# activity

activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-02-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/09/2024: Diplomat Resort Ullico Inc Board Retreat. 02/14/2024: Havana 1957 Dinner w/ BAC. 02/14/2024: Crandon Golf Shop Golf. 03/28/2024: Ullico DC Office 2024 Quarterly Board of Director fees. 04/05/2024: Ullico DC Office Q4 2023 PER MEETING FEES. 04/20/2024: Silver Diner Breakfast Meeting. 04/20/2024: Stonewall Golf Club Golf. 04/27/2024: Silver Diner Breakfast Meeting. 04/30/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 05/09/2024: Bub and Pops Board Meeting Lunch. 06/28/2024: 2024 Quarterly Board of Director fees 2024 Quarterly Board of Director fees. 09/15/2024: The Stonewall Golf Club UMR Meeting. 09/15/2024: The Stonewall Golf Club UMR Meeting. 09/30/2024: 2024 Quarterly Board of Director fees. 10/29/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 10/29/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 12/30/2024: Ullico DC Office 2024 Quarterly Board of Director fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: VP Eastern Region
date_of_agreement: 2024-02-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/09/2024: Diplomat Resort Ullico Inc Board Retreat. 03/27/2024: Ullico DC Office 2024 Quarterly Board of Director fees. 03/28/2024: Ullico DC Office 2024 Quarterly Board of Director fees. 04/05/2024: Ullico DC Office Q4 2023 PER MEETING FEES. 04/30/2024: The Diplomat Resort, FL Board Retreat. 04/30/2024: Ullico DC Office Q1 2024 PER MEETING FEES. 06/17/2024: Ullico DC Office Expenses for Celebration of Life for Ed Smith. 06/28/2024: 2024 Quarterly Board of Director fees. 08/14/2024: EZCATER Lunch for Board Meeting. 08/15/2024: LOEBS DELI (NEW) Board Meeting Lunch. 09/30/2024: 2024 Quarterly Board of Director fees. 10/11/2024: Ullico DC Office August 2024 Board Meeting Expenses. 10/29/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 10/29/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-01-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/08/2024: ezCater Meals during Board Meeting. 02/09/2024: Diplomat Resort Ullico Inc Board Retreat. 03/28/2024: Ullico DC Office 2024 Quarterly Board of Director fees. 04/17/2024: Bobby Vans dinner. 04/18/2024: Loebs Deli Lunch for Board Meeting. 04/30/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 04/30/2024: Ullico DC Office 2023 4th Quarterly Per Meeting Fees. 05/09/2024: Bub and Pops Board Meeting Lunch. 06/28/2024: 2024 Quarterly Board of Director fees. 09/30/2024: 2024 Quarterly Board of Director fees. 10/28/2024: Ullico Inc BOD Fees 3rd Qtr 2024. 10/28/2024: Ullico Inc BOD Fees 2nd Qtr 2024. 11/20/2024: Joes Board dinner. 11/20/2024: Joes Seafood Board dinner. 11/21/2024: LOEBS DELI (NEW) Lunch for Board Meeting. 12/30/2024: Ullico DC Office 2024 Quarterly Board of Director fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2024-01-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/08/2024: ezCater Meals during Board Meeting. 02/09/2024: Diplomat Resort Ullico Inc Board Retreat. 03/28/2024: Ullico DC Office 2024 Quarterly Board of Director fees. 04/05/2024: Ullico DC Office Q4 2023 PER MEETING FEES. 04/30/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 06/28/2024: 2024 Quarterly Board of Director fees. 09/30/2024: 2024 Quarterly Board of Director fees. 10/29/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 12/30/2024: Ullico DC Office 2024 Quarterly Board of Director fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Special Assistant to the President
date_of_agreement: 2024-01-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/08/2024: ezCater Meals during Board Meeting. 02/09/2024: Diplomat Resort Ullico Inc Board Retreat. 03/18/2024: The Diplomat Resort, FL. 03/27/2024: Ullico DC Office 2024 Quarterly Board of Director fees. 03/28/2024: Ullico DC Office 2024 Quarterly Board of Director fees. 04/05/2024: Ullico DC Office Q4 2023 PER MEETING FEES. 04/17/2024: Bobby Vans dinner. 04/18/2024: Loebs Deli Lunch for Board Meeting. 04/30/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 06/28/2024: 2024 Quarterly Board of Director fees. 08/15/2024: LOEBS DELI (NEW) Board Meeting Lunch. 09/30/2024: 2024 Quarterly Board of Director fees. 10/29/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 10/29/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 11/21/2024: LOEBS DELI (NEW) Lunch for Board Meeting. 12/12/2024: STONEY RIVER MGMT CO LLC Chapel Hill Office.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2024-02-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/09/2024: Diplomat Resort Ullico Inc Board Retreat. 07/31/2024: Board Fees _ Ullico Inc. 09/26/2024: Ullico Inc BOD Fees 3rd Qtr 2024. 12/26/2024: Ullico Inc BOD Fees 4th Qtr 2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The above payment was for an annual conference hosted by Baird Advisors. The event is for all current clients for educational and recreational purposes. No promises, agreements, or arrangements were made with this individual pursuant to the payments identified in item 11b.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2023-08-26
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 120 troop picnic, donation of 5 cases ketchup, 10 cases chips, 6 cases of cookies, 10 cases of mustard, 1 case of napkins, 1 case of plates, and 84 cases of water.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2023-06-13
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment was made via VISA to sponsor 2 teams and one platinum Teamster golf tournament. Donation of food/products (sour cream, cheese, green bell pepper, onion, plates, chips, lettuce, tomato)


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Consultant
date_of_agreement: 2022-05-01
form_agreement: Oral
explanation:
Payments made to Quest Consulting were to obtain services toward educating employees about their rights under the rights under the National Labor Relations Act, as amended, in the context a union organizing effort. EMPLOYER NAME: ROXFORD PRODUCE INTERNATIONAL/VALLARTA SUPERMARKETS


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Owner
date_of_agreement: 2023-05-22
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Said payments were in exchange for Heightened Solutions providing on and off-site consulting services which consisted of sharing facts, opinions, and examples of unionization with employees in and out of the bargaining unit.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant for LRI Consulting
date_of_agreement: 2023-10-10
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged consultant firm to educate employees regarding exercising their rights to organize and collectively bargain.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: PRESIDENT
date_of_agreement: 2023-08-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Hourly rate is $ 400 per hours plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2022-01-20
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Consulting from 1/27 - 28 and 2/2-3 $14,000 Transportation, Lodging, MISC $1549.74 Per Diem 8 days $520


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent consultant
date_of_agreement: 2023-01-25
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Consultant paid at hourly rates plus reasonable pre-approved travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2023-09-25
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
For payment of an hourly fee and reimbursement of reasonable and customary out-of-pocket expenses, Steven Beyer and Michael Penn, consultants from The Crossroads Group, provided information about rights under the National Labor Relations Act and third-party representation of employees to Lettuce Entertain You Enterprises employees at Eiffel Tower restaurant and Mon Ami Gabi restaurant in Las Vegas, NV.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-05-22
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
RoadWarrior Productions, LLC provided research, conducted group meetings, and provided employees with information regarding the election/representation and collective bargaining process under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
payment was made after consulting services were provided to employees on their rights in relation to union organizing


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2023-08-11
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The $35,000 paid on August 24, 2023, was a retainer fee to Labor Consulting Group LLC. This payment was the initial engagement fee to secure the services of the consulting firm. The subsequent payments are for their consulting services. The agreement with Labor Consulting Group LLC includes the following terms: The consulting group will provide all necessary services, information, and documentation to support our labor relations initiatives. After the initial retainer, subsequent payments are made based on the continuing consulting services provided by Labor Consulting Group LLC. Labor Consulting Group LLC will assign a number of labor specialists to our projects as mutually agreed upon between our company and the consulting group. The allocation of specialists can be adjusted based on the evolving needs of our company.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Attorney
date_of_agreement: 2023-01-30
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We asked Anna Cole to give a presentation to employees on 2/3/23 to provide information regarding the elections process and employee rights under the National Labor Relations Act. Anna also prepared draft responses for employer to employees' questions regarding voter eligibility.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2023-05-05
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
5/2/2023 payment was a retainer for future services 6/20/2023 Advice on how to persuade employees to vote and explain advantages and disadvantages of union representation. Assistance in election campaign- development of written materials including talking points. Explain to employees their rights regarding union representation. Reminder to employee to vote and the timeframe in which their votes must be received by the NLRB


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2023-05-05
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
5/2/2023 payment was a retainer for future services. 6/20/23 Received advice on how to legally persuade employees to vote and explain advantages and disadvantages of union representation. Assistance in election campaign- the development of written materials including talking points. Explain to employees their rights regarding union representation. Reminder to employees to vote and the timeframe in which their votes must be received by the NLRB.


activity_code: ITEM 8.f.
activity_type: Both
date_of_agreement: 2023-05-05
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
5/2/2023 payment was a retainer for future services. 6/20/2023 Received advice on how to legally persuade employees to vote and explain advantages and disadvantages of union representation. Assistance in election campaign- written materials and talking points. Explain to employees their rights regarding union representation. Reminder to employees to vote and the timeframe in which their votes must be received by the NLRB,


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, USW Local 115
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment was made for breakfast in association with final level grievance hearings for the Local 115 negotiating committee and for the Company's representatives.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local 420-A President
date_of_agreement: 2022-05-16
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Reimburse for attendance at USW Joint Safety and Health Meeting 2. Reimburse for attendance at USW/Arconic Joint Meeting


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, USW Local 105
date_of_agreement: 2022-05-16
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Reimburse for attendance at USW Joint Safety and Health Meeting Reimburse for attendance at Human Performance Safety Conference Reimburse for attendance at JEHS Committee Reimburse for attendance at National Safety Council - Labor Division Workers Memorial Day ceremonies Christmas Basket Committee Lunch


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent labor consultant
date_of_agreement: 2023-01-30
federal_work: Yes
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): J7UETL6KY6J3
unlisted_agencies: Defense Commissary Agency
explanation:
Payments were for professional services provided by Kulture Consulting, 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: Labor Consultant
date_of_agreement: 2023-04-19
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Transportation portal-to-portal including: airfare plus upgrade when lowest possible coach fare purchased, auto rental, local transport (taxi, shuttles, etc.,) and mileage @ current IRS rate. 2. Lodging 3. Meal per diem @$70/day for 4 or more hours worked, ($35/day for less than 4 hours worked and/or consultant commuted). 4. Miscellaneous expenses specific to case, i.e., research, NLRA guides, postage, Federal Express, clerical, etc. 5. TBG administrative expense equal to 1% of labor billed on each invoice. TBG will forward its invoices monthly. All invoices are due and payable upon receipt. A finance charge of 1.5% per month will be assessed on all balances not received within 60 days of the date of the invoice. Any estimate of anticipated fees that we provide at the request of AYR Wellness whether for budgeting purposes or otherwise, are only an approximation of potential fees due. Under no circumstances are such estimated costs to be viewed as a maximum or minimum fee quotation.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent labor consultant
date_of_agreement: 2023-10-27
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Entered into agreement with The Crossroads Group on 10/27/24. Payments were not issued to The Crossroads Group until 2024.


activity_code: ITEM 8.f.
activity_type: Payment
counterparty_position: Independent research company
date_of_agreement: 2023-11-09
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for research materials including Check the Facts IBT LU 231 and Union Local Bylaws IBT LU 231.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2023-12-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made to RoadWarrior Productions, LLC under an oral agreement for a daily rate plus expenses.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Partner
date_of_agreement: 2023-10-18
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The purpose of this agreement was to assist the Employers communication efforts to inform employees of their rights under the NLRA, including Section 7 of the NLRA, and provide the employees with information regarding third-party representation. All of Employers employees were including and comprised of Senior Fabricators, Assistant Fabricators, Moldmaking Assistants, Painting Assistants, Interns, Senior Designers, and Assistant Designers at the Employers studio in Long Island City, New York.


activity_code: ITEM 8.e.
activity_type: Both
agencies: Air Force Department, Coast Guard, Navy Department, Army Department, Defense Logistics Agency
counterparty_position: President
date_of_agreement: 2022-11-02
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): L4UCL5K5H5J9
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. See two agreements attached. First agreement dated 11/02/2022. Payments made under the 11/02/2022 agreement as described in 11.a during FY2023. Second agreement dated 09/15/2023. No payments made under 09/15/2023 agreement during FY2023.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Principal
date_of_agreement: 2023-10-19
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engagement was not to persuade but to education employees on their rights and protection under the NLRA. See attachment.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Owner
date_of_agreement: 2023-09-06
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged Heightened Solutions to educate Grindr 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: Agreement
counterparty_position: Managing Partner
date_of_agreement: 2023-03-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Representation Terms NLRA and Client shall discuss campaign implementation on an ongoing basis and will adjust offsite and onsite work including number of advocates to be onsite to best meet the needs of the campaign goals. Fees do not include expenses. Expenses shall be billed weekly and are due upon receipt. The fee for onsite campaign management shall be $2,000.00 per day per onsite advocate. The fee for offsite work shall be $250.00/hour. Onsite days shall consist of no fewer than three consecutive days in any particular week. IV. Payment Options and Terms Client shall remit a initial refillable retainer of $30,00.00 prior to commencement of any representational activity by NLRA. Client will be invoiced on the first day of each week and all fees and expenses due shall be deducted from the available retainer balance. Clients will receive invoices electronically. Client shall remit funds necessary to refill the retainer to the original amount each week of the campaign. NLRA will return any remaining monies left in the retainer, after final billing, upon completion of the work or termination of representation by either party.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: HR Director
date_of_agreement: 2023-03-03
federal_work: No
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The representation terms NLRA and client shall discuss campaign implementation on an ongoing basis and will adjust offsite work, including the number of advocates to be onsite, as best meets the need of campaign goals. Fees do not include expenses. Expenses will be billed weekly and due upon receipt. The fee for onsite campaign management shall be $2000 per day per onsite advocate. The fee for offsite work shall be $215 per hour. Onsite days should consist of no fewer than three consecutive days on any particular week.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultan
date_of_agreement: 2023-07-14
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made on invoices issued pursuant to written agreement for services rendered within scope of work of agreement, specifically persuader activities during active campaign in New Jersey


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Treasurer
date_of_agreement: 2023-10-30
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Verbal agreement 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.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2023-10-26
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Agreement of hourly fee plus reasonable expenses to provide professional consulting services to educate employees on their rights under the NLRA and on the election process.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee - Pension Fund
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/26/2023 - renumeration for allowable expenses to attend the International Foundation of Employee Benefit Plans 69th Annual Conference 10/10/2023 - reimbursement for allowable expenses to attend the International Foundation of Employee Benefit Plans 69th Annual Conference


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Secretary
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/29/2023 - allowable expense reimbursement for attendance at the Segal Marco Advisors' 2023 Client Conference


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Partner
date_of_agreement: 2023-11-26
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
For daily/hourly rates and reimbursement of reasonable expenses, The Crossroads Group Labor Relations Consultant Miko Penn 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: Payment
date_of_agreement: 2023-06-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
48th Annual Cleveland Building and Construction Trades Council Golf Outing: Dinner Sponsor (includes 4 golfers, cart, breakfast, lunch, dinner, ad in souvenir booklet, and large sign indicating sponsorship at dinner).


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-12-14
form_agreement: Written*
explanation:
Engaged LRICS to educate employees regarding exercising their rights to organize and bargain collectively. Hourly engagement plus reasonable travel expenses


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
LABORERS LOCAL UNION 435 IS THE UNION ASSOCIATED WITH THE ROCHESTER TRAINING AND APPRENTICESHIP 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: BUSINESS MANAGER
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
LABORER'S LOCAL 435 IS THE ROCHESTER REGION LOCAL OF THE LABORERS' INTERNATIONAL UNION. THESE PAYMENTS WERE MADE FOR SPONSORSHIP OF THEIR ANNUAL GOLF TOURNAMENT THAT RAISES MONEY FOR LOCAL 435 FOUNDATION FOR THE BENEFIT OF THE UNION AND FELLOW MEMBERS OF THE LABORERS' INTERNATIONAL UNION.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: RECORDING SECRETARY
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
LABORERS' LOCAL 435 IS THE ROCHESTER REGION LOCAL OF THE LABORERS' INTERNATIONAL UNION. THIS PAYMENT WAS MADE FOR QUICKBOOKS SUBSCRIPTION FOR THE BENEFIT OF THE UNION AND FELLOW MEMBERS OF THE LABORERS INTERNATIONAL UNION.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-08-01
federal_work: No
form_agreement: Both
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. This is an amended report to include our written agreement with LRI Consulting Services.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-08-28
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Employer engaged LRI Consulting Services, Inc. to provide consultation and to conduct meetings with employees for the purpose of discussing their rights under the National Labor Relations Act. All monies were paid as presented.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Local President
date_of_agreement: 2001-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Nate Richardson - Local Vice-President Sara Montgomery - Chief Steward Steve Houser - Treasurer Lee Wallace - Financial Secretary Darryl Charlton - Recording Secretary


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2011-04-01
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 January 2023, part of 181 Consulting's responsibilities under our agreement with the firm was to handle union petition and resulting election that was filed in Las Vegas by IATSE 720. No additional compensation was paid to 181 Consulting besides the monthly retainer required under our contract with Live Nation.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-08-21
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
For payment of $3500.00 per day, $55.00 per hour of administrative support, and reimbursement of customary business expenses, Peter List of Logic Labor Relations, LLC provided information on the National Labor Relations Act and NLRB election procedure to employees at Corsair's Duluth, Georgia facility.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-09-05
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
For payment of a $15000.00 retainer, subsequent fees calculated on a weekly basis, and reimbursement of travel and miscellaneous expenses, Labor Pros, LLC consultants provided education on rights under the National Labor Relations Act to employees at Corsair's Duluth, Georgia facility.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to International Foundation of Employee Benefit Plans for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to LIUNA PSW Education and Event Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Local 338 Charities, Inc. for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Orange City Deputy Sheriff's Police Benevolent Association for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Southern Regional Workers United /SEIU for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Teamster Center Service Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Workers Defense League, Inc. for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-09-19
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Consultant provide legal guidance and union labor expertise to the organization to understand the process of employees forming a union and the steps and considerations required to move through such a process.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Pursuant to the written agreement with American Labor Group, these payments related to their employees conducting meetings, trainings or similar interactions with American Craft Brewery LLC (a subsidiary of Boston Beer Corporation) hourly employees to address card signing and once the petition was filed to educate around elections limited to the maintenance department per the petition.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2023-10-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Reimbursement for New York Labor Seminar in Turning Stone From 10/16/23 to 10/18/2023. Reimbursement for Investment Manager Visits in Boston From 6/12/23 to 6/13/2023. Reimbursement for IFEBP conference expenses in Boston from9/22 to 10/05/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2023-09-30
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Reimbursement for IFEBP Conference expenses in Boston from 10/02/2023 to 10/04/2023. Reimbursement for Investment Manager Visit in Boston from 06/12/23 to 06/13/2023


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-09-25
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Provided information to management and employees relative to the NLRA, employees' Section VII rights, and collective bargaining. Also meals and lodging expenses.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder and CEO
date_of_agreement: 2022-04-18
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Met with employees and informed them about the upcoming election, the National Labor Relations Act, and their rights therein, as well as mileage reimbursement expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-05-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Consulting rates and expenses for Sam Lard at UPS (Hodgkins, IL) for week of 4/30 - 5/6/2023. Includes lodging expenses, ACT training, Management meetings and leader debriefs, and labor communications.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Founder
date_of_agreement: 2023-11-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Provided information to management and employees relative to the NLRA, employees' Section VII rights, and collective bargaining. Also meals and lodging expenses, preparing for meetings, and engaging with UPS staff.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Founder
date_of_agreement: 2023-03-05
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Provided information to management and employees relative to the NLRA, employees' Section VII rights, and collective bargaining. Drafting decks for management, conference calls, and business agent meetings from 3/5/2023 to 5/5/2023. Also meals and lodging expenses, preparing for meetings, and engaging with UPS staff.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: principal
date_of_agreement: 2023-10-02
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.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2023-01-25
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Hourly rate of $400.00 per hour plus reasonable travel expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Organizer
date_of_agreement: 2023-01-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Kalena Miyashiro, Organizer with Unite HERE, Local 5, represents, as part of her role with the union, employees of the Hilton Hawaii Village. From 1/3/2023 - 12/31/2023, she participated in bargaining sessions for the collective bargaining agreement between the union and the hotel. During those sessions, the hotel provided complimentary parking for participants. Kalena Miyashiro did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Director of Meetings and Events
date_of_agreement: 2023-09-25
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ann Clifford, Director of Meetings and Events for the International Association of Machinists and Aerospace Workers District 141, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Union Square on 10/25/2023-10/31/2023, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Ann Clifford with complimentary accommodations. The expenditures related solely to their role as a current and future group events customer of Hilton through their role with the organization. Ann Clifford did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: General Treasurer
date_of_agreement: 2023-01-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Bill Dean, General Treasurer for the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers Union, has a role in deciding where the organization's events will be held. On January 11-13,2023, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Bill Dean with a south imperial suite for their site inspection. Bill Dean was also given a $50 amenity during this same visit. The expenditures related solely to their role as a current and future group events customer of Hilton through their role with the organization. Bill Dean did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Director of Operations
date_of_agreement: 2023-01-02
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Bobby Crider, Director of Operations, North America's Building Trades Union, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Bobby Crider to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to bobby Crider's role as a current and future group events customer of Hilton through Bobby Crider's role with the organization. Bobby Crider did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures. In addition, on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton gave Bobby Crider a thank you gift for booking business to take place at Hilton hotels. The expenditures related solely to Bobby Crider's role as a current and future group events customer of Hilton through Bobby Crider's role with the organization. Bobby Crider did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Chief of Staff
date_of_agreement: 2023-05-18
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Brian Donohue, Chief of Staff for the Laborers International Union of North America, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Hawaiian Village on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Brian Donohue with complimentary accommodations. The expenditures related solely to Brian Donohue's role as a current and future group events customer of Hilton through Brian Donohue's role with the organization. Brian Donohue did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Accounting Specialist
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Carlos Morrobel, Account Specialist for the North America's Building Trades Union, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Carlos Morrobel with a complimentary meal and met with Carlos Morrobel to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Carlos Morrobel's role as a current and future group events customer of Hilton through Carlos Morrobel's role with the organization. Carlos Morrobel did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Training Manager
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Carolyn Kamara, Training Manager for the National Air Traffic Controller Association, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with and provided Carolyn Kamara to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Carolyn Kamara's role as a current and future group events customer of Hilton through Carolyn Kamara's role with the organization. Carolyn Kamara did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: International Representative
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Chris Harris, International Brotherhood of Electrical Workers, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Chris Harris with a complimentary meal and met with Chris Harris to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Chris Harris' role as a current and future group events customer of Hilton through Chris Harris' role with the organization. Chris Harris did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: International President
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Clayola Brown International President for A Philip Randolph Institute, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with and provided Clayola Brown to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Clayola Brown's role as a current and future group events customer of Hilton through Clayola Brown's role with the organization. Clayola Brown did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Director, Conference & Facilities
date_of_agreement: 2023-02-22
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donna Vaught, Director of Conferences and Facilities, National Education Association, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Donna Vaught with a complimentary meal and met with Donna Vaught to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Donna Vaught' role as a current and future group events customer of Hilton through Donna Vaught's role with the organization. Donna Vaught did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Director, Utility Department
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donnie Colston, International President for A Philip Randolph Institute, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with and provided Donnie Colston to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Donnie Colston's role as a current and future group events customer of Hilton through Donnie Colston's role with the organization. Donnie Colston did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Tri-Fund Field Coordinator
date_of_agreement: 2023-05-18
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Amber Novey, Tri-Fund Field Coordinator for the Laborers International Union of North America, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Waikoloa Village on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in and Hilton Anaheim similar situations, the Hotel provided Amber Novey with complimentary accommodations. The expenditures related solely to Amber Novey's role as a current and future group events customer of Hilton through Amber Novey's role with the organization. Amber Novey did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Executive Assistant
date_of_agreement: 2023-02-16
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Emily Roberts, Executive Assistant, Washington Federation of State Employees, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, as it has done for other customers in similar situations, the hotel provided Emily Roberts with Hilton Honors points. These expenditures above related to her role as a current and future customer of Hilton. Emily Roberts did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2023-01-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Eric Dean, General President for the International Association of Bridge, Structural, and Oriental Iron Workers (IABSORIW), has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Chicago on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Eric Dean with complimentary accommodations. On 8/14/2023, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Eric Dean to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Eric Dean's role as a current and future group events customer of Hilton through Eric Dean's role with the organization. Eric Dean did not give or promise or agree to anything in exchange for the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Media Director
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Erin McDermott, Media Director, United Union of Roofers, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Erin McDermott with a complimentary meal and met with Erin McDermott to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Erin McDermott's role as a current and future group events customer of Hilton through Erin McDermott's role with the organization. Erin McDermott did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Frank Christensen, General President to the International Union of Elevator Constructors, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Frank Christensen to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Frank Christensen's role as a current and future group events customer of Hilton through Frank Christensen's role with the organization. Frank Christensen did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Asst, Int'l President for Membership Development
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Jammi Ouellette, Assistant to the International President for Membership Development, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Jammi Ouellette with a complimentary luncheon and met with her to watch the Washington Nationals game to discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Jammi Ouellette's role as a current and future group events customer of Hilton through Jammi Ouellette's role with the organization. Jammi Ouellette did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Supervising Attorney
date_of_agreement: 2023-06-12
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Jenny Pratt, Supervising Attorney to the American Federation of Government Employees, has a role in deciding where the organization's events will be held. During the organization's visits (site inspections) to the Hilton Chicago and Hilton Union Square on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotels provided Jenny Pratt with complimentary accommodations. The expenditures related solely to Jenny Pratt's role as a current and future group events customer of Hilton through Jenny Pratt's role with the organization. Jenny Pratt did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditure.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Director, Conference and Travel Services
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Jill Matundan, Director, Conference and Travel Services for the American Federation of State, County, and Municipal Employees, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Jill Matundan with a complimentary meal and met with her to watch the Washington Nationals game to discuss possible opportunities for future events to take place at Hilton hotels. In addition, during the organization's visit (site inspection) to the Hilton Minneapolis on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Jill Matundan with a complimentary accommodation. The expenditures related solely to Jill Matundan's role as a current and future group events customer of Hilton through Jill Matundan's role with the organization. Jill Matundan did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Administrator
date_of_agreement: 2023-10-24
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
John Stahl, Administrator, for the International Association of Heat and Frost Insulators and Allied Workers, has a role in deciding where the organization's events will be held. During the organization's visit (site inspection) to the Hilton Chicago and Hilton Anaheim on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided John Stahl with a complimentary accommodation. The expenditures related solely to John Stahl's role as a current and future group events customer of Hilton through John Stahl's role with the organization. John Stahl did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Executive Director
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Jose Vargas, Executive Director for the Labor Council for Latin American Advancement, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Jase Vargas to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Jose Vargas' role as a current and future group events customer of Hilton through Jose Vargas' role with the organization. Jose Vargas did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Deputy Director
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Karla Pineda, Deputy Director for the Labor Council for Latin Advancement, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Karla Pineda to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Karla Pineda's role as a current and future group events customer of Hilton through Karla Pineda's role with the organization. Karla Pineda did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Administrative Assistant
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Kathryn Thomas, Administrative Assistant for the A Philip Randolph Institute, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Kathryn Thomas to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Kathryn Thomas' role as a current and future group events customer of Hilton through Kathryn Thomas' role with the organization. Kathryn Thomas did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Program Specialist
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Katie Brown, Program Specialist, for American Federation of Government Employees, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Katie Brown with a complimentary luncheon, amenities, and accommodations. The expenditures related solely to Katie Brown's role as a current and future group events customer of Hilton through Katie Brown's role with the organization. Katie Brown did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Member
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Kally Ahl, Member for the National Coordinating Committee for Multiemployer Plans, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Kally Ahl with a complimentary luncheon and met with her to watch the Washington Nationals game to discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Kelly Ahl's role as a current and future group events customer of Hilton through Kelly Ahl's role with the organization. Kelly Ahl did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Chief of Staff
date_of_agreement: 2023-01-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Kevin Byrnes, Chief of Staff, International Association of Bridge, Structural, and Oriental Iron Workers (IABSORIW), has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Kevin Brynes to watch the Washington Nationals game to discuss possible opportunities for future events to take place at Hilton hotels. In addition, during the organization's visit (site inspection) to the Hilton Chicago on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Kevin Brynes with a complimentary accommodation. The expenditures related solely to Kevin Brynes' role as a current and future group events customer of Hilton through Kevin Brynes' role with the organization. Kevin Brynes did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Senior Associate
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Kim Randolph, Senior Associate, American Federation of Teachers, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Kim Randolph with a complimentary meal and met with Kim Randolph to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Kim Randolph's role as a current and future group events customer of Hilton through Kim Randolph's role with the organization. Kim Randolph did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Meeting and Event Planner
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Kimberly Akoto, Meeting and Events Planner for the National Letter Carriers Association, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton Minneapolis, Hilton Hawaiian Village, and Hilton New Orleans Riverside provided Kimberly Akoto with a site inspection and various accommodations. The expenditures related solely to Kimberly Akoto's role as a current and future group events customer of Hilton through Kimberly Akoto's role with the organization. Kimberly Akoto did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Executive Director
date_of_agreement: 2023-10-04
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Kurt Spiegel, Executive Director for the Washington Federation of Employees, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Kurt Spiegel with VIP amenities. These expenditures above related to her role as a current and future customer of Hilton. Kurt Spiegel did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Director of Meetings, Convention, and Travel
date_of_agreement: 2023-02-24
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Kitty Owens, Director of Meetings, Convention, and Travel for the American Federation of Teachers, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Kitty Owens with complimentary meals and met with Kitty Owens to watch the Washington Nationals game to discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Kitty Owens' role as a current and future group events customer of Hilton through Kitty Owens' role with the organization. Kitty Owens did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Office Manager, Meeting Planner
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lacey Cramer, Office Manager and Meeting Planner for the Teamsters Union, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Lacey Cramer with complimentary meals and met with Lacey Cramer to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Lacey Cramer's role as a current and future group events customer of Hilton through Lacey Cramer's role with the organization. Lacey Cramer did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Director of Strategic Member Development
date_of_agreement: 2023-06-05
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Marie Schwartz, Director of Strategic Member Development, Airline Pilots Association, has a role in deciding where the organization's events will be held. During the organization's visit (site inspection) to the Hilton Union Square on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Marie Schwartz with complimentary accommodations including a complimentary lunch and amenity. The expenditures related solely to Marie Schwartz's role as a current and future group events customer of Hilton through Maria Schwartz's role with the organization. Marie Schwartz did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Staff
date_of_agreement: 2023-10-27
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Maria Sepulveda, American Federation of Teachers, has a role in deciding where the organization's events will be held. During the organization's visit (site inspection) to the Hilton Chicago on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Maria Sepulveda with complimentary accommodations. The expenditures related solely to Maria Sepulveda's role as a current and future group events customer of Hilton through Maria Sepulveda's role with the organization. Maria Sepulveda did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: General Organizer
date_of_agreement: 2023-01-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mark Thomas, General Organizer, International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers Union, has a role in deciding where the organization's events will be held. During the organization's visit (site inspection) to the Hilton Chicago on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Mark Thomas with complimentary accommodation including an amenity. The expenditures related solely to Mark Thomas' role as a current and future group events customer of Hilton through Mark Thomas' role with the organization. Mark Thomas did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Matthew Biggs, President for the International Federation of Professional and Technical Engineers, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Matthew Biggs to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Matthew Bigg's role as a current and future group events customer of Hilton through Matthew Bigg's role with the organization. Matthew Biggs did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: International Representative
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Matthew Warren, International Representative for the International Brotherhood of Electrical Workers, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Matthew Warren to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Matthew Warren's role as a current and future group events customer of Hilton through Matthew Warren's role with the organization. Matthew Warren did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Executive Assistant
date_of_agreement: 2023-02-23
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Melissa Mills, Executive Assistant, Washington Federation of State Employees, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Melissa Mills with complimentary VIP amenities. The expenditures related solely to Melissa Mills' role as a current and future group events customer of Hilton through Melissa Mills' role with the organization. Melissa Mills did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-30
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mike Mayes, President for the Transport Workers Union of America, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Mike Mayes with complimentary accommodations and complimentary amenities. The expenditures related solely to Mike Mayes' role as a current and future group events customer of Hilton through Mike Mayes' role with the organization. Mike Mayes did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditure.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: National Representative
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Octavia Hall, National Representative for the American Federation of Government Employees, has a role in deciding where the organization's events will be held. During the organization's visit (site inspection) to the Hilton Chicago and Hilton Union Square on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Octavia Hall with complimentary accommodations, meals, and transportation. The expenditures related solely to Octavia Hall's role as a current and future group events customer of Hilton through Octavia Hall's role with the organization. Octavia Hall did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Administrative Secretary
date_of_agreement: 2023-08-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Tinisha Thompson, Transportations Workers Union, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton met with Tinisha Thompson to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Tinisha Thompson's role as a current and future group events customer of Hilton through Tinisha Thompson's role with the organization. Tinisha Thompson did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Event Manager
date_of_agreement: 2023-07-21
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Amy Pettigrew, Event Manager for the NFLPA, has a role in deciding where the organization's events will be held. During the organization's visit to the Waldorf Astoria Orlando on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Amy Pettigrew with complimentary accommodations. The expenditures related solely to Amy Pettigrew's role as a current and future group events customer of Hilton through Amy Pettigrew's role with the organization. Amy Pettigrew did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2023-06-17
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
As Business Manager of the Plumbers & Fitters UA Local 675. Valentino Ceria has a role in deciding where the Unions event will be held. During his hotel stay at the Hilton Hawaiian Village, Waikiki Beach Resort, on June 17-18, 2023 and December 14-17, 2023, as it has been done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Valentino Ceria with a discounted hotel room. The discounted hotel accommodation related solely to Valentino Ceria's role as a current and future group events customer of the Hilton through his role with the Union. Valentino Ceria did not give or promise or agree to anything in exchange for the discounted hotel accommodation. The value provided is our best good faith estimate of the discounted expenditure.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Executive Manager
date_of_agreement: 2023-09-18
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Eleanor Spuhler, Executive Manager for the NAEPC, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Anaheim on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Eleanor Spuhler with complimentary accommodations. The expenditures related solely to Eleanor Spuhler's role as a current and future group events customer of Hilton through Eleanor Spuhler's role with the organization. Eleanor Spuhler did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Administrator
date_of_agreement: 2023-09-18
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sarah Butterfield, Administrator for NAEPC, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Anaheim on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Sarah Butterfield with complimentary accommodations. The expenditures related solely to Sarah Butterfield's role as a current and future group events customer of Hilton through Sarah Butterfield's role with the organization. Sarah Butterfield did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Administrator
date_of_agreement: 2023-09-10
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lawrence Baldino, Administrator for the Laborers' International Union of North America, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Palmer House on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Lawrence Baldino with complimentary accommodations. The expenditures related solely to Lawrence Baldino's role as a current and future group events customer of Hilton through Lawrence Baldino's role with the organization. Lawrence Baldino did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Secretary-Treasurer
date_of_agreement: 2023-10-27
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Philippe Abraham, Secretary-Treasurer for the AFT, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Chicago on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Philippe Abraham with complimentary accommodations. The expenditures related solely to Philippe Abraham's role as a current and future group events customer of Hilton through Philippe Abraham's role with the organization. Philippe Abraham did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: VP & Northwest Regional Manager
date_of_agreement: 2023-07-20
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Robert Abbot, VP & Northwest Regional Manager for Laborer's International Union of North America, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, as it has done for other customers in similar situations, the hotel provided Robert Abbott with Hilton Honors points. These expenditures above related to his role as a current and future customer of Hilton. Robert Abbott did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Meeting Planner
date_of_agreement: 2023-10-03
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Robert Howard, Meeting Planner for the National Education Association, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, as it has done for other customers in similar situations, the hotel provided Robert Howard with Hilton Honors points. These expenditures above related to his role as a current and future customer of Hilton. Robert Howard did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Director, Meeting & Travel
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Rochele Grant, Director of Meetings and Travel, Laborers' Int'l Union of North America, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton provided Rochele Grant with a complimentary meal and met with Rochele Grant to watch the Washington Nationals game and discuss possible opportunities for future events to take place at Hilton hotels. The expenditures related solely to Rochele Grant's role as a current and future group events customer of Hilton through Rochele Grant's role with the organization. Rochele grant did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2023-05-18
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Terry O'Sullivan, General President for Laborers' International Union of North America, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Hawaiian Village on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Terry O'Sullivan with complimentary accommodations. The expenditures related solely to Terry O'Sullivan's role as a current and future group events customer of Hilton through Terry O'Sullivan's role with the organization. Terry O'Sullivan did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Training & Administrative Coordinator
date_of_agreement: 2023-04-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Tina Long, Training & Administrative Coordinator for the Air Line Pilots Association, has a role in deciding where the organization's events will be held. During the organization's visit to the Hilton Chicago & Union Square on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Tina Long with complimentary accommodations. The expenditures related solely to Tina Long's role as a current and future group events customer of Hilton through Tina Long's role with the organization. Tina Long did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Executive Assistant
date_of_agreement: 2023-07-17
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Willa Kamakahi, Executive Assistant, Washington State Labor Council, AFL-CIO, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, as it has done for other customers in similar situations, the hotel provided Willa Kamakahi with Hilton Honors points and a complimentary amenity. These expenditures above related to her role as a current and future customer of Hilton. Willa Kamakahi did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Administrator
date_of_agreement: 2023-10-25
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Karen Scott, Administrator, for the International Association of Heat and Frost Insulators and Allied Workers, has a role in deciding where the organization's events will be held. During the organization's visit (site inspection) to the Hilton Anaheim on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Karen Scott with a complimentary accommodation. The expenditures related solely to Karen Scott's role as a current and future group events customer of Hilton through Karen Scott's role with the organization. Karen Scott did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Administrator
date_of_agreement: 2023-10-25
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Craig Hendrick, Administrator, for the International Association of Heat and Frost Insulators and Allied Workers, has a role in deciding where the organization's events will be held. During the organization's visit (site inspection) to the Hilton Anaheim on the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotel provided Craig Hendrick with a complimentary accommodation. The expenditures related solely to Craig Hendrick's role as a current and future group events customer of Hilton through Craig Hendrick's role with the organization. Craig Hendrick did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Chief Executive
date_of_agreement: 2023-06-07
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hilton requested that The Labor Pros provide labor relations consultant services to Hotel Del Coronado, Arizona Biltmore, Hilton Santa Barbara, and Embassy Suites Portland to inform and educate them about their rights and responsibilities under the NLRA, about labor unions, about union representation, and about NLRB elections, and provide labor relations consultant services to Hilton relating to the Hotels. To the best of Hilton's knowledge, the above referenced payments represent the fees and expenses relating to The Labor Pro's labor relations consultant services paid and/or pending on or about the date indicated in item 11.a.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Meeting and Event Planner
date_of_agreement: 2023-07-17
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Howard Komine, Meeting and Events Planner for the National Letter Carriers Association, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton Minneapolis provided Howard Komine with a site inspection and various accommodations. The expenditures related solely to Howard Komine's role as a current and future group events customer of Hilton through Howard Komine's role with the organization. Howard Komine did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Meeting & Event Planner
date_of_agreement: 2023-07-17
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
James Korolowicz, Meeting and Events Planner for the National Letter Carriers Association, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton Minneapolis provided James Korolowicz with a site inspection and various accommodations. The expenditures related solely to James Korolowicz's role as a current and future group events customer of Hilton through James Korolowicz's role with the organization. James Korolowicz did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Meeting and Event Planner
date_of_agreement: 2023-07-17
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Glenn Norton, Meeting and Events Planner for the National Letter Carriers Association, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton Minneapolis provided Glenn Norton with a site inspection and various accommodations. The expenditures related solely to Kimberly Akoto's role as a current and future group events customer of Hilton through Glenn Norton's role with the organization. Glenn Norton did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Meeting and Event Planner
date_of_agreement: 2023-07-17
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Nicole Rhine, Meeting and Events Planner for the National Letter Carriers Association, has a role in deciding where the organization's events will be held. On the dates listed in 11a, as it has done for many of its other current and prospective group meeting customers in similar situations, Hilton Minneapolis provided Nicole Rhine with a site inspection and various accommodations. The expenditures related solely to Nicole Rhine's role as a current and future group events customer of Hilton through Nicole Rhine's role with the organization. Nicole Rhine did not give or promise or agree to anything in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Outside Counsel
date_of_agreement: 2020-01-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
-On March 20, 2023, MLB paid the MLBUA $210,000 in consideration for various business and media rights. MLB's obligation to make the reported $210,000 payment is set forth in the attached excerpt of Article 3.F of the parties' collective bargaining agreement.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary
date_of_agreement: 2021-01-28
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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. The relevant provision of the parties' collective bargaining agreement which defines the calculation of monthly payments is attached.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment to The Labor Pros for expenses and services provided during union campaigns or employee training at various facilities


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Action Resources Labor Consultants
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment to Action Resources Labor Consultants for expenses and services provided during union campaigns or employee training.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-02-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Meals (food and drinks) and parking were provided to the staff and bargaining committee of American Federation of Musicians during negotiations with the Alliance of Motion Picture and Television Producers for successor agreements to the 2020 American Federation of Musicians Basic Theatrical Motion Picture Agreement and the Basic Television Motion Picture Agreement.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-27
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Meals (food and drinks) and parking were provided to the staff and bargaining committee of Director Guild of America during negotiations with the Alliance of Motion Picture and Television Producers for successor Agreements to the 2020 Director Guild of America Basic Agreement and Freelance Live and Tape Television Agreement.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-13
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lunch with William "Dusty" Klatt (President) at - Michael Restaurant - Motion Picture Studio Mechanics, Local 52, IATSE. Discussion of 2024 negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
date_of_agreement: 2023-01-13
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lunch with Charlie E. (Secretary/Treasurer) at Michael's Restaurant - Motion Picture Studio Mechanics, Local 52, IATSE. Discussion of 2024 negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-03-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lunch with Martin Weeks (President) at Jinky's Cafe - Studio Electrical Lighting Technicians, Local 728 - IATSE. Discussion of 2024 negotiation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative-Secretary
date_of_agreement: 2024-03-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lunch with Greg Reeves (Business Representative-Secretary) at Jinky's Caf - Studio Electrical Lighting Technicians, Local 728 - IATSE. Discussion of 2024 negotiation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
date_of_agreement: 2024-03-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Breakfast with Brigetta Romanov (Executive Director) at Farmshop - Costume Designers Guild, Local 892. Discussion of 2024 negotiation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-01-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Meals (food and drinks) and parking were provided to the staff and bargaining committee of the International Alliance of Theatrical Stage Employees (IATSE) during negotiation with the Alliance of Motion Picture and Television Producers during negotiations for successor agreements to the 2021 IATSE Basic Agreement and IATSE Area Standards Agreement.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Senior Consultant
date_of_agreement: 2024-01-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Dinner with John McGuire (Senior Consultant) at JoJo Restaurant - Screen Actors Guild-American Federation of Television and Radio Artists (SAG-AFTRA). Discussion re various SAG-AFTRA matters.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Meals (food and drinks) and parking were provided to the staff and bargaining committees of Screen Actors Guild-American Federation of Television and Radio Artists (SAG-AFTRA) during negotiations with Alliance of Motion Picture and Television Producer for successor agreements of the 2020 SAG-AFTRA Certified Basic Agreement and Television Agreement.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Administrative Officer and General Counsel
date_of_agreement: 2023-06-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lunch with Duncan Crabtree-Ireland (Chief Executive Officer) at Cheese Cake Factory Restaurant - Screen Actors Guild-American Federation of Television and Radio Artists (SAG-AFTRA). Discussion relating to negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Contracts Officer
date_of_agreement: 2023-06-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lunch with Ray Rodriguez (Chief Contracts Officer) at Cheese Cake Factory Restaurant - Screen Actors Guild-American Federation of Television and Radio Artists (SAG-AFTRA). Discussion relating to negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Scenic Artist, Scenic Designer
date_of_agreement: 2023-01-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Dinner with Emily Gaunt (Scenic Artist, Scenic Designer) at Union Square Cafe - United Scenic Artists, Local 829. Discussion re working conditions.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Meals (food and drinks) and parking were provided to the staff and bargaining committees of the Writers Guild of America and the Writers Guild of America East, Inc. during negotiations with Alliance of Motion Picture and Television Producers for the successor agreement to the 2020 WGA Minimum Basic Agreement.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
date_of_agreement: 2023-08-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Negotiation Meeting with Ellen Stutzman (WGA Executive Director) at Beverly Wilshire Hotel and Luxe Sunset Hotel - Writers Guild of America, West, Inc.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-09-05
federal_work: Yes
form_agreement: Oral
no_uei_checkbox: Checked
uei: Unique Entity Identifier (UEI):
unlisted_agencies: Unknown
explanation:
Inform and educate employees about their rights, duties and responsiblities as they pertain to the NLRA and NLRB procedures such as secrete ballot elections, collective bargianing representation, collective barganing procedures, unfair labor practices nad union rules and finances.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent labor consultant
date_of_agreement: 2023-02-21
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Pursuant to The Johns Hopkins Hospital's agreement to pay a $350 per hour hourly fee, reimbursement of customary travel expenses, and a $75 daily per diem for food expenses, Kirsten Johnson Moore met with the Hospital's Operating Room employees to provide them with education about the NLRB election process and employee rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent labor consultant
date_of_agreement: 2023-02-21
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Pursuant to The Johns Hopkins Hospital's agreement (attached to 2022-2023 LM-10) to pay a $350 per hour hourly fee, reimbursement of customary travel expenses, and a $75 per diem for food expenses, Kirsten Johnson-Moore met with the Hospital's Operating Room employees to provide them with education about the NLRB election process and employee rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Partner
date_of_agreement: 2022-12-07
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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: Both
counterparty_position: Managing Partner
date_of_agreement: 2023-02-14
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
National Labor Relations Advocates was retained to provide training, guidance and advisory services during a union campaign.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Independent labor consultant
date_of_agreement: 2022-09-22
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Independent labor consultant used to educate our employees about the myths and realities of union representation and used to answer questions about unions. Please see attachment for more specific information.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-12-29
federal_work: No
form_agreement: Oral
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
counterparty_position: LRI Consulting Services, INC (Consultant)
date_of_agreement: 2022-10-07
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged LRI Consulting Services to educate employees regarding their rights to organize and bargain collectively.


activity_code: ITEM 8.e.
activity_type: Payment
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:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Hourly rate of $400/hour, plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2023-04-30
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Labor Pros was engaged to consult on, and provide third party persuader services with, an NLRB election petition. On site consultants were paid by the hour and expenses were reimbursed. The company benefited from the services in that they promoted continued positive employee relations.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Counsel
date_of_agreement: 2023-02-28
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The payments were made to C Hunt Management Consulting Inc for its services rendered in connection with educating employees regarding unionization and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-08-17
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Reliant Labor Consultants firm was hired to provide consulting services during an union election campaign, as well as on-site facilitators to communicate lawful information to employees and to educate employees on their rights under the NLRA.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Verbal agreement. $400/hour consulting, $1,000/travel day, expense reimbursement. Requested firm communicate to employees regarding exercising their rights to organize and bargain collectively.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2023-02-12
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
For payment on an hourly basis and reimbursement of reasonable and customary out-of-pocket expenses, Miko Penn 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: Agreement
counterparty_position: independent labor consultant
date_of_agreement: 2023-08-16
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The payments were made to American Labor Relations Group, Inc for its services rendered in connection with educating employees regarding employee rights, unionization, collective bargaining and the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2023-07-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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: Payment
counterparty_position: President
date_of_agreement: 2023-05-02
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hired independent labor consulting firm to educate employees about the rights and responsibilities of employers, unions, and employees under the National Labor Relations Act, and to assist us in expressing the company's opinion on union representation.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent contractor
date_of_agreement: 2023-02-02
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Verbal agreement to provide professional consulting services, re educate employees regarding rights and responsibilities of employers, unions and employees under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In its fiscal year 2024 (June 1, 2023 - May 31, 2024) 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 2024 was $7,804,224. See Attachment B for a description of each remittance made in fiscal year 2024.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In its fiscal year 2024 (June 1, 2023 - May 31, 2024) 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 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 27.1.3 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 2023 was $7,709,254. See Attachment C for a description of each payment made in fiscal year 2024. --


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2015-11-02
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024, the total amount of airline tickets purchased by ALPA under this verbal agreement was $407,164.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In its fiscal year 2024 (June 1, 2023 - May 31, 2024) 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 2024 was $4,123. ---


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor Relations Consultants
date_of_agreement: 2023-02-25
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The total amount paid $24,351 includes the items described on the attached invoices received from Quest Consulting, Inc. for airfare, lodging, meals and auto. We leveraged Quest Consulting in 2023 to take a pulse on employees and how they perceived the working conditions to be at our Visalia, CA facility which is still currently a non-union facility.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2023-08-28
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
A Contract was drafted for education and support during a union campaign. however it was never executed by the CEO. A proposal was also provided to Allegiance by the consultant. We utilized the consultant on a daily basis, as needed.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Executive Vice President
date_of_agreement: 2023-10-09
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Provided consultation and advice to Thai Summit's management regarding strategy for conducting a campaign. Train all Thai Summit Executives, Managers and Supervisors in NLRB union petition/election techniques. Interviews and evaluation of all Thai Summit staff to gain their perception of the issues. Prepare appropriate informational materials and responses to written employee suggestions. Invoices are based off Time/hours, Expense/Meals/Hotel. Note: The current President and Executive HR Manager are new hires and not present during this time.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Consultant
date_of_agreement: 2024-06-25
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Action Resources was engaged by San Diego Humane Society to communicate with employees regarding their unionization rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: independent labour consultant
date_of_agreement: 2023-11-18
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We hired LRI to educate our staff on rules and roles of working with a labour union. We were invoiced for our services.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Consultant
date_of_agreement: 2023-03-15
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
a. Provide advice to JL and client concerning development and execution of a comprehensive communications plan in connection with management and workforce relations. b. collaborate and provide assistance to JL, client and consultants as JL and Client direct. c. Other related services as requested d. Timely provide timely information to JL and Client regarding the specific services rendered under this Agreement.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-11-01
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for professional services provided by consultant. Consultant 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: Payment
counterparty_position: Labor Consultant
date_of_agreement: 2022-05-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Assistance with complying with NLRB requests, training management on NLRB, holding question and answer education sessions.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-04-01
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In exchange for payment of an hourly rate of $375.00, a $75 meal per diem, and reimbursement of expenses including reasonable travel expenses, Jim Misercola, a consultant with Labor Educators, LLC, met with Dartmouth Hitchcock Medical Center nurses and provided education about NLRB election procedure and rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-03-25
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In exchange for payment of an hourly rate of $375.00, a $75 meal per diem, and reimbursement of reasonable travel expenses, Evelyn Fragoso Rivas, a consultant with Quality Labor Solutions, met with Dartmouth Hitchcock Medical Center nurses and provided education about NLRB election procedure and rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-03-22
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In exchange for payment of an hourly rate of $375.00, a $70 per diem for meal and incidental costs, and reimbursement of reasonable and customary travel expenses, Rian Wathen, a consultant with Independent Center for Worker Education/ The Labor Educators, met with Dartmouth Hitchcock Medical Center nurses to provide education about NLRB election procedure and rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2024-03-22
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In exchange for payment of an hourly rate of $450.00 and reimbursement of reasonable and customary expenses, Miko Penn, a consultant with The Crossroads Group, met with Dartmouth Hitchcock Medical Center nurses to provide education about NLRB election procedure and rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2023-07-03
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Greer Consulting was retained to educate, not persuade, employees regarding their collective bargaining rights.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2023-11-02
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lev Labor was retained to educate, not persuade, employees regarding their collective bargaining rights.


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 FACILITY RENT TO HOST CONTINUING EDUCATION 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: Agreement
counterparty_position: President
date_of_agreement: 2023-08-02
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made for consulting services rendered pursuant to the August 2, 2023 statement of work attached.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Attorney
date_of_agreement: 2022-08-23
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Tulenik identified his company as Labor Consultants LLC in a Form LM-20 filed with OLMS. We never dealt with him under that name. We only hired him as a labor attorney. We are answering No to 12b because Mr. Tulencik did not work for us concerning any contracts.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: PRINCIPAL
date_of_agreement: 2023-01-26
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We provided check payments for letter agreements to Laurel Labor Advisors to provide three informational meetings for our employees for training purposes.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-04-18
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hearn Industrial Services, Inc. ("Hearn") engaged Permeant Solutions Labor Consultants ("PSLC") to assist in educating Hearn's management team and supervisors about their roles and responsibilities during the National Labor Relations Board election process. PSLC provided training to Hearn's managers and supervisors on legal compliance, ensuring that Hearn leadership understood the requirements and restrictions under the National Labor Relations Act regarding communications with employees during the organizing campaign. PSLC also provided educational materials to help the Hearn team lawfully present the company's perspective on unionization while maintaining compliance with labor laws. Additionally, PSLC assisted Hearn in developing a campaign strategy to ensure that its First Amendment-protected communications with employees were clear, accurate, and in accordance with legal guidelines.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-10-19
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Julius Silvert at their facility in Savage, MD, in an organizational campaign by the United Food & Commercial Workers (UFCW) Union Local 27. Agreement has never been reduced to writing, is for no specific time, 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: Payment
counterparty_position: Educator
date_of_agreement: 2023-02-27
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Educate employees regarding exercising their rights to organize and bargain collectively under the NLRA.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of New York Labor Health Care Alliance 8th Annual Benefit Seminar and Golf Tournament on October 17, 2023


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Office Manager
date_of_agreement: 2023-03-07
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
To inform employees of their rights as described by the NLRA: to choose whether or not they wish to be represented for the purpose of collective bargaining.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of the March 17, 2023 Sporting Clays Tournament benefitting Local 100's Benevolence Fund


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of the September 6, 2023 Minneapolis Building & Construction Trades Council Dads Day Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/11/2023 - Health Fair sponsorship 11/02/2023 - Sponsorship of the St Louis Port Council annual holiday luncheon


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of March 8 - March 12, 2023 NY City Building & Construction Trades Council Winter Conference


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of the May 30, 2023 annual golf tournament benefitting the Teamsters Joint Council Local 73 scholarship fund


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of the June 16, 2023 Connecticut Pipe Trades Local 777 19th Annual Golf Tournament benefitting the UA Local 777 Charity Fund


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of the October 4 - October 6, 2023 Connecticut State Building Trades Council 99th Annual Convention


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/14/2023 - Exhibit Booth at the April 19 - April 21, 2023 IBEW Construction & Maintenance Conference 08/28/2023 - Exhibit Booth at the August 29 - August 31, 2023 IBEW Membership Development Conference


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2023-07-13
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Explain pros and cons of being in a union to the service technicians at City VW of Highland. Payment was made to Reliant Labor Consultants


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2023-07-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Independent consulting firm was contracted with to educate managers and employees on rights as defined by the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: self
date_of_agreement: 2024-03-20
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Oral Agreement for payments for consulting services, including conducting meetings with associates to educate on the National Labor Relations Act and answer questions regarding unionization.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent labor consultant
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Quest Consulting provided meetings and opportunities for employees at the Company's Huntington, CA facility to obtain education and ask questions concerning Section 7 of the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2023-10-26
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for services and expenses incurred regarding provision of consulting services regarding labor campaign.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-04-26
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Consultant engaged to meet with employees over two (2) days to present information about the Act and the consequences of joining a labor organization. 2. Consultant developed and provided custom videos to provide information regarding joining a labor organization.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-02-27
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made to educate employees regarding their rights to organize and bargain collectively.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Treasurer
date_of_agreement: 2023-05-03
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Professional Services and travel expenses. Educate employees regarding rights and responsibilities of employers, unions and employees under the NLRA


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:
FY2024: BSA provided the IBEW Union President office space at the Laboratory's Upton NY site. BSA also paid for the telephone, computer and fax services in connection with the office space. In addition, BSA paid misc office items. e.g. file folders, markers, printer ink, and dry eraser boards for the IBEW Union President.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-10-12
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
LTS's payments to Galilea Corp., LLC were to obtain services toward educating employees about their rights under the National Labor Relations Act in the context of a union organizing effort.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: SELF
date_of_agreement: 2022-07-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Inform and educate employees about their right to unionize and refrain from unionizing, duties and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-07-08
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 a golf tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-01-19
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 Alaska Ironworkers Local 751.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Labor Consultant
date_of_agreement: 2024-03-14
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Assistance with labor and positive employee relations strategy to educate employees about the myths and realities of union representation. Consultant spoke with employees in group settings.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-12-16
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments for labor consulting firms services which included communications with employees at the Company's Zen Leaf Highland Park (IL) dispensary regarding their rights to join or assist a labor union, or to refrain from such activities, as described in the National Labor Relations Act.


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, 2024.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-09-25
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 (CBA), effective September 25, 2024, 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: 2023-09-30
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 agreement (CBA) effective September 30, 2023, 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: 2023-09-18
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 agreement (CBA) effective September 18, 2023, 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.e.
activity_type: Agreement
counterparty_position: Treasurer
date_of_agreement: 2024-11-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Entered into oral agreement on 11/11/2024 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: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/18/23 - $200.00 payment was for the IBEW/NECA, 42nd Annual Operation Christmas 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:
5/3/24 - $500.00 payment was for 12th Annual IBEW Local Union 477 Brotherhood Fund Golf Tournament - Four individual players


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/11/2023 - $2,000 payment for 9th Annual IBEW 595 Golf Classic - Bronze Sponsorship (1 Foursome, 1 Tee Sign, Logo on banner and acknowledgment in program)


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-01-17
form_agreement: Written*
explanation:
This payment was made pursuant to the terms of a collective bargaining agreement between the Women's National Basketball Association and the Women's National Basketball Players Association.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2024-05-14
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 manning 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
counterparty_position: President
date_of_agreement: 2024-06-06
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to EAST COAST LABOR RELATIONS, LLC for services rendered, including holding Voluntary meetings to inform all non-exempt clinic employees regarding collective bargaining, NLRB, union voting and representation, pursuant to the terms of the attached written agreement.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-08-17
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Reliant Labor Consultants firm was hired to provide consulting services during an union election campaign, as well as on-site facilitators to communicate lawful information to employees and to educate employees on their rights under the NLRA. This payment was reconciled from work completed in 2022, but paid late (March 2023) and was not accepted on the 2022 LM-10 filing.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-03-08
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Hourly rate of $425 plus reasonable travel expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: U.A. Local 7 Plumbers & Steamfitters
date_of_agreement: 2023-06-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In August 2024, IR+M sponsored the New York Labor Health Care Alliance (NYLHCA) 9th Annual Benefit Seminar and Golf Tournament for UA Local 7 Plumbers & Steamfitters.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-11-06
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Giving speeches, preparing written materials for distribution, and holding /conducting voluntary meetings with management and employees to answer questions on rights afforded by the National Labor Relations Act (NLRA).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: IUEC Regional Director
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Reporting employer sponsored a golf outing that was organized by IUEC to raise funds for Toy Box Connection Children's Charity. The check was paid to IUEC Golf Outing - Toy Box Connection.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Administrator
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Reporting employer sponsored a golf outing that was organized by NY Steamfitters to raise funds for 100 Who Care. The check was paid to 100 Who Care Inc.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-05-27
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Beginning on May 27, 2023, LRI was retained to conduct meetings with employees in the voting bargaining unit to discuss the realities of signing authorization cards and voting in the incoming election. Payment was made to LIS for these services. There is no written agreement between the parties


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-05-27
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Beginning on May 27, 2023, LRI was retained to conduct meetings with employees in the voting bargaining unit to discuss the realities of signing authorization cards and voting in the incoming election. Payment was made to LIS for these services. There is no written agreement between the parties.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent labor consultant
date_of_agreement: 2023-12-06
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The payment was in consideration for the following consulting services: (1) drafting, revising, and providing written materials for presentation, dissemination, or distribution to employees; (2) drafting, revising, and providing a speech for presentation to employees; (3) drafting, revising and providing audiovisual presentations for presentation to employees; and (4) planning group employee meetings. This LM-10 report is for payment only for the agreement date that is listed in 10a (agreement date 12/02/2023).


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-05-02
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate the painters regarding exercising their rights to organize and bargain collectively.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-08-08
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Written Agreement to educate control/service techs operating out of the Richland office regarding exercising their rights to organize and bargain collectively. This agreement is for no specific time and may be terminated by either party at any time. Hourly rate of $425 per hour, plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Treasurer
date_of_agreement: 2024-09-30
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Government Resources Consultants of America Inc. conducted meetings with employees in the voting bargaining unit. All time worked and accompanying invoices were issued monthly and paid as presented.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Principal
date_of_agreement: 2022-12-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment of services to educate employees regarding the exercise of their rights to join or not join a union.


activity_code: ITEM 8.e.
activity_type: Both
agencies: Prisons Bureau
counterparty_position: President
date_of_agreement: 2024-05-30
federal_work: Yes
form_agreement: Oral
no_uei_checkbox: Checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Hourly rate of $425.00 per hour, plus reasonable travel expenses.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: UAW Local 2031
date_of_agreement: 2023-11-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Inteva Products LLC provide UAW Local 2031 an office space, dedicated zoom phone lines and the use of 4 computers and printer for Union business within Adrian, Michigan facility. Market rate for office rental is $ 12.57 per square foot. The Union office is 1577 sq feet.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
No written agreement or requirement to pay. On April 23, 2024, payment of $500 was made by check payable to Iron Workers Local 40 Special Events for sponsorship of Local 40's Annual Golf Outing held May 18, 2024.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-09-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
No written agreement or requirement to pay. On September 9, 2024, payment of $300 was made by check payable to UFCW & Employers Trust LLC for sponsorship of UFCW and Employers Trust LLC Retirement Fair.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Organization
federal_work: No
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
No payments for professional services provided by Healthcare Labor Solutions (HLS) were paid by Henry Ford Hospital in 2024. HLS 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: 2023-08-01
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Vaderstad entered into an agreement with NLR Advocates to educate and inform our employees prior to a union vote.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-11-27
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The agreement was made to pay LCG, LLC based on hourly consulting rates for individuals to meet with employees and provide information and answer questions about union organizing activities, processes, etc. Payments were based on number of hours worked plus reimbursables for meals and travel expenses.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/28/24 - Direct payment to BRS for sponsorship related to GC Training Seminar 08/20/24 - Indirect payment - Meals


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-01-05
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Verbal Agreement in 2024 to educate production, warehouse and maintenance workers regarding exercising their right to organize and collectively bargain.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President of Quest Consulting
date_of_agreement: 2023-05-15
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Dates and payments unknown. Hotel did not make any payments to said consultants. Hotel was visited by the consulting company, but did not pay the company directly or indirectly. As property General Manager of the property, I am unaware of the fee that will billed or paid for the consultations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$225 represents a half page ad in the fundraiser booklet. $500 represents sponsorship for charity golf tournament held 6/11/24 (cost of sponsoring one hole).


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-06-30
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Hourly rate of $425 per hour, plus reasonable travel expenses.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Stealth Partner Group for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to New York Chapter of RIMS for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Ringmaster Technologies, Inc. for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to the New York State Court Clerks Association for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to the Long Island Federation of Labor for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Local 891 Beneficiaries Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to the George Labor Management for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Western States Issue Education Fund, Inc. for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Local 294 Teamsters Care for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to Teamsters Local Union 822 for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made to The NYS Public Employee Conference for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-05-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hired Labor Advisors to communicate information about unionization and union campaigns to our employees and to encourage them to vote in the election.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: labor relations consultant
date_of_agreement: 2024-01-12
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The payments were made to Lev Labor, LLC for labor relations consulting services provided to the Academy of Magical Arts. These services include a variety of tasks related to labor strategy and management training. The payments were made at a rate of $450/hour per consultant.


activity_code: ITEM 8.f.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-01-12
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
(Same as 8e) The payments were made to Lev Labor, LLC for labor relations consulting services provided to the Academy of Magical Arts. These services include a variety of tasks related to labor strategy and management training. The payments were made at a rate of $450/hour per consultant.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made directly to: Holiday Inn Express and Suites Atlanta SW Fairburn, 7905 Senioa Road, Fairburn, GA 30213 for labor negotiations meeting space per an oral agreement that has been made since beginning of the contract for both contracts. The Hourly workforce contract as well as the QA contract with identical union. The QA negotiations began in December 2023 with a ratification in early 2024.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-04-26
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Independent labor consulting firm was retained in response to union organizing efforts to assist in educating team members about labor organizations, answering labor-related questions from team members, the issues, the election process, and their rights under applicable law.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Agent
date_of_agreement: 2024-10-14
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Nestle donated 1.5 pallets of product produced at the Burlington, WI factory to the Teamsters to distribute during the Burlington Christmas Parade.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Agent
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Agreement in place since beginning of contract that company would pay room charges for negotiations. These payments were made to Holiday Inn Express 900 Watson Drive, Kearney MO 64060 for five days of negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) PAYMENT FOR HOLE SPONSORSHIP AT GOLF OUTING. THE LABOR UNION DID NOT BENEFIT FROM THE PAYMENTS. COST OF SPONSORSHIP/ADVERTISEMENT USED TO OFFSET THE COST OF THE OUTING AND BANQUET PROGRAM BOOKLET


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2024-01-15
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-10-23
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/23/2024: Payment for initial security deposit to be held against final invoice. The services provided by NLRA benefitted NLRA by receiving payments for their services. The benefit to Graham Tire was to help educate the management of Graham Tire in the union organization process and provide written material and talking points for communication with all employees. 11/04/2024: Invoice for the performance provided under the agreement. Services included the following: Off-site work including, but not limited to meetings, document preparation, etc. Travel/meals. Onsite campaigning for the general service technicians, automotive mechanics, warehouse personnel and service writer positions. The services provided by NLRA benefitted NLRA by receiving payments for their services. The benefit to Graham Tire was to continue to educate management in the union organization process as well as provide written materials and talking points for communication with all employees. 11/21/2024: Final invoice for the performance provided under the agreement. The amount of $8,153 was returned to Graham Tire Co. The amount of $6,847 was taken from the security deposit Graham Co. submitted to NLRA on 10/23/2024. Services included: o Parking, lodging, meals, rental car. o Off-site work including call review. o Onsite campaigning for general service technicians, automotive mechanics, warehouse personnel and service writer positions. o The services provided by NLRA benefitted NLRA by receiving payments for their services. The benefit to Graham Tire was the continued help with educating management in the union organization process as well as written materials and talking points for communicating with employees.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, UAW Local 1193
date_of_agreement: 2023-01-01
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, Benefits/Safety Rep, and an Employee Assistance Professional (EAP). Additionally, negotiations hotel costs for bargaining the new CBA.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: UAW Local 2075 President
date_of_agreement: 2023-01-01
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 EAP Representatives. Costs for 2023 National Negotiations in Troy, MI.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, UAW Local 2147
date_of_agreement: 2023-01-01
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. National Negotiations costs for 2023 negotiations in Troy, MI


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Committeeperson, UAW Local 1248
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Use of on-site office space for union representatives, including Committeeperson, Stewards and Benefits & Safety Representative. 2023 National Negotiations hotel costs.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: UAW Local 412, Unit 27 Chairperson
date_of_agreement: 2023-01-01
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 and Steward. 2023 National Negotiations hotel costs. Negotiations held in Troy, Michigan.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: UAW Local 412, Unit 28 Chairperson
date_of_agreement: 2023-01-01
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. 2023 National Negotiations hotel costs for Chairperson.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, USW Local 9506
date_of_agreement: 2023-01-01
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 and Grievance Committee. Cost associated with WSBM (teaming) off-site meeting in London, Ontario Canada.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-09-24
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Hourly rate of $425.00/hour, plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Senior Labor Consultant
date_of_agreement: 2024-04-30
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Campaign consulting on site with objective to win NLRB election or withdrawal of petition while increasing trust and credibility of leadership team.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Outside Counsel
date_of_agreement: 2020-01-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
-On January 30, 2024, MLB paid the MLBUA $210,000 in consideration for various business and media rights set forth in the parties' collective bargaining agreement.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independant Labor Consultant
date_of_agreement: 2024-04-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hired Davis, Grimm, Payne and Marra in or around April 11, 2024 to aid in preparing persuader materials related to an election campaign.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Person
date_of_agreement: 1990-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, UAW Local 9
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Honeywell continued to provide UAW Local 9 an in-plant office and office equipment in 2024 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, USW Local 8823
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Honeywell provided USW Local 8823 an in-plant office and office equipment in 2024 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, Boilermakers Local Lodge 212
date_of_agreement: 2021-04-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Honeywell provided the union an in-plant office and office equipment in 2024 pursuant to the labor agreement dated April 1, 2021, 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*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Honeywell provided UAW Local 1403 an in-plant office and office equipment in 2024 under the following provision of a labor agreement dated March 1, 2023: "The Company will provide an office and office equipment for the union leadership to maintain records and conduct representational activities."


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent consultant
date_of_agreement: 2024-10-22
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
EMSI agrees that it shall provide its expertise to the Client for all matters pertaining to the Assignment and relevant matters. All Services will be provided in a Bilingual (English - Spanish) format The agreed-upon services shall include: 1) General and continuing coordination with Top Management and the Human Resources Department 2) Coordinating and participating in Individual and group sessions with key managers 3) Coordinating and participating in Meetings with Employee Groups and individual workers. 4) Consultation and coordination with Labor attorney 5) Research of the issues and third party (Union) activities and Preparation of related materials. In consideration for the Consulting Services, the Client agrees to pay EMSI ConsulJd!lj a "Flat Fee" of $20,000 and $2250 at the conclusion of a successful project. An initial "Retainer" of $7,sWis due upon signing the Agreement, a 2nd payment of $7,S0 t the midway point, and a final payment of S7E0 ( Plus the $2250 if applicable) at the conclusion. lnvoi will be submitted and payable upon receipt- Additional related Fees and expenses related to the project will be itemized in the invoices. Travel-related expenses will be billed to the client.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: ASSISTANT TO THE BUSINESS MANAGER
date_of_agreement: 2024-04-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We received an invitation to participate in the 44th Annual Charity Golf Tournament to be held July 11, 2024 at the Oxford Greens Golf Club, 99 Country Club Drive, Oxford, CT. We agreed to be a $300 Tee Sponsor and send 1 golfer for $275 to benefit the scholarship fund. We mailed a $575 check payable to Local 478 Charities.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: ASSISTANT TO THE BUSINESS MANAGER
date_of_agreement: 2024-03-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We received an invitation to be a sponsor for the IUOE Local 478 Education Trust Scholar Award Ceremony to be held June 2024. We agreed to be a $600 Platinum Sponsor to benefit the scholarship fund. We mailed a check payable to the Local 478 Education Trust.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2024-04-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We received an invitation to participate in the 24th Annual Peter A. Reilly Invitational Golf Tournament to be held June 29, 2024 at Blackledge Golf in Hebron, 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: Agreement
counterparty_position: Vice President
date_of_agreement: 2024-05-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We received an invitation to the Connecticut Coalition 28th Annual Charity Golf Outing on August 14, 2024 at the Portland Golf Course, 169 Bartlett Street, Portland, CT. We agreed to be a $250 Tee Sponsor. We made mailed a check to the Connecticut Coalition of Taft Hartley Health Funds.


activity_code: ITEM 8.e.
activity_type: Agreement
agencies: U.S. Immigration and Customs Enforcement
counterparty_position: President
date_of_agreement: 2023-11-30
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): HJGMJN1JKL46
explanation:
Payments were made to C Hunt Management Consulting Inc. under a written agreement, a copy of which is included herewith..


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-08-24
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
GD-OTS covered a $4,776 expense for a hotel conference room designated for the union's private use during contract negotiations in October 2024. Additionally, GD-OTS covered the entire cost of a shared conference room where the negotiating took place. The union's half was $2,292. The total cost of the both the private conference room and the union's half of the shared conference room is $7,068. This was all paid for in August 2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer BLET Div 81
date_of_agreement: 2024-01-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All above Discussed FELA Saftey and Working Conditions All Above Meals Purchased at Jason's Deli with the exception of 3/10/2024 Meal purchased at Slap's BBQ


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer BLET Div 42
date_of_agreement: 2024-02-14
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All Above Dates Discused FELA, Saftey And Working Conditions 2/14/2024-4/09/2024-5/08/2024-8/14/2024 Meals Purchased at Bogarts 3/13/2024-6/12/2024 Meals Purchased at Jonie's TOGO 6/5/2024 Meal Purchased at Powder Creek Shooting Range 12/11/2024 Meal Purchased at Jovick's


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer SMART LOCAL 278
date_of_agreement: 2024-02-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All above dates Discussed FELA, Saftey and Working conditions All Meals purchased for the above dates at Fraturnal Order of Eagles


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman BLET 537
date_of_agreement: 2024-10-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Discussed Disability insurance issues 10/5/2024 Meal Purchased at Sara's Family Restaurant 12/20/2024 Meal Purchased at Breakfast Club II


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer BLET 537
date_of_agreement: 2024-01-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Disscused FELA, Saftey and working conditions on all above dates All meal purchased at 469 Sports and Spirits with the exception of 10/09/2024 meal purchaced at Hillside Shooting and Sports


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer BLET DIV 106
date_of_agreement: 2024-01-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All above dates Discussed FELA, Saftey and working conditions. All Above dates - Meals Purchased at Mulligan's


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman BLET 42
date_of_agreement: 2024-04-27
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All Above dates Discussed FELA, Saftey And Working Conditions 4/27/2024 Meal Purchased at Strawberries BBQ 9/19/2024 Meal Purchased at Harbor Lite 11/23/2024 Meal Purchased at Harbor Lite


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer DIV 2
date_of_agreement: 2024-03-02
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All Above Dates Discussed FELA Saftey and Working Conditions 3/02/2024 Meal Purchased at Steve's Ranch 8/08/2024 Meal Purchased at Gravity Smokehouse 12/13/2024 Meal Purchased at Barb's Patio


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer Div 125
date_of_agreement: 2024-03-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All Above Dates Discussed FELA, Saftey and Working Conditions 3/11/2024 Meal Purchased at Revivalist 3/12/2024 Meal Purchased at Hemisphere's 6/01/2024 Meal Purchased at TYCOGA


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04//22/2024 - Sponsorship of the IBEW #26 Dad's Day Golf Outing. 09/17/2024 - Sponsorship 6th District Progress Meeting. 10/07/2024 - Sponsorship of the IBEW #26 NECA 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: 2024-09-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of the BCA of NYC for reception following 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: 2024-08-26
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of the ECA Golf Outing Tournament. 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.e.
activity_type: Both
counterparty_position: Treasurer
date_of_agreement: 2024-07-19
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We hired Government Resources Consultants of America to consult to us pursuant to a retainer agreement under which they invoiced us monthly.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These small contributions were made towards a monthly raffle managed by the Union for the benefit of their membership. The Company is not aware of the name of any Union official or individual who benefitted personally.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses 1-8 were for meals at offsite Annual Labor Management Conference. These payments are reportable because they do not fall into a de minimis exemption due to other expenses. Expense 9 was for meal an update meeting with Union International Rep


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expense 1 was paid by the Company to cover the cost of a meeting room for an arbitration hearing. Expense 2-3 were for business review meetings with previous and newly elected union officials.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-10-17
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses 1 2 - Payment to independent labor consultant that provided educational meetings to supervisors and management, walked the plat floor and answered questions for employees in the LaPorte, IN facility regarding the process of unionization, the role of the NLRB and Collective Bargaining. These expenses are reportable under 8e and 8f..


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-10-15
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses 1 2 - Payment to independent labor consultant that provided educational meetings to supervisors and management, walked the plat floor and answered questions for employees in the LaPorte, IN facility regarding the process of unionization, the role of the NLRB and Collective Bargaining. These expenses are reportable under 8e and 8f.


activity_code: ITEM 8.f.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-10-17
federal_work: No
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses 1 2- Payment to independent labor consultant that provided educational meetings to supervisors and management, walked the plat floor and answered questions for employees in the LaPorte, IN facility regarding the process of unionization, the role of the NLRB and Collective Bargaining. These expenses are reportable under 8e and 8f.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-07
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sprinkler Fitters and Apprentices Local 550 is a client of Empower. Empower purchased a sponsorship in the annual golf outing for the Sprinkler Fitters and Apprentices Local Union 500.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-02-07
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Empower sponsored the North America's Building Trades Unions' Annual Conference in Washington, DC and the Tradeswomen Build Nations Conference in New Orleans, LA.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-02-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Empower was a sponsor of the IBEW Construction & Maintenance Conference held in Washington, DC and the IBEW Membership Development Conference held in Chicago, IL.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-01-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Empower was a sponsor of the 12th Annual Trap Shoot held in Las Vegas, NV, for the AFL-CIO So. NV Building & Construction Trades Council.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-01-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Brotherhood of Electrical Workers Local 351 is a client of Empower. Empower sponsored the 30th Anniversary Dinner Dance for the International Brotherhood of Electrical Workers Local 351.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-07-19
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Intl Brotherhood of Electrical Workers, Local Union 35 is a client of Empower. Empower purchased a sponsorship in the 2024 Golf Outing for Intl Brotherhood of Electrical Workers, Local Union 35.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-02
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Union of Elevator Constructors Inc Local 12 is a client of Empower. Empower sponsored the IUEC Assistant General President Celebration that was hosted by the International Union of Elevator Constructors Inc Local 12.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-11-11
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Written agreement to educate office clerical employees regarding exercising their rights to organize and bargain collectively. This agreement is for no specific time and may be terminated by either party at any time. Hourly rate of $425 per hour plus reasonable travel expenses.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Union Chairman IAM District 8
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The IAM Chairman was provided an office space of approximately 64 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 - $27.73/sq. ft.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-04-26
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Written agreement to educate hourly employees regarding right to organize and bargain collectively. Hourly rate of pay $382.50 per hour, plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Labor Relations Institute
date_of_agreement: 2023-10-24
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Independent labor consulting firm retained in response to union organizing efforts to assist educating employees at the Stuarts Draft Plant about the issues, the election process, and their rights under the law for a pending re-election.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Labor Relations Institute
date_of_agreement: 2023-09-10
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hired consultants to educate employees (pre-petition) regarding exercising their rights to organize and collectively bargain at our Whitestown, IN facility.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2024-01-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (January) in Washington, District of Columbia from 01/28/2024 to 02/02/2024. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Healthcare Committee (JUNE) in Pittsburgh, Pennsylvania from 06/18/2024 to 06/18/2024. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024. International Paper provided payment for travel, lodging, meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Healthcare Committee (SEPT.) in Memphis, Tennessee from 09/18/2024 to 09/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-01-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals, event tickets for attendance at the Pulp and Paperworkers Resource Council (January) in Washington, District of Columbia from 01/28/2024 to 02/02/2024. International Paper provided payment for travel, lodging, meals, event tickets for attendance at the Pulp and Paperworkers Resource Council 2nd Quarter in Appleton, Wisconsin from 06/10/2024 to 06/15/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024. International Paper provided payment for travel, lodging, meals, event tickets for attendance at the Pulp and Paperworkers Resource Council 3rd Quarter in Vancouver, Washington from 09/09/2024 to 09/13/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-01-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals, event tickets for attendance at the Pulp and Paperworkers Resource Council (January) in Washington, District of Columbia from 01/28/2024 to 02/02/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024. International Paper provided payment for travel, lodging, meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024. International Paper provided payment for registration for attendance at USW HSE Conference in Pittsburgh, PA for Carroll Story, Gregory Smith, Travis Hasty and Jonathan Craddock. 08/19/2024 - 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-07-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Healthcare Committee (SEPT.) in Memphis, Tennessee from 09/18/2024 to 09/18/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
date_of_agreement: 2024-06-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for conference meals for attendance at the Converting Joint Health and Safety Committee (JUNE) in Georgetown, South Carolina from 06/25/2024 to 06/27/2024. International Paper provided payment for conference meals for attendance at the Converting Joint Healthcare Committee in Memphis, Tennessee from 09/17/2024 to 09/17/2024. International Paper provided payment for conference meals for attendance at the Mill Joint Healthcare Committee (SEPT.) in Memphis, Tennessee from 09/18/2024 to 09/18/2024. International Paper provided payment for conference meals for attendance at the Converting Joint Health and Safety Committee (OCT) in Memphis, Tennessee from 10/08/2024 to 10/09/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Member
date_of_agreement: 2024-06-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for for attendance at the Converting Joint Health and Safety Committee (JUNE) in Georgetown, South Carolina from 06/25/2024 to 06/27/2024. International Paper provided payment for meals for attendance at the Converting Joint Health and Safety Committee (JUNE) in Georgetown, South Carolina from 06/25/2024 to 06/27/2024. International Paper provided payment for travel for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024. International Paper provided payment for travel for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-02-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for lodging for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for meals for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for travel for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for travel for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Union Representative
date_of_agreement: 2024-01-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (January) in Washington, District of Columbia from 01/28/2024 to 02/02/2024. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council 2nd Quarter in Appleton, Wisconsin from 06/10/2024 to 06/15/2024. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council 3rd Quarter in Vancouver, Washington from 09/09/2024 to 09/13/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Coordinator
date_of_agreement: 2024-06-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Healthcare Committee (JUNE) in Pittsburgh, Pennsylvania from 06/18/2024 to 06/18/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Healthcare Committee (JUNE) in Pittsburgh, Pennsylvania from 06/18/2024 to 06/18/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-07-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024. USW Health, Safety and Environmental Conference Registration for Buba and Edward Hagemann. 08/18/2024 - 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary / Treasurer
date_of_agreement: 2024-02-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for conference meals for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for lodging for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for travel for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-02-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for lodging for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for meals for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for travel for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
PPRC Member Fee 01/01/2024 - 12/31/2024. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (January) in Washington, District of Columbia from 01/28/2024 to 02/02/2024. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council 3rd Quarter in Vancouver, Washington from 09/09/2024 to 09/13/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-07-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024. International Paper provided payment for travel, lodging, meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024. USW Health, Safety and Environmental Conference 08/18/2024 - 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-08-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for lodging, meals, event tickets for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024. International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Healthcare Committee (SEPT.) in Memphis, Tennessee from 09/18/2024 to 09/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Union Representative
date_of_agreement: 2024-06-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Converting Joint Health and Safety Committee (JUNE) in Georgetown, South Carolina from 06/25/2024 to 06/27/2024. International Paper provided payment for travel, lodging, meals for attendance at the Converting Joint Health and Safety Committee (OCT) in Memphis, Tennessee from 10/08/2024 to 10/09/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Coordinator
date_of_agreement: 2024-08-02
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for registration for attendance at &lt;USW Health and Safety Conference&gt; in &lt;Pittsburgh,PA&gt; Lashaunta Morgan and Terry Wright attended 08/02/2024 - 08/23/2024. International Paper provided payment for travel, lodging, meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2024-01-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (January) in Washington, District of Columbia from 01/28/2024 to 02/02/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Member
date_of_agreement: 2024-06-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Healthcare Committee (JUNE) in Pittsburgh, Pennsylvania from 06/18/2024 to 06/18/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-06-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Healthcare Committee (JUNE) in Pittsburgh, Pennsylvania from 06/18/2024 to 06/18/2024. International Paper provided payment for travel, lodging, meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Union Representative
date_of_agreement: 2024-08-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024. International Paper provided payment for travel, lodging, meals for attendance at the Renewal Bargaining Summit in Atlanta, Georgia from 12/04/2024 to 12/05/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Other
date_of_agreement: 2024-09-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for conference meals for attendance at the Converting Joint Healthcare Committee in Memphis, Tennessee from 09/17/2024 to 09/17/2024. International Paper provided payment for conference meals for attendance at the Mill Joint Healthcare Committee (SEPT.) in Memphis, Tennessee from 09/18/2024 to 09/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Treasurer
date_of_agreement: 2024-09-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for conference meals for attendance at the Mill Joint Healthcare Committee (SEPT.) in Memphis, Tennessee from 09/18/2024 to 09/18/2024. International Paper provided payment for travel, lodging for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Other
date_of_agreement: 2024-02-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for travel, lodging, meals for attendance at the Renewal Bargaining Summit in Atlanta, Georgia from 12/04/2024 to 12/05/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Representative
date_of_agreement: 2024-02-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for meals for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024. International Paper provided payment for meals for attendance at the Renewal Bargaining Summit in Atlanta, Georgia from 12/04/2024 to 12/05/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Steward
date_of_agreement: 2024-08-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for lodging, meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024. Conference Registration fee for USW Health Safety and Environment Conf 08/18/2024 - 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Coordinator
date_of_agreement: 2024-08-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024. USW Health, Safety and Environment Conference 08/18/2024 - 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-08-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals, event tickets for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-08-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for lodging, meals, event tickets for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Steward
date_of_agreement: 2024-09-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Joint Healthcare Committee (SEPT.) in Memphis, Tennessee from 09/18/2024 to 09/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-09-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Converting Joint Healthcare Committee in Memphis, Tennessee from 09/17/2024 to 09/17/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Advocate
date_of_agreement: 2024-08-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the USW Health, Safety and Environment Conference in Pittsburgh, Pennsylvania from 08/18/2024 to 08/23/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2024-07-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals, conference meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Second Vice President
date_of_agreement: 2024-09-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, conference meals for attendance at the Mill Joint Healthcare Committee (SEPT.) in Memphis, Tennessee from 09/18/2024 to 09/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Area Vice President
date_of_agreement: 2024-10-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Converting Joint Health and Safety Committee (OCT) in Memphis, Tennessee from 10/08/2024 to 10/09/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
date_of_agreement: 2024-10-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for conference meals for attendance at the Converting Joint Health and Safety Committee (OCT) in Memphis, Tennessee from 10/08/2024 to 10/09/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Steward
date_of_agreement: 2024-10-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging for attendance at the Converting Joint Health and Safety Committee (OCT) in Memphis, Tennessee from 10/08/2024 to 10/09/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Bargaining Unit Employee
date_of_agreement: 2024-12-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Member
date_of_agreement: 2024-02-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Bargaining Unit Employee
date_of_agreement: 2024-07-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Steward
date_of_agreement: 2024-12-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-07-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Advocate
date_of_agreement: 2024-07-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for lodging, meals for attendance at the Mill Health and Safety Conference in Nashville, Tennessee from 07/22/2024 to 07/26/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice Chairman
date_of_agreement: 2024-12-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Renewal Bargaining Summit in Atlanta, Georgia from 12/04/2024 to 12/05/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-12-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for lodging for attendance at the Mill Joint Health and Safety Committee in Memphis, Tennessee from 12/17/2024 to 12/18/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
date_of_agreement: 2024-02-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for meals for attendance at the Converting Master Agreement Negotiations in Dallas, Texas from 02/18/2024 to 02/24/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Member
date_of_agreement: 2024-12-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, lodging for attendance at the Renewal Bargaining Summit in Atlanta, Georgia from 12/04/2024 to 12/05/2024.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for Gift Basket - Rides for Guides 01/01/2024 - 12/31/2024. Rides for Guides Fundraiser 01/01/2024 - 12/31/2024.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. We pay for half of dinner at one of their meetings 2. We are one of the sponsors for their golf tournament 3. We took trustee fishing.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, Local 979
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments 1 and 2 are fees for rental of training facilities and office space owned by USW Local 979. Payment 3 was to sponsor 4 employees of the Company to participate in a golf outing hosted by USW Local 979 (the payment covered the entry fee for each participant in the outing).


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2024-06-06
federal_work: No
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made pursuant to attached written agreement dated 06/06/2024 consultant prepared written materials and presentations, conducted meetings and spoke to management and employees (drivers and helpers) about their rights under the National Labor Relations Act


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Principal
date_of_agreement: 2024-12-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
S&S Activewear hired Mr. Mitchell at LR Consultants LLC via an oral agreement to conduct educational sessions for our employees. In return for a payment of $9,300 to LR Consultants, Mr. Mitchell conducted informational sessions for groups at the S&S Lockport, IL facility: (i) group sessions were comprised of supervisors to advise them of how to comply with the law when talking to employees about their rights under the NLRA, and (ii) voluntary group sessions with all employees regarding their rights under the NLRA. We paid LR Consultants on 1/1/25 but noted 12/31/2024 on 11.a. above because the system would not accept the form with the actual date.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
date_of_agreement: 2022-02-24
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On February 24, 2022 and March 28, 2022, we paid $1,000 and $100 respectively for the Scholarship Fundraising Dinner Dance with all proceeds going to the ACRE Scholarship Fund. Also on May 25, 2022 we paid for a golf tee sponsor and banner for a sponsorship in the golf tournament with all proceeds going to the Scholarship Fund for the Association of Commuter Rail Employees (ACRE).


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Director of Railroad Department
date_of_agreement: 2022-10-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All credit card payments were made in conjunction with the IBEW Railroad division meetings held in Myrtle Beach, SC in October 2022 at which Designated Counsel attended, met with and presented information to conference attendees. In 11.a. above item 1represents the "per firm" cost of the "handouts" given to all conference attendees.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Writers Guild of America is a union representing Writers in the motion picture and television industry. The Guild rents its theater to studios for promotional screenings. The Guild also helps to facilitate the delivery of promotional advertisements and digital and physical "screeners" of awards-eligible films to its members.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The International Cinematographers Guild is a union representing Camera Operators and Publicists in the motion picture and television industry. Promotional advertisements for films are placed in the Guild's trade magazine "IGC," and fees for the advertisements are paid to the Guild.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
date_of_agreement: 2023-05-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On May 1, 2023, we paid for a golf tee sponsor and banner for a sponsorship in the CT golf tournament with all proceeds going to the Scholarship Fund for the Association of Commuter Rail Employees (ACRE). On September 14, 2023, we paid for a golf tee sponsor and banner for a sponsorship in the NY golf tournament with all proceeds going to the Scholarship Fund for the Association of Commuter Rail Employees (ACRE).


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Director of Railroad Department
date_of_agreement: 2023-09-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All credit card payments were made in conjunction with the IBEW Railroad division meetings held at the Tradewinds Island Resort in St Pete Beach, FL in October 2023 at which Designated Counsel attended, met with and presented information to conference attendees. In 11.a. above item 1represents the "per firm" cost of the "handouts" given to all conference attendees.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Managing Partner
date_of_agreement: 2024-01-22
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
NLRA was hired to provide union election campaign management services to RCL Mechanical in conjunction with their union election case. NLRA utilized an onsite advocate to consult as well as offsite work as appropriate to support the client's goals. The goal was to persuade employees to vote No in an NLRB election.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment of $850 as a charitable donation to be a sponsor for organization's annual Charitable Golf Outing benefiting Guide Dogs of America.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: CTU Secretary
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In May 2024, VRIAC sponsored Golf Outing/Hole Sponsorship give aways. In September 2024, VRIAC sponsored a luncheon for the Cleaveland Teacher's Union at an industry Leadership Conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In May 2024, VRIAC participated in a charitable golf tournament through sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Charity Organizer
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In July 2024, VRIAC participated in a charitable golf tournament through sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Office Manager
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In March 2024, VRIAC participated in a golf tournament through sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Paralegal & Statewide Conf Coordinator
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In April 2024, VRIAC participated in Representative Assembly through a sponsorship. In July 2024, VRIAC sponsored NEA Rep Assembly through donation. In October 2024, VRIAC OEA - Retirees. VRIAC sponsored Retired Fall Conference by donation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Communications
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In June 2024, VRIAC participated in a golf tournament for the Portland Police Cover Foundation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Works on the ARMC Foundation
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. Arrowhead Regional Medical Center Gala County of San Bernardino - This is a County Hospital 501c(3), which is part of County of San Bernardino. In March 2024, VRIAC participated in golf outing/tournament. In Sept 2024, VRIAC participated in golf outing/tournament.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Manager
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In April 2024, VRIAC participated by sponsorship at an event for, CASBO - California Association School Business Officials.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Human Resources
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In August 2024, VRIAC participated in a Benefits Fair and had Voya branded items to give away to employees/members of City of Alhambra.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: employee health fair coordinator
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In July 2024, VRIAC participated in a Benefits Fair and had Voya branded items to give away to employees/members of City of Fontana.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Human Resources
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In August 2024, VRIAC was part of a benefits fair and provided Voya branded give aways for employees/members.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Human Resources
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In September 2024, VRIAC participated in a Benefits fair and provided Voya branded give aways


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Events Director
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In October 2024, VRIAC participated in a Twin Peaks Station Golf Tournament. In December 2024, VRIAC gave year end gifts to Districts 1-5, SEBA, HR Department, tax director, Sheriff, HR Director, Benefits Department, Teamsters and COA.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Events Director
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In September 2024, VRIAC participated/sponsorship for the 23rd Fore the Cops & Kids Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Pupil services and attendance
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In November 2024, VRIAC was part of an Early Childhood Education Presentation


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Staff Analyst
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In September 2024, VRIAC participated in an event through sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Ontario health fair coordinator
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In August 2024, VRIAC participated a benefits fair and gave away Voya Branded items to employees/members.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Ontario Professional Firefighters Foundation Board
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In February 2024, VRIAC participated as a sponsor for a golf tournament and gave away Voya branded item.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Human Resources
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various investment products intended for use with 403(b) tax deferred annuity and 457(b) deferred compensation programs. In July 2024, VRIAC participated Health Fairs and provided Voya branded items to the employees/members.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Board reception food and beverage 2. Ticket to Detroit Tigers baseball game 3. Four-day Board meeting food and beverage 4. 2024 Blue Care Network Board compensation 5. 2024 Blue Cross Blue Shield of Michigan Board compensation and insurance


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Board reception food and beverage 2. Board reception food and beverage 3. Board reception food and beverage 4. Four-day Board meeting food and beverage 5. 2024 Blue Cross Blue Shield of Michigan Board compensation and insurance


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Four-day Board meeting food and beverage 2. 2024 Blue Cross Blue Shield of Michigan Board compensation and insurance


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Board reception food and beverage 2. Board reception food and beverage 3. Four-day Board meeting food and beverage 4. 2024 Blue Cross Blue Shield of Michigan Board compensation and insurance


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-12-21
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to educate employees regarding the implications of union representation. The payments are for consulting services provided in connection with union organizing efforts, and travel expenses incurred by the consultants providing those services.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Financial Secretary-Treasurer
date_of_agreement: 2024-05-28
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Agreed to sponsor the annual Ernie Grecco charity golf tournament with a foursome on 5/28/24. Never received a confirmation of sponsorship with a foursome. On 7/22/24 we confirmed we would only sponsor and not have a foursome in the annual golf tournament.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Office Manager
date_of_agreement: 2024-04-11
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Agreed to an ad space for the inside cover of the graduation yearbook. Check automatically voided on 6/4/24 after 3 months because it was never cashed. Payment was reissued on 9/4/24 and cashed on 9/24/24.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Financial Secretary
date_of_agreement: 2024-09-18
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Agreed to sponsor UA Local 486 120th Gala. We intended and thought the payment was sent to pay for the sponsorship. No such payment was ever processed. Payment may be issued at a later date.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Labor Relations Director
date_of_agreement: 2024-01-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Travel expenses were reimbursed to US Bank (TEGNAs travel credit card company) for travel, lodging, meals and other related travel expenses incurred by TEGNA employee Carrie Bradley while traveling to Sacramento, California to provide information to employees about the election process, the advantages and disadvantages of collective bargaining, and to provide information to employees about the Company's opinion with respect to union representation of the proposed unit. Submission of this information regarding reimbursed travel expenditure to regular employees of TEGNA performing their regular and ordinary duties in providing information to fellow TEGNA employees in a non-coercive and non-threatening manner about the election process, the advantages and disadvantages of collective bargaining, and to provide information to employees about the Company's opinion with respect to union representation of the proposed unit is being done without prejudice to, or waiver of, TEGNAs position that such information is neither required by statute nor regulation. TEGNA is providing the above information, without prejudice or waiver of its previously expressed legal position that it is not required to do so, as a negotiated resolution of the current disagreements between OLMS and TEGNA regarding OLMS position that TEGNA is required to provide this information. This information is being provided solely to avoid the burden, inconvenience and expense of litigation. TEGNA does not admit that it is legally required to provide OLMS the requested information and materials.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Benefits Director
date_of_agreement: 2024-01-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Travel expenses were reimbursed to US Bank (TEGNAs travel credit card company) for travel, lodging, meals and other related travel expenses incurred by TEGNA employee Kristen Marks while traveling to Sacramento, California to provide information to employees about the election process, the advantages and disadvantages of collective bargaining, and to provide information to employees about the Company's opinion with respect to union representation of the proposed unit. Submission of this information regarding reimbursed travel expenditure to regular employees of TEGNA performing their regular and ordinary duties in providing information to fellow TEGNA employees in a non-coercive and non-threatening manner about the election process, the advantages and disadvantages of collective bargaining, and to provide information to employees about the Company's opinion with respect to union representation of the proposed unit is being done without prejudice to, or waiver of, TEGNAs position that such information is neither required by statute nor regulation. TEGNA is providing the above information, without prejudice or waiver of its previously expressed legal position that it is not required to do so, as a negotiated resolution of the current disagreements between OLMS and TEGNA regarding OLMS position that TEGNA is required to provide this information. This information is being provided solely to avoid the burden, inconvenience and expense of litigation. TEGNA does not admit that it is legally required to provide OLMS the requested information and materials.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Strategic HRBP
date_of_agreement: 2024-01-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Travel expenses were reimbursed to US Bank (TEGNAs travel credit card company) for travel, lodging, meals and other related travel expenses incurred by TEGNA employee Janice Bryant while traveling to Sacramento, California to provide information to employees about the election process, the advantages and disadvantages of collective bargaining, and to provide information to employees about the Company's opinion with respect to union representation of the proposed unit. Submission of this information regarding reimbursed travel expenditure to regular employees of TEGNA performing their regular and ordinary duties in providing information to fellow TEGNA employees in a non-coercive and non-threatening manner about the election process, the advantages and disadvantages of collective bargaining, and to provide information to employees about the Company's opinion with respect to union representation of the proposed unit is being done without prejudice to, or waiver of, TEGNAs position that such information is neither required by statute nor regulation. TEGNA is providing the above information, without prejudice or waiver of its previously expressed legal position that it is not required to do so, as a negotiated resolution of the current disagreements between OLMS and TEGNA regarding OLMS position that TEGNA is required to provide this information. This information is being provided solely to avoid the burden, inconvenience and expense of litigation. TEGNA does not admit that it is legally required to provide OLMS the requested information and materials.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-04
form_agreement: Oral
explanation:
Payment of $1,700 was made for corporate level sponsorship of the annual charity golf tournament. 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 payment was voluntary.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2020-04-03
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Pursuant to written agreement with union for office space and parking. The office space and parking were exclusively for union business. See 11(a)(1). 2) The de minimis threshold of $250 was exceeded for aggregate meal expenditures made for AFA officials during the course of negotiations throughout the year. See 11(a)(2).


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2022-02-16
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Pursuant to written agreement with union for office space, positive space airline travel and lodging, transportation, per diem and misc. expenses. The office space and travel were exclusively for union business. See 11(a)(1)-(2).


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2022-02-16
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Pursuant to written agreement with the union for office space. The office space was exclusively for union business. See 11(a)(1).


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.Chicago and Cook County Building and Construction Trades PAC golf outing sponsorship on 9/26/2024 2.Chicago and Cook County Building and Construction Trades PAC holiday open house sponsorship on 12/10/2024


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Investment Officer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Robert Ball attended a one-day Vanguard-sponsored educational symposium for institutional and prospective clients in New York, NY. Conference attendees received a Vanguard-branded tote bag.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Senior Investment Analyst
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Rongbiao Fu attended a one-day Vanguard-sponsored educational symposium for institutional and prospective clients in New York, NY. Conference attendees received a Vanguard-branded tote bag.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Human Resources Officer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Michael O'Neill attended a one-day Vanguard-sponsored educational symposium for institutional and prospective clients in New York, NY. Conference attendees received a Vanguard-branded tote bag.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Investments
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Antonio Rodriguez attended a one-day Vanguard-sponsored educational symposium for institutional and prospective clients in New York, NY. Conference attendees received a Vanguard-branded tote bag.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Counsel
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Carolyn Wallace attended a one-day Vanguard-sponsored educational symposium for institutional and prospective clients in Houston, TX. Conference attendees received a Vanguard-branded tote bag.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-09-19
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In connection with a union organizing effort at the Employer's Port Huron, Michigan facility, the Employer and Labor Consulting Group representative would be on-site at the Port Huron location and would meet with the Employer's employees in the proposed bargaining unit individually and in groups to provide facts and explain the Employer's position regarding union representation. Labor Consulting Group invoiced the Employer at an hourly rate for services and the Employer reimbursed for necessary expenses. Labor Consulting Group invoiced the Employer directly and payments were made directly to Labor Consulting Group.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-01-29
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Conference registration. Breakfast Sponsor. 2 guest passes Exhibitor table Meals and Recognition at the event.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Secretary to Dir. Ryan O'leary
date_of_agreement: 2024-01-25
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
- IBEW-NECA Annual (additional payment for 2023 conference. Asset Servicing never processed the payment for 2023 - IBEW-NECA Annual Conference 2025 - Conference requires to pay in advance -IBEW-NECA Annual Conference 2024 Registration


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President UFCW Local 655
date_of_agreement: 2024-11-04
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Par Sponsorship - includes 1 hole sponsorship and a team of 4 players Paid with 2024 budget but check was cut in 2025.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Office Manager
date_of_agreement: 2024-09-25
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hole sponsorship sign banner recognition at the event 1 ticket to game 1 ticket to nascar truck series race


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT, REGION 3
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/23/2024-06/26/2024 - 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: GENERAL COUNSEL
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/29/2024-05/31/2024 - PEARL INSURANCE 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
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Dinner Sponsorship - CBCTC 48th Annual Golf Outing - June 7th, 2024 - To be split evenly between Segal and Segal Marco Advisors.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ironworkers Local 396 Annual Golf Tournament on June 8, 2024 at Forest Park Golf Course, St. Louis, MO - Hole Sponsorship ($150) and golf participation at event - 3-man golf team (R. Gerasta, J. Ohm, B.Gitterman) ($330)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Event Sponsor for Iron Workers Local Union #396 Annual Buddy Bass Tournament held at Lake of the Ozarks on October 12, 2024


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Fox Valley Building Trades Annual Golf Outing on 9.11.2024 at Bliss Creek Golf Course, Sugar Grove, IL - Hole Sponsor


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Segal Logo Golf Balls - 60 dozen (Joint Council No. 73 Scholarship Fund 23rd Annual Golf Outing - May 28, 2024)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1/2 Page Ad in the 2024 Nassau County and Suffolk County Building and Construction Trades Council Official Trades Directory


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
SMART Local 73 Charities 5th Annual Charity Golf Outing at Glen Eagles Country Club in Lemont, IL - Tom Burek Memorial - Silver Sponsor ($1,500) and Foursome w/Dinner ($560)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
SMART Local 73 Annual P.A.C. Fundraiser on 11.17.2024 - Gold Sponsorship - Includes seating for 6, signage w/name recognition and $250. of raffle tickets.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Heat and Frost Insulators Local 33 Second Annual Matthew Accettullo Charity Golf Tournament on 7-9-24.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Teamsters Local 705 13th Annual Texas Hold Em Tournament on 3.16.2024 for benefit of The Stephen E. Pocztowski Memorial Scholarship Fund Bronze Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship for UFCW Local 1546 Charity Fund Golf Classic at Cog Hill Country Club, Lemont, IL - Premier Golf Package ($2,400) and Morning Break Sponsor ($750)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
3 tickets to attend the NYS Building and Construction Trades Council Legislative Breakfast on 4/23/24


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Silver Sponsorship of the New England States Pipe Trades Association 51st Annual Convention on 8/3/24


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Western States Council-HVAC Industry Golf Tournament to benefit "Western Cooling Efficiency Center at the University of California Davis". Email: INFO@wscsmw.org


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Teamsters Local 142 Stewards Council - 7th Annual Charity Car and Bike Show on 8.18.2024 - Gold Sponsorship - 501(c) 5 FEIN 35-2113717


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
two Platinum Pages for the Journal one specifically for Segal Consulting and one specifically for SMA. 2 at $600 -- $1,200.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
IUOE Local 30 Fall Golf Classic to benefit the Engineers Charitable Trust Fund, which provides scholarships to eligible dependents of Local 30 members and supports other charitable works.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Wisconsin Laborers Sponsoring Battle of Bago - on behalf of WI Laborers District Council NOPHI - Donation of 4 Gift Cards @$50.00 ea.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
LIUNA Wisconsin Charitable Foundation Golf Outing event, June 24, 2024 and NASCAR event, August 25, 2024.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
4 - $50.00 Gift Cards to recognize Wisconsin Laborers Fund Staff During Customer Service Week - October 14-18, 2024


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Laborers' Local 42 Veterans Committee Inaugural Top Golf Fundraiser Event on September 12, 2024 in Chesterfield, MO - Silver Star Sponsor (Beverage Sponsor) - Sponsorship includes 1 bay up to 6 players (TBD), signage in bay and on bars, digital recognition on monitors.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Iron Workers 392 Scholarship Fund Golf Tournament on 9.21.2024 - Event Sponsor ($250.00) and Golf Entry Fee for Jody Ohm ($100.00)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Segal Marco donation portion for Annual Joe Pretti Memorial Golf Tournament on 11.4.2024 at Sunset C.C., St. Louis MO - Platinum Co-Sponsor w/Segal (Total-$7,000.00 - $3,500 SMA, $3,500 Segal) includes Co. name on every golf cart, 1 premium hole sponsor, 1 hole sponsor and golf for 4 golfers (J. Marco, R. Gerasta, D. Greengard, TBD).


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Segal donation portion for Annual Joe Pretti Memorial Golf Tournament on 11.4.2024 at Sunset C.C., St. Louis MO - Platinum Co-Sponsor w/Segal Marco Advisors (Total-$7,000.00 - $3,500 SMA, $3,500 Segal) includes Co. name on every golf cart, 1 premium hole sponsor, 1 hole sponsor and golf for 4 golfers (J. Marco, R. Gerasta, D. Greengard, TBD).


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donation for UFCW 655's "Get Rollin for a Cure" Sickle Cell fundraiser in partnership with Faces of Our Children


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of 2 tees ($300/ea) at the IBEW Local 25 Annual Scholarship Golf Outing on September 27, 2024


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Laborers' Local Union 1290 Veterans Council - 3rd Annual Sporting Clay Shoot on 9.7.2024 - Lock and Load Sponsor


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
One driving range sponsorship ($1,200) and a single golf participant ($800) totaling $2,000 to support the Local 7 Scholarship Fund


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Iron Workers Local 10 - Annual Charity Golf Tournament on September 21, 2024 - Gold Sponsorship (Food and Beverage) - Name Recognition


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
4 - $50.00 Gift Cards as Door Prizes forBakers' Local 19 CER Fund 23rd Annual GolfScramble - September 10, 2024


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Teamster's Joint Council No. 25 Charitable Fund's 21st Annual All Charity Event on 9.5.2024 - Birdie Sponsor - Includes 1 foursome 4 hole signs on the Ravines course and prominent placement of Segal's name in the event program


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Massachusetts Building Trades 105th Annual Convention - Booth, Bronze-Breakfast Sponsorship ($2500) and 1 additional guest pass ($200)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
St. Paul Building and Construction Annual Golf TournamentJune 12, 2024 - Tony Hynes + 3 (Golf $125.00 x 4 = $500.00)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
6 Visa Gift Cards purchased at $50.00 each. For Laborers Union Local 268 Christmas Meeting Sponsorship 2024.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of Hospitality Room at the Florida Pipe Trades Council State Conference on 7/22 - 7/26/24 at the Hammock Beach Golf Beach Resort, Palm Coast, FL


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
S.M.A.R.T. Local Union 105 25th Annual Golf Tournament to benefit the "Autism Spectrum Athletics (ASA)"; event date 4/15/24.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Tee Sponsorship ($400) and Golf Registration Fee ($125) for Teamsters Local 769 Scholarship Fund Golf Tournament on November 16, 2024


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Iron Workers Local 103 - 2024 Golf Scramble on 9.14.2024 (Proceeds donated to Y&E) - Silver Sponsor - Includes foursome, one hole sign, drinks and meal


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
17th Annual MKLCF Charitable Golf Tournament at Drumm Farm Golf Club in Independence, MO on 9.27.2024 to benefit local and national charities - Hole Sponsor ($300.) and Team Fee ($675.)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donate 18 dozen golf balls to SMART Local 18's Milwaukee Area Golf Outing on July 13, 2024 at Kettle Moraine Golf Club in Dousman, WI


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Monetary Donation for SMART #18 Sheboygan Area Member Trap Shoot event on September 21, 2024 at Smerke's Conservation Club, Sheboygan, WI


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
SMART Local 18 Milwaukee (Waukesha) Area Christmas Meeting on December 11, 2024 - Purchased five $25. gift cards for gift card donation.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
SMART Local 18 Sheboygan Area Christmas Party - Purchased five $25. gift cards for gift card donation.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
SMART Local 18 Fox Valley Area Christmas Meeting on December 9 - Purchased ten $25. gift cards for door prize donation.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Jacob Karmel and Garrett Morrill donated 18 dozen Segal logo golf balls for the Laborers' Local 231 John M. Evans Scholarship Golf Tournament on September 11, 2024 at Lick Creek Golf Course, Pekin, IL


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
26th Annual Laborers' Local 231 John M. Evans Scholarship Fund Golf Outing at Lick Creek Golf Course, Pekin, IL on 9.11.2024 - Platinum Corporate Sponsor - Includes Platinum sponsor listing in booklet, 4-man team, tee sign, handouts, and dinner the day of the event.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 777 Bus. Mgr. Pete Alfieri Retirement Celebration - Full Page Ad ($1,500) and 3 tickets ($525) at Mohegan Sun Casino on May 31, 2024


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsor and participation at the 24th Annual Greater Kansas City Building and Construction Trades Council Charity Golf Tournament to benefit Truman Medical Centers' - Gold Sponsor - Includes golf for 4 golfers, breakfast, lunch and ad.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Greater Kansas City Building and Construction Trades Holiday Celebration on Dec. 6, 2024 - $150.00 Joe's Kansas City Bar-B-Que Gift Card Donation for Raffle Prize


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1 Hole Sponsor for the Annual Standing Tall Charitable Foundation Golf Outing on July 15, 2024 - co-hosted by Standing Tall Foundation and Teamsters Local 727


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donation for Plumbers, Pipefitters and MES Local Union No. 392's 2024 Annual Member Picnic on July 20, 2024 - Purchased 3-$100. Montgomery Inn Gift Cards


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Full-page Ad for 2024 IAM Commemorative Convention Book for Quadrennial Convention in September 2024 in New York City.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donated 8 dozen Segal logo TruFeel golf balls ($31.50/per dozen) for the 21st Annual William Browning Memorial Golf Outing on August 24, 2024


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Pipefitters' Local 597 Charities - 6th Annual Drive for Cancer Research Golf Event - Platinum Sponsor ($5,000.) and 4 Golf/Dinner Non-Member Fees ($200./pp)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Teamsters Joint Council 32 - Summer Quarterly Meeting 6/5-6/7, 2024Sponsorship - Bean Bag Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Half page commemorative book advertising sponsorship. Check was made payable to Union Histories LLC. 2. Golf Sponsorship, check was made payable to the union.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Full page commemorative book advertising sponsorship. Check was made payable to Diversified Marketing Strategies, Inc.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Investment Associate
date_of_agreement: 2024-04-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Griffin 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: Portfolio Manager
date_of_agreement: 2024-04-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Redmond attended Siguler Guff's Annual Conference virtually. The cost includes IT related costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Senior Investment Officer
date_of_agreement: 2024-04-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Fu attended Siguler Guff's Annual Conference virtually. The amount indicated above includes the costs related to IT.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Managing Member
date_of_agreement: 2024-04-01
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Provide education to voters on the impact of unionization. Provide coaching, training, and support to leadership as needed.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President / Business Manager / Financial Secretary
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 15 was afforded the use of a 193 Square foot office space inside the Quad Cities Generating Station valued at $2,123, telephone valued at $212 and two computers valued at $500 per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/ Business Manager / Financial Secretary
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 15 was afforded the of a 207 square foot office space inside the LaSalle County Nuclear Generating Station valued at $2,227 per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President /Business Manager / Financial Secretary
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 15 was afforded the use of a 115 square foot inside the Byron Nuclear Generating Station valued at $1265, 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: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 15 was afforded the use of a 96 square foot office space inside the Dresden Nuclear Generating Station valued at $1056, 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: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 15 was afforded the use of a 96 square foot office space inside the Braidwood Nuclear Generating Station valued at $1012 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: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 97 was afforded the use of a 112 square foot office space inside the James A. Fitzpatrick Nuclear Generation Station valued at $3,696 per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President /Business Manager /Financial Secretary
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 97 was afforded the use of a 112 square foot office space inside the Nine Mile Point Nuclear Generating Station valued at $3,696 per year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: none
date_of_agreement: 2024-05-22
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$700 - Dinner sponsor for annual golf outing. Check made payable to: "DuPage County Charity Foundation". $600 - Golf foursome for annual golf outing. Check made payable to: "DuPage County Charity Foundation".


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-18
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$300.00 - Tickets for four employees to play golf. $200.00 - Donated 2 $100.00 gift cards for Poker Run Event. These items were purchased by an employee who was reimbursed by the Firm on 05/07/24. $1,265.98 - Donated two television sets for golf outing raffle. These items were purchased by an employee who was reimbursed by the Firm on 06/20/24.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-07
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$150 - Ad for annual event. Check made payable to "Teamsters Jt Council 25 Women's Committee" $500 - tee sign at annual golf outing. $250 - ticket for employee to golf at event.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-22
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$300 for tee sponsor at golf outing. Check made payable to: "The R.E. Shepherd Scholarship Fund". $200 for employee golf/dinner ticket. Check made payable to: "The R.E. Shepherd Scholarship Fund".


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-05-22
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$250 Tee sign sponsor at golf outing. $400 4-Some for employees to golf. $180 Food and drinks at event. Employee paid by cash and was reimbursed on 09/19/24.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Dispatcher
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/03/2024 - Lunch meeting $27.21. Employee reimbursed on 3/12/24. 01/17/2024 - Lunch meeting $27.50. Employee reimbursed on 3/12/24. 01/22/2024 - Lunch meeting $23.12. Employee reimbursed on 3/12/24. 02/19/2024 - Lunch meeting $20.65. Employee reimbursed on 3/12/24. 03/20/2024 - Lunch meeting $20.79. Employee reimbursed on 4/17/24. 05/08/2024 - Lunch meeting $23.33. Employee reimbursed on 6/20/24. 08/21/2024 - Lunch meeting $25.36. Employee reimbursed on 9/19/24. 09/16/2024 - Lunch meeting $24.71. Employee reimbursed on 10/23/24. 10/09/2024 - Lunch meeting $27.21. Employee reimbursed on 11/12/24. 11/18/2024 - Lunch meeting $31.67. Employee reimbursed on 12/16/24.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-23
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$500.00 - Donation to annual event. Check made payable to: "The Stephen Pocztowski Memorial Scholarship Fund".


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ingalls Shipbuilding has provided use of one office space 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 $12,386.00.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
BCBSAZ is an employer that delivers healthcare solutions, including health insurance services, in Arizona. BCBSAZ made a $1,500 payment to the Professional Fire Fighters of Arizona (PFFA) as a Meals for Fire Fighters Sponsor at the 2024 PFFA convention in Tucson, Arizona, held May 29 -- June 1, 2024. Payment was made by check (posted 4/26/2024) to Professional Fire Fighters of Arizona, attention Roger Wright.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2024-03-08
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The teachers in our Early Learning School filed to organize. The HR professional came on-site and provided leadership training on the overview of the organization process, collective bargaining, and potential outcomes. Leadership was trained on how to legally communicate with front-line staff throughout the process in addition to best practices moving forward. The HR Professional spent time offering voluntary trainings to the front-line staff in the school as well as across the organization on the collective bargaining process, unions, and the JCC/non-profits. She was available to answer questions when they arose and offered "open-door" opportunities. She also provided resources to all staff.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-03-12
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
A verbal agreement was made for Action Resources to represent AMC Theatres in educating employees at the Universal Cinema AMC at CityWalk Hollywood about their rights to unionize and refrain from unionizing under the National Labor Relations Act. Daily consultations took place between March 12-15, 2024, and the consultant was compensated at a rate of $3,750 per day plus reasonable travel expenses. The agreement was not reduced to writing, was for no specific duration, and was terminable by either party at any time.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-03-15
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Quest Consulting Inc. (Quest) was engaged by Southwest Gas Corporation (Southwest Gas) to provide communications and host educational informative sessions with management and employees to answer questions on rights afforded by the National Labor Relations Act Section 7 and the union election process. Quest provided these services to Southwest Gas' Southern California and Northern Nevada divisions. Payments were made based on hourly rates and travel expense reimbursement.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: E&IAA
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
David R. Overstreet - Mr. David R. 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: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ms. Mable McIntosh participated in 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 Ms. McIntosh through her regular paycheck. Mrs. McIntosh was reimbursed directly for any regularly scheduled working time which she lost because she was engaged in PPRC activities. These activities benefited both the Company and USW Local 950.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Member
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ms. Trinity Steele participated in 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-Pacific's 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 Mrs. Steele through her regular paycheck. Ms. Steele was reimbursed directly for any regularly scheduled working time which she 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: Payment
counterparty_position: Business Agent
date_of_agreement: 2024-04-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 IBEW Local 7 Annual Golf Tournament held on April 27, 2024. The checks totalling $1,100 covered the cost of golf, lunch and dinner for four (4) individuals and a Gold 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: Director
date_of_agreement: 2024-06-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Charity Golf Tournament held on July 8, 2024. The check totaling $1,200 covered the cost of a Breakfast Sponsor. 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: Business Manager
date_of_agreement: 2024-07-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 annual Summer Family Outing held on August 17, 2024. The check totaling $300 covered the cost of a Gold Sponsor. 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.e.
activity_type: Both
counterparty_position: Chairman of the Board/CEO
date_of_agreement: 2024-10-25
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The company hired educators Cesar Lopez and Jose Agraz of the Burke Group to provide employees and supervisors with the information regarding the NLRA, the NLRB election process, collective bargaining, and any other information requested by employees.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Gold Sponsorship of Recovery Night Event which included sponsorship recognition, dinner and company logo on banner.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/22/2024 - 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. 06/26/2024 - Expenditure was payment to support cost of an annual charity raffle at convention 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. 07/26/2024 - Expenditure was payment 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 charitable organization. Reported as required per 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/15/2024 - Sponsorship of annual Commencement Ceremony and Retirees Christmas and Holiday luncheon; 12/07/2024 - Sponsorship of annual Commencement Ceremony and Retirees Christmas and Holiday luncheon


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager/Secretary-Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hosted WA & Northern Idaho District Council of Laborers Business Manager/Secretary-Treasurer at Mariners game.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See 9d
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/26/2024 - 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. 06/26/2024 - Expenditure was donation of property to support 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 golf outing attended by numerous persons. Reported as required by 8a. 10/29/2024 - Expenditure was payment 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: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of educational conference (American Alliance Conference) with union-related participants. Event date: August 16-21, 2024


activity_code: ITEM 8.d.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-01-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made in exchange for agreed upon services by the American Labor Group to educate employees about their rights under the National Labor Relations Act, as amended, in the context of a union organizing effort.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President - independent labor consutlant
date_of_agreement: 2023-12-14
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made based on agreement and services provided, and some expenses related to travel for consultants of American Labor Group Inc. American Labor Group was hired to conduct Union vulnerability assessment, counsel and educate management and hourly associates (if desired), conduct 1-1 meetings with hourly associates to discuss campaign issues, and train managers and provide updates


activity_code: ITEM 8.f.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-01-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments to the American Labor Group were to obtain services toward educating employees about their rights under the National Labor Relations Act, as amended, in the context of a union organizing effort.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Costume Designers Guild by HBO for CDG Awards advertising, email blasts, sponsorship and tickets, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Directors Guild of America by HBO for DGA Awards advertising, tickets, Golf Tournament tickets, and Tribute Journal, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Art Directors Guild by HBO for ADG awards sponsorship, entry fees, email blasts, and advertising, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Motion Pictures Editors Guild by HBO for MPEG E Blasts, Emmy event, and Emmy E Blasts, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Motion Picture Sound Editors Guild by HBO for E Blasts, Awards sponsorships, E-Newsletters, and Award Entry Fees, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Make-Up Artists & Hair Stylists Guild by HBO for E Blasts, E-Newsletters, Award Sponsorship, and Award Connection, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to SAG-AFTRA by HBO for Digital Screeners, Awards Show Tickets, Nomination Extras, Program 2-page spread, E Blasts, and Award Entry fees, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the WGA East by HBO for E Blasts, Ads/Table bundles, and Sponsorship, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the WGA West by HBO for E Blasts, FYC E Blasts, and VIP Preferred Package Sponsorship, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Production Sound and Video Guild by HBO for E Blasts, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Costume Designers Guild by Max for Platinum Sponsorship and Entry Fees, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the Art Directors Guild by Max for Award Show Sponsorship and Tickets, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This payment was made to the Motion Picture Sound Editors Guild by Max for Award Show Tickets, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This payment was made to the Make-Up Artists & Hair Stylists Guild by Max for Sponsorship, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to SAG by Max for Award Ceremony Tickets, 2-page Program spread, Award Entry Fees, and Nomination E Blasts, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the WGA East by Max for Ad/Table Bundle and Sponsorship, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
These payments were made to the WGA West by Max for VIP Preferred Package and E blasts, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Retirement Administrator
date_of_agreement: 2024-09-26
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Tickets for Sammy and his wife to attend the Charles Schwab Challenge in the Schwab Hospitality Suite with a Schwab financial consultant.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Member, Retirement Committee
date_of_agreement: 2024-05-07
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 virtually, 1 time per year in person offsite. The amounts and descriptions in section 11 above are related to the 2024 annual in-person offsite meeting held May 7-9, 2024.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
UFCW Local 152 held their 19th annual charity golf tournament on September 16, 2024 and Express Scripts sponsored the event in the amount of $2000.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
UFOA held their annual NYC Bravest Scholarship Fund charity golf outing on October 1, 2024 and Express Scripts sponsored the event in the amount of $3300.00.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) 10/24/24 - The DEA held their Annual Awards Dinner on September 27, 2024 and Express Scripts sponsored the event in the amount of $700.00. 2) 12/23/24 - Express Scripts sponsored the DEA Winter Convention in the amount of $2500.00.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
EASCHF held a charity golf outing on October 4, 2024 and Express Scripts sponsored the event in the amount of $3000.00.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Boy Scouts of America held a Labor industry luncheon and Express Scripts sponsored the event in the amount of $5000.00.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Express Scripts sponsored the Connor Strong and Buckelew League of Municipalities Reception in the amount of $1500.00.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Express Scripts sponsored the TRS annual Convention in the amount of $1500.00. 2) In partnership with United Health Care, Express Scripts agreed to sponsor and pay one third of the overall cost for the 2024 Teachers Retirement System of Texas retirement health fairs.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Express Scripts sponsored the Wisconsin Sheet Metal Workers golf and fishing outing in the amount of $623.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Benefits
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Express Scripts attended a meeting with various railroad union officials and hosted a business event that Mr. Cook attended. 2) Express Scripts attended a meeting with various railroad union officials and hosted a business event that Mr. Cook attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President TCU
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Express Scripts attended a meeting with various railroad union officials and hosted a business event that Mr. Maratea attended. 2) Express Scripts attended a meeting with various railroad union officials and hosted a golf outing that Mr. Maratea attended. 3) Express Scripts attended a meeting with various railroad union officials and hosted a business event that Mr. Maratea attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President- Local 132
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenditure for parking and meals. SoCal Gas provided parking reimbursement and meal payment for individual identified in item 9.b. to facilitate his/her attendance at various union/company meetings (e.g. collective bargaining agreement administration meetings, bargaining sessions, grievance hearings, etc.) The company's expenditures specifically benefited individual identified in 9.b.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Shop Steward- Local 132
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenditure for parking, mileage, and meals. SoCal Gas provided parking reimbursement and meal payment for individual identified in item 9.b. to facilitate his/her attendance at various union/company meetings (e.g. collective bargaining agreement administration meetings, bargaining sessions, grievance hearings, etc.) The company's expenditures specifically benefited individual identified in 9.b.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/24/2024: Payment for sponsorship of the 2024 Forth District Industry Night Reception. 08/05/2024: Payment for exhibitor registration for the 2024 Sixth District Progress Meeting.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment made to BMA Media Group for sponsorship of David R. Jones Retirement celebration and event ticket.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/27/2024: Payment for sponsorship of the annual Dollars Against Diabetes softball tournament. Proceeds to benefit Dollars Against Diabetes. 11/11/2024: Payment for sponsorship of the Chicago and Cook County Building and Construction Trades Council annual holiday open house.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for 2024 Chicago Police Sergeant's Association Golf Outing benefitting the Active Member C.P.S.A. Death Benefit Fund.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for registration and sponsorship for golf outing benefitting the DuPage County Building Trades Charity Foundation.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/15/2024: Payment for sponsorship of the Southeastern Wisconsin Building Trades Council annual ice fishing derby. 07/19/2024: Payment for sponsorship of the 2024 golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment to Diversified Marketing Strategies for sponsorship and tickets for Ironworkers 395 100th anniversary celebration.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment made to Image Pointe for sponsorship of the Teamsters Local Union 177 Shop Steward Education Seminar.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment made to NECA-IBEW National Labor Management Cooperation Committee Trust Fund for NECA/IBEW Industry Night sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for sponsorship of Local 636 scholarship golf outing to benefit the Detroit Pipefitters Benevolent Fund.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for sponsorship of the District Council 9 scholarship golf outing benefitting DC9 Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/26/2024 - Dinner Attendance and Advertisement Sponsorship to Support Aberdeen Solomon David Memorial Scholarship Fund 09/11/2024 - Attendance at Retirement Dinner


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor Consultant
date_of_agreement: 2024-07-29
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made subject to a verbal agreement to pay the consultant $250.00 per hour, plus travel and expenses, to educate employees at Safelites Nanticoke, PA facility regarding unionization and to persuade them not to join Teamsters Local 401. The Agreement could be terminated by either party at any time, and the partys relationship has now concluded.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative, District 4
date_of_agreement: 2024-12-06
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company participated in and contributed $600 at the District Lodge 4, IAMAW, AFL-CIO organized event at Spring Meadows Golf Club in Gray, Maine to benefit Guide Dogs of America/Tender Loving Canines.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2024-01-01
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company contributed $1000 in support of the Toys for Tots Local S6, IAMAW 2024 campaign. The Company paid for Local S6, IAMAW, AFL-CIO to have four (4) OSNA Circuits off-site at the Union hall at a cost of $9,626.88 per year. The Company donated sign materials and print shop labor for the Local S6, IAMAW, AFL-CIO Rosie the Riveter event posters totaling $250.00. The Company provided Local S6, IAMAW, AFL-CIO with the use of four hundred eighty (480) square feet of office space at the Structural Fabrication Facility in Brunswick, Maine. The office space has an estimated fair market value of $5,808.00 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. The Company provides the Bath Marine Draftsmen's Association, UAW, Local 3999 Cable Modem services at its Union Hall at a cost of $1,618.20 per year. 2. The Company provides the Bath Marine Draftsmen's Association, UAW, Local 3999 one (1) OSNA Circuit for use at its Union Hall at a cost of $2406.72 per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company paid for Local S7, IAMAW, AFL-CIO to have one (1) OSNA Circuits off-site at the Union hall at a cost of $2406.72 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company provided the Independent Guards Association with the use of three hundred (300) square feet of office space at the Main Yard facility in Bath, Maine. The office space has an estimated fair market value of $3,630.00 per year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/06/24 - Payment for gift. 04/10/24 - Payment for gift. 06/22/24 - Payment for gift. 06/23/24 - Payment for meals. 06/26/24 - Payment for meals. 11/01/24 - Payment for meals. 12/12/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/04/24 - Payment for meals. 02/05/24 - Payment for meals. 02/07/24 - Payment for meals. 02/08/24 - Payment for meals. 03/06/24 - Payment for gift. 04/19/24 - Payment for meals. 04/20/24 - Payment for meals. 06/24/24 - Payment for meals. 06/25/24 - Payment for meals. 09/19/24 - Payment for meals. 10/09/24 - Payment for meals. 11/01/24 - Payment for meals. 12/05/24 - Payment for meals. 12/12/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Internal Operations
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/15/24 - Payment for meals. 03/14/24 - Payment for meals. 05/13/24 - Payment for meals. 09/20/24 - Payment for meals. 10/07/24 - Payment for meals. 10/08/24 - Payment for meals. 12/05/24 - Payment for meals. 12/09/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/05/24 - Payment for meals. 03/06/24 - Payment for gift. 03/25/24 - Payment for meals. 03/26/24 - Payment for meal. 03/27/24 - Payment for meals. 03/28/24 - Payment for meals. 04/10/24 - Payment for gift. 04/19/24 - Payment for meals. 04/20/24 - Payment for meals. 04/21/24 - Payment for meals. 06/25/24 - Payment for meals. 09/19/24 - Payment for meals. 11/01/24 - Payment for meals. 12/05/24 - Payment for meals. 12/12/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director Member Benefits
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/25/24 - Payment for meals. 03/26/24 - Payment for meals. 03/27/24 - Payment for meals. 03/28/24 - Payment for meals. 04/02/24 - Payment for meals. 05/10/24 - Payment for gift. 10/06/24 - Payment for meals. 12/09/24 - Payment for gift. 12/14/24 - Payment for meals.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Insurance
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/13/24 - Payment for meals. 06/24/24 - Payment for meals. 10/06/24 - Payment for meals. 12/05/24 - Payment for meals 12/09/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President Region 5
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/21/24 - Payment for meals. 03/25/24 - Payment for meals. 03/26/24 - Payment for meals. 03/27/24 - Payment for meals. 03/28/24 - Payment for meals. 04/10/24 - Payment for gift. 06/25/24 - Payment for meals. 09/19/24 - Payment for meals. 09/24/24 - Payment for gift. 10/09/24 - Payment for meals. 12/12/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President Region 2
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/10/24 - Payment for gift. 06/25/24 - Payment for meals. 10/09/24 - Payment for meals. 12/12/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Vice President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/06/24 - Payment for gift. 03/27/24 - Payment for meals. 03/22/24 - Payment for gift. 06/24/24 - Payment for meals. 06/25/24 - Payment for meals. 10/09/24 - Payment for meals. 12/12/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Counsel
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/10/24 - Payment for meals. 09/19/24 - Payment for meals. 10/07/24 - Payment for meals. 10/08/24 - Payment for meals. 11/08/24 - Payment for meals. 12/05/24 - Payment for meals. 12/09/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President Region 6
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/24/24 - Payment for meals. 06/25/24 - Payment for meals. 10/09/24 - Payment for meals. 12/12/24 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: UAW Bargaining Committee
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All of the union representatives in our organization are either elected or appointed and are full-time employees of AM General. The company furnishes cell phones and services for the period the Union representatives are in office for ease of communication between employees and management.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: VP of 1199 SEIU UHWE
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
JAMES SCORDATO 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 AND FOR ATTENDING THE IFEBP CONFERENCE. SUPPORTING DOCUMENTATION WAS PROVIDED PRIOR TO PAYMENT OF SUCH REIMBURSEMENTS.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-01-25
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Labor consultant retained to assist with employee education during National Labor Relations election


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-12-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Screening letters and invitations - Warner Bros. paid service fees at fair market value to the WGA to electronically 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. 76th 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: 2024-12-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
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: 2024-12-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Art Directors Guild ("ADG") is Local 800 of IATSE. Submission fees for the 28th Annual ADG Awards - It is customary in the TV and film industry for industry producers to pay submission fees at fair market value to nominate art directors who worked on their productions to further promote their TV and film productions. Warner Bros. paid such submission fees to recognize the contributions of the art directors 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 more revenue.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Company office space, cell phone and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2024, the actual term of the office space, phone and equipment usage was at times throughout the entire year. The expenses in 11.c.(3) and (4) were reimbursements for expenses associated with contract negotiations between the Company and Union.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Company office space, cell phone and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2024, the actual term of the office space, phone and equipment usage was at times throughout the entire year. The expenses in 11.c.(3) were for an offsite outing with Union stewards at On Par Entertainment Food & Beverages.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President UWUA Local 423
date_of_agreement: 2024-09-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
New Jersey American Water Company sent Mike to the AW Tool Advisory Committee Conference 9/15/24-9/19/24. He charged flights, transportation, luggage fees, meals, National Safety Council registration and travel, Federal Mediation meals and labor management meals to a company credit card.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union steward
date_of_agreement: 2024-09-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
American Water sent Mike Watts, steward for WW Local 99, to the 2024 NSC Safety Congress & Expo held in Orlando 9/16-9/18/2024. The company covered Mike's travel, food, transportation, lodging expenses and registration fee to attend the conference.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-06-13
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
First payment was a retainer fee paid upon execution of our agreement to have Labor Consulting Group LLC perform labor relation services. The remaining payments issued were for weekly work performed by the Labor Consulting Group, which included management/supervisory training on union organizing, conducting employee surveys, and having employee discussions to understand employee pain points with their jobs and with our organization. We were billed at their hourly rate per consultant plus approved travel expenses. We agreed to pay all outstanding fees and costs within seven (7) days after receipt of invoice.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company occasionally provided 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 11.c. 1-2 Company office space and equipment was provided for use to the Union identified in 9.d. While the date referenced above is 01/01/2024, the actual term of the office space and equipment usage was at times throughout the entire year. The company also paid for social outings in conjunction with union officials as item 11.c. 3 refers to expenses for food, beverages, and donation for union charity golf event.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 11.c. 1 Company office space was provided for use to the Union identified in 9.d. While the date referenced above is 01/01/2024, the actual term of the office space usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company occasionally provided 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 11.c. 1 Company office space was provided for use to the Union identified in 9.d. While the date referenced above is 01/01/2024, the actual term of the office space usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company occasionally provided 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 11.c. 1-2 Company office space and equipment was provided for use to the Union identified in 9.d. While the date referenced above is 01/01/2024, the actual term of the office space and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2024-11-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of registration incurred by MPI Pension Plan Director in connection with virtual attendance at the International Foundation of Employee Benefit Plan's Annual Conference in San Diego, California on 11/10/24 to 11/13/24.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2024-11-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of cancellation of registration incurred by MPI Pension Plan Director in connection with missing attendance at the International Foundation of Employee Benefit Plan's Annual Conference in San Diego, California on 11/10/24 to 11/13/24.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2024-11-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of registration and related travel expenses incurred by MPI Pension Plan Director in connection with attendance at the International Foundation of Employee Benefit Plan's Annual Conference in San Diego, California on 11/10/24 to 11/13/24.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2024-11-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of registration and related travel expenses incurred by MPI Health Plan Director in connection with attendance at the International Foundation of Employee Benefit Plan's Annual Conference in San Diego, California on 11/10/24 to 11/13/24.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2024-11-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of cancellation of the registration incurred by MPI Health Plan Director in connection with missing attendance at the International Foundation of Employee Benefit Plan's Annual Conference in San Diego, California on 11/10/24 to 11/13/24.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2024-11-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of cancellation of registration incurred by MPI Health Plan Director in connection with missing attendance at the International Foundation of Employee Benefit Plan's Annual Conference in San Diego, California on 11/10/24 to 11/13/24.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2024-11-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of registration incurred by MPI Health Plan Director in connection with virtual attendance at the International Foundation of Employee Benefit Plan's Annual Conference in San Diego, California on 11/10/24 to 11/13/24.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2: Proportional expenditure for business meal at Hereford House luncheon 11.a.3: Proportional expenditure for tickets, meals, and entertainment in suite at KC Chiefs v. Chargers


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1:Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2:Proportional expenditure for business meal at Tucker's Shuckers


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for food and beverage and KC Chiefs watch party in San Diego 11.a.2: Proportional expenditure for tickets food and beverage at Royals Dugout suite


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary-Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2: Proportional expenditure for Roofers Luncheon


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2: Proportional expenditure for business meal at Tucker's Shuckers 11.a.3: Proportional expenditure for tickets, meals, and entertainment in suite at KC Chiefs v. Chargers 11.a.4: Proportional expenditure for Roofers Luncheon


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for tickets, meals, and entertainment in suite at KC Chiefs v. Chargers


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2: Proportional expenditure for Jack Stack luncheon 11.a.3: Proportional expenditure for PBR event dinner


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2: Proportional expenditure for business meal at Tucker's Shuckers


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for business meal at Tucker's Shuckers 11.a.2: Proportional expenditure for tickets, meals, and entertainment in suite at KC Chiefs v. Chargers


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2: Proportional expenditure for food and beverage and KC Chiefs watch party in San Diego 11.a.3: Proportional expenditure for tickets, meals, and entertainment in suite at KC Chiefs v. Chargers


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for food and beverage and KC Chiefs watch party in San Diego 11.a.2: Proportional expenditure for tickets, meals, and entertainment in suite at KC Chiefs v. Chargers


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2: Proportional expenditure for tickets food and beverage at Royals Dugout suite


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for tickets, meals, and entertainment in suite at KC Royals v. Blue Jays 11.a.2: Proportional expenditure for food and beverage and KC Chiefs watch party in San Diego 11.a.3: Proportional expenditure for food and beverage at Jasper's Luncheon


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11.a.1: Proportional expenditure for fees, gifts and meals at Blue KC Labor Golf Tournament 11.a.2: Proportional expenditure for business meal at Tucker's Shuckers 11.a.3: Proportional expenditure for tickets, meals, and entertainment in suite at KC Chiefs v. Chargers 11.a.4: Years worth of cash compensation as a Director on Blue KC's Board of Directors 11.a.5: Years worth of deferred compensation to a non-qualified deferred compensation plan


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Organization is North Central States Regional Council of Carpenters & Twin City Carpenters. A donation to their scholarship fund, North Central States Regional Council of Carpenters Scholarship Foundation


activity_code: ITEM 8.f.
activity_type: Both
counterparty_position: Labor Consultant
date_of_agreement: 2024-03-21
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
MSC Labor Relations totaling $71,506.86 for consulting services: Check 7002 $16,127.80 Check 7046 $16,146.03 Check 7106 $16,195.37 Check 7149 $16,246.84 Check 7200 $6,790.82


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/18/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 07/31/2024 Highmark hosted dinner and drinks; 1700 Degree Steakhouse/Ad Lib Craft Kitchen & Bar; 1 North 2nd st Harrisburg PA 17101 3.) 08/28/2024 Individual attended a Pirates game (Ticket & Food); PNC Park; 115 Federal St Pittsburg PA 15212 4.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representive
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 04/27/2024 Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 3.) 10/09/2024 Individual attended a Penguins game (ticket, food, and beverages); PPG Paints Arena; 1001 5th Ave Pittsburg PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 11/23/2024 Individual attended a Penguins game; PPG Paints Arena; 1001 5th Ave Pittsburg PA 15219 2.) 12/11/2024 Individual attached a Pittsburgh Basketball game, (ticket, food, and beverages); Petersen Events Center; 3719 Terrace St Pittsburgh PA 15261


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 11/23/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Assistant to the President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/17/2024 Highmark Hosted Dinner and Drinks; Diplomat Beach Resort, 3555 South Ocean Drive Hollywood FL 33030 2.) 01/19/2024 Highmark Hosted CRLO Golf Outing; Jacaronda Golf Club; 9200 West Broward Blvd Plantation FL 33324 3.) 02/16/2024 Highmark Hosted Dinner and Drinks; Smart Meeting; Riutal House; 524 William Penn Pl Pittsburgh PA 15219 4.) 02/16/2024 Highmark Supplied Lodging for Smart Meeting; Wyndham Grand; 600 Commonweatlh Place Pittsburgh PA 15222 5.) 02/16/2024 Individual attended Drake & Cole Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 6.) 05/12/2024 Highmark Hosted Dinner & Drinks: Blue Habanero - Street Tacos & Tequila; 6416 Detriot Ave, Cleveland OH 44102 7.) 05/13/2024 Highmark Hosted Breakfast & Lunch with Drinks: Aaron and Moses: 2615 Glenwood Dr Twinsburg, OH 44087 8.) 05/13/2024 Highmark Hosted Golf: Gleneagles Golf Club; 2615 Glenwood Dr Twinsburg OH 44087 9.) 05/13/2024 Highmark Hosted Dinner & Dinners: Thyme Table: 583 Dover Center Rd, Bay Village OH 44140 10.) 07/09/2024 Highmark hosted dinner and drinks; Farhenheit; 55 Public Square STE 150 Cleveland OH 44113 11.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 12.) 11/06/2024 Highmark Hosted Dinner and Drinks; Mastro's Steakhouse DC; 600 13th st NW Washington DC 20005


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 06/06/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 2.) 09/24/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 3.) 11/08/2024 Individual attended Concert (Iron Maiden) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 04/24/2024 Individual attended Concert (Tim McGraw) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 2.) 09/19/2024 Individual attended a play (ticket, food, and beverages); Benedum Center for the Performing Arts; 237 7th St Pittsburgh PA 15222 3.) 12/11/2024 Individual attended Concert (Mariah Carey's Christmas Time) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 06/11/2024 Highmark hosted dinner and drinks; Smoked Bar & Grill; 1201 w Chocolate Ave Hummelstown PA 17036 2.) 06/22/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 3.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Benefits
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Highmark Hosted Dinner and Drinks at Sardellis Italian Steakhouse; 331 Van Buren St Hollywood FL 33019 2.) 01/17/2024 Highmark Hosted Dinner and Drinks; Diplomat Beach Resort, 3555 South Ocean Drive Hollywood FL 33030 3.) 01/18/2024 Highmark Hosted Dinner and Drinks; Timo Restaurant; 17624 Collins Ave Sunny Isles Beach FL 33160 4.) 05/13/2024 Highmark Hosted Dinner & Dinners: Thyme Table: 583 Dover Center Rd, Bay Village OH 44140 5.) 07/09/2024 Highmark hosted dinner and drinks; Farhenheit; 55 Public Square STE 150 Cleveland OH 44113 6.) 11/06/2021 Highmark Hosted Dinner and Drinks, Mastro's Steakhouse DC; 600 13th st NW Washington DC 20005


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 02/22/2024 Highmark Hosted Golf at Shooters Golf; 50 Pine Creek Rd Wexford PA 15090 3.) 06/11/2024 Highmark hosted dinner and drinks; Smoked Bar & Grill; 1201 w Chocolate Ave Hummelstown PA 17036 4.) 07/11/2024 Highmark hosted dinner and drinks; Meat & Potatoes; 649 Penn Ave Pittsburgh PA 15222 5.) 08/20/2024 Highmark hosted Golf; Glengarry Golf Links; 168 Lentz Rd Latrobe, PA 15650 6.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift & prize); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 7.) 10/09/2024 Individual attended a Penguins game; PPG Paints Arena; 1001 5th Ave Pittsburg PA 15219 8.) 10/10/2024 Highmark hosted Highland Sporting Clay Shoot; Seven Springs Mountain Report; 199 Teal Dr Rockwood PA 15557 9.) 10/29/2024 Individual attended a Penguins game; PPG Paints Arena; 1001 5th Ave Pittsburg PA 15219 10.) 11/24/2024 Individual attended Concert (Pentatonix: Hallelujah!) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 03/05/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 3.) 12/11/2024 Individual attended Concert (Mariah Carey's Christmas Time) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 152201


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/22/2024 Highmark Hosted Golf at Shooters Golf; 50 Pine Creek Rd Wexford PA 15090 2.) 06/11/2024 Highmark hosted dinner and drinks; Smoked Bar & Grill; 1201 w Chocolate Ave Hummelstown PA 17036 3.) 06/22/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 4.) 08/20/2024 Highmark hosted Golf; Glengarry Golf Links; 168 Lentz Rd Latrobe, PA 15650 5.) 09/03/2021 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Vice President / Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 02/14/2024 Highmark Hosted Lunch at McCornick and Schnicks; 301 5th Ave Pittsburgh PA 15222 3.) 02/29/2024 Individual attended Disney on Ice (Ticket): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 4.) 03/06/2024 Highmark hosted Dinner and Drinks; Double Tree - Hollywood Beach; 4000 S Ocean Dr Hollywood FL 33019 5.) 03/09/2024 Highmark hosted Dinner and Drinks; Le Tub Hollywood; 1100 North Ocean Dr Hollywood FL 33019 6.) 03/21/2024 Individual attended NCAA Basketball Game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 7.) 03/25/2021 Individual attended Concert (Avenged Sevenfold) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 8.) 04/23/2024 Highmark Hosted Dinner; Filomena Ristorante: 1063 Wisconsin Ave N.W Washington DC 20007 9.) 05/11/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 10.) 05/23/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Vice President / Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Continuation of William Greer Activity from Previous Page 01.) 05/26/2024 Individual attended a Soccer Game (Ticket, Food & Beverages); Acrisure Staduim; 100 Art Rooney Ave Pittsburg PA 15212 2.) 06/09/2024 Highmark hosted food with Bite Cards: Kennywood; 4800 Kennywood Blvd West Mifflin PA 15122 3.) 06/10/2024 Highmark hosted Final Foursomes Golf: Pittsburgh Field Club: 121 Field Club Rd, Pittsburgh PA 15238 4.) 06/23/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 5.) 07/11/2024 Individual attended Concert (Train) (ticket, food, and beverages): Stage AE; 400 N Shore Dr Pittsburgh PA 15212 6.) 08/05/2024 Individual attended Concert (Chevelle) (ticket, food, and beverages): Stage AE; 400 N Shore Dr Pittsburgh PA 15212 7.) 08/14/2024 Individual attended Concert (Sublime with Rome) (ticket, food, and beverages): Stage AE; 400 N Shore Dr Pittsburgh PA 15212 8.) 08/18/2024 Individual attended Concert (Bruce Springteen) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 9.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 10.) 10/24/2024 Individual attended football game (ticket, food, and beverages): Acrisure Staduim; 100 Art Rooney Ave Pittsburg PA 15212 11.) 10/25/2024 Individual attended Ice Show (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 12.) 10/29/2024 Highmark hosted dinner and drinks; PPG Arena; 1001 5th Ave Pittsburgh PA 15219 13.) 11/24/2024 Individual attended Concert (Pentatonix: Hallelujah!) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/18/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 03/17/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 3.) 04/27/2024 Individual attended Concert (Tim McGraw) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 4.) 05/10/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 5.) 07/31/2024 Highmark hosted dinner and drinks; 1700 Degree Steakhouse/Ad Lib Craft Kitchen & Bar; 1 North 2nd St Harrisburg PA 17101 6.) 08/01/2024 Highmark hosted dinner and drinks; Eddies Merlots; 444 Liberty Ave Ste 100 Pittsburgh PA 16222 7.) 08/18/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Local Union Services
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift & prize); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 2.) 12/25/2024 Individual attended a Steelers Game (Ticket, Food & Beverages); Acrisure Staduim; 100 Art Rooney Ave Pittsburg PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 10/10/2024 Highmark hosted Highland Sporting Clay Shoot; Seven Springs Mountain Report; 199 Teal Dr Rockwood PA 15557


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 10/10/2024 Highmark hosted Highland Sporting Clay Shoot; Seven Springs Mountain Report; 199 Teal Dr Rockwood PA 15557 2.) 11/17/2024 Individual attended a Steelers Game (Ticket, Food & Beverages); Acrisure Stadium; 100 Art Rooney Ave Pittsburg PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Recording Secretary
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 10/10/2024 Highmark hosted Highland Sporting Clay Shoot; Seven Springs Mountain Report; 199 Teal Dr Rockwood PA 15557 2.) 11/02/2024 Highmark hosted dinner and drinks for Penguins Vs Canadiens; PPG Arena; 1001 5th Ave Pittsburgh PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 03/09/2024 Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 2.) 03/21/2024 Individual attended NCAA Basketball Game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 3.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift & prize); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 09/06/2024 ndividual attended a Pirates game (Ticket, Food & Beverages); PPG Paints Arena; PNC Park; 115 Federal St Pittsburg PA 15212 2.) 11/02/2024 Individual attended a Penguins game (Ticket, food and Beverage); PPG Paints Arena; 1001 5th Ave Pittsburg PA 15219 3.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/05/2024 Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 1.) 04/05/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 3.) 05/05/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 4.) 06/22/2024 Individual attended a Pirates game at 4:05 pm (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 5.) 06/22/2024 Individual attended Comedy Festival at 7:00 pm (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 6.) 08/18/2024 Individual attended Concert (Bruce Springsteen) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 7.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift & prize); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 8.) 10/08/2024 Individual attended Concert (Stevie Wonder) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 9.) 10/13/2024 Individual attended Concert (Billie Eilish) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/17/2024 Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 2.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/27/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 12/25/2024 Individual attended a Steelers Game (Ticket, Food & Beverages); Acrisure Stadium; 100 Art Rooney Ave Pittsburg PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/18/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 08/18/2024 Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 3.) 09/19/2024 Individual attended a play (ticket, food, and beverages); Benedum Center for the Performing Arts; 237 7th St Pittsburgh PA 15222 4.) 09/19/2024 Highmark hosted dinner and drinks; Eddie Merlot's; 444 Liberty Ave Ste 100 Pittsburgh PA 15222 5.) 10/12/2024 Individual attended a Football Game (Ticket, Food & Beverages); Acrisure Stadium; 100 Art Rooney Ave Pittsburg PA 15212 6.) 10/24/2024 Individual attended a Football Game (Ticket, Food & Beverages); Acrisure Stadium; 100 Art Rooney Ave Pittsburg PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Treasurer / Dispatcher
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 09/03/2024: Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President / Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 04/23/2024 Highmark Hosted Dinner; Filomena Ristorante: 1063 Wisconsin Ave N.W Washington DC 20007 2.) 05/08/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 3.) 10/10/2024 Highmark hosted Highland Sporting Clay Shoot; Seven Springs Mounation Report; 199 Teal Dr Rockwood PA 15557


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/17/2024 Highmark Hosted Dinner and Drinks; Diplomat Beach Resort, 3555 South Ocean Drive Hollywood FL 33030 2.) 01/19/2024 Highmark Hosted CRLO Golf Outing; Jacaronda Golf Club; 9200 West Broward Blvd Plantation FL 33324 3.) 10/06/2024Individual attended a Steelers Game (Ticket, Food & Beverages); Acrisure Staduim; 100 Art Rooney Ave Pittsburg PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 04/06/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PPG Paints Arena; PNC Park; 115 Federal St Pittsburg PA 15212 2.) 07/31/2024 Highmark hosted dinner and drinks; 1700 Degree Steakhouse/Ad Lib Craft Kitchen & Bar 3.) 10/05/2024 Individual attended Concert (Jelly Roll) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 1522


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Controller
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 09/03/2024: Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/22/2024 Highmark Hosted Golf at Shooters Golf; 50 Pine Creek Rd Wexford PA 15090 2.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 3.) 08/20/2024 Highmark hosted Golf; Glengarry Golf Links; 168 Lentz Rd Latrobe, PA 15650 4.) 10/10/2024 Highmark hosted Highland Sporting Clay Shoot; Seven Springs Mountain Report; 199 Teal Dr Rockwood PA 15557


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Vice President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 08/01/2024 Highmark hosted dinner and drinks; Eddies Merlots; 444 Liberty Ave Ste 100 Pittsburgh PA 16222 2.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift & prize); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 3.) 11/17/2024 Individual attended a Football Game (Ticket, Food & Beverages); Highmark Stadium; 510 W Station Square Dr Pittsburgh PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 3.) 10/10/2024 Highmark hosted Highland Sporting Clay Shoot; Seven Springs Mounation Report; 199 Teal Dr Rockwood PA 15557 4.) 11/02/2024 Individual attended a Penguins game; (Ticket Food Beverage) PPG Paints Arena; 1001 5th Ave Pittsburg PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 04/25/2024 Highmark Hosted Dinner and Drinks; Anthony's: 865 W Springfield Rd Springfield PA 19064 2.) 06/25/2024 Highmark hosted dinner and drinks; Flemmings Prime Steakshouse & Wine Bar; 555 E Lancaster Ave Ste 10 Radnor PA 19087 3.) 10/05/2024 Individual attended a Football Game (Ticket, Food & Beverages); Beaver Stadium; 1 Beaver Staduim University Park PA 16802


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 05/08/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 3.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage & Gift); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/05/2024 Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 2.) 03/06/2024 Highmark hosted Dinner and Drinks; Double Tree - Hollywood Beach; 4000 S Ocean Dr Hollywood FL 33019


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 01/15/2024 Individual attended Penguins game (Ticket, Food & Beverages): PPG Paints Arena; 1001 5th Ave Pittsburgh PA 15219 2.) 05/08/2024 Individual attended a Pirates game (Ticket, Food & Beverages); PNC Park; 115 Federal St Pittsburg PA 15212 3.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift & prize); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President / Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 02/14/2024 Highmark Hosted Lunch at McCornick and Schnicks; 301 5th Ave Pittsburgh PA 15222 2.) 04/23/2024 Highmark Hosted Dinner; Filomena Ristorante: 1063 Wisconsin Ave N.W Washington DC 20007 3.) 05/13/2024 Highmark hosted Dinner & Drinks; Hershey Lodge The Bears Den: 325 University Dr Hershey PA 17033 4.) 05/18/2024 Individual attended Concert (Greta Van Fleet) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220 5.) 06/10/2024 Highmark hosted Final Foursomes Golf: Pittsburgh Field Club: 121 Field Club Rd, Pittsburgh PA 15238 6.) 06/28/2024 Highmark hosted golf with food and drinks; Cranberry Highlands Golf Course; 5601 Freshcorn Rd, Cranberry Township, PA 16066 7.) 09/03/2024 Highmark hosted Golf outing (Green fees, food/beverage, gift & prize); The Club at Nevillewood; 1000 Nevillewood Dr Presto PA 15142 8.) 10/29/2024 Highmark hosted dinner and drinks for Penguins Vs Wild; PPG Arena; 1001 5th Ave Pittsburgh PA 15219 9.) 11/15/2024 Individual attended Concert (Dave Matthews Band) (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15220


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 06/19/2024 Sponsorship of the 40th Annual Golf Outing and 3rd Annual Sporting Clays held June 8th, 2024, Check number 0030790924


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 07/17/2024 Foursome and Tee sign totaling $1,100.00 of the United Steelworkers Golf Outing Held July 19th, 2024, Check 0030791242


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2016-02-01
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Line 1 - Travel for General Counsel pursuant to Collective Bargaining Agreement Section 28, paragraph G1: The Union shall be provided up to two (2) Company business passes per month for staff representatives for the purpose of official business related to the administration of this Agreement. Line 2 - Company provided laptops for union business pursuant to Collective Bargaining Agreement Section 8 paragraph A12: The Company shall provide access to a computer no older than 2 years old or an equivalent server based application that the Scheduling Committee can remote log into (i.e., VPN server behind AAG firewall). Company shall ensure the Union has adequate access to the system. Line 3 - No formal agreement but past practice has been to provide company laptops for eCrew testing, PBS, and training purposes.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Past practice has been to provide company laptops to AFA scheduling representatives for union related business including eCrew testing and PBS.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2023-09-29
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All office space and Board of Director expenditures provided to facilitate conducting union business. Charitable and safety related donations provided for philanthropic reasons.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All office space, parking, travel, and Board of Director expenditures provided to facilitate conducting union business.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2024-08-04
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Consultant engaged to explain employee, employer, and union rights and responsibilities under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/05/2024 - McMorgan's donation to the organization helped defray the costs of the organization's Holiday Open House held on December 10, 2024. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/20/2024 - McMorgan paid for signage at the organization's 31st Annual Harry Hettenback Memorial Golf Tournament held on June 9, 2024. No McMorgan employees attended the event. Payment was made by check


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/08/2024 - McMorgan sponsored the organization's 23rd Annual Golf Classic held on June 28, 2024. Hole Sponsorship included signage on the course. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
7/3/2024 - McMorgan was a "Plumeria" sponsor of the organization's 80th Annual Meeting held between July 23 - 26, 2024. Sponsorship included recognition on digital mobile event application and conference program and various IBEW Local 1260 merchandise. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/07/2024 - McMorgan was a tee box sponsor at the organization's golf tournament held on March 23, 2024. Sponsorship included name and logo on tee box. No McMorgan employees attended the event. Payment was made by check. 09/25/2024 - McMorgan made a donation to the organization's Annual Picnic held on September 21, 2024. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/23/2024 - McMorgan was a "Golf Cart Sponsor" level sponsor for the organization's golf tournament held on August 3, 2024. Sponsorship included recognition in the event program, recognition on the golf course and awards ceremony. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/22/2024 - McMorgan was a "Friend of Labor" level sponsor for the organization's Labor Day Celebration held on September 2, 2024. Sponsorship included 1/4 page ad and logo on all promotion material. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/08/2024 - McMorgan was a "Bronze" level sponsor of the organization's annual charity golf tournament held on August 10, 2024. Sponsorship included one golf entry and recognition at the event. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/20/2024 - McMorgan made a donation to the organization's golf tournament held on April 26, 2024. Sponsorship included two golf entries and a golf cart. One McMorgan employee attended the event. Payment was made by check. 10/31/2024 - McMorgan made a donation to the organization's annual holiday party held on November 24, 2024. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/28/2024 - McMorgan was a "State" level sponsor for the organization's 2024 NABTU Conference held between April 21 - 24, 2024. Sponsorship included McMorgan's name and log to be displayed in conference space and on NABTU's website. Four McMorgan employees attended the conference. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/18/2024 - McMorgan attended the organization's 79th Convention held between September 17 - 19, 2024. Two McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Payment for participation in the NJ State Building & Construction Trades Council's Annual Convention. 2. New Jersey State Building and Construction Trades Council Website Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Gold Sponsorship for the 49th Annual Cleveland Building & Construction Trades Council Golf Outing and Sponsorship Dinner


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Golf Outing Sponsorship (Hole Sponsor & Foursome) in the form of a donation to the Chicago Roofers & Waterproofers Charitable Foundation


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. March Madness fundraiser-$225. 2. March Madness fundraiser-$200. 3. Annual golf outing foursome & hole sponsor-$1.200.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-20
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Golf balls for golf outing-$1,548. 2. Gift cards for golf outing-$4,500. 3. White Sox tickets for golf outing-$1,013. 4. Gift cards for golf outing-$400.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Treasurer
date_of_agreement: 2024-09-23
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Meetings with employees in the bargaining unit to discuss the realities of signing authorization cards and voting in election.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: UFCW Local 1546 Special Assistant to President
date_of_agreement: 2024-01-02
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Illinois American Water Company entered into a written agreement with UFCW Local 1546 to sponsor the union's 2024 Charity Fund Golf Classic. The sponsorship covered 1 team and "swag bag" materials.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment $2,000 for light pole banner sponsorship; 69th Annual Commemorative Light Pole Banner, St. Patrick's Day Parade $1,500; Mar 17, 2024 & $500 for Ad. Sponsored by Plumbers Local 130.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment $1,500 for Minneapolis Building Trades 28th annual D.A.D.'s Golf Tournament; Check#29166; Sep 4, 2024, at Majestic Oaks Golf Club: 701 Bunker Lake Blvd NE Ham Lake, MN 55304


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment $1,000 for Holiday open house sponsorship; Check#29328; Dec 2024; Cement Mason's Local 502 Union Hall; 739 South 25th Avenue, Bellwood Illinois


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment $500 for Annual Golf Tournament; Check#29055; Aug 17, 2024; Goodrich Golf Course 1820 Van Dyke Street, Maplewood, MN 55109


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment $500 for 2024 website sponsorship; Check#28826; Apr 10, 2023; 77 Brant Avenue, Clark, NJ 07066


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 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 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 purchased a sponsorship for the International Brotherhood of Electrical Workers Annual 9th District Progress Meeting. The AFL-CIO Housing Investment Trust paid exhibit-related fees for the International Brotherhood of Electrical Workers' Annual Womens Conference. The AFL-CIO Housing Investment Trust paid exhibitor fees for the International Brotherhood of Electrical Workers Annual 4th District Progress Meeting. The AFL-CIO Housing Investment Trust paid exhibitor fees for the International Brotherhood of Electrical Workers Annual 3rd District Progress Meeting. The AFL-CIO Housing Investment Trust 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 a sponsorship, which included signage, for the International Brotherhood of Electrical Workers Local Union 176'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 greens fees. for the International Brotherhood of Electrical Workers Local Union 26'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 International Brotherhood of Electrical Workers Local Union 42'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 greens fees, for the Heating & Frost Insulators Local 33'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 paid exhibitor fees for the Massachusetts Building & Construction Trades 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 Minneapolis Building & Construction Trades Council's Annual Trades Night at Target Field Event. 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, for the Minnesota Building & Construction Trades 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 paid for a website sponsorship from the New Jersey State Building and Construction Trades Council's. The AFL-CIO Housing Investment Trust paid exhibitor fees, which included signage, for the New Jersey State Building and Construction Trades 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 Greater New York Building and Construction Trades Council's Annual Winter 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 3 tickets for the New York State Building and Construction Trades Council's Annual Legislative Breakfast. The AFL-CIO Housing Investment Trust purchased a sponsorship, which included signage, for the New York State Building and Construction Trades Council's Annual Statewide Officers 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 purchased a sponsorship, which included signage and greens fees, for the Sprinkler Fitters U.A. Local 709's Annual Golf Event.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of Operating Engineers Local 4 Charitable Foundation, Inc. 7th annual golf outing on August 25th, 2024 in Stow, MA.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of Local 294 Teamsters Care charity golf outing on August 22th, 2024 in Cooperstown, NY.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of United Food and Commercial Workers 29th annual golf outing on November 4, 2024 in St. Louis, MO.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company meets regularly with the IBT stewards to discuss grievances and contract matters and provides lunch to the participants. Because the Company pays for the entire amount of the bill for both the Company and the Union, the expenditures above reflect the portion of the bill allocated for Union members.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company and IBT stewards attended a HIMS conference in Denver and dined together during the conference. Because the Company paid the entire amount of the bill for both the Company and the Union, the expenditures above reflect the portion of the bill allocated for Union members.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company meets regularly with Local IBT leadership to discuss open contract disputes and build relationships. The Company pays for meals during these meetings. Because the Company pays the entire amount of the bill for both the Company and the Union, the expenditures above reflect the portion of the bill allocated for Union members.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company and Union leadership met for two summits to negotiate agreements on current contract issues. The Company paid for conference rooms and catering at these meetings. Because the Company paid for the full bill, the expenditures above reflect the portion of the bill allocated for Union members.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company paid for a hotel room for a member of IBT leadership to attend the Company's annual leadership meeting.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP purchased a Conference Partner Sponsorship to support the 2024 NABTU National Legislative Conference. The sponsorship provided that the firm's name and logo would be displayed on the NABTU website. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP made a contribution to the Bricklayers Local 1 Dinner Dance to pay for door prizes. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP purchased a Silver Sponsorship for the 7th Annual Golf Outing, the proceeds of which benefitted Children's Charities. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP purchased a hole sponsorship for the Local 26 Golf Outing, which entitled the firm to a sign on all five courses. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP made a contribution to the Mid-Atlantic States Apprentice Competition. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP purchased sponsorship for the 125th anniversary celebration of IUEC Local 4 and a one-page advertisement for the anniversary publication. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP purchased a gold sponsorship for the 110th Anniversary Celebration of UA Local 520. This included an advertisement in the Gold Page program and 2 tickets. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP purchased a one-page advertisement in a publication distributed at UA Local 486's 120th Anniversary Celebration. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP purchased a one-page advertisement in the event book and to have its logo presented within the video slideshow that was played during the event.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2024-03-20
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged LRI to educate employees regarding exercising their rights to organize and collectively bargain.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Steward
date_of_agreement: 2024-07-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Pennsylvania American Water Company sent Heather Novak, union steward from Scranton UWUA local 648, to the 2024 NSC Safety Congress & Expo in Orlando FL 9/16-9/18/24. The company paid for meals, lodging, transportation, travel, and conference registration fee.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Division Coordinator
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Prudential attended this event and donated $75,000. This is a union fund. The payment was split between PGIM ($37.5k), Retirement Strategies ($18.75k), and Group Insurance ($18.75k). 2) Prudential attended this event and donated $75,000. This is a union fund. The payment was split between PGIM ($37.5k), Retirement Strategies ($18.75k), and Group Insurance ($18.75k). This event was 2/1/2025.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On February 18, 2022, General Motors paid $500 to UAW Local 362 for a dinner sponsorship to the 2022 Hunter's Banquet. The Banquet took place at the UAW Local 699 Union Hall in Saginaw, Michigan on February 19, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On December 20, 2021, General Motors paid $500 to UAW Local 668 to sponsor a dinner held on January 29, 2022. UAW Region 1D was the event sponsor.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On January 7, 2020, General Motors paid UAW Local 668 $500 for a dinner sponsorship to the annual Hunter's Banquet, an event benefitting academic scholarships at Local 688, held on February 15, 2020, at Local 467/668 Union Hall in Saginaw, Michigan.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On January 24, 2019, General Motors paid UAW Local 668 $500 to sponsor the Hunter's Banquet, an event benefitting educational scholarships for members' children and the Saginaw Community Foundation, held on February 16, 2019.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On January 17, 2018, General Motors paid UAW Local 668 $500 for a dinner sponsorship for the Hunter's Banquet, held on February 17, 2018.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On January 31, 2017, General Motors paid UAW Local 668 $500 for a "Silver" sponsorship to the Hunter's Banquet, held on February 18, 2017. The sponsorship level paid for four dinner tickets and 200 raffle prize tickets.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On March 4, 2016, General Motors paid UAW Local 668 $750 for a Gold-level sponsorship of the Hunter's Banquest, held on February 20, 2016.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On January 15, 2015, General Motors paid UAW Local 668 $750 for a Gold-level sponsorship (6 dinner tickets) to the annual Hunter's Banquet.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On February 3, 2014, General Motors paid UAW Local 668 $500 for a Gold-level table sponsorship at the Hunter's Banquet, held on February 22, 2014.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Savings Plan Committee member
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/13/2024- 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. 05/14/2024 (Items 2-4) Per person cost for each business meal at the Intercontinental San Diego. Meals represented typical service provider expense used to conduct plan-related business.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Examiner
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/13/2024 - Pro-rata cost for 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. 05/14/2024 - Per person cost for business meal at Intercontinental San Diego. Meal represented typical service provider expense used to conduct plan-related business.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) IBEW National Conference - Construction and Maintenance Conference booth fee and giveaways at the booth. 2) IBEW National Conference - Membership Development Conference booth fee and giveaways at the booth.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-05-20
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for professional services provided by LRI. LRI was retained to assist in communicating with employees 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
counterparty_position: Independent Labor Consultant
date_of_agreement: 2024-07-11
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for professional services provided by Healthcare Labor Solutions (HLS). HLS was retained to assist in communicating with employees 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
counterparty_position: CONSULTANT
date_of_agreement: 2024-07-15
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
EDUCATE EMPLOYEES REGARDING THEIR RIGHTS AND RESPONSIBILITIES UNDER THE NATIONAL LABOR RELATIONS ACT


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Contribution for 2023 Iron Workers' District Council of Chicago & Vicinity 2023 Holiday Dinner Party We were advertised as a sponsor of this event without our knowledge and sent payment after the event was over 2. Contribution for 12/07/2024 Iron Workers' District Council of Chicago & Vicinity 2024 Holiday Dinner Party


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Contribution for 03/23/2024 Teamsters Joint Council 25 Women's Committee Annual Gala Dinner Dance


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2024-05-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Labor Consulting in connection with union organizing drive by the International Brotherhood of Teamsters Local 639, in addition expenses were paid related to outlays to other organizations


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Employee
date_of_agreement: 2024-01-24
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The employee attended the Pulp and Paperworkers' Resource Council, which is an organization that supports environmental matters in the pulp and paper industry. In addition, the employee attended the Minnesota Chamber of Commerce Session Priorities event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Brian Ponder. The total value of the office and equipment during 2024 is estimated at $3,464.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $698.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $418.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $3,464.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $3,912. $1,956 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $3,912. $1,956 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $3,912.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $3,912.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $2,530. $1,265 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $2,530. $1,265 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Kevin DeCoursey, as well as BLET local chairmen. The total value of the office space and equipment during 2024 is estimated at $3,464. $1,732 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $3,464. $1,732 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Eddy, as well as BLET local and general chairmen. The total value of the office space and equipment during 2024 is estimated at $4,584. $2,292 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Josh Lamarti. The total value of the office and equipment during 2024 is estimated at $4,584. $2,292 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 Josh Therrien, as well as BLET local chairmen. The total value of the office and equipment during 2024 is estimated at $3,912. $1,956 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
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 2024 is estimated at $3,912. $1,956 represents BLET's estimated share.


