LM2 Operating Engineers local 70  LMS# 516-492 (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
516-492
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
70
 
7. UNIT NAME (if any)

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

 
Number and Street
2417 LARPENTEUR AVE W
City
ST PAUL
State
MN		 ZIP Code + 4
55113


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: Richard Lally PRESIDENT 27. SIGNED: Gary Sycks TREASURER
Date: Sep 26, 2005 Contact Info:   Date: Sep 26, 2005 Contact Info:  
Form LM-2 (Revised 2003)

 
ITEMS 10 THROUGH 21 FILE NUMBER: 516-492
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? No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative? No
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? $200,000
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? 8/2006
20. How many members did the labor organization have at the end of the reporting period? 5,173
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 2Xhrly rate to nearest $.50 + $2.25 per month $15.25  
(b) Working Dues/Fees n/a per      
(c) Initiation Fees 70-$75; 70A-$30; 70B-$15 per once    
(d) Transfer Fees n/a per      
(e) Work Permits n/a per      

 
Form LM-2 (Revised 2003)

 
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 516-492

 
ASSETS
 
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash   $524,097 $636,576
23. Accounts Receivable 1 $0 $0
24. Loans Receivable 2 $0 $0
25. U.S. Treasury Securities   $0 $0
26. Investments 5 $215,218 $242,448
27. Fixed Assets 6 $268,765 $281,491
28. Other Assets 7 $0 $0
29. TOTAL ASSETS   $1,008,080 $1,160,515

 
LIABILITIES
 
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable 8 $0 $0
31. Loans Payable 9 $0 $0
32. Mortgages Payable   $0 $0
33. Other Liabilities 10 $1,135 $401
34. TOTAL LIABILITIES   $1,135 $401
   
35. NET ASSETS $1,006,945 $1,160,114
Form LM-2 (Revised 2003)

 
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 516-492

 
CASH RECEIPTS SCH AMOUNT
36. Dues and Agency Fees   $1,781,869
37. Per Capita Tax   $0
38. Fees, Fines, Assessments, Work Permits   $174,898
39. Sale of Supplies   $524
40. Interest   $5,017
41. Dividends   $16,565
42. Rents   $0
43. Sale of Investments and Fixed Assets 3 $442,184
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 $28,103
49. TOTAL RECEIPTS   $2,449,160
CASH DISBURSEMENTS SCH AMOUNT
50. Representational Activities 15 $662,108
51. Political Activities and Lobbying 16 $0
52. Contributions, Gifts, and Grants 17 $7,947
53. General Overhead 18 $45,514
54. Union Administration 19 $230,008
55. Benefits 20 $328,850
56. Per Capita Tax   $531,885
57. Strike Benefits   $0
58. Fees, Fines, Assessments, etc.   $0
59. Supplies for Resale   $2,306
60. Purchase of Investments and Fixed Assets 4 $474,549
61. Loans Made 2 $0
62. Repayment of Loans Obtained 9 $0
63. To Affiliates of Funds Collected on Their Behalf   $0
64. On Behalf of Individual Members   $0
65. Direct Taxes   $53,915
  
66. Subtotal   $2,337,082
67. Withholding Taxes and Payroll Deductions    
  67a. Total Withheld $121,651    
  67b. Less Total Disbursed $121,250    
  67c. Total Withheld But Not Disbursed   $401
68. TOTAL DISBURSEMENTS   $2,336,681
Form LM-2 (Revised 2003)

 
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 516-492

 
There was no data found for this schedule.

 
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 516-492

 
There was no data found for this schedule.

 
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 516-492

 
Description (if land or buildings give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines $447,319 $447,319 $442,184 $442,184
Northwest Airlines, Inc. $40,247 $40,247 $41,187 $41,187
Otelco Inc. IDS $70,818 $70,818 $66,941 $66,941
Pimco High Income Fund $166,904 $166,904 $165,595 $165,595
Pimco Corporate Opportunity FD $75,314 $75,314 $72,590 $72,590
Volume Services America Holding $94,036 $94,036 $95,871 $95,871
  14. Less Reinvestments $0
(Net Sales total will automatically entered in Item 43) 15. Net Sales $442,184
Form LM-2 (Revised 2003)

 
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 516-492

 
Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines $474,549 $474,549 $474,549
Northwest Airlines, Inc. $40,247 $40,247 $40,247
Otelco Inc. IDS $70,818 $70,818 $70,818
Pimco High Income Fund $107,434 $107,434 $107,434
Volume Services America Holding $115,880 $115,880 $115,880
Centerplate Inc. Income $90,861 $90,861 $90,861
Eaton Vance Ltd. Income $49,309 $49,309 $49,309
  14. Less Reinvestments $0
(Net Purchases total will automatically entered in Item 60) 15. Net Purchases $474,549
Form LM-2 (Revised 2003)

 
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 516-492

 
Description
(A) 		Amount
(B)
Marketable Securities  
1. Total Cost $0
2. Total Book Value $242,448
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.   
  • Centerplate Inc. Income
$90,861
  • Eaton Vance Ltd. Income Fund
$49,309
  • Pimco High Income Fund
$31,168
  • Volume Services America Holding
$71,110
Other Investments  
4. Total Cost  
5. Total Book Value  
6. List each other investment which has a book value over $5000, of Line 5.  Also list each Trust which is an investment.   
 
7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $242,448
Form LM-2 (Revised 2003)

 
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 516-492

 
Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
1. none $0   $0 $0
3. 2417 Larpenteur Avenue West Saint Paul, Minnesota $195,000 $0 $195,000 $195,000
5. Automobiles and Other Vehicles $0 $0 $0 $0
6. Office Furniture and Equipment $86,491 $0 $86,491 $86,491
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)) $281,491 $0 $281,491 $281,491
Form LM-2 (Revised 2003)

 
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 516-492

 
There was no data found for this schedule.

 
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 516-492

 
There was no data found for this schedule.

 
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 516-492

 
There was no data found for this schedule.

 
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 516-492

 
Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $401
Social Security withholding/payable $64
MN State tax withholding/payable $337
Form LM-2 (Revised 2003)

 
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 516-492

 
  (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 		Richard   M   Lally
Bus Mgr/Fin Secy
C		 $74,274 $10,500 $2,232 $0 $87,006
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		50 %
A
B
C 		Ernest   L   Lund
Pres/Bus Rep
C		 $51,583 $6,900 $313 $0 $58,796
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		James   L   Bratton
VP/Auditor
C		 $600 $350 $0 $0 $950
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Sandra     Bremer
Rec Secy/Auditor
C		 $1,500 $1,125 $0 $0 $2,625
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Gary   W   Sycks
Treas/Training Dir
C		 $8,700 $275 $0 $0 $8,975
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Joel   D   Bazey
Asst to the Bus Mgr/ExBd
C		 $56,203 $7,450 $0 $0 $63,653
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Stephen     Wallisch
ExBd/Office Cleaner
C		 $5,200 $125 $0 $0 $5,325
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		50 %
A
B
C 		Mike     Trost
ExBd
C		 $0 $225 $0 $0 $225
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Helene     Rehm
ExBd
C		 $0 $75 $0 $0 $75
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Mike     Root
ExBd
C		 $0 $125 $0 $0 $125
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Mickey     Dowdle
ExBd
C		 $0 $175 $0 $0 $175
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Kenneth     Wieken
ExBd
C		 $0 $125 $0 $0 $125
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Terry     Wasiluk
ExBd
C		 $0 $275 $0 $0 $275
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Darwin     Fure
Auditor
C		 $0 $0 $100 $0 $100
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
Total Officer Disbursements $198,060 $27,725 $2,645 $0 $228,430
Less Deductions         $52,972
Net Disbursements         $175,458
Form LM-2 (Revised 2003)

 
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 516-492

 
  (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 		Sheldon     Christopherson
Bus Rep
C		 $52,975 $7,050 $2,056 $0 $62,081
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Cynthia   R   Evans
Bus Rep
C		 $49,890 $7,050 $222 $0 $57,162
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		David   B   Monsour
Bus Rep
C		 $50,083 $6,600 $3,791 $0 $60,474
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Jannell   Y   Nelson
Bus Rep
C		 $50,083 $6,600 $1,068 $0 $57,751
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Bruce     Yernberg
Bus Rep
C		 $50,083 $8,100 $1,326 $0 $59,509
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Marianne   L   Yernberg
Bus Rep
C		 $50,083 $7,800 $0 $0 $57,883
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Lisa   A   DeMarre
Office Coordinator
C		 $49,570 $300 $0 $0 $49,870
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		50 %
A
B
C 		Betty   D   Weis
Adm Secretary
C		 $36,394 $0 $0 $0 $36,394
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Jill   M   Wolfard
Adm Secretary
C		 $36,605 $0 $0 $0 $36,605
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Anne   E   Theurer
Organizer
P		 $4,665 $0 $0 $0 $4,665
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		25 %
A
B
C 		Jessica   C   Weis
Office Helper
P		 $103 $0 $0 $0 $103
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Jacob   A   Dahn
Office Helper
N		 $340 $0 $0 $0 $340
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000 $0 $0 $0 $0 $0
I Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
Total Employee Disbursements $430,874 $43,500 $8,463 $0 $482,837
Less Deductions         $122,594
Net Disbursements         $360,243
Form LM-2 (Revised 2003)

 
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 516-492

 
Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members 5,173  
Agency Fee Payers* 0  
Total Members/Fee Payers 5,173  
*Agency Fee Payers are not considered members of the labor organization.
Active Member 4,510 Yes
Fair Share Associate 662 No
Core Member 1 No
Form LM-2 (Revised 2003)

 
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 516-492

 
SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts $9,514
2. Named Payer Non-itemized Receipts $0
3. All Other Receipts $18,589
4. Total Receipts $28,103
     
     
 
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $0
4. To Employees $0
5. All Other Disbursements $7,947
6. Total Disbursements $7,947
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements $117,180
2. Named Payee Non-itemized Disbursements $18,671
3. To Officers $144,734
4. To Employees $349,330
5. All Other Disbursements $32,193
6. Total Disbursements $662,108
 
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements $6,258
2. Named Payee Non-itemized Disbursements $82
3. To Officers $0
4. To Employees $0
5. All Other Disbursements $39,174
6. Total Disbursements $45,514
     
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $0
4. To Employees $0
5. All Other Disbursements $0
6. Total Disbursement $0
 
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $83,697
4. To Employees $133,510
5. All Other Disbursements $12,801
6. Total Disbursements $230,008
Form LM-2 (Revised 2003)

 
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 516-492

 
Name and Address
(A)
Union Office Solutions, Inc.
348
210 Airport Road
Viroqua
WI
54665
Type or Classification
(B)
office supply / equipment company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $9,514
Total Non-Itemized Transactions $0
Total of All Transactions $9,514
Reimb for payoff of copy machine lease 09/30/2004 $9,514
Form LM-2 (Revised 2003)

 
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 516-492

 
Name and Address
(A)
Miller O'Brien

120 South 6th Street #2400
Minneapolis
MN
55402
Type or Classification
(B)
law firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $69,499
Total Non-Itemized Transactions $11,432
Total of All Transactions $80,931
representation legal fees 07/27/2004 $6,924
 
" " 10/19/2004 $12,053
 
" " 11/17/2004 $11,234
 
" " 12/27/2004 $6,620
 
" " 02/03/2005 $13,708
 
" " 02/24/2005 $10,769
 
" " 04/05/2005 $8,191
 
Name and Address
(A)
AT&T
2969

Omaha
NE
68103
Type or Classification
(B)
long distance/telephone communication company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $9,011
Total Non-Itemized Transactions $0
Total of All Transactions $9,011
monthly long distance/internet charges 7/1/2004 $9,011
 
Name and Address
(A)
Tschida Printing

1410 Energy Park Drive #16
Saint Paul
MN
55108
Type or Classification
(B)
printing company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,707
Total Non-Itemized Transactions $5,076
Total of All Transactions $10,783
printing members' monthly newsletter 07/01/2004 $5,707
 
Name and Address
(A)
Ikon Financial Services
650016

Dallas
TX
75265
Type or Classification
(B)
copy machine lease company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $9,514
Total Non-Itemized Transactions $2,163
Total of All Transactions $11,677
payoff copy machine lease 08/25/2004 $9,514
 
Name and Address
(A)
United Leasing Associates of America
1170

Milwaukee
WI
53201
Type or Classification
(B)
copy machine lease company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $6,700
Total Non-Itemized Transactions $0
Total of All Transactions $6,700
monthly lease for new copy machine 10/13/2004 $6,700
 
Name and Address
(A)
Purchase Power
856042

Louisville
KY
40285
Type or Classification
(B)
postage meter credit company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $16,749
Total Non-Itemized Transactions $0
Total of All Transactions $16,749
replenish postage fees on postage meter 7/1/2004 $16,749
 
Form LM-2 (Revised 2003)

 
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 516-492

 
There was no data found for this schedule.

 
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 516-492

 
There was no data found for this schedule.

 
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 516-492

 
Name and Address
(A)
Coregis Insurance Company
31004

Tampa
FL
33631
Type or Classification
(B)
workers' compensation insurance company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $6,258
Total Non-Itemized Transactions $82
Total of All Transactions $6,340
annual workers' comp insurance premium 02/10/2005 $6,258
Form LM-2 (Revised 2003)

 
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 516-492

 
There was no data found for this schedule.

 
SCHEDULE 20 - BENEFITS FILE NUMBER: 516-492

 
Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total Benefits $328,850
pension Central Pension Fund of the IU $67,695
pension General Pension Plan of the IU $47,371
health/dental/life/LTD premiums Local 877 Health & Welfare Fun $193,853
employee auto insurance State Farm Insurance Company $3,913
employee auto insurance Illinois Farmers Insurance Com $3,347
employee auto insurance American Family Insurance Comp $2,282
employee auto insurance The Auto Club Group $712
employee auto insurance Liberty Mutual Insurance Compa $1,037
Employee Assistance Program TEAM, Inc. $8,640
Form LM-2 (Revised 2003)


 
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 516-492
Title: 70. The Business Manager is the chief executive officer of the Union, not the President.

Schedule 13 : Active members are those union bargaining unit members who have chosen to pay full dues. Active members have voting rights.

Schedule 13 : Fair Share Associates are those union bargaining unit members employed in the Public Sector who, based on state law, pay 85% of the full dues/month and have no voting rights.

Schedule 13 : Core members are those union bargaining unit members employed in the Private Sector who, based on their collective bargaining agreement, are required to pay 97% of the full dues/month and have no voting rights.

Question 15: Local 70 received from the International Union of Operating Engineers in Washington DC an Indoor Air Quality Kit for use in the Local's education/training program. The Kit was entered on the Local's books in April 2005 and is valued at $500.

Question 11: Local 877/70 Health and Welfare Trust Fund provides medical and dental benefits. The Administrator's office is located at: 89 Access Road, Unit 4, Norwood, MA 02062. EIN 042624972 and Plan #501. Sch 11: Ernest Lund holds positions of President, Business Representative, as well as Trustee all positions being held July 1, 2004 through June 30, 2005. James Bratton holds positions of Vice President and Auditor and has held these positions July 1, 2004 through June 30, 2005. Sandra Bremer holds positions of Recording Corresponding Secretary and Auditor and has held these positions July 1, 2004 through June 30, 2005. Joel Bazey holds the position of Assistant to the Business Manager as well as an at large Executive Board member and has held these positions July 1, 2004 through June 30, 2005. Stephen Wallisch holds the position of Office Cleaner and is also an at large Executive Board member and has held these positions July 1, 2004 through June 30, 2005.

Schedule 13 : Already explained in Additional Information.

Schedule 13 : Already explained in Additional Information.
 
 
Form LM-2 (Revised 2003)