2025-11-12T13:25:37-06:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2024-01-01 135557534 SEAFARERS HEALTH AND BENEFITS PLAN SEAF 3018990675 5201 CAPITAL GATEWAY DRIVE CAMP SPRINGS MD 20746 THOMAS ORZECHOWSKI TRUSTEE 3018990675 2025-11-04 1 1 EDIVALDO DOS SANTOS P02206152 2402001400 2024 2025-03-06 01:10:19Z THOMAS ORZECHOWSKI 5201 CAPITAL GATEWAY DRIVE CAMP SPRINGS MD 20746 662442445 0 X WWW.SEAFARERS.ORG/PLANS X 1950 MD TO PAY HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 14 14 87 0 0 0 0 0 128562951 136944975 4262642 23969660 2993635 3817424 135819228 164732059 112500 74500 84875023 84436158 2692753 2821506 0 0 0 12874725 14249585 100555001 101581749 35264227 63150310 424202761 492981810 4065867 5027476 420136894 487954334 NONE 0 0 THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO 7,645 UNION MEMBERS AND THEIR DEPENDENTS; AS WELL AS PROVIDING SIMILAR BENEFITS TO 1,374 RETIRED UNION MEMBERS AND THEIR DEPENDENTS. UNDER THE FUND'S MEDICAL EXAMINATION PROGRAM THE FUND PROVIDES FOR PHYSICAL EXAMINATIONS AND DRUG SCREENING TESTS NECESSARY TO ENABLE THE 7,645 UNION MEMBERS TO WORK IN COVERED EMPLOYMENT. THE FUND PROVIDES OTHER ANCILLARY BENEFITS INCLUDING RECREATIONAL BENEFITS AT 21 LOCATIONS THROUGHOUT THE UNITED STATES AND US TERRITORIES AND SCHOLARSHIP BENEFITS TO DEPENDENTS OF THE UNION MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5422 0 1 87 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARGARET BOWEN 3018990675 5201 CAPITAL GATEWAY DRIVE CAMP SPRINGS MD 20746 X ANTHONY NACCARATO TRUSTEE 1.00 X 0 0 0 B POWELL TRUSTEE 1.00 X 0 0 0 DAMON MOTE TRUSTEE 1.00 X 0 0 0 DEAN CORGEY TRUSTEE 1.00 X 0 0 0 E YOUNG TRUSTEE 1.00 X 0 0 0 EDWARD HANLEY TRUSTEE 1.00 X 0 0 0 GEORGE TRICKER TRUSTEE 1.00 X 0 0 0 IRA DOUGLAS TRUSTEE 1.00 X 0 0 0 JOSEPH SORESI TRUSTEE 1.00 X 0 0 0 MARIO TORREY TRUSTEE 1.00 X 0 0 0 NICHOLAS MARRONE TRUSTEE 1.00 X 0 0 0 SCOTT WINFIELD TRUSTEE 1.00 X 0 0 0 THOMAS ORZECHOWSKI TRUSTEE 1.00 X 0 0 0 W ASP ALTERNATE TRUSTEE 1.00 X 0 0 0 J BASELICE ALTERNATE TRUSTEE 1.00 X 0 0 0 T BRDAK ALTERNATE TRUSTEE 1.00 X 0 0 0 H GALBISO ALTERNATE TRUSTEE 1.00 X 0 0 0 J VINCENZO ALTERNATE TRUSTEE 1.00 X 0 0 0 J ZAVALA ALTERNATE TRUSTEE 1.00 X 0 0 0 D DEFANTI ALTERNATE TRUSTEE 1.00 X 0 0 0 ED MORGAN ALTERNATE TRUSTEE 1.00 X 0 0 0 E YOUNG ALTERNATE TRUSTEE 1.00 X 0 0 0 MARGARET BOWEN ADMINISTRATOR 8.00 X 0 0 0 0 0 0 0 0 0 0 CIGNA HEALTH & LIFE INSURANCE PO BOX 645680 CINCINNATI OH 45264 CLAIMS PROCESSOR 2557799 OUT OF NETWORK SAVINGS PROGRAM PO BOX 637268 CINCINNATI OH 45263 CLAIMS PROCESSOR 1843913 ASB CAPITAL MANAGEMENT 7501 WISCONSIN AVE BETHESDA MD 20814 INVESTMENT MANAGER 1032702 AMWINS RX 4725 PIEDMONT ROW DRIVE SUITE 600 CHARLOTTE NC 28210 CLAIMS PROCESSOR 204846 WEAVER & TIDWELL LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 ACCOUNTANT 139116 7 EMPLOYER CONTRIBUTIONS 900099 136581075 136581075 PENSIONER CONTRIBUTIONS 900099 363900 363900 136944975 12870028 12870028 508810018 497710386 11099632 11099632 11099632 OTHER INCOME 900099 3157810 3157810 MEDICARE PART D REBATES 900099 659614 659614 3817424 164732059 137604589 0 27127470 74500 84436158 1556116 518573 621628 125189 139116 1100727 5106794 198126 114391 213262 59492 52176 36679 ADMINISTRATIVE CHARGE-S 3826581 SHARED SERVICES 3177914 LICENSES AND PERMITS 126272 ACA FEES 54927 43128 101581749 6549549 39146127 1501305 1502506 14572908 19073908 127720 244590 3478432 3170082 309108 308350 401142171 432706329 424202761 492981810 3230994 3361842 834873 1665634 4065867 5027476 X 0 0 0 0 420136894 487954334 420136894 487954334 424202761 492981810 63150310 4667130 0 X X 0 1 X 1 0 63953 63953 1146206 1002160 144046 1657996 1619458 38538 610277 548464 61813 308350 DUE TO RELATED PARTIES 972887 DUE TO BROKER 692747 1665634 X 167638848 4667130 4667130 162971718 1100727 659614 1760341 164732059 99821408 0 99821408 1100727 659614 1760341 101581749 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. 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D REBATES NET AGAINST BENEFITS FOR FINANCIAL STATEMENT PURPOSE 659,614. PART XII, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D REBATES NET AGAINST BENEFITS FOR FINANCIAL STATEMENT PURPOSE 659,614. 1 SCHOLARSHIPS 22 74500 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO ITS FILING, BUT IT IS REVIEWED BY THE CHAIRMAN TRUSTEE. THE ORGANIZATION'S GOVERNING BODY HAS THE RIGHT TO REVIEW THE COMPLETED FILINGS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS ALL SUCH INDIVIDUALS ON A REGULAR BASIS TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ADMINISTRATOR'S SALARY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE PLAN OFFICE. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS IS CONSISTENT WITH PRIOR YEAR. ALASKA TANKER COMPANY AMERICAN SERVICE TECH (SIU) AMERICAN STEAMSHIP COMPANY AMNAV MARITIME APL MARINE SERVICES LTD ARGENT MARINE OPERATIONS INC ARMSTRONG STEAMSHIP COMPANY ASSOC OF MD PILOTS ATLAS PROFESSIONAL CREW MANAGEMENT INC BRUSCO TUG & BARGE CENTRAL MAINE LOGISTICS CETACEAN MARINE SERVICES CHESAPEAKE CREWING LLC COVANTA SUSTAINABLE SOLUTIONS CRESCENT TOWING & SALVAGE CROWLEY GOVERNMENT SERVICES INC CROWLEY LINER SERVICES CROWLEY PUERTO RICO SERVICES INC CROWLEY TOWING & TRANSPORTATION E N BISSO & SON ECO-ENERGY DISTRIBUTION-PHILADELPHIA LLC ECO-TANKERS CREW MGT ECO-TANKERS CREW MGT LLC EXPRESS MARINE FAIRWATER CREW MANAGEMENT LLC FAIRWATER TANKER MANAGEMENT LLC FIRST COAST TERMINALS LLC FOSS MARITIME COMPANY G & H TOWING GFC CRANE CONSULTANTS GREAT LAKES DREDGE & DOCK GREAT LAKES TOWING HAINA PATRIOT LLC HORIZON LINES LLC INLAND LAKES MANAGEMENT INTREPID PERSONNEL & PROVISIONING KEY LAKES II INC KEY LAKES INC KEY LAKES IV INC KEY MARINE LLC KEYSTONE INLAND SHIPPING KEYSTONE OCEAN SERVICES KEYSTONE SHIPPING SERVICES K-SHIP 3 LLC LIBERTY MARITIME CORP LIC NORTHERN BLVD OWNER LLC MAERSK LINE LTD MARINE PERSONNEL & PROVISIONING MATSON NAVIG OF ALASKA MATSON NAVIGATION CO NCL AMERICA INC NCL AMERICA INC NCL AMERICA INC NEW YORK NEW JERSEY RAIL LLC NORTH STAR SHIPPING CO OCEAN DUCHESS INC OCEAN SHIPHOLDINGS INC OFFSHORE AVIATION LLC OSG SHIP MANAGEMENT OVERSEAS SHIP MANAGEMENT INC PACIFIC GULF MARINE PASHA PATRIOT CONTRACT SERVICES LLC PATRIOT OFFSHORE MARINE SERVICES LLC PATRIOT SHIPPING LLC (SEABULK) PENN MARITIME PHOENIX CREW MGT LLC PORT CITY MARINE SERVICES REWORLD PROJECTS LLC SEABULK CREW MANAGEMENT SEABULK TANKER INC SEABULK TOWING SERVICES INC SEALIFT INC (3066) SEALIFT INC (3148) SUBCOM (TYCO) SUNRISE OPERATIONS TOTE SERVICES LLC US MARINE MANAGEMENT LLC USS TRANSPORT LLC WATCO TRANSLOADING LLC WATERMAN STEAMSHIP WATERMAN TRANSPORT INC (CGL) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0