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
002-139
2.
PERIOD COVERED
From
01/01/2021
Through
12/31/2021
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
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
538
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
BETTY
Last Name
FISCHER
P.O Box - Building and Room Number
P.O. BOX 128
Number and Street
City
WORTHINGTON
State
PA
ZIP Code + 4
162620128
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:
Lonnie Birckbichler
PRESIDENT
71. SIGNED:
Betty R Fischer
TREASURER
Date:
Mar 28, 2022
Telephone
Number:
724-991-7884
Date:
Mar 28, 2022
Telephone
Number:
724-297-3427
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
002-139
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
No
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$100,000
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?
Yes
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?
12/2023
20. How many members did the labor organization
have at the end of the reporting period?
644
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
0
per
Month
16
99
(b) Working Dues/Fees
0
per
(c) Initiation Fees
0
per
15
175
(d) Transfer Fees
0
per
(e) Work Permits
0
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
002-139
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$185,652
$173,044
23. Accounts Receivable
1
$0
$0
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$92,329
$94,406
27. Fixed Assets
6
$32,111
$31,186
28. Other Assets
7
$6,251
$6,245
29.
TOTAL ASSETS
$316,343
$304,881
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$9,628
$10,684
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$83
$149
34. TOTAL
LIABILITIES
$9,711
$10,833
35. NET
ASSETS
$306,632
$294,048
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
002-139
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$397,535
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$47,529
39. Sale of Supplies
$0
40. Interest
$71
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$0
49. TOTAL RECEIPTS
$445,135
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$166,922
51.
Political Activities and Lobbying
16
$2,828
52.
Contributions, Gifts, and Grants
17
$2,413
53. General
Overhead
18
$66,835
54. Union
Administration
19
$55,929
55. Benefits
20
$42,099
56. Per
Capita Tax
$101,456
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$1,272
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$17,989
66. Subtotal
$457,743
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$53,673
67b. Less Total
Disbursed
$53,673
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$457,743
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
002-139
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
002-139
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
002-139
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$0
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
002-139
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$1,272
$1,272
$1,272
Laptop
$1,272
$1,272
$1,272
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$1,272
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
002-139
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$90,297
B. Total Book Value
$94,406
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Certificate of Deposit - Dollar Bank
$94,406
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))
$94,406
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
002-139
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
West Franklin Township, Armstrong County
$20,771
$20,771
$0
B.
Buildings (give location)
Building
1
:
West Franklin Township, Armstrong County
$220,812
$215,456
$5,356
$75,000
Building
2
:
Storage Shed, Armstrong County
$16,282
$12,899
$3,383
$10,000
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$37,058
$35,382
$1,676
$2,000
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$294,923
$263,737
$31,186
$87,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
002-139
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$6,245
Prepaid Insurance
$6,195
Utility Deposit
$50
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
002-139
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
$5,858
$0
$0
$0
Total from all other accounts payable
$4,826
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$10,684
$0
$0
$0
DeLuca Ricciuti & Konieczka
$5,858
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
002-139
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
002-139
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$149
Accrued Payroll Taxes and Withheld Deductions
$149
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
002-139
(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
BIRKBICHLER
,
LONNIE
President C
$1,512
$1,800
$0
$0
$3,312
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
95
%
A
B
C
HASSA
,
MATTHEW
Vice President C
$0
$1,800
$0
$0
$1,800
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
95
%
A
B
C
FISCHER
,
BETTY
R Secretary Treasurer C
$127,564
$5,400
$7,856
$0
$140,820
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
BLAKE
,
ROBERT
Recording Secretary C
$749
$1,800
$0
$2,549
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
95
%
A
B
C
WAGNER
,
RANDY
Trustee C
$0
$1,800
$0
$0
$1,800
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
95
%
A
B
C
LOHR
,
KATHY
Trustee C
$164
$1,980
$49
$0
$2,193
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
95
%
A
B
C
CLAIBORNE
,
LAMAR
J Trustee N
$0
$1,500
$0
$0
$1,500
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
95
%
Total Officer
Disbursements
$129,989
$16,080
$7,905
$0
$153,974
Less Deductions
$49,220
Net
Disbursements
$104,754
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
002-139
(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
Smith
,
Pamela
Bookkeeper None
$15,150
$0
$0
$0
$15,150
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
85
%
Schedule 19
Administration
10
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$7,154
$0
$0
$0
$7,154
I
Schedule 15
Representational Activities
24
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
76
%
Total
Employee Disbursements
$22,304
$0
$0
$0
$22,304
Less
Deductions
$4,453
Net Disbursements
$17,851
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
002-139
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
644
Agency Fee Payers*
11
Total Members/Fee Payers
655
*Agency Fee Payers are
not considered members of the labor organization.
Active Members
589
Yes
Dues Cash Members
3
Yes
New Applicant
43
Yes
Officer
1
Yes
Steward
8
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
002-139
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$0
4. Total
Receipts
$0
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$1,408
4. To Employees
$0
5. All Other
Disbursements
$1,005
6. Total
Disbursements
$2,413
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$31,984
2. Named Payee
Non-itemized Disbursements
$23,267
3. To Officers
$99,232
4. To Employees
$2,475
5. All Other
Disbursements
$9,964
6. Total
Disbursements
$166,922
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$9,803
2. Named Payee
Non-itemized Disbursements
$17,019
3. To Officers
$2,816
4. To Employees
$12,878
5. All Other
Disbursements
$24,319
6. Total
Disbursements
$66,835
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$2,816
4. To Employees
$0
5. All Other
Disbursements
$12
6. Total
Disbursements
$2,828
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$47,701
4. To Employees
$6,952
5. All Other
Disbursements
$1,276
6. Total
Disbursements
$55,929
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
002-139
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
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
002-139
Name and Address
(A)
DeLuca Ricciuti & Konieczka
1600 Lawyers Building Pittsburgh PA 15222
Type or Classification
(B)
Legal Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$31,984
Total
Non-Itemized Transactions with this Payee/Payer
$23,267
Total of All Transactions with this
Payee/Payer for This Schedule
$55,251
Legal Fees
04/23/2021
$6,147
Legal Fees
05/21/2021
$9,712
Legal Fees
08/06/2021
$7,338
Legal Fees
12/10/2021
$8,787
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
002-139
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
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
002-139
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
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
002-139
Name and Address
(A)
Albanese Sinchar Smith & Co.
12875 Route 30 North Huntingdon PA 15642
Type or Classification
(B)
Accounting and Auditing Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,000
Total of All Transactions with this
Payee/Payer for This Schedule
$9,000
Name and Address
(A)
AT&T 6416
Carol Stream IL 60197
Type or Classification
(B)
Telephone Expense
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,019
Total of All Transactions with this
Payee/Payer for This Schedule
$8,019
Name and Address
(A)
Bach Brothers Excavating LLC
567 Callery Road Cranberry Township PA 16066
Type or Classification
(B)
Excavation Work
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,803
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$9,803
Excavation Work
08/28/2021
$9,803
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
002-139
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
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
002-139
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$42,099
Pension
Pension Fund
$30,761
Health and Welfare
Welfare Fund
$11,338
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
002-139
Question 10: Western Pennsylvania Teamsters & Employers Pension Fund, 900 Parish Street, Suite 101, Pittsburgh, PA 15220
Retirement and death benefits for certain members of Teamsters Local Union No. 538
EIN 25-6029946
Plan 001 Files Form 5500
Teamsters #261 & Employer Welfare Fund, 351 Northgate Circle, Suite B, New Castle, PA 16105
Health and Welfare benefits for members of Local Union No.261
EIN 25-6029946
Files Form 5500
Teamsters Industry Welfare Fund, 3025 Washington Road, McMurray, PA 15317
Welfare Benefits
EIN 25-6035910
Files Form 5500
Teamsters Construction Industry and Miscellaneous Pension Fund, 3025 Washington Road, McMurray, PA 15317
Pension Benefits
EIN 25-6135580
Files Form 5500
Western PA Construction Industry Welfare Fund, 2270 Noblestown Road, Pittsburgh, PA 15205
Welfare benefits for members of Local Union No. 538
WP-32378
Files Form 5500
Western PA Construction Industry Advancement Program Fund, 2270 Noblestown Road, Pittsburgh, PA 15205
For promotion of safety and prevention of accidents, apprentice and training program and research in the heavy construction industry
Files Form 5500
Question 12: Audit performed by Albanese Sinchar Smith & Co. Independent Auditors
Question 17: The Local Union contributes along with many other employers to Western Pennsylvania Teamsters and Employers Pension Plan, a multiemployer plan. The passage of the Multiemployer Pension Plan Amendments Act of 1980 may, under certain circumstances cause the Local Union to become subject to a liability in excess of contributions made to the Plan.
Generally, the liability is contingent upon a participating employers termination, withdrawal, or partial withdrawal from the Plan. Although the Local Union has expressed no intent to terminate, withdraw, or partially withdraw from the Plan, under the Act, in the event of such discontinuance, the liability would be based upon the Local Unions proportional share of the Plans unfunded vested benefits. Information obtained from the Plans actuary in this regard indicates that the amount of unfunded vested benefits allocable to the Local Union is $593,550 at December 31, 2018. This amount has been calculated for active participating employers withdrawing in the Plan/calendar year 2019 before application of the de minimis reduction. This is the most recent calculation of the liability. The maximum de minimis deduction for any withdrawing employer is currently $50,000; however, this deduction is not available to employers whose allocated portion of the unfunded vested benefits is $150,000 or greater.