016-412 (LM2) 12/31/2020

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
016-412

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 PLUMBERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 597
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name CHRISTOPHER	Last Name HERNANDEZ
P.O Box - Building and Room Number
Number and Street 45 N. OGDEN AVE.
City CHICAGO
State IL	ZIP Code + 4 606071813

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:

Michael P Maloney

PRESIDENT

71. SIGNED:

Christopher Hernandez

FINL SECY TREASURER

Date:

Mar 26, 2021

Telephone Number:

312-829-4191

Date:

Mar 26, 2021

Telephone Number:

312-829-4191

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 016-412

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?	Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$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?	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?	Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	Yes
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?	06/2022

20. How many members did the labor organization have at the end of the reporting period?

10,436

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	N/A	per	QUARTER	$111.00	$246.00
(b) Working Dues/Fees	2%	per	WORKING WAGE	N/A	N/A
(c) Initiation Fees	N/A	per	N/A	$300.00	$1250.00
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	2%	per	WORKING WAGE	N/A	N/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 016-412

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$4,649,418	$4,864,701
23. Accounts Receivable	1	$225,910	$368,077
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$17,455,871	$26,531,675
27. Fixed Assets	6	$26,948,613	$26,026,245
28. Other Assets	7	$28,052	$45,052
29. TOTAL ASSETS		$49,307,864	$57,835,750

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$106,231	$6,789
31. Loans Payable	9	$11,202,486	$18,888,894
32. Mortgages Payable		$9,282,424	$8,761,092
33. Other Liabilities	10	$585,654	$661,928
34. TOTAL LIABILITIES		$21,176,795	$28,318,703

35. NET ASSETS

$28,131,069

$29,517,047

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 016-412

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$16,305,843
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$485,989
39. Sale of Supplies		$9,560
40. Interest		$9,691
41. Dividends		$162,985
42. Rents		$338,599
43. Sale of Investments and Fixed Assets	3	$5,353,751
44. Loans Obtained	9	$12,947,374
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	$1,546,784
49. TOTAL RECEIPTS		$37,160,576

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$2,872,393
51. Political Activities and Lobbying		16	$801,504
52. Contributions, Gifts, and Grants		17	$52,431
53. General Overhead		18	$3,229,995
54. Union Administration		19	$1,558,339
55. Benefits		20	$2,653,947
56. Per Capita Tax			$6,360,497
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$34,009
60. Purchase of Investments and Fixed Assets		4	$13,614,233
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$5,260,966
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$505,196

66. Subtotal			$36,943,510
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$1,456,931
67b. Less Total Disbursed	$1,458,714
67c. Total Withheld But Not Disbursed			-$1,783
68. TOTAL DISBURSEMENTS			$36,945,293

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 016-412

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	$65,620	$0	$65,620	$0
Totals from all other accounts receivable	$302,457	$86,412	$113,060	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$368,077	$86,412	$178,680	$0
DELTA HEATING-AIR CONDITIONING	$5,573	$0	$5,573	$0
DRW SERVICES, INC.	$6,118	$0	$6,118	$0
RICHARD BARNEY	$6,230	$0	$6,230	$0
J & B MECHANICAL, INC.	$10,092	$0	$10,092	$0
KIRWAN MECHANICAL SERVICES, INC.	$7,060	$0	$7,060	$0
KRAMER MECHANICAL LLC	$9,771	$0	$9,771	$0
NUCO MECHANICAL INC.	$10,212	$0	$10,212	$0
3D INDUSTRIES INC.	$10,564	$0	$10,564	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 016-412

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

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: NONE
Purpose: NONE
Security: NONE
Terms of Repayment: NONE

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 016-412

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	$4,300,636	$4,257,971	$5,353,751	$5,353,751
AUTOMOBILE (1)	$54,665	$12,000	$32,500	$32,500
INVESTMENT IN REAL ESTATE - 14 N BISHOP ST CHGO IL	$4,245,971	$4,245,971	$5,321,251	$5,321,251

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$5,353,751

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 016-412

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$13,811,083	$13,811,083	$13,614,233
INVESTMENTS - MUTUAL FUNDS	$162,984	$162,984	$162,984
INVESTMENT IN REAL ESTATE - 14 N BISHOP ST CHGO IL	$13,158,791	$13,158,791	$13,033,941
LAND - 45 N. OGDEN AVENUE, CHICAGO, IL	$56,448	$56,448	$56,448
BUILDING - 45 N. OGDEN AVENUE, CHICAGO, IL	$76,787	$76,787	$76,787
BUILDING - 10100 GEORGIA STREET, CROWN POINT, IN	$23,101	$23,101	$23,101
AUTOMOBILES (7)	$315,967	$315,967	$243,967
OFFICE FURNITURE AND EQUIPMENT	$17,005	$17,005	$17,005

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$13,614,233

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 016-412

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$6,508,758
B. Total Book Value	$6,508,758
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

VANGUARD SHORT-TERM BOND INDEX ADM	$552,027
VANGUARD SHORT-TERM INVESTMENT GRADE ADM	$2,542,861
VANGUARD TOTAL BOND MARKET INDEX ADM	$2,587,565
VANGUARD TOTAL STOCK MARKET INDEX ADM	$826,305

Other Investments
D. Total Cost	$20,022,917
E. Total Book Value	$20,022,917
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.

INVESTMENT IN REAL ESTATE - 14 N BISHOP ST CHGO IL

$20,022,917

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

$26,531,675

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 016-412

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 45 N. OGDEN AVENUE, CHICAGO, IL	$239,195		$239,195	$2,518,450
Land 2 : 41 N. OGDEN AVENUE, CHICAGO, IL	$12,900		$12,900	$12,900
Land 3 : 1295 BUTTERFIELD ROAD, AURORA, IL	$919,416		$919,416	$919,416
Land 4 : 10100 GEORGIA STREET, CROWN POINT, IN	$376,371		$376,371	$376,371

B. Buildings (give location)
Building 1 : 45 N. OGDEN AVENUE, CHICAGO, IL	$10,232,348	$2,670,249	$7,562,099	$10,736,550
Building 2 : 41 N. OGDEN AVENUE, CHICAGO, IL	$51,599	$51,599	$0	$0
Building 3 : 1295 BUTTERFIELD ROAD, AURORA, IL	$6,381,067	$1,928,816	$4,452,251	$4,452,251
Building 4 : 10100 GEORGIA STREET, CROWN POINT, IN	$12,363,999	$775,270	$11,588,729	$11,588,729

C. Automobiles and Other Vehicles

$826,375

$322,175

$504,200

D. Office Furniture and Equipment

$649,856

$452,384

$197,472

E. Other Fixed Assets

$347,224

$173,612

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$32,400,350

$6,374,105

$26,026,245

$31,479,951

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 016-412

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$45,052
RENTAL SECURITY DEPOSITS	$2,052
INVENTORY OF PROMO ITEMS FOR MEMBERS (ESTIMATED)	$43,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 016-412

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	$6,789	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$6,789	$0	$0	$0
NONE ITEMIZED	$0	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 016-412

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	$11,202,486	$12,947,374	$5,260,966	$0	$18,888,894
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
AMALGAMATED BANK CONSTRUCTION LOAN	$3,250,593	$11,403,028	$4,760,966	$0	$9,892,655
FIRST MERCHANTS BANK CONSTRUCTION LOAN	$7,951,893	$1,044,346	$0	$0	$8,996,239
AMALGAMATED BANK CONSTRUCTION LOAN	$0	$500,000	$500,000	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 016-412

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$661,928
PAYROLL WITHHOLDINGS NOT REMITTED AT Y/E	$4,433
DEFERRED REVENUE - DEPOSITS	$657,495

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 016-412

(A)
Name

(B)
Title

(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

MORRISSEY , KEVIN
BUSINESS MANAGER
C

$285,877

$2,400

$11,069

$299,346

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

11 %

A
B
C

MALONEY , MICHAEL P
PRESIDENT/EXECUTIVE BOARD
C

$21,955

$600

$974

$23,529

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

KIMES , MONTE
VICE PRESIDENT/EXEC BOARD
C

$21,955

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

60 %

A
B
C

HERNANDEZ , CHRISTOPHER
FINANCIAL SEC-TREASURER
C

$208,609

$2,400

$13,036

$224,045

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

71 %

A
B
C

KOTEL , THOMAS J
RECORDING SECRETARY
C

$203,202

$8,871

$212,073

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

SCHWARTZ , DREW
INSIDE GUARD
C

$3,190

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

BARDUSK , JOSEPH
EXECUTIVE BOARD
C

$13,826

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

O'BRIEN , WILLIAM
EXECUTIVE BOARD
C

$13,826

Schedule 15
Representational Activities

40 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

30 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

KING , KEVIN
EXECUTIVE BOARD
C

$13,826

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

MURRAY , TIMOTHY R
EXECUTIVE BOARD
C

$13,826

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

30 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

40 %

A
B
C

KUSZYNSKI , DAVID J
FINANCIAL COMMITTEE
C

$14,998

$975

$15,973

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

WEAVER JR. , LARRY
FINANCIAL COMMITTEE
C

$14,998

$975

$15,973

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

PARLOR , JAMES
FINANCIAL COMMITTEE
C

$14,998

$975

$15,973

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

CRONKRITE , MARC
EXAMINING BOARD
C

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

LOFFREDO , JEFF
EXAMINING BOARD
C

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

MANGOLD , KENNETH
EXAMINING BOARD
C

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

BEST JR. , WILL
EXAMINING BOARD
C

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

ANTCZAK , MARK
EXAMINING BOARD
C

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

ELKINS , THOMAS
BUSINESS AGENT
C

$186,356

$7,854

$194,210

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

GALLAGHER JR. , TIMOTHY
BUSINESS AGENT
C

$186,356

$9,489

$195,845

Schedule 15
Representational Activities

60 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

35 %

A
B
C

GILLOOLEY , TIMOTHY
BUSINESS AGENT
C

$186,356

$7,689

$194,045

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

8 %

Schedule 17
Contributions

4 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

4 %

A
B
C

GREGORY , DONALD
BUSINESS AGENT
C

$186,356

$1,800

$8,690

$196,846

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

7 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

4 %

A
B
C

HAHNEY JR. , DENNIS
BUSINESS AGENT
C

$186,356

$3,000

$10,684

$200,040

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

HARTNETT , TIMOTHY
BUSINESS AGENT
C

$186,356

$6,963

$193,319

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

HENNESSY , WILLIAM P
BUSINESS AGENT
C

$186,356

$8,448

$194,804

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

HOGAN , DANIEL
BUSINESS AGENT
C

$186,355

$8,785

$195,140

Schedule 15
Representational Activities

92 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

2 %

A
B
C

JOHNSON , LEO M
BUSINESS AGENT
C

$186,356

$4,200

$13,382

$203,938

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

MAILEY JR. , HARRISON
BUSINESS AGENT
C

$186,356

$8,017

$194,373

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

PASSERELLA JR. , ROBERT
BUSINESS AGENT
C

$186,356

$3,300

$12,562

$202,218

Schedule 15
Representational Activities

94 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

2 %

A
B
C

RUESKEN , KENNETH
BUSINESS AGENT
C

$186,356

$600

$9,490

$196,446

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

5 %

A
B
C

SWAN , ADAM L
BUSINESS AGENT
C

$186,356

$6,566

$192,922

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

5 %

A
B
C

VELLENGA JR. , JOSEPH
BUSINESS AGENT
C

$186,356

$6,306

$192,662

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

Total Officer Disbursements	$3,454,069	$21,225	$158,875	$0	$3,634,169
Less Deductions					$1,278,647
Net Disbursements					$2,355,522

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 016-412

(A)
Name

(B)
Title

(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

ROTH , BRIDGET M
EXECUTIVE ASSISTANT
NONE

$92,034

$23

$92,057

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

KORDECK , DAVE
FACILITIES MANAGER
NONE

$176,263

$11,755

$188,018

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 %

A
B
C

SHEEHAN , KIMBERLEE
OFFICE MANAGER
NONE

$78,940

$23

$78,963

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

MIKOS , TERESA M
OFFICE ASSISTANT
NONE

$57,046

$1,200

$58,246

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

RANGEL , DANIELLE M
OFFICE ASSISTANT
NONE

$39,163

$14

$39,177

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

SILVA , JASMINE
OFFICE ASSISTANT
NONE

$20,667

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 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

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 Employee Disbursements	$464,113	$0	$13,015	$0	$477,128
Less Deductions					$178,284
Net Disbursements					$298,844

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 016-412

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	10,436
Agency Fee Payers*	0
Total Members/Fee Payers	10,436
*Agency Fee Payers are not considered members of the labor organization.
APPRENTICE	943	Yes
JOURNEYMAN	5,142	Yes
SHOP PERMIT	18	No
BUILDING TRADES JOURNEYMAN PERMIT	54	No
METAL TRADES JOURNEYMAN PERMIT	23	No
METAL TRADES SHOP	57	Yes
WAREHOUSEMAN	133	Yes
METAL TRADES SERVICE	309	Yes
THERMAL CARE PERMIT	20	No
LIFE MEMBERS	1,344	Yes
RETIREES	2,393	Yes

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 016-412

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$1,523,667
2. Named Payer Non-itemized Receipts	$6,399
3. All Other Receipts	$16,718
4. Total Receipts	$1,546,784

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$7,599
3. To Officers	$36,682
4. To Employees	$0
5. All Other Disbursements	$8,150
6. Total Disbursements	$52,431

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$58,365
2. Named Payee Non-itemized Disbursements	$28,084
3. To Officers	$2,785,944
4. To Employees	$0
5. All Other Disbursements	$0
6. Total Disbursements	$2,872,393

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$2,203,821
2. Named Payee Non-itemized Disbursements	$613,267
3. To Officers	$115,333
4. To Employees	$188,018
5. All Other Disbursements	$109,556
6. Total Disbursements	$3,229,995

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$618,743
2. Named Payee Non-itemized Disbursements	$36,276
3. To Officers	$146,485
4. To Employees	$0
5. All Other Disbursements	$0
6. Total Disbursements	$801,504

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$375,151
2. Named Payee Non-itemized Disbursements	$245,763
3. To Officers	$549,728
4. To Employees	$289,110
5. All Other Disbursements	$98,587
6. Total Disbursements	$1,558,339

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 016-412

Name and Address
(A)

ALYSSA MOGUL

1330 W. MONROE STREET
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$69,725
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$69,725
COST OF BUYER UPGRADES	05/29/2020	$69,725

Name and Address
(A)

CARRIE LONZE

456 N. CARPENTER ST. APT #2
CHICAGO
IL
60642

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
DEPOSIT ON THE PURCHASE OF CONDO	03/11/2020	$10,000

Name and Address
(A)

COMMONWEALTH EDISON
6111

CAROL STREAM
IL
60197

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
WRITE OFF OF OLD OUTSTANDING CHECK - 02/06/2019	11/30/2020	$10,000

Name and Address
(A)

GRAZYNA NOGA & LUIGI GUADAGNO

6517 W. BITTERSWEET PLACE
CHICAGO
IL
60634

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$56,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$56,000
DEPOSIT ON THE PURCHASE OF CONDO	01/09/2020	$25,000
DEPOSIT ON THE PURCHASE OF CONDO	01/10/2020	$25,000
COST OF BUYER UPGRADES	01/22/2020	$6,000

Name and Address
(A)

GREMLEY & BIEDERMANN

4505 N. ELSTON AVENUE
CHICAGO
IL
60630

Type or Classification
(B)

LAND SURVEYOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$18,500
REFUND OF OVERPAYMENT (DOUBLE PAYMENT)	11/11/2020	$18,500

Name and Address
(A)

HIREN PATEL

1333 S. WABASH AVE. #1507
CHICAGO
IL
60605

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
DEPOSIT ON THE PURCHASE OF CONDO	01/29/2020	$10,000

Name and Address
(A)

HOLLY MALINOWSKI

708 W. ALDINE AVE. UNIT 302
CHICAGO
IL
60657

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$39,250
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$39,250
DEPOSIT ON THE PURCHASE OF CONDO	12/08/2020	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	12/28/2020	$34,250

Name and Address
(A)

INTERNATIONAL SPEEDWAY CORPORATION

ONE DAYTONA BLVD.
DAYTONA BEACH
FL
32114

Type or Classification
(B)

OWNERSHIP AND MANAGEMENT OF MOTORSPORTS RACE TRACK

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$65,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$65,000
CHECK RECEIVED IN ERROR ON BEHALF OF LABOR MGMT.	12/11/2020	$65,000

Name and Address
(A)

JEFFREY BERGAU

1035 W. VAN BUREN STREET
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$200,590
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$200,590
DEPOSIT ON THE PURCHASE OF CONDO	03/03/2020	$10,000
DEPOSIT ON THE PURCHASE OF CONDO	03/31/2020	$121,500
COST OF BUYER UPGRADES	07/13/2020	$50,000
COST OF BUYER UPGRADES	07/15/2020	$19,090

Name and Address
(A)

JONATHAN MATTHEWS & HANNAH PURSLEY

6 N. BISHOP STREET UNIT 503
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$122,000
Total Non-Itemized Transactions with this Payee/Payer		$1,081
Total of All Transactions with this Payee/Payer for This Schedule		$123,081
DEPOSIT ON THE PURCHASE OF CONDO	06/30/2020	$10,000
DEPOSIT ON THE PURCHASE OF CONDO	08/12/2020	$112,000

Name and Address
(A)

LAWRENCE DINASO

2012 W. SAINT PAUL AVE
CHICAGO
IL
60647

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$186,805
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$186,805
DEPOSIT ON THE PURCHASE OF CONDO	03/03/2020	$10,000
COST OF BUYER UPGRADES	04/08/2020	$59,305
DEPOSIT ON THE PURCHASE OF CONDO	06/30/2020	$117,500

Name and Address
(A)

MARIA PAPPAS - COOK COUNTY TREASURER

118 N. CLARK ST,. ROOM 212
CHICAGO
IL
60602

Type or Classification
(B)

GOVERNMENT AGENCY - COUNTY TREASURER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,047
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$13,047
REIMBURSEMENT FOR 2016 VALUATION OBJECTION	02/14/2020	$13,047

Name and Address
(A)

MECHANICAL CONTRACTORS ASSOCIATION

7065 VETERANS BLVD.
BURR RIDGE
IL
60527

Type or Classification
(B)

EMPLOYER ASSOCIATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,580
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,580
REFUND FOR CANCELLED CONFERENCE	05/12/2020	$10,580

Name and Address
(A)

MICHELE NARSINGHANI & SUSHIL PATEL

1508 W. HURON STREET
CHICAGO
IL
60642

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
DEPOSIT ON THE PURCHASE OF CONDO	12/08/2020	$5,000

Name and Address
(A)

NITIN SEEMAKURTY & VENKATA CANAKAPALLI

737 W. WASHINGTON BLVD.
CHICAGO
IL
60661

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
DEPOSIT ON THE PURCHASE OF CONDO	12/22/2020	$5,000

Name and Address
(A)

PIPE FITTERS' TRAINING FUND, LOCAL 597

10850 W. 187TH STREET
MOKENA
IL
60448

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$270,623
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$270,623
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	01/20/2020	$14,616
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	03/03/2020	$22,690
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	03/31/2020	$7,434
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	05/11/2020	$31,053
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	07/07/2020	$44,002
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	08/17/2020	$21,126
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	09/09/2020	$22,206
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	10/26/2020	$17,015
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	11/11/2020	$21,147
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	11/30/2020	$69,334

Name and Address
(A)

PIPE FITTERS' WELFARE FUND, LOCAL 597

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

TAFT-HARTLEY FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,068
Total Non-Itemized Transactions with this Payee/Payer		$2,832
Total of All Transactions with this Payee/Payer for This Schedule		$10,900
REIMBURSEMENT FOR SHARED EXPENSES	01/20/2020	$8,068

Name and Address
(A)

RTW FOX VALLEY, LLC

2500 N. ROUTE 25
NORTH AURORA
IL
60542

Type or Classification
(B)

BANQUET FACILITY MANAGER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,068
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$33,068
BANQUET RECEIPTS AND REIMBURSED EXPENSES	01/28/2020	$13,623
BANQUET RECEIPTS AND REIMBURSED EXPENSES	02/24/2020	$11,156
BANQUET RECEIPTS AND REIMBURSED EXPENSES	11/06/2020	$8,289

Name and Address
(A)

SAGAR SHAH & NEHAL PATEL

8029 W. GRAND RIVER ROAD
BRIGHTON
MI
48114

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$96,750
Total Non-Itemized Transactions with this Payee/Payer		$2,047
Total of All Transactions with this Payee/Payer for This Schedule		$98,797
DEPOSIT ON THE PURCHASE OF CONDO	04/07/2020	$10,000
DEPOSIT ON THE PURCHASE OF CONDO	05/06/2020	$86,750

Name and Address
(A)

STACEY HANKE

333 W. HUBBARD AVENUE
CHICAGO
IL
60654

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$76,368
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$76,368
COST OF BUYER UPGRADES	03/11/2020	$76,368

Name and Address
(A)

SUSANA A. MENDOZA - COMPTROLLER

325 WEST ADAMS
SPRINGFIELD
IL
62704

Type or Classification
(B)

STATE COMPTROLLER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,669
Total Non-Itemized Transactions with this Payee/Payer		$30
Total of All Transactions with this Payee/Payer for This Schedule		$10,699
ILLINOIS STATE WITHHOLDING TAX REFUND	08/31/2020	$10,669

Name and Address
(A)

THE CINCINNATI INSURANCE COMPANIES
145496

CINCINNATI
OH
45250

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,506
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,506
REFUND OF PREMIUM	06/17/2020	$8,506

Name and Address
(A)

THE HARTFORD
660916

DALLAS
TX
75266

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$34,034
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$34,034
INSURANCE PROCEEDS - CLAIM FOR VEHICLE ACCIDENT	10/26/2020	$34,034

Name and Address
(A)

UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES

THREE PARK PLACE
ANNAPOLIS
MD
21401

Type or Classification
(B)

INTERNATIONAL LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
ORGANIZING GRANT	10/14/2020	$20,000

Name and Address
(A)

UNITED STATES TREASURY

INTERNAL REVENUE SERVICE
OGDEN
UT
84201

Type or Classification
(B)

GOVERNMENT AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,108
Total Non-Itemized Transactions with this Payee/Payer		$409
Total of All Transactions with this Payee/Payer for This Schedule		$9,517
REFUND FOR FORM 941 OVERPAYMENT	03/12/2020	$9,108

Name and Address
(A)

YOMTOB SHREM ACHAR

6 N. BISHOP STREET UNIT 504
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$134,976
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$134,976
DEPOSIT ON THE PURCHASE OF CONDO	11/06/2020	$9,988
DEPOSIT ON THE PURCHASE OF CONDO	12/07/2020	$124,988

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 016-412

Name and Address
(A)

ASHER, GITTLER & D'ALBA, LTD.

200 W. JACKSON BLVD STE 720
CHICAGO
IL
60606

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		$14,461
Total of All Transactions with this Payee/Payer for This Schedule		$14,461

Name and Address
(A)

HINSHAW & CULBERTSON

151 N. FRANKLIN ST STE 2500
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$58,365
Total Non-Itemized Transactions with this Payee/Payer		$6,384
Total of All Transactions with this Payee/Payer for This Schedule		$64,749
PROFESSIONAL SERVICES REGARDING EEOC ALLEGATIONS	01/30/2020	$10,239
PROFESSIONAL SERVICES REGARDING EEOC ALLEGATIONS	02/27/2020	$9,962
PROFESSIONAL SERVICES REGARDING EEOC ALLEGATIONS	10/29/2020	$30,839
PROFESSIONAL SERVICES REGARDING EEOC ALLEGATIONS	12/21/2020	$7,325

Name and Address
(A)

JOHNSON & KROL, LLC

311 S. WACKER DR. #1050
CHICAGO
IL
60606

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		$7,239
Total of All Transactions with this Payee/Payer for This Schedule		$7,239

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 016-412

Name and Address
(A)

LOCAL UNION 597 P.A.C. FUND

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

PAC FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$618,743
Total Non-Itemized Transactions with this Payee/Payer		$36,276
Total of All Transactions with this Payee/Payer for This Schedule		$655,019
TRANSFER TO PAC FUND	01/17/2020	$34,202
TRANSFER TO PAC FUND	01/24/2020	$19,978
TRANSFER TO PAC FUND	02/14/2020	$9,307
TRANSFER TO PAC FUND	02/20/2020	$40,238
TRANSFER TO PAC FUND	03/13/2020	$9,470
TRANSFER TO PAC FUND	03/17/2020	$40,371
TRANSFER TO PAC FUND	04/21/2020	$49,349
TRANSFER TO PAC FUND	05/13/2020	$13,139
TRANSFER TO PAC FUND	05/18/2020	$18,343
TRANSFER TO PAC FUND	05/28/2020	$13,162
TRANSFER TO PAC FUND	06/12/2020	$7,592
TRANSFER TO PAC FUND	06/17/2020	$30,197
TRANSFER TO PAC FUND	06/29/2020	$10,935
TRANSFER TO PAC FUND	07/17/2020	$22,761
TRANSFER TO PAC FUND	07/20/2020	$28,027
TRANSFER TO PAC FUND	08/14/2020	$15,322
TRANSFER TO PAC FUND	08/19/2020	$40,577
TRANSFER TO PAC FUND	09/15/2020	$8,813
TRANSFER TO PAC FUND	09/16/2020	$28,401
TRANSFER TO PAC FUND	09/24/2020	$16,057
TRANSFER TO PAC FUND	10/13/2020	$13,735
TRANSFER TO PAC FUND	10/20/2020	$38,151
TRANSFER TO PAC FUND	11/10/2020	$14,357
TRANSFER TO PAC FUND	11/17/2020	$42,264
TRANSFER TO PAC FUND	12/10/2020	$10,506
TRANSFER TO PAC FUND	12/18/2020	$43,489

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 016-412

Name and Address
(A)

BUD'S FLOWERS

4011 W. 63RD STREET
CHICAGO
IL
60629

Type or Classification
(B)

FLORIST

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,599
Total of All Transactions with this Payee/Payer for This Schedule		$7,599

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 016-412

Name and Address
(A)

@PROPERTIES

806 N. PEORIA STREET
CHICAGO
IL
60642

Type or Classification
(B)

REAL ESTATE BROKERAGE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$156,487
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$156,487
COMMISSION ON SALES OF CONDOS	10/16/2020	$49,312
COMMISSION ON SALE OF CONDO	10/19/2020	$32,600
COMMISSION ON SALE OF CONDO	10/21/2020	$18,500
COMMISSION ON SALE OF CONDO	11/20/2020	$19,475
COMMISSION ON SALE OF CONDO	12/29/2020	$36,600

Name and Address
(A)

ABM JANITORIAL SERVICES
74008829

CHICAGO
IL
60674

Type or Classification
(B)

JANITORIAL COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$71,206
Total Non-Itemized Transactions with this Payee/Payer		$7,236
Total of All Transactions with this Payee/Payer for This Schedule		$78,442
JANUARY 2020 JANITORIAL SERVICES	01/13/2020	$6,096
FEBRUARY 2020 JANITORIAL SERVICES	02/06/2020	$6,096
MARCH 2020 JANITORIAL SERVICES	03/05/2020	$6,096
APRIL 2020 JANITORIAL SERVICES	04/23/2020	$6,767
JUNE 2020 JANITORIAL SERVICES	06/08/2020	$6,477
JULY 2020 JANITORIAL SERVICES	07/09/2020	$6,467
AUGUST 2020 JANITORIAL SERVICES	07/31/2020	$6,467
SEPTEMBER 2020 JANITORIAL SERVICES	09/02/2020	$6,903
OCTOBER 2020 JANITORIAL SERVICES	10/01/2020	$6,467
NOVEMBER 2020 JANITORIAL SERVICES	11/09/2020	$6,467
DECEMBER 2020 JANITORIAL SERVICES	12/07/2020	$6,903

Name and Address
(A)

AIR RITE HEATING AND COOLING, INC

1150 FRONTENAC ROAD
NAPERVILLE
IL
60563

Type or Classification
(B)

HVAC CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,342
Total Non-Itemized Transactions with this Payee/Payer		$25,870
Total of All Transactions with this Payee/Payer for This Schedule		$39,212
REIMBURSEMENT FOR (4) APPRENTICES PAYROLL	02/19/2020	$13,342

Name and Address
(A)

AMALGAMATED BANK OF CHICAGO

30 N. LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,063,229
Total Non-Itemized Transactions with this Payee/Payer		$5,055
Total of All Transactions with this Payee/Payer for This Schedule		$1,068,284
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	01/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	01/27/2020	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	02/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	02/27/2020	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	03/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	03/27/2020	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	04/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	04/27/2020	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	05/26/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	05/27/2020	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	06/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	06/29/2020	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	07/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	07/27/2020	$11,734
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	08/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	08/27/2020	$11,734
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	09/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	09/28/2020	$11,734
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	10/26/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	10/27/2020	$11,734
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	10/28/2020	$31,784
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	11/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	11/27/2020	$11,734
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	12/01/2020	$25,419
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	12/24/2020	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	12/28/2020	$11,734

Name and Address
(A)

AQUAMIST PLUMBING & LAWN SPRINKLING CO.

14526 CHICAGO ROAD
DOLTON
IL
60419

Type or Classification
(B)

LAWN SPRINKLER MAINTENANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,504
Total Non-Itemized Transactions with this Payee/Payer		$13,756
Total of All Transactions with this Payee/Payer for This Schedule		$20,260
REPLACED AND RELOCATED SPRINKLERS	07/31/2020	$6,504

Name and Address
(A)

AT & T
5080

CAROL STREAM
IL
60197

Type or Classification
(B)

TELEPHONE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,391
Total of All Transactions with this Payee/Payer for This Schedule		$6,391

Name and Address
(A)

BERGLUND CONSTRUCTION

8410 SOUTH CHICAGO AVENUE
CHICAGO
IL
60617

Type or Classification
(B)

GENERAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,647
Total Non-Itemized Transactions with this Payee/Payer		$17,742
Total of All Transactions with this Payee/Payer for This Schedule		$37,389
MISC. CONSTRUCTION MAINTENANCE AND REPAIRS	10/29/2020	$19,647

Name and Address
(A)

BEST CHICAGO PROPERTIES

847 W. MONROE STREET
CHICAGO
IL
60607

Type or Classification
(B)

REAL ESTATE AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$24,000
COMMISSION ON SALE OF CONDO	10/16/2020	$24,000

Name and Address
(A)

BOND BROTHERS & COMPANY

7826 W. 47TH STREET
LYONS
IL
60534

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,285
Total Non-Itemized Transactions with this Payee/Payer		$10,784
Total of All Transactions with this Payee/Payer for This Schedule		$18,069
POSTAGE FOR POSTCARDS FOR MEETINGS CANCELLATION	06/10/2020	$7,285

Name and Address
(A)

BRADLEY SADOWSKI

465 N. GREEN ST. UNIT 1N
CHICAGO
IL
60642

Type or Classification
(B)

REAL ESTATE PROFESSIONAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,599
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$18,599
FURNISHINGS FOR EVEQ SALES OFFICE	12/07/2020	$18,599

Name and Address
(A)

CALUMET CITY PLUMBING CO.
150

CALUMET CITY
IL
60409

Type or Classification
(B)

PLUMBING CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,335
Total Non-Itemized Transactions with this Payee/Payer		$13,207
Total of All Transactions with this Payee/Payer for This Schedule		$26,542
MAINTENANCE AND REPAIRS	10/29/2020	$13,335

Name and Address
(A)

CARRIE LONZE

456 N. CARPENTER ST. APT #2
CHICAGO
IL
60642

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
EARNEST MONEY DEPOSIT RETURNED	05/20/2020	$10,000

Name and Address
(A)

CHARLES RUTENBERG REALTY OF ILLINOIS LLC

3135 BOOK ROAD
NAPERVILLE
IL
60564

Type or Classification
(B)

REAL ESTATE AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$31,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$31,500
COMMISSION ON SALE OF CONDO	10/19/2020	$31,500

Name and Address
(A)

CHICAGO OFFICE TECHNOLOGY GROUP
936693

ATLANTA
GA
31193

Type or Classification
(B)

PRINTING INFRASTRUCTURE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,382
Total of All Transactions with this Payee/Payer for This Schedule		$5,382

Name and Address
(A)

CITY OF AURORA
2697

AURORA
IL
60507

Type or Classification
(B)

MUNICIPALITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,309
Total of All Transactions with this Payee/Payer for This Schedule		$7,309

Name and Address
(A)

CMRS-FP
0505

CAROL STREAM
IL
60132

Type or Classification
(B)

POSTAGE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,200
Total of All Transactions with this Payee/Payer for This Schedule		$11,200

Name and Address
(A)

COMCAST
3001

SOUTHEASTERN
PA
19398

Type or Classification
(B)

CABLE AND INTERNET COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$16,200
Total of All Transactions with this Payee/Payer for This Schedule		$16,200

Name and Address
(A)

COMMONWEALTH EDISON
6111

CAROL STREAM
IL
60197

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$85,990
Total Non-Itemized Transactions with this Payee/Payer		$38,985
Total of All Transactions with this Payee/Payer for This Schedule		$124,975
MONTHLY USAGE	01/13/2020	$5,013
MONTHLY USAGE	01/24/2020	$6,773
MONTHLY USAGE	02/19/2020	$6,662
MONTHLY USAGE	03/18/2020	$10,572
MONTHLY USAGE	04/23/2020	$9,042
MONTHLY USAGE	05/20/2020	$8,507
MONTHLY USAGE	06/18/2020	$5,038
MONTHLY USAGE	07/23/2020	$5,246
MONTHLY USAGE	08/19/2020	$5,028
MONTHLY USAGE	09/17/2020	$6,717
MONTHLY USAGE	10/16/2020	$5,270
MONTHLY USAGE	11/13/2020	$6,953
MONTHLY USAGE	11/19/2020	$5,169

Name and Address
(A)

COMPASS

2350 NORTH LINCOLN AVENUE
CHICAGO
IL
60614

Type or Classification
(B)

REAL ESTATE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,813
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$23,813
COMMISSION ON SALE OF CONDO	10/16/2020	$23,813

Name and Address
(A)

DATA RESEARCH GROUP

233 E. DAVIS ST. #300
CULPEPER
VA
22701

Type or Classification
(B)

IT CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,205
Total Non-Itemized Transactions with this Payee/Payer		$17,670
Total of All Transactions with this Payee/Payer for This Schedule		$37,875
RESEARCH, LABOR AND INTEGRATION FEE - NEW REPORT	02/27/2020	$10,480
PROJECT DEVELOPMENT, QUARTERLY HOSTING/LEASING FEE	03/05/2020	$9,725

Name and Address
(A)

DATAMATION IMAGING

7700 GRIFFIN WAY, SUITE B
WILLOWBROOK
IL
60527

Type or Classification
(B)

DOCUMENT SCANNING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,313
Total of All Transactions with this Payee/Payer for This Schedule		$8,313

Name and Address
(A)

DMC SECURITY SERVICES

4455 W. 147TH STREET
MIDLOTHIAN
IL
60445

Type or Classification
(B)

SECURITY SYSTEM PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$12,500
SETTLEMENT AGREEMENT FOR RELEASE OF SERVICES	03/02/2020	$12,500

Name and Address
(A)

EVEQ

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

CONDO DEVELOPMENT SALES CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,865
Total of All Transactions with this Payee/Payer for This Schedule		$7,865

Name and Address
(A)

FIRST COMMUNICATIONS LLC
772069

DETROIT
MI
48227

Type or Classification
(B)

TECHNOLOGY SOLUTIONS COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,481
Total of All Transactions with this Payee/Payer for This Schedule		$17,481

Name and Address
(A)

FIRST MERCHANTS BANK

200 E. JACKSON STREET
MUNCIE
IN
47305

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$74,115
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$74,115
LOAN INTEREST PAYMENT	10/26/2020	$24,777
LOAN INTEREST PAYMENT	11/23/2020	$24,194
LOAN INTEREST PAYMENT	12/31/2020	$25,144

Name and Address
(A)

FLOOD BROTHERS DISPOSAL
4560

CAROL STREAM
IL
60197

Type or Classification
(B)

GARBAGE DISPOSAL SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,227
Total of All Transactions with this Payee/Payer for This Schedule		$10,227

Name and Address
(A)

FOX METRO
160

AURORA
IL
60507

Type or Classification
(B)

LOCAL GOVERNMENT AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,113
Total of All Transactions with this Payee/Payer for This Schedule		$8,113

Name and Address
(A)

GARVEY'S OFFICE PRODUCTS
5678

CAROL STREAM
IL
60197

Type or Classification
(B)

OFFICE SUPPLIES VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,182
Total of All Transactions with this Payee/Payer for This Schedule		$14,182

Name and Address
(A)

GREMLEY & BIEDERMANN

4505 N. ELSTON AVENUE
CHICAGO
IL
60630

Type or Classification
(B)

LAND SURVEYOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$37,000
FEES RELATED TO SALE OF CONDO	10/14/2020	$18,500
FEES RELATED TO SALE OF CONDO	10/16/2020	$18,500

Name and Address
(A)

GROOT, INC.
535233

PITTSBURGH
PA
15253

Type or Classification
(B)

GARBAGE DISPOSAL SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,818
Total of All Transactions with this Payee/Payer for This Schedule		$13,818

Name and Address
(A)

HAYES MECHANICAL

5959 S. HARLEM AVENUE
CHICAGO
IL
60638

Type or Classification
(B)

MECHANICAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$68,764
Total Non-Itemized Transactions with this Payee/Payer		$19,682
Total of All Transactions with this Payee/Payer for This Schedule		$88,446
2020 HVAC PREVENTIVE MAINTENANCE SERVICE FEE	01/24/2020	$18,214
QUARTERLY HVAC MAINTENANCE FEE & BAD FUSE CONTROL	02/13/2020	$7,369
QUARTERLY HVAC MAINTENANCE FEE	05/13/2020	$5,640
UPDATED AND CHANGED CENTRALIZED CONTROLLER SYSTEM	05/20/2020	$13,116
QUARTERLY HVAC MAINTENANCE FEE	08/13/2020	$5,640
REPAIRS TO SYSTEM; REPLACE DAMAGED PUMP SEAL	10/16/2020	$7,000
QUARTERLY HVAC MAINTENANCE FEE	10/21/2020	$6,600
REPAIRED BOILERS	11/19/2020	$5,185

Name and Address
(A)

HIREN PATEL

1333 S. WABASH AVE. #1507
CHICAGO
IL
60605

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
EARNEST MONEY DEPOSIT RETURNED	02/24/2020	$10,000

Name and Address
(A)

HUBINGER LANDSCAPING CO.

210 E. 113TH AVENUE
CROWN POINT
IN
46307

Type or Classification
(B)

LANDSCAPE MAINTENANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,476
Total of All Transactions with this Payee/Payer for This Schedule		$14,476

Name and Address
(A)

JAMESON REAL ESTATE BROKERAGE LLC

425 W. NORTH AVENUE
CHICAGO
IL
60610

Type or Classification
(B)

REAL ESTATE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
INITIAL CONTRACT AGREEMENT START UP	10/14/2020	$20,000

Name and Address
(A)

JAMESON SOTHEBY'S INT'L REALTY

425 W. NORTH AVENUE
CHICAGO
IL
60610

Type or Classification
(B)

REALTY BROKERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$17,750
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$17,750
COMMISSION ON SALE OF CONDO	10/21/2020	$17,750

Name and Address
(A)

LAKEWOOD PAVING COMPANY

10748 CENTRAL AVENUE
CHICAGO RIDGE
IL
60415

Type or Classification
(B)

PAVEMENT MAINTENANCE SERVICES COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,180
Total Non-Itemized Transactions with this Payee/Payer		$16,277
Total of All Transactions with this Payee/Payer for This Schedule		$25,457
SNOW REMOVAL SERVICES NOVEMBER AND DECEMBER 2020	12/21/2020	$9,180

Name and Address
(A)

MATTHEW PAVING, INC.

5505 W. 109TH STREET
OAK LAWN
IL
60453

Type or Classification
(B)

GENERAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$9,000
SEAL COAT, CRACKFILL AND STRIPE	06/08/2020	$9,000

Name and Address
(A)

MONTANA INVESTMENTS LLC

852 SHARP DRIVE, UNIT N
SHOREWOOD
IL
60404

Type or Classification
(B)

LANDLORD

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$27,981
Total of All Transactions with this Payee/Payer for This Schedule		$27,981

Name and Address
(A)

MUCH SHELIST

191 N WACKER DR. STE 1800
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,959
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$46,959
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	10/14/2020	$21,630
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	11/13/2020	$18,644
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	12/22/2020	$6,685

Name and Address
(A)

NATIONAL CLEANING SERVICES, INC.
7361

VILLA PARK
IL
60181

Type or Classification
(B)

JANITORIAL COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,052
Total Non-Itemized Transactions with this Payee/Payer		$25,846
Total of All Transactions with this Payee/Payer for This Schedule		$30,898
DECEMBER 2019 SERVICES	01/07/2020	$5,052

Name and Address
(A)

NICOR
5407

CAROL STREAM
IL
60197

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,672
Total of All Transactions with this Payee/Payer for This Schedule		$15,672

Name and Address
(A)

NIPSCO
13007

MERRILLVILLE
IN
46411

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$83,292
Total Non-Itemized Transactions with this Payee/Payer		$4,961
Total of All Transactions with this Payee/Payer for This Schedule		$88,253
MONTHLY USAGE - INDIANA BUILDING	01/30/2020	$12,042
MONTHLY USAGE - INDIANA BUILDING	03/05/2020	$11,817
MONTHLY USAGE - INDIANA BUILDING	04/08/2020	$9,583
MONTHLY USAGE - INDIANA BUILDING	05/06/2020	$5,795
MONTHLY USAGE - INDIANA BUILDING	07/01/2020	$7,247
MONTHLY USAGE - INDIANA BUILDING	07/31/2020	$8,746
MONTHLY USAGE - INDIANA BUILDING	08/27/2020	$7,841
MONTHLY USAGE - INDIANA BUILDING	10/08/2020	$7,581
MONTHLY USAGE - INDIANA BUILDING	10/29/2020	$5,777
MONTHLY USAGE - INDIANA BUILDING	11/30/2020	$6,863

Name and Address
(A)

OTIS ELEVATOR COMPANY
73579

CHICAGO
IL
60673

Type or Classification
(B)

ELEVATOR SERVICE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,594
Total of All Transactions with this Payee/Payer for This Schedule		$6,594

Name and Address
(A)

PEOPLES GAS
2968

MILWAUKEE
WI
53201

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,430
Total of All Transactions with this Payee/Payer for This Schedule		$15,430

Name and Address
(A)

PERENNIAL COMPANIES, INC.

1016 W. JACKSON BLVD.
CHICAGO
IL
60607

Type or Classification
(B)

LANDSCAPE MAINTENANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,250
Total Non-Itemized Transactions with this Payee/Payer		$1,625
Total of All Transactions with this Payee/Payer for This Schedule		$22,875
JANUARY 2020 SNOW REMOVAL SERVICES	01/07/2020	$10,625
FEBRUARY 2020 SNOW REMOVAL SERVICES	01/30/2020	$10,625

Name and Address
(A)

PIPE FITTERS' TRAINING FUND

10850 W. 187TH STREET
MOKENA
IL
60448

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$18,099
Total of All Transactions with this Payee/Payer for This Schedule		$18,099

Name and Address
(A)

PIPE FITTERS' WELFARE FUND

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,670
Total Non-Itemized Transactions with this Payee/Payer		$5,574
Total of All Transactions with this Payee/Payer for This Schedule		$27,244
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	02/19/2020	$5,400
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	07/17/2020	$5,435
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	11/05/2020	$5,435
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	12/28/2020	$5,400

Name and Address
(A)

PIPE FITTING COUNCIL OF GREATER CHICAGO

7065 VETERANS BLVD.
BURR RIDGE
IL
60527

Type or Classification
(B)

LABOR MANAGEMENT COMMITTEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$65,000
Total Non-Itemized Transactions with this Payee/Payer		$500
Total of All Transactions with this Payee/Payer for This Schedule		$65,500
CHECK RECEIVED IN ERROR ON BEHALF OF LABOR MGMT.	12/11/2020	$65,000

Name and Address
(A)

PROPER TITLE, LLC.

180 N. LASALLE ST STE #1920
CHICAGO
IL
60601

Type or Classification
(B)

TITLE INSURANCE AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$51,158
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$51,158
FEES RELATED TO SALES OF CONDOS	10/16/2020	$19,141
FEES RELATED TO SALE OF CONDO	10/19/2020	$10,231
FEES RELATED TO SALE OF CONDO	10/21/2020	$6,632
FEES RELATED TO SALE OF CONDO	11/20/2020	$5,404
FEES RELATED TO SALE OF CONDO	12/29/2020	$9,750

Name and Address
(A)

REDFIN CORPORATION

112 S. SANGAMON ST. STE 400
CHICAGO
IL
60607

Type or Classification
(B)

REAL ESTATE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,375
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$18,375
COMMISSION ON SALE OF CONDO	11/20/2020	$18,375

Name and Address
(A)

SECURITY FANATICS

35 AZTEC COURT
SOUTH BARRINGTON
IL
60010

Type or Classification
(B)

CYBER DEFENSE STRATEGISTS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,275
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$14,275
CYBER SECURITY AUDIT	12/21/2020	$14,275

Name and Address
(A)

SINGLE CLICK IT INC.

405 DALTON AVENUE
MUNDELEIN
IL
60060

Type or Classification
(B)

IT CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$38,340
Total of All Transactions with this Payee/Payer for This Schedule		$38,340

Name and Address
(A)

THE CINCINNATI INSURANCE COMPANIES
145496

CINCINNATI
OH
45250

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,984
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$33,984
COMMERCIAL GENERAL LIABILITY COVERAGE	11/03/2020	$33,984

Name and Address
(A)

THE CLEANING CREW

469 W. 300 S.
VALPARAISO
IN
46385

Type or Classification
(B)

JANITORIAL COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$71,680
Total of All Transactions with this Payee/Payer for This Schedule		$71,680

Name and Address
(A)

THE PERFORMANCE COMPANIES, INC.
10846

MERRILLVILLE
IN
46411

Type or Classification
(B)

CLEANING SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,100
Total of All Transactions with this Payee/Payer for This Schedule		$5,100

Name and Address
(A)

THERMFLO

875 BUSCH PARKWAY
BUFFALO GROVE
IL
60089

Type or Classification
(B)

THERMAL MANAGEMENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,497
Total Non-Itemized Transactions with this Payee/Payer		$1,078
Total of All Transactions with this Payee/Payer for This Schedule		$6,575
GOLD SERVICE MAINTENANCE AGREEMENT	11/10/2020	$5,497

Name and Address
(A)

TOTAL ELECTRIC, INC.

16308 S. 107TH AVENUE
ORLAND PARK
IL
60467

Type or Classification
(B)

ELECTRICAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,858
Total Non-Itemized Transactions with this Payee/Payer		$14,164
Total of All Transactions with this Payee/Payer for This Schedule		$28,022
MISC. ELECTRICAL MAINTENANCE WORK	03/11/2020	$6,508
MISC. ELECTRICAL MAINTENANCE WORK	03/18/2020	$7,350

Name and Address
(A)

VANBRUGGEN SIGNS

13401 SOUTHWEST HIGHWAY
ORLAND PARK
IL
60462

Type or Classification
(B)

FULL SERVICE SIGN COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,929
Total of All Transactions with this Payee/Payer for This Schedule		$7,929

Name and Address
(A)

XO COMMUNICATIONS

14239 COLLECTIONS CENTER
CHICAGO
IL
60693

Type or Classification
(B)

DATA AND IP SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$25,473
Total of All Transactions with this Payee/Payer for This Schedule		$25,473

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 016-412

Name and Address
(A)

AMALGAMATED BANK OF CHICAGO

30 N. LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,344
Total of All Transactions with this Payee/Payer for This Schedule		$5,344

Name and Address
(A)

BOND BROTHERS & COMPANY

7826 W. 47TH STREET
LYONS
IL
60534

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,120
Total Non-Itemized Transactions with this Payee/Payer		$14,090
Total of All Transactions with this Payee/Payer for This Schedule		$19,210
MAIL PREP AND POSTCARDS FOR MEETINGS CANCELLATION	06/10/2020	$5,120

Name and Address
(A)

CRANE & NORCROSS

2 N. LASALLE ST. STE 900
CHICAGO
IL
60602

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,951
Total Non-Itemized Transactions with this Payee/Payer		$4,891
Total of All Transactions with this Payee/Payer for This Schedule		$20,842
REAL ESTATE TAX APPEAL	09/02/2020	$15,951

Name and Address
(A)

EMBASSY SUITES/DC

900 10TH STREET NW
WASHINGTON
DC
20001

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,616
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,616
GROUP CANCELLATION FEE FOR BCTD CONFERENCE	02/13/2020	$8,616

Name and Address
(A)

FIRST CLASS, INC.

5410 W ROOSEVELT RD STE 222
CHICAGO
IL
60644

Type or Classification
(B)

CLASS ACTION ADMINISTRATORS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,317
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,317
CLASS ACTION ADMINISTRATION MAILING-PORTER V 597	07/09/2020	$5,317

Name and Address
(A)

JOHNSON & KROL, LLC

311 S. WACKER DR. #1050
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,222
Total Non-Itemized Transactions with this Payee/Payer		$16,681
Total of All Transactions with this Payee/Payer for This Schedule		$46,903
DISCRIMINATION (EEOC) CLAIMS & OTHER MATTERS	01/24/2020	$6,469
DISCRIMINATION (EEOC) CLAIMS & OTHER MATTERS	02/27/2020	$6,776
DISCRIMINATION (EEOC) CLAIMS & OTHER MATTERS	04/01/2020	$6,381
DISCRIMINATION (EEOC) CLAIMS & OTHER MATTERS	07/23/2020	$5,531
DISCRIMINATION (EEOC) CLAIMS & OTHER MATTERS	12/21/2020	$5,065

Name and Address
(A)

LEGACY PROFESSIONALS LLP

4 WESTBROOK CORP CTR. #700
WESTCHESTER
IL
60154

Type or Classification
(B)

ACCOUNTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$51,250
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$51,250
2019 AUDIT/ACCOUNTING SERVICES	04/01/2020	$25,625
2019 AUDIT/ACCOUNTING SERVICES	06/24/2020	$25,625

Name and Address
(A)

LETTERKRAFT PRINTERS, INC.

4130 PLANK ROAD
PERU
IL
61354

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,077
Total of All Transactions with this Payee/Payer for This Schedule		$5,077

Name and Address
(A)

LOCAL UNION 130

1340 W. WASHINGTON BLVD.
CHICAGO
IL
60607

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,077
Total of All Transactions with this Payee/Payer for This Schedule		$5,077

Name and Address
(A)

LOCAL UNION 25

4600 46TH AVENUE
ROCK ISLAND
IL
61201

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,834
Total of All Transactions with this Payee/Payer for This Schedule		$6,834

Name and Address
(A)

LOCAL UNION 601

3300 S. 103RD STREET
MILWAUKEE
WI
53227

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,930
Total of All Transactions with this Payee/Payer for This Schedule		$11,930

Name and Address
(A)

LOCAL UNION 798

4823 S. 83RD E. AVENUE
TULSA
OK
74145

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,986
Total of All Transactions with this Payee/Payer for This Schedule		$11,986

Name and Address
(A)

PIPE FITTERS' LU 597 FRINGE BENEFITS
94455

CHICAGO
IL
60690

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$109,475
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$109,475
TRAINING FUND CONTRIBUTIONS	01/15/2020	$8,715
TRAINING FUND CONTRIBUTIONS	02/14/2020	$8,715
TRAINING FUND CONTRIBUTIONS	03/13/2020	$8,715
TRAINING FUND CONTRIBUTIONS	04/14/2020	$8,715
TRAINING FUND CONTRIBUTIONS	05/15/2020	$8,715
TRAINING FUND CONTRIBUTIONS	06/15/2020	$8,715
TRAINING FUND CONTRIBUTIONS	07/15/2020	$9,531
TRAINING FUND CONTRIBUTIONS	08/14/2020	$9,531
TRAINING FUND CONTRIBUTIONS	09/14/2020	$9,531
TRAINING FUND CONTRIBUTIONS	10/15/2020	$9,531
TRAINING FUND CONTRIBUTIONS	11/13/2020	$9,531
TRAINING FUND CONTRIBUTIONS	12/14/2020	$9,530

Name and Address
(A)

POINTE HILTON SQUAW PEAK

7677 N. 16TH STREET
PHOENIX
AZ
85020

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,903
Total of All Transactions with this Payee/Payer for This Schedule		$6,903

Name and Address
(A)

STARS & STRIPES SILK SCREENING

7560 W. 100TH PLACE
BRIDGEVIEW
IL
60455

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,740
Total Non-Itemized Transactions with this Payee/Payer		$9,099
Total of All Transactions with this Payee/Payer for This Schedule		$21,839
STICKERS AND DECALS FOR MEMBERS	02/13/2020	$6,820
STORM VISORS AND POLYESTER CANVAS BAGS FOR MBRS.	02/28/2020	$5,920

Name and Address
(A)

STRIPE

185 BERRY ST. STE 550
SAN FRANCISCO
CA
94107

Type or Classification
(B)

CREDIT CARD PROCESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$145,091
Total of All Transactions with this Payee/Payer for This Schedule		$145,091

Name and Address
(A)

THE HARTFORD
660916

DALLAS
TX
75266

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$99,759
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$99,759
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	01/24/2020	$17,333
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	04/29/2020	$26,615
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	07/23/2020	$19,916
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	11/30/2020	$35,895

Name and Address
(A)

USI MIDWEST-CHICAGO
62889

VIRGINIA BEACH
VA
23466

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$36,701
Total Non-Itemized Transactions with this Payee/Payer		$2,760
Total of All Transactions with this Payee/Payer for This Schedule		$39,461
PROFESSIONAL LIABILITY INSURANCE	05/13/2020	$36,701

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 016-412

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$2,653,947
HEALTH AND WELFARE CONTRIBUTIONS	TRUST (LOCAL UNION)	$529,025
PENSION CONTRIBUTIONS	TRUST (ASSOCIATION)	$1,237,005
PENSION CONTRIBUTIONS	TRUST (LOCAL UNION)	$390,236
PENSION CONTRIBUTIONS	TRUST (LOCAL UNION)	$411,264
SICK BENEFITS	MEMBERS	$240
DEATH BENEFITS	MEMBERS' BENEFICIARIES	$84,225
COBRA BENEFITS	MEMBERS	$1,952

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 016-412

Item 71 Title: THE CONSTITUTION AND BY-LAWS STATE THAT THE CHIEF FINANCIAL OFFICER OF THE LOCAL IS THE FINANCIAL SECRETARY TREASURER.

Question 10: PIPE FITTERS' RETIREMENT FUND, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 62-6105084 PLAN NO. 001 PROVIDES PENSION BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PIPE FITTERS' WELFARE FUND, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-2141703 PLAN NO. 501 PROVIDES HEALTH AND WELFARE BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR AND FILES ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE. PIPE FITTERS' INDIVIDUAL ACCOUNT AND 401(K) PLAN, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-1820310 PLAN NO. 002 PROVIDES DEFINED CONTRIBUTION RETIREMENT BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PLUMBING AND HEATING WHOLESALERS RETIREMENT INCOME PLAN FOR THE BENEFIT OF SHOPMEN'S DIVISION OF PIPE FITTERS' ASSOCIATION, LOCAL UNION 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-6511016 PLAN NO. 001 PROVIDES PENSION BENEFITS FOR MEMBERS IN THE INDUSTRY. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PIPE FITTERS' TRAINING FUND, LOCAL 597 10850 W. 187TH STREET MOKENA, IL 60448 EIN 36-2536349 PLAN NO. 501 PROVIDES EDUCATION AND TRAINING TO APPRENTICES AND LOCAL 597 MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR AND FILES ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE.

Question 11(a):

Question 11(a): : : : : : THE PIPE FITTERS' LOCAL 597 POLITICAL ACTION COMMITTEE. THIS COMMITTEE FILES REPORTS WITH THE ILLINOIS STATE BOARD OF ELECTIONS (FID 2405) QUARTERLY AND PERIODICALLY WITH THE STATE OF INDIANA ELECTION COMMISSION (FILE NO. 5498). THE FINANCIAL ACTIVITIES OF THIS COMMITTEE ARE NOT INCLUDED IN THIS LM-2 FILING.

Question 11(b):

Question 11(b): : : : : : 14 N. BISHOP LLC, A SINGLE-MEMBER LLC, FOR THE PURPOSE OF DEVELOPING AND SELLING PROPERTY OWNED BY THE LOCAL. THE FINANCIAL ACTIVITIES OF THIS ENTITY ARE INCLUDED IN THIS LM-2 FILING.

Question 12: LEGACY PROFESSIONALS LLP

Question 15: DURING THE CURRENT REPORTING PERIOD, THE LOCAL TRADED IN 5 AUTOMOBILES WITH A COST OF $168,263 AND A BOOK VALUE OF $72,000 TOWARD THE PURCHASE OF NEW AUTOMOBILES. THE TRADE-IN ALLOWANCE OF THE OLD AUTOMOBILES WAS $101,000. DURING THE CURRENT REPORTING PERIOD, 1 AUTOMOBILE WITH A COST OF $37,028 AND A BOOK VALUE OF $31,522 WAS TOTALED AND DISPOSED OF BY THE LOCAL. INSURANCE PROCEEDS OF $34,034 WAS RECEIVED BY THE LOCAL DURING THE CURRENT REPORTING PERIOD FOR THIS AUTOMOBILE. TO ENCOURAGE AND PROMOTE UNITY WITHIN THE LOCAL, IT IS THE PRACTICE OF THE LOCAL TO OCCASIONALLY GIVE AWAY UNION IMPRINTED PROMOTIONAL ITEMS AND OTHER HOLIDAY ITEMS OF MINIMAL COST TO MEMBERS/EMPLOYEES. IT IS NOT PRACTICAL TO SPECIFICALLY IDENTIFY THE RECIPIENTS OF THESE ITEMS. THE ESTIMATED COST OF PROMOTIONAL ITEMS GIVEN TO MEMBERS/EMPLOYEES DURING THE CURRENT REPORTING PERIOD WAS $24,000. ALSO DURING THE CURRENT REPORTING PERIOD, THE LOCAL GAVE AWAY PROMOTIONAL ITEMS TO ATTENDEES AT THE 2020 NATIONAL PIPELINE CONFERENCE WITH AN ESTIMATED COST OF $7,000

Question 16: THE COLLATERAL PLEDGED BY THE LOCAL FOR A MORTGAGE LOAN ON PROPERTY LOCATED IN AURORA, ILLINOIS CONSISTS OF THE LAND AND BUILDING LOCATED AT 1295 BUTTERFIELD ROAD, AURORA, ILLINOIS AND ALL RENTS ASSOCIATED WITH THE SAME PROPERTY. THE COLLATERAL PLEDGED BY THE LOCAL FOR A MORTGAGE LOAN ON PROPERTY LOCATED IN CROWN POINT, INDIANA CONSISTS OF THE LAND AND BUILDING LOCATED AT 10100 GEORGIA STREET, CROWN POINT, INDIANA AND ALL RENTS ASSOCIATED WITH THE SAME PROPERTY. THE COLLATERAL PLEDGED BY THE LOCAL FOR THE CONSTRUCTION LOANS CONSIST OF LAND AND BUILDING LOCATED AT 14 N. BISHOP AVENUE, 45 N. OGDEN AVENUE AND 1446-1448 MADISON STREET, CHICAGO, ILLINOIS AND ALL RENTS ASSOCIATED WITH THESE SAME PROPERTIES.

Question 17: CERTAIN MATTERS ARISE IN THE NORMAL COURSE OF OPERATIONS THAT MAY RESULT IN LITIGATION. IN 2012, CERTAIN CURRENT AND FORMER MEMBERS OF THE LOCAL FILED A CLASS ACTION LAWSUIT AGAINST THE LOCAL ALLEGING RACIAL DISCRIMINATION IN VIOLATION OF TITLE VII OF THE CIVIL RIGHTS ACT OF 1964. THE LOCAL HAS BEEN VIGOROUSLY DEFENDING THE LAWSUIT. SUBSEQUENT TO THE CURRENT REPORTING PERIOD THE COURT CONDUCTED A FAIRNESS HEARING ON THE TERMS OF THE PROPOSED SETTLEMENT WITH THE CLASS OF PLAINTIFFS AND APPROVED THE SETTLEMENT WHICH EFFECTIVELY RESOLVED THE CASE AND CLEARED THE PATH FOR THE DISBURSEMENT OF $3 MILLION IN SETTLEMENT PROCEEDS. THE SETTLEMENT OF $3 MILLION WAS PAID SUBSEQUENT TO THE CURRENT REPORTING PERIOD.

Schedule 13, Row4:BUILDING TRADES JOURNEYMAN PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row5:METAL TRADES JOURNEYMAN PERMIT ARE INDIVIDUALS WORKING IN THIS FIELD AND RECEIVING JOURNEYMAN'S WAGES BUT ARE NOT UNION MEMBERS. THESE INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row1:APPRENTICES ARE INDIVIDUALS WHO ARE LEARNING THE TRADE THROUGH FIELD EXPERIENCE AS WELL AS CLASSROOM STUDY. THEY ATTEND SCHOOL ONCE A WEEK AND WILL COMPLETE THEIR TRAINING AT THE END OF 5 YEARS, AT WHICH TIME THEY WILL ACHIEVE JOURNEYMAN STATUS. APPRENTICES PAY A DUES STRUCTURE OF $192 PER QUARTER AS WELL AS AN ASSESSMENT OF 2% OF THE APPRENTICES WORKING WAGE RATE. APPRENTICES ALSO PAY A PER QUARTER INITIATION FEE BEGINNING IN THE 3RD YEAR. 4TH AND 5TH YEAR APPRENTICES HAVE FULL VOTING RIGHTS.

Schedule 13, Row1:::::

Schedule 13, Row2:JOURNEYMEN ARE INDIVIDUALS WHO HAVE SERVED A 4 TO 5 YEAR APPRENTICESHIP, OR INDIVIDUALS WHO HAVE CERTAIN SKILLS UNIQUE TO THE INDUSTRY AND HAVE ACHIEVED JOURNEYMAN STATUS THROUGH THE PERMIT SYSTEM. ALL JOURNEYMEN POSSESS THE SKILLS AND KNOWLEDGE TO BE PROFICIENT IN ALL ASPECTS OF THE PIPING INDUSTRY. THIS INCLUDES WELDING, RIGGING, INITIAL PIPING INSTALLATIONS, AND SERVICE AND MAINTENANCE. JOURNEYMAN PAY $246 PER QUARTER IN DUES, AS WELL AS A WORKING ASSESSMENT OF 2% OF THE JOURNEYMAN'S WORKING WAGE RATE. JOURNEYMAN HAVE FULL VOTING RIGHTS.

Schedule 13, Row2:::::

Schedule 13, Row3:SHOP PERMITS ARE INDIVIDUALS WORKING FOR A UNION CONTRACTOR BUT ARE NOT INITIATED MEMBERS OF THE ASSOCIATION. SHOP PERMIT INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row3:SHOP PERMITS INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row4:BUILDING TRADES JOURNEYMAN PERMIT ARE INDIVIDUALS RECEIVING JOURNEYMAN'S WAGES BUT ARE NOT UNION MEMBERS. THESE INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row5:METAL TRADES JOURNEYMAN PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row6:METAL TRADES SHOP IS A MEMBER WHO IS WORKING IN THE APPLIANCE FIELD FOR A UNION CONTRACTOR. THESE MEMBERS PAY DUES OF $181 PER QUARTER. METAL TRADES SHOP MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row6:::::

Schedule 13, Row7:WAREHOUSEMEN ARE MEMBERS WORKING FOR PIPING SUPPLY HOUSES. THESE MEMBERS PAY DUES OF $30 PER MONTH. WAREHOUSEMAN MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row7:::::

Schedule 13, Row8:METAL TRADES SERVICE ARE MEMBERS WORKING IN THE SERVICE SECTOR FOR UNION CONTRACTORS. THESE MEMBERS PAY DUES OF $196 PER QUARTER. METAL TRADES SERVICE MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row8:::::

Schedule 13, Row9:THERMAL CARE PERMIT ARE INDIVIDUALS WHO ARE MEMBERS OF A DIFFERENT UA LOCAL. THEY WORK AT THERMAL CARE AND ARE ON APPLIANCE FITTER PERMITS. THERMAL CARE PERMIT INDIVIDUALS PAY MONTHLY DUES.

Schedule 13, Row9:THERMAL CARE PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row10:LIFE MEMBERS ARE MEMBERS WHO OBTAINED 50 YEARS OF CONTINUOUS SERVICE. THEY PAY NO DUES AND HAVE FULL VOTING RIGHTS.

Schedule 13, Row10:::::

Schedule 13, Row11:RETIREES ARE NON-ACTIVE MEMBERS WHO PAY NO UNION DUES. RETIREES RETAIN ALL VOTING RIGHTS AFTER RETIREMENT.

Schedule 13, Row11:::::

General Information: SCHEDULE 6, COLUMN (E) - FAIR VALUE: THE LOCAL HAS NO POLICY FOR PERIODICALLY APPRAISING ITS ASSETS TO DETERMINE THEIR FAIR VALUE. THE LOCAL HAD THEIR LAND AND BUILDING LOCATED AT 45 N. OGDEN AVENUE, CHICAGO, ILLINOIS APPRAISED IN OCTOBER 2018 AND THE APPRAISED VALUE HAS BEEN REPORTED AS THE FAIR VALUE ON SCHEDULE 6. THE BOOK VALUE OF THE LOCALS REMAINING ASSETS HAVE BEEN REPORTED AS A GOOD FAITH ESTIMATE OF THE FAIR VALUE. DEPRECIATION EXPENSE: BUILDING AND BUILDING IMPROVEMENTS TOTAL $967,193 AUTOMOBILES TOTALED $185,945, OFFICE FURNITURE AND EQUIPMENT TOTALED $73,571, LEASEHOLD IMPROVEMENTS TOTALED $69,445. TOTAL DEPRECIATION EXPENSE FOR THE CURRENT REPORTING PERIOD TOTALED $1,296,154. SCHEDULES 11 AND 12, ITEMS 50-54: IT IS NOT PRACTICAL TO MAKE A PRECISE DISTRIBUTION OF AUTOMOBILE OPERATING EXPENSES NOT PAID DIRECTLY TO OFFICERS AND EMPLOYEES AND INCLUDED IN COLUMN (F) AND COLUMN (G). HOWEVER, AN ALLOCATION OF SUCH EXPENSES HAS BEEN MADE IN ACCORDANCE WITH IRS REPORTING RULES. IF UNION OWNED AUTOMOBILES WERE USED 50% OR LESS FOR BUSINESS PURPOSES BY IRS REPORTING STANDARDS, THE REMAINDER IS TREATED AS IF IT WERE PERSONAL USE AND IS REPORTED IN COLUMN (G). IRS STANDARDS SHOULD NOT NECESSARILY BE CONSIDERED AS THE ACTUAL BUSINESS USE OF AN AUTOMOBILE. ITEM 64: THIS ITEM REFLECTS ONLY DISBURSEMENTS ON BEHALF OF INDIVIDUAL MEMBERS FOR OTHER THAN NORMAL OPERATING PURPOSES. ALL OF OUR EXPENSES BENEFIT THE ENTIRE UNION MEMBERSHIP AND INDIVIDUALS ARE NOT NORMALLY SINGLED OUT FOR SPECIAL PURPOSES.



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)