529-203 (LM2) 09/30/2024

U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210

FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 08-31-2026

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	10/01/2023
Through	09/30/2024

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 VI on penalties in the instructions.)

70. SIGNED:

Lori Ames

PRESIDENT

71. SIGNED:

William Sweeney

TREASURER

Date:

Dec 27, 2024

Telephone Number:

718-658-4848

Date:

Dec 27, 2024

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.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?	No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?	No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?	01/2026

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

26,047

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	$16-104	per	month	$16	$104
(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		$16,301,616	$12,424,764
23. Accounts Receivable	1	$933,279	$937,571
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$45,378,260
26. Investments	5	$51,737,752	$22,064,137
27. Fixed Assets	6	$213,712	$176,287
28. Other Assets	7	$3,450,354	$7,410,738
29. TOTAL ASSETS		$72,636,713	$88,391,757

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$461,563	$465,872
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$312,218	$389,716
34. TOTAL LIABILITIES		$773,781	$855,588

35. NET ASSETS

$71,862,932

$87,536,169

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		$16,130,943
37. Per Capita Tax		$612,078
38. Fees, Fines, Assessments, Work Permits		$779,081
39. Sale of Supplies		$0
40. Interest		$2,196,199
41. Dividends		$0
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$723,276
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$416,604
47. From Members for Disbursement on Their Behalf		$11,602
48. Other Receipts	14	$10,321,948
49. TOTAL RECEIPTS		$31,191,731

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$9,385,962
51. Political Activities and Lobbying		16	$52,599
52. Contributions, Gifts, and Grants		17	$30,624
53. General Overhead		18	$961,627
54. Union Administration		19	$234,836
55. Benefits		20	$7,416,873
56. Per Capita Tax			$2,969,949
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$13,112,430
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$437,439
64. On Behalf of Individual Members			$9,152
65. Direct Taxes			$459,507

66. Subtotal			$35,070,998
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$2,384,485
67b. Less Total Disbursed	$2,382,070
67c. Total Withheld But Not Disbursed			$2,415
68. TOTAL DISBURSEMENTS			$35,068,583

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	$937,571	$0	$0	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$937,571	$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	$39,707,077	$39,707,077	$39,836,224	$39,836,224
SHORT TERM INVESTMENTS	$25,062,978	$25,062,978	$25,062,978	$25,062,978
U.S. TREASURIES	$4,552,180	$4,552,180	$4,600,000	$4,600,000
CORPORATE BONDS	$406,030	$406,030	$377,024	$377,024
REGISTERED INVESTMENT COMPANIES	$9,685,889	$9,685,889	$9,796,222	$9,796,222

				Less Reinvestments	$39,112,948
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$723,276

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	$52,225,378	$52,225,378	$52,225,378
REGISTERED INVESTMENT COMPANIES	$1,978,554	$1,978,554	$1,978,554
U.S. TREASURIES	$20,928,347	$20,928,347	$20,928,347
SHORT TERM INVESTMENTS	$25,373,722	$25,373,722	$25,373,722
U.S. FED'L AGENCIES	$688,488	$688,488	$688,488
CORPORATE BONDS	$3,231,755	$3,231,755	$3,231,755
COMPUTER EQUIPMENT	$18,977	$18,977	$18,977
LEASHOLD IMPROVEMENT	$5,535	$5,535	$5,535

		Less Reinvestments	$39,112,948
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$13,112,430

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	$22,279,326
B. Total Book Value	$22,064,137
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

VANGUARD FEDERAL MONEY MARKET INVESTOR FUND	$5,337,571
FEDERATED HERMES GOV'T ULTRASHORT DURATION FUND	$5,288,243

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))

$22,064,137

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

$185,258

$88,257

$97,001

E. Other Fixed Assets

$221,231

$141,945

$79,286

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

$406,489

$230,202

$176,287

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))	$7,410,738
SECURITY DEPOSIT	$5,954
DUE FROM AFFILIATES	$616,966
PREPAID EXPENSES	$31,061
PROMOTIONAL ITEMS/OFFICE SUPPLY INVENTORY	$17,200
PRINCIPAL TRUST DEPOSIT ACCOUNT	$1,371
SECURITY DEPOSIT - NEW ROCHELLE	$30,020
PREPAID PENSION COST	$6,707,414
INSUFFICIENT FUNDS DEPOSIT RETURN	$752

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	$465,872	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$465,872	$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))	$389,716
UNALLOCATED PROGRAM SERVICE REVENUE	$96,509
DUE TO AFFILIATES	$91,527
PREPAID DUES INCOME	$195,156
PAYROLL WITHHOLDING	$6,524

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

$5,137

$3,018

$508,369

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

$16,200

$6,630

$1,496

$328,218

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

$2,725

$1,573

$308,190

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

$4,525

$2,268

$310,685

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

$300,743

$2,663

$1,046

$304,452

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	$1,712,633	$16,200	$21,680	$9,401	$1,759,914
Less Deductions					$647,173
Net Disbursements					$1,112,741

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

$60,387

$334

$60,721

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

AURICH , MARYKATE
ENROLLMENT
N/A

$53,116

$334

$53,450

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

AWAWDEH , ISSA
ENROLLMENT
N/A

$12,820

$259

$13,079

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

$3,600

$3,658

$129

$268,384

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

BURKE , JOHN
BOOKKEEPING
N/A

$60,967

$611

$61,578

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

BUTERA , LETIZIA
ENROLLMENT
N/A

$55,422

$352

$55,774

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

BYRNE , EDWARD
BOOKKEEPING
N/A

$144,557

$372

$144,929

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

$88,347

$1,045

$1,595

$90,987

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

DACOSTA , ROZELIA
BOOKKEEPING
N/A

$68,924

$334

$69,258

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

DEVITO , PETER B
ORGANIZER
N/A

$12,625

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

DOSCAS , ROBERT
BOOKKEEPING
N/A

$64,293

$353

$64,646

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

FARMER , BRANDON
BUSINESS AGENT
N/A

$17,120

$500

$17,620

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

FIGUEROA , CARMEN
ENROLLMENT
N/A

$86,575

$360

$86,935

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

GARCIA , STEPHANY
BOOKKEEPING
N/A

$60,211

$387

$60,598

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

$177,963

$3,005

$1,669

$182,637

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
SR ACCOUNTANT
N/A

$135,920

$360

$136,280

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 , JENNIFER
BOOKKEEPING
N/A

$75,684

$334

$76,018

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

KEATING , KAITLYN
CLERICAL
N/A

$65,184

$75

$65,259

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

$86,230

$334

$86,564

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

$149,407

$334

$149,741

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

$148,143

$3,326

$1,943

$153,412

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

$95,816

$2,152

$97,968

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

$207,243

$15,000

$8,410

$1,312

$231,965

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

$91,650

$3,691

$2,931

$98,272

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
AST CONTROLLER-OPERATIONS
N/A

$250,496

$15,000

$4,656

$1,901

$272,053

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
AST CONTROLLER-COMPLIANCE
N/A

$249,996

$15,000

$6,017

$3,230

$274,243

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

$91,293

$5,179

$96,472

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

$62,946

$334

$63,280

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

REYES , CANDIDA
ASSISTANT TO PRESIDENT
N/A

$128,431

$4,112

$132,543

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

SAVINO , STEVEN
ADMINISTRATIVE SUPPORT
N/A

$143,225

$334

$143,559

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

SCAGNELLI , JAMES
BUSINESS AGENT
N/A

$260,997

$10,509

$1,963

$273,469

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

$16,200

$6,448

$790

$327,330

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

SIMPSON-SANDERS , WILLIE
BOOKKEEPING
N/A

$86,836

$362

$87,198

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 , KELLY
ENROLLMENT
N/A

$50,995

$394

$51,389

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

$127,348

$362

$127,710

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

$39,594

$1,285

$1,717

$42,596

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

$70,114

$387

$70,501

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

$74,746

$362

$75,108

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

$53,700

$869

$54,569

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

TRIGUEROS , LUISA
RECEPTIONIST
N/A

$55,747

$362

$56,109

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

$86,911

$350

$87,261

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

$98,032

$329

$98,361

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

$82,597

$7,599

$90,196

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 %

Total Employee Disbursements	$4,597,497	$64,800	$81,170	$19,180	$4,762,647
Less Deductions					$1,737,312
Net Disbursements					$3,025,335

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)	26,047
Agency Fee Payers*	0
Total Members/Fee Payers	26,047
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS	24,966	Yes
ASSOCIATE MEMBERS	1,081	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	$10,261,908
2. Named Payer Non-itemized Receipts	$50,563
3. All Other Receipts	$9,477
4. Total Receipts	$10,321,948

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$5,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$25,624
6. Total Disbursements	$30,624

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$2,119,739
2. Named Payee Non-itemized Disbursements	$624,192
3. To Officers	$1,733,949
4. To Employees	$4,719,813
5. All Other Disbursements	$188,269
6. Total Disbursements	$9,385,962

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$610,161
2. Named Payee Non-itemized Disbursements	$261,148
3. To Officers	$3,282
4. To Employees	$21,674
5. All Other Disbursements	$65,362
6. Total Disbursements	$961,627

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	$0
5. All Other Disbursements	$4,599
6. Total Disbursements	$52,599

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$136,719
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$22,683
4. To Employees	$21,160
5. All Other Disbursements	$54,274
6. Total Disbursements	$234,836

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		$17,955
Total Non-Itemized Transactions with this Payee/Payer		$14,805
Total of All Transactions with this Payee/Payer for This Schedule		$32,760
SERVICE AGREEMENT	10/25/2023	$5,490
SERVICE AGREEMENT	12/27/2023	$5,580
SERVICE AGREEMENT	04/26/2024	$6,885

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		$560,951
Total Non-Itemized Transactions with this Payee/Payer		$828
Total of All Transactions with this Payee/Payer for This Schedule		$561,779
EXPENSE REIMBURSEMENT	10/30/2023	$21,000
EXPENSE REIMBURSEMENT	11/29/2023	$35,164
EXPENSE REIMBURSEMENT	12/27/2023	$47,863
EXPENSE REIMBURSEMENT	01/31/2024	$48,665
EXPENSE REIMBURSEMENT	02/28/2024	$68,175
EXPENSE REIMBURSEMENT	03/29/2024	$53,198
EXPENSE REIMBURSEMENT	04/30/2024	$50,999
EXPENSE REIMBURSEMENT	05/30/2024	$54,702
EXPENSE REIMBURSEMENT	06/27/2024	$54,402
EXPENSE REIMBURSEMENT	07/30/2024	$47,293
EXPENSE REIMBURSEMENT	08/28/2024	$45,091
EXPENSE REIMBURSEMENT	09/27/2024	$34,399

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		$2,213,466
Total Non-Itemized Transactions with this Payee/Payer		$388
Total of All Transactions with this Payee/Payer for This Schedule		$2,213,854
EXPENSE REIMBURSEMENT	10/30/2023	$15,822
EXPENSE REIMBURSEMENT	10/30/2023	$8,598
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	10/31/2023	$148,682
EXPENSE REIMBURSEMENT	11/29/2023	$9,089
EXPENSE REIMBURSEMENT	11/29/2023	$16,949
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	11/30/2023	$154,285
EXPENSE REIMBURSEMENT	12/27/2023	$17,594
EXPENSE REIMBURSEMENT	12/27/2023	$21,214
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	12/28/2023	$152,791
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	01/29/2024	$153,670
EXPENSE REIMBURSEMENT	01/31/2024	$19,881
EXPENSE REIMBURSEMENT	01/31/2024	$14,862
EXPENSE REIMBURSEMENT	02/28/2024	$18,801
EXPENSE REIMBURSEMENT	02/28/2024	$22,172
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	02/29/2024	$153,572
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	03/28/2024	$148,775
EXPENSE REIMBURSEMENT	03/29/2024	$17,449
EXPENSE REIMBURSEMENT	03/29/2024	$16,222
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	04/29/2024	$153,510
EXPENSE REIMBURSEMENT	04/30/2024	$20,936
EXPENSE REIMBURSEMENT	04/30/2024	$12,415
EXPENSE REIMBURSEMENT	05/30/2024	$16,551
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	05/30/2024	$152,311
EXPENSE REIMBURSEMENT	05/30/2024	$13,272
EXPENSE REIMBURSEMENT	06/27/2024	$18,826
EXPENSE REIMBURSEMENT	06/27/2024	$15,911
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	06/28/2024	$154,568
EXPENSE REIMBURSEMENT	07/30/2024	$14,314
EXPENSE REIMBURSEMENT	07/30/2024	$18,355
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	07/31/2024	$148,012
EXPENSE REIMBURSEMENT	08/28/2024	$14,842
EXPENSE REIMBURSEMENT	08/28/2024	$19,051
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	08/29/2024	$145,841
EXPENSE REIMBURSEMENT	09/27/2024	$12,763
EXPENSE REIMBURSEMENT	09/27/2024	$19,151
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY	09/27/2024	$152,409

Name and Address
(A)

MORVILLO ABRAMOWITZ GRAND

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		$410,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$410,000
LITIGATION SETTLEMENT	03/01/2024	$410,000

Name and Address
(A)

SENECA INSURANCE COMPANY
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		$63,180
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$63,180
INSURANCE REFUND	11/02/2023	$63,180

Name and Address
(A)

SERVICE PROF'L UNION LCL 726
SUITE 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		$174,601
Total Non-Itemized Transactions with this Payee/Payer		$3,155
Total of All Transactions with this Payee/Payer for This Schedule		$177,756
EXPENSE REIMBURSEMENT	10/30/2023	$12,772
EXPENSE REIMBURSEMENT	11/29/2023	$13,178
EXPENSE REIMBURSEMENT	12/27/2023	$14,375
EXPENSE REIMBURSEMENT	01/31/2024	$16,314
EXPENSE REIMBURSEMENT	02/28/2024	$17,191
EXPENSE REIMBURSEMENT	03/29/2024	$13,756
EXPENSE REIMBURSEMENT	04/30/2024	$13,632
EXPENSE REIMBURSEMENT	05/30/2024	$13,665
EXPENSE REIMBURSEMENT	06/27/2024	$15,849
EXPENSE REIMBURSEMENT	07/30/2024	$14,746
EXPENSE REIMBURSEMENT	08/28/2024	$15,646
EXPENSE REIMBURSEMENT	09/27/2024	$13,477

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		$21,678
Total of All Transactions with this Payee/Payer for This Schedule		$21,678

Name and Address
(A)

UNITED WELFARE FUND - SECURITY DIV
SUITE 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		$1,777,276
Total Non-Itemized Transactions with this Payee/Payer		$1,726
Total of All Transactions with this Payee/Payer for This Schedule		$1,779,002
EXPENSE REIMBURSEMENT	10/30/2023	$95,855
EXPENSE REIMBURSEMENT	10/30/2023	$39,324
EXPENSE REIMBURSEMENT	11/29/2023	$98,657
EXPENSE REIMBURSEMENT	11/29/2023	$42,218
EXPENSE REIMBURSEMENT	12/27/2023	$42,749
EXPENSE REIMBURSEMENT	12/27/2023	$102,884
EXPENSE REIMBURSEMENT	01/31/2024	$111,993
EXPENSE REIMBURSEMENT	01/31/2024	$49,130
EXPENSE REIMBURSEMENT	02/28/2024	$120,567
EXPENSE REIMBURSEMENT	02/28/2024	$39,086
EXPENSE REIMBURSEMENT	03/29/2024	$101,516
EXPENSE REIMBURSEMENT	03/29/2024	$36,073
EXPENSE REIMBURSEMENT	04/30/2024	$35,477
EXPENSE REIMBURSEMENT	04/30/2024	$101,135
EXPENSE REIMBURSEMENT	05/30/2024	$36,567
EXPENSE REIMBURSEMENT	05/30/2024	$103,225
EXPENSE REIMBURSEMENT	06/27/2024	$118,683
EXPENSE REIMBURSEMENT	06/27/2024	$38,434
EXPENSE REIMBURSEMENT	07/30/2024	$111,397
EXPENSE REIMBURSEMENT	07/30/2024	$36,281
EXPENSE REIMBURSEMENT	08/28/2024	$39,477
EXPENSE REIMBURSEMENT	08/28/2024	$113,435
EXPENSE REIMBURSEMENT	09/27/2024	$35,418
EXPENSE REIMBURSEMENT	09/27/2024	$127,695

Name and Address
(A)

UNITED WELFARE FUND - WELFARE DIV
SUITE 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		$4,870,412
Total Non-Itemized Transactions with this Payee/Payer		$7,126
Total of All Transactions with this Payee/Payer for This Schedule		$4,877,538
EXPENSE REIMBURSEMENT	10/30/2023	$98,309
EXPENSE REIMBURSEMENT	10/30/2023	$263,866
EXPENSE REIMBURSEMENT	11/20/2023	$102,188
EXPENSE REIMBURSEMENT	11/29/2023	$274,276
EXPENSE REIMBURSEMENT	11/29/2023	$105,545
EXPENSE REIMBURSEMENT	12/27/2023	$281,482
EXPENSE REIMBURSEMENT	12/27/2023	$106,872
EXPENSE REIMBURSEMENT	01/31/2024	$305,716
EXPENSE REIMBURSEMENT	01/31/2024	$122,825
EXPENSE REIMBURSEMENT	02/28/2024	$332,113
EXPENSE REIMBURSEMENT	02/28/2024	$97,714
EXPENSE REIMBURSEMENT	03/29/2024	$90,183
EXPENSE REIMBURSEMENT	03/29/2024	$286,320
EXPENSE REIMBURSEMENT	04/30/2024	$88,692
EXPENSE REIMBURSEMENT	04/30/2024	$278,767
EXPENSE REIMBURSEMENT	05/30/2024	$294,254
EXPENSE REIMBURSEMENT	05/30/2024	$91,417
EXPENSE REIMBURSEMENT	06/27/2024	$96,085
EXPENSE REIMBURSEMENT	06/27/2024	$322,800
EXPENSE REIMBURSEMENT	07/30/2024	$321,663
EXPENSE REIMBURSEMENT	07/30/2024	$90,703
EXPENSE REIMBURSEMENT	08/28/2024	$98,693
EXPENSE REIMBURSEMENT	08/28/2024	$320,049
EXPENSE REIMBURSEMENT	09/27/2024	$311,334
EXPENSE REIMBURSEMENT	09/27/2024	$88,546

Name and Address
(A)

USW, LOCAL 355, JATF
SUITE 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		$174,067
Total Non-Itemized Transactions with this Payee/Payer		$857
Total of All Transactions with this Payee/Payer for This Schedule		$174,924
EXPENSE REIMBURSEMENT	10/30/2023	$13,098
EXPENSE REIMBURSEMENT	11/29/2023	$13,690
EXPENSE REIMBURSEMENT	12/27/2023	$15,240
EXPENSE REIMBURSEMENT	01/31/2024	$16,514
EXPENSE REIMBURSEMENT	02/28/2024	$19,347
EXPENSE REIMBURSEMENT	03/29/2024	$12,724
EXPENSE REIMBURSEMENT	04/30/2024	$13,839
EXPENSE REIMBURSEMENT	05/30/2024	$12,898
EXPENSE REIMBURSEMENT	06/27/2024	$15,563
EXPENSE REIMBURSEMENT	07/30/2024	$13,849
EXPENSE REIMBURSEMENT	08/28/2024	$14,634
EXPENSE REIMBURSEMENT	09/27/2024	$12,671

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		$11,921
Total of All Transactions with this Payee/Payer for This Schedule		$11,921

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$30,636
Total of All Transactions with this Payee/Payer for This Schedule		$30,636

Name and Address
(A)

AMAZON.COM

410 TERRY AVE N
SEATTLE
WA
98109

Type or Classification
(B)

OFFICE SUPPLY PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,555
Total of All Transactions with this Payee/Payer for This Schedule		$18,555

Name and Address
(A)

APPLE INC.
846095

DALLAS
TX
75284

Type or Classification
(B)

COMPUTER SUPPLY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,052
Total of All Transactions with this Payee/Payer for This Schedule		$10,052

Name and Address
(A)

ASI SPORTSWEAR

460 WAVERLY AVENEUE
PATCHOGUE
NY
11772

Type or Classification
(B)

APPAREL VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,792
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$11,792
PROMOTIONAL ITEMS	01/31/2024	$11,792

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		$46,892
Total of All Transactions with this Payee/Payer for This Schedule		$46,892

Name and Address
(A)

ATLANTIC TOMORROWS OFFICE
5149

WHITE PLAINS
NY
10602

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		$13,264
Total of All Transactions with this Payee/Payer for This Schedule		$13,264

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		$20,038
Total of All Transactions with this Payee/Payer for This Schedule		$20,038

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		$5,768
Total Non-Itemized Transactions with this Payee/Payer		$1,711
Total of All Transactions with this Payee/Payer for This Schedule		$7,479
AUTO LEASE	10/26/2023	$5,768

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)

BAGEL ZONE

243 MAIN STREET
NEW ROCHELLE
NY
10801

Type or Classification
(B)

CATERER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,081
Total of All Transactions with this Payee/Payer for This Schedule		$7,081

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		$66,554
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$66,554
INVESTMENT FEES	10/19/2023	$8,445
INVESTMENT FEES	10/23/2023	$5,983
INVESTMENT FEES	02/15/2024	$7,829
INVESTMENT FEES	02/15/2024	$8,886
INVESTMENT FEES	04/18/2024	$9,529
INVESTMENT FEES	04/18/2024	$8,952
INVESTMENT FEES	08/12/2024	$9,090
INVESTMENT FEES	08/12/2024	$7,840

Name and Address
(A)

CEDARSTREAM COMPANY
1761

CEDARTOWN
GA
30125

Type or Classification
(B)

APPAREL VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,430
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,430
PROMOTIONAL ITEMS	08/30/2024	$5,430

Name and Address
(A)

COMERICA BANK
67600

DETROIT
MI
48267

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,880
Total of All Transactions with this Payee/Payer for This Schedule		$10,880

Name and Address
(A)

COUNSEL ADVISORS, INC

3000 ROYAL COURT
NORTH HILLS
NY
11040

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,500
Total of All Transactions with this Payee/Payer for This Schedule		$5,500

Name and Address
(A)

COURTYARD MARRIOTT

10400 FERNWOOD RD
BETHESDA
MD
20817

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		$8,763
Total of All Transactions with this Payee/Payer for This Schedule		$8,763

Name and Address
(A)

DAHAB ASSOCIATES, INC.

423 SOUTH COUNTRY ROAD
BAY SHORE
NY
11706

Type or Classification
(B)

INVESTMENT ADVISOR

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)

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		$6,205
Total Non-Itemized Transactions with this Payee/Payer		$5,100
Total of All Transactions with this Payee/Payer for This Schedule		$11,305
COMPUTER UPGRADE	11/29/2023	$6,205

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		$66,180
Total Non-Itemized Transactions with this Payee/Payer		$7,231
Total of All Transactions with this Payee/Payer for This Schedule		$73,411
TELECOMMUNICATIONS SUBSCRIPTION	06/11/2024	$66,180

Name and Address
(A)

DOC U SIGN INC
735445

DALLAS
TX
75373

Type or Classification
(B)

SOFTWARE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,618
Total of All Transactions with this Payee/Payer for This Schedule		$7,618

Name and Address
(A)

DROPBOX
SUITE 200
1800 OWNES ST
SAN FRANCISCO
CA
94158

Type or Classification
(B)

COMPUTER SUPPORT PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,704
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$16,704
COMPUTER SUPPORT SUBSCRIPTION	09/27/2024	$16,704

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		$47,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$47,500
BENEFITS CONSULTANT RETAINER	10/02/2023	$11,500
BENEFITS CONSULTANT RETAINER	02/15/2024	$12,000
BENEFITS CONSULTANT RETAINER	04/01/2024	$12,000
BENEFITS CONSULTANT RETAINER	07/09/2024	$12,000

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		$25,382
Total of All Transactions with this Payee/Payer for This Schedule		$25,382

Name and Address
(A)

FP FINANCE PROGRAM
660831

DALLAS
TX
75266

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		$20,578
Total of All Transactions with this Payee/Payer for This Schedule		$20,578

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		$6,024
Total of All Transactions with this Payee/Payer for This Schedule		$6,024

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		$5,848
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,848
AUTO LEASE	11/27/2023	$5,848

Name and Address
(A)

HOMEWOOD SUITES

7930 JONES BRANCH DR
MCLEAN
VA
22102

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		$5,744
Total of All Transactions with this Payee/Payer for This Schedule		$5,744

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		$368,046
Total Non-Itemized Transactions with this Payee/Payer		$3,361
Total of All Transactions with this Payee/Payer for This Schedule		$371,407
EXPENSE REIMBURSEMENT	10/27/2023	$23,605
EXPENSE REIMBURSEMENT	11/28/2023	$23,622
EXPENSE REIMBURSEMENT	12/19/2023	$26,563
EXPENSE REIMBURSEMENT	01/29/2024	$35,844
EXPENSE REIMBURSEMENT	02/28/2024	$37,009
EXPENSE REIMBURSEMENT	03/27/2024	$31,542
EXPENSE REIMBURSEMENT	04/25/2024	$30,641
EXPENSE REIMBURSEMENT	05/28/2024	$28,429
EXPENSE REIMBURSEMENT	06/19/2024	$39,075
EXPENSE REIMBURSEMENT	07/17/2024	$28,549
EXPENSE REIMBURSEMENT	08/23/2024	$32,588
EXPENSE REIMBURSEMENT	09/20/2024	$30,579

Name and Address
(A)

J.J. PIERSON

51 JFK PARKWAY
SHORT HILLS
NJ
07078

Type or Classification
(B)

ARBITRATOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,875
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,875
ARBITRATION	06/14/2024	$5,875

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,080
Total of All Transactions with this Payee/Payer for This Schedule		$10,080

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,578
Total of All Transactions with this Payee/Payer for This Schedule		$9,578

Name and Address
(A)

KAREN C. FERRIZZ

63 LAMAR ST
WEST BABYLON
NY
11704

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		$5,060
Total of All Transactions with this Payee/Payer for This Schedule		$5,060

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		$28,244
Total of All Transactions with this Payee/Payer for This Schedule		$28,244

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,368
Total of All Transactions with this Payee/Payer for This Schedule		$7,368

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		$109,447
Total Non-Itemized Transactions with this Payee/Payer		$2,409
Total of All Transactions with this Payee/Payer for This Schedule		$111,856
LEGAL SERVICES	11/14/2023	$8,393
LEGAL SERVICES	12/12/2023	$17,670
LEGAL SERVICES	03/22/2024	$14,255
LEGAL SERVICES	04/16/2024	$11,400
LEGAL SERVICES	06/11/2024	$11,754
LEGAL SERVICES	07/17/2024	$25,560
LEGAL SERVICES	08/09/2024	$13,153
LEGAL SERVICES	09/09/2024	$7,262

Name and Address
(A)

NATIONAL DIVERSIFIED

1274 OCEAN PKWY
BROOKLYN
NY
11230

Type or Classification
(B)

APPAREL VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,239
Total of All Transactions with this Payee/Payer for This Schedule		$7,239

Name and Address
(A)

NEW YORK CITY BUSINESS INTEGRITY COMMISSION

100 CHURCH STREET
NEW YORK
NY
10007

Type or Classification
(B)

GOVT AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,800
Total of All Transactions with this Payee/Payer for This Schedule		$5,800

Name and Address
(A)

NEW YORK CITY TRANSIT

2 BROADWAY - ROOM #A1-09
NEW YORK
NY
10004

Type or Classification
(B)

TRANSIT AUTHORITY-MEMBER TRAINING PROGRAM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,152
Total of All Transactions with this Payee/Payer for This Schedule		$9,152

Name and Address
(A)

NOITU

148-06 HILLSIDE AVE
JAMAICA
NY
11435

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		$19,947
Total of All Transactions with this Payee/Payer for This Schedule		$19,947

Name and Address
(A)

NPEU
64

HOLBROOK
NY
11741

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$128,192
Total Non-Itemized Transactions with this Payee/Payer		$31,209
Total of All Transactions with this Payee/Payer for This Schedule		$159,401
SERVICE AGREEMENT	10/18/2023	$9,717
SERVICE AGREEMENT	11/28/2023	$9,702
SERVICE AGREEMENT	12/20/2023	$9,818
SERVICE AGREEMENT	01/29/2024	$15,090
SERVICE AGREEMENT	02/28/2024	$9,816
SERVICE AGREEMENT	03/11/2024	$9,854
SERVICE AGREEMENT	04/19/2024	$9,686
SERVICE AGREEMENT	05/24/2024	$9,726
SERVICE AGREEMENT	06/28/2024	$15,145
SERVICE AGREEMENT	09/05/2024	$9,825
SERVICE AGREEMENT	09/05/2024	$9,906
SERVICE AGREEMENT	09/19/2024	$9,907

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		$15,462
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,462
INSURANCE PREMIUM	08/21/2024	$5,856
INSURANCE PREMIUM	06/20/2024	$9,606

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		$26,928
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$26,928
INSURANCE PREMIUM	10/13/2023	$26,928

Name and Address
(A)

POSTALIA
#200
140 N MITCHELL CT
ADDISON
IL
60101

Type or Classification
(B)

POSTAGE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$63,155
Total of All Transactions with this Payee/Payer for This Schedule		$63,155

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		$68,445
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$68,445
MEMBERSHIP MAILING	11/21/2023	$6,309
NEWSLETTER MAILING	12/13/2023	$29,287
NEWSLETTER MAILING	06/20/2024	$32,849

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		$30,702
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$30,702
ADMINISTRATION FEES	10/16/2023	$7,738
ADMINISTRATION FEES	01/09/2024	$7,738
ADMINISTRATION FEES	04/08/2024	$7,488
ADMINISTRATION FEES	07/08/2024	$7,738

Name and Address
(A)

PROSKAUER

11 TIMES SQUARE
NEW YORK
NY
10036

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,556
Total Non-Itemized Transactions with this Payee/Payer		$1,350
Total of All Transactions with this Payee/Payer for This Schedule		$8,906
LEGAL SERVICES	10/17/2023	$7,556

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		$273,032
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$273,032
LEGAL RETAINER	10/02/2023	$22,524
LEGAL RETAINER	11/02/2023	$22,678
LEGAL RETAINER	12/04/2023	$22,769
LEGAL RETAINER	01/03/2024	$22,890
LEGAL RETAINER	02/01/2024	$23,128
LEGAL RETAINER	03/01/2024	$22,695
LEGAL RETAINER	04/01/2024	$22,674
LEGAL RETAINER	05/02/2024	$22,984
LEGAL RETAINER	06/03/2024	$22,548
LEGAL RETAINER	07/02/2024	$22,727
LEGAL RETAINER	08/01/2024	$22,859
LEGAL RETAINER	09/04/2024	$22,556

Name and Address
(A)

STAPLES
70242

PHILADELPHIA
PA
19176

Type or Classification
(B)

OFFICE SUPPLY PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,676
Total Non-Itemized Transactions with this Payee/Payer		$22,562
Total of All Transactions with this Payee/Payer for This Schedule		$33,238
COMPUTER EXPENSE	03/18/2024	$10,676

Name and Address
(A)

STATE FARM INSURANCE CO
588002

NORTH METRO
GA
30029

Type or Classification
(B)

INSURANCE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$17,328
Total of All Transactions with this Payee/Payer for This Schedule		$17,328

Name and Address
(A)

TECHNICAL RESOURCES

4723 CADIZ CIRCLE
WEST PALM BEACH
FL
33418

Type or Classification
(B)

REPRESENTATIONAL/ORGANZATION SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$21,363
Total of All Transactions with this Payee/Payer for This Schedule		$21,363

Name and Address
(A)

THE SHORE PRESS

2264 ELSA COURT
SCHWENKSVILLE
PA
19473

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		$25,357
Total of All Transactions with this Payee/Payer for This Schedule		$25,357

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		$7,072
Total of All Transactions with this Payee/Payer for This Schedule		$7,072

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		$834,424
Total Non-Itemized Transactions with this Payee/Payer		$3,957
Total of All Transactions with this Payee/Payer for This Schedule		$838,381
EXPENSE REIMBURSEMENT	10/27/2023	$64,402
EXPENSE REIMBURSEMENT	11/07/2023	$68,598
EXPENSE REIMBURSEMENT	11/27/2023	$50,049
EXPENSE REIMBURSEMENT	12/19/2023	$79,973
EXPENSE REIMBURSEMENT	01/29/2024	$75,909
EXPENSE REIMBURSEMENT	02/26/2024	$58,769
EXPENSE REIMBURSEMENT	03/26/2024	$52,353
EXPENSE REIMBURSEMENT	04/26/2024	$53,230
EXPENSE REIMBURSEMENT	05/28/2024	$47,562
EXPENSE REIMBURSEMENT	06/19/2024	$56,695
EXPENSE REIMBURSEMENT	07/18/2024	$53,128
EXPENSE REIMBURSEMENT	08/23/2024	$118,808
EXPENSE REIMBURSEMENT	09/25/2024	$54,948

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		$7,023
Total of All Transactions with this Payee/Payer for This Schedule		$7,023

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		$21,298
Total of All Transactions with this Payee/Payer for This Schedule		$21,298

Name and Address
(A)

WILLIAM MANZANARES

4620 WESTAMERICA DR
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		$15,919
Total of All Transactions with this Payee/Payer for This Schedule		$15,919

Name and Address
(A)

ZENDESK

181 S FREMONT ST
SAN FRANCISCO
CA
94105

Type or Classification
(B)

SOFTWARE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,973
Total Non-Itemized Transactions with this Payee/Payer		$1,491
Total of All Transactions with this Payee/Payer for This Schedule		$10,464
COMPUTER SOFTWARE SUBSCRIPTIONS	05/28/2024	$8,973

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)

CITY & STATE NEW YORK
SUITE 705
44 WALL STREET
NEW YORK
NY
10005

Type or Classification
(B)

PUBLISHING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
SPONSORSHIP	07/25/2024	$5,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 529-203

Name and Address
(A)

A&A MAINTENANCE ENTERPRISE INC

965 MIDLAND AVENUE
YONKERS
NY
10704

Type or Classification
(B)

OFFICE CLEANING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,752
Total of All Transactions with this Payee/Payer for This Schedule		$10,752

Name and Address
(A)

AERO MECHANICAL OF NY INC

901 SOUTH 2ND STREET
RONKONKOMA
NY
11779

Type or Classification
(B)

HVAC COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
REFUND OF O/P	08/27/2024	$5,000

Name and Address
(A)

ASTON CARTER, INC

7301 PARKWAY DRIVE
HANOVER
MD
21076

Type or Classification
(B)

EMPLOYMENT SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$179,039
Total Non-Itemized Transactions with this Payee/Payer		$187,733
Total of All Transactions with this Payee/Payer for This Schedule		$366,772
EMPLOYMENT SERVICES	10/10/2023	$6,134
EMPLOYMENT SERVICES	10/31/2023	$5,818
EMPLOYMENT SERVICES	10/31/2023	$6,696
EMPLOYMENT SERVICES	11/24/2023	$6,696
EMPLOYMENT SERVICES	12/19/2023	$7,558
EMPLOYMENT SERVICES	01/05/2024	$6,026
EMPLOYMENT SERVICES	01/30/2024	$5,947
EMPLOYMENT SERVICES	01/30/2024	$7,132
EMPLOYMENT SERVICES	01/30/2024	$7,408
EMPLOYMENT SERVICES	02/14/2024	$6,831
EMPLOYMENT SERVICES	02/21/2024	$6,572
EMPLOYMENT SERVICES	02/21/2024	$6,831
EMPLOYMENT SERVICES	03/04/2024	$6,070
EMPLOYMENT SERVICES	03/06/2024	$6,208
EMPLOYMENT SERVICES	03/13/2024	$6,048
EMPLOYMENT SERVICES	03/26/2024	$6,672
EMPLOYMENT SERVICES	04/02/2024	$5,560
EMPLOYMENT SERVICES	04/02/2024	$7,150
EMPLOYMENT SERVICES	04/19/2024	$5,163
EMPLOYMENT SERVICES	04/19/2024	$5,163
EMPLOYMENT SERVICES	05/02/2024	$5,163
EMPLOYMENT SERVICES	05/30/2024	$5,089
EMPLOYMENT SERVICES	05/30/2024	$5,163
EMPLOYMENT SERVICES	05/30/2024	$5,163
EMPLOYMENT SERVICES	06/07/2024	$5,163
EMPLOYMENT SERVICES	06/20/2024	$5,163
EMPLOYMENT SERVICES	06/27/2024	$5,019
EMPLOYMENT SERVICES	07/09/2024	$5,163
EMPLOYMENT SERVICES	07/16/2024	$5,107
EMPLOYMENT SERVICES	07/18/2024	$5,163

Name and Address
(A)

COFFEE DISTRIBUTING CORP.
766

GARDEN CITY PARK
NY
11040

Type or Classification
(B)

SUPPLY VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,043
Total of All Transactions with this Payee/Payer for This Schedule		$10,043

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		$10,511
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,511
ACCOUNTING	08/21/2024	$10,511

Name and Address
(A)

DSD BUSINESS SYSTEMS
SUITE 400
8787 COMPLEX DRIVE
SAN DIEGO
CA
92123

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,394
Total of All Transactions with this Payee/Payer for This Schedule		$7,394

Name and Address
(A)

GHP 145 HUGUENOT DELAWARE LLC
SUITE 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		$178,407
Total Non-Itemized Transactions with this Payee/Payer		$6,760
Total of All Transactions with this Payee/Payer for This Schedule		$185,167
OFFICE RENTAL	10/24/2023	$14,449
OFFICE RENTAL	11/21/2023	$14,449
OFFICE RENTAL	12/19/2023	$14,449
OFFICE RENTAL	01/22/2024	$14,833
OFFICE RENTAL	02/20/2024	$14,833
OFFICE RENTAL	03/18/2024	$14,833
OFFICE RENTAL	04/23/2024	$14,833
OFFICE RENTAL	05/21/2024	$14,833
OFFICE RENTAL	06/24/2024	$14,833
OFFICE RENTAL	07/23/2024	$14,833
OFFICE RENTAL	09/04/2024	$16,396
OFFICE RENTAL	09/24/2024	$14,833

Name and Address
(A)

GRAMMARLY
SUITE 35410
548 MARKET ST
SAN FRANCISCO
CA
94104

Type or Classification
(B)

COMMUNICATIONS VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,800
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$9,800
SOFTWARE SUBSCRIPTION	10/26/2023	$9,800

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		$49,366
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$49,366
INSURANCE PREMIUM	01/10/2024	$33,264
INSURANCE PREMIUM	07/31/2024	$8,212
INSURANCE PREMIUM	07/31/2024	$7,890

Name and Address
(A)

JOSE CABEREA

145 HUGUENOT ST
NEW ROCHELLE
NY
10801

Type or Classification
(B)

MAINTENANCE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,760
Total of All Transactions with this Payee/Payer for This Schedule		$6,760

Name and Address
(A)

LEASE & LABAU INC
SUITE 2040
250 PARK AVE
NEW YORK
NY
10177

Type or Classification
(B)

EMPLOYMENT SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$38,750
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$38,750
EMPLOYMENT SERVICES	11/30/2023	$38,750

Name and Address
(A)

LINKEDIN CORP

62228 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		$12,966
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$12,966
EMPLOYMENT SERVICES	01/03/2024	$7,584
EMPLOYMENT SERVICES	01/03/2024	$5,382

Name and Address
(A)

MALWAREBYTES CORP
73611

DALLAS
TX
75373

Type or Classification
(B)

COMPUTER SECURITY PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,882
Total Non-Itemized Transactions with this Payee/Payer		$783
Total of All Transactions with this Payee/Payer for This Schedule		$10,665
COMPUTER SECURITY SUBSCRIPTION	05/17/2024	$9,882

Name and Address
(A)

NOVAK FRANCELLA, LLC

40 MONUMENT ROAD
BALA CYNWYD
PA
19004

Type or Classification
(B)

ACCOUNTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$111,407
Total Non-Itemized Transactions with this Payee/Payer		$5,068
Total of All Transactions with this Payee/Payer for This Schedule		$116,475
ACCOUNTING	10/10/2023	$7,500
ACCOUNTING	11/07/2023	$7,500
ACCOUNTING	12/05/2023	$7,500
ACCOUNTING	01/05/2024	$7,500
ACCOUNTING	02/06/2024	$7,500
ACCOUNTING	03/07/2024	$7,500
ACCOUNTING	03/22/2024	$12,000
ACCOUNTING	04/05/2024	$7,500
ACCOUNTING	04/16/2024	$9,407
ACCOUNTING	05/22/2024	$7,500
ACCOUNTING	06/19/2024	$7,500
ACCOUNTING	07/19/2024	$7,500
ACCOUNTING	08/21/2024	$7,500
ACCOUNTING	09/18/2024	$7,500

Name and Address
(A)

STERICYCLE, INC.

28883 NETWORK PLACE
CHICAGO
IL
60673

Type or Classification
(B)

SHREDDING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,033
Total Non-Itemized Transactions with this Payee/Payer		$25,855
Total of All Transactions with this Payee/Payer for This Schedule		$30,888
SHREDDING SERVICES	10/23/2023	$5,033

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 529-203

Name and Address
(A)

VILLA ROMA RESORT & HOTEL

340 VILLA ROMA RD
CALLICOON
NY
12723

Type or Classification
(B)

HOTEL/CONFERENCE CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$136,719
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$136,719
STEWARD/MEM EDUC. BENEFIT CONF	05/21/2024	$15,000
STEWARD/MEM EDUC. BENEFIT CONF	08/30/2024	$110,000
STEWARD/MEM EDUC. BENEFIT CONF	09/25/2024	$11,719

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.)		$7,416,873
PENSION BENEFITS	TRUST	$4,050,000
PENSION BENEFITS	TRUST	$173,803
PENSION BENEFITS	TRUST	$72,116
RETIREE PENSION BENEFITS	TRUST	$1,161,480
WELFARE BENEFITS	TRUST	$1,363,488
SECURITY BENEFITS	TRUST	$541,385
LIFE INSURANCE	INSURANCE COMPANY	$48,980
LEGAL BENEFITS	LAW FIRM	$5,621

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; Ste 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.

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 Assessments/Fees: The Union has two types of working assessment structures. They are, $0.30 per hour or 1% of wages. Line 25: U.S. Treasuries at 9/30/2024 have a cost of $45,540,847 and a market value of $45,378,260.



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