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
022-853
2. PERIOD COVERED
From01/01/2021
Through12/31/2021
3. (a) AMENDED - Is this an amended report:
Yes
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
ELECTRICAL WORKERS IBEW AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
465
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
IBEW
 Last Name
LOCAL 465
P.O Box - Building and Room Number

Number and Street
7444 TRADE STREET
City
SAN DIEGO
State
CA		 ZIP Code + 4
921213413


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:Chris SimmonsPRESIDENT71. SIGNED:Blain E Adams-DennerTREASURER
Date:Oct 06, 2022Telephone Number:858-536-7444Date:Oct 07, 2022Telephone Number:619-806-4480
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 022-853
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.)Yes
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?06/2022
20. How many members did the labor organization have at the end of the reporting period?2,639
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees20-39perMonth2039
(b) Working Dues/Fees1% gross wagesperMonth1%1%
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 022-853

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $721,220$733,635
23. Accounts Receivable1$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$593,663$670,885
28. Other Assets7$0
29. TOTAL ASSETS $1,314,883$1,404,520

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$94,117$101,740
34. TOTAL LIABILITIES $94,117$101,740
35. NET ASSETS$1,220,766$1,302,780
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 022-853

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,635,636
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $1,040
39. Sale of Supplies $11,906
40. Interest $683
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$1,500
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 $1,120
48. Other Receipts14$217,668
49. TOTAL RECEIPTS $2,869,553
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$856,348
51. Political Activities and Lobbying16$0
52. Contributions, Gifts, and Grants17$12,100
53. General Overhead18$512,435
54. Union Administration19$160,583
55. Benefits20$173,005
56. Per Capita Tax $919,835
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $31,817
60. Purchase of Investments and Fixed Assets4$117,500
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 $1,150
65. Direct Taxes $72,365
  
66. Subtotal $2,857,138
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$307,420  
  67b. Less Total Disbursed$307,420  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,857,138
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 022-853

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: 022-853

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: 022-853

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$33,187$0$1,500$1,500
VEHICLE$24,307$0$1,500$1,500
FURNITURE$8,880$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$1,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 022-853

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$117,500$117,500$117,500
Vehicle$23,181$23,181$23,181
Building Improvements$43,202$43,202$43,202
Conference Room Technology$29,339$29,339$29,339
Furniture$21,778$21,778$21,778
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$117,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 022-853

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
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)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 022-853

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      7444 TRADE STREET, SAN DIEGO, CA$306,097 $306,097$306,097
B. Buildings (give location)    
Building  1 :      7444 TRADE STREET, SAN DIEGO, CA$370,500$212,205$158,295$158,295
C. Automobiles and Other Vehicles$153,477$103,859$49,619$49,619
D. Office Furniture and Equipment$73,907$25,386$57,400$57,400
E. Other Fixed Assets$219,708$120,234$99,474$99,474
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,123,689$461,684$670,885$670,885
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 022-853

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 022-853

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 022-853

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: 022-853

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $101,740
DUE TO INTERNATIONAL$59,507
ACCRUED PENSION$7,610
ACCRUED COMPENSATED ABSENSES$29,002
PAYROLL LIABILITIES$5,621
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 022-853

(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 		FAIRMAN ,  NATE  
BUSINESS MANAGER/FIN SEC
C		$247,024$2,600$10,446$260,070
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		TASEM ,  MICHAEL  
TREASURER
C		$2,510$493$3,003
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 %
A
B
C 		FISH ,  MATTHEW  
VICE PRESIDENT
P		$146,012$3,783$149,795
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 %
A
B
C 		SIMMONS ,  CHRIS  
PRESIDENT
C		$13,915$168$14,083
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 %
A
B
C 		ALVARADO ,  MAYRA  
RECORDING SECRETARY
C		$2,776$99$2,875
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 %
A
B
C 		FUENTES ,  MARK  
EXECUTIVE BOARD
C		$2,431$70$2,501
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 %
A
B
C 		GETTO ,  AMY  
EXECUTIVE BOARD
C		$4,097$110$4,207
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 %
A
B
C 		PRATKO ,  MIKE   Q
EXECUTIVE BOARD
P		$1,504$50$1,554
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 %
A
B
C 		DOMBROSKI ,  JAYSON  
EXECUTIVE BOARD
C		$1,229$77$1,306
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 %
A
B
C 		MARSHALL ,  JIM  
EXECUTIVE BOARD
C		$1,695$83$1,778
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 %
A
B
C 		PIRAINO ,  PETE  
EXECUTIVE BOARD
C		$1,394$84$1,478
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 %
A
B
C 		GOMEZ ,  ARTURO  
EXECUTIVE BOARD
C		$2,000$110$2,110
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 %
A
B
C 		VARGAS ,  ANDRES  
EXECUTIVE BOARD
N		$3,219$99$3,318
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 %
A
B
C 		LOPEZ ,  LILIAN  
EXECUTIVE BOARD
N		$31$31
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 %
A
B
C 		DAMIAN ,  LOUIS  
EXECUTIVE BAORD
N		$543$68$611
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 %
A
B
C 		PERDOMO ,  CESAR  
EXECUTIVE BOARD
C		$57,158$2,595$59,753
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 %
A
B
C 		HERRING ,  BORIS  
VICE PRESIDENT
N		$5,708$24$5,732
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 %
Total Officer Disbursements$493,246$2,600$18,359$0$514,205
Less Deductions    $141,332
Net Disbursements    $372,873
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 022-853

(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 		TERESCHUK ,  KRISTEN  
ADMINISTRATIVE
NONE		$111,270$1,165$192$112,627
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 		MOSES ,  GEORGE  
BUSINESS REPRESENTATIVE
NONE		$61,169$2,520$63,689
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		VILLARINO ,  JACKIE  
ADMINISTRATIVE
NONE		$76,906$1,163$610$78,679
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 		LORONA ,  MARIA  
BUSINESS REPRESENTATIVE
NONE		$60,852$3,774$64,626
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		DIAZ ,  RAUL  
ASSISTANT BUSINESS MANAGE
NONE		$172,804$100$3,120$176,024
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		ARAUZ ,  ANNABEL  
BUSINESS REPRESENTATIVE
NONE		$109,920$3,788$113,708
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$592,921$2,428$14,004$0$609,353
Less Deductions    $166,088
Net Disbursements    $443,265
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 022-853

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,639 
Agency Fee Payers*
Total Members/Fee Payers2,639 
*Agency Fee Payers are not considered members of the labor organization.
TYPE A350Yes
TYPE B2,289Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 022-853

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$217,668
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts
4. Total Receipts$217,668
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$7,100
6. Total Disbursements$12,100
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$62,811
2. Named Payee Non-itemized Disbursements$37,352
3. To Officers$335,128
4. To Employees$376,242
5. All Other Disbursements$44,815
6. Total Disbursements$856,348
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$34,554
2. Named Payee Non-itemized Disbursements$140,692
3. To Officers$26,007
4. To Employees$233,111
5. All Other Disbursements$78,071
6. Total Disbursements$512,435
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$0
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$5,610
3. To Officers$153,079
4. To Employees$0
5. All Other Disbursements$1,894
6. Total Disbursements$160,583
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 022-853

Name and Address
(A)
U.S. SMALL BUSINESS ADMINISTRATION


WASHINGTON
DC
20416
Type or Classification
(B)
GOVERNMENT AGENCY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$217,668
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$217,668
PAYCHECK PROTECTION PLAN LOAN FORGIVENESS04/23/2021$217,668
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 022-853

Name and Address
(A)
DARRYL HALL

7444 TRADE STREET
SAN DIEGO
CA
92121
Type or Classification
(B)
NEGOTIATIONS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,755
Total of All Transactions with this Payee/Payer for This Schedule$5,755
Name and Address
(A)
GREGG BYRD

7444 TRADE STREET
SAN DIEGO
CA
92121
Type or Classification
(B)
NEGOTIATIONS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,348
Total of All Transactions with this Payee/Payer for This Schedule$6,348
Name and Address
(A)
OCHOA LEGAL GROUP

3737 CAMINO DEL RIO S, 407
SAN DIEGO
CA
92108
Type or Classification
(B)
ATTORNEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,520
Total Non-Itemized Transactions with this Payee/Payer$9,695
Total of All Transactions with this Payee/Payer for This Schedule$47,215
LEGAL SERVICES04/27/2021$9,920
LEGAL SERVICES05/25/2021$9,060
LEGAL SERVICES07/27/2021$10,840
LEGAL SERVICES09/28/2021$7,700
Name and Address
(A)
RICHARD D. PROCHAZKA
881566

SAN DIEGO
CA
92168-1566
Type or Classification
(B)
ATTORNEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,291
Total Non-Itemized Transactions with this Payee/Payer$15,554
Total of All Transactions with this Payee/Payer for This Schedule$40,845
LEGAL SERVICES03/10/2021$6,371
LEGAL SERVICES06/02/2021$12,890
LEGAL SERVICES07/13/2021$6,030
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 022-853

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: 022-853

Name and Address
(A)
SAN DIEGO & IMPERIAL COUNTIES LABOR COUNCIL

3737 CAMINO DEL RIO S, 403
SAN DIEGO
CA
92108
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
DONATION08/24/2021$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 022-853

Name and Address
(A)
AMAZON.COM, INC.


SEATTLE
WA
Type or Classification
(B)
RETAILER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,069
Total of All Transactions with this Payee/Payer for This Schedule$6,069
Name and Address
(A)
AMTRUST NORTH AMERICA


CLEVELAND
OH
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,698
Total of All Transactions with this Payee/Payer for This Schedule$19,698
Name and Address
(A)
AT&T


CAROL STREAM
IL
60197
Type or Classification
(B)
TELEPHONE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,514
Total of All Transactions with this Payee/Payer for This Schedule$28,514
Name and Address
(A)
DEFRANCE PRINTING

320 W 17TH ST
NATIONAL CITY
CA
Type or Classification
(B)
PRINTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,349
Total Non-Itemized Transactions with this Payee/Payer$14,189
Total of All Transactions with this Payee/Payer for This Schedule$35,538
PRINTING05/25/2021$16,091
PRINTING08/24/2021$5,258
Name and Address
(A)
KEY MSP
34383

SAN DIEGO
CA
92163
Type or Classification
(B)
IT SUPPORT - COMPUTERS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,406
Total of All Transactions with this Payee/Payer for This Schedule$12,406
Name and Address
(A)
LAVINE LOFGREN MORRIS AND ENGELBERG

4180 LA JOLLA VILLAGE
LA JOLLA
CA
92037
Type or Classification
(B)
OUTSIDE ACCOUNTANT/AUDITOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,205
Total Non-Itemized Transactions with this Payee/Payer$4,900
Total of All Transactions with this Payee/Payer for This Schedule$18,105
AUDIT FEES01/26/2021$6,610
AUDIT FEES03/10/2021$6,595
Name and Address
(A)
MARSH AND MCLENNAN AGENCY
LOCKBOX #740663

LOS ANGELES
CA
70074
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,571
Total of All Transactions with this Payee/Payer for This Schedule$9,571
Name and Address
(A)
REAL ESTATE TEAM EXPERTS

1503 NORTH IMPERIAL AVE
EL CENTRO
CA
92243
Type or Classification
(B)
RENT IMPERIAL VALLEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,500
Total of All Transactions with this Payee/Payer for This Schedule$16,500
Name and Address
(A)
SDG&E


SAN DIEGO
CA
Type or Classification
(B)
UTILITIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,222
Total of All Transactions with this Payee/Payer for This Schedule$6,222
Name and Address
(A)
TRAVELERS INSURANCE


SPOKANE
WA
99210
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,300
Total of All Transactions with this Payee/Payer for This Schedule$10,300
Name and Address
(A)
WORKING SYSTEMS

101 CAPITOL WAY N #302
OLYMPIA
WA
98501
Type or Classification
(B)
IT SUPPORT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,323
Total of All Transactions with this Payee/Payer for This Schedule$12,323
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 022-853

Name and Address
(A)
CALIFORNIA ELECTIONS COMPANY
302021

ESCONDIDO
CA
92030-2021
Type or Classification
(B)
ELECTION SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,610
Total of All Transactions with this Payee/Payer for This Schedule$5,610
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 022-853

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$173,005
HEALTH BENEFITSSDT/IBEW 465 SECURITY FUND$20,389
HEALTH BENEFITSSAN DIEGO TEAMSTERS$59,892
PENSION BENEFITSSD LABOR UNION 401(K)$80,224
DEATH BENEFITSMEMBERS$12,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 022-853


Question 10: : SAN DIEGO TRANSIT I.B.E.W. LOCAL 465 SECURITY FUND SAN DIEGO TRANSIT CORPORATION EMPLOYEE RETIREMENT PLAN RETIREMENT PLAN FOR I.B.E.W. CONTRACT EMPLOYEES OFSAN DIEGO TRANSIT CORPORATION TO PROVIDE HEALTH AND PENSION BENEFITS TO MEMBERS

Question 12: : AN AUDIT OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2021 WAS PERFORMED BY INDEPENDENT AUDITOR MILLER KAPLAN ARASE LLP

Question 13: DURING 2021, AN EMPLOYEE INADVERTENTLY USED THE LOCAL UNION'S CREDIT CARD FOR PERSONAL EXPENSES. AS SOON AS THE LOCAL UNION BECAME AWARE OF THE ERROR, IT ENTERED INTO A REPAYMENT AGREEMENT WITH THE EMPLOYEE WHO REPAID THE FUNDS IN THEIR ENTIRETY.

Question 15: : THE LOCAL UNION GAVE AWAY $13,480 WORTH OF PROMOTIONAL ITEMS SUCH AS SHIRTS, HATS AND FACEMASKS. THE LOCAL UNION DISPOSED OF OFFICE FURNITURE with a cost of $8,880 and a book value of $0 THROUGH DONATION.

Schedule 13, Row1:

Schedule 13, Row1::FULL MEMBER WITH PENSION

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2:FULL MEMBER WITHOUT PENSION

Schedule 13, Row2:

Schedule 13, Row2::

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