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
023-562
2.
PERIOD COVERED
From
01/01/2019
Through
12/31/2019
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
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
773
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
DENNIS
Last Name
HOWER
P.O Box - Building and Room Number
Number and Street
3614 Lehigh Street
City
Whitehall
State
PA
ZIP Code + 4
18052
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:
Dennis C Hower
PRESIDENT
71. SIGNED:
Charles E Shafer
TREASURER
Date:
Mar 26, 2020
Telephone
Number:
610-434-4451
Date:
Mar 26, 2020
Telephone
Number:
610-434-4451
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
023-562
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?
Yes
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?
$435,000
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?
No
19. What is the date of the labor
organization's next regular election of officers?
11/2021
20. How many members did the labor organization
have at the end of the reporting period?
7,096
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
Multiple Rates
per
Month
$ 10
$ 102
(b) Working Dues/Fees
None
per
(c) Initiation Fees
Multiple Rates
per
Member
$ 175
$ 275
(d) Transfer Fees
per
(e) Work Permits
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
023-562
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$390,676
$265,271
23. Accounts Receivable
1
$0
$0
24. Loans Receivable
2
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$1,042,280
$1,419,522
27. Fixed Assets
6
$244,138
$302,668
28. Other Assets
7
$762,267
$718,240
29.
TOTAL ASSETS
$2,439,361
$2,705,701
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$0
31. Loans Payable
9
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$9,548
$10,574
34. TOTAL
LIABILITIES
$9,548
$10,574
35. NET
ASSETS
$2,429,813
$2,695,127
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
023-562
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$3,321,153
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$387,068
39. Sale of Supplies
$2,460
40. Interest
$17,971
41. Dividends
$74,372
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$2,149
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$12,660
49. TOTAL RECEIPTS
$3,817,833
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$1,184,585
51.
Political Activities and Lobbying
16
$0
52.
Contributions, Gifts, and Grants
17
$59,568
53. General
Overhead
18
$174,621
54. Union
Administration
19
$372,144
55. Benefits
20
$737,747
56. Per
Capita Tax
$871,840
57. Strike
Benefits
$215
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$11,966
60. Purchase
of Investments and Fixed Assets
4
$444,908
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$3,102
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$84,521
66. Subtotal
$3,945,217
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$270,033
67b. Less Total
Disbursed
$268,054
67c.
Total Withheld But Not Disbursed
$1,979
68.
TOTAL DISBURSEMENTS
$3,943,238
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
023-562
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:
023-562
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:
023-562
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
$132,626
$132,626
$132,668
$132,668
Investment portfolio - sale of securities
$132,626
$132,626
$132,668
$132,668
Less Reinvestments
$132,668
(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:
023-562
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$577,576
$577,576
$577,576
Security System
$5,173
$5,173
$5,173
Computer Equipment
$2,778
$2,778
$2,778
2018 Ford Explorer
$31,521
$31,521
$31,521
2019 Dodge Durango
$36,571
$36,571
$36,571
2019 Dodge Durango
$38,087
$38,087
$38,087
2019 Chevy Traverse
$40,276
$40,276
$40,276
Liner, cover, steps and rail for truck
$2,665
$2,665
$2,665
Mutual fund dividends reinvested
$68,444
$68,444
$68,444
Investment portfolio purchases
$290,963
$290,963
$290,963
TLU773 Building Company
$61,098
$61,098
$61,098
Less Reinvestments
$132,668
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$444,908
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
023-562
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$1,269,060
B. Total Book Value
$1,419,522
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
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))
$1,419,522
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
023-562
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)
Building
1
:
1. 3614 Lehigh Street Whitehall
$22,462
$5,022
$17,440
$19,000
C. Automobiles
and
Other Vehicles
$300,943
$63,807
$237,136
$245,000
D. Office
Furniture
and Equipment
$149,282
$101,190
$48,092
$50,000
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$472,687
$170,019
$302,668
$314,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
023-562
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$718,240
Supplies for resale
$5,230
Investment in LLC TLU773 Building Company
$713,010
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
023-562
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:
023-562
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 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
023-562
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$10,574
Employee payroll withholding
$9,907
Funds For Transmittal
$667
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
023-562
(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
HOWER
,
DENNIS
PRESIDENT C
$108,007
$2,600
$5,804
$0
$116,411
I
Schedule 15
Representational Activities
85
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
10
%
A
B
C
SHAFER
,
CHUCK
SECRETARY TREASURER C
$108,007
$5,800
$2,929
$0
$116,736
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
3
%
Schedule 19
Administration
7
%
A
B
C
WEATHERSPOON
,
ROLAND
VICE PRESIDENT C
$108,007
$900
$2,925
$0
$111,832
I
Schedule 15
Representational Activities
89
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
8
%
Schedule 19
Administration
3
%
A
B
C
SUKANICK
,
DAVID
RECORDING SECRETARY C
$6,126
$900
$188
$0
$7,214
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
JONES
,
HELEN
TRUSTEE C
$5,790
$2,500
$178
$8,468
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
FRY
,
DARRIN
TRUSTEE N
$23,995
$1,900
$463
$0
$26,358
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
GAUMER
,
LISA
TRUSTEE N
$5,886
$2,100
$0
$0
$7,986
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
Total Officer
Disbursements
$365,818
$16,700
$12,487
$0
$395,005
Less Deductions
$92,745
Net
Disbursements
$302,260
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
023-562
(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
BACHMAN
,
RICH
BUSINESS AGENT None
$101,603
$1,400
$3,889
$0
$106,892
I
Schedule 15
Representational Activities
85
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
7
%
Schedule 19
Administration
8
%
A
B
C
GROLLER
,
TIM
BUSINESS AGENT None
$102,274
$600
$4,018
$0
$106,892
I
Schedule 15
Representational Activities
85
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
7
%
Schedule 19
Administration
8
%
A
B
C
LAUBACH
,
MARK
BUSINESS AGENT None
$102,275
$900
$3,938
$0
$107,113
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
5
%
A
B
C
TAYLOR
,
BRIAN
BUSINESS AGENT None
$102,275
$1,900
$4,790
$0
$108,965
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
4
%
Schedule 19
Administration
6
%
A
B
C
DE LEON
,
DANIELLA
BUSINESS AGENT None
$45,755
$1,600
$53
$0
$47,408
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
4
%
Schedule 19
Administration
6
%
A
B
C
WEIDMAN
,
MATTHEW
BUSINESS AGENT None
$99,764
$2,300
$4,553
$0
$106,617
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
4
%
Schedule 19
Administration
6
%
A
B
C
RINCON
,
IVANA
BOOKKEEPER None
$59,749
$1,200
$0
$0
$60,949
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
90
%
A
B
C
SOLANO
,
TIFFANY
TITAN OPERATOR None
$36,160
$1,200
$0
$0
$37,360
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
90
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
90
%
Total
Employee Disbursements
$649,855
$11,100
$21,241
$0
$682,196
Less
Deductions
$177,289
Net Disbursements
$504,907
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
023-562
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
7,096
Agency Fee Payers*
32
Total Members/Fee Payers
7,128
*Agency Fee Payers are
not considered members of the labor organization.
Active Members
7,096
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
023-562
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$12,660
4. Total
Receipts
$12,660
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$15,184
2. Named Payee
Non-itemized Disbursements
$1,500
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$42,884
6. Total
Disbursements
$59,568
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$147,253
2. Named Payee
Non-itemized Disbursements
$36,897
3. To Officers
$303,541
4. To Employees
$514,809
5. All Other
Disbursements
$182,085
6. Total
Disbursements
$1,184,585
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$22,827
3. To Officers
$18,270
4. To Employees
$40,671
5. All Other
Disbursements
$92,853
6. Total
Disbursements
$174,621
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
$63,522
2. Named Payee
Non-itemized Disbursements
$33,746
3. To Officers
$73,194
4. To Employees
$126,715
5. All Other
Disbursements
$74,967
6. Total
Disbursements
$372,144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
023-562
There was no data
found for this schedule.
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
023-562
Name and Address
(A)
American Arbitration Association
230 S Broad Street Philadelphia PA 19102
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,075
Total of All Transactions with this
Payee/Payer for This Schedule
$6,075
Name and Address
(A)
Cleary Josem & Trigiani LLP
325 Chestnut Street Philadelphia PA 19106
Type or Classification
(B)
Legal Services
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$23,619
Total
Non-Itemized Transactions with this Payee/Payer
$16,265
Total of All Transactions with this
Payee/Payer for This Schedule
$39,884
Legal Fees
01/15/2019
$5,506
Legal Fees
02/19/2019
$6,395
Legal Fees
04/19/2019
$11,718
Name and Address
(A)
Markowitz & Richman
121 North Cedar Crest Blvd. Allentown PA 18104
Type or Classification
(B)
Legal Services
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$123,634
Total
Non-Itemized Transactions with this Payee/Payer
$14,557
Total of All Transactions with this
Payee/Payer for This Schedule
$138,191
Legal Fees
01/31/2019
$31,779
Legal Fees
05/13/2019
$20,239
Legal Fees
05/23/2019
$11,885
Legal Fees
07/15/2019
$21,676
Legal Fees
08/09/2019
$22,541
Legal Fees
10/17/2019
$6,873
Legal Fees
12/05/2019
$8,641
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
023-562
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
023-562
Name and Address
(A)
Ben Yorgey Foundation
5771 Buckeye Road Macungie PA 18062
Type or Classification
(B)
Charity golf outing
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
$750
Total of All Transactions with this
Payee/Payer for This Schedule
$5,750
Charity golf outing
06/03/2019
$5,000
Name and Address
(A)
Every Ribbon Counts
452 Manor Drive Nazareth PA 18064
Type or Classification
(B)
Donations
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
$750
Total of All Transactions with this
Payee/Payer for This Schedule
$5,750
Donations
10/07/2019
$5,000
Name and Address
(A)
Wedgewood Golf Course
4875 Limeport Pike Coopersburg PA 18036
Type or Classification
(B)
Charity golf outing
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,184
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,184
Charity golf outing
07/28/2019
$5,184
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
023-562
Name and Address
(A)
Erie Insurance Group
100 Erie Insurance Place Erie PA 16530
Type or Classification
(B)
Insurance Premiums
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,230
Total of All Transactions with this
Payee/Payer for This Schedule
$7,230
Name and Address
(A)
Housecleaning Pros
17 Fredericksville Road Mertztown PA 19539
Type or Classification
(B)
Cleaning services
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,007
Total of All Transactions with this
Payee/Payer for This Schedule
$9,007
Name and Address
(A)
Service Electric Telephone
4242 Mauch Chunk Road Coplay PA 18037
Type or Classification
(B)
Phone sevices
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,590
Total of All Transactions with this
Payee/Payer for This Schedule
$6,590
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
023-562
Name and Address
(A)
Alan Ross & Company PC
10 Hearthstone Court Reading PA 19606
Type or Classification
(B)
Accounting and auditing fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,975
Total
Non-Itemized Transactions with this Payee/Payer
$9,970
Total of All Transactions with this
Payee/Payer for This Schedule
$17,945
Audit Fees
06/11/2019
$7,975
Name and Address
(A)
Hershey Entertainment & Resort
27 W. Chocolate Ave Hershey PA 17033
Type or Classification
(B)
Social events
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,715
Total
Non-Itemized Transactions with this Payee/Payer
$4,538
Total of All Transactions with this
Payee/Payer for This Schedule
$13,253
Social events
11/01/2019
$8,715
Name and Address
(A)
LV Print Center
1701 Union Boulevard Suite Allentown PA 18109
Type or Classification
(B)
Office supplies
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,932
Total of All Transactions with this
Payee/Payer for This Schedule
$8,932
Name and Address
(A)
Northampton Memorial Community Center
16th and Laubach Avenue Northampton PA 18067
Type or Classification
(B)
Stewards banquet
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,686
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$11,686
Stewards banquet
10/07/2019
$11,686
Name and Address
(A)
Office Depot 10
Cincinnati OH 45263
Type or Classification
(B)
Office supplies
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,879
Total of All Transactions with this
Payee/Payer for This Schedule
$7,879
Name and Address
(A)
Promotional Solutions Inc 366
East Berlin CT 06023
Type or Classification
(B)
Supplies for members
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$29,471
Total
Non-Itemized Transactions with this Payee/Payer
$2,427
Total of All Transactions with this
Payee/Payer for This Schedule
$31,898
Supplies
08/01/2019
$11,250
Supplies
11/06/2019
$18,221
Name and Address
(A)
Universal Promotions
1201 S. Ocean Drive Hollywood FL 33019
Type or Classification
(B)
Supplies for members
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,675
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,675
Supplies
06/11/2019
$5,675
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
023-562
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$737,747
Pension
Central PA Teamsters Pension Fund
$270,093
Pension
Jt Council 53 Retirement Trust
$138,891
Health and Welfare
Central PA Teamsters Health and Welfare Fund
$219,315
Health & Welfare
Jt Council 53 Retiree H & W
$83,223
Health & Welfare
Teamsters Local 401 Health and Welfare
$26,225
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
023-562
Question 15: In connection with the purchase of four new vehicles, the Local Union traded in four vehicles with a combined book value of 21,049. The Local received a trade in value of $ 46,500 for all four vehicles.
Question 10: The Local Union participates in the administration of the following employee benefit plans which file annual reports with the Employee Benefits Security Administration.
Central Pennsylvania Teamsters Pension Trust
Provides retirement benefits
EIN # 23-6262789
Plan No 001, 009
Central Pennsylvania Teamsters Health and Welfare Fund
Provides health benefits
EIN # 23-6263170
Plan No 501
Question 11(b):
Question 11(b): : The Local Union created a single member LLC known as TLU773 Building Company to purchase land and construct a new union hall.
EIN # 47-3657717
3614 Lehigh Street
Whitehall, PA 18052
Question 12: Alan Ross & Company, PC
Certified Public Accountants
10 Hearthstone Court, Ste 100
Reading, PA 19606
Schedule 13, Row1:
Schedule 13, Row1:::Active members pay full dues and are entitled to vote.
Schedule 13, Row1:
Schedule 13, Row1:::
Schedule 11 - All officers and Disbursements
Richard Bachman resigned as a trustee and Darrin Fry was appointed by the Board of Trustees. Matthew Weidman resigned as a trustee and Lisa Gaumer was appointed by the Board of Trustees.