544-070 (LM2) 12/31/2021

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
544-070

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 WORKERS UNITED, SEIU
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 EDGAR	Last Name ROMNEY
P.O Box - Building and Room Number
Number and Street 22 South 22nd Street
City Philadelphia
State PA	ZIP Code + 4 19103

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:

Lynne P Fox

PRESIDENT

71. SIGNED:

Edgar Romney

TREASURER

Date:

Mar 30, 2022

Telephone Number:

215-751-9770

Date:

Mar 30, 2022

Telephone Number:

212-895-4660

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 544-070

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?	Yes
19. What is the date of the labor organization's next regular election of officers?	03/2025

20. How many members did the labor organization have at the end of the reporting period?

71,957

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	2	per	Month	2	2
(b) Working Dues/Fees	N/A	per	Month	N/A	N/A
(c) Initiation Fees	N/A	per	Month	N/A	N/A
(d) Transfer Fees	N/A	per	Month	N/A	N/A
(e) Work Permits	N/A	per	Month	N/A	N/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 544-070

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$1,218,206	$1,048,238
23. Accounts Receivable	1	$343,878	$276,791
24. Loans Receivable	2	$874,400	$821,900
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$185,803,409	$182,449,199
27. Fixed Assets	6	$63,749	$45,992
28. Other Assets	7	$389,687	$366,821
29. TOTAL ASSETS		$188,693,329	$185,008,941

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$149,773	$149,563
31. Loans Payable	9	$13,665,315	$12,132,535
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$916,566	$794,017
34. TOTAL LIABILITIES		$14,731,654	$13,076,115

35. NET ASSETS

$173,961,675

$171,932,826

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 544-070

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$4,066
37. Per Capita Tax		$276,259
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$0
41. Dividends		$2,714,572
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$1,098,878
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$52,500
46. On Behalf of Affiliates for Transmittal to Them		$1,035,074
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$1,185,415
49. TOTAL RECEIPTS		$6,366,764

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,210,411
51. Political Activities and Lobbying		16	$97,210
52. Contributions, Gifts, and Grants		17	$138,457
53. General Overhead		18	$1,604,833
54. Union Administration		19	$401,005
55. Benefits		20	$359,604
56. Per Capita Tax			$31,011
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$43,500
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$1,494,652
63. To Affiliates of Funds Collected on Their Behalf			$1,035,074
64. On Behalf of Individual Members			$0
65. Direct Taxes			$121,484

66. Subtotal			$6,537,241
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$374,708
67b. Less Total Disbursed	$374,199
67c. Total Withheld But Not Disbursed			$509
68. TOTAL DISBURSEMENTS			$6,536,732

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 544-070

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	$200,035	$0	$189,080	$46,486
Totals from all other accounts receivable	$76,756	$0	$878	$459
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$276,791	$0	$189,958	$46,945
Amalgamated Insurance Fund	$0	$0	$0	$7,376
SEIU	$10,955	$0	$0	$10,427
Western States Regional Joint Board	$0	$0	$0	$28,683
SEIU Local 800	$189,080	$0	$189,080	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 544-070

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

$874,400

$52,500

$821,900

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: New York Metropolitan Area JB
Purpose: Assistance
Security: None
Terms of Repayment: On Demand

$430,868

$7,500

$423,368

Name: Philadelphia Joint Board
Purpose: Assistance
Security: None
Terms of Repayment: On Demand

$292,322

$22,500

$269,822

Name: Rochester Regional Joint Board
Purpose: Assistance
Security: None
Terms of Repayment: On Demand

$151,210

$22,500

$128,710

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 544-070

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	$933,313	$933,313	$1,098,878	$1,098,878
Longview Core Bond Fund	$933,313	$933,313	$1,098,878	$1,098,878

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$1,098,878

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 544-070

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$43,500	$43,500	$43,500
Computer Hardware	$1,714	$1,714	$1,714
Computer Software	$41,786	$41,786	$41,786

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$43,500

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 544-070

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$172,716,716
B. Total Book Value	$179,347,199
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Amalgamated Financial Corp Common A Stock	$136,269,777
Long View Core Bond Fund	$43,077,422

Other Investments
D. Total Cost	$3,102,000
E. Total Book Value	$3,102,000
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.

ALICO Preferred Stock	$2,100,000
Ramblers Way Farm, Inc.	$1,000,000

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

$182,449,199

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 544-070

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : None	$0		$0	$0

B. Buildings (give location)
Building 1 : None	$0	$0	$0	$0

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$1,348

E. Other Fixed Assets

$232,532

$186,540

$45,992

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$233,880

$187,888

$45,992

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 544-070

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$366,821
Dividend Receivable	$160
Prepaid Expense	$4,282
Prepaid Insurance	$121,329
Advances	$241,050

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 544-070

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	$149,563	$167	$0	$4,500
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$149,563	$167	$0	$4,500

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 544-070

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	$13,665,315	$0	$1,494,652	$38,128	$12,132,535
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
SEIU	$13,665,315	$0	$1,494,652	$38,128	$12,132,535

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 544-070

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$794,017
Accrued Vacation Payable	$98,552
Post Retirement Benefit Liability	$611,110
Accrued Expenses	$78,027
Payroll Deductions Payable	$6,328

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 544-070

(A)
Name

(B)
Title

(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

FOX , LYNNE
PRESIDENT
C

$210,944

$4,800

$1,588

$217,332

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

25 %

A
B
C

ROMNEY , EDGAR
SECRETARY-TREASURER
C

$52,100

$6,600

$2,468

$61,168

Schedule 15
Representational Activities

40 %

Schedule 16
Political Activities and Lobbying

15 %

Schedule 17
Contributions

15 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

25 %

A
B
C

FOWLIE , BARRY
EXECUTIVE VICE PRESIDENT
P

Schedule 15
Representational Activities

66 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

4 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

20 %

A
B
C

HERVEY , BILLIE J
EXECUTIVE VICE PRESIDENT
N

$103,914

$7,675

$1,826

$113,415

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

MELMAN , DAVID
EXECUTIVE VICE PRESIDENT
C

$35,000

Schedule 15
Representational Activities

61 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

25 %

A
B
C

ARROYO , ALBERTO
VICE PRESIDENT
C

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

8 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

8 %

A
B
C

BAUMANN , CHRIS
VICE PRESIDENT
C

Schedule 15
Representational Activities

65 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

24 %

A
B
C

BONADONNA, JR , GARY
VICE PRESIDENT
C

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

BRACERO-KELLY , JULIE
VICE PRESIDENT
C

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

30 %

A
B
C

BROWN , CLAYOLA
VICE PRESIDENT
C

$99,284

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

50 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

40 %

A
B
C

DUARTE , CHRISTOPHER
VICE PRESIDENT
C

Schedule 15
Representational Activities

65 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

30 %

A
B
C

GUNARATNA , VASANTHE
VICE PRESIDENT
C

Schedule 15
Representational Activities

60 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

20 %

A
B
C

HANSHEW , NAOMI
VICE PRESIDENT
C

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

JONES, SR , PATRICK
VICE PRESIDENT
C

Schedule 15
Representational Activities

58 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

4 %

Schedule 18
General Overhead

6 %

Schedule 19
Administration

27 %

A
B
C

MINTER , RICHARD
VICE PRESIDENT
C

$80,000

$14,863

$780

$95,643

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

RIVERA , MARIA
VICE PRESIDENT
C

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

35 %

A
B
C

ST-MARSEILLE , CLAUDE
VICE PRESIDENT
C

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

75 %

Total Officer Disbursements	$581,242	$19,075	$20,745	$780	$621,842
Less Deductions					$215,882
Net Disbursements					$405,960

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 544-070

(A)
Name

(B)
Title

(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

ANG , DAWN
SPECIAL PROJECTS DIRECTOR
None

$67,885

$1,417

$69,302

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

CORREA , LIDIA
RETIREE SERVICES AIDE
None

$16,065

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

FREEMAN , ROBERT
DIRECTOR OF FINANCE
None

$92,381

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

30 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

30 %

A
B
C

JORDAN , KATIE
RETIREE ASSN PRESIDENT
None

$12,500

$81

$12,581

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

25 %

A
B
C

KATZ , IRA
ASSOC GENERAL COUNSEL
None

$54,066

$1,038

$55,104

Schedule 15
Representational Activities

93 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

7 %

A
B
C

LEVINSON , MARK
POLICY DIRECTOR
None

$117,422

$71

$117,493

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

25 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

50 %

A
B
C

RYZAK , CYRYL
RESEARCHER
None

$36,525

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

YOUNG , ERIN
POLITICAL DIRECTOR
None

$45,040

$220

$45,260

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

90 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$7,719

$1,014

$8,733

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

30 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

70 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$449,603	$0	$3,841	$0	$453,444
Less Deductions					$158,826
Net Disbursements					$294,618

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 544-070

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	71,957
Agency Fee Payers*	272
Total Members/Fee Payers	72,229
*Agency Fee Payers are not considered members of the labor organization.
Full Time Members	71,720	Yes
Part Time Members	237	Yes

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 544-070

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$825,396
2. Named Payer Non-itemized Receipts	$351,001
3. All Other Receipts	$9,018
4. Total Receipts	$1,185,415

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$55,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$69,185
4. To Employees	$4,984
5. All Other Disbursements	$9,288
6. Total Disbursements	$138,457

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$645,865
2. Named Payee Non-itemized Disbursements	$110,914
3. To Officers	$331,476
4. To Employees	$102,571
5. All Other Disbursements	$19,585
6. Total Disbursements	$1,210,411

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$1,106,813
2. Named Payee Non-itemized Disbursements	$264,793
3. To Officers	$47,574
4. To Employees	$140,163
5. All Other Disbursements	$45,490
6. Total Disbursements	$1,604,833

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$29,830
4. To Employees	$64,233
5. All Other Disbursements	$3,147
6. Total Disbursements	$97,210

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$84,192
2. Named Payee Non-itemized Disbursements	$7,144
3. To Officers	$143,777
4. To Employees	$141,492
5. All Other Disbursements	$24,400
6. Total Disbursements	$401,005

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 544-070

Name and Address
(A)

701-703 McCarter Holding Building Corp, Inc.

701-703 McCarter Highway
Newark
NJ
07102

Type or Classification
(B)

Building Corp.

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,994
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$9,994
Reimburse For Insurance	06/29/2021	$9,994

Name and Address
(A)

A. Philip Randolph Institute

815 16th Street, NW, 3rd Fl
Washington
DC
20006

Type or Classification
(B)

Charitable Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$121,777
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$121,777
Reimburse For Salary & Expenses	04/07/2021	$18,498
Reimburse For Salary & Expenses	06/03/2021	$32,062
Reimburse For Salary & Expenses	06/29/2021	$9,249
Reimburse For Salary & Expenses	10/08/2021	$29,905
Reimburse For Salary & Expenses	11/12/2021	$11,407
Reimburse For Salary & Expenses	01/06/2021	$9,249
Reimburse For Salary & Expenses	01/25/2021	$11,407

Name and Address
(A)

Alliant Insurance Agency Insurance

32 Old Slip
New York
NY
10005

Type or Classification
(B)

Insurance Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,326
Total Non-Itemized Transactions with this Payee/Payer		$14,998
Total of All Transactions with this Payee/Payer for This Schedule		$48,324
Refund Insurance	05/05/2021	$12,705
Refund Insurance	05/05/2021	$20,621

Name and Address
(A)

Amalgamated National Health & Welfare Fund

333 Westchester Avenue
White Plains
NY
10604

Type or Classification
(B)

Health & Welfare Fund

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,888
Total of All Transactions with this Payee/Payer for This Schedule		$15,888

Name and Address
(A)

Amalgamated Social Benefits

333 South Ashland Avenue
Chicago
IL
60607

Type or Classification
(B)

Health & Welfare Fund

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,551
Total of All Transactions with this Payee/Payer for This Schedule		$5,551

Name and Address
(A)

Chicago & Midwest Regional Joint Board

333 South Ashland Avenue
Chicago
IL
60607

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$81,642
Total Non-Itemized Transactions with this Payee/Payer		$3,892
Total of All Transactions with this Payee/Payer for This Schedule		$85,534
Reimburse For Insurance	05/26/2021	$74,337
Reimburse For Insurance	08/11/2021	$7,305

Name and Address
(A)

Laundry, Distribution & Food Service Joint Board

703 McCarter Highway
Newark
NJ
07102

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$27,943
Total Non-Itemized Transactions with this Payee/Payer		$61,232
Total of All Transactions with this Payee/Payer for This Schedule		$89,175
Reimburse For Insurance	06/08/2021	$19,728
Reimburse For Insurance	09/07/2021	$8,215

Name and Address
(A)

Local 50

527 South Harbor Boulevard
Anaheim
CA
92805

Type or Classification
(B)

Local Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,436
Total Non-Itemized Transactions with this Payee/Payer		$1,752
Total of All Transactions with this Payee/Payer for This Schedule		$7,188
Reimburse For Insurance	05/26/2021	$5,436

Name and Address
(A)

Mid-Atlantic Regional Joint Board

5735 Industry Lane
Frederick
MD
21704

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,786
Total Non-Itemized Transactions with this Payee/Payer		$34,368
Total of All Transactions with this Payee/Payer for This Schedule		$47,154
Reimburse For Insurance	04/28/2021	$6,420
Reimburse For Insurance	08/26/2021	$6,366

Name and Address
(A)

Pennsylvania Joint Board

5050 W Tilghman St, Ste 450
Allentown
PA
18104

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,190
Total Non-Itemized Transactions with this Payee/Payer		$37,241
Total of All Transactions with this Payee/Payer for This Schedule		$52,431
Reimburse For Insurance	04/07/2021	$7,490
Reimburse For Insurance	07/28/2021	$7,700

Name and Address
(A)

SEIU

1800 Massachusetts Ave, NW
Washington
DC
20036

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$380,611
Total Non-Itemized Transactions with this Payee/Payer		$163,007
Total of All Transactions with this Payee/Payer for This Schedule		$543,618
Reimburse For Salary & Expenses	02/05/2021	$11,338
Organizing Subsidy	02/12/2021	$44,521
Organizing Subsidy	03/05/2021	$22,260
Organizing Subsidy	04/02/2021	$22,260
Reimburse For Salary & Expenses	04/09/2021	$16,212
Organizing Subsidy	05/07/2021	$22,260
Reimburse For Salary & Expenses	05/28/2021	$11,338
Organizing Subsidy	06/04/2021	$22,260
Organizing Subsidy	07/02/2021	$22,260
Organizing Subsidy	08/06/2021	$22,260
Reimburse For Salary & Expenses	08/13/2021	$10,044
Reimburse For Salary & Expenses	08/20/2021	$10,318
Organizing Subsidy	09/03/2021	$22,260
Organizing Subsidy	10/08/2021	$22,260
Organizing Subsidy	11/05/2021	$22,260
Reimburse For Salary & Expenses	12/03/2021	$9,622
Organizing Subsidy	12/03/2021	$22,260
Reimburse For Salary & Expenses	12/17/2021	$37,747
Reimburse For Salary & Expenses	12/23/2021	$6,871

Name and Address
(A)

Sidney Hillman Health Health Center (Chicago)

333 South Ashland Avenue
Chicago
IL
60607

Type or Classification
(B)

Health Center

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,567
Total Non-Itemized Transactions with this Payee/Payer		$4,041
Total of All Transactions with this Payee/Payer for This Schedule		$23,608
Reimburse For Insurance	05/26/2021	$5,412
Reimburse For Insurance	05/26/2021	$14,155

Name and Address
(A)

Southern Regional Joint Board

1777 Phoenix Pway, Ste 230
Atlanta
GA
30349

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$98,511
Total Non-Itemized Transactions with this Payee/Payer		$6,852
Total of All Transactions with this Payee/Payer for This Schedule		$105,363
Reimburse For Insurance	02/24/2021	$7,490
Reimburse For Insurance	04/07/2021	$7,490
Reimburse For Insurance	04/14/2021	$7,490
Reimburse For Insurance	05/05/2021	$7,490
Reimburse For Insurance	06/08/2021	$7,700
Reimburse For Insurance	08/11/2021	$20,880
Reimburse For Insurance	10/21/2021	$7,700
Reimburse For Insurance	10/29/2021	$7,700
Reimburse For Insurance	11/30/2021	$9,381
Reimburse For Insurance	12/28/2021	$7,700
Reimburse For Insurance	01/25/2021	$7,490

Name and Address
(A)

Western States Regional Joint Board

920 South Alvarado Street
Los Angeles
CA
90005

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,613
Total Non-Itemized Transactions with this Payee/Payer		$2,179
Total of All Transactions with this Payee/Payer for This Schedule		$20,792
Reimburse For Insurance	06/29/2021	$18,613

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 544-070

Name and Address
(A)

American Airlines

2702 Love Field Drive
Dallas/Fort 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		$5,247
Total of All Transactions with this Payee/Payer for This Schedule		$5,247

Name and Address
(A)

Budget Rent A Car

Six Sylvan Way
Parsippany
NJ
07054

Type or Classification
(B)

Car Rental

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,487
Total of All Transactions with this Payee/Payer for This Schedule		$6,487

Name and Address
(A)

Code Above Lab Inc.

2626 Admiral Circle
Hayward
CA
94545

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$106,120
Total Non-Itemized Transactions with this Payee/Payer		$7,875
Total of All Transactions with this Payee/Payer for This Schedule		$113,995
Consulting Fees - Website Design Organzing	01/25/2021	$18,000
Consulting Fees - Website Design Organzing	04/07/2021	$12,313
Consulting Fees - Website Design Organzing	04/07/2021	$23,083
Consulting Fees - Website Design Organzing	05/05/2021	$20,750
Consulting Fees - Website Design Organzing	06/03/2021	$15,406
Consulting Fees - Website Design Organzing	07/13/2021	$10,662
Consulting Fees - Website Design Organzing	10/08/2021	$5,906

Name and Address
(A)

Cohen Weiss & Simon LLP

900 Third Avenue
New York
NY
10022

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,593
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,593
Legal Fees	02/24/2021	$15,593

Name and Address
(A)

Cuff's Point LLC
66376
1911 Virginia Avenue
Washington
DC
20035

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$217,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$217,000
Consulting Fees & Expenses - Organizing	01/16/2021	$15,000
Consulting Fees & Expenses - Organizing	02/05/2021	$15,000
Consulting Fees & Expenses - Organizing	03/03/2021	$15,000
Consulting Fees & Expenses - Organizing	04/07/2021	$15,000
Consulting Fees & Expenses - Organizing	05/19/2021	$15,000
Consulting Fees & Expenses - Organizing	06/03/2021	$15,000
Consulting Fees & Expenses - Organizing	07/13/2021	$15,000
Consulting Fees & Expenses - Organizing	08/11/2021	$15,000
Consulting Fees & Expenses - Organizing	09/07/2021	$15,000
Consulting Fees & Expenses - Organizing	10/15/2021	$15,000
Consulting Fees & Expenses - Organizing	11/05/2021	$15,000
Consulting Fees & Expenses - Organizing	12/09/2021	$15,000
Consulting Fees & Expenses - Organizing	12/09/2021	$37,000

Name and Address
(A)

Gibson & Barnes LLP

119 Spadina Ave, Suite 801
Toronto, ON M5V 2L1
00

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,903
Total Non-Itemized Transactions with this Payee/Payer		$15,303
Total of All Transactions with this Payee/Payer for This Schedule		$21,206
Legal Fees	02/17/2021	$5,903

Name and Address
(A)

Lexis/Nexis
9584

New York
NY
10087

Type or Classification
(B)

Research Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,428
Total of All Transactions with this Payee/Payer for This Schedule		$10,428

Name and Address
(A)

Patrick Bruce

91 Carleton Street, #1
Portland
ME
04102

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		$14,400
Total of All Transactions with this Payee/Payer for This Schedule		$14,400

Name and Address
(A)

Patrick Horan

24 Wallingford Road, #3
Brighton
MA
02135

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		$23,441
Total of All Transactions with this Payee/Payer for This Schedule		$23,441

Name and Address
(A)

Pro-Tier, Inc.

1223 Ballena Boulevard
San Francisco
CA
94501

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,250
Total Non-Itemized Transactions with this Payee/Payer		$2,150
Total of All Transactions with this Payee/Payer for This Schedule		$13,400
Consulting Fees - Website Design Organzing	02/01/2021	$6,200
Consulting Fees - Website Design Organzing	03/03/2021	$5,050

Name and Address
(A)

Richard Bensinger

4220 Campbell Ave, Apt 610
Arlington
VA
22206

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$82,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$82,500
Consulting Fees & Expenses - Organizing	01/06/2021	$7,500
Consulting Fees & Expenses - Organizing	01/27/2021	$7,500
Consulting Fees & Expenses - Organizing	02/24/2021	$7,500
Consulting Fees & Expenses - Organizing	02/24/2021	$7,500
Consulting Fees & Expenses - Organizing	03/25/2021	$7,500
Consulting Fees & Expenses - Organizing	04/21/2021	$7,500
Consulting Fees & Expenses - Organizing	05/25/2021	$7,500
Consulting Fees & Expenses - Organizing	12/01/2021	$30,000

Name and Address
(A)

Sara Horowitz

11 Miller Lane West
East Hampton
NY
11937

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		$5,813
Total of All Transactions with this Payee/Payer for This Schedule		$5,813

Name and Address
(A)

Southwest Regional Joint Board

3235 South Carrier Parkway
Grand Prairie
TX
75052

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$69,999
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$69,999
Structural Relief	04/13/2021	$23,335
Structural Relief	05/04/2021	$5,833
Structural Relief	06/02/2021	$5,833
Structural Relief	07/02/2021	$5,833
Structural Relief	08/03/2021	$5,833
Structural Relief	10/04/2021	$5,833
Structural Relief	11/02/2021	$5,833
Structural Relief	11/22/2021	$5,833
Structural Relief	12/02/2021	$5,833

Name and Address
(A)

Strategy Consulting, Inc.

2561 Eastchester Road
Bronx
NY
10469

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer		$16,000
Total of All Transactions with this Payee/Payer for This Schedule		$24,000
Consulting Fees - Global Affairs	02/19/2021	$8,000

Name and Address
(A)

The Law Office of Glen W Roberts II

1550 Larimer St, Suite 887
Denver
CO
80202

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$67,500
Total Non-Itemized Transactions with this Payee/Payer		$3,770
Total of All Transactions with this Payee/Payer for This Schedule		$71,270
Legal Fees	08/18/2021	$7,500
Legal Fees	08/18/2021	$7,500
Legal Fees	08/18/2021	$7,500
Legal Fees	08/18/2021	$7,500
Legal Fees	08/18/2021	$7,500
Legal Fees	09/07/2021	$7,500
Legal Fees	09/07/2021	$7,500
Legal Fees	10/15/2021	$7,500
Legal Fees	12/01/2021	$7,500

Name and Address
(A)

UXP Labs LLC

929 West Jullian Street
San Jose
CA
95126

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$62,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$62,000
Consulting Fees - Database Design Organzing	03/11/2021	$8,000
Consulting Fees - Database Design Organzing	05/05/2021	$12,000
Consulting Fees - Database Design Organzing	07/13/2021	$12,000
Consulting Fees - Database Design Organzing	09/07/2021	$12,000
Consulting Fees - Database Design Organzing	11/05/2021	$12,000
Consulting Fees - Database Design Organzing	12/09/2021	$6,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 544-070

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 544-070

Name and Address
(A)

A. Philip Randolph Institute

815 16th Street, NW, 3rd Fl
Washington
DC
20006

Type or Classification
(B)

Charitable Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Contribution	12/10/2021	$5,000

Name and Address
(A)

Bread & Roses Missouri

2725 Clifton Street
St. Louis
MO
63139

Type or Classification
(B)

Charitable Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
Contribution	03/17/2021	$15,000

Name and Address
(A)

Go Fund Me

855 Jefferson Avenue
Redwood City
CA
94063

Type or Classification
(B)

Fund Raiser

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Contribution - Brittany Harrison	12/09/2021	$5,000

Name and Address
(A)

Southwest Regional Joint Board Relief Fund

3235 South Carrier Parkway
Grand Prairie
TX
75052

Type or Classification
(B)

Relief Fund

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Contribution	11/04/2021	$10,000

Name and Address
(A)

The Sidney Hillman Foundation Inc.

498 7th Avenue, Suite 1600
New York
NY
10018

Type or Classification
(B)

Charitable Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Contribution	12/08/2021	$10,000

Name and Address
(A)

United Students Against Sweatshops

1155 Connecticut Ave, NW
Washington
DC
20036

Type or Classification
(B)

Charitable Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Contribution	01/06/2021	$10,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 544-070

Name and Address
(A)

Abila
123303

Dallas
TX
75312

Type or Classification
(B)

Accounting Software

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,621
Total of All Transactions with this Payee/Payer for This Schedule		$7,621

Name and Address
(A)

ADP, Inc.
1851 N Resler Drive MS-100

El Paso
TX
79912

Type or Classification
(B)

Payroll Service Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,308
Total of All Transactions with this Payee/Payer for This Schedule		$9,308

Name and Address
(A)

Alliant
32 Old Slip

New York
NY
10005

Type or Classification
(B)

Insurance Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$759,015
Total Non-Itemized Transactions with this Payee/Payer		$158,196
Total of All Transactions with this Payee/Payer for This Schedule		$917,211
Insurance	04/14/2021	$9,486
Insurance	05/05/2021	$95,750
Insurance	05/05/2021	$79,800
Insurance	05/12/2021	$61,325
Insurance	05/12/2021	$30,554
Insurance	05/12/2021	$9,218
Insurance	05/12/2021	$10,683
Insurance	05/12/2021	$5,285
Insurance	05/12/2021	$11,021
Insurance	05/12/2021	$5,491
Insurance	05/12/2021	$65,000
Insurance	05/12/2021	$30,600
Insurance	06/03/2021	$20,110
Insurance	06/03/2021	$10,055
Insurance	06/10/2021	$30,554
Insurance	07/13/2021	$5,491
Insurance	07/13/2021	$10,055
Insurance	07/13/2021	$5,295
Insurance	07/13/2021	$34,558
Insurance	08/03/2021	$74,496
Insurance	08/11/2021	$30,554
Insurance	08/11/2021	$5,295
Insurance	08/11/2021	$5,491
Insurance	08/11/2021	$10,055
Insurance	09/15/2021	$30,554
Insurance	09/15/2021	$5,295
Insurance	09/15/2021	$5,494
Insurance	09/15/2021	$10,055
Insurance	10/15/2021	$30,554
Insurance	10/15/2021	$5,295
Insurance	10/15/2021	$5,491
Insurance	10/15/2021	$10,055

Name and Address
(A)

Amalgamated Bank Bank
275 Seventh Avenue

New York
NY
10001

Type or Classification
(B)

Bank

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$48,878
Total Non-Itemized Transactions with this Payee/Payer		$5,005
Total of All Transactions with this Payee/Payer for This Schedule		$53,883
Investment Manager Fees	03/03/2021	$12,556
Investment Manager Fees	05/25/2021	$12,073
Investment Manager Fees	08/24/2021	$12,080
Investment Manager Fees	11/22/2021	$12,169

Name and Address
(A)

Amster Rothstein & Ebenstein LLP

90 Park Avenue
New York
NY
10016

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,904
Total of All Transactions with this Payee/Payer for This Schedule		$7,904

Name and Address
(A)

AndCo Investment Manager Fees
531 West Morse Blvd

Winter Haven
FL
32789

Type or Classification
(B)

Investment Manager

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$30,000
Investment Manager Fees	01/06/2021	$7,500
Investment Manager Fees	03/25/2021	$7,500
Investment Manager Fees	07/01/2021	$7,500
Investment Manager Fees	10/01/2021	$7,500

Name and Address
(A)

AT&T Mobility
9004

Carol Stream
IL
60197

Type or Classification
(B)

Cell Phone Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,539
Total of All Transactions with this Payee/Payer for This Schedule		$5,539

Name and Address
(A)

Buck Global LLC
500 Plaza Drive

Secaucus
NJ
07096

Type or Classification
(B)

Actuary

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,200
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$16,200
Calculation Of Post Retirement Liability	02/10/2021	$16,200

Name and Address
(A)

Cohen Weiss & Simon LLP
900 Third Avenue

New York
NY
10022

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$99,940
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$99,940
Legal Fees	01/06/2021	$8,061
Legal Fees	01/25/2021	$10,682
Legal Fees	02/24/2021	$7,657
Legal Fees	04/01/2021	$7,562
Legal Fees	05/05/2021	$7,500
Legal Fees	06/03/2021	$7,500
Legal Fees	07/01/2021	$7,500
Legal Fees	07/29/2021	$7,500
Legal Fees	08/18/2021	$13,173
Legal Fees	10/01/2021	$7,657
Legal Fees	10/08/2021	$7,648
Legal Fees	12/01/2021	$7,500

Name and Address
(A)

Cuff's Point LLC
66376

Washington
DC
20035

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$60,000
Consulting Fees	09/07/2021	$5,000
Consulting Fees	10/15/2021	$5,000
Consulting Fees	11/05/2021	$5,000
Consulting Fees	12/09/2021	$5,000
Consulting Fees	01/06/2021	$5,000
Consulting Fees	02/05/2021	$5,000
Consulting Fees	03/03/2021	$5,000
Consulting Fees	04/07/2021	$5,000
Consulting Fees	05/19/2021	$5,000
Consulting Fees	06/03/2021	$5,000
Consulting Fees	07/13/2021	$5,000
Consulting Fees	08/11/2021	$5,000

Name and Address
(A)

Dan Klores Communications Public Relations
261 5th Avenue, 3rd Floor

New York
NY
10016

Type or Classification
(B)

Public Relations

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,500
Total of All Transactions with this Payee/Payer for This Schedule		$7,500

Name and Address
(A)

Jones Deslauriers Insurance Management Inc.

2375 Skymark Avenue
Mississauga, ON L4W 4Y6
00

Type or Classification
(B)

Insurance Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,764
Total of All Transactions with this Payee/Payer for This Schedule		$8,764

Name and Address
(A)

Lexis/Nexis
9584

New York
NY
10087

Type or Classification
(B)

Research Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,214
Total of All Transactions with this Payee/Payer for This Schedule		$5,214

Name and Address
(A)

Novak/Francella LLC

40 Monument Road, 5th Floor
Bala Cynwyd
PA
19004

Type or Classification
(B)

Accounting Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$57,284
Total Non-Itemized Transactions with this Payee/Payer		$3,222
Total of All Transactions with this Payee/Payer for This Schedule		$60,506
Audit Fees	04/21/2021	$8,125
Audit Fees	05/19/2021	$8,645
Audit Fees	06/10/2021	$10,231
Audit Fees	07/29/2021	$10,511
Audit Fees	08/26/2021	$10,359
Audit Fees	10/01/2021	$9,413

Name and Address
(A)

Pennjerdel Insurance Consultants, Inc.

400 Middletown Blvd Ste 106
Langhorne
PA
19047

Type or Classification
(B)

Insurance Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,324
Total of All Transactions with this Payee/Payer for This Schedule		$9,324

Name and Address
(A)

Philadelphia Joint Board
22 South 22nd Street

Philadelphia
PA
19103

Type or Classification
(B)

Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,087
Total of All Transactions with this Payee/Payer for This Schedule		$12,087

Name and Address
(A)

Schulte Roth & Zabel LLP
919 Third Avenue

New York
NY
10022

Type or Classification
(B)

Law Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,436
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$20,436
Legal Fees	12/29/2021	$20,436

Name and Address
(A)

Strategic Communications Consultants
62

Trumbauersville
PA
18970

Type or Classification
(B)

Communications Consultants

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,000
Total of All Transactions with this Payee/Payer for This Schedule		$12,000

Name and Address
(A)

Windjammer, Inc.

525 North Main Street
Bangor
PA
18013

Type or Classification
(B)

Manufacturer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,060
Total Non-Itemized Transactions with this Payee/Payer		$29
Total of All Transactions with this Payee/Payer for This Schedule		$15,089
Union Promotion - T-Shirts	10/20/2021	$15,060

Name and Address
(A)

Xerox
202882

Dallas
TX
75320

Type or Classification
(B)

Copier Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,080
Total of All Transactions with this Payee/Payer for This Schedule		$13,080

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 544-070

Name and Address
(A)

617MediaGroup.com, LLC

282 Moody Street, Suite 314
Waltham
MA
02453

Type or Classification
(B)

Audio Visual

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Production For Virtual Convention	10/08/2021	$10,000

Name and Address
(A)

P'unk Avenue

1168 East Passyunk Avenue
Philadelphia
PA
19147

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,375
Total Non-Itemized Transactions with this Payee/Payer		$4,500
Total of All Transactions with this Payee/Payer for This Schedule		$23,875
Consulting For Virtual Convention	02/04/2021	$19,375

Name and Address
(A)

Unionwear

305 3rd Avenue W, #5
Newark
NJ
07107

Type or Classification
(B)

Manufacturer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,347
Total Non-Itemized Transactions with this Payee/Payer		$1,300
Total of All Transactions with this Payee/Payer for This Schedule		$16,647
Promotional Products For Convention	03/25/2021	$15,347

Name and Address
(A)

UPS
7247-0244

Philadelphia
PA
19170

Type or Classification
(B)

Shipping Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,569
Total Non-Itemized Transactions with this Payee/Payer		$1,344
Total of All Transactions with this Payee/Payer for This Schedule		$24,913
Mail Convention Items To Delegates	04/07/2021	$23,569

Name and Address
(A)

Vireo Films

1321 North 27th Street
Philadelphia
PA
19121

Type or Classification
(B)

Audio Visual

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,281
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,281
Video Production For Virtual Convention	04/28/2021	$10,281

Name and Address
(A)

Windjammer, Inc.

525 North Main Street
Bangor
PA
18013

Type or Classification
(B)

Manufacturer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,620
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,620
Promotional Products For Convention - T-Shirts	03/11/2021	$5,620

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 544-070

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$359,604
Life Insurance	Amalgamated National Health Fund	$58,826
Medical	Amalgamated National Health Fund	$81,016
Drug Plan	Amalgamated National Health Fund	$30,248
Dental	Amalgamated National Health Fund	$14,361
Pension	Consolidated Retirement Fund	$124,108
Medical	Manulife Financial	$11,828
Dental	Manulife Financial	$356
Disability Insurance	Prudential	$3,594
Supplemental Pension	Retired Staff Employees	$35,267

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 544-070

Question 12: : : Novak/Francella LLP, Certified Public Accountants, has been retained and is performing an independent audit of the Union's financial statements for the year ending 12/31/21.

Question 10: : : Death Benefit Fund ILGWU EIN 13-3819434, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL Form 5500. Amalgamated Retirement Insurance Fund EIN 13-4920446 333, Westchester Avenue, White Plains, NY 10604, on a calendar basis, files IRS/DOL/PBGC Form 5500. National Plus Plan EIN 13-3513611 401(K) Plan, 6 Blackstone Valley Place, Lincoln, RI 02865, on a calendar basis, files IRS/DOL/PBGC Form 5500. Pension Plan Of Local 125 EIN 51-6051426, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. National Retirement Fund EIN 13-6130178, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. Amalgamated National Health Fund EIN 27-4411485, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500 Consolidated Retirement Fund EIN# 13-3177000 333 Westchester Avenue White Plains NY 10604 on a calendar basis files IRS/DOL/PBGC Form 5500

Question 11(a):

Question 11(a): : : : Workers United For Political Power EIN 26-4809424 Committee #C00462044. FEC 3X Was Filed With The FEC

Question 18: : : On 3/27/21, Delegates approved changes to the Constitution. A copy of the Summary of the changes and a copy of the new Constitution are attached.

Question 15: : : During the year 400 Convention Items were given to delegates who attended. Items included: bag, hat, t-shirt, buttons, car magnet, umbrella. An additional 1,200 t-shirts were distributed to the Workers United Affiliates. The total depreciation for the year was 61,257. During the year ended December 31,2021 Unrealized Gains on Marketable Securities totaled $136,016.

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 2, Row2:

Schedule 2, Row2:

Schedule 2, Row3:

Schedule 2, Row3:

Schedule 1, Row1:

Schedule 1, Row1::Mutually agreed upon write off of invoices.

Schedule 1, Row2:

Schedule 1, Row2::Mutually agreed upon write off of invoices.

Schedule 1, Row3:

Schedule 1, Row3::Mutually agreed upon write off of invoices.

Schedule 1, Row4:

Schedule 1, Row4::

Schedule 9, Row1:

Schedule 9, Row1:Mutually agreed upon credit against loan balance.

Schedule 13, Row1:

Schedule 13, Row1::Full Time Members have full Voting Rights

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::Part Time Members have full voting rights

Schedule 13, Row2:

Schedule 13, Row2::



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)