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
042-409
2. PERIOD COVERED
From01/01/2020
Through12/31/2020
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
ENGINEERS, OPERATING, AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
612
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
TODD
 Last Name
MICKELSON
P.O Box - Building and Room Number

Number and Street
1555 FAWCETT AVENUE
City
TACOMA
State
WA		 ZIP Code + 4
98402


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:Kevin A TedrickPRESIDENT71. SIGNED:Larry D AyersTREASURER
Date:Mar 25, 2021Telephone Number:253-569-2334Date:Mar 25, 2021Telephone Number:360-790-4364
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 042-409
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?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?08/2022
20. How many members did the labor organization have at the end of the reporting period?2,466
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesN/AperMonth$20.00$57.25
(b) Working Dues/Fees2%perof WagesN/AN/A
(c) Initiation FeesN/AperOne time$234.50$978.25
(d) Transfer FeesN/AperTransfer$153.25$303.25
(e) Work Permits$27.25perMonthN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 042-409

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,804,293$3,862,875
23. Accounts Receivable1$7,311$12,665
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5$7,924,406$8,557,846
27. Fixed Assets6$583,198$566,389
28. Other Assets7$0
29. TOTAL ASSETS $12,319,208$12,999,775

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$2,452$325
34. TOTAL LIABILITIES $2,452$325
35. NET ASSETS$12,316,756$12,999,450
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 042-409

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,729,894
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $618,511
39. Sale of Supplies $0
40. Interest $3,819
41. Dividends $317,801
42. Rents $7,150
43. Sale of Investments and Fixed Assets3$2,032,958
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$24,326
49. TOTAL RECEIPTS $5,734,459
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,456,299
51. Political Activities and Lobbying16$26,032
52. Contributions, Gifts, and Grants17$21,025
53. General Overhead18$464,668
54. Union Administration19$41,611
55. Benefits20$564,877
56. Per Capita Tax $497,447
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$2,536,404
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $65,387
  
66. Subtotal $5,673,750
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$159,443  
  67b. Less Total Disbursed$161,570  
  67c. Total Withheld But Not Disbursed -$2,127
68. TOTAL DISBURSEMENTS $5,675,877
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 042-409

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$12,665$6,257$6,408 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $12,665$6,257$6,408$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 042-409

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 042-409

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$1,862,075$1,862,075$2,032,958$2,032,958
Investments - Mutual Funds, Stocks, Exchange-Trade$1,862,075$1,862,075$2,032,958$2,032,958
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$2,032,958
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 042-409

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$2,536,404$2,536,404$2,536,404
Investments - mutual funds, stocks, exchange-trade$2,495,515$2,495,515$2,495,515
Building Improvements - roof$13,157$13,157$13,157
Furniture and Equipment - computer, desk$1,626$1,626$1,626
Automobiles$26,106$26,106$26,106
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$2,536,404
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 042-409

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$8,557,846
B. Total Book Value$8,557,846
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • American Capital Income Builder F2
$583,539
  • American Capital World Growth and Income F2
$483,786
  • First Eagle Global I
$452,634
  • Royce Premier Investment
$581,839
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)) $8,557,846
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 042-409

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1555 S Fawcett, Tacoma, WA$14,149 $14,149$1,032,200
Land  2 :      612 S Tower Ave, Centralia, WA$116,162 $116,162$117,600
B. Buildings (give location)    
Building  1 :      1555 S Fawcett, Tacoma, WA$628,004$366,321$261,683$1,000
Building  2 :      612 S Tower Ave, Centralia, WA$156,486$20,679$135,807$95,000
C. Automobiles and Other Vehicles$180,193$152,974$27,219$27,219
D. Office Furniture and Equipment$99,876$88,507$11,369$11,369
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,194,870$628,481$566,389$1,284,388
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 042-409

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 042-409

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: 042-409

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 042-409

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $325
Payroll Withholding$325
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 042-409

(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 		Mickelson ,  Todd   J
Financial Secretary
C		$150,192$4,400$12,628$167,220
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Tedrick ,  Kevin   A
President
C		$105,825$0$12,289$118,114
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		5 %
A
B
C 		McClure ,  Gregory   A
Vice-President
C		$48$384$14$446
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 		Hall ,  Christina   L
Record Secretary/Trustee
C		$101,250$0$8,442$109,692
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Ayers ,  Larry  
Treasurer
C		$0$528$1,711$2,239
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 		Campanoli ,  Gino  
Auditor
C		$0$528$1,996$2,524
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 		Englert ,  Jeffrey   F
Trustee
C		$0$0$2,237$2,237
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 		Campbell ,  Chad  
Exec Board/Business Agent
C		$86,043$0$4,118$90,161
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		4 %
A
B
C 		Conway ,  Rodney  
Executive Board
C		$0$432$89$521
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 		Wisner ,  Jennifer  
Executive Board
N		$0$144$75$219
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 		Wilson ,  Jerry  
Sgt. of Arms
N		$0$0$0$0
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 		Snelson ,  Rusty  
Trustee
N		$0$0$0$0
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 		Taylor ,  Edward   C
President
P		$82,035$0$8,368$90,403
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
Total Officer Disbursements$525,393$6,416$51,967$0$583,776
Less Deductions    $117,034
Net Disbursements    $466,742
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 042-409

(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 		Birdsong ,  Tina   A
Office Administrator
None		$52,098$0$270$52,368
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 		Dunthorn ,  Jacob   E
Organizer/Business Agent
None		$82,425$0$4,840$87,265
I
Schedule 15
Representational Activities 		87 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		7 %
A
B
C 		Gossett ,  Shelley   A
Office Assistant
None		$11,801$0$53$11,854
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 		Johnston ,  Charles  
Dispatcher
None		$12,140$0$266$12,406
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 		Page ,  Tonya   R
Office Manager
None		$56,228$0$454$56,682
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 		Tilton ,  Terry   R
Community Relations
None		$10,640$0$223$10,863
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$3,520$75$3,595
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 %
Total Employee Disbursements$228,852$0$6,181$0$235,033
Less Deductions    $42,409
Net Disbursements    $192,624
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 042-409

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,466 
Agency Fee Payers*
Total Members/Fee Payers2,466 
*Agency Fee Payers are not considered members of the labor organization.
Full Card Member2,096Yes
Organizing Member87Yes
Mine Member49Yes
Various Lesser Card Value Member159Yes
Registered Apprentice75Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 042-409

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$24,326
4. Total Receipts$24,326
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$12,500
2. Named Payee Non-itemized Disbursements$1,000
3. To Officers$0
4. To Employees$873
5. All Other Disbursements$6,652
6. Total Disbursements$21,025
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$744,606
2. Named Payee Non-itemized Disbursements$70,233
3. To Officers$530,294
4. To Employees$88,327
5. All Other Disbursements$22,839
6. Total Disbursements$1,456,299
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$58,059
2. Named Payee Non-itemized Disbursements$189,928
3. To Officers$12,013
4. To Employees$125,871
5. All Other Disbursements$78,797
6. Total Disbursements$464,668
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$7,214
4. To Employees$12,608
5. All Other Disbursements$6,210
6. Total Disbursements$26,032
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$34,256
4. To Employees$7,355
5. All Other Disbursements$0
6. Total Disbursements$41,611
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 042-409

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 042-409

Name and Address
(A)
Big Mountain Enterprises
1001

Enumclaw
WA
98022
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,900
Total of All Transactions with this Payee/Payer for This Schedule$11,900
Name and Address
(A)
Johnson-Cox Company

726 Pacific Avenue
Tacoma
WA
98402
Type or Classification
(B)
Commercial Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,868
Total Non-Itemized Transactions with this Payee/Payer$12,402
Total of All Transactions with this Payee/Payer for This Schedule$26,270
Printing and Postage for Endorsement Letter07/21/2020$5,224
Printing and Postage for Letters11/17/2020$8,644
Name and Address
(A)
Marsh & McLennan Agency LLC
740663

Los Angeles
CA
90074
Type or Classification
(B)
Insurance Broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,854
Total Non-Itemized Transactions with this Payee/Payer$50
Total of All Transactions with this Payee/Payer for This Schedule$5,904
Umbrella Policy Renewal02/11/2020$5,854
Name and Address
(A)
Miles Resources

400 Valley Ave NE
Puyallup
WA
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,320
Total Non-Itemized Transactions with this Payee/Payer$1,520
Total of All Transactions with this Payee/Payer for This Schedule$22,840
Market Recovery Payment08/04/2020$8,325
Market Recovery Payment11/03/2020$6,485
Market Recovery Payment12/29/2020$6,510
Name and Address
(A)
Olson Bros. Excavating, Inc.

6622 - 112th ST E
Puyallup
WA
98373
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,721
Total Non-Itemized Transactions with this Payee/Payer$2,214
Total of All Transactions with this Payee/Payer for This Schedule$37,935
Market Recovery Payment08/04/2020$6,619
Market Recovery Payment09/01/2020$7,421
Market Recovery Payment10/06/2020$7,425
Market Recovery Payment11/03/2020$5,346
Market Recovery Payment12/29/2020$8,910
Name and Address
(A)
Sound Earthworks

16507 110th Ave E
Puyallup
WA
98374
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,876
Total Non-Itemized Transactions with this Payee/Payer$16,530
Total of All Transactions with this Payee/Payer for This Schedule$53,406
Market Recovery Payment06/30/2020$14,010
Market Recovery Payment08/04/2020$6,834
Market Recovery Payment09/01/2020$10,476
Market Recovery Payment12/01/2020$5,556
Name and Address
(A)
Sterling Breen Crushing Inc.

887 State Route 507
Chehalis
WA
98531
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,880
Total Non-Itemized Transactions with this Payee/Payer$8,856
Total of All Transactions with this Payee/Payer for This Schedule$14,736
Market Recovery Payment09/01/2020$5,880
Name and Address
(A)
The Frank Doolittle Company

11811 NE 1st St, Ste A-209
Bellevue
WA
98005
Type or Classification
(B)
Promotional Supply Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,928
Total Non-Itemized Transactions with this Payee/Payer$10,118
Total of All Transactions with this Payee/Payer for This Schedule$42,046
Promotional Items for Members - Hoodies02/25/2020$15,695
Promotional Items for Members - T-Shirts06/09/2020$6,931
Promotional Items for Members - T-Shirts08/04/2020$9,302
Name and Address
(A)
Tucci & Sons

4224 Waller Rd E
Tacoma
WA
98443
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$582,039
Total Non-Itemized Transactions with this Payee/Payer$3,093
Total of All Transactions with this Payee/Payer for This Schedule$585,132
Market Recovery Payment01/28/2020$48,353
Market Recovery Payment01/28/2020$12,960
Market Recovery Payment01/28/2020$37,200
Market Recovery Payment01/28/2020$60,000
Market Recovery Payment02/25/2020$51,348
Market Recovery Payment05/26/2020$6,252
Market Recovery Payment12/01/2020$31,992
Market Recovery Payment12/01/2020$79,255
Market Recovery Payment12/01/2020$9,015
Market Recovery Payment12/01/2020$18,540
Market Recovery Payment12/29/2020$132,583
Market Recovery Payment12/29/2020$25,998
Market Recovery Payment12/29/2020$68,543
Name and Address
(A)
WHH Nisqually Federal Services

12820 Yelm Hwy SE Suite H
Olympia
WA
98513-9105
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,120
Total Non-Itemized Transactions with this Payee/Payer$3,550
Total of All Transactions with this Payee/Payer for This Schedule$14,670
Market Recovery Payment06/30/2020$11,120
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 042-409

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 042-409

Name and Address
(A)
IUOE National Charity Fund

1125 17th St NW
Washington
DC
20036
Type or Classification
(B)
International Labor Organization- Charity Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Donation to Charity Fund10/20/2020$7,500
Name and Address
(A)
NUCA of Washington

5727 Baker Way NW Suite 200
Gig Harbor
WA
98332
Type or Classification
(B)
Utility Contractors Association
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$1,000
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Donation to Dozer Day01/28/2020$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 042-409

Name and Address
(A)
Barnard, Iglitzin & Lavitt LLP

18 West Mercer St Suite 400
Seattle
WA
98119
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,764
Total of All Transactions with this Payee/Payer for This Schedule$7,764
Name and Address
(A)
Chuckals Inc.
1236

Tacoma
WA
98401
Type or Classification
(B)
Office Supplies Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,346
Total of All Transactions with this Payee/Payer for This Schedule$5,346
Name and Address
(A)
City of Tacoma
11010

Tacoma
WA
98411-1010
Type or Classification
(B)
City Utilities Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,821
Total of All Transactions with this Payee/Payer for This Schedule$7,821
Name and Address
(A)
Comcast
34744

Seattle
WA
98124-1744
Type or Classification
(B)
Telecommunications Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,813
Total of All Transactions with this Payee/Payer for This Schedule$5,813
Name and Address
(A)
Huebner, Dooley & McGinness, PS

1424 NE 155th Street, #100
Shoreline
WA
98155
Type or Classification
(B)
Certified Public Accountants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,315
Total Non-Itemized Transactions with this Payee/Payer$6,490
Total of All Transactions with this Payee/Payer for This Schedule$19,805
Audit Progress Billing02/11/2020$6,330
Audit Progress Billing03/10/2020$6,985
Name and Address
(A)
Johnson-Cox Company

726 Pacific Avenue
Tacoma
WA
98402
Type or Classification
(B)
Commercial Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,538
Total Non-Itemized Transactions with this Payee/Payer$27,550
Total of All Transactions with this Payee/Payer for This Schedule$46,088
Printing of 2021 Calendars, Postage12/15/2020$8,673
Printing of Holiday Cards, Survey, Postage12/22/2020$9,865
Name and Address
(A)
Liberty Mutual Insurance
91013

Chicago
IL
60680-1171
Type or Classification
(B)
Insurance Broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,481
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,481
Commercial Insurance Renewal01/28/2020$9,121
Commercial Auto Insurance Renewal05/04/2020$9,360
Name and Address
(A)
LinkedUnion

839 E Winding Creek Dr #202
Eagle
ID
83616
Type or Classification
(B)
Software Development Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,498
Total of All Transactions with this Payee/Payer for This Schedule$8,498
Name and Address
(A)
Marsh & McLennan Agency LLC
740663

Los Angeles
CA
90074
Type or Classification
(B)
Insurance Broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,725
Total Non-Itemized Transactions with this Payee/Payer$1,887
Total of All Transactions with this Payee/Payer for This Schedule$9,612
Union Liability Policy Renewal05/19/2020$7,725
Name and Address
(A)
Merchant E-Solutions

3475 Lenox Rd NE
Atlanta
GA
30326
Type or Classification
(B)
Merchant Bank Card Service Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,519
Total of All Transactions with this Payee/Payer for This Schedule$17,519
Name and Address
(A)
Morgan Stanley

601 Union Street, Ste 5200
Seattle
WA
98101
Type or Classification
(B)
Investment Advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$36,972
Total of All Transactions with this Payee/Payer for This Schedule$36,972
Name and Address
(A)
Pitney Bowes Global Financial Services
371887

Pittsburgh
PA
15250-7887
Type or Classification
(B)
Postage Meter Lease Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,798
Total of All Transactions with this Payee/Payer for This Schedule$5,798
Name and Address
(A)
Pitney Bowes Purchase Power
371874

Pittsburgh
PA
15250-7874
Type or Classification
(B)
Postage Meter Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,215
Total of All Transactions with this Payee/Payer for This Schedule$12,215
Name and Address
(A)
South Sound Janitorial
65981

Tacoma
WA
98464-0050
Type or Classification
(B)
Janitorial Services Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,260
Total of All Transactions with this Payee/Payer for This Schedule$9,260
Name and Address
(A)
Tech Masters Computer Services

2601 70th Ave W Suite G/H
University Place
WA
98466
Type or Classification
(B)
Computer Technical Support Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,108
Total of All Transactions with this Payee/Payer for This Schedule$8,108
Name and Address
(A)
Wells Fargo Advisors

707 SW Washington, #810
Portland
OR
97205
Type or Classification
(B)
Investment Advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,887
Total of All Transactions with this Payee/Payer for This Schedule$28,887
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 042-409

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS FILE NUMBER: 042-409

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$564,877
Health and WelfareOperating Engineers Welfare & Pension$122,630
PensionWestern States Office & Professional Employees$24,259
PensionGeneral Pension Plan$113,024
PensionOperating Engineers Welfare & Pension$183,909
Death Benefit PlanMetropolitan Life Insurance Company$121,055
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 042-409


Question 12: The financial statements for the current year were audited by: Huebner, Dooley & McGinness, P.S. Certified Public Accountants 1424 NE 155th Street, Suite 100 Shoreline, WA 98155 (206) 522-8000 www.hdm-cpa.com

Question 15: The Local Union gives away prizes and gift cards to union members, stewards, board members, and staff for several different reasons and occasions, which gets documented in the meeting minutes.

Question 10: The Local Union participates in the administration of the following trusts: Locals 302 and 612 IUOE Construction Industry Health and Security Fund Plan Number 501, EIN #91-6208570 PO Box 34203 Seattle, WA 98124 Locals 302 and 612 IUOE Contribution Fund Plan Number 002, EIN #91-6387291 PO Box 34203 Seattle, WA 98124 Locals 302 and 612 IUOE Retirement Fund Plan Number 001, EIN #91-6028571 PO Box 34203 Seattle, WA 98124 Locals 302 and 612 Employers Excess Benefit Plan EIN #91-2157906 PO Box 34203 Seattle, WA 98124

Schedule 13, Row1:

Schedule 13, Row1:Full card dues paying voting members.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:Organizing voting members.

Schedule 13, Row3:

Schedule 13, Row3:Members in the mining industry, dues paying voting.

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row4:

Schedule 13, Row4:Other voting members.

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row5:

Schedule 13, Row5:Registered apprentice voting members.

Schedule 13, Row5:

Schedule 13, Row5:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)