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
039-549
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
PLUMBERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
344
7. UNIT NAME (if any)

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

Number and Street
4335 SW 44TH
City
OKLAHOMA CITY
State
OK
ZIP Code + 4
73119


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:Tyler D KincannonPRESIDENT71. SIGNED:Gary J CartwrightTREASURER
Date:Mar 31, 2021Telephone Number:405-682-4571Date:Mar 31, 2021Telephone Number:405-682-4571
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 039-549
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?$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?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2023
20. How many members did the labor organization have at the end of the reporting period?1,285
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees$34 ActiveperMonth$19$34
(b) Working Dues/Fees2.4%perGross Wage
(c) Initiation Fees$75-$500per
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 039-549

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $1,775,765$2,317,653
23. Accounts Receivable1$784$784
24. Loans Receivable2$0
25. U.S. Treasury Securities $0
26. Investments5$1,685,414$1,763,526
27. Fixed Assets6$426,088$412,782
28. Other Assets7$144
29. TOTAL ASSETS $3,888,051$4,494,889

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$0
32. Mortgages Payable $0
33. Other Liabilities10$58,624$51,344
34. TOTAL LIABILITIES $58,624$51,344
35. NET ASSETS$3,829,427$4,443,545
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 039-549

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $448,750
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $1,878,820
39. Sale of Supplies $0
40. Interest $0
41. Dividends $45,665
42. Rents $2,728
43. Sale of Investments and Fixed Assets3$710,246
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $506,189
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$10,839
49. TOTAL RECEIPTS $3,603,237
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$258,707
51. Political Activities and Lobbying16$17,120
52. Contributions, Gifts, and Grants17$95,642
53. General Overhead18$323,048
54. Union Administration19$124,406
55. Benefits20$466,457
56. Per Capita Tax $403,174
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$819,565
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $513,824
64. On Behalf of Individual Members $0
65. Direct Taxes $39,761
  
66. Subtotal $3,061,704
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$123,391  
  67b. Less Total Disbursed$123,036  
  67c. Total Withheld But Not Disbursed $355
68. TOTAL DISBURSEMENTS $3,061,349
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 039-549

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$784$0$0$0
Totals from all other accounts receivable $0 $0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $784$0$0$0
Golf Tournament Funds$784
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 039-549

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$0$0$0$0$0
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: 039-549

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$699,346$699,346$710,246$710,246
Equity RBC 321-56570$687,766$687,766$693,246$693,246
2016 Ford Pickup Truck$11,580$11,580$17,000$17,000
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$710,246
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 039-549

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$819,565$819,565$819,565
Equity RBC 321-56570$765,876$765,876$765,876
2020 Ford Pickup Truck$53,689$53,689$53,689
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$819,565
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 039-549

Description
(A)
Amount
(B)
Marketable Securities 
A. Total Cost$1,763,526
B. Total Book Value$1,763,526
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Double FDSTR
$182,502
  • Ishares Core S&P Mid Cap
$109,223
  • Vanguard Growth Fund
$158,389
  • Ishares Core Dividend Growth
$212,226
  • Vanguard Small Cap
$98,126
  • Cohen & Steers PFD Secs & Income FD
$117,244
  • Columbia FDS TR
$175,504
  • PGIM Total Return
$177,500
  • Pimco Income FD
$249,710
  • Western Asset Core Plus Bond
$176,871
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)) $1,763,526
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 039-549

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)    
Land  1 :      4335 SW 44th OKC., OK & 5315 S. Shartel OKC., OK$40,000 $40,000$0
B. Buildings (give location)    
Building  1 :      4335 SW 44th OKC., OK$999,165$899,404$99,761$0
Building  2 :      5315 S. Shartel OKC., OK$613,468$418,858$194,610$0
C. Automobiles and Other Vehicles$130,974$53,245$77,729$0
D. Office Furniture and Equipment$145,050$144,368$682$0
E. Other Fixed Assets$0$0$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,928,657$1,515,875$412,782$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 039-549

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $144
USPS Postage$144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 039-549

Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 039-549

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: 039-549

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $51,344
Cash held in Penny Check off$4,138
Organizing Fund$45,511
Employee Withholding Payable$1,695
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 039-549

(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
Cartwright ,  Gary   J
Bus Mgr/Financial Sec
C
$108,327$0$0$0$108,327
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
2 % Schedule 19
Administration
25 %
A
B
C
Kincannon ,  Tyler   D
President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
Lee ,  Darby   D
Vice-President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
Russell ,  David   W
Recording Secretary
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
Amrine ,  Dustin   R
Inside Guard
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
Rodriguez ,  Omar  
Executive Board
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Watson ,  Travis   N
Executive Board
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Blundell ,  Kristopher   V
Executive Board
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Breeden ,  Randal   R
Executive Board
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Seabourn ,  Shelby   S
Finance Committee
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Hole ,  John   B
Finance Committee
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Morgan ,  Gregory   K
Finance Committee
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
Total Officer Disbursements$108,327$0$0$0$108,327
Less Deductions     
Net Disbursements    $108,327
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 039-549

(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
Clouse ,  James   G
Business Agent
None
$100,055$0$0$0$100,055
I
Schedule 15
Representational Activities
75 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
2 % Schedule 19
Administration
20 %
A
B
C
Brouk ,  Larry   R
Business Agent
None
$100,055$0$0$0$100,055
I
Schedule 15
Representational Activities
77 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
2 % Schedule 19
Administration
15 %
A
B
C
Wicks ,  Dana   W
Administrative Assistant
None
$47,380$0$0$0$47,380
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
3 % Schedule 19
Administration
70 %
A
B
C
West ,  Cheryl   A
Secretary
None
$4,324$0$0$0$4,324
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 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$9,525$0$0$0$9,525
I Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
Total Employee Disbursements$261,339$0$0$0$261,339
Less Deductions     
Net Disbursements    $261,339
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 039-549

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 1,285 
Agency Fee Payers*
Total Members/Fee Payers1,285 
*Agency Fee Payers are not considered members of the labor organization.
Journeymen862Yes
First, Second and Third Year Apprentices113No
Fourth and Fifth Year Apprentices64Yes
Retirees152Yes
Life Members94Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 039-549

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$10,839
4. Total Receipts$10,839
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$57,500
2. Named Payee Non-itemized Disbursements$0
3. To Officers$1,083
4. To Employees$2,476
5. All Other Disbursements$34,583
6. Total Disbursements$95,642
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$75,829
4. To Employees$163,928
5. All Other Disbursements$18,950
6. Total Disbursements$258,707
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$36,379
2. Named Payee Non-itemized Disbursements$94,131
3. To Officers$2,167
4. To Employees$14,948
5. All Other Disbursements$175,423
6. Total Disbursements$323,048
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$2,167
4. To Employees$7,478
5. All Other Disbursements$7,475
6. Total Disbursements$17,120
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$27,082
4. To Employees$72,509
5. All Other Disbursements$24,815
6. Total Disbursements$124,406
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 039-549

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: 039-549

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 039-549

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: 039-549

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
Name and Address
(A)
Oklahoma City Memorial Marathon
323

Oklahoma City
OK
73101
Type or Classification
(B)
Charitable organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Contribution02/08/2020$7,500
Name and Address
(A)
Prosperity Alliance Inc.
51283

Washington
DC
20091
Type or Classification
(B)
Non-profit Corporation
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$50,000
Contribution02/27/2020$25,000
Contribution05/12/2020$25,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 039-549

Name and Address
(A)
Franco Postalia

140 N. Mitchell Ct Ste 200
Addison
IL
60101
Type or Classification
(B)
Postage & Mailing Equipment
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,750
Total of All Transactions with this Payee/Payer for This Schedule$15,750
Name and Address
(A)
HBC CPAs & Advisors

9905 N. May Ave
Oklahoma City
OK
73120
Type or Classification
(B)
Accounting/Audit Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,070
Total of All Transactions with this Payee/Payer for This Schedule$15,070
Name and Address
(A)
Integrated Software Applications

1945 Dominion Way, Ste 110
Colorado Springs
CO
80918
Type or Classification
(B)
Computer & Database Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,081
Total of All Transactions with this Payee/Payer for This Schedule$10,081
Name and Address
(A)
Luton & Co. PLLC
5440

Edmond
OK
73083
Type or Classification
(B)
Accounting Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$23,400
Total of All Transactions with this Payee/Payer for This Schedule$23,400
Name and Address
(A)
OG&E
24990

Oklahoma City
OK
73124
Type or Classification
(B)
Utility Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,143
Total of All Transactions with this Payee/Payer for This Schedule$11,143
Name and Address
(A)
Plb & Pipeftrs Joint Apprentice

5313 S. Shartel
Oklahoma City
OK
73109
Type or Classification
(B)
Apprenticeship Training Center
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,432
Total of All Transactions with this Payee/Payer for This Schedule$5,432
Name and Address
(A)
The Frank Doolittle Company

1811 NE 1st, Ste A-209
Bellvue
VA
98005
Type or Classification
(B)
Advertising & Promotional Merchandise
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,384
Total Non-Itemized Transactions with this Payee/Payer$7,030
Total of All Transactions with this Payee/Payer for This Schedule$13,414
Promotional Items02/18/2020$6,384
Name and Address
(A)
Union Insurance Group

313 W. Erie St, Ste 310
Chicago
IL
60654
Type or Classification
(B)
Insurance Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$29,995
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$29,995
Insurance Premium02/04/2020$16,540
Insurance Premium03/10/2020$13,455
Name and Address
(A)
Waste Management
43350

Phoenix
AZ
85080
Type or Classification
(B)
Waste Disposal Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,225
Total of All Transactions with this Payee/Payer for This Schedule$6,225
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 039-549

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 20 - BENEFITS FILE NUMBER: 039-549

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$466,457
Health InsuranceLocal 344 Health & Welfare Trust$62,500
Life InsuranceUnion Labor Life Insurance$240,661
PensionsUA Local Officers & Employee National Pension Fund$92,267
PensionsPlumbers & Pipefitters National Pension Fund$56,570
Annuity FundLocal 344 Annuity Fund$14,459
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 039-549


Question 10: Plumbers & Pipefitters Local 344 Health and Welfare Trust Fund, 4337 SW 44th, Oklahoma City, OK 73119, EIN 73-0950060, Plan 501, Employee Benefits Security Administration of the Department of Labor.

Question 11(a):

Question 11(a): : Plumbers and Pipefitters Local 344 PAC Fund, EIN 01-0839659

Question 11(b):

Question 11(b): : Plumbers and Pipefitters Local Union 344 Real Estate Trust, 4335 SW 44th, Oklahoma City, OK 73119. To hold title to and convey certain real property for the use and benefit of the Union. Information concerning its financial condition and operation is consolidated in this Form LM-2.

Question 12: Outside independent audit performed by HBC CPAs and Advisors, 9905 N May Ave, Oklahoma City, OK 73120.

Statement A,

Loans Receivable Begin Total: : Zero Balance, not applicable.

Statement A,Treasury Begin Total: : Zero Balance, not applicable.

Statement A,Investments Begin Total: This number matches the pre-populated number from your report. This also matches our input from 2019. There is no change to this number.

Statement A,Fixed Assets Value Begin Total: This number matches the pre-populated number from your report. This also matches our input from 2019. There is no change to this number.

Statement A,Other Asset Book Value Begin Total: : Zero Balance, not applicable.

Statement A,Mortagages Payable Begin Total: : Zero Balance, not applicable.

Statement A,Other Liabilities Amount Begin Total: This number matches the pre-populated number from your report. This also matches our input from 2019. There is no change to this number.

Schedule 1, Row1:

Schedule 1, Row1:::

Schedule 13, Row1:

Schedule 13, Row1::::Plumbers and Pipefitters who have obtained all necessary training to perform all aspects of their respective trades. These members pay full dues.

Schedule 13, Row1:

Schedule 13, Row1::::

Schedule 13, Row5:

Schedule 13, Row5::::Retired members who have reached 50 or more years of continuous membership with the United Association. These members do not pay dues.

Schedule 13, Row5:

Schedule 13, Row5::::

Schedule 13, Row2:

Schedule 13, Row2::::First, Second and Third Year Plumber, Pipefitter and HVAC Apprentices attending our Training Center to learn their respective trades. These members pay full dues. First, Second and Third Year Apprentices do not have voting rights, pursuant to Section 148(b) of the Constitution of the United Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry of the United States and Canada.

Schedule 13, Row2:

Schedule 13, Row2:::: First, Second and Third Year Apprentices do not have voting rights, pursuant to Section 148(b) of the Constitution of the United Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry of the United States and Canada.

Schedule 13, Row3:

Schedule 13, Row3:::Fourth and Fifth Year Plumber, Pipefitter and HVAC Apprentices attending our Training Center to learn their respective trades. These members pay full dues.

Schedule 13, Row3:

Schedule 13, Row3::::

Schedule 13, Row4:

Schedule 13, Row4:::: Plumbers and Pipefitters who have retired from their respective trades and have chosen to remain a member of the Union. These members pay a reduced rate of dues.

Schedule 13, Row4:

Schedule 13, Row4::::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)