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
019-903
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
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
170
7. UNIT NAME (if any)

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

Number and Street
330 SOUTHWEST CUTOFF #201
City
WORCESTER
State
MA		 ZIP Code + 4
016042714


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 P ReardonPRESIDENT71. SIGNED:Shannon R GeorgeTREASURER
Date:Mar 29, 2022Telephone Number:508-799-0552Date:Mar 29, 2022Telephone Number:508-799-0551
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 019-903
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$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?Yes
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?11/2024
20. How many members did the labor organization have at the end of the reporting period?4,273
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees20-101permonth20101
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation Fees60-500perinitiation60500
(d) Transfer Fees0.5pertransfer0.50.5
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 019-903

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $428,546$510,863
23. Accounts Receivable1$109,895$179,267
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$3,046,083$3,102,957
27. Fixed Assets6$134,866$191,708
28. Other Assets7$913$19,632
29. TOTAL ASSETS $3,720,303$4,004,427

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$108,215$114,213
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $108,215$114,213
35. NET ASSETS$3,612,088$3,890,214
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 019-903

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,758,245
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $222,518
39. Sale of Supplies $62,556
40. Interest $69,681
41. Dividends $8
42. Rents $6,000
43. Sale of Investments and Fixed Assets3$555,716
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 $413
48. Other Receipts14$61,315
49. TOTAL RECEIPTS $3,736,452
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$657,696
51. Political Activities and Lobbying16$34,639
52. Contributions, Gifts, and Grants17$70,851
53. General Overhead18$300,278
54. Union Administration19$268,965
55. Benefits20$839,190
56. Per Capita Tax $711,132
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$693,861
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $413
65. Direct Taxes $77,110
  
66. Subtotal $3,654,135
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$143,900  
  67b. Less Total Disbursed$143,900  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,654,135
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 019-903

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$179,267   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $179,267$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 019-903

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: 019-903

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$554,294$555,941$555,716$555,716
Sale of Investments$553,964$555,716$555,716$555,716
Sale of Fixed Asset$330$225$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$555,716
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 019-903

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$693,861$693,861$693,861
Purchase of Investments$590,862$590,862$590,862
Purchase of Furniture & Equipment$2,279$2,279$2,279
Purchase of Automobiles$69,480$69,480$69,480
Deposit on Trailer$31,240$31,240$31,240
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$693,861
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 019-903

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$2,760,961
B. Total Book Value$3,102,957
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Congress Mid Cap Growth Instl
$615,540
  • United States Treas Ser L-2026 Mat Date 5/31/26
$155,883
  • United States Treas NTS Note Mat Date 11/15/23
$155,684
  • United States Treas Ser W-2026 Mat Date 3/31/26
$157,043
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)) $3,102,957
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 019-903

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$341,427$162,938$178,489$178,489
D. Office Furniture and Equipment$186,352$173,133$13,219$13,219
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $527,779$336,071$191,708$191,708
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 019-903

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $19,632
Prepaid expenses$4,733
Accrued interest$14,899
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 019-903

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$107,578$0$0$0
Total from all other accounts payable$6,635$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $114,213$0$0$0
International Brotherhood of Teamsters$49,038$0$0$0
Joint Council 10 $11,048$0$0$0
New England Teamsters Pension Fund$18,513$0$0$0
Teamsters Local 170 Health & Welfare Fund$22,523$0$0$0
Manzi & Associates L.L.C$6,456$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 019-903

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: 019-903

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 019-903

(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 		Colonna ,  Brian  
Trustee
C		$6,893$6,893
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 		D'armagnac ,  Robert  
Trustee
C		$8,453$894$9,347
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 		Davis ,  Michael  
Vice President
C		$6,893$6,893
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 		George ,  Shannon  
Secretary/Treasurer
C		$113,517$4,907$118,424
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		3 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		30 %
A
B
C 		O'Keefe ,  Laura  
Trustee
C		$6,893$6,893
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 		Reardon ,  John  
President
C		$8,133$8,133
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 		Rucci ,  Jacqueline  
Recording Secretary
C		$76,264$76,264
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 		Bergen ,  Kenneth  
Business Agent
C		$113,451$7,588$121,039
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Foley ,  Sean  
Business Agent
C		$113,508$7,154$120,662
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Gillen ,  Elias  
Business Agent
C		$113,544$8,183$121,727
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Marks ,  Jim  
Business Agent
C		$113,450$7,941$121,391
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
Total Officer Disbursements$680,999$0$36,667$0$717,666
Less Deductions    $114,312
Net Disbursements    $603,354
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 019-903

(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 		Lamothe ,  Thomas  
Bookkeeper
N/A		$59,083$59,083
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		45 %
A
B
C 		Massaro ,  Lindsey  
Office Assistant
N/A		$46,160$46,160
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 		Schivone ,  Haley  
Office Assistant
N/A		$24,880$24,880
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 		Stevens ,  Shawn  
Organizer
N/A		$36,340$4,051$40,391
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$9,723$9,723
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 %
Total Employee Disbursements$176,186$0$4,051$0$180,237
Less Deductions    $29,588
Net Disbursements    $150,649
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 019-903

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 4,273 
Agency Fee Payers*34
Total Members/Fee Payers4,307 
*Agency Fee Payers are not considered members of the labor organization.
Active Members4,273Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 019-903

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$49,380
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$11,935
4. Total Receipts$61,315
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$15,921
2. Named Payee Non-itemized Disbursements$8,856
3. To Officers$3,553
4. To Employees$2,954
5. All Other Disbursements$39,567
6. Total Disbursements$70,851
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$34,887
2. Named Payee Non-itemized Disbursements$46,795
3. To Officers$483,150
4. To Employees$32,873
5. All Other Disbursements$59,991
6. Total Disbursements$657,696
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$107,585
2. Named Payee Non-itemized Disbursements$34,551
3. To Officers$4,737
4. To Employees$94,673
5. All Other Disbursements$58,732
6. Total Disbursements$300,278
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$27,794
4. To Employees$2,954
5. All Other Disbursements$3,891
6. Total Disbursements$34,639
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$12,199
3. To Officers$198,432
4. To Employees$46,783
5. All Other Disbursements$11,551
6. Total Disbursements$268,965
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 019-903

Name and Address
(A)
Congress Wealth Management

155 Seaport Blvd
Boston
MA
02210
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$49,380
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$49,380
Bond Call Settlement11/05/2021$49,380
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 019-903

Name and Address
(A)
Bowditch & Dewey, LLP

311 Main Street
Worcester
MA
01615
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,207
Total Non-Itemized Transactions with this Payee/Payer$21,027
Total of All Transactions with this Payee/Payer for This Schedule$47,234
Legal Fees03/12/2021$8,083
Legal Fees05/20/2021$6,061
Legal Fees12/17/2021$12,063
Name and Address
(A)
Eden-Rafferty Attorneys at Law

238 Shrewsbury Street
Worcester
MA
01604
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$21,113
Total of All Transactions with this Payee/Payer for This Schedule$21,113
Name and Address
(A)
Feinberg, Dumont & Brennan

177 Milk Street Suite 300
Boston
MA
02109
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,680
Total Non-Itemized Transactions with this Payee/Payer$4,655
Total of All Transactions with this Payee/Payer for This Schedule$13,335
Legal Fees04/13/2021$8,680
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 019-903

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: 019-903

Name and Address
(A)
Joint Council 10

544 Main Street
Boston
MA
02129
Type or Classification
(B)
Labor Organization
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
Golf Tournament Contribution05/04/2021$5,000
Name and Address
(A)
Massachusetts Nurses Association

340 Turnpike Street
Canton
MA
02010
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$1,000
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Charitable Donation03/22/2021$5,000
Name and Address
(A)
Promotional Solutions, LLC
366

East Berlin
CT
06023
Type or Classification
(B)
Manufacturer of promotional items
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,921
Total Non-Itemized Transactions with this Payee/Payer$7,856
Total of All Transactions with this Payee/Payer for This Schedule$13,777
apparel for the scholarship fund03/02/2021$5,921
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 019-903

Name and Address
(A)
Charter Communications
7173

Pasadena
CA
91109
Type or Classification
(B)
Telephone provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,223
Total of All Transactions with this Payee/Payer for This Schedule$7,223
Name and Address
(A)
Congress Wealth Management

155 Seaport Blvd 3rd Floor
Boston
MA
02210
Type or Classification
(B)
Investment Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,982
Total of All Transactions with this Payee/Payer for This Schedule$7,982
Name and Address
(A)
Connolly Printing

17B Gill Street
Woburn
MA
01801
Type or Classification
(B)
Printing Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,490
Total of All Transactions with this Payee/Payer for This Schedule$5,490
Name and Address
(A)
Independent Truck Service Inc

481 Hartford Turnpike
Shrewsbury
MA
01545
Type or Classification
(B)
Truck Repair Shop
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,089
Total Non-Itemized Transactions with this Payee/Payer$1,741
Total of All Transactions with this Payee/Payer for This Schedule$7,830
Truck repairs12/01/2021$6,089
Name and Address
(A)
Manzi & Associates L.L.C.

855 Turnpike Street
North Andover
MA
01845
Type or Classification
(B)
Accounting firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,836
Total Non-Itemized Transactions with this Payee/Payer$895
Total of All Transactions with this Payee/Payer for This Schedule$26,731
Accounting fees03/19/2021$6,468
Accounting Fees06/16/2021$6,456
Accounting Fees09/15/2021$6,456
Accounting Fees12/17/2021$6,456
Name and Address
(A)
Pitney Bowes Purchase Power
371874

Pittsburg
PA
15250
Type or Classification
(B)
Postage Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,420
Total of All Transactions with this Payee/Payer for This Schedule$6,420
Name and Address
(A)
Teamsters Local 170 H&W Fund

330 Southwest Cutoff
Worcester
MA
01604
Type or Classification
(B)
Trust Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$75,660
Total Non-Itemized Transactions with this Payee/Payer$4,800
Total of All Transactions with this Payee/Payer for This Schedule$80,460
Rent01/04/2021$6,212
Rent02/02/2021$6,212
Rent03/01/2021$6,212
Rent04/01/2021$6,336
Rent05/04/2021$6,336
Rent06/01/2021$6,336
Rent07/06/2021$6,336
Rent08/04/2021$6,336
Rent09/02/2021$6,336
Rent10/05/2021$6,336
Rent11/02/2021$6,336
Rent12/01/2021$6,336
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 019-903

Name and Address
(A)
Connolly Printing

17B Gill Street
Woburn
MA
01801
Type or Classification
(B)
Printing Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,199
Total of All Transactions with this Payee/Payer for This Schedule$12,199
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 019-903

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$839,190
Pension, Health Insurance, AnnuityNew England Teamsters and Trucking Pension Fund$228,739
Health & WelfareTeamsters Local 170 H&W Fund$240,693
Group Life InsuranceLincoln National Life Insurance Company$341,258
Scholarship AwardsMember beneficiaries$28,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 019-903


Question 12: An audit was performed by Manzi & Associates LLC 855 Turnpike Street North Andover, MA 01845

Question 15: Jackets and other memorabilia were given out to members at meetings. Full depreciated assets were retired.

Question 10: Teamsters Local 170 Health & Welfare Fund 330 Southwest Cutoff Worcester, MA 01607 EIN: 04-2219623 The Fund provides healthcare benefits for eligible participants.

Question 11(a):

Question 11(a): : Truck Drivers and Helpers Local No. 170 Political Action Committee. The PAC files with the Commonwealth of Massachusetts Office of Campaign and Political Finance.

Schedule 8, Row5:

Schedule 8, Row5:

Schedule 8, Row1:

Schedule 8, Row1:

Schedule 8, Row2:

Schedule 8, Row2:

Schedule 8, Row3:

Schedule 8, Row3:

Schedule 8, Row4:

Schedule 8, Row4:

Schedule 13, Row1:

Schedule 13, Row1::Active members pay full dues

Schedule 13, Row1:

Schedule 13, Row1::

General Information: The Business Agents use union automobiles for personal use, but the usage is over 50% for business. The personal usage is taxed accordingly and appears on the W-2 for each Business Agent.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)