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
022-853
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
ELECTRICAL WORKERS IBEW AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
465
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
IBEW
 Last Name
LOCAL 465
P.O Box - Building and Room Number

Number and Street
7444 TRADE STREET
City
SAN DIEGO
State
CA		 ZIP Code + 4
921213413


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:Joseph S PoundsPRESIDENT71. SIGNED:Michael J TasemTREASURER
Date:Mar 30, 2018Telephone Number:858-536-7444Date:Mar 30, 2018Telephone Number:858-536-7444
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 022-853
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?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?Yes
19. What is the date of the labor organization's next regular election of officers?06/2019
20. How many members did the labor organization have at the end of the reporting period?2,346
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees117.28perMONTHLY37.35145.45
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 022-853

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,059,415$766,506
23. Accounts Receivable1$0
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5
27. Fixed Assets6$631,010$636,362
28. Other Assets7$325
29. TOTAL ASSETS $1,690,750$1,402,868

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$84,011$76,370
34. TOTAL LIABILITIES $84,011$76,370
35. NET ASSETS$1,606,739$1,326,498
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 022-853

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,015,124
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $1,500
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$10,330
49. TOTAL RECEIPTS $2,026,954
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$687,083
51. Political Activities and Lobbying16$0
52. Contributions, Gifts, and Grants17$0
53. General Overhead18$287,477
54. Union Administration19$343,369
55. Benefits20$107,485
56. Per Capita Tax $802,538
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$36,360
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $55,551
  
66. Subtotal $2,319,863
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$0  
  67b. Less Total Disbursed$0  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,319,863
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 022-853

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 022-853

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: 022-853

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 022-853

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$36,360$36,360$36,360
RAM 1500$36,035$36,035$36,035
OTHER FIXED ASSET$325$325$325
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$36,360
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 022-853

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 022-853

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      7444 TRADE STREET, SAN DIEGO, CA $306,097 $306,097$343,013
B. Buildings (give location)    
Building  1 :      7444 TRADE STREET, SAN DIEGO, CA $370,500$165,157$205,343$492,448
C. Automobiles and Other Vehicles$138,392$84,610$53,782$70,000
D. Office Furniture and Equipment$20,656$18,610$2,046$3,000
E. Other Fixed Assets$165,904$96,810$69,094$69,000
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,001,549$365,187$636,362$977,461
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 022-853

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 022-853

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 022-853

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 022-853

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $76,370
DUE TO INTERNATIONAL$53,233
ACCRUED PENSION$7,610
ACCRUED COMPENSATED ABSENCES$15,257
PAYROLL LIABILITIES$270
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 022-853

(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 		FAIRMAN ,  NATE  
BUSINESS MANAGER
C		$212,211$212,211
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		O'MALLEY ,  MIKE  
ASST BUS MGR/VICE PRES
C		$180,914$180,914
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		POUNDS ,  JOSEPH  
PRESIDENT
C		$17,191$2,523$19,714
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		HERRING ,  BORIS  
VICE PRESIDENT
N		$1,544$380$1,924
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		RELPH ,  CYNTHIA  
RECORDING SECRETARY
C		$630$23$653
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		TASEM ,  MICHAEL  
TREASURER
N		$728$123$851
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		FUENTES ,  MARK  
EXECUTIVE BOARD
C		$7,124$957$8,081
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		MOORE ,  ADRIAN  
EXECUTIVE BOARD
C		$1,533$140$1,673
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		GOODMAN ,  DAVE  
EXECUTIVE BOARD
C		$4,258$83$4,341
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		FISH ,  MATT  
EXECUTIVE BOARD
C		$7,253$1,424$8,677
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		MARSHALL ,  JIM  
EXECUTIVE BOARD
C		$1,536$149$1,685
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		PIRAINO ,  PETE  
EXECUTIVE BOARD
C		$3,716$616$4,332
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		GONZALES ,  ARNOLD  
EXECUTIVE BOARD
C		$996$380$1,376
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		GOMEZ ,  ARTURO  
EXECUTIVE BOARD
C		$2,818$844$3,662
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
Total Officer Disbursements$442,452$0$7,642$0$450,094
Less Deductions    $158,545
Net Disbursements    $291,549
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 022-853

(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 		SALAZAR ,  KRISTEN  
ADMINISTRATIVE
NONE		$94,860$94,860
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		MOSES ,  GEORGE  
BUSINESS REPRESENTATIVE
NONE		$50,571$50,571
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		VILLLARINO ,  JACKIE  
ADMINISTRATIVE
NONE		$60,636$60,636
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		LORONA ,  MARIA  
BUSINESS REPRESENTATIVE
NONE		$46,734$46,734
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		DIAZ ,  RAUL  
ASSISTANT BUSINESS MGR
NONE		$124,750$124,750
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		ANABEL ,  ARAUZ  
BUSINESS REPRESENTATIVE
NONE		$31,327$31,327
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		HUNTER ,  MATTHEW  
REGISTRAR
NONE		$10,884$10,884
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$52,041$52,041
I Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
Total Employee Disbursements$471,803$0$0$0$471,803
Less Deductions    $123,829
Net Disbursements    $347,974
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 022-853

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,346 
Agency Fee Payers*274
Total Members/Fee Payers2,620 
*Agency Fee Payers are not considered members of the labor organization.
TYPE A293Yes
TYPE B2,053Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 022-853

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$10,330
4. Total Receipts$10,330
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$0
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$35,851
2. Named Payee Non-itemized Disbursements$18,810
3. To Officers$342,988
4. To Employees$248,860
5. All Other Disbursements$40,574
6. Total Disbursements$687,083
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$153,109
3. To Officers$39,312
4. To Employees$25,338
5. All Other Disbursements$64,718
6. Total Disbursements$287,477
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$0
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$6,137
3. To Officers$67,800
4. To Employees$197,605
5. All Other Disbursements$71,827
6. Total Disbursements$343,369
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 022-853

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 022-853

Name and Address
(A)
KENNETH PEREA
P.O. BOX 2788

DEL MAR
CA
92014
Type or Classification
(B)
ARBITRATOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,016
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,016
ARBITRATION SERVICES11/01/2017$7,016
Name and Address
(A)
RICHARD D. PROCHAZKA & ASSOCIATES
P.O. BOX 881566

SAN DIEGO
CA
92168
Type or Classification
(B)
ATTORNEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,835
Total Non-Itemized Transactions with this Payee/Payer$18,810
Total of All Transactions with this Payee/Payer for This Schedule$47,645
ATTORNEY05/03/2017$6,135
ATTORNEY07/05/2017$7,456
ATTORNEY08/02/2017$8,592
ATTORNEY09/06/2017$6,652
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 022-853

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 022-853

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 022-853

Name and Address
(A)
AT&T


CAROL STREAM
IL
60197
Type or Classification
(B)
TELEPHONE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,489
Total of All Transactions with this Payee/Payer for This Schedule$18,489
Name and Address
(A)
COSTCO WHOLESALE
P.O. BOX 5219

CAROL STREAM
IL
60197-4160
Type or Classification
(B)
GENERAL OFFICE EXPENSES & SUPPLIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,197
Total of All Transactions with this Payee/Payer for This Schedule$15,197
Name and Address
(A)
DEFRANCE PRINTING

320 W. 17TH STREET
NATIONAL CITY
CA
91950
Type or Classification
(B)
PRINTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,432
Total of All Transactions with this Payee/Payer for This Schedule$14,432
Name and Address
(A)
EWMC OF SAN DIEGO & IMPERIAL COUNTIES

4545 VIEWRIDGE AVE., #1000
SAN DIEGO
CA
92123
Type or Classification
(B)
SPECIAL EVENTS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$4,999
Total of All Transactions with this Payee/Payer for This Schedule$9,999
SPECIAL EVENT04/05/2017$5,000
Name and Address
(A)
PRINCE AND ASSOCIATES

1503 NORTH IMPERIAL AV
EL CENTRO
CA
92243
Type or Classification
(B)
RENT IMPERIAL VALLEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,500
Total of All Transactions with this Payee/Payer for This Schedule$16,500
Name and Address
(A)
RICOH USA
P.O. BOX 650073

DALLAS
TX
75265
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$6,159
Total of All Transactions with this Payee/Payer for This Schedule$6,159
Name and Address
(A)
SAN DIEGO COUNTY TREASURER


SAN DIEGO
CA
92122
Type or Classification
(B)
PROPERTY TAXES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,223
Total of All Transactions with this Payee/Payer for This Schedule$10,223
Name and Address
(A)
SDG&E
P.O. BOX 25111

SAN DIEGO
CA
92799
Type or Classification
(B)
UTILITIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,265
Total of All Transactions with this Payee/Payer for This Schedule$6,265
Name and Address
(A)
SNEAD & ASSOCIATES, LLP

9255 TOWNE CENTRE DRIVE
SAN DIEGO
CA
92121
Type or Classification
(B)
OUTSIDE ACCOUNTANT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,000
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Name and Address
(A)
THE CALVERT COMPANY

735 TAFT STREET
ORANGE
CA
92865
Type or Classification
(B)
PRINTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,505
Total of All Transactions with this Payee/Payer for This Schedule$13,505
Name and Address
(A)
THE LINE PRINTING COMPANY

437 BROADWAY
CHULA VISTA
CA
91910
Type or Classification
(B)
PRINTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,505
Total of All Transactions with this Payee/Payer for This Schedule$13,505
Name and Address
(A)
TRAVLERS
P.O. BOX 1515

SPOKANE
WA
99210
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$21,835
Total of All Transactions with this Payee/Payer for This Schedule$21,835
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 022-853

Name and Address
(A)
THE WESTIN SEATTLE

1900 FIFTH AVENUE
SEATTLE
WA
98101
Type or Classification
(B)
HOTEL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,137
Total of All Transactions with this Payee/Payer for This Schedule$6,137
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 022-853

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$107,485
HEALTH BENEFITSSDT/IBEW 465 SECURITY FUND$18,534
HEALTH BENEFITSSAN DIEGO TEAMSTERS TRUST$25,557
PENSION BENEFITSSD LABOR UNION 401(K)$58,394
DEATH BENEFITSMEMBERS$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 022-853


Question 10: SAN DIEGO TRANSIT I.B.E.W. LOCAL 465 SECURITY FUND SAN DIEGO TRANSIT CORPORATION EMPLOYEE RETIREMENT PLAN RETIREMENT PLAN FOR I.B.E.W. LOCAL 465 CONTRACT EMPLOYEES OF SAN DIEGO TRANSIT CORPORATION THE LOCATION FOR ALL MEETINGS IS - 1255 IMPERIAL AVENUE, SUITE 1000 SAN DIEGO, CA 92101

Question 12: SNEAD & ASSOCIATES, LLP

Question 18: SEE ATTACHED UPDATED BYLAWS

Schedule 13, Row1:

Schedule 13, Row1::FULL MEMBER WITH PENSION

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::FULL MEMBER WITHOUT PENSION

Schedule 13, Row2:

Schedule 13, Row2::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)