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
022-853
2. PERIOD COVERED
From01/01/2020
Through12/31/2020
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
ELECTRICAL WORKERS IBEW AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
465
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
IBEW
 Last Name
LOCAL 465
P.O Box - Building and Room Number

Number and Street
7444 TRADE STREET
City
SAN DIEGO
State
CA		 ZIP Code + 4
921213413


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:Chris SimmonsPRESIDENT71. SIGNED:Michael J TasemTREASURER
Date:Mar 31, 2021Telephone Number:858-536-7444Date:Mar 31, 2021Telephone Number:858-536-7444
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 022-853
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?No
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?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2022
20. How many members did the labor organization have at the end of the reporting period?2,506
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesN/AperMonthly46.28158.95
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 022-853

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $734,434$721,220
23. Accounts Receivable1$0
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5
27. Fixed Assets6$584,385$593,663
28. Other Assets7
29. TOTAL ASSETS $1,318,819$1,314,883

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$72,310$94,117
34. TOTAL LIABILITIES $72,310$94,117
35. NET ASSETS$1,246,509$1,220,766
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 022-853

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,460,823
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $838
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$8,273
49. TOTAL RECEIPTS $2,469,934
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$730,408
51. Political Activities and Lobbying16$0
52. Contributions, Gifts, and Grants17$3,500
53. General Overhead18$285,230
54. Union Administration19$349,322
55. Benefits20$128,515
56. Per Capita Tax $879,482
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$45,013
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $61,678
  
66. Subtotal $2,483,148
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$0  
  67b. Less Total Disbursed$0  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,483,148
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 022-853

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 022-853

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 022-853

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 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 022-853

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$45,013$41,312$45,013
Ram Truck$34,000$30,600$34,000
MacbookPro 256 GB$1,409$1,268$1,409
2 - Dell XPX13 Gel Intel Core$4,000$3,600$4,000
L-Shaped Desk$1,485$1,137$1,485
Canyon Credenza$1,169$1,052$1,169
Reception Desk$2,950$3,655$2,950
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$45,013
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 022-853

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: 022-853

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      7444 TRADE STREET, SAN DIEGO, CA $306,097 $306,097$364,007
B. Buildings (give location)    
Building  1 :      7444 TRADE STREET, SAN DIEGO, CA $370,500$200,442$170,058$522,587
C. Automobiles and Other Vehicles$154,603$110,143$44,460$80,000
D. Office Furniture and Equipment$31,669$21,489$10,180$10,000
E. Other Fixed Assets$176,830$113,962$62,868$65,000
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,039,699$446,036$593,663$1,041,594
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 022-853

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 022-853

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 022-853

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 022-853

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $94,117
DUE TO INTERNATIONAL$58,934
ACCRUED PENSION$7,610
ACCRUED COMPENSATED ABSENCES$26,089
PARYOLL LIABILITIES$1,484
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 022-853

(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 		FAIRMAN ,  NATE  
BUSINESS MANAGER/FIN SEC
C		$241,767$650$242,417
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		TASEM ,  MICHAEL  
TREASURER
C		$1,799$99$1,898
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		FISH ,  MATT  
VICE PRESIDENT
C		$104,411$1,506$105,917
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		SIMMONS ,  CHRIS  
PRESIDENT
C		$1,080$1,080
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		ALVARADO ,  MAYRA  
RECORDING SECRETARY
C		$2,334$130$2,464
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		FUENTES ,  MARK  
EXECUTIVE BOARD
C		$696$696
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		GETTO ,  AMY  
EXECUTIVE BOARD
C		$657$80$737
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		PRATKO ,  MIKE   Q
EXECUTIVE BOARD
C		$1,987$39$2,026
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		DOMBROSKI ,  JAYSON  
EXECUTIVE BOARD
C		$650$77$727
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		MARSHALL ,  JIM  
EXECUTIVE BOARD
C		$120$115$235
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		PIRAINO ,  PETE  
EXECUTIVE BOARD
C		$1,445$84$1,529
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		GONZALES ,  ARNOLD  
EXECUTIVE BOARD
C		$659$69$728
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		GOMEZ ,  ARTURO  
EXECUTIVE BOARD
C		$1,886$1,886
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
Total Officer Disbursements$359,491$0$2,849$0$362,340
Less Deductions    $111,186
Net Disbursements    $251,154
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 022-853

(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 		TERESCHUK ,  KRISTEN  
ADMINISTRATIVE
NONE		$106,522$106,522
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		MOSES ,  GEORGE  
BUSINESS REPRESENTATIVE
NONE		$60,460$60,460
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		VILLARINO ,  JACKIE  
ADMINISTRATIVE
NONE		$74,926$74,926
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		LORONA ,  MARIA  
BUSINESS REPRESENTATIVE
NONE		$52,859$52,859
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		DIAZ ,  RAUL  
ASSISTANCE BUSINESS MANAG
NONE		$147,750$147,750
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		ARAUZ ,  ANNABEL  
BUSINESS REPRESENTATIVE
NONE		$109,898$109,898
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$63,886$63,886
I Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
Total Employee Disbursements$616,301$0$0$0$616,301
Less Deductions    $164,730
Net Disbursements    $451,571
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 022-853

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,506 
Agency Fee Payers*
Total Members/Fee Payers2,506 
*Agency Fee Payers are not considered members of the labor organization.
TYPE A290Yes
TYPE B2,216Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 022-853

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$8,273
4. Total Receipts$8,273
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$3,500
6. Total Disbursements$3,500
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$27,380
2. Named Payee Non-itemized Disbursements$53,931
3. To Officers$253,898
4. To Employees$365,813
5. All Other Disbursements$29,386
6. Total Disbursements$730,408
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$40,975
2. Named Payee Non-itemized Disbursements$103,675
3. To Officers$24,242
4. To Employees$37,097
5. All Other Disbursements$79,241
6. Total Disbursements$285,230
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursements$0
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$5,564
3. To Officers$84,206
4. To Employees$213,391
5. All Other Disbursements$46,161
6. Total Disbursements$349,322
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 022-853

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 022-853

Name and Address
(A)
DAVID B. HART


SAN DIEGO
CA
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$9,000
Total of All Transactions with this Payee/Payer for This Schedule$9,000
Name and Address
(A)
OCHOA LEGAL GROUP


SAN DIEGO
CA
92056
Type or Classification
(B)
ATTORNEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,040
Total Non-Itemized Transactions with this Payee/Payer$10,900
Total of All Transactions with this Payee/Payer for This Schedule$19,940
LEGAL SERVICES07/13/2020$9,040
Name and Address
(A)
RICHARD D. PROCHAZKA
P.O. BOX 881566

SAN DIEGO
CA
92168-1566
Type or Classification
(B)
ATTORNEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,340
Total Non-Itemized Transactions with this Payee/Payer$28,180
Total of All Transactions with this Payee/Payer for This Schedule$46,520
LEGAL SERVICES02/05/2020$12,770
LEGAL SERVICES03/04/2020$5,570
Name and Address
(A)
US LEGAL SERVICES

P.P. BOX 4772
HOUSTON
TX
77210-4772
Type or Classification
(B)
COURT REPORTERS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,851
Total of All Transactions with this Payee/Payer for This Schedule$5,851
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 022-853

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 022-853

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 022-853

Name and Address
(A)
AT&T


CAROL STREAM
IL
60197
Type or Classification
(B)
TELEPHONE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,165
Total of All Transactions with this Payee/Payer for This Schedule$14,165
Name and Address
(A)
BLACKOUT TEES

4601 EASTGATE BLVD., SUITE
CINCINNATI
OH
45245
Type or Classification
(B)
MERCHANDISE PRINTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,813
Total Non-Itemized Transactions with this Payee/Payer$6,428
Total of All Transactions with this Payee/Payer for This Schedule$29,241
MERCHANDISE PRINTING07/01/2020$14,500
MERCHANDISE PRINTING05/19/2020$8,313
Name and Address
(A)
COSTCO


SAN DIEGO
CA
92121
Type or Classification
(B)
OFFICE SUPPLIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,989
Total of All Transactions with this Payee/Payer for This Schedule$6,989
Name and Address
(A)
KEY MSP
P.O. BOX 34383

SAN DIEGO
CA
92163
Type or Classification
(B)
IT SUPPORT - COMPUTERS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,348
Total of All Transactions with this Payee/Payer for This Schedule$6,348
Name and Address
(A)
LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
4180 LA JOLLA VILLAGE DRIVE

LA JOLLA
CA
92037
Type or Classification
(B)
OUTSIDE ACCOUNTANT/AUDITOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,316
Total Non-Itemized Transactions with this Payee/Payer$7,350
Total of All Transactions with this Payee/Payer for This Schedule$14,666
ACCOUNTING/AUDIT SERVICES04/01/2020$7,316
Name and Address
(A)
MARSH & MCLENNAN AGENCY
LOCK BOX #740663

LOS ANGELES
CA
70074
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,019
Total of All Transactions with this Payee/Payer for This Schedule$9,019
Name and Address
(A)
REAL ESTATE TEAM EXPERTS

1503 NORTH IMPERIAL AV
EL CENTRO
CA
92243
Type or Classification
(B)
RENT IMPERIAL VALLEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,500
Total of All Transactions with this Payee/Payer for This Schedule$16,500
Name and Address
(A)
SAN DIEGO COUNTY TREASURER


SAN DIEGO
CA
92122
Type or Classification
(B)
PROPERTY TAXES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,846
Total Non-Itemized Transactions with this Payee/Payer$451
Total of All Transactions with this Payee/Payer for This Schedule$11,297
PROPERTY TAXES01/08/2020$5,472
PROPERTY TAXES10/27/2020$5,374
Name and Address
(A)
SDG&E


SAN DIEGO
CA
Type or Classification
(B)
UTILITIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,528
Total of All Transactions with this Payee/Payer for This Schedule$5,528
Name and Address
(A)
THE CALVERT COMPANY

215 PINEDA STREET #185
LONGWOOD
FL
32750
Type or Classification
(B)
MERCHANDISE PRINTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,639
Total of All Transactions with this Payee/Payer for This Schedule$14,639
Name and Address
(A)
TRAVELERS INSURANCE


SPOKANE
WA
99210
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,258
Total of All Transactions with this Payee/Payer for This Schedule$16,258
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 022-853

Name and Address
(A)
CALIFORNIA ELECTONS COMPANY
P.O. BOX 302021

ESCONDIDO
CA
92030-2021
Type or Classification
(B)
ELECTION SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,564
Total of All Transactions with this Payee/Payer for This Schedule$5,564
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 022-853

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$128,515
HEALTH BENEFITSSDT/IBEW 465 SECURITY FUND$16,688
HEALTH BENEFITSSAN DIEGO TEAMSTERS$49,493
PENSION BENEFITSSD LABOR UNION 401(K)$57,834
DEATH BENEFITSMEMBERS$4,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 022-853


Question 10: SAN DIEGO TRANSIT I.B.E.W. LOCAL 465 SECURITY FUND SAN DIEGO TRANSIT CORPORATION EMPLOYEE RETIREMENT PLAN RETIREMENT PLAN FOR I.B.E.W. CONTRACT EMPLOYEES OF SAN DIEGO TRANSIT CORPORATION

Question 12: LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP

Schedule 13, Row1:

Schedule 13, Row1:FULL MEMBER WITH PENSION

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:FULL MEMBER WITHOUT PENSION

Schedule 13, Row2:

Schedule 13, Row2:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)