022-853 (LM2) 12/31/2022

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
022-853

2. PERIOD COVERED
From	01/01/2022
Through	12/31/2022

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 ELECTRICAL WORKERS IBEW AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 465
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name NATE	Last Name FAIRMAN
P.O Box - Building and Room Number
Number and Street 7444 TRADE STREET
City SAN DIEGO
State CA	ZIP Code + 4 921213413

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:

Chris Simmons

PRESIDENT

71. SIGNED:

Blain E Adams-Denner

TREASURER

Date:

Mar 31, 2023

Telephone Number:

858-536-7444

Date:

Mar 31, 2023

Telephone Number:

858-536-7444

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

ITEMS 10 THROUGH 21

FILE NUMBER: 022-853

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	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?	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?	06/2023

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

2,703

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	20-39	per	mONTH	20	39
(b) Working Dues/Fees	1% GROSS WAGES	per	MONTH	1%	1%
(c) Initiation Fees	N/A	per	N/A	N/A	N/A
(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: 022-853

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$733,635	$356,725
23. Accounts Receivable	1		$0
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$0	$0
27. Fixed Assets	6	$670,885	$648,955
28. Other Assets	7	$0	$0
29. TOTAL ASSETS		$1,404,520	$1,005,680

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$0	$0
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$101,740	$115,645
34. TOTAL LIABILITIES		$101,740	$115,645

35. NET ASSETS

$1,302,780

$890,035

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 022-853

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$2,692,212
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$7,971
40. Interest		$552
41. Dividends		$3,376
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$22,500
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$2,030
48. Other Receipts	14	$23,011
49. TOTAL RECEIPTS		$2,751,652

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,113,650
51. Political Activities and Lobbying		16	$0
52. Contributions, Gifts, and Grants		17	$11,548
53. General Overhead		18	$647,560
54. Union Administration		19	$120,383
55. Benefits		20	$137,067
56. Per Capita Tax			$967,158
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$50,052
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$9,500
65. Direct Taxes			$78,638

66. Subtotal			$3,135,556
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$307,569
67b. Less Total Disbursed	$300,575
67c. Total Withheld But Not Disbursed			$6,994
68. TOTAL DISBURSEMENTS			$3,128,562

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 022-853

Entity or Individual Name (A)	Total Account Receivable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Receivable (E)
Total of all itemized accounts receivable	$0	$0	$0	$0
Totals from all other accounts receivable
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$0	$0	$0	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 022-853

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)

Loans
Outstanding at
Start of Period
(B)

Loans Made
During Period
(C)

Repayments Received During Period
Cash (D)(1)	Other Than Cash (D)(2)

Loans
Outstanding at
End of Period
(E)

Total of loans not listed above

Total of all lines above

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: 022-853

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Gross Sales Price (D)	Amount Received (E)
Total of all lines above	$52,942	$19,125	$22,500	$22,500
VEHICLE	$23,181	$19,125	$22,000	$22,000
VEHICLE	$29,761	$0	$500	$500

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$22,500

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 022-853

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$50,052	$50,052	$50,052
VEHICLE	$44,996	$44,996	$44,996
FURNITURE AND EQUIPMENT	$5,056	$5,056	$5,056

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$50,052

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 022-853

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

Other Investments
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E. Also, list each subsidiary for which separate reports are attached.

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 022-853

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 7444 TRADE STREET, SAN DIEGO, CA	$306,097		$306,097	$306,097

B. Buildings (give location)
Building 1 : 7444 TRADE STREET, SAN DIEGO, CA	$370,500	$223,967	$146,533	$146,533

C. Automobiles and Other Vehicles

$145,531

$91,784

$53,747

D. Office Furniture and Equipment

$78,963

$29,129

$49,834

E. Other Fixed Assets

$219,708

$126,964

$92,744

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

$1,120,799

$471,844

$648,955

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 022-853

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$0

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 022-853

Entity or Individual Name (A)	Total Account Payable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Payable (E)
Total for all itemized accounts payable	$0	$0	$0	$0
Total from all other accounts payable	$0	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$0	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 022-853

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 022-853

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$115,645
DUE TO INTERNATIONAL	$67,329
ACCRUED PENSION	$7,610
ACCRUED COMPENSATED ABSENSES	$28,140
PAYROLL LIABILITIES	$12,566

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 022-853

(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

FAIRMAN , NATE
BUSINESS MANAGER/FIN SEC
C

$255,957

$1,550

$21,635

$279,142

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

TASEM , MICHAEL
TREASURER
P

$210

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

SIMMONS , CHRIS
PRESIDENT
C

$42,165

$550

$1,164

$43,879

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

ALVARADO , MAYRA
RECORDING SEC/ EXEC BOARD
C

$26,888

$550

$145

$27,583

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

FUENTES , MARK
EXECUTIVE BOARD
C

$28,268

$80

$28,348

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

GETTO , AMY
EXECUTIVE BOARD
C

$50,168

$679

$50,847

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

DOMBROSKI , JAYSON
EXECUTIVE BOARD
C

$535

$66

$601

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

MARSHALL , JIM
EXECUTIVE BOARD
P

$1,238

$132

$1,370

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

PIRAINO , PETE
EXECUTIVE BOARD
C

$30,243

$105

$30,348

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

GOMEZ , ARTURO
EXECUTIVE BOARD
C

$4,655

$900

$145

$5,700

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

VARGAS , ANDRES
EXECUTIVE BOARD
C

$2,001

$100

$2,101

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

DAMIAN , LOUIS
EXECUTIVE BOARD
C

$461

$148

$609

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

PERDOMO , CESAR
EXECUTIVE BOARD/ BUS REP
C

$65,333

$4,460

$69,793

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

HERRING , BORIS
VICE PRESIDENT
C

$32,812

$350

$33,170

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

ARAUZ , ANABEL
RECORDING SEC/ BUS REP
P

$74,278

$500

$74,778

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

MARQUEZ , CECILIA
RECORDING SECRETARY
N

$7,265

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

ADAMS-DENNER , BLAIN
TREASURER
N

$1,934

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

Total Officer Disbursements	$624,411	$4,400	$28,867	$0	$657,678
Less Deductions					$124,550
Net Disbursements					$533,128

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 022-853

(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

DIAZ , RAUL
SR ASSISTANT BUSINESS MGR
NONE

$223,802

$1,150

$13,008

$237,960

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

FISH , MATTHEW
ASSISTANT BUSINESS MGR
NONE

$158,704

$700

$648

$160,052

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

TERESCHUK , KRISTEN
ADMINISTRATIVE
NONE

$117,613

$450

$323

$118,386

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

LORONA , MARIA
BUSINESS REPRESENTATIVE
NONE

$64,592

$420

$3,878

$68,890

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

0 %

A
B
C

GORDON , KRISTEN
ADMINSTRATIVE
NONE

$54,222

$413

$93

$54,728

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$11,137

$38

$43

$11,218

Schedule 15
Representational Activities

20 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

80 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$630,070	$3,171	$17,993	$0	$651,234
Less Deductions					$183,019
Net Disbursements					$468,215

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 022-853

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	2,703
Agency Fee Payers*
Total Members/Fee Payers	2,703
*Agency Fee Payers are not considered members of the labor organization.
TYPE A	423	Yes
TYPE B	2,280	Yes

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 022-853

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$0
2. Named Payer Non-itemized Receipts	$0
3. All Other Receipts	$23,011
4. Total Receipts	$23,011

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	$11,548
6. Total Disbursements	$11,548

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$83,660
2. Named Payee Non-itemized Disbursements	$35,795
3. To Officers	$562,042
4. To Employees	$382,655
5. All Other Disbursements	$49,498
6. Total Disbursements	$1,113,650

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$107,815
2. Named Payee Non-itemized Disbursements	$160,054
3. To Officers	$27,914
4. To Employees	$228,778
5. All Other Disbursements	$122,999
6. Total Disbursements	$647,560

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
6. Total Disbursements	$0

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$5,609
2. Named Payee Non-itemized Disbursements	$4,872
3. To Officers	$67,726
4. To Employees	$39,801
5. All Other Disbursements	$2,375
6. Total Disbursements	$120,383

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 022-853

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 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 022-853

Name and Address
(A)

MONICA VALADEZ

7444 TRADE STREET
SAN DIEGO
CA
92121

Type or Classification
(B)

NEGOTIATIONS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,059
Total of All Transactions with this Payee/Payer for This Schedule		$5,059

Name and Address
(A)

OCHOA LEGAL GROUP

3737 CAMINO DEL RIO S, 407
SAN DIEGO
CA
92108

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$83,660
Total Non-Itemized Transactions with this Payee/Payer		$13,620
Total of All Transactions with this Payee/Payer for This Schedule		$97,280
LEGAL SERVICES	02/02/2022	$25,320
LEGAL SERVICES	05/14/2022	$7,540
LEGAL SERVICES	07/06/2022	$5,400
LEGAL SERVICES	09/22/2022	$23,380
LEGAL SERVICES	11/09/2022	$10,100
LEGAL SERVICES	12/05/2022	$11,920

Name and Address
(A)

SOUTHWEST AIRLINES

DALLAS
TX

Type or Classification
(B)

AIRLINE TRAVEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,116
Total of All Transactions with this Payee/Payer for This Schedule		$17,116

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 022-853

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: 022-853

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: 022-853

Name and Address
(A)

AMAZON.COM, INC

SEATTLE
WA

Type or Classification
(B)

RETAILER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,001
Total of All Transactions with this Payee/Payer for This Schedule		$7,001

Name and Address
(A)

AMTRUST NORTH AMERICA

CLEVELAND
OH

Type or Classification
(B)

INSURANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$24,607
Total of All Transactions with this Payee/Payer for This Schedule		$24,607

Name and Address
(A)

AT&T

CAROL STREAM
IL

Type or Classification
(B)

TELEPHONE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$32,327
Total of All Transactions with this Payee/Payer for This Schedule		$32,327

Name and Address
(A)

COMMERCE WEST BANK

IRVINE
CA

Type or Classification
(B)

BANK

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,860
Total of All Transactions with this Payee/Payer for This Schedule		$6,860

Name and Address
(A)

COSTCO WHOLESALE

ISSAQUAH
WA

Type or Classification
(B)

RETAILER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$16,296
Total of All Transactions with this Payee/Payer for This Schedule		$16,296

Name and Address
(A)

DEFRANCE PRINTING

320 W 17TH ST
NATIONAL CITY
CA

Type or Classification
(B)

PRINTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,352
Total Non-Itemized Transactions with this Payee/Payer		$6,593
Total of All Transactions with this Payee/Payer for This Schedule		$12,945
PRINTING	12/05/2022	$6,352

Name and Address
(A)

KEY MSP
34383

SAN DIEGO
CA
92163

Type or Classification
(B)

IT SUPPORT - COMPUTERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,724
Total of All Transactions with this Payee/Payer for This Schedule		$6,724

Name and Address
(A)

LAVINE LOFGREN MORRIS AND ENGELBERG

4180 LA JOLLA VILLAGE
LA JOLLA
CA
72037

Type or Classification
(B)

OUTSIDE ACCOUNTANT/AUDITOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$14,500
AUDIT FEES	02/16/2022	$5,000
AUDIT FEES	03/08/2022	$9,500

Name and Address
(A)

MARSH AND MCLENNAN AGENCY
740663

LOS ANGELES
CA
70074

Type or Classification
(B)

INSURANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,644
Total Non-Itemized Transactions with this Payee/Payer		$4,691
Total of All Transactions with this Payee/Payer for This Schedule		$26,335
INSURANCE	10/07/2022	$10,822
INSURANCE	01/20/2022	$10,822

Name and Address
(A)

MILLER KAPLAN ARASE LLP

4123 LANKERSHIM BLVD
NORTH HOLLYWOOD
CA
91602

Type or Classification
(B)

OUTSIDE ACCOUNTANT/AUDITOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$29,570
Total Non-Itemized Transactions with this Payee/Payer		$10,400
Total of All Transactions with this Payee/Payer for This Schedule		$39,970
AUDIT AND ACCOUNTING FEES	04/13/2022	$17,200
AUDIT AND ACCOUNTING FEES	08/15/2022	$6,000
AUDIT AND ACCOUNTING FEES	11/18/2022	$6,370

Name and Address
(A)

REAL ESTATE TEAM EXPERTS

1503 N IMPERIAL AVE, STE 10
EL CENTRO
CA
92243

Type or Classification
(B)

RENT IMPERIAL VALLEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$18,500
Total of All Transactions with this Payee/Payer for This Schedule		$18,500

Name and Address
(A)

SAN DIEGO GAS AND ELECTRIC

SAN DIEGO
CA

Type or Classification
(B)

UTILITIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,217
Total of All Transactions with this Payee/Payer for This Schedule		$8,217

Name and Address
(A)

SAN DIEGO PADRES MLB

SAN DIEGO
CA

Type or Classification
(B)

SPORTING EVENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,900
Total Non-Itemized Transactions with this Payee/Payer		$1,000
Total of All Transactions with this Payee/Payer for This Schedule		$23,900
SPORTING EVENT	07/07/2022	$22,900

Name and Address
(A)

SEMINOLE PROMOTION PRODUCTS

750 NORTHLAKE BLVD, STE 102
ALTAMONTE SPRINGS
FL
32701

Type or Classification
(B)

MERCHANDISE PRINTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,849
Total Non-Itemized Transactions with this Payee/Payer		$9,169
Total of All Transactions with this Payee/Payer for This Schedule		$22,018
MERCHANDISE PRINTING	03/08/2022	$6,044
MERCHANDISE PRINTING	09/08/2022	$6,805

Name and Address
(A)

THE CALVERT COMPANY

215 PINEDA STREET, STE 185
LONGWOOD
FL
32750

Type or Classification
(B)

MERCHANDISE PRINTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,669
Total of All Transactions with this Payee/Payer for This Schedule		$7,669

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 022-853

Name and Address
(A)

CALIFORNIA ELECTIONS COMPANY
302021

ESCONDIDO
CA
92030-2021

Type or Classification
(B)

ELECTION SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,609
Total Non-Itemized Transactions with this Payee/Payer		$4,872
Total of All Transactions with this Payee/Payer for This Schedule		$10,481
ELECTION SERVICES	06/17/2022	$5,609

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 022-853

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$137,067
HEALTH BENEFITS	SDT/IBEW 465 SECURITY FUND	$18,137
HEALTH BENEFITS	SAN DIEGO TEAMSTERS	$44,800
PENSION BENEFITS	SD LABOR UNION 401(K)	$64,630
DEATH BENEFITS	MEMBERS	$9,500

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 022-853

Question 10: SAN DIEGO TRANSIT I.B.E.W. LOCAL 465 SECURITY FUND SAN DIEGO TRANSIT CORPORATION EMPLOYEE RETIREMENT PLAN RETIREMENT PLAN FOR I.B.E.W. CONTRACT EMPLOYEES OFSAN DIEGO TRANSIT CORPORATION TO PROVIDE HEALTH AND PENSION BENEFITS TO MEMBERS

Question 12: AN AUDIT OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2022 WAS PERFORMED BY INDEPENDENT AUDITOR MILLER KAPLAN ARASE LLP, 4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602

Question 15: THE LOCAL UNION GAVE AWAY $1,020 WORTH OF PROMOTIONAL ITEMS SUCH AS SHIRTS, HATS AND FACEMASKS.

Question 18: THE LOCAL UNION'S BY-LAWS WERE AMENDED ON JANUARY 5, 2022.

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row1:

Schedule 13, Row1:FULL MEMBER WITH PENSION

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:FULL MEMBER WITHOUT PENSION

General Information:

Schedule 11: DURING THE BEGINNING OF THE YEAR, MAYRA ALVARADO WAS RECORDING SECRETARY. SUBSEQUENTLY THIS ROLE WAS FILLED BY ANABEL ARAUZ. LATER THIS ROLE WAS FILLED BY CECILIA MARQUEZ THROUGH THE END OF THE YEAR.



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