LM2 Operating Engineers local 49 LMS# 004-588 (7/1/2004-6/30/2005) Last revised 08/14/2007

FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 11-30-2006
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
004-588
2. PERIOD COVERED
From 7/1/2004
Through 6/30/2005
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
49
 
7. UNIT NAME (if any)

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

 
Number and Street
2829 ANTHONY LANE S
City
MINNEAPOLIS
State
MN		 ZIP Code + 4
55418-3269


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.)
26. SIGNED: Glen D Johnson PRESIDENT 27. SIGNED: James J Hansen TREASURER
Date: Sep 28, 2005 Contact Info:   Date: Sep 28, 2005 Contact Info:  
Form LM-2 (Revised 2003)

 
ITEMS 10 THROUGH 21 FILE NUMBER: 004-588
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. During the reporting period did the labor organization have a Political Action Committee (PAC) fund? 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.) 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? 09-2006
20. How many members did the labor organization have at the end of the reporting period? 12,703
21. What ar the labor organization's rates of dues and fees?
 
Rates of Dues and Fees
Dues/Fees Amount   Unit Minimum Maximum
(a) Regular Dues/Fees 30 per mo    
(b) Working Dues/Fees 1 - 1-1/2% per Gross Wage    
(c) Initiation Fees   per   130 610
(d) Transfer Fees   per   35 500
(e) Work Permits 30 per mo    

 
Form LM-2 (Revised 2003)

 
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 004-588

 
ASSETS
 
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash   $12,205,334 $14,618,049
23. Accounts Receivable 1 $647,081 $655,571
24. Loans Receivable 2 $0 $0
25. U.S. Treasury Securities   $6,314,111 $1,000,000
26. Investments 5 $190,000 $5,597
27. Fixed Assets 6 $651,394 $1,186,622
28. Other Assets 7 $242,254 $178,720
29. TOTAL ASSETS   $20,250,174 $17,644,559

 
LIABILITIES
 
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable 8 $54,530 $53,220
31. Loans Payable 9 $0 $0
32. Mortgages Payable   $0 $0
33. Other Liabilities 10 $588,907 $870,427
34. TOTAL LIABILITIES   $643,437 $923,647
   
35. NET ASSETS $19,606,737 $16,720,912
Form LM-2 (Revised 2003)

 
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 004-588

 
CASH RECEIPTS SCH AMOUNT
36. Dues and Agency Fees   $9,831,345
37. Per Capita Tax   $0
38. Fees, Fines, Assessments, Work Permits   $214,507
39. Sale of Supplies   $13,930
40. Interest   $301,527
41. Dividends   $0
42. Rents   $0
43. Sale of Investments and Fixed Assets 3 $5,523,605
44. Loans Obtained 9 $0
45. Repayments of Loans Made 2 $0
46. On Behalf of Affiliates for Transmittal to Them   $250,258
47. From Members for Disbursement on Their Behalf   $0
48. Other Receipts 14 $402,773
49. TOTAL RECEIPTS   $16,537,945
CASH DISBURSEMENTS SCH AMOUNT
50. Representational Activities 15 $3,864,342
51. Political Activities and Lobbying 16 $229,966
52. Contributions, Gifts, and Grants 17 $55,406
53. General Overhead 18 $157,520
54. Union Administration 19 $1,102,784
55. Benefits 20 $5,757,154
56. Per Capita Tax   $1,330,562
57. Strike Benefits   $7
58. Fees, Fines, Assessments, etc.   $0
59. Supplies for Resale   $16,503
60. Purchase of Investments and Fixed Assets 4 $918,601
61. Loans Made 2 $0
62. Repayment of Loans Obtained 9 $0
63. To Affiliates of Funds Collected on Their Behalf   $383,147
64. On Behalf of Individual Members   $0
65. Direct Taxes   $310,142
  
66. Subtotal   $14,126,134
67. Withholding Taxes and Payroll Deductions    
  67a. Total Withheld $986,649    
  67b. Less Total Disbursed $985,745    
  67c. Total Withheld But Not Disbursed   $904
68. TOTAL DISBURSEMENTS   $14,125,230
Form LM-2 (Revised 2003)

 
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 004-588

 
Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Totals from all other accounts receivable       $0
TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B)) $655,571 $0 $0 $0
Administration dues - June 2005 $574,487 $0 $0 $0
Due from affiliated organization - Twin City Hoist $79,326 $0 $0 $0
Interest receivable on savings certificate $1,758 $0 $0 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 004-588

 
There was no data found for this schedule.

 
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 004-588

 
Description (if land or buildings give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines $5,550,664 $5,517,328 $5,523,605 $5,523,605
Automobiles $46,553 $13,217 $8,500 $8,500
US Treasury Securities $5,314,111 $5,314,111 $5,325,105 $5,325,105
Peoples Bank of Tallahassee Bond $95,000 $95,000 $95,000 $95,000
Concord Bank - St. Louis Bond $95,000 $95,000 $95,000 $95,000
  14. Less Reinvestments $0
(Net Sales total will automatically entered in Item 43) 15. Net Sales $5,523,605
Form LM-2 (Revised 2003)

 
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 004-588

 
Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines $918,601 $918,601 $918,601
Automobiles $518,511 $518,511 $518,511
Office Equipment $400,090 $400,090 $400,090
  14. Less Reinvestments $0
(Net Purchases total will automatically entered in Item 60) 15. Net Purchases $918,601
Form LM-2 (Revised 2003)

 
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 004-588

 
There was no data found for this schedule.

 
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 004-588

 
Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
1. Land (give location) $0   $0 $0
3. Buildings (give location) $0 $0 $0 $0
5. Automobiles and Other Vehicles $917,946 $239,752 $678,194 $678,194
6. Office Furniture and Equipment $692,155 $183,727 $508,428 $508,428
7. Other Fixed Assets $0 $0 $0 $0
8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,610,101 $423,479 $1,186,622 $1,186,622
Form LM-2 (Revised 2003)

 
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 004-588

 
Description
(A) 		Book Value
(B)
Total Other Assets (Total will be automatically entered in Item 28, Column(B)) $178,720
Prepaid expenses $26,925
Prepaid insurance $151,795
Form LM-2 (Revised 2003)

 
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 004-588

 
Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
 		 Liquidated Account
(E)
Total from all other accounts payable $0 $0 $0 $0
Total Accounts Payable (Column(B) Total will be automatically entered in Item 30, Column(D)) $53,220 $0 $0 $0
June 2005 operating expenses $53,220 $0 $0 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 004-588

 
There was no data found for this schedule.

 
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 004-588

 
Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $870,427
Contractors payable - market recovery program $626,200
Due to affiliates $22,000
Per capita taxes $209,945
Payroll taxes $12,282
Form LM-2 (Revised 2003)

 
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 004-588

 
  (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) thru (F) 		(H)
TOTAL
A
B
C 		Glen   D   Johnson
Business Manager
C		 $97,279 $0 $25,426 $0 $122,705
I
Schedule 15
Representational Activities 		64 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		32 %
A
B
C 		Thomas   H   Pariseau
President
C		 $82,467 $0 $9,048 $0 $91,515
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		6 %
A
B
C 		Joseph   L   Ryan
Vice President
C		 $78,764 $0 $6,607 $0 $85,371
I
Schedule 15
Representational Activities 		59 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		39 %
A
B
C 		James   J   Hansen
Treasurer
C		 $78,764 $0 $6,511 $0 $85,275
I
Schedule 15
Representational Activities 		21 % Schedule 16
Political Activities and Lobbying 		14 % Schedule 17
Contributions 		7 % Schedule 18
General Overhead 		12 % Schedule 19
Administration 		46 %
A
B
C 		Kyle   D   Jones
Recording Secretary
C		 $82,467 $0 $6,939 $0 $89,406
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		12 %
Total Officer Disbursements $419,741 $0 $54,531 $0 $474,272
Less Deductions         $151,494
Net Disbursements         $322,778
Form LM-2 (Revised 2003)

 
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 004-588

 
  (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) thru (F) 		(H)
TOTAL
A
B
C 		George   D   Arneson
Organizer
N		 $43,221 $0 $5,102 $0 $48,323
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		9 %
A
B
C 		Kenneth     Brein
Business Agent
C		 $75,061 $0 $11,886 $0 $86,947
I
Schedule 15
Representational Activities 		79 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		17 %
A
B
C 		Richard   G   Brown
Organizer
N		 $32,631 $0 $6,657 $0 $39,288
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		John   R   Buxell
Business Agent
N		 $56,788 $0 $6,003 $0 $62,791
I
Schedule 15
Representational Activities 		72 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		24 %
A
B
C 		Michael   C   Daniels
Business Agent
C		 $75,061 $0 $6,704 $0 $81,765
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		10 %
A
B
C 		Thomas   E   Deadrick
Organizer
C		 $78,659 $0 $11,594 $0 $90,253
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Todd   L   Doncavage
Business Agent
C		 $75,061 $0 $6,237 $0 $81,298
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Adam   E   Duininck
Organizer
N		 $43,221 $0 $4,198 $0 $47,419
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		% Schedule 19
Administration 		7 %
A
B
C 		Michael   B   Fabish
Organizer
C		 $72,489 $0 $14,515 $0 $87,004
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 		Darrel   R   Haroldson
Business Agent
C		 $75,061 $0 $7,113 $0 $82,174
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		% Schedule 19
Administration 		13 %
A
B
C 		Steven   G   Haro
Business Agent
C		 $75,061 $0 $6,596 $0 $81,657
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		3 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		James   D   Hermansen
Business Agent
C		 $75,061 $0 $6,151 $0 $81,212
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Leland   J   Hiller
Business Agent
C		 $75,061 $0 $7,714 $0 $82,775
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		7 %
A
B
C 		Virgil     Horst
Business Agent
C		 $75,061 $0 $8,475 $0 $83,536
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		22 %
A
B
C 		Terry   L   Hutchinson
Business Agent
C		 $74,646 $0 $7,392 $0 $82,038
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		7 %
A
B
C 		Clayton   J   Johnson
Business Agent
N		 $14,359 $0 $1,404 $0 $15,763
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		6 %
A
B
C 		John   A   Kocak
Business Agent
C		 $75,061 $0 $7,509 $0 $82,570
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		4 %
A
B
C 		Kent   A   Korman
Business Agent
C		 $75,061 $0 $6,703 $0 $81,764
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		19 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		9 %
A
B
C 		John   C   Korzan
Business Agent
C		 $19,575 $0 $2,739 $0 $22,314
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Thomas   L   Kruger
Organizer
N		 $52,604 $0 $11,233 $0 $63,837
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		7 %
A
B
C 		James   P   Lenant
Business Agent
C		 $75,061 $0 $8,285 $0 $83,346
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		6 %
A
B
C 		Joseph   D   Long
Organizer
C		 $72,489 $0 $15,178 $0 $87,667
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		David   L   McGlynn
Business Agent
C		 $75,061 $0 $15,507 $0 $90,568
I
Schedule 15
Representational Activities 		76 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		17 %
A
B
C 		Eugene   R   Pagel Jr
Business Agent
C		 $75,621 $0 $1,770 $0 $77,391
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		34 %
A
B
C 		Robert   H   Paine
Business Agent
C		 $75,061 $0 $7,698 $0 $82,759
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		6 %
A
B
C 		Eugene   R   Pickerign
Business Agent
C		 $75,061 $0 $7,948 $0 $83,009
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		2 %
A
B
C 		Mark   J   Pothen
Organizer
C		 $72,489 $0 $11,430 $0 $83,919
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Paul   M   Ptacek
Business Agent
C		 $74,203 $0 $13,356 $0 $87,559
I
Schedule 15
Representational Activities 		83 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		14 %
A
B
C 		Brent   C   Pykkonen
Business Agent
C		 $75,061 $0 $7,811 $0 $82,872
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		10 %
A
B
C 		Victor   L   Ruzynski
Business Agent
C		 $75,061 $0 $7,126 $0 $82,187
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		6 %
A
B
C 		Oscar   J   Sletten
Organizer
N		 $43,221 $0 $6,638 $0 $49,859
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Bruce   A   Stahnke
Business Agent
C		 $74,782 $0 $11,551 $0 $86,333
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Ronald   P   Sundboom
Dispatcher
C		 $75,061 $0 $5,176 $0 $80,237
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		2 %
A
B
C 		Leon   J   Trafgen
Business Agent
C		 $75,061 $0 $10,324 $0 $85,385
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		7 %
A
B
C 		Gregory   R   Waffensmith
Business Agent
C		 $75,061 $0 $9,790 $0 $84,851
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		4 %
A
B
C 		John   E   Wells
Business Agent
C		 $75,061 $0 $9,476 $0 $84,537
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		8 %
A
B
C 		Michael   L   Wilde
Attorney
C		 $79,890 $0 $8,607 $0 $88,497
I
Schedule 15
Representational Activities 		76 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		18 %
A
B
C 		Douglas   A   Zila
Business Agent
C		 $75,061 $0 $8,403 $0 $83,464
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		12 %
A
B
C 		Denise   K   Anderson
Clerical
C		 $40,358 $0 $178 $0 $40,536
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Koreen   M   Anderson
Clerical
C		 $28,677 $0 $0 $0 $28,677
I
Schedule 15
Representational Activities 		79 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		15 %
A
B
C 		Pamela   M   Baumgartner
Clerical
C		 $30,018 $0 $0 $0 $30,018
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		5 %
A
B
C 		Charles   B   Didier
Accounting
C		 $52,970 $0 $215 $0 $53,185
I
Schedule 15
Representational Activities 		2 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		15 % Schedule 19
Administration 		79 %
A
B
C 		Julie     Ekg
Clerical
C		 $28,796 $0 $264 $0 $29,060
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		% Schedule 18
General Overhead 		2 % Schedule 19
Administration 		13 %
A
B
C 		Janelle   R   Ensrud
Clerical
C		 $29,697 $0 $275 $0 $29,972
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		85 %
A
B
C 		Laura   L   Flynn
Clerical
C		 $42,690 $0 $0 $0 $42,690
I
Schedule 15
Representational Activities 		18 % Schedule 16
Political Activities and Lobbying 		11 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		71 %
A
B
C 		Margaret   M   Goltman
Clerical
C		 $40,534 $0 $175 $0 $40,709
I
Schedule 15
Representational Activities 		57 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		42 %
A
B
C 		Sharon   A   Gregoryk
Clerical
C		 $29,697 $0 $529 $0 $30,226
I
Schedule 15
Representational Activities 		68 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		32 %
A
B
C 		Janet   C   Haley
Clerical
C		 $28,677 $0 $146 $0 $28,823
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		8 %
A
B
C 		Mary Jane     Hubert
Clerical
C		 $28,723 $0 $0 $0 $28,723
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		9 %
A
B
C 		Cynthia   K   Irons
Clerical
C		 $34,818 $0 $0 $0 $34,818
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		12 %
A
B
C 		Tammy   D   Kmetz
Clerical
C		 $37,966 $0 $0 $0 $37,966
I
Schedule 15
Representational Activities 		79 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		21 %
A
B
C 		Jeanne   M   Luke
Clerical
C		 $38,327 $0 $169 $0 $38,496
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Mary   K   McShane
Clerical
C		 $39,182 $0 $0 $0 $39,182
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		8 %
A
B
C 		Pamela   S   Miley
Clerical
C		 $35,869 $0 $0 $0 $35,869
I
Schedule 15
Representational Activities 		47 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		14 % Schedule 19
Administration 		39 %
A
B
C 		Sharalyn   A   Welle
Clerical
C		 $29,168 $0 $0 $0 $29,168
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		92 %
A
B
C 		Cynthia     Yess
Clerical
C		 $35,421 $0 $0 $0 $35,421
I
Schedule 15
Representational Activities 		87 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		9 %
A
B
C 		Ann   L   Zajaczkowski
Clerical
C		 $41,883 $0 $0 $0 $41,883
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000 $8,979 $0 $837 $0 $9,816
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Employee Disbursements $3,239,619 $0 $314,787 $0 $3,554,406
Less Deductions         $835,155
Net Disbursements         $2,719,251
Form LM-2 (Revised 2003)

 
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 004-588

 
Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members 12,703  
Agency Fee Payers*    
Total Members/Fee Payers 12,703  
*Agency Fee Payers are not considered members of the labor organization.
Local No. 49A Oilers 28 Yes
Local No. 49B Journeyman 9,169 Yes
Local No.49C Shop 1,228 Yes
Local No. 49D Public Works 2,222 Yes
Local No. 49R Apprentices 56 Yes
Form LM-2 (Revised 2003)

 
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 004-588

 
SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts $224,715
2. Named Payer Non-itemized Receipts $122,695
3. All Other Receipts $55,363
4. Total Receipts $402,773
     
     
 
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements $5,000
2. Named Payee Non-itemized Disbursements $31,898
3. To Officers $7,196
4. To Employees $11,312
5. All Other Disbursements $0
6. Total Disbursements $55,406
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements $249,422
2. Named Payee Non-itemized Disbursements $246,828
3. To Officers $308,806
4. To Employees $2,900,013
5. All Other Disbursements $159,273
6. Total Disbursements $3,864,342
 
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements $7,860
2. Named Payee Non-itemized Disbursements $8,150
3. To Officers $14,394
4. To Employees $56,328
5. All Other Disbursements $70,788
6. Total Disbursements $157,520
     
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements $154,905
2. Named Payee Non-itemized Disbursements $0
3. To Officers $15,869
4. To Employees $59,036
5. All Other Disbursements $156
6. Total Disbursement $229,966
 
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements $221,576
2. Named Payee Non-itemized Disbursements $101,600
3. To Officers $128,008
4. To Employees $527,722
5. All Other Disbursements $123,878
6. Total Disbursements $1,102,784
Form LM-2 (Revised 2003)

 
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 004-588

 
Name and Address
(A)
Twin City Hoisting & Portable
Engineers Assoc. Inc.
2829 Anthony Lane S.
Minneapolis
MN
55418-3269
Type or Classification
(B)
Reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $49,950
Total Non-Itemized Transactions $33,408
Total of All Transactions $83,358
Reimburse Building expense 11/30/2004 $8,231
Reimburse building expense 02/28/2005 $7,427
Reimburse building expense 03/31/2005 $10,698
Reimburse building expense 04/30/2005 $5,690
Reimburse building expense 05/31/2005 $9,205
Reimburse building expense 06/30/2005 $8,699
Name and Address
(A)
International Union of
Operating Engineers

Washington
DC
 
Type or Classification
(B)
Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $150,000
Total Non-Itemized Transactions  
Total of All Transactions $150,000
Organizing Grant 07/31/2004 $15,000
Organizing Grant 08/31/2004 $15,000
Organizing Grant 09/30/2004 $15,000
Organizing Grant 10/31/2004 $15,000
Organizing grant 11/30/2004 $15,000
Organizing grant 12/31/2004 $15,000
Organizing grant 03/30/2005 $40,000
Organizing grant 03/31/2005 $20,000
Name and Address
(A)
IUOE Local No. 49
Death Benefit Fund
2829 Anthony Lane South
Minneapolis
MN
55418-3269
Type or Classification
(B)
Expense Reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $15,529
Total Non-Itemized Transactions $53,543
Total of All Transactions $69,072
Rents and services 11/30/2004 $5,019
Rents and services 01/31/2005 $5,119
Rents and services 05/31/2005 $5,391
Name and Address
(A)
Harleysville Ins. Co.


Minneapolis
MN
 
Type or Classification
(B)
Expense reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $9,236
Total Non-Itemized Transactions $35,744
Total of All Transactions $44,980
Auto Insurance Claims 05/31/2005 $9,236
Form LM-2 (Revised 2003)

 
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 004-588

 
Name and Address
(A)
Reed Construction Data
2241

Carol Stream
IL
60132
Type or Classification
(B)
Dues and subscriptions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $11,486
Total Non-Itemized Transactions $2,721
Total of All Transactions $14,207
Newsletter subscription 02/28/2005 $11,486
 
Name and Address
(A)
Labor Education Service

321 19th Ave. S., #3-300
Minneapolis
MN
55455
Type or Classification
(B)
Seminars
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $12,184
Total of All Transactions $12,184
Name and Address
(A)
Advertising Incentives

4134 Trail Ridge Lane
Minnetonka
MN
55345
Type or Classification
(B)
Promotions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $70,680
Total Non-Itemized Transactions $22,445
Total of All Transactions $93,125
Promotional Merchandise 08/20/2004 $16,769
 
Promotional Merchandise 08/30/2004 $5,312
 
Promotional Merchandise 09/02/2004 $15,547
 
Promotional Merchandise 12/13/2004 $14,471
 
Promotional Merchandise 06/01/2005 $9,930
 
Promotional Merchandise 03/03/2005 $8,651
 
Name and Address
(A)
Union House

26976 Felton Ave.
Wyoming
MN
55092
Type or Classification
(B)
Promotions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,312
Total Non-Itemized Transactions $4,489
Total of All Transactions $9,801
Promotional Merchandise 08/30/2004 $5,312
 
Name and Address
(A)
The Frank Doolittle Co.

1310 Mercer St., #210
Seattle
WA
98109
Type or Classification
(B)
Promotions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $13,133
Total Non-Itemized Transactions $4,508
Total of All Transactions $17,641
Promotional Merchandise 11/23/2004 $13,133
 
Name and Address
(A)
Tschiba Printing

1410 Energy Park Dr., #16
St. Paul
MN
55108
Type or Classification
(B)
Promotions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $8,703
Total Non-Itemized Transactions  
Total of All Transactions $8,703
Promotional Merchandise 11/02/2004 $8,703
 
Name and Address
(A)
R & M Industries

8247 - 89th St. N.
Mahtomedi
MN
55115
Type or Classification
(B)
Promotions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,359
Total Non-Itemized Transactions $4,568
Total of All Transactions $9,927
Promotional Merchandise 11/23/2004 $5,359
 
Name and Address
(A)
Anderson Agency
16527

Minneapolis
MN
55416
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $12,619
Total of All Transactions $12,619
Name and Address
(A)
Union Insurance Group

2125 West Rose St.
Chicago
IL
60618
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $62,929
Total Non-Itemized Transactions $1,582
Total of All Transactions $64,511
Casualty Insurance 05/06/2005 $62,929
 
Name and Address
(A)
The Hartford




 
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $17,455
Total Non-Itemized Transactions  
Total of All Transactions $17,455
Workers Comp Insurance 06/01/2005 $17,455
 
Name and Address
(A)
Internet Exposure

11 NE 4th St.
Minneapolis
MN
55413
Type or Classification
(B)
Computer expense
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $9,917
Total of All Transactions $9,917
Name and Address
(A)
W. Pitt Rolfe Co.

5601 W. Lake St.
St. Louis Park
MN
55416
Type or Classification
(B)
Professional services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $9,738
Total Non-Itemized Transactions  
Total of All Transactions $9,738
Auditing and accounting 06/30/2005 $9,738
 
Name and Address
(A)
Miller O'Brien

120 S. 6th St., #2400
Minneapolis
MN
55402
Type or Classification
(B)
Professional services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,926
Total Non-Itemized Transactions $4,833
Total of All Transactions $10,759
Legal Fees 09/16/2004 $5,926
 
Name and Address
(A)
Whiting Hagg & Hagg LLP

601 West Blvd.
Rapid City
SD
57709
Type or Classification
(B)
Professional Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $9,240
Total of All Transactions $9,240
Name and Address
(A)
Bertelson Office Plus

5612 Olson Memorial Hwy.
Minneapolis
MN
55422
Type or Classification
(B)
Office Supply
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,220
Total of All Transactions $6,220
Name and Address
(A)
Richard G. Brown

568 Court Road
Onalaska
WI
54650
Type or Classification
(B)
Negotiating
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $18,234
Total of All Transactions $18,234
Name and Address
(A)
US Postal Service


Minneapolis
MN
 
Type or Classification
(B)
Postal
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $51,827
Total of All Transactions $51,827
Name and Address
(A)
Koala-T Mailing Service, Inc.

1803 Buerkle Rd. #101
White Bear Lake
MN
55110
Type or Classification
(B)
Mailing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,046
Total Non-Itemized Transactions  
Total of All Transactions $5,046
Mailing Ballots 08/25/2004 $5,046
 
Name and Address
(A)
Cooperative Printing, Inc.
9438

Minneapolis
MN
55440
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $4,560
Total of All Transactions $4,560
Name and Address
(A)
PBCC
856460

Louisville
KY
40285
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $5,286
Total of All Transactions $5,286
Name and Address
(A)
Qwest
173821

Denver
CO
80217
Type or Classification
(B)
Telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $12,307
Total of All Transactions $12,307
Name and Address
(A)
Eschelon Telcom, Inc.

36397 Treasury Center
Chicago
IL
60694
Type or Classification
(B)
Telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,997
Total of All Transactions $6,997
Name and Address
(A)
Nextel Communications
4181

Carol Stream
IL
60197
Type or Classification
(B)
Telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $19,124
Total of All Transactions $19,124
Name and Address
(A)
Cooperative Printing, Incf.
9438

Minneapolis
MN
55440
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $33,655
Total Non-Itemized Transactions $33,167
Total of All Transactions $66,822
Newsletters 08/19/2004 $8,627
 
Newsletters 10/06/2004 $8,128
 
Newsletters 12/22/2004 $8,060
 
Newsletters 05/03/2005 $8,840
 
Form LM-2 (Revised 2003)

 
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 004-588

 
Name and Address
(A)
Nolan McGregor
Thompson & Leighton

St. Paul
MN
 
Type or Classification
(B)
Political expense
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $120,000
Total Non-Itemized Transactions  
Total of All Transactions $120,000
Coordination & lobbyist 07/07/2004 $10,000
Coordination & lobbyist 07/29/2004 $10,000
Coordination & lobbyist 09/07/2004 $10,000
Coordination & lobbyist 09/29/2004 $10,000
Coordination & lobbyist 11/03/2004 $10,000
Coordination & lobbyist 11/23/2004 $10,000
Coordination & lobbyist 01/06/2005 $10,000
Coordination & lobbyist 01/28/2005 $10,000
Coordination & lobbyist 02/22/2005 $10,000
Coordination & lobbyist 03/23/2005 $10,000
Coordination & lobbyist 04/26/2005 $10,000
Coordination & Lobbyist 05/26/2005 $10,000
Name and Address
(A)
Local 49 Cope Fund




 
Type or Classification
(B)
Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $25,000
Total Non-Itemized Transactions  
Total of All Transactions $25,000
Fund Transfer 09/21/2004 $25,000
Name and Address
(A)
Cooperative Printing, Inc.
9438

Minneapolis
MN
55440
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $9,905
Total Non-Itemized Transactions  
Total of All Transactions $9,905
Newsletter 10/15/2004 $9,905
Form LM-2 (Revised 2003)

 
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 004-588

 
Name and Address
(A)
MN Building & Construction
Trade Task Force

Minneapolis
MN
 
Type or Classification
(B)
Industry promotion
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,000
Total Non-Itemized Transactions $31,898
Total of All Transactions $36,898
Donation 12/30/2004 $5,000
Form LM-2 (Revised 2003)

 
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 004-588

 
Name and Address
(A)
W. Pitt Rolfe Co.

5601 W. Lake Street
St. Louis Park
MN
55416
Type or Classification
(B)
Professional Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $7,860
Total Non-Itemized Transactions  
Total of All Transactions $7,860
Accounting and auditing 02/08/2005 $7,860
Name and Address
(A)
Twin City Hoisting and Portable
Engineering Assoc., Inc.
2829 Anthony Lane S.
Minneapolis
MN
55418
Type or Classification
(B)
Office rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $8,150
Total of All Transactions $8,150
Form LM-2 (Revised 2003)

 
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 004-588

 
Name and Address
(A)
Twin City Hoisting & Portable
Engineers Assoc, Inc.
2829 Anthony Lane S.
Minneapolis
MN
55418
Type or Classification
(B)
Office rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $73,350
Total Non-Itemized Transactions  
Total of All Transactions $73,350
Office rent 07/07/2004 $6,075
Office rent 08/06/2004 $6,075
Office rent 09/07/2004 $6,075
Office rent 09/28/2004 $6,075
Office rent 11/03/2004 $6,075
Office rent 12/03/2004 $6,075
Office rent 01/31/2005 $6,075
Office rent 02/10/2005 $6,075
Office rent 03/23/2005 $6,075
Office rent 04/28/2005 $6,075
Office rent 05/13/2005 $6,300
Orrice rent 05/31/2005 $6,300
Name and Address
(A)
Prom Catering

484 Inwood Ave.
Oakdale
MN
55128
Type or Classification
(B)
Dinner and meetings
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $15,997
Total Non-Itemized Transactions $1,363
Total of All Transactions $17,360
25 yr dinner 05/16/2005 $15,997
Name and Address
(A)
Advertising Incentives

4134 Trail Ridge Lane
Minnetonka
MN
55345
Type or Classification
(B)
Promotions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $19,544
Total of All Transactions $19,544
Name and Address
(A)
Union Insurance Group

2125 West Rosgoe St.
Chicago
IL
60618
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $13,207
Total Non-Itemized Transactions $332
Total of All Transactions $13,539
Casualty Insurance 05/06/2005 $13,207
Name and Address
(A)
W. Pitt Rolfe Co.

5601 W. Lake Street
St. Louis Park
MN
55416
Type or Classification
(B)
Professional Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $31,438
Total Non-Itemized Transactions $6,922
Total of All Transactions $38,360
Accounting & Advertising 02/08/2005 $31,438
Name and Address
(A)
Williams & Iverson

1611 W. Cty. Rd. B, #208
Roseville
MN
55113
Type or Classification
(B)
Professional services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $7,000
Total of All Transactions $7,000
Name and Address
(A)
Miller O'Brien

120 S. 6th St., #2400
Minneapolis
MN
55402
Type or Classification
(B)
Professional services.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $5,944
Total of All Transactions $5,944
Name and Address
(A)
Thomson West
6292

Carol Stream
IL
60187
Type or Classification
(B)
Professional services.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $7,278
Total of All Transactions $7,278
Name and Address
(A)
The Frank Doolittle Co.

1310 Mercer St., #210
Seattle
WA
98109
Type or Classification
(B)
Sale merchandise
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $17,503
Total Non-Itemized Transactions  
Total of All Transactions $17,503
Sale merchandise 11/01/2004 $11,867
Sale merchandise 02/28/2005 $5,636
Name and Address
(A)
Union House

26976 Felton Ave.
Wyoming
MN
55092
Type or Classification
(B)
Sale Merchandise
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $20,493
Total Non-Itemized Transactions $18,471
Total of All Transactions $38,964
Sale Merchandise 07/07/2004 $13,443
Sale Merchandise 05/23/2005 $7,050
Name and Address
(A)
Advertising Incentives

4134 Trail Ridge Lane
Minnetonka
MN
55345
Type or Classification
(B)
Sale Merchandise
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $21,563
Total Non-Itemized Transactions $6,115
Total of All Transactions $27,678
Sale Merchandise 04/12/2005 $6,725
Sale Merchandise 04/14/2005 $5,943
Sale Merchandise 05/11/2005 $8,895
Name and Address
(A)
Prom Catering

484 Inwood Ave.
Oakdale
MN
55128
Type or Classification
(B)
Entertainment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $10,982
Total Non-Itemized Transactions  
Total of All Transactions $10,982
Holiday Party 12/20/2004 $10,982
Name and Address
(A)
Shooting Star Csino

777 Casino Rd.
Mahnomen
MN
56557
Type or Classification
(B)
Entertainment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $11,718
Total Non-Itemized Transactions  
Total of All Transactions $11,718
Holiday Party 03/15/2005 $11,718
Name and Address
(A)
Ryan Larson Pig Roast

30710 Mattson Court
Chisago City
MN
55013
Type or Classification
(B)
Entertainment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,325
Total Non-Itemized Transactions  
Total of All Transactions $5,325
Summer Picnic 06/24/2005 $5,325
Name and Address
(A)
US Postal Service


Minneapolis
MN
 
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $14,606
Total of All Transactions $14,606
Name and Address
(A)
Cooperative Printing Inc.
9438

Minneapolis
MN
55440
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $14,025
Total of All Transactions $14,025
Form LM-2 (Revised 2003)

 
SCHEDULE 20 - BENEFITS FILE NUMBER: 004-588

 
Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total Benefits $5,757,154
Hospitalization Insurance IUOE Health & Welfare $548,485
Pension Expense Central Pension Fund $834,698
Pension Expense Central Pension Fund $315,740
Steward Dues Reimbursement Union Stewards $3,870
Transfer of funds building addition Twin City Hoisting & Portable $2,202,122
Transfer of funds building operating expense Twin City Hoising & Portable E $74,637
Contractor payment - market recovery Various contractors $322,200
Refund - working dues Members $1,455,402
Form LM-2 (Revised 2003)


 
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 004-588


Question 11: 1. IUOE Local No. 49 Death Benefit Fund, 2829 Anthony Lane S., Minneapolis, MN 55418; Welfare benefit plan providing death benefits to members' beneficiaries; annual receipts of the Death Benefit Fund for Local No. 49 members totaled $203,904. 2. IUOE Local No. 40 Good Standing Fund, 2829 Anthony Lane S., Minneapolis, MN 55418; Welfare benefit plan providing dues payments to members in good standing unable to work due to illness or injury; annual receipts of the Good Standing Fund for Local No. 49 members totaled $25,838. 3. Twin City Hoisting and Portable Engineers Association, Inc. 2829 Anthony Lane s., Minneapolis, MN 55418; Building corporation whose purpose is to own the real property used by the Local Union No. 49 for offices and meeting rooms; IUOE Local No. 49 disburses building operating expenses for Twin City Hoisting and is then reimbursed for expenditures monthly. Reimbursements are reported in schedule 14 other receipts. Building operating expenditures are reported in benefits, schedule 20. Benefits also include building addition costs totally $2,202,122, which were transferred to Twin City Hoisting.

Question 11: The Local Union No. 49 is associated with the IUOE Local No. 49 Political Fund, which is required to report regularly to the State of Minnesota Ethical Practices Board. All PAC funds are separate from and independent of local union funds.

Question 12: The books and records of the Local Union No. 49 for the fiscal year ended June 30, 2005 have been audited by an independent accounting and auditing firm, the W. Pitt Rolfe Company of St. Louis Park, Minnesota.

Question 15: The Local Union No. 49 regularly trades in its used automobiles when purchasing new autos. During the fiscal year, 23 autos were traded on new vehicles. Total cost of the autos traded: $429,991. Accumulated depreciation on the autos traded: $285,102. Book value of autos traded: $144,889. Trade allowances on autos traded: $138,345. The officers and business agents (employees) reimburse Local Union No. 49 a total of $1,000 each annually for personal use of automobiles. Reimbursements for the year total $37,844.

Schedule 13 : Oilers. All members pay full dues.

Schedule 13 : Journeyman. All members pay full dues.

Schedule 13 : Shop. All members pay full dues.

Schedule 13 : Public Works. All members pay full dues.

Schedule 13 : Apprentices. All members pay full dues.
 
 
Form LM-2 (Revised 2003)