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
036-047
2.
PERIOD COVERED
From
01/01/2022
Through
12/31/2022
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.)
JOINT COUNCIL
6. DESIGNATION NBR
37
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
MARK
Last Name
DAVISON
P.O Box - Building and Room Number
Number and Street
1872 NE 162ND AVENUE
City
PORTLAND
State
OR
ZIP Code + 4
97230
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:
Mark S Davison
PRESIDENT
71. SIGNED:
Robert W Sleight
TREASURER
Date:
Mar 29, 2023
Telephone
Number:
503-257-0162
Date:
Mar 29, 2023
Telephone
Number:
503-257-0162
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
036-047
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?
01/2025
20. How many members did the labor organization
have at the end of the reporting period?
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
N/A
per
N/A
N/A
N/A
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
N/A
per
N/A
N/A
N/A
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
036-047
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$559,350
$593,729
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$200,000
$200,000
27. Fixed Assets
6
$2,549
$3,623
28. Other Assets
7
29.
TOTAL ASSETS
$761,899
$797,352
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
31. Loans Payable
9
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$125
$133
34. TOTAL
LIABILITIES
$125
$133
35. NET
ASSETS
$761,774
$797,219
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
036-047
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$441,882
38. Fees, Fines,
Assessments, Work Permits
$5,732
39. Sale of Supplies
$0
40. Interest
$2,882
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$3,061
49. TOTAL RECEIPTS
$453,557
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$22,457
51.
Political Activities and Lobbying
16
$37,390
52.
Contributions, Gifts, and Grants
17
$14,500
53. General
Overhead
18
$170,899
54. Union
Administration
19
$73,038
55. Benefits
20
$82,679
56. Per
Capita Tax
$735
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$2,097
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$15,391
66. Subtotal
$419,186
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$40,688
67b. Less Total
Disbursed
$40,680
67c.
Total Withheld But Not Disbursed
$8
68.
TOTAL DISBURSEMENTS
$419,178
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
036-047
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:
036-047
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
036-047
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$0
$0
$0
$0
Less Reinvestments
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
036-047
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$2,097
$2,097
$2,097
Furniture and Equipment - computers, printer
$2,097
$2,097
$2,097
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$2,097
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
036-047
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
$200,000
E. Total Book Value
$200,000
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.
Portland Teamsters Building, Inc.
$200,000
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$200,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
036-047
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
D. Office
Furniture
and Equipment
$40,674
$37,051
$3,623
$3,623
E.
Other Fixed Assets
$6,672
$6,672
$0
$0
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$47,346
$43,723
$3,623
$3,623
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
036-047
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:
036-047
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:
036-047
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
036-047
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$133
Payroll Taxes and Withholding Payable
$133
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
036-047
(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
Andrews
,
Anthony
L Secretary-Treasurer C
$19,921
$0
$1,101
$21,022
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
LaChapelle
,
Walter
A Vice-President N
$2,978
$0
$0
$2,978
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
Sleight
,
Robert
W Secretary-Treasurer C
$9,822
$0
$0
$9,822
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
Muhs
,
Chris
R Recording Secretary C
$3,519
$0
$0
$3,519
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
Sloy
,
Leslie
F Trustee C
$3,519
$0
$0
$3,519
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
Pool
,
Charles
M Trustee C
$3,519
$0
$0
$3,519
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
Davison
,
Mark
S Trustee N
$2,978
$0
$0
$2,978
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
Strickland
,
Thomas
G Vice-President P
$541
$0
$0
$541
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
Beranbaum
,
Michael
E Trustee P
$541
$0
$0
$541
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
Total Officer
Disbursements
$47,338
$0
$1,101
$0
$48,439
Less Deductions
$11,654
Net
Disbursements
$36,785
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
036-047
(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
Graham Trapold
,
Jeannie
Office Manager None
$56,453
$170
$720
$57,343
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
2
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
90
%
Schedule 19
Administration
8
%
A
B
C
MacPherson
,
Mark
J Organizer None
$47,342
$2,920
$5,392
$55,654
I
Schedule 15
Representational Activities
35
%
Schedule 16
Political Activities and Lobbying
65
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$3,389
$0
$0
$3,389
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
2
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
90
%
Schedule 19
Administration
8
%
Total
Employee Disbursements
$107,184
$3,090
$6,112
$0
$116,386
Less
Deductions
$29,034
Net Disbursements
$87,352
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
036-047
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
0
Agency Fee Payers*
Total Members/Fee Payers
0
*Agency Fee Payers are
not considered members of the labor organization.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
036-047
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$3,061
4. Total
Receipts
$3,061
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
$9,500
6. Total
Disbursements
$14,500
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$19,479
5. All Other
Disbursements
$2,978
6. Total
Disbursements
$22,457
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$31,007
2. Named Payee
Non-itemized Disbursements
$67,716
3. To Officers
$0
4. To Employees
$54,659
5. All Other
Disbursements
$17,517
6. Total
Disbursements
$170,899
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
$37,390
5. All Other
Disbursements
$0
6. Total
Disbursements
$37,390
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$15,837
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$48,439
4. To Employees
$4,858
5. All Other
Disbursements
$3,904
6. Total
Disbursements
$73,038
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
036-047
There was no data
found for this schedule.
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
036-047
There was no data
found for this schedule.
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
036-047
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
036-047
Name and Address
(A)
Teamsters Scholarship Fund
25 Louisiana Ave. NW Washington DC 20001
Type or Classification
(B)
International Labor Organization- Scholarship Fund
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
Contribution
12/22/2022
$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
036-047
Name and Address
(A)
Eberts & Harrison
1604 Ridgeside Dr, Ste 203 Mount Airy MD 21771
Type or Classification
(B)
Insurance Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,147
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$12,147
Surety bond policy renewal
02/04/2022
$12,147
Name and Address
(A)
Huebner, Dooley & McGinness, P.S.
424 NE 155th St., Suite 100 Shoreline WA 98155
Type or Classification
(B)
Certified Public Accountants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,860
Total
Non-Itemized Transactions with this Payee/Payer
$4,930
Total of All Transactions with this
Payee/Payer for This Schedule
$13,790
Audit progress billing
04/22/2022
$8,860
Name and Address
(A)
Kramers Metro Mailing Service
5509 NE 122nd, Ste. 420 Portland OR 97230
Type or Classification
(B)
Mailing Service
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$14,945
Total of All Transactions with this
Payee/Payer for This Schedule
$14,945
Name and Address
(A)
Portland Teamster Building, Inc.
1870 NE 162nd Ave. Portland OR 97230
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$20,274
Total of All Transactions with this
Payee/Payer for This Schedule
$20,274
Name and Address
(A)
Rotary Offset Press, Inc. 70
Seattle WA 98111
Type or Classification
(B)
Printing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$13,067
Total of All Transactions with this
Payee/Payer for This Schedule
$13,067
Name and Address
(A)
U.S. Postmaster
11 NE 181st Avenue Portland OR 97230
Type or Classification
(B)
U.S. Postmaster
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
$14,500
Total of All Transactions with this
Payee/Payer for This Schedule
$24,500
Postage for Oregon Teamster mailing
09/02/2022
$5,000
Postage for Oregon Teamster mailing
11/15/2022
$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
036-047
Name and Address
(A)
Inn At Spanish Head
4009 SW Hwy 101 Lincoln City OR 97367
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,837
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$15,837
Delegates meeting - facility and food
07/08/2022
$15,837
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
036-047
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$82,679
Health and Welfare
Oregon Teamsters Employers Trust
$42,750
Group Life Insurance
Standard Insurance
$11,670
Pension
Western Conference of Teamsters Pension Plan
$28,160
Accident Insurance
Amalgamated Life Insurance Company
$99
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
036-047
Question 10: Management of the Joint Council participates in the administration of the following trusts for the benefit of members:
Oregon Teamsters Employer Trust
c/o William C. Earhart Company, Inc.
P.O. Box 4148
Portland, OR 97208-4148
Administers union members' health and welfare.
Western Conference of Teamsters Pension Trust
P.O. Box C-34080
Seattle, WA 98124
Administers union members' pension plan.
AGC Teamsters Welfare Trust, Vacation Trust, and Training Trust
P.O. Box 4148
Portland, OR 97208-4148
Administers health and welfare.
Question 11(a):
Question 11(a): : : Joint Council of Teamsters No. 37 Political Fund (80) is a separate legal entity and its reports are filed with the State of Oregon through the Office of the Secretary of State - Elections Division. The financial activity of the Political Fund is not included in this LM-2 report.
Question 12: The financial statements of the Joint Council for the current year were audited by:
Huebner, Dooley & McGinness, P.S.
Certified Public Accountants
1424 NE 155th Street, Suite 100
Shoreline, WA 98155
(206) 522-8000
www.hdm-cpa.com
Question 15: The Joint Council disposed of furniture and equipment with an original cost of $3,936 and net book value of $0 as of December 31, 2022.
Question 18: The Joint Council amended its Bylaws effective June 18, 2022 and IBT approved September 23, 2022. An amended copy is attached to this LM-2 report.