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
019-903
2. PERIOD COVERED
From01/01/2020
Through12/31/2020
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
170
7. UNIT NAME (if any)

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

Number and Street
330 SOUTHWEST CUTOFF #201
City
WORCESTER
State
MA		 ZIP Code + 4
016042714


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:John P ReardonPRESIDENT71. SIGNED:shannon r GeorgeTREASURER
Date:Mar 26, 2021Telephone Number:508-612-8448Date:Mar 24, 2021Telephone Number:508-799-0551
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 019-903
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?No
19. What is the date of the labor organization's next regular election of officers?11/2021
20. How many members did the labor organization have at the end of the reporting period?4,347
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees20-98permonth2098
(b) Working Dues/Feesn/apern/an/an/a
(c) Initiation Fees60-500perinitiation60500
(d) Transfer Fees.5pertransfer.5.5
(e) Work Permitsn/apern/an/an/a

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 019-903

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $353,385$428,546
23. Accounts Receivable1$68,313$109,895
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$2,810,935$3,046,083
27. Fixed Assets6$170,689$134,866
28. Other Assets7$3,743$913
29. TOTAL ASSETS $3,407,065$3,720,303

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$120,524$108,215
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0
34. TOTAL LIABILITIES $120,524$108,215
35. NET ASSETS$3,286,541$3,612,088
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 019-903

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,635,852
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $211,019
39. Sale of Supplies $24,434
40. Interest $91,387
41. Dividends $250
42. Rents $6,000
43. Sale of Investments and Fixed Assets3$869,737
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$9,748
49. TOTAL RECEIPTS $3,848,427
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$581,410
51. Political Activities and Lobbying16$28,871
52. Contributions, Gifts, and Grants17$44,340
53. General Overhead18$270,396
54. Union Administration19$278,934
55. Benefits20$826,807
56. Per Capita Tax $701,042
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$974,014
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $171
65. Direct Taxes $67,281
  
66. Subtotal $3,773,266
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$133,885  
  67b. Less Total Disbursed$133,885  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,773,266
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 019-903

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$109,895   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $109,895$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 019-903

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 019-903

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$751,338$869,737$869,737$869,737
Sale of Investments$751,338$869,737$869,737$869,737
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$869,737
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 019-903

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$974,014$974,014$974,014
Investments$966,149$966,149$966,149
Furniture & Equipment$7,865$7,865$7,865
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$974,014
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 019-903

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$2,725,815
B. Total Book Value$3,046,083
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Congress Mid Cap Growth Instl
$535,269
  • United States Treas NTS Note Maturity Date 2/15/22
$153,147
  • United States Treas NTS Note Mat Date 11/15/23
$161,133
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)) $3,046,083
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 019-903

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)$0$0$0$0
C. Automobiles and Other Vehicles$240,708$122,154$118,554$118,554
D. Office Furniture and Equipment$184,402$168,090$16,312$16,312
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $425,110$290,244$134,866$134,866
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 019-903

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $913
Prepaid expenses$913
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 019-903

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$102,035$0$0$0
Total from all other accounts payable$6,180$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $108,215$0$0$0
International Brotherhood of Teamsters$48,512$0$0$0
Joint Council 10$11,172$0$0$0
New England Teamsters Pension Fund$18,513$0$0$0
Teamsters Local 170 Health & Welfare Fund$17,370$0$0$0
Manzi & Associates L.L.C$6,468$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 019-903

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 019-903

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 019-903

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Colonna ,  Brian  
Trustee
C		$7,345$7,345
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		D'armagnac ,  Robert  
Trustee
C		$7,345$7,345
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Davis ,  Michael  
Vice President
C		$7,345$7,345
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		George ,  Shannon  
Secretary/Treasurer
C		$109,217$4,409$113,626
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		3 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		30 %
A
B
C 		O'Keefe ,  Laura  
Trustee
C		$7,345$7,345
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Reardon ,  John  
Trustee
C		$7,670$7,670
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Rucci ,  Jacqueline  
Recording Secretary
C		$74,718$119$74,837
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bergen ,  Kenneth  
Business Agent
C		$108,538$3,985$112,523
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Foley ,  Sean  
Business Agent
C		$109,128$4,809$113,937
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Gillen ,  Elias  
Business Agent
C		$109,484$4,713$114,197
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Marks ,  Jim  
Business Agent
C		$108,532$4,697$113,229
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
Total Officer Disbursements$656,667$0$22,732$0$679,399
Less Deductions    $104,091
Net Disbursements    $575,308
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 019-903

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Lamothe ,  Thomas  
Bookkeeper
N/A		$56,181$56,181
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		50 %
A
B
C 		Massaro ,  Lindsey  
Secretary
N/A		$41,935$41,935
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Stevens ,  Shawn  
Organizer
N/A		$55,017$4,424$59,441
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Leonard ,  Sharon  
Former Bookkeeper
N/A		$25,493$25,493
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		50 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$9,330$9,330
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Employee Disbursements$187,956$0$4,424$0$192,380
Less Deductions    $29,794
Net Disbursements    $162,586
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 019-903

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 4,347 
Agency Fee Payers*38
Total Members/Fee Payers4,385 
*Agency Fee Payers are not considered members of the labor organization.
Active Members4,347Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 019-903

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$9,748
4. Total Receipts$9,748
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$15,000
2. Named Payee Non-itemized Disbursements$5,710
3. To Officers$3,409
4. To Employees$4,084
5. All Other Disbursements$16,137
6. Total Disbursements$44,340
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$17,207
2. Named Payee Non-itemized Disbursements$5,993
3. To Officers$453,979
4. To Employees$43,135
5. All Other Disbursements$61,096
6. Total Disbursements$581,410
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$95,092
2. Named Payee Non-itemized Disbursements$45,832
3. To Officers$4,545
4. To Employees$74,604
5. All Other Disbursements$50,323
6. Total Disbursements$270,396
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$26,103
4. To Employees$0
5. All Other Disbursements$2,768
6. Total Disbursements$28,871
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$11,626
3. To Officers$191,364
4. To Employees$70,559
5. All Other Disbursements$5,385
6. Total Disbursements$278,934
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 019-903

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 019-903

Name and Address
(A)
Bowditch & Dewey

311 Main Street
Worcester
MA
01615
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,207
Total Non-Itemized Transactions with this Payee/Payer$5,993
Total of All Transactions with this Payee/Payer for This Schedule$23,200
Legal Fees11/17/2020$11,382
Legal Fees12/21/2020$5,825
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 019-903

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 019-903

Name and Address
(A)
Joint Council 10

544 Main Street
Boston
MA
02129
Type or Classification
(B)
Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Nathan Burk Fund12/30/2020$10,000
Name and Address
(A)
Promotional Solutions, LLC
366

East Berlin
CT
06023
Type or Classification
(B)
Promotional items
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,710
Total of All Transactions with this Payee/Payer for This Schedule$5,710
Name and Address
(A)
Teamsters Joint Council 10 Scholarship

544 Main Street
Boston
MA
02129
Type or Classification
(B)
Scholarship Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Donation05/01/2020$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 019-903

Name and Address
(A)
Charter Communications
7173

Pasadena
CA
91109
Type or Classification
(B)
Telephone provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,399
Total of All Transactions with this Payee/Payer for This Schedule$6,399
Name and Address
(A)
Congress Wealth Management

155 Seaport Blvd 3rd Floor
Boston
MA
02210
Type or Classification
(B)
Investment Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,739
Total of All Transactions with this Payee/Payer for This Schedule$7,739
Name and Address
(A)
Connolly Printing

17B Gill Street
Woburn
MA
01801
Type or Classification
(B)
Printing Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,000
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Name and Address
(A)
Data Source

3 15 East Mountain Street
Worcester
MA
01606
Type or Classification
(B)
IT Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,965
Total of All Transactions with this Payee/Payer for This Schedule$5,965
Name and Address
(A)
Manzi & Associates L.L.C.

855 Turnpike Street
North Andover
MA
01845
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,402
Total Non-Itemized Transactions with this Payee/Payer$895
Total of All Transactions with this Payee/Payer for This Schedule$20,297
Accounting Fees06/23/2020$6,467
Accounting Fees09/22/2020$6,467
Accounting Fees12/18/2020$6,468
Name and Address
(A)
Pitney Bowes Purchase Power
371874

Pittsburg
PA
15250
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$8,058
Total of All Transactions with this Payee/Payer for This Schedule$8,058
Name and Address
(A)
Teamsters Local 170 H&W Fund

330 Southwest Cutoff
Worcester
MA
01604
Type or Classification
(B)
Trust Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$75,690
Total Non-Itemized Transactions with this Payee/Payer$4,800
Total of All Transactions with this Payee/Payer for This Schedule$80,490
Rent01/02/2020$6,594
Rent02/03/2020$6,594
Rent03/03/2020$6,594
Rent04/03/2020$6,212
Rent05/01/2020$6,212
Rent06/02/2020$6,212
Rent07/06/2020$6,212
Rent08/01/2020$6,212
Rent09/01/2020$6,212
Rent10/02/2020$6,212
Rent11/02/2020$6,212
Rent12/02/2020$6,212
Name and Address
(A)
Verizon Wireless
15062

Albany
NY
12212
Type or Classification
(B)
Telephone provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,976
Total of All Transactions with this Payee/Payer for This Schedule$5,976
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 019-903

Name and Address
(A)
Connolly Printing

17B Gill Street
Woburn
MA
01801
Type or Classification
(B)
Printing Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,626
Total of All Transactions with this Payee/Payer for This Schedule$11,626
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 019-903

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$826,807
Pension, Health Insurance, AnnuityNew England Teamsters and Trucking Pension Fund$239,941
Health & WelfareTeamsters Local 170 H&W Fund$243,256
Group Life InsuranceLincoln National Life Insurance Company$323,860
Scholarship AwardsMember beneficiaries$19,750
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 019-903


Question 10: Teamsters Local 170 Health & Welfare Fund 330 Southwest Cutoff Worcester, MA 01607 EIN: 04-2219623 The Fund provides healthcare benefits for eligible participants.

Question 11(a):

Question 11(a): Truck Drivers and Helpers Local No. 170 Political Action Committee. The PAC files with the Commonwealth of Massachusetts Campaign Political Finance.

Question 12: An audit was performed by: Manzi & Associates LLC 855 Turnpike Street North Andover, MA 01845

Question 15: Gave out jackets to members at monthly meetings. Also retired many full depreciated assets.

Schedule 8, Row1:

Schedule 8, Row1:

Schedule 8, Row2:

Schedule 8, Row2:

Schedule 8, Row3:

Schedule 8, Row3:

Schedule 8, Row4:

Schedule 8, Row4:

Schedule 8, Row5:

Schedule 8, Row5:

Schedule 13, Row1:

Schedule 13, Row1:Active members pay full dues.

Schedule 13, Row1:

Schedule 13, Row1:

General Information: The Business Agents use union automobiles for personal use, but the usage is over 50% for business. The personal usage is taxed accordingly and appears on the W-2 for each Business Agent.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)