U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
08-31-2016
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR
MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN
TRUSTEESHIP
This report is
mandatory under P.L. 86-257, as amended. Failure to comply
may result in criminal prosecution, fines, or civil penalties as
provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS
REPORT.
For Official Use Only
1. FILE NUMBER
045-638
2.
PERIOD COVERED
From
01/01/2015
Through
12/31/2015
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
AUTO WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
977
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
SHEILA
Last Name
TREXLER
P.O Box - Building and Room Number
Number and Street
520 N BRADNER AVE
City
MARION
State
IN
ZIP Code + 4
469522450
9. Are your organization's records kept at its
mailing address?
Yes
Each of the undersigned, duly authorized
officers of the above labor organization, declares,
under penalty of perjury and other applicable penalties
of law, that all of the information submitted in this
report (including information contained in any
accompanying documents) has been examined by the
signatory and is, to the best of the undersigned
individual's knowledge and belief, true, correct
and complete (See Section V on penalties in the
instructions.)
70. SIGNED:
Donald E Jones
PRESIDENT
71. SIGNED:
SHEILA S TREXLER
TREASURER
Date:
Mar 29, 2016
Telephone
Number:
317-910-2962
Date:
Mar 29, 2016
Telephone
Number:
765-662-6681
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
045-638
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
No
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$138,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
No
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
No
19. What is the date of the labor
organization's next regular election of officers?
05/2017
20. How many members did the labor organization
have at the end of the reporting period?
1,139
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
2.5 HOURS
per
STRAIGHT
TIME PER YEAR
MONTH
(b) Working Dues/Fees
per
(c) Initiation Fees
$20 & $10
per
VARIOUS
MEMBER
(d) Transfer Fees
per
(e) Work Permits
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
045-638
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$423,700
$526,550
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
27. Fixed Assets
6
$859,495
$836,258
28. Other Assets
7
$698
29.
TOTAL ASSETS
$1,283,195
$1,363,506
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
31. Loans Payable
9
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$1,027
$0
34. TOTAL
LIABILITIES
$1,027
$0
35. NET
ASSETS
$1,282,168
$1,363,506
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
045-638
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$1,285,903
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$5,350
41. Dividends
$0
42. Rents
$500
43. Sale of Investments
and Fixed Assets
3
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$14,628
48. Other Receipts
14
$69,763
49. TOTAL RECEIPTS
$1,376,144
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$173,457
51.
Political Activities and Lobbying
16
$20,535
52.
Contributions, Gifts, and Grants
17
$12,031
53. General
Overhead
18
$90,602
54. Union
Administration
19
$180,589
55. Benefits
20
$31,553
56. Per
Capita Tax
$719,143
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$6,630
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$14,628
65. Direct
Taxes
$24,126
66. Subtotal
$1,273,294
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$74,412
67b. Less Total
Disbursed
$74,412
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$1,273,294
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
045-638
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
045-638
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
045-638
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$0
$0
$0
$0
Less Reinvestments
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
045-638
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$6,630
$6,630
$6,630
NEW CEILING & LIGHT FIXTURES
$4,570
$4,570
$4,570
NEW CARPET
$2,060
$2,060
$2,060
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$6,630
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
045-638
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Other Investments
D. Total Cost
E. Total Book Value
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
045-638
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
520 Bradner Ave., Marion, IN 46952
$14,340
$14,340
$15,000
B.
Buildings (give location)
Building
1
:
520 Bradner Ave., Marion, IN 46952
$668,522
$668,522
$575,000
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$153,396
$153,396
$145,000
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$836,258
$0
$836,258
$735,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
045-638
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$698
PAYROLL TAX OVER PAYMENT
$698
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
045-638
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
045-638
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
045-638
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
045-638
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
JOHNSON
,
AMBER
TRUSTEE C
$8,521
$1,742
$10,263
I
Schedule 15
Representational Activities
15
%
Schedule 16
Political Activities and Lobbying
6
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
79
%
A
B
C
BREWER
,
AARON
GUIDE N
$539
$539
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
JONES
,
DONNY
PRESIDENT C
$4,118
$2,776
$6,894
I
Schedule 15
Representational Activities
79
%
Schedule 16
Political Activities and Lobbying
11
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
10
%
A
B
C
CHRISTOPHER
,
RANDY
SHOP CHAIRMAN C
$3,170
$2,163
$5,333
I
Schedule 15
Representational Activities
89
%
Schedule 16
Political Activities and Lobbying
2
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
9
%
A
B
C
DAVIS
,
ROBIN
RECORDING SECRETARY C
$11,808
$1,381
$13,189
I
Schedule 15
Representational Activities
14
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
86
%
A
B
C
RENNER
,
RANDALL
TRUSTEE C
$8,559
$1,210
$9,769
I
Schedule 15
Representational Activities
11
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
88
%
A
B
C
LEE JR
,
WILLIAM
SGT AT ARMS C
$7,185
$7,185
I
Schedule 15
Representational Activities
11
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
89
%
A
B
C
TREXLER
,
SHEILA
FINANCIAL SECRETARY C
$42,038
$3,926
$45,964
I
Schedule 15
Representational Activities
11
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
Schedule 19
Administration
85
%
A
B
C
CARROLL
,
ROBERT
VICE PRESIDENT C
$7,649
$1,793
$9,442
I
Schedule 15
Representational Activities
25
%
Schedule 16
Political Activities and Lobbying
6
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
69
%
A
B
C
SANCHEZ JR
,
ROBERTO
TRUSTEE C
$10,099
$2,744
$12,843
I
Schedule 15
Representational Activities
20
%
Schedule 16
Political Activities and Lobbying
11
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
69
%
A
B
C
MILLER
,
MATTHEW
GUIDE P
$5,636
$32
$5,668
I
Schedule 15
Representational Activities
12
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
78
%
A
B
C
PENA
,
AIMEE
SHOP CHAIRMAN N
$5,107
$148
$5,255
I
Schedule 15
Representational Activities
26
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
74
%
A
B
C
BOLLER
,
SHAWN
SHOP CHAIRMAN P
$486
$486
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
50
%
Total Officer
Disbursements
$114,915
$0
$17,915
$0
$132,830
Less Deductions
Net
Disbursements
$132,830
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
045-638
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
BERGLAN
,
TERESA
SECRETARY NONE
$82,845
$252
$83,097
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100
%
Schedule 19
Administration
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$90,487
$34,514
$125,001
I
Schedule 15
Representational Activities
61
%
Schedule 16
Political Activities and Lobbying
6
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
27
%
Total
Employee Disbursements
$173,332
$0
$34,766
$0
$208,098
Less
Deductions
$45,596
Net Disbursements
$162,502
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
045-638
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
1,139
Agency Fee Payers*
Total Members/Fee Payers
1,139
*Agency Fee Payers are
not considered members of the labor organization.
REGUALR MEMBERS
1,122
Yes
PART-TIME CARAVAN UNIT MEMBERS
17
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
045-638
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$19,699
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$50,064
4. Total
Receipts
$69,763
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$460
4. To Employees
$1,250
5. All Other
Disbursements
$10,321
6. Total
Disbursements
$12,031
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$27,923
2. Named Payee
Non-itemized Disbursements
$8,795
3. To Officers
$27,717
4. To Employees
$76,251
5. All Other
Disbursements
$32,771
6. Total
Disbursements
$173,457
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$89,347
5. All Other
Disbursements
$1,255
6. Total
Disbursements
$90,602
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$5,505
4. To Employees
$7,500
5. All Other
Disbursements
$7,530
6. Total
Disbursements
$20,535
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$19,350
3. To Officers
$99,150
4. To Employees
$33,750
5. All Other
Disbursements
$28,339
6. Total
Disbursements
$180,589
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
045-638
Name and Address
(A)
INTERNATIONAL UNION-UAW REBATE
8000 E JEFFERSON ST DETROIT MI 48214
Type or Classification
(B)
LABOR ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$19,699
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$19,699
PERCENT REBATE FOR 13TH REBATE CHECK PER ART. 16,
05/04/2015
$19,699
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
045-638
Name and Address
(A)
PEACE & PLENTY DRIVE-IN
511 S MAIN ST JONESBORO IN 46938
Type or Classification
(B)
CATERING SERVICE
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,900
Total of All Transactions with this
Payee/Payer for This Schedule
$6,900
Name and Address
(A)
THE FREE ENTERPRISE SYSTEM INC
ONE SODREL DRIVE JEFFERSONVILLE IN 47130
Type or Classification
(B)
CHARTER BUS SERVICE
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,216
Total
Non-Itemized Transactions with this Payee/Payer
$500
Total of All Transactions with this
Payee/Payer for This Schedule
$5,716
BRANSON RETIREE TRIP
09/15/2015
$5,216
Name and Address
(A)
US TOURS
2819 MURDOCH AVE PARKERSBURG WV 26101
Type or Classification
(B)
TRAVEL AGENCY
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,707
Total
Non-Itemized Transactions with this Payee/Payer
$1,395
Total of All Transactions with this
Payee/Payer for This Schedule
$24,102
BRANSON RETIREE TRIP
09/15/2015
$22,707
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
045-638
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
045-638
There was no data
found for this schedule.
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
045-638
There was no data
found for this schedule.
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
045-638
Name and Address
(A)
REA LOGAN & CO., LLC 1059
MARION IN 46952
Type or Classification
(B)
PROFESSIONAL FEES
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,925
Total of All Transactions with this
Payee/Payer for This Schedule
$12,925
Name and Address
(A)
UNION INSURANCE GROUP
303 WEST ERIE ST SUITE 310 CHICAGO IL 60654
Type or Classification
(B)
INSURANCE
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,425
Total of All Transactions with this
Payee/Payer for This Schedule
$6,425
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
045-638
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$31,553
PENSION AND INSURANCE
VARIOUS PROVIDERS
$19,489
SCHOLARSHIPS, BIBLES, PLAQUES, FLAGS AND FLOWERS
VARIOUS
$5,996
COMPANY PICNICS AND BANQUENTS
VARIOUS PROVIDERS
$6,068
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
045-638
Question 10: Operations of the Building Corporation are handled through the books and records of the Local Union and are therefore included in this report.
Question 12: CPA, Rea Logan & Co., LLC
Statement A,
Accounts Receivable Begin Total: NO CHANGE
Schedule 13, Row1:Anyone who has applied and been accepted for membership is a regular member. Regular members pay full dues.
Schedule 13, Row2:Members of this unit are Part-time and their dues are based on 1.44% X total wages for the month.December 6, 2011, the International Executive Board voted to approve the transfer of Local 2371, U.A.W. into Local 977, U.A.W. Trans Industries Unit. Trans Industries Unit closed 11/2015.