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
540-704
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:
Yes
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
SERVICE EMPLOYEES
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
1989
7. UNIT NAME (if any)
MAINE STATE EMPLOYEES ASSOCIATION
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
SHELLY
Last Name
PAGE
P.O Box - Building and Room Number
Number and Street
65 STATE ST
City
AUGUSTA
State
ME
ZIP Code + 4
043305126
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:
Dean E Staffieri
PRESIDENT
71. SIGNED:
MARK E LANDRY
TREASURER
Date:
Jun 30, 2020
Telephone
Number:
207-622-3151
Date:
Jun 30, 2020
Telephone
Number:
207-592-8812
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
540-704
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$1,000,000
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?
10/2020
20. How many members did the labor organization
have at the end of the reporting period?
8,084
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
5.40-50.00
per
Month
5.40
50.00
(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:
540-704
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$1,191,217
$1,492,512
23. Accounts Receivable
1
$268,882
$166,580
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
$0
27. Fixed Assets
6
$96,705
$48,868
28. Other Assets
7
$245,820
$242,834
29.
TOTAL ASSETS
$1,802,624
$1,950,794
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$137,063
$127,805
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$184,492
$167,432
34. TOTAL
LIABILITIES
$321,555
$295,237
35. NET
ASSETS
$1,481,069
$1,655,557
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
540-704
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$4,139,370
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$380
40. Interest
$1,309
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$0
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
$29,205
48. Other Receipts
14
$534,512
49. TOTAL RECEIPTS
$4,704,776
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$1,213,838
51.
Political Activities and Lobbying
16
$274,755
52.
Contributions, Gifts, and Grants
17
$18,664
53. General
Overhead
18
$359,717
54. Union
Administration
19
$747,345
55. Benefits
20
$496,199
56. Per
Capita Tax
$1,103,691
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$50,757
64. On
Behalf of Individual Members
$29,205
65. Direct
Taxes
$120,820
66. Subtotal
$4,414,991
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$676,821
67b. Less Total
Disbursed
$677,597
67c.
Total Withheld But Not Disbursed
-$776
68.
TOTAL DISBURSEMENTS
$4,415,767
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
540-704
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
$166,579
$0
$0
$0
Totals from all other
accounts receivable
$1
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$166,580
$0
$0
$0
State of Maine
$91,863
American Red Cross
$363
City of Auburn
$564
CDS
$3,744
Green Valley
$632
Gov. Baxter School
$303
Home Care For Maine
$397
City of Lewiston
$1,282
Lewiston School
$588
MCCS Adjuncts
$4,437
MCCS Faculty and Staff
$5,565
Maine Maritime
$5,575
Maine Peoples Alliance
$369
Maine Turnpike
$11,953
Treats Falls
$251
SEIU Structural Relief Rebate
$4,128
NE Delta Dental
$2,166
MSEA Building Association
$133
MSEA Income Protection
$32,097
NNEC
$135
NH SEA
$3
Maine Votes
$20
Maine AllCare
$11
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
540-704
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:
540-704
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
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
540-704
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$8,555
$0
$0
A/V Equipment
$8,555
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
540-704
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:
540-704
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
D. Office
Furniture
and Equipment
$613,591
$564,723
$48,868
$48,868
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$613,591
$564,723
$48,868
$48,868
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
540-704
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$242,834
Investment in MSEA Building
$121,631
Prepaid Expenses
$51,254
Prepaid Payroll
$3,703
Prepaid Postage
$35,156
Prepaid Stater Postage
$28,382
Prepaid Tickets
$2,708
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
540-704
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
$113,278
$0
$0
$0
Total from all other accounts payable
$14,527
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$127,805
$0
$0
$0
SEIU COPE PASER
$6,959
$0
$0
$0
Chapter Allotments
$48,504
$0
$0
$0
Funtown
$51
$0
$0
$0
Accrued Payroll Payable
$57,764
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
540-704
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:
540-704
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$167,432
Accrued Vacation Payable
$167,432
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
540-704
(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
Bonnivie
,
Tracy
Director C
$929
$929
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
Edgecomb
,
Paul
Director P
$222
$222
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
Ferrick
,
Kathleen
Secretary C
$2,400
$447
$2,847
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
Gilbert
,
Paul
Retiree Director C
$544
$544
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
Harriman
,
Richard
Alternate Director N
$114
$114
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
Keaton
,
Tamra
Director N
$907
$907
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
Kimball
,
Stephen
Director P
$236
$236
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
Landry
,
Mark
Treasurer C
$2,400
$419
$2,819
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
Maher
,
Thomas
Director C
$1,618
$1,618
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
Mitchell
,
Jason
Director N
$22
$22
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
Morgan
,
Lisa
Director N
$2,163
$2,163
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
Neumeyer
,
Jennifer
Director N
$30
$30
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
Paquet
,
Calvin
Director N
$1,199
$1,199
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
Perkins
,
Allison
Director C
$820
$820
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
Projansky
,
David
Director C
$1,528
$1,528
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
Rice
,
Margaret
Retiree Director P
$52
$52
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
Rivard
,
Ginette
Retiree AlternateDirector N
$1,039
$1,039
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
Ruhlin
,
Robert
Retiree Director C
$1,020
$1,020
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
Sharpe
,
Diane
Retiree Director P
$65
$65
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
Sherman
,
Rachel
Director N
$78
$78
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
Staffieri
,
Dean
Vice President C
$2,580
$3,138
$5,718
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
Welton
,
Ramona
President C
$14,220
$2,294
$16,514
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
$21,600
$0
$18,884
$0
$40,484
Less Deductions
$4,644
Net
Disbursements
$35,840
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
540-704
(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
Baillargeon
,
Terry
Lead Mbr Support Speciali None
$47,133
$315
$47,448
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
1
%
A
B
C
Bigelow
,
Lindsey
Field Representative None
$68,293
$5,088
$73,381
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Collins
,
Luanne
Account Clerk None
$43,255
$109
$43,364
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
52
%
Schedule 19
Administration
47
%
A
B
C
Doody
,
Jessica
Executive Assistant None
$75,964
$358
$76,322
I
Schedule 15
Representational Activities
7
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
39
%
Schedule 19
Administration
51
%
A
B
C
Farkas
,
Thomas
Training Coordinator/PR None
$73,668
$1,702
$75,370
I
Schedule 15
Representational Activities
12
%
Schedule 16
Political Activities and Lobbying
56
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
30
%
Schedule 19
Administration
2
%
A
B
C
Feeley
,
Thomas
Chief Counsel None
$87,478
$2,047
$89,525
I
Schedule 15
Representational Activities
84
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
14
%
Schedule 19
Administration
1
%
A
B
C
Gribbin
,
Joseph
Field Representative None
$64,343
$3,027
$67,370
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Guerette
,
Betsey
Finance and Admin Clerk None
$24,616
$24,616
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
3
%
Schedule 19
Administration
97
%
A
B
C
Levesque
,
Joan
Receptionist None
$38,760
$51
$38,811
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
6
%
Schedule 19
Administration
84
%
A
B
C
Macri
,
Anne
Deputy Counsel None
$78,754
$2,370
$81,124
I
Schedule 15
Representational Activities
97
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
2
%
A
B
C
MacWhinnie
,
Angela
Director of Org and Field None
$84,008
$1,536
$85,544
I
Schedule 15
Representational Activities
98
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
2
%
A
B
C
Maybarduk
,
Alexander
Executive Director None
$100,653
$619
$101,272
I
Schedule 15
Representational Activities
16
%
Schedule 16
Political Activities and Lobbying
19
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
1
%
Schedule 19
Administration
64
%
A
B
C
McCabe
,
Jeffrey
Director Politics and Leg None
$69,151
$1,629
$70,780
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
99
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
1
%
A
B
C
McGuire
,
Timothy
Field Representative None
$45,467
$5,903
$51,370
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
McGurty
,
James
Field Representative None
$68,503
$1,718
$70,221
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
1
%
A
B
C
Nethers
,
Solomon
IT Specialist None
$59,608
$204
$59,812
I
Schedule 15
Representational Activities
1
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
2
%
Schedule 19
Administration
97
%
A
B
C
Page
,
Shely
Director Finance and Admi None
$87,478
$2,174
$89,652
I
Schedule 15
Representational Activities
1
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
11
%
Schedule 19
Administration
87
%
A
B
C
Porter III
,
Frank
Field Representative None
$71,455
$6,545
$78,000
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Reilly
,
Megan
Field Representative None
$62,793
$2,521
$65,314
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Turowski
,
MaryAnne
Director Politics and Leg None
$32,897
$32,897
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
98
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
2
%
A
B
C
Upton-Sukeforth
,
Robin
Field Representative None
$56,574
$6,295
$62,869
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Watson
,
Sarah
Organizer None
$81,281
$9,553
$90,834
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
1
%
A
B
C
White
,
Elizabeth
Lead Political and Legisl None
$26,818
$26,818
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
99
%
Schedule 19
Administration
1
%
A
B
C
Wing
,
Andrew
VEBA Account Specialist None
$62,437
$62,437
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
99
%
Schedule 19
Administration
1
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$16,722
$880
$17,602
I
Schedule 15
Representational Activities
12
%
Schedule 16
Political Activities and Lobbying
44
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
34
%
Schedule 19
Administration
10
%
Total
Employee Disbursements
$1,528,109
$0
$54,644
$0
$1,582,753
Less
Deductions
$463,384
Net Disbursements
$1,119,369
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
540-704
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
8,084
Agency Fee Payers*
1
Total Members/Fee Payers
8,085
*Agency Fee Payers are
not considered members of the labor organization.
Full Time Members
6,142
Yes
Percentage Dues Members
152
Yes
Part-time Members - 60%
101
Yes
Part-time Members - 30%
2
Yes
Retiree Members
1,687
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
540-704
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$360,114
2. Named Payer
Non-itemized Receipts
$147,052
3. All Other Receipts
$27,346
4. Total
Receipts
$534,512
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$10,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$8,664
6. Total
Disbursements
$18,664
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$158,717
2. Named Payee
Non-itemized Disbursements
$111,739
3. To Officers
$0
4. To Employees
$880,526
5. All Other
Disbursements
$62,856
6. Total
Disbursements
$1,213,838
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$89,820
2. Named Payee
Non-itemized Disbursements
$47,387
3. To Officers
$0
4. To Employees
$196,946
5. All Other
Disbursements
$25,564
6. Total
Disbursements
$359,717
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
$176,832
5. All Other
Disbursements
$97,923
6. Total
Disbursements
$274,755
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$245,717
2. Named Payee
Non-itemized Disbursements
$38,156
3. To Officers
$40,484
4. To Employees
$328,450
5. All Other
Disbursements
$94,538
6. Total
Disbursements
$747,345
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
540-704
Name and Address
(A)
Key Trust
4900 Tiedeman Brooklyn OH 44144
Type or Classification
(B)
Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$181,114
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$181,114
IP Admin Fee
02/05/2019
$32,673
IP Admin Fee
02/19/2019
$11,957
IP Admin Fee
03/25/2019
$25,327
IP Admin Fee
05/02/2019
$14,415
IP Admin Fee
06/18/2019
$10,974
IP Admin Fee
07/08/2019
$13,241
IP Admin Fee
09/16/2019
$25,872
IP Admin Fee
11/05/2019
$16,467
IP Admin Fee
11/26/2019
$14,590
IP Admin Fee
12/23/2019
$15,598
Name and Address
(A)
Northeast Delta Dental
One Delta Drive Concord NH 03301-2002
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$26,417
Total of All Transactions with this
Payee/Payer for This Schedule
$26,417
Name and Address
(A)
SEIU
1800 Massachusetts Ave Washington DC 20036
Type or Classification
(B)
International Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$179,000
Total
Non-Itemized Transactions with this Payee/Payer
$120,635
Total of All Transactions with this
Payee/Payer for This Schedule
$299,635
Office Support
01/04/2019
$10,750
Office Support
02/08/2019
$10,750
Office Support
03/08/2019
$10,750
Office Support
04/05/2019
$10,750
TWR Drive to 75 Grant 1/2
04/12/2019
$25,000
Office Support
05/03/2019
$10,750
Office Support
06/07/2019
$10,750
Office Support
07/05/2019
$10,750
Office Support
08/02/2019
$10,750
Office Support
09/06/2019
$10,750
Office Support
10/04/2019
$10,750
TWR Drive to 75 Grant 2/2
10/18/2019
$25,000
Office Support
11/08/2019
$10,750
Office Support
12/06/2019
$10,750
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
540-704
Name and Address
(A)
Ann Goslin
65 Upper Pond Rd Litchfield ME 04330
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$11,700
Total of All Transactions with this
Payee/Payer for This Schedule
$11,700
Name and Address
(A)
City of Augusta
16 Cony St Augusta ME 04330
Type or Classification
(B)
Meeting Facility and Meals
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,049
Total of All Transactions with this
Payee/Payer for This Schedule
$6,049
Name and Address
(A)
Grossman Marketing Group, Inc
30 Cobble Hill Rd Somerville MA 02143
Type or Classification
(B)
Print House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,454
Total of All Transactions with this
Payee/Payer for This Schedule
$10,454
Name and Address
(A)
Image Pointe PO Box 657
Waterloo IA 50704-0657
Type or Classification
(B)
Print House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,064
Total of All Transactions with this
Payee/Payer for This Schedule
$9,064
Name and Address
(A)
Johnson Webbert & Young Legal Services PO Box 79 160 Capitol Street, Suite 3 Augusta ME 04332-0079
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$39,839
Total
Non-Itemized Transactions with this Payee/Payer
$8,784
Total of All Transactions with this
Payee/Payer for This Schedule
$48,623
Legal Services
05/15/2019
$7,252
Legal Services
06/05/2019
$16,500
Legal Services
07/01/2019
$16,087
Name and Address
(A)
Maine Peoples Alliance
565 Congress St, Suite 200 Portland ME 04101
Type or Classification
(B)
Labor Coalition
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$95,707
Total
Non-Itemized Transactions with this Payee/Payer
$7,458
Total of All Transactions with this
Payee/Payer for This Schedule
$103,165
Union Leave
02/25/2019
$9,000
Union Leave
05/01/2019
$10,125
Union Leave
05/01/2019
$9,000
Union Leave
08/01/2019
$10,125
Union Leave
09/12/2019
$13,750
Union Leave
12/01/2019
$24,750
Union Leave
12/01/2019
$13,750
Union Leave
12/01/2019
$5,207
Name and Address
(A)
Richard G Boulanger, Esq PO Box 358
Grafton MA 01519-0358
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,195
Total
Non-Itemized Transactions with this Payee/Payer
$1,000
Total of All Transactions with this
Payee/Payer for This Schedule
$6,195
Legal Services
08/20/2019
$5,195
Name and Address
(A)
Roberta de Araujo
77 Mackworth St Portland ME 04103-4531
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,331
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$11,331
Legal Services
09/01/2019
$11,331
Name and Address
(A)
Sheila Mayberry, Esq PO Box 4888
Portland ME 04101
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$13,027
Total of All Transactions with this
Payee/Payer for This Schedule
$13,027
Name and Address
(A)
Tammy Brynie, Esq
361 Wolcott Street Newton MA 02466
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$11,998
Total of All Transactions with this
Payee/Payer for This Schedule
$11,998
Name and Address
(A)
The Labor Relations Connection
23 Kiah's Way East Sandwich MA 02537
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,370
Total of All Transactions with this
Payee/Payer for This Schedule
$5,370
Name and Address
(A)
Thomson Reuters West PO Box 6292
Carol Stream IL 60197-6292
Type or Classification
(B)
Subscription Service
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,811
Total of All Transactions with this
Payee/Payer for This Schedule
$6,811
Name and Address
(A)
Timothy J Buckalew PO Box 899
Westborough MA 01581
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$11,944
Total of All Transactions with this
Payee/Payer for This Schedule
$11,944
Name and Address
(A)
University of Massachusetts Amhurst, Labor Center
200 Hicks Way, Thompson Hal Amherst MA 01003-9277
Type or Classification
(B)
Research
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,645
Total
Non-Itemized Transactions with this Payee/Payer
$2,501
Total of All Transactions with this
Payee/Payer for This Schedule
$9,146
Research
02/01/2019
$6,645
Name and Address
(A)
USA Promotions PO Box 269 3303 Highway 65 North McGehee AR 71654
Type or Classification
(B)
Print House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,579
Total of All Transactions with this
Payee/Payer for This Schedule
$5,579
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
540-704
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:
540-704
Name and Address
(A)
Maine Votes
565 Congress St, Suite 200 Portland ME 04101
Type or Classification
(B)
Labor Coalition
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Contribution
06/01/2019
$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
540-704
Name and Address
(A)
Budget Documentation Technology PO Box 2322
Lewiston ME 04241-2322
Type or Classification
(B)
Technology Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,682
Total of All Transactions with this
Payee/Payer for This Schedule
$8,682
Name and Address
(A)
Cross Insurance
2331 Congress St Portland ME 04102
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$13,020
Total
Non-Itemized Transactions with this Payee/Payer
$8,037
Total of All Transactions with this
Payee/Payer for This Schedule
$21,057
Liability Insurance
07/01/2019
$13,020
Name and Address
(A)
MSEA Building Association
65 State St Augusta ME 04330
Type or Classification
(B)
Holding Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$76,800
Total
Non-Itemized Transactions with this Payee/Payer
$15,744
Total of All Transactions with this
Payee/Payer for This Schedule
$92,544
Office Rent
01/10/2019
$6,400
Office Rent
02/01/2019
$6,400
Office Rent
03/01/2019
$6,400
Office Rent
04/01/2019
$6,400
Office Rent
05/01/2019
$6,400
Office Rent
06/07/2019
$6,400
Office Rent
07/01/2019
$6,400
Office Rent
08/01/2019
$6,400
Office Rent
09/01/2019
$6,400
Office Rent
10/01/2019
$6,400
Office Rent
11/01/2019
$6,400
Office Rent
12/02/2019
$6,400
Name and Address
(A)
South Parish Congregational Church
9 Church St Augusta ME 04330
Type or Classification
(B)
Church Parking Lot
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,902
Total of All Transactions with this
Payee/Payer for This Schedule
$6,902
Name and Address
(A)
Travelers PO Box 660317
Dallas TX 75266-0317
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,022
Total of All Transactions with this
Payee/Payer for This Schedule
$8,022
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
540-704
Name and Address
(A)
BMEU
79 Postal Service Way Scarborough ME 04074
Type or Classification
(B)
Mail House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,000
Total
Non-Itemized Transactions with this Payee/Payer
$500
Total of All Transactions with this
Payee/Payer for This Schedule
$15,500
Stater postage
01/29/2019
$5,000
Stater postage
04/01/2019
$5,000
Stater postage
12/19/2019
$5,000
Name and Address
(A)
City of Augusta
16 Cony St Augusta ME 04330
Type or Classification
(B)
Meals
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,591
Total of All Transactions with this
Payee/Payer for This Schedule
$5,591
Name and Address
(A)
CMC Technology
622 Maine Ave Farmingdale ME 04344
Type or Classification
(B)
Technology Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,555
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$8,555
Boardroom A/V System (2/2)
03/01/2019
$8,555
Name and Address
(A)
FirstLight PO Box 1301
Williston VT 05495-1301
Type or Classification
(B)
Communications Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,607
Total
Non-Itemized Transactions with this Payee/Payer
$7,611
Total of All Transactions with this
Payee/Payer for This Schedule
$13,218
Termination of POTS lines
11/17/2019
$5,607
Name and Address
(A)
Michaud Accounting Solutions PO Box 236 7 Oak Hill Terrace, Suite 1 Scarborough ME 04074
Type or Classification
(B)
Accounting and Technology Solutions
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$57,360
Total
Non-Itemized Transactions with this Payee/Payer
$4,250
Total of All Transactions with this
Payee/Payer for This Schedule
$61,610
System Conversion
08/25/2019
$10,500
System Conversion
10/01/2019
$10,500
System Conversion
10/09/2019
$15,360
System Conversion
12/01/2019
$21,000
Name and Address
(A)
MTM Acquisition, Inc.
295 Gannett Drive South Portland ME 04106
Type or Classification
(B)
Print House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,527
Total of All Transactions with this
Payee/Payer for This Schedule
$5,527
Name and Address
(A)
Pitney Bowes PO Box 223648
Pittsburgh PA 15250-2648
Type or Classification
(B)
Postal Meter and Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
$1,336
Total of All Transactions with this
Payee/Payer for This Schedule
$6,336
Postage
12/19/2019
$5,000
Name and Address
(A)
Runyon, Kersteen, Ouellette
20 Long Creek Drive South Portland ME 04106
Type or Classification
(B)
Accountants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$24,707
Total
Non-Itemized Transactions with this Payee/Payer
$2,500
Total of All Transactions with this
Payee/Payer for This Schedule
Total
Non-Itemized Transactions with this Payee/Payer
$30
Total of All Transactions with this
Payee/Payer for This Schedule
$58,777
2019 Annual Meeting
12/01/2019
$58,747
Name and Address
(A)
State of Maine
135 State House Station Augusta ME 04333
Type or Classification
(B)
State Government
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$70,741
Total
Non-Itemized Transactions with this Payee/Payer
$10,811
Total of All Transactions with this
Payee/Payer for This Schedule
$81,552
Union Leave
02/19/2019
$5,935
Union Leave
03/21/2019
$5,935
Union Leave
04/12/2019
$5,935
Union Leave
05/06/2019
$5,936
Union Leave
07/01/2019
$5,455
Union Leave
07/19/2019
$6,270
Union Leave
08/01/2019
$5,867
Union Leave
09/01/2019
$5,867
Union Leave
10/04/2019
$5,973
Union Leave
10/25/2019
$5,552
Union Leave
12/01/2019
$6,008
Union Leave
12/16/2019
$6,008
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
540-704
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$496,199
Employer Pension Plan Contribution
Fidelity FPRS
$97,361
Health Insurance
Anthem Blue Cross Blue Shield
$346,582
Dental Insurance
Northeast Delta Dental
$31,834
Group Life Insurance
MEPERS
$2,749
Vision Insurance
Anthem Blue Cross Blue Shield
$357
Workers Compensation Insurance
MEMIC
$6,340
Retiree Health Insurance
Aetna Retirees
$1,137
Retiree Medicare Reimbursement
Individual Retirees
$8,130
Retiree Group Life
MEPERS
$1,137
Employee Assistance Program
Maine General Community Care
$572
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
540-704
Question 12: : A financial audit is performed annually, in accordance with the Constitution and By-laws of the Maine State Employees Association. The most recent audit was conducted by the CPA firm of Runyon, Kersteen & Ouelette, 20 Long Creek Drive, South Portland, ME 04106, in February and March of 2020
Question 10: : A) Subsidiary Organization: MSEA Building Association, 65 State Street, Augusta, ME 04330 (EIN 01-0416938). Purpose: A Corporation established under 501(c)(2) of the IRS to hold title to two properties at 65 and 71 State Street, Augusta, ME.
B) MSEA Income Protection Plan and Trust: Voluntary Employees' Beneficiary Association (EIN 22-2553196) Plan number 504, 65 State Street, Augusta, ME 04330
The Maine State Employees Association provides administrative services via a contract and in accordance with ERISA regulations to the MSEA Income Protection Plan and Trust. All administrative expenses incurred by MSEA are actual and have been included for purposes of this report. All income received to reimburse MSEA for these administrative expenses as been included as income.
The Maine State Employees Association created the MSEA Income Protection Plan (Plan) in 1984. A voluntary employees' beneficiary trust was established. The Maine State Employees Association, Local 1989 does not select or appoint trustees. They are elected by the participants in the Plan. Participation is the Plan is voluntary, in accordance with the eligibility requirements and all premiums are paid by the participants.
Question 11(a):
Question 11(a): : : : Political Action by Service Employees and Retirees (PASER), 65 State Street, Augusta, ME 04330 files reports with the Maine Ethics Commission.
Question 18: Changes to the By-laws were made at the Annual Meeting in October 2019. A copy of the new by-laws is attached to this submission.
Cash Reconciliation:For a union of our size, converting Accrual Basis to
Cash Basis, we feel that this difference is reasonable.
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Schedule 13, Row2::Percentage Dues Members are actively employed members who pay a set percentage of their gross salary (determined by the contract) as percentage dues
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Schedule 13, Row3:
Schedule 13, Row3::Part-time Members 60% are actively employed members who work more than 16 hours per week and up to 32 hours per week and pay 60% of Full-time dues
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Schedule 13, Row4::Part-time Members 30% are actively employed members who work less than 16 hours per week and pay 30% of Full-time dues
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Schedule 13, Row5:
Schedule 13, Row5::Retiree Members pay dues as specified in the MSEA Constitution and By-laws