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:
08-31-2016
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
544-070
2.
PERIOD COVERED
From
01/01/2013
Through
12/31/2013
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
WORKERS UNITED, SEIU
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
EDGAR
Last Name
ROMNEY
P.O Box - Building and Room Number
Number and Street
12 WEST 31ST STREET, 12TH FLOOR
City
NEW YORK
State
NY
ZIP Code + 4
10001
9. Are your organization's records kept at its
mailing address?
Yes
Each of the undersigned, duly authorized
officers of the above labor organization, declares,
under penalty of perjury and other applicable penalties
of law, that all of the information submitted in this
report (including information contained in any
accompanying documents) has been examined by the
signatory and is, to the best of the undersigned
individual's knowledge and belief, true, correct
and complete (See Section V on penalties in the
instructions.)
70. SIGNED:
Noel E Beasley
PRESIDENT
71. SIGNED:
Edgar Romney
SECRETARY-TREASURER
Date:
Mar 31, 2014
Telephone
Number:
312-738-6213
Date:
Mar 31, 2014
Telephone
Number:
212-895-4660
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
544-070
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?
Yes
19. What is the date of the labor
organization's next regular election of officers?
03/2017
20. How many members did the labor organization
have at the end of the reporting period?
85,965
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
2
per
Month
0
0
(b) Working Dues/Fees
0
per
Month
0
0
(c) Initiation Fees
0
per
Month
0
0
(d) Transfer Fees
0
per
Month
0
0
(e) Work Permits
0
per
Month
0
0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
544-070
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$205,017
$20,303
23. Accounts Receivable
1
$5,291,454
$5,285,762
24. Loans Receivable
2
$691,108
$691,108
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$141,456,155
$127,175,514
27. Fixed Assets
6
$18,597
$17,913
28. Other Assets
7
$228,457
$162,045
29.
TOTAL ASSETS
$147,890,788
$133,352,645
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$2,257,978
$3,032,570
31. Loans Payable
9
$20,504,595
$16,707,535
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$3,873,786
$1,722,890
34. TOTAL
LIABILITIES
$26,636,359
$21,462,995
35. NET
ASSETS
$121,254,429
$111,889,650
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
544-070
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$2,948
37. Per Capita Tax
$237,685
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$0
41. Dividends
$13,283
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$100,000
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$51,862
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$3,026,579
49. TOTAL RECEIPTS
$3,432,357
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$495,467
51.
Political Activities and Lobbying
16
$259,723
52.
Contributions, Gifts, and Grants
17
$136,897
53. General
Overhead
18
$1,334,913
54. Union
Administration
19
$483,657
55. Benefits
20
$731,167
56. Per
Capita Tax
$18,599
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$6,100
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$51,862
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$99,369
66. Subtotal
$3,617,754
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$373,379
67b. Less Total
Disbursed
$372,696
67c.
Total Withheld But Not Disbursed
$683
68.
TOTAL DISBURSEMENTS
$3,617,071
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
544-070
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
$5,227,478
$8,889
$4,945,318
$21,616
Totals from all other
accounts receivable
$58,284
$457
$2,444
$5,119
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
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
$0
$0
$0
$0
$0
Total of all lines
above
$691,108
$0
$0
$0
$691,108
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Name:
Philadelphia Joint Board
Purpose:
Assistance
Security:
None
Terms of Repayment:
On Demand
$335,000
$0
$0
$0
$335,000
Name:
New York Metropolitan Area JB
Purpose:
Assistance
Security:
None
Terms of Repayment:
On Demand
$342,521
$0
$0
$0
$342,521
Name:
Southwest Regional Joint Board
Purpose:
Assistance
Security:
None
Terms of Repayment:
On Demand
$13,587
$0
$0
$0
$13,587
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
544-070
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
$100,000
$100,000
$100,000
$100,000
AM Erin Partners
$100,000
$100,000
$100,000
$100,000
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$100,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
544-070
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$6,100
$6,100
$6,100
Computer Software
$6,100
$6,100
$6,100
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$6,100
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
544-070
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$0
B. Total Book Value
$0
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Other Investments
D. Total Cost
$144,973,449
E. Total Book Value
$127,175,514
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.
Amalgamated Bank Common A Stock
$113,370,317
AREMCO Senior Preferred D Stock
$12,200,000
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$127,175,514
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
544-070
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
D. Office
Furniture
and Equipment
$19,348
$8,892
$10,457
$10,457
E.
Other Fixed Assets
$43,830
$36,373
$7,456
$7,456
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$63,178
$45,265
$17,913
$17,913
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
544-070
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$162,045
Prepaid Expense
$3,843
Prepaid Insurance
$46,662
Advances
$55,190
Deposits
$2,350
Rent Security
$54,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
544-070
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
$2,845,513
$68,039
$2,680,709
$19,764
Total from all other accounts payable
$187,057
$0
$0
$2,686
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
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
$20,504,595
$0
$0
$3,797,060
$16,707,535
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
SEIU
$20,504,595
$0
$0
$3,797,060
$16,707,535
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
544-070
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$1,722,890
Accrued Vacation Pay
$45,592
Accrued Expenses
$85,000
Payroll Deductions Payable
$837
Post Retirement Benefit Liability
$1,591,461
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
544-070
(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
Beasley
,
Noel
President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
30
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
45
%
Schedule 19
Administration
18
%
A
B
C
Romney
,
Edgar
Secretary-Treasurer C
$190,631
$5,204
$31,930
$2,145
$229,910
I
Schedule 15
Representational Activities
40
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
15
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
25
%
A
B
C
Fowlie
,
Barry
Executive Vice President C
$0
$0
$5,671
$0
$5,671
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
3
%
Schedule 18
General Overhead
2
%
Schedule 19
Administration
10
%
A
B
C
Fox
,
Lynne
Executive Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
70
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
25
%
A
B
C
Melman
,
David
Executive Vice President N
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
64
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
25
%
A
B
C
Bock
,
Harold
Vice President P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
30
%
A
B
C
Bonadonna
,
Gary
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
10
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
20
%
A
B
C
Brown
,
Clayola
Vice President C
$107,438
$381
$9,432
$476
$117,727
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
50
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
40
%
A
B
C
Ecklund
,
Sandi
Vice President P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
90
%
A
B
C
Gunaratna
,
Vasantha
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
3
%
Schedule 18
General Overhead
2
%
Schedule 19
Administration
10
%
A
B
C
Hervey
,
Billie
J Vice President C
$99,448
$7,551
$8,833
$0
$115,832
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
15
%
A
B
C
Kelly
,
Julie
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
25
%
Schedule 16
Political Activities and Lobbying
9
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
55
%
A
B
C
Kerber
,
Christine
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
85
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
5
%
A
B
C
Larancuent
,
Wilfredo
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
85
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
5
%
A
B
C
Monje
,
Richard
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
63
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
20
%
A
B
C
Raynor
,
Harris
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
89
%
A
B
C
St-Marseille
,
Claude
Vice President N
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
3
%
Schedule 18
General Overhead
2
%
Schedule 19
Administration
10
%
A
B
C
Vazquez
,
Cristina
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
20
%
Schedule 19
Administration
20
%
A
B
C
Wood
,
Teresa
Vice President N
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
10
%
Total Officer
Disbursements
$397,517
$13,136
$55,866
$2,621
$469,140
Less Deductions
$150,655
Net
Disbursements
$318,485
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
544-070
(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
Alvarez
,
Yadhira
Retiree Services Director None
$75,704
$0
$11,247
$0
$86,951
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
45
%
Schedule 17
Contributions
25
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
15
%
A
B
C
Correa
,
Lidia
Retiree Services Aide None
$11,232
$0
$0
$0
$11,232
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
A
B
C
Cruz
,
Laura
I Business Agent None
$55,000
$0
$76,274
$0
$131,274
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
Freeman
,
Robert
Director of Finance None
$84,211
$0
$5,239
$0
$89,450
I
Schedule 15
Representational Activities
18
%
Schedule 16
Political Activities and Lobbying
25
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
35
%
Schedule 19
Administration
20
%
A
B
C
Garcia
,
Myra
Operations Director None
$76,166
$0
$763
$0
$76,929
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
2
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
85
%
Schedule 19
Administration
8
%
A
B
C
Jackson
,
Antionette
Retiree Services Aide None
$9,156
$0
$4,629
$0
$13,785
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
95
%
Schedule 19
Administration
5
%
A
B
C
Katz
,
Ira
Associate General Counsel None
$58,299
$0
$8,527
$0
$66,826
I
Schedule 15
Representational Activities
78
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
17
%
A
B
C
Leonard
,
Sonia
Executive Secretary None
$63,301
$0
$19
$0
$63,320
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
24
%
A
B
C
Levinson
,
Mark
Policy Director None
$110,246
$0
$286
$0
$110,532
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Patterson
,
William
Director of Capital Strat None
$49,993
$0
$0
$0
$49,993
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
A
B
C
Sokolovskaya
,
Faina
Bookkeeper None
$45,093
$0
$0
$0
$45,093
I
Schedule 15
Representational Activities
15
%
Schedule 16
Political Activities and Lobbying
40
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
30
%
Schedule 19
Administration
10
%
A
B
C
Weinreich
,
Brenda
Retiree Services Aide None
$7,539
$0
$4,294
$0
$11,833
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
95
%
Schedule 19
Administration
5
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$645,940
$0
$111,278
$0
$757,218
Less
Deductions
$222,724
Net Disbursements
$534,494
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
544-070
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
85,965
Agency Fee Payers*
58
Total Members/Fee Payers
86,023
*Agency Fee Payers are
not considered members of the labor organization.
Members
85,965
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
544-070
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$2,693,769
2. Named Payer
Non-itemized Receipts
$320,035
3. All Other Receipts
$12,775
4. Total
Receipts
$3,026,579
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$95,838
4. To Employees
$26,415
5. All Other
Disbursements
$14,644
6. Total
Disbursements
$136,897
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$27,467
3. To Officers
$195,053
4. To Employees
$252,449
5. All Other
Disbursements
$20,498
6. Total
Disbursements
$495,467
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$882,494
2. Named Payee
Non-itemized Disbursements
$128,980
3. To Officers
$11,609
4. To Employees
$214,156
5. All Other
Disbursements
$97,674
6. Total
Disbursements
$1,334,913
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$20,526
3. To Officers
$44,132
4. To Employees
$194,765
5. All Other
Disbursements
$300
6. Total
Disbursements
$259,723
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$129,153
2. Named Payee
Non-itemized Disbursements
$116,981
3. To Officers
$122,511
4. To Employees
$69,434
5. All Other
Disbursements
$45,578
6. Total
Disbursements
$483,657
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
544-070
Name and Address
(A)
18 Washington Place Properties
18 Washington Place Newark NJ 07102
Type or Classification
(B)
Building Corp.
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,621
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$10,621
Reimburse For Insurance
05/01/2013
$10,621
Name and Address
(A)
A. Philip Randolph Institute
815 16th Street, N.W. Washington DC 20006
Type or Classification
(B)
Charitable Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$143,067
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$143,067
Reimburse For Salary & Expenses
01/25/2013
$12,618
Reimburse For Salary & Expenses
02/12/2013
$10,454
Reimburse For Salary & Expenses
02/28/2013
$10,454
Reimburse For Salary & Expenses
04/01/2013
$13,141
Reimburse For Salary & Expenses
04/01/2013
$10,854
Reimburse For Salary & Expenses
05/16/2013
$10,780
Reimburse For Salary & Expenses
06/03/2013
$10,154
Reimburse For Salary & Expenses
06/24/2013
$12,437
Reimburse For Salary & Expenses
07/22/2013
$8,805
Reimburse For Salary & Expenses
08/26/2013
$9,801
Reimburse For Salary & Expenses
09/20/2013
$11,884
Reimburse For Salary & Expenses
11/04/2013
$9,801
Reimburse For Salary & Expenses
12/02/2013
$11,884
Name and Address
(A)
ALICO
333 Westchester Avenue White Plains NY 10604
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$23,529
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$23,529
Reimburse For Salary & Expenses
03/18/2013
$23,529
Name and Address
(A)
Amalgamated Life & Health Insurance (Chicago)
333 South Ashland Avenue Chicago IL 60607
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,110
Total
Non-Itemized Transactions with this Payee/Payer
$628
Total of All Transactions with this
Payee/Payer for This Schedule
$5,738
Reimburse For Insurance
05/06/2013
$5,110
Name and Address
(A)
Amalgamated National Health Fund
333 Westchester Avenue White Plains NY 10604
Type or Classification
(B)
Health & Welfare Fund
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$47,059
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$47,059
Reimburse For Salary & Expenses
04/29/2013
$5,882
Reimburse For Salary & Expenses
06/03/2013
$5,882
Reimburse For Salary & Expenses
06/27/2013
$5,882
Reimburse For Salary & Expenses
08/01/2013
$5,882
Reimburse For Salary & Expenses
08/26/2013
$5,882
Reimburse For Salary & Expenses
10/07/2013
$5,883
Reimburse For Salary & Expenses
11/04/2013
$5,883
Reimburse For Salary & Expenses
12/02/2013
$5,883
Name and Address
(A)
Change To Win
1900 L Street NW, Suite 900 Washington DC 20036
Type or Classification
(B)
Labor Federation
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$66,262
Total
Non-Itemized Transactions with this Payee/Payer
$1,388
Total of All Transactions with this
Payee/Payer for This Schedule
$67,650
Reimburse For Salary & Expenses
02/06/2013
$19,489
Reimburse For Salary & Expenses
02/06/2013
$15,591
Reimburse For Salary & Expenses
02/25/2013
$15,591
Reimburse For Salary & Expenses
04/08/2013
$15,591
Name and Address
(A)
Chicago & Midwest Regional Joint Board
333 South Ashland Avenue Chicago IL 60607
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$85,081
Total
Non-Itemized Transactions with this Payee/Payer
$4,481
Total of All Transactions with this
Payee/Payer for This Schedule
$89,562
Reimburse For Insurance
06/27/2013
$28,078
Reimburse For Insurance
06/27/2013
$19,362
Reimburse For Insurance
06/27/2013
$9,953
Reimburse For Insurance
07/18/2013
$27,688
Name and Address
(A)
Crystal & Company
32 Old Slip New York NY 10005
Type or Classification
(B)
Insurance Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,409
Total
Non-Itemized Transactions with this Payee/Payer
$3,359
Total of All Transactions with this
Payee/Payer for This Schedule
$25,768
Refund Insurance Premium
03/18/2013
$22,409
Name and Address
(A)
Laundry, Distribution & Food Service Joint Board
18 Washington Place Newark NJ 07102
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$24,742
Total
Non-Itemized Transactions with this Payee/Payer
$29,528
Total of All Transactions with this
Payee/Payer for This Schedule
$54,270
Reimburse For Insurance
04/29/2013
$6,990
Reimburse For Insurance
08/26/2013
$17,752
Name and Address
(A)
Local 50
527 South Harbor Boulevard Anaheim CA 92805
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$62,646
Total
Non-Itemized Transactions with this Payee/Payer
$24,476
Total of All Transactions with this
Payee/Payer for This Schedule
$87,122
Reimburse For Trusteeship Expenses
08/21/2013
$49,059
Reimburse For Trusteeship Expenses
10/01/2013
$6,732
Reimburse For Trusteeship Expenses
10/22/2013
$6,855
Name and Address
(A)
Mid-Atlantic Regional Joint Board
7-9 W. Mulberry Street Baltimore MD 21201
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,858
Total
Non-Itemized Transactions with this Payee/Payer
$15,203
Total of All Transactions with this
Payee/Payer for This Schedule
$21,061
Reimburse For Insurance
06/21/2013
$5,858
Name and Address
(A)
New York Metropolitan Area Joint Board
33 West 14th Street New York NY 10011
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,507
Total of All Transactions with this
Payee/Payer for This Schedule
$6,507
Name and Address
(A)
New York-New Jersey Regional Joint Board
18 Washington Place Newark NJ 07102
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,272
Total
Non-Itemized Transactions with this Payee/Payer
$12,434
Total of All Transactions with this
Payee/Payer for This Schedule
$24,706
Reimburse For Insurance
04/29/2013
$12,272
Name and Address
(A)
Pennsylvania Joint Board
1017 West Hamilton Street Allentown PA 18101
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,714
Total
Non-Itemized Transactions with this Payee/Payer
$16,888
Total of All Transactions with this
Payee/Payer for This Schedule
$24,602
Reimburse For Insurance
06/17/2013
$7,714
Name and Address
(A)
PHH Vehicle Management Services
940 Ridgebrook Road Sparks MD 21152
Type or Classification
(B)
Car Leasing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,948
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$11,948
Refund
08/12/2013
$11,948
Name and Address
(A)
Rocky Mountain Joint Board
12 West 31st Street, 12th F New York NY 10001
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$156,130
Total
Non-Itemized Transactions with this Payee/Payer
$5,883
Total of All Transactions with this
Payee/Payer for This Schedule
$162,013
Reimburse For Salary & Expenses
04/11/2013
$10,745
Reimburse For Salary & Expenses
04/11/2013
$9,418
Reimburse For Salary & Expenses
04/30/2013
$13,914
Reimburse For Salary & Expenses
05/22/2013
$12,387
Reimburse For Salary & Expenses
06/12/2013
$18,060
Reimburse For Salary & Expenses
07/17/2013
$12,735
Reimburse For Salary & Expenses
08/09/2013
$10,773
Reimburse For Salary & Expenses
08/26/2013
$14,345
Reimburse For Salary & Expenses
10/22/2013
$18,050
Reimburse For Salary & Expenses
11/06/2013
$13,046
Reimburse For Salary & Expenses
11/20/2013
$6,681
Reimburse For Salary & Expenses
12/11/2013
$15,976
Name and Address
(A)
SEIU
1800 Massachusetts Avenue N Washington DC 20036
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$1,896,624
Total
Non-Itemized Transactions with this Payee/Payer
$188,473
Total of All Transactions with this
Payee/Payer for This Schedule
$2,085,097
Rebate Per Capita
01/16/2013
$119,483
Reimburse For Salary & Expenses
02/15/2013
$5,990
Reimburse For Salary & Expenses
02/15/2013
$5,950
Reimburse For Salary & Expenses
02/15/2013
$7,223
Reimburse For Salary & Expenses
02/15/2013
$7,263
Reimburse For Salary & Expenses
02/15/2013
$7,223
Rebate Per Capita
02/15/2013
$90,122
Reimburse For Salary & Expenses
02/22/2013
$5,836
Reimburse For Salary & Expenses
03/18/2013
$6,209
Rebate Per Capita
03/18/2013
$170,211
Rebate Per Capita
04/12/2013
$120,958
Rebate Per Capita
05/10/2013
$156,154
Reimburse For Salary & Expenses
06/07/2013
$5,950
Reimburse For Salary & Expenses
06/07/2013
$5,950
Reimburse For Salary & Expenses
06/07/2013
$7,223
Reimburse For Salary & Expenses
06/07/2013
$5,950
Rebate Per Capita
06/14/2013
$128,252
Reimburse For Salary & Expenses
06/17/2013
$17,574
Reimburse For Salary & Expenses
06/17/2013
$5,950
Reimburse For Salary & Expenses
06/24/2013
$7,520
Reimburse For Salary & Expenses
06/24/2013
$5,950
Reimburse For Salary & Expenses
06/24/2013
$7,223
Reimburse For Salary & Expenses
06/24/2013
$5,950
Reimburse For Salary & Expenses
06/28/2013
$5,950
Rebate Per Capita
07/19/2013
$108,927
Rebate Per Capita
08/09/2013
$145,300
Reimburse For Salary & Expenses
08/16/2013
$6,007
Reimburse For Salary & Expenses
08/16/2013
$6,007
Rebate Per Capita
09/06/2013
$101,432
Reimburse For Salary & Expenses
09/20/2013
$7,279
Rebate Per Capita
10/04/2013
$98,601
Reimburse For Salary & Expenses
10/18/2013
$6,007
Rebate Per Capita
11/08/2013
$153,108
Reimburse For Salary & Expenses
11/22/2013
$7,279
Rebate Per Capita
11/22/2013
$76,554
Rebate Per Capita
12/06/2013
$261,817
Reimburse For Salary & Expenses
12/27/2013
$6,242
Name and Address
(A)
Sidney Hillman Health Center Inc. (Chicago)
333 South Ashland Avenue Chicago IL 60607
Type or Classification
(B)
Health Center
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$18,657
Total
Non-Itemized Transactions with this Payee/Payer
$5,368
Total of All Transactions with this
Payee/Payer for This Schedule
$24,025
Reimburse For Insurance
05/06/2013
$9,337
Reimburse For Insurance
06/24/2013
$9,320
Name and Address
(A)
Southern Regional Joint Board
4405 Mall Blvd., Suite 600 Union City GA 30291
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,462
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$22,462
Reimburse For Insurance
02/26/2013
$5,220
Reimburse For Insurance
03/21/2013
$5,365
Reimburse For Insurance
08/19/2013
$11,877
Name and Address
(A)
Western States Regional Joint Board
920 South Alvarado Street Los Angeles CA 90005
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$55,098
Total
Non-Itemized Transactions with this Payee/Payer
$2,185
Total of All Transactions with this
Payee/Payer for This Schedule
$57,283
Reimburse For Insurance
01/18/2013
$21,412
Reimburse For Insurance
07/29/2013
$7,675
Reimburse For Insurance
08/19/2013
$8,967
Reimburse For Insurance
09/03/2013
$17,044
Name and Address
(A)
Workers United Canada Council
317 Adelaide St., Ste 1005 Toronto, ON M5V 1P9 00
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$16,480
Total
Non-Itemized Transactions with this Payee/Payer
$3,234
Total of All Transactions with this
Payee/Payer for This Schedule
$19,714
Reimburse For Insurance
03/11/2013
$16,480
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
544-070
Name and Address
(A)
American Airlines 619616
Dallas Fort Worth Airpo TX 75261
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,464
Total of All Transactions with this
Payee/Payer for This Schedule
$5,464
Name and Address
(A)
Budget Rent A Car
Six Sylvan Way Parsippany NJ 07054
Type or Classification
(B)
Car Rental
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,045
Total of All Transactions with this
Payee/Payer for This Schedule
$6,045
Name and Address
(A)
Delta Airlines 20706
Atlanta GA 30320
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,249
Total of All Transactions with this
Payee/Payer for This Schedule
$6,249
Name and Address
(A)
Southwest Airlines
2702 Love Field Drive Dallas TX 75235
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,709
Total of All Transactions with this
Payee/Payer for This Schedule
$9,709
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
544-070
Name and Address
(A)
SRG & Associates
10191 Simpson Lane Burke VA 22015
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
$20,526
Total of All Transactions with this
Payee/Payer for This Schedule
$20,526
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
544-070
There was no data
found for this schedule.
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
544-070
Name and Address
(A)
A. Philip Randolph Institute
815 16th Street, N.W. Washington DC 20006
Type or Classification
(B)
Charitable Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,890
Total of All Transactions with this
Payee/Payer for This Schedule
$7,890
Name and Address
(A)
ADP, Inc.
11411 Red Run Blvd. Owings Mills MD 21117
Type or Classification
(B)
Payroll Service Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$11,193
Total of All Transactions with this
Payee/Payer for This Schedule
$11,193
Name and Address
(A)
Affinia Manhattan
371 Seventh Avenue New York NY 10001
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,888
Total of All Transactions with this
Payee/Payer for This Schedule
$6,888
Name and Address
(A)
Airtronics Air Conditioning Corp
208 East 51st St., Ste 203 New York NY 10022
Type or Classification
(B)
HVAC Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,332
Total of All Transactions with this
Payee/Payer for This Schedule
$5,332
Name and Address
(A)
AliGraphics
333 Westchester Avenue White Plains NY 10604
Type or Classification
(B)
Printers
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,291
Total
Non-Itemized Transactions with this Payee/Payer
$1,441
Total of All Transactions with this
Payee/Payer for This Schedule
$6,732
Print New Constitutions
12/10/2013
$5,291
Name and Address
(A)
Amtrak
50 Massachusetts Avenue, NE Washington DC 20002
Type or Classification
(B)
Train
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,717
Total of All Transactions with this
Payee/Payer for This Schedule
$6,717
Name and Address
(A)
AT&T Mobility 9004
Carol Stream IL 60197
Type or Classification
(B)
Cell Phone
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,791
Total of All Transactions with this
Payee/Payer for This Schedule
$12,791
Name and Address
(A)
BDO
100 Park Avenue New York NY 10017
Type or Classification
(B)
Accounting Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$40,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$40,000
Audit Fees
05/16/2013
$10,000
Audit Fees
10/08/2013
$20,000
Audit Fees
12/06/2013
$10,000
Name and Address
(A)
Buck Consultants
Dept CH 14061 Palantine IL 60055
Type or Classification
(B)
Actuary
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$47,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$47,000
Calculation Of Post Retirement Liability
02/01/2013
$23,500
Calculation Of Post Retirement Liability
03/25/2013
$23,500
Name and Address
(A)
Con Edison 1702
New York NY 10116
Type or Classification
(B)
Electric Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,705
Total of All Transactions with this
Payee/Payer for This Schedule
$6,705
Name and Address
(A)
Crystal & Company, Inc.
32 Old Slip New York NY 10005
Type or Classification
(B)
Insurance Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$113,642
Total
Non-Itemized Transactions with this Payee/Payer
$18,800
Total of All Transactions with this
Payee/Payer for This Schedule
$132,442
Insurance
01/23/2013
$6,587
Insurance
04/22/2013
$34,892
Insurance
04/26/2013
$48,983
Insurance
05/10/2013
$16,585
Insurance
12/17/2013
$6,595
Name and Address
(A)
Elite Building Maintenance
220 5th Ave, Suite 1301 New York NY 10001
Type or Classification
(B)
Cleaning Service
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,084
Total of All Transactions with this
Payee/Payer for This Schedule
$8,084
Name and Address
(A)
HRC Corp.
156 5th Avenue New York NY 10010
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$117,418
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$117,418
Rent For Office
01/02/2013
$9,200
Rent For Office
02/01/2013
$9,582
Rent For Office
03/01/2013
$9,390
Rent For Office
04/01/2013
$9,390
Rent For Office
05/01/2013
$9,390
Rent For Office
06/03/2013
$9,390
Rent For Office
07/01/2013
$14,126
Rent For Office
08/01/2013
$9,390
Rent For Office
09/01/2013
$9,390
Rent For Office
10/01/2013
$9,390
Rent For Office
10/25/2013
$9,390
Rent For Office
12/02/2013
$9,390
Name and Address
(A)
InfoLawGroup LLP
3147 S. Dallas Ct. Denver CO 80210
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,962
Total
Non-Itemized Transactions with this Payee/Payer
$525
Total of All Transactions with this
Payee/Payer for This Schedule
$8,487
Legal Fees
01/14/2013
$7,962
Name and Address
(A)
Kennedy, Jennik & Murray, P.C.
113 University Pl, 7th Fl New York NY 10003
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$95,238
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$95,238
Legal Fees
05/16/2013
$12,346
Legal Fees
06/28/2013
$11,872
Legal Fees
08/29/2013
$25,420
Legal Fees
11/22/2013
$8,765
Legal Fees
11/22/2013
$9,080
Legal Fees
12/06/2013
$12,755
Legal Fees
12/06/2013
$7,500
Legal Fees
12/06/2013
$7,500
Name and Address
(A)
Law Office Of Eric Facer, PLLC
1025 Connecticut Avenue NW Washington DC 20036
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$19,086
Total of All Transactions with this
Payee/Payer for This Schedule
$19,086
Name and Address
(A)
Lowers & Associates
125 East Hirst Road, 3C Purcellville VA 20132
Type or Classification
(B)
Computer Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,052
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$11,052
Computer Consulting
06/17/2013
$11,052
Name and Address
(A)
PAETEC 1283
Buffalo NY 14240
Type or Classification
(B)
Telephone
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,119
Total of All Transactions with this
Payee/Payer for This Schedule
$8,119
Name and Address
(A)
Premium Assignment Corporation 3100
Tallahassee FL 32315
Type or Classification
(B)
Insurance Broker
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$439,639
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$439,639
Insurance
01/02/2013
$27,406
Insurance
02/06/2013
$6,587
Insurance
02/20/2013
$6,587
Insurance
03/25/2013
$6,587
Insurance
05/01/2013
$6,587
Insurance
05/10/2013
$31,756
Insurance
06/07/2013
$6,587
Insurance
06/07/2013
$31,756
Insurance
06/12/2013
$10,716
Insurance
06/17/2013
$10,716
Insurance
06/28/2013
$6,587
Insurance
06/28/2013
$31,756
Insurance
07/23/2013
$10,716
Insurance
08/05/2013
$6,587
Insurance
08/05/2013
$31,756
Insurance
08/20/2013
$10,716
Insurance
08/29/2013
$6,587
Insurance
08/29/2013
$31,756
Insurance
09/23/2013
$6,587
Insurance
09/23/2013
$10,716
Insurance
10/07/2013
$31,756
Insurance
10/25/2013
$10,716
Insurance
11/08/2013
$6,587
Insurance
11/08/2013
$31,756
Insurance
11/22/2013
$10,716
Insurance
12/06/2013
$6,587
Insurance
12/06/2013
$31,756
Insurance
12/17/2013
$10,716
Name and Address
(A)
Sage
56 Technology Drive Irvine CA 92618
Type or Classification
(B)
Accounting Software
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,252
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$5,252
Software Support
03/19/2013
$5,252
Name and Address
(A)
Xerox Corporation 827598
Philadelphia PA 19182
Type or Classification
(B)
Copier Lease
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$15,409
Total of All Transactions with this
Payee/Payer for This Schedule
$15,409
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
544-070
Name and Address
(A)
AliGraphics
333 Westchester Avenue White Plains NY 10604
Type or Classification
(B)
Printer
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,268
Total
Non-Itemized Transactions with this Payee/Payer
$11,293
Total of All Transactions with this
Payee/Payer for This Schedule
$18,561
Printing For Convention
05/10/2013
$7,268
Name and Address
(A)
Chicago & Midwest Regional Joint Board
333 South Ashland Avenue Chicago IL 60607
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,793
Total
Non-Itemized Transactions with this Payee/Payer
$12,265
Total of All Transactions with this
Payee/Payer for This Schedule
$27,058
Reimbursement For Local 50 Trusteeship
08/29/2013
$7,937
Reimbursement For GEB Expenses
09/24/2013
$6,856
Name and Address
(A)
Crowne Plaza Chicago Metro Downtown
733 West Madison Street Chicago IL 60661
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,631
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$7,631
Retiree Assocation Convention
10/09/2013
$7,631
Name and Address
(A)
Delta Airlines 20706
Atlanta GA 30320
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,904
Total of All Transactions with this
Payee/Payer for This Schedule
$5,904
Name and Address
(A)
Greater Than Zero, Inc.
148 West 24th Street New York NY 10011
Type or Classification
(B)
Computer Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,500
Total of All Transactions with this
Payee/Payer for This Schedule
$8,500
Name and Address
(A)
Hyatt Regency Milwaukee
333 W. Kilbourn Avenue Milwaukee WI 55203
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$78,679
Total
Non-Itemized Transactions with this Payee/Payer
$564
Total of All Transactions with this
Payee/Payer for This Schedule
$79,243
GEB Meeting
01/07/2013
$7,822
Workers United Convention
02/27/2013
$20,000
Workers United Convention
05/16/2013
$50,857
Name and Address
(A)
Jacqueline Peralta
2601 Gleason Avenue Los Angeles CA 90033
Type or Classification
(B)
Contract Employee
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$43,920
Total of All Transactions with this
Payee/Payer for This Schedule
$43,920
Name and Address
(A)
Marisela Mondragon
644 El Vallencito Walnut CA 91789
Type or Classification
(B)
Contract Employee
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$18,013
Total of All Transactions with this
Payee/Payer for This Schedule
$18,013
Name and Address
(A)
New Jersey Headwear Corp. 7009
Newark NJ 07107
Type or Classification
(B)
Supplier
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,112
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$14,112
Promotion Items For Convention
02/20/2013
$14,112
Name and Address
(A)
Philadelphia Joint Board
22 South 22nd Street Philadelphia PA 19103
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,670
Total
Non-Itemized Transactions with this Payee/Payer
$9,253
Total of All Transactions with this
Payee/Payer for This Schedule
$15,923
Reimbursement For Local 50 Trusteeship
08/29/2013
$6,670
Name and Address
(A)
Union People Products, Inc.
855 N. Dirksen Parkway Springfield IL 62702
Type or Classification
(B)
Supplier
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,269
Total of All Transactions with this
Payee/Payer for This Schedule
$7,269
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
544-070
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$731,167
Medical
Amalgamated National Health Fund
$292,361
Dental
Amalgamated National Health Fund
$28,681
Drug Plan
Amalgamated National Health Fund
$75,282
Life Insurance
Amalgamated National Health Fund
$79,202
Staff Pension
Consolidated Retirement Fund
$177,741
Medical
Manulife Financial
$21,308
Dental
Manulife Financial
$1,011
Disability Insurance
Prudential
$3,204
Supplemental Pension
Retired Staff Employees
$52,377
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
544-070
Item 71 Title: Edgar Romney's title is Secretary-Treasurer
Question 10: Death Benefit Fund ILGWU EIN 13-1502147, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. Amalgamated Insurance Fund EIN 13-4920446, 333 Westchester Avenue, White Plains, NY 10604, on a calendar basis, files IRS/DOL/PBGC Form 5500. Amalgamated Retirement Insurance Fund EIN 13-4920446 333, Westchester Avenue, White Plains, NY 10604, on a calendar basis, files IRS/DOL/PBGC Form 5500. National Plus Plan EIN 13-35113611 401(K) Plan, 6 Blackstone Valley Place, Lincoln, RI 02865, on a calendar basis, files IRS/DOL/PBGC Form 5500. UNITE HERE Workers Pension Fund EIN 11-6165291, 6 Blackstone Valley Place, Lincoln, RI 02865, on a fiscal year basis 10/1 to 9/30, files IRS/DOL/PBGC Form 5500. Pension Plan Of Local 125 EIN 51-6051426, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. National Retirement Fund EIN 13-6130178, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. Amalgamated National Health Fund EIN 13-6130178, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500
Question 11(a): Workers United For Political Power EIN 26-4809424 Committee #C00462044. FEC 3X Was Filed The FEC
Question 12: The CPA Firm BDO is performing an Audit. As of the the filing date the audit is not completed. After completion if any material audit adjustments were made, an amended LM-2 will be filed.
Question 18: Preface, Article 1, 4: Recognizes office and social service workers as being within WUs Jurisdiction.
Article 2, 2, 11(f), 19(d): WU Conventions to occur every four years, rather than every five years. Because Workers United is part of a larger union, the SEIU, we must conform to federal law requiring such affiliated organizations to elect officers every four years.
Article 2, 5(a)(ii); Article 10, 5: Presently, each local is permitted to send at least one delegate to the WU convention. Joint boards, however, are generally responsible for paying delegates expenses, and have difficulties sending all delegates elected by their locals, so that not all members have delegates representing them at the convention. These amendments permit joint boards to hold delegate elections so that each delegate is elected by the entire joint board membership, or by members within geographic areas (like states or districts) or within industries, to assure that all members are represented at the Convention.
Throughout Article 2, affiliate is substituted for local, anticipating that some joint boards will adopt procedures to replace election of convention delegates by local.
Article 2, 8(b): Provides procedures for affiliate nominations for WU Convention delegates.
Article 2, 8(b), Article 11, 2(a): Gives affiliates more autonomy by permitting them to hold other than in-person elections for example, mail ballot elections without approval of WUs president.
Article 2, 13: Permits affiliate leaders to determine the number of delegates that the affiliate sends to the convention, without needing membership vote or GEB approval. Recognizes that joint board officers must make the difficult decisions about the use of the joint boards scarce resources in determining the number of delegates the joint boards members send to the convention.
Article 2, 17(a): Permits affiliates to submit late-filed resolutions to the WU Convention with the permission of one half, rather than of two thirds, or the delegates.
Article 3, 1(a): Limits the number of executive vice presidents to three and of vice presidents to twelve, and removes GEBs discretion to increase number of VPs and EVPs between conventions, except in the event of another union merging with WU.
Article 3, 6(n): Specifically affirms GEBs authority to to approve affiliations or mergers among Workers United affiliates, or between Workers United affiliates and SEIU affiliates.
Article 8, 1: Eliminates harsh penalties of charter forfeiture or trusteeship for affiliates that fail to hold membership meetings in accordance with their by-laws.
Article 9, 4: Provides affiliates with flexibility in permitting slates in affiliate elections by permitting affiliates to set their own slate approval procedures, and by eliminating certain slate requirements for elections involving five or fewer officer positions.
Article 10, 3(b): Anticipating that some WU convention delegates will be elected in joint-board-wide, district-wide or industry-wide elections, eliminates the requirement that nominations for candidates for WU office be seconded by delegates representing 20 locals.
Article 11, 2(b): Guarantees one observer at each polling place to each candidate for local office. [The number of observers accorded each slate at each polling place will still be left to the election committees discretion.]
Article 14, 6: Eliminates passive membership, a category from the HERE that permitted owners of small bars and restaurants to be union members.
Article 15, 2: Eliminates an affiliates authority to place seasonal employee members on withdrawal status, a right that was important in HEREs system of collecting per capita taxes from affiliates based on the affiliates membership.
Article 16, 6(a): Provides Retirees Association with greater flexibility to adopt procedures to select retiree delegates to WU Convention.
Article 17, 16: When a member appeals from union discipline, the appeals committee may require full compliance with the trial boards penalty.
Article 18, 1(b): Eliminates automatic dues increases for all WU members. Dues may be increased only by affiliates.
Article 18, 2(b), 3, 6(c), 7(b), 8(c); Article 20, 2: Eliminates references to affiliate payment of per capita and initiation fees to WU, and otherwise recognizes that WU affiliates pay per capita to SEIU, not to WU.
Article 18, 4: Provides GEB with flexibility to provide for strike fund.
Article 18, 5: Provides GEB with flexibility to provide for political fund.
Article 18, 6(d): Accords greater independence to affiliates by permitting the use of temporary, seasonal service or permit fee workers without WU approval.
Article 22, 5: Accords greater independence to affiliates by permitting affiliates to conduct real estate transactions without WU Secretary Treasurers approval.
Article 22, 6: Authorizes GEB, rather than WU Secretary Treasurer, to invest WU funds.
Article 25: Eliminates Public Review Board authority over WU. The PRB was created by HERE to supervise its adherence to the Ethical Practices Code. The PRB has declined to supervise WU. WU continues to adhere to the EPC, see the Constitutions Article 24.
Article 26 (renumbered to be Article 25), 1: Provides for voluntary, rather than mandatory, membership of WU Canadian affiliates in WU Canadian Conference.
Article 26 (renumbered to be Article 25), 3(d): Provides that Quebec Council (UTIS) may authorize strikes without Canadian directors authorization.
Article 26 (renumbered to be Article 25), 3(e): Provides that Canadian Conference Executive Board or Special Conference, rather than GEB shall fill Canadian Director vacancies.
Article 30 (renumbered to be Article 29), 2: Makes WU affiliate membership in regional labor federations, or, for Canadian affiliates, in the CLC voluntary rather than mandatory.
Article 31: Eliminates provision encouraging merger of benefit funds. This was meant to encourage consolidation of HERE funds with UNITE funds. This purpose is not longer relevant. Further consolidation of WU funds is appropriately left to the funds themselves.
Model Local Union By-Laws
Article 1, 2: Provides for local meetings at least every four months, a more realistic frequency than every two months as currently required.
Article 2, 1, 2, 16; Article 3; Article 4: Provides for fewer local officers, and for those officers to serve as joint board delegates by virtue of office.
Article 2, 12: Eliminates restrictive requirements for candidates desiring to run as a slate.
Article 4, 4: Provides for executive board meetings at least every four months, a more realistic frequency than every sixty days as currently required.
Article 5, 1: Simplifies election of auditing committee members by omitting requirement that members serve staggered terms. Currently, each members three-year term begins in a different year.
Article 3, 3: Provides that members have more notice 15 days rather than 10 days of proposed bylaw amendments, and that the local may send the notices by mail.
Schedule 1, Row1:Mutually Agreed Upon Adjustment On Invoices
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Schedule 9, Row1:Workers United & SEIU as part of a new Affiliation Agreement, agreed on a reduction of the Loan balance.