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:
07-31-2019
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
037-853
2.
PERIOD COVERED
From
01/01/2016
Through
12/31/2016
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
710
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
DWIGHT
Last Name
BURGESS
P.O Box - Building and Room Number
Number and Street
3843 N OAK TRAFFIC WAY
City
KANSAS CITY
State
MO
ZIP Code + 4
64116
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:
Rick L Klingenberg
PRESIDENT
71. SIGNED:
Dwight Burgess
FINANCIAL SECRETARY
Date:
Mar 28, 2017
Telephone
Number:
816-453-7007
Date:
Mar 28, 2017
Telephone
Number:
816-453-7007
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
037-853
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?
Yes
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?
$100,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
Yes
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?
06/2018
20. How many members did the labor organization
have at the end of the reporting period?
1,912
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 straight time pay plus $1.00
per
month
N/A
N/A
(b) Working Dues/Fees
0
per
(c) Initiation Fees
$10 - $20
per
one-time
$10
$20
(d) Transfer Fees
0
per
(e) Work Permits
0
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
037-853
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$93,981
$190,144
23. Accounts Receivable
1
$0
$0
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
$0
27. Fixed Assets
6
$228,107
$228,619
28. Other Assets
7
$1,384
$780
29.
TOTAL ASSETS
$323,472
$419,543
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$57,895
$99,089
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$1,170
$1,602
34. TOTAL
LIABILITIES
$59,065
$100,691
35. NET
ASSETS
$264,407
$318,852
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
037-853
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$1,051,243
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$3,420
39. Sale of Supplies
$293
40. Interest
$26
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$53,752
49. TOTAL RECEIPTS
$1,108,734
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$156,734
51.
Political Activities and Lobbying
16
$17,176
52.
Contributions, Gifts, and Grants
17
$708
53. General
Overhead
18
$6,963
54. Union
Administration
19
$168,562
55. Benefits
20
$39,296
56. Per
Capita Tax
$595,623
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$512
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$27,724
66. Subtotal
$1,013,298
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$76,807
67b. Less Total
Disbursed
$76,080
67c.
Total Withheld But Not Disbursed
$727
68.
TOTAL DISBURSEMENTS
$1,012,571
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
037-853
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:
037-853
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:
037-853
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
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
037-853
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$512
$512
$512
Micocenter PC/Printer
$512
$512
$512
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$512
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
037-853
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:
037-853
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
3843 N. Oak Trafficway, Kansas City, MO 64116
$25,205
$25,205
$25,205
B.
Buildings (give location)
Building
1
:
3843 N. Oak Trafficway, Kansas City, MO 64116
$153,677
$0
$153,677
$556,880
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$49,312
$0
$49,312
$49,312
E.
Other Fixed Assets
$425
$0
$425
$425
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$228,619
$0
$228,619
$631,822
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
037-853
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$780
Hats
$419
T-Shirts
$243
Flag
$118
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
037-853
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
$99,089
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$99,089
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
037-853
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:
037-853
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$1,602
December 2016 Missouri Withholding Tax
$893
4th Qtr. 2016 Fed. Unemployent Tax (940)
$94
4th Qtr. 2016 Kansas City Earnings Tax
$534
4th Qtr. 2016 Missouri Unemployment Tax
$81
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
037-853
(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
Burgess
,
Dwight
Financial Secretary C
$1,033
$0
$1,729
$0
$2,762
I
Schedule 15
Representational Activities
12
%
Schedule 16
Political Activities and Lobbying
38
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
26
%
Schedule 19
Administration
24
%
A
B
C
Falzone
,
Richard
A Guide C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Fehr
,
Keith
Sgt. at Arms C
$216
$0
$248
$0
$464
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Hastings
,
Eric
E Executive Board Mbr. C
$1,403
$0
$1,642
$0
$3,045
I
Schedule 15
Representational Activities
9
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
91
%
A
B
C
Hollister
,
Wendel
Recording Secretary C
$1,023
$0
$1,195
$0
$2,218
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
82
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
18
%
A
B
C
Hughes
,
William
E Executive Board Mbr. C
$47
$0
$0
$0
$47
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Klingenberg
,
Rick
President C
$74,116
$3,500
$8,402
$0
$86,018
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
1
%
Schedule 19
Administration
36
%
A
B
C
Klingenberg
,
Ryan
Executive Board Mbr. N
$346
$0
$232
$0
$578
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
69
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
31
%
A
B
C
Posey
,
James
C Retirees Chairperson C
$0
$0
$234
$0
$234
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Schweedler
,
Jeffrey
S Vice President C
$49,594
$2,630
$3,501
$0
$55,725
I
Schedule 15
Representational Activities
66
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
24
%
A
B
C
Tucker
,
Teddy
Trustee C
$0
$0
$713
$0
$713
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Vargas
,
Alfonso
Trustee C
$433
$0
$771
$0
$1,204
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
White
,
Dennis
Trustee C
$873
$0
$220
$0
$1,093
I
Schedule 15
Representational Activities
54
%
Schedule 16
Political Activities and Lobbying
39
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
7
%
Total Officer
Disbursements
$129,084
$6,130
$18,887
$0
$154,101
Less Deductions
$39,599
Net
Disbursements
$114,502
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
037-853
(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
Sutton
,
Karen
E Bookkeeper NA
$68,580
$0
$1,233
$0
$69,813
I
Schedule 15
Representational Activities
9
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
90
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$40,491
$0
$9,324
$0
$49,815
I
Schedule 15
Representational Activities
67
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
32
%
Total
Employee Disbursements
$109,071
$0
$10,557
$0
$119,628
Less
Deductions
$37,209
Net Disbursements
$82,419
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
037-853
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
1,912
Agency Fee Payers*
Total Members/Fee Payers
1,912
*Agency Fee Payers are
not considered members of the labor organization.
Regular Members
1,912
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
037-853
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$38,131
2. Named Payer
Non-itemized Receipts
$8,621
3. All Other Receipts
$7,000
4. Total
Receipts
$53,752
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$708
6. Total
Disbursements
$708
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$89,819
4. To Employees
$39,659
5. All Other
Disbursements
$27,256
6. Total
Disbursements
$156,734
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$1,578
4. To Employees
$0
5. All Other
Disbursements
$5,385
6. Total
Disbursements
$6,963
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$13,516
4. To Employees
$1,196
5. All Other
Disbursements
$2,464
6. Total
Disbursements
$17,176
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$19,291
3. To Officers
$49,189
4. To Employees
$78,773
5. All Other
Disbursements
$21,309
6. Total
Disbursements
$168,562
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
037-853
Name and Address
(A)
International Union UAW 8000 E. Jefferson Ave.
Detroit MI 48214
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$26,194
Total
Non-Itemized Transactions with this Payee/Payer
$7,588
Total of All Transactions with this
Payee/Payer for This Schedule
$33,782
Reimburse Temporary Organizing Exps.
02/29/2016
$5,051
13th PCT Rebate
04/19/2016
$13,864
Reimburse Temporary Organizing Exps.
11/29/2016
$7,279
Name and Address
(A)
Woodbridge K.C. Foam 555 N.W. Platte Valley Dr
Riverside MO 64150
Type or Classification
(B)
Auto Components
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,937
Total
Non-Itemized Transactions with this Payee/Payer
$1,033
Total of All Transactions with this
Payee/Payer for This Schedule
$12,970
Reimbursed Lost Time for Negotiations
11/29/2016
$11,937
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
037-853
There was no data
found for this schedule.
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
037-853
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
037-853
There was no data
found for this schedule.
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
037-853
There was no data
found for this schedule.
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
037-853
Name and Address
(A)
Kenney D. Hales CPA PC 2 Victory Drive
Liberty MO 64068
Type or Classification
(B)
Accounting
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$0
Total
Non-Itemized Transactions with this Payee/Payer
$8,700
Total of All Transactions with this
Payee/Payer for This Schedule
$8,700
Name and Address
(A)
Southwest Airlines PO Box 36647-CR
Dallas TX 75235
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$0
Total
Non-Itemized Transactions with this Payee/Payer
$5,295
Total of All Transactions with this
Payee/Payer for This Schedule
$5,295
Name and Address
(A)
UAW Region 5 Exchange Account 721 Dunn Rd.
Hazelwood MO 63042
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$0
Total
Non-Itemized Transactions with this Payee/Payer
$5,296
Total of All Transactions with this
Payee/Payer for This Schedule
$5,296
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
037-853
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$39,296
Dental/Hearing/Medical/Vision Insurance
Alliance Benefit Group
$12,696
Dental/Hearing/Medical/Vision Insurance
Blue Cross Blue Shield
$19,402
Dental/Hearing/Medical/Vision Insurance
Delta Dental Of Kansas
$2,265
Dental/Hearing/Medical/Vision Insurance
Delta Dental of Missouri
$378
Dental/Hearing/Medical/Vision Insurance
Karen Sutton
$573
Group Life Insurance
Dearborn National Life Insurance
$306
Workers Compension Insurance
Travelers
$1,842
Ret. Savings EMPLOYER (Co. Contrib.)
Nationwide Life Insurance
$1,834
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
037-853
Item 71 Title: The Financial Secretary maintains the books and records of this Local Union and is responsible for completing this form.
Question 10: : The operations of the Building Corporation are handled through the books and records of the Local Union and are therefore included in this report.
Question 11(b):
Question 11(b): : : : 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: : Kenney Hales, CPA
Question 15: : The Local Union purchased 4 UAW flags in 2016 at a cost of $471.90. 3 of the flags were donated to 3 plants whose members are represented by UAW Local 710. The Companies agreed to fly the flags outside their facility. The Local also gave away approximately 170 decals at a value of $61 which was the remainder of the decals purchased in 2014. The Local Union does not have any decals on hand at the end of 2016.
Schedule 13, Row1:
Schedule 13, Row1:Anyone who has applied and been accepted for membership is a regular member. Regular members pay full dues.