American Maritime Officers Medical Plan

“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.”

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

“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.”

“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 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.”

“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).”

“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.”