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: 09-30-2021
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
From01/01/2018
Through12/31/2018
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 28, 2019Telephone Number:858-536-7444Date:Mar 28, 2019Telephone 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?2,380
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees121.62perMonthly38.35211.68
(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 $766,506$779,497
23. Accounts Receivable1$0
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5
27. Fixed Assets6$636,362$604,260
28. Other Assets7
29. TOTAL ASSETS $1,402,868$1,383,757

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$76,370$76,050
34. TOTAL LIABILITIES $76,370$76,050
35. NET ASSETS$1,326,498$1,307,707
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 $2,235,252
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $1,187
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$13,104
49. TOTAL RECEIPTS $2,249,543
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$693,252
51. Political Activities and Lobbying16$0
52. Contributions, Gifts, and Grants17$7,240
53. General Overhead18$231,705
54. Union Administration19$282,220
55. Benefits20$136,052
56. Per Capita Tax $824,008
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4
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 $62,075
  
66. Subtotal $2,236,552
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$0  
  67b. Less Total Disbursed$0  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,236,552
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$0$0$0
 Less Reinvestments 
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases 
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$349,873
B. Buildings (give location)    
Building  1 :      7444 TRADE STREET, SAN DIEGO, CA $370,500$176,919$193,581$502,296
C. Automobiles and Other Vehicles$138,392$97,917$40,475$50,000
D. Office Furniture and Equipment$20,656$19,314$1,342$3,000
E. Other Fixed Assets$165,904$103,139$62,765$60,000
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,001,549$397,289$604,260$965,169
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)) $76,050
DUE TO INTERNATIONAL$50,913
ACCRUED PENSION$7,610
ACCRUED COMPENSATED ABSENCES$17,050
PAYROLL LIABILITIES$477
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
$216,768$1,975$218,743
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
C
$178,802$178,802
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
$12,007$3,832$15,839
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
C
$2,512$54$2,566
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
$600$600
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  
EXECUTIVE BOARD
C
$555$1,033$1,588
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
$4,466$532$4,998
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
$252$97$349
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
$1,986$374$2,360
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
$485$157$642
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
$120$132$252
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
$704$453$1,157
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
$1,146$104$1,250
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
$1,319$684$2,003
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$421,722$0$9,427$0$431,149
Less Deductions    $149,985
Net Disbursements    $281,164
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
$96,013$96,013
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
$55,181$55,181
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
VILLARINO ,  JACKIE  
ADMINISTRATIVE
NONE
$63,089$63,089
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
$48,246$48,246
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  
BUSINESS REPRESENTATIVE
NONE
$138,102$138,102
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
ARAUZ ,  ANABEL  
BUSINESS REPRESENTATIVE
NONE
$97,998$97,998
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
10 % Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$5,951$5,951
I Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
50 %
Total Employee Disbursements$504,580$0$0$0$504,580
Less Deductions    $154,447
Net Disbursements    $350,133
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) 2,380 
Agency Fee Payers*
Total Members/Fee Payers2,380 
*Agency Fee Payers are not considered members of the labor organization.
TYPE A305Yes
TYPE B2,075Yes
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$13,104
4. Total Receipts$13,104
     
     
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$7,240
6. Total Disbursements$7,240
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$14,251
2. Named Payee Non-itemized Disbursements$28,190
3. To Officers$334,840
4. To Employees$308,550
5. All Other Disbursements$7,421
6. Total Disbursements$693,252
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$23,823
2. Named Payee Non-itemized Disbursements$76,202
3. To Officers$39,754
4. To Employees$33,953
5. All Other Disbursements$57,973
6. Total Disbursements$231,705
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$6,191
3. To Officers$56,558
4. To Employees$162,078
5. All Other Disbursements$57,393
6. Total Disbursements$282,220
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)
R. DOUGLAS COLLINS

703 PIER AVE., STE. B #805
HERMOSA BEACH
CA
90254-3943
Type or Classification
(B)
ARBITRATOR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,113
Total Non-Itemized Transactions with this Payee/Payer$6,670
Total of All Transactions with this Payee/Payer for This Schedule$11,783
ARBITRATION SERVICES06/06/2018$5,113
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$9,138
Total Non-Itemized Transactions with this Payee/Payer$16,074
Total of All Transactions with this Payee/Payer for This Schedule$25,212
ATTORNEY04/04/2018$9,138
Name and Address
(A)
VERITEXT
P.O. BOX 71303

CHICAGO
IL
60694-8012
Type or Classification
(B)
COURT REPORTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,446
Total of All Transactions with this Payee/Payer for This Schedule$5,446
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$16,455
Total of All Transactions with this Payee/Payer for This Schedule$16,455
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$6,245
Total of All Transactions with this Payee/Payer for This Schedule$6,245
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$18,000
Total of All Transactions with this Payee/Payer for This Schedule$18,000
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$5,022
Total Non-Itemized Transactions with this Payee/Payer$5,326
Total of All Transactions with this Payee/Payer for This Schedule$10,348
PROPERTY TAXES11/07/2018$5,022
Name and Address
(A)
SDG&E


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$5,834
Total of All Transactions with this Payee/Payer for This Schedule$5,834
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$11,250
Total Non-Itemized Transactions with this Payee/Payer$3,750
Total of All Transactions with this Payee/Payer for This Schedule$15,000
VARIOUS ACCOUNTING & AUDIT SERVICES12/26/2018$11,250
Name and Address
(A)
TRAVELERS


SPOKANE
WA
99210
Type or Classification
(B)
INSURANCE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,551
Total Non-Itemized Transactions with this Payee/Payer$20,592
Total of All Transactions with this Payee/Payer for This Schedule$28,143
INSURANCE03/21/2018$7,551
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 022-853

Name and Address
(A)
SHELL OIL
P.O. BOX 78012

PHOENIX
AR
85062-8012
Type or Classification
(B)
GAS
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,191
Total of All Transactions with this Payee/Payer for This Schedule$6,191
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.)$136,052
HEALTH BENEFITSSDT/IBEW 465 SECURITY FUND$15,348
HEALTH BENEFITSSAN DIEGO TEAMSTERS TRUST$46,739
PENSION BENEFITSSD LABOR UNION 401(K)$62,965
DEATH BENEFITSMEMBERS$11,000
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 MEMBERS IS - 1255 IMPERIAL AVENUE, SUITE 1000 SAN DIEGO, CA 92101

Question 12: LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP

Question 18: Changes to bylaws - 1/26/18 Art. VI, Sec. 9 amended 6/14/18 Art. VI, Secs 1(b), 1(c), 1(d) and 1(e) amended Bylaws attached

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)