016-412 (LM2) 12/31/2022

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
016-412

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 PLUMBERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 597
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name DENNIS	Last Name HAHNEY
P.O Box - Building and Room Number
Number and Street 45 N. OGDEN AVE.
City CHICAGO
State IL	ZIP Code + 4 606071813

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:

Monte A Kimes

PRESIDENT

71. SIGNED:

Dennis M Hahney

FINANCIAL SECY TREASURER

Date:

Mar 30, 2023

Telephone Number:

708-913-7389

Date:

Mar 29, 2023

Telephone Number:

219-798-8241

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

ITEMS 10 THROUGH 21

FILE NUMBER: 016-412

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?	Yes
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?	$1,000,000
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?	Yes
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?	06/2025

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

10,649

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	QUARTER	$111.00	$246.00
(b) Working Dues/Fees	2%	per	WORKING WAGE	N/A	N/A
(c) Initiation Fees	N/A	per	NEW MEMBER	$300.00	$1,250.00
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	2%	per	WORKING WAGE	N/A	N/A

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 016-412

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$3,343,615	$9,484,842
23. Accounts Receivable	1	$213,883	$234,769
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$16,160,074	$6,786,127
27. Fixed Assets	6	$25,022,183	$19,988,621
28. Other Assets	7	$35,052	$94,458
29. TOTAL ASSETS		$44,774,807	$36,588,817

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$99,578	$12,292
31. Loans Payable	9	$5,894,311	$0
32. Mortgages Payable		$8,209,964	$7,628,792
33. Other Liabilities	10	$53,101	$7,425
34. TOTAL LIABILITIES		$14,256,954	$7,648,509

35. NET ASSETS

$30,517,853

$28,940,308

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 016-412

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$18,762,673
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$455,081
39. Sale of Supplies		$19,297
40. Interest		$91,974
41. Dividends		$135,292
42. Rents		$431,170
43. Sale of Investments and Fixed Assets	3	$10,610,781
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$1,431,975
49. TOTAL RECEIPTS		$31,938,243

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$3,019,040
51. Political Activities and Lobbying		16	$882,349
52. Contributions, Gifts, and Grants		17	$77,201
53. General Overhead		18	$2,870,894
54. Union Administration		19	$2,075,446
55. Benefits		20	$2,555,859
56. Per Capita Tax			$6,360,848
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$33,539
60. Purchase of Investments and Fixed Assets		4	$555,038
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$5,894,311
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$1,471,818

66. Subtotal			$25,796,343
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$1,261,517
67b. Less Total Disbursed	$1,262,190
67c. Total Withheld But Not Disbursed			-$673
68. TOTAL DISBURSEMENTS			$25,797,016

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 016-412

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	$52,499	$0	$52,499	$0
Totals from all other accounts receivable	$182,270	$491	$68,779	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$234,769	$491	$121,278	$0
3D INDUSTRIES INC	$10,564	$0	$10,564	$0
DRW SERVICES, INC.	$6,118	$0	$6,118	$0
J & B MECHANICAL INC	$10,091	$0	$10,091	$0
KRAMER MECHANICAL LLC	$9,771	$0	$9,771	$0
NUCO MECHANICAL INC	$9,725	$0	$9,725	$0
RICHARD BARNEY	$6,230	$0	$6,230	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 016-412

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

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: NONE
Purpose: NONE
Security: NONE
Terms of Repayment: NONE

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 016-412

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	$9,528,986	$9,528,986	$12,176,860	$10,610,781
INVESTMENT IN REAL ESTATE - 14 N BISHOP ST CHGO IL	$9,509,026	$9,509,026	$12,156,900	$10,590,821
OFFICE FURNITURE AND EQUIPMENT (REIMB. FROM H&W)	$19,960	$19,960	$19,960	$19,960

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$10,610,781

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 016-412

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$741,899	$741,899	$555,038
INVESTMENTS - MUTUAL FUNDS	$135,079	$135,079	$135,079
BUILDING - 45 N. OGDEN AVENUE, CHICAGO, IL	$37,125	$37,125	$37,125
BUILDING - 10100 GEORGIA STREET, CROWN POINT, IN	$37,272	$37,272	$37,272
AUTOMOBILES (10)	$495,107	$495,107	$308,246
OFFICE FURNITURE AND EQUIPMENT	$37,316	$37,316	$37,316

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$555,038

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 016-412

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$6,786,127
B. Total Book Value	$6,786,127
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

VANGUARD SHORT-TERM BOND INDEX ADM	$503,920
VANGUARD SHORT-TERM INVESTMENT GRADE ADM	$2,295,402
VANGUARD TOTAL BOND MARKET INDEX ADM	$2,295,897
VANGUARD TOTAL STOCK MARKET INDEX ADM	$1,690,908

Other Investments
D. Total Cost	$0
E. Total Book Value	$0
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))

$6,786,127

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 016-412

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 45 N. OGDEN AVENUE, CHICAGO, IL	$239,195		$239,195	$2,518,450
Land 2 : 41 N. OGDEN AVENUE, CHICAGO, IL	$12,900		$12,900	$12,900
Land 3 : 1295 BUTTERFIELD ROAD, AURORA, IL	$919,416		$919,416	$919,416
Land 4 : 10100 GEORGIA STREET, CROWN POINT, IN	$376,371		$376,371	$376,371

B. Buildings (give location)
Building 1 : 45 N. OGDEN AVENUE, CHICAGO, IL	$10,317,307	$3,537,736	$6,779,571	$10,736,550
Building 2 : 41 N. OGDEN AVENUE, CHICAGO, IL	$51,599	$51,599	$0	$0
Building 3 : 10100 GEORGIA STREET, CROWN POINT, IN	$12,405,872	$1,407,482	$10,998,390	$10,998,390

C. Automobiles and Other Vehicles

$878,632

$341,522

$537,110

D. Office Furniture and Equipment

$683,413

$592,467

$90,946

E. Other Fixed Assets

$347,224

$312,502

$34,722

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

$26,231,929

$6,243,308

$19,988,621

$26,224,855

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 016-412

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$94,458
RENTAL SECURITY DEPOSITS	$2,052
INVENTORY OF PROMO ITEMS FOR MEMBERS (ESTIMATED)	$70,000
REFUND RECEIVABLE	$22,406

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 016-412

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	$12,292	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$12,292	$0	$0	$0
NONE ITEMIZED	$0	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 016-412

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	$5,894,311	$0	$5,894,311	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
AMALGAMATED BANK CONSTRUCTION LOAN	$5,894,311	$0	$5,894,311	$0	$0

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 016-412

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$7,425
PAYROLL WITHHOLDINGS NOT REMITTED AT Y/E	$7,425

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 016-412

(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

MORRISSEY , KEVIN
BUSINESS MANAGER
P

$149,439

$2,900

$11,009

$163,348

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

11 %

A
B
C

HERNANDEZ , CHRISTOPHER
BUSINESS MANAGER
N

$260,309

$15,350

$20,136

$295,795

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

11 %

A
B
C

MALONEY , MICHAEL P
PRESIDENT/EXECUTIVE BOARD
P

$13,216

$2,000

$54

$15,270

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

KIMES , MONTE
PRESIDENT/EXECUTIVE BOARD
N

$22,656

$7,250

$2,754

$32,660

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

60 %

A
B
C

KIMES , MONTE
VICE PRESIDENT/EXEC BOARD
P

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

60 %

A
B
C

QUINN , CHRISTOPHER
VICE PRESIDENT/EXEC BOARD
N

$9,440

$2,000

$11,440

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

HERNANDEZ , CHRISTOPHER
FINANCIAL SEC-TREASURER
P

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

11 %

A
B
C

HAHNEY JR. , DENNIS
FINANCIAL SEC-TREASURER
N

$215,059

$16,850

$19,268

$251,177

Schedule 15
Representational Activities

20 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

50 %

A
B
C

HAHNEY JR. , DENNIS
RECORDING SECRETARY
P

Schedule 15
Representational Activities

20 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

50 %

A
B
C

GILLOOLEY , TIMOTHY
RECORDING SECRETARY
N

$203,932

$12,050

$21,162

$237,144

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

8 %

Schedule 17
Contributions

4 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

4 %

A
B
C

SCHWARTZ , DREW
INSIDE GUARD
P

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

PIASECKI , JUSTIN
INSIDE GUARD
N

$1,042

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

KING , KEVIN
EXECUTIVE BOARD
C

$14,300

$2,000

$16,300

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

BARDUSK , JOSEPH
EXECUTIVE BOARD
C

$14,300

$2,000

$16,300

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

MURRAY , TIMOTHY R
EXECUTIVE BOARD
C

$14,300

$2,000

$16,300

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

40 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

30 %

A
B
C

O'BRIEN , WILLIAM
EXECUTIVE BOARD
P

$8,250

$5,750

$41

$14,041

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

FANNING , JOHN
EXECUTIVE BOARD
N

$6,050

$2,000

$8,050

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

PARLOR , JAMES
FINANCIAL COMMITTEE
P

$8,749

$6,200

$14,949

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

WEAVER JR. , LARRY
FINANCIAL COMMITTEE
P

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

KUSZYNSKI , DAVID J
FINANCIAL COMMITTEE
P

$8,749

$2,450

$11,199

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

MUNOZ , ANTHONY
FINANCIAL COMMITTEE
N

$6,249

$2,450

$8,699

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

ORGA , NICHOLAS
FINANCIAL COMMITTEE
N

$6,249

$2,450

$8,699

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

SCHWARTZ , DREW
FINANCIAL COMMITTEE
N

$8,174

$2,450

$10,624

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

CRONKRITE , MARC
EXAMINING BOARD
C

$2,000

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

LOFFREDO , JEFF
EXAMINING BOARD
C

$2,000

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

MANGOLD , KENNETH
EXAMINING BOARD
C

$2,000

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

BEST JR. , WILL
EXAMINING BOARD
C

$2,000

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

ANTCZAK , MARK
EXAMINING BOARD
P

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

RILEY , KRISTOPHER
EXAMINING BOARD
N

$2,000

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

ANTCZAK , MARK
BUSINESS AGENT
N

$147,211

$8,900

$14,792

$170,903

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

ELKINS , THOMAS
BUSINESS AGENT
C

$195,509

$5,900

$14,601

$216,010

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

GALLAGHER JR. , TIMOTHY
BUSINESS AGENT
C

$195,509

$3,500

$19,486

$218,495

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

40 %

Schedule 19
Administration

40 %

A
B
C

GILLOOLEY , TIMOTHY
BUSINESS AGENT
P

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

8 %

Schedule 17
Contributions

4 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

4 %

A
B
C

GREGORY , DONALD
BUSINESS AGENT
C

$195,509

$3,800

$14,414

$213,723

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

4 %

A
B
C

HARTNETT , TIMOTHY
BUSINESS AGENT
C

$195,509

$4,100

$16,001

$215,610

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

HENNESSY , WILLIAM P
BUSINESS AGENT
C

$195,509

$7,700

$20,393

$223,602

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

HOGAN , DANIEL
BUSINESS AGENT
C

$195,509

$2,900

$12,965

$211,374

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

JOHNSON , LEO M
BUSINESS AGENT
P

$48,305

$1,800

$5,066

$55,171

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

KOTEL , JOHN
BUSINESS AGENT
N

$179,410

$5,300

$15,677

$200,387

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

MAILEY JR. , HARRISON
BUSINESS AGENT
C

$195,509

$3,200

$14,135

$212,844

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

PASSARELLA JR. , ROBERT
BUSINESS AGENT
C

$195,509

$4,700

$21,657

$221,866

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

4 %

A
B
C

PEREZ , SCOTT
BUSINESS AGENT
C

$195,509

$8,000

$16,501

$220,010

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

RUESKEN , KENNETH
BUSINESS AGENT
P

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

SWAN , ADAM L
BUSINESS AGENT
C

$195,509

$2,900

$11,536

$209,945

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

5 %

A
B
C

VELLENGA JR. , JOSEPH
BUSINESS AGT/COLLECTIONS
C

$203,842

$13,550

$19,329

$236,721

Schedule 15
Representational Activities

72 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

25 %

A
B
C

WEAVER JR. , LARRY
BUSINESS AGENT
N

$107,331

$6,650

$9,652

$123,633

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

5 %

Total Officer Disbursements	$3,611,652	$181,050	$300,629	$0	$4,093,331
Less Deductions					$1,143,104
Net Disbursements					$2,950,227

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 016-412

(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

ROTH , BRIDGET M
EXECUTIVE ASSISTANT
NONE

$52,407

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

KORDECK , DAVE
FACILITIES MANAGER
NONE

$181,534

$13,533

$195,067

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

SHEEHAN , KIMBERLEE
OFFICE MANAGER
NONE

$89,550

$490

$90,040

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

MIKOS , TERESA
OFFICE ASSISTANT
NONE

$65,535

$1,317

$66,852

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

RANGEL , DANIELLE
OFFICE ASSISTANT
NONE

$47,096

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

DUFF , BRIDGETTE
OFFICE ASSISTANT
NONE

$34,604

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 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$8,480

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 Employee Disbursements	$479,206	$0	$15,340	$0	$494,546
Less Deductions					$118,413
Net Disbursements					$376,133

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 016-412

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	10,649
Agency Fee Payers*	0
Total Members/Fee Payers	10,649
*Agency Fee Payers are not considered members of the labor organization.
APPRENTICE	1,067	Yes
JOURNEYMEN	5,069	Yes
SHOP PERMIT	45	No
BUILDING TRADES JOURNEYMAN PERMIT	94	No
METAL TRADES JOURNEYMAN PERMIT	30	No
METAL TRADES SHOP	64	Yes
WAREHOUSEMAN	133	Yes
METAL TRADES SERVICE	285	Yes
THERMAL CARE PERMIT	58	No
LIFE MEMBERS	1,308	Yes
RETIREES	2,496	Yes

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 016-412

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$1,396,085
2. Named Payer Non-itemized Receipts	$26,336
3. All Other Receipts	$9,554
4. Total Receipts	$1,431,975

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$55,534
4. To Employees	$0
5. All Other Disbursements	$21,667
6. Total Disbursements	$77,201

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$5,809
2. Named Payee Non-itemized Disbursements	$64,199
3. To Officers	$2,940,785
4. To Employees	$0
5. All Other Disbursements	$8,247
6. Total Disbursements	$3,019,040

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$1,685,122
2. Named Payee Non-itemized Disbursements	$541,652
3. To Officers	$329,409
4. To Employees	$195,067
5. All Other Disbursements	$119,644
6. Total Disbursements	$2,870,894

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$732,540
2. Named Payee Non-itemized Disbursements	$36,908
3. To Officers	$112,901
4. To Employees	$0
5. All Other Disbursements	$0
6. Total Disbursements	$882,349

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$637,800
2. Named Payee Non-itemized Disbursements	$298,515
3. To Officers	$654,702
4. To Employees	$299,479
5. All Other Disbursements	$184,950
6. Total Disbursements	$2,075,446

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 016-412

Name and Address
(A)

BHARATHI AND SIVA GUMMADI

1707 SOUTHEAST 35TH LANE
OCALA
FL
34471

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$62,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$62,500
DEPOSIT ON THE PURCHASE OF CONDO	02/22/2022	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	03/15/2022	$57,500

Name and Address
(A)

BIBO ZHOU

175 N. HARBOR DRIVE #3207
CHICAGO
IL
60601

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$47,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$47,500
DEPOSIT ON THE PURCHASE OF CONDO	01/07/2022	$47,500

Name and Address
(A)

CHLOE AND JOSEPH RAZZA

420 W. GRAND AVENUE UNIT 2E
CHICAGO
IL
60654

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$54,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$54,500
DEPOSIT ON THE PURCHASE OF CONDO	03/18/2022	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	04/05/2022	$49,500

Name and Address
(A)

DANIEL NIEVES AND ALISON SPEEDLING

939 W. WASHINGTON BLVD #607
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$110,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$110,000
DEPOSIT ON THE PURCHASE OF CONDO	01/03/2022	$10,000
DEPOSIT ON THE PURCHASE OF CONDO	01/14/2022	$100,000

Name and Address
(A)

HARTE BRICK

1210 S. INDIANA AVE. #4609
CHICAGO
IL
60605

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$58,250
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$58,250
DEPOSIT ON THE PURCHASE OF CONDO	01/31/2022	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	02/18/2022	$53,250

Name and Address
(A)

HIMANSHU OHRI AND SALONIE SEHGAL

565 W. QUINCY STREET #1707
CHICAGO
IL
60661

Type or Classification
(B)

INDIVIDUALS

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
DEPOSIT ON THE PURCHASE OF CONDO	08/09/2022	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	08/29/2022	$10,000

Name and Address
(A)

JUNGWOO PHILLIP JUN AND NA HYUN LEE

845 N. KINGSBURY ST. #210
CHICAGO
IL
60610

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$51,250
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$51,250
DEPOSIT ON THE PURCHASE OF CONDO	02/18/2022	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	03/10/2022	$46,250

Name and Address
(A)

LABOR MANAGEMENT COOPERATION COMMITTEE

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

LABOR MANAGEMENT COMMITTEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,145
Total Non-Itemized Transactions with this Payee/Payer		$3,200
Total of All Transactions with this Payee/Payer for This Schedule		$17,345
REIMBURSEMENT FOR SOFTBALL TOURNAMENT HOTEL ROOMS	11/15/2022	$14,145

Name and Address
(A)

LAND SERVICES USA INC.

77 W. WACKER DRIVE #4503
CHICAGO
IL
60601

Type or Classification
(B)

TITLE INSURANCE AGENCY

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
FORFEITURE OF DEPOSIT - CANCELLED BUILDING SALE	06/28/2022	$30,000

Name and Address
(A)

LG CONSTRUCTION GROUP LLC

2234 W. NORTH AVENUE
CHICAGO
IL
60647

Type or Classification
(B)

CONSTRUCTION CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,500
Total Non-Itemized Transactions with this Payee/Payer		$3,371
Total of All Transactions with this Payee/Payer for This Schedule		$33,871
PURCHASE OF SALES OFFICE FURNITURE	04/01/2022	$12,500
PURCHASE OF SALES OFFICE FURNITURE	09/13/2022	$18,000

Name and Address
(A)

MARIA PAPPAS - COOK COUNTY TREASURER

118 N. CLARK STREET, RM 112
CHICAGO
IL
60602

Type or Classification
(B)

GOVERNMENT AGENCY - COUNTY TREASURER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,848
Total Non-Itemized Transactions with this Payee/Payer		$2,706
Total of All Transactions with this Payee/Payer for This Schedule		$10,554
REFUND FOR 2018 VALUATION OBJECTION	03/30/2022	$7,848

Name and Address
(A)

PIPE FITTERS' TRAINING FUND, LOCAL 597

10850 W. 187TH STREET
MOKENA
IL
60448

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$468,335
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$468,335
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	01/28/2022	$27,723
REIMBURSEMENT FOR SHARED EMPLOYEE	02/04/2022	$37,359
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	02/23/2022	$19,061
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	03/22/2022	$25,314
REIMBURSEMENT FOR SHARED EMPLOYEE	04/26/2022	$41,607
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	04/26/2022	$23,814
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	05/23/2022	$52,868
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	06/29/2022	$22,574
REIMBURSEMENT FOR SHARED EMPLOYEE	07/25/2022	$41,606
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	07/25/2022	$18,056
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	09/16/2022	$17,253
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	10/05/2022	$17,642
REIMBURSEMENT FOR SHARED EMPLOYEE	10/18/2022	$40,640
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	10/18/2022	$25,011
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	11/22/2022	$25,864
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	12/28/2022	$31,943

Name and Address
(A)

PIPE FITTERS' WELFARE FUND, LOCAL 597

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$68,304
Total Non-Itemized Transactions with this Payee/Payer		$5,553
Total of All Transactions with this Payee/Payer for This Schedule		$73,857
REFUND FOR OVERPAYMENT OF FRINGE BENEFITS	03/04/2022	$6,983
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	04/20/2022	$18,068
REIMBURSEMENT FOR SHARED EMPLOYEE	10/27/2022	$34,770
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	11/29/2022	$8,483

Name and Address
(A)

PROPER TITLE LLC

180 N.LASALLE STREET #1920
CHICAGO
IL
60601

Type or Classification
(B)

TITLE INSURANCE AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$63,272
Total Non-Itemized Transactions with this Payee/Payer		$4,968
Total of All Transactions with this Payee/Payer for This Schedule		$68,240
REFUND FOR AMOUNTS HELD IN ESCROW	01/05/2022	$63,272

Name and Address
(A)

SEUNG-HOON LEE AND SUN YOUNG MOON

659 W. RANDOLPH ST #1414
CHICAGO
IL
60661

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$48,000
Total Non-Itemized Transactions with this Payee/Payer		$2,000
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
DEPOSIT ON THE PURCHASE OF CONDO	03/02/2022	$48,000

Name and Address
(A)

THE HARTFORD
660916

DALLAS
TX
75266

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$205,110
Total Non-Itemized Transactions with this Payee/Payer		$2,325
Total of All Transactions with this Payee/Payer for This Schedule		$207,435
INSURANCE PROCEEDS - CLAIM FOR BUILDING DAMAGE	02/17/2022	$158,011
INSURANCE PROCEEDS - CLAIM FOR TOTALED AUTOMOBILE	08/02/2022	$47,099

Name and Address
(A)

UNITED STATES TREASURY

1500 PENNSYLVANIA AVENUE NW
WASHINGTON
DC
20220

Type or Classification
(B)

GOVERNMENT AGENCY - FEDERAL TREASURER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,184
Total Non-Itemized Transactions with this Payee/Payer		$2,213
Total of All Transactions with this Payee/Payer for This Schedule		$16,397
REFUND OF 990-T TAX OVERPAYMENT	11/15/2022	$14,184

Name and Address
(A)

USI INSURANCE SERVICES, LLC
62889

VIRGINIA BEACH
VA
23466

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$42,387
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$42,387
REFUND OF DUPLICATE PAYMENT	07/15/2022	$42,387

Name and Address
(A)

YOLANDE CHEN AND VICTOR PEREZ

111 S. MORGAN ST #905
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUALS

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
DEPOSIT ON THE PURCHASE OF CONDO	01/09/2022	$5,000

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 016-412

Name and Address
(A)

ASHER, GITTLER & D'ALBA, LTD.

200 W JACKSON BLVD, STE 720
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$19,711
Total of All Transactions with this Payee/Payer for This Schedule		$19,711

Name and Address
(A)

HINSHAW & CULBERTSON

151 N. FRANKLIN ST #2500
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,809
Total Non-Itemized Transactions with this Payee/Payer		$15,648
Total of All Transactions with this Payee/Payer for This Schedule		$21,457
PROFESSIONAL SERVICES REGARDING EEOC ALLEGATIONS	01/31/2022	$5,809

Name and Address
(A)

JOHNSON & KROL, LLC

311 S. WACKER DRIVE #1050
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$28,840
Total of All Transactions with this Payee/Payer for This Schedule		$28,840

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 016-412

Name and Address
(A)

LOCAL UNION 597 P.A.C. FUND

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

PAC FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$732,540
Total Non-Itemized Transactions with this Payee/Payer		$36,908
Total of All Transactions with this Payee/Payer for This Schedule		$769,448
TRANSFER TO PAC FUND	01/14/2022	$18,095
TRANSFER TO PAC FUND	01/19/2022	$39,612
TRANSFER TO PAC FUND	02/09/2022	$8,873
TRANSFER TO PAC FUND	02/16/2022	$39,712
TRANSFER TO PAC FUND	03/11/2022	$11,436
TRANSFER TO PAC FUND	03/18/2022	$38,371
TRANSFER TO PAC FUND	04/14/2022	$26,341
TRANSFER TO PAC FUND	04/19/2022	$33,456
TRANSFER TO PAC FUND	05/12/2022	$9,273
TRANSFER TO PAC FUND	05/16/2022	$48,213
TRANSFER TO PAC FUND	06/10/2022	$7,735
TRANSFER TO PAC FUND	06/16/2022	$54,979
TRANSFER TO PAC FUND	07/13/2022	$18,143
TRANSFER TO PAC FUND	07/18/2022	$46,334
TRANSFER TO PAC FUND	08/12/2022	$29,005
TRANSFER TO PAC FUND	08/16/2022	$38,874
TRANSFER TO PAC FUND	09/13/2022	$20,771
TRANSFER TO PAC FUND	09/16/2022	$47,005
TRANSFER TO PAC FUND	10/12/2022	$11,193
TRANSFER TO PAC FUND	10/19/2022	$49,520
TRANSFER TO PAC FUND	11/15/2022	$11,010
TRANSFER TO PAC FUND	11/16/2022	$57,408
TRANSFER TO PAC FUND	12/01/2022	$5,381
TRANSFER TO PAC FUND	12/12/2022	$9,340
TRANSFER TO PAC FUND	12/19/2022	$52,460

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 016-412

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 016-412

Name and Address
(A)

ABM JANITORIAL SERVICES
74008829

CHICAGO
IL
60674

Type or Classification
(B)

JANITORIAL COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$87,706
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$87,706
JANUARY 2022 JANITORIAL SERVICES	01/10/2022	$6,609
NOVEMBER 2021 JANITORIAL SERVICES	01/24/2022	$6,609
FEBRUARY 2022 JANITORIAL SERVICES	02/07/2022	$6,609
MARCH 2022 JANITORIAL SERVICES	03/08/2022	$6,609
APRIL 2022 JANITORIAL SERVICES	04/11/2022	$6,807
JUNE 2022 JANITORIAL SERVICES	06/27/2022	$6,808
MAY AND JULY 2022 JANITORIAL SERVICES	07/06/2022	$13,615
AUGUST 2022 JANITORIAL SERVICES	08/02/2022	$6,808
SEPTEMBER 2022 JANITORIAL SERVICES	09/07/2022	$6,808
OCTOBER 2022 JANITORIAL SERVICES	10/06/2022	$6,808
NOVEMBER 2022 JANITORIAL SERVICES	11/01/2022	$6,808
DECEMBER 2022 JANITORIAL SERVICES	12/05/2022	$6,808

Name and Address
(A)

ADT COMMERCIAL
382109

PITTSBURGH
PA
15251

Type or Classification
(B)

ALARM MONITORING SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$23,645
Total of All Transactions with this Payee/Payer for This Schedule		$23,645

Name and Address
(A)

AKSHAY SHANI AND SURBHI VERMA

6 N. BISHOP STREET #508
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,405
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,405
2021 REAL ESTATE TAX REPRORATION	12/15/2022	$7,405

Name and Address
(A)

AMALGAMATED BANK OF CHICAGO

30 N. LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,045,644
Total Non-Itemized Transactions with this Payee/Payer		$4,565
Total of All Transactions with this Payee/Payer for This Schedule		$1,050,209
CONSTRUCTION LOAN INTEREST	01/05/2022	$16,965
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	01/24/2022	$72,202
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	01/27/2022	$11,734
CONSTRUCTION LOAN INTEREST	02/01/2022	$14,597
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	02/24/2022	$72,213
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	02/28/2022	$11,734
CONSTRUCTION LOAN INTEREST	03/02/2022	$7,737
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	03/24/2022	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	03/28/2022	$11,734
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	04/25/2022	$72,137
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	04/27/2022	$11,734
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	05/24/2022	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	05/27/2022	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	06/24/2022	$72,140
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	06/27/2022	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	07/25/2022	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	07/27/2022	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	08/24/2022	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	08/29/2022	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	09/26/2022	$72,138
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	09/27/2022	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	10/21/2022	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	10/27/2022	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	11/25/2022	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	11/28/2022	$11,733
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	12/27/2022	$83,836

Name and Address
(A)

AQUAMIST PLBG & LAWN SPRNKLG. CO.

9370 W. LARAWAY RD, STE E
FRANKFORT
IL
60423

Type or Classification
(B)

SPRINKLER SYSTEM CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,259
Total of All Transactions with this Payee/Payer for This Schedule		$5,259

Name and Address
(A)

BERGLUND CONSTRUCTION

8410 S. CHICAGO AVENUE
CHICAGO
IL
60617

Type or Classification
(B)

GENERAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$31,798
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$31,798
REPAIRS TO SALES CENTER BUILDING	03/18/2022	$9,393
REPAIRS TO AURORA BUILDING	12/28/2022	$22,405

Name and Address
(A)

BRADLEY SADOWSKI

465 N. GREEN ST, UNIT IN
CHICAGO
IL
60642

Type or Classification
(B)

REAL ESTATE PROFESSIONAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,968
Total of All Transactions with this Payee/Payer for This Schedule		$13,968

Name and Address
(A)

CALUMENT CITY PLUMBING COMPANY, INC.
150

CALUMET CITY
IL
60409

Type or Classification
(B)

PLUMBING CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,498
Total Non-Itemized Transactions with this Payee/Payer		$18,367
Total of All Transactions with this Payee/Payer for This Schedule		$25,865
WINTERIZATION OF AURORA BUILDING	12/28/2022	$7,498

Name and Address
(A)

CHRISTINA AND DAVID SUI

6 N. BISHOP STREET #506
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,594
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,594
2021 REAL ESTATE TAX REPRORATION	12/15/2022	$6,594

Name and Address
(A)

CINTAS
88005

CHICAGO
IL
60680

Type or Classification
(B)

DOOR MAT SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,009
Total of All Transactions with this Payee/Payer for This Schedule		$6,009

Name and Address
(A)

COMCAST
3001

SOUTHEASTERN
PA
19398

Type or Classification
(B)

CABLE AND INTERNET COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$21,770
Total of All Transactions with this Payee/Payer for This Schedule		$21,770

Name and Address
(A)

COMMONWEALTH EDISON
6111

CAROL STREAM
IL
60197

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,279
Total Non-Itemized Transactions with this Payee/Payer		$48,460
Total of All Transactions with this Payee/Payer for This Schedule		$91,739
MONTHLY USAGE	01/17/2022	$5,154
MONTHLY USAGE	02/14/2022	$5,588
MONTHLY USAGE	03/18/2022	$9,657
MONTHLY USAGE	04/18/2022	$8,972
MONTHLY USAGE	05/17/2022	$8,756
MONTHLY USAGE	11/16/2022	$5,152

Name and Address
(A)

CORPORATE CLEANING SERVICES

21 W. ELM STREET
CHICAGO
IL
60610

Type or Classification
(B)

WINDOW WASHING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,735
Total of All Transactions with this Payee/Payer for This Schedule		$5,735

Name and Address
(A)

CORSETTI STRUCTURAL STEEL, INC.

2515 NEW LENOX ROAD
JOLIET
IL
60433

Type or Classification
(B)

STEEL FABRICATING CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,680
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$9,680
BOLLARDS FOR PARKING LOT	08/31/2022	$9,680

Name and Address
(A)

CROWLEY & MARSICO, LLC

505 N. LASALLE DRIVE #400
CHICAGO
IL
60654

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,277
Total Non-Itemized Transactions with this Payee/Payer		$3,587
Total of All Transactions with this Payee/Payer for This Schedule		$10,864
REAL ESTATE TAX APPEAL	12/28/2022	$7,277

Name and Address
(A)

DATA RESEARCH GROUP

433 E. DAVIS STREET #300
CULPEPER
VA
22701

Type or Classification
(B)

IT CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,150
Total Non-Itemized Transactions with this Payee/Payer		$9,366
Total of All Transactions with this Payee/Payer for This Schedule		$33,516
QTLY LICENSING & COMMUNICATION SERVICE	03/07/2022	$5,925
QTLY LICENSING & COMMUNICATION SERVICE	06/08/2022	$6,000
QTLY LICENSING & COMMUNICATION SERVICE	09/07/2022	$6,075
QTLY LICENSING & COMMUNICATION SERVICE	12/05/2022	$6,150

Name and Address
(A)

DATAMATION IMAGING

7700 GRIFFIN WAY
WILLOWBROOK
IL
60527

Type or Classification
(B)

DOCUMENT SCANNING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,826
Total of All Transactions with this Payee/Payer for This Schedule		$6,826

Name and Address
(A)

FIRST COMMUNICATIONS, LLC
772069

DETROIT
MI
48227

Type or Classification
(B)

TECHNOLOGY SOLUTIONS COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,572
Total of All Transactions with this Payee/Payer for This Schedule		$17,572

Name and Address
(A)

FLOOD BROTHERS DISPOSAL
4560

CAROL STREAM
IL
60197

Type or Classification
(B)

GARBAGE DISPOSAL SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,961
Total of All Transactions with this Payee/Payer for This Schedule		$11,961

Name and Address
(A)

GARVEY'S OFFICE PRODUCTS
5678

CAROL STREAM
IL
60197

Type or Classification
(B)

OFFICE SUPPLIES VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,637
Total of All Transactions with this Payee/Payer for This Schedule		$14,637

Name and Address
(A)

HAYES MECHANICAL

5959 S. HARLEM AVENUE
CHICAGO
IL
60638

Type or Classification
(B)

MECHANICAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,372
Total Non-Itemized Transactions with this Payee/Payer		$15,024
Total of All Transactions with this Payee/Payer for This Schedule		$39,396
2022 HVAC PREVENTATIVE MAINTENANCE FEES	01/10/2022	$17,292
10/22 - 9/23 BOILER PREVENTATIVE MAINTENANCE FEES	10/06/2022	$7,080

Name and Address
(A)

HINCKLEY SPRINGS
660579

DALLAS
TX
75266

Type or Classification
(B)

BOTTLED WATER SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,458
Total of All Transactions with this Payee/Payer for This Schedule		$6,458

Name and Address
(A)

HUBINGER LANDSCAPING CO.

210 E. 113TH AVENUE
CROWN POINT
IN
46307

Type or Classification
(B)

LANDSCAPE MAINTENANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,193
Total of All Transactions with this Payee/Payer for This Schedule		$12,193

Name and Address
(A)

JEANNE AND THOMAS SZROMBA

6 N. BISHOP STREET #507
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,540
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,540
2021 REAL ESTATE TAX REPRORATION	12/15/2022	$7,540

Name and Address
(A)

LAKEWOOD PAVING COMPANY

10748 CENTRAL AVENUE
CHICAGO RIDGE
IL
60415

Type or Classification
(B)

PAVEMENT MAINTENANCE SERVICES COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$25,098
Total of All Transactions with this Payee/Payer for This Schedule		$25,098

Name and Address
(A)

MICROSOFT

ONE MICROSOFT WAY
REDMOND
WA
98052

Type or Classification
(B)

SOFTWARE VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,711
Total of All Transactions with this Payee/Payer for This Schedule		$7,711

Name and Address
(A)

MONTANA INVESTMENTS LLC

852 SHARP DRIVE, UNIT N
SHOREWOOD
IL
60404

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		$27,382
Total of All Transactions with this Payee/Payer for This Schedule		$27,382

Name and Address
(A)

MUCH SHELIST

191 N UPPER WACKER DR #1800
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,681
Total Non-Itemized Transactions with this Payee/Payer		$4,812
Total of All Transactions with this Payee/Payer for This Schedule		$48,493
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	02/28/2022	$9,900
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	03/14/2022	$6,864
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	04/11/2022	$7,640
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	05/11/2022	$6,779
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	09/13/2022	$6,460
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	10/12/2022	$6,038

Name and Address
(A)

NICOR
5407

CAROL STREAM
IL
60197

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,626
Total Non-Itemized Transactions with this Payee/Payer		$14,239
Total of All Transactions with this Payee/Payer for This Schedule		$19,865
JANUARY-FEBRUARY 2022 MONTHLY SERVICE	02/28/2022	$5,626

Name and Address
(A)

NIPSCO
13007

MERRILLVILLE
IN
46411

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$142,608
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$142,608
MONTHLY USAGE - INDIANA BUILDING	01/03/2022	$9,584
MONTHLY USAGE - INDIANA BUILDING	01/31/2022	$12,172
MONTHLY USAGE - INDIANA BUILDING	03/07/2022	$11,770
MONTHLY USAGE - INDIANA BUILDING	04/04/2022	$11,032
MONTHLY USAGE - INDIANA BUILDING	05/02/2022	$9,414
MONTHLY USAGE - INDIANA BUILDING	06/01/2022	$8,988
MONTHLY USAGE - INDIANA BUILDING	07/06/2022	$10,540
MONTHLY USAGE - INDIANA BUILDING	08/02/2022	$11,335
MONTHLY USAGE - INDIANA BUILDING	09/07/2022	$13,201
MONTHLY USAGE - INDIANA BUILDING	09/30/2022	$11,311
MONTHLY USAGE - INDIANA BUILDING	11/01/2022	$9,344
MONTHLY USAGE - INDIANA BUILDING	11/28/2022	$10,705
MONTHLY USAGE - INDIANA BUILDING	12/28/2022	$13,212

Name and Address
(A)

NITEL, INC.
4929

CAROL STREAM
IL
60122

Type or Classification
(B)

TELEPHONE AND DATA SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,454
Total of All Transactions with this Payee/Payer for This Schedule		$11,454

Name and Address
(A)

ORNELLA DIAN

6 N. BISHOP STREET #208
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,107
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,107
2021 REAL ESTATE TAX REPRORATION	12/15/2022	$7,107

Name and Address
(A)

PEOPLES GAS
2968

MILWAUKEE
WI
53201

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$26,382
Total of All Transactions with this Payee/Payer for This Schedule		$26,382

Name and Address
(A)

PIPE FITTERS' TRAINING FUND, LOCAL 597

10850 W. 187TH STREET
MOKENA
IL
60448

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,654
Total of All Transactions with this Payee/Payer for This Schedule		$13,654

Name and Address
(A)

PIPE FITTERS' WELFARE FUND, LOCAL 597

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,258
Total Non-Itemized Transactions with this Payee/Payer		$4,717
Total of All Transactions with this Payee/Payer for This Schedule		$26,975
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	03/14/2022	$5,400
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	06/13/2022	$5,400
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	09/22/2022	$6,058
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	12/05/2022	$5,400

Name and Address
(A)

PRAIRIE SHORES PROPERTY MANAGEMENT LLC

700 N. SACRAMENTO BLVD #351
CHICAGO
IL
60612

Type or Classification
(B)

PROPERTY MANAGEMENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$36,661
Total Non-Itemized Transactions with this Payee/Payer		$13,851
Total of All Transactions with this Payee/Payer for This Schedule		$50,512
ASSOCIATION FEES FOR UNSOLD PROPERTIES	04/27/2022	$15,117
ASSOCIATION FEES FOR UNSOLD PROPERTIES	12/05/2022	$21,544

Name and Address
(A)

PRECISION EXCAVATION & DEMOLITION

1475 W. IRVING PARK ROAD
CHICAGO
IL
60613

Type or Classification
(B)

DEMOLITION CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,164
Total Non-Itemized Transactions with this Payee/Payer		$4,000
Total of All Transactions with this Payee/Payer for This Schedule		$30,164
DEMOLITION OF SALES CENTER BUILDING	12/14/2022	$26,164

Name and Address
(A)

PRISM PAINTING COMPANY
1944

HIGHLAND
IN
46322

Type or Classification
(B)

MAINTENANCE CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$62,965
Total Non-Itemized Transactions with this Payee/Payer		$947
Total of All Transactions with this Payee/Payer for This Schedule		$63,912
POLISHING AND REPAIRS FOR STAINLESS STEEL	02/17/2022	$62,965

Name and Address
(A)

SINGLE CLICK IT INC.

405 DALTON AVENUE
MUNDELEIN
IL
60060

Type or Classification
(B)

IT CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,244
Total Non-Itemized Transactions with this Payee/Payer		$24,002
Total of All Transactions with this Payee/Payer for This Schedule		$29,246
NOVEMBER AND DECEMBER 2022 MONTHLY SERVICE	12/05/2022	$5,244

Name and Address
(A)

THE CLEANING CREW

469 W. 300 S.
VALPARAISO
IN
46385

Type or Classification
(B)

JANITORIAL COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$82,240
Total of All Transactions with this Payee/Payer for This Schedule		$82,240

Name and Address
(A)

THERMFLO

875 BUSCH PARKWAY
BUFFALO GROVE
IL
60089

Type or Classification
(B)

THERMAL MANAGEMENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,887
Total Non-Itemized Transactions with this Payee/Payer		$6,113
Total of All Transactions with this Payee/Payer for This Schedule		$12,000
GOLD SERVICE MAINTENANCE AGREEMENT AND INSPECTION	06/08/2022	$5,887

Name and Address
(A)

TOTAL ELECTRIC, INC.

16308 S. 107TH AVE, UNIT 11
ORLAND PARK
IL
60467

Type or Classification
(B)

ELECTRICAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,117
Total Non-Itemized Transactions with this Payee/Payer		$24,106
Total of All Transactions with this Payee/Payer for This Schedule		$39,223
SEPTEMBER 2022 MONTHLY MAINTENANCE	10/12/2022	$7,763
ELECTRICAL MAINTENANCE FOR AURORA BUILDING	12/16/2022	$7,354

Name and Address
(A)

VARSHA VIG

6 N. BISHOP STREET #405
CHICAGO
IL
60607

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,861
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,861
2021 REAL ESTATE TAX REPRORATION	12/15/2022	$8,861

Name and Address
(A)

VERTIV OPERATING COMPANY

7472 COLLECTION CENTER DR.
CHICAGO
IL
60693

Type or Classification
(B)

OFFICE SUPPLIES VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,542
Total of All Transactions with this Payee/Payer for This Schedule		$5,542

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 016-412

Name and Address
(A)

AMALGAMATED BANK OF CHICAGO

30 N. LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,013
Total of All Transactions with this Payee/Payer for This Schedule		$6,013

Name and Address
(A)

AMERICAN AIRLINES
619616

DFW AIRPORT
TX
75261

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,250
Total Non-Itemized Transactions with this Payee/Payer		$6,762
Total of All Transactions with this Payee/Payer for This Schedule		$15,012
5 ROUNDTRIP AIRFARES FOR CONFERENCES	08/09/2022	$8,250

Name and Address
(A)

BOND BROTHERS & COMPANY

7826 W. 47TH STREET
LYONS
IL
60534

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,199
Total Non-Itemized Transactions with this Payee/Payer		$16,468
Total of All Transactions with this Payee/Payer for This Schedule		$35,667
POSTCARDS AND POSTAGE FOR OCTOBER MEETING	09/30/2022	$5,122
POSTCARDS AND POSTAGE FOR DECEMBER MEETING	12/14/2022	$5,005
POSTCARDS, ENVELOPES, LETTERHEAD, CHECKS	12/28/2022	$9,072

Name and Address
(A)

BRETT HERNANDEZ

107 N. VAN BUREN STREET
HEBRON
IN
46341

Type or Classification
(B)

UNION MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,750
Total of All Transactions with this Payee/Payer for This Schedule		$5,750

Name and Address
(A)

BRETT TURPIN

6724 DEER CREEK COURT
CROWN POINT
IN
46307

Type or Classification
(B)

UNION MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,750
Total of All Transactions with this Payee/Payer for This Schedule		$5,750

Name and Address
(A)

HAMPTON INN & SUITES

7930 JONES BRANCH DRIVE
MCLEAN
VA
22102

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,145
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$14,145
HOTEL ROOMS FOR UA SOFTBALL TOURNAMENT	07/14/2022	$14,145

Name and Address
(A)

HYATT REGENCY HUNTINGTON BEACH

21500 E. PACIFIC COAST HWY
HUNTINGTON BEACH
CA
92648

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,761
Total of All Transactions with this Payee/Payer for This Schedule		$6,761

Name and Address
(A)

JAMES H. HURST JR.

5816 N. MILTIMORE AVENUE
CHICAGO
IL
60646

Type or Classification
(B)

UNION MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,750
Total of All Transactions with this Payee/Payer for This Schedule		$5,750

Name and Address
(A)

JOHNSON & KROL LLC

311 S. WACKER DRIVE #1050
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,338
Total Non-Itemized Transactions with this Payee/Payer		$28,737
Total of All Transactions with this Payee/Payer for This Schedule		$34,075
VARIOUS MEETINGS AND CONSULTATIONS	09/22/2022	$5,338

Name and Address
(A)

LEGACY PROFESSIONALS LLP

4 WESTBROOK CORPORATE CTR
WESTCHESTER
IL
60154

Type or Classification
(B)

ACCOUNTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$53,750
Total Non-Itemized Transactions with this Payee/Payer		$3,300
Total of All Transactions with this Payee/Payer for This Schedule		$57,050
2021 AUDIT/ACCOUNTING SERVICES	04/04/2022	$26,875
2021 AUDIT/ACCOUNTING SERVICES	05/02/2022	$26,875

Name and Address
(A)

LETTERKRAFT PRINTERS, INC.

4130 PLANK ROAD
PERU
IL
61354

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,439
Total of All Transactions with this Payee/Payer for This Schedule		$6,439

Name and Address
(A)

LOCAL UNION 130

1340 W. WASHINGTON BLVD.
CHICAGO
IL
60607

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$25,197
Total of All Transactions with this Payee/Payer for This Schedule		$25,197

Name and Address
(A)

LOCAL UNION 25

4600 46TH AVENUE
ROCK ISLAND
IL
61201

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,065
Total Non-Itemized Transactions with this Payee/Payer		$5,157
Total of All Transactions with this Payee/Payer for This Schedule		$10,222
TRAVEL CARD WORK WAGE ASSESSMENT	04/08/2022	$5,065

Name and Address
(A)

LOCAL UNION 601

3300 S. 103RD STREET
MILWAUKEE
WI
53227

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,956
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$24,956
TRAVEL CARD WORK WAGE ASSESSMENT	04/08/2022	$11,527
TRAVEL CARD WORK WAGE ASSESSMENT	06/30/2022	$7,624
TRAVEL CARD WORK WAGE ASSESSMENT	10/19/2022	$5,805

Name and Address
(A)

LOCAL UNION 798
470798

TULSA
OK
74147

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,657
Total Non-Itemized Transactions with this Payee/Payer		$4,159
Total of All Transactions with this Payee/Payer for This Schedule		$26,816
TRAVEL CARD WORK WAGE ASSESSMENT	04/08/2022	$6,702
TRAVEL CARD WORK WAGE ASSESSMENT	10/19/2022	$15,955

Name and Address
(A)

LONGBEHN & COMPANY

20W537 ELIZABETH DRIVE
DOWNERS GROVE
IL
60516

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,639
Total Non-Itemized Transactions with this Payee/Payer		$3,249
Total of All Transactions with this Payee/Payer for This Schedule		$9,888
LAPEL PINS FOR INSTRUCTOR TRAINING SCHOOL	04/26/2022	$6,639

Name and Address
(A)

MECHANICAL CONTRACTORS ASSOCIATION

7065 VETERANS BLVD.
BURR RIDGE
IL
60527

Type or Classification
(B)

EMPLOYER ASSOCIATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,715
Total Non-Itemized Transactions with this Payee/Payer		$4,095
Total of All Transactions with this Payee/Payer for This Schedule		$20,810
9 CONFERENCE REGISTRATIONS	07/14/2022	$9,230
3 CONFERENCE REGISTRATIONS	11/16/2022	$7,485

Name and Address
(A)

PIPE FITTERS' LOCAL UNION 597 FRINGE BENEFIT FUND
94455

CHICAGO
IL
60690

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$114,371
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$114,371
TRAINING FUND CONTRIBUTIONS	01/14/2022	$9,531
TRAINING FUND CONTRIBUTIONS	02/07/2022	$9,531
TRAINING FUND CONTRIBUTIONS	03/15/2022	$9,531
TRAINING FUND CONTRIBUTIONS	04/14/2022	$9,531
TRAINING FUND CONTRIBUTIONS	05/12/2022	$9,531
TRAINING FUND CONTRIBUTIONS	06/14/2022	$9,531
TRAINING FUND CONTRIBUTIONS	07/15/2022	$9,531
TRAINING FUND CONTRIBUTIONS	08/12/2022	$9,531
TRAINING FUND CONTRIBUTIONS	09/13/2022	$9,531
TRAINING FUND CONTRIBUTIONS	10/13/2022	$9,531
TRAINING FUND CONTRIBUTIONS	11/10/2022	$9,531
TRAINING FUND CONTRIBUTIONS	12/14/2022	$9,530

Name and Address
(A)

PIPEFITTERS ASSOCIATION 597 401(K)
94415

CHICAGO
IL
60690

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,406
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$22,406
OVERPAYMENT OF 401(K) CONTRIBUTIONS	03/30/2022	$22,406

Name and Address
(A)

SITKA GEAR

1251 N. ROUSE STREET
BOZEMAN
MT
59715

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,481
Total of All Transactions with this Payee/Payer for This Schedule		$6,481

Name and Address
(A)

STARS & STRIPES SILK SCREENING

7560 W. 100TH PLACE
BRIDGEVIEW
IL
60455

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$90,330
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$90,330
STICKERS; SHIRTS FOR BUSINESS AGENTS AND OFFICERS	03/28/2022	$22,999
UNIFORMS FOR UA SOFTBALL TOURNAMENT	06/27/2022	$10,061
STICKERS	09/30/2022	$8,470
STICKERS	10/06/2022	$39,705
PILL CASES, FIRST AID KITS, BAGS	12/16/2022	$9,095

Name and Address
(A)

STRIPE

185 BERRY ST, STE 550
SAN FRANCISCO
CA
94107

Type or Classification
(B)

CREDIT CARD PROCESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$154,165
Total of All Transactions with this Payee/Payer for This Schedule		$154,165

Name and Address
(A)

THE HARTFORD
660916

DALLAS
TX
75266

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$133,020
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$133,020
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	01/17/2022	$34,022
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	03/18/2022	$30,627
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	07/12/2022	$27,399
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	10/13/2022	$40,972

Name and Address
(A)

UNLIMITED GRAPHICS, INC.
10

LACENTER
KY
42056

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,347
Total Non-Itemized Transactions with this Payee/Payer		$1,622
Total of All Transactions with this Payee/Payer for This Schedule		$8,969
LAPEL PINS FOR INSTRUCTOR TRAINING SCHOOL	05/09/2022	$7,347

Name and Address
(A)

USI MIDWEST-CHICAGO
62889

VIRGINIA BEACH
VA
23466

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$82,074
Total Non-Itemized Transactions with this Payee/Payer		$2,660
Total of All Transactions with this Payee/Payer for This Schedule		$84,734
PROFESSIONAL LIABILITY INSURANCE	06/01/2022	$42,387
PROFESSIONAL LIABILITY INSURANCE	06/27/2022	$39,687

Name and Address
(A)

WEATHERTECH

841 REMINGTON BLVD.
BOLINGBROOK
IL
60440

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,279
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,279
DESK PHONE HOLDERS FOR ANNUAL PIPELINE CONFERENCE	02/10/2022	$5,279

Name and Address
(A)

WEST END GRILL ANN ARBOR

120 W. LIBERTY
ANN ARBOR
MI
48104

Type or Classification
(B)

RESTAURANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,259
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,259
MEETING WITH 597 TEACHERS AND MCA EXECUTIVES	09/13/2022	$6,259

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 016-412

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$2,555,859
HEALTH AND WELFARE CONTRIBUTIONS	TRUST (LOCAL UNION)	$588,597
PENSION CONTRIBUTIONS	TRUST (ASSOCIATION)	$1,000,142
PENSION CONTRIBUTIONS	TRUST (LOCAL UNION)	$394,670
PENSION CONTRIBUTIONS	TRUST (LOCAL UNION)	$489,600
DEATH BENEFITS	MEMBERS' BENEFICIARIES	$82,850

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 016-412

Item 71 Title: THE CONSTITUTION AND BY-LAWS STATE THAT THE CHIEF FINANCIAL OFFICER OF THE LOCAL IS THE FINANCIAL SECRETARY TREASURER.

Question 10: PIPE FITTERS' RETIREMENT FUND, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 62-6105084 PLAN NO. 001 PROVIDES PENSION BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PIPE FITTERS' WELFARE FUND, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-2141703 PLAN NO. 501 PROVIDES HEALTH AND WELFARE BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR AND FILES ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE. PIPE FITTERS' INDIVIDUAL ACCOUNT AND 401(K) PLAN, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-1820310 PLAN NO. 002 PROVIDES DEFINED CONTRIBUTION RETIREMENT BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PLUMBING AND HEATING WHOLESALERS RETIREMENT INCOME PLAN FOR THE BENEFIT OF SHOPMEN'S DIVISION OF PIPE FITTERS' ASSOCIATION, LOCAL UNION 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-6511016 PLAN NO. 001 PROVIDES PENSION BENEFITS FOR MEMBERS IN THE INDUSTRY. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PIPE FITTERS' TRAINING FUND, LOCAL 597 10850 W. 187TH STREET MOKENA, IL 60448 EIN 36-2536349 PLAN NO. 501 PROVIDES EDUCATION AND TRAINING TO APPRENTICES AND LOCAL 597 MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR AND FILES ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE.

Question 11(a):

Question 11(a): : : THE PIPE FITTERS' LOCAL 597 POLITICAL ACTION COMMITTEE. THIS COMMITTEE FILES REPORTS WITH THE ILLINOIS STATE BOARD OF ELECTIONS (FID 2405) QUARTERLY AND PERIODICALLY WITH THE STATE OF INDIANA ELECTION COMMISSION (FILE NO. 5498). THE FINANCIAL ACTIVITIES OF THIS COMMITTEE ARE NOT INCLUDED IN THIS LM-2 FILING.

Question 11(b):

Question 11(b): : 14 N. BISHOP LLC, A SINGLE-MEMBER LLC, FOR THE PURPOSE OF DEVELOPING AND SELLING PROPERTY OWNED BY THE LOCAL. THE FINANCIAL ACTIVITIES OF THIS ENTITY ARE INCLUDED IN THIS LM-2 FILING.

Question 12: LEGACY PROFESSIONALS LLP

Question 13: DURING THE REPORTING PERIOD, THE BUILDING LOCATED AT 1295 BUTTERFIELD ROAD, AURORA, IL WAS SEVERELY VANDALIZED AND SUSTAINED SIGNIFICANT DAMAGE. ESTIMATED REPAIR COSTS TOTALED APPROXIMATELY $4,280,000. AN INSURANCE CLAIM WAS FILED, BUT THE INSURANCE COMPANY CONCLUDED NO COVERAGE EXISTED FOR THE BUILDING REPAIRS NEEDED AS THE INSURANCE POLICY CONTAINED A VACANT BUILDING CONDITION CLAUSE, AND THE INSURANCE COMPANY CONCLUDED THE ASSOCIATION DID NOT OCCUPY THE BUILDING AT SUFFICIENT LEVELS REQUIRED BY THE POLICY WHEN THE DAMAGE OCCURRED. AS A RESULT OF THE DAMAGE SUSTAINED, THE ASSOCIATION RECOGNIZED AN IMPAIRMENT LOSS AND REMOVED THE BUILDING WITH A COST OF $6,381,067 AND A BOOK VALUE OF $3,977,321. SUBSEQUENT TO THE REPORTING PERIOD, THE ASSOCIATION HAS DECIDED TO MOVE FORWARD WITH DEMOLITION OF THE AFOREMENTIONED BUILDING AND LIST THE LAND FOR SALE. ADDITIONALLY, SUBSEQUENT TO YEAR END, THE ASSOCIATION RECEIVED INSURANCE PROCEEDS OF $124,089 REPRESENTING PAYMENT FOR THE PERSONAL PROPERTY CLAIM ASSOCIATED WITH THE VANDALISM.

Question 15: DURING THE CURRENT REPORTING PERIOD, THE LOCAL TRADED IN 8 AUTOMOBILES WITH A COST OF $388,473 AND A BOOK VALUE OF $186,861 TOWARD THE PURCHASE OF NEW AUTOMOBILES. THE TRADE-IN ALLOWANCE OF THE OLD AUTOMOBILES WAS $256,000. DURING THE CURRENT REPORTING PERIOD, THE LOCAL GIFTED 1 AUTOMOBILE TO THE RETIRING BUSINESS MANAGER WITH A COST OF $64,476 AND A BOOK VALUE OF $58,357. DURING THE CURRENT REPORTING PERIOD, 1 OF THE LOCALS AUTOMOBILES WAS TOTALED IN AN ACCIDENT. THIS AUTOMOBILE HAD A COST OF $51,585 AND A BOOK VALUE OF $42,438. INSURANCE PROCEEDS OF $47,099 WERE RECEIVED AS A RESULT OF THIS AUTOMOBILE BEING TOTALED AND HAVE BEEN INCLUDED ON SCHEDULE 14. TO ENCOURAGE AND PROMOTE UNITY WITHIN THE LOCAL, IT IS THE PRACTICE OF THE LOCAL TO OCCASIONALLY GIVE AWAY UNION IMPRINTED PROMOTIONAL ITEMS AND OTHER HOLIDAY ITEMS OF MINIMAL COST TO MEMBERS/EMPLOYEES. IT IS NOT PRACTICAL TO SPECIFICALLY IDENTIFY THE RECIPIENTS OF THESE ITEMS. THE ESTIMATED COST OF PROMOTIONAL ITEMS GIVEN TO MEMBERS/EMPLOYEES DURING THE CURRENT REPORTING PERIOD WAS $115,438. ALSO DURING THE CURRENT REPORTING PERIOD, THE LOCAL GAVE AWAY PROMOTIONAL ITEMS TO MEMBERS AND OFFICERS WHO PARTICIPATED IN THE 2022 UNITED ASSOCIATION SOFTBALL TOURNAMENT WITH AN ESTIMATED COST OF $10,100.

Question 16: THE COLLATERAL PLEDGED BY THE LOCAL FOR A MORTGAGE LOAN ON PROPERTY LOCATED IN AURORA, ILLINOIS CONSISTS OF THE LAND AND BUILDING LOCATED AT 1295 BUTTERFIELD ROAD, AURORA, ILLINOIS AND ALL RENTS ASSOCIATED WITH THE SAME PROPERTY. THE COLLATERAL PLEDGED BY THE LOCAL FOR A MORTGAGE LOAN ON PROPERTY LOCATED IN CROWN POINT, INDIANA CONSISTS OF THE LAND AND BUILDING LOCATED AT 10100 GEORGIA STREET, CROWN POINT, INDIANA AND ALL RENTS ASSOCIATED WITH THE SAME PROPERTY. THE COLLATERAL PLEDGED BY THE LOCAL FOR THE CONSTRUCTION LOAN CONSISTED OF LAND AND BUILDING LOCATED AT 14 N. BISHOP AVENUE, 45 N. OGDEN AVENUE AND 1446-1448 MADISON STREET, CHICAGO, ILLINOIS AND ALL RENTS ASSOCIATED WITH THESE SAME PROPERTIES. THIS LOAN WAS PAID IN FULL DURING THE CURRENT REPORTING PERIOD.

Schedule 13, Row5:::METAL TRADES JOURNEYMAN PERMIT ARE INDIVIDUALS WORKING IN THIS FIELD AND RECEIVING JOURNEYMAN'S WAGES BUT ARE NOT UNION MEMBERS. THESE INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row5:::METAL TRADES JOURNEYMAN PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row6:::METAL TRADES SHOP IS A MEMBER WHO IS WORKING IN THE APPLIANCE FIELD FOR A UNION CONTRACTOR. THESE MEMBERS PAY DUES OF $181 PER QUARTER. METAL TRADES SHOP MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row7:::WAREHOUSEMEN ARE MEMBERS WORKING FOR PIPING SUPPLY HOUSES. THESE MEMBERS PAY DUES OF $30 PER MONTH. WAREHOUSEMAN MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row1:::APPRENTICES ARE INDIVIDUALS WHO ARE LEARNING THE TRADE THROUGH FIELD EXPERIENCE AS WELL AS CLASSROOM STUDY. THEY ATTEND SCHOOL ONCE A WEEK AND WILL COMPLETE THEIR TRAINING AT THE END OF 5 YEARS, AT WHICH TIME THEY WILL ACHIEVE JOURNEYMAN STATUS. APPRENTICES PAY A DUES STRUCTURE OF $192 PER QUARTER AS WELL AS AN ASSESSMENT OF 2% OF THE APPRENTICES WORKING WAGE RATE. APPRENTICES ALSO PAY A PER QUARTER INITIATION FEE BEGINNING IN THE 3RD YEAR. 4TH AND 5TH YEAR APPRENTICES HAVE FULL VOTING RIGHTS.

Schedule 13, Row2:::JOURNEYMEN ARE INDIVIDUALS WHO HAVE SERVED A 4 TO 5 YEAR APPRENTICESHIP, OR INDIVIDUALS WHO HAVE CERTAIN SKILLS UNIQUE TO THE INDUSTRY AND HAVE ACHIEVED JOURNEYMAN STATUS THROUGH THE PERMIT SYSTEM. ALL JOURNEYMEN POSSESS THE SKILLS AND KNOWLEDGE TO BE PROFICIENT IN ALL ASPECTS OF THE PIPING INDUSTRY. THIS INCLUDES WELDING, RIGGING, INITIAL PIPING INSTALLATIONS, AND SERVICE AND MAINTENANCE. JOURNEYMAN PAY $246 PER QUARTER IN DUES, AS WELL AS A WORKING ASSESSMENT OF 2% OF THE JOURNEYMAN'S WORKING WAGE RATE. JOURNEYMAN HAVE FULL VOTING RIGHTS.

Schedule 13, Row3:::SHOP PERMITS ARE INDIVIDUALS WORKING FOR A UNION CONTRACTOR BUT ARE NOT INITIATED MEMBERS OF THE ASSOCIATION. SHOP PERMIT INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row3:::SHOP PERMITS INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row4:::BUILDING TRADES JOURNEYMAN PERMIT ARE INDIVIDUALS RECEIVING JOURNEYMAN'S WAGES BUT ARE NOT UNION MEMBERS. THESE INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row4:::BUILDING TRADES JOURNEYMAN PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row8:::METAL TRADES SERVICE ARE MEMBERS WORKING IN THE SERVICE SECTOR FOR UNION CONTRACTORS. THESE MEMBERS PAY DUES OF $196 PER QUARTER. METAL TRADES SERVICE MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row9:::THERMAL CARE PERMIT ARE INDIVIDUALS WHO ARE MEMBERS OF A DIFFERENT UA LOCAL. THEY WORK AT THERMAL CARE AND ARE ON APPLIANCE FITTER PERMITS. THERMAL CARE PERMIT INDIVIDUALS PAY MONTHLY DUES.

Schedule 13, Row9:::THERMAL CARE PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row10:::LIFE MEMBERS ARE MEMBERS WHO OBTAINED 50 YEARS OF CONTINUOUS SERVICE. THEY PAY NO DUES AND HAVE FULL VOTING RIGHTS.

Schedule 13, Row11:::RETIREES ARE NON-ACTIVE MEMBERS WHO PAY NO UNION DUES. RETIREES RETAIN ALL VOTING RIGHTS AFTER RETIREMENT.

General Information: SCHEDULE 6, COLUMN (E) - FAIR VALUE: THE LOCAL HAS NO POLICY FOR PERIODICALLY APPRAISING ITS ASSETS TO DETERMINE THEIR FAIR VALUE. THE LOCAL HAD THEIR LAND AND BUILDING LOCATED AT 45 N. OGDEN AVENUE, CHICAGO, ILLINOIS APPRAISED IN OCTOBER 2018 AND THE APPRAISED VALUE HAS BEEN REPORTED AS THE FAIR VALUE ON SCHEDULE 6. THE BOOK VALUE OF THE LOCALS REMAINING ASSETS HAVE BEEN REPORTED AS A GOOD FAITH ESTIMATE OF THE FAIR VALUE. DEPRECIATION EXPENSE: BUILDING AND BUILDING IMPROVEMENTS TOTAL $993,775 AUTOMOBILES TOTALED $221,843, OFFICE FURNITURE AND EQUIPMENT TOTALED $70,383, LEASEHOLD IMPROVEMENTS TOTALED $69,445. TOTAL DEPRECIATION EXPENSE FOR THE CURRENT REPORTING PERIOD TOTALED $1,355,446. SCHEDULE 11 ALL OFFICERS: MOST OF THE CHANGES IN OFFICERS DURING THE CURRENT REPORTING PERIOD WAS DUE TO THE LOCALS REGULARLY SCHEDULED ELECTION. OTHER CHANGES TO OFFICERS OCCURRED AS FOLLOWS: LEO JOHNSON RESIGNED FROM THE POSITION OF BUSINESS AGENT. MARK ANTCZAK WAS APPOINTED TO THE POSITION OF BUSINESS AGENT AND WAS APPROVED BY THE GENERAL MEMBERSHIP TO FULFILL THE REMAINING TERM OF OFFICE. KENNETH RUESKEN RESIGNED FROM THE POSITION OF BUSINESS AGENT. JOHN KOTEL WAS APPOINTED TO THE POSITION OF BUSINESS AGENT AND WAS APPROVED BY THE GENERAL MEMBERSHIP TO FULFILL THE REMAINING TERM OF OFFICE. MARK ANTCZAK RESIGNED FROM THE POSITION OF EXAMINING BOARD. KRISTOPHER RILEY WAS APPOINTED TO THE POSITION OF EXAMINING BOARD AND WAS APPROVED BY THE GENERAL MEMBERSHIP TO FULFILL THE REMAINING TERM OF OFFICE. SCHEDULES 11 AND 12, ITEMS 50-54: IT IS NOT PRACTICAL TO MAKE A PRECISE DISTRIBUTION OF AUTOMOBILE OPERATING EXPENSES NOT PAID DIRECTLY TO OFFICERS AND EMPLOYEES AND INCLUDED IN COLUMN (F) AND COLUMN (G). HOWEVER, AN ALLOCATION OF SUCH EXPENSES HAS BEEN MADE IN ACCORDANCE WITH IRS REPORTING RULES. IF UNION OWNED AUTOMOBILES WERE USED 50% OR LESS FOR BUSINESS PURPOSES BY IRS REPORTING STANDARDS, THE REMAINDER IS TREATED AS IF IT WERE PERSONAL USE AND IS REPORTED IN COLUMN (G). IRS STANDARDS SHOULD NOT NECESSARILY BE CONSIDERED AS THE ACTUAL BUSINESS USE OF AN AUTOMOBILE. ITEM 64: THIS ITEM REFLECTS ONLY DISBURSEMENTS ON BEHALF OF INDIVIDUAL MEMBERS FOR OTHER THAN NORMAL OPERATING PURPOSES. ALL OF OUR EXPENSES BENEFIT THE ENTIRE UNION MEMBERSHIP AND INDIVIDUALS ARE NOT NORMALLY SINGLED OUT FOR SPECIAL PURPOSES.



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