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
000-160
2. PERIOD COVERED
From07/01/2020
Through06/30/2021
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
TRANSIT UNION AFL-CIO
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
KENNETH
Last Name
KIRK
P.O Box - Building and Room Number

Number and Street
10000 NEW HAMPSHIRE AVENUE
City
SILVER SPRING
State
MD
ZIP Code + 4
20903


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:John A CostaPRESIDENT71. SIGNED:Kenneth R KirkTREASURER
Date:Oct 06, 2021Telephone Number:301-431-7100Date:Oct 06, 2021Telephone Number:301-431-7100
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 000-160
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?09/2022
20. How many members did the labor organization have at the end of the reporting period?195,669
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesVariousperMonth$2.00$16.40
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 000-160

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $8,407,554$9,443,528
23. Accounts Receivable1$2,157,958$1,061,499
24. Loans Receivable2$42,738,470$44,328,470
25. U.S. Treasury Securities $0$0
26. Investments5$119,344,244$137,404,644
27. Fixed Assets6$635,441$565,164
28. Other Assets7$11,461,292$13,541,082
29. TOTAL ASSETS $184,744,959$206,344,387

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$637,107$498,716
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$8,131,502$8,531,781
34. TOTAL LIABILITIES $8,768,609$9,030,497
35. NET ASSETS$175,976,350$197,313,890
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 000-160

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,385,611
37. Per Capita Tax $27,508,016
38. Fees, Fines, Assessments, Work Permits $51,830
39. Sale of Supplies $2,968
40. Interest $23,365
41. Dividends $3,640,443
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $10
48. Other Receipts14$829,078
49. TOTAL RECEIPTS $34,441,321
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$5,627,603
51. Political Activities and Lobbying16$2,422,317
52. Contributions, Gifts, and Grants17$317,587
53. General Overhead18$4,487,277
54. Union Administration19$3,690,907
55. Benefits20$9,530,045
56. Per Capita Tax $1,675,760
57. Strike Benefits $10,493
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $123,840
60. Purchase of Investments and Fixed Assets4$1,547,066
61. Loans Made2$1,590,000
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $2,365,252
  
66. Subtotal $33,388,147
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$2,821,317  
  67b. Less Total Disbursed$2,838,517  
  67c. Total Withheld But Not Disbursed -$17,200
68. TOTAL DISBURSEMENTS $33,405,347
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 000-160

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$1,061,499$327,139$116,276$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $1,061,499$327,139$116,276$0
Local 168 Scranton, PA$6,054$3,809$0
Local 690 Fitchburg, MA$10,830$6,417$0
Local 713 Memphis, TN$40,893$14,830$18,647
Local 725 Birmingham, AL$8,058$3,884$0
Local 788 St. Louis, MO$69,359$10,124$0
Local 821 Jersey City, NJ$13,300$6,568$0
Local 1028 Des Plaines, IL$10,622$118$0
Local 1095 Jackson, MI$5,812$1,378$3,746
Local 1181 New York, NY$585,353$187,031$0
Local 1256 El Paso, TX$11,950$3,109$7,287
Local 1563 Denver, CO$27,804$10,890$11,470
Local 1591 Broward County, FL$20,953$13,938$46
Local 1625 Buffalo, NY$68,563$27,830$26,818
Local 1737 Douglas County CO$15,868$2,165$12,621
Local 1751 Prisco, CO$9,191$1,590$6,805
Local 1765 Olympia, WA$35,626$19,694$6,085
Local 1772 Englewwod, CO$7,006$2,184$0
Local 1778 Lansing, MI$14,908$4,214$7,777
Local 1779 Kenosha, WI$25,896$7,282$14,974
Local 0279 Ottawa, ON$73,453$84$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 000-160

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$42,738,470$1,590,000$0$0$44,328,470
Totals will be automatically entered in... Item 24
Column (A)
Item 61Item 45 Item 69
with Explanation
Item 24
Column (B)
Name: ATU TEC Properties LLC
Purpose: Purch Property/Opera
Security: Mortgage Loan
Terms of Repayment: 4% Interest due 07/2024
$42,738,470$1,590,000$44,328,470
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 000-160

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$47,868,564$47,868,564$64,412,159$64,412,159
Other Investments$47,868,564$47,868,564$64,412,159$64,412,159
Less Reinvestments$64,412,159
(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: 000-160

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$65,959,225$65,959,225$65,959,225
Furniture$38,239$38,239$38,239
Other Investments$65,920,986$65,920,986$65,920,986
 Less Reinvestments$64,412,159
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,547,066
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 000-160

Description
(A)
Amount
(B)
Marketable Securities 
A. Total Cost$76,570,129
B. Total Book Value$76,482,705
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Stocks
$23,533,073
  • Piedmont Office Realty Trust
$136,981
  • Vanguard Short term Bond Index Fund
$11,208,858
  • Blackrock Strategic Opportunities Fund
$23,763,260
  • Vanguard Admiral Fund
$11,904,233
  • Vanguard S&P Small Cap 600 Index Fund
$5,936,300
Other Investments 
D. Total Cost$61,749,669
E. Total Book Value$60,921,939
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.  
  • AFL Housing Investment Trust
$35,992,809
  • WAMCO
$14,295,425
  • ASB Allegiance Real Estate Fund LLP
$4,769,122
  • Oak Tree Real Estate Debt Fund LLP
$3,621,604
  • Hamilton Lane Strategic Opportunity Fund LLP
$2,242,979
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $137,404,644
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 000-160

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$372,853$246,000$126,853$126,853
D. Office Furniture and Equipment$1,959,299$1,520,988$438,311$438,311
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,332,152$1,766,988$565,164$565,164
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 000-160

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $13,541,082
Prepaid Postage in Transit Publication Meter$35,000
ATU Health Fund Reserve$28,000
Accr Int ATU Training & Education Center Mortgage$10,242,853
Interco Receivable-ATU Training & Education Center$3,235,229
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 000-160

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$498,716$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $498,716$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 000-160

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: 000-160

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $8,531,781
Accrued Funeral Benefits for Life Members$7,564,284
Payroll Withholdings$374,657
Fair Share Escrow Liability$25,401
Overpayment of Local Unions$567,439
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 000-160

(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
Barnes ,  Marcellus  
International Vice Presid
C
$176,185$1,400$998$0$178,583
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
Borchardt ,  Janis   M
International Vice Presid
C
$176,185$1,500$26,213$0$203,898
I
Schedule 15
Representational Activities
6 % Schedule 16
Political Activities and Lobbying
11 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
2 % Schedule 19
Administration
81 %
A
B
C
Bowen ,  Paul   D
International Vice Presid
C
$176,185$1,500$9,327$0$187,012
I
Schedule 15
Representational Activities
49 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
30 % Schedule 19
Administration
21 %
A
B
C
Callahan ,  John  
International Vice Presid
C
$140,131$1,556$15,376$0$157,063
I
Schedule 15
Representational Activities
59 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
41 %
A
B
C
Costa ,  John   A
International President
C
$271,705$1,500$49,489$0$322,694
I
Schedule 15
Representational Activities
21 % Schedule 16
Political Activities and Lobbying
20 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
2 % Schedule 19
Administration
57 %
A
B
C
Cruz ,  Natalie  
International Vice Presid
C
$176,185$1,500$21,532$0$199,217
I
Schedule 15
Representational Activities
34 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
3 % Schedule 19
Administration
63 %
A
B
C
Garland ,  Anthony  
International Vice Presid
C
$176,185$1,400$37,932$0$215,517
I
Schedule 15
Representational Activities
36 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
64 %
A
B
C
Greaves ,  Raymond   W
International Vice Presid
C
$176,185$1,500$25,685$0$203,370
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
15 %
A
B
C
Hamilton ,  Bruce   E
International Vice Presid
C
$176,185$1,500$1,594$0$179,279
I
Schedule 15
Representational Activities
45 % Schedule 16
Political Activities and Lobbying
27 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
12 % Schedule 19
Administration
16 %
A
B
C
Howard ,  Curtis  
International Vice Presid
C
$176,185$1,300$30,167$0$207,652
I
Schedule 15
Representational Activities
72 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
28 %
A
B
C
Johnson Sr ,  Gary   R
International Vice Presid
C
$176,185$1,500$9,378$0$187,063
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
12 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
8 % Schedule 19
Administration
10 %
A
B
C
Kirk ,  Kenneth   R
International Secretary-T
C
$241,512$1,500$4,059$4,810$251,881
I
Schedule 15
Representational Activities
17 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
10 % Schedule 19
Administration
70 %
A
B
C
Lindsay III ,  James   B
International Vice Presid
C
$176,185$1,500$56,680$0$234,365
I
Schedule 15
Representational Activities
92 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
6 % Schedule 19
Administration
2 %
A
B
C
MacDougall ,  Stephan  
International Vice Presid
N
$133,042$200$25,058$0$158,300
I
Schedule 15
Representational Activities
38 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
62 %
A
B
C
Murphy ,  Richard   M
International Vice Presid
C
$176,185$1,500$47,496$0$225,181
I
Schedule 15
Representational Activities
93 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
3 % Schedule 19
Administration
4 %
A
B
C
Perez ,  Javier   M
International Executive V
C
$241,512$1,500$7,180$5,886$256,078
I
Schedule 15
Representational Activities
12 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
3 % Schedule 19
Administration
85 %
A
B
C
Rivera ,  Rafael  
International Vice Presid
P
$43,997$500$342$0$44,839
I
Schedule 15
Representational Activities
75 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
2 % Schedule 19
Administration
23 %
A
B
C
Sforza ,  Emanuele  
International Vice Presid
C
$140,131$1,556$13,794$0$155,481
I
Schedule 15
Representational Activities
42 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
4 % Schedule 19
Administration
54 %
A
B
C
Sommers ,  Michelle   R
International Vice Presid
C
$176,185$1,500$56,289$0$233,974
I
Schedule 15
Representational Activities
35 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
65 %
A
B
C
Trujillo ,  Yvette  
International Vice Presid
C
$176,185$1,500$12,484$0$190,169
I
Schedule 15
Representational Activities
65 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
3 % Schedule 19
Administration
32 %
A
B
C
Watson ,  Charles  
International Vice Presid
C
$176,185$1,500$2,712$0$180,397
I
Schedule 15
Representational Activities
6 % Schedule 16
Political Activities and Lobbying
13 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
4 % Schedule 19
Administration
77 %
A
B
C
West ,  Robin   G
International Vice Presid
C
$140,131$1,556$4,175$0$145,862
I
Schedule 15
Representational Activities
47 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
11 % Schedule 19
Administration
42 %
Total Officer Disbursements$3,818,751$30,468$457,960$10,696$4,317,875
Less Deductions    $1,062,538
Net Disbursements    $3,255,337
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 000-160

(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
Adams ,  Kristi  
Executive Assistant
NONE
$96,102$0$0$0$96,102
I
Schedule 15
Representational Activities
61 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
24 % Schedule 19
Administration
15 %
A
B
C
Anaman ,  James   K
IT Systems Engineer
NONE
$99,298$0$793$0$100,091
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
Andrews ,  Katherine  
Associate General Counsel
NONE
$116,060$0$1,875$0$117,935
I
Schedule 15
Representational Activities
59 % Schedule 16
Political Activities and Lobbying
8 % Schedule 17
Contributions
14 % Schedule 18
General Overhead
6 % Schedule 19
Administration
13 %
A
B
C
Andrews ,  Rajita   M
Human Resources/Operation
NONE
$36,097$0$227$0$36,324
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
Antonellis ,  Dennis  
International Representat
NONE
$124,273$0$13,263$0$137,536
I
Schedule 15
Representational Activities
36 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
6 % Schedule 19
Administration
51 %
A
B
C
Aragon ,  Jose   M
Senior Organizer
NONE
$82,656$0$1,466$0$84,122
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
Bangs ,  Christopher  
Associate General Counsel
NONE
$111,777$0$3,789$0$115,566
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
1 % Schedule 19
Administration
14 %
A
B
C
Bateman ,  Russell  
Education Training Admi
NONE
$80,577$0$768$0$81,345
I
Schedule 15
Representational Activities
91 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
4 %
A
B
C
Brogan ,  Todd   B
Director of Field Mobiliz
NONE
$128,368$0$3,948$0$132,316
I
Schedule 15
Representational Activities
81 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
17 % Schedule 19
Administration
0 %
A
B
C
Bryant ,  Antonette   C
International Representat
NONE
$23,467$0$3,696$0$27,163
I
Schedule 15
Representational Activities
87 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
13 %
A
B
C
Burt-D'Agnillo ,  Madelin  
Organizer
NONE
$56,639$0$1,209$0$57,848
I
Schedule 15
Representational Activities
81 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
17 % Schedule 19
Administration
0 %
A
B
C
Chu ,  Jessica  
Chief of Staff and Specia
NONE
$166,774$0$2,358$0$169,132
I
Schedule 15
Representational Activities
26 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
42 % Schedule 19
Administration
27 %
A
B
C
Cornelius ,  Michael  
International Representat
NONE
$124,273$0$7,787$0$132,060
I
Schedule 15
Representational Activities
63 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
33 %
A
B
C
Cowan ,  Alexis  
Senior Accountant
NONE
$88,073$0$17$0$88,090
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
DiNino ,  John  
ATU Canada - President
NONE
$119,052$0$0$0$119,052
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
Ertl ,  John  
Collective Bargaining Adm
NONE
$97,890$0$2,531$0$100,421
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
4 %
A
B
C
Evans ,  Tina  
Registry/Support Service
NONE
$69,168$0$508$0$69,676
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
Evans ,  Yvette  
Advanced Legal Secretary
NONE
$77,566$0$0$0$77,566
I
Schedule 15
Representational Activities
59 % Schedule 16
Political Activities and Lobbying
8 % Schedule 17
Contributions
14 % Schedule 18
General Overhead
6 % Schedule 19
Administration
13 %
A
B
C
Fitzgerald ,  Paul  
Deputy Director of New Me
NONE
$115,969$0$25$0$115,994
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
Gena ,  Andrew  
Director of Research
NONE
$118,229$0$1,062$0$119,291
I
Schedule 15
Representational Activities
88 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
10 % Schedule 19
Administration
2 %
A
B
C
Goldsworthy ,  Mary  
Executive Assistant to th
NONE
$141,694$0$1,707$0$143,401
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
Haggard ,  Michael   J
Senior Organizer
NONE
$82,602$0$946$0$83,548
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
Harms ,  Michael  
International Representat
NONE
$124,273$0$13,521$0$137,794
I
Schedule 15
Representational Activities
89 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
11 %
A
B
C
Heller ,  David   I
Field Organizer
NONE
$87,811$0$1,934$0$89,745
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
Holland ,  Tracy  
Bookkeeper, Local 2
NONE
$86,408$0$79$0$86,487
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
Home ,  Delbert   T
Auditor
NONE
$103,217$0$2,718$0$105,935
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
86 % Schedule 19
Administration
14 %
A
B
C
Karr ,  Laura   P
Associate General Counsel
NONE
$117,299$0$1,146$0$118,445
I
Schedule 15
Representational Activities
20 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
1 % Schedule 19
Administration
78 %
A
B
C
Lyons ,  John   L
Director of JICs Collec
NONE
$135,917$0$4,536$0$140,453
I
Schedule 15
Representational Activities
95 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
Maceda-Maciel ,  Sarah  
Organizer
NONE
$62,436$0$946$0$63,382
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
McCall-Delgado ,  Michael   A
Senior Strategic Research
NONE
$79,066$0$1,035$0$80,101
I
Schedule 15
Representational Activities
62 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
38 % Schedule 19
Administration
0 %
A
B
C
Otzel ,  Richard  
Associate General Counsel
NONE
$128,368$0$1,876$0$130,244
I
Schedule 15
Representational Activities
7 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
37 % Schedule 19
Administration
56 %
A
B
C
Panos ,  Justin  
Senior Organizer
NONE
$69,780$0$7,911$0$77,691
I
Schedule 15
Representational Activities
81 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
17 % Schedule 19
Administration
0 %
A
B
C
Price ,  Doreen  
Administrative Assistant
NONE
$113,966$0$111$0$114,077
I
Schedule 15
Representational Activities
17 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
10 % Schedule 19
Administration
70 %
A
B
C
Rettig ,  Melissa   E
Paralegal
NONE
$63,323$0$492$0$63,815
I
Schedule 15
Representational Activities
95 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Reza ,  Margaret  
Registry/Support Service
NONE
$74,020$0$23$0$74,043
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
Roscow ,  David  
Assistant to the IP for C
NONE
$159,311$0$2,327$0$161,638
I
Schedule 15
Representational Activities
47 % Schedule 16
Political Activities and Lobbying
13 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
19 % Schedule 19
Administration
21 %
A
B
C
Rosenberg ,  Jeffrey  
Director of Government Af
NONE
$179,177$0$2,048$0$181,225
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Rosenstein-Hopki ,  James  
Organizer
NONE
$67,449$0$7,789$0$75,238
I
Schedule 15
Representational Activities
86 % Schedule 16
Political Activities and Lobbying
9 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
Rubain ,  Sesil  
International Representat
NONE
$124,273$0$1,418$0$125,691
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
Saez ,  Sarah  
Communications Specialist
NONE
$61,298$0$227$0$61,525
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
Salzman ,  Janet   A
Administrative Assistant
NONE
$98,784$0$101$0$98,885
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
Simakova ,  Anna  
COPE Administrator
NONE
$86,173$0$0$0$86,173
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Smalls ,  Stanley  
Organizer
NONE
$85,101$0$22,524$0$107,625
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
Smith ,  Daniel  
Assistant General Counsel
NONE
$172,110$0$3,164$0$175,274
I
Schedule 15
Representational Activities
61 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
34 %
A
B
C
Smith ,  Melvin   D
Administrative Assistant
NONE
$98,784$0$422$0$99,206
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
Stasek ,  Nicole   A
Organizer
NONE
$64,266$0$7,062$0$71,328
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
Thompson ,  Shelley  
Assistant Controller
NONE
$110,288$0$79$0$110,367
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
Townsend ,  Christopher   W
Director of New Organizin
NONE
$139,838$0$986$0$140,824
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
Trumbull ,  Nancy  
Controller
NONE
$15,491$0$0$0$15,491
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
99 % Schedule 19
Administration
1 %
A
B
C
Tufano ,  Alyssa  
Strategic Researcher
NONE
$76,913$0$1,368$0$78,281
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
1 %
A
B
C
Virgil ,  Juanita  
Accounts Payable/Payroll
NONE
$79,812$0$79$0$79,891
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
Walker ,  Macey  
Shipping Receiving Coor
NONE
$61,128$0$911$0$62,039
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
Warner ,  Kayla   C
Accounting Assistant, Lo
NONE
$48,541$0$0$0$48,541
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
Williams ,  Deborah   A
Confidential Administrati
NONE
$23,870$0$1,172$0$25,042
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
Williams ,  Marilyn  
International Representat
NONE
$124,273$0$22,132$0$146,405
I
Schedule 15
Representational Activities
58 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
42 %
A
B
C
Yousefi ,  Salma  
Controller
NONE
$128,329$0$0$0$128,329
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
99 % Schedule 19
Administration
1 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$3,875$0$0$0$3,875
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 %
Total Employee Disbursements$5,411,572$0$158,112$0$5,569,684
Less Deductions    $1,758,779
Net Disbursements    $3,810,905
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 000-160

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 195,669 
Agency Fee Payers*0
Total Members/Fee Payers195,669 
*Agency Fee Payers are not considered members of the labor organization.
Active Members148,796Yes
Pension Members46,012Yes
Members at Large Active38No
Members at Large Pension823No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 000-160

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$647,818
2. Named Payer Non-itemized Receipts$21,662
3. All Other Receipts$159,598
4. Total Receipts$829,078
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$236,377
2. Named Payee Non-itemized Disbursements$21,318
3. To Officers$0
4. To Employees$29,061
5. All Other Disbursements$30,831
6. Total Disbursements$317,587
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$822,998
2. Named Payee Non-itemized Disbursements$371,393
3. To Officers$1,886,165
4. To Employees$2,492,917
5. All Other Disbursements$54,130
6. Total Disbursements$5,627,603
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$1,765,870
2. Named Payee Non-itemized Disbursements$718,297
3. To Officers$198,860
4. To Employees$1,782,901
5. All Other Disbursements$21,349
6. Total Disbursements$4,487,277
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$1,719,548
2. Named Payee Non-itemized Disbursements$134,898
3. To Officers$188,829
4. To Employees$348,274
5. All Other Disbursements$30,768
6. Total Disbursements$2,422,317
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$549,421
2. Named Payee Non-itemized Disbursements$152,378
3. To Officers$2,044,024
4. To Employees$916,529
5. All Other Disbursements$28,555
6. Total Disbursements$3,690,907
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 000-160

Name and Address
(A)
AFL-CIO SECRETARY-TREASURER

815 SIXTEENTH STREET NW
WASHINGTON
DC
20903
Type or Classification
(B)
LABOR UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$112,864
Total Non-Itemized Transactions with this Payee/Payer$8,981
Total of All Transactions with this Payee/Payer for This Schedule$121,845
AFL-CIO ROYALTIES06/30/2021$5,371
AFL-CIO ROYALTIES06/30/2021$7,006
AFL-CIO ROYALTIES06/30/2021$5,451
AFL-CIO ROYALTIES06/30/2021$5,644
AFL-CIO ROYALTIES06/30/2021$6,785
AFL-CIO ROYALTIES06/30/2021$5,600
AFL-CIO ROYALTIES06/30/2021$5,749
AFL-CIO ROYALTIES06/30/2021$6,753
AFL-CIO ROYALTIES06/30/2021$6,002
AFL-CIO ROYALTIES06/30/2021$6,117
AFL-CIO ROYALTIES06/30/2021$6,976
AFL-CIO ROYALTIES06/30/2021$6,375
AFL-CIO ROYALTIES06/30/2021$6,530
AFL-CIO ROYALTIES06/30/2021$6,534
AFL-CIO ROYALTIES06/30/2021$6,503
AFL-CIO ROYALTIES06/30/2021$6,433
AFL-CIO ROYALTIES06/30/2021$6,505
AFL-CIO ROYALTIES06/30/2021$6,530
Name and Address
(A)
ATU LU 1602

4562 LEE AVENUE
NIAGARA FALLS ON
00
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,094
Total Non-Itemized Transactions with this Payee/Payer$478
Total of All Transactions with this Payee/Payer for This Schedule$13,572
LOCAL UNION DISBANDED FUNDS06/30/2021$13,094
Name and Address
(A)
BARRACUDA CONSULTING CORPORATION

15 WINDERMERE AVE
TORONTO ON
00
Type or Classification
(B)
IT SERVICE PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,566
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,566
REFUND DUPLICATE PAYMENT08/31/2020$5,566
Name and Address
(A)
CANADIAN LABOUR OF CONGRESS

2841 RIVERSIDE DR
OTTAWA ON
00
Type or Classification
(B)
LABOR UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,087
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,087
VOID DEC JAN PCT CHECK09/22/2020$36,087
Name and Address
(A)
CENTERS FOR MEDICARE MEDICAID SERVICES


WASHINGTON
DC
20002
Type or Classification
(B)
GOVERNMENT AGENCY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,243
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$45,243
HEALTH CARE SUBSIDY04/02/2021$45,243
Name and Address
(A)
CITIBANK

4633 NEW HAMPSHIRE AVENUE
TAKOMA PARK
MD
20912
Type or Classification
(B)
FINANCIAL INSTITUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,675
Total of All Transactions with this Payee/Payer for This Schedule$6,675
Name and Address
(A)
IP CARTA


CHICAGO
IL
60602
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$55,507
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$55,507
LEGAL FEES REIMBURSEMENT CARTA SETTLEMENT07/31/2020$50,000
LEGAL FEES REIMBURSEMENT CARTA SETTLEMENT07/31/2020$5,507
Name and Address
(A)
OPTUM

11000 OPTUM CIRCLE
EDEN PRAIRIE
MN
55344
Type or Classification
(B)
HEALTH INSURANCE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$363,076
Total Non-Itemized Transactions with this Payee/Payer$5,528
Total of All Transactions with this Payee/Payer for This Schedule$368,604
HEALTH CARE FEES REFUND06/04/2021$15,363
HEALTH CARE FEES REFUND05/19/2021$8,457
HEALTH CARE FEES REFUND05/19/2021$15,356
HEALTH CARE FEES REFUND03/26/2021$14,965
HEALTH CARE FEES REFUND03/08/2021$12,935
HEALTH CARE FEES REFUND07/16/2020$296,000
Name and Address
(A)
UNION PRIVILEGE (AFL-CIO SUB)


WASHINGTON
DC
20903
Type or Classification
(B)
AFFILIATE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,381
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$16,381
PARTICIPATION PAYMENT06/30/2021$16,381
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 000-160

Name and Address
(A)
AMERICAN AIRLINES

4333 AMONCARTER BOULEVARD
FORTH 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$6,117
Total of All Transactions with this Payee/Payer for This Schedule$6,117
Name and Address
(A)
ATU LU 1091, AUSTIN, TX


AUSTIN
TX
78702
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$61,448
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$61,448
ORGANIZING CONSULTING FEES/EXPENSES04/08/2021$15,642
ORGANIZING CONSULTING FEES/EXPENSES02/23/2021$18,249
ORGANIZING CONSULTING FEES/EXPENSES10/08/2020$14,522
ORGANIZING CONSULTING FEES/EXPENSES07/16/2020$13,035
Name and Address
(A)
ATU LU 1093, KALAMAZOO, MI


KALAMAZOO
MI
49007
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,000
Total Non-Itemized Transactions with this Payee/Payer$497
Total of All Transactions with this Payee/Payer for This Schedule$18,497
REIMBURSE LOCAL UNION ARBITRATION FEES05/13/2021$18,000
Name and Address
(A)
ATU LU 1436, HARRISBURG, PA


HARRISBURG
PA
17105
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,000
REIMBURSE LOCAL UNION ARBITRATION FEES05/13/2021$18,000
Name and Address
(A)
ATU LU 1596, ORLANDO, FL


ORLANDO
FL
32801
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$18,562
Total of All Transactions with this Payee/Payer for This Schedule$18,562
Name and Address
(A)
ATU LU 587, SEATTLE, WA


SEATTLE
WA
98121
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$42,987
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$42,987
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES09/03/2020$14,329
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES08/13/2020$14,329
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES07/16/2020$14,329
Name and Address
(A)
ATU LU 836, GRAND RAPIDS, MI


GRAND RAPIDS
MI
49503
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$50,597
Total of All Transactions with this Payee/Payer for This Schedule$50,597
Name and Address
(A)
BREDHOFF KAISER


WASHINGTON
DC
20005
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$49,200
Total Non-Itemized Transactions with this Payee/Payer$23,807
Total of All Transactions with this Payee/Payer for This Schedule$73,007
LEGAL FEES - SECTION 13C PROTECTIONS03/04/2021$28,650
LEGAL FEES - SECTION 13C PROTECTIONS10/27/2020$20,550
Name and Address
(A)
CANADA POST CORPORATION


REXDALE ON
00
Type or Classification
(B)
POSTAGE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$43,579
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$43,579
IN TRANSIT PUBLICATION POSTAGE FEES06/04/2021$13,585
IN TRANSIT PUBLICATION POSTAGE FEES02/16/2021$14,660
IN TRANSIT PUBLICATION POSTAGE FEES11/03/2020$8,546
IN TRANSIT PUBLICATION POSTAGE FEES08/13/2020$6,788
Name and Address
(A)
CLAUSS ADR INC

310 BUSSE HIGHWAY #291
PARK RIDGE
IL
60068
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,964
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,964
ARBITRATOR FEES01/07/2021$6,964
Name and Address
(A)
DEBORAH LITTMAN


TORONTO ON
00
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,450
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,450
CONSULTING FEES/EXPENSES ORGANIZING08/14/2020$8,579
CONSULTING FEES/EXPENSES ORGANIZING07/17/2020$6,871
Name and Address
(A)
DEBRA OSOFSKY


MILLBURN
NJ
07041
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
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)
DELTA AIR LINES

1030 DELTA BOULEVARD
ATLANTA
GA
30354
Type or Classification
(B)
AIRLINE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$23,986
Total of All Transactions with this Payee/Payer for This Schedule$23,986
Name and Address
(A)
DESPRES, SCHWARTZ GEOGHEGAN, LTD


CHICAGO
IL
60202
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$83,617
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$83,617
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT05/06/2021$10,866
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT03/16/2021$9,975
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT03/11/2021$8,700
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT12/08/2020$5,800
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT09/16/2020$31,899
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT07/14/2020$6,125
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT07/14/2020$10,252
Name and Address
(A)
DOUBLETREE HOTEL BATON ROUGE, LA


ATLANTA
GA
30320
Type or Classification
(B)
HOTEL
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,842
Total of All Transactions with this Payee/Payer for This Schedule$14,842
Name and Address
(A)
DOYLE PRINTING OFFSET CO., INC


HYATTSVILLE
MD
20781
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,984
Total Non-Itemized Transactions with this Payee/Payer$4,371
Total of All Transactions with this Payee/Payer for This Schedule$12,355
PRINTING FEES07/28/2020$7,984
Name and Address
(A)
EMBASSY SUITES TAMPA, FL


TAMPA
FL
33602
Type or Classification
(B)
HOTEL
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,933
Total of All Transactions with this Payee/Payer for This Schedule$6,933
Name and Address
(A)
FINGERHUT GRANADOS OPINION RESEARCH


FREDERICKSBURG
VA
22405
Type or Classification
(B)
COMMUNICATION CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,000
Total of All Transactions with this Payee/Payer for This Schedule$8,000
Name and Address
(A)
GLADSTEIN REIF MEGINNISS LLP


WASHINGTON
DC
10006
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$121,000
Total Non-Itemized Transactions with this Payee/Payer$1,144
Total of All Transactions with this Payee/Payer for This Schedule$122,144
LEGAL FEES - MONTHLY RETAINER06/25/2021$11,000
LEGAL FEES - MONTHLY RETAINER04/30/2021$11,000
LEGAL FEES - MONTHLY RETAINER03/26/2021$11,000
LEGAL FEES - MONTHLY RETAINER02/19/2021$11,000
LEGAL FEES - MONTHLY RETAINER01/29/2021$11,000
LEGAL FEES - MONTHLY RETAINER01/08/2021$11,000
LEGAL FEES - MONTHLY RETAINER12/11/2020$11,000
LEGAL FEES - MONTHLY RETAINER11/20/2020$11,000
LEGAL FEES - MONTHLY RETAINER10/30/2020$11,000
LEGAL FEES - MONTHLY RETAINER09/25/2020$11,000
LEGAL FEES - MONTHLY RETAINER07/31/2020$11,000
Name and Address
(A)
ISMAEL RIVERA

12504 HYANIS COURT
ORLANDO
FL
32789
Type or Classification
(B)
ORGANIZING CONTRACTOR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,271
Total of All Transactions with this Payee/Payer for This Schedule$7,271
Name and Address
(A)
JOSEPH A. TWAROG

21 LONGFELLOW DRIVE
WASHINGTON
DC
20011
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,400
Total Non-Itemized Transactions with this Payee/Payer$3,300
Total of All Transactions with this Payee/Payer for This Schedule$11,700
NEGOTIATIONS/CONTRACT TRAINING FEES/EXPENSES04/09/2021$8,400
Name and Address
(A)
JUBELIRER, PASS INTRIERI, PC


PITTSBURGH
PA
15222-1576
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,788
Total Non-Itemized Transactions with this Payee/Payer$2,475
Total of All Transactions with this Payee/Payer for This Schedule$11,263
LEGAL FEES - SECTION 13C PROTECTIONS03/11/2021$8,788
Name and Address
(A)
MELTWATER NEWS US INC


PASADENA
CA
91185-3721
Type or Classification
(B)
MEDIA MONITORING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,500
MEDIA MONITORING08/25/2020$6,500
Name and Address
(A)
MICROSEARCH CORPORATION


GLOUCESTER
MA
01930-3649
Type or Classification
(B)
DATA STORAGE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,000
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Name and Address
(A)
MOREL INK

4824 NE 42ND AVENUE
PORTLAND
OR
97218
Type or Classification
(B)
SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,711
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,711
ORGANIZING POSTER PRINTING FEES03/25/2021$11,711
Name and Address
(A)
MOUNT VERNON PRINTING
PO BOX 842307

LAUREL
MD
02284-2307
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$97,727
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$97,727
IN TRANSIT PUBLICATION PRINTING FEES06/08/2021$29,406
IN TRANSIT PUBLICATION PRINTING FEES02/16/2021$33,447
IN TRANSIT PUBLICATION PRINTING FEES11/07/2020$17,787
IN TRANSIT PUBLICATION PRINTING FEES08/20/2020$17,087
Name and Address
(A)
POSTMASTER OF LANCASTER, PA


LANCASTER
PA
17604-9654
Type or Classification
(B)
POSTAGE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,106
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$58,106
IN TRANSIT PUBLICATION POSTAGE FEES04/01/2021$22,430
IN TRANSIT PUBLICATION POSTAGE FEES01/14/2021$24,482
IN TRANSIT PUBLICATION POSTAGE FEES09/24/2020$11,194
Name and Address
(A)
RELX INC. DBA LEXISNEXIS
PO BOX 9584

NEW YORK
NY
10087-4584
Type or Classification
(B)
ONLINE RESEARCH
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,557
Total of All Transactions with this Payee/Payer for This Schedule$14,557
Name and Address
(A)
RICHARD JACKSON


KENTWOOD
MI
49508
Type or Classification
(B)
ORGANIZING CONTRACTOR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,601
Total of All Transactions with this Payee/Payer for This Schedule$12,601
Name and Address
(A)
ROBEIN, URANN, SPENCER, PICARD CANGEMI


METAIRIE
LA
70002
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,386
Total Non-Itemized Transactions with this Payee/Payer$6,000
Total of All Transactions with this Payee/Payer for This Schedule$22,386
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT04/08/2021$10,324
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT04/08/2021$6,062
Name and Address
(A)
SHERLOCK CONSULTING, LLC

10779 KINLOCH ROAD
SILVER SPRING
MD
20903
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$90,000
Total Non-Itemized Transactions with this Payee/Payer$3,320
Total of All Transactions with this Payee/Payer for This Schedule$93,320
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES06/15/2021$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES05/06/2021$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES04/15/2021$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES03/04/2021$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES03/04/2021$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES03/04/2021$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES12/15/2020$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES11/24/2020$11,250
Name and Address
(A)
SOUTHWEST AIRLINES
PO BOX 36647

DALLAS
TX
75235
Type or Classification
(B)
AIRLINE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,431
Total of All Transactions with this Payee/Payer for This Schedule$11,431
Name and Address
(A)
TELEPHONE TOWN HALL MEETING, INC.


GOLDEN
CO
80401
Type or Classification
(B)
TELECOMMUNICATIONS SERVICE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$92,091
Total of All Transactions with this Payee/Payer for This Schedule$92,091
Name and Address
(A)
THE BUREAU OF NATIONAL AFFAIRS, INC
PO BOX 76422

BALTIMORE
MD
02241-9889
Type or Classification
(B)
PUBLISHER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,120
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$28,120
LEGAL PUBLICATION SUBSCRIPTION09/15/2020$28,120
Name and Address
(A)
THE LABOR BUREAU, INC.
1420 KING STREET SUITE 500

ALEXANDRIA
VA
22314
Type or Classification
(B)
ONLINE RESEARCH
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$29,031
Total Non-Itemized Transactions with this Payee/Payer$2,158
Total of All Transactions with this Payee/Payer for This Schedule$31,189
LEGAL FEES NLRB DECISION APPEAL05/13/2021$7,200
LEGAL FEES NLRB DECISION APPEAL05/06/2021$21,831
Name and Address
(A)
THOMSON REUTERS-WEST PUBLISHING CORP
P.O. BOX 6292

CAROL STREAM
IL
60197-6292
Type or Classification
(B)
ONLINE LEGAL SUBSCRIPTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$36,718
Total of All Transactions with this Payee/Payer for This Schedule$36,718
Name and Address
(A)
UNITED AIRLINES

2 NORTH LASALLE STREET
CHICAGO
IL
60602
Type or Classification
(B)
AIRLINE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,615
Total of All Transactions with this Payee/Payer for This Schedule$5,615
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 000-160

Name and Address
(A)
ABDELNASSER A RASHID

8907 W 83RD ST UNIT D
CHICAGO
IL
60458
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$26,611
Total of All Transactions with this Payee/Payer for This Schedule$26,611
Name and Address
(A)
AFL-CIO SECRETARY-TREASURER

815 SIXTEENTH STREET NW
WASHINGTON
DC
20006
Type or Classification
(B)
LABOR UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,841
Total of All Transactions with this Payee/Payer for This Schedule$14,841
Name and Address
(A)
ATU CANADA


TORONTO ON
00
Type or Classification
(B)
AFFILIATE GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,838
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,838
POLITICAL CONTRIBUTION10/29/2020$27,838
Name and Address
(A)
BEST PRINT AND DESIGN DECATUR, GA


DECATUR
GA
30035
Type or Classification
(B)
SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,626
Total of All Transactions with this Payee/Payer for This Schedule$6,626
Name and Address
(A)
CANADA POST CORPORATION


REXDALE ON
00
Type or Classification
(B)
POSTAGE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,290
Total Non-Itemized Transactions with this Payee/Payer$8,013
Total of All Transactions with this Payee/Payer for This Schedule$26,303
IN TRANSIT PUBLICATION POSTAGE FEES11/03/2020$6,360
IN TRANSIT PUBLICATION POSTAGE FEES08/13/2020$11,930
Name and Address
(A)
CITIBANK

4633 NEW HAMPSHIRE AVENUE
NEW YORK
NY
10013
Type or Classification
(B)
FINANCIAL INSTITUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$967,807
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$967,807
COPE MAILING POSTAGE06/11/2021$7,411
COPE MAILING POSTAGE06/03/2021$6,671
TRANSFER TO COPE ACTION FUND FROM U.S. SECRETARY T05/18/2021$250,000
TRANSFER TO COPE ACTION FUND FROM U.S. SECRETARY T11/25/2020$33,725
TRANSFER TO COPE ACTION FUND FROM U.S. SECRETARY T11/20/2020$50,000
TRANSFER TO COPE ACTION FUND FROM U.S. SECRETARY T09/09/2020$120,000
TRANSFER TO COPE ACTION FUND FROM U.S. SECRETARY T08/12/2020$53,771
TRANSFER TO COPE ACTION FUND FROM U.S. SECRETARY T08/07/2020$76,322
TRANSFER TO COPE ACTION FUND FROM U.S. SECRETARY T08/06/2020$369,907
Name and Address
(A)
CLEM BALANOFF

907 W AINSLIE STREET
CHICAGO
IL
60640
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$98,629
Total Non-Itemized Transactions with this Payee/Payer$22,141
Total of All Transactions with this Payee/Payer for This Schedule$120,770
POLITICAL CONSULTING FEES/EXPENSES05/27/2021$7,500
POLITICAL CONSULTING FEES/EXPENSES04/29/2021$7,500
POLITICAL CONSULTING FEES/EXPENSES04/08/2021$7,500
POLITICAL CONSULTING FEES/EXPENSES03/04/2021$10,000
POLITICAL CONSULTING FEES/EXPENSES02/04/2021$10,000
POLITICAL CONSULTING FEES/EXPENSES12/22/2020$10,000
POLITICAL CONSULTING FEES/EXPENSES11/19/2020$10,000
POLITICAL CONSULTING FEES/EXPENSES10/08/2020$10,000
POLITICAL CONSULTING FEES/EXPENSES09/01/2020$10,000
CONSULTING FEES/EXPENSES ORGANIZING08/13/2020$6,129
CONSULTING FEES/EXPENSES ORGANIZING08/13/2020$10,000
Name and Address
(A)
DOYLE PRINTING OFFSET CO., INC


HYATTSVILLE
MD
20781
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$107,429
Total Non-Itemized Transactions with this Payee/Payer$13,817
Total of All Transactions with this Payee/Payer for This Schedule$121,246
POLITICAL CAMPAIGN PRINTING FEES10/29/2020$22,195
POLITICAL CAMPAIGN PRINTING FEES10/29/2020$16,520
POLITICAL CAMPAIGN PRINTING FEES10/29/2020$6,159
POLITICAL CAMPAIGN PRINTING FEES10/29/2020$18,529
POLITICAL CAMPAIGN PRINTING FEES10/29/2020$10,504
POLITICAL CAMPAIGN PRINTING FEES10/29/2020$9,608
POLITICAL CAMPAIGN PRINTING FEES10/20/2020$9,279
POLITICAL CAMPAIGN PRINTING FEES10/13/2020$7,801
POLITICAL CAMPAIGN PRINTING FEES10/13/2020$6,834
Name and Address
(A)
EVANS KATZ LLC
PO BOX 75357

WASHINGTON
DC
20033-0079
Type or Classification
(B)
GOVERNMENT REPORTING SVCS
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$73,200
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$73,200
POLITICAL REPORTING SERVICES06/08/2021$6,100
POLITICAL REPORTING SERVICES06/08/2021$6,100
POLITICAL REPORTING SERVICES04/09/2021$6,100
POLITICAL REPORTING SERVICES03/11/2021$6,100
POLITICAL REPORTING SERVICES02/09/2021$6,100
POLITICAL REPORTING SERVICES01/07/2021$6,100
POLITICAL REPORTING SERVICES01/07/2021$6,100
POLITICAL REPORTING SERVICES12/01/2020$6,100
POLITICAL REPORTING SERVICES12/01/2020$6,100
POLITICAL REPORTING SERVICES09/16/2020$6,100
POLITICAL REPORTING SERVICES09/16/2020$6,100
POLITICAL REPORTING SERVICES07/28/2020$6,100
Name and Address
(A)
EVERYACTION, INC.


CHICAGO
IL
15251-9264
Type or Classification
(B)
POLITICAL CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,405
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,405
GOVERNMENT AFFAIRS CONSULTING RETAINER05/13/2021$7,155
GOVERNMENT AFFAIRS CONSULTING RETAINER02/26/2021$6,750
GOVERNMENT AFFAIRS CONSULTING RETAINER11/07/2020$6,750
GOVERNMENT AFFAIRS CONSULTING RETAINER08/13/2020$6,750
Name and Address
(A)
K R INDUSTRIES
P.O. BOX 220690

CHANTILLY
VA
20153
Type or Classification
(B)
SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$74,135
Total Non-Itemized Transactions with this Payee/Payer$8,482
Total of All Transactions with this Payee/Payer for This Schedule$82,617
POLITICAL ACTIVISM ITEM02/23/2021$37,434
POLITICAL ACTIVISM ITEM01/22/2021$7,994
POLITICAL ACTIVISM ITEM08/13/2020$14,301
POLITICAL ACTIVISM ITEM08/13/2020$14,406
Name and Address
(A)
MOBILITY FOR ALL


AUSTIN
TX
78704
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
LABOR SUPPORT CONTRIBUTION10/06/2020$5,000
Name and Address
(A)
MOUNT VERNON PRINTING
PO BOX 842307

LAUREL
MD
02284-2307
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$79,986
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$79,986
IN TRANSIT PUBLICATION PRINTING FEES06/08/2021$8,216
IN TRANSIT PUBLICATION PRINTING FEES02/16/2021$9,622
IN TRANSIT PUBLICATION PRINTING FEES11/07/2020$13,237
POLITICAL ACTIVISM ITEM10/20/2020$12,314
POLITICAL ACTIVISM ITEM09/24/2020$6,565
IN TRANSIT PUBLICATION PRINTING FEES08/20/2020$30,032
Name and Address
(A)
MULTISTATE
515 KING STREET STE 300

ALEXANDRIA
VA
22314
Type or Classification
(B)
ONLINE RESEARCH
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer$1,063
Total of All Transactions with this Payee/Payer for This Schedule$31,063
COPE LEGISLATIVE TRACKING SERVICE FEES02/05/2021$30,000
Name and Address
(A)
NO ON PROP 22


SACRAMENTO
CA
94203
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$100,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$100,000
LABOR SUPPORT CONTRIBUTION09/10/2020$100,000
Name and Address
(A)
POLITICO, LLC
P.O. BOX 419342

BOSTON
MA
02241-9342
Type or Classification
(B)
PUBLISHER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,380
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,380
POLITICAL PUBLICATION SUBSCRIPTION10/29/2020$10,380
Name and Address
(A)
POSTMASTER OF LANCASTER, PA


LANCASTER
PA
17604-9654
Type or Classification
(B)
POSTAGE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,985
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$32,985
IN TRANSIT PUBLICATION POSTAGE FEES04/01/2021$6,267
IN TRANSIT PUBLICATION POSTAGE FEES01/14/2021$7,043
IN TRANSIT PUBLICATION POSTAGE FEES09/24/2020$19,675
Name and Address
(A)
ROGUE VALLEY TRANSIT NOW


MEDFORD
OR
97501
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
LABOR SUPPORT CONTRIBUTION04/20/2021$10,000
Name and Address
(A)
TOSKR, INC. DBA GE, GETTHRU THRUTEXT ALAMEDA, CA


ALAMEDA
CA
97504
Type or Classification
(B)
MARKETING SOFTWARE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,464
Total Non-Itemized Transactions with this Payee/Payer$1,554
Total of All Transactions with this Payee/Payer for This Schedule$8,018
TELECOMUNICATIONS SERVICE FEES01/14/2021$6,464
Name and Address
(A)
TRISTER, ROSS, SCHADLER GOLD, PLLC

1666 CONNECTICUT AVENUE, N.
WASHINGTON
DC
20009
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,750
Total of All Transactions with this Payee/Payer for This Schedule$7,750
Name and Address
(A)
VIRGINIA R DIAMOND


ARLINGTON
VA
22206
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$24,000
Total of All Transactions with this Payee/Payer for This Schedule$24,000
Name and Address
(A)
YES FOR SEATTLE TRANSIT


SEATTLE
WA
98101
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$50,000
POLITICAL CONTRIBUTION10/21/2020$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 000-160

Name and Address
(A)
A. PHILIP RANDOLPH INSTITUTE

815 16TH STREET, NW 5TH FL
WASHINGTON
DC
20006
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
CHARITABLE CONTRIBUTION09/15/2020$5,000
Name and Address
(A)
ATU DISASTER


SILVER SPRING
MD
20903
Type or Classification
(B)
AFFILIATE GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,000
CHARITABLE CONTRIBUTION11/05/2020$30,000
Name and Address
(A)
BOSTON COLLEGE


CHESTNUT HILL
MA
02467
Type or Classification
(B)
UNIVERSITY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,000
SCHOLARSHIP AWARD03/18/2021$8,000
Name and Address
(A)
COMMUNITY LABOR UNITED

6 BEACON STREET SUITE 910
BOSTON
MA
02108
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
2021 CONTRIB-SALT AWARDS06/17/2021$5,000
Name and Address
(A)
DC JOBS WITH JUSTICE


WASHINGTON
DC
20005
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
2021 SUPPORT05/06/2021$5,000
Name and Address
(A)
ECONOMIC POLICY INSTITUTE


WASHINGTON
DC
20005
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
LABOR SUPPORT CONTRIBUTION10/27/2020$25,000
Name and Address
(A)
JOBS TO MOVE AMERICA


LOS ANGELES
CA
90013
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
LABOR SUPPORT CONTRIBUTION11/07/2020$25,000
Name and Address
(A)
KING'S COLLEGE


WILKES-BARRE
PA
18711
Type or Classification
(B)
UNIVERSITY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,000
SCHOLARSHIP AWARD03/18/2021$8,000
Name and Address
(A)
LCLAA


WASHINGTON
DC
20006
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
LABOR SUPPORT CONTRIBUTION02/25/2021$5,000
LABOR SUPPORT CONTRIBUTION09/15/2020$5,000
Name and Address
(A)
MOUNT ROYAL UNIVERSITY


CALGARY ON
00
Type or Classification
(B)
UNIVERSITY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,363
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,363
SCHOLARSHIP AWARD04/15/2021$6,363
Name and Address
(A)
MOUNT VERNON PRINTING
PO BOX 842307

LAUREL
MD
02284-2307
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,204
Total of All Transactions with this Payee/Payer for This Schedule$5,204
Name and Address
(A)
NEW JERSEY STATE AFL-CIO


TRENTON
NJ
08605
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
LABOR SUPPORT CONTRIBUTION05/25/2021$10,000
Name and Address
(A)
PEGGY BROWNING FUND


PHILADELPHIA
PA
19110
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,000
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Name and Address
(A)
QUEENS UNIVERSITY


KINGSTON ON
00
Type or Classification
(B)
UNIVERSITY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,000
SCHOLARSHIP AWARD03/30/2021$8,000
Name and Address
(A)
RIDERS ALLIANCE


NEW YORK
NY
10018
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
LABOR SUPPORT CONTRIBUTION11/17/2020$5,000
Name and Address
(A)
ROOSEVELT INSTITUTE


NEW YORK
NY
10022
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
LABOR SUPPORT CONTRIBUTION02/23/2021$5,000
Name and Address
(A)
ROSSELLA ROMANO

1218 ALLAIRE ROAD, APT. K
SPRING LAKE HEIGHTS
NJ
07762
Type or Classification
(B)
SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,014
Total Non-Itemized Transactions with this Payee/Payer$267
Total of All Transactions with this Payee/Payer for This Schedule$25,281
HOLIDAY GIFT BASKETS11/30/2020$12,507
HOLIDAY GIFT BASKETS11/24/2020$12,507
Name and Address
(A)
THE ALLIANCE FOR RETIRED AMERICANS

815 16TH STREET NW
WASHINGTON
DC
20003
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,847
Total of All Transactions with this Payee/Payer for This Schedule$10,847
Name and Address
(A)
THE RICK SMITH SHOW, LLC
PO BOX 1026

CARLISLE
PA
17013
Type or Classification
(B)
TV SHOW
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,000
LABOR SUPPORT CONTRIBUTION04/06/2021$20,000
Name and Address
(A)
THE THOMAS MERTON CENTER


PITTSBURGH
PA
15224
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
LABOR SUPPORT CONTRIBUTION02/25/2021$5,000
Name and Address
(A)
U.S. CAPITOL HISTORICAL SOCIETY

200 MARYLAND AVENUE NE
WASHINGTON
DC
20002
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
LABOR SUPPORT CONTRIBUTION06/17/2021$10,000
Name and Address
(A)
U.S. LABOR AGAINST THE WAR


WASHINGTON
DC
20005
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
LABOR SUPPORT CONTRIBUTION11/17/2020$5,000
Name and Address
(A)
UNIVERSITY OF COLORADO BOULDER


BOULDER
CO
80309
Type or Classification
(B)
UNIVERSITY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,000
SCHOLARSHIP AWARD03/18/2021$8,000
Name and Address
(A)
UNIVERSITY OF PENNSYLVANIA


PHILADELPHIA
PA
19104
Type or Classification
(B)
UNIVERSITY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,000
SCHOLARSHIP AWARD04/01/2021$8,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 000-160

Name and Address
(A)
ABDELNASSER A RASHID

8907 W 83RD ST UNIT D
CHICAGO
IL
60458
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,000
Total Non-Itemized Transactions with this Payee/Payer$2,785
Total of All Transactions with this Payee/Payer for This Schedule$26,785
DATA PROCESSING CONSULTING06/04/2021$6,000
DATA PROCESSING CONSULTING05/06/2021$6,000
DATA PROCESSING CONSULTING04/09/2021$6,000
DATA PROCESSING CONSULTING03/11/2021$6,000
Name and Address
(A)
ADP

504 CLINTON CENTER DR
ROSELAND
NJ
07068
Type or Classification
(B)
PAYROLL PROCESSOR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$23,818
Total of All Transactions with this Payee/Payer for This Schedule$23,818
Name and Address
(A)
ALLIANCE INFOSYSTEMS


BALTIMORE
MD
21211
Type or Classification
(B)
IT SERVICE PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,906
Total Non-Itemized Transactions with this Payee/Payer$125,084
Total of All Transactions with this Payee/Payer for This Schedule$133,990
DATA PROCESSING CONSULTING05/06/2021$8,906
Name and Address
(A)
AMALGAMATED BANK


NEW YORK
NY
10001
Type or Classification
(B)
FINANCIAL INSTITUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$90,245
Total Non-Itemized Transactions with this Payee/Payer$1,993
Total of All Transactions with this Payee/Payer for This Schedule$92,238
INVESTMENT MANAGEMENT FEES06/30/2021$31,729
INVESTMENT MANAGEMENT FEES05/31/2021$7,090
INVESTMENT MANAGEMENT FEES02/28/2021$6,922
INVESTMENT MANAGEMENT FEES01/31/2021$31,732
INVESTMENT MANAGEMENT FEES11/30/2020$6,696
INVESTMENT MANAGEMENT FEES09/30/2020$6,076
Name and Address
(A)
ATU TRAINING EDUCATION CENTER, INC.


SILVER SPRING
MD
20903
Type or Classification
(B)
CONFERENCE CENTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$692,257
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$692,257
OFFICE RENT APRIL - JUNE04/06/2021$176,291
OFFICE RENT JANUARY - MARCH01/07/2021$176,291
OFFICE RENT OCTOBER - DECEMBER10/15/2020$173,064
OFFICE RENT JULY - SEPTEMBER07/10/2020$166,611
Name and Address
(A)
CALIBRE CPA GROUP, PLLC


BETHESDA
MD
20814
Type or Classification
(B)
ACCOUNTING FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$62,500
Total Non-Itemized Transactions with this Payee/Payer$4,000
Total of All Transactions with this Payee/Payer for This Schedule$66,500
AUDITING EXPENSE06/03/2021$11,500
AUDITING EXPENSE04/01/2021$10,000
AUDITING EXPENSE02/04/2021$11,000
AUDITING EXPENSE10/29/2020$20,000
AUDITING EXPENSE08/13/2020$10,000
Name and Address
(A)
CAREFIRST ADMINISTRATORS
P.O. BOX 780210

PHILADELPHIA
PA
19178-0210
Type or Classification
(B)
BENEFIT ADMINISTRATOR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,584
Total of All Transactions with this Payee/Payer for This Schedule$9,584
Name and Address
(A)
CHEIRON, INC.
P.O BOX 37117

BALTIMORE
MD
21297-3117
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,000
Total Non-Itemized Transactions with this Payee/Payer$2,076
Total of All Transactions with this Payee/Payer for This Schedule$34,076
ACTUARY SERVICES01/28/2021$12,500
ACTUARY SERVICES08/13/2020$19,500
Name and Address
(A)
CITIBANK

4633 NEW HAMPSHIRE AVENUE
NEW YORK
NY
10013
Type or Classification
(B)
FINANCIAL INSTITUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$17,112
Total of All Transactions with this Payee/Payer for This Schedule$17,112
Name and Address
(A)
COMPLETE DOCUMENT SOLUTIONS


FREDERICK
MD
21704-8326
Type or Classification
(B)
EQUIPMENT LEASE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,333
Total of All Transactions with this Payee/Payer for This Schedule$7,333
Name and Address
(A)
DOYLE PRINTING OFFSET CO., INC


HYATTSVILLE
MD
20781
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,236
Total of All Transactions with this Payee/Payer for This Schedule$8,236
Name and Address
(A)
EBERTS HARRISON


MOUNT AIRY
MD
21771
Type or Classification
(B)
INSURANCE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$393,954
Total Non-Itemized Transactions with this Payee/Payer$25,478
Total of All Transactions with this Payee/Payer for This Schedule$419,432
INSURANCE FEES02/09/2021$5,200
INSURANCE FEES02/09/2021$22,605
INSURANCE FEES02/09/2021$23,511
INSURANCE FEES07/14/2020$318,506
INSURANCE FEES07/14/2020$5,170
INSURANCE FEES07/14/2020$18,962
Name and Address
(A)
FRESH PRINTS NY


NEW YORK
NY
10001
Type or Classification
(B)
SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,600
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,600
ATU PRODUCT LABELS SUPPLIES07/23/2020$11,600
Name and Address
(A)
GALLAGHER FIDUCIARY ADVISORS, LLC


PITTSBURGH
PA
15222
Type or Classification
(B)
INVESTMENT FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$55,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$55,000
INVESTMENT CONSULTING FEES06/29/2021$11,000
INVESTMENT CONSULTING FEES04/01/2021$11,000
INVESTMENT CONSULTING FEES01/07/2021$11,000
INVESTMENT CONSULTING FEES10/20/2020$11,000
INVESTMENT CONSULTING FEES08/20/2020$11,000
Name and Address
(A)
GLADSTEIN REIF MEGINNISS LLP


WASHINGTON
DC
10006
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$121,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$121,000
LEGAL FEES - MONTHLY RETAINER06/25/2021$11,000
LEGAL FEES - MONTHLY RETAINER04/30/2021$11,000
LEGAL FEES - MONTHLY RETAINER03/26/2021$11,000
LEGAL FEES - MONTHLY RETAINER02/19/2021$11,000
LEGAL FEES - MONTHLY RETAINER01/29/2021$11,000
LEGAL FEES - MONTHLY RETAINER01/08/2021$11,000
LEGAL FEES - MONTHLY RETAINER12/11/2020$11,000
LEGAL FEES - MONTHLY RETAINER11/20/2020$11,000
LEGAL FEES - MONTHLY RETAINER10/30/2020$11,000
LEGAL FEES - MONTHLY RETAINER09/25/2020$11,000
LEGAL FEES - MONTHLY RETAINER07/31/2020$11,000
Name and Address
(A)
GREATAMERICA FINANCIAL SERVICES
P.O. BOX 660831

DALLAS
TX
75266
Type or Classification
(B)
EQUIPMENT LEASE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$29,933
Total of All Transactions with this Payee/Payer for This Schedule$29,933
Name and Address
(A)
IRON MOUNTAIN INC
PO BOX 27128

CHICAGO
IL
10087-7128
Type or Classification
(B)
DOCUMENT STORAGE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,342
Total of All Transactions with this Payee/Payer for This Schedule$8,342
Name and Address
(A)
JAFA TECHNOLOGIES, INC.


BALTIMORE
MD
20866
Type or Classification
(B)
SUPPLIER/COMPUTER REPAIR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,127
Total of All Transactions with this Payee/Payer for This Schedule$5,127
Name and Address
(A)
JAYSTAR GROUP, INC.


NORWALK
CT
06854
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,000
LM2 PREPARATION FEE06/10/2021$5,500
LM2 PREPARATION FEE10/13/2020$5,500
Name and Address
(A)
JOHN MURPHY


CENTEREACH
NY
11720
Type or Classification
(B)
INFO TECH CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,676
Total Non-Itemized Transactions with this Payee/Payer$29,400
Total of All Transactions with this Payee/Payer for This Schedule$51,076
DATA PROCESSING CONSULTING04/08/2021$5,138
DATA PROCESSING CONSULTING03/11/2021$5,288
DATA PROCESSING CONSULTING09/01/2020$5,850
DATA PROCESSING CONSULTING08/06/2020$5,400
Name and Address
(A)
K R INDUSTRIES
P.O. BOX 220690

CHANTILLY
VA
20153
Type or Classification
(B)
SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$70,133
Total Non-Itemized Transactions with this Payee/Payer$20,946
Total of All Transactions with this Payee/Payer for This Schedule$91,079
ATU LAPEL PINS06/24/2021$6,637
ATU CUSTOM NOTEBOOKS04/22/2021$21,171
ATU T-SHIRTS04/15/2021$31,091
ATU T-SHIRTS03/16/2021$11,234
Name and Address
(A)
KEPKA PRODUCTIONS LLC


TAKOMA PARK
MD
20912
Type or Classification
(B)
VIDEO PRODUCTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$1,750
Total of All Transactions with this Payee/Payer for This Schedule$11,750
DATA PROCESSING CONSULTING09/01/2020$5,000
VIDEOGRAPHY RETAINER09/01/2020$5,000
Name and Address
(A)
METROPOLITAN TRAVEL SERVICES


ANNANDALE
VA
22003
Type or Classification
(B)
TRAVEL AGENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,405
Total of All Transactions with this Payee/Payer for This Schedule$13,405
Name and Address
(A)
MOUNT VERNON PRINTING
PO BOX 842307

LAUREL
MD
02284-2307
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,462
Total Non-Itemized Transactions with this Payee/Payer$8,955
Total of All Transactions with this Payee/Payer for This Schedule$16,417
IN TRANSIT PUBLICATION PRINTING FEES02/09/2021$7,462
Name and Address
(A)
NANCY A. TRUMBULL

3991 DAISY COURT
MONROVIA
MD
21770
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$57,320
Total Non-Itemized Transactions with this Payee/Payer$1,425
Total of All Transactions with this Payee/Payer for This Schedule$58,745
CONSULTING FEES/EXPENSES03/11/2021$8,495
CONSULTING FEES/EXPENSES02/16/2021$14,150
CONSULTING FEES/EXPENSES01/22/2021$11,025
CONSULTING FEES/EXPENSES12/08/2020$5,575
CONSULTING FEES/EXPENSES11/17/2020$7,800
CONSULTING FEES/EXPENSES10/27/2020$10,275
Name and Address
(A)
NEOPOST


MILFORD
CT
06461
Type or Classification
(B)
MAIL EQUIPMNT SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,121
Total Non-Itemized Transactions with this Payee/Payer$38,208
Total of All Transactions with this Payee/Payer for This Schedule$57,329
POSTAGE EXPENSE06/01/2021$6,203
POSTAGE EXPENSE05/07/2021$6,244
POSTAGE EXPENSE12/24/2020$6,674
Name and Address
(A)
QUADIENT LEASING USA INC


DALLAS
TX
75312-3682
Type or Classification
(B)
POSTAGE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,946
Total Non-Itemized Transactions with this Payee/Payer$15,130
Total of All Transactions with this Payee/Payer for This Schedule$24,076
POSTAGE EXPENSE08/20/2020$8,946
Name and Address
(A)
RSM US PRODUCT SALES LLC


CHICAGO
IL
60674
Type or Classification
(B)
IT SERVICE PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,113
Total of All Transactions with this Payee/Payer for This Schedule$13,113
Name and Address
(A)
SCHOLARSHIP AMERICA


WASHINGTON
DC
20036
Type or Classification
(B)
ADVOCACY GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,675
Total of All Transactions with this Payee/Payer for This Schedule$5,675
Name and Address
(A)
SHAWN PERRY


GREENBELT
MD
20770
Type or Classification
(B)
COMMUNICATION CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,639
Total Non-Itemized Transactions with this Payee/Payer$10,969
Total of All Transactions with this Payee/Payer for This Schedule$16,608
COMMUNICATIONS CONSULTANT FEES/EXPENSES08/13/2020$5,639
Name and Address
(A)
SLEVIN HART, P.C.


WASHINGTON
DC
20036
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,031
Total of All Transactions with this Payee/Payer for This Schedule$11,031
Name and Address
(A)
TATANGO WA

2211 ELLIOT AVE SUITE 200
SEATTLE
WA
98121
Type or Classification
(B)
MARKETING SOFTWARE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$55,422
Total of All Transactions with this Payee/Payer for This Schedule$55,422
Name and Address
(A)
UFCW CANADA BUILDING CORP


TORONTO ON
00
Type or Classification
(B)
LANDLORD
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$25,240
Total of All Transactions with this Payee/Payer for This Schedule$25,240
Name and Address
(A)
UNIONWARE


WINNIPEG
00
Type or Classification
(B)
SOFTWARE DEVELOPER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$24,573
Total of All Transactions with this Payee/Payer for This Schedule$24,573
Name and Address
(A)
UNITED PARCEL SERVICES
P.O. BOX 809488

CHICAGO
IL
60680-9488
Type or Classification
(B)
POSTAL SERVICE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,810
Total Non-Itemized Transactions with this Payee/Payer$52,532
Total of All Transactions with this Payee/Payer for This Schedule$77,342
SHIPPING EXPENSES06/10/2021$5,802
SHIPPING EXPENSES11/17/2020$5,793
SHIPPING EXPENSES09/08/2020$6,685
SHIPPING EXPENSES08/27/2020$6,530
Name and Address
(A)
UPS
PO BOX 650690

CHICAGO
IL
75265-0690
Type or Classification
(B)
POSTAL SERVICE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,054
Total of All Transactions with this Payee/Payer for This Schedule$13,054
Name and Address
(A)
V F OFFICE PRODUCTS


SPRINGFIELD
VA
22153
Type or Classification
(B)
SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$22,769
Total of All Transactions with this Payee/Payer for This Schedule$22,769
Name and Address
(A)
VAN ELGORT INFORMATION SYSTEMS


WOODLAND HILLS
CA
91364
Type or Classification
(B)
SOFTWARE DEVELOPER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$35,199
Total of All Transactions with this Payee/Payer for This Schedule$35,199
Name and Address
(A)
WESTERN ASSET MANAGEMENT COMPANY
PO BOX 894139

LOS ANGELES
CA
90189-4139
Type or Classification
(B)
INVESTMENT FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$38,301
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$38,301
INVESTMENT MANAGEMENT FEES05/06/2021$10,204
INVESTMENT MANAGEMENT FEES02/04/2021$10,471
INVESTMENT MANAGEMENT FEES09/08/2020$9,111
INVESTMENT MANAGEMENT FEES08/27/2020$8,515
Name and Address
(A)
YELLOWSTONE TECHNOLOGIES INC


ALEXANDRIA
VA
22003
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$48,600
Total of All Transactions with this Payee/Payer for This Schedule$48,600
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 000-160

Name and Address
(A)
ATU CANADA


TORONTO ON
00
Type or Classification
(B)
AFFILIATE GROUP
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$324,463
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$324,463
TRAINING SUPPORT PAYMENTS05/06/2021$95,345
TRAINING SUPPORT PAYMENTS02/16/2021$73,791
TRAINING SUPPORT PAYMENTS12/24/2020$75,299
TRAINING SUPPORT PAYMENTS08/20/2020$80,028
Name and Address
(A)
ATU LU 265, SAN JOSE, CA


SAN JOSE
CA
95122
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$49,086
Total Non-Itemized Transactions with this Payee/Payer$98,898
Total of All Transactions with this Payee/Payer for This Schedule$147,984
WORKFORCE DEVELOPMENT CONSULTANT FEES/EXPENSES06/29/2021$7,029
WORKFORCE DEVELOPMENT CONSULTANT FEES/EXPENSES05/06/2021$7,029
WORKFORCE DEVELOPMENT CONSULTANT FEES/EXPENSES05/06/2021$7,029
WORKFORCE DEVELOPMENT CONSULTANT FEES/EXPENSES04/08/2021$7,029
WORKFORCE DEVELOPMENT CONSULTANT FEES/EXPENSES03/16/2021$7,029
WORKFORCE DEVELOPMENT CONSULTANT FEES/EXPENSES01/28/2021$6,912
WORKFORCE DEVELOPMENT CONSULTANT FEES/EXPENSES01/28/2021$7,029
Name and Address
(A)
BREDHOFF KAISER


WASHINGTON
DC
20005
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$69,908
Total Non-Itemized Transactions with this Payee/Payer$10,284
Total of All Transactions with this Payee/Payer for This Schedule$80,192
LEGAL FEES - TRUSTEESHIP LAWSUIT06/17/2021$5,720
LEGAL FEES - TRUSTEESHIP LAWSUIT03/04/2021$5,000
LEGAL FEES - TRUSTEESHIP LAWSUIT01/28/2021$13,575
LEGAL FEES - TRUSTEESHIP LAWSUIT01/05/2021$17,538
LEGAL FEES - TRUSTEESHIP LAWSUIT01/05/2021$28,075
Name and Address
(A)
CAESERS ENTERTAINMENT


LAS VEGAS
NV
89109
Type or Classification
(B)
HOTEL
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$40,000
REVERSE DUPLICATE PAYMENT ENTRY IN SYSTEM12/22/2020$40,000
Name and Address
(A)
CANADA POST CORPORATION


REXDALE ON
00
Type or Classification
(B)
POSTAGE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,999
Total of All Transactions with this Payee/Payer for This Schedule$5,999
Name and Address
(A)
DELTA AIR LINES

1030 DELTA BOULEVARD
ATLANTA
GA
30354
Type or Classification
(B)
AIRLINE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,506
Total of All Transactions with this Payee/Payer for This Schedule$5,506
Name and Address
(A)
DOYLE PRINTING OFFSET CO., INC


HYATTSVILLE
MD
20781
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,253
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,253
ATU CONVENTION PRINTING09/15/2020$18,253
Name and Address
(A)
JACOBS,BURNS,ORLOVE HERNANDEZ


CHICAGO
IL
60601
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,616
Total Non-Itemized Transactions with this Payee/Payer$3,415
Total of All Transactions with this Payee/Payer for This Schedule$24,031
LEGAL FEES - INTERNAL GOVERNANCE MATTER05/06/2021$20,616
Name and Address
(A)
JEWITT MCLUCKIE ASSOCIATES LLP


OTTAWA ON
00
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,620
Total Non-Itemized Transactions with this Payee/Payer$19,161
Total of All Transactions with this Payee/Payer for This Schedule$29,781
LEGAL FEES - INTERNAL GOVERNANCE LITIGATION02/26/2021$5,111
LEGAL FEES - INTERNAL GOVERNANCE LITIGATION12/10/2020$5,509
Name and Address
(A)
MOUNT VERNON PRINTING
PO BOX 842307

LAUREL
MD
02284-2307
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,100
Total Non-Itemized Transactions with this Payee/Payer$3,827
Total of All Transactions with this Payee/Payer for This Schedule$12,927
IN TRANSIT PUBLICATION PRINTING FEES11/07/2020$9,100
Name and Address
(A)
NANCY A. TRUMBULL

3991 DAISY COURT
MONROVIA
MD
21770
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,375
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,375
CONSULTING FEES/EXPENSES12/31/2020$7,375
Name and Address
(A)
UNITED AIRLINES

2 NORTH LASALLE STREET
CHICAGO
IL
60602
Type or Classification
(B)
AIRLINE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,288
Total of All Transactions with this Payee/Payer for This Schedule$5,288
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 000-160

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$9,530,045
DisabilityVARIOUS$1,613
Funeral BenefitsVARIOUS$1,413,201
HealthcareVARIOUS$3,181,426
PensionVARIOUS$4,933,805
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 000-160


Question 10: ATU Pension Plan for International Officers, Employees Plan No. 001 EIN 53-6014540. Provides pension benefits. b. Amalgamated Transit Union National 401(k) Pension Plan, EIN 52-2059290. Provides pension benefits. c. Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan, EIN 52-2059293. Provides pension benefits. d. Amalgamated Transit Union Local 313 and Quad City Garage Policy Group Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. e. Amalgamated Transit Union Local 568 and Erie Metropolitan Transit Authority Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. f. Amalgamated Transit Union Local 1212 and Chattanooga Area Regional Transportation Authority Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. g. Amalgamated Transit Union Local 1220 and Old Dominion Transit Management Company Section 457 Deferred Com0pensation Plan, EIN 90-0258323. Provides pension benefits. h. Amalgamated Transit Union Local 836 and Interurban Transit Partnership 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. i. Amalgamated Transit union Governmental Profit Sharing Plan, EIN 22-3975924. Provides pension benefits. j. ATU Local 1395 and Escambia County Section 457 Deferred Compensation Plan EIN 90-0258323 provides pension benefits. k. ATU Local 1738 and Westmoreland Transit Authority Section 457 Deferred Compensation Plan EIN 90-0258323. Provides pension benefits. The plans are located at 1000 New Hampshire Avenue, Silver Spring, MD 20903.

Question 11(a): ATU Committee on Political Education (COPE), ATU Action Fund ATU COPE Voluntary Fund Account, ATU COPE Special Holding Account, ATU COPE - ATU COPE Missouri Account, ATU New York COPE Fund and ATU Cope RI. Account filings have been made with the following Federal and State Agencies: California Secretary of State, FEC (Federal Elections Committee), Indiana State Election Board, Internal Revenue Services, Missouri Ethics Commission, Nevada Secretary of State Elections, New Jersey Division of Elections, New York Board of Elections, New York Board of Elections and Counties in which we have activity, Pennsylvania Commonwealth of PA Department of State, Rhode Island Election Division, Tennessee Registry of Election Finance, Washington Public Disclosure Commission, and Maryland State Board of Elections.

Question 11(b): Subsidiary: ATU Training and Education Center, Inc. 10000 New Hampshire Avenue, Silver Spring, MD: Purpose - Non-profit organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The ATU Training and Education Center, Inc. provides education and training to union members and others. The information concerning its financial condition and operations is included in a separate report.

Question 12: Calibre CPA Group conducted an audit in accordance with generally accepted auditing standards.

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Schedule 13, Row1:::Active members are regular, full dues paying members of the Union.

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Schedule 13, Row2:::Pension members pay pension dues, which are typically less than full dues.

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Schedule 13, Row3:Members at Large have no voting rights per the International Constitution and

General Laws and pay directly to Union

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Schedule 13, Row3:::Active Members at large have no voting rights.

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Schedule 13, Row4:Pension members at large pay pension dues directly to the International. Pension members at large have no voting rights.

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Schedule 13, Row4:::Pension members at large pay pension dues directly to the International. Pension members at large have no voting rights
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)