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
544-070
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
WORKERS UNITED, SEIU
5. DESIGNATION (Local, Lodge, etc.)
NATIONAL HEADQUARTERS
6. DESIGNATION NBR
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
EDGAR
Last Name
ROMNEY
P.O Box - Building and Room Number
Number and Street
22 South 22nd Street
City
Philadelphia
State
PA
ZIP Code + 4
19103
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:
Lynne P Fox
PRESIDENT
71. SIGNED:
Edgar Romney
SECRETARY-TREASURER
Date:
Mar 28, 2018
Telephone
Number:
215-751-9770
Date:
Mar 28, 2018
Telephone
Number:
212-895-4660
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
544-070
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$500,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
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?
Yes
19. What is the date of the labor
organization's next regular election of officers?
03/2021
20. How many members did the labor organization
have at the end of the reporting period?
86,375
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
2
per
Month
2
2
(b) Working Dues/Fees
0
per
0
0
(c) Initiation Fees
0
per
0
0
(d) Transfer Fees
0
per
0
0
(e) Work Permits
0
per
0
0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
544-070
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$100,803
$327,425
23. Accounts Receivable
1
$2,703,316
$2,734,769
24. Loans Receivable
2
$677,521
$677,521
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$131,663,011
$146,656,678
27. Fixed Assets
6
$5,314
$466
28. Other Assets
7
$246,469
$289,275
29.
TOTAL ASSETS
$135,396,434
$150,686,134
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$1,269,386
$1,189,761
31. Loans Payable
9
$16,783,401
$16,672,495
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$1,137,549
$923,460
34. TOTAL
LIABILITIES
$19,190,336
$18,785,716
35. NET
ASSETS
$116,206,098
$131,900,418
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
544-070
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$3,885
37. Per Capita Tax
$159,668
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$0
41. Dividends
$108,304
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$183,450
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$5,996
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$3,475,230
49. TOTAL RECEIPTS
$3,936,533
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$715,025
51.
Political Activities and Lobbying
16
$170,314
52.
Contributions, Gifts, and Grants
17
$88,588
53. General
Overhead
18
$1,260,693
54. Union
Administration
19
$444,663
55. Benefits
20
$528,492
56. Per
Capita Tax
$12,131
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$228,743
63. To
Affiliates of Funds Collected on Their Behalf
$5,996
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$70,616
66. Subtotal
$3,525,261
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$319,171
67b. Less Total
Disbursed
$320,371
67c.
Total Withheld But Not Disbursed
-$1,200
68.
TOTAL DISBURSEMENTS
$3,526,461
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
544-070
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$2,505,974
$0
$2,493,239
$0
Totals from all other
accounts receivable
$228,795
$1,844
$1,344
$1,373
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$2,734,769
$1,844
$2,494,583
$1,373
Chicago & Midwest Regional Joint Board
$1,129,075
$0
$1,129,075
$0
New York Metropolitan Area Joint Board
$11,135
$0
$11,135
$0
Pennsylvania Joint Board
$168,977
$0
$166,177
$0
Philadelphia Joint Board
$270,719
$0
$260,784
$0
Western States Regional Joint Board
$926,068
$0
$926,068
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
544-070
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
$677,521
$0
$0
$0
$677,521
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Name:
Philadelphia Joint Board
Purpose:
Assistance
Security:
Common A Bank Stock
Terms of Repayment:
On Demand
$335,000
$0
$0
$0
$335,000
Name:
New York Metropolitan Area JB
Purpose:
Assistance
Security:
Common A Bank Stock
Terms of Repayment:
On Demand
$342,521
$0
$0
$0
$342,521
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
544-070
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$2,583
$2,583
$0
$0
Office Furniture & Equipment
$2,583
$2,583
$0
$0
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
544-070
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$0
$0
$0
None
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
544-070
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$0
B. Total Book Value
$0
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Other Investments
D. Total Cost
$146,656,678
E. Total Book Value
$146,656,678
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
Amalgamated Bank Common A Stock
$146,554,678
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$146,656,678
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
544-070
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
None
$0
$0
$0
B.
Buildings (give location)
Building
1
:
None
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
$0
$0
$0
$0
D. Office
Furniture
and Equipment
$1,348
$1,213
$135
$135
E.
Other Fixed Assets
$47,170
$46,839
$331
$331
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$48,518
$48,052
$466
$466
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
544-070
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$289,275
Prepaid Expense
$3,274
Prepaid Insurance
$145,880
Advances
$138,461
Dividend Receivable
$1,660
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
544-070
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$1,124,221
$0
$1,116,202
$0
Total from all other accounts payable
$65,540
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$16,783,401
$183,450
$228,743
$65,613
$16,672,495
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
SEIU
$16,707,535
$0
$0
$65,613
$16,641,922
Pennsylvania Joint Board
$22,917
$0
$22,917
$0
$0
FIRST Insurance Funding
$30,573
$0
$30,573
$0
$0
Premium Assignment Corporation
$22,376
$0
$22,376
$0
$0
FIRST Insurance Funding
$0
$112,101
$81,528
$0
$30,573
Premium Assignment Corporation
$0
$71,349
$71,349
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
544-070
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$923,460
Accrued Vacation Pay
$43,741
Accrued Expenses
$60,542
Payroll Deductions Payable
$1,678
Post Retirement Benefit Liability
$817,499
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
544-070
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Fox
,
Lynne
President C
$200,000
$4,800
$20,500
$0
$225,300
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
20
%
Schedule 19
Administration
25
%
A
B
C
Romney
,
Edgar
Secretary-Treasurer C
$46,400
$6,600
$22,655
$0
$75,655
I
Schedule 15
Representational Activities
40
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
15
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
25
%
A
B
C
Fowlie
,
Barry
Executive Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
65
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
3
%
Schedule 18
General Overhead
2
%
Schedule 19
Administration
25
%
A
B
C
Melman
,
David
Executive Vice President C
$0
$0
$4,390
$0
$4,390
I
Schedule 15
Representational Activities
64
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
25
%
A
B
C
Monje
,
Richard
Executive Vice President P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
20
%
Schedule 19
Administration
13
%
A
B
C
Arroyo
,
Alberto
Vice President N
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
70
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
10
%
A
B
C
Bonadonna
,
Gary
Vice President P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
10
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
20
%
A
B
C
Bonadonna, Jr
,
Gary
Vice President N
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Brown
,
Clayola
Vice President C
$105,938
$0
$689
$0
$106,627
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
50
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
40
%
A
B
C
Duarte
,
Christopher
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
25
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
60
%
A
B
C
Gunaratna
,
Vasanthe
Vice President C
$0
$0
$716
$0
$716
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
3
%
Schedule 18
General Overhead
2
%
Schedule 19
Administration
10
%
A
B
C
Hervey
,
Billie
J Vice President C
$97,948
$7,484
$9,494
$0
$114,926
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
%
A
B
C
Kelly
,
Julie
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
55
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
25
%
Schedule 19
Administration
15
%
A
B
C
Larancuent
,
Wilfredo
Vice President P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
85
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
5
%
A
B
C
Minter
,
Richard
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
55
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
40
%
A
B
C
Raynor
,
Harris
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
12
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
3
%
Schedule 19
Administration
84
%
A
B
C
St-Marseille
,
Claude
Vice President P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
80
%
A
B
C
Vasquez
,
Mauricio
Vice President N
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
70
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
20
%
A
B
C
Vazquez
,
Cristina
Vice President P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
20
%
Schedule 19
Administration
20
%
A
B
C
Wood
,
Teresa
Vice President C
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
10
%
Total Officer
Disbursements
$450,286
$18,884
$58,444
$0
$527,614
Less Deductions
$179,315
Net
Disbursements
$348,299
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
544-070
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Correa
,
Lidia
Retiree Services Aide None
$13,776
$0
$0
$0
$13,776
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
Freeman
,
Robert
Director of Finance None
$85,193
$0
$8,627
$0
$93,820
I
Schedule 15
Representational Activities
8
%
Schedule 16
Political Activities and Lobbying
25
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
30
%
Schedule 19
Administration
35
%
A
B
C
Garcia
,
Myra
Operations Director None
$52,947
$0
$2,303
$0
$55,250
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
60
%
Schedule 19
Administration
40
%
A
B
C
Jordan
,
Katie
Retiree Assn President None
$9,808
$0
$1,383
$0
$11,191
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
90
%
Schedule 19
Administration
10
%
A
B
C
Katz
,
Ira
Assoc General Counsel None
$43,826
$0
$5,600
$0
$49,426
I
Schedule 15
Representational Activities
71
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
24
%
A
B
C
Levinson
,
Mark
Policy Director None
$119,340
$0
$1,639
$0
$120,979
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
90
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
10
%
A
B
C
Sokolovskaya
,
Faina
Asst Controller None
$2,665
$0
$0
$13,327
$15,992
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
Weinreich
,
Brenda
Retiree Services Aide None
$9,514
$0
$3,453
$0
$12,967
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
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$1,951
$0
$485
$4,896
$7,332
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$339,020
$0
$23,490
$18,223
$380,733
Less
Deductions
$139,856
Net Disbursements
$240,877
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
544-070
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
86,375
Agency Fee Payers*
1,260
Total Members/Fee Payers
87,635
*Agency Fee Payers are
not considered members of the labor organization.
Members
86,375
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
544-070
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$2,999,661
2. Named Payer
Non-itemized Receipts
$443,053
3. All Other Receipts
$32,516
4. Total
Receipts
$3,475,230
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$10,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$69,233
4. To Employees
$1,876
5. All Other
Disbursements
$7,479
6. Total
Disbursements
$88,588
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$360,000
2. Named Payee
Non-itemized Disbursements
$38,604
3. To Officers
$255,059
4. To Employees
$42,598
5. All Other
Disbursements
$18,764
6. Total
Disbursements
$715,025
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$910,085
2. Named Payee
Non-itemized Disbursements
$94,090
3. To Officers
$48,857
4. To Employees
$121,435
5. All Other
Disbursements
$86,226
6. Total
Disbursements
$1,260,693
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$35,406
4. To Employees
$134,807
5. All Other
Disbursements
$101
6. Total
Disbursements
$170,314
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$159,662
2. Named Payee
Non-itemized Disbursements
$45,528
3. To Officers
$119,060
4. To Employees
$80,016
5. All Other
Disbursements
$40,397
6. Total
Disbursements
$444,663
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
544-070
Name and Address
(A)
701-703 McCarter Holding Company Inc.
701-703 McCarter Highway Newark NJ 07102
Type or Classification
(B)
Building Corp.
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$13,723
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$13,723
Reimburse For Insurance
04/25/2017
$13,723
Name and Address
(A)
A. Philip Randolph Institute
815 16th Street, NW, 3rd Fl Washington DC 20006
Type or Classification
(B)
Charitable Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$115,643
Total
Non-Itemized Transactions with this Payee/Payer
$2,063
Total of All Transactions with this
Payee/Payer for This Schedule
$117,706
Reimburse For Salary & Expenses
01/27/2017
$10,824
Reimburse For Salary & Expenses
02/17/2017
$8,789
Reimburse For Salary & Expenses
03/28/2017
$8,789
Reimburse For Salary & Expenses
04/27/2017
$10,824
Reimburse For Salary & Expenses
06/08/2017
$8,789
Reimburse For Salary & Expenses
06/08/2017
$8,789
Reimburse For Salary & Expenses
07/28/2017
$10,824
Reimburse For Salary & Expenses
08/25/2017
$8,789
Reimburse For Salary & Expenses
09/13/2017
$10,824
Reimburse For Salary & Expenses
10/19/2017
$8,789
Reimburse For Salary & Expenses
11/20/2017
$8,789
Reimburse For Salary & Expenses
12/21/2017
$10,824
Name and Address
(A)
ALICO
333 Westchester Avenue White Plains NY 10604
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,000
Total
Non-Itemized Transactions with this Payee/Payer
$4,173
Total of All Transactions with this
Payee/Payer for This Schedule
$24,173
Sponsorship At Convention
04/10/2017
$20,000
Name and Address
(A)
Amalgamated Bank
275 Seventh Avenue New York NY 10001
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,000
Total
Non-Itemized Transactions with this Payee/Payer
$4,199
Total of All Transactions with this
Payee/Payer for This Schedule
$24,199
Sponsorship At Convention
05/17/2017
$20,000
Name and Address
(A)
Amalgamated National Health Fund
333 Westchester Avenue White Plains NY 10604
Type or Classification
(B)
Health & Welfare Fund
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$49,380
Total
Non-Itemized Transactions with this Payee/Payer
$21,469
Total of All Transactions with this
Payee/Payer for This Schedule
$70,849
Reimburse For Salary & Expenses
04/17/2017
$5,951
Reimburse For Salary & Expenses
04/17/2017
$6,214
Reimburse For Salary & Expenses
05/31/2017
$7,872
Reimburse For Salary & Expenses
06/19/2017
$8,628
Reimburse For Salary & Expenses
07/27/2017
$8,286
Reimburse For Salary & Expenses
08/31/2017
$6,629
Reimburse For Salary & Expenses
10/06/2017
$5,800
Name and Address
(A)
Chicago & Midwest Regional Joint Board
333 South Ashland Avenue Chicago IL 60607
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$88,908
Total
Non-Itemized Transactions with this Payee/Payer
$3,976
Total of All Transactions with this
Payee/Payer for This Schedule
$92,884
Reimburse For Insurance
05/31/2017
$19,637
Reimburse For Insurance
05/31/2017
$6,198
Reimburse For Insurance
05/31/2017
$22,366
Reimburse For Insurance
06/09/2017
$40,707
Name and Address
(A)
Laundry, Distribution & Food Service Joint Board
701-703 McCarter Highway Newark NJ 07102
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$37,728
Total
Non-Itemized Transactions with this Payee/Payer
$57,041
Total of All Transactions with this
Payee/Payer for This Schedule
$94,769
Reimburse For Insurance
04/25/2017
$22,682
Reimburse For Insurance
06/19/2017
$15,046
Name and Address
(A)
Mid-Atlantic Regional Joint Board
5735 Industry Lane Frederick MD 21704
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,698
Total
Non-Itemized Transactions with this Payee/Payer
$27,222
Total of All Transactions with this
Payee/Payer for This Schedule
$34,920
Reimburse For Insurance
05/18/2017
$7,698
Name and Address
(A)
New York-New Jersey Regional Joint Board
33 West 14th Street New York NY 10011
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$30,337
Total of All Transactions with this
Payee/Payer for This Schedule
$30,337
Name and Address
(A)
Pennsylvania Joint Board
1017 West Hamilton Street Allentown PA 18101
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,339
Total
Non-Itemized Transactions with this Payee/Payer
$32,886
Total of All Transactions with this
Payee/Payer for This Schedule
$38,225
Reimburse For Insurance
05/16/2017
$5,339
Name and Address
(A)
Philadelphia Joint Board
22 South 22nd Street Philadelphia PA 19103
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$56,385
Total
Non-Itemized Transactions with this Payee/Payer
$29,783
Total of All Transactions with this
Payee/Payer for This Schedule
$86,168
Reimburse For Salary & Expenses
01/13/2017
$18,790
Reimburse For Salary & Expenses
04/04/2017
$18,783
Reimburse For Salary & Expenses
08/25/2017
$9,406
Reimburse For Salary & Expenses
09/08/2017
$9,406
Name and Address
(A)
SEIU
1800 Massachusetts Ave, NW Washington DC 20036
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$2,463,668
Total
Non-Itemized Transactions with this Payee/Payer
$187,870
Total of All Transactions with this
Payee/Payer for This Schedule
$2,651,538
Rebate Per Capita
01/19/2017
$114,351
Reimburse For Salary & Expenses
02/03/2017
$17,074
Reimburse For Salary & Expenses
02/17/2017
$5,939
Rebate Per Capita
02/17/2017
$266,734
Rebate Per Capita
03/17/2017
$220,253
Reimburse For Salary & Expenses
03/31/2017
$5,939
Rebate Per Capita
04/14/2017
$208,556
Rebate Per Capita
05/12/2017
$167,345
Reimburse For Salary & Expenses
05/19/2017
$7,181
Reimburse For Salary & Expenses
05/26/2017
$5,939
Rebate Per Capita
06/16/2017
$206,583
Reimburse For Salary & Expenses
06/23/2017
$6,166
Rebate Per Capita
07/14/2017
$190,220
Reimburse For Salary & Expenses
08/11/2017
$7,181
Rebate Per Capita
08/11/2017
$181,811
Rebate Per Capita
08/15/2017
$30,000
Reimburse For Salary & Expenses
08/25/2017
$9,691
Reimburse 2017 IndustriAll Affiliation Fees
09/15/2017
$11,746
Rebate Per Capita
09/15/2017
$171,406
Reimburse For Salary & Expenses
09/22/2017
$7,181
Rebate Per Capita
10/13/2017
$251,987
Reimburse For Salary & Expenses
11/17/2017
$5,939
Rebate Per Capita
11/17/2017
$155,459
Rebate Per Capita
12/15/2017
$203,048
Reimburse For Salary & Expenses
12/22/2017
$5,939
Name and Address
(A)
Sidney Hillman Health Center (Chicago)
333 South Ashland Avenue Chicago IL 60607
Type or Classification
(B)
Health Center
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$39,096
Total
Non-Itemized Transactions with this Payee/Payer
$4,015
Total of All Transactions with this
Payee/Payer for This Schedule
$43,111
Reimburse For Insurance
05/01/2017
$7,253
Reimburse For Insurance
05/16/2017
$31,843
Name and Address
(A)
Southern Regional Joint Board
4405 Mall Blvd, Suite 600 Union City GA 30291
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$37,206
Total
Non-Itemized Transactions with this Payee/Payer
$37,254
Total of All Transactions with this
Payee/Payer for This Schedule
$74,460
Reimburse For Insurance
04/17/2017
$8,181
Reimburse For Insurance
05/31/2017
$13,275
Reimburse For Insurance
10/19/2017
$5,250
Reimburse For Insurance
11/08/2017
$5,250
Reimburse For Insurance
12/12/2017
$5,250
Name and Address
(A)
Western States Regional Joint Board
920 South Alvarado Street Los Angeles CA 90005
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$44,887
Total
Non-Itemized Transactions with this Payee/Payer
$765
Total of All Transactions with this
Payee/Payer for This Schedule
$45,652
Reimburse For Insurance
01/13/2017
$14,503
Reimburse For Insurance
07/05/2017
$5,870
Reimburse For Insurance
11/08/2017
$10,918
Reimburse For Insurance
11/29/2017
$13,596
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
544-070
Name and Address
(A)
American Airlines 619616
Dallas/Fort Worth TX 75261
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,035
Total of All Transactions with this
Payee/Payer for This Schedule
$12,035
Name and Address
(A)
Budget Rent A Car
Six Sylvan Way Parsippany NJ 07054
Type or Classification
(B)
Car Rental
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,602
Total of All Transactions with this
Payee/Payer for This Schedule
$7,602
Name and Address
(A)
Delta Airlines 20706
Atlanta GA 30320
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,046
Total of All Transactions with this
Payee/Payer for This Schedule
$7,046
Name and Address
(A)
Kennedy, Jennik & Murray, P.C.
113 University Pl, 7th Fl, New York NY 10003
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,915
Total of All Transactions with this
Payee/Payer for This Schedule
$5,915
Name and Address
(A)
SEIU
1800 Massachusetts Ave, NW Washington DC 20036
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$360,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$360,000
Structural Relief
01/19/2017
$30,000
Structural Relief
02/17/2017
$30,000
Structural Relief
03/17/2017
$30,000
Structural Relief
04/14/2017
$30,000
Structural Relief
05/12/2017
$30,000
Structural Relief
06/16/2017
$30,000
Structural Relief
07/14/2017
$30,000
Structural Relief
08/11/2017
$30,000
Structural Relief
09/15/2017
$30,000
Structural Relief
10/13/2017
$30,000
Structural Relief
11/17/2017
$30,000
Structural Relief
12/15/2017
$30,000
Name and Address
(A)
Southwest Airlines
2702 Love Field Drive Dallas TX 75235
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,006
Total of All Transactions with this
Payee/Payer for This Schedule
$6,006
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
544-070
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
544-070
Name and Address
(A)
United Students Against Sweatshops
1155 Connecticut Ave, NW Washington DC 20036
Type or Classification
(B)
Charitable Oranization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Contribution
03/02/2017
$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
544-070
Name and Address
(A)
A. Philip Randolph Institute
815 16th Street, NW, 3rd Fl Washington DC 20006
Type or Classification
(B)
Charitable Oranization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,781
Total of All Transactions with this
Payee/Payer for This Schedule
$7,781
Name and Address
(A)
Abila 123303
Dallas TX 75312
Type or Classification
(B)
Accounting Software
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,901
Total of All Transactions with this
Payee/Payer for This Schedule
$5,901
Name and Address
(A)
ADP, Inc.
1851 N Resler Drive MS-100 El Paso TX 79912
Type or Classification
(B)
Payroll Service Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,161
Total of All Transactions with this
Payee/Payer for This Schedule
$10,161
Name and Address
(A)
AT&T Mobility 9004
Carol Stream IL 60197
Type or Classification
(B)
Cell Phone
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,526
Total of All Transactions with this
Payee/Payer for This Schedule
$6,526
Name and Address
(A)
Buck Consultants
500 Plaza Drive Secaucus NJ 07096
Type or Classification
(B)
Actuary
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$16,200
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$16,200
Calculation Of Post Retirement Liability
02/22/2017
$16,200
Name and Address
(A)
Crystal & Company, Inc.
32 Old Slip New York NY 10005
Type or Classification
(B)
Insurance Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$639,307
Total
Non-Itemized Transactions with this Payee/Payer
$20,890
Total of All Transactions with this
Payee/Payer for This Schedule
$660,197
Insurance
01/13/2017
$6,486
Insurance
03/31/2017
$12,730
Insurance
03/31/2017
$34,892
Insurance
03/31/2017
$7,405
Insurance
04/12/2017
$6,267
Insurance
04/12/2017
$7,405
Insurance
04/19/2017
$22,645
Insurance
04/26/2017
$54,532
Insurance
04/26/2017
$18,034
Insurance
04/26/2017
$18,802
Insurance
05/05/2017
$10,191
Insurance
05/12/2017
$18,034
Insurance
05/18/2017
$54,500
Insurance
05/18/2017
$7,405
Insurance
05/18/2017
$18,034
Insurance
06/09/2017
$6,267
Insurance
06/09/2017
$7,405
Insurance
06/09/2017
$18,034
Insurance
06/09/2017
$6,267
Insurance
06/29/2017
$65,000
Insurance
07/19/2017
$7,405
Insurance
07/19/2017
$18,034
Insurance
07/19/2017
$6,267
Insurance
08/14/2017
$7,405
Insurance
08/14/2017
$18,034
Insurance
08/14/2017
$6,267
Insurance
08/31/2017
$5,130
Insurance
09/14/2017
$7,405
Insurance
09/14/2017
$18,034
Insurance
09/14/2017
$6,267
Insurance
10/12/2017
$7,405
Insurance
10/12/2017
$18,034
Insurance
10/12/2017
$6,267
Insurance
11/07/2017
$7,401
Insurance
11/07/2017
$18,034
Insurance
11/07/2017
$6,267
Insurance
12/21/2017
$75,316
Name and Address
(A)
HRC Corp.
156 Fifth Avenue New York NY 10010
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$69,966
Total
Non-Itemized Transactions with this Payee/Payer
$160
Total of All Transactions with this
Payee/Payer for This Schedule
$70,126
Rent
01/01/2017
$11,313
Rent
01/26/2017
$12,461
Rent
02/22/2017
$11,548
Rent
03/27/2017
$11,548
Rent
04/26/2017
$11,548
Rent
05/30/2017
$11,548
Name and Address
(A)
Kennedy, Jennik & Murray, P.C.
113 University Pl, 7th Fl New York NY 10003
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$105,714
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$105,714
Legal
02/10/2017
$7,500
Legal
02/22/2017
$7,500
Legal
03/17/2017
$8,603
Legal
04/19/2017
$7,500
Legal
05/18/2017
$10,794
Legal
06/29/2017
$8,100
Legal
07/19/2017
$12,287
Legal
08/25/2017
$10,540
Legal
09/14/2017
$9,152
Legal
10/19/2017
$7,500
Legal
11/20/2017
$8,738
Legal
12/18/2017
$7,500
Name and Address
(A)
Novak/Francella LLC
1 Presidential Blvd Ste 330 Bala Cynwyd PA 19004
Type or Classification
(B)
Accounting Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$53,669
Total
Non-Itemized Transactions with this Payee/Payer
$4,327
Total of All Transactions with this
Payee/Payer for This Schedule
$57,996
Audit Fees
08/25/2017
$9,575
Audit Fees
09/21/2017
$17,534
Audit Fees
10/19/2017
$16,353
Audit Fees
11/10/2017
$10,207
Name and Address
(A)
Philadelphia Joint Board
22 South 22nd Street Philadelphia PA 19103
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,046
Total of All Transactions with this
Payee/Payer for This Schedule
$12,046
Name and Address
(A)
Strategic Communications Consultants 62
Trumbauersville PA 18970
Type or Classification
(B)
Communications Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$15,000
Total of All Transactions with this
Payee/Payer for This Schedule
$15,000
Name and Address
(A)
The Hartford 7247
Philadelphia PA 19170
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$25,229
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$25,229
Insurance
04/19/2017
$25,229
Name and Address
(A)
Xerox Corporation 2025882
Dallas TX 75320
Type or Classification
(B)
Copier Lease
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$11,298
Total of All Transactions with this
Payee/Payer for This Schedule
$11,298
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
544-070
Name and Address
(A)
Academy
6 Western Srive Westampton NJ 08060
Type or Classification
(B)
Bus Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$16,950
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$16,950
Buses For Convention
03/04/2017
$16,950
Name and Address
(A)
Advanced Staging Productions
1330 Enterprise Drive West Chester PA 19380
Type or Classification
(B)
Audio Visual & Staging
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,170
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$20,170
Audio Visual & Staging For Convention
03/02/2017
$20,170
Name and Address
(A)
Aligraphics
333 Westchester Avenue White Plains NY 10604
Type or Classification
(B)
Printer
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,641
Total of All Transactions with this
Payee/Payer for This Schedule
$7,641
Name and Address
(A)
Kennedy Jennik & Law Firm P.C.
113 University Pl, 7th Fl, New York NY 10003
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,206
Total
Non-Itemized Transactions with this Payee/Payer
$10,555
Total of All Transactions with this
Payee/Payer for This Schedule
$19,761
Legal
04/19/2017
$9,206
Name and Address
(A)
N.G. Slater Corp
42 West 38 St, Suite 1002 New York NY 10018
Type or Classification
(B)
Supplier
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,977
Total
Non-Itemized Transactions with this Payee/Payer
$108
Total of All Transactions with this
Payee/Payer for This Schedule
$9,085
Promotional Products For Convention
02/22/2017
$8,977
Name and Address
(A)
Palmer House Hilton
17 Monroe Street Chicago IL 60603
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,485
Total
Non-Itemized Transactions with this Payee/Payer
$148
Total of All Transactions with this
Payee/Payer for This Schedule
$5,633
GEB Meeting
10/26/2017
$5,485
Name and Address
(A)
Patricia Westwater
1819 Ingleside Terrace NW Washington DC 20010
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,575
Total
Non-Itemized Transactions with this Payee/Payer
$6,275
Total of All Transactions with this
Payee/Payer for This Schedule
$11,850
Consulting Fees For Convention
02/01/2017
$5,575
Name and Address
(A)
Penns Landing Caterers, Inc.
1301 South Columbus Blvd. Philadelphia PA 19147
Type or Classification
(B)
Caterer
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$42,348
Total
Non-Itemized Transactions with this Payee/Payer
$6,655
Total of All Transactions with this
Payee/Payer for This Schedule
$49,003
Catering For Convention
03/16/2017
$9,625
Catering For Convention
03/16/2017
$32,723
Name and Address
(A)
Social Change Ventures 781580
Philadelphia PA 19179
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
Consulting Fee For Convention
02/08/2017
$5,000
Name and Address
(A)
Unionwear
305 3rd Avenue W, #3 Newark NJ 07107
Type or Classification
(B)
Supplier
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,373
Total
Non-Itemized Transactions with this Payee/Payer
$3,894
Total of All Transactions with this
Payee/Payer for This Schedule
$14,267
Promotional Products For Convention
02/22/2017
$10,373
Name and Address
(A)
Windjammer, Inc.
525 North Bangor Street Bangor PA 18013
Type or Classification
(B)
Supplier
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,066
Total of All Transactions with this
Payee/Payer for This Schedule
$7,066
Name and Address
(A)
Wyndham Philadelphia Historic District
400 Arch Street Philadelphia PA 19106
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$35,578
Total
Non-Itemized Transactions with this Payee/Payer
$3,186
Total of All Transactions with this
Payee/Payer for This Schedule
$38,764
Catering & Hotel For Convention
04/07/2017
$20,000
Catering & Hotel For Convention
04/19/2017
$15,578
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
544-070
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$528,492
Life Insurance
Amalgamated National Health Fund
$92,197
Medical
Amalgamated National Health Fund
$181,035
Drug Plan
Amalgamated National Health Fund
$64,180
Dental
Amalgamated National Health Fund
$28,023
Pension
Consolidated Retirement Fund
$102,621
Medical
Manulife Financial
$19,744
Dental
Manulife Financial
$468
Disability Insurance
Prudential
$2,327
Supplemental Pension
Retired Staff Employees
$37,897
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
544-070
Item 71 Title: Edgar Romney's title is Secretary-Treasurer
Question 10: Death Benefit Fund ILGWU EIN 13-1502147, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. Amalgamated Insurance Fund EIN 13-4920446, 333 Westchester Avenue, White Plains, NY 10604, on a calendar basis, files IRS/DOL/PBGC Form 5500. Amalgamated Retirement Insurance Fund EIN 13-4920446 333, Westchester Avenue, White Plains, NY 10604, on a calendar basis, files IRS/DOL/PBGC Form 5500. National Plus Plan EIN 13-35113611 401(K) Plan, 6 Blackstone Valley Place, Lincoln, RI 02865, on a calendar basis, files IRS/DOL/PBGC Form 5500. UNITE HERE Workers Pension Fund EIN 11-6165291, 6 Blackstone Valley Place, Lincoln, RI 02865, on a fiscal year basis 10/1 to 9/30, files IRS/DOL/PBGC Form 5500. Pension Plan Of Local 125 EIN 51-6051426, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. National Retirement Fund EIN 13-6130178, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. Amalgamated National Health Fund EIN 13-6130178, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500 Consolidated Retirement Fund EIN# 13-3177000 333 Westchester Avenue White Plains NY 10604 on a calendar basis files IRS/DOL/PBGC Form 5500
Question 15: During the reporting the following items were given out: Approximately 700 T-shirts at the Workers United Convention, 350 Convention Bags, Approximately 300 T-shirts were donated to our Affiliate in Texas for Hurricane Harvey Relief.
The following items were disposed during the year 25 desk chairs, 3 desks, security camera system. The Book value for these items was $2,582. Depreciation for the year ended 12/31/17 was $2,266
Question 18: The Workers United Constitution was amended at the 2017 Convention and was approved by the duly elected delegates to the Convention. Highlights of the changes and the Constitution are attached to this LM-2 report.
Question 11(a):
Question 11(a): : Workers United For Political Power EIN 26-4809424 Committee #C00462044. FEC 3X Was Filed The FEC
Question 12: Novak/Francella LLP, Certified Public Accountants, has been retained and is performing an independent audit of the Union's financial statements for the year ending 12/31/17.
Cash Reconciliation:
Loans Payable from FIRST Insurance Funding & Premium Assignment Corp. are Insurance Finance Agreements for Insurance. Workers United did not receive cash for the loans. FIRST Insurance Funding is $112,101 & Premium Assignment Corp. is $71,349 which are shown on
Schedule 9 column (C). The total is $183,450.
Schedule 1, Row1:
Schedule 1, Row1:
Schedule 1, Row2:
Schedule 1, Row2:
Schedule 1, Row3:
Schedule 1, Row3:
Schedule 1, Row4:
Schedule 1, Row4:
Schedule 1, Row5:
Schedule 1, Row5:
Schedule 2, Row1:
Schedule 2, Row1:
Schedule 2, Row2:
Schedule 2, Row2:
Schedule 8, Row1:
Schedule 8, Row1:
Schedule 8, Row2:
Schedule 8, Row2:
Schedule 8, Row3:
Schedule 8, Row3:
Schedule 8, Row4:
Schedule 8, Row4:
Schedule 8, Row5:
Schedule 8, Row5:
Schedule 8, Row6:
Schedule 8, Row6:
Schedule 8, Row7:
Schedule 8, Row7:
Schedule 8, Row8:
Schedule 8, Row8:
Schedule 8, Row9:
Schedule 8, Row9:
Schedule 8, Row12:
Schedule 8, Row12:
Schedule 8, Row13:
Schedule 8, Row13:
Schedule 8, Row10:
Schedule 8, Row10:
Schedule 8, Row11:
Schedule 8, Row11:
Schedule 8, Row14:
Schedule 8, Row14:
Schedule 9, Row1:
Schedule 9, Row1:Agreed upon offset from receivable owed.
Schedule 9, Row2:
Schedule 9, Row2:
Schedule 9, Row3:
Schedule 9, Row3:
Schedule 9, Row4:
Schedule 9, Row4:
Schedule 9, Row5:
Schedule 9, Row5:
Schedule 9, Row6:
Schedule 9, Row6:
Schedule 13, Row1:
Schedule 13, Row1:Full Time Members Have Full Voting Rights