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
035-975
2. PERIOD COVERED
From01/01/2024
Through12/31/2024
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
ELECTRICAL WORKERS IBEW AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
551
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
JOHN
 Last Name
McENTAGART
P.O Box - Building and Room Number
IBEW LOCAL 551
Number and Street
2525 CLEVELAND AVENUE
City
SANTA ROSA
State
CA		 ZIP Code + 4
954032974


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:Nick A PagliaPRESIDENT71. SIGNED:Mark A DohnerTREASURER
Date:Mar 28, 2025Telephone Number:707-542-3505Date:Mar 31, 2025Telephone Number:707-542-3505
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 035-975
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?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2025
20. How many members did the labor organization have at the end of the reporting period?676
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees46perMONTH4646
(b) Working Dues/Fees3%-5%perWages
(c) Initiation Fees100perInitiation
(d) Transfer Fees0pertransfer
(e) Work Permits0perwork permit

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 035-975

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,208,143$2,522,861
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$280,391$291,038
27. Fixed Assets6$871,496$881,513
28. Other Assets7$0$0
29. TOTAL ASSETS $3,360,030$3,695,412

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$39,449$71,866
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$4,469$4,469
34. TOTAL LIABILITIES $43,918$76,335
35. NET ASSETS$3,316,112$3,619,077
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 035-975

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $1,884,454
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $3,735
40. Interest $70,484
41. Dividends $14,882
42. Rents $77,419
43. Sale of Investments and Fixed Assets3$82,481
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$0
49. TOTAL RECEIPTS $2,133,455
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$529,896
51. Political Activities and Lobbying16$144,754
52. Contributions, Gifts, and Grants17$27,253
53. General Overhead18$441,595
54. Union Administration19$99,270
55. Benefits20$301,428
56. Per Capita Tax $90,710
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$116,192
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $67,639
  
66. Subtotal $1,818,737
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$275,276  
  67b. Less Total Disbursed$275,276  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $1,818,737
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 035-975

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 035-975

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: 035-975

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$95,731$68,723$82,481$82,481
MORGAN STANLEY FUNDS$79,731$68,723$77,232$77,232
CHEVY MALIBU$16,000$0$5,249$5,249
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$82,481
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 035-975

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$116,192$116,192$116,192
MORGAN STANLEY FUNDS$83,800$83,800$83,800
FORD EDGE AUTOMOBILE$32,392$32,392$32,392
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$116,192
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 035-975

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$269,803
B. Total Book Value$291,038
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • MORGAN STANLEY FUNDS
$291,038
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)) $291,038
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 035-975

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      2525 CLEVELAND AVE, SANTA ROSA, CA$100,000 $100,000$200,000
B. Buildings (give location)    
Building  1 :      2525 CLEVELAND AVENUE, SANTA ROSA, CA$994,915$266,757$728,158$1,600,000
C. Automobiles and Other Vehicles$142,101$88,746$53,355$60,000
D. Office Furniture and Equipment$175,523$175,523$15,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,412,539$531,026$881,513$1,875,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 035-975

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 035-975

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$71,866$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $71,866$0$0$0
IBEW INTERNATIONAL OFFICE$34,397$0$0$0
CHASE BANK - CREDIT CARDS$6,321$0$0$0
EXCHANGE BANK - PENSION BENEFITS$12,755$0$0$0
EXCHANGE BANK - HEALTH & WELFARE BENEFITS$12,378$0$0$0
IBEW NATIONAL 401K - PENSION BENEFITS$5,737$0$0$0
N.E.B.F. PENSION BENEFITS$278$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 035-975

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: 035-975

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $4,469
SECURITY DEPOSITS HELD$4,469
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 035-975

(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 		PAGLIA ,  NICOLAS  
PRESIDENT
C		$10,629$10,629
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		CORCORAN ,  SEAN  
EXECUTIVE BOARD
C		$1,174$1,174
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		DOHNER ,  MARK  
TREASURER
C		$342$342
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		HALL ,  STEPHANIE  
EXECUTIVE BOARD
C		$63,299$63,299
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		50 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		HARDESTY ,  ADRIAN  
EXECUTIVE BOARD
C		$1,678$1,678
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		TREMAINE ,  JOSEPH  
EXECUTIVE BOARD
C		$175,653$175,653
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		1 %
A
B
C 		WHEELER ,  PATRICK  
EXECUTIVE BOARD
C		$1,971$1,971
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		KAUFMAN ,  HANNAH  
EXECUTIVE BOARD
C		$351$351
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Officer Disbursements$255,097$0$0$0$255,097
Less Deductions    $79,637
Net Disbursements    $175,460
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 035-975

(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 		MCENTAGART ,  JOHN  
BUSINESS MANAGER
NONE		$190,016$190,016
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		10 %
A
B
C 		MILLER ,  SUSAN  
OFFICE MANAGER (RETIRED)
NONE		$74,536$74,536
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		HOMEN ,  CYNTHIA  
OFFICE ASSIST
NONE		$30,994$30,994
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		HUPP ,  LAUREN  
OFFICE ADMINISTRATOR
NONE		$48,758$48,758
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		MUMM ,  JARED  
BUSINESS REP
NONE		$177,773$177,773
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$2,821$2,821
I Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		35 % Schedule 19
Administration
Total Employee Disbursements$524,898$0$0$0$524,898
Less Deductions    $195,639
Net Disbursements    $329,259
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 035-975

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 676 
Agency Fee Payers*
Total Members/Fee Payers676 
*Agency Fee Payers are not considered members of the labor organization.
A MEMBERS ENTITLED TO FULL PENSION BENEFITS662Yes
BA MEMBERS WITH LIMITED PENSION BENEFITS14Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 035-975

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts
4. Total Receipts$0
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$16,728
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$10,525
6. Total Disbursements$27,253
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$70,521
2. Named Payee Non-itemized Disbursements$0
3. To Officers$173,896
4. To Employees$284,728
5. All Other Disbursements$751
6. Total Disbursements$529,896
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$152,408
2. Named Payee Non-itemized Disbursements$3,981
3. To Officers$0
4. To Employees$193,278
5. All Other Disbursements$91,928
6. Total Disbursements$441,595
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$94,102
2. Named Payee Non-itemized Disbursements$0
3. To Officers$31,650
4. To Employees$19,002
5. All Other Disbursements$0
6. Total Disbursements$144,754
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$49,552
4. To Employees$27,891
5. All Other Disbursements$21,827
6. Total Disbursements$99,270
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 035-975

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 035-975

Name and Address
(A)
ADAMS BROADWELL JOSEPH CARDOZO

601 GATEWAY BLVD
SO SAN FRANCISCO
CA
94080
Type or Classification
(B)
PROFESSIONAL FEES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,572
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$34,572
LEGAL SERVICES05/31/2024$700
LEGAL SERVICES06/26/2024$2,831
LEGAL SERVICES07/18/2024$207
LEGAL SERVICES08/27/2024$1,248
LEGAL SERVICES10/24/2024$728
LEGAL SERVICES11/20/2024$7,710
LEGAL SERVICES12/31/2024$13,276
LEGAL SERVICES04/18/2024$7,872
Name and Address
(A)
ALTSHULER, BERZON LLP

177 POST STREET
SAN FRANCISCO
CA
94108
Type or Classification
(B)
PROFESSIONAL FEES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,949
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,949
LEGAL SERVICES01/16/2024$1,150
LEGAL SERVICES04/04/2024$825
LEGAL SERVICES06/26/2024$13,247
LEGAL SERVICES08/19/2024$5,660
LEGAL SERVICES09/18/2024$521
LEGAL SERVICES10/24/2024$235
LEGAL SERVICES11/20/2024$7,607
LEGAL SERVICES12/10/2024$536
LEGAL SERVICES07/18/2024$6,168
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 035-975

Name and Address
(A)
IBEW LOCAL 551 PAC

555 CAPITOL MALL
SACRAMENTO
CA
95814
Type or Classification
(B)
LABOR RELATIONS REPRESENTATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$94,102
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$94,102
LABOR RELATIONS09/26/2024$11,165
LABOR RELATIONS11/05/2024$10,904
LABOR RELATIONS01/09/2024$8,704
LABOR RELATIONS02/02/2024$8,966
LABOR RELATIONS03/05/2024$9,312
LABOR RELATIONS04/09/2024$8,180
LABOR RELATIONS05/01/2024$9,007
LABOR RELATIONS06/01/2024$7,774
LABOR RELATIONS08/26/2024$20,090
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 035-975

Name and Address
(A)
IBEW COPE FUND

900 SEVENTH ST
WASHINGTON
DC
20001
Type or Classification
(B)
DONATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,376
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,376
SOLIDARITY CONTRIBUTION01/15/2024$8,376
Name and Address
(A)
IBEW EDUCATIONAL ACCOUNT

1125 15TH STREET N W
WASHINGTON
DC
20005
Type or Classification
(B)
CONTRIBUTION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,352
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,352
CONTRIBUTION05/09/2024$8,352
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 035-975

Name and Address
(A)
MILLER PROFESSIONAL FEES

4123 LANKERSHIM BLVD
NORTH HOLLYWOOD
CA
91602
Type or Classification
(B)
AUDITOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,030
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,030
PROFESSIONAL FEES01/23/2024$2,190
PROFESSIONAL FEES04/11/2024$5,000
PROFESSIONAL FEES08/13/2024$11,000
PROFESSIONAL FEES12/18/2024$6,840
Name and Address
(A)
PGE CORPORATION
997300

SACRAMENTO
CA
95899
Type or Classification
(B)
PUBLIC UTILITY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,957
Total Non-Itemized Transactions with this Payee/Payer$873
Total of All Transactions with this Payee/Payer for This Schedule$21,830
POWER07/29/2024$3,128
POWER08/21/2024$1,935
POWER10/14/2024$1,207
POWER11/27/2024$4,507
POWER12/31/2024$1,614
POWER01/10/2024$1,427
POWER02/13/2024$1,801
POWER03/11/2024$1,903
POWER04/25/2024$2,347
POWER05/31/2024$1,088
Name and Address
(A)
RECOLOGY SONOMA MARIN
51216

LOS ANGELES
CA
90051
Type or Classification
(B)
PUBLIC UTILITY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,530
Total Non-Itemized Transactions with this Payee/Payer$1,306
Total of All Transactions with this Payee/Payer for This Schedule$7,836
TRASH COLLECTION01/05/2024$653
TRASH COLLECTION02/05/2024$653
TRASH COLLECTION03/05/2024$653
TRASH COLLECTION04/05/2024$653
TRASH COLLECTION05/07/2024$653
TRASH COLLECTION06/04/2024$653
TRASH COLLECTION07/03/2024$653
TRASH COLLECTION08/14/2024$653
TRASH COLLECTION09/09/2024$653
TRASH COLLECTION10/09/2024$653
Name and Address
(A)
SANTA ROSA PRINTING

3715 SANTA ROSA AVENUE
SANTA ROSA
CA
95407
Type or Classification
(B)
PRINTING SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,204
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,204
PRINT SHOP02/15/2024$1,187
PRINT SHOP01/26/2024$783
PRINT SHOP03/28/2024$1,444
PRINT SHOP07/18/2024$2,306
PRINT SHOP09/09/2024$202
PRINT SHOP11/14/2024$1,282
Name and Address
(A)
SUPREME MAINTENANCE
5341

SANTA ROSA
CA
95402
Type or Classification
(B)
JANITORIAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,500
Total Non-Itemized Transactions with this Payee/Payer$1,700
Total of All Transactions with this Payee/Payer for This Schedule$10,200
JANITORIAL SERVICE01/02/2024$850
JANITORIAL SERVICE02/05/2024$850
JANITORIAL SERVICE03/05/2024$850
JANITORIAL SERVICE04/01/2024$850
JANITORIAL SERVICE05/03/2024$850
JANITORIAL SERVICE06/04/2024$850
JANITORIAL SERVICE07/03/2024$850
JANITORIAL SERVICE08/15/2024$850
JANITORIAL SERVICE10/09/2024$850
JANITORIAL SERVICE09/09/2024$850
Name and Address
(A)
THE HARTFORD
660916

DALLAS
TX
75266
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,727
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,727
INSURANCE11/21/2024$6,727
Name and Address
(A)
UNION INSURANCE GROUP

303 WEST ERIE ST
CHICAGO
IL
60654
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$49,926
Total Non-Itemized Transactions with this Payee/Payer$102
Total of All Transactions with this Payee/Payer for This Schedule$50,028
INSURANCE05/22/2024$10,977
INSURANCE10/16/2024$26,227
INSURANCE11/04/2024$10,582
INSURANCE11/13/2024$2,140
Name and Address
(A)
VINTAGE COMMUNICATIONS

1846 LAKE STREET
CALISTOGA
CA
94515
Type or Classification
(B)
IT SUPPORT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,534
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,534
COMPUTER SUPPORT05/13/2024$5,083
COMPUTER SUPPORT02/05/2024$3,445
COMPUTER SUPPORT04/22/2024$4,784
COMPUTER SUPPORT06/01/2024$1,664
COMPUTER SUPPORT07/09/2024$2,574
COMPUTER SUPPORT07/29/2024$1,664
COMPUTER SUPPORT09/25/2024$1,664
COMPUTER SUPPORT10/01/2024$1,664
COMPUTER SUPPORT11/13/2024$1,664
COMPUTER SUPPORT12/31/2024$3,328
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 035-975

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS FILE NUMBER: 035-975

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$301,428
HEALTHREDWOOD EMPIRE ELECTRICAL WRKS H&W TRUST$120,910
HEALTHOPE HEALTH & WELFARE TRUST$51,898
PENSIONREDWOOD EMPIRE ELECT WRKS PENSION PLAN$98,353
PENSIONOPE PENSION TRUST$15,922
PENSIONN.E.B.F.$14,345
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 035-975


Question 10: : : Redwood Empire Electrical Workers Pension Plan, 2525 Cleveland Avenue, Santa Rosa, CA, providing pension benefits files Form 5500, Plan 001 ID# 94-6186900 Redwood Empire Electrical Workers Health and Welfare Trust, 2525 Cleveland Avenue, Santa Rosa, CA , providing Health and Welfare benefits, files Form 5500, Plan 501, ID# 23-7071451.

Question 11(a):

Question 11(a): : : : : IBEW Local 551 PAC

Question 12: : : Miller, Kaplan CPAs performed a financial statement audit

Schedule 8, Row1:

Schedule 8, Row1:

Schedule 8, Row2:

Schedule 8, Row2:

Schedule 8, Row3:

Schedule 8, Row3:

Schedule 8, Row4:

Schedule 8, Row4:

Schedule 8, Row5:

Schedule 8, Row5:

Schedule 8, Row6:

Schedule 8, Row6:

Schedule 13, Row1:

Schedule 13, Row1::A MEMBERS PAY FULL DUES

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::BA MEMBERS PAY FULL LOCAL DUES, 50% OF INTERNATIONAL DUES

Schedule 13, Row2:

Schedule 13, Row2::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)