# activity

activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
form_agreement: Oral
explanation:
1. 01/22/2020: Highmark hosted University of Pittsburgh basketball game; Petersen Events Center, 3719 Terrace Street, Pittsburgh, PA 15261. 2. 06/11/2020: Highmark hosted golf outing; Rolling Fields Golf Club, 4138 Hankey Church Road, Murrysville, PA 15668. 3. 07/31/2020: Highmark hosted golf outing; Cranberry Highlands Golf Course, 5601 Freshcorn Road, Cranberry Twp, PA 16066. 4. 08/24/2020: Highmark hosted golf outing; River Forest Country Club, 130 Club House Drive, Freeport, PA 16229. 5. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Recording Secretary
form_agreement: Oral
explanation:
1. 07/08/2020: Highmark hosted golf, food and beverages: Lawrence Park Country Club, 3700 E Lake Road, Erie, PA 16511. 2. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
form_agreement: Oral
explanation:
1. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 2. 09/21/2020: Highmark hosted golf outing; Quicksilver Golf Club, 2000 Quicksilver Rd, McDonald, PA 15057.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-10-04
form_agreement: Oral
explanation:
Dinner with Raymond Hair. - Larsens Steakhouse Encino CA - AFM agreement extension & Film Musicians Secondary Markets Fund


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2021-11-04
form_agreement: Oral
explanation:
2021 Basic Crafts Negotiations - Lunch with Lindsay Dougherty (Business Agent), Joshua Staheli (Business Agent) and Joseph Kaplon (Labor lawyer representing Local 399).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2021-11-04
form_agreement: Oral
explanation:
2021 Basic Crafts Negotiations - Lunch with Lindsay Dougherty (Business Agent), Joshua Staheli (Business Agent) and Joseph Kaplon (Labor lawyer representing union Local 399).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER
form_agreement: Oral
explanation:
LABORERS LOCAL 435 IS THE UNION AFFILIATED WITH THE TRUST. ACCORIDNLY CERTAIN EXPENSES OF THE TRUST ARE PAID FOR AND REIMBURSED TO THE UNION AS LISTED.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-08-02
form_agreement: Written*
explanation:
Payment for provision of services pursuant to the terms of the attached Engagement Agreement - providing training and information to employees regarding the National Labor Relations Act and the impact of unionization.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-08-01
form_agreement: Oral
explanation:
Payment of standard hourly rate for services pursuant to oral agreement - provided education and information to employees about all aspects of joining a union to help them make an informed decision.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-04-22
form_agreement: Written*
explanation:
Cannon Labor Relations, LLC provided training for managerial employees, provided materials for dissemination to employees, and engaged in direct communications with employees to assist Mizkan America, Inc. in lawfully communicating its position to employees in conjunction with an organizing campaign conducted by UFCW Local 227 related to Mizkan's Owensboro, Kentucky facility. The payments were made to Cannon Labor Relations, LLC for work performed by Ken Cannon and included payment for Mr. Cannon's time as well as expenses incurred, such as travel-related expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2021-10-01
form_agreement: Oral
explanation:
THE AMOUNT REPORTED ABOVE WAS A BUSINESS REIMBURSEMENT PAID TO A BUSINESS AGENT OF THE TUCKPOINTERS LOCAL 21 FOR THE BENEFIT OF THE TUCKPOINTER LOCAL 52 PROMOTIONAL TRUST. THIS PAYMENT IS BEING REPORTED BECAUSE IT IS A FINANCIAL TRANSACTION BETWEEN AN EMPLOYER AND A UNION BUSINESS AGENT.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2022-04-09
form_agreement: Oral
explanation:
THE AMOUNT REPORTED ABOVE WAS PAID TO A BUSINESS AGENT OF THE TUCKPOINTER LOCAL 21 FOR THE BENEFIT OF THE AGENT OF THE TUCKPOINTER LOCAL 52 PROMOTIONAL TRUST NAMED ABOVE. THIS PAYMENT WAS MADE IN THE NORMAL COURSE OF BUSINESS FOR THE TUCKPOINTER LOCAL 52 PROMOTIONAL TRUST. THIS PAYMENT IS BEING REPORTED BECAUSE IT IS A FINANCIAL TRANSACTION BETWEEN AN EMPLOYER AND A UNION BUSINESS AGENT.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2021-09-01
form_agreement: Oral
explanation:
THE AMOUNTS REPORTED ABOVE WERE BUSINESS REIMBURSEMENTS PAID TO A BUSINESS AGENT OF THE TUCKPOINTERS LOCAL 21 FOR THE BENEFIT OF THE TUCKPOINTER LOCAL 52 PROMOTIONAL TRUST. THESE PAYMENTS ARE BEING REPORTED BECAUSE THEY ARE FINANCIAL TRANSACTIONS BETWEEN AN EMPLOYER AND A UNION BUSINESS AGENT.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-08-03
form_agreement: Both
explanation:
We hired this organization to help us explain to our workforce of truck drivers, who were at the time contemplating organizing and being represented by Local 179 (Teamsters), how unions work, how the process of certification works, etc. The company sent us bills upon completion of the voting process and we paid them.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-08-03
form_agreement: Both
explanation:
We hired this organization to help us explain to our workforce of truck drivers, who were at the time contemplating organizing and being represented by Local 179 (Teamsters), how unions work, how the process of certification works, etc. The company sent us bills upon completion of the voting process and we paid them. This is the company we originally hired and related to the same work, we received a separate invoice from Labor Information Services, Inc., pursuant to which we paid the same person for the same work as was reflected in the invoices we paid to this company.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: PRESIDENT
date_of_agreement: 2021-09-10
form_agreement: Both
explanation:
Engaged LRI Consulting Services to educate employees regarding exercising their right to organize and bargain collectively $375 per hour plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2022-01-10
form_agreement: Oral
explanation:
The purpose of the engagement and payments with this consultant was to help Management of Step Up craft language about the unionization process which language was ultimately disseminated to Step Up's employees. While the purpose was not to persuade such employees to take, or not take, any particular action, such communications may have expressed Management's belief that unionization was not in the best interest of the Company. Accordingly, this consultant's work indirectly contributed to a communication that may be deemed to have persuaded employees, although such consultant's contribution was not to this end and such communication to this end would have been by Management independent and separate from the consultant's contribution to the communication.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Oral Agreement for hourly payments for consulting services, including meetings with employees to educate on the National Labor Relations Act and answer questions regarding unionization.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Oral Agreement for hourly payments for consulting services, including conducting meetings with employees to educate on the National Labor Relations Act and answer questions regarding unionization.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2021-02-24
form_agreement: Oral
explanation:
1. to persuade employees to exercise or not to exercise, or persuade employees as to the manner of exercising, the right to organize and bargain collectively through representatives of their own choosing; or 2. to supply an employer with information concerning the activities of employees or a labor organization in connection with a labor dispute involving such employer, except information for use solely in conjunction with an administrative or arbitral proceeding or a criminal or civil judicial proceeding.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Recording Secretary
date_of_agreement: 2021-08-09
form_agreement: Written*
explanation:
Reimbursement of mileage and lost wages to attend meetings of the Board of Trustees. Reimbursement of expenses and lost wages incurred for attending an International Foundation Seminar February 19 - 24, 2022.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2021-07-01
form_agreement: Written*
explanation:
These payments represent the fair market value of the rental space at the main office and three satellite offices, receptionist and assistant's salaries and benefits for the proportion of the salary directly related to the MEA Benefits Trust business, direct costs including postage, telephone, supplies, and printing and indirect costs including equipment depreciation and administrative overhead. Also included is a portion of the local field staff salaries and benefits for the work directly on behalf of the Mea Benefits Trust.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2020-07-10
form_agreement: Oral
explanation:
Meet and communicate with employees in a group setting to explain the NLRB Act. This included information, explanation, and education of the National Labor Relations Act, how unions work, and the voting process of secret ballots.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2019-07-10
form_agreement: Written*
explanation:
Engaged to communicate to employees in Fort Mill, SC regarding their rights to organize and bargain collectively.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Both
explanation:
In its fiscal year 2022 (June 1, 2021 - May 31, 2022) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following payments. Pursuant to Section 29.B.1. of the CBA (at p. 453), the Company deducts, from the pay of pilots who have voluntarily signed check-off forms requesting such deductions, amounts for the purpose of purchasing insurance products through ALPA. The Company then remits the amounts so deducted to ALPA on a monthly basis. The total amount of such deductions remitted to ALPA in fiscal year 2022 was $9,642,889. See Attachment B for a description of each remittance made in fiscal year 2021.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Written*
explanation:
In its fiscal year 2022 (June 1, 2021 - May 31, 2022) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following monthly payments. Pursuant to Section 27.I.2 of the CBA (at page 407) ALPA established, sponsors and maintains a Voluntary Employees' Beneficiary Association (VEBA) to provide Post-Medicare Retiree Health Benefits for pilots who retire on or after January 1, 2008, to replace a similar benefit previously provided by the Company. Pursuant to Section 27.I.3 of the CBA (Attachment A page 407), the Company made monthly contributions to the VEBA in the amount of $1.00 per paid credit hour for each pilot on the seniority list. This payment of $1.00 per paid credit hour is contributed to the VEBA instead of being paid to the pilot. The total amount of such monthly payments remitted to ALPA in fiscal year 2022 was $7,854,793. See Attachment C for a description of each payment made in fiscal year 2022.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2015-11-02
form_agreement: Oral
explanation:
The Company verbally agreed to purchase airline tickets for Company pilots engaged in ALPA business. ALPA then fully reimburses the Company for such purchases. The Company believes that ALPA receives a material savings on its air travel expenses as a result of this verbal agreement but is unable to determine the amount of such savings. In fiscal year 2022, the total amount of airline tickets purchased by ALPA under this verbal agreement was $183,089.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Written*
explanation:
In its fiscal year 2022 (June 1, 2021 - May 31, 2022) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following payments. An ALPA Flight Pay Loss Bank has been established pursuant to Section 18.C. of the CBA. The ALPA Flight Pay Loss Bank is utilized for ALPA to reimburse the Company for compensation paid by the Company to its pilots who are engaged in ALPA business. Pursuant to Section 9.A.3. of the CBA, if a management pilot flies a trip and it is not possible to identify the line pilot who would have been entitled to compensation for that trip, then a calculated value for that trip is credited to the ALPA Flight Pay Loss Bank and offsets amounts owed by ALPA to the Company for compensation paid by the Company to its pilots who are engaged in ALPA business. The total amount credited to the ALPA Flight Pay Loss Bank in fiscal year 2022 was $145,999.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-01-20
form_agreement: Oral
explanation:
Verbal agreement with client to include standard consultant rate plus usual and customary travel expenses.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-05-18
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included conducting classes to educate employees regarding exercising their rights to organize and bargain collectively.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-10-14
form_agreement: Written*
explanation:
Performance Food Group engaged the services of LRI Consulting Services, Inc. to assist with a decertification petition.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-06-09
form_agreement: Written*
explanation:
Armstrong Ambulance retained International Labor relations Group/Sparta Solutions as a consulting group to help answer questions that staff may have regarding unions.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Founder and CEO
date_of_agreement: 2021-06-17
form_agreement: Oral
explanation:
Payment made for educational services that, among other things, pertained to rights under the NLRA. This training was provided to employees by the consultant.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
REIMBURSEMENT FOR EXPENSES AT AN EDUCATIONAL CONFERENCE HELD IN CONJUNCTION WITH THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS AND OTHER EMPLOYEE BENEFIT CONFERENCES.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-05-10
form_agreement: Oral
explanation:
Ronn English (English) provided independent labor consulting services to ITW Food Equipment Group LLC (ITW) between approximately March 8, 2021 and April 11, 2021, including providing employees at ITWs Pleasanton, California facility with information pertaining to NLRB representation election procedures. On May 10, 2021, Kulture Consulting, LLC invoiced ITW for the professional services English performed between March 8, 2021 and April 11, 2021 and reimbursable expenses, totaling $9,348.10. ITW paid Kulture Consulting, LLC by check on May 10, 2021. no other payments were promised or made by ITW with respect to these independent labor consulting services during the reporting period.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2010-07-01
form_agreement: Oral
explanation:
Per agreement between Columbia University and Local 2110, the Union is allocated office space including utilities.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: 1199/Support Staff Association
date_of_agreement: 2010-07-01
form_agreement: Oral
explanation:
Per agreement between Columbia University and the 1199/Support Staff Association, the Union is allocated office space including utilities.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-01-13
form_agreement: Written*
explanation:
OWENSBORO ELECTRICAL JATC (OEJATC) PAYS TO STORE DOCUMENTS AT THE OFFICES OF IBEW LOCAL UNION #1701 IN ADDITION TO FACILITY RENT FOR CONTINUING EDUCATION COURSES TAUGHT AND THESE ARE PAID AS THEY ARE BILLED FROM IBEW #1701 WHICH IS MOSTLY MONTHLY. IN ADDITION, OEJATC REIMBURSES IBEW #1701 FOR SERVICES PROVIDED FOR WEEKLY CLERICAL WORK OF OEJATC BASED ON TIME EXTENDED BY THE EMPLOYEE OF IBEW #1701.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-02-09
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included providing information to management and employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered questions.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-04-11
form_agreement: Oral
explanation:
Independent labor consultant firm was retained in response to union organizing efforts including to provide employees education on their rights under National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-04-22
form_agreement: Written*
explanation:
Employed on a per diem basis during the fiscal year. Advised management on their legal rights and obligations under the NLRA; met with employees to provide information only when management was unavailable to do so.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-03-15
form_agreement: Written*
explanation:
Hourly rate plus reasonable travel expenses for providing educational training to various employees.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship of annual clay shoot/golf. Sponsorship included sign featuring company name/logo at shooting station. No participants included with sponsorship.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: LRI Consulting Services Inc.
date_of_agreement: 2020-12-09
form_agreement: Written*
explanation:
Payments were made to meet with our employees to educate them about unions and to persuade them not to vote for a union to be their representative.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Labor Organization
form_agreement: Oral
explanation:
Cub donated $750 in Cub gift cards to UFCW Local 1189 for them to use as raffles at their Minnesota State Fair booth.


activity_code: ITEM 8.e.
activity_type: Both
form_agreement: Oral
explanation:
Payment to The Labor Pros for expenses and services provided during union campaigns and/or employee training at various facilities.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent consultant
date_of_agreement: 2021-10-26
form_agreement: Written*
explanation:
Payment on a fee-for-service basis at an hourly rate of $425, plus reasonable and customary expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Principal
date_of_agreement: 2021-11-23
form_agreement: Oral
explanation:
Sessions were to EDUCATE only and NOT "persuade" employees on the NLRA and related laws. Payment was made to MSC per a Daily rate verbal agreement between MSC and GFP Mobile Mix Supply.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2017-02-03
form_agreement: Written*
explanation:
Pursuant to collective bargaining agreement in effect 12/2/2021 through 9/30/2024, McLaren Flint provides office space on the Employer's premises to AFSCME Non-Technical Local 2650, free of charge. The annual lease value of such space is $4,865.40.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2021-07-01
form_agreement: Written*
explanation:
Pursuant to collective bargaining agreement in effect from 07/01/2021 through 04/30/2025, McLaren Flint provides office space on the Employer's premises to International Brotherhood of Teamsters Local 332, free of charge, the annual lease value of such space is $1,963.50.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-09-16
form_agreement: Written*
explanation:
For Labor Relations education, providing informational services about he National Labor Relations Act and providing information to our staff about Labor Unions and the NLRA.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Gerald O'Brien, Labor Consultant
date_of_agreement: 2021-07-15
form_agreement: Oral
explanation:
JSP Resins LLC hired CACR Labor Education Services to provide a consultant who met with employees to explain their rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: INDEPENDENT LABOR CONSULTANT
date_of_agreement: 2021-10-04
form_agreement: Oral
explanation:
SEMPER FI EXPRESS, LLC WAS CONTACTED BY WILLIAM WHEELER FROM THE ABOVE ORGANIZATION. HE HAD STATED THAT HE COULD ASSIST OUR COMPANY DURING THE ORANIZATIONAL DRIVE. WE ACCEPTED HIS OFFER IN OCTOBER, 2021.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-11-20
form_agreement: Oral
explanation:
Quest Consulting provided Jeld-Wen with human resources and labor relations consulting services. In providing such services, Quest engaged in legal and direct communication with Jeld-Wen employees with respect to their rights under the National Labor Relations Act. Jeld-Wen orally agreed to provide Quest Consulting with an hourly rate plus expenses for the services provided by Quest Consulting.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Consultant
date_of_agreement: 2021-06-21
form_agreement: Oral
explanation:
This organization was referred to by our HR Legal Council. The goal was to educate staff on the process of collective bargaining.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: IBEW Local 2230 Union President
date_of_agreement: 1900-01-01
form_agreement: Oral
explanation:
FY2021: Provided the IBEW Union President office space at the Laboratory's Upton NY site. The Laboratory provided the Union with a telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: IBEW Local 2230 Union President
date_of_agreement: 1900-01-01
form_agreement: Oral
explanation:
FY2022: Provided the IBEW Union President office space at the Laboratory's Upton NY site. The Laboratory provided the Union with a telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-07-01
form_agreement: Written*
explanation:
The University provided office space to the union on the University's premises. The value is relative to the union's use of approximately 150 square feet at $14.06 per square foot.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-07-01
form_agreement: Written*
explanation:
The University provides office space to the Union on University premises. The value is relative to the union's use of the approximate 130 square feet at $14.06/ square foot.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-13
form_agreement: Written*
explanation:
There were no oral agreements made. A written request was sent to Sierra Investment Partner, Inc.'s corporate office requesting sponsorship.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Managing Partner
date_of_agreement: 2022-11-02
form_agreement: Written*
explanation:
Payment for services to interact with employees to evaluate concerns and persuade them to vote no in the upcoming NLRB election.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Admin, Business Rep
explanation:
Reporting employer sponsored a gold outing that was organized by IUEC Local 2 to raise funds for diabetes research. The check was paid to their IUEC Local 2 Organization for Diabetes Research.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President-CEO
date_of_agreement: 2021-06-07
form_agreement: Written*
explanation:
Permanent Solutions Labor Consultants, Inc. (PSLC) is an international labor relations and human resource consulting firm specializing in maintaining a union free work environment.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Labor Consultant
date_of_agreement: 2021-05-03
form_agreement: Oral
explanation:
The payments were made for the following services: Conduct employee and supervisory group meetings to inform and educate participants about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-08-16
form_agreement: Oral
explanation:
Engaged to educate employees regarding exercising their rights to organize and bargain collectively.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-11-11
form_agreement: Written*
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the November 11, 2021, collective bargaining agreement as follows: "The Laboratories agrees to continue to provide office space, telephone services, and access to computing services for use by the Sandia employee Union Official."


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-03-04
form_agreement: Written*
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the March 4, 2021, collective bargaining agreement as follows: "The Laboratories agrees to provide office space, telephone services, and access to computing services for use by Sandia employee Union Officials."


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2019-11-23
form_agreement: Written*
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the November 23, 2019, collective bargaining agreement as follows: For the life of this agreement, the Laboratories agrees to provide office space, telephone services, and access to computing services for use by Sandia Employee Union Representatives.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2018-07-28
form_agreement: Written*
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the July 28, 2018, collective bargaining agreement as follows: "The Laboratories agrees to continue to provide office space, telephone services, and access to computing services for use by the Sandia employee Union Official."


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2017-10-10
form_agreement: Written*
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the October 10, 2017, collective bargaining agreement as follows: "The Laboratories agrees to provide office space, telephone services, and access to computing services for use by Sandia employee Union Officials."


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2014-12-01
form_agreement: Written*
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the December 1, 2014, collective bargaining agreement as follows: For the life of this agreement, office space will continue to be provided, similar to that currently provided, for the Executive Board Officers by the Laboratories; (in addition to the physical space, the Laboratories agrees to assume any related maintenance costs of the space to include but not limited to custodial and utilities)For the life of this agreement, the Laboratories agrees to provide office space, telephone services, and access to computing services for use by Sandia Employee Union Representatives. For the life of this agreement, the Union Designee will continue to be provided by the Laboratories the following: Desk, shelves and filing cabinets; Telephone, e-mail, voicemail and other communication methods SNL may use in the future (call on the phone and fax lines are limited to local calls only); A computer, printer, and software compatible with software used by Employee and Labor Relations


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2014-10-01
form_agreement: Written*
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the October 1, 2014, collective bargaining agreement as follows: "The Laboratories agrees to continue to provide office space, telephone services, and access to computing services for use by the Sandia employee Union Official."


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-11-12
form_agreement: Written*
explanation:
For an hourly rate of pay and reimbursement of reasonable and customary travel expenses, Reliant Labor Consultants conducted live and remote educational meetings and presentations on rights and procedure under the National Labor Relations Act, collective bargaining, and union representation with employees at Maine Medical Center.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11/9/21- $300 payment was for the IBEW/NECA, 40th annual operation Christmas Basket event, purchased 30 raffle books at $10 each. 10/15/21-$3,600 payment was for an IBEW/NECA Golf Tournament 10/15/21-$2,300 payment was for raffle tickets at the IBEW/NECA Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
Consistent with the Firm's client development and entertainment practices, the above-mentioned holiday gifts were provided to Mr. Mulgrew of the United Federation of Teachers. There were no services rendered or promised in exchange for these holiday gifts. These items were provided for personal use and in no way benefitted the United Federation of Teachers as an organization.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Counsel
explanation:
Consistent with the Firm's client development and entertainment practices, the above-mentioned holiday gifts and meal were provided to Ms. Norton of the United Federation of Teachers. There were no services rendered or promised in exchange for these holiday gifts and this meal. These items were provided for personal use and in no way benefitted the United Federation of Teachers as an organization.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
explanation:
Consistent with the Firm's client development and entertainment practices, the above-mentioned holiday gift was provided to Mr. Garrido of District Council 37. There were no services rendered or promised in exchange for this holiday gift. This item was provided for personal use and in no way benefitted District Council 37 as an organization.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Managing Partner
date_of_agreement: 2022-11-16
form_agreement: Written*
explanation:
Consulting services rendered including travel reimbursement expenses. Included in the above payments was an overpayment in the amount of 3,134 that will be refunded to George T. Wilkinson, Inc. The overpayment was due to paying the original retainer paid on 11/18/22.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2021-04-16
form_agreement: Oral
explanation:
Periodic payments were made for meetings help with employees on an as-needed basis to answer their questions about an NLRB election petition and to inform them of their rights under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: BUSINESS MANAGER
date_of_agreement: 2022-09-23
form_agreement: Both
explanation:
WE RECEIVED AN INVITATION TO PARTICIPATE IN THE 20TH ANNUAL PETER A REILLY JR INVITATIONAL GOLF TOURNAMENT TO BE HELD SEPTEMBER 30, 2022 AT THE GILLETTE RIDGE GOLF CLUB IN BLOOMFIELD, CT. WE AGREED TO BE A $600 SILVER SPONSOR TO BENEFIT THE SCHOLARSHIP FUND. WE MAILED A CHECK PAYABLE TO THE IRONWORKERS LOCAL UNION 15 SCHOLARSHIP FUND.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2022-07-15
form_agreement: Written*
explanation:
Payments were made for the services provided, specifically listed in Appendix A of the agreement made on July 15, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
No written agreement or requirement to pay. On January 24, 2022, payment of $500.00 was made by check payable to William Candelori Testimonial Dinner Committee for commemoration in the retirement book for IUPAT General Vice President William Candelori.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-06
form_agreement: Oral
explanation:
No written agreement or requirement to pay. On April 6, 2022, payment of $500.00 was made by check payable to Local 40 Special Events for sponsorship of Local 40s Annual Golf Outing held on May 14, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-09-22
form_agreement: Oral
explanation:
No written agreement or requirement to pay. On September 22, 2022, payment of $750.00 was made by credit card to Union Histories for commemorative ad in the History Book of the 100-Year Anniversary of Iron Workers Local 361 held on October 22, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President/Business Manager
date_of_agreement: 2018-10-20
form_agreement: Oral
explanation:
Paid per meeting only if attended, for monthly Board meeting and assigned meetings, benefits individual only.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. $300 represents a payment for a half page ad in the program for the Detroit Police Officers Association's annual fundraising endeavor. 2. $500 represents sponsorship of a hole at the annual golf tournament.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: IUE-CWA Local 83-711
date_of_agreement: 2021-11-01
form_agreement: Oral
explanation:
Inteva Products LLC provides IUE-CWA Local 83-711 an office space, dedicated phone lines and the use of computer for Union business within the Gadsden facility. Market rate for office rental is $9.80 per square foot. The Union office space is 710 square feet.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER
date_of_agreement: 2022-08-08
form_agreement: Oral
explanation:
WE RECEIVED AN INVITATION TO PARTICIPATE IN THE 20TH ANNUAL PETER A. REILLY INVITATIONAL GOLF TOURNAMENT TO BE HELD SEPTEMBER 30, 2022, AT THE GILLETTE RIDGE GOLF CLUB IN BLOOMFIELD, CT. WE AGREED TO BE A $500 TEE SPONSOR TO BENEFIT THE SCHOLARSHIP FUND. WE MAILED A CHECK TO THE IRONWORKERS LOCAL UNION 15 GOLF COMMITTEE 49 LOCUST STREET, HARTFORD, CT 06114.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2022-07-26
form_agreement: Oral
explanation:
WE RECEIVED AN INVITATION TO BECOME A SPONSOR AT THE 2ND ANNUAL JEFF MERROW MEMORIAL CHARITY GOLF OUTING TO BE HELD AUGUST 24, 2022, AT TUNXIS PLANTATION COUNTRY CLUB, 89 TOWN FARM ROAD, FARMINGTON, CT. WE AGREED TO BE A $500 BRONZE SPONSOR TO BENEFIT THE SCHOLARSHIP FUND. WE MAILED A CHECK PAYABLE TO CSBT, 100A OLD FORGE ROAD, ROCKY HILL, CT 06067.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2022-08-31
form_agreement: Oral
explanation:
WE RECEIVED AN INVITATION TO PARTICIPATE IN THE 98TH GENERAL CONVENTION OCTOBER 5TH-7TH, 2022 AT MOHEGAN SUN, UNCASVILLE, CT. WE AGREE TO BE A GOLD SPONSOR. WE MAILED A CHECK PAYABLE TO CONNECTICUT STATE BUILDING TRADES COUNCIL, 78 BEAVER ROAD, SUITE 2D, WETHERSFIELD, CT 06109.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2022-04-22
form_agreement: Oral
explanation:
WE RECEIVED AN INVITATION TO BE A SPONSOR FOR THE 2022 LOCAL 478 SCHOLARSHIP AWARDS. WE AGREED TO BE A PLATINUM SPONSOR AND MAILED A CHECK TO THE LOCAL 478 EDUCATION TRUST AT 1965 DIXWELL AVENUE, HAMDEN, CT 06514


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: EVENT CO-CHAIRMAN
date_of_agreement: 2022-04-22
form_agreement: Oral
explanation:
WE RECEIVED AN INVITATION FROM THE LOCAL 478 CHARITIES TO PARTICIPATE IN THE FORTY SECOND ANNUAL CHARITY GOLF TOURNAMENT JULY 14, 2022, AT OXFORD GREENS GOLF CLUB, 99 COUNTRY CLUB ROAD, OXFORD, CT. WE AGREED TO BE A $300 TEE SPONSOR AND ONE GOLFER for $275. WE SENT A CHECK PAYABLE TO LOCAL 478 CHARITIES TO 1965 DIXWELL AVENUE, HAMDEN, CT 06514.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor Relations Consultants
date_of_agreement: 2022-04-06
form_agreement: Oral
explanation:
The total amount paid $234,956 includes the items described on the attached invoices received from Quest Consulting, Inc. for airfare, lodging, meals and auto. The purpose of their visits to our Visalia, CA facility was to assess the employee relations situation, inform employees of their Section 7 rights and answer questions, counsel management on options, prepare communication and materials, train supervisors on understanding NLRB procedures and respond to campaign issues properly.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2022-10-25
form_agreement: Oral
explanation:
Mr. Ison, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Assistant Administrator
date_of_agreement: 2022-07-31
form_agreement: Oral
explanation:
Ms. King, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Deveraeux) shared meals during the year while discussing Pension business. The aggregate total of these items exceeded $250 during the fiscal year ending 12/31/22.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Administrative Manager
date_of_agreement: 2022-07-31
form_agreement: Oral
explanation:
Mr. Ray, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Deveraeux) shared meals during the year while discussing Pension business. The aggregate total of these items exceeded $250 during the fiscal year ending 12/31/22.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2022-10-25
form_agreement: Oral
explanation:
Mr. Williams, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2022-10-25
form_agreement: Oral
explanation:
Mr. Ballou, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2022-10-25
form_agreement: Oral
explanation:
Mr. Burcham, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2002-10-25
form_agreement: Oral
explanation:
Mr. Tsareff, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2002-10-25
form_agreement: Oral
explanation:
Mr. Whicker, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2022-10-25
form_agreement: Oral
explanation:
Mr. VanTries, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-03-08
form_agreement: Oral
explanation:
Company agreed to cover cost of room rental for negotiations. Payments were made directly to establishment where negotiations were held. Seasons Gastropub c/o Banquet Manager - Patty Edwards.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Agent
form_agreement: Oral
explanation:
Company agreed to cover the cost of room rental cost for 2022 negotiations. Payments made to venue Veterans Terrace General Manager - Beth Reetz. No specific date of agreement recorded. Company agreed to provide product donation for Burlington Christmas parade to be distributed by Teamsters members. This was verbally agreed to on 12/2/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
05-18-2022 - Expenditure was donation of property to support cost of an annual charity golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required per 8a. 05-18-2022 - Expenditure was payment/donation to support cost of an annual charity golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required per 8a.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-01-14
form_agreement: Written*
explanation:
Educate Employees about the myths and realities of union representation so they can decide what is right for them


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
03/02/2022- Expenditure was payment/donation to support picnic for members and their families. Attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of picnic. Reported as required by 8a. 07/17/2022 - Expenditure was payment/donation to support cost of golf, meals, and hole sponsorship of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization in 9d, but supported cost of golf outing attended by numerous persons. Reported as Required by 8a. 11/02/2022 - Expenditure way payment/donation to support a children's holiday party, which was organized by a charitable organization sponsored by Local Union No. 38. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of children's holiday party attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
03/17/2022 - Expenditure was donation/payment to support the cost of golf, sponsorship, and meals of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of picnic. Reported as required by 8a. 07/14/2022- Expenditure was donation of property to support cost of golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of gold outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
04/13/2022 - Expenditure was payment/donation to support cost of golf, meals and hole sponsorship at an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required per 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
04/21/2022 - Expenditure was payment/donation to support cost of meals, activities, and advertising at annual festival attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of festival attended by numerous persons. Reported as required by 8a. 05/05/2022 - Expenditure was payment/donation to support cost of golf and meals of an annual golf outing attending by numerous persons put on by charitable organization sponsored by Iron Workers' Local No. 25. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 06/28/2022 - Expenditure was donation of property to support cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 07/6/2022 - Expenditure was donation of property to support cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
05/04/2022 - Expenditure was payment/donation to supply meals for various construction workers and other numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of meals for numerous persons. Reported as required by 8a. 05/05/2022 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship at an annual golf outing hosted by charitable organization sponsored by Local 98 and attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 07/06/2022 - Expenditure was donation of property to support the cos of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 12/15/2022 - Expenditure was payment/donation to support cost of awards ceremony attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of awards ceremony attended by numerous persons. Reported as required per 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
05/05/2022 - Expenditure was payment/donation to support cost of meals, golf, and hole sponsorship at an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
05/12/2022 - Expenditure was payment/donation to support cost of golf, meals, and sponsoring at golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 07/12/2022 - Expenditure was donation of property to support cost of golf outing attending by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
05/16/2022 - Expenditure was payment/donation to support cost of golf, meals, hole sponsorship at annual charity golf outing attended by numerous persons. Proceeds were donated to local charity. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
5/20/2022 - Expenditure was payment/donation to support cost of golf and meals for annual golf outing hosted by non-profit, charitable 501(c)(3) organization sponsored by Local 166. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of golf outing attended by numerous persons. Reported as required per 8a. 12/29/2022 -- Expenditure was payment/donation to support cost of various welding and skills contests open to apprentices and high school students and attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of costs attended by numerous persons. Reported as required per 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
07/14/2022- Expenditure was payment/donation to support cost of golf, meals, and sponsorship at annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of golf outing attended by numerous persons. Reported as required per 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
08/22/2022 - Expenditure was donation of property to support event benefiting Retiree Club. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of motorcycle ride attended by numerous persons. Reported as required per 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
09/07/2022 - Expenditure was donation of property to support the cost of annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of golf outing attended by numerous persons. Reported as required per 8a.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-07-16
form_agreement: Oral
explanation:
Payment was made to Greer Consulting, Inc. under the terms of an oral agreement to provide employees with information concerning their rights under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Secretary/Treasurer
form_agreement: Oral
explanation:
Company agreed to pay wages to Union Stewards for special meetings to discuss new potential scheduling for factory. Carmen Bechel paid $182.00 on 4/4/22 and 6/3/22. Keith Mark paid $137.00 on 6/3/22,6/6/22, 6/9/22,6/14/22,6/16/22,6/23/22,6/28/22,7/29/22,8/22/22, 8/23/22, and 9/16/22. Scott Walker was paid $93.00 on 6/3/22, 6/6/22, 6/16/22, 6/28/22, 8/15/22 and 8/29/22.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
PAYMENTs FOR ADVERTISEMENT IN PROGRAM BOOKLET. NO SERVICES WERE PROVIDED AS A RESULT OF THE PAYMENT. THE LABOR UNION DID NOT BENEFIT FROM THE PAYMENT. COST OF ADVERTISEMENT USED TO DEFRAY THE COSTS OF THE BANQUEST PROGRAM BOOK.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
PAYMENT FOR SPONSORSHIP OF HOLE AT GOLF EVENT. NO SERVICES WERE PROVIDED AS A RESULT OF THE PAYMENT. THE LABOR UNION DID NOT BENEFIT FROM THE PAYMENT. COST OF SPONSORSHIP USED TO DEFRAY THE COSTS OF EVENT.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
PAYMENT FOR SPONSORSHIP OF HOLE AT GOLF EVENT. NO SERVICES WERE PROVIDED AS A RESULT OF THE PAYMENT. THE LABOR UNION DID NOT BENEFIT FROM THE PAYMENT. COST OF SPONSORSHIP USED TO DEFRAY THE COSTS OF THE GOLF EVENT.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-11-28
form_agreement: Oral
explanation:
Agreement is made to provide professional consulting services to inform and educate employees about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-04-08
form_agreement: Both
explanation:
Fundraiser for Community Affairs Fund to support youth sports, athletic scholarships, and local charitable organizations.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-12-27
form_agreement: Written*
explanation:
Engaged consultant to educate employees regarding exercising their rights to organize and bargain collectively. Agreement was previously submitted.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2021-11-23
form_agreement: Written*
explanation:
Payment was made for employee educational and informational meetings, correspondence and participation in NLRB hearing.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2016-01-01
form_agreement: Both
explanation:
Pursuant to written agreement with union for office space, positive space airline travel and lodging, transportation, per diem and misc. expenses during Section VI CBA negotiations. The office space was exclusively for union business and travel was exclusively related to union matters.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2016-01-01
form_agreement: Written*
explanation:
Pursuant to written agreement with the union for office space and Section VI CBA negotiation expenses. The office space was exclusively for union business.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
On October 15, 2022, we sponsored the 125th anniversary for the International Union of Elevator Constructors Local 2. Pursuant to section 203(a) of the LMRDA, we are reporting this payment made to a labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
On July 9, 2022, we sponsored the 16th Annual Local No. 7 Charity Golf Tournament and on October 4, 2022, the NY Labor Health Care Alliance Benefit Seminar Golf Tournament. Pursuant to section 203(a) of the LMRDA, we are reporting these payments made to a labor organization.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2021-05-05
form_agreement: Written*
explanation:
The consultant was engaged to deliver information and education to employees about rights under the NLRA generally.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
NO SERVICES WERE RENDERED OR PROMISED FOR THE EXPENDITURE MADE. PAYMENTS WERE MADE TO SUPPORT THE ORGANIZATION'S EVENTS


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
NO SERVICES WERE RENDERED OR PROMISED FOR THE EXPENDITURES MADE. PAYMENTS WERE MADE TO SUPPORT THE ORGANIZATION'S EVENT.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
NO SERVICES WERE RENDERED OR PROMISED FOR THE EXPENDITURE MADE. PAYMENT WERE MADE TO SUPPORT THE ORGANIZATION'S EVENT.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Mid-Atlantic Regional Joint Bd- Workers United for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to AID Another- Teamsters Local Union #822 for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to ANGBTC Special Projects for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Joint Council #73 Scholarship Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Local 891 IUOE Beneficiaries Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to New Jersey State AFL-CIO for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to PA State Building & Construction - Trade Council for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Teamsters Local 1150 Scholarship Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Teamsters Local 25 Autism Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to WU SE/SEIU Conference Party for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Assoc. of Benefits Admin. Inc (Sheet Metal Workers #25) for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to G Sonny Musso Local 641 Sponsorship Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship of educational conference (American Alliance Conference) with union-related participants. Event date: August 13-19, 2022


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-22
form_agreement: Oral
explanation:
1/22/2022 - Sponsorship of the IBEW-NECA Employee Benefits Conference. 4/02/2022 - Sponsorship of the IBEW Construction and Maintenance Conference. The registered investment advisor listed above as the reporting employer on this page provides services to the union organization named above.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-03-10
form_agreement: Oral
explanation:
3/10/2022 - Sponsorship of Golf Event for the NYC BCI Safety Fund. 9/12/2022 - Sponsorship of Building Contractors Association Annual Golf Outing. The registered investment advisor listed above as the reporting employer on this page provides services to the union organization named above.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-03
form_agreement: Oral
explanation:
Sponsorship of the NABTU Legislative Conference. The registered investment adviser listed above as the reporting employer on this page provides services to the union organization named above.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-10-15
form_agreement: Oral
explanation:
Sponsorship of the 125th Anniversary celebration. The registered investment adviser listed above as the reporting employer on this page provides services to the union organization named above.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International President
date_of_agreement: 2022-03-04
form_agreement: Oral
explanation:
03/04/2022 - Payment in relation to discussing business over dinner. 08/17/2022 - Sponsorship of a client event. 09/13/2022 - Payment in relation to discussing business over dinner. The registered investment advisor


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-11-04
form_agreement: Oral
explanation:
Payment was made for consulting services charged at an hourly rate plus lodging, meals, and auto. Services rendered include conducting meetings with employees and managers to explain their rights and responsibilities under the National Labor Relations Act and answer any questions regarding unionization.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2022-06-15
form_agreement: Written*
explanation:
"Payments were for professional services provided by Logic Labor Relations, LLC. Services included educational classes providing information to management and employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered questions."


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: UNION APPOINTED TRUSTEE
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
JAMES SCORDATO IS A UNION TRUSTEE FOR THE 1199 SEIU REGIONAL PENSION FUND. ALL PAYMENTS TO OR ON HIS BEHALF REPORTED IN ITEM 11 WERE FOR EXPENSES INCURRED IN ATTENDING MEETINGS OF THE BOARD OF TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND AND FOR ATTENDING THE LAS VEGAS CONFERENCE. SUPPORTING DOCUMENTATION WAS PROVIDED PRIOR TO PAYMENT OF SUCH REIMBURSEMENTS.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
TODD HOBLER IS A VICE PRESIDENT FOR THE 1199 SEIU REGIONAL PENSION FUND. ALL PAYMENTS TO OR ON HIS BEHALF REPORTED IN ITEM 11 WERE FOR EXPENSES INCURRED IN ATTENDING MEETINGS OF THE BOARD OF TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND. SUPPORTING DOCUMENTATION WAS PROVIDED PRIOR TO PAYMENT OF SUCH REIMBURSEMENTS.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment of $1,700 was made for corporate level sponsorship of the annual charity golf tournament held on September 14, 2022. Payment of $2,500 was made for sponsorship of the Oklahoma State Firefighters Association's annual convention. There was no written or oral agreement. The payments were voluntary.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2022-04-18
form_agreement: Written*
explanation:
Alliance LLC was retained by St. Luke's Health System to engage and educate employees regarding the National Labor Relations Act and National Labor Relations Board procedures and processes. Alliance LLC was paid an hourly rate to provide this training.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2022-04-27
form_agreement: Written*
explanation:
Healthcare Labor Solutions was retained by St. Luke's Health System to engage and educate employees regarding the National Labor Relations Act and National Labor Relations Board procedures and processes. Healthcare Labor Solutions was paid an hourly rate to provide this training.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor Consultant
date_of_agreement: 2021-12-17
form_agreement: Oral
explanation:
Conduct employee and supervisory meetings to inform and educate participates about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board such as procedures such as secret ballot elections, collective bargaining representation, and collective bargaining procedures, unfair labor practices and union rules and finances.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-06-10
explanation:
At the request of the local union, TIC International Corporation made a $650 cash donation for the July 16, 2022 golf outing. The donation represents a Team sponsorship and a prize donation of $100. The event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-06-20
explanation:
At the request of the local union, TIC International Corporation made a $650 cash donation for the July 30, 2022 golf outing. This donation represents a hole sponsorship of $250 and fees for four golfers $400. This event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-06-10
explanation:
At the request of the local union, TIC International Corporation made a $1,300 cash donation for the August 6, 2022 golf outing. This donation represents a Gold Sponsorship and a foursome. The event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-07-06
explanation:
At the request of the local union, TIC International Corporation made a $300 donation for the 8-6-22 golf outing. This donation represents a Silver sponsorship for a golf outing. This event was held for union members, contractors and other business associates


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-12
form_agreement: Oral
explanation:
Two UBS Financial Services Inc. (the "Firm") employees were solicited to sponsor a golf outing held by the IBEW Local 236 in Albany, New York. All proceeds from the golf outing were donated to the Disabled American Veterans, which is a 501(c)(3) tax-exempt charity. Both employees submitted sponsorship checks in the amounts of $2,500 and $1,000 respectively to the IBEW Local 236 Activity Fund.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
explanation:
06/23/2022 - Expenditure was donation to support to cost of golf, meals, and hole sponsorship of an annual charity golf outing attended by numerous persons the proceeds of which wen to charitable organization. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Report as required by 8a. 10/25/2023 - Expenditure was payment/donation to support cost of children's charity holiday party attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of children's charity holiday party attended by numerous persons. Report as required by 8a.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Expense 1 was a gift card provided to a union official under the Company's rewards and recognition program and is reportable because it does not meet the de minimis exemption due to expenses 2 and 3. Expense 2 was paid by the Company for lunch during a meeting with the Union. These payments are reportable because they do not fall into the de minimis exemption due to other expense. Expense 3 was paid by the Company to cover the cost of an arbitration hearing. The payment represents half of the Union's expense. These payments are reportable because they do not fall into the de minimis exemption due to other expenses.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Expenses 1-4 were paid by the Company for a 3-day labor conference in which Management and the Union Bargaining Committee attended. These expenses covered refreshments, bus transportation and dinner. These payments are reportable because they do not fall into the de minimis exemption. Expense 5 was paid by the Company for a negotiation prep meeting in which the Company supplied breakfast to officials of the United Auto Workers. These payments are reportable because they do not fall into the de minimis exemption.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Expense 1-3 were paid by the Company to cover the cost of arbitration hearings. These payments represent half of the Union's portion of expense. These payments are reportable because they do not fall into the de minimis exemption. Expense 4 was paid by the Company to cover the cost sending union representatives to an EAP conference. These payments are reportable because they do not fall into the de minimis exemption due to other expenses. Expense 5 was paid by the Company to cover the cost of EAP membership fees for union representatives. These payments are reportable because they do not fall into the de minimis exemption due to other expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-03-17
form_agreement: Oral
explanation:
Expense 1: Payment to independent labor consultant that provided educational meetings to supervisors and management, walked the plant floor and answered questions for employees in the Whitehall, MI facility regarding the process of unionization, the role of the NLRB and Collective Bargaining. These expenses are reportable under 8e. Expense 1: Payment to independent labor consultant that provided educational meetings to supervisors and management, walked the plant floor and answered questions for employees in the Canton, OH facility regarding the process of unionization, the role of the NLRB and Collective Bargaining. These expenses are reportable under 8e.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-05-10
form_agreement: Written*
explanation:
Office space in Portland, Oregon, is provided per Article 18P of the collective bargaining agreement between Horizon Air and the Aircraft Mechanics Fraternal Association which states: "Effective upon signing of this Agreement, the Company shall supply permanent suitable office space for the Union's use on the property at the Portland Maintenance Base (PDX) where the employees are located that is easily accessible by the employees." 10.a. reflects the date of the current contract. Previous contract was ratified on 12/16/2014 and had the same language regarding office space.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-01-20
form_agreement: Written*
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included educational classes providing information to management and employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information relating to the NLRB election process and collective bargaining; answered questions.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Employer Trustee
explanation:
05/31/2022 - reimbursement for allowable expenses for attendance at the International Foundation of Employee Benefit Plans Health Care Management Conference and Investment Institute


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee - Pension Fund
explanation:
10/11/2022 - reimbursement for airfare to attend the International Foundation of Employee Benefit Plans Trustees Masters Program and 68th Annual Conference 10/11/2022 - renumeration for allowable expenses to attend the International Foundation of Employee Benefit Plans Trustees Masters Program and 68th Annual Conference 11/22/2022 - reimbursement for allowable expenses to attend the International Foundation of Employee Benefit Plans Trustees Masters Program and 68th Annual Conference


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Secretary
explanation:
01/24/2023 - registration fee for the Segal Marco Advisors' 2023 Client Conference 01/25/2023 - allowable expense reimbursement for airfare to attend the Segal Marco Advisors' 2023 Client Conference


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
This payment was for a full-page advertisement in UFCW's Western States Council's "Person of the Year" Dinner Electronic Program Book.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-09-01
form_agreement: Written*
explanation:
Provide education and answers to employee questions; train leadership on rules and legal requirements


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2022-08-17
form_agreement: Oral
explanation:
We believe the payment is reportable because it is a payment from an employer to a labor organization and it does not qualify for any of the specified exclusions. The payment was made in connection with the Peter A. Reilly, Jr. Scholarship Golf Tournament held on September 30, 2022. The check totaling $1,800 covered the cost of golf, lunch, and dinner for 4 individuals and a tee sponsorship. No services were rendered or promised in exchange for our payment. We do not believe the organization listed in 9d specifically benefited from our payment.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
date_of_agreement: 2022-06-07
form_agreement: Oral
explanation:
We believe the payment is reportable because it is a payment from an employer to a labor union and it does not qualify for any of the specified exclusions. The payment was made in connection with a retirement gift for Richard Monarca, a labor union official. The payment totaling $280 covered the cost of four dozen golf balls. No services were rendered or promised in exchange for our payment. We do not believe the organization listed in 9d specifically benefited from our payment.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary
date_of_agreement: 2022-05-10
form_agreement: Oral
explanation:
We believe the payment is reportable because it is a payment from an employer to a labor organization and it does not qualify for any of the specified exclusions. The payment was made in connection with the New York New England States Conference Charity Golf Tournament held on June 9, 2022. The check totaling $350 covered the cost of a Sponsorship of a Hole. No services were rendered or promised in exchange for our payment. We do not believe the organization listed in 9d specifically benefited from our payment.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Employee
date_of_agreement: 2022-03-21
form_agreement: Oral
explanation:
The employee attended the Pulp & Paperworkers' Resource Council, which is an organization that supports the environmental matters in the pulp and paper industry.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Employee
date_of_agreement: 2022-03-14
form_agreement: Oral
explanation:
The employee accompanied the Company's Government Affairs Manager when they lobbied state legislators regarding a prepared production incentive program. The employee attended the Pulp and Paperworkers' Resource Council which is an organization that supports environmental matters in the pulp and paper industry.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Employee
date_of_agreement: 2022-03-14
form_agreement: Oral
explanation:
The employee attended the Pulp and Paperworkers' Resource Council and the Wood Fibre Council, which are organizations that support the paper industry.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Shirt sponsor for the UFCW & Employers Trust, LLC's 65th Anniversary Sapphire Celebration on November 1, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice General Chairman SMART GO-851
form_agreement: Oral
explanation:
These meal and beverage expenses were incurred in association with periodic meetings with designated legal counsel, who used these functions to entertain and discuss issues relevant to union employees, including their rights under the Federal Employer's Liability Act. Some of the expenses reported include meals and beverages shared between union officer and spouse or guest.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Ingalls Shipbuilding has provided use of one (1) office space at its facility at 1000 Access Road, Pascagoula, Mississippi 39567-4485 to the International Brotherhood of Electrical Workers, Local 733, AFL-CIO, with an estimated annual value of said use to be approximately $5,859.00.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Ingalls Shipbuilding has provided use of three (3) office spaces at its facility at 1000 Access Road, Pascagoula, Mississippi 39567-4485, to the Pascagoula Metal Trades Council, AFL-CIO, and/or to affiliates of the PMTC, with an estimated annual value of said use to be approximately $7072.00.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2021-02-08
form_agreement: Oral
explanation:
Oral agreement made through Kulture Consulting, LLC $3,500 per day, plus actual and reasonable expenses. No formal agreement relative to duration or amount of hours to be performed.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-08-05
form_agreement: Oral
explanation:
The company provided to the International Brotherhood of Boilermakers, Local 1998 400 small foam ships to include in registration bags and/or as door prizes for the Boilermakers' Industrial Sector Operations conference that was held in Las Vegas in August 2022. The ships were valued at $2.56 per piece for a total of $1,024.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The company provided the International Brotherhood of Boilermakers Local Lodge 1999 with the use of one hundred twenty-six square foot office space at its Norfolk facility in Norfolk, VA with used desk, chair and locking file cabinet. The office space has an estimated fair market value of $131.04 per month, or $1,729.20 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The company provided International Brotherhood of Boilermakers Local 1999, with the use of one hundred sixty-five square foot office space at its Harper Ave. facility in Portsmouth, VA with used desk, chair and locking file cabinet. The office space has an estimated fair market value of $178.20 per month, or $2138.40 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The company provided the International Brotherhood of Boilermakers Local 1999 with the use of one telephone at its Norfolk facility and one company provided cell phone (without camera) with basic service. The phone service has an estimated fair market value of $55 per month, or $660 per year.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-04-22
form_agreement: Written*
explanation:
Statement of Work to provide materials and consulting services to educate employees without interfering with protected rights.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-03-11
form_agreement: Oral
explanation:
Check for union dinner dance to celebrate 40th anniversary. Frequently Asked Question 31(a) addresses this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-18
form_agreement: Oral
explanation:
Prizes in the amount of $2,217.41 for Union's Dad's Day golf outing. Proceeds go to charity, Dollars Against Diabetes, at annual golf outing held July 11, 2022, Wedgewood Golf Course, Joliet, Illinois. Frequently Asked Questions No. 62(A) and 65 address this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-11
form_agreement: Oral
explanation:
Sponsored one hole at $100 each; golf cart for $300 and beverage cart for $100 for golf outing held September 10, 2022 at Nettle Creek, Morris, Illinois. Frequently Asked Question 21 addresses this situation. Frequently Asked Question 53 aggregate cost per person is deminimus, a not for profit charity.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-18
form_agreement: Oral
explanation:
Sponsored two holes at $135 each for golf outing held August 1, 2022 at the Kankakee Elks Country Club, St. Anne, Illinois. Per Frequently Asked Question 21 addresses this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-26
form_agreement: Oral
explanation:
Sponsored three holes for golf outing held June 26, 2022 at River Point Country Club, 6700 Country Club Road, Hobart, Indiana 46342. Per Frequently Asked Question 21 addresses this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-12
form_agreement: Oral
explanation:
Check for a gold page ad in union's commemorative booklet for union dinner dance held March 26, 2022 to celebrate 120th anniversary. Frequently Asked Question 31(a) addresses this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-06-13
form_agreement: Oral
explanation:
Firm purchased a Main Event Scholarship for Painters District Council No. 14 sponsored family picnic held August 21, 2022 at the Old Joliet Prison for members and their families. Food, soft drinks, games, small prizes, a clown, etc. The money is used to defray costs of the event. Is a widely attended event. Approximately 1,100 in attendance. Per Frequently Asked Questions 50 and 53, may not be reportable as it is less than $250 per member.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-03-08
form_agreement: Oral
explanation:
Sponsored hospitality suite at Union statewide meeting held March 8, 2022. FAQ 53, the aggregate cost per person is deminimis as it is less than $250.00 per person at a widely attended event. Sponsored Holiday Luncheon held December 22, 2022. FAQ 53, the aggregate cost per person is deminimis as it is less than $250.00 per person at a widely attended event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Member, Retirement Committee
date_of_agreement: 2022-05-10
form_agreement: Oral
explanation:
Brian August is a member of the Schwab Retirement Plan Services, Inc. ("RPS") Client Advisory Board ("CAB"). The purpose of the CAB is to create a forum for valuable feedback from RPS plan sponsor clients to inform areas of product priority and service enhancements for plan sponsors and their plan participants. The CAB meets quarterly, 3 times per year virtually, 1 time per year in person offsite. The amounts and descriptions in section 11 above are related to the 2022 annual in-person offsite meeting held May 10-12, 2022.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
12/31/2022 - Use of Office Space (1/1/2022 - 12/31/2022) 12/31/2022 - Use of Computer (1/1/2022 - 12/31/2022) 12/31/2022 - Use of Desk Telephone (1/1/2022 - 12/31/2022)


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2016-01-22
form_agreement: Both
explanation:
All office space and Board of Director expenditures, and meals provided to facilitate conducting union business.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2016-04-18
form_agreement: Both
explanation:
All office space, travel, and Board of Director expenditures provided to facilitate conducting union business.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chairman
date_of_agreement: 2022-09-30
form_agreement: Written*
explanation:
Team sponsorship to the Baton Rouge Building and Construction Trades Council AFL-CIO Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
The person identified in item 9.b. is the President with Teamsters Local Union No. 853. All amounts shown in item 11.b. represent the estimated value of food and beverages provided or made available to him by Northwest Administrators, Inc. in connection with the performance of his duties as an employee of the labor organization identified in item 9.d.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
The person identified in item 9.b. is a Business Agent with Teamsters Local Union No. 853. All amounts shown in item 11.b. represent the estimated value of food and beverages provided or made available to him by Northwest Administrators, Inc. in connection with the performance of his duties as an employee of the labor organization identified in item 9.d.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/ Business Manager /Financial Secretary
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Local 15 was afforded the use of a 92 square foot office inside the Braidwood Nuclear Generating Station valued at $1, 012 telephone valued at $300 and computer usage valued at $924 ($77 mo.) per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/ Business Manager/Financial Secretary
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Local 15 was afforded the use of a 193 square foot office space inside the Quad Cities Nuclear Generating Station valued at $2,123, telephone valued at $204 and computer usage valued at $984 ($82 mo.) per year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SECRETARY/TREASURER
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
MUTUAL AGREEMENT TO PROVIDE COMMUNICATION SUPPORT TO THE UNION HALL BUILDING AND OTHER CORNING-AREA PLANTS


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Charitable Contribution to Emergency Fund which is affiliated with the union identified above. I am in no way affiliated with or employed by this organization, but am unable to state that clearly in question 8. I am filling out this form, although I doubt it is necessary, out of an abundance of caution.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT, REGION 3
explanation:
04/26-29/2022 - CSEA OFFICER'S MEETING. Payment was for lodging, meals and miscellaneous entertainment expenses. New York Life Insurance Company underwrites Group Accident & Health insurance plans for the NY State Civil Service Employees Association members. This meeting was held to review the insurance plans.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: DIRECTOR, MEMBER ENGAGEMENT
explanation:
05/25-27/2022 - PEARL AGENT'S MEETING. Payment was for lodging, meals and miscellaneous entertainment expenses. New York Life Insurance Company underwrites Group Accident & Health insurance plans for the NY State Civil Service Employees Association members. This meeting was held to review the insurance plans.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: State Chairman
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
Mr. Boggs is a director for the Highmark West Virginia Inc. Board of Directors and a member of the Audit & Compliance Committee. He was also on the Nominating Committee in January. He receives a fee for each meeting as well as a retainer paid quarterly.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Sub-District Director
date_of_agreement: 2015-03-15
form_agreement: Written*
explanation:
2022 Contract Negotiation (1/2/2022 - 3/27/2022) Chavez, Guadalupe (GCGG1000425845) $21,903.00 Chavez, Jose (JCCY1000378351) $20,340.21 Ungo, Franklin (UNGF1000425790) $24,956.40 White, Brian(Bk) (BKWH1000361877) $24,369.78 Clack, Leland (LECL1000407809) $22,474.34 Gilmore, Juston (JGLI1000419847) $22,474.34 Hayes, Michael (MIPH1000361250) $23,728.47 Greenlee, Brian (BSGB1000368228) $52.15 Kanas D&A Visit Ungo, Franklin (UNGF1000425790) $1,827.00 Union business MOA Chavez, Guadalupe (GCGG1000425845) $1,069.00 7/31/2022 Chavez, Guadalupe (GCGG1000425845) $1,069.00 8/14/2022 Ungo, Franklin (UNGF1000425790) $1,827.00 8/14/2022 Clack, Leland (LECL1000407809) $606.18 8/14/2022 Gilmore, Juston (JGLI1000419847) $657.41 8/14/2022 Chavez, Gerardo (GCGF1000425824) $534.50 8/14/2022 White, Brian(Bk) (BKWH1000361877) $657.41 8/28/2022 Labor Management Committee Meeting Chavez, Guadalupe (GCGG1000425845) $1,176.00 10/9/2022 Clack, Leland (LECL1000407809) $606.18 10/9/2022 Ungo, Franklin (UNGF1000425790) $609.10 10/9/2022 Union Business Chavez, Guadalupe (GCGG1000425845) $534.50 10/23/2022 Garcia-Sanchez, Carlos (CGIY1000434993) $2,629.64 10/23/2022 Labor Management Committee Meeting Ramirez, Fernando (FRMM1000529261) $1,212.36 12/4/2022 Chavez, Guadalupe (GCGG1000425845) $534.50 12/4/2022 Clack, Leland (LECL1000407809) $606.18 12/4/2022 Ungo, Franklin (UNGF1000425790) $609.10 12/4/2022


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: IBEW Unit Chair
date_of_agreement: 2019-02-14
form_agreement: Written*
explanation:
Wages - 2022 Contract Negotiations 3/13/2022 Bossi, Jonathan (JEZX1000425947) $4,374.40 English, Sean (NGLI1000369218) $4,172.00 Fonseca, Carlos (CFQH1000534619) $3,974.40 Laracuente, Luisa (LARA1000544191) $3,974.40 Lemire, Frederic (FLIO1000539051) $4,372.00 Mcgirt, Terrence (EPPJ1000534673) $3,974.40 Page, Lawrence (LPCU1000405639) $4,172.00 Ramirez, Marisa (OHGL1000499054) $3,974.40 Thomas, Jamison (LXFN1000499084) $4,374.40 Kanas D&A Visit 7/31/2022 Lemire, Frederic (FLIO1000539051) $1,680.30


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager/ Secretary - Treasurer
date_of_agreement: 2019-04-16
form_agreement: Written*
explanation:
2022 Contract Negotiations 4/10/2022 Gutierrez, Manuel (MGQM1000425807) $4,214.40 King-Gardner, Jeffery (JKAV1000530836) $4,094.40 Lorz, Walt (WDLO1000353502) $4,753.60 Perez, Javier (JPOE1000534684) $3,974.40 2022 Contract Negotiations 4/24/2022 Gutierrez, Manuel (MGQM1000425807) $4,214.40 King-Gardner, Jeffery (JKAV1000530836) $4,094.40 Lorz, Walt (WDLO1000353502) $4,753.60 Perez, Javier (JPOE1000534684) $3,477.60


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
form_agreement: Oral
explanation:
Reimbursement of expenses incurred while attending semiannual board meetings and while attending meeting at Plan office.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Joint Health &amp; Safety Planning (New Bern - March) in New Bern, North Carolina from 03/01/2022 to 03/01/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (March) in Jackson, Mississippi from 03/21/2022 to 03/25/2022. Q1 PPRC Registration 03/21/2022 - 03/25/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (June) in Washington, District of Columbia from 06/17/2022 to 06/24/2022. PPRC DC Fly-In Registration 06/17/2022 - 06/24/2022. International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - June) in Memphis, Tennessee from 06/28/2022 to 06/28/2022. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (September) in Manchester, New Hampshire from 09/12/2022 to 09/16/2022. Q3 PPRC Registration including Robert Freed 09/12/2022 - 09/16/2022. International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - Nov.) in Memphis, Tennessee from 11/08/2022 to 11/08/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (December) in Wilmington, North Carolina from 12/05/2022 to 12/09/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-03-21
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (March) in Jackson, Mississippi from 03/21/2022 to 03/25/2022. PPRC Registration Fee - March 2022 03/21/2022 - 03/24/2022. PPRC Regisration Fee - June 2022 06/15/2022 - 06/23/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (June) in Washington, District of Columbia from 06/17/2022 to 06/24/2022. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022. PPRC Registration Fee - September 2022 09/08/2022 - 09/12/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (September) in Manchester, New Hampshire from 09/12/2022 to 09/16/2022. PPRC Registration Fee - December 2022 12/04/2022 - 12/08/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (December) in Wilmington, North Carolina from 12/05/2022 to 12/09/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2022-03-21
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (March) in Jackson, Mississippi from 03/21/2022 to 03/25/2022. PPRC Q1 Registration 03/21/2022 - 03/25/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (June) in Washington, District of Columbia from 06/17/2022 to 06/24/2022. PPRC DC Fly In Registration 06/17/2022 - 06/24/2022. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (September) in Manchester, New Hampshire from 09/12/2022 to 09/16/2022. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (December) in Wilmington, North Carolina from 12/05/2022 to 12/09/2022. PPRC Q4 Registration 12/05/2022 - 12/09/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging for attendance at the Joint Health &amp; Safety Planning (New Bern - March) in New Bern, North Carolina from 03/01/2022 to 03/01/2022. International Paper provided payment for travel, lodging for attendance at the Joint Health &amp; Safety Planning (Memphis - June) in Memphis, Tennessee from 06/28/2022 to 06/28/2022. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022. International Paper provided payment for travel, lodging for attendance at the USW Safety Advocate Course in Pittsburg, Pennsylvania from 10/02/2022 to 10/07/2022. International Paper provided payment for travel, lodging for attendance at the Joint Health &amp; Safety Planning (Memphis - Nov.) in Memphis, Tennessee from 11/08/2022 to 11/08/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Member
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (New Bern - March) in New Bern, North Carolina from 03/01/2022 to 03/01/2022. International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - June) in Memphis, Tennessee from 06/28/2022 to 06/28/2022. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022. International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - Nov.) in Memphis, Tennessee from 11/08/2022 to 11/08/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (New Bern - March) in New Bern, North Carolina from 03/01/2022 to 03/01/2022. International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - June) in Memphis, Tennessee from 06/28/2022 to 06/28/2022. International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - June) in Memphis, Tennessee from 06/28/2022 to 06/28/2022. International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - Nov.) in Memphis, Tennessee from 11/08/2022 to 11/08/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-06-28
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - June) in Memphis, Tennessee from 06/28/2022 to 06/28/2022. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022. International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - Nov.) in Memphis, Tennessee from 11/08/2022 to 11/08/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2022-07-12
form_agreement: Oral
explanation:
Office space and related expenses for convenience of company and union. IP takes the position that office space and related expenses on this report are not required to be reported under the &quot;LMRDA&quot;, but is nonetheless providing the information. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-06-28
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Joint Health &amp; Safety Planning (Memphis - June) in Memphis, Tennessee from 06/28/2022 to 06/28/2022. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022. International Paper provided payment for travel, lodging for attendance at the Joint Health &amp; Safety Planning (Memphis - Nov.) in Memphis, Tennessee from 11/08/2022 to 11/08/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Advocate
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022. International Paper provided payment for travel, lodging for attendance at the USW Safety Advocate Course in Pittsburg, Pennsylvania from 10/02/2022 to 10/07/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals, conference meals, event tickets for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2022-06-17
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (June) in Washington, District of Columbia from 06/17/2022 to 06/24/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, conference meals, event tickets for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Coordinator
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for lodging, meals, conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Union Representative
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Representative
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for conference meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Union Representative
date_of_agreement: 2022-07-27
form_agreement: Oral
explanation:
International Paper provided payment for lodging, meals for attendance at the Mill Joint Health &amp; Safety Conference in Houston, Texas from 07/27/2022 to 07/29/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Advocate
date_of_agreement: 2022-10-02
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging for attendance at the USW Safety Advocate Course in Pittsburg, Pennsylvania from 10/02/2022 to 10/07/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Representative
date_of_agreement: 2022-06-06
form_agreement: Oral
explanation:
International Paper provided payment for conference meals for attendance at the DC2 Renewal Bargaining in Newport Beach, California from 06/06/2022 to 08/24/2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SAG-AFTRA is a union representing Actors in the motion picture, television and radio industry. The Guild presents annual awards to actors on a nationally televised show. Fees are paid to the Guild to submit a film for consideration for this annual awards show. Promotional advertisements for films are placed in the Guild's trade magazine "Screen Actor," and fees for the advertisements are paid to the Guild.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The Motion Picture Editors Guild is a union representing Editors in the motion picture and television industry. The Guild helps to facilitate the delivery of digital "screeners" of awards-eligible films to Guild members. Promotional advertisements for films are placed in the Guild's trade magazine "CineMontage" and fees for the advertisements are paid to the Guild (through IngleDodd Publishing).


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The Writers Guild of America is a union representing writers in the motion picture and television industry. The Guild helps to facilitate the delivery of physical "screeners" promoting awards-eligible films to its members.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The International Cinematographers Guild is a union representing Camera Operators and Publicists in the motion picture and television industry. The Guild presents annual awards for which tickets and tables are purchased from the Guild.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment for exhibit booth at 2022 North America's Building Trades Unions National Legislative Conference, held April 3-6 2022 in Washington, DC.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship and full-page ad in program book for Elevator Constructors Local 1 anniversary gala, held May 14, 2022 in New York, NY.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship of Operating Engineers Local 4 Charitable Foundation, Inc. 5th annual golf outing on Sept 11, 2022 in Stow, MA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Two hole sponsorships for SMART Local 73 3rd annual charity golf outing, held July 23rd, 2022 in Lemont, IL.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-09
form_agreement: Oral
explanation:
The Company reimbursed expenses 11 (c) incurred by employee union representatives to attend collective bargaining contract negotiation sessions in Louisville KY at the Company's request. These are ordinary business expenses but out of an abundance of caution are being reported herein despite being arguably exempt from declaration under LMRA section 302(c)(1). Lunches were also provided to union representatives in attendance. Lunches were provided for negotiations attendees.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-09
form_agreement: Oral
explanation:
The Company reimbursed expenses 11 (c) incurred by employee union representatives to attend collective bargaining contract negotiation sessions in Louisville KY at the Company's request. These are ordinary business expenses but out of an abundance of caution are being reported herein despite being arguably exempt from declaration under LMRA section 302(c)(1). Lunches were also provided to union representatives in attendance.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-09
form_agreement: Oral
explanation:
The Company reimbursed expenses 11 (c) incurred by employee union representatives to attend collective bargaining contract negotiation sessions in Louisville KY at the Company's request. These are ordinary business expenses but out of an abundance of caution are being reported herein despite being arguably exempt from declaration under LMRA section 302(c)(1).


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company occasionally provides on-site office space, cell phone and equipment usage to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11.c Company office space, cell phone and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2022, the actual term of the office space, phone and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $650 is for the 24th Annual Laborers' Local 231 John M. Evans Scholarship Golf Tournament, on September 21, 2022 at Lick Creek Golf Course, Pekin, IL.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $800 for Iron Workers Local #10 26th Annual Charity Golf Tournament, Gold Sponsor, on Sept 24, 2022


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
1. Payment $1,000 for Union Histories, Elevator Constructors Union No. 1, 125th Anniversary, Full-Page Advertisement, on May 14, 2022 2. Payment $500 for Union Histories, Iron Workers District Council of Southern Ohio and Vicinity Pension Trust, Bill Woodward Retirement, Full-Page Advertisement


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $1,500 for light pole banner sponsorship, 67th Annual Commemorative Light Pole Banner, St. Patrick's Day Parade


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $1,700 for Minneapolis Building Trades 26th annual D.A.D.'s Golf Tournament, on Sep 7, 2022, at Majestic Oaks Golf Club 701 Bunker Lake Blvd NE Ham Lake, MN 55304


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Calendar year 2022 - Provided the USW Local 4-575 with office space at the company's Rahway, New Jersey facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Calendar year 2022 - Provided the Office and Professional Employees International Local 1937 with office space at the company's West Point, Pennsylvania facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Calendar year 2022 - Provided International Chemical Workers Union Council Local 94 with office space at the company's Elkton, Virginia facility. The company provided the union with telephone, computer and fax services in connection with the office space. 12/8/2022- Company donation of food & shopping trip for annual children's charity event, (pizza, refreshments).


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Calendar year 2022 - Provided Workers United Local 1398 with office space at the company's Elkton, Virginia facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Calendar year 2022- Provided USW Local 10-00086 with office space at the company's West Point, Pennsylvania facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Calendar year 2022- Provided USW Local 10-580 with office space at the company's Riversisde, Pennsylvania facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union President
date_of_agreement: 2022-04-18
form_agreement: Oral
explanation:
USW Local-10-580 2022 Union Negotiations - Cash Value of meeting room package, including: meeting room/food/beverage/snacks, etc. No cash payments were made directly to the individual listed above in this report.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters, including the Ontario Police Officers Association (OPOA). In 2022, VRIAC sponsored the Widows & Orphans Fund Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters, including the Ontario Professional Firefighters Foundation. In 2022, VRIAC sponsored a payment in the TopGolf Charity Golf event.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police, including the The Sheriffs Employees Benefit Association. In 2022, VRIAC sponsored Charity golf tournament for community organizations and programs for at-risk youth.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police, including the The Sheriffs Employees Benefit Association. In 2022, VRIAC sponsored Charity fundraiser to fund the purchasing of Christmas gifts for the community's youth.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various annuity and other investment products intended for use with 403(b) tax deferred annuity and 457 (b) deferred compensation programs to OEA members. VRIAC may contribute to the costs incurred by OEA in sponsoring various union and OEA Board functions to which VRIAC are permitted to attend. In 2022, VRIAC sponsored the 2022 OEA Representative Assembly.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters. In 2022, VRIAC sponsored the IAFF Local 1660 Golf tournament.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police, including the Portland Police Association. In 2022, VRIAC sponsored the Portland Police Cover Foundation Golf Tournament.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-07-22
form_agreement: Oral
explanation:
The payments were made for consultants for services provided per oral agreement which included group and individual meetings with employees regarding their rights in connection with union organizing and whether to be represented by a union. Consulting advice included meetings with management regarding do's and don'ts and issues in Union election campaign. In addition, consultants were reimbursed their travel expenses (meals, airfare, lodging, car rental, supplies).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee-Transport Workers Union of Ameri Local 513
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
2/8/2022 - Per person cost for business meal at Meat U Anywhere. Meal represented typical service provider expense used to conduct plan-related business. 11/11/2022 - Per person cost for business meal at VB Steakhouse. Meal represented typical service provider expense used to conduct plan-related business. 05/09/2022 - Pro-rata cost of client educational forum held by service provider and covering topics on all aspects of the retirement plan industry, including technology, participant behavior, new investment options, and industry trends. The forum was open to all clients of service provider, was attended by a substantial number of individuals with no relationship to a union, and all attendees were treated the same regardless of union affiliation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union rep. that sits on the Savings Plan Committee
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
05/09/2022 - Pro-rata cost of client educational forum held by service provider and covering topics on all aspects of the retirement plan industry, including technology, participant behavior, new investment options, and industry trends. The forum was open to all clients of service provider, was attended by a substantial number of individuals with no relationship to a union, and all attendees were treated the same regardless of union affiliation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Representative
explanation:
Robert Fegles - Mr. Robert Fegles participated I activities with the Pulp & Paper Resources Council (PPRC), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species, and environmental issues that impact jobs in Georgia-Pacifics constituent industries. Pursuant to a long-standing practice at the Halsey Mill facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Fegles through his regular paycheck. Mr. Fegles was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and USW Local 1369.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
Gregory Doggett - Mr. Gregory Doggett participated I activities with the Pulp & Paper Resources Council (PPRC), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species, and environmental issues that impact jobs in Georgia-Pacifics constituent industries. Pursuant to a long-standing practice at the Naheola Mill facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Doggett through his regular paycheck. Mr. Doggett was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and IBEW Local 2048.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Representative
explanation:
Joe Merriman - Mr. Joseph Merriman participated I activities with the Pulp & Paper Resources Council (PPRC), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species, and environmental issues that impact jobs in Georgia-Pacifics constituent industries. Pursuant to a long-standing practice at the Wauna Mill facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Merriman through his regular paycheck. Mr. Merriman was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and USW Local 1097


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company provided Local S6, IAMAW, AFL-CIO with the use of four hundred eighty (480) square feet of office space at its Structural Fabrication Facility in Brunswick, Maine. The office space has an estimated fair market value of $5,309 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company provides the Bath Marine Draftsmen's Association, UAW, Local 3999 to have one (1) off-premises telephone line at its Union Hall at a cost of $1,518 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company paid for Local S7, IAMAW, AFL-CIO to have one (1) off-premises telephone line at its Union Hall at a cost of $1,518 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company provided the Independent Guards Association with the use of three hundred (300) square feet of office space at its Main Yard facility in Bath, Maine. The office space has an estimated fair market value of $3,318.00 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: District Business Representative, District Lodge 4
date_of_agreement: 2022-06-10
form_agreement: Oral
explanation:
The Company participated in District Lodge 4, IAMAQ, AFL-CIO organized event at Lewiston/Auburn Harley Davison to benefit Guide Dogs of America/Tender Loving Canines and paid a sponsorship in the amount of $500.00.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company provided the Bath Marine Draftsman's Association, UAW, Local 3999 with a WFM terminal for use off-premises. WFM terminals are used by employees to "clock-in" and "clock-out" and accomplish other time-accounting functions. The cost of the cable modem service that supports the WFM terminal is $1,618.00 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company paid for Local S6, IAMAW, AFL-CIO to have five (5) off-premises telephone lines at the Union Hall at a cost of $5,292.00 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: District Business Representative, District Lodge 4
date_of_agreement: 2022-02-24
form_agreement: Oral
explanation:
The Company participated in District Lodge 4, IAMAQ, AFL-CIO organized golf tournament to benefit Guide Dogs of America/Tender Loving Canines and paid the team entry fee in the amount of $600.00.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The firm purchased a Conference Partner Sponsorship for the 2022 NABTU National Legislative Conference. The sponsorship provided that the firm's name and logo would be displayed in the conference space. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The firm purchased a Platinum Sponsorship, which included dinner recognition and the firm's name on a banner. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The firm purchased a Silver Sponsorship, which includes a one-hole sponsorship, for a golf tournament. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The firm purchased a Silver Sponsorship, which included the firm's name on a banner, signage at a hole and a listing on the Local 4 website. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The firm purchased a Bar Sponsorship for the golf tournament, the proceeds of which went to Camp "I Am Me" a non-profit burn camp and Pirates, Inc., which helps children with special needs. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The firm purchased a Platinum Sponsorship, which included the firm's name on signage at the golf tournament. The proceeds from the tournament benefitted the scholarship fund. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Investment Officer
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Ms. Monchack attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Investment Director
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Mr. Sorensen attended Siguler Guff's Annual Conference virtually. The amount indicated above includes the virtual cost including IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Portfolio Manager
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Mr. Redmond attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Investment Officer
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Mr. Ball attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Mr. Groden attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Investment Officer
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Mr. Fell attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Deputy Chief Investment Officer
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Mr. Tate attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Ms. Locaso attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Mr. Loveall attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Employer Trustee
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
Ms. Anreder attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-04
explanation:
Payment of $500 as a charitable donation to be a registration sponsor for organization's annual Charitable Golf Outing benefiting Guide Dogs of America.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Person
form_agreement: Oral
explanation:
Honeywell initially provided IAM Lodge 778 an in-plant office and office equipment pursuant to an oral understanding in the 1990 contract negotiations and continued to do so in 2021 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, UAW Local 9
form_agreement: Oral
explanation:
Honeywell continued to provide UAW Local 9 an in-plant office and office equipment in 2021 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, USW Local 8823
form_agreement: Oral
explanation:
Honeywell provided USW Local 8823 an in-plant office and office equipment in 2021 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, Boilermakers Local Lodge 212
date_of_agreement: 2017-04-01
form_agreement: Written*
explanation:
Honeywell provided the union an in-plant office and office equipment in 2021 pursuant to the labor agreement dated April 1, 2017, which states in Article 5, Section 3 that the Company will provide the union "on onsite office in which to keep its records and conduct its official union business."


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Bargaining Committee Chairperson, UAW Local 1403
date_of_agreement: 2020-03-31
form_agreement: Written*
explanation:
Honeywell provided UAW Local 1403 an in-plant office and office equipment in 2021 under the following provision of a labor agreement dated March 13, 2020: "The Company will provide an office and office equipment for the union leadership to maintain records and conduct representational activities."


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Treasurer/Secretary
date_of_agreement: 2021-12-02
form_agreement: Oral
explanation:
Mr. Devlin's board and audit retainer fees are based on his standing as a board director and audit committee member. Tickets to various events are occasionally offered to board members for their use.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-12-02
form_agreement: Oral
explanation:
Mrs. Herbart's board and audit retainer fees are based on her standing as a board director and audit committee member beginning with her election/appointment, March 15, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET") was provided office space with a phone, mainframe CRT, mainframe printer, and fax in Corbin, Kentucky. The office space was used by BLET local chairmen, including Robert Fields. The total value of the office and equipment during 2022 is estimated at $3,352.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with a desk, chair, file cabinet, and phone in Rougemere, Michigan. The office space was used by SMART-TD local chairmen, including Andy Wirth. The total value of the office and equipment during 2022 is estimated at $2,141.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with a desk, chair, file cabinet, and phone in Walbridge, Ohio. The office space was used by SMART-TD officials, including local chairman Jake Wolff. The total value of the office and equipment during 2022 is estimated at $675.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET") was provided office space with a desk, chair, file cabinet, and phone in Walbridge, Ohio. The office space was used by BLET local chairmen, including Gonzalo Hernandez. The total value of the office and equipment during 2022 is estimated at $405.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET") was provided office space with a phone, fax, and computer in Wyoming, Michigan. The office space was used by BLET local chairmen, including Don Zatteau. The total value of the office and equipment during 2022 is estimated at $3,352.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with phone, fax, and computer in Wyoming, Michigan. The office space was used by SMART-TD local chairmen, including Andy Duncan. The total value of the office and equipment during 2022 is estimated at $3,352.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a computer and phone in Willard, Ohio. The office space was used by BLET local chairmen, including Christopher Colucy, as well as SMART-TD local chairmen. The total value of the office and equipment during 2022 is estimated at $3,786. $1,893 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a computer and phone in Willard, Ohio. The office space was used by SMART-TD local chairmen, including Jim Thompson, as well as BLET local chairmen. The total value of the office space and equipment during 2022 is estimated at $3,786. $1,893 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with a phone and computer in Columbus, Ohio. The office space was used by SMART-TD local chairmen, including David Jones. The total value of the office space and equipment during 2022 is estimated at $3,785.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET") was provided office space with a phone and computer in Columbus, Ohio. The office space was used by BLET local chairmen, including Edward Evans. The total value of the office and equipment during 2022 is estimated at $3,785.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a computer, printer, and phone in Louisville, Kentucky. The office space was used by SMART-TD local chairmen, including Eric Crews, as well as BLET local chairmen. The total value of the office and equipment during 2022 is estimated at $2,448. $1,224 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a computer, printer, and phone in Louisville, Kentucky. The office space was used by BLET local chairmen, including Justin Dazan, as well as SMART-TD local chairmen. The total value of the office and equipment during 2022 is estimated at $2,448. $1,224 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a computer, phone, desk, and printer in Garrett, Indiana. The office space was used by SMART-TD local chairmen, including Kyle Slain, as well as BLET local chairmen. The total value of the office space and equipment during 2022 is estimated at $3,352. $1,676 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a computer, phone, desk, and printer in Garrett, Indiana. The office space was used by BLET local chairmen, including Bridgett Creager-Plutt, as well as SMART-TD local chairmen. The total value of the office and equipment during 2022 is estimated at $3,352. $1,676 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a desk, phone, fax, and computer in Buffalo, New York. The office space was used by SMART-TD local chairmen, including Michael Wyant, as well as BLET local and general chairmen. The total value of the office space and equipment during 2022 is estimated at $4,436. $2,218 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a desk, phone, fax, and computer in Buffalo, New York. The office space was used by BLET officials, including local chairman Bill Nasca. The total value of the office and equipment during 2022 is estimated at $4,436. $2,218 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a phone and computer in Syracuse, New York. The office space was used by SMART-TD local chairmen, including Jack Gross, as well as BLET local chairmen. The total value of the office and equipment during 2022 is estimated at $3,786. $1,893 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a phone and computer in Syracuse, New York. The office space was used by BLET local chairmen, including Harvey Benn, as well as SMART-TD local chairmen. The total value of the office and equipment during 2022 is estimated at $3,786. $1,893 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a phone, mainframe CRT, mainframe printer, and fax in Hinton, West Virginia. The office space was used by SMART-TD local chairmen, including James Weiss, as well as BLET local chairmen. The total value of the office and equipment during 2022 is estimated at $2,088. $1,044 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a phone, mainframe CRT, mainframe printer, and fax in Hinton, West Virginia. The office space was used by BLET local chairmen, including Mitchell Turner, as well as SMART-TD local chairmen. The total value of the office and equipment during 2022 is estimated at $2,088. $1,044 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET") and the Transportation Communications International Union ("TCU"), was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by SMART-TD local chairmen, including Justin Treu, as well as BLET officials and TCU officials. The total value of the office and equipment during 2022 is estimated at $4,797. $1,599 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") and the Transportation Communications International Union ("TCU"), was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by BLET local chairmen, including John Pedro, as well as SMART-TD local chairmen and TCU officials. The total value of the office and equipment during 2022 is estimated at $4,797. $1,599 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Communications International Union ("TCU"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET") and the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by TCU officials, including William Stocks, as well as BLET officials and SMART-TD local chairmen. The total value of the office space and equipment during 2022 is estimated at $4,797. $1,599 represents TCU's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a phone and computer in Peach Creek, West Virginia. The office space was used by SMART-TD local chairmen, including Don Adams, as well as BLET local chairmen. The total value of the office and equipment during 2022 is estimated at $3,460. $1,730 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a phone and computer in Peach Creek, West Virginia. The office space was used by BLET local chairmen, including Roger Mullins, as well as SMART-TD local chairmen. The total value of the office and equipment during 2022 is estimated at $3,460. $1,730 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
date_of_agreement: 2022-01-13
form_agreement: Oral
explanation:
Payment on 1/13/22 covered cost of beverages provided during bargaining negotiations. Payment on 6/15/22 covered cost of meal eaten during meeting with CSX Director Labor Relations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committeeman
date_of_agreement: 2022-05-10
form_agreement: Oral
explanation:
Payment covered combined cost of food, beverage, and conference room space for collective bargaining negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman
date_of_agreement: 2022-06-01
form_agreement: Oral
explanation:
Payment on 6/1/22 covered cost of beverages and conference room space during bargaining negotiations. Payment on 6/30/22 covered cost of food, beverages, and conference room space during bargaining negotiations. Payment on 11/8/22 covered cost of food and beverages provided during bargaining negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Recording Secretary
date_of_agreement: 2022-05-10
form_agreement: Oral
explanation:
Payment covered combined cost of food, beverage, and conference room space for bargaining negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: National Vice President
date_of_agreement: 2022-06-01
form_agreement: Oral
explanation:
Payment on 6/01/2022 covered cost of beverages and meeting space during bargaining negotiations. Payment on 6/30/22 covered cost of food, beverages, and conference room space during bargaining negotiations. Payment on 11/8/22 covered cost of food and beverages provided during bargaining negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
date_of_agreement: 2022-06-01
form_agreement: Oral
explanation:
Payment on 06/01/2022 covered cost of beverages and meeting space during bargaining negotiations. Payment on 8/10/2022 covered combined cost of food, beverage, and conference room space for quarterly meeting.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2022-06-01
form_agreement: Oral
explanation:
Payment on 6/01/2022 covered cost of beverages and meeting space during bargaining negotiations. Payment on 6/29/22 covered cost of food, beverages, and conference room space during bargaining negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS purchased a half page congratulatory advertisement in the 2022 Art Directors' Guild Awards Journal. (NOTE: This payment was not made directly to the ADG but rather to IngleDodd Media.) In providing this information, CBS does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
During the course of collective bargaining negotiations hosted by CBS, CBS purchased meals for WGA East representatives and negotiating committee members. Individuals on whom more than de minimis amounts were spent on meals are P. Berman, K. Camacho, K. Clancy, J. DiLauro, B. Downing, C. Ellinger, S. Gutman, M. Isaac, S. Kasloff, D. Keller, G. Lee, M. Lissain, S. McCann, K. McGee, M. Neylan, L. Peterson, S. Simmons, and W. Zentz. CBS also made a payment of $5,000 to support the Writers Guild Initiative of the Writers Guild of America East Foundation, a nonprofit organization, in connection with its annual Benefit Gala Dinner. In providing this information, CBS does not concede that this payment is reportable under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS purchased a full page congratulatory advertisement in the 2022 Directors' Guild of America Awards Tribute Program Book. In providing this information, CBS does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS Studios made payments to the Screen Actors Guild Awards in connection with submissions and promotional activities for the SAG Awards recognizing achievement by performers in the motion picture and television industry. In providing this information, CBS Studios does not concede that these are reportable payments under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS Studios made a payment to the WGA in connection with an e-blast for an Emmys FYC Event for The Late Show. In providing this information, CBS Studios does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Business lunch meeting with Alistar Hepburn, Executive Director, ACTRA (Alliance of Canadian Cinema, Television and Recording Artists) (2pp, $25 each). In providing this information, CBS Studios does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Business dinner meeting with J. Lewis, 7th International Vice President/Department Director of Canadian Affairs, IATSE International (Canadian Office) (2pp, $133 each). In providing this information, CBS Studios does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1)Charitable Contribution to the NCSRCC Scholarship Foundation. The scholarship fund supports three types of scholarships offered by NCSRCC: construction Mgmt degree scholarship, Career Connections scholarship for New Apprentices and Scholarships for children of members. 2)Golf Outing Silver sponsorship donation to the NCSRSS scholarship foundation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director District 13
date_of_agreement: 2019-02-05
form_agreement: Written*
explanation:
Dwight Snowden - $ 2,325.12 Asaad Bodden - $2,325.12 Ted Metz - $ 1,937.60 Joshua Leblanc - $ 2,395.00 Aaron Harrington - $2,318.19


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Sub-District Director
date_of_agreement: 2020-07-01
form_agreement: Written*
explanation:
Ken Dismuke: Wages: Contract Negotiations - $18,415.92 Tour D&A facility - $1,153.92 Union committee meetings -$769.28


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-04-01
form_agreement: Both
explanation:
PSM Conference (10/03/2022 - 10/07/2022) Rojas, Brennan $2,385.24 Savoie, Brent $2,926.00 Wages - CBA and MOA Review Ted Campiso 4/19/22 $603.68 Reid Jane 4/20/22 $$603.68 Wages - Bargaining Ted Campiso $6,511.12 Brian Delatte $7,992.00 Robert Lee $6,437.20 Reid Jane $7,718.48 Chris Vetra $9,436.72 Brent Savoie $6,437.20 Jared Guerra $6,523.48 Ronnie Newsom $7,399.62 Brennan Rojas $5,312.58 Bargaining Conference Room and refreshments $7,440.00


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2022-02-25
form_agreement: Oral
explanation:
Foothills Fire Protection, Inc. hired Cannon Labor relations, LLC to persuade hourly employees to vote for or against Local Plumber's Union 669.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President, Local 3462
date_of_agreement: 2022-01-28
form_agreement: Oral
explanation:
The Company and UAW Local 3462 jointly sponsored a local 4-H organization at the Coshocton County Fair. UAW Local 3462 made the sponsorship payments, and the Company reimbursed UAW Local 3462 for the Company's share of the sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2022-06-11
form_agreement: Oral
explanation:
The Company donated Cliffs' branded merchandise (golf balls, shirts, and other trinkets) to USW Local 1011 to be given away as prizes at a Union sponsored golf fundraising event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-09-17
form_agreement: Oral
explanation:
The Company donated Cliffs' branded merchandise (golf balls, shirts, and other trinkets) to USW Local 1011 to be given away as prizes at a Union sponsored golf outing.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President, Local 979
date_of_agreement: 2022-02-28
form_agreement: Oral
explanation:
Payments 1-3 are fees for rental of training facilities and office space owned by USW Local 979. Payment 4 is a donation made to sponsor USW Local 979's Toys4Tots drive, a charity event designed to provide Christmas presents for underserved children in the local community. Payments 5 and 6 are to sponsor 16 employees of the Company (generally members of management) to participate in a golf outing hosted by USW Local 979 (the payments covered a $100 entry fee for each participant in the outing).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary
date_of_agreement: 2021-01-28
form_agreement: Written*
explanation:
The payments referenced above were made pursuant to Article I, Section 4(f) of the parties' collective bargaining agreement which states, "The Company will arrange for pro-rata, in-lieu-of dues payments for hours worked by temporary personnel." The current collective bargaining agreement is in effect from January 28, 2021 through January 27, 2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
form_agreement: Oral
explanation:
1 ticket to Philadelphia 76ers vs. NY Knicks, $155 1 ticket to Eagles Concert, $250 1 ticket to Philadelphia Phillies vs. Milwaukee Brewers, $160 1 ticket to Philadelphia Phillies vs. LA Angels, $65


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: none
date_of_agreement: 2022-06-07
form_agreement: Written*
explanation:
$700 - Dinner sponsor for annual golf outing - payment made to "Little Friends, Inc." $600 - Golf foursome for annual golf outing - payment made to "Little Friends, Inc."


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-02-21
form_agreement: Written*
explanation:
$280.00 - Tickets for four employees to play golf. $150.00 - Donated 2 $75.00 gift cards for Poker Run Event. These items were purchased by an employee who was later reimbursed by the Firm. $1,118.28 - Donated two television sets for golf outing raffle. These items were purchased by an employee who was later reimbursed by the Firm.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-18
form_agreement: Written*
explanation:
$1000 - Bronze sponsorship at annual golf outing. $300 - Purchased 1 golf/dinner ticket for employee.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-03-16
form_agreement: Written*
explanation:
$250 for tee sponsor at golf outing. Check made payable to: "The R.E. Shepherd Scholarship Fund" $200 purchased ticket for employee to golf.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-27
form_agreement: Written*
explanation:
04/27/2022 $300 tee sign at golf outing. Check made payable to: "Laborers' District Response Team" 12/13/2022 $500 1/2 page ad book. Check made payable to: "Stay 4" Project"


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-12-23
form_agreement: Written*
explanation:
$250 - Donated 5 $50.00 gift cards for raffle at holiday event. These items were purchased by an employee who was later reimbursed by the Firm.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
Lunch meeting $18.10 Lunch meeting $5.00 Dinner meeting $110.54 Lunch meeting $24.30 Get well gifts $130.56, $37.03 (Total $167.59)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Bronze level Sponsorship of the American Alliance Conference Ltd. Payment made to IUOE Local 612 Charity - 501c(5) organization which is Union controlled


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Vice President
explanation:
2/10/22 - payment for meals 4/28/22 - payment for meals 5/5/22 - payment for meals 12/8/22 - payment for Gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary
explanation:
1/29/22 - Payment for meals. 1/30/22 - Payment for meals. 1/31/22 - Payment for meals. 4/28/22 - Payment for meals. 6/30/22 - Payment for meals. 9/16/22 - Payment for meals. 12/8/22 - Payment for gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President Region 4
explanation:
4/28/22 - Payment for meals. 8/10/22 - Payment for meals. 9/23/22 - Payment for meals. 12/8/22 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President Region 5
explanation:
01/29/22 - Payment for meals. 01/30/22 - Payment for meals. 01/31/22 - Payment for meals. 04/28/22 - Payment for meals. 05/24/22 - Payment for meals. 12/8/22 - Payment for gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Insurance Committee Chair
explanation:
1/6/22 - Payment for meals 8/11/22 - Payment for meals 10/15/22 - Payment for meals 10/23/22 - Payment for meals 12/8/22 - Payment for gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Assistant Director of Education and Training
date_of_agreement: 2021-01-15
form_agreement: Oral
explanation:
Bylaws provide for one person of the IAPMO Board of Directors to be filled by a labor representative who is a member of the United Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry of the United States and Canada.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-12-20
form_agreement: Written*
explanation:
For daily/hourly rates and reimbursement of reasonable expenses, Action Resources Senior Consultant Cesar Lopez met with ASSA ABLOY employees to provide education on NLRB election procedure and rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-12-20
form_agreement: Written*
explanation:
For payment on an hourly/daily basis and reimbursement of reasonable expenses, Action Resources Senior Consultant Cesar Lopez met with ASSA ABLOY employees to provide education on NLRB election procedure and rights under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company occasionally provides on-site office space usage to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11c Company office space was provided for use to the union identified in 9d. While the date referenced above is 01/01/2022, the actual term of the office space and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company occasionally provides on-site office space and equipment usage to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11c office space and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2022, the actual term of the office space and equipment usage was at times throughout the entire year. The Company also funds social outings in conjunction with union officials, as it does with other third parties - item 11.c.4 refers to entry fees and lunch costs for Company and union representatives to participate in the union golf outing.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company occasionally provides on-site office space and equipment usage to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11c office space and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2022, the actual term of the office space and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company occasionally provides on-site office space, cell phone and equipment usage to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11.c Company office space, cell phone and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2022, the actual term of the office space, phone and equipment usage was at times throughout the entire year. The expenses in 11.c.4 included travel and lodging expenses for union stewards to attend the NSC Safety Congress and Expo. The 4-day conference is focused on employee safety.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Company occasionally provides on-site office space to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11.c Company office space was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2022, the actual term of the office space was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-08-22
form_agreement: Oral
explanation:
The expenses in 11.c.1 included travel and lodging expenses for a union steward to attend the VPP National Conference. The conference is focused on employee safety.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2022-03-03
form_agreement: Oral
explanation:
Payments listed above in 11.c were made to a consulting service to assist the company's Aerospace business in providing employee education regarding union organizing at various company locations. Additionally, a separate oral arrangement was made between this entity and the company's GE Vernova business in October 2022 to provide similar services but no payments were made pursuant to that arrangement in 2022.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2022-09-18
form_agreement: Written*
explanation:
Payments listed above in 11.c were made to a consulting service to assist the company in providing employee education regarding union organizing,


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 11-16-22 American Postal Workers Union Installation of Officers Dinner & Dance


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 09-29-22 Chicago & Cook County Building & Construction Trades Annual Golf Outing (beer station sponsorship/golf foursome)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 09-14-22 Fox Valley Building Trades Annual Golf Outing (beverage sponsorship)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 06-18-22 IUOE Local No 139 Tenth Annual Golf Outing Benefiting Hogs for Heros


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 05/10-13/22 UA Kentucky Pipe Trades Association National Scholarship Golf Outing (hole sponsorship)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 08-20-22 Laborers' Local 32 Scholarship Golf Play Day (beverage cart/hole sponsor)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 08-06-22 PowerForward DuPage / 25th Annual Golf Outing (golf foursome/luncheon sponsor)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 07-29-22 and 09-16-22 IUOE Local No 420 Golf Outings (beverage sponsorship for each event date)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 09/16-17-22 Plumbers & Pipefitters Local No 25 Annual Charity Golf Outing (hole sponsorship)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 07/18-22/22 Mid-Atlantic Pipe Trades Association Annual Summer Convention ("Gold" sponsorship)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for Ironworkers Local No 498 Charitable Golf Outing Scramble (beverage and hole sponsorships)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 04-02-22 Teamsters Joint Council 25 Women's Committee Annual Gala Dinner Dance (10 tickets/full-age ad)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 06-14-22 Chicago & Western Lakes Port Council Maritime Trades Department Golf Outing/Labor Leader of the Year Award (two tickets/dinner sponsor)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 04-29-22 Will-Grundy Counties Central Trades & Labor Council 42nd Annual Dinner


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 07-15-22 Wisconsin Laborers' District Council John Schmitt Retirement Party


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1199 SEIU HOME CARE INDUSTRY EDUCATION FUND hosted its annual scholarship dinner and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1199 SEIU/EMPLOYER CHILD CARE CORP hosted a Care for Kids gala and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL UNION #2 hosted a golf event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1) CORRECTION CAPTAINS ASSOCIATION INC hosted its annual scholarship golf outing and Express Scripts sponsored the event. 2) CORRECTION CAPTAINS ASSOCIATION INC hosted its annual delegate seminar and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
explanation:
1) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Dowell attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. Dowell attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. Dowell attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Dowell attended. 5) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Dowell attended. 6) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Dowell attended. 7) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. Dowell attended. 8) Express Scripts attended a fiduciary meeting with various Railroad union officials and hosted a business meal that Mr. Dowell attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Admin. Asst. to the President
explanation:
1) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. Brandow attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Brandow attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Brandow attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a business entertainment event that Mr. Brandow attended. 5) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Brandow attended. 6) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. Brandow attended. 7) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. Brandow attended. 8) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Brandow attended.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
DEA WIDOWS AND CHILDRENS FUND hosted its annual winter convention and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
IBEW LOCAL NO 1 HEALTH AND WELFARE FUND hosted a health fair and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
IRV R STRING LOCAL 152 SCHOLARSHIP FUND hosted a scholarship fund event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. McCann attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. McCann attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. McCann attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. McCann attended. 5) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. McCann attended. 6) Express Scripts attended a fiduciary meeting with various Railroad union officials and hosted a business meal that Mr. McCann attended.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
LOCAL UNION 322 DINNER DANCE hosted an apprentice graduation celebration and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President TCU
explanation:
1) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Maratea attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. Maratea attended. 3) Express Scripts attended the International Foundation of Employee Benefit Plans annual meeting and hosted a business dinner that Mr. Maratea attended. 4) Express Scripts attended the International Foundation of Employee Benefit Plans annual meeting and hosted a business dinner that Mr. Maratea attended.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
LOS ANGELES FIREMANS RELIEF ASSOCIATION hosted a golf event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director and National Representative
explanation:
1) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Conboy attended. 2) Express Scripts attended the International Foundation of Employee Benefit Plans annual board meeting and hosted a business dinner that Ms. Conboy attended. 3) Express Scripts attended the International Foundation of Employee Benefit Plans annual board meeting and hosted a business dinner that Ms. Conboy attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Administrative Assistant to National President
explanation:
1) Express Scripts attended the International Foundation of Employee Benefit Plans annual board meeting and hosted a business dinner that Ms. Collup attended. 2) Express Scripts attended the International Foundation of Employee Benefit Plans annual board meeting and hosted a business dinner that Ms. Collup attended.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1) NEW YORK LABOR HEALTHCARE ALLIANCE hosted a day at the races health care alliance and Express Scripts sponsored the event. 2) NEW YORK LABOR HEALTHCARE ALLIANCE hosted a golf event and Express Scripts sponsored the event. 3) NEW YORK LABOR HEALTHCARE ALLIANCE hosted a golf event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
NEW YORK STATE ALLIED PRINTING TRADES COUNCIL hosted a trade union conference and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
New York State Public Employees Conference hosted its annual luncheon and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
PORTS PUBLISHING hosted the Port Authority's annual celebration and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
RESEARCH FOUNDATION FOR TREATMENT OF OVARIAN CANCER hosted a golf event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1) Sanitation Officers Association hosted a golf event and Express Scripts sponsored the event. 2) Sanitation Officers Association hosted their SOA Steward convention and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SHEET METAL WORKERS LOCAL 73 CHARITABLE FOUNDATION hosted a golf event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1) ST PATRICKS DAY PARADE COMMITTEE OF CHICAGO hosted the annual St Patrick's Day parade and Express Scripts sponsored the event. 2) ST PATRICKS DAY PARADE COMMITTEE OF CHICAGO hosted the annual St Patrick's Day parade and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SUFFOLK COUNTY ASSOCIATION OF MUNICIPAL EMPLOYEES hosted an annual Mayday event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SUFFOLK COUNTY POLICE BENEVOLENT ASSOCIATION INC hosted a golf event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
TEAMSTER CENTER SERVICES FUND hosted a Scholarship Fund event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UNIFORMED FIREFIGHTERS ASSOCIATION hosted a delegate seminar and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UNITED FOOD COMMERCIAL WORKERS 227 FOUNDATION INC hosted a golf event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UNITED FOOD COMM. WORKERS LOCAL 75 FOUNDATION INC hosted a car show and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UNIFORMED FIRE OFFICERS ASSOCIATION - ACTIVE hosted a scholarship fund and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UNION SPORTSMENS ALLIANCE hosted its annual Sporting Clays Shoot and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UNITED FEDERATION OF TEACHERS DISASTER RELIEF FUND hosted a golf event and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chairman
explanation:
1) Express Scripts attended the International Foundation of Employee Benefit Plans annual board meeting and hosted a business dinner that Mr. Reilly attended. 2) Express Scripts attended the International Foundation of Employee Benefit Plans annual board meeting and hosted a business dinner that Mr. Reilly attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: National Vice President
explanation:
1) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Hollis attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a golf event that Mr. Hollis attended. 3) Express Scripts attended the International Foundation of Employee Benefit Plans annual board meeting and hosted a business dinner that Mr. Hollis attended.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-19
explanation:
1) The client was presented with a lucite award to commemorate the 50-year anniversary of their investment in PRISA 2) Accommodations for Global Client Conference 3) Event Giveaway


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-09-21
form_agreement: Written*
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included educational classes providing information to management and employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered questions.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-02-10
form_agreement: Oral
explanation:
Payment for professional services provided by Healthcare Labor Solutions (ELS). ELS was retained to assist in communicating with employees, when management was unable to do so, with regard to the manner in which they may exercise their rights to organize and bargain collectively under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Charity (DGA Foundation)
date_of_agreement: 2022-05-03
explanation:
Donation/Sponsorship to a Director's Guild Foundation event (DGA Foundation Golf Tournament) which was made to the bona fide 503c3 Charity and not to an individual.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Payment was made to vendor with no position
explanation:
02/01/2022: Sponsor 2022 Winter Conference on March 9 - 13, 2022 10/25/2022: Sponsor 2023 Winter Conference on March 8 - 12, 2023


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/29/2022: Sponsor 2022 IBEW Construction and Maintenance Conference March 31 - April 2, 2022 09/15/2022: Sponsor 2022 IBEW Membership Development Conference August 30- September 1, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/15/2022: Register at NYS State Building & Construction Trades Council 2022 Legislative Breakfast on April 5, 2022 11/16/2022: Sponsor at 38th Constitutional Convention Annual Golf Tournament on July 31 - August 3, 2022


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
These payments were made to SAG-AFTRA by HBO for SAG Advertising, SAG Awards Ceremony tickets, and Digital E-Blasts, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
The payment was made to the WGA, East by HBO for THE RIGHTEOUS GEMSTONES 2022 Screening invitation, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
These payments were made to the DGA by HBO Max for awards dinner tickets and rental of the DGA theater, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
These payments were made to SAG-AFTRA by HBO Max for program book ADs and E-blasts, as described in #11.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This payment was made to the Writers Guild of America, East by HBO Max for FYC Virtual Panel screening invitation, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This payment was made to the Writers Guild of America, West by HBO Max for Award Show sponsorship, as described in #11 above.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-03-23
form_agreement: Written*
explanation:
Payments were made according to written agreement. We paid consultant time, travel and any expenses incurred. Trained the employees on the facts and considerations on Union Cards so the employees can make an informed decision.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-06-08
form_agreement: Written*
explanation:
This agreement is for political consultation and lobbying services with respect to SB1014. The scope of work includes: Brand positioning and political management, relationship and profile building, direct lobbying & advocacy, and political support.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-02-09
form_agreement: Oral
explanation:
Payment for labor relations consultant services rendered in February and March 2022, plus consultant travel, lodging, and meals.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1.Chicago and Cook County Building and Construction Trades PAC fundraiser 4/4/22. 2.Chicago and Cook County Building and Construction Trades Golf Outing 9/29/22.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-06
form_agreement: Oral
explanation:
5/6/22 - $800 AD & 2 Dinner Tickets 8/22/22 - $3500 bronze sponsorship 8/28/22 - $500 bronze sponsorship 10/20/22 -$1000 awards dinner sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-10-05
form_agreement: Oral
explanation:
10/5/22 -$1,000.00 Albatross Sponsorship 10/5/22 -$3,000.00 Albatross Sponsor 4 Golf event 10/5/22 - $10,800.00 Albattross Sponsorship/march of dimes 10/5/22 -$1,541.76 Magnets giveaways 10/5/22 -$521.23 Light Sticks 10/5/22 -$359.20 Glow Bracelets 10/5/22 - $650.60 Golf Balls 10/5/22 -$145.77 Tee's 10/5/22 -$658.66 Stadium Cup


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-06-25
form_agreement: Oral
explanation:
$1,000.00 Silver Sponsorship IBEW 125 6/25/2022 $400.00 Casino Night Sponsorship 5/21/2022 $500.00 2 hole sponsorship 10/1/2022 $250.00 Golf Sponsorship 8/19/2022 $300.83 Giveaways for IBEW Golf Sponsorship 8/19/2022


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
$2,000.00 Silver Sponsorship - 4 Attendees 1/24/2022 $1,750.00 8X10 DISPLAY SPONSORSHIP 3/31/22 $2,400.00 CONVENTION VENDOR BOOTH 6/3/2022


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-02
form_agreement: Oral
explanation:
$2,000.00 Gold Sponsorship 5/2/2022 $5,000.00 Breakfast Sponsorship 3/9-3/13 $3,050.00 labor of love Building Trades 6/12-6/14


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-31
form_agreement: Oral
explanation:
5/31 $5500 cocktail hour sponsorship 5/31 $527 giveaways - tee pack, lip balm, bandaids & floss 8/22 $850 dinner reception tickets


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-09-22
form_agreement: Oral
explanation:
9/22 $32000 title sponsorship 12/21 $125 silver sponsorship 10/7 $1750 USA dinner table sponsor 8/22 $3250 clay shoot sponsor


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-09-29
form_agreement: Oral
explanation:
9/29/22 $14 Flyers 10/3/22 $126 Wellness Kits 10/4/22 $119 Giveaways - lipbalm, toothpaste, toothbruhes


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-07-06
form_agreement: Oral
explanation:
Crestline engaged Quest Consulting to provide situational assessment, assist in the development of a strategic campaign plan, assist with campaign material preparation, provide management and supervisory training, and assist with any media and stakeholder communications.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-10-03
form_agreement: Oral
explanation:
Payment was made to LRI for purposes of educating employees at the Utica Zoological Society on union rights and responsibilities prior to the vote of unionization.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Executive Director
date_of_agreement: 2017-01-01
form_agreement: Written*
explanation:
Payments are for administrative services provided to filing employer and endorsement fees for HRA products providedto members of the union with the endorsement and assistance of the union and a wholly owned subsidiary of the union, pursuant to awritten agreement between the union, the subsidiary and the filing employer.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-02
form_agreement: Written*
explanation:
Golf Foursome/Sponsorship for "Teamsters JC25 19th Annual All Charity Golf Event". See Attachment for backup.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-03-08
form_agreement: Written*
explanation:
Donation for "Teamsters JC25 Womens Committee Galla Dinner Dance". See Attachments for copy of backup.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased advertisement space in the Pennsylvania State Building & Construction Trades Council's 2023 Annual Trades Directory. The AFL-CIO Housing Investment Trust purchased a sponsorship, including exhibit space and signage, for the Pennsylvania State & Building Trades Council's Annual Legislative Conference. The AFL-CIO Housing Investment Trust purchased advertisement space in the Pennsylvania State Building & Construction Trades Council's 2024 Annual Trades Directory.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage and greens fees, for the Connecticut State Building & Construction Trades Council's Annual Golf Event.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage & greens fees, for International Union of Painters and Allied Trades District Council 9's Annual Golf Classic.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased sponsorship, which included signage, for the International Brotherhood of Electrical Workers, Local 26 Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage and greens fees, for the Minneapolis Building & Construction Trades Council's Annual Golf Event.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage and exhibit fees, for the North America's Building Trades Unions' Annual National Legislative Conference. The AFL-CIO Housing Investment Trust paid exhibit-related fees for the North America's Building Trades Unions' Annual National Legislative Conference. The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage, for the North America's Building Trades Unions' Annual Tradeswomen Build Conference.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased tickets for the New York State Building & Construction Trades Council's Annual Legislative Breakfast. The AFL-CIO Housing Investment Trust purchased tickets for the New York State Building & Construction Trades Council's Annual Building Trades Golf Classic. The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage and greens fees, for the New York State Building & Construction Trades Council's Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust paid registration fees for the AFL-CIO's Annual Civil and Human Rights Conference. The AFL-CIO Housing Investment Trust paid fees related to printing services provided by the AFL-CIO. The AFL-CIO Housing Investment Trust paid fees related to printing services provided by the AFL-CIO.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased ad space in brochure commemorating the Bakery, Tobacco and Grain Millers, AFL-CIO's Biscuit, Candy, Snack and Pasta Council's Annual Convention.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage, for the Insulators, AFL-CIO Local Union 33's 1st Annual Charity Golf Event.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased advertisement space in a brochure commemorating the 125th Anniversary of the Ironworkers Local 46L.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage, at the Ironworkers District Council Mid-Atlantic States' Annual District Council Meeting.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust co-hosted a reception during the International Operating Engineers, AFL-CIO's Annual Convention.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust paid registration fees for the Hudson County Building and Construction Trades AFL-CIO's Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included exhibit space and signage, for the International Brotherhood of Electrical Workers' Annual Construction & Maintenance Conference. The AFL-CIO Housing Investment Trust paid exhibit-related fees for the International Brotherhood of Electrical Workers Annual Construction & Maintenance Conference. The AFL-CIO Housing Investment Trust paid registration fees for the International Brotherhood of Electrical Workers 4th District Progress Meeting & Golf Classic. The AFL-CIO Housing Investment Trust paid exhibit-related fees for the International Brotherhood of Electrical Workers' Annual Membership Development Conference. The AFL-CIO Housing Investment Trust purchased a sponsorship, which included exhibit space and signage, for the International Brotherhood of Electrical Workers' Annual Membership Development Conference. The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage, for the International Brotherhood of Electrical Workers 9th District's 79th Annual Progress Meeting. The AFL-CIO Housing Investment Trust paid exhibit-related fees for the International Brotherhood of Electrical Workers Annual Membership Development Conference.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased sponsorships, which included signage, for the Massachusetts State Building & Construction Trades' 2023 and 2024 Annual Conventions.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage, for the Oregon State Building and Construction Trades Council, AFL-CIO's Annual Golf Event.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust contributed gift cards in connection with the Sheet Metal, Air, Rail and Transportation Workers' Local 10's Annual Golf Event. The AFL-CIO Housing Investment Trust contributed gift cards in connection with the Sheet Metal, Air, Rail and Transportation Workers' Local 10's Annual Member Picnic.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage, for the United Association of Plumbers and Pipefitters, Local 12's Annual Golf Event.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage, for the Minnesota State Building and Construction Trades, AFL-CIO's Annual Constitutional Convention.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AFL-CIO Housing Investment Trust paid exhibit fees for the New Jersey State Building & Construction Trades Council's Annual Convention.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
explanation:
$500 - Sponsorship of sporting clays networking event; $350 - KCA membership application to be listed as a promoted service provider


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER/FINANCIAL SECRETARY
date_of_agreement: 2022-03-01
form_agreement: Oral
explanation:
The associated expenses are the result of common courtesies extended at breakfast, lunch, or dinner meetings to discuss areas of mutual interest including collective bargaining and safety. These expenses are simply the result of the company picking up the tab. No oral agreement or understanding was entered into as a result of the breakfast, lunch, and dinner meetings.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
David Overstreet - Mr. David Overstreet participated I activities with the Pulp & Paper Resources Council (PPRC), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species, and environmental issues that impact jobs in Georgia-Pacifics constituent industries. Pursuant to a long-standing practice at the Brunswick Cellulose facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Overstreet through his regular paycheck. Mr. Overstreet was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and USW Local 400.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Lab Process Tech
explanation:
Lisa Sims - Ms. Lisa Sims participated I activities with the Pulp & Paper Resources Council (PPRC), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species, and environmental issues that impact jobs in Georgia-Pacifics constituent industries. Pursuant to a long-standing practice at the Foley Cellulose facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Ms. Sims through his regular paycheck. Ms. Sims was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and USW Local 1192.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $6,000 in support of the Desert States Charitable Foundation UFCW Local 99 Annual Charity Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $1,000 in support of the Local 2790 Scholarship Fund Joseph Ventura Scholarship Fund Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $1,800 in support of Sheet Metal Workers International Association Scholarship Fund Annual Dinner Dance. Paid $500 in support of Sheet Metal Workers International Association Scholarship Fund Annual Golf Outing for Sheet Metal Workers' Union Local 19.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $2,000 in support of the International Brotherhood of Teamsters Local 817 Thomas R. O'Donnell Scholarship Fund Annual Golf Charity Event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $3,500 in support of Union Sportsmen's Alliance 2021 Annual IBEW Southern CA Sporting Clay Shoot. Paid $6,000 in support of Union Sportsmen's Alliance 2022 Annual IBEW Southern CA Sporting Clay Shoot.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $2,000 to Joint Electrical Industry Fund for the Santa Clara Valley NECA Chapter and IBEW Local 332 Annual JEIF Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $499 for the Greater New Orleans AFL-CIO Labor Day Picnic in support of Dollars Against Diabetes.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid International Council of Employers of Bricklayers and Allied Craftworkers $1,000 for an advertisement during the Annual Awards Dinner.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Local Union President
date_of_agreement: 2022-10-26
form_agreement: Oral
explanation:
Company paid for travel and related expenses for Union official's attendance at meeting held on 12/13/2022 between Company and Union leadership.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-12-31
form_agreement: Oral
explanation:
Screening letters and invitations - Warner Bros. paid service fees at fair market value to the WGA to mail screening letters created by Warner Bros. and sent to the WGA membership. The invitations provided screening information, such as screening dates, times and locations of various Warner Bros. TV and film productions that the WGA members screened for free in order to promote the Warner Bros. brand name and its featured TV and film productions to increase consumer awareness and further generate more revenue. 74th WGA Awards Sponsorship - WGA annually organizes the awards ceremony to honor its members who have performed with distinction. It is customary in the TV and film industry for industry producers to support the awards ceremony. Warner Bros. supported the awards ceremony to recognize the contributions of the writers it has worked with and promote the Warner Bros. brand name and its featured TV and film productions to further generate revenue. Sponsorships at this level included two tables at the awards ceremony and advertisement in the Awards Program to promote the participating company sponsors, such as Warner Bros. and its TV and film productions.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-12-31
form_agreement: Oral
explanation:
27th Annual SAG Awards - SAG-AFTRA annually organizes the awards ceremony to honor its members who have performed with distinction. It is customary in the TV and film industry for industry producers to support the awards ceremony. Warner Bros. purchased tickets to the awards ceremony at fair market value to recognize the contributions of the performers. SAG-AFTRA produced various video tributes that were exhibited at the awards ceremony. Warner Bros. waived its standard license fees to allow SAG-AFTRA to use photographic stills and clips from Warner Bros. TV and film productions in the tributes. Warner Bros. supported the awards ceremony to recognize the contributions of the performers it has worked with and promote the Warner Bros. brand name and its featured TV and film productions to increase consumer awareness and further generate revenue. SAG-AFTRA Magazine - It is customary in the TV and film industry for industry producers to purchase advertisements to promote their nominated productions and increase consumer awareness to further generate revenue. Warner Bros. purchased advertisements at fair market value to recognize the contributions of the nominated performers it has worked with and promote the Warner Bros. brand name and its nominated TV and film productions to increase consumer awareness and further generate revenue.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-12-31
form_agreement: Oral
explanation:
International Cinematographers Guild is Local 600 of IATSE. The Publicists Guild Local 600 is part of the International Cinematographers Guild ("ICG"). ICG Magazine - ICG publishes a monthly magazine covering guild news and events. Warner Bros. purchased advertisements at fair market value to promote its photo lab services to potential clients and promote the Warner Bros. brand name and its featured TV and film productions to further generate revenue.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a donation to the Pipefitters Local 533 Annual Golf Tournament to promote client retention.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a donation to the Monroe Plumbers & Pipefitters Local 671 Golf Outing to promote client retention.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a donation to the Greater Kansas City Building Trades Council Charity Golf Tournament to promote client retention.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a donation to the IUPAT PATCH Fund Golf Tournament to promote client retention.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a donation to the IBEW Local Union 7 Annual Golf Tournament to promote client retention.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a dinner meeting with IBEW Local 7 Union members.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was an end of year business dinner with Union Trustees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
date_of_agreement: 2022-10-10
form_agreement: Oral
explanation:
10/10/22 - $950 - Sponsorship for Charity Outing and for J. DiRenzo Scholarship - BAC Charitable Activities


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-06
form_agreement: Oral
explanation:
Program ad and two tickets to 75th Anniversary & New Union Hall Grand Opening event. Two golfers and sponsorship of Local 38 Charity Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, UAW Local 1193
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Use of on-site office space for union representatives, including President, stewards, a Benefits/Safety Representative, and an Employee Assistance (EAP) Representative.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, UAW Local 2075
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Use of on-site office space for union representatives, including President, Vice President, Stewards and an EAP Representative.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, UAW Local 2147
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Use of on-site office space for union representatives, including President, Chairperson, and Stewards.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Committeeperson, UAW Local 1248
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Use of on-site office space for union representatives, including Committee person, Stewards and Benefits/Safety Representative.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Chairperson, UAW Local 412, Unit 28
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Use of on-site office space for union representatives, including Chairperson, Stewards and Benefits Representative.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Union Chairman - IAM District 8
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The IAM Chairman was provided an office space of approximately 150 sq. ft. on site at the Chicago Bakery for the year. The expenditure amount was determined by using the average rate for "Class C" office space in the City of Chicago - $25.86/sq. ft.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
Dan Van Norman - Mr. Dan Van Norman participated I activities with the Pulp & Paper Resources Council (PPRC), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species, and environmental issues that impact jobs in Georgia-Pacifics constituent industries. Pursuant to a long-standing practice at the Monticello Paperboard facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Van Norman through his regular paycheck. Mr. Van Norman was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and USW Local 371.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Electrician
explanation:
Michael Pratt - Mr. Michael Pratt participated I activities with the Pulp & Paper Resources Council (PPRC), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species, and environmental issues that impact jobs in Georgia-Pacifics constituent industries. Pursuant to a long-standing practice at the Cedar Springs Pulp & Paper facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Pratt through his regular paycheck. Mr. Pratt was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and IBEW Local 1980.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
explanation:
Waymon Neal - Mr. Waymon Neal participated I activities with the Pulp & Paper Resources Council (PPRC), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species, and environmental issues that impact jobs in Georgia-Pacifics constituent industries. Pursuant to a long-standing practice at the Brewton Bleach Board facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Neal through his regular paycheck. Mr. Neal was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and USW Local 0888.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-09-23
form_agreement: Oral
explanation:
BCBSMA purchased a half page ad from the International Council of Employers of Bricklayers and Allied Craftworkers in a booklet prepared for an awards dinner.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1/24/22- Sponsorship in directory. 4/22/22- Website sponsor. 8/10/22- Sponsorship at annual convention on September 20, 2022, in Atlantic City, NJ. 11/10/22- Advertisement in program.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
8/10/22- Sponsorship in annual directory. 5/19/22- Sponsorship at annual convention in Harrisburg, PA on June 21, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
6/2/22- Sponsor at event on July 30, 2022, in Rogers, MN. 8/19/22- Sponsor at event on September 10, 2022, in Duluth, MN.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1/24/22-Sponsorship at 40th international convention on May 6, 2022 in Chicago, IL. 3/7/22- Sponsorship at 9th district progress meeting on April 20, 2022 in Las Vegas, NV. 6/6/22- Sponsorship at 3rd district progress meeting on September 13, 2022 in Atlantic City, NJ. 3/22/22- Sponsorship at 10th district outing on June 13, 2022 in Myrtle Beach, SC. 6/8/22- Sponsorship at 10th district progress meeting on June 16, 2022. 2/16/22- Sponsorship at construction and maintenance conference on March 31, 2022 in Washington, DC. 4/1/22- Sponsorship at international convention on May 10, 2022 in Chicago, IL. 9/15/22- Sponsorship at 6th district progress meeting on October 4, 2022 in Fontana, WI. 6/24/22- Sponsorship at IBEW membership development conference on August 29, 2022 in San Antonio, TX. 7/25/22- Sponsorship at 2nd district progress meeting on September 27, 2022 in Boston, MA. 6/17/22- Sponsorship at 4th district reception on July 12, 2022 in Columbus, OH.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
3/14/22- Sponsorship at conference on April 18, 2022 in Springfield, IL. 9/30/22- Sponsorship at conference on November 2, 2022 in Rockford, IL.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
08/10/2022- ITCF split Sponsorship in journal and at event on October 15, 2022 in Itasca, IL. 08/10/2022- ITC split Sponsorship in journal and at event on October 15, 2022 in Itasca, IL.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
3/7/22- Sponsorship at national legislative conference on April 3, 2022 in Washington, DC. 9/15/22- Sponsorship at tradeswomen build nations conference on October 28, 2022 in Las Vegas, NV.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
7/25/22- Sponsorship at event on July 16, 2022 in San Francisco, CA. 12/5/22- Quarterly advertisements in several programs.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Union Local President
date_of_agreement: 2022-06-29
form_agreement: Oral
explanation:
12/31/2022 - Company sent a catering bereavement gift to Union Business Agent due to family loss. 06/29/2022 - Company made a donation to sponsor Union golf tournament.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided parking authorization which allowed her to park at DFW Airport. As an AA employee, she otherwise would have received paid parking in remote parking lots at DFW. The value of the parking is based on the terminal parking rates for 2022


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided parking authorization which allowed him to park at DFW Airport. As an AA employee, he otherwise would have received paid parking in remote parking lots at DFW. The value of the parking is based on the terminal parking rates for 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
07/14/2022 - Payment for booth for the National Conference in San Antonio. 07/29/2022 - Deposit for meet and greet event during the IBEW conference paid to Jimmy Buffet Margaritaville restaurant in San Antonio. 07/29/2022 - Giveaways at the IBEW National Conference. 37 items valued above $20, but less than $35, given at the booth to 37 visitors during the conference. 08/30/2022 - Dinner Sponsorship at IBEW National Conference paid to Jimmy Buffet Margaritaville restaurant. 08/31/2022 - Dinner with Iowa union members in District 11 during the IBEW National Conference paid to House of Smoke in San Antonio, TX. 09/01/2022 - Event during the IBEW National Conference paid to Jimmy Buffet Margaritaville restaurant.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 1/24/2022 - the firm met with the union to discuss Union business. 2/11/2022 - the firm met with the union to discuss Union business. 2/16/2022 - the firm participated in a conference call with a Union member regarding his grievance. 2/16, 2/17/2022 - the firm represented the Union in an Arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the arbitration and preparation of a brief to the arbitrator. Hrs of legal services provided by the firm =10.5; Estimated cost of legal services = $2,750 2/22, 3/3/2022 - the firm represented the Union in an Arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the arbitration and preparation of a brief to the arbitrator. Hrs of legal services provided by the firm = 8; Estimated cost of legal services = $2,000 6/9, 6/14, 6/24/2022 - the firm represented the Union in an Arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the arbitration and preparation of a brief to the arbitrator. Hrs of legal services provided by the firm = 16.5; Estimated cost of legal services = $4,125


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 02/21, 03/03/2022 - the firm represented the Union in an Arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the Arbitration and preparation of a brief to the arbitrator. Hrs. of legals services provided by the firm = 8; Estimated cost of legal services = $2,000 02/24, 03/09,03/11/2022 - the firm represented the Union in an Arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the Arbitration and preparation of a brief to the arbitrator. Hrs. of legals services provided by the firm = 13.5; Estimated cost of legal services = $3,375 03/29/2022 - the firm held a conference call with the OPC to discuss Union business. 04/11/2022 - the firm provided legal services that consisted in preparation for an Arbitration preparation.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Bussiness Mgr./Executive Secretary
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
02/24/2022 - the firm held a conference call to discuss union business. 03/08, 03/09/2022 - the firm represented the Union in arbitration for a termination. This includes legal services for presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm: 15: Estimated cost of legal services =$3,750. 06/07, 06/08/2022 - the firm represented the Union in arbitration for a termination. This includes legal services for presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm: 17: Estimated cost of legal services =$4,250.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
05/17, 15/18/22 - the firm represented the Union in arbitration for a contract violation. This includes legal services for presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm: 13: Estimated cost of legal services =$3,250. 10/24, 10/25/2022 -the firm represented the Union in arbitration for a termination. This includes legal services for presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm: 11: Estimated cost of legal services =$2,750.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Rick Lord, Business Representative. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: District Business Manager.
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Clay Herford, District Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Ed Allen, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Bruce Bettilyon, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Donny Mayo, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Charlie Singletary, Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Jeff Labroski, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2022-01-24
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Herman Sullivan, Business Manager. 1 buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/27-01/29/2022 - the firm sponsored a hunt attended by Mike Trahan, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/27-01/29/2022 - the firm sponsored a hunt attended by Bryan Edwards, Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/27-01/29/2022 - the firm sponsored a hunt attended by Octavio Rojas, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President/Organizer
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/27-01/29/2022 - the firm sponsored a hunt attended by Brian Granger, President/Organizer. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/27-01/29/2022 - the firm sponsored a hunt attended by Bill Venable, Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/27-01/29/2022 - the firm sponsored a hunt attended by Eric Fryar, Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/27-01/29/2022 - the firm sponsored a hunt attended by Steve Luce, Business Representative. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/27-01/29/2022 - the firm sponsored a hunt attended by Mark Landrum, Business Representative. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
10/21, 10/25/2022 - the firm represented the Union in arbitration for a contract violation. This includes legal services for presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm 8 : Estimated cost of legal services =$2,000


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
08/01/2022 - Sponsorship for Eastern Regional Meeting 06/13/2022 - Sponsorship for Western Regional Meeting 10/09/2022 - Sponsorship for National Conference


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
08/29/2022 - Membership Development Sponsorship 07/18/2022 - Eighth District Progress Meeting Sponsorship 06/21/2022 - Eleventh District Progress Meeting Sponsorship 06/28/2022 - Seventh District Progress Meeting Sponsorship 03/30/2022 - Construction and Maintenance Conference Sponsorship 05/09/2022 - IBEW 40th International Conference Hospitality Suite 05/09/2022 - IBEW 40th International Conference Sponsorship 05/09/2022 - IBEW 40th International Conference Vendor Booth 07/11/2022 - Fourth District Progress Meeting Sponsorship 10/03/2022 - Sixth District Progress Meeting Sponsorship 10/17/2022 - Railroad Department Conference Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
04/18/2022 - Illinois State Conference of IBEW Sponsorship (Springfield) 11/02/2022 - Illinois State Conference of IBEW Sponsorship (Peoria)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/ Treasurer
date_of_agreement: 2019-02-01
form_agreement: Written*
explanation:
2022 Contract Negotiations (1/17/2022 - 1/20/2022) David Wheeler 3239.28 Buddy Owens 3239.28 Jorge Meza 3239.28 Brandon Self 3239.28 Sandy Darnell 3239.28 Darren Curtis 3239.28 Sean Stimpson 3512.16


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Senior Director of Benefits
explanation:
a) Business meal - Brennans of Houston (3300 Smith Street, Houston, TX 77006) b) Business meal - Park Hyatt Washington (1201 24th Street NW, Washington, DC 20037) c) Business meal Eddie V's Prime Seafood (122 Belvidere St, Boston, MA 02199) d) Business meal Four Seasons Hotel (One Dalton Street, Boston, MA 02115) e) Business meal Gabriel's Bar & Restaurant (40 Central Park S, New York, NY 10019) f) Business meal Desi Vega's Steakhouse (628 St Charles Ave, New Orleans, LA 70130) g) Business meal Peche (800 Magazine Street, New Orleans, LA 70130) h) Gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Counsel
explanation:
a) Business meal Brennans of Houston (3300 Smith Street, Houston, TX 77006) b) Business meal - Toro Toro Lane Liquor (1300 Lamar Street, Houston, TX 77010-3098) c) Business meal - Hugos Frog Bar & Fish (1024 N Rush Street, Chicago, IL 60611) d) Business meal Eddie V's Prime Seafood (122 Belvidere St, Boston, MA 02199) e) Business meal Four Seasons Hotel (One Dalton Street, Boston, MA 02115) f) Business meal Desi Vega's Steakhouse (628 St Charles Ave, New Orleans, LA 70130)


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant to Employer
date_of_agreement: 2022-10-06
form_agreement: Written*
explanation:
See attached written agreement based on hourly rate plus reasonable travel expenses. Engaged LRI as independent labor consultant to educate employees (diesel technicians, truck care technicians) regarding exercise of their right to organize and bargain collectively.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2022-06-15
form_agreement: Written*
explanation:
Golf Outing Luncheon at 25th Annual Golf Outing hosted by PowerForward DuPage (NECA-IBEW Local 701 L.M.C.C.)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2022-08-30
form_agreement: Written*
explanation:
Co-Sponsor Reception for evening before tournament at the John M. Evans Scholarship Fund Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2022-10-23
form_agreement: Oral
explanation:
Cost of Travel, Meals & Lodging incurred by MPI Health Plan Director in connection with attendance at the International Foundation of Employee Benefit Plans' Annual Conference in Las Vegas, Nevada 10/23/2022 to 10/27/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2022-10-23
form_agreement: Oral
explanation:
Cost of Travel, Meals & Lodging incurred by MPI Pension Plan Director in connection with attendance at the International Foundation of Employee Benefit Plans' Annual Conference in Las Vegas, Nevada 10/23/2022 to 10/27/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2022-03-11
form_agreement: Oral
explanation:
Mr. Bruce was a guest of PFM Asset Management LLC at the following restaurants: Redstone on 03/11/2022, 3/25/2022 & 11/22/2022 Sequioa on 03/18/2022


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2022-03-11
form_agreement: Oral
explanation:
Mr. Green was a guest of PFM Asset Management LLC at the following restaurants: Redstone on 03/11/2022, 3/25/2022 & 11/22/2022 Sequioa on 03/18/2022


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2022-03-11
form_agreement: Oral
explanation:
BJ Heinz was a guest of PFM Asset Management LLC at the following restaurants: Redstone on 03/11/2022, 3/25/2022 & 11/22/2022 Sequioa on 03/18/2022


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2022-03-11
form_agreement: Oral
explanation:
Mr. Krueger was a guest of PFM Asset Management LLC at the following restaurants: Redstone on 03/11/2022, 3/25/2022 & 11/22/2022 Sequioa on 03/18/2022


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2022-03-11
form_agreement: Oral
explanation:
Mr. O'Neil was a guest of PFM Asset Management LLC at the following restaurants: Redstone on 03/11/2022, 3/25/2022 & 11/22/2022 Sequioa on 03/18/2022


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-10-22
form_agreement: Oral
explanation:
PFM Asset Management LLC provided a sponsorship for a golf tournament held by UA Local 322. As part of the sponsorship, the following individuals from PFM Asset Management participated in the tournament: John Spagnola and Zach O'Grady.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-05-19
form_agreement: Oral
explanation:
Mr. Shiley was provided 2 tickets ($245 each) to attend the Philadelphia Phillies game as a guest of PFM Asset Management LLC. The total cost includes food and beverage provided at the game.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Employer Trustee
date_of_agreement: 2022-05-19
form_agreement: Oral
explanation:
Mr. Harvey was provided 2 tickets ($245 each) to attend the Philadelphia Phillies game as a guest of PFM Asset Management LLC. The total cost includes food and beverage provided at the game.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2022-08-21
form_agreement: Oral
explanation:
Mr. Aldrich was provided 6 tickets ($245 each) to attend the Philadelphia Phillies game as a guest of PFM Asset Management LLC. The total cost includes food and beverage provided at the game.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: 8205 Club Chairman
date_of_agreement: 2022-06-16
form_agreement: Written*
explanation:
08/23/2022 - Company sponsored the Union's annual fundraiser golf tournament through its 8205 Club, which "supports candidates whom [the Union] feel[s] will bring jobs and economic growth to the area."


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Special Assistant to the President
date_of_agreement: 2022-09-13
form_agreement: Written*
explanation:
09/13/2022 - Company sponsored 1 team of 4 to participate in the Union's Charity Golf Classic, benefitting the Local 1546 UFCW Leukemia Fund Inc., a 501(c)(3) organization, with the mission to raise funds to support finding a cure leukemia, lymphoma, Hodgkin's disease, and myeloma, and improve the quality of life of patients and their families. The team entry cost was $1200. 09/13/2022 - The Company donated $5000 worth of blankets as a "care-giver" sponsor of the Union's Charity Golf Classic, benefitting the Local 1546 UFCW Leukemia Fund Inc., a 501(c)(3) organization, with the mission to raise funds to support finding a cure leukemia, lymphoma, Hodgkin's disease, and myeloma, and improve the quality of life of patients and their families.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2022-10-21
form_agreement: Written*
explanation:
For an hourly fee and reimbursement of reasonable out-of-pocket expenses, Michael Penn and Miko Penn of The Crossroads Group met with employees at Paradigm Precision's Stuart, Florida facility and to provide information on NLRB election procedure, collective bargaining, and employee rights under the NLRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
01/06/2022 - McMorgan sponsored the organization's golf tournament held on February 21, 2022. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11/15/2021 - McMorgan made a donation to the organization's holiday celebration held on December 9, 2022. One McMorgan employee attended the event. Payment was made by check. 03/17/2022 - McMorgan helped sponsor the organization's 34th Annual Earl Clark Golf Tournament held on April 29, 2022. Four McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
06/16/2022 - McMorgan was a hole sponsor for the organization's golf tournament held on August 22, 2022. Sponsorship included signage at the course. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
01/13/2022 - McMorgan was a Platinum Level sponsor for the organization's sporting clay shoot. Sponsorship included four attendees, recognition, giveaways and lunch. Four McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
02/28/2022 - McMorgan was a bronze level sponsor at the organization's 57th Annual Convention held on March 18-20. Sponsorship included a vendor booth for the duration of the event. One McMorgan employee attended. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
07/12/2022 - McMorgan was an industry sponsor at the organizations golf tournament held on September 9, 2022. Sponsorship included signage, recognition and a golf foursome. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
06/16/2022 - McMorgan was a hole and beverage cart sponsor at the organizations golf tournament held on August 6, 2022. Sponsorship included recognition at the event. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
06/16/2022 - McMorgan was a hole at the organization's golf tournament held on August 14, 2022. Sponsorship included recognition at the event. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
04/21/2022 - McMorgan was a coffee sponsor at the organization's conference held between August 30th 2022 - September 1, 2022. Sponsorship included a 10x10 booth, recognition and exhibitor setup. Two McMorgan employees attended the event. Payment was made by check. 02/11/2022 - McMorgan sponsored the organization's conference held between March 31, 2022 - April 2, 2022. As a workshop sponsor, display space and recognition in the program was included. Two McMorgan employees attended the event. Payment was made by check


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/29/2022 - McMorgan made a donation to the organization's golf tournament held on April 16, 2022. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
06/09/2022 - McMorgan made a donation to the organization's golf event held on July 9, 2022. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
07/07/2022 - McMorgan made a donation to the organization's' convention held between July 25 - July 29, 2022. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
08/24/20222 - McMorgan sponsored the organization's golf tournament held on September 30, 2022. Sponsorship included a golf foursome and recognition at the event. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/17/2022 - McMorgan' s donation to the organization helped defray the costs of the organization's contest event held on August 10 - August 11, 2022. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
02/24/2022 - McMorgan was a beverage cart sponsor at the organization's golf tournament held on March 31, 2022. Sponsorship included a golf foursome and various recognition at the event. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
02/24/2022 - McMorgan sponsored the organization's 47th Annual Golf Tournament held on June 3, 2022. As a gold level sponsor, 2 golf entries, golf cart rental, meals and recognition were included. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/10/2022 - McMorgan made a donation to the organization's golf tournament held on March 25, 2022. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11/08/2022 - McMorgan sponsored the organization's open house event held December 2022. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
10/18/2022 - McMorgan purchased a 1/3 page ad in the organization's publication. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
02/24/2022 - McMorgan was a Gubernatorial level sponsor at the organization's 2022 NABTU National Legislative Conference held on April 3 - 6, 2022. Sponsorship included name recognition at the event, recognition on the organization's website and one exhibit booth space. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2022-05-27
form_agreement: Written*
explanation:
To pay CACR, LES to provide SOLV and Aerotek leaders with direct employee education regarding the National Labor Relations Act and related information.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-01-14
form_agreement: Written*
explanation:
Independent labor consulting firm retained in response to union organizing efforts to assist the Stuarts Draft plant in educating employees about the issues, the election process, and their rights and the Company's rights under the law.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1/21 - Payment for an advertisement in the PA BCTC publication 5/10 - Exhibitor registration for the PA Building & Construction Trades Council 2022 Convention


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Purchase of a foursome for the West Central Illinois Building & Construction Trades Annual Golf Outing to benefit HOI United Way


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
2/16 - Sponsorship for the 2022 Construction & Maintenance Conference 4/22 - Payment to Navy Pier for a Bronze Sponsorship Package for the IBEW 6th District Convention Event


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Silver sponsorship for the 20th Annual Charity Golf Tournament for IUOE Local 612 (included 4 golfers)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Full page ad in a commemorative booklet and 2 dinner tickets to the Annual Friends of Labor Charity Dinner


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
4/25 - Two hole sponsorships for the Iron Workers Local Union #396 Annual Golf Tournament 8/23 - Sponsorship for the Iron Workers Local Union 396 Annual Buddy Bass Tournament


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Hole sponsorship and 2 golfers (both PNC employees) at the Southeast LA Building & Construction Trades Joseph M Bertucci Charity Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment made to the Union Trades Charity Fund for four PNC employees to golf at the Cincinnati Building and Construction Trades Council Golf Invitational. The proceeds of the event went to the "Dollars Against Diabetes" charitable organization, which is not controlled (assets, operations or expenditures) by the union.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
9/8 -Payment was made to the Western States Issue Education Fund for the purchase of a ticket for UFCW Western States Council Person of the Year Dinner 9/8 - Payment was made to the Western States Charity Fund as a contribution to the Charity's golf outing 9/26 - Payment was made to the Western States Charity Fund for the purchase of beverages at the UFCW Western States Council Person of the Year Dinner


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Ontario Sponsorship for the Michigan Laborers Annual Scholarship Golf Outing (included 4 PNC golfers) - Payment was made directly to the Michigan Laborers Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a.1 Cash donation, Sponsorship of 2022 Golf Tournament 11.a.2 Cash donation, Sponsorship of 2022 Holiday Luncheon


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a.1 Cash gift, Donation to quarterly lunch sponsorship 11.a.2 Cash Gift, Donation to quarterly lunch sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
11.a.1 Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. White Sox (5/16/2022) 11.a.2 Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (10/10/2022) 11.a.3 Proportional expenditure for business meal at Lil Rizzos


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
explanation:
11.a.1 Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. White Sox (5/16/2022) 11.a.2 Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (10/10/2022)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
11.a.1 Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. White Sox (5/16/2022) 11.a.2 Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (10/10/2022) 11.a.3 Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2022 Annual Labor Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President and Business Manager
explanation:
11.a.1 Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (10/10/2022) 11.b.2 Proportional expenditure for tickets, meals, and entertainment for PBR: Unleash the Beast at T-Mobile Center


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary Treasurer
explanation:
11.a.1 Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (10/10/2022)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: business manager
explanation:
11.a.1 Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (10/10/2022) 11.a.2 Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2022 Annual Labor Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager of union, Board member of BCBSKC
explanation:
11.a.1 Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. White Sox (5/16/2022) 11.a.2 Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (10/10/2022) 11.a.3 Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2022 Annual Labor Golf Tournament 11.a.4 Year's worth of cash compensation as a director on Blue KC's Board of Directors 11.a.5 Year's worth of deferred compensation to a Non-qualified Deferred Compensation Plan


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization Event Manager
date_of_agreement: 2022-09-28
form_agreement: Oral
explanation:
This payment was made to support the Metal Trades Annual Charity Golf Tournament benefitting Guide Dogs of America.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-07-09
form_agreement: Written*
explanation:
4 rounds of golf at the event golf tournament, ad space on union's social media, tee sign, full page AD


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2022-06-03
form_agreement: Written*
explanation:
Dinner sponsor at golf tournament. 4 golfers, cart, breakfast, lunch, dinner, door prize ticket, golf shirt and AD in the souvenir booklet.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2022-08-13
form_agreement: Written*
explanation:
Charity Golf Tournament - $2500 sponsorship which includes 4 golfers, name recognition throughout the course and raffle tickets.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2022-03-31
form_agreement: Written*
explanation:
IBEW Construction and Maintenance Conference. $4000 coffee break sponsor. Includes display space and recognition in program


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Clerk
date_of_agreement: 2022-01-23
form_agreement: Written*
explanation:
IBEW NECA Conference. Reception sponsorship split between BNY Mellon and Invesco for the benefit of the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Event Chair
date_of_agreement: 2022-08-27
form_agreement: Written*
explanation:
Carpenters Annual Shotgun Tune Up. $1000 sponsorship includes company logo at shooting stand, entry for 1 team of 4 people.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2022-01-20
form_agreement: Written*
explanation:
NORTH FLORIDA BUILDING CONSTRUCTION TRADES COUNCIL 5th ANNUAL SPORTING CLAY FUND RAISER 2 Station sponsorships at $250/each


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary Treasurer
date_of_agreement: 2022-03-29
form_agreement: Written*
explanation:
Three separate payments were made to the PA AFL CIO: Pennsylvania AFL CIO - 45th Constitutional Convention / Breakfast Sponsor $3500 sponsorship. BNY Mellon logo Event date 3/29/22 Pennsylvania AFL CIO - Rick Bloomingdale Retirement dinner. Date 8/17/22. 1 table at the event. PA AFL CIO Golf Invitational. Date 9/15/22. Golf foursome, tee sign and shirts.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2022-06-18
form_agreement: Written*
explanation:
49th Annual pipefitter Local 636 Golf outing - sponsorship includes BNY Mellon signage at 3 locations


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2022-10-01
form_agreement: Written*
explanation:
Local 21 5th Annual less than half way to St Patrick's Day Dinner. Sponsorship is for gold page AD on the events journal.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-09-19
form_agreement: Written*
explanation:
28th Annual Joe Pretti memorial golf tournament. $3000 silver sponsorship includes 1 hole sponsorship signage and foursome.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-06-08
form_agreement: Oral
explanation:
Paid $1,200 on on 06/08/2022 to Ironworkers Local 10 for a charity golf tournament held on September 24, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-09-14
form_agreement: Oral
explanation:
Paid $1,000 on 09/14/2022 to Iron Workers Local 361 for an anniversary event held on October 22, 2022.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2022-11-15
form_agreement: Oral
explanation:
Payments were for professional services provided by Logic Labor Relations, LLC. Services included educational classes providing information to management and employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered questions.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor consultant
date_of_agreement: 2022-07-20
form_agreement: Oral
explanation:
A registered labor consultant with verbal agreement to speak with managers and employees to answer questions and outline their rights afforded during union organizations under the National Labor Relations Act. Agreement was never reduced to writing, is for no specific time and may be terminated by either party at any time.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
explanation:
Value of Office space in Ordway dedicated to Coalition of KP Staff and Business Meal Sales or Marketing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment made to Resorts World Las Vegas LLC for sponsorship of the IBEW Ninth District Progress Meetings.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment for sponsorship of Northwestern Indiana Building & Construction Trades Council annual golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment for sponsorship of the DuPage County Building Trades golf outing to benefit Little Friends, Inc.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment made to the Abbey Resort for sponsorship of Illinois State Conference of the OPCMIA conference.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
02/02/2022 - Purchased Advertisement in Trade Journal 09/14/2022 - Sponsorship and Attendance at NJSB&CT Convention


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/30/2022 - Participation and Sponsorship of Golf Outing 09/02/2022 - Sponsorship and Attendance at Convention


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-12-19
form_agreement: Oral
explanation:
Mr. Floyd served on the EmblemHealth and HIP Boards of Directors during 2022. All payments were made to Queens-Nassau Comets, Inc. on behalf of Mr. Floyd.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-12-19
form_agreement: Oral
explanation:
Mr. Floyd served on the Board of Directors of EmblemHealth during 2022. He donated his retainer fee to the following organizations: Newark Public Radio, Inc. (Check # 77066583) The National Jazz Museum in Harlem (Check # 77066586) Kingdome Sports League (Check # 77067262) Grace Lutheran School (Check # 77066571) Green Hornets of Valley Stream (Check # 77066584) Queens Nassau Comets, Inc. (Check # 77066587) Eagle Club (Check # 77067153) Jazz House Kids (Check # 77067154)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Organization
date_of_agreement: 2022-07-15
form_agreement: Oral
explanation:
EmblemHealth purchased a full page journal ad in the 44th annual NYS Public Employee Federation Convention yearbook. Check# 77071052 was issued on 07/19/2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the NECA-IBEW Employee Benefits Conference in St. Pete Beach, Florida on January 22-27. The EIB was reimbursed in full by the I.B.E.W. Local 25 Health & Benefit Fund and I.B.E.W. Local 25 VHT Fund (" the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Callahan is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the NECA-IBEW Employee Benefits Conference in St. Pete Beach, Florida on January 22-27. The EIB was reimbursed in full by the I.B.E.W. Local 25 Health & Benefit Fund and I.B.E.W. Local 25 VHT Fund (" the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Margolis is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustees
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the NECA-IBEW Employee Benefits Conference in St. Pete Beach, Florida on January 22-27. The EIB was reimbursed in full by the I.B.E.W. Local 25 Health & Benefit Fund and I.B.E.W. Local 25 VHT Fund (" the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Malley is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the NECA-IBEW Employee Benefits Conference in St. Pete Beach, Florida on January 22-27. The EIB was reimbursed in full by the I.B.E.W. Local 25 Pension Fund, I.B.E.W Local 25 401 (k) Fund, and the Annuity Fund of the Electrical Industry of Long Island (the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Casey is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the NECA-IBEW Employee Benefits Conference in St. Pete Beach, Florida on January 22-27. The EIB was reimbursed in full by the I.B.E.W. Local 25 Pension Fund, I.B.E.W Local 25 401 (k) Fund, and the Annuity Fund of the Electrical Industry of Long Island (the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Guadagnois a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-07-22
form_agreement: Oral
explanation:
Sheet Metal Workers Local #2 is a client of Empower. Empower purchased a Hole Sponsorship in the Sheet Metal Workers International Association Annual Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-08
form_agreement: Oral
explanation:
Empower sponsored the New York State Pipe Trades Association reception that was held during the 112th Annual Convention in Lake George, NY.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-07-08
form_agreement: Oral
explanation:
IBEW Local 90 is a client of Empower. Empower purchased a Hole Sponsorship in the annual golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
Empower purchased a sponsorship for the annual Southern Nevada Building Trades Union Sportsmen's Trap Shoot


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-08
form_agreement: Oral
explanation:
Roofers & Waterproofers Union Local # 33 is a client of Empower. Empower purchased a Hole Sponsorship in the Roofers & Waterproofers Union Local # 33 annual golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-31
form_agreement: Oral
explanation:
Ironworkers Local # 396 is a client of Empower. Empower purchased a Hole Sponsorship in the annual golf outing for the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers Local # 396.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-03
form_agreement: Oral
explanation:
Sprinkler Fitters and Apprentices Local Union 550 is a client of Empower. Empower purchased a sponsorship in the annual golf outing for the Sprinkler Fitters and Apprentices Local Union 550.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-07-22
form_agreement: Oral
explanation:
Empower purchased a Silver Sponsorship in the 22nd Annual Greater Kansas City Building & Construction Trades Council Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-10-13
form_agreement: Oral
explanation:
Empower purchased a sponsorship in the Annual Directory for the New Jersey State Building & Construction Trades Council AFL CIO.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-10
form_agreement: Oral
explanation:
Iron Workers Local Union No. 3 is a client of Empower. Empower purchased a hole sponsorship in the annual golf outing for the Iron Workers Local Union No. 33.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-03-25
form_agreement: Oral
explanation:
Empower purchased a Hole Sponsorship for the annual convention for the Kentucky Pipe Trades Association.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-08
form_agreement: Oral
explanation:
Empower purchased a sponsorship for the Annual District Council Meeting for the Iron Workers District Council of the Mid-Atlantic States.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-08
form_agreement: Oral
explanation:
Steamfitters Local 475 is a client of Empower. Empower purchased a Hole Sponsorship in the annual golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-26
form_agreement: Oral
explanation:
Empower sponsored the National Conference for the National Coordinating Committee for Multi Employer Plans


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-03-08
form_agreement: Oral
explanation:
Electrical Workers Local #369 IBEW is a client of Empower. Empower purchased a Sponsorship in the 13th Annual Golf Outing for the Electrical Workers Local # 369 IBEW.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-02
form_agreement: Oral
explanation:
IBEW Local 441 is a client of Empower. Empower purchased a sponsorship for the annual family picnic of the International Brotherhood of Electrical Workers Local No. 441


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-02
form_agreement: Oral
explanation:
Empower sponsored the Annual Convention of the Connecticut State Building Trades Council and the annual golf outing for the Connecticut State Building Trades Council.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-02-18
form_agreement: Oral
explanation:
Empower was a sponsor of the IBEW Construction & Maintenance Conference held in Washington, DC, for the International Brotherhood of Electrical Workers.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-23
form_agreement: Oral
explanation:
The New York City District Council of Carpenters is an Empower client. Empower sponsored the 2022 Metro NY Labor Dinner with a full page ad purchase and Empower sponsored the 2022 Gala Reception in New York, NY.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-05-05
form_agreement: Oral
explanation:
Sheet Metal Workers Local # 19 is an Empower client. Empower sponsored the 2022 Dinner Dance with a half page ad purchase and Empower sponsored the Annual Golf Outing in Philadelphia, PA.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-07-23
form_agreement: Oral
explanation:
Sheet Metal Workers Local # 331 is a client of Empower. Empower sponsored the 2022 Banquet Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CONTRIBUTION TO SUPPORT THE FOUNDATION TO BETTER LIVES FOR CHILDREN IN NEED THROUGHOUT NORTH AMERICA.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-09-30
form_agreement: Written*
explanation:
1. Annual golf tournament to benefit the Brotherhood Welfare Fund, held Saturday, October 29,2022 in Las Vegas. Payment made to the Brotherhood Welfare Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-04-12
form_agreement: Written*
explanation:
1. IBEW Local 357 and sponsors hosted a reception alongside their Progress Meetings April 20-22, 2022. Payment made to Resort World Las Vegas.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-08-16
form_agreement: Oral
explanation:
Vindex provided research, conducted group meetings and provided employees with accurate information about the NCRA election process, union representation process and collective bargaining and it provided Titan with related services to assist it in lawfully conveying its position during a Union Election Campaign under the NCRA.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Managing Partner
date_of_agreement: 2022-08-16
form_agreement: Oral
explanation:
CCG Group, LLC provided research, conducted group meetings, and provided employes with accurate information about the NCRA election process, union representation process and collective bargaining and it provided Titan with related services to assist it in lawfully conveying its position during a Union election campaign under the NCRA.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
explanation:
1. Donation for Golf Outing. 2. Donation for Golf Outing. 3. Donation for Golf Outing. 4. Donation for Golf Outing.


activity_code: ITEM 8.d.
activity_type: Both
counterparty_position: Executive Director
date_of_agreement: 2022-06-03
form_agreement: Oral
explanation:
For an agreement on June 3, 2022 (est.) to pay a single payment of $1100.00 to The Burke Group, PTI Labor Research provided research summaries on national and local UFCW petition, election, strike and ULP activity.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2022-05-11
form_agreement: Both
explanation:
For payment of fees on an hourly basis and reimbursement of travel and similar out-of-pocket expenses, The Crossroads Group met with Ecolab's southern New Jersey employees to provide education on employee rights under the National Labor Relations Act, the NLRB election process, and strikes and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2011-04-01
form_agreement: Written*
explanation:
Live Nation contracts 181 Consulting, a labor relations consulting firm, to handle all of Live Nation's labor relations and union negotiations. 181 Consulting is paid on a monthly retainer for all work completed. In July, August and December 2022, part of 181 Consulting's responsibilities under our agreement with the firm was to handle union petitions that were filed in Philadelphia and Las Vegas by IATSE Locals 8 and 720, respectively. 181 Consulting aided communications with the NLRB about scheduling the election and then in an informational campaign before the election occurred in August 2021. During the rest of 2021, there were no other union elections or organizing campaigns by any other Live Nation employees. No additional compensation was paid to 181 Consulting besides the monthly retainer required under our contract with them.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Owner
date_of_agreement: 2022-08-22
form_agreement: Oral
explanation:
Cannon Labor Relations was a verbal agreement with Envision Home Health, LLC (DBA Envision Hospice of Washington) to be onsite and meet with employees to persuade them to exercise their right to join or refuse to join in labor relations.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Empower sponsored the New York State Pipe Trades Association reception that was held during the 40th General Convention of the United Association of Journeymen and Apprentices of the Plumbing and Pipe Fitting Industry of the United States and Canada in San Diego, CA.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
IBEW Local Union 90 is a client of Empower. Empower purchased a Hole Sponsorship in the annual golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Empower purchased a Bronze Sponsorship for the 11th Annual Southern Nevada Building Trades Union Sportsmen's Trap Shoot.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Plumbers & Pipefitters Local Union # 104 is a client of Empower. Empower purchased a Gold Sponsorship in the Plumbers & Pipefitters Local Union # 104 Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Electrical Workers Local # 369 IBEW is a client of Empower. Empower purchased a Sponsorship in the 12th Annual Golf Outing for the Electrical Workers Local # 369 IBEW.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
UA Plumbers Local 24 is a client of Empower. Empower purchased a Hole Sponsorship in the Annual Golf Outing for the UA Plumbers Local 24.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Empower purchased a Gold Sponsorship for the Biennial Convention for the New Jersey State Association of Pipe Trades.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Empower purchased a Bronze Sponsorship for the 48th Annual Convention of the New England States Pipe Trades Association.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Empower purchased a Silver Sponsorship in the 21st Annual Greater Kanas City Building & Construction Trades Council Charity Golf Outing. Please note that during an audit of our 2021 LM-10 filing we determined that this sponsorship was reflected as $500 on the initial submission in March 2022. It has been corrected to $300 on 3/30/2023.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Empower purchased a sponsorship in the Annual Directory for the New Jersey State Building & Construction Trades Council AFL-CIO.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
UA Local 716 is a client of Empower. Empower purchased a Quarter Page Sponsorship in the Testimonial Book for the retirement dinner that was held for Business Manager John Napolitano.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Iron Workers Local Union No. 3 is a client of Empower. Empower purchased a Half Page Ad and ticket to the 52nd Anniversary Banquet for the Iron Workers Local Union No. 3.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
IBEW Local 441 is a client of Empower. Empower purchased a sponsorship for the annual family picnic of the International Brotherhood of Electrical Workers Local No. 441.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Plumbers Local 130 is a client of Empower. Empower purchased a Copper Pipe Sponsorship for the 125 Plus One Celebration, which commemorated the 125th Anniversary of the Plumbers Local 130 Union.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
International Union of Elevator Constructors is a client of Empower. Empower purchased a Gold Sponsorship for the 32nd Convention of the International Union of Elevator Constructors.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2022-04-06
form_agreement: Oral
explanation:
Payment was for professional services provided by Logic Labor Relations, LLC. These services included educational classes providing information to management and employees and answering question regarding the National Labor Relations Act, employee NLRA Section 7 rights, and information regarding the NLRB election process and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2019-03-01
form_agreement: Oral
explanation:
Payments were made to The Crossroads Group Labor Relations Consultants to assist Capstone Logistics communicate with and educate management and advise associates of their Section 7 rights, as well as furnish them with information regarding third party representation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-12-07
form_agreement: Oral
explanation:
The Company paid for a dinner meeting with Union leaders to celebrate the completion and signing of the Dispatcher's new Collective Bargaining Agreement. Because the Company paid for the entire amount of the bill for both the Company and the Union, the above expenditure reflects half the total bill, which covered the Union's costs.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-08-21
form_agreement: Oral
explanation:
The Company paid for a dinner meeting with the IBT local 2750 president to discuss pending labor matters related to pilots. Because the Company paid for the entire amount of the bill for both the Company and the Union, the above expenditure reflects half of the total bill, which covered the Union's costs.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-11-04
form_agreement: Oral
explanation:
The Company paid for a private room for a dinner with Union leaders to celebrate the completion and signing of the new Dispatcher Collective Bargaining Agreement. Because the Company paid for the entire amount of the bill for both the Company and the Union, the above expenditure reflects half of the total bill, which covered the Union's portion of the costs.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: BUSINESS MANAGER/FINANCIAL SECRETARY
date_of_agreement: 2022-11-02
form_agreement: Oral
explanation:
Payment was made for conference rooms and food for union negotiations. This was for the benefit of both the Union and the Company.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-10-14
explanation:
Boyd Watterson made this payment to IUEC Local 2 as a contribution to the meals and reception at the IUEC Local 2 Anniversary Dinner.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-01-06
form_agreement: Oral
explanation:
Inform and educate employees about their rights, duties, and responsibilities as they pertain to the New York State Employment Relations Act ("SERA") and SERA Rules and Regulations, as well as inform and educate employees about the New York Public Employment Relations Board, which is the agency tasked with administering SERA for matters such as representation proceedings, elections, collective bargaining, unfair labor practices, and related issues.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
Payment of Real Estate Taxes, Property Insurance, Phone & Pagers, Heat/Elect Utilities, Office Supplies/Copiers/Fax and PC & Support


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
05/04/2022 - Annual Pipefitters Local 636 Golf Outing Qty 1 Each , Bloody Mary Sponsor & Hole Sponsor 05/09/2022 - Donated 2 Red Wing Tickets to Raffle at Pipefitters Local 636 Union Mtg


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
03/20/2022 - Raffle Prize Qty 2, $100 Gift Cards - Health/Benefit Fair 10/22/2022 - Qty 2, $100 Gift Cards - Old Timers Retiree Picnic Raffle


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
$250: Sponsorship of 3rd Annual Endorsed Provider Appreciation Reception. $1,400: Sponsorship of the 7th Annual Benefit Seminar & Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1,) Annual Reception 2022 - Table and Advertisement 2/) 2022 Golf Outing - Golf, Dinner, Advertisement


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1.) Annual Breakfast Meeting 2.) Official Trades Directory and Catalog Advertising 3.) v15 Annual Jack Kennedy Memorial Golf Outing - Sponsor & Outing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
NYNE State Conference Heat & Frost Insulators and Asbestos workers 22nd Annual Charity Golf Tournament - Golf Outing Fee -


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Heat & Frost Insulators Asbestos Worker's Local 14 - 28th Annual Mesothelioma Fund Golf Outing Gold Page Advertisement


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
25 dozen Segal logo golf balls; made in USA. For Bricklayers &amp; Allied Craftworkers Local 1, NY Scholarship and Charitable Fund 21st Annual Golf ClassicGold Sponsor at Bricklayers &amp; Allied Craftworkers Local 1 NY Scholarship &amp; Charitable Fund 21st Annual Golf Classic


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Printed program sponsor for their 2022 Winter ConferenceHole Sponsor at their 10th Annual Building Trades Golf Classic


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1/2 Page Ad in the Nassau County &amp; Suffolk County Building &amp; Construction Trades Council Official Trades Directory


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Split between Segal and Segal Marco Advisors - Station Sponsorship &amp; 2 Shooters - 3rd Annual Ruby's Rainbow Clay Shoot - September 8, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Corporate Sponsorship - Sponsorship includes full page ad, logo on recognition signs and in the video slideshow, and reserved table for 10.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Chicago Laborers' District Council Charitable Foundation 15th Annual Golf Outing. Sponsorship of Golf Foursome and Lunch Sponsor


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
3 Hole Sponsorship - 36th Annual Golf Outing (Greater Cincinnati Building and Construction TradesCouncil) May 26th, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Dinner Sponsorship - CBCTC 47th Annual Golf Outing - June 3, 2022 - To be split evenly between Segal Marco Advisors and Segal.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CT State Building Trades 2nd Annual Jeff Merrow Charity Golf Outing on 8-24-22Platinum Sponsor to Connecticut State Building Trades Council's 98th Annual Convention on October 5-7, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
William Browning Memorial Golf Outing 8/27/22 - Bronze Sponsor5 doz Callaways / 19th Annual William Browning Memorial Golf Event (KBreslin/GMorrill attending) EIN #43-3893456Contribution/Donation re 19th Annual William Browning Memorial Golf Event held Aug 27 2022 (Bronze Sponsorship &amp; Two Golfers)EIN #43-3893456


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Annual Charity Golf 9/1/22Sponsor and participate at 22nd Annual Greater KC Bldg. &amp; Constr. Trades Council Charity Golf Tournament to benefit Truman Medical Centers' - Gold Sponsor - Includes golf for 4 golfers (R. Gerasta, J. Karmel, G. Morrill, TBD), breakfast, lunch and ad.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Greater St. Louis Port Council 2022 Golf Tournament (Mktg. in STL) Premier Sponsorship includes golf for four people (R. Gerasta, M. Heibeck, J. Lamentia, G. Morrill), 1 hole sign, lunch and dinner for four people


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Silver sponsorship for 2021 GEO Golf Tournament on 8-2-21.Sponsorship to Local 90's Annual Membership Outing on 9-11-21Silver Sponsorship for 2022 Geo Golf Tournament on 8-1-22Sponsorship to IBEW Local Union No. 90's Annual Membership Outing on 9-10-22.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Beverage Cart Sponsor at the IBEW Local 41 16th Annual Charity Golf Tournament for Camp Good Days on 9/10/22.$500 donation to IBEW Local 41's Annual Outing on 8/28/22.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Hole Sponsorship at the IBEW Local Union 98 / NECA 2022 Scholarship Fund Golf Outing on October 16, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship with signage of annual charity golf tournament sponsoring the University of Utah Burn Center.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SMA portion of Silver Sponsorship at the IBEW Local Union 24 Benefit Golf Tournament on 8/25/22Segal portion of Silver Sponsorship at the IBEW Local Union 24 Benefit Golf Tournament on 8/25/22


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
IBEW Local 540 annual golf outing. Two hole sponsorships @ $100 eachHole Sponsorship - IBEW Local 540 Annual Golf Outing - 06/11/22


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Foursome at $2,000 &amp; Dinner Sponsor at $1,000 at International Union of Operating Engineers Local 30's Fall Golf Classic


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship for the 22nd Annual Scholarship &amp; Apprentice Sponsorship Golf Scramble on June 8, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Segal portion of various dinner event and memorial expenses on February 8-9, 2022, May 23-24, 2022 and June 2021-2022 per July 1, 2022 invoiceIron Workers St. Louis District Council Trust Funds Segal Portion of Funds August 23, 2022 BOT Meeting events per 10/12/2022 BeneSys Invoice #107257Segal sponsorship portion of the Iron Workers District Council of St. Louis &amp; Vicinity Delegate Holiday Dinner on December 8, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship and participation at the Iron Workers 392 Scholarship Fund Golf Tournament on Sept. 10, 2022 - $250.00 Event Sponsor and a $90.00 Golf Fee for Jody Ohm's participation at the event


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Iron Workers Local 103 - 2022 Golf Scramble at Quail Crossing Golf Course on 9.10.2022 - Hole Sponsor (2 signs)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Ironworkers Local 396 Annual Golf Tournament on June 11, 2022 - Sponsorship includes hole sponsor ($125.00) and 3-person team entry fee ($300) for green fees, riding cart, lunch and dinner - R. Gerasta, J. Karmel and J. HaasEvent sponsor for Iron Workers Local Union #396 Annual Buddy Bass Tournament held on October 8, 2022 at Lake of the Ozarks.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Iron Workers Local 10 - 26th Annual Charity Golf Tournament on September 24, 2022 - Gold Sponsorship (Food and Beverage)Raffle prizes (various golf items) purchased from Dick's Sporting Goods for the Iron Workers Local 10 - 26th Annual Golf Tournament held on September 24, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Iron Workers St. Louis D.C. Trust Funds Segal portion of Nov. 15-16, 2022 BOT Mtg. meal expenses - BeneSys Invoice 109695, dated January 11, 2023


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1/2 page ad for Souvenir Journal; 2 dinners at $155 each for Ironworkers Local Union 417 Michael Gaydos Retirement Dinner


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Half Page Ad - IW Local 550 Awards 6/11/22IW 250 Eric Jones Reverse Raffle Fundraiser -7/9/22 - Beverage SponsorIron Workers Local 550 Joseph Crone Scholarship Golf Outing Sep 3, 2022 - Gold Hole Sponsor


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UFCW Local 5 &amp; Labor Foundation for Union Workers- 15th Annual Leukemia-Lymphoma Charity Golf Tournament 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Laborers' Local 231 John M. Evans Scholarship Fund Golf Outing at Lick Creek Golf Course, Pekin, IL on 9.21.2022 - Gold Corp. Sponsor Lunch for Tournament - includes golf for 4 (G. Morrill, TBD, TBD, TBD), tee sign, listing in booklet


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
LiUNA M.W. Annual Charity Golf Outing (For Laborers' Disaster Response Team) - Sponsorship includes a hole sponsor ($300.00) and golf for a foursome ($1,000.00) for Jake Karmel, TBD, TBD,TBDSponsorship for The Annual Edward M. Smith Charity Golf Tournament on June 23, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Silver Sponsorship ($1400) for 31st Annual Michigan Building Trades Golf Outing - July 15, 2022Silver Sponsorship - Golf Outing for Michigan Wounded and Returning Warriors Project


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Two (2) Full Day of Golf at $500 each and 1 Hole Sponsor at $400 at their Annual Robert J. Cavanaugh Millwright Local 740 Scholarship Fund Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
DAD's 26th Annual Golf Scramble (Golf/Hole Sponsorship)September 7, 202226th Annual Dollars Against Diabetes Golf Tournament September 7, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Hole sponsorship: Parent organization, Missouri &amp; Kansas Laborers' District Council, is holding the golf tournament through it's charitable foundation.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Ad Sponsorship and Tee Sponsorship to New England States Pipe Trades Association (NESPTA) 2022 Annual Convention on 8/18-8/21/22


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Two Individual Player at $1,000 each; 1 HoleSponsor at $500 at New York City &amp; VicinityDistrict Council of Carpenters Annual CharityGolf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Carpenters Annual Shot Gun Tune Up Event on August 2022NCSRCC Scholarship Golf Outing September 10, 2022 Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Silver Sponsorship for Laborers 31st Annual Northern California Laborers Scholarship Foundation Golf TournamentNorthern CA Laborer's Scholarship Foundation Clayshoot - Gold Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
2022 Utah Charity Golf Tournament- Silver SponsorContributing Sponsor - 27th Annual Tom Stapleton Golf Tournament - Donation only - no golfers


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Pipefitters Local 120 Golf Outing July 9, 2022 - 2 Hole Sponsorship level.Split between Segal and Segal Marco Advisors - Full Page Ad for Cleveland Building Trades 40th Annual Baseball Tournament Booklet - September 3, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Pipefitters' Local 597 Charities - 4th Annual Drive for Cancer Research - Gold Sponsor ($2,500) and 2 Golf/Dinner Non-Member Fees ($200./pp) for R. Gerasta and J. Haas. The event will be held at Silver Lake CC in Orland Park, IL.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Hole sponsorship for the Pipeliners 21st Annual Golf TournamentGeorge M. Lambert / Harry Faucet, Jr. Memorial Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Golf page ad for Roofers Local 30 41st Apprentice Graduation Dinner commemorative booklet.Half page ad for Roofers Local 30 Annual Retirees' Luncheon


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
S.M.A.R.T. Local Union 105 Charity Golf Tournament to benefit the "Autism Spectrum Athletics (ASA)" - event on 4/20/2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
A Lunch Sponsor at New Jersey State Council of Sheet Metal Workers 8th Annual Golf OutingOne (1) Hole Sponsor at $300 and two (2) Golfers at $140 each at the Sheet Metal Workers Local Union 22 14th Annual Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SMART Local 73 3rd Annual Charitable Golf Outing at Glen Eagles Country Club in Lemont, IL - Tom Burek Memorial - Silver Sponsor ($1,500. - includes name on banner and individual hole sponsor), and Foursome with Dinner ($550) - J. Karmel, M. Garrett, TBD, TBDSMW Local 73 - Veteran's Committee Ceremony - Ad sponsorship for 2022 Program Booklet (Full Page)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The Annual Edward M. Smith Charity Golf Tournament. Laborers' Local 773 is part of Southern Illinois Laborers (local office in Marion IL) who is having the golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The Annual Edward M. Smith Charity Golf Tournament. Laborers Local 773 is the local office of Southern Illinois Laborers who is part of this event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Breakfast Sponsor at the New York State Conference of Teamsters, The Fort William Henry Resort &amp; Conference Center


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Breakfast Sponsor at $2,000.00 and 2 golfers at $400.00 each for Joint Council 73 Scholarship Fund 21st Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
19th Annual Golf Tournament on 9-11-21 - Gold Sponsorship, Tax ID # 56-2662379.20th Annual Golf Tournament on 9-10-22


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Flag Sponsorship for Teamsters Local 404 Frank A. Gentile Memorial Scholarship Golf Tournament on 9/24/22.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Teamsters Local 705 - 11th Annual Texas Hold'em Tournament for the Stephen E. Pocztowski Memorial Scholarship Fund - Bronze Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
donation and advertising for 13th annual Ralph J. Taurone Scholarship Gold Tournament. 501(c) 75-0109026.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Four (4) $50.00 Gift Cards - Door Prizes for Teamsters Local Union No. 507 Member/Retiree Picnic - July 23, 2022.Happy Dining Gift Cards (4-$50.00) for Raffle - Summer Event for Members and Retirees - July 23, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
4th Annual Charitable Event on July 30, 2022Teamsters Local 727 Charitable Fund Annual Charity Event Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Tee Sponsorship &amp; One Golf Fee Entry (GMorrill) - 21st Annual TLU 769 Scholarship Fund Golf Event held 11.19.2022 in Pompano Beach, FL. (Funds to scholarships). CRM-Kevin Breslin


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Driving Range Sponsorship at Tile, Marble &amp; Terrazzo Union Local #7 of New York &amp; New Jersey's Golf Outing benefiting Local 7 Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Local 777 18th Annual Charity Golf Outing on Fri. 6-24-22 - Gold Tee Sponsorship.Silver Sponsorship ($425.00) at the Local 777 18th Annual Golf Tournament on June 24, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UFCW 1996 Charity Foundation Golf Outing- Albatross Level Sponsorship 2022UFCW LOCAL 1996 CHARITY FOUNDATION- Auction Dinner Sponsor


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Platinum Sponsor - Housewright-Wynn Charity Golf Classic October October 17 2022. Joint sponsorship Segal Marco &amp; Segal$5,000 each.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UFCW Local 1546 Charity Fund Golf Classic SponsorUFCW Local 1546 Charity Fund Golf Classic FoursomeLast year UFCW 1546 Leukemia Fund Annual Charity Golf Outing Sept 14 2021. Waiting on client ach or credit card processing information; there was no way to pay until now.UFCW 1546 Charity Fund Golf Classic September 13, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Segal Marco Advisors donation portion for 28th Joe Pretti Memorial Golf Tournament on 9.19.2022 - Bronze sponsorship ($7,000) for premium hole signage, hole sponsor and golf for 4 golfers (R. Gerasta, K. Breslin, J. Marco, D. Greengard). Segal to donate $3,500.Segal donation portion for 28th Joe Pretti Memorial Golf Tournament on 9.19.2022 - Bronze sponsorship ($7,000) for premium hole signage, hole sponsor and golf for 4 golfers (R. Gerasta, K. Breslin, J. Marco, D. Greengard). Segal Marco Advisors to donate ($3,500).


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
15th Annual Missouri &amp; Kansas Laborers' Western Charitable Foundation Golf Outing at Drumm Farm Golf Club in Independence, MO on 9.30.2022 - Hole Sponsor ($300) and Team Fee ($560) forJ. Karmel, G. Morrill, R. Pietrzak, TBD


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsor WSMW Benefit Funds Annual Golf and Fishing Outing on September 8, 2022SMART Local 18 Christmas Meeting on 12/13/2022 in Waukesha, WI - Purchased 5 - $25 Amazon gift cards for the gift card donation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
Plumbers 130 Dinner at Dominick's SteakhouseSegal sponsorship dinner meeting at Mastro's Ocean Club in Hollywood, FL with Joe Ohm, Greg Hose, and Jake Karmel.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
Sponsorship of 63rd Annual North American Newspaper Conference (NANC)Dinner after Board of Trustees Meeting


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-08-24
form_agreement: Oral
explanation:
An agreement to pay for labor relations advice regarding an organizational effort by the Teamsters. Charges incurred were billed at the rate of $3,750 per day, plus reasonable and ordinary expenses such as travel, lodging and food. Specific assistance included speaking with employees regarding the process and issues involved in collective bargaining and the reasons why the Company believes it is neither in its best interest nor in the best interest of its employees to bring a union into the workplace.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-08-24
form_agreement: Oral
explanation:
An agreement to pay for labor relations advice regarding an organizational effort by the Teamsters. Charges incurred were billed at the rate of $3,500 per day, plus reasonable and ordinary expenses such as travel, lodging and food. Specific assistance included speaking with employees regarding the process and issues involved in collective bargaining and the reasons why the Company believes it is neither in its best interest nor in the best interest of its employees to bring a union into the workplace.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The payment to I.B.E.W. L.U. 313 REC & ED FUND represented sponsorship of a putting green at the 2022 I.B.E.W. Local Union No. 313 Annual Golf Outing. The payment was made to the labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The payment to IUEC Local 2 Anniversary Celebration represents the purchase of an advertisement in the Dinner Program for the IUEC Local No. 2 125th Anniversary Commemorative Journal and purchase of a ticket. Payment was made to the labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The payment to LOCAL 5 DINNER DANCE COMMITTEE represents the purchase of an advertisement in the Dinner Program for the IUEC Local No. 5 30th Annual Dinner Dance. Payment was made to the labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The payment to LU 313 120th Anniversary Committee represents the purchase of an advertisement in the Souvenir Program for the Local 313, I.B.E.W. 120th Anniversary celebration. Payment was made to the labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The payment to RGH GOLF TOURNAMENT represented sponsorship of 2 holes at the IUEC Local No. 10 RGH Golf Tournament. Payment was made to the labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The payment to THOMAS J. McNULTY SCHOLARSHIP FUND represents the purchase of an advertisement in the Dinner Program for the 33rd Annual Thomas J. McNulty Scholarship Dinner Dance. The Fund provides scholarships to the dependent children of Plumbers Local No. 690 members. Payment was made to the Thomas J. McNulty Scholarship Fund of the Local Union.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-07-06
form_agreement: Oral
explanation:
Provided information to management and employees relative to the NLRA, employees' Section VII rights, and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Consultant
date_of_agreement: 2022-07-12
form_agreement: Written*
explanation:
Labor relations services to conduct employee meetings, counseling client and other activities relevant to union prevention.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-11-28
form_agreement: Both
explanation:
Independent labor consulting firm was retained in response to large scale union organizing efforts, including to assist us in expressing the company's opinion on union representation, and to educate employees about the issues, election process and rights under the law.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-05-23
form_agreement: Both
explanation:
Independent labor consulting firm was retained in response to large scale union organizing efforts, including to assist us in expressing the company's opinion on union representation, and to educate employees about the issues, election process and their rights under the law.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2002-07-26
form_agreement: Written*
explanation:
Payment for professional services provided by Employer Labor Solutions (ELS). ELS was retained to assist in communicating with employees, when management was unable to do so, with regard to the manner in which they may exercise their rights to organize and bargain collectively under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
explanation:
BCBSAZ is an employer that provides health insurance services in Arizona. BCBSAZ made a $2,000 payment to the Professional Fire Fighters of Arizona (PFFA) as a Hospitality Room Sponsor at the 2022 PFFA convention in Tucson, Arizona, held June 1-4, 2022. Payment was made by check (posted 3/9/2022) to Professional Fire Fighters of Arizona, attention Roger Wright. Apple watch ($434.71) raffled at convention.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Managing Partner
date_of_agreement: 2021-11-02
form_agreement: Written*
explanation:
Provided consulting services with respect to an NLRB sponsored RCelection TEAMSTERS( LOCAL UNION 399 STUDIO TRANSPORTATION DRIVERS LOCAL)


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: CEO
date_of_agreement: 2022-05-27
form_agreement: Written*
explanation:
Engaged CACR to meet with equipment operators to explain their rights under the NLRA and answer questions.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, Local D-533
date_of_agreement: 2020-01-03
form_agreement: Oral
explanation:
Five members of the International Brotherhood of Boilermakers Union Local D-533 attended various union-management events where 8.a reportable items were received. The five members of the Union committee participating in these events are: Mike Schrock - Local President - D-533 Chuck Kelly - Local Vice-President - D-533 Donnie Beall - Local D-533 Committee Member Kent Ardinger - Local D-533 Committee Member Randy Kolb - Local D-533 Committee Member Dedicated office space is provided to the local union for the purpose of conducting union business. Hagerstown, MD Plant - Local Union D-533 Boilermakers Union. Estimated rental value of space is $150 per month.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Local President
form_agreement: Oral
explanation:
Five members of the International Brotherhood of Boilermakers Union Local D-533 attended various union-management events where 8.a. reportable items were received. The five members of the Union committee participating in these events are: Mike Schrock - Local President - D-533 Chuck Kelly - Local Vice-President - D-533 Donnie Beall - Local D-533 Committee Member Randy Kolb - Local D-533 Committee Member Kent Ardinger - Local D-533 Committee Member


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Local President
date_of_agreement: 2001-01-01
form_agreement: Oral
explanation:
Six members of the USW Local 5-363 Union Committee attended safety meetings where lunch was provided. The six members of the Union Committee attending and their positions in the Union are: James Kimberlin - Local President Lee Wallace - Local Vice-President Sara Montgomery - Chief Steward Steve Houser - Treasurer Larry Gwinner - Financial Secretary Darryl Charlton - Recording Secretary


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2022-09-12
form_agreement: Oral
explanation:
Arrangements were made with Logic Labor Relations LLC to speak and listen to plant employees regarding their workplace concerns.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President/Business Agent
date_of_agreement: 2022-08-21
form_agreement: Oral
explanation:
Payment was made via AMEX to sponsor a total of 8 golf participants in the annual golf tournament held at Fox Hollow Golf Course located at 13410 W. Morrison Rd., Lakewood, CO 80228.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: LABOR CONSULTANT
explanation:
PAYMENT FOR TRAVEL, LODGING AND MEALS TO AND FROM OUR LOCATION FOR (1) ONE PERSON WHOSE SOLE PURPOSE WAS TO PROVIDE THE PRO'S AND CON'S OF THE PETITIONS AND ANSWER ANY QUESTIONS. PURELY EDUCATIONAL AND UNBIASED INFORMATION PROVIDED.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Consultant
date_of_agreement: 2022-12-20
form_agreement: Oral
explanation:
Katie is a friend and agreed to meet with employees and managers to walk through the Basic Guide to the National Labor Relations Act and the voting process. We are a small business, so she helped for free.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President - ER experts, Inc d/b/a Action Resources
date_of_agreement: 2022-03-11
form_agreement: Written*
explanation:
For providing employee relations consulting services related to potential labor relations organizing


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor consultant
date_of_agreement: 2022-02-16
form_agreement: Oral
explanation:
Oral agreement to provide human resource advice regarding petition for election and meet with employees to provide information and answer questions. Each payment was made to compensate Mr Hyde for his time and expertise.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-10-07
form_agreement: Written*
explanation:
Independent labor consulting firm was engaged in response to union organizing efforts, to communicate with employees regarding their rights to unionize and refrain from unionizing under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-11-07
form_agreement: Oral
explanation:
Engaged independent labor consultant to communicated with employees regarding their rights to unionize and refrain from unionizing under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2022-03-25
form_agreement: Oral
explanation:
Payments were for professional services provided by Logic Labor Relations, LLC. Services included educational classes providing information to management and employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered questions


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-01-18
form_agreement: Oral
explanation:
Quentin Nelson was hired to provide education sessions to employees so that they could make their own individual choice as to whether a union is in their own best interest. Education included providing information on how the organization process works and their rights under NLRA.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-06-10
form_agreement: Oral
explanation:
The AZ Alignment Group Association assisted Encore Communities / Northwoods Lodge during a union representation election by discussing with employees their rights under the NLRA to make an informed choice.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2021-10-11
form_agreement: Written*
explanation:
Payments were made to Action Resources for services provided. These services included providing employees information and answering questions they had.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President,ECLR
date_of_agreement: 2022-03-20
form_agreement: Written*
explanation:
To conduct employee meetings and educate workers on joining a union and to prevent the filing of a certification petition.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-02-09
form_agreement: Written*
explanation:
Payments were made for LRI to educate employees regarding exercising their rights to organize and bargain collectively. Charges for services were made on an hourly basis plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2022-06-29
form_agreement: Written*
explanation:
Payment was made to RoadWarrior Productions, LLC under the terms of a written agreement, a copy of which has been filed contemporaneously.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-08-15
form_agreement: Written*
explanation:
Payment was made to Flores Labor Relations, Inc. pursuant to the terms of a written agreement, a copy of which has been filed contemporaneously.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Union Business Agent
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The company provides the items described in Section 11 (c) pursuant to a past practice and oral agreement that has been in place for decades.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-02-09
form_agreement: Written*
explanation:
Payments made per the billing schedule as agreed to for the services detailed in the letter of engagement


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor Relations Consultant
date_of_agreement: 2021-08-25
form_agreement: Written*
explanation:
B. Braun Medical Inc. and Labor Information Services, Inc. have agreed for Labor Information Services, Inc. to inform employees in the voting unit to exercise their right to choose whether or not they wish to be represented for the purposes of collective bargaining. B. Baun Medical Inc. made payments listed in 11.a to Labor Information Services, Inc. in 2022. Filing date based on availability of both signatories.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Labor Relations Consultant
date_of_agreement: 2021-12-01
form_agreement: Oral
explanation:
B. Braun Medical Inc. and Labor Information Services, Inc. have agreed for Labor Information Services, Inc. to conduct meetings with employees in the voting bargaining unit to discuss the realities of signing authorization cards and voting in an upcoming election. B. Baun Medical Inc. made payments listed in 11.a to Labor Information Services, Inc. in 2022. Filing date based on availability of both signatories.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-02-14
form_agreement: Oral
explanation:
1. Per person cost for attending the Metal Trades Council Leadership Conference Lunch 2. Per person cost for attending the 40 Year Service Award Dinner 3. Per person cost for attending the Supervisor's Holiday Party


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-10-21
form_agreement: Oral
explanation:
1. Per person cost for attending the 40 Year Service Award Dinner 2. Per person cost for attending the Supervisor's Holiday Party


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Partner
date_of_agreement: 2022-12-21
form_agreement: Written*
explanation:
The agreement with The Crossroads Group was signed on 12/21/2022, but no work was done until the week of 01/09/2023.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-07-26
form_agreement: Written*
explanation:
Payment for undertaken activities where an object therefore, directly or indirectly, was to persuade employees to exercise or not to exercise, or as to the manner of exercising the right to organize and bargain collectively through representatives of their own choosing.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-05-06
form_agreement: Oral
explanation:
Labor Management Consultants, specifically their employee named Bill Wheeler, was engaged to provide his observations from working for and with union organizations for many years. Bill met only with employees who chose to be at the meetings. Attendance was not taken and was completely optional for all employees.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: PRESIDENT
date_of_agreement: 2021-09-10
form_agreement: Both
explanation:
Engaged LRI Consulting Services to educate employees regarding exercising their right to organize and bargain collectively with payments made at an hourly rate along with reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independant Labor Consultant
date_of_agreement: 2002-10-27
form_agreement: Written*
explanation:
11/21/2022 payment was for Consulting and Meals per diem; 12/28/2022 was for Consulting, Car Rental and Meals Per Diem. The scope of the work provided was to provide consulting services to assist wth both pre-petition and/or campaign work for union avoidance, including both management team coaching and direct employee education regarding their section 7 right to oppose unionization.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2022-10-05
form_agreement: Oral
explanation:
Payment for services to Bill Wheeler/Labor Management Consultants, LLC to communicate with employees to educate them on the election process and to persuade them concerning their rights to organize and bargain collectively.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independant Labor Consultant
date_of_agreement: 2022-10-12
form_agreement: Written*
explanation:
11/30/2022 and 12/21/2023 checks were for travel expenses and consulting; The scope of the work provided was to provide consulting services to assist with both pre-petition and/or campaign work for union avoidance, including coaching to the management team, and direct employee education regarding their section 7 rights under the NLRA to oppose unionization.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-04
form_agreement: Oral
explanation:
No payments were made in 2022. Last payment was in December 2021, as reported on 2021 LM 10. I inserted 1/1/22 for $1 because the form would not allow us to submit.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2022-01-31
form_agreement: Written*
explanation:
For payment on an hourly basis and reimbursement of reasonable and customary out-or-pocket expenses, Miko Penn and Steve Beyer of The Crossroads Group conducted educational meetings and conversations with White Plains Hospital employees on employee rights under the National Labor Relations Act, collective bargaining, and NLRB election procedure.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independant Labor Consultant
date_of_agreement: 2022-10-12
form_agreement: Written*
explanation:
02/08/2023 check was for travel expenses and consulting; The scope of the work provided was to provide consulting services to assist with both pre-petition and/or campaign work for union avoidance, including coaching to the management team, and direct employee education regarding their section 7 rights under the NLRA to oppose unionization.


activity_code: ITEM 8.e.
activity_type: Payment
date_of_agreement: 2022-08-02
form_agreement: Oral
explanation:
Payments were for professional services provided by Logic Labor Relations, LLC. Services included conducting informational meetings with Company employees related to the process of unionization, the National Relations Act, the role of the National Relations Board, and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2022-11-16
form_agreement: Written*
explanation:
RoadWarrior Productions, LLC provided research, conducted group meetings, provided employees with information about the election/representation and collective bargaining process under the National Labor Relations Act, and provided other assistance to LMI Aerospace in lawfully conveying its position during a union organizing campaign.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President of Quest Consulting
date_of_agreement: 2022-11-14
form_agreement: Oral
explanation:
Independent Labor Consultants were engaged to hold meetings to inform employees of their Section 7 rights using NLRB documents. The engagement was reached by oral agreement and no payment was made in fiscal year 2022.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-12-07
form_agreement: Written*
explanation:
Retained on a fee-for-service basis at hourly rate of $425; obtained services towards meeting with employees and educating about their rights under the National Labor Relations Act in the context of a union organizing effort.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Consultant
date_of_agreement: 2022-04-11
form_agreement: Oral
explanation:
To persuade employees to exercise or not to exercise, or persuade employees as to the manner of exercising, the right to organize and bargain collectively through representatives of their own choosing. Verbal agreement to represent Himco Waste-Away Service in the decertification campaign against the Teamsters Union at the Elkhart (IN) facility. Agreement is for no specific time, has never been reduced to writing, and may be terminated by either party at any time. All Consultations billed at $250/hourly plus travel-time and expenses.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2022-09-18
form_agreement: Written*
explanation:
Educate employees and Council board members with respect to the National Labor Relations Act and Collective Bargaining.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor consultant
date_of_agreement: 2022-01-27
form_agreement: Oral
explanation:
The nature of the agreement was to provide factual information and education to employees regarding the NLRA. The information provided was not to persuade, but rather to educate. The election was held by mail, therefore some of the time was also devoted to explaining the mail ballot process.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2021-11-04
form_agreement: Oral
explanation:
Reimbursement for IFEBP Conference expenses in Las Vegas from October 22, 2022 through October 27, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2022-11-17
form_agreement: Oral
explanation:
Reimbursement for IFEBP conference expenses in Las Vegas from October 22, 2022 through October 26, 2022.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-07-11
form_agreement: Written*
explanation:
All payments made to talk with employees, and prepare materials to present the employees, to inform and educate them about their and the Company's rights, duties, and responsibilities pertaining to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances. Payment terms were $400 per consultant, plus expenses.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-01-19
form_agreement: Written*
explanation:
Payment was made to Quest Consulting, Inc. under the terms of a written agreement, a copy of which as been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Consultant
date_of_agreement: 2021-09-07
form_agreement: Written*
explanation:
The AZ Alignment group consultant was engaged to educate the employees of Backus Hospital of their Section 7 rights under the NLRA to inform employees and answer questions. Backus Hospital paid for the consulting, education and travel expense per agreement.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: independent labor consultant
date_of_agreement: 2022-11-15
form_agreement: Oral
explanation:
The Labor Pros agreed to provide one or more individuals on-site to provide education to leadership on union organizing and what an employer may or may not do during an organizing campaign; to provide education to staff regarding their rights under the NLRA; to answer questions of staff members; and to share experiences as a union member as a member of school administration working with a unionized workforce. For these services, The Labor Pros charged $77,960.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-01-15
form_agreement: Oral
explanation:
Government Resources Consultants of America Inc. provided research, conducted group meetings, and provided employees with information about the election/representation and collective bargaining process under the NLRA, and it provided other services to assist Resorts World in lawfully conveying it position during a union organizing campaign.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-01-18
form_agreement: Oral
explanation:
D&G Creative Consulting provided research, conducted group meetings, and provided employees with information about the election/representation and collective bargaining process under the NLRA, and it provided other services to assist Resorts World in lawfully conveying it position during a union organizing campaign.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER
form_agreement: Oral
explanation:
LABORERS' LOCAL 435 IS THE ROCHESTER REGION LOCAL OF THE LABORERS' INTERNATIONAL UNION. THIS PAYMENT WAS MADE FOR HARD HAT DECALS WHICH IDENTIFIES THE TRADES FOR THE BENEFIT OF THE UNION AND FELLOW MEMBERS OF THE LABORERS INTERNATIONAL UNION.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER
form_agreement: Oral
explanation:
LABORERS' LOCAL 633 IS THE OSWEGO REGION LOCAL OF THE LABORERS' INTERNATIONAL UNION. THIS PAYMENT WAS MADE FOR SPONSORSHIP FOR THEIR ANNUAL GOLF TOURNAMENT WHICH RAISES MONEY FOR LOCAL 633 SCHOLARSHIPS FOR THE BENEFIT OF THE UNION AND FELLOW MEMBERS OF THE LABORERS INTERNATIONAL UNION.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER
form_agreement: Oral
explanation:
LABORERS' LOCAL 1822 IS THE MASSENA REGION LOCAL OF THE LABORERS' INTERNATIONAL UNION. THIS PAYMENT WAS MADE FOR SPONSORSHIP OF THEIR ANNUAL GOLF TOURNAMENT WHICH RAISES MONEY FOR AGATI-LABORER'S LOCAL 322 SCHOLARSHIP FUND FOR THE BENEFIT OF THE UNION AND FELLOW MEMBERS OF THE LABORERS' INTERNATIONAL UNION.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
form_agreement: Oral
explanation:
BOILERMAKERS LOCAL LODGE NO. 5 ZONE 7 IS THE ORCHARD PARK REGION LOCAL OF THE LABORERS' INTERNATIONAL UNION. THIS PAYMENT WAS MADE FOR SPONSORSHIP OF THEIR ANNUAL GOLF TOURNAMENT WHICH RAISES MONEY FOR BOILERMAKERS LOCAL 5 ZONE 7 SCHOLARSHP FUND FOR THE BENEFIT OF THE UNION AND FELLOW MEMBERS OF THE LABORERS' INTERNATIONAL UNION.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER
form_agreement: Oral
explanation:
LABORERS LOCAL UNION 435 IS THE UNION ASSOCIATED WITH THE ROCHESTER TRAINING AND APPRENTICESHP FUND. THE ABOVE REPRESENTS EXPENSES PAID FOR BY THE TRAINING AND APPRENTICESHIP FUND FOR THE BENEFIT OF THE FUND AND THE UNION IN ITS JOINT PURPOSE TO BENEFIT THE MEMBERSHIP OF THE LOCAL 435 UNION. COSTS REIMBURSED ARE AS LISTED.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SECRETARY-TREASURER
form_agreement: Oral
explanation:
THE ABOVE REPRESENTS EXPENSES PAID FOR BY THE TRAINING AND APPRENTICESHIP FUND FOR THE BENEFIT OF THE FUND AND THE UNION IN ITS JOINT PURPOSE TO BENEFIT THE MEMBERSHIP OF THE LOCAL 621 UNION. COSTS REIMBURSED ARE AS LISTED.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2021-09-05
form_agreement: Written*
explanation:
Consultant was engaged to assist Pathway Vet Alliance LLC in its efforts to advise its employees of their Section 7 rights and furnish them with information regarding third-party representation.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Partner
date_of_agreement: 2021-09-05
form_agreement: Written*
explanation:
The Company engaged the consultant to assist it in its efforts to advise its employees of their Section 7 rights and to furnish them with information regarding third-party representation.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Labor Consultant
date_of_agreement: 2022-05-02
form_agreement: Written*
explanation:
Consultant met with employees to discuss the National Labor Relations Act as well as National Labor Relations Board policies and procedures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 05/04/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109. 2. 05/09/2022: Highmark hosted lunch at Cioppino, 2350 Railroad Street, Pittsburgh, PA 15222. 3. 08/03/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109. 4. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 5. 11/02/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Representative
explanation:
1. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, skill prize and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Uniserv Representative
explanation:
1. 05/13/2022: Highmark hosted food/beverage during a Penguin's game; PPG PAints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 2. 05/13/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 07/12/2022: Highmark hosted golf outing; Cranberry Highlands Golf Course, 5601 Freshcorn Road, Cranberry Township, PA 16066. 4. 09/06/ 2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
1. 09/18/2022: Highmark hosted golf outing: Jacaranda Golf Club, 9200 W Broward Blvd, Plantation, FL 33324. 2. 09/18/2022: Highmark hosted lunch; Upper Deck Seafood and Sports, 906 East Hallandale Beach Boulevard, Hallandale Beach, FL 33009. 3. 09/19/2022: Highmark hosted dinner; Flickerlite Bar & Pizza, 1014 N Ocean Drive, Hollywood, FL 33019. 4. 09/20/2022: Highmark hosted golf outing: Jacaranda Golf Club, 9200 W Broward Blvd, Plantation, FL 33324. 5. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 01/20/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
explanation:
1. 01/25/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Council Representative
explanation:
1. 03/27/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
1. 01/20/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220 2. 05/09/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 3. 06/11/2022: Highmark hosted client entertainment; Heinz Field, 100 Art Rooney Avenue, Pittsburgh PA 15212. 4. 09/18/2022: Highmark hosted golf outing: Jacaranda Golf Club, 9200 W Broward Blvd, Plantation, FL 33324. 5. 09/18/2022: Highmark hosted lunch; Upper Deck Seafood and Sports, 906 East Hallandale Beach Boulevard, Hallandale Beach, FL 33009. 6. 09/19/2022: Highmark hosted dinner; Flickerlite Bar & Pizza, 1014 N Ocean Drive, Hollywood, FL 33019. 7. 11/20/2022: Highmark hosted Steelers game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
1. 01/20/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 02/03/2022: Highmark hosted lunch; Scoglio's, 661 Andersen Drive #100, Pittsburgh, PA 15220. 3. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 152201.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
1. 02/15/2022: Highmark hosted lunch; Gino Brothers Pizzeria Inc, 55 Alfha Drive West, Pittsburgh, PA 15238. 2. 04/04/2022: Highmark hosted lunch, Buca, 1825 Connecticut Avenue NW, Washington DC 20009. 3. 04/05/2022: Highmark hosted dinner; Filomena, 1063 Wisconsin Avenue NW, Washington, DC 20007. 4. 09/19/2022: Highmark hosted dinner; Flickerlite Bar & Pizza, 1014 N Ocean Drive, Hollywood, FL 33019. 5. 10/26/2022: Highmark hosted golf outing; Angel PArk Golf, 100 S RamPArt Boulevard, Las Vegas, NV 89145.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 01/30/2022: Highmark hosted dinner; Diplomat Beach Resort, 3555 South Ocean Drive, Hollywood, FL 33019. 2. 02/04/2022: Highmark co-hosted CRLO Gulf Outing, Jacaranda Golf Club, 9200 west Broward Boulevard, Plantation, FL 33324. 3. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 01/25/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 09/18/2022: Highmark hosted golf outing: Jacaranda Golf Club, 9200 W Broward Blvd, Plantation, FL 33324, Highmark hosted lunch; Upper Deck Seafood and Sports, 906 East Hallandale Beach Boulevard, Hallandale Beach, FL 33009.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
1. 01/25/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 04/09/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 06/21/2022: Highmark hosted dinner; THE Club, Harrisburg Hilton and Towers,One North Second Street, Harrisburg, PA 17101. 4. 07/28/2022: Highmark hosted dinner; Ricco's Restaurant, One Rico Lane, Pittsburgh, PA 15237. 5. 08/31/2022: Highmark hosted dinner; Stonewall Resort, 940 Resort Drive, Roanoke, VA 26447. 6. 09/18/2022: Highmark hosted golf outing: Jacaranda Golf Club, 9200 W Broward Blvd, Plantation, FL 33324. 7. 09/18/2022: Highmark hosted lunch; Upper Deck Seafood and Sports, 906 East Hallandale Beach Boulevard, Hallandale Beach, FL 33009. 08. 09/19/2022: Highmark hosted dinner; Flickerlite Bar & Pizza, 1014 N Ocean Drive, Hollywood, FL 33019. 09. 10/02/2022: Highmark hosted Steelers game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 15212. 10. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 01/30/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 02/19/2022: Highmark hosted client entertainment; Petersen Events Center, 3719 Terrace Street, Pittsburgh, PA 15261. 3. 09/28/2022: Highmark hosted customer entertainment, PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 4. 11/26/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 03/20/2022: Highmark hosted NCAA game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 2. 04/21/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 3. 04/21/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 4. 04/21/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 5. 07/06/2022: Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 6. 08/09/2022: Highmark hosted golf outing; Lawrence PArk Golf, 3700 E Lake Road, Harborcreek, PA 16421. 7. 08/16/2022: Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 8. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Council Representative
explanation:
1. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Organizer
explanation:
1. 01/20/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
1. 05/13/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 2. 05/13/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 06/14/2022: Highmark hosted dinner; Feniccis, 102 W Chocolate Avenue, Hershey, PA 17033. 4. 06/21/2022: Highmark hosted dinner; THE Club, Harrisburg Hilton and Towers,One North Second Street, Harrisburg, PA 17101. 5. 08/11/2022: Highmark hosted client entertainment; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 6. 08/12/2022: Highmark hosted client entertainment; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 7. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 8. 11/29/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary of PA Heavy and Highway Local 14693
explanation:
1. 05/07/2022:Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 11/29/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 12/06/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 4. 02/26/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 5. 09/02/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
1. 01/02/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 2. 02/02/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 01/25/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 4. 05/07/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 152203 5. 05/23/2022: Highmark hosted golf outing; Norvelt Golf Club, 168 Holly Place, Mt Pleasant, PA 15666. 6. 06/14/2022: Highmark hosted dinner; Feniccis, 102 W Chocolate Avenue, Hershey, PA 17033. 7. 07/06/2022: Highmark hosted golf outing; Cranberry Highlands, 5601 Freshcorn Road, Cranberry Township, PA 16066. 8. 10/05/2022: Highmark hosted golf outing: Totteridge Golf Club, 2029 Totteridge Drive, Greensburg, PA 15601. 9. 10/13/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 10. 10/13/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 11. 11/29/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Rec Secretary
explanation:
1. 04/21/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 2. 04/21/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 3. 04/21/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary Treasurer
explanation:
1. 02/04/2022: Highmark co-hosted CRLO Gulf Outing, Jacaranda Golf Club, 9200 west Broward Boulevard, Plantation, FL 33324. 2. 02/04/2022: Highmark co-hosted CRLO Gulf Outing, Jacaranda Golf Club, 9200 west Broward Boulevard, Plantation, FL 33324. 3. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 4. 11/02/2022: Highmark hosted dinner; Mastros Steakhouse, 600 13th Street NW, Washington, DC 20005.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chairman
explanation:
1. 05/09/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary-Treasurer
explanation:
1. 02/17/2022: Highmark hosted lunch; Rockefellers 1883 McKee Rocks Road, Pittsburgh, PA 15136. 2. 02/26/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 08/09/2022: Highmark hosted golf outing; Lawrence PArk Golf, 3700 E Lake Road, Harborcreek, PA 16421. 4. 10/27/2022: Highmark hosted customer entertainment, PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 5. 12/11/2022: Highmark hosted Steelers game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 15212.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
explanation:
1. 01/14/2022: Highmark hosted lunch; Olive Garden, 971 Greentree Road, Pittsburgh, PA 15220. 2. 02/02/2022: Highmark hosted dinner; Morton's Steakhouse, 625 Liberty Avenue, Pittsburgh, PA 15222. 3. 02/03/2022: Highmark hosted customer entertainment; Benedum Center for the Performing Arts, 237 7th Street, Pittsburgh, PA 15222 4. 02/11/2022: Highmark hosted customer entertainment, PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 5. 03/20/2022: Highmark hosted customer entertainment, PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 6. 04/21/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 7. 05/07/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 8. 05/15/2022: Highmark hosted Pirates Game; PNC Park, 115 Federal Street, Pittsburgh, PA 15212. 9. 08/07/2022: Highmark hosted customer entertainment, Stage AE, 400 N Shore Drive, Pittsburgh, PA 15212. 10. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 11. 09/28/2022: Highmark hosted customer entertainment, PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 12. 10/24/2022: Highmark hosted lunch; New York Pizzeria, 2400 S Jones Boulevard, Las Vegas, NV 89146. 13. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 14. 02/03/2022: Highmark hosted lunch: Scoglio's Greetreen, 661 Andersen Drive #100, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
explanation:
1. 05/07/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 08/23/2022: Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 3. 10/02/2022: Highmark hosted Steelers game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 15212. 4. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
explanation:
1. 04/21/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 2. 04/21/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee/Council Representative
explanation:
1. 05/04/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109. 2. 05/09/2022: Highmark hosted lunch at Cioppino, 2350 Railroad Street, Pittsburgh, PA 15222. 3. 08/03/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109. 4. 11/02/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Organizer
explanation:
1. 02/05/2022: Highmark hosted client entertainment; Petersen Events Center, 3719 Terrace Street, Pittsburgh, PA 15261. 2. 05/25/2022: Highmark hosted dinner; Omni Bedford Springs Frontier Tavern, 2138 US 220 Business, Bedford, PA 15522. 3. 06/21/2022: Highmark hosted dinner; THE Club, Harrisburg Hilton and Towers,One North Second Street, Harrisburg, PA 17101. 4. 08/09/2022: Highmark hosted golf outing; Lawrence PArk Golf, 3700 E Lake Road, Harborcreek, PA 16421. 5. 08/31/2022: Highmark hosted dinner; Stonewall Resort, 940 Resort Drive, Roanoke, VA 26447. 6. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 7. 09/25/2022: Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: UniServ Representative
explanation:
1. 07/12/2022: Highmark hosted golf outing; Cranberry Highlands Golf Course, 5601 Freshcorn Road, Cranberry Township, PA 16066. 2. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
explanation:
1. 01/25/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 04/12/2022: Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 3. 08/31/2022: Highmark hosted dinner; Stonewall Resort, 940 Resort Drive, Roanoke, VA 26447. 4. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 5. 10/24/2022: Highmark hosted beverages; Sound Lounge & Bar, 3950 S Las Vegas Boulvard, Mandalay Bay, Las Vegas, NV 89119.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Sr. Business Rep
explanation:
1. 01/25/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 02/26/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 3. 11/29/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary-Treasurer
explanation:
1. 04/05/2022: Highmark hosted dinner; Marque Lounge, 2500 Calvert Street NW, Washington, DC 20008. 2. 07/28/2022: Highmark hosted dinner; Ricco's Restaurant, One Rico Lane, Pittsburgh, PA 15237. 3. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
1. 05/07/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 05/25/2022: Highmark hosted dinner; Omni Bedford Springs Frontier Tavern, 2138 US 220 Business, Bedford, PA 15522. 3. 08/09/2022: Highmark hosted golf outing; Lawrence PArk Golf, 3700 E Lake Road, Harborcreek, PA 16421. 4. 08/31/2022: Highmark hosted dinner; Stonewall Resort, 940 Resort Drive, Roanoke, VA 26447. 5. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 02/02/2022: Highmark co-hosted CRLO Reception; The Diplomat Beach Resort, 3555 Ocean Drive, Hollywood, FL 33019. 2. 02/04/2022: Highmark co-hosted CRLO Gulf Outing, Jacaranda Golf Club, 9200 west Broward Boulevard, Plantation, FL 33324. 3. 02/04/2022: Highmark co-hosted CRLO Gulf Outing, Jacaranda Golf Club, 9200 west Broward Boulevard, Plantation, FL 33324. 4. 12/11/2022: Highmark hosted Steelers game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 15212.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
explanation:
1. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 01/20/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 07/28/2022: Highmark hosted dinner; Ricco's Restaurant, One Rico Lane, Pittsburgh, PA 15237.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary
explanation:
1. 02/15/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Recording Secretary
explanation:
1. 02/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 05/11/2022: Highmark hosted golf outing; Totteridge Golf Club, 2029 Totteridge Drive, Greensburg, PA 15601. 3. 05/23/2022: Highmark hosted golf outing; Norvelt Golf Club, 168 Holly Place, Mt Pleasant, PA 15666. 4. 06/14/2022: Highmark hosted dinner; Feniccis, 102 W Chocolate Avenue, Hershey, PA 17033. 5. 06/21/2022: Highmark hosted dinner; THE Club, Harrisburg Hilton and Towers,One North Second Street, Harrisburg, PA 17101. 6. 07/06/2022: Highmark hosted golf outing; Cranberry Highlands, 5601 Freshcorn Road, Cranberry Township, PA 16066. 7. 12/11/2022: Highmark hosted Steelers game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 15212.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Recording Secretary
explanation:
1. 04/21/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
1. 06/21/2022: Highmark hosted dinner; THE Club, Harrisburg Hilton and Towers,One North Second Street, Harrisburg, PA 17101. 2. 08/09/2022: Highmark hosted golf outing; Lawrence PArk Golf, 3700 E Lake Road, Harborcreek, PA 16421. 3. 08/31/2022: Highmark hosted dinner; Stonewall Resort, 940 Resort Drive, Roanoke, VA 26447. 4. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
1. 01/14/2022: Highmark hosted lunch; Olive Garden, 971 Greentree Road, Pittsburgh, PA 15220. 2. 05/05/2022: Highmark hosted client entertainment; Petersen Events Center, 3719 Terrace Street, Pittsburgh, PA 15261. 3. 04/21/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 4. 05/07/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 5. 08/12/2022: Highmark hosted client entertainment; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 6. 10/02/2022: Highmark hosted Steelers game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 15212. 7. 10/24/2022: Highmark hosted lunch; New York Pizzeria, 2400 S Jones Boulevard, Las Vegas, NV 89146. 8. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 02/05/2022: Highmark hosted client entertainment; Petersen Events Center, 3719 Terrace Street, Pittsburgh, PA 15261. 2. 03/18/2022L:Highmark hosted NCAA game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 4. 10/05/2022: Highmark hosted golf outing: Totteridge Golf Club, 2029 Totteridge Drive, Greensburg, PA 15601. 5. 11/05/2022: Highmark hosted Pitt game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 15212.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 03/29/2022: Highmark hosted dinner; The Capital Grille, 301 Fifth Avenue, Pittsburgh, PA 15222. 2. 05/04/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109. 3. 05/09/2022: Highmark hosted lunch at Cioppino, 2350 Railroad Street, Pittsburgh, PA 15222. 4. 08/03/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109. 5. 11/02/2022: Highmark hosted lunch at Progress Grill, 3526 Walnut Street, Harrisburg, PA 17109.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
explanation:
1. 02/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 09/06/22: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 3. 04/05/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 4. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
explanation:
1. 03/22/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee / BA
explanation:
1. 01/20/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 02/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 02/17/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 4. 05/13/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 5. 05/13/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 6. 08/09/2022: Highmark hosted golf outing; Lawrence PArk Golf, 3700 E Lake Road, Harborcreek, PA 16421. 7. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 8. 11/01/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
explanation:
1. 01/25/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 02/17/2022: Highmark hosted lunch; Rockefellers 1883 McKee Rocks Road, Pittsburgh, PA 15136. 3. 03/20/2022: Highmark hosted customer entertainment, PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 4. 04/13/2022: Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 5. 04/21/2022: Highmark hosted client entertainment; Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 6. 04/21/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 7. 04/21/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 8. 05/13/2022:Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 9. 08/09/2022: Highmark hosted golf outing; Lawrence PArk Golf, 3700 E Lake Road, Harborcreek, PA 16421. 10. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 11. 10/13/2022: Highmark hosted food/beverage during a Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 12. 10/13/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 13. 11/20/2022: Highmark hosted Steelers game; Acrisure Stadium, 100 Art Rooney Ave, Pittsburgh, PA 152121


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
explanation:
1. 01/25/2022: Highmark hosted Penguin's game; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 09/23/2022: Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
explanation:
1. 06/30/2022: Highmark hosted Pirates Game; PNC PArk, 115 Federal Street, Pittsburgh, PA 15212. 2. 08/31/2022: Highmark hosted customer entertainment, PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 3. 09/06/2022: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); The Club of Nevillewood, 1000 Nevillewood Drive, Presto, PA 151421


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-02-15
form_agreement: Written*
explanation:
LRI was engaged for the purpose of informing and educating executives, employees, managers and supervisors about their rights, duties and responsibilities under the National Labor Relations Act and National Labor Relations Board procedures. Through its consultant, LRI conducted informational and educational meetings with executives, employees, managers and supervisors about their rights, duties and responsibilities under the National Labor Relations Act and National Labor Relations Board procedures, and discussed collective bargaining, union membership, secret ballot elections, unfair labor practices, and strikes.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent consultant
date_of_agreement: 2022-05-26
form_agreement: Oral
explanation:
Meeting to persuade employees to exercise or not to exercise, or persuade employees as to the manner of exercise, the right to organize and bargain collectively through representatives of their choosing.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Consultant
date_of_agreement: 2021-09-07
form_agreement: Written*
explanation:
The AZ Alignment group consultant was engaged to educate the employees of Backus Hospital of their Section 7 rights under the NLRA to inform employees and answer questions. Backus Hospital paid for the consulting, education, and travel expense per agreement.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2021-04-22
form_agreement: Written*
explanation:
Cannon Labor Relations, LLC provided training for managerial employees and provided materials for dissemination to employees, to assist Mizkan America, Inc. in lawfully communicating its position to employees in conjunction with an organizing campaign conducted by UFCW Local 227 related to Mizkans Owensboro, Kentucky facility. Cannon Labor Relations, LLC provided training for managerial employees and provided materials for dissemination to employees, to assist Mizkan America, Inc. in lawfully communicating its position to employees in conjunction with an organizing campaign conducted by UFCW Local 227 related to Mizkans Owensboro, Kentucky facility. The payments were made to Cannon Labor Relations, LLC for work performed by Ken Cannon and included payment for Mr. Cannons time as well as expenses incurred.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: National Business Agent
date_of_agreement: 2023-03-02
form_agreement: Oral
explanation:
Lunch with Alissa Motschwilter (National Business Agent) - United Scenic Artists, Local USA 829, IATSE.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-20
form_agreement: Oral
explanation:
Meals (food and drinks) and parking are provided to the staff and bargaining committees of the Writers Guild of America West, Inc. and the Writers Guild of America East, Inc. during negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organisation
explanation:
$1000 cash payment was made to National Electrical Contractors Association. The IBEW/NECA sponsorship was to pay for our attendance to their annual conference.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-03-24
form_agreement: Oral
explanation:
Ignacio Fresan Labor Solutions was retained to assist the employer named above in communication with the employees in regard to the manner in which they exercised their rights to organize and bargain collectively. A representative of Ignacio Fresan Labor Solutions assisted in conducting meetings with employees and in communications in writing during the period prior to the conduct of representation election. All services described above were included in this fee. Expenses incurred in connection with the performance of such services such as travel, accommodations, copies, telephone long distance, etc., were all inclusive in this fee and no additional cost incurred.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Founder
date_of_agreement: 2022-02-22
form_agreement: Oral
explanation:
Oral agreement to provide consultant and persuader services on an hourly basis, plus reasonable expenses.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Vice President, Labor Relations
date_of_agreement: 2021-08-02
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (GXO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by GXO employee Victor Hernandez while traveling to Tacoma, Washington and North Haven, Conneticut to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. Submission of this information regarding reimbursed travel expenditures to regular employees of GXO performing their regular and ordinary duties in providing information to fellow GXO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to GXOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Vice President, Human Resources
date_of_agreement: 2021-08-02
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (GXO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by GXO employee Kyle Zimmerman while traveling to North Haven, Conneticut to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. Submission of this information regarding reimbursed travel expenditures to regular employees of GXO performing their regular and ordinary duties in providing information to fellow GXO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to GXOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: XPO Employee
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (XPO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by XPO employee Michael Esposito while traveling to Tacoma, Washington to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. These expenses were incurred by an XPO employee on behalf of a predecesor legal entity to GXO while that entity was a subsidiary of XPO. Submission of this information regarding reimbursed travel expenditures to regular employees of XPO performing their regular and ordinary duties in providing information to fellow XPO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to XPOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: XPO Employee
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (XPO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by XPO employee Diana Vera while traveling to Tacoma, Washington to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. These expenses were incurred by an XPO employee on behalf of a predecesor legal entity to GXO while that entity was a subsidiary of XPO. Submission of this information regarding reimbursed travel expenditures to regular employees of XPO performing their regular and ordinary duties in providing information to fellow XPO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to XPOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: XPO Employee
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (XPO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by XPO employee Victor Hernandez while traveling to Tacoma, Washington to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. These expenses were incurred by an XPO employee on behalf of a predecesor legal entity to GXO while that entity was a subsidiary of XPO. Submission of this information regarding reimbursed travel expenditures to regular employees of XPO performing their regular and ordinary duties in providing information to fellow XPO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to XPOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2022-11-07
form_agreement: Oral
explanation:
The Consultant will charge the Client an hourly rate, or a per diem rate, for the Services (the "Compensation"), as agreed to by the Parties, at the time services are rendered.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Mr.
date_of_agreement: 2022-08-08
form_agreement: Oral
explanation:
Via 313 contracted Labor Management Associates to help navigate the union election by educating us on the election process and applicable laws to ensure we were 100% compliant.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Consultant
date_of_agreement: 2023-03-04
form_agreement: Written*
explanation:
Aspire engaged GNE Consulting Services, Inc. as a communications consultant concerning the unions attempt to become their representative for purposes of collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Tracy Schrey
date_of_agreement: 2023-03-25
form_agreement: Both
explanation:
Rogers hired CACR, LES to provide a consultant Tracy Schrey, who performed voluntary meetings with the employees at a Rogers location in Walnut Creek, CA.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-04-26
form_agreement: Oral
explanation:
To persuade employees to exercise or not to exercise, or persuade employees as to the manner of exercising, the right to organize and bargain collectively through representatives of their own choosing. Verbal agreement to represent Sika Corporation - Marion in campaign against Teamsters/BCTGM organizing efforts at the Marion (OH) facility. Agreement is for no specific time, has never been reduced to writing, and may be terminated by either party at any time. All consultations billed at $250/hourly plus travel-time and expenses. Giving speeches to management and employees, preparing written information for distribution, and answering questions concerning rights afforded all employees under the National Labor Relations Act (NLRA).


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2022-10-02
form_agreement: Written*
explanation:
CACR was retained pursuant to the terms of a Letter of Engagement and was engaged on an hourly billing rate basis (plus travel and lodging expenses) to provide Eurostarss leaders and employees with direct employee education regarding the National Labor Relations Act and National Labor Relations Board process in response to union organizing. Specifically, CACR Consultant Jason Rodriguez met with Eurostar's housekeepers to explain their rights under the NLRA. Mr. Rodriguez provided services between October 5th and October 18th, 2022.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Labor Consultant
date_of_agreement: 2022-08-15
form_agreement: Oral
explanation:
To persuade employees to exercise or not to exercise, or persuade employees as to the manner of exercising, the right to organize and bargain collectively through representatives of their own choosing. Verbal agreement to represent Elements I25 and Hampden in a union organizational campaign by the united food & commercial workers union (UFCW). Agreement was never reduced to writing, is for no specific time, and may be terminated by either party at any time. All consultations billed at $350/ hourly plus travel-time and expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Involved with a Collective Bargaining Unit
date_of_agreement: 2022-07-01
form_agreement: Oral
explanation:
All payments are reimbursement for expenses incurred by union officer as Trustee of an ERISA Trust. No compensation was paid to union officer for their service as a Trustee. None of the payments are in the nature of a personal or direct benefit to either the individual or the labor organization. Rather, these payments serve to further the interests of the Benefits Trust by educating the Trustees and ensuring their participation in the governance of the Trust.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2022-07-01
form_agreement: Written*
explanation:
These payments represent the fair market value of the rental space at the main office and three satellite offices, receptionist and assistant's salaries and benefits for the proportion of the salary directly related to the MEA Benefits Trust business, direct costs including postage, telephone, supplies, and printing and indirect costs including equipment depreciation and administrative overhead. Also included is a portion of the local field staff salaries and benefits for the work directly on behalf of the MEA Benefits Trust.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Both
explanation:
In its fiscal year 2023 (June 1, 2022 - May 31, 2023) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following payments. Pursuant to Section 29.8.1. of the CBA (at p. 453), the Company deducts, from the pay of pilots who have voluntarily signed check-off forms requesting such deductions, amounts for the purpose of purchasing insurance products through ALPA. The Company then remits the amounts so deducted to ALPA on a monthly basis. The total amount of such deductions remitted to ALPA in fiscal year 2023 was $8,752,022. See Attachment B for a description of each remittance made in fiscal year 2023.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Written*
explanation:
In its fiscal year 2023 (June 1, 2022 - May 31, 2023) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following monthly payments. Pursuant to Section 27.1.2 of the CBA (at page 407) ALPA established, sponsors and maintains a Voluntary Employees' Beneficiary Association (VEBA) to provide Post-Medicare Retiree Healt Benefits for pilots who retire on or after January 1, 2008, to replace a similar benefit previously provided by the Company. Pursuant to Section 27.1.3 of the CBA (Attachment A page 407), the Company made monthly contributions to the VEBA in the amount of $1.00 per paid credit hour for each pilot on the seniority list. This payment of $1.00 per paid credit hour is contributed to the VEBA instead of being paid to the pilot. The total amount of such monthly payments remitted to ALPA in fiscal year 2022 was $7,929,433. See Attachment C for a description of each payment made in fiscal year 2023. --


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2015-11-02
form_agreement: Oral
explanation:
The Company verbally agreed to purchase airline tickets for Company pilots engaged in ALPA business. ALPA then fully reimburses the Company for such purchases. The Company believes that ALPA receives a material savings on its air travel expenses as a result of this verbal agreement but is unable to determine the amount of such savings. In fiscal year 2023, the total amount of airline tickets purchased by ALPA under this verbal agreement was $317,608.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Written*
explanation:
In its fiscal year 2023 (June 1, 2022 - May 31, 2023) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following payments. An ALPA Flight Pay Loss Bank has been established pursuant to Section 18.C. of the CBA. The ALPA Flight Pay Loss Bank is utilized for ALPA to reimburse the Company for compensation paid by the Company to its pilots who are engaged in ALPA business. Pursuant to Section 9.A.3. of the CBA, if a management pilot flies a trip and it is not possible to identify the line pilot who would have been entitled to compensation for that trip, then a calculated value for that trip is credited to the ALPA Flight Pay Loss Bank and offsets amounts owed by ALPA to the Company for compensation paid by the Company to its pilots who are engaged in ALP business. The total amount credited to the ALPA Flight Pay Loss Bank in fiscal year 2023 was $45,861. ---


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-01-27
form_agreement: Written*
explanation:
All payments made in cash via wire funds transfer for Management meeting, Employee meeting & Union Prevention Activities. Payments include reimbursements for travel/lodging/meals.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-05-01
form_agreement: Oral
explanation:
The decision was made to use the services of Quest Diagnostics and a payment was made from those services.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: independent labor consultant
date_of_agreement: 2023-05-15
form_agreement: Oral
explanation:
Hired Davis Grimm Payne & Marra in or around May 15, 2023, to aid in preparing persuader materials related to an election campaign.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Senior Director, Labor Relations
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (XPO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by XPO employee Diana Vera while traveling to New Jersey and Albany in the course of her employment to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. Submission of this information regarding reimbursed travel expenditures to regular employees of XPO performing their regular and ordinary duties in providing information to fellow XPO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to XPOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Senior Director, Human Resources
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (XPO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by XPO employee Paul Frayer while traveling to New Jersey, Albany, and Los Angeles to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. Submission of this information regarding reimbursed travel expenditures to regular employees of XPO performing their regular and ordinary duties in providing information to fellow XPO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to XPOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Senior Director, Labor Relations
date_of_agreement: 2021-04-01
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (XPO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by XPO employee Pablo Eguez while traveling to New Jersey and Los Angeles in the course of his employment to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. Submission of this information regarding reimbursed travel expenditures to regular employees of XPO performing their regular and ordinary duties in providing information to fellow XPO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to XPOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Senior Director, District
date_of_agreement: 2021-04-01
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (XPO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by XPO employee John Ciappi while traveling to New Jersey in the course of his employment to educate employees about the election process and rights under the law and to express the Company's opinion(s) with respect to union representation. Submission of this information regarding reimbursed travel expenditures to regular employees of XPO performing their regular and ordinary duties in providing information to fellow XPO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to XPOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Senior Vice President, Labor Strategy
date_of_agreement: 2021-04-01
form_agreement: Oral
explanation:
Travel expenses were reimbursed to Citibank Commercial Credit Card Bank (XPO corporate travel credit card) for travel, lodging, meals and other related travel expenses incurred by XPO employee Michael Esposito while traveling to New Jersey in the course of his employment to educate employees about the election process and rights under the law and to express the Companys opinion(s) with respect to union representation. Submission of this information regarding reimbursed travel expenditures to regular employees of XPO performing their regular and ordinary duties in providing information to fellow XPO employees in a non-coercive and non-threatening manner regarding the advantages and disadvantages of collective bargaining is without prejudice to XPOs position that such information is neither required by statute nor by regulation. This information is being submitted voluntarily solely to avoid the expense and inconvenience of litigation.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President of Action Resources
date_of_agreement: 2023-03-15
form_agreement: Written*
explanation:
Payments for services which included communicating with employees regarding their rights to join or assist labor unions, or refrain from such activities as described in the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: INDEPENDENT LABOR CONSULTANT
date_of_agreement: 2022-10-14
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for professional services provided by Positive Employee Relations (PER). PER was retained to assist in communicating with employees, when management was unable to do so, with regard to the manner in which they may exercise their rights to organize and bargain collectively under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2022-12-06
form_agreement: Written*
explanation:
All payments are related to the consultant agreement to educate Texas Ballet Theater dancers about the realities of union representation and answer any and all questions legally and respectfully. All funds benefited LRI Consulting Services, Inc.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Board Member
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
REIMBURSEMENT FOR EXPENSES AT AN EDUCATIONAL CONFERENCE HELD IN CONJUNCTION WITH THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS AND OTHER EMPLOYEE BENEFIT CONFERENCES AND FOR EXPENSES AT QUARTERLY TRUST FUND MEETINGS


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Attorney
date_of_agreement: 2023-05-25
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Agreed orally to pay attorney on an hourly basis for services associated with union organizing campaign, including representation at a voluntary employee meeting.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-02-17
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
see attached Engaged to educate employees regarding exercising their rights to organize and collectively bargain.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-01-13
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
OWENSBORO ELECTRICAL JATC (OEJATC) PAYS TO STORE DOCUMENTS AT THE OFFICES OF IBEW LOCAL UNION #1701 AND FOR FACILTIY RENT TO HOST CONTINUING EDUCAITON CLASSES TAUGHT AT THEIR OFFICES AND BILLED MOSTLY MONTHLY BY IBEW LOCAL UNION #1701 TO OEJATC. IN ADDITION, OEJATC REIMBURSES IBEW LOCAL UNION #1701 FOR SERVICES PROVIDED FOR WEEKLY CLERICAL WORK OF OEJATC BASED ON TIME EXTENDED BY EMPLOYEES OF IBEW #1701.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-12-12
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Starting 12/12/22 until the assignment ended, Labor Information Service Inc was engaged to conduct meetings with employees in the voting bargaining unit to discuss the realities of signing authorization cards and voting in the election. There were no maximum number of hours allocated to this work assignment. Billing of time and expenses was done monthly. There is no written agreement as to a maximum billing amount.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-02-22
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Bennett Law Firm, P.A. was retained to provide education to employees and management on their rights and obligations under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-06-18
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Healthcare Labor Solutions was engaged to represent the interests of Jefferson Frankford Hospital relative to labor relations matters at that facility.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: The Crossroads Group
date_of_agreement: 2022-01-10
form_agreement: Written*
explanation:
For an hourly fee of $425/hour and payment of reasonable and customary expenses, Miko Penn of The Crossroads Group met with registered nurses employed by Charter CARE Health Partners at its location at 825 Chalkstone Avenue, Providence, Rhode Island (Roger Williams Medical Center), to advise them of their Section 7 rights under the National Labor Relations Act and provide them with information regarding third-party representation.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-06-30
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Labor relations consulting to support the education of hourly employees at Prestone plant in Alsip, IL to exercise or not exercise their right to organize. Services included communication support and consultation on organizing process. Payments benefitted firm listed in 9D.


activity_code: ITEM 8.f.
activity_type: Payment
counterparty_position: Attorney for Scapes
date_of_agreement: 2022-01-27
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
payments made for representation provided by Davis Grimm Payne & Marra (selena) for assistance with Labor Union collective barraging. Cant attach written agreement.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-09-05
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
There were no oral agreements made. A written request was sent to Sierra Investment Partners, Inc. Upon receipt of this request, a check was sent. The funds benefitted the families of SMART Local 10.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: IBEW Local 2230 Union President
date_of_agreement: 1900-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
FY2023: Provided the IBEW Union President office space at the Laboratory's Upton NY site. The Laboratory provided the Union with a telephone, computer and fax services in connection with the office space. In addition, the Laboratory paid for the cost of printing copies of the MOA for distribution to the members during the ratification vote and the printing of the contract books.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President Loal Bargaining Unit
date_of_agreement: 2022-10-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The CBA requires the Company provides an office for the union as well as computer, phone, and printer.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Plant Chairman
date_of_agreement: 2022-10-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The phone is for internal use only. The union office is a storage room converted into a Union Office.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Plant Chairman
date_of_agreement: 2022-10-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Per the CBA the Company will provide an office, printer, and computer to be used by the Union for Union related business.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Plant Chairman
date_of_agreement: 2022-10-01
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Per the CBA the Company will provide the union an office, furniture, computer, printer and office supplies.


activity_code: ITEM 8.e.
activity_type: Both
agencies: Energy Department
counterparty_position: CEO
date_of_agreement: 2022-06-10
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments for services rendered pursuant to written contract - educating trade employees (plumbers, pipefitters) of their rights under the NLRA.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2016-06-01
form_agreement: Written*
explanation:
Monthly payments made to the Charitable, Educational and Recreational Fund of Local 348 through September 30, 2022. Check written on October 6, 2022 was for the September period.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2016-06-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Monthly payments made to the Charitable, Educational and Recreational Fund of Local 348 through September 30, 2023.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-11-11
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the current collective bargaining agreement, effective November 11, 2021, as follows: "The Laboratories agrees to continue to provide office space, telephone services, and access to computing services for use by the Sandia employee Union Official."


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-03-04
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the collective bargaining agreements (CBA) effective March 4, 2021 through September 29, 2023, and effective September 30, 2023 through September 22, 2026, as follows: "The Laboratories agrees to provide office space, telephone services, and access to computing services for use by Sandia employee Union Officials."


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2019-11-23
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sandia provided the use of government-owned office space to be used by employees designated by the union pursuant to past practice, memorialized in writing in the n the collective bargaining agreements (CBA) effective November 23, 2019 through September 17, 2-23, and effective September 18, 2023 through September 27, 2028, as follows: For the life of this agreement, the Laboratories agrees to provide office space, telephone services, and access to computing services for use by Sandia Employee Union Representatives.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11/3/22- $300 payment was for the IBEW/NECA, 41st annual operation Christmas Basket event, purchased 20 raffle books at $10 each.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/04/23-$700 payment was for 11th Annual IBEW Local Union 477 Brotherhood Fund Golf Tournament - Eagle Sponsor (1-Foursome, 1 Tee Sign, Signage & Recognition


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-07-13
form_agreement: Oral
explanation:
To consult with employer and attend (one) meeting with employees regarding questions pertaining to voting, collective bargaining and typical contract negotiations. Billable rate of $250.00/hr. (including travel and expenses).


activity_code: ITEM 8.f.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-10-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Duplicate information as 8e and 8f were completed under the same written agreement and a total of $130,942 was paid to the vendor over the 3 single payments.


activity_code: ITEM 8.f.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-01-11
federal_work: No
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Oral and written agreement entered with consultant on 1/11/23 to educate and train employees based upon hourly rates for time worked and the reimbursement of costs incurred.


