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
From10/01/2023
Through09/30/2024
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 AmesPRESIDENT71. SIGNED:William SweeneyTREASURER
Date:Dec 27, 2024Telephone Number:718-658-4848Date:Dec 27, 2024Telephone 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/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees$16-104permonth$16$104
(b) Working Dues/Fees$0.30perhour$0.30$0.30
(c) Initiation Fees$50-500permember$50$500
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/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 Receivable1$933,279$937,571
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$45,378,260
26. Investments5$51,737,752$22,064,137
27. Fixed Assets6$213,712$176,287
28. Other Assets7$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 Payable8$461,563$465,872
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$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 RECEIPTSSCHAMOUNT
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 Assets3$723,276
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $416,604
47. From Members for Disbursement on Their Behalf $11,602
48. Other Receipts14$10,321,948
49. TOTAL RECEIPTS $31,191,731
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$9,385,962
51. Political Activities and Lobbying16$52,599
52. Contributions, Gifts, and Grants17$30,624
53. General Overhead18$961,627
54. Union Administration19$234,836
55. Benefits20$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 Assets4$13,112,430
61. Loans Made2$0
62. Repayment of Loans Obtained9$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$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A)
Item 61Item 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)$0$0$0$0
C. Automobiles and Other Vehicles$0$0$0$0
D. Office Furniture and Equipment$185,258$88,257$97,001$97,001
E. Other Fixed Assets$221,231$141,945$79,286$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$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 44Item 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
(C)
Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
AMES ,  LORI  
PRESIDENT
C
$500,214$0$5,137$3,018$508,369
I
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
I
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$0$2,725$1,573$308,190
I
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$0$4,525$2,268$310,685
I
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$0$2,663$1,046$304,452
I
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
(C)
Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
ANDRADE ,  TATIANA  
ENROLLMENT
N/A
$60,387$0$334$0$60,721
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
AURICH ,  MARYKATE  
ENROLLMENT
N/A
$53,116$0$334$0$53,450
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
AWAWDEH ,  ISSA  
ENROLLMENT
N/A
$12,820$0$259$0$13,079
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
BARRY ,  KEVIN  
BUSINESS AGENT
N/A
$260,997$3,600$3,658$129$268,384
I
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$0$611$0$61,578
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
BUTERA ,  LETIZIA  
ENROLLMENT
N/A
$55,422$0$352$0$55,774
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
BYRNE ,  EDWARD  
BOOKKEEPING
N/A
$144,557$0$372$0$144,929
I
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$0$1,045$1,595$90,987
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
DACOSTA ,  ROZELIA  
BOOKKEEPING
N/A
$68,924$0$334$0$69,258
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
DEVITO ,  PETER   B
ORGANIZER
N/A
$12,625$0$0$0$12,625
I
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$0$353$0$64,646
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
FARMER ,  BRANDON  
BUSINESS AGENT
N/A
$17,120$0$500$0$17,620
I
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$0$360$0$86,935
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
GARCIA ,  STEPHANY  
BOOKKEEPING
N/A
$60,211$0$387$0$60,598
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
HERRON ,  MARY  
ADMINISTRATIVE SUPPORT
N/A
$177,963$0$3,005$1,669$182,637
I
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$0$360$0$136,280
I
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$0$334$0$76,018
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
KEATING ,  KAITLYN  
CLERICAL
N/A
$65,184$0$75$0$65,259
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
KHMELNITSKY ,  LAURA  
BOOKKEEPING
N/A
$86,230$0$334$0$86,564
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
LAGO ,  GIANNI  
ADMINISTRATIVE SUPPORT
N/A
$149,407$0$334$0$149,741
I
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$0$3,326$1,943$153,412
I
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$0$2,152$0$97,968
I
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
I
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$0$3,691$2,931$98,272
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
MCKELVEY ,  JAMES  
AST CONTROLLER-OPERATIONS
N/A
$250,496$15,000$4,656$1,901$272,053
I
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
I
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$0$5,179$0$96,472
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
OBANDO ,  MICHELLE  
ENROLLMENT
N/A
$62,946$0$334$0$63,280
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
REYES ,  CANDIDA  
ASSISTANT TO PRESIDENT
N/A
$128,431$0$4,112$0$132,543
I
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$0$334$0$143,559
I
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$0$10,509$1,963$273,469
I
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
I
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$0$362$0$87,198
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
SINGH ,  KELLY  
ENROLLMENT
N/A
$50,995$0$394$0$51,389
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
SINGH ,  ZORINA  
ENROLLMENT
N/A
$127,348$0$362$0$127,710
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
STAHL ,  KYLE  
ACCOUNTING
N/A
$39,594$0$1,285$1,717$42,596
I
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$0$387$0$70,501
I
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$0$362$0$75,108
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
THOMAS ,  VALERIE  
RECEPTIONIST
N/A
$53,700$0$869$0$54,569
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
TRIGUEROS ,  LUISA  
RECEPTIONIST
N/A
$55,747$0$362$0$56,109
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
VOLLMAR ,  DOLORES  
ENROLLMENT
N/A
$86,911$0$350$0$87,261
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
YEMMA ,  SHARON  
BOOKKEEPING
N/A
$98,032$0$329$0$98,361
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$82,597$0$7,599$0$90,196
I 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 Payers26,047 
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS24,966Yes
ASSOCIATE MEMBERS1,081No
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 AGREEMENT10/25/2023$5,490
SERVICE AGREEMENT12/27/2023$5,580
SERVICE AGREEMENT04/26/2024$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 REIMBURSEMENT10/30/2023$21,000
EXPENSE REIMBURSEMENT11/29/2023$35,164
EXPENSE REIMBURSEMENT12/27/2023$47,863
EXPENSE REIMBURSEMENT01/31/2024$48,665
EXPENSE REIMBURSEMENT02/28/2024$68,175
EXPENSE REIMBURSEMENT03/29/2024$53,198
EXPENSE REIMBURSEMENT04/30/2024$50,999
EXPENSE REIMBURSEMENT05/30/2024$54,702
EXPENSE REIMBURSEMENT06/27/2024$54,402
EXPENSE REIMBURSEMENT07/30/2024$47,293
EXPENSE REIMBURSEMENT08/28/2024$45,091
EXPENSE REIMBURSEMENT09/27/2024$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 REIMBURSEMENT10/30/2023$15,822
EXPENSE REIMBURSEMENT10/30/2023$8,598
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY10/31/2023$148,682
EXPENSE REIMBURSEMENT11/29/2023$9,089
EXPENSE REIMBURSEMENT11/29/2023$16,949
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY11/30/2023$154,285
EXPENSE REIMBURSEMENT12/27/2023$17,594
EXPENSE REIMBURSEMENT12/27/2023$21,214
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY12/28/2023$152,791
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY01/29/2024$153,670
EXPENSE REIMBURSEMENT01/31/2024$19,881
EXPENSE REIMBURSEMENT01/31/2024$14,862
EXPENSE REIMBURSEMENT02/28/2024$18,801
EXPENSE REIMBURSEMENT02/28/2024$22,172
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY02/29/2024$153,572
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY03/28/2024$148,775
EXPENSE REIMBURSEMENT03/29/2024$17,449
EXPENSE REIMBURSEMENT03/29/2024$16,222
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY04/29/2024$153,510
EXPENSE REIMBURSEMENT04/30/2024$20,936
EXPENSE REIMBURSEMENT04/30/2024$12,415
EXPENSE REIMBURSEMENT05/30/2024$16,551
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY05/30/2024$152,311
EXPENSE REIMBURSEMENT05/30/2024$13,272
EXPENSE REIMBURSEMENT06/27/2024$18,826
EXPENSE REIMBURSEMENT06/27/2024$15,911
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY06/28/2024$154,568
EXPENSE REIMBURSEMENT07/30/2024$14,314
EXPENSE REIMBURSEMENT07/30/2024$18,355
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY07/31/2024$148,012
EXPENSE REIMBURSEMENT08/28/2024$14,842
EXPENSE REIMBURSEMENT08/28/2024$19,051
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY08/29/2024$145,841
EXPENSE REIMBURSEMENT09/27/2024$12,763
EXPENSE REIMBURSEMENT09/27/2024$19,151
UNRESTRICTED ORGANIZING & PROGRAM SERVICE SUBSIDY09/27/2024$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 SETTLEMENT03/01/2024$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 REFUND11/02/2023$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 REIMBURSEMENT10/30/2023$12,772
EXPENSE REIMBURSEMENT11/29/2023$13,178
EXPENSE REIMBURSEMENT12/27/2023$14,375
EXPENSE REIMBURSEMENT01/31/2024$16,314
EXPENSE REIMBURSEMENT02/28/2024$17,191
EXPENSE REIMBURSEMENT03/29/2024$13,756
EXPENSE REIMBURSEMENT04/30/2024$13,632
EXPENSE REIMBURSEMENT05/30/2024$13,665
EXPENSE REIMBURSEMENT06/27/2024$15,849
EXPENSE REIMBURSEMENT07/30/2024$14,746
EXPENSE REIMBURSEMENT08/28/2024$15,646
EXPENSE REIMBURSEMENT09/27/2024$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 REIMBURSEMENT10/30/2023$95,855
EXPENSE REIMBURSEMENT10/30/2023$39,324
EXPENSE REIMBURSEMENT11/29/2023$98,657
EXPENSE REIMBURSEMENT11/29/2023$42,218
EXPENSE REIMBURSEMENT12/27/2023$42,749
EXPENSE REIMBURSEMENT12/27/2023$102,884
EXPENSE REIMBURSEMENT01/31/2024$111,993
EXPENSE REIMBURSEMENT01/31/2024$49,130
EXPENSE REIMBURSEMENT02/28/2024$120,567
EXPENSE REIMBURSEMENT02/28/2024$39,086
EXPENSE REIMBURSEMENT03/29/2024$101,516
EXPENSE REIMBURSEMENT03/29/2024$36,073
EXPENSE REIMBURSEMENT04/30/2024$35,477
EXPENSE REIMBURSEMENT04/30/2024$101,135
EXPENSE REIMBURSEMENT05/30/2024$36,567
EXPENSE REIMBURSEMENT05/30/2024$103,225
EXPENSE REIMBURSEMENT06/27/2024$118,683
EXPENSE REIMBURSEMENT06/27/2024$38,434
EXPENSE REIMBURSEMENT07/30/2024$111,397
EXPENSE REIMBURSEMENT07/30/2024$36,281
EXPENSE REIMBURSEMENT08/28/2024$39,477
EXPENSE REIMBURSEMENT08/28/2024$113,435
EXPENSE REIMBURSEMENT09/27/2024$35,418
EXPENSE REIMBURSEMENT09/27/2024$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 REIMBURSEMENT10/30/2023$98,309
EXPENSE REIMBURSEMENT10/30/2023$263,866
EXPENSE REIMBURSEMENT11/20/2023$102,188
EXPENSE REIMBURSEMENT11/29/2023$274,276
EXPENSE REIMBURSEMENT11/29/2023$105,545
EXPENSE REIMBURSEMENT12/27/2023$281,482
EXPENSE REIMBURSEMENT12/27/2023$106,872
EXPENSE REIMBURSEMENT01/31/2024$305,716
EXPENSE REIMBURSEMENT01/31/2024$122,825
EXPENSE REIMBURSEMENT02/28/2024$332,113
EXPENSE REIMBURSEMENT02/28/2024$97,714
EXPENSE REIMBURSEMENT03/29/2024$90,183
EXPENSE REIMBURSEMENT03/29/2024$286,320
EXPENSE REIMBURSEMENT04/30/2024$88,692
EXPENSE REIMBURSEMENT04/30/2024$278,767
EXPENSE REIMBURSEMENT05/30/2024$294,254
EXPENSE REIMBURSEMENT05/30/2024$91,417
EXPENSE REIMBURSEMENT06/27/2024$96,085
EXPENSE REIMBURSEMENT06/27/2024$322,800
EXPENSE REIMBURSEMENT07/30/2024$321,663
EXPENSE REIMBURSEMENT07/30/2024$90,703
EXPENSE REIMBURSEMENT08/28/2024$98,693
EXPENSE REIMBURSEMENT08/28/2024$320,049
EXPENSE REIMBURSEMENT09/27/2024$311,334
EXPENSE REIMBURSEMENT09/27/2024$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 REIMBURSEMENT10/30/2023$13,098
EXPENSE REIMBURSEMENT11/29/2023$13,690
EXPENSE REIMBURSEMENT12/27/2023$15,240
EXPENSE REIMBURSEMENT01/31/2024$16,514
EXPENSE REIMBURSEMENT02/28/2024$19,347
EXPENSE REIMBURSEMENT03/29/2024$12,724
EXPENSE REIMBURSEMENT04/30/2024$13,839
EXPENSE REIMBURSEMENT05/30/2024$12,898
EXPENSE REIMBURSEMENT06/27/2024$15,563
EXPENSE REIMBURSEMENT07/30/2024$13,849
EXPENSE REIMBURSEMENT08/28/2024$14,634
EXPENSE REIMBURSEMENT09/27/2024$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 ITEMS01/31/2024$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 LEASE10/26/2023$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 FEES10/19/2023$8,445
INVESTMENT FEES10/23/2023$5,983
INVESTMENT FEES02/15/2024$7,829
INVESTMENT FEES02/15/2024$8,886
INVESTMENT FEES04/18/2024$9,529
INVESTMENT FEES04/18/2024$8,952
INVESTMENT FEES08/12/2024$9,090
INVESTMENT FEES08/12/2024$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 ITEMS08/30/2024$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 UPGRADE11/29/2023$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 SUBSCRIPTION06/11/2024$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 SUBSCRIPTION09/27/2024$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 RETAINER10/02/2023$11,500
BENEFITS CONSULTANT RETAINER02/15/2024$12,000
BENEFITS CONSULTANT RETAINER04/01/2024$12,000
BENEFITS CONSULTANT RETAINER07/09/2024$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 LEASE11/27/2023$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 REIMBURSEMENT10/27/2023$23,605
EXPENSE REIMBURSEMENT11/28/2023$23,622
EXPENSE REIMBURSEMENT12/19/2023$26,563
EXPENSE REIMBURSEMENT01/29/2024$35,844
EXPENSE REIMBURSEMENT02/28/2024$37,009
EXPENSE REIMBURSEMENT03/27/2024$31,542
EXPENSE REIMBURSEMENT04/25/2024$30,641
EXPENSE REIMBURSEMENT05/28/2024$28,429
EXPENSE REIMBURSEMENT06/19/2024$39,075
EXPENSE REIMBURSEMENT07/17/2024$28,549
EXPENSE REIMBURSEMENT08/23/2024$32,588
EXPENSE REIMBURSEMENT09/20/2024$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
ARBITRATION06/14/2024$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 SERVICES11/14/2023$8,393
LEGAL SERVICES12/12/2023$17,670
LEGAL SERVICES03/22/2024$14,255
LEGAL SERVICES04/16/2024$11,400
LEGAL SERVICES06/11/2024$11,754
LEGAL SERVICES07/17/2024$25,560
LEGAL SERVICES08/09/2024$13,153
LEGAL SERVICES09/09/2024$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 AGREEMENT10/18/2023$9,717
SERVICE AGREEMENT11/28/2023$9,702
SERVICE AGREEMENT12/20/2023$9,818
SERVICE AGREEMENT01/29/2024$15,090
SERVICE AGREEMENT02/28/2024$9,816
SERVICE AGREEMENT03/11/2024$9,854
SERVICE AGREEMENT04/19/2024$9,686
SERVICE AGREEMENT05/24/2024$9,726
SERVICE AGREEMENT06/28/2024$15,145
SERVICE AGREEMENT09/05/2024$9,825
SERVICE AGREEMENT09/05/2024$9,906
SERVICE AGREEMENT09/19/2024$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 PREMIUM08/21/2024$5,856
INSURANCE PREMIUM06/20/2024$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 PREMIUM10/13/2023$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 MAILING11/21/2023$6,309
NEWSLETTER MAILING12/13/2023$29,287
NEWSLETTER MAILING06/20/2024$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 FEES10/16/2023$7,738
ADMINISTRATION FEES01/09/2024$7,738
ADMINISTRATION FEES04/08/2024$7,488
ADMINISTRATION FEES07/08/2024$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 SERVICES10/17/2023$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 RETAINER10/02/2023$22,524
LEGAL RETAINER11/02/2023$22,678
LEGAL RETAINER12/04/2023$22,769
LEGAL RETAINER01/03/2024$22,890
LEGAL RETAINER02/01/2024$23,128
LEGAL RETAINER03/01/2024$22,695
LEGAL RETAINER04/01/2024$22,674
LEGAL RETAINER05/02/2024$22,984
LEGAL RETAINER06/03/2024$22,548
LEGAL RETAINER07/02/2024$22,727
LEGAL RETAINER08/01/2024$22,859
LEGAL RETAINER09/04/2024$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 EXPENSE03/18/2024$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 REIMBURSEMENT10/27/2023$64,402
EXPENSE REIMBURSEMENT11/07/2023$68,598
EXPENSE REIMBURSEMENT11/27/2023$50,049
EXPENSE REIMBURSEMENT12/19/2023$79,973
EXPENSE REIMBURSEMENT01/29/2024$75,909
EXPENSE REIMBURSEMENT02/26/2024$58,769
EXPENSE REIMBURSEMENT03/26/2024$52,353
EXPENSE REIMBURSEMENT04/26/2024$53,230
EXPENSE REIMBURSEMENT05/28/2024$47,562
EXPENSE REIMBURSEMENT06/19/2024$56,695
EXPENSE REIMBURSEMENT07/18/2024$53,128
EXPENSE REIMBURSEMENT08/23/2024$118,808
EXPENSE REIMBURSEMENT09/25/2024$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 SUBSCRIPTIONS05/28/2024$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
SPONSORSHIP07/25/2024$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/P08/27/2024$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 SERVICES10/10/2023$6,134
EMPLOYMENT SERVICES10/31/2023$5,818
EMPLOYMENT SERVICES10/31/2023$6,696
EMPLOYMENT SERVICES11/24/2023$6,696
EMPLOYMENT SERVICES12/19/2023$7,558
EMPLOYMENT SERVICES01/05/2024$6,026
EMPLOYMENT SERVICES01/30/2024$5,947
EMPLOYMENT SERVICES01/30/2024$7,132
EMPLOYMENT SERVICES01/30/2024$7,408
EMPLOYMENT SERVICES02/14/2024$6,831
EMPLOYMENT SERVICES02/21/2024$6,572
EMPLOYMENT SERVICES02/21/2024$6,831
EMPLOYMENT SERVICES03/04/2024$6,070
EMPLOYMENT SERVICES03/06/2024$6,208
EMPLOYMENT SERVICES03/13/2024$6,048
EMPLOYMENT SERVICES03/26/2024$6,672
EMPLOYMENT SERVICES04/02/2024$5,560
EMPLOYMENT SERVICES04/02/2024$7,150
EMPLOYMENT SERVICES04/19/2024$5,163
EMPLOYMENT SERVICES04/19/2024$5,163
EMPLOYMENT SERVICES05/02/2024$5,163
EMPLOYMENT SERVICES05/30/2024$5,089
EMPLOYMENT SERVICES05/30/2024$5,163
EMPLOYMENT SERVICES05/30/2024$5,163
EMPLOYMENT SERVICES06/07/2024$5,163
EMPLOYMENT SERVICES06/20/2024$5,163
EMPLOYMENT SERVICES06/27/2024$5,019
EMPLOYMENT SERVICES07/09/2024$5,163
EMPLOYMENT SERVICES07/16/2024$5,107
EMPLOYMENT SERVICES07/18/2024$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
ACCOUNTING08/21/2024$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 RENTAL10/24/2023$14,449
OFFICE RENTAL11/21/2023$14,449
OFFICE RENTAL12/19/2023$14,449
OFFICE RENTAL01/22/2024$14,833
OFFICE RENTAL02/20/2024$14,833
OFFICE RENTAL03/18/2024$14,833
OFFICE RENTAL04/23/2024$14,833
OFFICE RENTAL05/21/2024$14,833
OFFICE RENTAL06/24/2024$14,833
OFFICE RENTAL07/23/2024$14,833
OFFICE RENTAL09/04/2024$16,396
OFFICE RENTAL09/24/2024$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 SUBSCRIPTION10/26/2023$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 PREMIUM01/10/2024$33,264
INSURANCE PREMIUM07/31/2024$8,212
INSURANCE PREMIUM07/31/2024$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 SERVICES11/30/2023$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 SERVICES01/03/2024$7,584
EMPLOYMENT SERVICES01/03/2024$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 SUBSCRIPTION05/17/2024$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
ACCOUNTING10/10/2023$7,500
ACCOUNTING11/07/2023$7,500
ACCOUNTING12/05/2023$7,500
ACCOUNTING01/05/2024$7,500
ACCOUNTING02/06/2024$7,500
ACCOUNTING03/07/2024$7,500
ACCOUNTING03/22/2024$12,000
ACCOUNTING04/05/2024$7,500
ACCOUNTING04/16/2024$9,407
ACCOUNTING05/22/2024$7,500
ACCOUNTING06/19/2024$7,500
ACCOUNTING07/19/2024$7,500
ACCOUNTING08/21/2024$7,500
ACCOUNTING09/18/2024$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 CONF05/21/2024$15,000
STEWARD/MEM EDUC. BENEFIT CONF08/30/2024$110,000
STEWARD/MEM EDUC. BENEFIT CONF09/25/2024$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 BENEFITSTRUST$4,050,000
PENSION BENEFITSTRUST$173,803
PENSION BENEFITSTRUST$72,116
RETIREE PENSION BENEFITSTRUST$1,161,480
WELFARE BENEFITSTRUST$1,363,488
SECURITY BENEFITSTRUST$541,385
LIFE INSURANCEINSURANCE COMPANY$48,980
LEGAL BENEFITSLAW 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)