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
540-704
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
SERVICE EMPLOYEES
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
1989
7. UNIT NAME (if any)
MAINE STATE EMPLOYEES ASSOCIATION
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
SHELLY
Last Name
PAGE
P.O Box - Building and Room Number
Number and Street
65 STATE ST
City
AUGUSTA
State
ME
ZIP Code + 4
043305126
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:
Dean E Staffieri
PRESIDENT
71. SIGNED:
mark Landry
TREASURER
Date:
Mar 31, 2021
Telephone
Number:
207-622-3151
Date:
Mar 31, 2021
Telephone
Number:
207-595-8812
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
540-704
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?
$1,000,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
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?
Yes
19. What is the date of the labor
organization's next regular election of officers?
10/2021
20. How many members did the labor organization
have at the end of the reporting period?
8,253
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
5.40-50.00
per
Month
5.40
50.00
(b) Working Dues/Fees
per
(c) Initiation Fees
per
(d) Transfer Fees
per
(e) Work Permits
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
540-704
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$1,492,512
$1,882,959
23. Accounts Receivable
1
$166,580
$397,472
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
$0
27. Fixed Assets
6
$48,868
$49,266
28. Other Assets
7
$242,834
$230,431
29.
TOTAL ASSETS
$1,950,794
$2,560,128
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$127,805
$377,545
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$167,432
$204,569
34. TOTAL
LIABILITIES
$295,237
$582,114
35. NET
ASSETS
$1,655,557
$1,978,014
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
540-704
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$4,087,187
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$1,211
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$29,981
48. Other Receipts
14
$457,302
49. TOTAL RECEIPTS
$4,575,681
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$1,178,526
51.
Political Activities and Lobbying
16
$335,316
52.
Contributions, Gifts, and Grants
17
$26,716
53. General
Overhead
18
$771,264
54. Union
Administration
19
$198,219
55. Benefits
20
$542,068
56. Per
Capita Tax
$971,802
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$29,981
65. Direct
Taxes
$135,215
66. Subtotal
$4,189,107
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$128,959
67b. Less Total
Disbursed
$125,000
67c.
Total Withheld But Not Disbursed
$3,959
68.
TOTAL DISBURSEMENTS
$4,185,148
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
540-704
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
$382,818
$0
$0
$0
Totals from all other
accounts receivable
$14,654
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$397,472
$0
$0
$0
State of Maine
$165,067
Income Protection Dues
$2,688
American Red Cross
$630
City of Auburn
$545
CDS
$6,490
Green Valley
$1,063
Gov. Baxter School
$823
City of Lewiston
$1,272
Lewiston School
$872
Maine Maritime Academy
$8,531
Maine People's Alliance
$1,114
Maine Turnpike
$14,472
Preble Street
$2,767
Treats Falls
$454
York County
$1,629
SEIU Structural Relief Rebate
$14,570
Northeast Insurance Company Dental
$2,424
MSEA Income Protection
$156,659
MSEA Building Assoc
$3
SEA NH
$745
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
540-704
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 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
540-704
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
$0
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
540-704
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
540-704
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
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))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
540-704
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
D. Office
Furniture
and Equipment
$613,591
$564,325
$49,266
$49,266
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$613,591
$564,325
$49,266
$49,266
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
540-704
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$230,431
Investment in MSEA Building
$121,631
Prepaid Expenses
$46,414
Prepaid Payroll
$478
Prepaid Postage
$34,512
Prepaid Stater Postage
$16,078
Prepaid Tickets
$2,042
Prepaid Insurance
$9,276
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
540-704
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
$337,591
$0
$0
$0
Total from all other accounts payable
$39,954
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$377,545
$0
$0
$0
Chapter Allotments
$306,480
$0
$0
$0
Accrued Payroll Payable & Withholdings
$31,111
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
540-704
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
540-704
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$204,569
Accrued Vacation Leave
$204,569
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
540-704
(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
Welton
,
Ramona
C President P
$835
$835
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
Landry
,
Mark
E Treasurer C
$2,400
$55
$2,455
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
Staffieri
,
Dean
E President C
$13,385
$2,271
$15,656
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
Perkins
,
Allison
M Vice President N
$2,580
$1,670
$4,250
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
,
Lisa
A Secretay N
$2,400
$405
$2,805
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
Paquet
,
Calvin
Board Member N
$760
$760
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
Alvarez
,
Clara
Board Member N
$76
$76
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
Projansky
,
David
Board Member C
$181
$181
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
Rivard
,
Ginette
M Alternate Board Member C
$879
$879
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
Mitchell
,
Jason
Board Member C
$69
$69
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
Neumeyer
,
Jennifer
Board Member C
$98
$98
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
Whipple
,
Joann
Board Member C
$141
$141
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
Sherman
,
Rachel
Board Member C
$160
$160
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
Ruhlin
,
Robert
Alternate Board Member N
$362
$362
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
Butterfield
,
Steven
Board Member N
$28
$28
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
Maher
,
Thomas
Board Member C
$129
$129
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
$21,600
$0
$7,284
$0
$28,884
Less Deductions
$2,162
Net
Disbursements
$26,722
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
540-704
(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
Baillargeon
,
Theresa
A Lead Mbr Support Speciali None
$49,638
$443
$50,081
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
%
A
B
C
Bigelow
,
Lindsey
D Field Rep None
$73,880
$2,473
$76,353
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
%
A
B
C
Feeley
,
Thomas
M Chief Counsel None
$91,654
$91,654
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Gribbin
,
Joseph
O Field Rep None
$69,896
$1,097
$70,993
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
%
A
B
C
Macri
,
Anne
F Deputy General Counsel None
$82,612
$1,313
$83,925
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
MacWhinnie
,
Angels
Director of Org. & Field None
$82,612
$1,339
$83,951
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
%
A
B
C
McGuire
,
Timothy
T Field Rep None
$59,968
$3,479
$63,447
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
McGurty
,
James
J Field Rep None
$14,190
$33
$14,223
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
%
A
B
C
Porter
,
Frank
E Field Rep None
$76,702
$2,884
$79,586
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
%
A
B
C
Reilly
,
Megan
C Field Rep None
$66,762
$1,272
$68,034
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Upton-Sukeforth
,
Robin
L Field Rep None
$61,572
$2,798
$64,370
I
Schedule 15
Representational Activities
98
%
Schedule 16
Political Activities and Lobbying
2
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Watson
,
Sarah
M Organizer None
$87,722
$4,765
$92,487
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
%
A
B
C
Talbot
,
Krystal
A Field Rep None
$56,737
$2,031
$58,768
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Ray
,
Benjamin
B Project Organizer None
$11,400
$359
$11,759
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
%
A
B
C
Farkas
,
Thomas
S Communications & Training None
$76,133
$1,317
$77,450
I
Schedule 15
Representational Activities
1
%
Schedule 16
Political Activities and Lobbying
99
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
McCabe
,
Jeffrey
M Director Politics & Leg None
$77,530
$1,527
$79,057
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
99
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
1
%
A
B
C
White
,
Elizabeth
A Lead Mbr Political & Leg None
$58,000
$1,064
$59,064
I
Schedule 15
Representational Activities
2
%
Schedule 16
Political Activities and Lobbying
98
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Collins
,
Luanne
L Account Clerk VEBA & FA None
$45,913
$45,913
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
97
%
Schedule 19
Administration
3
%
A
B
C
Doody
,
Jessica
S Executive Assistant None
$79,676
$244
$79,920
I
Schedule 15
Representational Activities
2
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
79
%
Schedule 19
Administration
19
%
A
B
C
Guerette
,
Betsey
L Account Clerk FA None
$39,588
$130
$39,718
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
Levesque
,
Joan
C Receptionist None
$40,914
$241
$41,155
I
Schedule 15
Representational Activities
3
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
91
%
Schedule 19
Administration
5
%
A
B
C
Maybarduk
,
Alexander
S Executive Director None
$109,651
$39
$109,690
I
Schedule 15
Representational Activities
22
%
Schedule 16
Political Activities and Lobbying
25
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
48
%
Schedule 19
Administration
5
%
A
B
C
Nethers
,
Solomon
M IT Specialist None
$65,753
$431
$66,184
I
Schedule 15
Representational Activities
2
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
96
%
Schedule 19
Administration
2
%
A
B
C
Page
,
Shelly
R Director Finance & Admin None
$91,742
$2,194
$93,936
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
96
%
Schedule 19
Administration
3
%
A
B
C
Wing
,
Andrew
P VEBA Account SpecialistII None
$62,211
$62,211
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
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$25,776
$759
$26,535
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
50
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$1,658,232
$0
$32,232
$0
$1,690,464
Less
Deductions
$377,755
Net Disbursements
$1,312,709
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
540-704
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
8,253
Agency Fee Payers*
0
Total Members/Fee Payers
8,253
*Agency Fee Payers are
not considered members of the labor organization.
Full Time Members
6,233
Yes
Percentage Dues Members
304
Yes
Part-time Members - 60%
76
Yes
Part-time Members - 30%
1
Yes
Retiree Members
1,639
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
540-704
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$361,930
2. Named Payer
Non-itemized Receipts
$88,516
3. All Other Receipts
$6,856
4. Total
Receipts
$457,302
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$10,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$16,716
6. Total
Disbursements
$26,716
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$118,514
2. Named Payee
Non-itemized Disbursements
$35,898
3. To Officers
$0
4. To Employees
$948,199
5. All Other
Disbursements
$75,915
6. Total
Disbursements
$1,178,526
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$218,446
2. Named Payee
Non-itemized Disbursements
$70,451
3. To Officers
$0
4. To Employees
$453,420
5. All Other
Disbursements
$28,947
6. Total
Disbursements
$771,264
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$67,412
2. Named Payee
Non-itemized Disbursements
$496
3. To Officers
$0
4. To Employees
$259,812
5. All Other
Disbursements
$7,596
6. Total
Disbursements
$335,316
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$108,788
2. Named Payee
Non-itemized Disbursements
$15,984
3. To Officers
$28,884
4. To Employees
$29,038
5. All Other
Disbursements
$15,525
6. Total
Disbursements
$198,219
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
540-704
Name and Address
(A)
Key Trust
4900 Tiedeman Brooklyn OH 44144
Type or Classification
(B)
Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$41,747
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$41,747
IP Admin Fee
02/28/2020
$32,096
IP Admin Fee
11/16/2020
$9,651
Name and Address
(A)
Maine Votes
565 Congress St, Suite 200 Portland ME 04101
Type or Classification
(B)
Union
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
Digital Grant
02/19/2020
$10,000
Name and Address
(A)
Northeast Insurance Company Dental
One Delta Drive Concord NH 03301-2002
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$31,198
Total of All Transactions with this
Payee/Payer for This Schedule
$31,198
Name and Address
(A)
SEIU International Union
1800 Massachusetts Ave Washington DC 20036
Type or Classification
(B)
International Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$310,183
Total
Non-Itemized Transactions with this Payee/Payer
$57,318
Total of All Transactions with this
Payee/Payer for This Schedule
$367,501
Office Support
01/03/2020
$10,750
Office Support
02/07/2020
$10,750
Structural Relief Rebate
02/21/2020
$8,333
Office Support
02/21/2020
$10,750
Structural Relief Rebate
03/13/2020
$7,285
Office Support
04/03/2020
$10,750
Structural Relief Rebate
04/10/2020
$7,285
Office Support
05/08/2020
$10,750
Structural Relief Rebate
05/15/2020
$7,285
Office Support
06/05/2020
$10,750
Structural Relief Rebate
06/12/2020
$7,285
COPE Blitz
06/12/2020
$25,000
COPE Blitz
07/03/2020
$25,000
Office Support
07/03/2020
$10,750
Structural Relief Rebate
07/17/2020
$7,285
Office Support
08/07/2020
$10,750
Structural Relief Rebate
08/21/2020
$7,285
Office Support
09/04/2020
$10,750
Structural Relief Rebate
09/11/2020
$7,285
Office Support
10/02/2020
$10,750
Structural Relief Rebate
10/09/2020
$7,285
Political Grant
10/16/2020
$50,000
Office Support
11/06/2020
$10,750
Structural Relief Rebate
11/27/2020
$7,285
Office Support
12/04/2020
$10,750
Structural Relief Rebate
12/11/2020
$7,285
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
540-704
Name and Address
(A)
AJ Mailing Company Inc
55 Foundation Ave, Ste 3 Haverhill MA 01835
Type or Classification
(B)
Mail House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,784
Total of All Transactions with this
Payee/Payer for This Schedule
$9,784
Name and Address
(A)
Alpha Chemical Service
46 Morton Street Stoughton MA 02072
Type or Classification
(B)
Chemical Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,826
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,826
Hand Sanitizer
05/22/2020
$5,826
Name and Address
(A)
American Roots Wear
90 Bridge St, Suite 401 Westbrook ME 04092
Type or Classification
(B)
Screen Printer
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,410
Total
Non-Itemized Transactions with this Payee/Payer
$3,705
Total of All Transactions with this
Payee/Payer for This Schedule
$11,115
Promo Items
05/01/2020
$7,410
Name and Address
(A)
Ann Goslin
65 Upper Pond Rd Litchfield ME 04330
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,200
Total of All Transactions with this
Payee/Payer for This Schedule
$7,200
Name and Address
(A)
ARC Excess & Surplus LLC PO Box 9012 113 S Service Road Jerico NY 11753
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$19,678
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$19,678
Lawyers Insurance
02/13/2020
$9,878
Lawyers Insurance
12/22/2020
$9,800
Name and Address
(A)
Johnson, Webbert & Garvan, LLP
160 Capitol Street, Suite 3 Augusta ME 04330
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,304
Total
Non-Itemized Transactions with this Payee/Payer
$3,765
Total of All Transactions with this
Payee/Payer for This Schedule
$9,069
Legal Services
07/31/2020
$5,304
Name and Address
(A)
Maine People's Alliance
565 Congress St, Suite 200 Portland ME 04101
Type or Classification
(B)
Labor Coalition
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$67,658
Total
Non-Itemized Transactions with this Payee/Payer
$496
Total of All Transactions with this
Payee/Payer for This Schedule
$68,154
Contract Services
05/08/2020
$7,125
Contract Services
08/07/2020
$50,246
Contract Services
12/18/2020
$10,287
Name and Address
(A)
Sheila Mayberry, Esq PO Box 4888 65 Upper Pond Rd Portland ME 04101
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,671
Total of All Transactions with this
Payee/Payer for This Schedule
$5,671
Name and Address
(A)
Thomson Reuters West PO Box 6292
Carol Stream IL 60197
Type or Classification
(B)
Publishing House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,277
Total of All Transactions with this
Payee/Payer for This Schedule
$5,277
Name and Address
(A)
Timothy J Buckalew PO Box 899 160 Capitol Street, Suite 3 Westborough MA 01581
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,638
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$12,638
Arbitration
04/10/2020
$6,719
Arbitration
06/12/2020
$5,919
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
540-704
Name and Address
(A)
Maine People's Alliance
565 Congress St, Suite 200 Portland ME 04101
Type or Classification
(B)
Labor Coalitition
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$17,412
Total
Non-Itemized Transactions with this Payee/Payer
$496
Total of All Transactions with this
Payee/Payer for This Schedule
$17,908
Contract Services
05/08/2020
$7,125
Contract Services
12/18/2020
$10,287
Name and Address
(A)
Rebuild Maine Po Box 3
Auburn ME 04212
Type or Classification
(B)
Labor Coalition
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$50,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$50,000
Election 2020 Contribution
09/25/2020
$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
540-704
Name and Address
(A)
Maine Votes
565 Congress St, Suite 200 Portland ME 04101
Type or Classification
(B)
Labor Coalition
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
Table Contribution
02/28/2020
$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
540-704
Name and Address
(A)
CDW Direct PO Box 75723
Chicago IL 60675
Type or Classification
(B)
Technology Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,377
Total
Non-Itemized Transactions with this Payee/Payer
$8,678
Total of All Transactions with this
Payee/Payer for This Schedule
$16,055
Office Technology
01/24/2020
$7,377
Name and Address
(A)
Cross Insurance 2331 Congress St
Portland ME 04102
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,190
Total
Non-Itemized Transactions with this Payee/Payer
$3,739
Total of All Transactions with this
Payee/Payer for This Schedule
$13,929
Insurance
06/19/2020
$10,190
Name and Address
(A)
Firstlight PO Box 1301
Williston VT 05495
Type or Classification
(B)
Communications Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,128
Total of All Transactions with this
Payee/Payer for This Schedule
$7,128
Name and Address
(A)
Gray, Gray, & Gray
150 Royall St, Suite 102 Canton MA 02021
Type or Classification
(B)
Technology Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$16,932
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$16,932
Software Maintenance
10/02/2020
$16,932
Name and Address
(A)
Grossman Marketing Group 30 Cobble Hill Rd 30 Cobble Hill Rd Somerville MA 02143
Type or Classification
(B)
Print House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,314
Total of All Transactions with this
Payee/Payer for This Schedule
$8,314
Name and Address
(A)
HP Inc. PO Box 742881
Los Angeles CA 90074
Type or Classification
(B)
Technology Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,045
Total
Non-Itemized Transactions with this Payee/Payer
$1,188
Total of All Transactions with this
Payee/Payer for This Schedule
$10,233
Computers
01/17/2020
$9,045
Name and Address
(A)
Michaud Accounting Solutions PO Box 236 7 Oak Hill Terrace, Ste 108 Scarborough ME 04074
Type or Classification
(B)
Accounting /Software Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$38,844
Total
Non-Itemized Transactions with this Payee/Payer
$9,126
Total of All Transactions with this
Payee/Payer for This Schedule
$47,970
Accounting and Software Consulting
03/13/2020
$20,000
Accounting and Software Consulting
12/11/2020
$5,344
Accounting and Software Consulting
12/31/2020
$13,500
Name and Address
(A)
MSEA Building Association 65 State St 65 State St Augusta ME 04330
Type or Classification
(B)
Holding Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$76,800
Total
Non-Itemized Transactions with this Payee/Payer
$15,744
Total of All Transactions with this
Payee/Payer for This Schedule
$92,544
Office Rent
01/10/2020
$6,400
Office Rent
02/07/2020
$6,400
Office Rent
03/13/2020
$6,400
Office Rent
04/10/2020
$6,400
Office Rent
05/01/2020
$6,400
Office Rent
06/05/2020
$6,400
Office Rent
07/24/2020
$6,400
Office Rent
08/21/2020
$6,400
Office Rent
09/04/2020
$6,400
Office Rent
10/02/2020
$6,400
Office Rent
11/06/2020
$6,400
Office Rent
12/04/2020
$6,400
Name and Address
(A)
Runyon, Kersteen, Ouellette 20 Long Creek Drive
South Portland ME 04106
Type or Classification
(B)
Accounting Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$16,437
Total
Non-Itemized Transactions with this Payee/Payer
$8,313
Total of All Transactions with this
Payee/Payer for This Schedule
$24,750
Audit and Tax Services
03/06/2020
$16,437
Name and Address
(A)
Systems Engineering
120 Exchange St Portland ME 04101
Type or Classification
(B)
Technology Consulting
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$17,524
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$17,524
Consulting/conversion new phones
12/30/2020
$9,010
Headsets
12/30/2020
$8,514
Name and Address
(A)
Travelers PO Box 660317
Dallas TX 75266
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,221
Total of All Transactions with this
Payee/Payer for This Schedule
$8,221
Name and Address
(A)
UnionWare PO Box 930473
Atlanta GA 31193
Type or Classification
(B)
Technology Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$25,297
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$25,297
Software Maintenance
02/14/2020
$25,297
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
540-704
Name and Address
(A)
BMEU
79 Postal Service Way Scarborough ME 04074
Type or Classification
(B)
Mail House
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
Stater Postage
08/21/2020
$10,000
Name and Address
(A)
MTM Acquisition, Inc.
295 Gannett Drive South Portland ME 04106
Type or Classification
(B)
Print House
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,794
Total of All Transactions with this
Payee/Payer for This Schedule
$9,794
Name and Address
(A)
Pitney Bowes Reserve Account PO Box 223648
Pittsburgh PA 15250
Type or Classification
(B)
Postage Meter Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$8,000
Postage
10/09/2020
$8,000
Name and Address
(A)
Postmaster
Augusta ME 04330
Type or Classification
(B)
US Postal Service
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,500
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$15,500
Postage
12/18/2020
$15,500
Name and Address
(A)
Treasurer State of Maine - Leave/MSEA Pres
29 SHS 101 Hospital Street Augusta ME 04333
Type or Classification
(B)
State Government
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,379
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$7,379
Union Leave
04/03/2020
$7,379
Name and Address
(A)
Treasurer State of Maine (DOL Pres Pay) DOL Security Employment Svc 108 State House Station Augusta ME 04333
Type or Classification
(B)
State Government
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$67,909
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$67,909
Union Leave
03/06/2020
$7,690
Union Leave
06/26/2020
$11,450
Union Leave
10/23/2020
$34,978
Union Leave
11/20/2020
$13,791
Name and Address
(A)
Treasurer,State of Maine Leave Vice Pres DHHS - Human Resources Station #11 109 Capitol St Augusta ME 04333
Type or Classification
(B)
State Government
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,190
Total of All Transactions with this
Payee/Payer for This Schedule
$6,190
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
540-704
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$542,068
Employer Pension Plan Contribution
Fidelity FPRS
$111,047
Health Insurance
Anthem Blue Cross Blue Shield
$360,558
Dental Insurance
Northeast Delta Dental
$32,970
Group Life Insurance
MEPERS
$2,899
Vision Insurance
Anthem Blue Cross Blue Shield
$1,129
Workers Compensation Insurance
MEMIC
$6,138
Retiree Health Insurance
Aetna Retirees
$13,106
Retiree Medicare Reimbursement
Individual Retirees
$12,731
Retiree Group Life
MEPERS
$884
Employee Assistance Program
Maine General Community Care
$606
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
540-704
Question 12: A financial audit is performed annually, in accordance with the Constitution and By-laws of the Maine State Employees Association. The most recent audit was conducted by the CPA firm of Runyon, Kersteen & Ouelette, 20 Long Creek Drive, South Portland, ME 04106, in March of 2021.
Question 18: Changes to the By-laws were made at the Annual Meeting in October 2020. A copy of the new by-laws is attached to this submission.
Question 10: A) Subsidiary Organization: MSEA Building Association, 65 State Street, Augusta, ME 04330 (EIN 01-0416938). Purpose: A Corporation established under 501(c)(2) of the IRS to hold title to two properties at 65 and 71 State Street, Augusta, ME.
B) MSEA Income Protection Plan and Trust: Voluntary Employees' Beneficiary Association (EIN 22-2553196) Plan number 504, 65 State Street, Augusta, ME 04330
The Maine Service Employees Association provides administrative services via a contract and in accordance with ERISA regulations to the MSEA Income Protection Plan and Trust. All administrative expenses incurred by MSEA are actual and have been included for purposes of this report. All income received to reimburse MSEA for these administrative expenses as been included as income.
The Maine Service Employees Association created the MSEA Income Protection Plan (Plan) in 1984. A voluntary employees' beneficiary trust was established. The Maine Service Employees Association, Local 1989 does not select or appoint trustees. They are elected by the participants in the Plan. Participation is the Plan is voluntary, in accordance with the eligibility requirements and all premiums are paid by the participants.
Question 11(a):
Question 11(a): : 1. Political Action by Service Employees and Retirees (PASER), 65 State Street, Augusta, ME 04330 files reports with the Maine Ethics Commission.
2. MSEA PAC, 65 State Street, Augusta, ME 04330 files reports with the Maine Ethics Commission. (In-kind donations)
Schedule 1, Row1:
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Schedule 8, Row1:
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Schedule 13, Row1:
Schedule 13, Row1:::Row1: Full time members are actively employed members who work more than 32 hours per week and pay full dues
Schedule 13, Row1:
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Schedule 13, Row2:
Schedule 13, Row2:::Row2: Percentage dues members are actively employed members who pay a set percentage of their salary as dues, with a minimum and maximum dues amount.
Schedule 13, Row2:
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Schedule 13, Row3:
Schedule 13, Row3:::Row3: Part-time Members 60% are actively employed members who work more than 16 hours per week and up to 32 hours per week and pay 60% of Full-time dues
Schedule 13, Row3:
Schedule 13, Row3:::
Schedule 13, Row4:
Schedule 13, Row4:::Row4: Part-time Members 30% are actively employed members who work less than 16 hours per week and pay 30% of Full-time dues
Schedule 13, Row4:
Schedule 13, Row4:::
Schedule 13, Row5:
Schedule 13, Row5:::Row5: Retiree Members pay dues as specified in the MSEA Constitution and By-laws