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
042-409
2. PERIOD COVERED
From01/01/2022
Through12/31/2022
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
ENGINEERS, OPERATING, AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
612
7. UNIT NAME (if any)

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

Number and Street
1555 FAWCETT AVENUE
City
TACOMA
State
WA		 ZIP Code + 4
98402


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:Kevin A TedrickPRESIDENT71. SIGNED:Jennifer M WisnerTREASURER
Date:Mar 30, 2023Telephone Number:253-569-2334Date:Mar 30, 2023Telephone Number:360-918-3765
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 042-409
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$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?08/2025
20. How many members did the labor organization have at the end of the reporting period?2,873
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesN/AperMonth$20.00$57.25
(b) Working Dues/Fees2%perof WagesN/AN/A
(c) Initiation FeesN/AperOne time$234.50$978.25
(d) Transfer FeesN/AperTransfer$153.25$303.25
(e) Work Permits$27.25perMonthN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 042-409

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,874,524$4,305,515
23. Accounts Receivable1$14,310$8,960
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5$9,650,089$10,208,389
27. Fixed Assets6$586,207$658,865
28. Other Assets7
29. TOTAL ASSETS $14,125,130$15,181,729

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$6,919$13,266
34. TOTAL LIABILITIES $6,919$13,266
35. NET ASSETS$14,118,211$15,168,463
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 042-409

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $3,156,863
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $428,156
39. Sale of Supplies $0
40. Interest $3,632
41. Dividends $368,708
42. Rents $7,650
43. Sale of Investments and Fixed Assets3$2,718,484
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$101,259
49. TOTAL RECEIPTS $6,784,752
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,173,738
51. Political Activities and Lobbying16$20,324
52. Contributions, Gifts, and Grants17$49,051
53. General Overhead18$690,415
54. Union Administration19$39,697
55. Benefits20$655,747
56. Per Capita Tax $517,680
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$3,112,173
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $94,546
  
66. Subtotal $6,353,371
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$185,427  
  67b. Less Total Disbursed$185,817  
  67c. Total Withheld But Not Disbursed -$390
68. TOTAL DISBURSEMENTS $6,353,761
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 042-409

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$8,960$1,145  
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $8,960$1,145$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 042-409

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: 042-409

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$2,416,855$2,416,855$2,718,484$2,718,484
Investments - Mutual Funds, Stocks, Exchange-Trade$2,416,855$2,416,855$2,718,484$2,718,484
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$2,718,484
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 042-409

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$3,112,173$3,112,173$3,112,173
Investments - Mutual Funds, Stocks, Exchange-Trade$2,975,155$2,975,155$2,975,155
Building Improvements - Office Remodel$66,741$66,741$66,741
Furniture and Equipment - Furniture, Projector$4,752$4,752$4,752
Automobiles (x2)$65,525$65,525$65,525
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$3,112,173
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 042-409

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$10,208,389
B. Total Book Value$10,208,389
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • American New Perspective F2
$556,140
  • First Eagle Global I
$515,167
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)) $10,208,389
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 042-409

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1555 S Fawcett, Tacoma, WA$14,149 $14,149$1,385,000
Land  2 :      612 S Tower Ave, Centralia, WA$116,162 $116,162$201,600
B. Buildings (give location)    
Building  1 :      1555 S Fawcett, Tacoma, WA$656,195$426,669$229,526$100
Building  2 :      612 S Tower Ave, Centralia, WA$255,593$35,745$219,848$121,700
C. Automobiles and Other Vehicles$123,304$60,441$62,863$62,863
D. Office Furniture and Equipment$119,593$103,276$16,317$16,317
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,284,996$626,131$658,865$1,787,580
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 042-409

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: 042-409

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: 042-409

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: 042-409

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $13,266
Payroll Withholding$375
Credit Card Payable$12,891
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 042-409

(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 		Mickelson ,  Todd   J
Financial Secre/Bus Mngr
C		$161,423$6,600$6,381$174,404
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Tedrick ,  Kevin   A
President/Business Rep
C		$126,817$0$20,037$146,854
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		5 %
A
B
C 		Campbell ,  Chad  
Vice-Pres/Business Rep
C		$110,518$0$12,693$123,211
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Hall ,  Christina   L
Rec Corr Sec/Trst/Bus Rep
C		$113,801$0$19,496$133,297
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		6 %
A
B
C 		Wisner ,  Jennifer  
Treasurer/Board Rep
C		$0$480$976$1,456
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 		Englert ,  Jeffrey   F
Executive Board
C		$0$528$0$528
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 		Sloan ,  Sean  
Executive Board/Auditor
C		$0$528$276$804
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 		Kephart ,  Joel  
Executive Board
N		$0$240$0$240
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 		Wilson ,  Jerry  
Sergeant at Arms
C		$0$0$0$0
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 		Erickson ,  Justin  
Trustee
C		$0$0$0$0
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 		Scarfe ,  William  
Trustee
N		$0$48$0$48
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 		McClure ,  Gregory   A
Vice-President
P		$0$288$0$288
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 		Conway ,  Rodney  
Executive Board
P		$0$96$0$96
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$512,559$8,808$59,859$0$581,226
Less Deductions    $112,688
Net Disbursements    $468,538
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 042-409

(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 		Barber ,  Ann   M
Office Assistant
None		$12,039$0$57$12,096
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		Birdsong ,  Tina   A
Member Services
None		$57,163$0$112$57,275
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		Dunthorn ,  Jacob   E
Organizer/Business Rep
None		$111,470$0$8,755$120,225
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		3 %
A
B
C 		Kollars ,  Nalu  
Dispatcher
None		$112,846$0$990$113,836
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		Louchren ,  Julianne  
Office Administrator
None		$55,404$0$89$55,493
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$2,130$0$2,130
I Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
Total Employee Disbursements$351,052$0$10,003$0$361,055
Less Deductions    $72,739
Net Disbursements    $288,316
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 042-409

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,873 
Agency Fee Payers*
Total Members/Fee Payers2,873 
*Agency Fee Payers are not considered members of the labor organization.
Full Card Member2,547Yes
Organizing Member65Yes
Mine Member37Yes
Various Lesser Card Value Member155Yes
Registered Apprentice69Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 042-409

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$101,259
4. Total Receipts$101,259
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$23,925
2. Named Payee Non-itemized Disbursements$6,466
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$18,660
6. Total Disbursements$49,051
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$432,868
2. Named Payee Non-itemized Disbursements$36,327
3. To Officers$524,676
4. To Employees$110,607
5. All Other Disbursements$69,260
6. Total Disbursements$1,173,738
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$127,731
2. Named Payee Non-itemized Disbursements$216,766
3. To Officers$11,071
4. To Employees$244,433
5. All Other Disbursements$90,414
6. Total Disbursements$690,415
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$11,799
4. To Employees$0
5. All Other Disbursements$8,525
6. Total Disbursements$20,324
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$33,682
4. To Employees$6,015
5. All Other Disbursements$0
6. Total Disbursements$39,697
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 042-409

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 042-409

Name and Address
(A)
Big Mountain Enterprises
1001

Enumclaw
WA
98022
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,082
Total Non-Itemized Transactions with this Payee/Payer$2,572
Total of All Transactions with this Payee/Payer for This Schedule$29,654
Market Recovery Payment01/25/2022$9,260
Market Recovery Payment02/22/2022$10,652
Market Recovery Payment03/29/2022$7,170
Name and Address
(A)
NUCA of Washington

5727 Baker Way NW, Ste 200
Gig Harbor
WA
98332
Type or Classification
(B)
Utility Contractors Association
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
Donation Platinum Sponsorship - Dozer Days02/22/2022$5,000
Name and Address
(A)
Sterling Breen Crushing Inc.

887 State Route 507
Chehalis
WA
98531
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,239
Total Non-Itemized Transactions with this Payee/Payer$23,884
Total of All Transactions with this Payee/Payer for This Schedule$41,123
Market Recovery Payment01/25/2022$10,028
Market Recovery Payment02/22/2022$7,211
Name and Address
(A)
The Baseball Club of Tacoma, LLC

2502 S. Tyler St.
Tacoma
WA
98445
Type or Classification
(B)
Baseball Club
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,434
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,434
Semi-Annual Membership Meeting05/31/2022$15,434
Name and Address
(A)
The Frank Doolittle Company

11811 NE 1st St., Ste A-209
Bellevue
WA
98005
Type or Classification
(B)
Promotional Supply Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,871
Total of All Transactions with this Payee/Payer for This Schedule$9,871
Name and Address
(A)
Tucci & Sons

4224 Waller Rd E
Tacoma
WA
98443
Type or Classification
(B)
General Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$368,113
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$368,113
Market Recovery Payment01/25/2022$55,029
Market Recovery Payment02/22/2022$49,503
Market Recovery Payment03/29/2022$37,536
Market Recovery Payment04/26/2022$54,966
Market Recovery Payment05/31/2022$41,244
Market Recovery Payment06/28/2022$31,960
Market Recovery Payment07/26/2022$37,319
Market Recovery Payment08/30/2022$32,437
Market Recovery Payment09/27/2022$8,961
Market Recovery Payment10/25/2022$5,082
Market Recovery Payment11/29/2022$7,140
Market Recovery Payment12/27/2022$6,936
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 042-409

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 042-409

Name and Address
(A)
OKI Golf Management, LLC

13201 NE Bell-Red Rd
Bellevue
WA
98005
Type or Classification
(B)
Golf Management Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,925
Total Non-Itemized Transactions with this Payee/Payer$6,466
Total of All Transactions with this Payee/Payer for This Schedule$30,391
Charity Golf Tournament08/30/2022$23,925
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 042-409

Name and Address
(A)
AmTrust North America
6939

Cleveland
OH
44101-1939
Type or Classification
(B)
Insurance Broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,776
Total Non-Itemized Transactions with this Payee/Payer$291
Total of All Transactions with this Payee/Payer for This Schedule$20,067
Commercial and Umbrella Insurance Renewal02/01/2022$19,776
Name and Address
(A)
Barnard Iglitzin & Lavitt LLP

18 West Mercer St, Ste 400
Seattle
WA
98119
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,086
Total Non-Itemized Transactions with this Payee/Payer$4,847
Total of All Transactions with this Payee/Payer for This Schedule$15,933
Legal Representation Fees01/25/2022$5,690
Legal Representation Fees03/15/2022$5,396
Name and Address
(A)
Carr's Catering & Event Services

11006 Bridgeport Way SW
Lakewood
WA
98499
Type or Classification
(B)
Catering Service Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,397
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$45,397
Holiday Party - Deposit11/29/2022$11,252
Holiday Party - Payment12/06/2022$26,254
Holiday Party - Balance12/13/2022$7,891
Name and Address
(A)
Chuckals Inc.
1236

Tacoma
WA
98401
Type or Classification
(B)
Office Supplies Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,894
Total of All Transactions with this Payee/Payer for This Schedule$5,894
Name and Address
(A)
City of Tacoma
11010

Tacoma
WA
98411-1010
Type or Classification
(B)
City Utilities Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,065
Total of All Transactions with this Payee/Payer for This Schedule$9,065
Name and Address
(A)
Comcast
34744

Seattle
WA
98124
Type or Classification
(B)
Telecommunications Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,841
Total of All Transactions with this Payee/Payer for This Schedule$8,841
Name and Address
(A)
Gravity Payments

5601 22nd Ave NW, Ste 200
Seattle
WA
98107
Type or Classification
(B)
Credit Card Processing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,174
Total of All Transactions with this Payee/Payer for This Schedule$19,174
Name and Address
(A)
Huebner, Dooley & McGinness, PS

1424 NE 155th Street, #100
Shoreline
WA
98155
Type or Classification
(B)
Certified Public Accountants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,220
Total Non-Itemized Transactions with this Payee/Payer$9,573
Total of All Transactions with this Payee/Payer for This Schedule$19,793
Audit Progress Billing03/22/2022$10,220
Name and Address
(A)
Johnson-Cox Company

726 Pacific Avenue
Tacoma
WA
98402
Type or Classification
(B)
Commercial Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,712
Total Non-Itemized Transactions with this Payee/Payer$22,735
Total of All Transactions with this Payee/Payer for This Schedule$56,447
Office Supplies02/01/2022$5,287
Election Letter Mailing02/08/2022$6,110
Charity Golf Expenses04/19/2022$5,219
Office Supplies11/22/2022$5,419
Calendar and Postage12/13/2022$11,677
Name and Address
(A)
KMR Systems Corporation

6800 Jericho Tpke, Ste 120W
Syosset
NY
11791
Type or Classification
(B)
Database Subscription Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,000
Total of All Transactions with this Payee/Payer for This Schedule$24,000
Name and Address
(A)
Marsh & McLennan Agency LLC
740663

Los Angeles
CA
90074
Type or Classification
(B)
Insurance Broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,540
Total Non-Itemized Transactions with this Payee/Payer$1,288
Total of All Transactions with this Payee/Payer for This Schedule$8,828
Union Liability Policy Renewal06/07/2022$7,540
Name and Address
(A)
Morgan Stanley

601 Union Street, Ste 5200
Seattle
WA
98101
Type or Classification
(B)
Investment Advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$43,496
Total of All Transactions with this Payee/Payer for This Schedule$43,496
Name and Address
(A)
PrimePay

11130 SW Barbur Blvd, Ste 2
Portland
OR
97219
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$7,165
Total of All Transactions with this Payee/Payer for This Schedule$7,165
Name and Address
(A)
Purchase Power
371874

Pittsburgh
PA
15250-7874
Type or Classification
(B)
Postage Meter Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,244
Total of All Transactions with this Payee/Payer for This Schedule$11,244
Name and Address
(A)
Scott Capital Advisors LLC

707 SW Washington, Ste 810
Portland
OR
97205
Type or Classification
(B)
Investment Advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$33,397
Total of All Transactions with this Payee/Payer for This Schedule$33,397
Name and Address
(A)
South Sound Janitorial
65981

Tacoma
WA
98464-0050
Type or Classification
(B)
Janitorial Services Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,902
Total of All Transactions with this Payee/Payer for This Schedule$5,902
Name and Address
(A)
Tech Masters Computer Services

748 Market Street #203
Tacoma
WA
98402
Type or Classification
(B)
Computer Technical Support Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,854
Total of All Transactions with this Payee/Payer for This Schedule$9,854
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 042-409

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS FILE NUMBER: 042-409

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$655,747
Health and WelfareOperating Engineers Welfare & Pension$141,032
PensionWestern States Office & Professional Employees$28,850
PensionGeneral Pension Plan$129,186
PensionOperating Engineers Welfare & Pension$216,570
Death Benefit PlanMetropolitan Life Insurance Company$96,891
Death Benefit PlanReliance Standard Life Insurance Co.$27,918
Death Benefit PlanIndividual Plan Custodians$15,300
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 042-409


Question 10: The Local Union participates in the administration of the following trusts: Locals 302 and 612 IUOE Construction Industry Health and Security Fund Plan Number 501, EIN #91-6208570 PO Box 34203 Seattle, WA 98124 Locals 302 and 612 IUOE Contribution Fund Plan Number 002, EIN #91-6387291 PO Box 34203 Seattle, WA 98124 Locals 302 and 612 IUOE Retirement Fund Plan Number 001, EIN #91-6028571 PO Box 34203 Seattle, WA 98124 Locals 302 and 612 Employers Excess Benefit Plan EIN #91-2157906 PO Box 34203 Seattle, WA 98124

Question 12: The financial statements 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 Local Union gives away prizes and gift cards to union members, stewards, board members, and staff for several different reasons and occasions, which gets documented in the meeting minutes. The Local Union traded-in automobiles with an original cost of $53,459 and net book value of $0 as of December 31, 2022.

Schedule 13, Row1:

Schedule 13, Row1::Full card dues paying voting members.

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::Organizing voting members.

Schedule 13, Row2:

Schedule 13, Row2::

Schedule 13, Row3:

Schedule 13, Row3::Members in the mining industry, dues paying voting.

Schedule 13, Row3:

Schedule 13, Row3::

Schedule 13, Row4:

Schedule 13, Row4::Other voting members.

Schedule 13, Row4:

Schedule 13, Row4::

Schedule 13, Row5:

Schedule 13, Row5::Registered apprentice voting members.

Schedule 13, Row5:

Schedule 13, Row5::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)