529-203 (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
529-203

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 UNITED SERVICE WORKERS UNION, IUJAT
5. DESIGNATION (Local, Lodge, etc.) NATIONAL HEADQUARTERS	6. DESIGNATION NBR
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name LORI	Last Name AMES
P.O Box - Building and Room Number SUITE 420
Number and Street 145 HUGUENOT ST
City NEW ROCHELLE
State NY	ZIP Code + 4 10801

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:

Lori Ames

PRESIDENT

71. SIGNED:

William Sweeney

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: 529-203

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?	Yes
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.)	Yes
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?	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?	Yes
19. What is the date of the labor organization's next regular election of officers?	01/2026

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

24,334

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	$16-110	per	month	$16	$110
(b) Working Dues/Fees	$0.30	per	hour	$0.30	$0.30
(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: 529-203

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$40,438,758	$21,769,988
23. Accounts Receivable	1	$744,578	$855,401
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$7,395,552	$38,968,999
27. Fixed Assets	6	$971,912	$174,366
28. Other Assets	7	$3,723,385	$1,745,852
29. TOTAL ASSETS		$53,274,185	$63,514,606

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$396,042	$527,717
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$1,418,938	$518,615
34. TOTAL LIABILITIES		$1,814,980	$1,046,332

35. NET ASSETS

$51,459,205

$62,468,274

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 529-203

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$13,913,434
37. Per Capita Tax		$576,783
38. Fees, Fines, Assessments, Work Permits		$863,318
39. Sale of Supplies		$0
40. Interest		$431,307
41. Dividends		$0
42. Rents		$173,666
43. Sale of Investments and Fixed Assets	3	$50,594,565
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$348,332
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$8,725,776
49. TOTAL RECEIPTS		$75,627,181

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$9,070,238
51. Political Activities and Lobbying		16	$50,655
52. Contributions, Gifts, and Grants		17	$29,066
53. General Overhead		18	$1,765,435
54. Union Administration		19	$87,457
55. Benefits		20	$7,804,897
56. Per Capita Tax			$2,675,625
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$71,941,868
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$461,700
64. On Behalf of Individual Members			$0
65. Direct Taxes			$410,047

66. Subtotal			$94,296,988
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$2,331,138
67b. Less Total Disbursed	$2,330,101
67c. Total Withheld But Not Disbursed			$1,037
68. TOTAL DISBURSEMENTS			$94,295,951

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 529-203

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	$855,401	$0	$0	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$855,401	$0	$0	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 529-203

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: 529-203

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	$44,307,351	$36,567,908	$51,644,565	$50,594,565
LAND AND BUILDING - 138-50 QUEENS BLVD, BRIARWOOD	$8,377,651	$916,567	$15,993,750	$14,943,750
LEASEHOLD IMPROVEMENTS	$17,070	$17,070	$17,070	$17,070
REGISTERED INVESTMENT COMPANIES	$679,218	$679,218	$679,218	$679,218
SHORT-TERM INVESTMENTS	$34,954,527	$34,954,527	$34,954,527	$34,954,527
COMPUTER EQUIPMENT	$29,096	$526	$0	$0
FURNITURE & EQUIPMENT	$249,789	$0	$0	$0

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$50,594,565

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 529-203

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$71,819,634	$71,819,634	$71,941,868
REGISTERED INVESTMENT COMPANIES	$10,274,188	$10,274,188	$10,274,188
COMPUTER EQUIPMENT	$42,976	$42,976	$54,761
BUILDING IMPROVEMENTS	$4,820	$4,820	$4,820
FURNITURE & EQUIPMENT	$123,280	$123,280	$224,081
FIXED INCOME INVESTMENTS	$26,076,351	$26,076,351	$26,076,351
SHORT-TERM INVESTMENTS	$35,290,089	$35,290,089	$35,290,089
LEASEHOLD IMPROVEMENTS	$7,930	$7,930	$17,578

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$71,941,868

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 529-203

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$43,383,321
B. Total Book Value	$38,968,999
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

FEDERATED GOV'T UNLTRASHORT DURATION FUND	$4,023,202
PRINCIPAL MONEY MARKET INST FUND	$4,083,100
VANGUARD 500 INDEX FUND	$6,759,101

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))

$38,968,999

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 529-203

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

$127,316

$12,254

$115,062

E. Other Fixed Assets

$179,706

$120,402

$59,304

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

$307,022

$132,656

$174,366

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 529-203

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$1,745,852
SECURITY DEPOSIT	$5,954
DUE FROM AFFILIATES	$530,689
PREPAID EXPENSES	$26,437
PROMOTIONAL ITEMS/OFFICE SUPPLY INVENTORY	$14,878
PRINCIPAL TRUST DEPOSIT ACCOUNT	$248,775
SECURITY DEPOSIT - NEW ROCHELLE	$30,020
PREPAID PENSION COST	$889,099

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 529-203

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	$527,717	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$527,717	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 529-203

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: 529-203

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$518,615
UNALLOCATED PROGRAM SERVICE REVENUE	$300,763
DUE TO AFFILIATES	$63,469
PREPAID DUES INCOME	$151,382
PAYROLL WITHHOLDING	$3,001

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 529-203

(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

AMES , LORI
PRESIDENT
C

$500,214

$3,819

$6,384

$510,417

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

2 %

A
B
C

SWEENEY , WILLIAM
SECRETARY TREASURER
C

$303,892

$14,400

$7,130

$1,815

$327,237

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

AMES , JONATHAN S
EXEC VP/BUSINESS AGENT
C

$303,892

$3,929

$2,679

$310,500

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

ANDERSON , TROY
TRUSTEE/BUSINESS AGENT
C

$303,892

$3,935

$2,050

$309,877

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 R
TRUSTEE/BUSINESS AGENT
C

$290,866

$2,746

$1,842

$295,454

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	$1,702,756	$14,400	$21,559	$14,770	$1,753,485
Less Deductions					$670,234
Net Disbursements					$1,083,251

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 529-203

(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

ANDRADE , TATIANA
ENROLLMENT
N/A

$45,595

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

BARRY , KEVIN
BUSINESS AGENT
N/A

$260,997

$14,400

$5,814

$119

$281,330

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

BYRNE , EDWARD
AUDITOR
N/A

$138,341

$30

$138,371

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

COOPER , NICOLE
BOOKKEEPING
N/A

$125,565

$1,028

$126,593

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

FIGUEROA , CARMEN
ENROLLMENT
N/A

$70,705

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

GREOLE , SUSANNE
CLERICAL
N/A

$23,582

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

HERRON , MARY
ADMINISTRATIVE SUPPORT
N/A

$176,622

$835

$177,457

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

IANNITTI , JOSEPH
ACCOUNTING
N/A

$105,825

$72

$105,897

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

JOHNSON , CHANTE
CLERICAL
N/A

$21,728

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

JOHNSON , JENNIFER
BOOKKEEPING
N/A

$48,757

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

KAHN , EDWARD
BUSINESS AGENT
N/A

$260,997

$1,393

$3,123

$265,513

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

KEATING , KAITLYN
CLERICAL
N/A

$49,479

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

KHMELNITSKY , LAURA
BOOKKEEPING
N/A

$77,475

$30

$77,505

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

KOZLOWSKI , JEAN
ENROLLMENT
N/A

$27,671

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

LAGO , GIANNI
ADMINISTRATIVE SUPPORT
N/A

$135,863

$146

$136,009

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

LAGO , JESSICA
ADMINISTRATIVE SUPPORT
N/A

$147,024

$1,086

$148,110

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

LAGO , KEITH
ACCOUNTING
N/A

$75,958

$351

$76,309

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

MACK , CHRISTOPHER
DELQ ACCOUNTS COORDINATOR
N/A

$195,325

$8,000

$5,258

$3,667

$212,250

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

MATURO , JOHN
MAILROOM
N/A

$80,163

$3,579

$83,742

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

MCKELVEY , JAMES
ACCOUNTING
N/A

$218,759

$12,000

$1,610

$232,369

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

MEI , WEI
ACCOUNTING
N/A

$239,147

$12,000

$2,123

$253,270

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

NAVARRETE , VICKY
ENROLLMENT
N/A

$70,322

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

O'CONNOR , CATHERINE
BOOKKEEPING
N/A

$69,411

$500

$69,911

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

OBANDO , MICHELLE
ENROLLMENT
N/A

$70,929

$213

$71,142

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

SAVINO , STEVEN
ADMINISTRATIVE SUPPORT
N/A

$131,915

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

SAWANGSANG , JADE
ENROLLMENT
N/A

$53,510

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

SCAGNELLI , JAMES
BUSINESS AGENT
N/A

$260,997

$6,377

$5,133

$272,507

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

SHIMKUS , CHARLES
DIR OF ORGANIZING
N/A

$303,892

$14,400

$7,249

$437

$325,978

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

SIMPSON-SANDERS , WILLIE
BOOKKEEPING
N/A

$83,289

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

SINGH , ZORINA
ENROLLMENT
N/A

$120,708

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

STAHL , KYLE
ACCOUNTING
N/A

$134,819

$1,566

$136,385

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

STELLUTI , DARLENE
ACCOUNTING
N/A

$36,754

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

SULLIVAN , PAULETTE
BOOKKEEPING
N/A

$66,215

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

THOMAS , VALERIE
RECEPTIONIST
N/A

$12,600

$222

$12,822

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

THOMAS-HASKINS , NATALIE
BOOKKEEPING
N/A

$90,740

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

TRIGUEROS , LUISA
RECEPTIONIST
N/A

$10,569

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

VOLLMAR , DOLORES
ENROLLMENT
N/A

$77,338

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

YEMMA , SHARON
BOOKKEEPING
N/A

$79,555

$11

$79,566

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 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$20,451

$12

$20,463

Schedule 15
Representational Activities

89 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$4,219,592	$60,800	$39,505	$12,479	$4,332,376
Less Deductions					$1,660,904
Net Disbursements					$2,671,472

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 529-203

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	24,334
Agency Fee Payers*	0
Total Members/Fee Payers	24,334
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS	23,176	Yes
ASSOCIATE MEMBERS	1,158	No

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 529-203

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$8,615,014
2. Named Payer Non-itemized Receipts	$83,403
3. All Other Receipts	$27,359
4. Total Receipts	$8,725,776

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	$29,066
6. Total Disbursements	$29,066

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$2,407,878
2. Named Payee Non-itemized Disbursements	$462,349
3. To Officers	$1,727,573
4. To Employees	$4,286,559
5. All Other Disbursements	$185,879
6. Total Disbursements	$9,070,238

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$1,507,178
2. Named Payee Non-itemized Disbursements	$161,426
3. To Officers	$3,272
4. To Employees	$23,652
5. All Other Disbursements	$69,907
6. Total Disbursements	$1,765,435

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$48,000
3. To Officers	$0
4. To Employees	$2,655
5. All Other Disbursements	$0
6. Total Disbursements	$50,655

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$22,639
4. To Employees	$19,511
5. All Other Disbursements	$45,307
6. Total Disbursements	$87,457

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 529-203

Name and Address
(A)

CONSTRUCTION COUNCIL 175

99 MINEOLA AVE
ROSLYN HEIGHTS
NY
11577

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$30,488
Total of All Transactions with this Payee/Payer for This Schedule		$30,488

Name and Address
(A)

HOME HEALTHCARE WORKERS OF AMERICA

93 LAKE AVENUE
DANBURY
CT
06810

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$52,354
Total Non-Itemized Transactions with this Payee/Payer		$20,444
Total of All Transactions with this Payee/Payer for This Schedule		$72,798
EXPENSE REIMBURSEMENT	07/20/2022	$20,234
EXPENSE REIMBURSEMENT	08/25/2022	$14,805
EXPENSE REIMBURSEMENT	09/28/2022	$17,315

Name and Address
(A)

HSBC BANK USA NA

BUFFALO
NY
14203

Type or Classification
(B)

BANK INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,854
Total Non-Itemized Transactions with this Payee/Payer		$3,269
Total of All Transactions with this Payee/Payer for This Schedule		$44,123
REFUND OF WIRE TRANSFER ERROR	06/10/2022	$40,854

Name and Address
(A)

IUJAT

93 LAKE AVENUE
DANBURY
CT
06810

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,823,549
Total Non-Itemized Transactions with this Payee/Payer		$9,204
Total of All Transactions with this Payee/Payer for This Schedule		$1,832,753
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	10/21/2021	$136,241
EXPENSE REIMBURSEMENT	10/25/2021	$7,976
EXPENSE REIMBURSEMENT	10/25/2021	$5,643
EXPENSE REIMBURSEMENT	11/22/2021	$6,089
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	11/29/2021	$134,218
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	12/27/2021	$131,087
EXPENSE REIMBURSEMENT	12/27/2021	$8,763
EXPENSE REIMBURSEMENT	12/27/2021	$6,293
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	01/31/2022	$133,037
EXPENSE REIMBURSEMENT	01/31/2022	$9,756
EXPENSE REIMBURSEMENT	01/31/2022	$5,859
EXPENSE REIMBURSEMENT	02/23/2022	$7,511
EXPENSE REIMBURSEMENT	02/23/2022	$5,136
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	02/24/2022	$129,962
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	03/22/2022	$6,150
EXPENSE REIMBURSEMENT	03/24/2022	$7,075
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	03/30/2022	$135,761
EXPENSE REIMBURSEMENT	04/21/2022	$7,855
EXPENSE REIMBURSEMENT	04/21/2022	$5,110
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	04/29/2022	$134,119
EXPENSE REIMBURSEMENT	05/19/2022	$7,396
EXPENSE REIMBURSEMENT	05/19/2022	$5,151
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	05/31/2022	$138,480
EXPENSE REIMBURSEMENT	06/16/2022	$6,910
EXPENSE REIMBURSEMENT	06/16/2022	$5,111
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	06/29/2022	$138,350
EXPENSE REIMBURSEMENT	07/20/2022	$10,404
EXPENSE REIMBURSEMENT	07/20/2022	$18,789
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	07/27/2022	$139,888
EXPENSE REIMBURSEMENT	08/25/2022	$7,694
EXPENSE REIMBURSEMENT	08/25/2022	$14,560
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	08/31/2022	$137,957
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	09/28/2022	$139,753
EXPENSE REIMBURSEMENT	09/28/2022	$10,150
EXPENSE REIMBURSEMENT	09/28/2022	$19,315

Name and Address
(A)

SENECA INSURANCE COMPANY INC
29TH FLOOR
199 WATER STREET
NEW YORK
NY
10038

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$35,052
Total Non-Itemized Transactions with this Payee/Payer		$2,131
Total of All Transactions with this Payee/Payer for This Schedule		$37,183
COMM. LIABILITY REFUND	03/16/2022	$35,052

Name and Address
(A)

SERVICE PROF'L UNION LCL 726
100
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		$0
Total of All Transactions with this Payee/Payer for This Schedule		$177,952
EXPENSE REIMBURSEMENT	10/25/2021	$16,822
EXPENSE REIMBURSEMENT	11/22/2021	$12,847
EXPENSE REIMBURSEMENT	12/27/2021	$17,733
EXPENSE REIMBURSEMENT	01/31/2022	$18,498
EXPENSE REIMBURSEMENT	02/23/2022	$14,934
EXPENSE REIMBURSEMENT	03/24/2022	$13,435
EXPENSE REIMBURSEMENT	04/21/2022	$15,858
EXPENSE REIMBURSEMENT	05/19/2022	$14,439
EXPENSE REIMBURSEMENT	06/16/2022	$13,984
EXPENSE REIMBURSEMENT	07/20/2022	$14,239
EXPENSE REIMBURSEMENT	08/25/2022	$11,405
EXPENSE REIMBURSEMENT	09/28/2022	$13,758

Name and Address
(A)

UNITED SERVICE WORKERS LABOR MGNT CORP
100
145 HUGUENOT ST
NEW ROCHELLE
NY
10801

Type or Classification
(B)

LABOR MANAGEMENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$17,816
Total of All Transactions with this Payee/Payer for This Schedule		$17,816

Name and Address
(A)

UNITED WELFARE FUND - SECURITY DIV
100
145 HUGUENOT ST
NEW ROCHELLE
NY
10801

Type or Classification
(B)

EMPLOYEE BENEFIT FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,683,172
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$1,683,172
EXPENSE REIMBURSEMENT	10/18/2021	$46,774
EXPENSE REIMBURSEMENT	10/25/2021	$105,834
EXPENSE REIMBURSEMENT	11/15/2021	$43,468
EXPENSE REIMBURSEMENT	11/22/2021	$83,136
EXPENSE REIMBURSEMENT	12/27/2021	$119,426
EXPENSE REIMBURSEMENT	12/27/2021	$50,863
EXPENSE REIMBURSEMENT	01/31/2022	$101,835
EXPENSE REIMBURSEMENT	01/31/2022	$52,466
EXPENSE REIMBURSEMENT	02/23/2022	$92,933
EXPENSE REIMBURSEMENT	02/23/2022	$42,377
EXPENSE REIMBURSEMENT	03/24/2022	$82,016
EXPENSE REIMBURSEMENT	03/24/2022	$39,309
EXPENSE REIMBURSEMENT	04/21/2022	$96,942
EXPENSE REIMBURSEMENT	04/21/2022	$42,412
EXPENSE REIMBURSEMENT	05/19/2022	$91,633
EXPENSE REIMBURSEMENT	05/19/2022	$40,236
EXPENSE REIMBURSEMENT	06/16/2022	$89,867
EXPENSE REIMBURSEMENT	06/16/2022	$40,119
EXPENSE REIMBURSEMENT	07/20/2022	$109,163
EXPENSE REIMBURSEMENT	07/20/2022	$43,689
EXPENSE REIMBURSEMENT	08/25/2022	$87,216
EXPENSE REIMBURSEMENT	08/25/2022	$40,410
EXPENSE REIMBURSEMENT	09/28/2022	$98,474
EXPENSE REIMBURSEMENT	09/28/2022	$42,574

Name and Address
(A)

UNITED WELFARE FUND - WELFARE DIV
100
145 HUGUENOT ST
NEW ROCHELLE
NY
10801

Type or Classification
(B)

EMPLOYEE BENEFIT FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$4,644,267
Total Non-Itemized Transactions with this Payee/Payer		$51
Total of All Transactions with this Payee/Payer for This Schedule		$4,644,318
EXPENSE REIMBURSEMENT	10/18/2021	$116,934
EXPENSE REIMBURSEMENT	10/25/2021	$306,996
EXPENSE REIMBURSEMENT	11/15/2021	$108,669
EXPENSE REIMBURSEMENT	11/22/2021	$245,673
EXPENSE REIMBURSEMENT	12/27/2021	$337,960
EXPENSE REIMBURSEMENT	12/27/2021	$127,158
EXPENSE REIMBURSEMENT	01/31/2022	$301,075
EXPENSE REIMBURSEMENT	01/31/2022	$131,165
EXPENSE REIMBURSEMENT	02/23/2022	$274,470
EXPENSE REIMBURSEMENT	02/23/2022	$105,942
EXPENSE REIMBURSEMENT	03/24/2022	$235,826
EXPENSE REIMBURSEMENT	03/24/2022	$98,273
EXPENSE REIMBURSEMENT	04/21/2022	$277,214
EXPENSE REIMBURSEMENT	04/21/2022	$106,031
EXPENSE REIMBURSEMENT	05/19/2022	$262,558
EXPENSE REIMBURSEMENT	05/19/2022	$100,591
EXPENSE REIMBURSEMENT	06/16/2022	$259,182
EXPENSE REIMBURSEMENT	06/16/2022	$100,298
EXPENSE REIMBURSEMENT	07/20/2022	$302,433
EXPENSE REIMBURSEMENT	07/20/2022	$109,223
EXPENSE REIMBURSEMENT	08/25/2022	$249,503
EXPENSE REIMBURSEMENT	08/25/2022	$101,026
EXPENSE REIMBURSEMENT	09/28/2022	$279,631
EXPENSE REIMBURSEMENT	09/28/2022	$106,436

Name and Address
(A)

USW, LOCAL 355, JATF
100
145 HUGUENOT ST
NEW ROCHELLE
NY
10801

Type or Classification
(B)

APPRENTICESHIP TRAINING FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$157,814
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$157,814
EXPENSE REIMBURSEMENT	10/25/2021	$13,581
EXPENSE REIMBURSEMENT	11/22/2021	$11,071
EXPENSE REIMBURSEMENT	12/27/2021	$14,509
EXPENSE REIMBURSEMENT	01/31/2022	$15,239
EXPENSE REIMBURSEMENT	02/23/2022	$14,389
EXPENSE REIMBURSEMENT	03/24/2022	$12,512
EXPENSE REIMBURSEMENT	04/21/2022	$13,773
EXPENSE REIMBURSEMENT	05/19/2022	$12,898
EXPENSE REIMBURSEMENT	06/16/2022	$11,944
EXPENSE REIMBURSEMENT	07/20/2022	$13,680
EXPENSE REIMBURSEMENT	08/25/2022	$10,961
EXPENSE REIMBURSEMENT	09/28/2022	$13,257

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 529-203

Name and Address
(A)

ADOBE

345 PARK AVE
SAN JOSE
CA
95110

Type or Classification
(B)

SOFTWARE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,848
Total of All Transactions with this Payee/Payer for This Schedule		$6,848

Name and Address
(A)

ADP, INC.
9001006

LOUISVILLE
KY
40290

Type or Classification
(B)

PAYROLL SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$19,155
Total of All Transactions with this Payee/Payer for This Schedule		$19,155

Name and Address
(A)

AMAZON.COM

410 TERRY AVE N
SEATTLE
WA
98109

Type or Classification
(B)

OFFICE SUPPLY VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,717
Total Non-Itemized Transactions with this Payee/Payer		$11,636
Total of All Transactions with this Payee/Payer for This Schedule		$18,353
COMPUTER UPGRADE	07/11/2022	$6,717

Name and Address
(A)

ATLANTIC A PROGRAM OF DeLAGE
41602

PHILADELPHIA
PA
19101

Type or Classification
(B)

EQUIPMENT LEASING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$49,719
Total of All Transactions with this Payee/Payer for This Schedule		$49,719

Name and Address
(A)

AUDI FINANCIAL
5215

CAROL STREAM
IL
60197

Type or Classification
(B)

FINANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,794
Total of All Transactions with this Payee/Payer for This Schedule		$11,794

Name and Address
(A)

AUDI SOUTHAMPTON

51 MONTAUK HIGHWAY
SOUTHAMPTON
NY
11968

Type or Classification
(B)

AUTO DEALERSHIP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,851
Total Non-Itemized Transactions with this Payee/Payer		$1,520
Total of All Transactions with this Payee/Payer for This Schedule		$8,371
AUTO LEASE	06/29/2022	$6,851

Name and Address
(A)

AUTOMOBILE LODGE #447,

154 RIDGE ROAD
LYNDHURST
NJ
07071

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		$7,900
Total of All Transactions with this Payee/Payer for This Schedule		$7,900

Name and Address
(A)

AVIS RENT-A-CAR

2500 JAMES L TURNAGE BLVD
W. PALM BEACH
FL
33406

Type or Classification
(B)

RENTAL CAR COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,243
Total of All Transactions with this Payee/Payer for This Schedule		$6,243

Name and Address
(A)

BLACKROCK INVESTMENT MGMT LLC
978604

DALLAS
TX
75397

Type or Classification
(B)

INVESTMENT MANAGER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$49,021
Total Non-Itemized Transactions with this Payee/Payer		$14,264
Total of All Transactions with this Payee/Payer for This Schedule		$63,285
INVESTMENT FEES	10/04/2021	$8,082
INVESTMENT FEES	11/10/2021	$8,320
INVESTMENT FEES	01/31/2022	$7,927
INVESTMENT FEES	02/17/2022	$8,348
INVESTMENT FEES	06/14/2022	$8,187
INVESTMENT FEES	08/30/2022	$8,157

Name and Address
(A)

CUSTOMER EXPRESSIONS CORP.

2255 CARLING AVENUE
OTTAWA
00
00000

Type or Classification
(B)

SOFTWARE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$13,000
SOFTWARE	11/03/2021	$13,000

Name and Address
(A)

DAHAB ASSOCIATES, INC.

423 SOUTH COUNTRY ROAD
BAY SHORE
NY
11706

Type or Classification
(B)

INVESTMENT MANAGER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
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)

DALTON J HYPOLITE

7500 EAST 41ST AVE
DENVER
CO
80216

Type or Classification
(B)

NON-EMPLOYEE COMPEN FOR REP. SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,808
Total of All Transactions with this Payee/Payer for This Schedule		$5,808

Name and Address
(A)

DELL MARKETING L.P.
643561

PITTSBURGH
PA
15264

Type or Classification
(B)

COMPUTER SUPPLY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,840
Total Non-Itemized Transactions with this Payee/Payer		$8,699
Total of All Transactions with this Payee/Payer for This Schedule		$39,539
COMPUTER UPGRADE	08/04/2022	$19,118
COMPUTER UPGRADE	08/04/2022	$6,691
COMPUTER UPGRADE	08/04/2022	$5,031

Name and Address
(A)

DIALPAD, INC.
123808

DALLAS
TX
75312

Type or Classification
(B)

TELECOMMUNICATIONS PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$59,156
Total Non-Itemized Transactions with this Payee/Payer		$3,490
Total of All Transactions with this Payee/Payer for This Schedule		$62,646
TELECOMMUNICATIONS SUBSCRIPTION	06/13/2022	$52,048
TELECOMMUNICATIONS UPGRADE	08/25/2022	$7,108

Name and Address
(A)

FIRST ACTUARIAL CONSULTING,INC
SUITE 1728
1501 BROADWAY
NEW YORK
NY
10036

Type or Classification
(B)

BENEFITS CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$44,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$44,000
BENEFITS CONSULTANT RETAINER	11/23/2021	$11,000
BENEFITS CONSULTANT RETAINER	01/10/2022	$11,000
BENEFITS CONSULTANT RETAINER	04/04/2022	$11,000
BENEFITS CONSULTANT RETAINER	07/06/2022	$11,000

Name and Address
(A)

FORD CREDIT
220564

PITTSBURGH
PA
15257

Type or Classification
(B)

FINANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$12,634
Total of All Transactions with this Payee/Payer for This Schedule		$12,634

Name and Address
(A)

FRANCOTYP-POSTALIA
157

BEDFORD PARK
IL
60499

Type or Classification
(B)

POSTAGE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$38,701
Total of All Transactions with this Payee/Payer for This Schedule		$38,701

Name and Address
(A)

GM FINANCIAL LEASING
78143

PHOENIX
AZ
85062

Type or Classification
(B)

FINANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,525
Total of All Transactions with this Payee/Payer for This Schedule		$8,525

Name and Address
(A)

HAMPTON INN

3400 NORTHLAKE PARKWAY
ATLANTA
GA
30345

Type or Classification
(B)

ACCOMMODATIONS (HOTEL & MEETING ROOM RENTALS)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,047
Total of All Transactions with this Payee/Payer for This Schedule		$5,047

Name and Address
(A)

HASSETT FORD

3530 SUNRISE HIGHWAY
WANTAGH
NY
11793

Type or Classification
(B)

AUTO DEALERSHIP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,361
Total Non-Itemized Transactions with this Payee/Payer		$31
Total of All Transactions with this Payee/Payer for This Schedule		$6,392
AUTO LEASE	07/28/2022	$6,361

Name and Address
(A)

I.U.J.A.T.
SUITE 103
93 LAKE AVENUE
DANBURY
CT
06810

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$330,177
Total Non-Itemized Transactions with this Payee/Payer		$2,400
Total of All Transactions with this Payee/Payer for This Schedule		$332,577
EXPENSE REIMBURSEMENT	10/13/2021	$26,819
EXPENSE REIMBURSEMENT	11/10/2021	$22,174
EXPENSE REIMBURSEMENT	12/09/2021	$27,175
EXPENSE REIMBURSEMENT	01/05/2022	$20,477
EXPENSE REIMBURSEMENT	01/19/2022	$31,415
EXPENSE REIMBURSEMENT	02/17/2022	$22,060
EXPENSE REIMBURSEMENT	03/03/2022	$27,745
EXPENSE REIMBURSEMENT	04/07/2022	$24,112
EXPENSE REIMBURSEMENT	05/10/2022	$21,069
EXPENSE REIMBURSEMENT	06/08/2022	$21,364
EXPENSE REIMBURSEMENT	07/13/2022	$29,143
EXPENSE REIMBURSEMENT	08/05/2022	$24,729
EXPENSE REIMBURSEMENT	09/16/2022	$31,895

Name and Address
(A)

JANITZA GONZALEZ

670 HILLSIDE RD
PELHAM
NY
10803

Type or Classification
(B)

NON-EMPLOYEE COMPEN FOR REP. SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,982
Total of All Transactions with this Payee/Payer for This Schedule		$8,982

Name and Address
(A)

JESENIA SANTIAGO

670 HILLSIDE RD
PELHAM
NY
10803

Type or Classification
(B)

NON-EMPLOYEE COMPEN FOR REP. SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,982
Total of All Transactions with this Payee/Payer for This Schedule		$8,982

Name and Address
(A)

JETBLUE

2701 QUEENS PLAZA N
LONG ISLAND CITY
NY
11101

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		$9,196
Total of All Transactions with this Payee/Payer for This Schedule		$9,196

Name and Address
(A)

LABOR RELATIONS RESEARCH CTR.

AMHERST
MA
01003

Type or Classification
(B)

SUBSCRIPTION PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,400
Total of All Transactions with this Payee/Payer for This Schedule		$5,400

Name and Address
(A)

LOCAL 1102, RWDSU

311 CROSSWAYS PARK DRIVE
WOODBURY
NY
11797

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		$33,151
Total of All Transactions with this Payee/Payer for This Schedule		$33,151

Name and Address
(A)

LUIS M. RAMOS
SUITE 103
93 LAKE AVENUE
DANBURY
CT
06810

Type or Classification
(B)

NON-EMPLOYEE COMPEN FOR REP. SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,856
Total of All Transactions with this Payee/Payer for This Schedule		$6,856

Name and Address
(A)

MAILGUN
#1135
112 E PECAN ST
SAN ANTONIO
TX
78205

Type or Classification
(B)

TELECOMMUNICATIONS PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,527
Total of All Transactions with this Payee/Payer for This Schedule		$5,527

Name and Address
(A)

MARRIOTT

7750 WISCONSIN AVE
BETHESDA
MD
20814

Type or Classification
(B)

ACCOMMODATIONS (HOTEL & MEETING ROOM RENTALS)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,958
Total of All Transactions with this Payee/Payer for This Schedule		$6,958

Name and Address
(A)

MORVILLO,ABRAMOWITZ,GRAND, IASON & ANELLO PC

565 FIFTH AVE.
NEW YORK
NY
10017

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$881,034
Total Non-Itemized Transactions with this Payee/Payer		$7,012
Total of All Transactions with this Payee/Payer for This Schedule		$888,046
LEGAL SERVICES	12/01/2021	$187,635
LEGAL SERVICES	12/08/2021	$103,979
LEGAL SERVICES	12/20/2021	$45,633
LEGAL SERVICES	01/13/2022	$43,408
LEGAL SERVICES	01/13/2022	$12,676
LEGAL SERVICES	02/07/2022	$6,231
LEGAL SERVICES	02/07/2022	$46,912
LEGAL SERVICES	03/07/2022	$92,418
LEGAL SERVICES	04/14/2022	$18,352
LEGAL SERVICES	05/10/2022	$103,767
LEGAL SERVICES	06/13/2022	$20,040
LEGAL SERVICES	07/12/2022	$39,060
LEGAL SERVICES	08/09/2022	$27,890
LEGAL SERVICES	08/09/2022	$9,131
LEGAL SERVICES	09/12/2022	$54,921
LEGAL SERVICES	09/12/2022	$68,981

Name and Address
(A)

NY 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		$7,924
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,924
INSURANCE PREMIUM	06/14/2022	$7,924

Name and Address
(A)

PARKMOBILE USA

1100 SPRING STREET NW
ATLANTA
GA
30337

Type or Classification
(B)

PARKING SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,441
Total of All Transactions with this Payee/Payer for This Schedule		$7,441

Name and Address
(A)

PBGC
2ND FLOOR
1075 INNER LOOP RD
ATLANTA
GA
30337

Type or Classification
(B)

INSURANCE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,384
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$25,384
INSURANCE PREMIUM	10/06/2021	$25,384

Name and Address
(A)

POSTMASTER

475 L'ENFANT PLAZA SW
WASHINGTON
DC
20260

Type or Classification
(B)

POSTAGE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,174
Total Non-Itemized Transactions with this Payee/Payer		$70
Total of All Transactions with this Payee/Payer for This Schedule		$5,244
MEMBERSHIP MAILING	11/04/2021	$5,174

Name and Address
(A)

PRINCIPAL FINANCIAL GROUP
9394

DES MOINES
IA
50306

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,952
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$30,952
ADMINISTRATION FEES	10/14/2021	$7,738
ADMINISTRATION FEES	01/19/2022	$7,738
ADMINISTRATION FEES	06/22/2022	$7,738
ADMINISTRATION FEES	07/11/2022	$7,738

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		$273,602
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$273,602
LEGAL RETAINER	10/04/2021	$22,787
LEGAL RETAINER	11/03/2021	$23,128
LEGAL RETAINER	12/01/2021	$22,724
LEGAL RETAINER	01/05/2022	$22,620
LEGAL RETAINER	02/01/2022	$23,104
LEGAL RETAINER	03/02/2022	$22,722
LEGAL RETAINER	04/04/2022	$22,895
LEGAL RETAINER	05/02/2022	$22,825
LEGAL RETAINER	06/01/2022	$22,510
LEGAL RETAINER	07/05/2022	$22,875
LEGAL RETAINER	08/01/2022	$22,657
LEGAL RETAINER	09/01/2022	$22,755

Name and Address
(A)

SENECA INSURANCE COMPANY, INC.

160 WATER STREET
NEW YORK
NY
10038

Type or Classification
(B)

INSURANCE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,432
Total Non-Itemized Transactions with this Payee/Payer		$3,752
Total of All Transactions with this Payee/Payer for This Schedule		$29,184
INSURANCE PREMIUM	06/13/2022	$25,432

Name and Address
(A)

TECHNICAL RESOURCES

4723 CADIZ CIRCLE
WEST PALM BEACH
FL
33418

Type or Classification
(B)

REPRESENTATIONAL/ORGANIZATION SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,396
Total of All Transactions with this Payee/Payer for This Schedule		$19,396

Name and Address
(A)

THE SHORE PRESS

22 BATHESDA LANE
SAYVILLE
NY
11782

Type or Classification
(B)

PRINTING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,765
Total Non-Itemized Transactions with this Payee/Payer		$14,749
Total of All Transactions with this Payee/Payer for This Schedule		$28,514
MEMBERSHIP SUPPLIES	08/08/2022	$7,322
MEMBERSHIP FORMS	08/25/2022	$6,443

Name and Address
(A)

UNITED PARCEL SERVICE
809488

CHICAGO
IL
60680

Type or Classification
(B)

COURIERS AND MESSENGERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,867
Total of All Transactions with this Payee/Payer for This Schedule		$5,867

Name and Address
(A)

UNITED WELFARE FUND - WELFARE DIVISION
SUITE 100
145 HUGUENOT STREET
NEW ROCHELLE
NY
10801

Type or Classification
(B)

EMPLOYEE BENEFIT PLAN

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$598,488
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$598,488
EXPENSE REIMBURSEMENT	10/13/2021	$69,345
EXPENSE REIMBURSEMENT	11/10/2021	$23,808
EXPENSE REIMBURSEMENT	12/09/2021	$32,325
EXPENSE REIMBURSEMENT	01/24/2022	$44,797
EXPENSE REIMBURSEMENT	02/16/2022	$34,118
EXPENSE REIMBURSEMENT	03/16/2022	$40,862
EXPENSE REIMBURSEMENT	04/12/2022	$37,604
EXPENSE REIMBURSEMENT	05/09/2022	$41,262
EXPENSE REIMBURSEMENT	06/08/2022	$73,001
EXPENSE REIMBURSEMENT	07/19/2022	$45,891
EXPENSE REIMBURSEMENT	08/12/2022	$75,202
EXPENSE REIMBURSEMENT	09/16/2022	$80,273

Name and Address
(A)

VERIZON
15124

ALBANY
NY
12212

Type or Classification
(B)

TELECOMMUNICATIONS PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,827
Total of All Transactions with this Payee/Payer for This Schedule		$6,827

Name and Address
(A)

VERIZON WIRELESS
408

NEWARK
NJ
07101

Type or Classification
(B)

TELECOMMUNICATIONS PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$24,341
Total of All Transactions with this Payee/Payer for This Schedule		$24,341

Name and Address
(A)

W.B. MASON CO., INC.
981101

BOSTON
MA
02298

Type or Classification
(B)

OFFICE SUPPLY VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,699
Total of All Transactions with this Payee/Payer for This Schedule		$19,699

Name and Address
(A)

WELLS FARGO VENDOR FIN SERV
070241

PHILADELPHIA
PA
19176

Type or Classification
(B)

FINANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$25,607
Total of All Transactions with this Payee/Payer for This Schedule		$25,607

Name and Address
(A)

WILLIAM MANZANARES

4620 WESTAMERICA DRIVE
DENVER
CO
80219

Type or Classification
(B)

NON-EMPLOYEE COMPEN FOR REP. SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$16,122
Total of All Transactions with this Payee/Payer for This Schedule		$16,122

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 529-203

Name and Address
(A)

USWU POLITICAL ACTION ACCOUNT
SUITE 420
145 HUGUENOT ST
NEW ROCHELLE
NY
10801

Type or Classification
(B)

POLITICAL ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$48,000
Total of All Transactions with this Payee/Payer for This Schedule		$48,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 529-203

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: 529-203

Name and Address
(A)

AMAZON.COM

410 TERRY AVE N
SEATTLE
WA
98109

Type or Classification
(B)

OFFICE SUPPLY VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$22,455
Total of All Transactions with this Payee/Payer for This Schedule		$22,455

Name and Address
(A)

CITIBANK

388 GREENWICH ST
NEW YORK
NY
10013

Type or Classification
(B)

BANK INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$44,123
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$44,123
WIRE TRANSFER ERROR	12/10/2021	$44,123

Name and Address
(A)

COMPLETE SOFTWARE SOLUTIONS
190

WEST FRIENDSHIP
MD
21794

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,135
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$20,135
ACCOUNTING	10/25/2021	$9,924
ACCOUNTING	08/17/2022	$10,211

Name and Address
(A)

CONSOLIDATED EDISON COMPANY NY
1702

NEW YORK
NY
10116

Type or Classification
(B)

UTILITIES PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,439
Total of All Transactions with this Payee/Payer for This Schedule		$6,439

Name and Address
(A)

CUSHMAN & WAKEFIELD

1290 AVE OF THE AMERICAS
NEW YORK
NY
10104

Type or Classification
(B)

REAL ESTATE BROKER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$465,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$465,000
BROKER COMMISSION	12/10/2021	$465,000

Name and Address
(A)

EXCEL GUARD GROUP
17TH FLOOR
505 EIGHTH STREET
NEW YORK
NY
10018

Type or Classification
(B)

SECURITY SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,762
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,762
GUARD SERVICES	01/10/2022	$10,762

Name and Address
(A)

GHP 145 HUGUENOT DELAWARE LLC
200
4 WEST RED OAK LANE
WHITE PLAINS
NY
10604

Type or Classification
(B)

PROPERTY MANAGER - OFFICE RENTAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$121,631
Total Non-Itemized Transactions with this Payee/Payer		$10,043
Total of All Transactions with this Payee/Payer for This Schedule		$131,674
OFFICE RENTAL	04/27/2022	$46,307
OFFICE RENTAL	05/11/2022	$5,214
OFFICE RENTAL	05/31/2022	$13,866
OFFICE RENTAL	06/24/2022	$13,866
OFFICE RENTAL	07/25/2022	$14,256
OFFICE RENTAL	08/17/2022	$14,061
OFFICE RENTAL	09/21/2022	$14,061

Name and Address
(A)

GREAT BIG CANVAS
SUITE 102
10700 WORLD TRADE BLVD
RALEIGH
NC
27617

Type or Classification
(B)

OFFICE SUPPLY VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,915
Total Non-Itemized Transactions with this Payee/Payer		$1,091
Total of All Transactions with this Payee/Payer for This Schedule		$7,006
OFFICE DECOR	05/12/2022	$5,915

Name and Address
(A)

HELLENIC ALLIANCE, LLC

7922 WESTCHESTER PIKE
UPPER DARBY
PA
19082

Type or Classification
(B)

PROPERTY MANAGER - OFFICE RENTAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,000
Total of All Transactions with this Payee/Payer for This Schedule		$6,000

Name and Address
(A)

HORIZON KNOWLEDGE
SUITE 501
144 WEST 37TH ST
NEW YORK
NY
10018

Type or Classification
(B)

COMPUTER CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,230
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,230
MAINTENANCE	03/24/2022	$6,230

Name and Address
(A)

HSBC BANK USW

BUFFALO
NY
14203

Type or Classification
(B)

BANK INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,787
Total Non-Itemized Transactions with this Payee/Payer		$38,731
Total of All Transactions with this Payee/Payer for This Schedule		$63,518
BANKING FEES	10/18/2021	$5,536
BANKING FEES	11/18/2021	$5,135
BANKING FEES	04/18/2022	$5,360
BANKING FEES	09/19/2022	$8,756

Name and Address
(A)

HUB INTERNATIONAL

100 SUNNYSIDE BLVD.
WOODBURY
NY
11797

Type or Classification
(B)

INSURANCE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,378
Total Non-Itemized Transactions with this Payee/Payer		$760
Total of All Transactions with this Payee/Payer for This Schedule		$44,138
INSURANCE PREMIUM	01/13/2022	$27,337
INSURANCE PREMIUM	06/15/2022	$8,151
INSURANCE PREMIUM	07/06/2022	$7,890

Name and Address
(A)

LASA INDUSTRIES
11

ELMSFORD
NY
10523

Type or Classification
(B)

CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,020
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,020
OFFICE RENOVATION	04/14/2022	$8,020

Name and Address
(A)

MUTUAL SECURITY SERVICES,INC.
786137

PHILADELPHIA
PA
19178

Type or Classification
(B)

SECURITY SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,000
Total Non-Itemized Transactions with this Payee/Payer		$3,646
Total of All Transactions with this Payee/Payer for This Schedule		$21,646
SAFETY UPGRADES	04/06/2022	$18,000

Name and Address
(A)

NOVAK FRANCELLA, LLC
5TH FLOOR
40 MONUMENT ROAD
BALA CYNWYD
PA
19004

Type or Classification
(B)

ACCOUTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$90,000
Total Non-Itemized Transactions with this Payee/Payer		$11,914
Total of All Transactions with this Payee/Payer for This Schedule		$101,914
ACCOUNTING SERVICES	10/13/2021	$7,500
ACCOUNTING SERVICES	11/10/2021	$7,500
ACCOUNTING SERVICES	12/07/2021	$7,500
ACCOUNTING SERVICES	01/12/2022	$7,500
ACCOUNTING SERVICES	02/09/2022	$7,500
ACCOUNTING SERVICES	03/10/2022	$7,500
ACCOUNTING SERVICES	04/14/2022	$7,500
ACCOUNTING SERVICES	05/09/2022	$7,500
ACCOUNTING SERVICES	06/06/2022	$7,500
ACCOUNTING SERVICES	07/12/2022	$7,500
ACCOUNTING SERVICES	08/09/2022	$7,500
ACCOUNTING SERVICES	09/08/2022	$7,500

Name and Address
(A)

RAYMOUR & FLANIGAN

7230 MORGAN RD
LIVERPOOL
NY
13090

Type or Classification
(B)

OFFICE FURNITURE VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,178
Total Non-Itemized Transactions with this Payee/Payer		$2,020
Total of All Transactions with this Payee/Payer for This Schedule		$9,198
OFFICE DECOR	06/14/2022	$7,178

Name and Address
(A)

RIVERSIDE ABSTRACT LLC

3839 FLATLANDS AVE
BROOKLYN
NY
11234

Type or Classification
(B)

TITLE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$529,063
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$529,063
TITLE COMPANY CHARGES	12/10/2021	$529,063

Name and Address
(A)

ROBERT HALF

12400 COLLECTIONS CENTER DR
CHICAGO
IL
60693

Type or Classification
(B)

EMPLOYMENT SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
RECRUITMENT FEE	06/28/2022	$10,000
RECRUITMENT FEE	09/12/2022	$10,000

Name and Address
(A)

ROTTENBERG LIPMAN RICH P.C
18TH FLOOR
230 PARK AVE
NEW YORK
NY
10169

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$42,000
Total Non-Itemized Transactions with this Payee/Payer		$4,518
Total of All Transactions with this Payee/Payer for This Schedule		$46,518
FEES	12/21/2021	$42,000

Name and Address
(A)

SHER-DEL TRANSFER & RELOCATION SERVICES INC.

171 CENTRAL AVENUE
HILLSIDE
NJ
07205

Type or Classification
(B)

MOVING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$35,000
Total Non-Itemized Transactions with this Payee/Payer		$264
Total of All Transactions with this Payee/Payer for This Schedule		$35,264
MOVING SERVICES	11/23/2021	$35,000

Name and Address
(A)

SHRED-IT USA
13574

NEW YORK
NY
10087

Type or Classification
(B)

SHREDDING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,499
Total of All Transactions with this Payee/Payer for This Schedule		$6,499

Name and Address
(A)

SLOMIN'S INC.

125 LAUMAN LANE
HICKSVILLE
NY
11801

Type or Classification
(B)

SECURITY SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,244
Total Non-Itemized Transactions with this Payee/Payer		$4,352
Total of All Transactions with this Payee/Payer for This Schedule		$9,596
SECURITY UPGRADE	01/27/2022	$5,244

Name and Address
(A)

SOUNDPHASE INC
STE 103
715 DANBURY RD
RIDGEFIELD
CT
06877

Type or Classification
(B)

AV VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,712
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,712
OFFICE EQUIPMENT	12/20/2021	$10,712

Name and Address
(A)

THE SHORE PRESS

22 BATHESDA LANE
SAYVILLE
NY
11782

Type or Classification
(B)

PRINTING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,946
Total of All Transactions with this Payee/Payer for This Schedule		$7,946

Name and Address
(A)

WAYFAIR INC
7TH FLOOR
FOUR COPLEY PLACE
BOSTON
MA
02116

Type or Classification
(B)

OFFICE SUPPLY VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,530
Total of All Transactions with this Payee/Payer for This Schedule		$6,530

Name and Address
(A)

WESTY SELF STORAGE

2400 MARCUS AVE
NEW HYDE PARK
NY
11042

Type or Classification
(B)

STORAGE FACILITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$28,218
Total of All Transactions with this Payee/Payer for This Schedule		$28,218

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 529-203

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: 529-203

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$7,804,897
PENSION BENEFITS	TRUST	$4,050,000
PENSION BENEFITS	TRUST	$146,740
PENSION BENEFITS	TRUST	$66,191
RETIREE PENSION BENEFITS	TRUST	$1,483,895
WELFARE BENEFITS	TRUST	$1,301,722
SECURITY BENEFITS	TRUST	$619,520
LIFE INSURANCE	INSURANCE COMPANY	$131,597
LEGAL BENEFITS	LAW FIRM	$5,232

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 529-203

Question 10: United Welfare Fund - Welfare and Security Divisions, located at 145 Huguenot St; Suite 100, New Rochelle NY 10801 provides medical, disability, death and supplemental benefits to members and their dependents. Each plan files reports under ERISA with the Employee Benefits Security Administration of the Department of Labor, EIN # 11-1823976, Plan #'s 501 and 502.

Question 11(a):

Question 11(a): : : : : : : : : : : : : United Service Workers Union has a political action committee that makes contributions to political candidates and files reports with the State of NY Board of Elections.

Question 11(b):

Question 11(b): : : : : : : : : : : : : Briarwood 138-50 Real Estate Corp. 138-50 Queens Blvd. Briarwood NY 11435. The Briarwood 138-50 Real Estate Corp. was established by the Union to hold title and manage real estate. Financial information is included in this LM2.

Question 12: Novak Francella, LLC, an independent accounting firm audits United Service Workers Union and Briarwood 138-50 Real Estate Corp.

Question 13: A wire transfer of $44,123 was made in error from the Union's checking account on 12/10/2021. The bank corrected this error and refunded the Union the full amount of the original wire transfer on 6/10/2022 & 7/07/2022.

Question 15: The Union moved offices during YE 9/30/2022 and wrote-off assets no longer in service. See schedule 3 for computer equipment and furniture and equipment written off as of 9/30/2022.

Question 18: New Constitution attached with this filing.

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 21(b) Working Assessment/Fees: The Union has two types of working assessment structures. They are, $0.30 per hour or 1% of wages.

Schedule 3: During year ended 9/30/2022, the Union sold its building at 138-50 Queens Boulevard. The total received was $15,993,750. The Union received $14,943,750 during year ended 9/30/2022. The additional $1,050,000 was a deposit received during year ended 9/30/2021 and reported on schedule 14 in last years Form LM-2. Leasehold improvements of $25,000 were purchased during year ended 9/30/2021. The asset was placed in service during year ended 9/30/2022 and $17,070 was allocated to other entities. The net amount capitalized is $7,930.

Schedule 4: Computer equipment was purchased at the cost of $54,761. Of that amount, $11,785 was allocated to other entities. Total amount capitalized is $42,976. Furniture & Equipment was purchased at the cost of $224,081. Of that amount, $100,801 was allocated to other entities. Total amount capitalized is $123,280. Leasehold Improvements were purchased at the cost of $17,578. Of that amount, $9,648 was allocated to other entities. Total amount capitalized is $7,930.



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