American Maritime Officers Joint Employment

“Between meetings of the trustees, the chairman and secretary shall have authority to make such decisions concerning the operation and administration of the committee 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.”

“Union trustees john clemons, paul doell (through january 2024), jeff richards, daniel robichaux, christian spain, robert rice jr, alaina basciano (effective july 2024), and christopher holes (effective july 2024), and william barrere serve as officers of american maritime officers; todd christensen (through july 2024) serves as east coast representative ofamerican maritime officers.”

“The Plan shall be operated and administered by twelve (12) Trustees, six (6) of whom shall be designated by the Union and six (6) of whom shall be designated by the Employers having contracts with the Union. The Union shall have the right to appoint two (2) 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.”

“The trust has no other committees that can act on behalf of the governing body.”

“The board of trustees has delegated the responsibility to review the form 990 prior to filing to the director of finance.”

“The AMO Joint Employment Committee (JEC) is not subject to ERISA, however, due to its relationship with other AMO Plans that are subject to the laws of ERISA, the JEC maintained and administered the conflict of interest policy as set forth in ERISA Sections 404 and 406. The Board of Trustees monitors and enforces the Plan's compliance with ERISA, with the assistance of the Plan's professionals.”

“The fund makes its governing documents, policies, and financial statements available upon request to appropriate parties.”

“The american maritime officers (amo) joint employment committee 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 joint employment committee does not report any employees on form 941, as all such plan personnel are reported on amo master operating trust form 941's.”