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
022-620
2. PERIOD COVERED
From01/01/2017
Through12/31/2017
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
FOOD AND 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 CongerPRESIDENT71. SIGNED:Andrea ZinderTREASURER
Date:Mar 27, 2018Telephone Number:714-995-4601Date:Mar 27, 2018Telephone 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?08/2019
20. How many members did the labor organization have at the end of the reporting period?20,636
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees58.00permonth25.0080.00
(b) Working Dues/Fees0per000
(c) Initiation FeesN/AperN/A0450.00
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 022-620

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $576,980$685,631
23. Accounts Receivable1$1,377,495$1,169,002
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $76,066$53,264
26. Investments5$7,337,702$7,199,513
27. Fixed Assets6$9,015,871$8,022,058
28. Other Assets7$83,615$36,328
29. TOTAL ASSETS $18,467,729$17,165,796

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$1,200,744$482,708
31. Loans Payable9$2,343,147$0
32. Mortgages Payable $0$0
33. Other Liabilities10$64,473$22,509
34. TOTAL LIABILITIES $3,608,364$505,217
35. NET ASSETS$14,859,365$16,660,579
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 022-620

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $11,657,311
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $630,449
39. Sale of Supplies $0
40. Interest $257,103
41. Dividends $0
42. Rents $268,522
43. Sale of Investments and Fixed Assets3$3,635,420
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $554,013
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$1,725,643
49. TOTAL RECEIPTS $18,728,461
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$4,795,350
51. Political Activities and Lobbying16$264,071
52. Contributions, Gifts, and Grants17$172,511
53. General Overhead18$3,146,432
54. Union Administration19$75,825
55. Benefits20$1,282,155
56. Per Capita Tax $4,146,358
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $31,431
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,331,171
61. Loans Made2$0
62. Repayment of Loans Obtained9$2,343,147
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $554,013
65. Direct Taxes $478,673
  
66. Subtotal $18,621,137
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$2,065,144  
  67b. Less Total Disbursed$2,063,817  
  67c. Total Withheld But Not Disbursed $1,327
68. TOTAL DISBURSEMENTS $18,619,810
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$0$0$0$0
Totals from all other accounts receivable$1,169,002   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $1,169,002$0$0$0
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$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 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$3,045,657$3,099,806$4,351,744$4,351,744
Sale of 8572 Stanton Ave. Buena Park CA 90620$1,000,000$1,000,000$2,251,938$2,251,938
Morgan Stanley sale of marketable securities $1,348,544$1,429,141$1,429,141$1,429,141
UBS sale of marketable securties$697,113$670,665$670,665$670,665
Less Reinvestments$716,324
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$3,635,420
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$0$0$2,047,495
Building renovations 8530 Stanton Ave. Buena Park$931,090
16 chairs for executive offices and board rooms$5,844
Purchase of marketable securities$1,110,561
 Less Reinvestments$716,324
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,331,171
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$6,369,899
B. Total Book Value$7,199,513
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Delaware Limited Term Income
$386,470
  • J.P. Morgan Strategic Income
$1,105,385
  • Pimco Investment Grade Bond
$886,178
  • Pimco Total Return
$546,167
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)) $7,199,513
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 :      8112 Crescent Ave. Buena Park, CA$240,240 $240,240$2,410,000
Land  3 :      309 N. Rampart Ave, Orange CA$671,000 $671,100$671,000
B. Buildings (give location)    
Building  1 :      8530 Stanton Ave. Buena Park, CA $9,326,496$2,784,412$6,542,084$6,542,084
Building  2 :      309 N. Rampart$337,950$82,378$255,572$255,752
C. Automobiles and Other Vehicles$25,437$25,437$0$2,500
D. Office Furniture and Equipment$1,219,331$951,331$268,000$268,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $11,865,516$3,843,558$8,022,058$18,649,336
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)) $36,328
Prepaid Tickets$36,328
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$31,454$0$31,454$0
Total from all other accounts payable$451,254$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $482,708$0$31,454$0
H. C. Olsen$31,454$0$31,454$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$2,343,147$0$2,343,147$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Bank of the West$2,343,147$0$2,343,147$0$0
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)) $22,509
Payroll withholding$1,327
Prepaid member dues$21,182
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		(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 		CONGER ,  GREG   M
PRESIDENT
C		$261,690$3,510$265,200
I
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		$226,200$2,176$228,376
I
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   P
EXECUTIVE VICE PRESIDENT
P		$172,386$172,386
I
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 		BELL ,  MATTHEW   R
EXECUTIVE VICE PRESIDENT
N		$131,485$3,254$134,739
I
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   R
RECORDER
C		$135,200$4,702$139,902
I
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 		ADINOLFI ,  CHARLES   V
VICE PRES./DIRECTOR
C		$135,513$6,087$141,600
I
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		$135,200$3,614$138,814
I
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   A
VICE PRESIDENT
P		$300$300
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 		SWAIN ,  CHARLES   A
VICE PRESIDENT
C		$1,100$1,100
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 		OZENBAUGH ,  GRAHAM   S
VICE PRESIDENT
C		$900$900
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 		YBARRA ,  JAVIER  
VICE PRES./ORGANIZER
C		$51,964$23,948$75,912
I
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 		HALIBOZEK ,  GREGORY   R
VICE PRES./COMPTROLLER
P		$500$500
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 		FIDDLER ,  LAURINDA   L
VICE PRESIDENT
C		$1,557$1,557
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 		CAMPANELLO ,  ANTHONY   J
VICE PRESIDENT
C		$1,300$1,300
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 		CRUZ ,  JOLINE   E
VICE PRESIDENT
C		$1,100$1,100
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$1,249,638$0$54,048$0$1,303,686
Less Deductions    $498,366
Net Disbursements    $805,320
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 022-620

(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 		ADINOLFI ,  BRIDGET   J
UNION REPRESENTATIVE
NONE		$103,459$2,900$106,359
I
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   L
UNION REPRESENTATIVE
NONE		$100,100$5,808$105,908
I
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 ,  SHAWN   J
IT ANALYST
NONE		$102,410$100$102,510
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 		BARRION ,  GILBERTO   T
MAINTENANCE
NONE		$47,480$303$47,783
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 		BARUCH ,  SYLVIA  
ORGANIZAER
NONE		$87,508$4,019$91,527
I
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 		CAREY ,  CYNTHIA   K
EXECUTIVE SECRETARY
NONE		$71,820$170$71,990
I
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 		CHAPMAN ,  TARA   L
HEALTH BENEFITS REP
NONE		$42,323$300$42,623
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 		CLARKE ,  MERCEDES   C
COMMUNICATIONS
NONE		$72,520$399$72,919
I
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   A
COMMUNICATIONS
NONE		$102,410$4,962$107,372
I
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   D
BENEFITS SUPERVISOR
NONE		$83,310$300$83,610
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 		DUNNE ,  KAREN   E
GENERAL OFFICE CLERK
NONE		$22,729$22,729
I
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 		ENRIQUEZ ,  BERNARDO  
UNION REPRESENTATIVE
NONE		$100,100$6,483$106,583
I
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 		ESCOBAR ,  MARLENE  
GENERAL OFFICE CLERK
NONE		$42,219$300$42,519
I
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 		FLOYD ,  JASON  
UNION REPRESENTATIVE
NONE		$59,201$5,765$64,966
I
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 		HANDER ,  JERI  
UNION REPRESENTATIVE
NONE		$102,410$4,089$106,499
I
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   A
UNION REPRESENTATIVE
NONE		$102,025$3,517$105,542
I
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 		HERNANDEZ ,  JOE  
ORGANIZAER
NONE		$100,100$6,282$106,382
I
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 		HUFFMAN ,  DIANA  
UNION REPRESENTATIVE
NONE		$92,544$2,944$95,488
I
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 		IBARRA-LOPEZ ,  MARIA   R
ORGANIZER
NONE		$102,410$5,215$107,625
I
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   S
EXECUTIVE SECRETARY
NONE		$55,020$100$55,120
I
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   A
GENERAL OFFICE CLERK
NONE		$43,036$300$43,336
I
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   E
UNION REPRESENTATIVE
NONE		$102,410$3,172$105,582
I
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 		KLEIN ,  MICHELLE   P
HEALTH BENEFITS REP
NONE		$45,206$300$45,506
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 		KURVITS ,  SOLVEIG  
EXECUTIVE SECRETARY
NONE		$66,500$100$66,600
I
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		$102,410$3,753$106,163
I
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 		LEE ,  PATRICK   J
UNION REPRESENTATIVE
NONE		$31,066$466$31,532
I
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 		LOCKHART ,  JASON   M
COMPTROLLER
NONE		$99,950$2,156$102,106
I
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 		LUVIANO ,  PRISCILLA  
ORGANIZER
NONE		$82,469$4,559$87,028
I
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 		MANDELLA ,  TWILA   J
HEALTH BENEFITS REP
NONE		$43,066$300$43,366
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 		MIDKIFF ,  BRETT   A
UNION REPRESENTATIVE
NONE		$102,410$3,435$105,845
I
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   M
MAINTENANCE
NONE		$52,590$313$52,903
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 		NELSON ,  LYNN   A
EXECUTIVE SECRETARY
NONE		$79,025$305$79,330
I
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 		PAQUETTE ,  MICHELLE   L
GENERAL OFFICE CLERK
NONE		$41,716$300$42,016
I
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   C
UNION REPRESENTATIVE
NONE		$83,115$2,474$85,589
I
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 ,  HERLINDA  
UNION REPRESENTATIVE
NONE		$99,407$3,103$102,510
I
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   L
UNION REPRESENTATIVE
NONE		$99,284$3,226$102,510
I
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 		PRADO ,  ANGEL   R
MAINTEANCE
NONE		$50,202$665$50,867
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 		PUNSALANG ,  LOUANNE   M
ASSISTANT TO COMPTROLLER
NONE		$77,780$100$77,880
I
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   J
UNION REPRESENTATIVE
NONE		$102,410$5,645$108,055
I
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 		RATTAN ,  MICHELLE   L
HEALTH BENEFITS REP
NONE		$43,160$300$43,460
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 		RODRIGUEZ ,  DARIO   R
UNION REPRESENTATIVE
NONE		$102,410$7,437$109,847
I
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   A
EXECUTIVE SECRETARY
NONE		$61,180$100$61,280
I
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   D
UNION REPRESENTATIVE
NONE		$102,410$2,263$104,673
I
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   G
GENERAL OFFICE CLERK
NONE		$43,958$300$44,258
I
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   A
GENERAL OFFICE DEPT. HEAD
NONE		$50,878$300$51,178
I
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   P
UNION REPRESENTATIVE
NONE		$41,389$300$41,689
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 		SOTELO ,  THONOTHIU  
UNION REPRESENTATIVE
NONE		$100,100$3,795$103,895
I
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   A
SCHEDULE AUDITOR
NONE		$62,330$7,831$70,161
I
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 ,  OLIVA  
HEALTH BENEFITS DEPT HEAD
NONE		$46,422$300$46,722
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 		VELAZQUEZ ,  ANNETTE   A
GENERAL OFFICE SUPERVISOR
NONE		$82,460$373$82,833
I
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 		VILLEGAS ,  LETICIA  
EXECUTIVE SECRETARY
NONE		$61,640$100$61,740
I
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   C
IT ANALYST
NONE		$102,410$1,988$104,398
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 		WATTS ,  DEBRA   S
UNION REPRESENTATIVE
NONE		$38,817$718$39,535
I
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$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$3,935,714$0$114,733$0$4,050,447
Less Deductions    $1,566,778
Net Disbursements    $2,483,669
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) 20,636 
Agency Fee Payers*0
Total Members/Fee Payers20,636 
*Agency Fee Payers are not considered members of the labor organization.
Active Members20,529Yes
Affiliated members106No
Beck Objecting members1No
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$1,258,758
2. Named Payer Non-itemized Receipts$304,229
3. All Other Receipts$162,656
4. Total Receipts$1,725,643
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$119,415
2. Named Payee Non-itemized Disbursements$11,981
3. To Officers$15,549
4. To Employees$9,151
5. All Other Disbursements$16,415
6. Total Disbursements$172,511
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$1,054,309
2. Named Payee Non-itemized Disbursements$194,603
3. To Officers$953,969
4. To Employees$2,259,229
5. All Other Disbursements$333,240
6. Total Disbursements$4,795,350
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$629,401
2. Named Payee Non-itemized Disbursements$407,746
3. To Officers$151,576
4. To Employees$1,732,801
5. All Other Disbursements$224,908
6. Total Disbursements$3,146,432
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$24,900
2. Named Payee Non-itemized Disbursements$40,714
3. To Officers$131,761
4. To Employees$24,271
5. All Other Disbursements$42,425
6. Total Disbursements$264,071
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$50,830
4. To Employees$24,995
5. All Other Disbursements
6. Total Disbursements$75,825
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)
Movie Theater Tickets
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,547
Total of All Transactions with this Payee/Payer for This Schedule$11,547
Name and Address
(A)
Century Business

1675 Scenic Ave. Ste#250
Costa Mesa
CA
92626
Type or Classification
(B)
Copier & Printer Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,387
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$26,887
Refund of copier & printer costs05/22/2017$9,048
Refund of copier & printer costs12/22/2017$15,339
Name and Address
(A)
County of Orange

12 Civic Center Plaza #200
Santa Ana
CA
92701
Type or Classification
(B)
County Assessor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,869
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,869
Refund of property taxes05/22/2017$10,182
Refund of property taxes06/16/2017$5,687
Name and Address
(A)
Krikorian Tickets

131 Palos Verdes Blvd.
Redondo Beach
CA
Type or Classification
(B)
Movie Theater
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$29,783
Total of All Transactions with this Payee/Payer for This Schedule$29,783
Name and Address
(A)
Legoland

One Legoland Dr.
Carlsbad
CA
92028
Type or Classification
(B)
Amusement Park
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$57,109
Total of All Transactions with this Payee/Payer for This Schedule$57,109
Name and Address
(A)
Raging Water

111 Raging Waters Drive
San Dimas
CA
Type or Classification
(B)
Amusement Park
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,069
Total of All Transactions with this Payee/Payer for This Schedule$5,069
Name and Address
(A)
Regal Theaters

7132 Regal Ln.
Knoxville
TN
37918
Type or Classification
(B)
Movie Theater
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$44,216
Total of All Transactions with this Payee/Payer for This Schedule$44,216
Name and Address
(A)
Sea World

500 Sea World Dr.
San Diego
CA
92109
Type or Classification
(B)
Amusement Park
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,107
Total of All Transactions with this Payee/Payer for This Schedule$25,107
Name and Address
(A)
Six Flags Magic Mountain
550

Valencia
CA
91385
Type or Classification
(B)
Amusement Park
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,242
Total of All Transactions with this Payee/Payer for This Schedule$11,242
Name and Address
(A)
UC Regents

675 S. Park View St.
Los Angeles
CA
90057
Type or Classification
(B)
Non Profit Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,500
Refund of expenses07/13/2017$14,500
Name and Address
(A)
UFCW & Food Employers Joint Trust Fund
6010

Cypress
CA
90630-0010
Type or Classification
(B)
Affiliated Employee Benefit Plan
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$468,355
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$468,355
Reimbursement of Industry vacation pay03/17/2017$6,591
Reimbursement of salaries & expenses02/13/2017$113,601
Reimbursement of salaries & expenses03/21/2017$37,751
Reimbursement of salaries & expenses04/19/2017$37,842
Reimbursement of salaries & expenses05/01/2017$36,324
Reimbursement of salaries & expenses06/16/2017$44,130
Reimbursement of salaries & expenses07/20/2017$36,320
Reimbursement of salaries & expenses08/15/2017$36,531
Reimbursement of salaries & expenses09/15/2017$43,986
Reimbursement of salaries & expenses10/13/2017$36,637
Reimbursement of salaries & expenses11/15/2017$38,642
Name and Address
(A)
UFCW Drug Trust Fund

27920 Los Feliz Station
Los Angeles
CA
90027
Type or Classification
(B)
Affiliated Employee Benefit Plan
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,547
Total Non-Itemized Transactions with this Payee/Payer$46,016
Total of All Transactions with this Payee/Payer for This Schedule$66,563
Reimbursement of salaries & expenses05/31/2017$5,384
Reimbursement of salaries & expenses12/22/2017$9,834
Reimbursement of salaries & expenses09/15/2017$5,329
Name and Address
(A)
UFCW International Union

1775 K Street N.W.
Washington
DC
20006
Type or Classification
(B)
Parent Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$84,885
Total Non-Itemized Transactions with this Payee/Payer$63,433
Total of All Transactions with this Payee/Payer for This Schedule$148,318
Reimbursement of salaries & expenses02/13/2017$45,947
Reimbursement of salaries & expenses02/22/2017$14,569
Reimbursement of salaries & expenses04/04/2017$16,524
Reimbursement of salaries & expenses08/23/2017$7,845
Name and Address
(A)
UFCW Region 8 States Council
5158

Buena Park
CA
90622
Type or Classification
(B)
Affiliated Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$630,215
Total Non-Itemized Transactions with this Payee/Payer$8,207
Total of All Transactions with this Payee/Payer for This Schedule$638,422
Reimbursement of expenses12/22/2017$6,995
Reimbursement of El Super Organizing Campaign 01/09/2017$44,510
Reimbursement of El Super Organizing Campaign02/02/2017$60,201
Reimbursement of El Super Organizing Campaign01/24/2017$28,653
Reimbursement of El Super Organizing Campaign02/02/2017$47,296
Reimbursement of El Super Organizing Campaign 02/15/2017$26,633
Reimbursement of El Super Organizing Campaign04/04/2017$48,798
Reimbursement of El Super Organizing Campaign04/04/2017$20,529
Reimbursement of El Super Organizing Campaign05/03/2017$21,803
Reimbursement of El Super Organizing Campaign05/03/2017$22,475
Reimbursement of El Super Organizing Campaign05/23/2017$25,267
Reimbursement of El Super Organizing Campaign07/13/2017$20,238
Reimbursement of El Super Organizing Campaign05/23/2017$20,942
Reimbursement of El Super Organizing Campaign07/13/2017$20,536
Reimbursement of El Super Organizing Campaign07/13/2017$19,608
Reimbursement of El Super Organizing Campaign08/23/2017$19,353
Reimbursement of El Super Organizing Campaign 08/23/2017$41,394
Reimbursement of El Super Organizing Campaign 10/11/2017$40,827
Reimbursement of El Super Organizing Campaign11/30/2017$20,280
Reimbursement of El Super Organizing Campaign 10/11/2017$18,480
Reimbursement of El Super Organizing Campaign11/30/2017$38,332
Reimbursement of El Super Organizing Campaign11/30/2017$17,065
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 022-620

Name and Address
(A)
ACSC
25449

Santa Ana
CA
92799
Type or Classification
(B)
Automobile Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,366
Total of All Transactions with this Payee/Payer for This Schedule$6,366
Name and Address
(A)
American Airlines

43333 Amon Carter Blvd
Fort Worth
TX
Type or Classification
(B)
Airlines
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,127
Total of All Transactions with this Payee/Payer for This Schedule$10,127
Name and Address
(A)
Anthony Miller

24255 Pacific Coast Highway
Malibu
CA
90263
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,075
Total of All Transactions with this Payee/Payer for This Schedule$7,075
Name and Address
(A)
AT&T Mobility
6463

Carol Stream
IL
Type or Classification
(B)
Telephone Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,695
Total Non-Itemized Transactions with this Payee/Payer$39,060
Total of All Transactions with this Payee/Payer for This Schedule$45,755
Cellular phone service for Reps and Organizers10/17/2017$6,695
Name and Address
(A)
Coalition of Resort Labor Union Local 50

1313 Disneyland Dr.
Anaheim
CA
92802
Type or Classification
(B)
Labor Coalition
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
Research & study regarding Disneyland membership09/08/2017$5,000
Research & study regarding Disneyland membership09/19/2017$5,000
Name and Address
(A)
Costco-Capital One
5219

Carol Stream
IL
60197
Type or Classification
(B)
Warehouse Retail Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$2,412
Total Non-Itemized Transactions with this Payee/Payer$6,280
Total of All Transactions with this Payee/Payer for This Schedule$8,692
Shop Steward Seminar & Negotiation Supplies07/19/2017$2,412
Name and Address
(A)
David Binder Research

44 Page Street #404
San Francisco
CA
94102
Type or Classification
(B)
Research Consultant
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
Focus group & study of Food Division membership12/15/2017$10,000
Name and Address
(A)
Debbie Watts

3113 Windsong Court
Chino Hills
CA
91709
Type or Classification
(B)
Kaiser Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,437
Total Non-Itemized Transactions with this Payee/Payer$43,241
Total of All Transactions with this Payee/Payer for This Schedule$54,678
Kaiser negotiations & reimbursement of expenses09/30/2017$5,437
Kaiser negotiations & reimbursement of expenses10/31/2017$6,000
Name and Address
(A)
Gilbert & Sackman

3699 Wilshire Blvd. Ste 12
Los Angeles
CA
90010
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$186,146
Total Non-Itemized Transactions with this Payee/Payer$2,968
Total of All Transactions with this Payee/Payer for This Schedule$189,114
Kaiser discharge,CVS griev.,Phillips Alb arb, misc01/18/2017$12,846
CVS vac. griev.Ralphs pre-cut pork, mis. legal02/28/2017$48,099
Brooks discharge,CVS vac griev, El Super neg, misc03/21/2017$17,180
Brooks discharge,CVS vac griev,El Super neg,misc04/20/2017$38,690
CVS vac. griev,El Super neg.,misc. legal matters05/17/2017$19,950
CVS vac. griev,El Super neg.,misc. legal matters06/19/2017$18,396
Ralphs pre-cut pork griev,misc. legal matters09/15/2017$7,150
Albertsons R.Lopez griev,,Food4Less,other legal11/21/2017$5,818
Albertsons R.Lopez griev.,Ralphs Pre-Cut Pork,misc12/28/2017$18,017
Name and Address
(A)
Hilton

7930 Jones Branch Drive
McLean
VA
22102
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,949
Total Non-Itemized Transactions with this Payee/Payer$3,202
Total of All Transactions with this Payee/Payer for This Schedule$12,151
Kaiser delegate meeting in Portland, OR08/09/2017$8,949
Name and Address
(A)
Jason's Catering Events, Inc.

172 N. Tustin St #304
Orange
CA
92867
Type or Classification
(B)
Catering Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,535
Total Non-Itemized Transactions with this Payee/Payer$5,209
Total of All Transactions with this Payee/Payer for This Schedule$28,744
Catering for Food Division Shop Steward seminar10/17/2017$10,021
Meeting regarding right to work 05/31/2017$6,654
Meeting regarding right to work06/02/2017$6,860
Name and Address
(A)
Kaufman Legal Group

777 S Figuroa St Suite 4050
Los Angeles
CA
90117-5864
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$81,561
Total Non-Itemized Transactions with this Payee/Payer$29,494
Total of All Transactions with this Payee/Payer for This Schedule$111,055
Legal regarding organizing cannabis dispensaries 01/31/2017$29,355
Legal regarding organizing cannabis dispensaries02/28/2017$16,729
Legal regarding organizing cannabis dispensaries05/17/2017$5,150
Legal regarding organizing cannabis dispensaries05/31/2017$6,772
Legal regarding organizing cannabis dispensaries06/29/2017$6,070
Legal regarding organizing cannabis dispensaries12/31/2017$11,793
Legal regarding organizing cannabis dispensaries07/31/2017$5,692
Name and Address
(A)
Linked Union

2915 Red Hill Ave. Ste B201
Costa Mesa
CA
92626
Type or Classification
(B)
Mobile App Consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,500
Total of All Transactions with this Payee/Payer for This Schedule$9,500
Name and Address
(A)
P.E Duhn & Assoc.

8081 Stanton Ave.
Buena Park
CA
90620
Type or Classification
(B)
Payroll Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$536,840
Total Non-Itemized Transactions with this Payee/Payer$1,389
Total of All Transactions with this Payee/Payer for This Schedule$538,229
El Super informational handbill lines payroll01/12/2017$31,385
El Super informational handbill lines payroll01/23/2017$25,816
El Super informational handbill lines payroll01/31/2017$21,481
El Super informational handbill lines payroll02/09/2017$29,807
El Super informational handbill lines payroll03/08/2017$21,991
El Super informational handbill lines payroll03/09/2017$22,565
El Super informational handbill lines payroll03/29/2017$21,380
El Super informational handbill lines payrol04/21/2017$22,929
El Super informational handbill lines payroll04/05/2017$21,803
El Super informational handbill lines payroll05/17/2017$25,267
El Super informational handbill lines payroll05/17/2017$20,801
El Super Informational handbill lines payroll06/20/2017$20,536
El Super informational handbill lines payroll06/05/2017$20,380
El Super informational handbill lines payroll07/13/2017$38,960
El Super informational handbill lines payroll08/03/2017$20,693
El Super informational handbill lines payroll08/21/2017$20,701
El Super informational handbill lines payroll09/06/2017$20,245
El Super informational handbill lines payroll09/19/2017$20,581
El Super informational handbill lines payroll10/04/2017$20,280
El Super informational handbill lines payroll10/27/2017$38,640
El Super informational handbill lines payroll11/15/2017$18,172
El Super informational handbill lines payroll11/29/2017$17,065
El Super informational handbill lines payroll12/06/2017$15,362
Name and Address
(A)
Southwest Airlines

2702 Love Field Dr.
Dallas
TX
75235
Type or Classification
(B)
Airline Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,068
Total of All Transactions with this Payee/Payer for This Schedule$6,068
Name and Address
(A)
Spinelli Graphics

10631 Bloomfield St.
Los Alamitos
CA
90720
Type or Classification
(B)
Printing Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$117,159
Total Non-Itemized Transactions with this Payee/Payer$17,714
Total of All Transactions with this Payee/Payer for This Schedule$134,873
Umagazine printing, Kaiser contracts02/28/2017$21,745
Food & Meat contracts & business cards05/25/2017$11,027
Business cards, UMagazine, El Super flyers06/07/2017$19,810
Stater Bros Contracts07/19/2017$6,778
Business cards,Gelson contracts,UMag, flyers09/27/2017$24,964
El Super Flyers11/07/2017$1,993
UMagazine, business cards11/29/2017$20,290
El Super flyers ,Weingarten rights, new mbr apps12/15/2017$10,552
Name and Address
(A)
Zero Degrees

33582 Sundown Court
Dana Point
CA
Type or Classification
(B)
Promotional Product Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$59,575
Total Non-Itemized Transactions with this Payee/Payer$6,910
Total of All Transactions with this Payee/Payer for This Schedule$66,485
Backpacks for Shop Steward seminar03/09/2017$32,400
Wireless earbuds for Shop Steward seminar12/28/2017$27,175
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 022-620

Name and Address
(A)
Josh Newman for Senate 2020

1127 11th Street, Suite 331
Sacramento
CA
95814
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,800
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,800
Political contribution to state candidate06/02/2017$8,800
Name and Address
(A)
Kaufman Legal Group

777 S. Figueroa St. Suite 4
Los Angeles
CA
90017
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,714
Total of All Transactions with this Payee/Payer for This Schedule$16,714
Name and Address
(A)
Maria Elena Durazo Democrat for State Senate 2018

777 S. Figueroa St. Suite
Los Angeles
CA
90017
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,800
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,800
Political Contribution to state candidate05/02/2017$8,800
Name and Address
(A)
Orange County Voter Info Project

309 N. Rampart
Orange
CA
92868
Type or Classification
(B)
Voter Initiative Organization
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
Name and Address
(A)
Tony Thurmond for Superintendent of Public Instr.
2145

Richmond
CA
94802
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,300
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,300
Political donation12/11/2017$7,300
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 022-620

Name and Address
(A)
CAPOC Orange County Food Bank

11870 Monarch St.
Garden Grove
CA
92841
Type or Classification
(B)
Non Profit Organization
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 to Organization02/17/2017$5,000
Name and Address
(A)
Collette's Children's Home

7372 Prince Dr.
Huntington Beach
CA
92647
Type or Classification
(B)
Non Profit Organization
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 to Organization03/08/2017$5,000
Name and Address
(A)
Long Beach Education Foundation

1515 Hughes Way
Long Beach
CA
90810
Type or Classification
(B)
Non Profit Organization
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 to Organization06/07/2017$5,000
Name and Address
(A)
National Breast Cancer Foundation

2600 Network Blvd.
Frisco
TX
75034
Type or Classification
(B)
Non Profit Organization
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 Organization08/02/2017$10,000
Name and Address
(A)
Orange County Labor Federation

309 N. Rampart
Orange
CA
92868
Type or Classification
(B)
Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Donation for May 2017 awards dinner03/17/2017$15,000
Name and Address
(A)
Stater Bros Markets
150

San Bernandino
CA
92408
Type or Classification
(B)
Retail Grocery Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,250
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,250
Gift cards for members in need10/13/2017$35,250
Name and Address
(A)
SVM Prepaid Cards

3727 Ventura Dr.
Arlington Heights
IL
60004
Type or Classification
(B)
Prepaid Gift Card Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,512
Total Non-Itemized Transactions with this Payee/Payer$4,458
Total of All Transactions with this Payee/Payer for This Schedule$10,970
Gift cards for members in need for holidays10/16/2017$6,512
Name and Address
(A)
UC Regents

675 S. Park View St.
Los Angeles
CA
90057
Type or Classification
(B)
UCI Labor Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,500
Grant award for labor assistance program04/26/2017$14,500
Name and Address
(A)
UCLA Foundation

2300 Murphy Hall
Los Angeles
CA
90095
Type or Classification
(B)
Non-Profit Labor Organization
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
May 11, 2017 Banquet01/30/2017$5,000
Name and Address
(A)
UFCW Local 455 Mbr. Assistance Fund

121 Northpoint Drive
Houston
TX
77060
Type or Classification
(B)
Labor Organization
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
Hurricane Harvey assistance08/31/2017$10,000
Name and Address
(A)
Vons.Com
29093

Phoenix
AZ
Type or Classification
(B)
Online Retailer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,523
Total of All Transactions with this Payee/Payer for This Schedule$7,523
Name and Address
(A)
Zero Degrees Distribution

33582 Sundown Court
Dana Point
CA
92629
Type or Classification
(B)
Promotional Item Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,153
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,153
Promotional earbuds for charity golf tournament12/28/2017$8,153
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD 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)
Access Control Security
3791

Chatsworth
CA
91313
Type or Classification
(B)
Door Security Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,300
Total of All Transactions with this Payee/Payer for This Schedule$6,300
Name and Address
(A)
ADP

5355 Orangethorpe Ave.
La Palma
CA
91110
Type or Classification
(B)
Payroll Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,932
Total of All Transactions with this Payee/Payer for This Schedule$19,932
Name and Address
(A)
All Covered
39000

San Francisco
CA
94139-3163
Type or Classification
(B)
IT Network Security Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,724
Total of All Transactions with this Payee/Payer for This Schedule$28,724
Name and Address
(A)
Amazon
81226

Seattle
WA
98108
Type or Classification
(B)
Online Retailer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,393
Total of All Transactions with this Payee/Payer for This Schedule$13,393
Name and Address
(A)
Amtrust North America
6939

Cleveland
OH
44104
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$56,087
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$56,087
Workers Compensation Insurance02/16/2017$6,879
Workers Compensation Insurance04/07/2017$5,519
Workers Compensation Insurance05/16/2017$5,461
Workers Compensation Insurance06/19/2017$5,461
Workers Compensation Insurance07/19/2017$5,461
Workers Compensation Insurance08/09/2017$5,461
Workers Compensation Insurance09/15/2017$5,461
Workers Compensation Insurance10/06/2017$5,461
Workers Compensation Insurance11/07/2017$5,461
Workers Compensation Insurance12/13/2017$5,462
Name and Address
(A)
AMC Movie Tickets

11500 Ash St
Leawood
KS
66211
Type or Classification
(B)
Movie Theater
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,270
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,270
Purchase of movie tickets for sale to members06/15/2017$10,270
Name and Address
(A)
Aramark Refreshment Services

17044 Montanero Ave. Unit 4
Carson
CA
90746
Type or Classification
(B)
Office Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,247
Total of All Transactions with this Payee/Payer for This Schedule$5,247
Name and Address
(A)
AT&T
5019

Carol Stream
IL
60197
Type or Classification
(B)
Telephone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$65,056
Total of All Transactions with this Payee/Payer for This Schedule$65,056
Name and Address
(A)
Bank of the West

4400 MacArthur Blvd. #100
Newport Beach
CA
92660
Type or Classification
(B)
Mortgage Lender
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,669
Total of All Transactions with this Payee/Payer for This Schedule$26,669
Name and Address
(A)
Brian R. Bloom

350 S. Miliken Ave., Ste G
Ontario
CA
91761
Type or Classification
(B)
Architect
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,085
Total Non-Itemized Transactions with this Payee/Payer$2,618
Total of All Transactions with this Payee/Payer for This Schedule$12,703
Architect fees for construction remodel of office02/28/2017$10,085
Name and Address
(A)
Buena Park Postmaster

7377 La Palma
Buena Park
CA
90622
Type or Classification
(B)
Post Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Replenish postage for U Magazine03/01/2017$12,000
Name and Address
(A)
Century Business Leasing
41602

Philadelphia
PA
19101
Type or Classification
(B)
Office Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$79,796
Total Non-Itemized Transactions with this Payee/Payer$3,883
Total of All Transactions with this Payee/Payer for This Schedule$83,679
Lease & maintenance of copier and printer equip.03/03/2017$7,720
Lease & maintenance of copier and printer equip.03/21/2017$8,103
Lease & maintenance of copier and printer equip.04/20/2017$7,806
Lease & maintenance of copier & printer equipment06/19/2017$8,711
Lease & maintenance of copier & printer equipment07/19/2017$6,298
Lease & maintenance of copier & printer equipment08/15/2017$6,298
Lease & maintenance of copier & printer equipment09/19/2017$7,946
Lease & maintenance of copier & printer equipment10/25/2017$6,298
Lease & maintenance of copier & printer equipment11/21/2017$6,448
Lease & maintenance of copier & printer equipment12/28/2017$6,448
Lease & maintenance of copier & printer equipment01/18/2017$7,720
Name and Address
(A)
Century Business Services, Inc

1675 Scenic Ave., Ste# 250
Costa Mesa
CA
92626
Type or Classification
(B)
Office Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,399
Total of All Transactions with this Payee/Payer for This Schedule$10,399
Name and Address
(A)
CIT
100706

Pasadena
CA
Type or Classification
(B)
IT Equipment & Network Leasor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$71,851
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$71,851
IT Equipment & Network Lease01/24/2017$5,987
IT Equipment & Network Lease03/03/2017$5,987
IT Equipment & Network Lease03/21/2017$5,987
IT Equipment & Network Lease04/20/2017$5,987
IT Equipment & Network Lease05/25/2017$5,988
IT Equipment & Network Lease06/20/2017$5,988
IT Equipment & Network Lease07/31/2017$5,988
IT Equipment & Network Lease08/22/2017$5,988
IT Equipment & Network Lease09/27/2017$5,988
IT Equipment & Network Lease10/25/2017$5,988
IT Equipment & Network Lease11/21/2017$5,988
IT Equipment & Network Lease12/28/2017$5,987
Name and Address
(A)
Complete Office

1247 W. Grove
Orange
CA
92865
Type or Classification
(B)
Office Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$31,925
Total of All Transactions with this Payee/Payer for This Schedule$31,925
Name and Address
(A)
Costco - Capital One
5219

Carol Stream
IL
60197
Type or Classification
(B)
Warehouse retail store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$2,950
Total Non-Itemized Transactions with this Payee/Payer$19,578
Total of All Transactions with this Payee/Payer for This Schedule$22,528
Building and Kitchen Supplies07/19/2017$2,950
Name and Address
(A)
CWC Solutions

9891 Irvine Center Drive
Irvine
CA
92618
Type or Classification
(B)
Video and Audio Design & Installation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,324
Total Non-Itemized Transactions with this Payee/Payer$400
Total of All Transactions with this Payee/Payer for This Schedule$5,724
Installation of AV equipment in Auditorium04/20/2017$5,324
Name and Address
(A)
Home Depot Credit Card Services
183175

Columbus
OH
43218
Type or Classification
(B)
Building Supply warehouse
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,110
Total of All Transactions with this Payee/Payer for This Schedule$5,110
Name and Address
(A)
Jason's Catering Events, Inc.

172 N. Tustin St.
Orange
CA
Type or Classification
(B)
Catering Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,388
Total Non-Itemized Transactions with this Payee/Payer$8,576
Total of All Transactions with this Payee/Payer for This Schedule$14,964
Retirement dinner for Rick Eiden03/27/2017$6,388
Name and Address
(A)
Konica Minolta
550599

Jacksonville
FL
32255
Type or Classification
(B)
IT Equipment & Network Leasor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$43,424
Total of All Transactions with this Payee/Payer for This Schedule$43,424
Name and Address
(A)
Krikorian Theaters

131 Palos Verddes Blvd.
Redondo Beach
CA
Type or Classification
(B)
Movie Theater
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,590
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$37,590
Movie Tickets for sale to members01/01/2017$7,518
Movie Tickets for sale to members03/22/2017$7,518
Movie tickets for sale to members05/28/2017$7,518
Movie Tickets for sale to members08/18/2017$7,518
Movie Tickets for sale to members11/27/2017$7,518
Name and Address
(A)
Legoland

One Legoland Dr.
Carlsbad
CA
92028
Type or Classification
(B)
Amusement Park
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$46,700
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$46,700
Amusement Park tickets for sale to members03/21/2017$46,700
Name and Address
(A)
March & McLennan Agency LLC
85638

San Diego
CA
92186-5638
Type or Classification
(B)
Insurance Broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,685
Total Non-Itemized Transactions with this Payee/Payer$150
Total of All Transactions with this Payee/Payer for This Schedule$23,835
Union Liability Insurance09/30/2017$23,685
Name and Address
(A)
Netcom Technologies

313 N. Berry Street
Brea
CA
92821
Type or Classification
(B)
Cabling Installation Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,350
Total Non-Itemized Transactions with this Payee/Payer$796
Total of All Transactions with this Payee/Payer for This Schedule$13,146
Camera cabling installation06/20/2017$12,350
Name and Address
(A)
Park Disposal
5395

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$10,370
Total of All Transactions with this Payee/Payer for This Schedule$10,370
Name and Address
(A)
Rampart Business Community
15305

Santa Ana
CA
92735-0305
Type or Classification
(B)
Building Association
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 Theater
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$51,060
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$51,060
Purchase of movie tickets for sale to members03/22/2017$17,020
Purchase of movie tickets for sale to members08/18/2017$17,020
Purchase of movie tickets for sale to members11/17/2017$17,020
Name and Address
(A)
Reliable Landscape

8121 Commonwealth Ave.
Buena Park
CA
90621
Type or Classification
(B)
Landscape Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,931
Total of All Transactions with this Payee/Payer for This Schedule$6,931
Name and Address
(A)
Seneca Insurance Company

160 Water St. 16th Floor
New York
NY
10038
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,253
Total Non-Itemized Transactions with this Payee/Payer$2,992
Total of All Transactions with this Payee/Payer for This Schedule$22,245
Business liability insurance05/25/2017$19,253
Name and Address
(A)
Six Flags Magic Mountain
550

Valencia
CA
91385
Type or Classification
(B)
Amusement Park
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,397
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,397
Purchase of park tickets for sale to members05/25/2017$7,648
Purchase of park tickets for sale to members09/18/2017$5,749
Name and Address
(A)
South Coast Mechanical

2283 East Via Burton
Anaheim
CA
92806
Type or Classification
(B)
HVAC Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,527
Total Non-Itemized Transactions with this Payee/Payer$8,333
Total of All Transactions with this Payee/Payer for This Schedule$13,860
HVAC service on equipment07/19/2017$5,527
Name and Address
(A)
Southern California Edison
300

Rosemead
CA
91772
Type or Classification
(B)
Utility Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$54,861
Total Non-Itemized Transactions with this Payee/Payer$22,500
Total of All Transactions with this Payee/Payer for This Schedule$77,361
Utility Services04/11/2017$5,160
Utility Services07/07/2017$7,118
Utility Services08/04/2017$9,609
Utility Services09/06/2017$9,945
Utility Services09/30/2017$10,540
Utility Service10/31/2017$6,714
Utility Service12/08/2017$5,775
Name and Address
(A)
Specialty Project Management

1556 W. Domingo Rd.
Fullerton
CA
92833
Type or Classification
(B)
Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Consulting for property and other projects01/04/2017$6,000
Consulting for property and other projects02/10/2017$6,000
Consulting for property and other projects03/03/2017$6,000
Consulting for property and other projects03/31/2017$6,000
Consulting for property and other projects05/02/2017$6,000
Name and Address
(A)
Spinelli Graphics

10631 Bloomfield St.
Los Alamitos
CA
90721
Type or Classification
(B)
Printing Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,974
Total Non-Itemized Transactions with this Payee/Payer$9,964
Total of All Transactions with this Payee/Payer for This Schedule$19,938
Letterhead & envelopes11/07/2017$4,012
Brochures & envelopes11/29/2017$5,962
Name and Address
(A)
Superior Sanitary Supplies

1730 Ives Ave.
Oxnard
CA
93033
Type or Classification
(B)
Janitorial Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,291
Total Non-Itemized Transactions with this Payee/Payer$3,324
Total of All Transactions with this Payee/Payer for This Schedule$10,615
Janitorial supplies06/29/2017$7,291
Name and Address
(A)
Thyssenkrupp Elevator Corp
933004

Atlanta
GA
31193
Type or Classification
(B)
Elevator Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,988
Total of All Transactions with this Payee/Payer for This Schedule$6,988
Name and Address
(A)
Total Funds by Hasler
30193

Tampa
FL
33630
Type or Classification
(B)
Postage Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$34,936
Total of All Transactions with this Payee/Payer for This Schedule$34,936
Name and Address
(A)
Vierregger Accountancy Corporation

8081 Stanton Ave.
Buena Park
CA
90620
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$38,500
Total Non-Itemized Transactions with this Payee/Payer$430
Total of All Transactions with this Payee/Payer for This Schedule$38,930
Audit of financial statements07/19/2017$38,500
Name and Address
(A)
Zero Degrees

33582 Sundown Court
Dana Point
CA
92629
Type or Classification
(B)
Promotional Product Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,462
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$24,462
50,000 pens with logo06/19/2017$24,462
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION 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
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
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.)$1,282,155
Health & Welfare & Pension for employeesUFCW & Food Employers Joint Trust Fund$820,537
Retiree Health & WelfareUFCW International Union$145,429
401k matching contributions & sponsor chargeUFCW International Union$166,062
Death Benefit ChecksMembers$122,000
Cobra payments for members & employeesUFCW International Union & UFCW Joint Trust Fund$16,702
FSA (Medical & Dependent Care)Employees$11,425
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 address is 8081 Stanton Ave., Buena Park, CA 90620.

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

Schedule 8, Row1:

Schedule 8, Row1::

Schedule 9, Row1:

Schedule 9, Row1::::

Schedule 13, Row1:

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

Schedule 13, Row1:

Schedule 13, Row1:

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 paying members are not eligible to vote in the election of officers of the Local 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 the Officers of the Union.

Schedule 13, Row3:

Schedule 13, Row3:Beck objecting members are not full paying members are not eligible to vote in the election of officers of the Local Union.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)