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
016-401
2.
PERIOD COVERED
From
01/01/2020
Through
12/31/2020
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.)
JOINT COUNCIL
6. DESIGNATION NBR
53
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
William
Last Name
Hamilton
P.O Box - Building and Room Number
Number and Street
3460 NORTH DELAWARE AVE.
City
PHILADELPHIA
State
PA
ZIP Code + 4
191346311
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:
William Hamilton
PRESIDENT
71. SIGNED:
Howard Wells
TREASURER
Date:
Feb 16, 2021
Telephone
Number:
216-634-4567
Date:
Feb 16, 2021
Telephone
Number:
215-634-4567
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
016-401
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?
$179,000
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?
01/2021
20. How many members did the labor organization
have at the end of the reporting period?
49,158
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
0.61
per
member/month
N/A
N/A
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
N/A
per
N/A
N/A
N/A
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
016-401
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$491,137
$534,517
23. Accounts Receivable
1
$32,820
$31,583
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
$0
27. Fixed Assets
6
$0
$0
28. Other Assets
7
$4,924
$4,924
29.
TOTAL ASSETS
$528,881
$571,024
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$6,476
$6,867
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$0
$0
34. TOTAL
LIABILITIES
$6,476
$6,867
35. NET
ASSETS
$522,405
$564,157
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
016-401
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$378,996
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$5,324
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
$0
48. Other Receipts
14
$140,113
49. TOTAL RECEIPTS
$524,433
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$96,377
51.
Political Activities and Lobbying
16
$1,491
52.
Contributions, Gifts, and Grants
17
$2,781
53. General
Overhead
18
$110,265
54. Union
Administration
19
$138,562
55. Benefits
20
$112,276
56. Per
Capita Tax
$0
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
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$19,301
66. Subtotal
$481,053
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$64,464
67b. Less Total
Disbursed
$64,464
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$481,053
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
016-401
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
$31,583
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$31,583
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
016-401
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:
016-401
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:
016-401
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$0
$0
$0
Less Reinvestments
$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:
016-401
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:
016-401
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
$98,690
$98,690
$0
$0
E.
Other Fixed Assets
$0
$0
$0
$0
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$98,690
$98,690
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
016-401
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$4,924
Security deposit
$4,924
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
016-401
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
$6,867
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$6,867
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
016-401
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:
016-401
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
016-401
(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
Hamilton
,
William
T President C
$19,200
$0
$10,629
$0
$29,829
I
Schedule 15
Representational Activities
45
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
50
%
A
B
C
Grace
,
Daniel
H Vice President C
$13,200
$0
$25
$0
$13,225
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
Wells
,
Howard
Secretary Treasurer C
$19,200
$0
$25
$0
$19,225
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
Connors
,
Patrick
Recording Secretary P
$2,200
$0
$0
$0
$2,200
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
Bonaduce
,
Michael
Trustee C
$13,200
$0
$0
$0
$13,200
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
Rowe
,
Jock
Recording Secretary C
$13,200
$0
$25
$0
$13,225
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
Bryan Jr.
,
Robert
Trustee C
$13,200
$0
$0
$0
$13,200
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
Thompson
,
Edgar
H Trustee N
$11,000
$0
$0
$0
$11,000
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
$104,400
$0
$10,704
$0
$115,104
Less Deductions
$32,378
Net
Disbursements
$82,726
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
016-401
(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
Buschmeier
,
Christopher
Organizer N/A
$79,845
$0
$3,109
$0
$82,954
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
Rao
,
Linda
Bookkeeper N/A
$42,120
$0
$0
$0
$42,120
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$3,525
$0
$0
$0
$3,525
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$125,490
$0
$3,109
$0
$128,599
Less
Deductions
$32,086
Net Disbursements
$96,513
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
016-401
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
49,158
Agency Fee Payers*
0
Total Members/Fee Payers
49,158
*Agency Fee Payers are
not considered members of the labor organization.
Members
49,158
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
016-401
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$138,357
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$1,756
4. Total
Receipts
$140,113
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
$2,781
6. Total
Disbursements
$2,781
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$13,423
4. To Employees
$82,954
5. All Other
Disbursements
$0
6. Total
Disbursements
$96,377
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$44,156
3. To Officers
$0
4. To Employees
$45,645
5. All Other
Disbursements
$20,464
6. Total
Disbursements
$110,265
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$1,491
4. To Employees
$0
5. All Other
Disbursements
$0
6. Total
Disbursements
$1,491
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$26,000
2. Named Payee
Non-itemized Disbursements
$9,600
3. To Officers
$100,190
4. To Employees
$0
5. All Other
Disbursements
$2,772
6. Total
Disbursements
$138,562
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
016-401
Name and Address
(A)
International Brotherhod of Teamsters
25 Louisiana Ave, NW Washington DC 20001
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$138,357
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$138,357
Reimburse for organizer salary, benefits and expen
02/03/2020
$11,799
Reimburse for organizer salary, benefits and expen
03/04/2020
$24,005
Reimburse for organizer salary, benefits and expen
05/18/2020
$23,313
Reimburse for organizer salary, benefits and expen
06/22/2020
$12,238
Reimburse for organizer salary, benefits and expen
06/30/2020
$10,616
Reimburse for organizer salary, benefits and expen
07/30/2020
$10,429
Reimburse for organizer salary, benefits and expen
08/26/2020
$12,238
Reimburse for organizer salary, benefits and expen
10/01/2020
$10,804
Reimburse for organizer salary, benefits and expen
10/19/2020
$10,550
Reimburse for organizer salary, benefits and expen
12/16/2020
$12,365
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
016-401
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 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
016-401
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:
016-401
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:
016-401
Name and Address
(A)
DeLage Landen 41602
Philadelphia PA 19101
Type or Classification
(B)
Office Equipment Lessor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,004
Total of All Transactions with this
Payee/Payer for This Schedule
$6,004
Name and Address
(A)
Nationwide Mutual Insurance
One Nationwide Plaza Columbus OH 43215
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
$6,084
Total of All Transactions with this
Payee/Payer for This Schedule
$6,084
Name and Address
(A)
Philadelphia Regional Port Authority
3460 N. Delaware Avenue Philadelphia PA 19134
Type or Classification
(B)
Office Space Lessor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$32,068
Total of All Transactions with this
Payee/Payer for This Schedule
$32,068
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
016-401
Name and Address
(A)
Markowitz & Richman
121 South Broad Street Philadelphia PA 19107
Type or Classification
(B)
Legal Counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$26,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$26,000
Legal Retainer
01/16/2020
$6,500
Legal Retainer
04/06/2020
$6,500
Legal Retainer
07/06/2020
$6,500
Legal Retainer
10/12/2020
$6,500
Name and Address
(A)
Novak Francella LLC Suite 330 One Presidential Blvd Bala Cynwyd PA 19004
Type or Classification
(B)
Independent Certified Public Accounting Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,600
Total of All Transactions with this
Payee/Payer for This Schedule
$9,600
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
016-401
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$112,276
Pension
Teamsters Pension Fund of Philadelphia
$69,623
Health & Welfare
Teamsters Health & Welfare Fund of Philadelphia
$29,584
Health & Welfare
Teamsters Joint Council No. 53 Health & Welfare
$12,766
Life Insurance
Mutual of Omaha
$303
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
016-401
Question 10: Teamsters Joint Council No. 53 Retiree Health & Welfare Fund is located at 2500 McClellan Avenue, Suite 140, Pennsauken, NJ 08109. EIN 23-2530237.
Plan No. 501. The Plan files form 5500 with the Employee Benefits Security Administration of the Department of Labor. The purpose of the Fund is to provide retiree health benefits.
Question 11(a):
Question 11(a): : : Teamsters Joint Council No. 53 Political Action Committee reports as required to the Federal Election commission (ID Number C00178541) and the Pennsylvania Department of State, Bureau of Elections (Filer ID Number 8400128). The funds of this PAC are kept separate from the Council's treasury, therefore, the assets, liabilities, and financial activity of the PAC are not included in this report.
Question 12: The books and records of Teamsters Joint Council No. 53 were audited by Novak Francella LLC, Certified Public Accountants, for the year ended December 31, 2020.
Schedule 13, Row1:
Schedule 13, Row1:Members of Local Unions which have been chartered by the International Brotherhood of Teamsters and which are affiliated with Joint Council No. 53. The Local Unions pay full per capita for each member of their union. There are 22 Local Unions affiliated with the Council at December 31, 2020. Each Local Union is eligible to send delegates to the Council's annual convention. The delegates are eligible to vote in the election of the Council officers.
Schedule 13, Row1:
Schedule 13, Row1:
General Information:
Schedule 11: In February 2020, Patrick Connors retired as Recording Secretary. Jock Rowe, formerly a Trustee, was appointed as Recording Secretary, and Edgar Thompson was appointed as Trustee in accordance with the Joint Council''s bylaws.