541-969 (LM2) 09/30/2022

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: 01-31-2025

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
541-969

2. PERIOD COVERED
From	10/01/2021
Through	09/30/2022

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 JOURNEYMEN AND ALLIED TRADES IND
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 726
7. UNIT NAME (if any) SERVICE PROFESSIONALS UNION

8. MAILING ADDRESS (Type or print in capital letters)
First Name Michael	Last Name Piecora
P.O Box - Building and Room Number
Number and Street 93 LAKE AVENUE
City DANBURY
State CT	ZIP Code + 4 068106384

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:

Michael Piecora

PRESIDENT

71. SIGNED:

Jonathan Ames

TREASURER

Date:

Dec 29, 2022

Telephone Number:

718-658-4848

Date:

Dec 29, 2022

Telephone Number:

718-658-4848

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 541-969

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?	No
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?	$500,000
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?	01/2024

20. How many members did the labor organization have at the end of the reporting period?

2,253

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	$16-102	per	month	$16	$102
(b) Working Dues/Fees	1%	per	wages	1%	1%
(c) Initiation Fees	$50-500	per	member	$50	$500
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	N/A	per	N/A	N/A	N/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 541-969

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$4,988,293	$5,508,347
23. Accounts Receivable	1	$58,772	$58,869
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$0	$0
27. Fixed Assets	6	$0	$0
28. Other Assets	7	$25,472	$24,183
29. TOTAL ASSETS		$5,072,537	$5,591,399

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$30,352	$45,588
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$237,119	$244,610
34. TOTAL LIABILITIES		$267,471	$290,198

35. NET ASSETS

$4,805,066

$5,301,201

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 541-969

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$1,615,691
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$65,457
39. Sale of Supplies		$0
40. Interest		$35,193
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		$87,826
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$253,019
49. TOTAL RECEIPTS		$2,057,186

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,160,460
51. Political Activities and Lobbying		16	$0
52. Contributions, Gifts, and Grants		17	$0
53. General Overhead		18	$36,115
54. Union Administration		19	$6,435
55. Benefits		20	$116,339
56. Per Capita Tax			$86,122
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$0
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$87,761
64. On Behalf of Individual Members			$0
65. Direct Taxes			$44,158

66. Subtotal			$1,537,390
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$209,209
67b. Less Total Disbursed	$208,951
67c. Total Withheld But Not Disbursed			$258
68. TOTAL DISBURSEMENTS			$1,537,132

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 541-969

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	$58,869	$0	$0	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$58,869	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 541-969

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

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: 541-969

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: 541-969

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$0	$0	$0

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 541-969

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))

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 541-969

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)	$0		$0	$0

B. Buildings (give location)

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

E. Other Fixed Assets

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 541-969

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$24,183
Due from Affiliates	$17,586
Prepaid Expenses	$6,597

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 541-969

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	$45,588	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$45,588	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 541-969

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: 541-969

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$244,610
Due to Affiliates	$25,426
Unallocated Program Service Revenue	$195,089
Prepaid Dues	$23,465
Payroll Withholding	$630

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 541-969

(A)
Name

(B)
Title

(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

Piecora , Michael
President/BA/Organizer
C

$55,000

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

Ames , Jonathan S
Secretary Treasurer
C

$1,200

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

Elliott Sr , Steven R
Vice President
C

$60,500

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

DeVito , Peter J
Trustee
C

$1,200

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

Ramos , Luis
Vice President
C

$1,200

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

Cange , Henry
Trsutee/Sr BA-Organizer
C

$232,269

$11,064

$5,524

$248,857

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

Blank , Warren
Executive Board Member
P

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

Alvarez , Juan
Executive Board Member
C

$1,900

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

O'Brien , Lisa
Executive Board Member
N

$1,900

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

Total Officer Disbursements	$350,169	$5,000	$11,064	$5,524	$371,757
Less Deductions					$117,804
Net Disbursements					$253,953

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 541-969

(A)
Name

(B)
Title

(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

Barry , Kevin
Field Representative
N/A

$60,500

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

LoIacono , Louis
Field Representative
N/A

$149,499

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

Scagnelli , James
Field Representative
N/A

$60,500

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$1,200

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

Total Employee Disbursements	$271,699	$0	$0	$0	$271,699
Less Deductions					$91,405
Net Disbursements					$180,294

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 541-969

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	2,253
Agency Fee Payers*	0
Total Members/Fee Payers	2,253
*Agency Fee Payers are not considered members of the labor organization.
Members	1,884	Yes
Associate Members	369	No

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 541-969

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$247,675
2. Named Payer Non-itemized Receipts	$36
3. All Other Receipts	$5,308
4. Total Receipts	$253,019

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	$0
6. Total Disbursements	$0

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$347,556
2. Named Payee Non-itemized Disbursements	$159,310
3. To Officers	$368,039
4. To Employees	$268,982
5. All Other Disbursements	$16,573
6. Total Disbursements	$1,160,460

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$9,092
2. Named Payee Non-itemized Disbursements	$12,623
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$14,400
6. Total Disbursements	$36,115

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
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	$0
6. Total Disbursements	$0

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$3,718
4. To Employees	$2,717
5. All Other Disbursements	$0
6. Total Disbursements	$6,435

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 541-969

Name and Address
(A)

United Welfare Fund - Security Division
Suite 100
145 Huguenot St
New Rochelle
NY
10801

Type or Classification
(B)

Employee Benefit Plan

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$70,765
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$70,765
Expense Reimbursement	10/18/2021	$6,014
Expense Reimbursement	11/15/2021	$5,348
Expense Reimbursement	12/22/2021	$5,414
Expense Reimbursement	01/31/2022	$8,513
Expense Reimbursement	02/23/2022	$5,052
Expense Reimbursement	03/09/2022	$5,220
Expense Reimbursement	04/21/2022	$6,257
Expense Reimbursement	05/19/2022	$5,260
Expense Reimbursement	06/16/2022	$5,809
Expense Reimbursement	07/18/2022	$6,405
Expense Reimbursement	08/25/2022	$5,205
Expense Reimbursement	09/28/2022	$6,268

Name and Address
(A)

United Welfare Fund - Welfare Division
Suite 100
145 Huguenot St
New Rochelle
NY
10801

Type or Classification
(B)

Employee Benefit Plan

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$176,910
Total Non-Itemized Transactions with this Payee/Payer		$36
Total of All Transactions with this Payee/Payer for This Schedule		$176,946
Expense Reimbursement	10/18/2021	$15,034
Expense Reimbursement	11/15/2021	$13,370
Expense Reimbursement	12/22/2021	$13,535
Expense Reimbursement	01/31/2022	$21,282
Expense Reimbursement	02/23/2022	$12,629
Expense Reimbursement	03/09/2022	$13,049
Expense Reimbursement	04/21/2022	$15,642
Expense Reimbursement	05/19/2022	$13,149
Expense Reimbursement	06/16/2022	$14,523
Expense Reimbursement	07/18/2022	$16,013
Expense Reimbursement	08/25/2022	$13,014
Expense Reimbursement	09/28/2022	$15,670

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 541-969

Name and Address
(A)

CSS Service Corp.

1258 E 31th St
Brooklyn
NY
11210

Type or Classification
(B)

Representational/Organizing Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$35,392
Total of All Transactions with this Payee/Payer for This Schedule		$35,392

Name and Address
(A)

IUJAT
Suite 103
93 Lake Ave
Danbury
CT
06810

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,238
Total Non-Itemized Transactions with this Payee/Payer		$39,575
Total of All Transactions with this Payee/Payer for This Schedule		$44,813
Expense Reimbursement	01/19/2022	$5,238

Name and Address
(A)

Marc Jacobson & Assoc.

425 Huehl Rd
Northbrook
IL
60062

Type or Classification
(B)

Representational/Organizing Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$122,463
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$122,463
Service Agreement	10/13/2021	$9,859
Service Agreement	11/10/2021	$9,560
Service Agreement	12/07/2021	$9,219
Service Agreement	01/12/2022	$9,256
Service Agreement	02/08/2022	$10,701
Service Agreement	03/14/2022	$10,433
Service Agreement	05/04/2022	$12,508
Service Agreement	05/09/2022	$8,581
Service Agreement	06/13/2022	$9,147
Service Agreement	07/07/2022	$11,022
Service Agreement	08/04/2022	$11,478
Service Agreement	09/01/2022	$10,699

Name and Address
(A)

New York State Insurance Fund
5238

New York
NY
10008

Type or Classification
(B)

Insurance Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,474
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,474
Workmen's Comp. Insurance Premium	05/05/2022	$6,474

Name and Address
(A)

Rothman Rocco LaRuffa LLP

3 West Main Street
Elmsford
NY
10523

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$42,287
Total of All Transactions with this Payee/Payer for This Schedule		$42,287

Name and Address
(A)

Seneca
29th Floor
199 Water St
New York
NY
10038

Type or Classification
(B)

Insurance Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,444
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,444
Insurance Premium	06/13/2022	$6,444

Name and Address
(A)

Technical Resources

488 Capistrano Dr
West Palm Beach
FL
33410

Type or Classification
(B)

Representational/Organizing Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,296
Total of All Transactions with this Payee/Payer for This Schedule		$12,296

Name and Address
(A)

United Welfare Fund - Welfare Division
Suite 100
145 Huguenot St
New Rochelle
NY
10801

Type or Classification
(B)

Employee Benefit Plan

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,985
Total Non-Itemized Transactions with this Payee/Payer		$29,385
Total of All Transactions with this Payee/Payer for This Schedule		$58,370
Expense Reimbursement	10/14/2021	$5,789
Expense Reimbursement	12/09/2021	$6,564
Expense Reimbursement	01/24/2022	$5,642
Expense Reimbursement	06/08/2022	$5,414
Expense Reimbursement	09/16/2022	$5,576

Name and Address
(A)

USWU
Suite 420
145 Huguenot St
New Rochelle
NY
10801

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$177,952
Total Non-Itemized Transactions with this Payee/Payer		$375
Total of All Transactions with this Payee/Payer for This Schedule		$178,327
Expense Reimbursement	10/05/2021	$16,822
Expense Reimbursement	11/10/2021	$12,847
Expense Reimbursement	12/16/2021	$17,733
Expense Reimbursement	01/24/2022	$18,498
Expense Reimbursement	02/17/2022	$14,934
Expense Reimbursement	03/17/2022	$13,435
Expense Reimbursement	04/12/2022	$15,858
Expense Reimbursement	05/09/2022	$14,439
Expense Reimbursement	06/08/2022	$13,984
Expense Reimbursement	07/19/2022	$14,239
Expense Reimbursement	08/08/2022	$11,405
Expense Reimbursement	09/21/2022	$13,758

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 541-969

Name and Address
(A)

-1

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 541-969

Name and Address
(A)

-1

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 541-969

Name and Address
(A)

Novak Francella LLC

One Presidental Blvd
Bala Cynwid
PA
19004

Type or Classification
(B)

Accounting Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,000
Total of All Transactions with this Payee/Payer for This Schedule		$12,000

Name and Address
(A)

USWU
Suite 420
145 Huguenot St
New Rochelle
NY
10801

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,092
Total Non-Itemized Transactions with this Payee/Payer		$623
Total of All Transactions with this Payee/Payer for This Schedule		$9,715
Expense Reimbursement	06/28/2022	$9,092

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 541-969

Name and Address
(A)

-1

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 541-969

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$116,339
Security Benefits	Trust	$67,780
Welfare Benefits	Trust	$24,273
Pension Benefits	Trust	$21,916
Life Insurance	Insurance Company	$2,370

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 541-969

Question 12: Novak Francella LLC, an independent accounting firm audits the Service Professionals Union, Local 726, IUJAT.

Schedule 13, Row1:

Schedule 13, Row1:::::Members pay full dues and have full voting rights.

Schedule 13, Row1:

Schedule 13, Row1:::::

Schedule 13, Row2:

Schedule 13, Row2:::::Associate members pay full dues and have no rights pursuant to the Constitution.

Schedule 13, Row2:

Schedule 13, Row2:::::

General Information:

Question 4: Affiliation or Organization Name: Service Professionals Union, Local 726 is affiliated with International Union of Journeymen and Allied Trades which is how the box should read. Local 726 has provided the Department of Labor with this information to enable them to update their system.

Question 21(b) Working assessments/fees: The Union has working assessments of 1% of wages.



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)