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: 07-31-2019
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
From01/01/2016
Through12/31/2016
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
ANAIS
Last Name
SURKIN
P.O Box - Building and Room Number

Number and Street
4 OPEN SQUARE WAY #406
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:Anais SurkinTREASURER
Date:Mar 30, 2017Telephone Number:413-534-7600Date:Mar 30, 2017Telephone Number:917-940-0312
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.)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?$316,000
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?Yes
19. What is the date of the labor organization's next regular election of officers?05/2019
20. How many members did the labor organization have at the end of the reporting period?3,255
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees2% Private Sector/1.81% Public SectorperMonthN/AN/A
(b) Working Dues/Fees0perN/AN/AN/A
(c) Initiation Fees$20perNew MemberN/AN/A
(d) Transfer Fees0perN/AN/AN/A
(e) Work PermitsperN/AN/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 $1,431,716$1,681,363
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$88,934$90,965
28. Other Assets7$3,090$3,433
29. TOTAL ASSETS $1,523,740$1,775,761

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$0$321,394
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$5,338$3,331
34. TOTAL LIABILITIES $5,338$324,725
35. NET ASSETS$1,518,402$1,451,036
Form LM-2 (Revised 2010)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 530-043

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $1,670,304
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $20,300
39. Sale of Supplies $0
40. Interest $1,538
41. Dividends $141
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$27,910
49. TOTAL RECEIPTS $1,720,193
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$503,817
51. Political Activities and Lobbying16$12,705
52. Contributions, Gifts, and Grants17$3,840
53. General Overhead18$3,955
54. Union Administration19$232,921
55. Benefits20$236,881
56. Per Capita Tax $424,250
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$2,167
61. Loans Made2$0
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 $49,866
  
66. Subtotal $1,470,402
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$160,921  
  67b. Less Total Disbursed$161,065  
  67c. Total Withheld But Not Disbursed -$144
68. TOTAL DISBURSEMENTS $1,470,546
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$0$0$0$0
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$0$0$0$0$0
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$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
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$2,167$2,167$2,167
HON Ergonomic Swivel Chair (Tag #00245)$126$126$126
Two Logitech HD Webcam C920 (Tag #00248 & 00252 )$204$204$204
Jabra Speak 810 (Tag #00249) & Cables$507$507$507
Two Jabra Speak 510 (Tag #00250 & 00251)$279$279$279
White Noise Machine (Tag #00253)$53$53$53
MacBook Air Computer (Tag #00246)$998$998$998
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$2,167
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$90,965$0$90,965$90,965
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $90,965$0$90,965$90,965
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)) $3,433
Postage Meter Prepaid Balance$964
Logo Watches (5)$148
Logo T-Shirts (133)$1,258
Logo Pinnies (38)$941
Logo Bandanas (39)$122
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$321,394$82,524$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)) $321,394$82,524$0$0
International UAW Per Capita Taxes$321,394$82,524$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)) $3,331
4Q2016 Federal Unemployment Tax$77
4Q State Unemployment Tax (MA & VT)$519
Dec 2016 Employer Vanguard SEP Contribution$2,560
Dec 2016 State Income Tax Withheld (MA & VT)$175
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
$0$175$609$0$784
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
Ervin ,  Erinn   R
Trustee
C
$0$300$208$0$508
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
P
$0$200$0$0$200
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
P
$0$0$0$0$0
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
Roy ,  Dawn  
Trustee
C
$0$0$0$0$0
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
Silverlight ,  Jocelyn   A
President
C
$65,000$7,640$2,793$0$75,433
I
Schedule 15
Representational Activities
84 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
12 %
A
B
C
Stevens ,  Amy  
Trustee
P
$0$200$0$0$200
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
Surkin ,  Anais   N
Svc Rep/Fin. Secretary
N
$45,641$7,640$3,260$0$56,541
I
Schedule 15
Representational Activities
87 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
10 %
A
B
C
Waltman ,  Anna   E
Recording Secretary
N
$0$0$801$0$801
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
Svc Rep/Vice President
C
$9,661$1,966$1,308$0$12,935
I
Schedule 15
Representational Activities
81 % Schedule 16
Political Activities and Lobbying
8 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
11 %
Total Officer Disbursements$120,302$18,121$8,979$0$147,402
Less Deductions    $37,740
Net Disbursements    $109,662
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
Ashford ,  Evan   H
GEO Caucus Coord
NA
$11,215$0$206$0$11,421
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Ballenger ,  John   B
Service Rep
NA
$61,100$7,640$1,808$0$70,548
I
Schedule 15
Representational Activities
97 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
1 %
A
B
C
Boutin ,  Kevin   M
Service Rep
NA
$60,092$7,640$4,159$0$71,891
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Fish ,  Nancy   E
Service Rep
NA
$62,085$7,640$4,481$0$74,206
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
2 %
A
B
C
Goulet ,  Andrew   J
GEO Office Manager
NA
$48,614$0$5,488$0$54,102
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
Hundley ,  Pamela   J
Accountant
NA
$52,023$0$1,228$0$53,251
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
$52,023$0$629$0$52,652
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
Nelson ,  Monica   J
PT Svc Rep/Organizer
NA
$6,556$1,102$3,136$0$10,794
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
19 % Schedule 19
Administration
10 %
A
B
C
Quinn ,  Ryan   M
Service Rep
NA
$38,410$4,848$5,162$0$48,420
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$1,836$0$10,503$0$12,339
I Schedule 15
Representational Activities
60 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
1 % Schedule 19
Administration
38 %
Total Employee Disbursements$393,954$28,870$36,800$0$459,624
Less Deductions    $116,104
Net Disbursements    $343,520
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) 3,255 
Agency Fee Payers*549
Total Members/Fee Payers3,804 
*Agency Fee Payers are not considered members of the labor organization.
Regular Members3,255Yes
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$6,321
2. Named Payer Non-itemized Receipts$20,354
3. All Other Receipts$1,235
4. Total Receipts$27,910
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$3,840
6. Total Disbursements$3,840
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$29,158
2. Named Payee Non-itemized Disbursements$30,065
3. To Officers$123,032
4. To Employees$285,695
5. All Other Disbursements$35,867
6. Total Disbursements$503,817
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$2,174
5. All Other Disbursements$1,781
6. Total Disbursements$3,955
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$6,328
4. To Employees$3,792
5. All Other Disbursements$2,585
6. Total Disbursement$12,705
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$5,187
2. Named Payee Non-itemized Disbursements$5,451
3. To Officers$18,042
4. To Employees$167,962
5. All Other Disbursements$36,279
6. Total Disbursements$232,921
Form LM-2 (Revised 2010)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-043

Name and Address
(A)
Courtland Cline
141 State Street

Northampton
MA
01060-0000
Type or Classification
(B)
COBRA Beneficiary
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,354
Total of All Transactions with this Payee/Payer for This Schedule$20,354
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$6,321
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,321
13th Rebate Check (Article 16)04/28/2016$6,321
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$6,500
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,500
2015 Audit08/17/2016$6,500
Name and Address
(A)
Michael W. Stutz
P.O. Box 90

Chilmark
MA
02535-0090
Type or Classification
(B)
Labor Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,046
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,046
Arbitration Fees - B. James (SDN)12/21/2016$7,523
Arbitration Fees - B. James (SDN)09/14/2016$7,523
Name and Address
(A)
Open Square Properties LLC
4 Open Square Way

Holyoke
MA
01040
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$15,968
Total of All Transactions with this Payee/Payer for This Schedule$15,968
Name and Address
(A)
Segal Roitman LLP
111 Devonshire St 5th Flr

Boston
MA
02109
Type or Classification
(B)
Legal Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,353
Total of All Transactions with this Payee/Payer for This Schedule$13,353
Name and Address
(A)
Union Insurance Group Inc.
303 West Erie St. Ste 310

Chicago
IL
60654
Type or Classification
(B)
Insurance Carrier
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,612
Total Non-Itemized Transactions with this Payee/Payer$744
Total of All Transactions with this Payee/Payer for This Schedule$8,356
2016-17 Liab. Insurance12/14/2016$7,612
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)




-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 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)
Hilgard Management Company Inc.
927 Hilgard Avenue

Los Angeles
CA
90024
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,187
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,187
2016 CGEU Conference 07/13/2016$5,187
Name and Address
(A)
Segal Roitman LLP
111 Devonshire St 5th Flr

Boston
MA
02109
Type or Classification
(B)
Legal Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,451
Total of All Transactions with this Payee/Payer for This Schedule$5,451
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.)$236,881
Medical/Dental InsuranceBlue Cross & Blue Shield of MA$174,079
Medical/Dental InsuranceDelta Dental of Massachusetts$14,964
Disability/Sick & Accident InsuranceAIG Life Insurance Company$2,969
Disability/Sick & Accident InsuranceSun Life Financial$4,261
Group Life InsuranceAIG Life Insurance Company$913
Group Life InsuranceSun Life Financial$2,034
Workers Compensation InsuranceAssociated Employers Insurance Co$2,822
Workers Compensation InsuranceTravelers$4,070
Retirement Savings(401K etc)EmployerVanguard Small Business Services$30,769
Form LM-2 (Revised 2010)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-043


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

Question 15: : The following fixed assets were scrapped in 2016: JVC Mini Stereo & Speakers valued at $136. Local 2322 gave away 176 Logo T-Shirts valued at $1852 and 21 Logo Bandanas valued at $122 to union members.

Question 18: : Amended Local 2322 Bylaws are attached.

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

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)