022-620 (LM2) 12/31/2015

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
022-620

2. PERIOD COVERED
From	01/01/2015
Through	12/31/2015

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 FOOD & COMMERCIAL WKRS
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 324
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name GREG	Last Name CONGER
P.O Box - Building and Room Number 5004
Number and Street 8530 STANTON AVE
City BUENA PARK
State CA	ZIP Code + 4 90620

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:

Greg M Conger

PRESIDENT

71. SIGNED:

Andrea Zinder

TREASURER

Date:

Mar 30, 2016

Telephone Number:

714-995-4601

Date:

Mar 30, 2016

Telephone Number:

714-995-4601

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

ITEMS 10 THROUGH 21

FILE NUMBER: 022-620

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?	$2,364,000
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?	08/2016

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

21,001

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	58.00	per	Month	25.00	80.00
(b) Working Dues/Fees	0	per	0	0	0
(c) Initiation Fees	N/A	per	N/A	0	450.00
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	N/A	per	N/A	N/A	N/A

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 022-620

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$2,309,663	$2,311,209
23. Accounts Receivable	1	$1,074,261	$1,084,692
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$186,487	$97,680
26. Investments	5	$8,153,331	$8,181,720
27. Fixed Assets	6	$3,524,191	$3,419,751
28. Other Assets	7	$366,986	$552,970
29. TOTAL ASSETS		$15,614,919	$15,648,022

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$430,262	$453,728
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$62,568	$56,922
34. TOTAL LIABILITIES		$492,830	$510,650

35. NET ASSETS

$15,122,089

$15,137,372

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 022-620

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$11,947,735
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$625,636
39. Sale of Supplies		$0
40. Interest		$320,652
41. Dividends		$0
42. Rents		$199,232
43. Sale of Investments and Fixed Assets	3	$32,852
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$13,441
48. Other Receipts	14	$1,702,647
49. TOTAL RECEIPTS		$14,842,195

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$4,570,935
51. Political Activities and Lobbying		16	$196,426
52. Contributions, Gifts, and Grants		17	$180,791
53. General Overhead		18	$3,417,550
54. Union Administration		19	$72,994
55. Benefits		20	$1,094,909
56. Per Capita Tax			$4,212,908
57. Strike Benefits			$6,580
58. Fees, Fines, Assessments, etc.			$91,721
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$417,345
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$150,250
65. Direct Taxes			$465,917

66. Subtotal			$14,878,326
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$2,184,765
67b. Less Total Disbursed	$2,147,088
67c. Total Withheld But Not Disbursed			$37,677
68. TOTAL DISBURSEMENTS			$14,840,649

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 022-620

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	$1,047,293	$0	$0	$0
Totals from all other accounts receivable	$37,399
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$1,084,692	$0	$0	$0
UFCW Region 8 Western States Council	$120,978
UFCW Food & Employers Trust Fund	$82,248
UFCW Drug & Employers Trust Fund	$9,356
Vons Grocery-Members Dues	$137,516
Haggen Stores-Members Dues	$1,826
Ralphs Grocery	$227,952
Albertsons-Member Dues	$134,751
Disneyland-Member Dues	$99,782
Gelsons-Member Dues	$20,428
Stater Bros-Member Dues	$174,660
CVS Drug-Member Dues	$37,796

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 022-620

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

Loans
Outstanding at
Start of Period
(B)

Loans Made
During Period
(C)

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

Loans
Outstanding at
End of Period
(E)

Total of loans not listed above

Total of all lines above

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 022-620

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	$1,703,173	$1,728,614	$1,728,614	$1,728,614
Sale of Investments from UBS Broker Account	$505,229	$453,835	$453,835	$453,835
Sale of Investments from Morgan Stanley Account	$1,165,092	$1,241,927	$1,241,927	$1,241,927
Closing of Merrill Lynch Investment Accounts	$32,852	$32,852	$32,852	$32,852

				Less Reinvestments	$1,695,762
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$32,852

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 022-620

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$417,345	$417,345	$417,345
Computers	$13,284	$13,284	$13,284
Camera	$5,427	$5,427	$5,427
Purchase of Investments from UBS & Morgan Stanley	$398,634	$398,634	$398,634

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$417,345

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 022-620

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$7,739,560
B. Total Book Value	$8,181,720
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Delaware Limited Term income Fund	$802,238
J.P Morgan Strategic Income Fund	$984,541
Pimco Investment Grade Bond Fund	$773,084
Pimco Total Return Fund	$773,062

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))

$8,181,720

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 022-620

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 8530 Stanton Ave., Buena Park, CA	$45,062		$45,062	$8,500,000
Land 2 : 8572 Stanton Ave., Buena Park, CA	$1,000,000		$1,000,000	$1,250,000
Land 3 : 8112 Crescent Ave., Buena Park, CA	$240,240		$240,240	$350,000
Land 4 : 309 N. Rampart Ave., Orange, CA	$671,000		$671,000	$700,000

B. Buildings (give location)
Building 1 : 8530 Stanton Ave, Buena Park, CA	$3,496,576	$2,440,382	$1,056,194	$1,056,194
Building 2 : 309 N. Rampart Ave., Orange	$337,950	$65,480	$272,470	$272,470

C. Automobiles and Other Vehicles

$44,470

$4,000

D. Office Furniture and Equipment

$1,109,630

$974,845

$134,785

E. Other Fixed Assets

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

$6,944,928

$3,525,177

$3,419,751

$12,267,449

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 022-620

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$552,970
Prepaid Ticket Purchases	$97,750
Exchanges	$88,234
Real Estate project Costs	$364,986
Security Deposit	$2,000

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 022-620

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	$453,728	$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))	$453,728	$0	$0	$0
UFCW International Union	$357,448	$0	$0	$0
Gilbert & Sackman	$20,931	$0	$0	$0
So California UFCW Joint Trust Fund	$60,082	$0	$0	$0
Spinelli Graphics	$15,267	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 022-620

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

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 022-620

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$56,922
Prepaid Member Dues	$32,704
Security Deposit Payable	$2,215
Payroll Tax Deductions Payable	$22,003

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 022-620

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances
Disbursed

(F)
Disbursements for Official Business

(G)
Other
Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

Conger , Greg M
President
C

$265,200

$3,450

$268,650

Schedule 15
Representational Activities

82 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

2 %

A
B
C

Zinder , Andrea
Secretary-Treasurer
C

$218,400

$3,818

$222,218

Schedule 15
Representational Activities

82 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

2 %

A
B
C

Eiden , Richard
Executive Vice President
C

$157,300

$4,232

$161,532

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

34 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

3 %

A
B
C

Bolam , Shari
Recorder
C

$127,195

$4,375

$131,570

Schedule 15
Representational Activities

72 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

23 %

Schedule 19
Administration

3 %

A
B
C

Halibozek , Gregory
Vice Pres./Comptroller
C

$127,400

$1,300

$128,700

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

91 %

Schedule 19
Administration

3 %

A
B
C

Adinolfi , Charles
Vice Pres./Director
C

$133,070

$5,234

$138,304

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

2 %

A
B
C

Davila , Gilbert
Vice Pres./Director
C

$126,900

$4,864

$131,764

Schedule 15
Representational Activities

81 %

Schedule 16
Political Activities and Lobbying

7 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

2 %

A
B
C

Barlow , Doris
Vice President
C

$1,200

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Swain , Charles
Vice President
C

$1,300

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Ozenbaugh , Graham
Vice President
C

$1,300

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Ybarra , Javier
Vice Pres./Organizer
C

$52,402

$7,705

$60,107

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

Fiddler , Laurinda
Vice President
C

$1,300

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Woods , Marty
Vice President
C

$1,300

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Campanello , Anthony
Vice President
C

$1,300

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Luviano , Priscilla
Vice President/Organizer
P

$47,505

$5,011

$52,516

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	$1,255,372	$0	$47,689	$0	$1,303,061
Less Deductions					$475,139
Net Disbursements					$827,922

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 022-620

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

(G)
Other Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

Adinolfi , Bridget
Union Representative
None

$98,049

$4,110

$102,159

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

1 %

A
B
C

Ashe , Kristen
Union Representative
None

$98,420

$3,722

$102,142

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

1 %

A
B
C

Ashe , Shawn
IT Analyst
None

$92,400

$100

$92,500

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

Barrion , Gilberto
Maintenance
None

$47,022

$100

$47,122

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

Baruch , Sylvia
Organizer
None

$69,424

$4,026

$73,450

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

49 %

Schedule 19
Administration

0 %

A
B
C

Bell , Matthew
Union Representative
None

$98,426

$5,060

$103,486

Schedule 15
Representational Activities

82 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

3 %

A
B
C

Carey , Cynthia
Executive Secretary
None

$69,160

$100

$69,260

Schedule 15
Representational Activities

72 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

27 %

Schedule 19
Administration

0 %

A
B
C

Carlton , Keiasha
General Office Clerk
None

$21,684

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

99 %

Schedule 19
Administration

0 %

A
B
C

Clarke , Mercedes
Communications
None

$70,200

$100

$70,300

Schedule 15
Representational Activities

62 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

36 %

Schedule 19
Administration

0 %

A
B
C

Conger , Todd
Communications
None

$91,504

$5,778

$97,282

Schedule 15
Representational Activities

62 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

36 %

Schedule 19
Administration

0 %

A
B
C

Dobias , Michelle
Benefits Supervisor
None

$79,800

$300

$80,100

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

Dunne , Karen
General Office Clerk
None

$42,728

$300

$43,028

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Escobar , Marlene
General Office Clerk
None

$40,316

$618

$40,934

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Hander , Jeri
Union Representative
None

$98,420

$6,209

$104,629

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

1 %

A
B
C

Hart , Matthew
Union Representative
None

$98,420

$3,780

$102,200

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

1 %

A
B
C

Huffman , Diana
Union Representative
None

$80,450

$1,028

$81,478

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

10 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

0 %

A
B
C

Ibarra-Lopez , Maria
Organizer
None

$98,421

$5,599

$104,020

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

1 %

A
B
C

John , Joanne
Executive Secretary
None

$44,573

$100

$44,673

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

75 %

Schedule 19
Administration

0 %

A
B
C

Karim , Syed
General Office Clerk
None

$15,541

$100

$15,641

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Kittredge , Daniel
Union Representative
None

$98,420

$2,647

$101,067

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

1 %

A
B
C

Klein , Michelle
Health Benefits Rep
None

$44,809

$300

$45,109

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

Kurvits , Solveig
Executive Secretary
None

$63,840

$100

$63,940

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

3 %

A
B
C

Land , Margaret
Union Representative
None

$98,420

$3,950

$102,370

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

0 %

A
B
C

Lee , Patrick
Union Representative
None

$97,310

$4,570

$101,880

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

16 %

Schedule 19
Administration

0 %

A
B
C

Mandella , Twila
Health Benefits Rep
None

$42,138

$300

$42,438

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

Martinez , Herlinda
Union Representative
None

$98,420

$4,102

$102,522

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

1 %

A
B
C

Midkiff , Brett
Union Representative
None

$98,420

$4,082

$102,502

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

1 %

A
B
C

Morales , Victor
Maintenance
None

$56,061

$100

$56,161

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

Nelson , Lynn
Executive Secretary
None

$60,120

$100

$60,220

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

75 %

Schedule 19
Administration

0 %

A
B
C

O'Brien , Daniel
Union Representative
None

$98,420

$3,513

$101,933

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

1 %

A
B
C

Paquette , Michelle
General Office Clerk
None

$42,903

$476

$43,379

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Pebley , Steven
Union Representative
None

$97,680

$2,843

$100,523

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

1 %

A
B
C

Perez-Moreno , Jose
Union Representative
None

$98,422

$4,498

$102,920

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

1 %

A
B
C

Piper , Robert
Union Representative
None

$66,605

$728

$67,333

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

1 %

A
B
C

Prado , Angel
Maintenance
None

$50,399

$100

$50,499

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

Punsalang , Louanne
Assistant to Comptroller
None

$71,550

$160

$71,710

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

92 %

Schedule 19
Administration

0 %

A
B
C

Ramirez , Michael
Organizer
None

$98,420

$6,580

$105,000

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

0 %

A
B
C

Rattan , Michelle
Health Benefits Rep
None

$42,503

$300

$42,803

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

Rodriguez , Dario
Union Representative
None

$98,420

$5,146

$103,566

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

1 %

A
B
C

Rose , Debra
Executive Secretary
None

$58,520

$100

$58,620

Schedule 15
Representational Activities

78 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

22 %

Schedule 19
Administration

0 %

A
B
C

Sessions , Jamie
Union Representative
None

$98,420

$3,320

$101,740

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

0 %

A
B
C

Shimada , Alejandrina
General Office Clerk
None

$43,390

$300

$43,690

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Silva , Stacy
General Office Dept. Head
None

$51,213

$300

$51,513

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Sotelo , Dennis
Health Benefits Rep
None

$41,196

$100

$41,296

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

Sotelo , Thonothiu
Union Representative
None

$98,420

$3,930

$102,350

Schedule 15
Representational Activities

82 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

17 %

Schedule 19
Administration

1 %

A
B
C

Thomas , Corrine
Schedule Auditor
None

$62,340

$9,452

$71,792

Schedule 15
Representational Activities

51 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

48 %

Schedule 19
Administration

0 %

A
B
C

Toscano , Olivia
Health Benefits Dept Head
None

$45,669

$300

$45,969

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

Velazquez , Annette
General Office Supervisor
None

$78,870

$300

$79,170

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Villegas , Leticia
Executive Secretary
None

$58,300

$100

$58,400

Schedule 15
Representational Activities

73 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

27 %

Schedule 19
Administration

0 %

A
B
C

Wallauch , Dave
IT Analyst
None

$98,420

$157

$98,577

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

Watts , Debra
Union Representative
None

$98,420

$14,375

$112,795

Schedule 15
Representational Activities

87 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

1 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$5,898

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

75 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$3,717,314	$0	$118,459	$0	$3,835,773
Less Deductions					$1,516,863
Net Disbursements					$2,318,910

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 022-620

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	21,001
Agency Fee Payers*	0
Total Members/Fee Payers	21,001
*Agency Fee Payers are not considered members of the labor organization.
Active members	20,938	Yes
Affiliated members	62	No
Beck Objecting members	1	No

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 022-620

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$1,178,161
2. Named Payer Non-itemized Receipts	$458,884
3. All Other Receipts	$65,602
4. Total Receipts	$1,702,647

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$105,260
2. Named Payee Non-itemized Disbursements	$9,712
3. To Officers	$12,358
4. To Employees	$16,770
5. All Other Disbursements	$36,691
6. Total Disbursements	$180,791

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$1,104,245
2. Named Payee Non-itemized Disbursements	$165,594
3. To Officers	$898,925
4. To Employees	$2,170,696
5. All Other Disbursements	$231,475
6. Total Disbursements	$4,570,935

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$938,514
2. Named Payee Non-itemized Disbursements	$401,416
3. To Officers	$256,076
4. To Employees	$1,598,527
5. All Other Disbursements	$223,017
6. Total Disbursements	$3,417,550

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$11,000
2. Named Payee Non-itemized Disbursements	$24,000
3. To Officers	$82,857
4. To Employees	$29,636
5. All Other Disbursements	$48,933
6. Total Disbursements	$196,426

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$52,845
4. To Employees	$20,149
5. All Other Disbursements	$0
6. Total Disbursements	$72,994

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 022-620

Name and Address
(A)

AMC Movie Tickets

13547 Ventura Blvd
Chicago
IL
60963

Type or Classification
(B)

Discounted movie tickets for members

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$46,135
Total of All Transactions with this Payee/Payer for This Schedule		$46,135

Name and Address
(A)

Coalition of Kaiser Permanente Unions

888 16th St., N.W. Ste 570
Washington
DC
20006

Type or Classification
(B)

Reimbursement of expenses

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,369
Total Non-Itemized Transactions with this Payee/Payer		$7,505
Total of All Transactions with this Payee/Payer for This Schedule		$19,874
Reimbursement of expenses for coalition meeting	05/19/2015	$12,369

Name and Address
(A)

Disneyland
61061

Anaheim
CA
92803

Type or Classification
(B)

Sale of discounted amusement park tickets

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$110,714
Total of All Transactions with this Payee/Payer for This Schedule		$110,714

Name and Address
(A)

Gary Piper

22824 Canyon View Dr.
Corona
CA
92883

Type or Classification
(B)

Reimbursement of Disability payments

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,298
Total Non-Itemized Transactions with this Payee/Payer		$6,150
Total of All Transactions with this Payee/Payer for This Schedule		$21,448
Reimbursement of disability payments	04/23/2015	$9,778
Reimbursement of disability payments	06/30/2015	$5,520

Name and Address
(A)

Krikorian Tickets

131 Palos Verdes Blvd.
Redondo Beach
CA

Type or Classification
(B)

Discounted movie tickets for members

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$41,023
Total of All Transactions with this Payee/Payer for This Schedule		$41,023

Name and Address
(A)

Legoland

One Legoland Dr
Carlsbad
CA
92028

Type or Classification
(B)

Sale of discounted amusement park tickets

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$29,475
Total of All Transactions with this Payee/Payer for This Schedule		$29,475

Name and Address
(A)

Raging Waters

111 Raging Waters Dr.
San Dimas
CA
91773

Type or Classification
(B)

Sale of discounted amusement park tickets

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,570
Total of All Transactions with this Payee/Payer for This Schedule		$9,570

Name and Address
(A)

Regal Theaters

7132 Regal Ln.
Knoxville
TN
37918

Type or Classification
(B)

Sale of discounted movie tickets to members

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$68,792
Total of All Transactions with this Payee/Payer for This Schedule		$68,792

Name and Address
(A)

Sea World

500 Sea World Dr.
San Diego
CA
92109

Type or Classification
(B)

Sale of discounted amusement park tickets

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$47,344
Total of All Transactions with this Payee/Payer for This Schedule		$47,344

Name and Address
(A)

Six Flags Magic Mountain
550

Valencia
CA
91385

Type or Classification
(B)

Sale of discounted amusement park tickets

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$26,541
Total of All Transactions with this Payee/Payer for This Schedule		$26,541

Name and Address
(A)

Steven Pebley

1464 Westmont Dr.
Anaheim
CA
92801

Type or Classification
(B)

Reimbursement of Disability payments

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,144
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,144
Reimbursement of disability payments	06/30/2015	$12,144

Name and Address
(A)

UFCW & Food Employers Joint Trust Fund
6010

Cypress
CA

Type or Classification
(B)

Reimbursement of expenses & vacation pay

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$495,707
Total Non-Itemized Transactions with this Payee/Payer		$929
Total of All Transactions with this Payee/Payer for This Schedule		$496,636
Reimbursement of industry vacation pay	02/14/2015	$11,990
Reimbursement of salaries & expenses	04/13/2015	$108,668
Reimbursement of salaries & expenses	07/15/2015	$115,399
Reimbursement of salaries & expenses	10/07/2015	$119,561
Reimbursement of salaries & expenses	11/09/2015	$32,190
Reimbursement of salaries & expenses	12/29/2015	$30,617
Reimbursement of salaries & expenses	04/30/2015	$77,282

Name and Address
(A)

UFCW Drug Trust Fund

27920 Los Feliz Station
Los Angeles
CA
90027

Type or Classification
(B)

Reimbursement of salaries & expenses

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$47,156
Total Non-Itemized Transactions with this Payee/Payer		$28,226
Total of All Transactions with this Payee/Payer for This Schedule		$75,382
Reimbursement of salaries & expenses	01/06/2015	$8,251
Reimbursement of salaries & expenses	01/22/2015	$8,252
Reimbursement of salaries & expenses	03/13/2015	$9,752
Reimbursement of salaries & expenses	03/30/2015	$5,014
Reimbursement of salaries & expenses	06/05/2015	$10,460
Reimbursement of salaries & expenses	09/27/2015	$5,427

Name and Address
(A)

UFCW International Union

1775 K Street N.W.
Washington
DC
20006

Type or Classification
(B)

Reimbursement of salaries for Organizing campaign

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$17,154
Total Non-Itemized Transactions with this Payee/Payer		$36,480
Total of All Transactions with this Payee/Payer for This Schedule		$53,634
Reimbursement of salaries for org campaign	03/13/2015	$10,050
Reimbursement of salaries for org. campaign	10/20/2015	$7,104

Name and Address
(A)

UFCW International Union

1775 K Street N.W.
Washington
DC
20006

Type or Classification
(B)

Hardship assistance for Haggen store members

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,334
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$43,334
Hardship assistance for Haggen members	12/15/2015	$43,334

Name and Address
(A)

UFCW Region 8 States Council
5158

Buena Park
CA
90620

Type or Classification
(B)

Reimbursement of expenses for Organizing campaign

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$534,999
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$534,999
Reimbursement of expenses for Organizing campaign	05/26/2015	$50,000
Reimbursement of expenses for Organizing campaign	06/15/2015	$40,000
Reimbursement of expenses for Organizing campaign	06/15/2015	$50,000
Reimbursement of expenses for Organizing campaign	07/07/2015	$45,000
Reimbursement of expenses for Organizing campaign	07/22/2015	$29,999
Reimbursement of expenses for Organizing campaign	08/24/2015	$40,000
Reimbursement of expenses for Organizing campaign	09/23/2015	$80,000
Reimbursement of expenses for Organizing campaign	10/26/2015	$80,000
Reimbursement of expenses for Organizing campaign	11/24/2015	$80,000
Reimbursement of expenses for Organizing campaign	12/15/2015	$40,000

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 022-620

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

Name and Address
(A)

American Airlines

4333 Amon Carter Blvd.
Fort Worth
TX
76155

Type or Classification
(B)

Convention & Meetings Expense

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$19,647
Total of All Transactions with this Payee/Payer for This Schedule		$19,647

Name and Address
(A)

Anthony Miller

24255 Pacific Coast highway
Malibu
CA
90263

Type or Classification
(B)

Arbitrations & Transcripts

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,250
Total Non-Itemized Transactions with this Payee/Payer		$875
Total of All Transactions with this Payee/Payer for This Schedule		$6,125
Arbitrator Fees	09/30/2015	$5,250

Name and Address
(A)

AT&T Mobility
6463

Carol Stream
IL
60197

Type or Classification
(B)

Cell phone service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,557
Total Non-Itemized Transactions with this Payee/Payer		$38,848
Total of All Transactions with this Payee/Payer for This Schedule		$44,405
Cell phone service & phone equipment	01/20/2015	$5,557

Name and Address
(A)

Gilbert & Sackman

3699 Wilshire Blvd.Ste 1200
Los Angeles
CA
90010

Type or Classification
(B)

Legal Fees

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$260,577
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$260,577
Cargil petition,El Super neg.Parra Ralphs arb,arbs	01/20/2015	$19,086
El Super negotiations, various arbs.	02/27/2015	$9,216
El Super neg. Ralphs issues, various arbs.	03/12/2015	$9,426
Cargil petition,El Super neg.dues issues, var.arbs	04/22/2015	$26,789
El Super neg.Ralphs pre-cut pork, var. arbs	05/18/2015	$14,746
CVS red.,El Super negs.,general consult, arbs.	06/12/2015	$22,257
CVS red.,El Super negs.,gen con sonsult,var arbs	07/16/2015	$21,453
El Super negs.,Lab Corp petition,Rite Aid arb,arb	08/12/2015	$37,091
El Super negs.,Haggen closings,var. arbs.	09/22/2015	$25,939
Dodson disp.El Super neg.Haggen slosing, var arb	10/13/2015	$28,449
El Super neg.,Haggen store closing, var. arb.	11/24/2015	$26,638
Cargill petition, El Super neg,Haggen closings	12/11/2015	$19,487

Name and Address
(A)

LATTC

400 West Washington Blvd
Los Angeles
CA
90015

Type or Classification
(B)

Labor Law classes for membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,154
Total of All Transactions with this Payee/Payer for This Schedule		$11,154

Name and Address
(A)

Lindy Office Products

1247 W. Grove Ave
Orange
CA
92865

Type or Classification
(B)

Negotiations

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$1,029
Total of All Transactions with this Payee/Payer for This Schedule		$1,029

Name and Address
(A)

Mailing Pros

5261 Business Drive
Huntington Beach
CA
92649

Type or Classification
(B)

Mailing to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,211
Total Non-Itemized Transactions with this Payee/Payer		$2,583
Total of All Transactions with this Payee/Payer for This Schedule		$8,794
1st class mailing food division re. negotiations	09/18/2015	$6,211

Name and Address
(A)

Mercury Insurance
11991

Santa Ana
CA
92711

Type or Classification
(B)

Auto Insurance Reps, Organizers, Officers

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$44,551
Total of All Transactions with this Payee/Payer for This Schedule		$44,551

Name and Address
(A)

Orange County Voter Info Project

309 N Rampart
Orange
CA
92868

Type or Classification
(B)

El Super informational lines

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$655,977
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$655,977
El Super informational handbill lines payroll	05/12/2015	$50,000
El Super informational handbill lines payroll	06/02/2015	$50,000
El Super informational handbill lines payroll	06/11/2015	$40,000
El Super informational handbill lines payroll	07/02/2015	$45,000
El Super informational handbill lines payroll	07/21/2015	$29,999
El Super informational handbill lines payroll	08/17/2015	$40,000
El Super informational handbill lines payroll	08/24/2015	$40,000
El Super informational handbill lines payroll	09/02/2015	$40,000
El Super informational handbill lines payroll	09/22/2015	$40,000
El Super informational handbill lines payroll	10/01/2015	$40,000
El Super informational handbill lines payroll	10/15/2015	$40,000
El Super informational handbill lines payroll	10/30/2015	$40,000
El Super informational handbill lines payroll	11/10/2015	$40,000
El Super informational handbill lines payroll	11/30/2015	$40,000
El Super informational handbill lines payroll	12/10/2015	$40,000
El Super informational handbill lines payroll	12/23/2015	$40,978

Name and Address
(A)

Spinelli Graphics

10631 Bloomfield Ste 2
Los Alamitos
CA
90720

Type or Classification
(B)

Printing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$76,011
Total Non-Itemized Transactions with this Payee/Payer		$14,192
Total of All Transactions with this Payee/Payer for This Schedule		$90,203
El Super Organizing Flyers & business cards	01/31/2015	$15,836
El Super Flyers	01/20/2015	$2,739
Food 4 less contracts	03/18/2015	$5,021
El Super flyers	04/21/2015	$1,862
El Super flyers, business cards	10/06/2015	$6,536
El Super flyers	11/24/2015	$3,236
El Super flyers, work schedule books	12/14/2015	$14,276
El Super Flyers	07/31/2015	$10,089
CVS ballots and contracts, Stater Bros contracts	02/26/2015	$16,416

Name and Address
(A)

UFCW Reg. 8 Western States Council

8530 Stanton Ave.
Buena Park
CA
90620

Type or Classification
(B)

Organizing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,117
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$19,117
Latino Radio Advertisement	04/29/2015	$19,117

Name and Address
(A)

Union TZ

3080 Crestline Dr.
Corona
CA
92881

Type or Classification
(B)

Shop Steward Seminar

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,980
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$46,980
Lanyards and lapel pins for Shop Steward Seminar	02/11/2015	$10,926
Jackets and portable charger for Shop Steward Sem.	05/26/2015	$36,054

Name and Address
(A)

Wright Express
639

Portland
ME
04104

Type or Classification
(B)

Union Gas Expense

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,565
Total Non-Itemized Transactions with this Payee/Payer		$32,715
Total of All Transactions with this Payee/Payer for This Schedule		$61,280
Union Gas for Reps & Organizers	04/07/2015	$5,482
Union Gas for Reps & Organizers	06/07/2015	$5,769
Union Gas for Reps & Organizers	07/01/2015	$5,776
Union Gas for Reps & Organizers	08/01/2015	$6,016
Union Gas for Reps & Organizers	09/01/2015	$5,522

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 022-620

Name and Address
(A)

Betty Yee for Controller

381 Bush St. #300
San Francisco
CA
94104

Type or Classification
(B)

Political Contribution

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Contribution To Betty Yee for Controller campaign	10/19/2015	$5,000

Name and Address
(A)

Business Energy & Election

3277 White Road #223
San Jose
CA
95148

Type or Classification
(B)

Political Contribution

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
Long Beach Medical collective	08/01/2015	$6,000

Name and Address
(A)

Orange County Voter Info Project

309 N Rampart
Orange
CA
92868

Type or Classification
(B)

Voter initiative drive

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$24,000
Total of All Transactions with this Payee/Payer for This Schedule		$24,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 022-620

Name and Address
(A)

CLUE
400 West Washington Blvd
464 Lucas Ave #202
Los Angeles
CA
90017

Type or Classification
(B)

Clergy assisting labor and economic justice

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

Name and Address
(A)

LA County Federation of Labor

2130 W James M Wood Blvd.
Los Angeles
CA
90006

Type or Classification
(B)

Donation

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Donation in support Herlinda Chico	04/07/2015	$10,000

Name and Address
(A)

NGC

300 Millennium Dr
Crystal Lake
IL
60012

Type or Classification
(B)

Gift Cards for members in need

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,010
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,010
Toys R US Gift cards for member families	10/09/2015	$15,010

Name and Address
(A)

OCCORD
6598

Santa Ana
CA
92706

Type or Classification
(B)

Donation

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Donation to annual Champion dinner	11/03/2015	$10,000

Name and Address
(A)

Orange County Federation of Labor

309 N. Rampart
Orange
CA
92868

Type or Classification
(B)

Donation for fundraiser events

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$25,000
Ground Breaker event	02/10/2015	$10,000
Annual Solidarity Awards Dinner	05/07/2015	$15,000

Name and Address
(A)

Stater Bros

301 S Tippecanoe Ave
San Bernadino
CA
92408

Type or Classification
(B)

Gift Cards for members in need

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,250
Total Non-Itemized Transactions with this Payee/Payer		$4,712
Total of All Transactions with this Payee/Payer for This Schedule		$44,962
Food gift cards for members in need	09/09/2015	$35,250
Food gift cards for members in need	12/21/2015	$5,000

Name and Address
(A)

UCLA Foundation
400 West Washington Blvd
10920 Wilshire Blvd
Los Angeles
CA
90024

Type or Classification
(B)

Donation

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Donation for May 14 dinner for Labor Foundation	03/02/2015	$5,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 022-620

Name and Address
(A)

ADP

5355 Orangethorpe Ave.
La Palma
CA
91110

Type or Classification
(B)

Accounting & Payroll services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$24,123
Total of All Transactions with this Payee/Payer for This Schedule		$24,123

Name and Address
(A)

All Covered
39000
100 Montgomery St. Ste 500
San Francisco
CA
94139

Type or Classification
(B)

IT Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,051
Total Non-Itemized Transactions with this Payee/Payer		$14,574
Total of All Transactions with this Payee/Payer for This Schedule		$25,625
IT Services	10/15/2015	$11,051

Name and Address
(A)

Amazon

410 Terry Ave.
Seattle
WA
91109

Type or Classification
(B)

IT Supplies

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,223
Total of All Transactions with this Payee/Payer for This Schedule		$6,223

Name and Address
(A)

Amtrust North America
6939

Cleveland
OH
44101

Type or Classification
(B)

Workers Compensation insurance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,627
Total Non-Itemized Transactions with this Payee/Payer		$93
Total of All Transactions with this Payee/Payer for This Schedule		$60,720
Workers Comp premium	02/20/2015	$6,918
Workers Comp premium	04/07/2015	$5,206
Workers Comp premium	06/20/2015	$5,206
Workers Comp premium	05/12/2015	$5,206
Workers Comp premium	08/12/2015	$5,206
Workers Comp premium	07/07/2015	$5,206
Workers Comp premium	09/09/2015	$5,206
Workers Comp premium	10/06/2015	$5,206
Workers Comp premium	09/23/2015	$6,855
Workers Comp premium	11/12/2015	$10,412

Name and Address
(A)

AMC Movie Tickets

11500 Ash St
Leawood
KS
66211

Type or Classification
(B)

Movie tickets for sale to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,080
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$33,080
Purchase of movie tickets for sale to members	05/19/2015	$8,020
Purchase of movie tickets for sale to members	06/23/2015	$8,020
Purchase of movie tickets for sale to members	08/19/2015	$8,020
Purchase of movie tickets for sale to members	11/30/2015	$9,020

Name and Address
(A)

Aramark Uniform Services
101179

Pasadena
CA
91189

Type or Classification
(B)

Building Maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,229
Total of All Transactions with this Payee/Payer for This Schedule		$5,229

Name and Address
(A)

AT&T
5025

Carol Stream
IL

Type or Classification
(B)

Telephone Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$44,522
Total of All Transactions with this Payee/Payer for This Schedule		$44,522

Name and Address
(A)

Brian Bloom Architect

350 S. Milliken Ave. Ste G
Ontario
CA
91761

Type or Classification
(B)

Architect Fees

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$162,525
Total Non-Itemized Transactions with this Payee/Payer		$1,981
Total of All Transactions with this Payee/Payer for This Schedule		$164,506
Architect fees for construction remodel of offices	09/16/2015	$39,885
Architect fees for construction remodel of offices	10/31/2015	$33,647
Architect fees for construction remodel of offices	11/17/2015	$34,494
Architect fees for construction remodel of offices	12/29/2015	$44,868
Architect fees for construction remodel of offices	07/22/2015	$9,631

Name and Address
(A)

BSC Properties

23651 Birtcher Dr.
Lake Forest
CA
92630

Type or Classification
(B)

Rent Branch office

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$38,870
Total of All Transactions with this Payee/Payer for This Schedule		$38,870

Name and Address
(A)

Buena Park Postmaster

7377 La Palma
Buena Park
CA
90622

Type or Classification
(B)

Postage & Permits

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,000
Total Non-Itemized Transactions with this Payee/Payer		$3,012
Total of All Transactions with this Payee/Payer for This Schedule		$29,012
Replenish postage for U Magazine	02/18/2015	$6,000
Replenish postage for U Magazine	06/15/2015	$10,000
Replenish postage for U Magazine	12/18/2015	$10,000

Name and Address
(A)

Century Business Leasing
41802

Philadelphia
PA
19101

Type or Classification
(B)

Copier and Printr Leasing & Maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$57,566
Total of All Transactions with this Payee/Payer for This Schedule		$57,566

Name and Address
(A)

Century Business Services

1342 Bell Ave Suite 3A
Tustin
CA
92780

Type or Classification
(B)

Copier & Printer Maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,966
Total of All Transactions with this Payee/Payer for This Schedule		$9,966

Name and Address
(A)

City of Buena Park

6550 Beach Blvd.
Buena Park
CA
90620

Type or Classification
(B)

Fees & Permits

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,654
Total Non-Itemized Transactions with this Payee/Payer		$2,937
Total of All Transactions with this Payee/Payer for This Schedule		$8,591
Fees & Permits for remodel of offices	11/24/2015	$5,654

Name and Address
(A)

CITI
550599

Jacksonville
FL
32255

Type or Classification
(B)

IT Equipment & Network Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,044
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$18,044
IT Equipment & Network Lease	10/29/2015	$6,068
IT Equipment & Network Lease	10/29/2015	$5,988
IT Equipment & Network Lease	11/24/2015	$5,988

Name and Address
(A)

CITIPAS
100760

Pasadena
CA
91189

Type or Classification
(B)

IT Equipment & Network Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,988
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,988
IT Equipment & Network Lease	12/29/2015	$5,988

Name and Address
(A)

Data Management Enterprises

2103 Whitman Way
Corona
CA
92880

Type or Classification
(B)

IT Consulting Servises

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,775
Total of All Transactions with this Payee/Payer for This Schedule		$5,775

Name and Address
(A)

DC Action Labs

2034 East St. NW
Washington
DC
20001

Type or Classification
(B)

Website Developement

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Website Developement	12/07/2015	$5,000

Name and Address
(A)

Designer Sound Security

13547 Ventura Blvd
Sherman Oaks
CA
91423

Type or Classification
(B)

Building Repairs & Maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,178
Total of All Transactions with this Payee/Payer for This Schedule		$5,178

Name and Address
(A)

Disneyland

1313 Disneyland Dr.
Anaheim
CA
92802

Type or Classification
(B)

Amusement Park tickets for sale to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$91,176
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$91,176
Purchase of tickets for sale to members	02/25/2015	$11,508
Purchase of tickets for sale to members	04/23/2015	$37,440
Purchase of tickets for sale to members	12/11/2015	$42,228

Name and Address
(A)

General Data Company
640558

Cincinnati
OH
45264

Type or Classification
(B)

Printer supplies & maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,964
Total of All Transactions with this Payee/Payer for This Schedule		$14,964

Name and Address
(A)

Jose Amador -AMA

1390 Combs Way
Corona
CA
92883

Type or Classification
(B)

IT Consulting Servises

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,725
Total of All Transactions with this Payee/Payer for This Schedule		$8,725

Name and Address
(A)

Konica Minolta
550599

Jacksonville
FL
32255

Type or Classification
(B)

IT Equipment & Network Leasing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,049
Total Non-Itemized Transactions with this Payee/Payer		$7,353
Total of All Transactions with this Payee/Payer for This Schedule		$13,402
IT Equipment & Network Leasing	10/19/2015	$6,049

Name and Address
(A)

Krikorian Movie Tickets

131 Redondo Beach Palos
Torrance
CA
92501

Type or Classification
(B)

Movie tickets for sale to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$45,108
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$45,108
Purchase of movie tickets for sale to members	01/12/2015	$7,518
Purchase of movie tickets for sale to members	02/25/2015	$7,518
Purchase of movie tickets for sale to members	05/19/2015	$7,518
Purchase of movie tickets for sale to members	06/23/2015	$7,518
Purchase of movie tickets for sale to members	08/19/2015	$7,518
Purchase of movie tickets for sale to members	12/01/2015	$7,518

Name and Address
(A)

Legoland

1 Legoland Dr.
Carlsbad
CA
92008

Type or Classification
(B)

Amusement Park tickets for sale to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,513
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$46,513
Purchase of Amusement Park tickets	03/10/2015	$22,300
Purchase of Amusement Park tickets	08/19/2015	$24,213

Name and Address
(A)

Lindy Office Products

1247 W. Grove Ave
Orange
CA
92865

Type or Classification
(B)

Office Products and supplies

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$21,340
Total of All Transactions with this Payee/Payer for This Schedule		$21,340

Name and Address
(A)

Mailing Pros

5261 Business Drive
Huntington Beach
CA
92649

Type or Classification
(B)

Mailings to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$4,489
Total of All Transactions with this Payee/Payer for This Schedule		$4,489

Name and Address
(A)

Netcom

313 N. Berry Street
Brea
CA
92821

Type or Classification
(B)

Data cabling

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,332
Total Non-Itemized Transactions with this Payee/Payer		$6,526
Total of All Transactions with this Payee/Payer for This Schedule		$14,858
Data cabling office network	08/11/2015	$8,332

Name and Address
(A)

NuWest Insurance
18973

Irvine
CA
92622

Type or Classification
(B)

Insurance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,933
Total Non-Itemized Transactions with this Payee/Payer		$2,614
Total of All Transactions with this Payee/Payer for This Schedule		$27,547
Union Liability Insurance	10/05/2015	$24,933

Name and Address
(A)

Orange Hill Restaurant

6410 E. Chapman
Orange
CA
92869

Type or Classification
(B)

Staff Christmas Party

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,368
Total Non-Itemized Transactions with this Payee/Payer		$3,404
Total of All Transactions with this Payee/Payer for This Schedule		$9,772
Staff Christmas party	11/24/2015	$6,368

Name and Address
(A)

Park Disposal
5398

Buena Park
CA
90622

Type or Classification
(B)

Trash Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,611
Total of All Transactions with this Payee/Payer for This Schedule		$9,611

Name and Address
(A)

Raging Waters

111 Raging Waters Drive
San Dimas
CA
91773

Type or Classification
(B)

Purchase of amusement park tickets for membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,567
Total of All Transactions with this Payee/Payer for This Schedule		$9,567

Name and Address
(A)

Rampart Business Community
15305
6598
Santa Ana
CA
92735

Type or Classification
(B)

Building Association dues Rampart property

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,798
Total of All Transactions with this Payee/Payer for This Schedule		$8,798

Name and Address
(A)

Regal Movie Theaters

7132 REgal Lane
Knoxville
TN
37918

Type or Classification
(B)

Movie tickets for sale to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$67,080
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$67,080
Purchase of movie tickets for sale to members	03/18/2015	$16,020
Purchase of movie tickets for sale to members	07/22/2015	$17,020
Purchase of movie tickets for sale to members	09/23/2015	$17,020
Purchase of movie tickets for sale to members	12/31/2015	$17,020

Name and Address
(A)

Reliable Landscape

8121 Commonwealth Ave.
Buena Park
CA
90621

Type or Classification
(B)

Landscaping and gardening services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,640
Total of All Transactions with this Payee/Payer for This Schedule		$10,640

Name and Address
(A)

Sea World

500 Sea World Dr.
San Diego
CA
92109

Type or Classification
(B)

Amusement Park tickets for sale to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,100
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$37,100
Purchase of Amusement Park tickets	04/15/2015	$18,900
Purchase of Amusement Park tickets	05/11/2015	$5,600
Purchase of Amusement Park tickets	10/30/2015	$12,600

Name and Address
(A)

Seneca Insurance Company

160 Water St. 16th floor
New York
NY
10038

Type or Classification
(B)

Insurance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,531
Total Non-Itemized Transactions with this Payee/Payer		$3,743
Total of All Transactions with this Payee/Payer for This Schedule		$20,274
Commercial insurance premium	05/18/2015	$16,531

Name and Address
(A)

Six Flags Magic Mountain
550

Valencia
CA
91385

Type or Classification
(B)

Amusement Park tickets for sale to membership

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,736
Total Non-Itemized Transactions with this Payee/Payer		$8,019
Total of All Transactions with this Payee/Payer for This Schedule		$27,755
Purchase of tickets for sale to members	04/15/2015	$6,005
Purchase of tickets for sale to members	06/12/2015	$7,768
Purchase of tickets for sale to members	08/05/2015	$5,963

Name and Address
(A)

South Coast Mechanical

2283 East Via Burton
Anaheim
CA
92806

Type or Classification
(B)

HVAC Repairs & Maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,544
Total of All Transactions with this Payee/Payer for This Schedule		$7,544

Name and Address
(A)

Southern California Edison
300

Rosemead
CA
91712

Type or Classification
(B)

Utility Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$83,138
Total Non-Itemized Transactions with this Payee/Payer		$4,897
Total of All Transactions with this Payee/Payer for This Schedule		$88,035
Utility Services	01/31/2015	$5,141
Utility Services	03/04/2015	$5,023
Utility Services	04/08/2015	$5,323
Utility Services	05/12/2015	$5,737
Utility Services	06/04/2015	$5,314
Utility Services	07/09/2015	$7,755
Utility Services	08/12/2015	$10,699
Utility Services	08/31/2015	$10,674
Utility Services	10/02/2015	$12,473
Utility Services	11/23/2015	$9,573
Utility Services	12/04/2015	$5,426

Name and Address
(A)

Spinelli Graphics

10631 Bloomfield Ste 2
Los Alamitos
CA
90720

Type or Classification
(B)

Printing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$85,606
Total Non-Itemized Transactions with this Payee/Payer		$4,628
Total of All Transactions with this Payee/Payer for This Schedule		$90,234
Logo sheets & letterhead	01/20/2015	$3,128
20,000 copies of the U Magazine	02/27/2015	$13,700
21,000 copies of the U Magazine	04/21/2015	$14,672
21,000 copies of the U Magazine	06/29/2015	$14,672
20,000 copies of the U Magazine	08/21/2015	$19,940
Envelopes and 20,200 copies of the U Magazine	10/20/2015	$15,918
Envelopes	11/24/2015	$3,576

Name and Address
(A)

Thyssenkrupp Elevator
933004

Atlanta
GA
31193

Type or Classification
(B)

Elevator Repair & Maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,285
Total of All Transactions with this Payee/Payer for This Schedule		$6,285

Name and Address
(A)

Total Funds by Hassler
30193

Tampa
FL
33630

Type or Classification
(B)

PMeter Postage

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$36,000
Total of All Transactions with this Payee/Payer for This Schedule		$36,000

Name and Address
(A)

UFCW International Union

1775 K Street N.W.
Washington
DC
20006

Type or Classification
(B)

Insurance & Bonds and IT LUMM IT Support

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,484
Total Non-Itemized Transactions with this Payee/Payer		$1,860
Total of All Transactions with this Payee/Payer for This Schedule		$10,344
Bond	02/08/2015	$8,484

Name and Address
(A)

Union TZ

3080 Crestline Dr.
Corona
CA
92881

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,891
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$26,891
Lapel Pins	02/04/2015	$5,793
Pens for handout to membership	03/05/2015	$14,222
Polo shirts	03/31/2015	$6,876

Name and Address
(A)

Vierregger Accountancy Corp

8081 Stanton Ave.
Buena Park
CA
90620

Type or Classification
(B)

Accouting and Auditing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,500
Total Non-Itemized Transactions with this Payee/Payer		$360
Total of All Transactions with this Payee/Payer for This Schedule		$37,860
Audit of Union records	10/15/2015	$37,500

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 022-620

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS

FILE NUMBER: 022-620

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$1,094,909
Health & Welfare & Pension for employees	UFCW & Food Employers Joint Trust Fund	$778,880
Health & Welfare & Pension for employees	UFCW & Southern California Drug Trust Fund	$6,683
Retiree Health & Welfare	UFCW International Union	$141,280
401k matching contribution & sponsor charge	UFCW International Union	$168,066

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 022-620

Question 10: Southern California UFCW Unions and Drug Employers Pension Fund EIN 51-6029925 2220 Hyperian Ave., Los Angeles CA 90028 P.N. 001 Trust Fund plan providing pension benefits to eligible members and beneficiaries. Southern California UFCW Unions and Drug Employers Benefit Fund EIN 95-6474516 2220 Hyperian Ave., Los Angeles, CA 90028 P.N. 501 Trust Fund plan providing medical, dental, prescriptions, vision benefits to eligible members and beneficiaries.

General Sales & UFCW Unions Pension Plan EIN 51-602991 2220 Hyperian Ave., Los Angeles, CA 90028 P.N. 001 Trust Fund Plan providing pension benefits to eligible members and beneficiaries. Southern California UFCW Unions & Food Employers Ancillary Fund EIN 33-0605485 6425 Katella Ave., Cypress, CA 90630 P.N. 501 Trust Fund plan providing housing and education benefits to eligible members and beneficiaries. Southern California Unions & Food Employers Benefit Plan EIN 95-2301788 6425 Katella Ave., Cypress, CA 90630 P.N.501 Trust Fund plan providing medical, vision, prescription benefits to eligible members and beneficiaries. Southern California Unions & Food Employers Pension Plan EIN 95-1939092 6425 Katella Ave., Cypress, CA 90630 P.N. 001 Trust Fund providing pension benefits to eligible members and beneficiaries. Southern California UFCW Unions & Food Employers IAP EIN 33-0548757 6425 Katella Ave, Cypress, CA 90630 P.N. 001 Trust Fund providing pension benefits to eligible members and beneficiaries. Universal Trust Fund EIN 95-6047046 220 professional Dr. Roseville CA 95661 P.N. 501 Trust Fund providing medical, dental, prescription benefits to eligible members and beneficiaries. NEBA Inc. 2010 N.W. 150th Ave. Pembroke Pines, FL 33028 Trust Fund providing medical, dental, prescription benefits to eligible members and beneficiaries.

Question 11(a):

Question 11(a): UFCW Union Local 324 has a Political Action Committee (PAC) Fund. The PAC Fund is registered with the state of California. The California ID number is 1306048.

Question 12: UFCW Union Local 324 has a yearly audit performed by an outside independent CPA firm. The CPA fir is Vierregger Accountancy Corporation. The firm's address is 8081 Stanton Ave., Buena Park, CA 90620.

Schedule 1, Row1:

Schedule 1, Row1:

Schedule 1, Row2:

Schedule 1, Row2:

Schedule 1, Row3:

Schedule 1, Row3:

Schedule 1, Row4:

Schedule 1, Row4:

Schedule 1, Row5:

Schedule 1, Row5:

Schedule 1, Row6:

Schedule 1, Row6:

Schedule 1, Row7:

Schedule 1, Row7:

Schedule 1, Row8:

Schedule 1, Row8:

Schedule 1, Row9:

Schedule 1, Row9:

Schedule 1, Row10:

Schedule 1, Row10:

Schedule 1, Row11:

Schedule 1, Row11:

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 13, Row2:

Schedule 13, Row2:Affiliated members are retired members. Affiliated members pay partial dues. They may not vote in the election of officers of the Local Union.

Schedule 13, Row2:

Schedule 13, Row2:Affiliated members are not full dues paying members and are not eligible to vote in the election of officers for the Union.

Schedule 13, Row3:

Schedule 13, Row3:Beck objecting members do not have full rights as members. They pay dues based on the percentage of chargeable expenses related to the Union. They may not vote in the election of officers of the Union.

Schedule 13, Row3:

Schedule 13, Row3:Beck objectors are not full paying members and are not eligible to vote in the election of officers of the Union.

Schedule 13, Row1:

Schedule 13, Row1:An active members is a full paying member who is employed within a collective bargaining unit represented by the international Union or the Local Union. An active member has full rights as a member of the Union.

Schedule 13, Row1:

Schedule 13, Row1:



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