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: 01-31-2025
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
039-549
2. PERIOD COVERED
From01/01/2021
Through12/31/2021
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
PLUMBERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
344
7. UNIT NAME (if any)

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Tyler D KincannonPRESIDENT71. SIGNED:Gary J CartwrightTREASURER
Date:Mar 24, 2022Telephone Number:405-682-4571Date:Mar 24, 2022Telephone Number:405-682-4571
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 039-549
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2022
20. How many members did the labor organization have at the end of the reporting period?1,257
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees$34 ActiveperMonth$19$34
(b) Working Dues/Fees2.4%perGross Wages
(c) Initiation Fees$75-$500per
(d) Transfer Feesper
(e) Work Permitsper

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,317,653$1,546,104
23. Accounts Receivable1$784$8,862
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$1,763,526$3,014,787
27. Fixed Assets6$412,782$369,665
28. Other Assets7$144$120
29. TOTAL ASSETS $4,494,889$4,939,538

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$51,344$52,956
34. TOTAL LIABILITIES $51,344$52,956
35. NET ASSETS$4,443,545$4,886,582
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 039-549

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $454,020
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $1,741,735
39. Sale of Supplies $0
40. Interest $2
41. Dividends $135,042
42. Rents $2,653
43. Sale of Investments and Fixed Assets3$399,398
44. Loans Obtained9$0
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $450,272
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$4,829
49. TOTAL RECEIPTS $3,187,951
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$279,583
51. Political Activities and Lobbying16$111,917
52. Contributions, Gifts, and Grants17$33,862
53. General Overhead18$465,910
54. Union Administration19$151,882
55. Benefits20$467,526
56. Per Capita Tax $408,965
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,540,930
61. Loans Made2
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $455,601
64. On Behalf of Individual Members $0
65. Direct Taxes $43,253
  
66. Subtotal $3,959,429
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$91,615  
  67b. Less Total Disbursed$91,686  
  67c. Total Withheld But Not Disbursed -$71
68. TOTAL DISBURSEMENTS $3,959,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 039-549

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$8,583$0$0$0
Totals from all other accounts receivable$279   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $8,862$0$0$0
Golf Tournament Funds$8,583
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 039-549

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 039-549

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$281,137$281,137$399,398$399,398
Equities - RBC #321-56570$281,137$281,137$399,398$399,398
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$399,398
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 039-549

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$1,540,930$1,540,930$1,540,930
Equities - RBC #321-56570$1,533,387$1,533,387$1,533,387
Equipment - Quadient AS-450 Address Printer$7,543$7,543$7,543
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,540,930
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 039-549

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$3,014,787
B. Total Book Value$3,014,787
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Doubleline FDS TR Shiller Enhanced
$254,884
  • Ishares Core S&P Midcap
$271,284
  • Ishares Core Dividend Growth
$299,354
  • Vanguard Index Growth
$180,922
  • MFS International Diversified FD
$163,642
  • Vanguard International Value
$154,646
  • Cohen & Steers PFD Income FD
$327,539
  • Columbia Strategic Income FD
$326,607
  • PGIM Total Bond
$317,662
  • Western Asset Core
$319,627
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $3,014,787
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 039-549

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      4335 SW 44th, 5315 S. Shartel, Oklahoma City, OK$40,000 $40,000$0
B. Buildings (give location)    
Building  1 :      4335 SW 44th, Oklahoma City, OK$999,165$904,009$95,156$0
Building  2 :      5315 S. Shartel, Oklahoma City, OK$613,468$431,509$181,959$0
C. Automobiles and Other Vehicles$130,974$85,882$45,092$0
D. Office Furniture and Equipment$152,593$145,135$7,458$0
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,936,200$1,566,535$369,665$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 039-549

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $120
Prepaid Postage Priority Mail$120
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 039-549

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

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 039-549

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $52,956
Cash held in Nickle Check-Off$4,047
Organizing Fund$47,285
Employee Withholding Payable$1,624
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 039-549

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Cartwright ,  Gary   J
Bus. Mgr. / Financial Sec
C		$110,737$0$0$0$110,737
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		25 %
A
B
C 		Kincannon ,  Tyler   D
President
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Lee ,  Darby   D
Vice-President
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Russell ,  David   W
Recording Secretary
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Amrine ,  Dustin   R
Inside Guard
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Rodriguez ,  Omar  
Executive Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Watson ,  Travis   N
Executive Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Blundell ,  Kristopher   V
Executive Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Breeden ,  Randal   R
Executive Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Seabourn ,  Shelby   S
Finance Committee
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Hole ,  John   B
Finance Committee
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Morgan ,  Gregory   K
Finance Committee
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$110,737$0$0$0$110,737
Less Deductions     
Net Disbursements    $110,737
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 039-549

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Clouse ,  James   G
Business Agent
None		$102,279$0$0$0$102,279
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		20 %
A
B
C 		Brouk ,  Larry   R
Business Agent
None		$102,279$0$0$0$102,279
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		15 %
A
B
C 		Wicks ,  Dana   W
Administrative Assistant
None		$50,500$0$0$0$50,500
I
Schedule 15
Representational Activities 		1 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		94 %
A
B
C 		Griggs ,  Cynthia  
Janitorial Services
None		$10,800$10,800
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$265,858$0$0$0$265,858
Less Deductions     
Net Disbursements    $265,858
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 039-549

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 1,257 
Agency Fee Payers*0
Total Members/Fee Payers1,257 
*Agency Fee Payers are not considered members of the labor organization.
Journeymen848Yes
First, Second and Third Year Apprentices92No
Fourth and Fifth Year Apprentices66Yes
Retirees159Yes
Life Members92Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 039-549

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$4,829
4. Total Receipts$4,829
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$1,107
4. To Employees$2,551
5. All Other Disbursements$25,204
6. Total Disbursements$33,862
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$11,550
3. To Officers$77,516
4. To Employees$155,969
5. All Other Disbursements$34,548
6. Total Disbursements$279,583
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$144,311
2. Named Payee Non-itemized Disbursements$124,707
3. To Officers$2,215
4. To Employees$16,407
5. All Other Disbursements$178,270
6. Total Disbursements$465,910
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$100,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$2,215
4. To Employees$7,665
5. All Other Disbursements$2,037
6. Total Disbursements$111,917
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$10,047
2. Named Payee Non-itemized Disbursements$0
3. To Officers$27,684
4. To Employees$83,268
5. All Other Disbursements$30,883
6. Total Disbursements$151,882
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 039-549

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 039-549

Name and Address
(A)
John Hole

10655 N. Harrah Rd
Harrah
OK
73045
Type or Classification
(B)
Organizing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,300
Total of All Transactions with this Payee/Payer for This Schedule$6,300
Name and Address
(A)
Mark Reel

841 SE 9th St
Moore
OK
73160
Type or Classification
(B)
Organizing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,250
Total of All Transactions with this Payee/Payer for This Schedule$5,250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 039-549

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
Conerstone PAC

4337 SW 44th St
Oklahoma City
OK
73119
Type or Classification
(B)
Ethics #10444 - 527 Unlimited P.A.C.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$70,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$70,000
Political07/30/2021$70,000
Name and Address
(A)
Majority Fund

2735 NW 57th
Oklahoma City
OK
73112
Type or Classification
(B)
527 Unlimited P.A.C.
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
Political Contribution03/15/2021$5,000
Name and Address
(A)
Pioneer PAC

2200 Shadowlake Dr
Oklahoma City
OK
73159
Type or Classification
(B)
527 Unlimited P.A.C.
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
Political Contribution07/13/2021$5,000
Name and Address
(A)
Prosperity Alliance
51283

Washington
DC
20091
Type or Classification
(B)
Unlimited C4 P.A.C.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Political Donations03/19/2021$15,000
Name and Address
(A)
Senate Majority PAC

1815 Dorchester Place
Oklahoma City
OK
73120
Type or Classification
(B)
527 Unlimited P.A.C.
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
Political Contribution04/13/2021$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 039-549

Name and Address
(A)
Stanley Stapp

2595 E Prairie Grove Rd
Guthrie
OK
73044
Type or Classification
(B)
Membership Approved Covid-19 Relief
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
Contribution12/08/2021$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 039-549

Name and Address
(A)
American Time Manufacturing

1600 N. Chilton Ave
Rochester
NY
14621
Type or Classification
(B)
Time Piece Manufacturing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,563
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,563
Service Awards10/19/2021$8,563
Name and Address
(A)
FP Mailing Solutions

140 N. Mitchell Ct., Ste 20
Addison
IL
60101
Type or Classification
(B)
Postage & Mailing Equipment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,800
Total of All Transactions with this Payee/Payer for This Schedule$16,800
Name and Address
(A)
Frank Doolittle Co.

11811 NE 1st, Ste A-209
Bellvue
WA
98005
Type or Classification
(B)
Promotional Items Manufacturer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,151
Total Non-Itemized Transactions with this Payee/Payer$7,805
Total of All Transactions with this Payee/Payer for This Schedule$25,956
Promotional06/15/2021$6,083
Promotional07/14/2021$5,653
Promotional09/07/2021$6,415
Name and Address
(A)
Harris Custom Catering

10400 S. Western Ave.
Oklahoma City
OK
73139
Type or Classification
(B)
Professional Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,899
Total Non-Itemized Transactions with this Payee/Payer$4,761
Total of All Transactions with this Payee/Payer for This Schedule$11,660
Membership Function10/29/2021$6,899
Name and Address
(A)
HBC CPAs & Advisors

9905 N. May Ave
Oklahoma City
OK
73120
Type or Classification
(B)
Accounting / Audit Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,500
Total Non-Itemized Transactions with this Payee/Payer$8,630
Total of All Transactions with this Payee/Payer for This Schedule$15,130
Financial Statement Audit08/14/2021$6,500
Name and Address
(A)
Image Pointe

1224 LaPorte Rd
Waterloo
IA
50702
Type or Classification
(B)
Promotional Items Manufacturer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,254
Total Non-Itemized Transactions with this Payee/Payer$2,475
Total of All Transactions with this Payee/Payer for This Schedule$21,729
Promotional11/02/2021$9,456
Promotional11/09/2021$9,798
Name and Address
(A)
Industry Systems, LLC

2206 S. 29th St
Chickasha
OK
73108
Type or Classification
(B)
Technology Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,528
Total of All Transactions with this Payee/Payer for This Schedule$6,528
Name and Address
(A)
Integrated Software Applications

1945 Dominion Way, Ste 110
Colorado Springs
CO
80918
Type or Classification
(B)
Computer & Database Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,463
Total of All Transactions with this Payee/Payer for This Schedule$8,463
Name and Address
(A)
K & R Branding

14110-D Sullyville Circle
Chantilly
VA
20151
Type or Classification
(B)
Promotional Items Manufacturing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,064
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,064
Promotional08/10/2021$10,064
Name and Address
(A)
Luton & Co., PLLC
5440

Edmond
OK
73083
Type or Classification
(B)
Accounting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,025
Total of All Transactions with this Payee/Payer for This Schedule$24,025
Name and Address
(A)
O G & E
24990

Oklahoma City
OK
73124
Type or Classification
(B)
Utility Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,317
Total of All Transactions with this Payee/Payer for This Schedule$9,317
Name and Address
(A)
OKC Memorial Marathon
323

Oklahoma City
OK
73101
Type or Classification
(B)
Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Sponsorship08/03/2021$7,500
Name and Address
(A)
Pappy's Catfish & More

325 W. Main
Grand Prairie
TX
75050
Type or Classification
(B)
Professional Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,327
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,327
Membership Function09/07/2021$9,327
Name and Address
(A)
Plumbers & Pipefitters LU 344 H&W

4337 SW 44th
Oklahoma City
OK
73119
Type or Classification
(B)
Local 344 Health & Welfare
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,053
Total Non-Itemized Transactions with this Payee/Payer$15,171
Total of All Transactions with this Payee/Payer for This Schedule$23,224
Insurance Reimbursment11/30/2021$8,053
Name and Address
(A)
RAM Tool

4265 Royal Ave
Oklahoma City
OK
73108
Type or Classification
(B)
Tool Supply Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,747
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,747
Membership Function11/15/2021$13,747
Name and Address
(A)
The Printers of Oklahoma

1601 N. Portland Ave
Oklahoma City
OK
73107
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,166
Total of All Transactions with this Payee/Payer for This Schedule$7,166
Name and Address
(A)
Union Insurance Group

303 W. Erie St, Ste. 310
Chicago
IL
60654
Type or Classification
(B)
Insurance Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,253
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,253
Insurance Premium02/02/2021$13,455
Insurance Premium02/28/2021$9,376
Insurance Premium02/23/2021$13,422
Name and Address
(A)
US Lawns

16608 S. Western Ave
Oklahoma City
OK
73170
Type or Classification
(B)
Lawn Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,266
Total of All Transactions with this Payee/Payer for This Schedule$5,266
Name and Address
(A)
Waste Management
43350

Phoenix
AZ
85080
Type or Classification
(B)
Waste Disposal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,300
Total of All Transactions with this Payee/Payer for This Schedule$8,300
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 039-549

Name and Address
(A)
Bryan, Little, Haley & Kent PC
2306
412 E. 5th St
Bartlesville
OK
74005
Type or Classification
(B)
Certified Public Accountants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,047
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,047
Union Election Auditing06/29/2021$10,047
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 039-549

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$467,526
Health InsuranceLocal 344 H&W Trust$63,541
Life InsuranceUnion Labor Life Insurance Company$235,587
PensionUA Local Officers & Employees Nat'l Pension Fund$100,749
PensionUA Plumbers & Pipefitters National Pension Fund$53,283
Annuity FundLocal 344 Annuity Fund$14,366
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 039-549


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

Question 11(a):

Question 11(a): : : Plumbers and Pipefitters Local 344 PAC Fund, EIN 01-0839659 and Cornerstone Unlimited 527 PAC

Question 11(b):

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

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

Schedule 1, Row1:

Schedule 1, Row1:::

Schedule 13, Row1:

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

Schedule 13, Row1:

Schedule 13, Row1::::

Schedule 13, Row2:

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

Schedule 13, Row2:

Schedule 13, Row2::::

Schedule 13, Row3:

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

Schedule 13, Row3:

Schedule 13, Row3::::

Schedule 13, Row4:

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

Schedule 13, Row4:

Schedule 13, Row4::::

Schedule 13, Row5:

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

Schedule 13, Row5:

Schedule 13, Row5::::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)