2026-07-27T16:50:11-05:00 2025-09-30 WITHUMSMITHBROWNPC 1800 TYSONS BOULEVARD SUITE 800 TYSONS VA 22102 990 2024-10-01 135600786 AMERICAN MARITIME OFFICERS MEDICAL PLAN % JOHN MACUSKI AMER 9549204247 2 WEST DIXIE HIGHWAY DANIA BEACH FL 330044312 JOHN MACUSKI DIRECTOR OF FINANCE 9549204247 2026-07-27 true true THOMAS PARISI P00013287 3012726000 2026-07-27 2024 2025-03-06 01:10:19Z JOHN MACUSKI 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 62358401 false X WWW.AMOPLANS.COM X 1950 FL TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF AMERICAN MARITIME OFFICERS UNDER A COLLECTIVE BARGAINING AGREEMENT. 10 1 0 0 0 0 0 0 47430739 53566177 412645 228370 0 0 47843384 53794547 0 0 43097443 50626418 0 0 0 0 0 7676861 7957744 50774304 58584162 -2930920 -4789615 25683204 20762060 2738924 2267583 22944280 18494477 X TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF AMERICAN MARITIME OFFICERS UNDER A COLLECTIVE BARGAINING AGREEMENT. false false THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. false false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true X 3 0 true 0 false false false false false false false false X 10 1 true false false false false true false true false false false false true true true true true false false false X JOHN MACUSKI 9549204247 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 John Macuski DIRECTOR OF FINANCE 4.0 34.0 X 0 334235 127038 Steven Nickerson EXECUTIVE DIR (THRU 6/2025) 10.23 28.79 X 0 318064 111719 William Barrere UNION TRUSTEE 1.0 39.0 X 0 315965 88854 Jeremiah Jones IN-HOUSE GENERAL COUNSEL 6.88 31.75 X 0 313218 84143 Daniel Robichaux UNION TRUSTEE (ALTERNATE) 1.0 39.0 X 0 289639 80688 Lisa Dominic DIRECTOR OF BENEFITS 26.24 13.75 X 0 278801 83950 JEFFREY RICHARDS UNION TRUSTEE (PRO TEM) 1.0 39.0 X 0 260640 79865 Robert Rice UNION TRUSTEE 1.0 39.0 X 0 251457 78391 Christian Spain UNION TRUSTEE/CHAIRMAN 5.0 39.0 X X 0 254093 66310 John Clemons UNION TRUSTEE (ALTERNATE) 1.0 39.0 X 0 241172 76741 Joseph Brown UNION TRUSTEE (ALTERNATE) 1.0 39.0 X 0 221510 61418 Elizabeth Calhoun ASSOCIATE DIR (Thru 9/2025) 4.0 34.0 X 0 192833 83802 Gregory Tulchinsky Sftwre Architect & Sys Analyst 8.99 31.0 X 0 205545 58520 Alaina Basciano UNION TRUSTEE 1.0 39.0 X 0 190633 68698 Irmin Berger Chief Info Security Officer 7.12 32.18 X 0 193663 55000 Barbara Skrak EXECUTIVE DIR (EFF 6/2025) 10.69 27.41 X 0 193231 53096 Anthony Naccarato EMPLOYER TRUSTEE/SECRETARY 5.0 19.0 X X 0 0 0 Ira Douglas EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 Edward Hanley EMPLOYER TRUSTEE (PRO TEM) 1.0 39.0 X 0 0 0 Todd Johnson EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 Scott Winfield EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 Eunice Cadorette-Young EMPLOYER TRUSTEE ALTERNATE 1.0 39.0 X 0 0 0 David Sloane EMP TRUSTEE ALT (EFF 1/2025) 1.0 39.0 X 0 0 0 0 4054699 1258233 0 false true false 0 0 EMPLOYER CONTRIBUTIONS 525100 53055390 53055390 PARTICIPANTS COBRA PAYMENTS 525100 360965 360965 CLINIC INCOME 525100 149822 149822 53566177 403470 403470 0 0 0 0 0 8388754 8563854 -175100 -175100 -175100 0 0 0 0 0 0 0 0 0 0 53794547 53566177 0 228370 0 0 0 50626418 0 0 0 0 0 0 0 43 182370 0 0 21242 3686206 2117 168680 61788 0 209467 1345 0 0 0 0 3366 526694 REIMB. SALARIES & BENEFITS 3006490 MEDICAL SUPPLIES 39160 EQUIPMENT USAGE FEE 20460 TRUSTEE EXPENSE 26663 1653 58584162 0 0 1906818 1451959 0 0 5762478 7395518 0 0 0 0 0 0 0 0 140357 103799 698132 681303 16829 17864301 10484622 0 0 0 0 0 0 9250 1309333 25683204 20762060 1175043 2267583 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1563881 0 2738924 2267583 X 0 0 0 0 22944280 18494477 22944280 18494477 25683204 20762060 -4789615 339812 X false true X true false 436661 436661 0 143573 126744 16829 117898 117898 0 16829 DUE FROM MASTER OPERATING 1309333 1309333 0 DUE TO AMO MASTER OPERATING TRUST 0 0 X 54134359 339812 339812 53794547 53794547 58584162 58584162 58584162 PART X, LINE 2 - UNCERTAIN TAX POSITIONS UNDER FIN 48: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Plan and concluded that as of September 30, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there has been no tax-related interest or penalties for the periods presented in these financial statements. false false false Steven Nickerson EXECUTIVE DIR (THRU 6/2025) 0 291118 0 26946 0 0 0 99428 0 12291 0 429783 0 0 John Macuski DIRECTOR OF FINANCE 0 307863 0 26372 0 0 0 113671 0 13367 0 461273 0 0 Barbara Skrak EXECUTIVE DIR (EFF 6/2025) 0 175623 0 17608 0 0 0 39693 0 13403 0 246327 0 0 Jeremiah Jones IN-HOUSE GENERAL COUNSEL 0 293569 0 19649 0 0 0 70557 0 13586 0 397361 0 0 Lisa Dominic DIRECTOR OF BENEFITS 0 259062 0 19739 0 0 0 70364 0 13586 0 362751 0 0 Gregory Tulchinsky Sftwre Architect & Sys Analyst 0 201795 0 3750 0 0 0 44455 0 14065 0 264065 0 0 Elizabeth Calhoun ASSOCIATE DIR (Thru 9/2025) 0 179990 0 12843 0 0 0 70435 0 13367 0 276635 0 0 Irmin Berger Chief Info Security Officer 0 180423 0 13240 0 0 0 41177 0 13823 0 248663 0 0 Christian Spain UNION TRUSTEE/CHAIRMAN 0 250093 0 4000 0 0 0 51110 0 15200 0 320403 0 0 JEFFREY RICHARDS UNION TRUSTEE (PRO TEM) 0 256640 0 4000 0 0 0 64665 0 15200 0 340505 0 0 John Clemons UNION TRUSTEE (ALTERNATE) 0 237172 0 4000 0 0 0 61541 0 15200 0 317913 0 0 William Barrere UNION TRUSTEE 0 311965 0 4000 0 0 0 73654 0 15200 0 404819 0 0 Daniel Robichaux UNION TRUSTEE (ALTERNATE) 0 285639 0 4000 0 0 0 65488 0 15200 0 370327 0 0 Alaina Basciano UNION TRUSTEE 0 186633 0 4000 0 0 0 53498 0 15200 0 259331 0 0 Robert Rice UNION TRUSTEE 0 247457 0 4000 0 0 0 63191 0 15200 0 329848 0 0 Joseph Brown UNION TRUSTEE (ALTERNATE) 0 217510 0 4000 0 0 0 46218 0 15200 0 282928 0 0 PART V, LINE 2B - JOINTLY ADMINISTERED ACTIVITIES OF THE PLAN: THE AMERICAN MARITIME OFFICERS (AMO) MEDICAL PLAN IS RELATED TO A GROUP OF JOINTLY ADMINISTERED NOT-FOR-PROFIT ORGANIZATIONS. SINCE THE ORGANIZATION'S CO-EXIST AT THE SAME PREMISES, THEY UTILIZE EACH OTHER'S RESOURCES, EQUIPMENT, AND PERSONNEL. SALARIES AND OTHER ADMINISTRATIVE EXPENSES ARE PAID BY ANOTHER ENTITY (AMO MASTER OPERATING TRUST, EIN# 20-0406498) AND ALLOCATED BASED ON PREDETERMINED PERCENTAGES. AMO MEDICAL PLAN DOES NOT REPORT ANY EMPLOYEES ON FORM 941, AS ALL SUCH PLAN PERSONNEL ARE REPORTED ON AMO MASTER OPERATING TRUST FORM 941'S. PART VI, SECTION A, LINE 1 - SUBCOMMITTEE OF THE TRUSTEES: BETWEEN MEETINGS OF THE TRUSTEES, THE CHAIRMAN AND SECRETARY SHALL HAVE AUTHORITY TO MAKE SUCH DECISIONS CONCERNING THE OPERATION AND ADMINISTRATION OF THE MEDICAL PLAN AS THEY DEEM WISE AND NECESSARY, AND INDIVIDUAL TRUSTEES MAY NOT TAKE ANY ACTION FOR, OR ON BEHALF OF, THE TRUSTEES BETWEEN MEETINGS, EXCEPT AS THEY MAY BE SPECIFICALLY AUTHORIZED. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: UNION TRUSTEES JOHN CLEMONS, DANIEL ROBICHAUX, JEFF RICHARDS, WILLIAM BARRERE, JOSEPH BROWN, ROBERT RICE, AND CHRISTIAN SPAIN SERVE AS OFFICERS OF AMERICAN MARITIME OFFICERS; Union trustee Alaina Basciano serves as Assistant Vice President Government Relations of American Maritime Officers. PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES: The Plan shall be operated and administered by ten (10) Trustees, five (5) of whom shall be designated by the Union and five (5) of whom shall be designated by the Employers having contracts with the Union. The Union shall have the right to appoint three (3) alternate Trustees. The appointed Alternate Trustees shall have full authority to act as a Union Trustee in the absence of any Union Trustee. Successor Employer Trustees and successor alternate Employer Trustees shall be appointed by majority vote of the various Employers who are parties to the Plan at the time such appointments are made; provided, however, that not more than one (1) Employer Trustee and not more than one (1) alternate Employer Trustee may be employed by, or affiliated with, the same Employer. Each Employer shall be entitled to cast one (1) vote for each Employee it would employ at the time of becoming a party to the Plan. PART VI, SECTION A, LINE 8B - OTHER COMMITTEES: THE TRUST HAS NO OTHER COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: the board of trustees has delegated the responsibility to review the form 990 prior to filing to the director of finance. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: The Fund is maintained and administered in accordance with ERISA Sections 404 and 406 and the Fund's conflict of interest policy is set forth in ERISA Sections 404 and 406. The Board of Trustees monitors and enforces the Fund's compliance with ERISA, with the assistance of the Fund's General Counsel. PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS & F/S: the fund makes its governing documents, policies and financial statements available to participants and beneficiaries as required by employee retirement income security act of 1974 (erisa). AMERICAN MARITIME OFFICERS PENSION PLAN 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 131936709 PENSION PLAN FL 401(A) NA false AMERICAN MARITIME OFFICERS VACATION PLAN 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 111929852 BENEFIT PLAN FL 501(C)(9) NA false AMERICAN MARITIME OFFICERS SAFETY & EDUC 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 131952549 TRAINING FUND FL 501(C)(3) 2 NA false AMERICAN MARITIME OFFICERS JOINT EMPLOY 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 112415398 EMPLOY SVCE FL NA false AMERICAN MARITIME OFFICERS 401K PLAN 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 112978754 PENSION PLAN FL 401(K) NA false AMERICAN MARITIME OFFICERS DEFINED CONTR 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 271269640 PENSION PLAN FL 401(A) NA false BOARD OF TRUSTEES OF THE AMO MEDICAL 2 WEST DIXIE HIGHWAY DANIA BEACH FL 33004 135600786 JOINT BOARD FL NA false AMERICAN MARITIME OFFICERS 601 S FEDERAL HIGHWAY DANIA BEACH FL 33004 111966978 LABOR ORG FL 501(C)(5) N/A false AMO MASTER OPERATING TRUST FUND N/A Seafarers International Union N/A false AMERICAN STEAMSHIP CO false ARGENT MARINE OPERATIONS INC false ARMSTRONG STEAMSHIP CO false ATLAS PROFESSIONALS CREW MANAGEMENT INC false CENTRAL MARINE LOGISTICS INC false CETACEAN MARINE SERVICES INC false CLEVELAND-CLIFFS STEEL LLC FKA MITTAL ST false CRESCENT TOWING & SALVAGE CO INC false CROWLEY GOVERNMENT SERVICES INC false EN BISSO & SON TOWING INC (FKA SEABU false ECO-TANKERS CREW MANAGEMENT LLC false EXPRESS MARINE false FAIRWATER CREW MANAGEMENT LLC false FAIRWATER TANKER MANAGEMENT LLC false FEDERATED CREWING LLC false FORTUNE MARITIME INC false INTREPID PERSONNEL & PROVISIONING false INTREPID SEA HOLDINGS INC false KEY LAKES IV INC false KEY LAKES INC false LAKE MICHIGAN CARFERRY SERVICE INC false LIBERTY MARITIME CORPORATION false MAERSK LINE LIMITED false OCEAN DUCHESS INC false OCEAN SHIPHOLDINGS INC false OCEAN SHIPS INC false OSG SHIPHOLDING GROUP INC (TUGS) false OSPREY SHIP MGMT INC false PACIFIC GULF MARINE INC false PASHA HAWAII HOLDINGS LLC false PATRIOT SHIPPING LLC false PHOENIX CREW MANAGEMENT LLC false PORT CITY MARINE SERVICES false REMINGTON SHIPPING INC false SAGAMORE SHIPPING INC false SEALIFT LLC false SEALIFT TANKSHIPS INC false SHELL SHIP MANAGEMENT LIMITED false TOTE SERVICES LLC false TRANSOCEANIC CABLE SHIP COMPANY false US MARINE MANAGEMENT LLC false USS TRANSPORT LLC false false false false false false false false false false true true false false true true true false false true