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
530-043
2. PERIOD COVERED
From01/01/2014
Through12/31/2014
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
AUTO WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
2322
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
JOCELYN
Last Name
SILVERLIGHT
P.O Box - Building and Room Number
#406
Number and Street
4 OPEN SQUARE WAY
City
HOLYOKE
State
MA
ZIP Code + 4
01040


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:Jocelyn A SilverlightPRESIDENT71. SIGNED:Amy StevensTREASURER
Date:Mar 30, 2015Telephone Number:413-534-7600Date:Mar 31, 2015Telephone Number:413-534-7600
Form LM-2 (Revised 2010)
ITEMS 10 THROUGH 21 FILE NUMBER: 530-043
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)Yes
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$270,000
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?05/2016
20. How many members did the labor organization have at the end of the reporting period?2,838
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees2% of Straight TimeperMonthN/AN/A
(b) Working Dues/Fees0perN/AN/AN/A
(c) Initiation Fees$20.00perNew MemberN/A
(d) Transfer Fees0perN/AN/A
(e) Work Permits0perN/AN/A

Form LM-2 (Revised 2010)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 530-043

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $1,313,398$1,466,615
23. Accounts Receivable1$0$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$60,649$64,698
28. Other Assets7$4,138$2,893
29. TOTAL ASSETS $1,378,185$1,534,206

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,985$2,518
34. TOTAL LIABILITIES $1,985$2,518
35. NET ASSETS$1,376,200$1,531,688
Form LM-2 (Revised 2010)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 530-043

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $1,340,313
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $19,080
39. Sale of Supplies $0
40. Interest $1,532
41. Dividends $140
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9$0
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$21,864
49. TOTAL RECEIPTS $1,382,929
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$377,407
51. Political Activities and Lobbying16$10,147
52. Contributions, Gifts, and Grants17$7,750
53. General Overhead18$320
54. Union Administration19$241,377
55. Benefits20$183,335
56. Per Capita Tax $350,901
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$5,443
61. Loans Made2
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $45,809
  
66. Subtotal $1,222,489
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$135,070  
  67b. Less Total Disbursed$142,293  
  67c. Total Withheld But Not Disbursed -$7,223
68. TOTAL DISBURSEMENTS $1,229,712
Form LM-2 (Revised 2010)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 530-043

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    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 530-043

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A)
Item 61Item 45 Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-043

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$0$0$0$0
Less Reinvestments 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-043

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$5,443$5,443$5,443
HP Pavillion Laptop Computer (#208)$425$425$425
LG Slim Port DVD Writer (#209)$34$34$34
Thermaltake Hard Drive Docking Station (#210)$54$54$54
Keurig Coffee Brewer (#211)$96$96$96
Brother Multi-Function Printer (#212)$298$298$298
Toshiba Satellite Laptop (#213)$553$553$553
Acer 24" Monitor (#214)$181$181$181
Cyberpower Desktop PC (#215)$553$553$553
Cyberpower Desktop PC (#216)$553$553$553
Cyberpower Desktop PC (#217)$553$553$553
Cyberpower Desktop PC (#218)$553$553$553
HP Pavillion Slimline PC (#219)$265$265$265
HP Pavillion Slimline OC (#220)$265$265$265
Wireless Keyboard & Mouse (#183a & #183b)$32$32$32
Executive Chair (#221)$138$138$138
Oster Microwave (#221)$74$74$74
Gateway CPU (#197)$319$319$319
Desktop Wireless Combo (#198) $26$26$26
Model 225 Button Maker (#199)$352$352$352
Hand-Held Megaphone (#200)$119$119$119
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$5,443
Form LM-2 (Revised 2010)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 530-043

Description
(A)
Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 530-043

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
D. Office Furniture and Equipment$64,698$0$64,698$64,698
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $64,698$0$64,698$64,698
Form LM-2 (Revised 2010)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 530-043

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $2,893
Postage Meter Prepaid Balance$203
Logo Watches (5)$148
Logo T-Shirts (125)$1,315
Logo Lanyards (91)$286
Logo Pinnie Vests (38)$941
Form LM-2 (Revised 2010)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 530-043

Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 530-043

Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C)
Item 44Item 62 Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 530-043

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $2,518
4Q2014 Federal Unemployment Tax$6
4Q2014 MA State Unemployment Tax$71
Dec 2014 Employer Vanguard SEP Contribution$2,441
Form LM-2 (Revised 2010)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 530-043

(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
Allessio ,  Danielle   A
Guide
C
$575$498$1,073
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
Cariello ,  Nicholas   J
Trustee
P
$150$150
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
Cline ,  Courtland   W
Svc Rep/Recordng Sec
P
$46,243$7,493$2,967$56,703
I
Schedule 15
Representational Activities
88 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
12 %
A
B
C
Hopkins ,  Eric   J
Trustee
P
$25$25
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
Hoyt ,  Eric  
Sargeant-At-Arms
C
$525$254$779
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
Overfelt ,  Carly   K
Recording Secretary
N
$300$854$1,154
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
Pretz ,  Luke   A
Trustee
C
$600$1,330$1,930
I
Schedule 15
Representational Activities
5 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
95 %
A
B
C
Silverlight ,  Jocelyn   A
President
C
$67,500$7,787$4,699$79,986
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
6 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
9 %
A
B
C
Stevens ,  Amy  
Financial Secretary
N
$650$275$299$1,224
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Wilson ,  Erin   E
Vice President
C
$531$525$1,056
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
Total Officer Disbursements$114,924$18,255$10,901$0$144,080
Less Deductions    $40,677
Net Disbursements    $103,403
Form LM-2 (Revised 2010)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 530-043

(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
Ballenger ,  J. Brooks  
Service Rep
NA
$58,228$7,787$3,776$69,791
I
Schedule 15
Representational Activities
96 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
2 %
A
B
C
Fish ,  Nancy   E
Service Rep
NA
$58,885$7,787$5,089$71,761
I
Schedule 15
Representational Activities
96 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
3 %
A
B
C
Goulet ,  Andrew   J
GEO Office Manager
NA
$45,302$1,167$46,469
I
Schedule 15
Representational Activities
1 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
98 %
A
B
C
Hundley ,  Pamela   J
Accountant
NA
$50,000$1,707$51,707
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
LaRochelle ,  Scott   F
Office Manager
NA
$49,315$1,035$50,350
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
Quinn ,  Ryan   M
Service Rep
NA
$50,252$6,999$2,811$60,062
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$221$0$12,814$0$13,035
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 %
Total Employee Disbursements$312,203$22,573$28,399$0$363,175
Less Deductions    $94,393
Net Disbursements    $268,782
Form LM-2 (Revised 2010)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 530-043

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 2,838 
Agency Fee Payers*616
Total Members/Fee Payers3,454 
*Agency Fee Payers are not considered members of the labor organization.
Regular Members2,838Yes
Form LM-2 (Revised 2010)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 530-043

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$17,385
3. All Other Receipts$4,479
4. Total Receipts$21,864
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$100
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$2,650
6. Total Disbursements$7,750
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$13,922
2. Named Payee Non-itemized Disbursements$14,784
3. To Officers$117,984
4. To Employees$198,944
5. All Other Disbursements$31,773
6. Total Disbursements$377,407
SCHEDULE 18   GENERAL OVERHEAD
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$320
6. Total Disbursements$320
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$4,799
4. To Employees$3,180
5. All Other Disbursements$2,168
6. Total Disbursement$10,147
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$10,480
2. Named Payee Non-itemized Disbursements$7,241
3. To Officers$21,298
4. To Employees$161,053
5. All Other Disbursements$41,305
6. Total Disbursements$241,377
Form LM-2 (Revised 2010)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-043

Name and Address
(A)
International Union - UAW
8000 East Jefferson Ave

Detroit
MI
48214-3963
Type or Classification
(B)
International Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,385
Total of All Transactions with this Payee/Payer for This Schedule$17,385
Form LM-2 (Revised 2010)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-043

Name and Address
(A)
Bardaglio Hart & Shuman LLC
P.O. Box 546

Windsor Locks
CT
06096-0546
Type or Classification
(B)
CPA Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,375
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,375
Invoice 51027 Annual CPA Audit07/23/2014$6,375
Name and Address
(A)
Open Square Properties LLC
4 Open Square Way

Holyoke
MA
01040-0000
Type or Classification
(B)
Rental Agent
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,784
Total of All Transactions with this Payee/Payer for This Schedule$14,784
Name and Address
(A)
The McLaughlin Company
9210 Corporate Blvd #250

Rockville
MD
20850-0000
Type or Classification
(B)
Insurance Carrier
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,547
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,547
Union Liability Insurance 11/26/2014$7,547
Form LM-2 (Revised 2010)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 530-043

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-043

Name and Address
(A)
Warren J Plaut Charitable Trust
25 South Street
c/o Pioneer Valley Worker
Northampton
MA
01060-0000
Type or Classification
(B)
Charitable Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$100
Total of All Transactions with this Payee/Payer for This Schedule$5,100
One-Time Donation: Just Communities08/20/2014$5,000
Form LM-2 (Revised 2010)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-043

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-043

Name and Address
(A)
Segal Roitman LLP
111 Devonshire St 5th Fl

Boston
MA
02109-0000
Type or Classification
(B)
Legal Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,480
Total Non-Itemized Transactions with this Payee/Payer$2,197
Total of All Transactions with this Payee/Payer for This Schedule$12,677
July & August 2014 Legal10/01/2014$10,480
Name and Address
(A)
UMass Auxiliary Enterprises
1 Campus Center Way
818 Campus Center
Amherst
MA
01003-0000
Type or Classification
(B)
University Food Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,044
Total of All Transactions with this Payee/Payer for This Schedule$5,044
Form LM-2 (Revised 2010)
SCHEDULE 20 - BENEFITS FILE NUMBER: 530-043

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$183,335
Dental/Hearing/Medical/Vision InsuranceBlue Cross & Blue Shield of Massachusetts$130,631
Dental/Hearing/Medical/Vision InsuranceDelta Dental Plan of Massachusetts$11,550
Disability/Sick & Accident InsuranceAIG Life Insurance Company$10,403
Group Life InsuranceAIG Life Insurance Company$2,716
Workers Compensation InsuranceAssociated Employers Insurance Co$5,492
Retirement Savings(401K etc)EmployerVanguard Small Business Services$22,543
Form LM-2 (Revised 2010)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-043


Question 10: : UAW/UMass Health & Welfare Trust Fund, 6 University Drive, Suite 206-229, Amherst, MA 01002

Question 12: : Audit performed by outside CPA firm: Bardaglio, Hart & Shuman LLC.

Question 13: The following other assets were given to members at meetings, but their names were not indicated on the sign-out sheet: 1 Logo Pinnie valued at $27.95 (not returned to inventory) and 10 GEO Logo T-shirts valued at $100.00.

Question 15: The following fixed assets were scrapped in 2014: Dell Mouse (Tag #000031d), Acer Mouse (Tag #000030e), Compaq Mouse (Tag #000035c), WD 500GB External Drive (Tag #000005), Brother Printer (Tag #000009), eMachines Flat Panel Monitor (Tag #000033b), Lexmark Printer (Tag #000136), 5-Port Network Switch (Tag #000007), HP Storage Works Server (Tag #000108), Belkin Router (Tag #000191), AT&T 4-Line Phone (Tag #000175) and HP Fax Machine (Tag #000037). Total cost of all items scrapped is $1393.89. Additionally, Local 2322 gave away to members 67 Logo Lanyards ($210) and 136 T-Shirts ($1330).

Schedule 13, Row1:Anyone who has applied and been accepted for membership is a regular member. Regular members pay full dues.
Form LM-2 (Revised 2010)