517-319 (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
517-319

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 FOOD AND COMMERCIAL WKRS
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 135
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name BRUCE	Last Name WALTERS
P.O Box - Building and Room Number
Number and Street 2001 CAMINO DEL RIO SOUTH
City SAN DIEGO
State CA	ZIP Code + 4 92108

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:

Bruce T Walters

PRESIDENT

71. SIGNED:

Grant j Tom

TREASURER

Date:

Mar 26, 2021

Telephone Number:

619-298-7772

Date:

Mar 26, 2021

Telephone Number:

619-454-3457

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

ITEMS 10 THROUGH 21

FILE NUMBER: 517-319

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$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?	Yes
19. What is the date of the labor organization's next regular election of officers?	12/2021

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

12,909

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	21.00 - 60.50	per	MONTH	21.00	60.50
(b) Working Dues/Fees	NONE	per	NONE	NONE	NONE
(c) Initiation Fees	50.00-400.00	per	JOB CLASS	50	400.00
(d) Transfer Fees	NONE	per	NONE	NONE	NONE
(e) Work Permits	NONE	per	NONE	NONE	NONE

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 517-319

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$13,231,313	$14,081,267
23. Accounts Receivable	1	$0	$147,747
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$261,138	$324,518
27. Fixed Assets	6	$471,683	$423,495
28. Other Assets	7
29. TOTAL ASSETS		$13,964,134	$14,977,027

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$13,613	$6,282
31. Loans Payable	9
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$21,503	$34,804
34. TOTAL LIABILITIES		$35,116	$41,086

35. NET ASSETS

$13,929,018

$14,935,941

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 517-319

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$7,022,924
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$533,234
39. Sale of Supplies		$0
40. Interest		$210,890
41. Dividends		$8,540
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9
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		$162,963
48. Other Receipts	14	$597,703
49. TOTAL RECEIPTS		$8,536,254

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,605,430
51. Political Activities and Lobbying		16	$687,657
52. Contributions, Gifts, and Grants		17	$343,358
53. General Overhead		18	$1,360,570
54. Union Administration		19	$37,111
55. Benefits		20	$505,913
56. Per Capita Tax			$2,761,610
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$34,187
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$177,102
65. Direct Taxes			$175,914

66. Subtotal			$7,688,852
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$700,621
67b. Less Total Disbursed	$698,069
67c. Total Withheld But Not Disbursed			$2,552
68. TOTAL DISBURSEMENTS			$7,686,300

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 517-319

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	$147,747	$0	$0	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$147,747	$0	$0	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 517-319

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)

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 517-319

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	$13,643	$2,226	$0	$0
OFFICE FURNITURE AND EQUIPMENT	$13,643	$2,226	$0	$0

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

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 517-319

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$42,727	$42,727	$42,727
OFFICE FURNITURE AND EQUIPMENT	$34,187	$34,187	$34,187
MUTUAL FUNDS - CALVERT EQUITY PORTFOLIO	$8,540	$8,540	$8,540

		Less Reinvestments	$8,540
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$34,187

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 517-319

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$196,492
B. Total Book Value	$324,518
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

MUTUAL FUNDS - CALVERT EQUITY PORTFOLIO

$324,518

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))

$324,518

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 517-319

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 2001 CAMINO DEL RIO SOUTH, SAN DIEGO CA 92108	$11,202		$11,202	$597,000

B. Buildings (give location)
Building 1 : 2001 CAMINO DEL RIO SOUTH, SAN DIEGO CA 92108	$932,780	$628,792	$303,988	$303,988

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$476,384

$368,079

$108,305

E. Other Fixed Assets

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

$1,420,366

$996,871

$423,495

$1,009,293

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 517-319

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: 517-319

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	$6,282	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$6,282	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 517-319

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 517-319

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$34,804
PAYROLL WITHHOLDINGS	$12,193
UFCW ABC MEMBERS EXCHANGE	$22,611

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 517-319

(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

WALTERS , BRUCE
PRESIDENT
C

$189,657

$2,411

$192,068

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

2 %

A
B
C

TOM , GRANT
SECRETARY-TREASURER
C

$183,077

$3,742

$186,819

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

MCKINZE , MARIBEL D
RECORDER/ORGAN./POL DIR.
C

$130,000

$4,124

$134,124

Schedule 15
Representational Activities

93 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

BENSINGER , LINDSEY
V.P./MEMBERS. DEPT. HEAD
C

$75,544

$108

$75,652

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

97 %

Schedule 19
Administration

1 %

A
B
C

CLARK , DEANNA
V.P.
P

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

DELIKAT SAVEDRA , LEIGH
V.P.
C

$1,200

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

JACQUES , THERESA L
V.P.
P

$900

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

KELLY , BRIAN
V.P.
P

$137,500

$275

$137,775

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

95 %

Schedule 19
Administration

2 %

A
B
C

LONG , TAMARA
V.P.
C

$1,200

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

LOPEZ , CHRIS
V.P.
C

$79,925

$4,772

$84,697

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

LOPEZ , ESTHER
V.P.
C

$1,200

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

MACKEY , CRISANTA
V.P.
N

$1,100

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

MCGEE , MICHAEL
V.P.
N

$100

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

MITCHELL , BETHYL
V.P.
C

$1,200

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 , SANDRA
V.P.
P

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

PALMIERI , CRISTINA
V.P.
C

$1,100

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

Total Officer Disbursements	$795,703	$8,000	$15,432	$0	$819,135
Less Deductions					$312,642
Net Disbursements					$506,493

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 517-319

(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

BELTRAN , BRENT
COMMUNICATIONS DIRECTOR
NONE

$57,700

$594

$58,294

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

BRUGGER , TIM
UNION REPRESENTATIVE
NONE

$54,713

$2,350

$57,063

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

CASTRO , SUZANNE
INSURANCE CLERK
NONE

$31,245

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

CERVANTES , LESLIE
UNION REPRESENTATIVE
NONE

$16,603

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

CHAVEZ , VERONICA
GRIEVANCE DEPT. ADMIN.
NONE

$57,208

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

CORDEIRO , STACIE
UNION REPRESENTATIVE
NONE

$69,841

$2,834

$72,675

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

CORONA , RICARDO
UNION REPRESENTATIVE
NONE

$54,713

$2,958

$57,671

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

INCROCCI , MARIE
INSURANCE DEPARTMENT HEAD
NONE

$66,469

$143

$66,612

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

KABLER , JOE
UNION REPRESENTATIVE
NONE

$81,302

$2,234

$83,536

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

LOPEZ , EHILEEN
INSURANCE CLERK
NONE

$50,173

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

MAYA-GOLDBAUM , SARAH
INSURANCE CLERK
NONE

$48,927

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

MILLER , VICKI
MEMBERSHIP CLERK
NONE

$51,663

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

MONTANO , CRISTINA
INSURANCE CLERK
NONE

$25,615

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

PINZON-AMADO , ANDRES F
UNION REPRESENTATIVE
NONE

$80,776

$1,459

$82,235

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

RAMIREZ , MARCELO
UNION REPRESENTATIVE
NONE

$86,000

$2,722

$88,722

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

RAPP , CARL
MEMBERSHIP CLERK
NONE

$52,406

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

ROCHA , KATIA
MEMBERSHIP CLERK
NONE

$50,208

$52

$50,260

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

SUMABAT , OSCAR
UNION REPRESENTATIVE
NONE

$68,848

$2,861

$71,709

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

TAATJES , JOHN
UNION REPRESENTATIVE
NONE

$70,408

$2,936

$73,344

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

TANAKA , KELLY
UNION REPRESENTATIVE
NONE

$78,346

$2,964

$81,310

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

TAYLOR , ELYSE
INSURANCE CLERK
NONE

$49,355

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

A
B
C

YANG , WONG
INSURANCE CLERK
NONE

$50,004

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

1 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

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 %

Total Employee Disbursements	$1,252,523	$0	$24,107	$0	$1,276,630
Less Deductions					$387,979
Net Disbursements					$888,651

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 517-319

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	12,909
Agency Fee Payers*	31
Total Members/Fee Payers	12,940
*Agency Fee Payers are not considered members of the labor organization.
COURTESY CLERKS	1,543	Yes
FOOD CLERKS	3,220	Yes
GENERAL MEMBERS	3,414	Yes
MEAT CLERKS	515	Yes
E-SHOPPERS	97	Yes
CLINICAL LAB SCIENTIST / MEDICAL LAB TECHNICIAN	110	Yes
KAISER	324	Yes
APPENDIX F	74	Yes
CANNABIS	48	Yes
CASINO	412	Yes
AIRPORT	22	Yes
CUTTERS	274	Yes
SUGAR PLANT	122	Yes
FINANCIAL CORE	73	Yes
SPECIAL NEEDS	115	Yes
TECHS	635	Yes
PRESCRIPTION CLERKS	1,005	Yes
DENTAL CLERKS	16	Yes
PHARMACISTS	202	Yes
WAREHOUSE	688	Yes

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 517-319

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$577,917
2. Named Payer Non-itemized Receipts	$0
3. All Other Receipts	$19,786
4. Total Receipts	$597,703

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$204,420
2. Named Payee Non-itemized Disbursements	$11,846
3. To Officers	$10,032
4. To Employees	$12,766
5. All Other Disbursements	$104,294
6. Total Disbursements	$343,358

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$206,437
2. Named Payee Non-itemized Disbursements	$65,875
3. To Officers	$556,914
4. To Employees	$640,936
5. All Other Disbursements	$135,268
6. Total Disbursements	$1,605,430

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$143,682
2. Named Payee Non-itemized Disbursements	$321,989
3. To Officers	$212,165
4. To Employees	$590,713
5. All Other Disbursements	$92,021
6. Total Disbursements	$1,360,570

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$636,633
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$20,613
4. To Employees	$19,449
5. All Other Disbursements	$10,962
6. Total Disbursements	$687,657

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$19,410
4. To Employees	$12,766
5. All Other Disbursements	$4,935
6. Total Disbursements	$37,111

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 517-319

Name and Address
(A)

DISABILITY REIMBURSEMENT

2001 CAMINO DEL RIO SOUTH
SAN DIEGO
CA
92108

Type or Classification
(B)

EMPLOYEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,746
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$9,746
DISABILITY REIMBURSEMENTS	01/31/2020	$9,746

Name and Address
(A)

SO. CAL. UFCW UNION DRUG EMPLOYERS

2220 HYPERION AVE.
LOS ANGELES
CA
90027

Type or Classification
(B)

TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$66,667
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$66,667
ADMINISTRATIVE EXPENSES REIMBURSEMENT	03/31/2020	$29,508
ADMINISTRATIVE EXPENSES REIMBURSEMENT	06/30/2020	$11,587
ADMINISTRATIVE EXPENSES REIMBURSEMENT	07/31/2020	$6,433
ADMINISTRATIVE EXPENSES REIMBURSEMENT	10/31/2020	$19,139

Name and Address
(A)

UFCW JOINT TRUST FUNDS
514250

LOS ANGELES
CA
90051-4250

Type or Classification
(B)

TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$461,411
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$461,411
ADMINISTRATIVE EXPENSES REIMBURSEMENT	04/30/2020	$184,290
ADMINISTRATIVE EXPENSES REIMBURSEMENT	06/30/2020	$29,618
ADMINISTRATIVE EXPENSES REIMBURSEMENT	07/31/2020	$14,300
ADMINISTRATIVE EXPENSES REIMBURSEMENT	08/31/2020	$124,825
ADMINISTRATIVE EXPENSES REIMBURSEMENT	12/01/2020	$108,378

Name and Address
(A)

UFCW LOCAL 1167

855 W SAN BERNARDINO AVE
BLOOMINGTON
CA
92316

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,403
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$33,403
FACE MASKS REIMBURSEMENT	05/29/2020	$33,403

Name and Address
(A)

UFCW LOCAL 1428
9000

CLAREMONT
CA
91711

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,690
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,690
FACE MASKS REIMBURSEMENT	07/31/2020	$6,690

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 517-319

Name and Address
(A)

ACTION MAIL

230 NORTH MARKET PLACE
ESCONDIDO
CA
92029

Type or Classification
(B)

DIRECT MAIL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,110
Total Non-Itemized Transactions with this Payee/Payer		$853
Total of All Transactions with this Payee/Payer for This Schedule		$6,963
MEMBER MAILING	09/10/2020	$6,110

Name and Address
(A)

MILLER KAPLAN ARASE LLP

4123 LANKERSHIM BLVD.
NORTH HOLLYWOOD
CA
91602

Type or Classification
(B)

CPA FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,000
AGENCY FEE REPORT	01/02/2020	$7,000

Name and Address
(A)

POSTMASTER GENERAL

11251 RANCHO CARMEL DR
SAN DIEGO
CA
92199

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
NEWSLETTER POSTAGE	06/26/2020	$6,000

Name and Address
(A)

QUADIENT POSTAGE
6813

CAROL STREAM
IL
60197

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$29,055
Total of All Transactions with this Payee/Payer for This Schedule		$29,055

Name and Address
(A)

ROTHNER SEGALL & GREENSTONE

510 SOUTH MARENGO AVE
PASADENA
CA
91101-3115

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,938
Total Non-Itemized Transactions with this Payee/Payer		$16,744
Total of All Transactions with this Payee/Payer for This Schedule		$63,682
LEGAL SERVICES	07/24/2020	$12,595
LEGAL SERVICES	09/22/2020	$5,174
LEGAL SERVICES	10/19/2020	$8,788
LEGAL SERVICES	11/19/2020	$8,476
LEGAL SERVICES	12/30/2020	$11,905

Name and Address
(A)

SCHWARTZ STEINSAPIR DOHRMANN & SOMMERS, LLP
STE 2000
6300 WILSHIRE BLVD.
LOS ANGELES
CA
90048

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,433
Total Non-Itemized Transactions with this Payee/Payer		$16,413
Total of All Transactions with this Payee/Payer for This Schedule		$21,846
LEGAL SERVICES	05/01/2020	$5,433

Name and Address
(A)

SPINELLI GRAPHICS
STE 2
10631 BLOOMFIELD AVE.
LOS ALAMITOS
CA
90720

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$134,956
Total Non-Itemized Transactions with this Payee/Payer		$2,810
Total of All Transactions with this Payee/Payer for This Schedule		$137,766
THE WORKER NEWSLETTER	01/10/2020	$12,262
MASTER FOOD AGREEMENT	01/28/2020	$5,847
MASKS FOR MEMBERS	04/08/2020	$20,000
MASKS FOR MEMBERS	04/13/2020	$53,586
CONTRACT BOOKS	08/27/2020	$5,534
CONTRACT BOOKS	09/22/2020	$23,758
THE WORKER NEWSLETTER	10/01/2020	$13,969

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 517-319

Name and Address
(A)

MILLER PUBLIC AFFAIRS LLC

525 B STREET SUITE 1410
SAN DIEGO
CA
92101

Type or Classification
(B)

CONSULTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$60,000
CONSULTING ON ADVOCACY ISSUES	03/20/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	04/03/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	06/03/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	06/23/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	07/02/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	08/05/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	10/01/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	11/03/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	12/03/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	12/16/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	01/02/2020	$5,000
CONSULTING ON ADVOCACY ISSUES	03/20/2020	$5,000

Name and Address
(A)

NO ON PROP 22
STE 400
555 CAPITOL MALL
SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL ACTION COMMITTEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$500,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$500,000
CONTRIBUTIONS	09/21/2020	$500,000

Name and Address
(A)

UFCW PAC

2001 CAMINO DEL RIO SOUTH
SAN DIEGO
CA
92108

Type or Classification
(B)

POLITICAL ACTION COMMITTEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$76,633
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$76,633
CONTRIBUTIONS	01/31/2020	$6,184
CONTRIBUTIONS	02/29/2020	$6,136
CONTRIBUTIONS	03/31/2020	$6,140
CONTRIBUTIONS	04/30/2020	$5,895
CONTRIBUTIONS	06/30/2020	$12,749
CONTRIBUTIONS	07/31/2020	$6,679
CONTRIBUTIONS	08/31/2020	$6,661
CONTRIBUTIONS	09/30/2020	$6,623
CONTRIBUTIONS	10/31/2020	$6,650
CONTRIBUTIONS	11/30/2020	$6,453
CONTRIBUTIONS	12/31/2020	$6,463

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 517-319

Name and Address
(A)

ALBERTSONS

1421 MANHATTAN AVE
FULLERTON
CA
92831

Type or Classification
(B)

GROCERY STORE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$47,520
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$47,520
MEMBER WELFARE GIFT CARDS	03/25/2020	$19,020
MEMBER WELFARE GIFT CARDS	05/20/2020	$9,500
MEMBER WELFARE GIFT CARDS	07/02/2020	$19,000

Name and Address
(A)

ALLIANCE SAN DIEGO

PO BOX 12266
SAN DIEGO
CA
92112

Type or Classification
(B)

NONPROFIT ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,500
Total Non-Itemized Transactions with this Payee/Payer		$2,500
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
SPONSORSHIP CONTRIBUTION	12/30/2020	$7,500

Name and Address
(A)

JACOBS & CUSHMAN SAN DIEGO FOOD BANK

9850 DISTRIBUTION AVE
SAN DIEGO
CA
92121

Type or Classification
(B)

NONPROFIT ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$1,500
Total of All Transactions with this Payee/Payer for This Schedule		$6,500
SPONSORSHIP CONTRIBUTION	05/18/2020	$5,000

Name and Address
(A)

PARTNERSHIP FOR A BETTER SAN DIEGO
STE 403
3737 CAMINO DEL RIO SOUTH
SAN DIEGO
CA
92108

Type or Classification
(B)

NONPROFIT ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,000
Total Non-Itemized Transactions with this Payee/Payer		$1,705
Total of All Transactions with this Payee/Payer for This Schedule		$51,705
SPONSORSHIP CONTRIBUTION	03/20/2020	$50,000

Name and Address
(A)

SAN DIEGO & IMPERIAL COUNT. LABOR COUNCIL, AFL-CIO
STE 403
3737 CAMINO DEL RIO SOUTH
SAN DIEGO
CA
92108

Type or Classification
(B)

NONPROFIT ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$80,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$80,000
SPONSORSHIP CONTRIBUTION	08/05/2020	$15,000
SPONSORSHIP CONTRIBUTION	08/24/2020	$50,000
SPONSORSHIP CONTRIBUTION	11/20/2020	$15,000

Name and Address
(A)

STATER BROTHERS

301 S TIPPECANOE AVE
SAN BERNARDINO
CA
92408

Type or Classification
(B)

GROCERY STORE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,400
Total Non-Itemized Transactions with this Payee/Payer		$800
Total of All Transactions with this Payee/Payer for This Schedule		$10,200
MEMBER WELFARE GIFT CARDS	03/25/2020	$9,400

Name and Address
(A)

THE LEUKEMIA AND LYMPHOMA SOCIETY
SUITE 200
3 INTERNATIONAL DRIVE
RYE BROOK
NY
10573

Type or Classification
(B)

NONPROFIT ORGANIZATION

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
SPONSORSHIP CONTRIBUTION	08/27/2020	$5,000

Name and Address
(A)

UFCW & EMPLOYERS BENEFIT FUND
4100

CONCORD
CA
94452-4100

Type or Classification
(B)

TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,341
Total of All Transactions with this Payee/Payer for This Schedule		$5,341

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 517-319

Name and Address
(A)

A-1 SELF STORAGE

1501 FRAZEE ROAD
SAN DIEGO
CA
92108

Type or Classification
(B)

STORAGE FACILITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,822
Total of All Transactions with this Payee/Payer for This Schedule		$5,822

Name and Address
(A)

ACTION MAIL

230 NORTH MARKET PLACE
ESCONDIDO
CA
92029

Type or Classification
(B)

DIRECT MAIL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,246
Total of All Transactions with this Payee/Payer for This Schedule		$5,246

Name and Address
(A)

ALLIANT INSURANCE SERVICES, INC.
FL 6
701 B ST
SAN DIEGO
CA
92101

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$54,232
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$54,232
UNION LIABILITY INSURANCE	03/13/2020	$54,232

Name and Address
(A)

ARC DOCUMENT SOLUTIONS, LLC

345 CLINTON ST.
COSTA MESA
CA
92626

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$12,842
Total of All Transactions with this Payee/Payer for This Schedule		$12,842

Name and Address
(A)

AT&T ALARM
5025

CAROL STREAM
IL
60197

Type or Classification
(B)

TELECOMMUNICATIONS PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,021
Total of All Transactions with this Payee/Payer for This Schedule		$6,021

Name and Address
(A)

AT&T CELL
6463

CAROL STREAM
IL
60197-6463

Type or Classification
(B)

TELECOMMUNICATIONS PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,951
Total of All Transactions with this Payee/Payer for This Schedule		$15,951

Name and Address
(A)

AT&T NORTH COUNTY
5019

CAROL STREAM
IL
60197-5019

Type or Classification
(B)

TELECOMMUNICATIONS PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$22,367
Total of All Transactions with this Payee/Payer for This Schedule		$22,367

Name and Address
(A)

BASIC BUSINESS IT CONSULTING SERVICES

4726 W MOUNTAIN VIEW DR
SAN DIEGO
CA
92116

Type or Classification
(B)

IT MANAGEMENT AND CONSULTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$28,769
Total of All Transactions with this Payee/Payer for This Schedule		$28,769

Name and Address
(A)

BRILLIANT GENERAL MAINTENANCE
STE B
2125 E HOWELL AVE.
ANAHEIM
CA
92806

Type or Classification
(B)

JANITORIAL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$21,327
Total of All Transactions with this Payee/Payer for This Schedule		$21,327

Name and Address
(A)

CALIFORNIA BANK AND TRUST
200
11622 EL CAMINO REAL
SAN DIEGO
CA
92130

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,666
Total of All Transactions with this Payee/Payer for This Schedule		$11,666

Name and Address
(A)

CENTREXIT
STE 1400
3131 CAMINO DEL RIO N.
SAN DIEGO
CA
92108

Type or Classification
(B)

IT MANAGEMENT AND CONSULTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$3,850
Total of All Transactions with this Payee/Payer for This Schedule		$3,850

Name and Address
(A)

COMPLETE OFFICE

10948 WILLOW CT
SAN DIEGO
CA
92127

Type or Classification
(B)

OFFICE SUPPLIES VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,125
Total of All Transactions with this Payee/Payer for This Schedule		$15,125

Name and Address
(A)

GREEN HARVEST ENTERPRISES
462810

ESCONDIDO
CA
92046

Type or Classification
(B)

PROPERTY MANAGER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$29,378
Total of All Transactions with this Payee/Payer for This Schedule		$29,378

Name and Address
(A)

IL FORNAIO

1333 FIRST STREET
CORONADO
CA
92118

Type or Classification
(B)

RESTAURANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,143
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,143
HOLIDAY LUNCHEON	01/02/2020	$6,143

Name and Address
(A)

JACKSON & BLANC

7929 ARJONS DR
SAN DIEGO
CA
92126-4301

Type or Classification
(B)

EQUIPMENT LESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,979
Total of All Transactions with this Payee/Payer for This Schedule		$7,979

Name and Address
(A)

MILLER KAPLAN ARASE LLP

4123 LANKERSHIM BLVD.
NORTH HOLLYWOOD
CA
91602

Type or Classification
(B)

CPA FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$56,583
Total Non-Itemized Transactions with this Payee/Payer		$4,000
Total of All Transactions with this Payee/Payer for This Schedule		$60,583
ACCOUNTING AND AUDIT SERVICES	02/10/2020	$10,000
ACCOUNTING AND AUDIT SERVICES	03/02/2020	$15,000
2019 PREPARATION OF FORM LM-2 REPORT	03/02/2020	$6,495
ACCOUNTING AND AUDIT SERVICES	04/03/2020	$11,000
2019 PREPARATION OF FORM LM-2 REPORT	04/03/2020	$9,088
ACCOUNTING AND AUDIT SERVICES	10/01/2020	$5,000

Name and Address
(A)

OTIS ELEVATOR CO.

DEPT. LA 21684
PASADENA
CA
91185

Type or Classification
(B)

MECHANICAL CONTRACTORS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,491
Total of All Transactions with this Payee/Payer for This Schedule		$6,491

Name and Address
(A)

PACIFIC WESTERN BANK
131207

CARLSBAD
CA
92013-1207

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$22,698
Total of All Transactions with this Payee/Payer for This Schedule		$22,698

Name and Address
(A)

PROCOPIO, CORY, HARGREAVES & SAVITCH LLP
STE 400
12544 HIGH BLUFF DRIVE
SAN DIEGO
CA
92130

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$13,866
Total of All Transactions with this Payee/Payer for This Schedule		$18,866
LEGAL SERVICES FOR REAL ESTATE ISSUES	08/10/2020	$5,000

Name and Address
(A)

QUADIENT LEASING USA, INC
123682
DEPT. 3682
DALLAS
TX
75312

Type or Classification
(B)

EQUIPMENT LESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,116
Total of All Transactions with this Payee/Payer for This Schedule		$10,116

Name and Address
(A)

SASQUATCH SCREEN PRINTING & EMBROIDERY
STE H
810 SW 34TH ST.
RENTON
WA
98057

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,488
Total of All Transactions with this Payee/Payer for This Schedule		$6,488

Name and Address
(A)

SDG&E
25111

SANTA ANA
CA
92799

Type or Classification
(B)

UTILITIES COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$34,265
Total of All Transactions with this Payee/Payer for This Schedule		$34,265

Name and Address
(A)

SPINELLI GRAPHICS
STE 2
10631 BLOOMFIELD AVE.
LOS ALAMITOS
CA
90720

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,596
Total of All Transactions with this Payee/Payer for This Schedule		$6,596

Name and Address
(A)

SSD SYSTEMS

1740 N LEMON STREET
ANAHEIM
CA
92801

Type or Classification
(B)

ALARM MONITORING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,333
Total of All Transactions with this Payee/Payer for This Schedule		$8,333

Name and Address
(A)

STAPLES BUSINESS ADVANTAGE
660409

DALLAS
TX
75266

Type or Classification
(B)

OFFICE SUPPLIES VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,326
Total of All Transactions with this Payee/Payer for This Schedule		$6,326

Name and Address
(A)

STATE FARM
680001
INSURANCE SUPPORT CENTER
DALLAS
TX
75368-0001

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,930
Total Non-Itemized Transactions with this Payee/Payer		$44
Total of All Transactions with this Payee/Payer for This Schedule		$7,974
BUILDING INSURANCE	06/09/2020	$7,930

Name and Address
(A)

U.S. BANK EQUIPMENT FINANCE
790448

SAINT LOUIS
MO
63179

Type or Classification
(B)

EQUIPMENT LESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,521
Total Non-Itemized Transactions with this Payee/Payer		$5,460
Total of All Transactions with this Payee/Payer for This Schedule		$13,981
COPY MACHINE LEASE PAYMENTS	03/13/2020	$8,521

Name and Address
(A)

WASTE MANAGEMENT
541065

LOS ANGELES
CA
90054

Type or Classification
(B)

DISPOSAL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,405
Total of All Transactions with this Payee/Payer for This Schedule		$8,405

Name and Address
(A)

WINDSTREAM
9001013

LOUISVILLE
KY
40290

Type or Classification
(B)

TELECOMMUNICATIONS PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,273
Total Non-Itemized Transactions with this Payee/Payer		$2,558
Total of All Transactions with this Payee/Payer for This Schedule		$7,831
LEASE AGREEMENT TERMINATION FEES	06/30/2020	$5,273

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 517-319

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS

FILE NUMBER: 517-319

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$505,913
HEALTH AND WELFARE BENEFITS	UFCW JOINT TRUST FUNDS	$277,177
PENSION BENEFITS	UFCW JOINT TRUST FUNDS	$140,201
PENSION BENEFITS	UFCW BENEFITS SAVINGS RETIREE	$24,897
HEALTH AND WELFARE RETIREE BENEFITS	UFCW INTERNATIONAL UNION	$44,679
WORKERS COMPENSATION INSURANCE	AMTRUST	$14,425
ACCIDENTAL DEATH	THE ANDREW AGENCY	$3,710
ACCIDENTAL DEATH	AR ASSOCIATES	$824

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 517-319

Question 10: UFCW UNIONS & FOOD EMPLOYERS BENEFIT FUND, 6425 KATELLA AVENUE, CYPRESS CA 90630. BENEFITS PROVIDED-HEALTH, WELFARE, DENTAL, PSYCHIATRIC & PRESCRIPTIONS. EIN 95-2301788, PLAN#501 UFCW UNIONS & FOOD EMPLOYERS JOINT TRUST FUND, 6425 KATELLA AVENUE, CYPRESS CA 90630. BENEFITS PROVIDED - PENSION. EIN 95-1939092, PLAN#001 UFCW UNIONS & FOOD EMPLOYERS SUPPLEMENTARY FUND, 6425 KATELLA AVENUE, CYPRESS CA 90630. BENEFITS PROVIDED SUPPLEMENTAL DISABILITY & UNEMPLOYMENT. EIN 95-6095499, PLAN#501 UFCW UNIONS & FOOD EMPLOYERS INDIVIDUAL ACCOUNT PLAN, 6425 KATELLA AVENUE, CYPRESS CA 90630. BENEFITS PROVIDED DEFINED CONTRIBUTION PENSION PLAN. EIN 33-0548757, PLAN#001 UFCW SAN DIEGO EMPLOYERS HEALTH & WELFARE FUND, 2831 CAMINO DEL RIO SOUTH, SUITE 219, SAN DIEGO CA 92108. BENEFITS PROVIDED HEALTH, WELFARE, DENTAL, PRESCRIPTIONS & VISION, EIN 95-6310045, PLAN#501 SAN DIEGO & IMPERIAL COUNTIES BUTCHERS & FOOD EMPLOYERS BENEFIT PLAN, 2831 CAMINO DEL RIO SOUTH, SUITE 219, SAN DIEGO CA 91208. BENEFITS PROVIDED -PENSION. EIN 95-6047748, PLAN#001 SO. CAL. UFCW UNIONS & DRUG EMPLOYERS TRUST FUND, 2220 HYPERION AVE, LOS ANGELES, CA 90027. BENEFITS PROVIDED HEALTH, WELFARE, DENTAL, PSYCHIATRIC, VISION & PRESCRIPTIONS. EIN 95-6474516, PLAN#501 SO. CAL. UFCW UNIONS & DRUG EMPLOYERS TRUST FUND, 2220 HYPERION AVE, LOS ANGELES, CA 90027. BENEFITS PROVIDED PENSION. EIN 51-6029925, PLAN#001 SO. CAL UFCW UNIONS & GENERAL SALES EMPLOYERS TRUST FUND, 2220 HYPERION AVE, LOS ANGELES, CA 90027. BENEFITS PROVIDED PENSION EIN 51-6029991 PLAN#001

Question 11(a):

Question 11(a): : : : : : : : : UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 135 PAC (COMMITTEE ID 1252582 FILES COMMITTEE RECIPIENT CAMPAIGN STATEMENT WITH SECRETARY OF STATE POLITICAL REFORM DIVISION. THE LOCAL UNION HAS ELECTED NOT TO INCLUDE THE PAC ACTIVITY IN THIS REPORT.

Question 12: AN AUDIT OF THE LOCAL UNION'S FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2020 WAS PERFORMED BY THE INDEPENDENT ACCOUNTING FIRM - MILLER KAPLAN ARASE LLP - CERTIFIED PUBLIC ACCOUNTANTS.

Question 15: ASSETS WITH NET BOOK VALUE OF $2,226 WERE NO LONGER IN SERVICE AND WERE DISPOSED.

Question 18: THE LOCAL UNION'S BYLAWS WERE AMENDED EFFECTIVE NOVEMBER 3, 2020 AND HAVE BEEN ATTACHED.

Schedule 13, Row1:COURTESY CLERKS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row2:FOOD CLERKS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row3:GENERAL MEMBERS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row4:MEAT CLERKS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row5:E-SHOPPERS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row6:CLINICAL LAB SCIENTIST / MEDICAL LAB TECHNICIAN - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row7:KAISER - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row8:APPENDIX F - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row9:CANNABIS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row10:CASINO - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row11:AIRPORT - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row12:CUTTERS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row13:SUGAR PLANT - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row14:FINANCIAL CORE - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row15:SPECIAL NEEDS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row16:TECHS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row17:PRESCRIPTION CLERKS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row19:PHARMACISTS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row20:WAREHOUSE - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

Schedule 13, Row18:DENTAL CLERKS - FULL DUES PAYING MEMBERS WHO HAVE VOTING RIGHTS.

General Information:



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