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: 08-31-2016
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
000-101
2. PERIOD COVERED
From01/01/2013
Through12/31/2013
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
LOCOMOTIVE ENGINEERS, IBT
5. DESIGNATION (Local, Lodge, etc.)
NATIONAL HEADQUARTERS
6. DESIGNATION NBR

7. UNIT NAME (if any)

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

Number and Street
1370 ONTARIO STREET MEZZ
City
CLEVELAND
State
OH
ZIP Code + 4
440171702


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:Dennis R PiercePRESIDENT71. SIGNED:William C WalpertTREASURER
Date:Mar 28, 2014Telephone Number:216-242-2630Date:Mar 28, 2014Telephone Number:216-241-2630
Form LM-2 (Revised 2010)
ITEMS 10 THROUGH 21 FILE NUMBER: 000-101
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.)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?$3,000,000
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?12/2014
20. How many members did the labor organization have at the end of the reporting period?52,311
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees42perMonth2242
(b) Working Dues/Fees0pernone00
(c) Initiation Fees0pernone00
(d) Transfer Fees0pernone00
(e) Work Permits0pernone00

Form LM-2 (Revised 2010)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 000-101

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $5,717,353$10,063,053
23. Accounts Receivable1$756,644$675,291
24. Loans Receivable2$534,233$0
25. U.S. Treasury Securities $0$0
26. Investments5$6,067,432$4,310,139
27. Fixed Assets6$0$0
28. Other Assets7$1,000$1,000
29. TOTAL ASSETS $13,076,662$15,049,483

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$446,441$661,121
31. Loans Payable9$1,186,888$0
32. Mortgages Payable $0$0
33. Other Liabilities10$3,455,293$3,736,396
34. TOTAL LIABILITIES $5,088,622$4,397,517
35. NET ASSETS$7,988,040$10,651,966
Form LM-2 (Revised 2010)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 000-101

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $13,832,613
38. Fees, Fines, Assessments, Work Permits $1,370,290
39. Sale of Supplies $7,168
40. Interest $10,912
41. Dividends $176,908
42. Rents $0
43. Sale of Investments and Fixed Assets3$3,857,486
44. Loans Obtained9$0
45. Repayments of Loans Made2$460,899
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $2,926,347
48. Other Receipts14$6,255,329
49. TOTAL RECEIPTS $28,897,952
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,514,365
51. Political Activities and Lobbying16$543,528
52. Contributions, Gifts, and Grants17$13,215
53. General Overhead18$2,513,902
54. Union Administration19$3,716,143
55. Benefits20$3,549,884
56. Per Capita Tax $5,674,045
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $5,213
59. Supplies for Resale $55,334
60. Purchase of Investments and Fixed Assets4$1,089,396
61. Loans Made2$0
62. Repayment of Loans Obtained9$1,186,888
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $2,864,379
65. Direct Taxes $826,960
  
66. Subtotal $24,553,252
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,545,107  
  67b. Less Total Disbursed$1,544,107  
  67c. Total Withheld But Not Disbursed $1,000
68. TOTAL DISBURSEMENTS $24,552,252
Form LM-2 (Revised 2010)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 000-101

Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$675,291$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $675,291$0$0$0
Form LM-2 (Revised 2010)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 000-101

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$534,233$0$460,899$73,334$0
Totals will be automatically entered in... Item 24
Column (A)
Item 61Item 45 Item 69
with Explanation
Item 24
Column (B)
Name: Bunch,??Kimberly??(employee)
Purpose: Payroll??advance
Security: Unpaid??wages
Terms of Repayment: Payroll??deduction
$900$0$900$0$0
Name: BLE??Building??Association??(BA)
Purpose: Tenant??improvements
Security: BA??assets
Terms of Repayment: Pymts??120??mo.,??interest??prime
$533,333$0$459,999$73,334$0
Form LM-2 (Revised 2010)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 000-101

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$5,334,726$5,332,226$6,435,014$6,435,014
Equities$2,893,130$2,893,130$3,856,392$3,856,392
Mutual funds$2,439,096$2,439,096$2,577,528$2,577,528
Mortgage backed securities$0$0$94$94
Equipment$2,500$0$1,000$1,000
Less Reinvestments$2,577,528
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$3,857,486
Form LM-2 (Revised 2010)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 000-101

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$3,666,924$3,623,459$3,666,924
Equities$873,016$873,016$873,016
Mutual funds$2,750,443$2,750,443$2,750,443
Furniture and equipment$10,884$0$10,884
Computer equipment$32,581$0$32,581
 Less Reinvestments$2,577,528
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,089,396
Form LM-2 (Revised 2010)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 000-101

Description
(A)
Amount
(B)
Marketable Securities 
A. Total Cost$3,277,761
B. Total Book Value$3,277,761
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • IShares Core S&P 500 ETF
$224,667
  • JP Morgan US Equity Fund
$468,322
  • Class I Victory Diversified Stock Fund
$373,178
  • IShares Core Total US Bond Market ETF
$815,165
  • Calmos Convertible Mutual Fund
$682,601
Other Investments 
D. Total Cost$1,032,378
E. Total Book Value$1,032,378
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.  
  • BLET Building Association
$1,032,378
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $4,310,139
Form LM-2 (Revised 2010)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 000-101

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)$0$0$0$0
C. Automobiles and Other Vehicles$67,124$67,124$0$7,061
D. Office Furniture and Equipment$798,780$798,780$0$52,819
E. Other Fixed Assets$344,849$344,849$0$51,928
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,210,753$1,210,753$0$111,808
Form LM-2 (Revised 2010)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 000-101

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $1,000
Deposit - Workman's Compensation$1,000
Form LM-2 (Revised 2010)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 000-101

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$661,121$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $661,121$0$0$0
Form LM-2 (Revised 2010)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 000-101

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$1,186,888$0$1,186,888$0$0
Totals will be automatically entered in... Item 31
Column (C)
Item 44Item 62 Item 69
with Explanation
Item 31
Column (D)
Teamsters Canada Rail Conference$733,557$0$733,557$0$0
Key Bank Loan$453,331$0$453,331$0$0
Form LM-2 (Revised 2010)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 000-101

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $3,736,396
Health Insurance Liability$16,837
Disability Insurance Trust Liability$7,061
Due to PAC Fund$51,672
BLET Memorial Fund$3,926
Dues Objector Liability$25,770
BLET Strike and Mobilization Fund$9,089
BLET Convention Fund$3,480,256
Cafeteria Plan $14,717
Non-exclusive Education & Training Fund$127,068
Form LM-2 (Revised 2010)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 000-101

(A)
Name
(B)
Title
(C)
Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Pierce ,  Dennis   R
President
C
$205,882$11,088$28,140$0$245,110
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
30 %
A
B
C
Pruitt ,  Edgar   L
First Vice President
C
$167,962$11,088$24,978$0$204,028
I
Schedule 15
Representational Activities
24 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
76 %
A
B
C
Walpert ,  William   C
Nat'l Secretary Treasurer
C
$167,962$11,088$19,137$0$198,187
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
64 % Schedule 19
Administration
35 %
A
B
C
Tolman ,  John   P
Vice President
C
$156,506$11,088$36,993$0$204,587
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
90 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
10 %
A
B
C
Ruef ,  Marcus   J
Vice President
C
$156,586$11,088$26,328$0$194,002
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
Twombly ,  Michael   D
Vice President
C
$156,586$11,088$29,255$0$196,929
I
Schedule 15
Representational Activities
87 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
13 %
A
B
C
Knight ,  Willard   E
Vice President
P
$84,326$3,994$8,001$0$96,321
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
Gore ,  Gilber   L
Vice President
C
$156,586$11,088$25,433$0$193,107
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
Bruno ,  Stephen   J
Vice President
C
$156,586$11,088$24,416$0$192,090
I
Schedule 15
Representational Activities
72 % Schedule 16
Political Activities and Lobbying
8 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
20 %
A
B
C
Davis ,  Cole   W
Vice President
C
$156,586$11,088$32,875$0$200,549
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
Priester ,  Michael   D
Vice President
C
$156,586$11,088$27,978$0$195,652
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
10 %
A
B
C
Gibbons ,  Richard   C
Vice President
N
$78,159$6,468$17,526$0$102,153
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 %
Total Officer Disbursements$1,800,313$121,342$301,060$0$2,222,715
Less Deductions    $579,587
Net Disbursements    $1,643,128
Form LM-2 (Revised 2010)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 000-101

(A)
Name
(B)
Title
(C)
Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Bentley, Jr. ,  John   V
Dir Public Relations Dept
None
$68,993$0$3,250$0$72,243
I
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
Blackford ,  Barbara   A
Records Auditor
None
$40,724$0$0$0$40,724
I
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
Bradford ,  James   E
Special Representative
None
$76,675$0$7,179$0$83,854
I
Schedule 15
Representational Activities
15 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
85 %
A
B
C
Broka ,  Jeremy  
Supply Clerk
None
$44,259$0$337$0$44,596
I
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
Bunch ,  Kimberly  
Gov't Relation Specialist
None
$49,623$0$0$0$49,623
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
75 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
25 % Schedule 19
Administration
0 %
A
B
C
Carbeck ,  Sherry  
Exec Asst to Nat'l Pres
None
$60,339$0$360$0$60,699
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
99 % Schedule 19
Administration
1 %
A
B
C
Charvat ,  Justine   R
Executive Asst. to N.S.T.
None
$54,714$0$322$0$55,036
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
3 % Schedule 19
Administration
97 %
A
B
C
Confer ,  Kent   N
Special Rep/Dir of Org
None
$111,168$2,600$17,698$0$131,466
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Cook III ,  Albert   D
Dir of Ben/Asst to Off Ad
None
$121,389$0$14,048$0$135,437
I
Schedule 15
Representational Activities
42 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
58 %
A
B
C
Cottom ,  Patricia   A
Associate Accountant
None
$47,362$0$0$0$47,362
I
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
Davidson ,  Douglas  
Asst Dir Arbitration Dept
None
$105,005$0$17,465$0$122,470
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
Dengler ,  Frank  
Dir Supply Dept/File Mgr
None
$70,365$0$3,326$0$73,691
I
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
Ditzel ,  David   B
Special Representative
None
$111,168$0$5,743$0$116,911
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Fink ,  John   F
Dir Bylaws Administration
None
$93,895$0$2,884$0$96,779
I
Schedule 15
Representational Activities
86 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
14 %
A
B
C
Hager ,  Michael  
Dir of IT Department
None
$67,944$0$2,784$0$70,728
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
98 % Schedule 19
Administration
2 %
A
B
C
Hoffman ,  Kelly  
Administrative Assistant
None
$30,440$0$2,290$0$32,730
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
90 % Schedule 19
Administration
0 %
A
B
C
Joyce ,  William   P
Art Director/Asst Editor
None
$57,223$0$102$0$57,325
I
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
Kennedy ,  Kimberly   A
Records Auditor
None
$41,387$0$0$0$41,387
I
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
Kroeger, Jr. ,  Ken   N
Special Representative
None
$84,760$1,517$43,143$0$129,420
I
Schedule 15
Representational Activities
11 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
88 %
A
B
C
McAllister ,  Michelle  
Receptionist
None
$38,023$0$0$0$38,023
I
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
Mead ,  Megan  
Spec Rep/BLET STD Liaison
None
$55,483$0$9,690$0$65,173
I
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
Mertz ,  Dennis  
Print Shop Manager
None
$66,946$0$0$0$66,946
I
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
Munger ,  William   J
Diversity Trainer
None
$93,956$2,600$8,058$0$104,614
I
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
Murphy-Smith ,  Patricia  
Liaison to Building Assoc
None
$43,177$0$3,600$0$46,777
I
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
Olson ,  Richard   A
Special Representative
None
$111,168$2,600$15,160$0$128,928
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Policy ,  Kathleen   N
Pol Leg Reg Coordinator
None
$80,298$0$4,481$0$84,779
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
74 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
26 %
A
B
C
Pontolillo ,  Thomas   A
Dir of Research/Asst toNP
None
$148,024$0$6,705$0$154,729
I
Schedule 15
Representational Activities
37 % Schedule 16
Political Activities and Lobbying
6 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
57 %
A
B
C
Reese ,  Elaine  
Director of TaxCompliance
None
$92,225$0$10,781$0$103,006
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
44 % Schedule 19
Administration
56 %
A
B
C
Reich ,  Mary Louise  
Director of Record Dept
None
$64,761$0$4,196$0$68,957
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
65 % Schedule 19
Administration
35 %
A
B
C
Ross ,  Gregory   E
Dir of Comm/Coor Legal Af
None
$83,980$0$3,885$0$87,865
I
Schedule 15
Representational Activities
12 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
88 %
A
B
C
Rowe ,  Kelly   N
Exec Asst to First VP
None
$48,679$0$0$0$48,679
I
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
Sadowsky ,  Tonya  
Adm Asst Arb Dept/Pres St
None
$44,423$0$0$0$44,423
I
Schedule 15
Representational Activities
60 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
20 % Schedule 19
Administration
20 %
A
B
C
Schmidt ,  Walter   J
Dir of Online Services
None
$100,714$0$11,973$0$112,687
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
84 % Schedule 19
Administration
16 %
A
B
C
Sears ,  Denise  
Staff Accountant
None
$52,983$0$0$0$52,983
I
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
Verna ,  Vincent   G
Dir. Regulartory Affairs
None
$115,545$0$8,256$0$123,801
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
90 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
10 %
A
B
C
Volpe ,  Harold  
Director of Accounting
None
$119,577$0$3,676$0$123,253
I
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
Wright ,  Jason   C
Spec Rep/Coor Ed & Train
None
$55,489$0$9,679$65,168
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
1 % Schedule 19
Administration
99 %
A
B
C
Zolata ,  Darlene  
Staff Accountant
None
$53,442$0$0$0$53,442
I
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
Fields ,  Carl   W
Temp Special Representati
None
$20,400$0$12,130$0$32,530
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Kronyak ,  Matthew   C
Temp Special Representati
None
$18,600$0$9,212$0$27,812
I
Schedule 15
Representational Activities
17 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
83 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$107,102$0$8,503$0$115,605
I Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
Total Employee Disbursements$2,952,428$9,317$250,916$0$3,212,661
Less Deductions    $916,152
Net Disbursements    $2,296,509
Form LM-2 (Revised 2010)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 000-101

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 52,311 
Agency Fee Payers*0
Total Members/Fee Payers52,311 
*Agency Fee Payers are not considered members of the labor organization.
Active27,072Yes
Less than standard773Yes
Train service1,510Yes
Non-exclusive train service2,221Yes
Active excused5,817Yes
Retired14,918No
Form LM-2 (Revised 2010)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 000-101

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$5,457,640
2. Named Payer Non-itemized Receipts$385,891
3. All Other Receipts$411,798
4. Total Receipts$6,255,329
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$8,215
6. Total Disbursements$13,215
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$412,063
2. Named Payee Non-itemized Disbursements$178,582
3. To Officers$1,390,993
4. To Employees$388,574
5. All Other Disbursements$144,153
6. Total Disbursements$2,514,365
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$562,787
2. Named Payee Non-itemized Disbursements$398,475
3. To Officers$126,840
4. To Employees$1,344,476
5. All Other Disbursements$81,324
6. Total Disbursements$2,513,902
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$5,739
2. Named Payee Non-itemized Disbursements$46,467
3. To Officers$204,445
4. To Employees$225,225
5. All Other Disbursements$61,652
6. Total Disbursement$543,528
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$1,366,796
2. Named Payee Non-itemized Disbursements$306,072
3. To Officers$500,436
4. To Employees$1,254,388
5. All Other Disbursements$288,451
6. Total Disbursements$3,716,143
Form LM-2 (Revised 2010)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 000-101

Name and Address
(A)
AFL-CIO

815 16th St. NW
Washington
DC
20006
Type or Classification
(B)
Credit card program
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$107,384
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$107,384
Royalty payment01/11/2013$6,534
Royalty payment02/14/2013$6,519
2012 Royalty bonus02/20/2013$28,816
Royalty payment03/07/2013$6,439
Royalty payment04/08/2013$6,582
Royalty payment05/01/2013$6,518
Royalty payment06/11/2013$6,608
Royalty payment07/09/2013$6,622
Royalty payment08/06/2013$6,488
Royalty payment09/09/2013$6,619
Royalty payment10/11/2013$6,688
Royalty payment12/17/2013$6,505
Royalty payment12/17/2013$6,446
Name and Address
(A)
Amtrak GCA

13120 136th Street
Anderson Island
WA
98303
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$51,597
Total of All Transactions with this Payee/Payer for This Schedule$51,597
Name and Address
(A)
BNSF - ATSF GCA

101 N. Beverly Street
Crowley
TX
76036
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$118,810
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$118,810
Health insurance benefits01/13/2013$12,190
Health insurance benefits02/28/2013$10,334
Health insurance benefits03/22/2013$9,295
Health insurance benefits04/26/2013$9,984
Health insurance benefits05/23/2013$9,919
Health insurance benefits06/11/2013$9,919
Health insurance benefits07/29/2013$8,713
Health insurance benefits08/15/2013$8,520
Health insurance benefits09/19/2013$9,984
Health insurance benefits10/16/2013$9,984
Health insurance benefits11/18/2013$9,984
Health insurance benefits12/16/2013$9,984
Name and Address
(A)
BNSF - MRL GCA

4237 Orchard Drive
Galesburg
IL
61401
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$134,761
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$134,761
Health insurance benefits01/11/2013$11,230
Health insurance benefits03/07/2013$11,230
Health insurance benefits04/08/2013$11,230
Health insurance benefits05/05/2013$11,230
Health insurance benefits05/10/2013$11,230
Health insurance benefits06/05/2013$11,230
Health insurance benefits07/05/2013$11,230
Health insurance benefits08/09/2013$11,230
Health insurance benefits09/05/2013$11,230
Health insurance benefits10/09/2013$11,230
Health insurance benefits11/04/2013$11,230
Health insurance benefits12/06/2013$11,231
Name and Address
(A)
BNSF (Frisco) GCA

8183 Highway E. Box 260
Granby
MO
64844
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,197
Total of All Transactions with this Payee/Payer for This Schedule$28,197
Name and Address
(A)
BNSF Railway

2650 Lou Menk Drive
Fort Worth
TX
76131-2830
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$100
Total of All Transactions with this Payee/Payer for This Schedule$10,100
Commemorative program ad04/10/2013$10,000
Name and Address
(A)
Brotherhood Relief & Compensation Fund

2150 Linglestown Road
Harrisburg
PA
17110
Type or Classification
(B)
Affiliate fund
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$17,250
Total of All Transactions with this Payee/Payer for This Schedule$27,250
Newsletter advertisement01/02/2013$5,000
Fall 2013 Journal/October 2013 newsletter ads10/22/2013$5,000
Name and Address
(A)
CN/Grand Trunk Western GCA

22836 N. Uldriks
Battle Creek
MI
49017
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,053
Total of All Transactions with this Payee/Payer for This Schedule$22,053
Name and Address
(A)
CN/ICR GCA
473

Spring Grove
IL
60081
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$68,187
Total Non-Itemized Transactions with this Payee/Payer$4,896
Total of All Transactions with this Payee/Payer for This Schedule$73,083
Health insurance benefits01/31/2013$6,404
Health insurance benefits02/28/2013$6,404
Health insurance benefits03/22/2013$6,403
Health insurance benefits04/26/2013$6,404
Health insurance benefits05/23/2013$6,404
Health insurance benefits06/07/2013$6,404
Health insurance benefits07/29/2013$6,404
Health insurance benefits08/16/2013$6,404
Health insurance benefits09/11/2013$5,652
Health insurance benefits10/17/2013$5,652
Health insurance benefits11/01/2013$5,652
Name and Address
(A)
CN/IWC GCA

404 4th Street
Fond Du Lac
WI
54935
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,053
Total of All Transactions with this Payee/Payer for This Schedule$22,053
Name and Address
(A)
Conrail GCA

8960 The Fairway
Clarence
NY
14031
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$44,234
Total of All Transactions with this Payee/Payer for This Schedule$44,234
Name and Address
(A)
Cornerstone Assurance Group, Inc.

5412 Route 31, Suite 5
Crystal Lake
IL
60012
Type or Classification
(B)
Insurance company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$300
Total of All Transactions with this Payee/Payer for This Schedule$6,300
Commemorative program ad04/10/2013$6,000
Name and Address
(A)
CSX - East GCA

1250 Bobwhite Trail
Chuluota
FL
32766
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,132
Total Non-Itemized Transactions with this Payee/Payer$22,110
Total of All Transactions with this Payee/Payer for This Schedule$31,242
Health insurance benefits12/26/2013$9,132
Name and Address
(A)
CSX - Northern GCA

275 5th Street, SW
Brewster
OH
44613
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$75,992
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$75,992
Health insurance benefits01/11/2013$5,793
Health insurance benefits02/20/2013$5,793
Health insurance benefits03/19/2013$5,793
Health insurance benefits05/28/2013$11,585
Health insurance benefits08/21/2013$5,793
Health insurance benefits09/23/2013$15,537
Health insurance benefits10/08/2013$8,659
Health insurance benefits11/08/2013$8,659
Health insurance benefits12/11/2013$8,380
Name and Address
(A)
CSXT - Western GCA

132 Bob Davis Road
Gray
TN
37615
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$89,359
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$89,359
Health insurance benefits01/31/2013$6,298
Health insurance benefits02/28/2013$6,294
Health insurance benefits03/22/2013$6,294
Health insurance benefits04/26/2013$6,294
Health insurance benefits05/23/2013$6,294
Health insurance benefits06/04/2013$6,294
Health insurance benefits07/29/2013$6,294
Health insurance benefits08/23/2013$7,589
Health insurance benefits09/06/2013$9,540
Health insurance benefits10/01/2013$9,540
Health insurance benefits11/05/2013$9,199
Health insurance benefits12/05/2013$9,429
Name and Address
(A)
Illinois State Legislative Board

20745 N. Stratford Lane
Nt. Vernon
IL
62864
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,823
Total of All Transactions with this Payee/Payer for This Schedule$22,823
Name and Address
(A)
International Brotherhood of Teamsters

25 Louisiana Ave, NW
Washington
DC
20001
Type or Classification
(B)
International union office
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$4,240,884
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$4,240,884
November 2012 reimbursement01/30/2013$348,201
December 2012/fidelity bonds & insur reimbursement02/20/2013$387,992
January 2013 reimbursement03/21/2013$336,580
February 2013 reimbursement05/01/2013$284,203
March 2013 reimbursement05/31/2013$298,946
April 2013 reimbursement06/17/2013$358,778
May 2013 reimbursement08/07/2013$304,589
June 2013 reimbursement09/04/2013$355,263
July 2013 reimbursement10/01/2013$570,104
August 2013 reimbursement10/22/2013$292,022
September 2013 reimbursement11/20/2013$307,639
October 2013 reimbursement12/17/2013$386,567
Commemorative program ad04/12/2013$10,000
Name and Address
(A)
NS Eastern - GCA

1433 Lancer Drive
Salem
VA
24153
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,521
Total of All Transactions with this Payee/Payer for This Schedule$13,521
Name and Address
(A)
NS Southern GCA
7126

Cynthiana
KY
41031
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$161,332
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$161,332
Health insurance benefits01/11/2013$13,904
Health insurance benefits02/20/2013$13,904
Health insurance benefits03/19/2013$13,904
Health insurance benefits04/19/2013$13,904
Health insurance benefits05/17/2013$13,904
Health insurance benefits06/11/2013$13,904
Health insurance benefits07/19/2013$13,904
Health insurance benefits08/21/2013$13,904
Health insurance benefits09/23/2013$12,066
Health insurance benefits10/25/2013$12,066
Health insurance benefits11/19/2013$12,066
Health insurance benefits12/17/2013$13,902
Name and Address
(A)
NW - Northern GCA

2282 Happy Valley Road
East Springfield
PA
16416
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$100,186
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$100,186
Health insurance benefits01/11/2013$7,576
Health insurance benefits02/05/2013$7,576
Health insurance benefits03/08/2013$7,576
Health insurance benefits04/08/2013$7,576
Health insurance benefits05/31/2013$7,576
Health insurance benefits06/04/2013$7,576
Health insurance benefits07/05/2013$7,576
Health insurance benefits08/02/2013$7,576
Health insurance benefits09/11/2013$7,576
Health insurance benefits10/08/2013$7,576
Health insurance benefits11/04/2013$12,119
Health insurance benefits12/04/2013$12,307
Name and Address
(A)
Ohio State Legislative Board

8568 Mt. Vernon Road
St. Louisville
OH
43071
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$29,818
Total of All Transactions with this Payee/Payer for This Schedule$29,818
Name and Address
(A)
Short Term Disability Plan

1370 Ontario Street
Cleveland
OH
44113
Type or Classification
(B)
Short Term Disability Fund of BLET
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$231,113
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$231,113
Plan Reimb (Jul-Dec 2012)09/20/2013$108,169
Plan Reimb (Jan-Aug 2013)12/30/2013$122,944
Name and Address
(A)
Texas State Legislative Board

7083 Baker Boulevard
Richland
TX
76118
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,053
Total of All Transactions with this Payee/Payer for This Schedule$22,053
Name and Address
(A)
Union Privilege

1125 15th Street, NW St 300
Washington
DC
20005
Type or Classification
(B)
Credit card program
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,377
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,377
Royalty payment04/08/2013$10,377
Name and Address
(A)
UP - Southern GCA

1139 Bent Oaks
Denton
TX
76210
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,963
Total Non-Itemized Transactions with this Payee/Payer$34,815
Total of All Transactions with this Payee/Payer for This Schedule$41,778
Health insurance benefits02/05/2013$6,963
Name and Address
(A)
UP/RR Western Lines GCA

8002 NE US HWY 99 PM411
Vancouver
WA
98665
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,167
Total of All Transactions with this Payee/Payer for This Schedule$6,167
Name and Address
(A)
UP/SP Western Lines GCA

14240 Wild Flower Drive
El Paso
TX
79938
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$30,864
Total of All Transactions with this Payee/Payer for This Schedule$30,864
Name and Address
(A)
UPRR - Northern GCA

3332 S. Kings Road
Rochelle
IL
61068
Type or Classification
(B)
Subordinate uni
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,040
Total of All Transactions with this Payee/Payer for This Schedule$13,040
Name and Address
(A)
UPRR Central GCA

580 White Oak Lane
Liberty
MO
64068
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$77,160
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$77,160
Health insurance benefits01/14/2013$5,891
Health insurance benefits02/20/2013$6,479
Health insurance benefits03/22/2013$6,479
Health insurance benefits04/26/2013$6,479
Health insurance benefits05/23/2013$6,479
Health insurance benefits06/14/2013$6,479
Health insurance benefits07/29/2013$6,479
Health insurance benefits08/15/2013$6,479
Health insurance benefits09/13/2013$6,479
Health insurance benefits10/15/2013$6,479
Health insurance benefits11/15/2013$6,479
Health insurance benefits12/13/2013$6,479
Form LM-2 (Revised 2010)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 000-101

Name and Address
(A)
American Airlines


Fort Worth
TX
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,947
Total of All Transactions with this Payee/Payer for This Schedule$16,947
Name and Address
(A)
Amtrak


Washington
DC
Type or Classification
(B)
Transportation
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,989
Total of All Transactions with this Payee/Payer for This Schedule$9,989
Name and Address
(A)
Avis Rent a Car


Parsippany-Troy Hills
NJ
Type or Classification
(B)
Rental car agency
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,495
Total of All Transactions with this Payee/Payer for This Schedule$5,495
Name and Address
(A)
CN/WC GCA

1110 Gertrude St, Unit A
Kaukauna
WI
54130
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,916
Total of All Transactions with this Payee/Payer for This Schedule$6,916
Name and Address
(A)
Delta Airlines


Los Angeles
CA
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$41,627
Total of All Transactions with this Payee/Payer for This Schedule$41,627
Name and Address
(A)
Hilton Bentley Miami

101 Ocean Drive
Miami Beach
FL
33139
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$6,143
Total of All Transactions with this Payee/Payer for This Schedule$6,143
Name and Address
(A)
Hyatt


Baltimore
MD
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$5,673
Total of All Transactions with this Payee/Payer for This Schedule$5,673
Name and Address
(A)
Jerry Bullard

1916 W. Jackson Blvd
Pecos
TX
79772
Type or Classification
(B)
Temporary representative
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,833
Total of All Transactions with this Payee/Payer for This Schedule$5,833
Name and Address
(A)
Southwest Airlines


Houston
TX
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,350
Total of All Transactions with this Payee/Payer for This Schedule$22,350
Name and Address
(A)
Teamsters Canada Rail Conference

1710-130 Rue Albert Street
Ottawa, ON K1P 5G4
00
00000
Type or Classification
(B)
Labor organziation
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$142,771
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$142,771
Legal expense from settlement03/01/2013$142,771
Name and Address
(A)
Thomas Hebert

207 George Street, Apt 207
Middletown
CT
06457
Type or Classification
(B)
Temporary representative
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,377
Total of All Transactions with this Payee/Payer for This Schedule$12,377
Name and Address
(A)
United Airlines
2013

Chicago
IL
60673
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,808
Total of All Transactions with this Payee/Payer for This Schedule$26,808
Name and Address
(A)
US Airways


Temple
AZ
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,781
Total of All Transactions with this Payee/Payer for This Schedule$6,781
Name and Address
(A)
Westin Diplomat Resort


Hollywood
FL
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$7,299
Total of All Transactions with this Payee/Payer for This Schedule$7,299
Name and Address
(A)
Zwerdling, Paul, Kahn, & Wolly

1025 Connecticut Ave NW 712
Washington
DC
20036-5420
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$269,292
Total Non-Itemized Transactions with this Payee/Payer$4,344
Total of All Transactions with this Payee/Payer for This Schedule$273,636
Various representative cases and matters01/21/2013$26,853
Various representative cases and matters02/27/2013$23,580
Various representative cases and matters03/20/2013$24,236
Various representative cases and matters04/16/2013$10,406
Various representative cases and matters06/13/2013$35,804
Various representative cases and matters07/19/2013$38,262
Various representative cases and matters08/19/2013$18,960
Various representative cases and matters09/13/2013$17,577
Various representative cases and matters10/08/2013$21,475
Various representative cases and matters11/25/2013$33,603
Various representative cases and matters12/12/2013$18,536
Form LM-2 (Revised 2010)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 000-101

Name and Address
(A)
BNSF General Committee
260

Granby
MO
64844
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,498
Total of All Transactions with this Payee/Payer for This Schedule$5,498
Name and Address
(A)
Conrail SAA/CSXT Northern GCA

1807 Elmwood Ave, Ste 179
Buffalo
NY
14207
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,588
Total of All Transactions with this Payee/Payer for This Schedule$7,588
Name and Address
(A)
Dr. Frederick C. Gamst

2800 Rodman Drive
Los Osos
CA
93402-4312
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,739
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,739
Transportation Research Board Committee presentati11/04/2013$5,739
Name and Address
(A)
Indiana State Legislative Board

19341 Stonehenge Drive
Mokena
IL
60448
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,133
Total of All Transactions with this Payee/Payer for This Schedule$6,133
Name and Address
(A)
Massachusetts State Legislative Board

46 Scotts Drive
Charlestown
NH
03603-4322
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,482
Total of All Transactions with this Payee/Payer for This Schedule$7,482
Name and Address
(A)
Minnesota State Legislative Board
280087

St. Paul
MN
55128-9087
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,054
Total of All Transactions with this Payee/Payer for This Schedule$5,054
Name and Address
(A)
Virginia State Legislative Board

5331 White Oak Drive
Sandston
VA
23150
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,434
Total of All Transactions with this Payee/Payer for This Schedule$9,434
Name and Address
(A)
William Verdeyen

5691 South Canal Street
Terre Haute
IN
47802
Type or Classification
(B)
Temporary representative
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,278
Total of All Transactions with this Payee/Payer for This Schedule$5,278
Form LM-2 (Revised 2010)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 000-101

Name and Address
(A)
TCU/IAM; C/O RC Oathout, NS-T

3 Research Plaza
Rockville
MD
20850
Type or Classification
(B)
Labor organization
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
Convention program advertisement10/21/2013$5,000
Form LM-2 (Revised 2010)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 000-101

Name and Address
(A)
ADP, Inc.
842875

Boston
MA
02284-2875
Type or Classification
(B)
Payroll processing company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,299
Total of All Transactions with this Payee/Payer for This Schedule$17,299
Name and Address
(A)
American Copier Solutions, Inc.

2651 St. Clair Avenue
Cleveland
OH
44114
Type or Classification
(B)
Printing and copying services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,649
Total of All Transactions with this Payee/Payer for This Schedule$12,649
Name and Address
(A)
AMPCO System Parking
5123

Cleveland
OH
44101
Type or Classification
(B)
Parking garage operator
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,370
Total of All Transactions with this Payee/Payer for This Schedule$16,370
Name and Address
(A)
Aramark Refreshment Services

7700 Hub Parkway
Valley View
OH
44125
Type or Classification
(B)
Refreshment services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,100
Total of All Transactions with this Payee/Payer for This Schedule$14,100
Name and Address
(A)
AT&T
5080

Carol Stream
IL
60197-5080
Type or Classification
(B)
Telephone service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,241
Total of All Transactions with this Payee/Payer for This Schedule$9,241
Name and Address
(A)
Brothers Printing Co., Inc.

2000 Euclid Avenue
Cleveland
OH
44115
Type or Classification
(B)
Printing company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,152
Total of All Transactions with this Payee/Payer for This Schedule$18,152
Name and Address
(A)
Bureau of Worker's Compensation

30 West Spring Street
Columbus
OH
43215-2256
Type or Classification
(B)
Worker's compensation
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,814
Total of All Transactions with this Payee/Payer for This Schedule$5,814
Name and Address
(A)
Burton Carol Management LLC

1630 Crossings Parkway
Westlake
OH
44145
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$13,382
Total of All Transactions with this Payee/Payer for This Schedule$13,382
Name and Address
(A)
Ciuni & Panichi, Inc.

25201 Chagrin Boulevard
Cleveland
OH
44122
Type or Classification
(B)
Certified pulic accounting firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$88,334
Total Non-Itemized Transactions with this Payee/Payer$1,378
Total of All Transactions with this Payee/Payer for This Schedule$89,712
Jul-Dec 2012 Expense Report Review03/01/2013$5,626
2012 Audit/2011 Dues Objector Procedures03/13/2013$26,135
2012 Audit/LM2 Asst/2011 Dues Objector04/23/2013$29,762
Disability & Welfare Benefit Trust Fund Audit09/20/2013$7,767
Oct-Dec 2012 Expense Report Review10/18/2013$5,620
Disability & Welfare Benefit Trust Fund Audit11/25/2013$8,300
990 STDP/Finalize 2012 Audit12/20/2013$5,124
Name and Address
(A)
Creative Office Products Corp

3720 Ridge Road
Brooklyn
OH
44144
Type or Classification
(B)
Office supplies vendor
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$38,378
Total Non-Itemized Transactions with this Payee/Payer$36,342
Total of All Transactions with this Payee/Payer for This Schedule$74,720
Office supplies08/08/2013$18,123
Shelving units10/28/2013$12,219
Office supplies11/13/2013$8,036
Name and Address
(A)
Hyatt Regency - Cleveland Arcade
809372

Chicago
IL
60680
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,663
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,663
Retirement party07/26/2013$15,663
Name and Address
(A)
Imagine Net Coporate Services
24935

Cleveland
OH
44124-0935
Type or Classification
(B)
Consulting firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,217
Total of All Transactions with this Payee/Payer for This Schedule$14,217
Name and Address
(A)
Insperity Expense Management
844889

Dallas
TX
75284-4889
Type or Classification
(B)
Software company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,720
Total of All Transactions with this Payee/Payer for This Schedule$6,720
Name and Address
(A)
KeyBank Revenue Administration
74543

Cleveland
OH
44194-4543
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$9,654
Total of All Transactions with this Payee/Payer for This Schedule$9,654
Name and Address
(A)
Larry James, II

2001 22nd Avenue
Parkersburg
WV
26101
Type or Classification
(B)
Consultant
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
BLET Historical Item12/18/2013$5,000
Name and Address
(A)
Level 7 LLC

4807 Rockside Road Ste 700
Independence
OH
44131
Type or Classification
(B)
Consulting and business services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,366
Total Non-Itemized Transactions with this Payee/Payer$14,435
Total of All Transactions with this Payee/Payer for This Schedule$27,801
System maintenance02/20/2013$5,156
Programing changes, annual maintenance05/17/2013$8,210
Name and Address
(A)
Neopost

25880 Network Place
Chicago
IL
60673-1258
Type or Classification
(B)
Equipment maintenance and repair
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,161
Total of All Transactions with this Payee/Payer for This Schedule$9,161
Name and Address
(A)
Ocius

651 W. Washington Blvd
Chicago
IL
60661
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$43,656
Total of All Transactions with this Payee/Payer for This Schedule$43,656
Name and Address
(A)
Office Team

12400 Collections Center Dr
Chicago
IL
60693
Type or Classification
(B)
Placement company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,368
Total of All Transactions with this Payee/Payer for This Schedule$20,368
Name and Address
(A)
Paley, Rothman, Goldstein, Rosenb

4800 Hampden Ln, 7th Floor
Bethesda
MA
20814
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,127
Total Non-Itemized Transactions with this Payee/Payer$1,394
Total of All Transactions with this Payee/Payer for This Schedule$6,521
457 Plan Matter01/07/2013$5,127
Name and Address
(A)
Slevin & Hart, P.C.

1625 Massachusetts Ave
Washington
DC
20036
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,223
Total Non-Itemized Transactions with this Payee/Payer$2,497
Total of All Transactions with this Payee/Payer for This Schedule$10,720
BLET Retirement Plan Matters07/19/2013$8,223
Name and Address
(A)
Softchoice Corporation

16609 Collections Center Dr
Chicago
IL
60693
Type or Classification
(B)
Software company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,374
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,374
Renewal of liscenses and certificates07/03/2013$15,374
Name and Address
(A)
The James B. Oswald Company

1100 Superior Avenue
Cleveland
00
44114
Type or Classification
(B)
Insurance agent
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$199,911
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$199,911
Insurance premiums01/21/2013$5,674
Property and general liability insurance06/21/2013$31,504
D&O and EPLI08/19/2013$42,226
Labor and ERISA bonds12/02/2013$102,007
Fiduciary liability12/18/2013$18,500
Name and Address
(A)
The Millcraft Paper Company
72466

Cleveland
OH
44192
Type or Classification
(B)
Paper supply company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,562
Total of All Transactions with this Payee/Payer for This Schedule$9,562
Name and Address
(A)
Thomson Reuters
6292

Carol Stream
IL
60197-6292
Type or Classification
(B)
Media information company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,433
Total Non-Itemized Transactions with this Payee/Payer$15,196
Total of All Transactions with this Payee/Payer for This Schedule$23,629
Subscriptions08/08/2013$8,433
Name and Address
(A)
Toshiba Financial Services
790448

St. Louis
MO
63179-0448
Type or Classification
(B)
Leasing company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,946
Total of All Transactions with this Payee/Payer for This Schedule$18,946
Name and Address
(A)
Travelers Insurance Company
660317

Dallas
TX
75266-0317
Type or Classification
(B)
Insurance company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,509
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$16,509
Workers comp, commercial package02/27/2013$16,509
Name and Address
(A)
United Parcel Service

Lockbox 577
Carol Stream
IL
60132-0577
Type or Classification
(B)
Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$60,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$60,000
Replenish postage03/22/2013$20,000
Replenish postage07/08/2013$20,000
Replenish postage12/16/2013$20,000
Name and Address
(A)
US Postal Service (Neopost) CMRS-POC
0575

Carol Stream
IL
60132-0575
Type or Classification
(B)
Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$60,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$60,000
Refill postage03/22/2013$20,000
Refill postage09/26/2013$20,000
Refill postage12/11/2013$20,000
Name and Address
(A)
Verizon Wireless
25505

Lehigh Valley
PA
18002-5505
Type or Classification
(B)
Cell phone service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$50,236
Total of All Transactions with this Payee/Payer for This Schedule$50,236
Name and Address
(A)
Wells Fargo Financial Leasing
6434

Carol Stream
IL
60197-6434
Type or Classification
(B)
Leasing company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$27,754
Total of All Transactions with this Payee/Payer for This Schedule$27,754
Name and Address
(A)
Zwerdling, Paul, Kahn, & Wolly

1025 Connecticut Avenue
Washington
DC
20036-5420
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,469
Total Non-Itemized Transactions with this Payee/Payer$9,952
Total of All Transactions with this Payee/Payer for This Schedule$38,421
General matters01/21/2013$10,671
General matters02/25/2013$6,332
General matters07/12/2013$11,466
Form LM-2 (Revised 2010)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 000-101

Name and Address
(A)
American Airlines


Fort Worth
TX
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,683
Total of All Transactions with this Payee/Payer for This Schedule$10,683
Name and Address
(A)
American Products, Inc.

1600 North Clinton Avenue
Rochester
NY
14621-2200
Type or Classification
(B)
Supplies company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,891
Total Non-Itemized Transactions with this Payee/Payer$1,000
Total of All Transactions with this Payee/Payer for This Schedule$32,891
Supplies for 150th Celebration06/05/2013$31,891
Name and Address
(A)
Ben Ball Productions, Inc.

31772 Gardenside Drive
Avon Lake
OH
44012
Type or Classification
(B)
Production company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$339,174
Total Non-Itemized Transactions with this Payee/Payer$16,011
Total of All Transactions with this Payee/Payer for This Schedule$355,185
Deposit for convention production01/22/2013$30,000
150th Celebration production01/22/2013$45,000
Deposit for convention production02/28/2013$212,549
Production for 150th Celebration06/19/2013$51,625
Name and Address
(A)
Crowne Plaza


Cleveland
OH
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$11,286
Total of All Transactions with this Payee/Payer for This Schedule$11,286
Name and Address
(A)
Delta Airlines


Los Angeles
CA
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,701
Total of All Transactions with this Payee/Payer for This Schedule$18,701
Name and Address
(A)
Faulkner, Hoffman, and Phillips, LLC

20445 Emerald Parkway Drive
Cleveland
OH
44135
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,667
Total Non-Itemized Transactions with this Payee/Payer$2,035
Total of All Transactions with this Payee/Payer for This Schedule$22,702
Assistance with IRB Audit04/16/2013$10,270
Assistance with IRB Audit05/17/2013$10,397
Name and Address
(A)
Hilton Bentley Miami

101 Ocean Drive
Miami Beach
FL
33139
Type or Classification
(B)
Hotel and conference center
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,064
Total Non-Itemized Transactions with this Payee/Payer$28,342
Total of All Transactions with this Payee/Payer for This Schedule$36,406
Advisory board, special rep, regional meeting chai04/23/2013$8,064
Name and Address
(A)
Hilton Hotel


San Francisco
CA
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$12,546
Total of All Transactions with this Payee/Payer for This Schedule$12,546
Name and Address
(A)
Hyatt Hotels


Baltimore
MD
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$5,790
Total of All Transactions with this Payee/Payer for This Schedule$5,790
Name and Address
(A)
Hyatt Hotels


Cleveland
OH
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$8,283
Total of All Transactions with this Payee/Payer for This Schedule$8,283
Name and Address
(A)
Hyatt Regency


Washington
DC
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$5,230
Total of All Transactions with this Payee/Payer for This Schedule$5,230
Name and Address
(A)
Loews Hotels


New Orleans
LA
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$7,439
Total of All Transactions with this Payee/Payer for This Schedule$7,439
Name and Address
(A)
Matthew Kronyak

14 Adair Street
Stanhope
NJ
07874
Type or Classification
(B)
Temporary representative
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,452
Total of All Transactions with this Payee/Payer for This Schedule$13,452
Name and Address
(A)
Medallic Art Company

80 E. Airpark Vista Blvd
Dayton
NV
89403
Type or Classification
(B)
Manufacturer
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$162,475
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$162,475
Deposit on 150th Coin Key Chain03/22/2013$40,619
Payment on 150th Coin Key Chain06/05/2013$81,237
Final payment on 150th Coin Key Chain08/22/2013$40,619
Name and Address
(A)
MITAGS-PMI-CCMIT

692 Maritime Blvd
Linthicum
MD
21090-1952
Type or Classification
(B)
Education
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$64,245
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$64,245
Conrail GCA Meeting03/13/2013$16,427
Group Master, Local Chair Meeting10/28/2013$11,823
Advanced Local Chairman Workshop11/11/2013$6,916
NS GCA L/C Training Class12/18/2013$29,079
Name and Address
(A)
Neo Marketing, LLC
8198

Canton
OH
44711
Type or Classification
(B)
Printing and mailing services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$80,217
Total Non-Itemized Transactions with this Payee/Payer$8,208
Total of All Transactions with this Payee/Payer for This Schedule$88,425
Nov/Dec 2012 Newsletter01/07/2013$9,359
January 2013 Newsletter03/01/2013$9,359
Feb/Mar 2013 Newsletter04/23/2013$9,359
Apr/May 2013 Newsletter06/20/2013$9,359
Jun/Jul 2013 Newsletter08/08/2013$21,568
Aug/Sept 2013 Newsletter10/03/2013$9,359
Oct 2013 Newsletter/Membership Cards12/20/2013$11,854
Name and Address
(A)
NTSB Registrar, NTSB Training Ctr

45065 Riverside Parkway
Ashburn
VA
20147
Type or Classification
(B)
Training center
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,949
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,949
Tuition04/01/2013$11,949
Name and Address
(A)
Peake-Delancey Printers, LLC
5935

Troy
MI
48007-5935
Type or Classification
(B)
Printing services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$162,342
Total Non-Itemized Transactions with this Payee/Payer$4,816
Total of All Transactions with this Payee/Payer for This Schedule$167,158
Fall 2012 BLET Journal01/30/2013$25,354
Dinner Program for 150th Celebration05/17/2013$13,593
150th History Book06/05/2013$41,137
Spring 2013 BLET Journal07/12/2013$23,812
Postage for CRF Booklets07/25/2013$18,140
NARF CRF's08/19/2013$14,432
Summer 2013 BLET Journal10/04/2013$25,874
Name and Address
(A)
Phil Vedda & Sons, Inc.

12000 Berea Rd
Cleveland
OH
44111
Type or Classification
(B)
Printing company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,087
Total Non-Itemized Transactions with this Payee/Payer$1,506
Total of All Transactions with this Payee/Payer for This Schedule$24,593
Time books12/20/2013$23,087
Name and Address
(A)
Softchoice Corporation

16609 Collections Center Dr
Chicago
IL
60693
Type or Classification
(B)
Software company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,915
Total Non-Itemized Transactions with this Payee/Payer$529
Total of All Transactions with this Payee/Payer for This Schedule$6,444
Software for convention01/28/2013$5,915
Name and Address
(A)
Southwest Airlines


Houston
TX
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,089
Total of All Transactions with this Payee/Payer for This Schedule$25,089
Name and Address
(A)
The Henry Ford Museum

20900 Oakwood Blvd
Dearborn
MI
48124
Type or Classification
(B)
Museum
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$16,000
Deposit for 150th Celebration04/15/2013$8,000
Deposit for 150th Celebration05/13/2013$8,000
Name and Address
(A)
Thousand Hills Golf Resort

245 South Wildwood Drive
Branson
MO
65616
Type or Classification
(B)
Resort and conference center
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,071
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$14,071
Conductor training class06/06/2013$14,071
Name and Address
(A)
TPC Michigan

1 Nicklaus Drive
Dearborn
MI
48120
Type or Classification
(B)
Golf course
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,689
Total Non-Itemized Transactions with this Payee/Payer$1,000
Total of All Transactions with this Payee/Payer for This Schedule$9,689
Golf course fees for 150th Celebration05/17/2013$8,689
Name and Address
(A)
U.S. Postmaster Main Office Window 1

2400 Orange Ave, Rm 24
Cleveland
OH
44101-9998
Type or Classification
(B)
Postal service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$242,570
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$242,570
Fall 2012 BLET Journal mailing01/07/2013$13,610
January 2013 Newsletter mailing02/20/2013$24,697
Feb/Mar 2013 Newsletter mailing04/01/2013$24,901
Mail BLET History Book and Key Chains for 150th04/23/2013$22,137
Spring 2013 BLET Journal mailing06/03/2013$13,304
Apr/May 2013 Newsletter mailing06/12/2013$24,892
June 2013 Newsletter mailing07/12/2013$24,851
July 2013 Newsletter mailing07/29/2013$24,910
Summer 2013 BLET Journal mailing09/16/2013$13,194
Aug/Sept 2013 Newsletter mailing09/26/2013$25,003
October 2013 Newsletter mailing11/04/2013$25,071
Time book mailing12/02/2013$6,000
Name and Address
(A)
Union Pacific Western Region GCA
609

Pocatello
ID
83204
Type or Classification
(B)
Subordinate unit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,006
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,006
Meeting fees and expenses03/20/2013$9,006
Name and Address
(A)
United Airlines
2013

Chicago
IL
60673
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$89,411
Total of All Transactions with this Payee/Payer for This Schedule$89,411
Name and Address
(A)
US Airways


Temple
AZ
Type or Classification
(B)
Airline company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,520
Total of All Transactions with this Payee/Payer for This Schedule$7,520
Name and Address
(A)
Westin Book Cadillac Detroit

1114 Washington Blvd
Detroit
MI
48226
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$99,417
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$99,417
Hotel rooms for 150th Celebration06/19/2013$99,417
Name and Address
(A)
Westin Diplomat


Hollywood
FL
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$5,448
Total of All Transactions with this Payee/Payer for This Schedule$5,448
Name and Address
(A)
Zwerdling, Paul, Kahn, & Wolly

1025 Connecticut Ave
Washington
DC
20036-5420
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$67,017
Total Non-Itemized Transactions with this Payee/Payer$21,747
Total of All Transactions with this Payee/Payer for This Schedule$88,764
Union meetings and other governance matters02/27/2013$13,363
Union meetings and other governance matters03/20/2013$17,403
Union meetings and other governance matters04/16/2013$11,738
Union meetings and other governance matters06/03/2013$18,153
PAC/Pension Matters12/12/2013$6,360
Form LM-2 (Revised 2010)
SCHEDULE 20 - BENEFITS FILE NUMBER: 000-101

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$3,549,884
Health insurance premiumsUnited Healthcare$2,624,760
Dental insurance premiumsMetlife Dental$181,253
Vision insurance premiumsVSP (Vision Service Program)$16,908
Pension plan employer contributionsAetna Life Insurance Company$610,000
Benefit plan servicesAspire Financial Services, LLC$62
Benefit plan legal servicesKastner, Westman & Wilcins, LLC$793
Employee pension insurance premiumPension Benefit Guarantee Corporation$8,938
Benefit plan servicesQP Consulting$4,500
Actuarial servicesTowers Watson$45,725
Trust servicesMerrill Lynch$129
Group life insurance & AD&D premiumsFort Dearborn Life$23,137
Accident insuranceThe Hartford Insurance Company$6,060
Tuition reimbursement paymentsBLET employees$6,070
Cafeteria Plan disbursementsBLET employees$21,549
Form LM-2 (Revised 2010)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 000-101


Question 10: A. The Brotherhood of Locomotive Engineers Building Association (Building Association), 1370 Ontario Street, Cleveland, Ohio 44113-1701, is an Ohio corporation and a wholly owned subsidiary of the Brotherhood of Locomotive Engineers and Trainmen (BLET) labor union. The Building Association currently owns and operates a 22-floor office building located in downtown Cleveland, several floors of which serve as the union's national headquarters. Its operating results are applied to the BLET general fund. (Federal ID # 34-0116410) B. The Brotherhood of Locomotive Engineers and Trainmen Disability & Welfare Benefit Trust Fund, 1370 Ontario Street, Cleveland, Ohio 44113-1701, is a Voluntary Employee Beneficiary Association (VEBA) established by the BLET pursuant to a multi-employer collective bargaining agreement, under which the employing railroads pay the BLET a monthly contribution for each qualified participant; however, under its organizing documents, it is empowered to offer benefits that are consistent with its status as a qualified VEBA. The BLET Disability and Welfare Trust reimburses the BLET for all direct costs incurred by the union as a result of its operations. (Federal ID # 32-0262584, Plan #501)

Question 11(a): The labor organization maintains a Political Action Committee (PAC) fund to accumulate voluntary contributions made by its members. The PAC is named Brotherhood of Locomotive Engineers and Trainmen PAC Fund and files reports with the Federal Election Committee (FEC) under committee identification number C00099234 to document its activities. The reports are publicly available by inquiring with the FEC. The PAC fund is operated as a separate segregated fund in conformance with FEC rules and regulations. PAC contributions are received in combination with dues payments and are initially deposited into the union's bank account, after which they are transferred to a separate PAC fund account. The Brotherhood's PAC fund is not reported on the Form LM-2 as part of the union's

Statement A - (Assets). Rather, the PAC contributions that flow through the union as a result of the dues collection process are reflected in

Statement B - (Receipts and Disbursements). Total voluntary PAC contributions on behalf of others of $543,924 during 2013 are included in the Item 47 (From Members for Disbursement on Their Behalf) section of

Statement - B. Total transfers to the PAC of $536,270 during 2013 are included in Item 64 (On Behalf of Individual Members) section of

Statement B. PAC contributions that were collected pending transfers to the PAC funds as of December 31, 2013 in the amount of $51,672 are included in Item 33 (Other Liabilities) section of

Statement A.

Question 11(b): The Brotherhood of Locomotive Engineers Building Association (Building Association), 1370 Ontario Street, Cleveland, Ohio 44113-1701, is an Ohio corporation and a wholly owned subsidiary of the Brotherhood of Locomotive Engineers and Trainmen (BLET) labor union. The Building Association currently owns and operates a 22-floor office building located in downtown Cleveland, several floors of which serve as the union's national headquarters. Its operating results are applied to the BLET general fund. (Federal ID #34-0116410) Attached is the Auditor report of the Building Association. BLET has four Regional Meeting Associations. Upon receipt of auditors' statements from the Regional Meeting Associations, an amended Report will be filed.

Question 12: The independent accounting firm of Ciuni & Panichi, Inc. has audited the Brotherhood's annual financial statements for the year ending December 31, 2013, as required by the union's By-Laws.

Question 15: During 2013, the labor organization donated a 2003 Buick to a charity. The acquisition cost of the automobile was $21,152, which had been fully depreciated since purchase and thus carried a book value of $0. The vehicle was mechanically depleted.

Question 16: A. In conjunction with the merger of the Brotherhood of Locomotive Engineers (BLE) with the International Brotherhood of Teamsters, effective January 1, 2004, BLE ceased operations in Canada effective that date and became Brotherhood of Locomotive Engineers and Trainmen (BLET). The Canadian portion of the BLE membership joined the newly formed Teamsters Canada Rail Conference, also effective January 1, 2004. In February 2005, the leadership of the BLET and Teamsters Canada Rail Conference (TCRC) reached an agreement to distribute an equitable portion of the predecessor union's assets currently held by the BLET to the TCRC. The final disposition of this liability was contingent upon resolution of a specific legal action against the TCRC by a third party, which occurred during 2013. Settlement of the liability has been paid during 2013. B. The labor organization paid off the loan, in

Schedule 9 -

Loans Payable, during the period which was secured by the office building owned by its Building Association.

Schedule 2, Row2:Remainder of amount owed was applied to reduce owner's equity in wholly owned subsidiary.

Schedule 13, Row1:Active certified engineer. Member pays full dues.

Schedule 13, Row2:Less than standard special contracts. Member pays full less than standard dues.

Schedule 13, Row3:Train service conductors. Member pays full train service dues.

Schedule 13, Row4:Non-exclusive train service conductors. Member pays full non-exclusive train service dues.

Schedule 13, Row5:Active excused members are members who are retired from service because of physical disability, serving in the armed forces of the Unites States, absent on sick leave, dismissed from service, or furloughed. These members do not pay dues.

Schedule 13, Row6:Fully retired members do not pay monthly dues and do not have voting rights.

Schedule 13, Row6:Fully retired members do not have voting rights as they are no longer active members, per the BLET Bylaws.
Form LM-2 (Revised 2010)