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
529-407
2.
PERIOD COVERED
From
01/01/2018
Through
12/31/2018
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
STATE COUNTY AND MUNI EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE COUNCIL
6. DESIGNATION NBR
9
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
TIMOTHY
Last Name
TWARDOSKI
P.O Box - Building and Room Number
Number and Street
36 S LAST CHANCE GULCH
City
HELENA
State
MT
ZIP Code + 4
59601
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:
Donnie J Nelson
PRESIDENT
71. SIGNED:
Donnie J Nelson
TREASURER
Date:
Mar 29, 2019
Telephone
Number:
406-628-1267
Date:
Mar 29, 2019
Telephone
Number:
406-628-1267
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
529-407
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
No
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
No
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
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?
$115,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
No
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
No
19. What is the date of the labor
organization's next regular election of officers?
06/2019
20. How many members did the labor organization
have at the end of the reporting period?
1,719
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
42.30
per
Month
42.30
42.30
(b) Working Dues/Fees
per
(c) Initiation Fees
per
(d) Transfer Fees
per
(e) Work Permits
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
529-407
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$65,543
$142,923
23. Accounts Receivable
1
$26,614
$23,713
24. Loans Receivable
2
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$13,392
$13,392
27. Fixed Assets
6
$32,463
$43,100
28. Other Assets
7
$0
$0
29.
TOTAL ASSETS
$138,012
$223,128
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
31. Loans Payable
9
$33,607
$41,858
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$96,774
$93,325
34. TOTAL
LIABILITIES
$130,381
$135,183
35. NET
ASSETS
$7,631
$87,945
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
529-407
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$867,661
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$0
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$2,259
44. Loans Obtained
9
$40,609
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$0
49. TOTAL RECEIPTS
$910,529
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$344,774
51.
Political Activities and Lobbying
16
$0
52.
Contributions, Gifts, and Grants
17
$450
53. General
Overhead
18
$60,998
54. Union
Administration
19
$81,828
55. Benefits
20
$2,810
56. Per
Capita Tax
$268,919
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$40,609
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$32,358
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$0
66. Subtotal
$832,746
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$48,455
67b. Less Total
Disbursed
$48,858
67c.
Total Withheld But Not Disbursed
-$403
68.
TOTAL DISBURSEMENTS
$833,149
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
529-407
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
$23,713
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$23,713
$0
$0
$0
Member Dues Receivable
$23,713
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
529-407
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
529-407
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
$23,869
$22,676
$2,259
$2,259
Camry
$23,869
$22,676
$2,259
$2,259
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$2,259
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
529-407
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$40,609
$40,609
$40,609
2016 Toyota Tacoma
$40,609
$40,609
$40,609
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$40,609
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
529-407
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
$13,392
E. Total Book Value
$13,392
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.
Certificate of Deposit
$8,137
Certificate of Deposit
$5,255
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$13,392
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
529-407
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give
location)
$0
$0
$0
B. Buildings
(give location)
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
$55,609
$13,562
$42,047
$42,047
D. Office
Furniture
and Equipment
$10,736
$9,683
$1,053
$1,053
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$66,345
$23,245
$43,100
$43,100
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
529-407
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:
529-407
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:
529-407
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
$33,607
$40,609
$32,358
$0
$41,858
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Ford Vehicle Loan
$9,489
$0
$2,952
$0
$6,537
Camry Loan
$24,118
$0
$24,118
$0
$0
Toyota Loan
$0
$40,609
$5,288
$0
$35,321
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
529-407
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$93,325
Accrued Sick/Vacation Leave
$35,137
Rebates Payable
$9,223
Dues Payable to AFSCME International
$43,305
Accrued Expenses
$4,047
Payroll Liabilities
$1,515
Policy Committee
$98
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
529-407
(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
Schweigert
,
Fran
President C
$7,800
$0
$112
$0
$7,912
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
Nelson
,
Don
Treasurer C
$7,800
$0
$0
$0
$7,800
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
Saltenberger
,
Debbie
Secretary C
$0
$0
$357
$0
$357
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
Gorsuch
,
Richard
Vice-President C
$0
$0
$167
$0
$167
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
Hennessey
,
Walter
Vice-President C
$0
$0
$77
$0
$77
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
Sexton
,
Sarah
Vice-President C
$0
$0
$191
$0
$191
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
Wheeler
,
Tom
Vice-President C
$0
$0
$534
$0
$534
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
Brooke
,
Larry
Vice-President C
$0
$0
$78
$0
$78
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
Frisbie
,
Britton
Vice-President N
$0
$0
$31
$0
$31
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
Total Officer
Disbursements
$15,600
$0
$1,547
$0
$17,147
Less Deductions
$1,401
Net
Disbursements
$15,746
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
529-407
(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
Twardowski
,
Timm
Executive Director N/A
$130,339
$0
$950
$0
$131,289
I
Schedule 15
Representational Activities
51
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
49
%
A
B
C
Gilreath
,
Hillary
Office Manager N/A
$4,717
$0
$0
$0
$4,717
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100
%
Schedule 19
Administration
A
B
C
Jensen
,
Joshua
Field Representative N/A
$92,223
$0
$0
$0
$92,223
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$349
$349
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
Total
Employee Disbursements
$227,628
$0
$950
$0
$228,578
Less
Deductions
$47,053
Net Disbursements
$181,525
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
529-407
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
1,719
Agency Fee Payers*
Total Members/Fee Payers
1,719
*Agency Fee Payers are
not considered members of the labor organization.
Highway Members
394
Yes
City/County Members
1,139
Yes
Institutional Members
186
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
529-407
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$0
4. Total
Receipts
$0
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
$450
6. Total
Disbursements
$450
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$11,767
2. Named Payee
Non-itemized Disbursements
$51,084
3. To Officers
$0
4. To Employees
$159,180
5. All Other
Disbursements
$122,743
6. Total
Disbursements
$344,774
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$12,400
2. Named Payee
Non-itemized Disbursements
$16,320
3. To Officers
$0
4. To Employees
$4,717
5. All Other
Disbursements
$27,561
6. Total
Disbursements
$60,998
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
$0
6. Total
Disbursements
$0
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$17,147
4. To Employees
$64,681
5. All Other
Disbursements
$0
6. Total
Disbursements
$81,828
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
529-407
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
529-407
Name and Address
(A)
Courtney Nolan-Mountain Law
705 Main Street Kalispell MT 59901
Type or Classification
(B)
Field Representation
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,125
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,125
Field Representation
04/02/2018
$5,125
Name and Address
(A)
Mountain Law & Mediation
705 Main Street Kalispell MT 59901
Type or Classification
(B)
Field Representation
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$22,795
Total of All Transactions with this
Payee/Payer for This Schedule
$22,795
Name and Address
(A)
Thiel Law Office, PLLC 8125 705 Main Street Missoula MT 59801
Type or Classification
(B)
Field Representation
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,642
Total
Non-Itemized Transactions with this Payee/Payer
$28,289
Total of All Transactions with this
Payee/Payer for This Schedule
$34,931
Field Representation
05/09/2018
$6,642
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
529-407
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
529-407
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
529-407
Name and Address
(A)
HW Properties, LLP
36 S. Last Chance Gulch Helena MT 59601
Type or Classification
(B)
Rent
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,740
Total of All Transactions with this
Payee/Payer for This Schedule
$10,740
Name and Address
(A)
Newland and Company, P.C.
2900 Lexington Ave. Butte MT 59701
Type or Classification
(B)
Review, Tax & LM2
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,400
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$12,400
Review, Tax & LM2
11/14/2018
$12,400
Name and Address
(A)
Padgett Business Services 665
Twin Bridges MT 59754
Type or Classification
(B)
Consulting
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,580
Total of All Transactions with this
Payee/Payer for This Schedule
$5,580
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
529-407
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
529-407
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$2,810
Group Life Insurance
Dearborn National Life Insurance
$2,348
Staff Pension
Wells Fargo Investment & Whitefish Credit Union
$462
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
529-407
Question 12: Review performed by Newland and Company
Schedule 1, Row1:
Schedule 1, Row1:
Schedule 9, Row2:
Schedule 9, Row2:::
Schedule 9, Row3:
Schedule 9, Row3:::
Schedule 9, Row1:
Schedule 9, Row1:::
Schedule 13, Row1:
Schedule 13, Row1:Highway members pay full dues
Schedule 13, Row1:
Schedule 13, Row1:
Schedule 13, Row2:
Schedule 13, Row2:City/County members pay full dues.
Schedule 13, Row2:
Schedule 13, Row2:
Schedule 13, Row3:
Schedule 13, Row3:Institutional members pay full dues.