544-070 (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
544-070

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 WORKERS UNITED, SEIU
5. DESIGNATION (Local, Lodge, etc.) NATIONAL HEADQUARTERS	6. DESIGNATION NBR
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name EDGAR	Last Name ROMNEY
P.O Box - Building and Room Number
Number and Street 22 South 22nd Street
City Philadelphia
State PA	ZIP Code + 4 19103

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:

Lynne P Fox

PRESIDENT

71. SIGNED:

Edgar Romney

SECRETARY-TREASURER

Date:

Mar 31, 2021

Telephone Number:

215-751-9770

Date:

Mar 31, 2021

Telephone Number:

212-895-4660

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

ITEMS 10 THROUGH 21

FILE NUMBER: 544-070

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?	03/2021

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

66,174

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	2	per	Month	2	2
(b) Working Dues/Fees	N/A	per	Month	N/A	N/A
(c) Initiation Fees	N/A	per	Month	N/A	N/A
(d) Transfer Fees	N/A	per	Month	N/A	N/A
(e) Work Permits	N/A	per	Month	N/A	N/A

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 544-070

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$746,848	$1,218,206
23. Accounts Receivable	1	$434,242	$343,878
24. Loans Receivable	2		$874,400
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$168,145,627	$185,803,409
27. Fixed Assets	6	$75,535	$63,749
28. Other Assets	7	$354,023	$389,687
29. TOTAL ASSETS		$169,756,275	$188,693,329

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$256,231	$149,773
31. Loans Payable	9	$15,210,286	$13,665,315
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$967,996	$916,566
34. TOTAL LIABILITIES		$16,434,513	$14,731,654

35. NET ASSETS

$153,321,762

$173,961,675

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 544-070

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$2,398
37. Per Capita Tax		$268,270
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$0
41. Dividends		$2,683,490
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$2,527,116
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$20,000
46. On Behalf of Affiliates for Transmittal to Them		$367,908
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$1,109,191
49. TOTAL RECEIPTS		$6,978,373

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,076,122
51. Political Activities and Lobbying		16	$172,181
52. Contributions, Gifts, and Grants		17	$104,400
53. General Overhead		18	$1,699,872
54. Union Administration		19	$242,275
55. Benefits		20	$374,889
56. Per Capita Tax			$12,986
57. Strike Benefits			$60,700
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$27,763
61. Loans Made		2	$894,400
62. Repayment of Loans Obtained		9	$1,400,000
63. To Affiliates of Funds Collected on Their Behalf			$367,908
64. On Behalf of Individual Members			$0
65. Direct Taxes			$75,503

66. Subtotal			$6,508,999
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$337,803
67b. Less Total Disbursed	$335,819
67c. Total Withheld But Not Disbursed			$1,984
68. TOTAL DISBURSEMENTS			$6,507,015

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 544-070

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	$267,286	$0	$267,286	$0
Totals from all other accounts receivable	$76,592	$379	$2,476	$3,417
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$343,878	$379	$269,762	$3,417
SEIU Local 800	$267,286	$0	$267,286	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 544-070

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

$894,400

$20,000

$874,400

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: New York Metropolitan Area JB
Purpose: Assistance
Security: None
Terms of Repayment: On Demand

$430,868

Name: Philadelphia Joint Board
Purpose: Assistance
Security: None
Terms of Repayment: On Demand

$292,322

Name: Rochester Regional Joint Board
Purpose: Assistance
Security: None
Terms of Repayment: On Demand

$171,210

$20,000

$151,210

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 544-070

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	$2,137,456	$2,137,456	$2,527,116	$2,527,116
Longview Core Bond Fund	$2,137,456	$2,137,456	$2,527,116	$2,527,116

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$2,527,116

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 544-070

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$27,763	$27,763	$27,763
Computer Hardware	$4,549	$4,549	$4,549
Computer Software	$23,214	$23,214	$23,214

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$27,763

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 544-070

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$175,147,465
B. Total Book Value	$182,701,409
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Amalgamated Bank Common A Stock	$137,767,212
Long View Core Bond Fund	$37,380,253

Other Investments
D. Total Cost	$3,102,000
E. Total Book Value	$3,102,000
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.

ALICO Preferred Stock	$2,100,000
Ramblers Way Farm, Inc.	$1,000,000

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

$185,803,409

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 544-070

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)

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$1,348

E. Other Fixed Assets

$189,032

$125,283

$63,749

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

$190,380

$126,631

$63,749

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 544-070

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$389,687
Dividend Receivable	$31,660
Prepaid Expense	$4,282
Prepaid Insurance	$115,595
Advances	$238,150

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 544-070

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	$149,773	$0	$0	$115
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$149,773	$0	$0	$115

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 544-070

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	$15,210,286	$0	$1,400,000	$144,971	$13,665,315
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
SEIU	$15,210,286	$0	$1,400,000	$144,971	$13,665,315

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 544-070

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$916,566
Accrued Vacation Payable	$107,790
Post Retirement Benefit Liability	$733,203
Accrued Expenses	$72,556
Payroll Deductions Payable	$3,017

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 544-070

(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

Fox , Lynne
President
C

$210,944

$4,800

$8,481

$224,225

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

25 %

A
B
C

Romney , Edgar
Secretary-Treasurer
C

$52,100

$6,600

$4,399

$63,099

Schedule 15
Representational Activities

40 %

Schedule 16
Political Activities and Lobbying

15 %

Schedule 17
Contributions

15 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

25 %

A
B
C

Fowlie , Barry
Executive Vice President
C

Schedule 15
Representational Activities

66 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

4 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

20 %

A
B
C

Melman , David
Executive Vice President
C

$35,000

$6,129

$41,129

Schedule 15
Representational Activities

61 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

25 %

A
B
C

Arroyo , Alberto
Vice President
C

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

8 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

8 %

A
B
C

Baumann , Chris
Vice President
C

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

90 %

A
B
C

Bonadonna, Jr. , Gary
Vice President
C

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Bracero-Kelly , Julie
Vice President
C

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

30 %

A
B
C

Brown , Clayola
Vice President
C

$112,012

$414

$112,426

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

50 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

40 %

A
B
C

Duarte , Christopher
Vice President
C

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

25 %

A
B
C

Gunaratna , Vasanthe
Vice President
C

Schedule 15
Representational Activities

60 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

Hanshew , Naomi
Vice President
C

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

15 %

A
B
C

Hervey , Billie J
Vice President
C

$103,564

$7,138

$3,880

$114,582

Schedule 15
Representational Activities

75 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

Jones, Sr. , Patrick
Vice President
C

Schedule 15
Representational Activities

28 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

58 %

A
B
C

Minter , Richard
Vice President
C

$80,045

$19,478

$735

$100,258

Schedule 15
Representational Activities

75 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

Rivera , Maria
Vice President
C

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

35 %

A
B
C

St-Marseille , Claude
Vice President
N

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

35 %

Total Officer Disbursements	$593,665	$18,538	$42,781	$735	$655,719
Less Deductions					$211,502
Net Disbursements					$444,217

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 544-070

(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

Ang , Dawn
Special Projects Coordin
None

$60,000

$74

$60,074

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

5 %

A
B
C

Correa , Lidia
Retiree Services Aide
None

$14,875

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

Freeman , Robert
Director of Finance
None

$90,077

$652

$90,729

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

27 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

35 %

Schedule 19
Administration

25 %

A
B
C

Jordan , Katie
Retiree Association Presi
None

$12,500

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

Katz , Ira
Associate General Counsel
None

$25,504

$1,511

$27,015

Schedule 15
Representational Activities

79 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

21 %

A
B
C

Levinson , Mark
Policy Director
None

$117,422

$192

$117,614

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

90 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

Ryzak , Cyryl
Researcher
None

$19,975

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Young , Erin
Political Director
Philadelphia Joint Board

$10,140

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

90 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$6,923

$950

$7,873

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 %

Total Employee Disbursements	$357,416	$0	$3,379	$0	$360,795
Less Deductions					$126,301
Net Disbursements					$234,494

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 544-070

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	66,174
Agency Fee Payers*	987
Total Members/Fee Payers	67,161
*Agency Fee Payers are not considered members of the labor organization.
Full Time Members	65,877	Yes
Part Time Members	297	Yes

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 544-070

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$731,052
2. Named Payer Non-itemized Receipts	$365,193
3. All Other Receipts	$12,946
4. Total Receipts	$1,109,191

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$20,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$78,308
4. To Employees	$2,722
5. All Other Disbursements	$3,370
6. Total Disbursements	$104,400

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$604,301
2. Named Payee Non-itemized Disbursements	$63,950
3. To Officers	$329,194
4. To Employees	$53,394
5. All Other Disbursements	$25,283
6. Total Disbursements	$1,076,122

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$1,304,665
2. Named Payee Non-itemized Disbursements	$167,152
3. To Officers	$49,234
4. To Employees	$119,820
5. All Other Disbursements	$59,001
6. Total Disbursements	$1,699,872

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$40,392
4. To Employees	$131,364
5. All Other Disbursements	$425
6. Total Disbursements	$172,181

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$21,442
2. Named Payee Non-itemized Disbursements	$55
3. To Officers	$158,593
4. To Employees	$53,496
5. All Other Disbursements	$8,689
6. Total Disbursements	$242,275

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 544-070

Name and Address
(A)

701-703 McCarter Holding Building Building Corp. I

701-703 McCarter Highway
Newark
NJ
07102

Type or Classification
(B)

Building Corp.

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,133
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$9,133
Reimburse For Insurance	06/24/2020	$9,133

Name and Address
(A)

A. Philip Randolph Institute

815 16th Street, NW, 3rd Fl
Washington
DC
20006

Type or Classification
(B)

Charitable Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$98,330
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$98,330
Reimburse For Salary & Expenses	01/27/2020	$8,997
Reimburse For Salary & Expenses	02/28/2020	$11,092
Reimburse For Salary & Expenses	04/06/2020	$9,185
Reimburse For Salary & Expenses	05/12/2020	$9,248
Reimburse For Salary & Expenses	07/22/2020	$9,249
Reimburse For Salary & Expenses	07/22/2020	$9,248
Reimburse For Salary & Expenses	07/22/2020	$11,406
Reimburse For Salary & Expenses	08/26/2020	$11,407
Reimburse For Salary & Expenses	10/14/2020	$9,249
Reimburse For Salary & Expenses	10/14/2020	$9,249

Name and Address
(A)

Alliant Insurance

32 Old Slip
New York
NY
10005

Type or Classification
(B)

Insurance Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,780
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,780
Refund Insurance	01/14/2020	$7,780

Name and Address
(A)

Amalgamated Bank

275 Seventh Avenue
New York
NY
10001

Type or Classification
(B)

Bank

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,936
Total of All Transactions with this Payee/Payer for This Schedule		$6,936

Name and Address
(A)

Amalgamated Life & Insurance Company Insurance

333 South Ashland Avenue
Chicago
IL
60607

Type or Classification
(B)

Insurance Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,234
Total Non-Itemized Transactions with this Payee/Payer		$524
Total of All Transactions with this Payee/Payer for This Schedule		$6,758
Reimburse For Insurance	07/15/2020	$6,234

Name and Address
(A)

Amalgamated National Health & Welfare Fund

333 Westchester Avenue
White Plains
NY
10604

Type or Classification
(B)

Health & Welfare Fund

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$16,130
Total of All Transactions with this Payee/Payer for This Schedule		$16,130

Name and Address
(A)

Amalgamated Social Benefits

333 South Ashland Avenue
Chicago
IL
60607

Type or Classification
(B)

Health & Welfare Fund

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,085
Total of All Transactions with this Payee/Payer for This Schedule		$5,085

Name and Address
(A)

Chicago & Midwest Regional Joint Board

333 South Ashland Avenue
Chicago
IL
60607

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$87,827
Total Non-Itemized Transactions with this Payee/Payer		$3,325
Total of All Transactions with this Payee/Payer for This Schedule		$91,152
Reimburse For Insurance	05/27/2020	$68,016
Reimburse For Insurance	06/16/2020	$19,811

Name and Address
(A)

Laundry Distribution & Food Service Affiliate Boar

701-703 McCarter Highway
Newark
NJ
07102

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$93,184
Total Non-Itemized Transactions with this Payee/Payer		$2,009
Total of All Transactions with this Payee/Payer for This Schedule		$95,193
Reimburse For Insurance	01/22/2020	$5,500
Reimburse For Insurance	02/20/2020	$5,500
Reimburse For Insurance	04/06/2020	$5,500
Reimburse For Insurance	05/12/2020	$5,500
Reimburse For Insurance	06/30/2020	$18,063
Reimburse For Insurance	06/30/2020	$5,350
Reimburse For Insurance	10/14/2020	$5,350
Reimburse For Insurance	12/02/2020	$10,321
Reimburse For Insurance	12/02/2020	$26,750
Reimburse For Insurance	12/23/2020	$5,350

Name and Address
(A)

Local 50

527 South Harbor Boulevard
Anaheim
CA
92805

Type or Classification
(B)

Local Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,612
Total of All Transactions with this Payee/Payer for This Schedule		$6,612

Name and Address
(A)

Mid-Atlantic Regional Joint Board

5735 Industry Lane
Frederick
MD
21704

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,670
Total Non-Itemized Transactions with this Payee/Payer		$43,027
Total of All Transactions with this Payee/Payer for This Schedule		$48,697
Reimburse For Insurance	09/16/2020	$5,670

Name and Address
(A)

Pennsylvania Joint Board

5050 West Tilghman Street,
Allentown
PA
18104

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$50,421
Total of All Transactions with this Payee/Payer for This Schedule		$50,421

Name and Address
(A)

Philadelphia Joint Board

22 South 22nd Street
Philadelphia
PA
19103

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,784
Total of All Transactions with this Payee/Payer for This Schedule		$15,784

Name and Address
(A)

SEIU

1800 Massachusetts Ave, NW
Washington
DC
20036

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$249,961
Total Non-Itemized Transactions with this Payee/Payer		$205,715
Total of All Transactions with this Payee/Payer for This Schedule		$455,676
Organizing Subsidy	03/20/2020	$11,667
Organizing Subsidy	03/20/2020	$11,667
Organizing Subsidy	03/20/2020	$11,667
Reimburse For Salary & Expenses	03/26/2020	$6,061
Reimburse For Salary & Expenses	03/26/2020	$7,338
Reimburse For Salary & Expenses	03/26/2020	$6,061
Reimburse For Salary & Expenses	03/26/2020	$7,338
Reimburse For Salary & Expenses	03/26/2020	$6,170
Organizing Subsidy	04/03/2020	$11,667
Organizing Subsidy	05/08/2020	$11,667
Reimburse 2020 IndustriAll Affiliation Fee	05/29/2020	$10,690
Reimburse For Salary & Expenses	05/29/2020	$6,206
Organizing Subsidy	06/05/2020	$11,667
Reimburse For Salary & Expenses	06/19/2020	$6,206
Reimburse For Salary & Expenses	06/26/2020	$7,500
Organizing Subsidy	07/03/2020	$11,667
Organizing Subsidy	08/07/2020	$11,667
Organizing Subsidy	09/11/2020	$11,667
Reimburse For Salary & Expenses	09/16/2020	$6,346
Reimburse For Salary & Expenses	09/16/2020	$6,187
Reimburse For Salary & Expenses	09/16/2020	$7,500
Reimburse For Salary & Expenses	09/16/2020	$6,187
Organizing Subsidy	10/02/2020	$11,667
Reimburse For Salary & Expenses	10/14/2020	$6,187
Organizing Subsidy	11/06/2020	$11,667
Reimburse For Salary & Expenses	11/27/2020	$7,500
Organizing Subsidy	12/04/2020	$11,667
Reimburse For Salary & Expenses	12/11/2020	$6,480

Name and Address
(A)

Sidney Hillman Health Health Center (Chicago)

333 South Ashland Avenue
Chicago
IL
60607

Type or Classification
(B)

Health Center

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,422
Total Non-Itemized Transactions with this Payee/Payer		$6,127
Total of All Transactions with this Payee/Payer for This Schedule		$28,549
Reimburse For Insurance	06/09/2020	$13,321
Reimburse For Insurance	09/01/2020	$9,101

Name and Address
(A)

Southern Regional Joint Board

1777 Phoenix Parkway
Atlanta
GA
30349

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$107,221
Total Non-Itemized Transactions with this Payee/Payer		$1,370
Total of All Transactions with this Payee/Payer for This Schedule		$108,591
Reimburse For Insurance	01/27/2020	$7,700
Reimburse For Insurance	02/20/2020	$7,700
Reimburse For Insurance	03/09/2020	$7,700
Reimburse For Insurance	03/13/2020	$7,700
Reimburse For Insurance	04/28/2020	$7,700
Reimburse For Insurance	05/12/2020	$7,700
Reimburse For Insurance	06/09/2020	$10,418
Reimburse For Insurance	07/15/2020	$7,490
Reimburse For Insurance	08/12/2020	$7,490
Reimburse For Insurance	09/01/2020	$5,663
Reimburse For Insurance	09/09/2020	$7,490
Reimburse For Insurance	10/14/2020	$7,490
Reimburse For Insurance	12/23/2020	$7,490
Reimburse For Insurance	12/23/2020	$7,490

Name and Address
(A)

Western States Regional Joint Board

920 South Alvarado Street
Los Angeles
CA
90005

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,290
Total Non-Itemized Transactions with this Payee/Payer		$2,128
Total of All Transactions with this Payee/Payer for This Schedule		$45,418
Reimburse For Insurance	07/22/2020	$9,572
Reimburse For Insurance	08/05/2020	$33,718

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 544-070

Name and Address
(A)

American Airline

2702 Love Field Drive
Dallas/Fort Worth
TX
75261

Type or Classification
(B)

Airline

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,696
Total of All Transactions with this Payee/Payer for This Schedule		$8,696

Name and Address
(A)

Belinda Thielen

1110 Wolff Street
Racine
WI
53402

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,000
Total of All Transactions with this Payee/Payer for This Schedule		$12,000

Name and Address
(A)

Cohen Weiss & Simon LLP

900 Third Avenue
New York
NY
10022

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,651
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$23,651
Legal Fees	10/06/2020	$17,495
Legal Fees	10/28/2020	$6,156

Name and Address
(A)

Cuff's Point LLC
66376

Washington
DC
20035

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$180,000
Total Non-Itemized Transactions with this Payee/Payer		$3,066
Total of All Transactions with this Payee/Payer for This Schedule		$183,066
Consulting Fees & Expenses - Organizing	01/09/2020	$15,000
Consulting Fees & Expenses - Organizing	02/05/2020	$15,000
Consulting Fees & Expenses - Organizing	03/05/2020	$15,000
Consulting Fees & Expenses - Organizing	04/06/2020	$15,000
Consulting Fees & Expenses - Organizing	05/19/2020	$15,000
Consulting Fees & Expenses - Organizing	06/16/2020	$15,000
Consulting Fees & Expenses - Organizing	07/08/2020	$15,000
Consulting Fees & Expenses - Organizing	08/12/2020	$15,000
Consulting Fees & Expenses - Organizing	09/09/2020	$15,000
Consulting Fees & Expenses - Organizing	10/06/2020	$15,000
Consulting Fees & Expenses - Organizing	11/11/2020	$15,000
Consulting Fees & Expenses - Organizing	12/23/2020	$15,000

Name and Address
(A)

Edge Research, Inc.

1560 Wilson Blvd, Suite 475
Arlington
VA
22209

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,950
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$19,950
Consulting Fees - Research	12/15/2020	$19,950

Name and Address
(A)

Georgetown University

3700 O Street NW, Suite 320
Washington
DC
20057

Type or Classification
(B)

UNiversity

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$74,956
Total Non-Itemized Transactions with this Payee/Payer		$4,787
Total of All Transactions with this Payee/Payer for This Schedule		$79,743
Consulting Fees - Research	02/27/2020	$74,956

Name and Address
(A)

Gibson & Barnes LLP

119 Spadina Avenue, Ste 801
Toronto, ON
00
M5V 2L1

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,132
Total Non-Itemized Transactions with this Payee/Payer		$9,644
Total of All Transactions with this Payee/Payer for This Schedule		$14,776
Legal Fees	02/27/2020	$5,132

Name and Address
(A)

Lexis/Nexis
9584

New York
NY
10087

Type or Classification
(B)

Research Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,106
Total of All Transactions with this Payee/Payer for This Schedule		$5,106

Name and Address
(A)

Mary Beth Maxwell

7106 7th Street, NW
Washington
DC
20012

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer		$3,000
Total of All Transactions with this Payee/Payer for This Schedule		$9,000
Consulting Fees & Expenses - Research	04/16/2020	$6,000

Name and Address
(A)

Nexight Group LLC

8405 Colesville Road, 4th F
Silver Spring
MD
20910

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,040
Total of All Transactions with this Payee/Payer for This Schedule		$5,040

Name and Address
(A)

Richard Bensinger

4220 Campbell Avenue, Apt 6
Arlington
VA
22206

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$89,983
Total Non-Itemized Transactions with this Payee/Payer		$5,111
Total of All Transactions with this Payee/Payer for This Schedule		$95,094
Consulting Fees & Expenses - Organizing	01/09/2020	$7,483
Consulting Fees & Expenses - Organizing	01/23/2020	$7,500
Consulting Fees & Expenses - Organizing	01/23/2020	$7,500
Consulting Fees & Expenses - Organizing	02/27/2020	$7,500
Consulting Fees & Expenses - Organizing	04/06/2020	$7,500
Consulting Fees & Expenses - Organizing	05/12/2020	$7,500
Consulting Fees & Expenses - Organizing	06/16/2020	$15,000
Consulting Fees & Expenses - Organizing	07/22/2020	$7,500
Consulting Fees & Expenses - Organizing	09/23/2020	$7,500
Consulting Fees & Expenses - Organizing	10/14/2020	$7,500
Consulting Fees & Expenses - Organizing	11/18/2020	$7,500

Name and Address
(A)

SEIU

1800 Massachusetts Ave, NW
Washington
DC

Type or Classification
(B)

Labor UNion

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$166,825
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$166,825
Travel Expenses - Organizing	09/10/2020	$166,825

Name and Address
(A)

Strategy Consulting, Inc.

2561 Eastchester Road
Bronx
NY
10469

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$7,500
Total of All Transactions with this Payee/Payer for This Schedule		$12,500
Consulting Fees - Global	06/16/2020	$5,000

Name and Address
(A)

UXP Labs LLC

929 West Jullian Street
San Jose
CA
95126

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$13,500
Consulting Fees - Research	08/12/2020	$13,500

Name and Address
(A)

Workers United Canada Council

2800 Skymark Ave, Unit 10A
Mississauga, ON Canada
00
L4W5A7

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,304
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$19,304
Organizing Support	05/26/2020	$19,304

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 544-070

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 544-070

Name and Address
(A)

A. Philip Randolph Institute

815 16th Street, NW, 3rd Fl
Washington
DC
20006

Type or Classification
(B)

Charitable 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
Contribution	08/14/2020	$5,000

Name and Address
(A)

The Sidney Hillman Foundation Inc.

330 West 42nd Street, Suite
New York
NY
10036

Type or Classification
(B)

Charitable Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Contribution	03/17/2020	$10,000

Name and Address
(A)

UNITE HERE Education & Support Fund

275 Seventh Avenue
New York
NY
10001

Type or Classification
(B)

Labor Union

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
Contribution	06/17/2020	$5,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 544-070

Name and Address
(A)

Abila
123303

Dallas
TX
75312

Type or Classification
(B)

Accounting Software

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,459
Total of All Transactions with this Payee/Payer for This Schedule		$8,459

Name and Address
(A)

ADP, Inc.
1851 N Resler Drive MS-100

El Paso
TX
79912

Type or Classification
(B)

Payroll Service Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,915
Total of All Transactions with this Payee/Payer for This Schedule		$8,915

Name and Address
(A)

Alliant

32 Old Slip
New York
NY
10005

Type or Classification
(B)

Insurance Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$856,040
Total Non-Itemized Transactions with this Payee/Payer		$67,870
Total of All Transactions with this Payee/Payer for This Schedule		$923,910
Insurance	01/29/2020	$75,316
Insurance	03/17/2020	$37,944
Insurance	05/12/2020	$91,800
Insurance	05/12/2020	$76,000
Insurance	05/19/2020	$10,016
Insurance	05/19/2020	$9,128
Insurance	05/19/2020	$19,403
Insurance	05/19/2020	$8,907
Insurance	05/19/2020	$60,448
Insurance	05/19/2020	$30,106
Insurance	05/19/2020	$55,500
Insurance	05/19/2020	$21,318
Insurance	05/19/2020	$20,797
Insurance	06/16/2020	$10,399
Insurance	06/16/2020	$8,907
Insurance	06/16/2020	$30,106
Insurance	07/15/2020	$10,399
Insurance	07/15/2020	$8,907
Insurance	07/15/2020	$30,106
Insurance	07/30/2020	$10,399
Insurance	08/19/2020	$81,900
Insurance	08/19/2020	$8,907
Insurance	08/19/2020	$30,106
Insurance	09/23/2020	$10,399
Insurance	09/23/2020	$8,907
Insurance	09/23/2020	$30,106
Insurance	10/14/2020	$10,399
Insurance	10/14/2020	$8,907
Insurance	10/14/2020	$30,106
Insurance	11/11/2020	$10,397

Name and Address
(A)

Amalgamated Bank

275 Seventh Avenue
New York
NY
10001

Type or Classification
(B)

Bank

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,041
Total Non-Itemized Transactions with this Payee/Payer		$3,621
Total of All Transactions with this Payee/Payer for This Schedule		$53,662
Investment Manager Fees	02/26/2020	$12,422
Investment Manager Fees	05/19/2020	$12,335
Investment Manager Fees	09/15/2020	$12,580
Investment Manager Fees	11/19/2020	$12,704

Name and Address
(A)

AndCo

531 West Morse Blvd
Winter Haven
FL
32789

Type or Classification
(B)

Investment Manager

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$22,500
Investment Manager Fees	03/12/2020	$7,500
Investment Manager Fees	07/01/2020	$7,500
Investment Manager Fees	10/01/2020	$7,500

Name and Address
(A)

Buck Global LLC

500 Plaza Drive
Secaucus
NJ
07096

Type or Classification
(B)

Actuary

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,200
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$16,200
Calculation Of Post Retirement Liability	02/20/2020	$16,200

Name and Address
(A)

Cohen Weiss & Simon LLP

900 Third Avenue
New York
NY
10022

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$91,559
Total Non-Itemized Transactions with this Payee/Payer		$374
Total of All Transactions with this Payee/Payer for This Schedule		$91,933
Legal Fees	01/29/2020	$8,208
Legal Fees	02/27/2020	$7,500
Legal Fees	03/17/2020	$7,500
Legal Fees	05/04/2020	$7,500
Legal Fees	06/05/2020	$7,500
Legal Fees	07/01/2020	$7,500
Legal Fees	08/05/2020	$7,500
Legal Fees	09/02/2020	$13,047
Legal Fees	10/06/2020	$7,500
Legal Fees	10/28/2020	$7,500
Legal Fees	12/02/2020	$10,304

Name and Address
(A)

Cuff's Point LLC
66376

Washington
DC
20035

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,000
Total Non-Itemized Transactions with this Payee/Payer		$50
Total of All Transactions with this Payee/Payer for This Schedule		$60,050
Consulting Fees	01/09/2020	$5,000
Consulting Fees	02/05/2020	$5,000
Consulting Fees	03/05/2020	$5,000
Consulting Fees	04/06/2020	$5,000
Consulting Fees	05/19/2020	$5,000
Consulting Fees	06/16/2020	$5,000
Consulting Fees	07/08/2020	$5,000
Consulting Fees	08/12/2020	$5,000
Consulting Fees	09/09/2020	$5,000
Consulting Fees	10/06/2020	$5,000
Consulting Fees	11/11/2020	$5,000
Consulting Fees	12/23/2020	$5,000

Name and Address
(A)

Dan Klores Communications, LLC

261 5th Avenue, 3rd Floor
New York
NY
10016

Type or Classification
(B)

Public Relations

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$35,000
Total Non-Itemized Transactions with this Payee/Payer		$10,000
Total of All Transactions with this Payee/Payer for This Schedule		$45,000
Public Relations	04/06/2020	$10,000
Public Relations	05/12/2020	$10,000
Public Relations	07/01/2020	$7,500
Public Relations	07/08/2020	$7,500

Name and Address
(A)

Leadership Advisors, LLC
1425 Ironwood Drive

McLean
VA
22101

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,894
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$28,894
Consulting Fees & Expenses	02/27/2020	$10,647
Consulting Fees & Expenses	07/01/2020	$18,247

Name and Address
(A)

Novak/Francella LLC
1 Presidential Blvd Ste 330

Bala Cynwyd
PA
19004

Type or Classification
(B)

Accounting Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$53,086
Total Non-Itemized Transactions with this Payee/Payer		$10,744
Total of All Transactions with this Payee/Payer for This Schedule		$63,830
Audit Fees	06/16/2020	$6,572
Audit Fees	07/15/2020	$6,723
Audit Fees	08/19/2020	$10,693
Audit Fees	09/23/2020	$9,263
Audit Fees	10/22/2020	$9,512
Audit Fees	11/11/2020	$10,323

Name and Address
(A)

Philadelphia Joint Board

22 South 22nd Street
Philadelphia
PA
19103

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,000
Total of All Transactions with this Payee/Payer for This Schedule		$12,000

Name and Address
(A)

Schulte Roth & Zabel LLP
919 Third Avenue

New York
NY
10022

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$62,399
Total Non-Itemized Transactions with this Payee/Payer		$13,465
Total of All Transactions with this Payee/Payer for This Schedule		$75,864
Legal Fees	10/22/2020	$13,925
Legal Fees	10/22/2020	$10,185
Legal Fees	12/15/2020	$20,821
Legal Fees	12/15/2020	$9,671
Legal Fees	12/15/2020	$7,797

Name and Address
(A)

Scott Goodstein, LLC
2020 12th St, NE Suite 2016

Washington
DC
20009

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,671
Total of All Transactions with this Payee/Payer for This Schedule		$6,671

Name and Address
(A)

SEIU
1800 Massachusetts Ave, NW

Washington
DC
20036

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,851
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,851
Reimburse Admin Expenses	09/10/2020	$15,851

Name and Address
(A)

Strategic Communications Consultants
62

Trumbauersville
PA
18970

Type or Classification
(B)

Communications Consultants

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,000
Total of All Transactions with this Payee/Payer for This Schedule		$12,000

Name and Address
(A)

W Diamond Group Corporation

901 West Oakton St., Ste A
Des Plaines
IL
60018

Type or Classification
(B)

Manufacturer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,095
Total Non-Itemized Transactions with this Payee/Payer		$558
Total of All Transactions with this Payee/Payer for This Schedule		$13,653
Purchase Facemasks	05/12/2020	$13,095

Name and Address
(A)

Xerox
202882

Dallas
TX
75320

Type or Classification
(B)

Copier Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,425
Total of All Transactions with this Payee/Payer for This Schedule		$12,425

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 544-070

Name and Address
(A)

Cohen Weiss & Simon LLP

900 Third Avenue
New York
NY
10022

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,479
Total Non-Itemized Transactions with this Payee/Payer		$55
Total of All Transactions with this Payee/Payer for This Schedule		$5,534
Legal Fees	03/17/2020	$5,479

Name and Address
(A)

Crowne Plaza Atlanta Airport Hotel

1325 Virginia Avenue
Atlanta
GA
30344

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,963
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,963
GEB Meeting	03/05/2020	$15,963

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 544-070

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$374,889
Life Insurance	Amalgamated National Health Fund	$63,403
Medical	Amalgamated National Health Fund	$85,877
Drug Plan	Amalgamated National Health Fund	$32,525
Dental	Amalgamated National Health Fund	$14,184
Pension	Consolidated Retirement Fund	$124,836
Medical	Manulife Financial	$12,240
Dental	Manulife Financial	$389
Disability Insurance	Prudential	$4,903
Supplemental Pension	Retired Staff Employees	$36,532

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 544-070

Item 71 Title: Edgar Romney's Title Is Secretary-Treasurer.

Question 10: Death Benefit Fund ILGWU EIN 13-3819434, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL Form 5500. Amalgamated Retirement Insurance Fund EIN 13-4920446 333, Westchester Avenue, White Plains, NY 10604, on a calendar basis, files IRS/DOL/PBGC Form 5500. National Plus Plan EIN 13-3513611 401(K) Plan, 6 Blackstone Valley Place, Lincoln, RI 02865, on a calendar basis, files IRS/DOL/PBGC Form 5500. Pension Plan Of Local 125 EIN 51-6051426, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. National Retirement Fund EIN 13-6130178, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. Amalgamated National Health Fund EIN 27-4411485, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500 Consolidated Retirement Fund EIN# 13-3177000 333 Westchester Avenue White Plains NY 10604 on a calendar basis files IRS/DOL/PBGC Form 5500

Question 11(a):

Question 11(a): : : : Workers United For Political Power EIN 26-4809424 Committee #C00462044. FEC 3X Was Filed With The FEC

Question 12: Novak/Francella LLP, Certified Public Accountants, has been retained and is performing an independent audit of the Union's financial statements for the year ending 12/31/20.

Question 15: During the year approximately 50 T-Shirts Were Given To Members. Depreciation For 2020 Was $39,549. During The Year Ended December 31, 2020 Unrealized Gains On Marketable Securities Totaled $14,812,346.

Question 18: Workers United Is Affiliated With The Service Employees International Union. On 8/8/20 The Service Employees International Union LM File #000-137 Approved The Following Changes To Their Constitution: Article IV, Section 1 Article VI, Section 1 Article XIII Section 5(a) Article XV, Section 6(c) Service Employees International Union LM File #000-137 Will File An Electronic Copy Of The New Constitution.

Schedule 1, Row1:

Schedule 1, Row1:

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 2, Row2:

Schedule 2, Row2:

Schedule 2, Row3:

Schedule 2, Row3:

Schedule 9, Row1:

Schedule 9, Row1:Mutually Agreed Upon Credit Against Loan Balance

Schedule 13, Row1:

Schedule 13, Row1:Full Time Members Have Full Voting Rights

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:Part Time Members Have Full Voting Rights

Schedule 13, Row2:

Schedule 13, Row2:



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