2024-08-09T14:03:31-05:00 2024-04-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2023-05-01 770590806 MRM PROPERTY & LIABILITY TRUST MRMP 7249349797 1603 CARMODY CT BLAYMORE II 403 SEWICKLEY PA 15143 JAMES BOYLE TREASURER, BOARD OF TRUSTEES 7249349797 2024-08-09 1 0 AMY C LEWIS P01360302 4124715500 2023 2024-08-08 14:25:15Z CHRISTINE CALIGUIRI 1603 CARMODY CT BLAYMORE II 403 SEWICKLEY PA 15143 26421720 0 X WWW.MRMTRUST.COM X 2002 PA THE ORGANIZATION PROVIDES AND ADMINISTERS A PROPERTY AND CASUALTY INSURANCE PROGRAM PURSUANT TO PENNSYLVANIA STATUTORY AUTHORITY FOR THE BENEFIT OF ITS PARTICIPANTS, GOVERNMENT ENTITIES, AT THE LOWEST POSSIBLE COST AND STRIVES TO REDUCE THE FREQUENCY AND AMOUNT OF LOSSES, MINIMIZE THE COSTS INCURRED BY PARTICIPANTS IN THE HANDLING AND LITIGATION OF CLAIMS, AND TO PROTECT PARTICIPANTS FROM THE VOLATILITY OF THE COMMERICAL INSURANCE MARKET. 8 8 0 0 0 0 0 0 13641799 14518328 716058 1230587 0 0 14357857 15748915 0 0 3024008 3454585 0 0 0 0 0 12836518 13841032 15860526 17295617 -1502669 -1546702 37925717 37346753 15940823 14713102 21984894 22633651 X THE MISSION OF THE ORGANIZATION IS TO PROVIDE AND ADMINISTER A PROPERTY AND CASUALTY INSURANCE PROGRAM FOR PENNSYLVANIA GOVERNMENT ENTITIES THAT PROVIDES ADEQUATE AND AFFORDABLE RISK COVERAGE FOR EACH PARTICIPANT BY TAKING INTO ACCOUNT A NUMBER OF CRITERIA WHICH AFFORDS THE PARTICIPANT AN ECONOMICALLY ADVANTAGEOUS SOLUTION BY THE POOLING OR SHARING OF CERTAIN LIABILITY RISKS. 0 0 13687308 14518328 ORGANIZATION PROVIDES AND ADMINISTERS A PROPERTY AND CASUALTY INSURANCE PROGRAM PURSUANT TO PENNSYLVANIA STATUTORY AUTHORITY TO PROVIDE ADEQUATE AND AFFORDABLE RISK COVERAGE FOR ITS PARTICIPANTS, ALL OF WHOM ARE GOVERNMENT ENTITIES AT THE LOWEST POSSIBLE COST. 3454585 ORGANIZATION STRIVES TO MINIMIZE COSTS INCURRED BY PARTICIPANTS FOR OBTAINING ADEQUATE AND AFFORDABLE PROPERTY AND LIABILITY INSURANCE. THE ORGANIZATION RETURNS A PORTION OF POLICY PREMIUMS TO ITS MEMBERS IN THE FORM OF POLICY DIVIDENDS BASED UPON CLAIMS EXPERIENCE THEREBY REDUCING THE COST OF COVERAGE TO PARTICIPANTS. 61260 ORGANIZATION STRIVES TO REDUCE THE AMOUNT AND FREQUENCY OF LOSSES INCURRED BY EACH PARTICIPANT BY UTILIZING LOSS CONTROL PROCEDURES. 17203153 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHRISTINE A CALIGUIRI 7249349797 1603 CARMODY CT BLAYMORE II SUITE SEWICKLEY PA 15143 M KIMBERLY STEELE TRUSTEE 1.00 X 0 0 0 MARK DEVLIN TRUSTEE 1.00 X 0 0 0 HERBERT HARTLE TRUSTEE 1.00 X 0 0 0 KEN HILLMAN TRUSTEE 1.00 X 0 0 0 AL ATKINSON TRUSTEE 1.00 X 0 0 0 HOWARD THEIS VICE CHAIRMAN 1.00 X X 0 0 0 JIM BOYLE TREASURER 1.00 X X 0 0 0 WILLIAM POSTON CHAIRMAN 1.00 X X 0 0 0 CHRISTINE CALIGUIRI CFO/TRUST ADMINISTRATOR 1.00 40.00 X 0 156190 8043 MEGHAN GRAHAM DIRECTOR OF PROGRAMS 1.00 40.00 X 0 117152 0 0 273342 8043 0 0 1 0 0 PREMIUMS BILLED 524298 14518328 14518328 14518328 850373 850373 11053019 10672805 380214 380214 380214 15748915 14518328 0 1230587 3454585 3454585 18936 18936 58160 58160 81849 81849 1665644 1665644 8880 8880 3362338 3362338 CLAIMS PAID 6550228 6550228 SUB-BROKER COMMISSIONS 584528 584528 INCURRED BUT NOT REPORT 548296 548296 CASE RESERVES 342325 342325 619848 613360 6488 17295617 17203153 92464 0 895135 576087 1815596 831396 162346 132641 2068 2068 0 0 35050215 35804204 2425 2425 37925717 37346753 2878214 3754527 65381 135566 12997228 10823009 15940823 14713102 X 21984894 22633651 21984894 22633651 37925717 37346753 -1546702 2195459 0 X 0 1 X 1 0 X 12648936 11899335 13247559 13641799 14518328 65955957 12648936 11899335 13247559 13641799 14518328 65955957 0 0 0 65955957 690852 693292 599276 698357 850373 3532150 690852 693292 599276 698357 850373 3532150 13339788 12592627 13846835 14340156 15368701 69488107 0.94920 0.94790 0.05080 0.05210 X 2068 2068 0 0 DIVIDENDS PAYABLE 68788 CASE RESERVES 5416669 INCURRED BUT NOT REPORTED LOSSES 5337552 10823009 17944374 2195459 2195459 15748915 0 15748915 17295617 0 17295617 0 17295617 X 0 0 0 0 0 0 0 0 0 CHRISTINE CALIGUIRI CFO/TRUST ADMINISTRATOR 0 156190 0 0 0 0 0 6000 0 2043 0 164233 0 0 PART I, LINE 3 BOARD OF TRUSTEES AUTHORIZES COMPENSATION ANNUALLY AT BUDGET ADOPTION MEETING. FORM 990, PART VI, SECTION A, LINE 6 ALL PARTICIPANTS IN THE TRUST ARE POLITICAL SUBDIVISIONS WITHIN THE COMMONWEALTH OF PENNSYLVANIA. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES CONSISTS OF EIGHT PERSONS, NOMINATED BY THE EXECUTIVE COMMITTEE OF THE TRUST AND APPROVED BY THE BOARD OF TRUSTEES AT LEAST THIRTY DAYS PRIOR TO THE ANNUAL MEETING, ELECTED BY A MAJORITY VOTE OF THE MEMBERS PRESENT AND VOTING AT THE ANNUAL MEETING TO SERVE THREE YEAR TERMS COMMENCING ON THE FIRST DAY OF THE MONTH FOLLOWING THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B SPECIAL MEETINGS MAY BE CALLED AT ANY TIME BY MEMBERS ENTITLED TO CAST AT LEAST TWENTY PERCENT OF THE VOTES WHICH ALL MEMBERS OF THE TRUST ARE ENTITLED TO CAST AT THE PARTICULAR MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES CHAIRMAN REVIEWS A COMPLETED COPY OF THE FORM 990 PRIOR TO SIGNING THE RETURN. IF THE CHAIRMAN HAS ANY QUESTIONS THEY ARE COMMUNICATED TO THE TRUST ADMINISTRATOR AND AUDITORS BY E-MAIL PRIOR TO SIGNING THE RETURN. ONCE ALL QUESTIONS HAVE BEEN RESOLVED TO HIS SATISFACTION, HE RETURNS THE SIGNED COPY TO THE TRUST ADMINISTRATOR FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS CONDUCTED BY BOARD OF TRUSTEES AND/OR A DESIGNATED OUTSIDE ADVISOR FOR ANY CONFLICTS OF INTEREST BETWEEN THE ORGANIZATION AND BOARD MEMBERS AND EMPLOYEES. ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES MUST PROVIDE A STATEMENT ANNUALLY THAT THEY HAVE NO INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF TRUSTEES AUTHORIZES COMPENSATION ANNUALLY AT BUDGET ADOPTION MEETING. ALL COMPENSATION IS BASED UPON A SET COMPENSATION LEVEL COMPARABLE TO OTHER SIMILAR ORGANIZATIONS ADJUSTED ANNUALLY FOR A COST OF LIVING ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S FORM 990 AND FORM 1023 ARE AVAILABLE UPON WRITTEN REQUEST TO THE FOLLOWING ADDRESS: TRUST ADMINISTRATOR MRM PROPERTY & LIABILITY TRUST 1603 CARMODY COURT, SUITE 403 SEWICKLEY, PA 15143 MUNICIPAL RISK MANAGEMENT INC 1603 CARMODY CT BLAYMORE II SUITE 4 SEWICKLEY PA 151438676 TO PROVIDE LOSS CONTROL PROGRAMS, RISK MANAGEMENT, FISCAL MANAGEMENT PA 501(C)(3) LINE 10 N/A 0 MRM WORKERS' COMPENSATION POOLED TRUST 1603 CARMODY CT BLAYMORE II SUITE 4 SEWICKLEY PA 151438676 SELF-INSURED WORKERS COMPENSATION TRUST WITH EXEMPT INCOME PA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MUNICIPAL RISK MANAGEMENT INC N 264300 CONTRACTED ADMIN FEES PER BUDGET MUNICIPAL RISK MANAGEMENT INC O 264300 CONTRACTED ADMIN FEES PER BUDGET