 6170176 6984745 314483 421417 624215 919785 7108874 8325947 0 0 180747 262007 3430158 3686901 0 0 0 3257045 3372349 6867950 7321257 240924 1004690 14992079 16472584 948691 852095 14043388 15620489 X TO PROVIDE TRAINING OF PERSONS REPRESENTED BY THE UNION TO ENABLE THEM TO PASS THE UNITED STATES COAST GUARD EXAMINATIONS AND REQUIREMENTS FOR LICENSED OFFICERS IN ORDER TO ASSIST THEM IN UPGRADING THEIR LICENSES AND FOR DEVELOPING PLANS AND PROGRAMS RELATING TO SAFETY AND OTHER EDUCATIONAL ACTIVITIES FOR THE IMPROVEMENT OF THE LICENSED MARINE OFFICERS AND THE MARITIME INDUSTRY. 0 0 6587366 1826803 CALHOON MEBA ENGINEERING SCHOOL 262007 OUTSIDE COURSE TUITION 6849373 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 21 0 1 68 1 0 0 0 0 0 0 0 0 0 0 X 12 12 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 AVE BALTIMORE MD 212024345 VOKAC ADAM TRUSTEE - CHAIRMAN 2.00 X 0 0 0 CALLAHAN JASON TRUSTEE 2.00 X 0 0 0 DOHERTY RICHARD TRUSTEE 2.00 X 0 0 0 REXHA ROLAND TRUSTEE 2.00 X 0 0 0 SMITH ADAM TRUSTEE 2.00 X 0 0 0 CIMINI CLAUDIA TRUSTEE 2.00 X 0 0 0 HANLEY EDWARD TRUSTEE - SECRETARY 2.00 X 0 0 0 LABONTE MICHAEL ALTERNATE TRUSTEE 2.00 X 0 0 0 MOTE DAMON TRUSTEE 2.00 X 0 0 0 THORNTON WILLIAM TRUSTEE 2.00 X 0 0 0 SULLIVAN JOHN TRUSTEE 2.00 X 0 0 0 FARRAR BORIANA TRUSTEE 2.00 X 0 0 0 DOUGLAS IRA ALTERNATE TRUSTEE 2.00 X 0 0 0 WASHBURN EDWARD ALTERNATE TRUSTEE 2.00 X 0 0 0 WASSEL JOSEPH TRUSTEE 2.00 X 0 0 0 WEISSMAN DAVID ALTERNATE TRUSTEE 2.00 X 0 0 0 BALLENGER DUNCAN ALTERNATE TRUSTEE 2.00 X 0 0 0 DUNCAN JEFF ALTERNATE TRUSTEE 2.00 X 0 0 0 GREENWAY NICOLE ALTERNATE TRUSTEE 2.00 X 0 0 0 MENENDEZ JACK ALTERNATE TRUSTEE 2.00 X 0 0 0 BANCROFT KERRI ALTERNATE TRUSTEE 2.00 X 0 0 0 KURZ DONALD JR TRUSTEE 2.00 X 0 0 0 GILCHRIST ANN ADMINISTRATOR 3.00 37.00 X 0 192103 38339 JENNINGS BRYAN DIRECTOR 40.00 2.00 X 156625 0 36752 KELLY PATRICIA EXECUTIVE DIRECTOR 3.00 37.00 X 0 175942 58868 FULLWOOD RICHARD INSTRUCTOR 40.00 X 109754 0 43227 266379 368045 177186 2 0 1 0 0 EMPLOYERS CONTRIBUTIONS 900099 6984745 6984745 6984745 363752 363752 3687407 3629742 57665 57665 57665 EXPENSE REIMBURSEMENT 900099 1826803 1826803 SETTLEMENT 900099 13097 13097 MISCELLANEOUS 900099 93 93 -920208 -920208 919785 8325947 7904530 0 421417 262007 262007 201187 201187 2200732 2112854 87878 329013 329013 750433 750433 205536 205536 115022 115022 33478 33478 32431 32431 319021 304707 14314 17234 17234 185440 167839 17601 74029 70631 3398 672777 665880 6897 395275 394627 648 61522 61522 482581 482581 252148 215680 36468 MEALS & BEVERAGES 420309 420309 MAINTENANCE SUPPLIES, T 221546 221546 EMPLOYMENT RECRUITMENT 61704 61704 MISCELLANEOUS 17082 16559 523 10750 10750 7321257 6849373 471884 0 557337 254972 662050 605028 101261 34015 42190074 38445143 3707266 3744931 6724859 7182151 -3829640 -4272511 7068946 8923998 14992079 16472584 822748 751892 125943 100203 948691 852095 X 0 0 0 0 14043388 15620489 14043388 15620489 14992079 16472584 1004690 572411 0 X X 0 1 X 1 0 X 1298025 1298025 25628386 23936279 1692107 1642226 1642226 0 9487317 8928785 558532 4134120 3937853 196267 3744931 DUE FROM RELATED ENTITIES 8923998 8923998 DUE TO RELATED ENTITY 100203 100203 X 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 IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLISHES ITS NONDISCRIMINATION POLICY ON THE HOMEPAGE OF ITS WEBSITE WWW.MEBASCHOOL.ORG. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 KELLY PATRICIA EXECUTIVE DIRECTOR 0 175342 0 600 0 0 0 36051 0 22817 0 234810 0 0 GILCHRIST ANN ADMINISTRATOR 0 192103 0 0 0 0 0 19336 0 19003 0 230442 0 0 JENNINGS BRYAN DIRECTOR 156025 0 600 0 0 0 13935 0 22817 0 193377 0 0 0 FULLWOOD RICHARD INSTRUCTOR 109154 0 600 0 0 0 20410 0 22817 0 152981 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 PLANS'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 DIRECTOR'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 XII, LINE 2C THERE WAS NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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 1 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 MEDICAL AND BENEFITS PLAN 1007 EASTERN AVENUE BALTIMORE MD 212024345 135590515 PROVIDE MEDICAL AND OTHER BENEFITS TO PARTICIPANTS AND BENEFICIARIES MD 501(C)(9) N/A 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 1 CMES ENTERPRISES LLC 27050 ST MICHAELS ROAD EASTON MD 21601 814439579 ENGAGE IN FOR-PROFIT ACTIVITIES MD MEBA TRAINING PLAN C -397493 45313 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 CUTWATER MARITIME EDUCATIONAL SERVICES INC Q 1419114 VARIOUS ALLOCATION BASES CMES ENTERPRISES LLC Q 375334 VARIOUS ALLOCATION BASES