2023-10-30T12:13:36-05:00 2022-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2022-01-01 135638830 MASTERS MATES & PILOTS VACATION FUND MAST 4108508500 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 210901996 DONALD MARCUS TRUSTEE 4108595700 2023-10-30 1 DONALD MARCUS 999009999 0 SCOTT D RODGVILLE CPA P00365285 4103565900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD MARCUS 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 210901996 37512218 0 X N/A X 1955 MD TO PROVIDE VACATION BENEFITS FOR ELIGIBLE MEMBERS EMPLOYED UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS 14 9 840 9 0 0 101462 0 35992736 37446135 824 66083 0 0 36095022 37512218 0 0 34160586 36509856 537145 541252 0 0 0 583224 626693 35280955 37677801 814067 -165583 11683449 11694690 335132 511956 11348317 11182734 TO PROVIDE VACATION BENEFITS FOR ELIGIBLE MEMBERS EMPLOYED UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS 0 0 PROVIDED VACATION AND OTHER RELATED BENEFITS FOR PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 840 1 0 0 0 0 0 0 0 0 X 14 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PATRICK MCCULLOUGH ADMINISTRATOR 4108508500 700 MARITIME BLVD SUITE A LINTHICUM MD 210901996 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 1.00 42.50 X X 0 229155 59711 MR EDWARD R MORGAN TRUSTEE, SECRETARY, TREASU 1.00 4.00 X X 0 0 0 CAPT JOHN W SULLIVAN TRUSTEE 0.50 2.00 X 0 0 0 MR DANIEL DRISCOLL TRUSTEE 0.50 40.00 X 0 0 0 MR J LARS TURNER TRUSTEE 0.50 2.00 X 0 189445 48932 MR DONALD JOSBERGER TRUSTEE 0.50 40.50 X 0 258671 60383 MR DAVID SCOTT PUTTY TRUSTEE 0.50 1.50 X 0 0 0 MR EDWARD HANLEY TRUSTEE 0.50 2.00 X 0 0 0 MR EDWARD WASHBURN TRUSTEE 0.50 2.00 X 0 0 0 MR THOMAS LARKIN TRUSTEE 0.50 40.50 X 0 194936 48121 MR LAWRENCE T LYONS TRUSTEE 0.50 2.00 X 0 0 0 MR BORIANA FARRAR TRUSTEE 0.50 2.00 X 0 0 0 MR JEREMY HOPE TRUSTEE 0.50 2.00 X 0 198778 50789 MR MICHAEL LABONTE TRUSTEE 0.50 2.00 X 0 0 0 MR PATRICK MCCULLOUGH ADMINISTRATOR 5.50 34.50 X 28401 194354 57014 MS PAULA PHILLIPS CONTROLLER 5.50 34.50 X 19580 133988 46527 MS ANN MARIE MCCULLOUGH DIRECTOR-HEATLH BENEFITS 5.50 34.50 X 20368 139380 56839 MR KEN RYAN DEPUTY DIRECTOR 5.50 34.50 X 25271 172929 56094 MR MICHAEL MCCULLOUGH LEAD OPERATIONS CLERK 5.50 34.50 X 17767 121585 27488 MR JOSEPH GIUSTO PROGRAMMER/ANALYST 5.50 34.50 X 16953 116009 29833 MR DAVID ROMANO DIRECTOR-PENSION, IRAP AND 5.50 34.50 X 14167 96950 43390 142507 2046180 585121 0 0 1 0 MM&P HEALTH AND BENEFIT PLAN 700 MARITIME BOULEVARD SUITE A LINTHICUM HEIGHTS MD 21090 ADMINISTRATIVE SERVICES 669584 IOMM&P 700 MARITIME BOULEVARD SUITE B LINTHICUM HEIGHTS MD 21090 ADMINISTRATIVE SERVICES 420118 2 CONTRIBUTIONS - EMPLOYERS 900099 37446135 37446135 37446135 66083 66083 37512218 37446135 0 66083 36509856 136916 253512 39874 84847 26103 19747 10000 1660 2997 61016 50332 65 6485 11940 7871 HIRING HALL EXPENSE 420118 BANK SERVICE CHARGES 28456 FEDERAL TAXES 3673 PAYROLL PROCESSING FEES 1418 915 37677801 427774 342753 8025722 7779950 3035930 3344212 194023 227775 11683449 11694690 116592 143950 218540 368006 335132 511956 X 11348317 11182734 11348317 11182734 11683449 11694690 -165583 0 X 0 1 X 0 0 0 PRO BASIC DEPOSIT 218540 DUE TO MM&P PLANS AND IOMMP 149466 368006 X 37510558 0 37510558 1660 1660 37512218 37676141 0 37676141 1660 1660 37677801 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. X 0 0 0 MR DONALD JOSBERGER TRUSTEE 0 203154 0 0 0 55517 0 34218 0 26165 0 319054 0 0 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 0 189081 0 0 0 40074 0 33258 0 26453 0 288866 0 0 MR PATRICK MCCULLOUGH ADMINISTRATOR 28401 194354 0 0 0 0 3457 23656 3812 26089 35670 244099 0 0 MR KEN RYAN DEPUTY DIRECTOR 25271 172929 0 0 0 0 3341 22860 3811 26082 32423 221871 0 0 MR JEREMY HOPE TRUSTEE 0 169453 0 0 0 29325 0 23946 0 26843 0 249567 0 0 MR THOMAS LARKIN TRUSTEE 0 169453 0 0 0 25483 0 21272 0 26849 0 243057 0 0 MR J LARS TURNER TRUSTEE 0 165453 0 0 0 23992 0 22092 0 26840 0 238377 0 0 MS ANN MARIE MCCULLOUGH DIRECTOR-HEATLH BENEFITS 20368 139380 0 0 0 0 3435 23503 3812 26089 27615 188972 0 0 MS PAULA PHILLIPS CONTROLLER 19580 133988 0 0 0 0 2120 14506 3812 26089 25512 174583 0 0 MR MICHAEL MCCULLOUGH LEAD OPERATIONS CLERK 17767 121585 0 0 0 0 951 6505 2554 17478 21272 145568 0 0 MR JOSEPH GIUSTO PROGRAMMER/ANALYST 16953 116009 0 0 0 0 1232 8432 2572 17597 20757 142038 0 0 MR DAVID ROMANO DIRECTOR-PENSION, IRAP AND 14167 96950 0 0 0 0 1721 11776 3811 26082 19699 134808 0 0 ANN MARIE MCCULLOUGH WIFE OF PATRICK MCCULLOUGH 30730 EMPLOYEE 0 MICHAEL MCCULLOUGH SON OF PATRICK MCCULLOUGH 21908 EMPLOYEE 0 FORM 990, PART VI, SECTION A, LINE 7A EMPLOYERS APPOINT TRUSTEES BASED UPON LEVEL OF PARTICIPATION. EACH OF THE SEVEN LARGEST EMPLOYERS THAT PARTICIPATE IN ALL OF THE RELATED PLANS ARE ELIGIBLE TO APPOINT A TRUSTEE. THE REMAINING EMPLOYERS ARE ALLOWED TO APPOINT FOUR ALTERNATE TRUSTEES. IN ADDITION, THE GENERAL EXECUTIVE BOARD OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS, THE SPONSORING UNION, APPOINTS SEVEN REGULAR TRUSTEES AND ONE ALTERNATE TRUSTEE. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE DRAFT FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE GOVERNING BODY AND OTHER COVERED INDIVIDUALS REQUIRES THAT CONFLICTS OF INTEREST BE AVOIDED AND DISCLOSED. ANY POTENTIAL CONFLICTS WOULD BE REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND GOVERNING BODY AND ANY INDIVIDUAL WITH A CONFLICT WOULD BE EXCLUDED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS WITH RESPECT TO THE ISSUE OR TRANSACTION. ADDITIONALLY, THE ORGANIZATION REQUIRES ITS TRUSTEES AND OTHER COVERED INDIVIDUALS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORMS 990 AND 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. 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. ERISA DOES NOT REQUIRE THAT THE PLAN MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE PLAN DOES NOT DO SO. FORM 990, PART V, LINE 2A THE W-2S ISSUED BY THE ORGANIZATION WERE IN CONNECTION WITH BENEFITS PAID TO PARTICIPANTS OF THE PLAN AND DO NOT REPRESENT 840 SEPARATE EMPLOYEES. MM&P HEALTH & BENEFIT PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 210901996 135565128 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES MD 501(C)(9) 0 MARITIME ADVANCEMENT TRAINING EDUCATION AND SAFETY PROGRAM 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 132577386 TO PROVIDE TRAINING FOR LICENSED DECK OFFICERS MD 501(C)(3) 0 MASTERS MATES & PILOTS INDIVIDUAL RETIREMENT ACCOUNT PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 210901996 133021839 TO PROVIDE DEFINE CONTR. PENSION BENEFITS TO ELIGIBLE PARTICIPANTS MD 401 0 MASTERS MATES & PILOTS PENSION PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 210901996 136372630 TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES MD 401 0 MASTERS MATES & PILOTS ADJUSTABLE PENSION PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 210901996 371719247 TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES MD 401 0 MM&P JOINT EMPLOYMENT COMMITTEE 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 210901996 237051736 LABOR MANAGEMENT COOPERATION COMMITTEE. MD 501(C)(5) 0 INTERNATIONAL ORGANIZATION OF MASTERS MATES AND PILOTS 700 MARITIME BLVD SUITE B LINTHICUM HEIGHTS MD 210901996 136020335 SPONSORING UNION MD 501(C)(5) 0 COLUMBIA UNIVERSITY - LAMONT DOHERTY EARTH OBSERVATORY MITAGS INC 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 861588522 TO PROVIDE EDUCATIONAL AND TRAINING SERVICES TO NON-MEMBERS MD 501(C)(3) 0 PATRIOT CONTRACT SERVICES LLC 1320 WILLOW PASS ROAD SUITE 485 CONCORD CA 94520 911862242 GOVERNMENT SHIP MANAGEMENT CA 0 0 PASHA HAWAII HOLDINGS LLC 4040 CIVIC CENTER DRIVE SUITE 350 SAN RAFAEL CA 94903 274068470 SHIPPING CA 0 0 TRINITY MANAGEMENT GROUP 431 LONDON STREET PORTSMOUTH VA 23704 412029269 MARITIME OPERATIONS VA 0 0 CENTRAL GULF LINES 2200 ELLER DRIVE PO BOX 13038 FORT LAUDERDALE FL 33316 720388979 SHIPPING FL C 0 E-SHIPS 2510 WALMER AVENUE SUITE C NORFOLK VA 23513 133967810 TRANSPORTATION, SHIP MANAGEMENT AND TECHNICAL SERVICES VA C 0 WATERMAN STEAMSHIP CORPORATION 2200 ELLER DRIVE PO BOX 13038 FORT LAUDERDALE FL 33316 630220640 SHIPPING FL C 0 MAERSK LINES 2510 WALMER AVENUE SUITE C NORFOLK VA 23513 136122611 TRANSPORTATION, SHIP MANAGEMENT AND TECHNICAL SERVICES VA C 0 MARITIME PERSONNEL PROVISIONING 1007 EASTERN AVENUE BALTIMORE MD 21202 135549627 SHIPPING MD S 0 MATSON NAVIGATION COMPANY INC 555 12TH STREET SUITE 800 OAKLAND CA 94607 940662400 SHIPPING CA C 0 APL MARINE SERVICES 6901 ROCKLEDGE DR SUITE 200 BETHESDA MD 20817 201760878 OVERSEAS CONTAINER TRANSPORTATION & SHIPPING COMPANY MD C 0 CHESAPEAKE CREWING 130 SEVERN AVE SUTIE 200 ANNAPOLIS MD 21043 593511998 SHIPPING MD S 0 MARITIME CONFERENCE CENTER LLC 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 861612895 CONFERENCE CENTER MD C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 THE ORGANIZATION FILED AND EXTENSION USING AN INCORRECT EIN THAT BELONGED TO THE 5500 RAHTER THAN THE 990. THIS WAS DUE TO A SYSTEM GLICTH AT THE TIME OF ROLLING OVER PRIOR YEAR INFORMATION TO THE CURRENT YEAR.AS A RESULT, THE ORGANIZATION HAS CORRECTED THE ERROR AND FILED THE 990 AS SOON AS POSSIBLE.THE ORGANIZATION HOPES YOU WILL CONSIDER ITS REQUEST FOR REASONABLE CAUSE. PLEASE ALSO CONSIDER THAT THE ORGANIZATION HAVE FILED ALL PRIOR YEARS RETURNS TIMELY.