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:
07-31-2019
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
030-334
2.
PERIOD COVERED
From
01/01/2017
Through
12/31/2017
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
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
223
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
CLAYTON
Last Name
BANRY
P.O Box - Building and Room Number
Number and Street
1230 NE 106TH AVENUE
City
PORTLAND
State
OR
ZIP Code + 4
97220
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:
Leslie F Sloy
PRESIDENT
71. SIGNED:
Clayton D Banry
TREASURER
Date:
Mar 14, 2018
Telephone
Number:
503-256-5995
Date:
Mar 14, 2018
Telephone
Number:
503-256-5995
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
030-334
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?
No
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
No
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
Yes
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$500,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
Yes
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?
11/2018
20. How many members did the labor organization
have at the end of the reporting period?
2,163
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
0
per
Month
$38.00
$105.00
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
$150.00
per
One time
0
0
(d) Transfer Fees
$57.50
per
Transfer
0
0
(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:
030-334
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$232,497
$312,895
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
27. Fixed Assets
6
$128,874
$130,448
28. Other Assets
7
$0
29.
TOTAL ASSETS
$361,371
$443,343
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
31. Loans Payable
9
32. Mortgages Payable
$523,118
$505,460
33. Other Liabilities
10
$146
$43,101
34. TOTAL
LIABILITIES
$523,264
$548,561
35. NET
ASSETS
-$161,893
-$105,218
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
030-334
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$1,552,613
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$165,300
39. Sale of Supplies
$0
40. Interest
$597
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$935
48. Other Receipts
14
$4,630
49. TOTAL RECEIPTS
$1,724,075
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$597,767
51.
Political Activities and Lobbying
16
$13,721
52.
Contributions, Gifts, and Grants
17
$2,575
53. General
Overhead
18
$249,709
54. Union
Administration
19
$23,364
55. Benefits
20
$248,310
56. Per
Capita Tax
$414,398
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$973
60. Purchase
of Investments and Fixed Assets
4
$11,765
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$800
65. Direct
Taxes
$80,295
66. Subtotal
$1,643,677
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$221,863
67b. Less Total
Disbursed
$221,863
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$1,643,677
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
030-334
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
030-334
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 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:
030-334
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
$0
$0
$0
$0
Less Reinvestments
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
030-334
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$11,765
$11,765
$11,765
Kitchen Remodel
$8,243
$8,243
$8,243
HVAC/Heater Replacement
$1,822
$1,822
$1,822
Refrigerator
$1,100
$1,100
$1,100
Computer
$600
$600
$600
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$11,765
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
030-334
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
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))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
030-334
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
1230 NE 106th Ave. Portland, OR
$65,098
$65,098
$322,390
B.
Buildings (give location)
Building
1
:
1230 NE 106th Ave. Portland, OR
$573,080
$512,100
$60,980
$1,491,700
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$74,374
$70,004
$4,370
$4,370
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$712,552
$582,104
$130,448
$1,818,460
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
030-334
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
030-334
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
030-334
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:
030-334
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$43,101
Payroll Withholding Payable
$146
Vacation Liability
$42,955
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
030-334
(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
Banry
,
Clayton
D Secretary-Treasurer C
$118,174
$8,820
$1,817
$0
$128,811
I
Schedule 15
Representational Activities
97
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
3
%
A
B
C
Sloy
,
Leslie
F President C
$85,031
$0
$608
$0
$85,639
I
Schedule 15
Representational Activities
62
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
35
%
Schedule 19
Administration
3
%
A
B
C
Dart
,
Charlene
W Vice-President C
$0
$2,760
$37
$0
$2,797
I
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
Hill
,
Richard
C Recording Secretary C
$0
$2,760
$37
$0
$2,797
I
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
Baxter
,
Gregory
H Trustee/Business Agent C
$103,425
$8,820
$3,991
$0
$116,236
I
Schedule 15
Representational Activities
97
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
3
%
A
B
C
Maia
,
Jonathan
W Trustee C
$0
$2,760
$0
$0
$2,760
I
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
Robburts
,
Karine
D Trustee N
$0
$690
$0
$0
$690
I
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
Thorson
,
Thomas
O Trustee P
$0
$2,070
$0
$0
$2,070
I
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
%
Total Officer
Disbursements
$306,630
$28,680
$6,490
$0
$341,800
Less Deductions
$110,702
Net
Disbursements
$231,098
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
030-334
(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
Burchak
,
Jill
M Bookkeeper None
$78,601
$0
$60
$0
$78,661
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
Jensen
,
Brent
P Business Agent None
$103,385
$8,820
$1,968
$0
$114,173
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
Tully
,
David
A Business Agent None
$99,205
$8,820
$2,106
$0
$110,131
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$281,191
$17,640
$4,134
$0
$302,965
Less
Deductions
$111,161
Net Disbursements
$191,804
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
030-334
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
2,163
Agency Fee Payers*
183
Total Members/Fee Payers
2,346
*Agency Fee Payers are
not considered members of the labor organization.
Active Members
2,163
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
030-334
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$4,630
4. Total
Receipts
$4,630
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$2,575
6. Total
Disbursements
$2,575
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$75,200
2. Named Payee
Non-itemized Disbursements
$8,032
3. To Officers
$290,792
4. To Employees
$213,291
5. All Other
Disbursements
$10,452
6. Total
Disbursements
$597,767
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$5,940
2. Named Payee
Non-itemized Disbursements
$64,150
3. To Officers
$29,974
4. To Employees
$78,661
5. All Other
Disbursements
$70,984
6. Total
Disbursements
$249,709
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$11,013
5. All Other
Disbursements
$2,708
6. Total
Disbursements
$13,721
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$21,034
4. To Employees
$0
5. All Other
Disbursements
$2,330
6. Total
Disbursements
$23,364
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
030-334
There was no data
found for this schedule.
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
030-334
Name and Address
(A)
Tedesco Law Group
3021 NE Broadway Portland OR 97232
Type or Classification
(B)
Legal Counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$75,200
Total
Non-Itemized Transactions with this Payee/Payer
$8,032
Total of All Transactions with this
Payee/Payer for This Schedule
$83,232
Legal fees for arbitration/grievances
01/27/2017
$6,342
Legal fees for arbitration/grievances
02/24/2017
$5,040
Legal fees for arbitration/grievances
03/29/2017
$5,435
Legal fees for arbitration/grievances
05/30/2017
$11,191
Legal fees for arbitration/grievances
06/23/2017
$7,138
Legal fees for arbitration/grievances
07/27/2017
$6,471
Legal fees for arbitration/grievances
08/30/2017
$5,315
Legal fees for arbitration/grievances
10/27/2017
$7,368
Legal fees for arbitration/grievances
10/31/2017
$8,900
Legal fees for arbitration/grievances
11/30/2017
$12,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
030-334
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
030-334
There was no data
found for this schedule.
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
030-334
Name and Address
(A)
AT&T 5019
Carol Stream IL 60197-5019
Type or Classification
(B)
Telecommunications Service Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,537
Total of All Transactions with this
Payee/Payer for This Schedule
$7,537
Name and Address
(A)
Bank of the West
419 NW Broadway Portland OR 97209
Type or Classification
(B)
Mortgage Loan Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$43,164
Total of All Transactions with this
Payee/Payer for This Schedule
$43,164
Name and Address
(A)
CenturyLink 91155
Seattle WA 98111
Type or Classification
(B)
Telecommunications Service Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,519
Total of All Transactions with this
Payee/Payer for This Schedule
$6,519
Name and Address
(A)
Huebner, Dooley & McGinness, P.S.
1424 NE 155th St, Suite 100 Shoreline WA 98155
Type or Classification
(B)
Certified Public Accountants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,940
Total
Non-Itemized Transactions with this Payee/Payer
$6,930
Total of All Transactions with this
Payee/Payer for This Schedule
$12,870
2016 audit progress billing
03/31/2017
$5,940
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
030-334
There was no data
found for this schedule.
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
030-334
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$248,310
Legal Insurance
ARAG Group
$480
Standard Life Insurance
Joint Council of Teamsters #37
$668
Health and Welfare
Oregon Teamster Employers Trust
$107,273
Legal Insurance
Oregon Teamster Group Legal Trust Fund
$1,203
HRA Plan
Oregon Teamster Employers Trust - HRA
$7,200
Pension
Western Conference of Teamsters Pension Plan
$118,550
Pension
Western States Representatives Retirement Plan
$7,151
Group Life Insurance
Genworth Life Insurance Company
$1,200
Group Life Insurance
Jackson National Life Insurance Company
$3,385
Group Life Insurance
Individual Plans
$1,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
030-334
Question 11(b):
Question 11(b): : : The Local Union controls the Teamsters Local No. 223 Building Corporation, a separate legal entity, and has the same officers and directors as the Building Corporation. The Building Corporation's purpose is to acquire, loan, lease, rent, and operate a building suitable for the purpose of the Local Union. The address of the Building Corporation is 1230 NE 106th Avenue, Portland, OR 97220. The financial operations of the Building Corporation are consolidated into the Local Union and included in this LM-2 report.
Question 12: The Local Union's financial statements were audited in the current year by:
Huebner, Dooley & McGinness, P.S.
Certified Public Accountants
1424 NE 155th Street, Suite 100
Shoreline, WA 98155
www.hdm-cpa.com.
Question 15: During the current year, the Local Union disposed of equipment with an original cost of $850 and net book value of $0 as of December 31, 2017.
Schedule 13, Row1:Active Members are individuals that have executed a written application for membership on a form provided by the Secretary-Treasurer and have
paid initiation fees and one month's dues. Also, the Local Union has accepted this individual's application and dues. An active member has taken an oath of
obligation as a member at a regular meeting following acceptance of their application, unless dispensed with by the Local Union policy or practice. This category of membership pays dues in order to remain a member in good standing.