# activity

activity_code: ITEM 8.f.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2021-01-30
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hired Action Resources to assist employees in making and informed decision if they want to join a Union.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
No written agreement or requirement to pay. On May 29, 2023, payment of $500.00 was made by check payable to Iron Workers Local 40 Special Events for sponsorship of Local 40s Annual Golf Outing held May 20, 2023.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-03-07
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for services including education of employees regarding their rights to organize and collectively bargain.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-09-25
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged 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: 2023-10-25
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 right to organize and collectively bargan.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-05-19
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments made in furtherance of oral agreement to educate employees regarding their rights under the National Labor Relations Act.


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 June 2023, IR+M sponsored the 16th Annual Charity Golf Tournament for U.A. Local 7 Plumbers & Steamfitters Persuant to section 203(a) of the LMRDA, we are reporting this payment made to a labor organization.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-04-26
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All payments cited on this form: (i) were for reportable, LMRDA persuader activities: (ii) benefited The Crossroads Group Labor Relations Consultants ("Crossroads"), the firm named in item 9d.; and (iii) were made following the Reporting Employer's receipt of invoices from Crossroads which itemized the hours spent by Crossroads professionals in performing LMRDA persuader activities.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: UAW Local 2031
date_of_agreement: 2022-11-01
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 phone lines and the use of 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: Agreement
counterparty_position: IUE-CWA Local 83-711
date_of_agreement: 2022-11-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Inteva Products LLC provides IUE-CWA Local 83-711 an office space, dedicated phone lines and the use of a computer for Union business within the Gadsden facility. Market rate for office rental is $9.80 per square foot. The Union office space is 710 square feet.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Assistant Administrator
date_of_agreement: 2023-08-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ms. King, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Deveraeux) shared meals during the year while discussing Pension business. The aggregate total of these items exceeded $250 during the fiscal year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Administrative Manager
date_of_agreement: 2023-08-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Ray, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Deveraeux) shared meals during the year while discussing Pension business. The aggregate total of these items exceeded $250 during the fiscal year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2023-10-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Grider, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2023-10-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Bradbury, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: TRUSTEE
date_of_agreement: 2023-10-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Andrews, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared a meal during the year while discussing Pension business. The meal exceeded the $250 limit.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: ASSISTANT TO THE BUSINESS MANAGER
date_of_agreement: 2023-04-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We received an invitation to participate in the 43rd Annual Charity Golf Tournament to be held July 13, 2023 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: 2023-05-30
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 2023. 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: 2023-04-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We received an invitation to participate in the 23rd Annual Peter A. Reilly Invitational Golf Tournament to be held July 10, 2023 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: Payment
counterparty_position: Business Manager
date_of_agreement: 2023-11-02
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We received an invitation to attend the Laborers Local 665 100th Anniversary Awards Dinner on November 10, 2023 at the Trumbull Marriot, 180 Hawley Lane, Trumbull, CT. We agree to be an 1/2 page ad book sponsor for $500. We mailed a check payable to Laborers Local 665 for $500.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Vice President
date_of_agreement: 2023-06-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
We received an invitation to the Connecticut Coalition 27th Annual Charity Golf Outing on August 9, 2023 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: Both
counterparty_position: President
date_of_agreement: 2023-10-24
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Groff Tractor & Equipment made its payments to American Labor Group to obtain services toward educating employees, specifically mechanics and technicians, about their rights under the National Labor Relations Act, as amended, in the context of a union organizing effort. These services included individual meetings, trainings, literature and written materials, and organizational services related to the campaign.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-01-01
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 hourly contract was ratified 5/13/23 and the QA negotiations began in December 2023 with a ratification in early 2024.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-12
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The expenditures listed in Section 11 above represent what we consider to be part of a normal business relationship and no payments were made pursuant to any deal or other understanding.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2002-05-02
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
NRRIT was established pursuant to Public Law 107-90. The amounts disclosed on this form relate to the official's service as a Trustee of NRRIT and represent reimbursements made for travel and/or lodging required for Board meetings pursuant to NRRIT's attached reimbursement policy; or for meals and lodging provided directly by NRRIT in conjunction with scheduled Board or Committee meetings.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2020-01-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All payments were made pursuant to contracts the Labor Relations Institute. See attached agreements.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-11-19
form_agreement: Written*
explanation:
C. Hunt Management Consulting provided coaching to the management team at Wadsworth Glen Health and Rehabilitation Center regarding legal and effective communication with staff. They provided direct employee education regarding their section and rights under the NLRA. They educated employees who wished to exercise their section and right to oppose unionization.


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 2)PAYMENT FOR ADVERTISEMENT IN PROGRAM BOOKLET. NO SERVICES WERE PROVIDED AS A RESULT OF THE PAYMEENTS. 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.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-12-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Pallet and a half of Nestle Tollhouse morsels were donated to hand out to the community for the holidays. The value of this product is $2500.00.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-06-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All payments made to Courtyard by Marriott 1302 Campus Parkway, Wall Township, NJ 07753 for room charges for Effects Bargaining negotiations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$225 represents a half page ad in the fundraiser booklet (fundraiser for widow/widower/orphan death benefits).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$500 represents sponsorship of one hole in annual charity golf tournament. $300 represents sponsorship of annual DPOA Scholarship Fund Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Former President
date_of_agreement: 2023-08-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The company provided to the International Brotherhood of Boilermakers, Local 1992 approximately 500 pens to include in registration bags and/or as door prizes for the union's Industrial Sector Operations conference that was held in Las Vegas in August 2023. The pens were valued at $0.90 per piece for a total of $450.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
date_of_agreement: 2023-09-19
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The company provided the union seven gift bags during the 2023 negotiations of the collective bargaining agreements. Each gift bag contained coffee cups, notepads, and a t-shirt. The total value of the gift bags was $481.33.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Grand Lodge Representative IAMAW Western Territory
date_of_agreement: 2023-09-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The company provided of the International Association of Machinists and Aerospace Workers, Local 389 five gift bags during the 2023 negotiations of the collective bargaining agreements. Each gift bag contained coffee cups, notepads, and a t-shirt. The total value of the gift bags was $350.95.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Former President
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The company provided the International Brotherhood of Boilermakers Local Lodge 1999 with the use of one hundred twenty-six square foot office space at its Norfolk facility in Norfolk, VA with used desk, chair and locking file cabinet. The office space has an estimated fair market value of $131.04 per month, or $1,572.48 per year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Member
date_of_agreement: 2023-02-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/25/2023 Client Entertainment (ticketed) 03/21/2023 Client Widely attended event 10/1/2023 Client Entertainment (ticketed)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Administrative Assistant
date_of_agreement: 2023-02-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/25/2023 Client Entertainment (ticketed) 02/25/2023 Food and beverage during client entertainment 02/25/2023 Food and beverage during client entertainment 11/05/2023 Client Entertainment (ticketed)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2023-02-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/25/2023 Client Entertainment (ticketed) 02/25/2023 Food and beverage during client entertainment 11/05/2023 Client Entertainment (ticketed)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Member
date_of_agreement: 2023-02-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
2/28/2023 Client Entertainment - Meal 5/11/2023 Client Entertainment - Golf 5/11/2023 Client Entertainment - Meal


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Partner
date_of_agreement: 2023-07-03
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Per Agreement, billed hourly for services rendered. The Crossroads Group billed multiple times per month.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-01-05
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment was for travel expenses, consulting services, and subject materials primarily provided at the company's facilities in Massachusetts.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
GAMCO sponsored a golf outing where some of the proceeds supported cancer research and treatment in the insulation industry.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
GAMCO placed an advertisement in a commemorative program book for a union's 110th anniversary event.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Labor Relations Director
date_of_agreement: 2022-07-07
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 Companys 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 Companys 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: Senior VP/CHRO
date_of_agreement: 2022-07-07
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 Jeff Newman 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 Companys opinion with respect to union representation of the proposed unit. With respect to the payment issued on 8/24/2022, expenses were reimbursed directly to the employee via direct deposit by TEGNA. 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 Companys 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: Senior VP, Media Operations
date_of_agreement: 2022-07-07
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 Mark Cornetta 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 Companys 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 Companys 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: 2022-07-07
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 Companys 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 Companys 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: Group Human Resources Director
date_of_agreement: 2022-07-07
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 Emily Chambers 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 Companys opinion with respect to union representation of the proposed unit. With respect to the payments issued on 9/8, 9/28, 10/26, and 11/2/2022, expenses were reimbursed directly to the employee via direct deposit by TEGNA. 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 Companys 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.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2022-11-28
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made to provide professional consulting services to inform and educate employees about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
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 11.c Company office space, cell phone and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2023, the actual term of the office space, phone and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company occasionally provides on-site office space and equipment usage to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11c office space and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2023, the actual term of the office space and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
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 11.c Company office space, cell phone and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2023, the actual term of the office space, phone and equipment usage was at times throughout the entire year. The expenses in 11.c.4 were to reimburse travel expenses for union-appointed member of company safety committee to attend an Ergonomics Conference.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company occasionally provides on-site office space to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11.c Company office space was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2023, the actual term of the office space was at times throughout the entire year.


activity_code: ITEM 8.e.
activity_type: Payment
date_of_agreement: 2022-03-03
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments listed above in 11.c were made to a consulting service to assist the company's Power business in providing employee education regarding union organizing at various company locations. The services were provided in 2022 and payment made in 2023.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-11-15
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. Hourly rate of $425.00 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:
1.Chicago and Cook County Building and Construction Trades PAC fundraiser 4/3/2023 2.Chicago and Cook County Building and Construction Trades PAC Golf Outing 9/28/2023 3.Chicago and Cook County Building and Construction Trades holiday open house 12/12/2023


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: LOCAL 278 LOCAL CHAIRMAN
date_of_agreement: 2023-11-30
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11/30/2023 C. MCCARDELL AND ONE OTHER TO CHICAGO IL FOR MEETING AT RRB HEADQUARTERS. PAID FOR MEAL AND LODGING


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 444 LOCAL CHAIRMAN
date_of_agreement: 2023-03-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
3/12/2023 MEET WITH D POPE WITH MEAL AT CRACKER BARREL. DISCUSSED WORKING CONDITIONS AND SAFETY CONCERNS


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: DIV 125 SECRETARY/TREASURER
date_of_agreement: 2023-02-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
2/6/23 ATTENDED DINNER WITH BLET 125 OFFICERS, GENERAL CHAIRMAN AND SPOUSES IN MOLINE IL. PURCHASED FOOD/REFRESHMANTS FOR SOME. IN ADDITION TO MEETING ON 2/7/23. REVIEWED FELA, SAFETY AND HLF. 8/19/2023 DINNER WITH BLET 125 OFFICIALS AND PURCHASED DINNER. DISCUSSED FELA, SAFETY AND THE FIRM.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Div 6 Secretary/Treasurer
date_of_agreement: 2023-12-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/15/23 dinner with Div 6 officers in Clinton IA. Purchased dinner for those in attendance. Reviewed Safey, FELA and Holland Law.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: NS Northern Lines VP
date_of_agreement: 2023-08-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
8/29/23 meal at Cork & Cleaver with R Peters. Paid for meal. Discussed railroad working conditions and safety


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Div 2 Secretary/Treasurer
date_of_agreement: 2023-01-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1/17/23 BLET 2 monthly meetoing at Steve's Ranch in Jackson MI. Discussed HLF and Fela. Paid for meal.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Div 278 Local Chairman
date_of_agreement: 2023-02-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
2/25/2023 took Nick, spouse and others to dinner at Outback Steakhouse in Ann Arbor, MI - paid for dinner. Discussed HLF


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Div 278 Local Chairman
date_of_agreement: 2023-04-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
4/6/2023 meet with Ken and 1 other for dinner at Hunt Club in Jackson, MI. Discussed HLF and paid for dinner.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Div 278 Secretary/Treasurer
date_of_agreement: 2023-10-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/15/2023 Div 278 monthly meeting at Fraternal Order of Eagles in Jackson MI. Paid for lunch. Discussed HLF and FELA


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 42 Leg. Rep.
date_of_agreement: 2023-03-07
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Meals on the above dates with M McGill - reviewed working conditions and safety concerns. 3/7/23 at Tuckers Place 3/19/23 meal at Lewis and Clarks 4/14/2023 meal at Brickhouse 7/8/2023 meal at Cummares Italian


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Dive 278 Retired Local Chairman
date_of_agreement: 2023-02-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
2/25/23 took S Cole, spouse and others to dinner at Outback Steakhouse in Ann Arbor MI. Paid for dinner. Discussed HLF 4/6/2023 met with S Cole and another at Hunt Club in JAckson MI. Discussed HLF and paid for meal. 11/30/2023 took S Cole and 1 other to Chicago for meeting at RRB headquarters. Paid for meal and lodging.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Div 346 Secretary/Treasurer
date_of_agreement: 2023-01-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Attended BLET 348 Regular Union Meetings on the above noted dates in Elkhart IN. Discussed HLF, FELA and Safety. Purchased meals from Perkins.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 106 Secretary/Treasurer
date_of_agreement: 2023-01-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Attended BLET 106 Union Meetings on the above dates, purchased meals for members. Discussed Railroad working conditions, Safety Concerns, HLF and FELA


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 537 Secretary/Treasurer
date_of_agreement: 2023-01-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Attended BLET Div 537 Union Meetings on above noted dates. Purchased meals from 469 Sport & Spirits. Discussed Safety, working conditions, HLF and FELA


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 42 Secretary/Treasurer
date_of_agreement: 2023-01-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Attended BLET 42 meetings on above noted dates. Reviewed Railroad Safety and Working Conditions. Paid for meals for members. 2/12/23 was vacation scheduling meeting and holiday dinner in St. Louis


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET Div 81 Secretary/Treasurer
date_of_agreement: 2023-01-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Attended BLET 81 Monthly Union meetings at Teamsters Hall on above noted dates. Discussed FELA, Safety and HLF. Purchased meals for attendees..


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Labor Consultant
date_of_agreement: 2023-03-31
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Rate of $375/hour, plus travel expenses. (Actual rate lower due to number of hours that were not billed).


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1/25/2023 - Sponsorship of the IBEW-NECA Employee Benefits Conference. 6/05/2023 - Sponsorship of the IBEW #26 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: 2023-08-14
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of the IUEC Toy Box Connection Golf Outing, proceeds to benefit Toy Box Connection. The registered investment adviser listed above as the reporting employer on this page provides services to the union organization named above.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Senior Steward
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The company provides the items described above pursuant to a past practice, and oral agreement, that has been in place for decades.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Organization
date_of_agreement: 2023-02-24
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
In accordance with the mutual agreement for professional services, PEC retained The Crossroads Group Labor Relations Consultants ("Consultants") on February 24, 2023 regarding general personnel and labor relations at PEC sites that commence on or about February 27, 2023. Consultant provided independent and objective labor relations recommendations on organizational issues and advised management on compliance. Charges incurred were on a n hourly basis for services related to employee meetings and discussions, plus reasonable and ordinary expenses such as travel, lodging, and food. All payments benefited The Crossroads Group Labor Relations Consultants.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Portfolio Manager
date_of_agreement: 2023-03-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
3/13/23-3/15/23: Causeway hosted a client educational conference in Laguna Beach, CA. As with other clients of Causeway, Causeway hosted Ms. Altiner's hotel room for two nights, provided transportation to and from the airport, and meals associated with the event.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder and CEO
date_of_agreement: 2023-07-26
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were for professional services provided by Login Labor Relations, LLC. Services included educational classes providing information to management and employees relative to the National Labor Relations Act, employees; Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining, answering questions


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Exhibitor fee for 2023 IBEW Construction and Maintenance Conference held at Washington Hilton. 2. individual ticket for Lonnie R. Stephenson Retirement Reception and Dinner celebration.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Operating Engineers 324 Solidarity Ride and Car/Bike Show, proceeds going to the IUOE Local 324 Retiree Club.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-07-28
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.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-04-12
federal_work: No
form_agreement: Oral
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 per hour, plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Labor Consultant
date_of_agreement: 2023-03-31
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Rate of $375/hour, plus travel expenses. (Actual rate lower due to number of hours that were not billed.)


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Roofers & Waterproofers Union Local #33 is a client of Empower. Empower purchased a Hole Sponsorship in the Roofers & Waterproofers Union Local #33 annual golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sprinkler Fitters and Apprentices Local Union 500 is a client of Empower. Empower purchased a sponsorship in the annual golf outing for the Sprinkler Fitters and Apprentices Local Union 550.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Iron Workers Local Union No. 3 is a client of Empower. Empower purchased a hole sponsorship in the annual golf outing for the Iron Workers Local Union No. 3.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-13
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Empower sponsored the National Conference for the National Coordinating Committee for Multi Employer Plans.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Electrical Workers Local #369 IBEW is a client of Empower. Empower purchased a Sponsorship in the Annual Golf Outing for the Electrical Workers Local #369 IBEW.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The New York City District Council of Carpenters is an Empower client. Empower sponsored the 2023 Annual Golf Outing and provided apparel for the 2023 Benefits Fair in New York, NY.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-30
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sheet Metal Workers Local # 19 is an Empower client. Empower sponsored the 2023 Dinner Dance with a half page ad purchase.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-13
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
IBEW Local 98 is a client of Empower. Empower purchased a sponsorship in the 2023 Golf Outing for IBEW Local 98.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Empower sponsored the New Jersey State Association of Pipe Trades Biennial Convention in Atlantic City, NJ.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Steamfitters Local 602 is a client of Empower. Empower purchased a sponsorship in the annual golf outing in Queenstown, MD.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Plumbers & Steamfitters Local Union 21 is a client of Empower. Empower purchased a sponsorship for the scholarship dinner dance in Peekskill, NY.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT, REGION 3
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/26-29/2023 - CSEA OFFICER'S MEETING. Payment was for lodging, meals and miscellaneous entertainment expenses. New York Life Insurance Company underwrites Group Accident & Health insurance plans for the NY State Civil Service Employees Association members. This meeting was held to review the insurance plans.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: DIRECTOR, INSURANCE
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/25-27/2023 - PEARL INSURANCE AGENT'S MEETING. This meeting was held to review the insurance plans. Payment was for lodging, meals and miscellaneous entertainment expenses. 06/26-29/2023 - CSEA OFFICER'S MEETING. This meeting was held to review the insurance plans. 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.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: DIRECTOR, FINANCE
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/25-27/2023 - PEARL AGENT'S MEETING. Payment was for lodging, meals and miscellaneous entertainment expenses. New York Life Insurance Company underwrites Group Accident & Health insurance plans for the NY State Civil Service Employees Association members. This meeting was held to review the insurance plans.


activity_code: ITEM 8.e.
activity_type: Payment
agencies: Postal Service, Postal Service
counterparty_position: Independent Consultant
date_of_agreement: 2023-05-24
federal_work: Yes
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): J8FYSBDJVNDI
explanation:
Payments for professional services provided by Eric Funston, LRI Consulting Services, Inc. Services include providing information to company employees regaring the process of unionization and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Payment
agencies: Postal Service
counterparty_position: Independent Contractor
date_of_agreement: 2023-07-10
federal_work: Yes
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): J8FYSBDJVNDI
explanation:
Payments for professional services include providing information to company employees regarding the process of unionization and collective bargaining.


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


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment of $2,500 was made for sponsorship of the Oklahoma State Firefighters Association's annual convention. There was no written or oral agreement. The payments were voluntary.


activity_code: ITEM 8.e.
activity_type: Both
agencies: Rural Utilities Service
counterparty_position: President
date_of_agreement: 2023-04-13
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): JX8AF1UYEGL5
explanation:
Engaged to education employees regarding exercising their rights to organize and collectively bargain. Hourly rate of $400 per hour plus reasonable travel expenses.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Office Manager
date_of_agreement: 2023-05-24
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 after 3 months, and was never cashed. Payment may be issued at a later date.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder
date_of_agreement: 2023-08-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company engaged Ronn English, d/b/a The TAG Group, an independent labor relations consultant to assist the Company's communication efforts in apprising employees of their NLRA Section 7 rights.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Co-Director of Investment Research
date_of_agreement: 2023-03-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Maul attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Deputy Chief Investment Officer
date_of_agreement: 2023-03-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Tate attended Siguler Guff's Annual Conference, 1 day only. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Investment Analyst
date_of_agreement: 2023-03-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ms. Liang attended Siguler Guff's Annual Conference, 1 day only. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Assistant Director, Strategic Initiatives
date_of_agreement: 2023-03-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Hernandez attended Siguler Guff's Annual Conference. The amount indicated above includes the cost of meals, refreshments, and IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Investment Analyst
date_of_agreement: 2023-03-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Levanduski attended Siguler Guff's Annual Conference, dinner only. The amount indicated above includes the cost of food and refreshments.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Investment Officer and Accountant
date_of_agreement: 2023-03-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Bybee attended Siguler Guff's Annual Conference virtually. The amount indicated above includes IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Investment Officer
date_of_agreement: 2023-03-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Chin attended Siguler Guff's Annual Conference virtually. The amount indicated above includes IT costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/29/23 - Payment for meals. 01/30/23 - Payment for meals. 01/31/23 - Payment for meals. 03/17/23 - Payment for meals. 03/19/23 - Payment for meals. 03/20/23 - Payment for meals. 03/21/23 - Payment for meals. 03/22/23 - Payment for meals. 04/17/23 - Payment for meals. 04/18/23 - Payment for meals. 04/19/23 - Payment for meals. 05/09/23 - Payment for gift. 12/27/23 - 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:
01/29/23 - Payment for meals. 01/30/23 - Payment for meals. 01/31/23 - Payment for meals. 03/19/23 - Payment for meals. 03/20/23 - Payment for meals. 03/21/23 - Payment for meals. 03/22/23 - Payment for meals. 04/17/23 - Payment for meals. 04/18/23 - Payment for Meals. 04/19/23 - Payment for Meals. 12/27/23 - Payment for Gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Operations
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/06/23 - Payment for meals. 05/19/23 - Payment for meals. 05/31/23 - Payment for gift. 07/12/23 - Payment for meals. 12/27/23 - 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:
01/29/23 - Payment for meals. 01/30/23 - Payment for meals. 01/31/23 - Payment for meals. 02/01/23 - Payment for meals. 02/02/23 - Payment for meals. 02/04/23 - Payment for meals. 03/19/23 - Payment for meals. 03/20/23 - Payment for meals. 03/21/23 - Payment for meals. 03/22/23 - Payment for meals. 04/17/23 - Payment for meals. 04/18/23 - Payment for meals. 04/19/23 - Payment for meals. 09/14/23 - Payment for meals. 09/26/23 - Payment for meals. 10/01/23 - Payment for meals. 10/02/23 - Payment for meals. 10/03/23 - Payment for meals. 10/04/23 - Payment for meals. 12/27/23 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Insurance
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/19/23 - Payment for meals. 05/31/23 - Payment for gift. 06/21/23 - Payment for meals. 10/01/23 - Payment for meals 10/10/23 - Payment for meals. 12/27/23 - 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:
03/19/23 - Payment for meals. 03/20/23 - Payment for meals. 03/21/23 - Payment for meals. 03/22/23 - Payment for meals. 05/09/23 - Payment for gift. 06/02/23 - Payment for meals. 12/27/23 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Field Operations
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/01/23 - Payment for meals. 03/02/23 - Payment for meals. 10/02/23 - Payment for meals. 10/03/23 - Payment for meals. 12/27/23 - Payment for gift.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Regional Director - Region 1
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/02/23 - Payment for meals. 10/02/23 - Payment for meals. 12/12/23 - Payment for meals. 12/18/23 - Payment for meals. 12/27/23 - Payment for gift.


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.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company provides on-site office facilities and equipment solely for its Employee Union officials in order that they can conduct Company related business more expeditiously. As such, these expenses are arguably exempt from disclosure under Section 302 of the Act but the Company is disclosing for the avoidance of doubt. The Company also loans to the union hall computers (PC desks tops (2)) for use by union benefits representatives at no cost so that they can access Company websites for benefits purposes and can communicate over the Company's secure IT network. The 11c office space and equipment usage was provided to the union identified in 9d. The Company occasionally has lunch and dinner meetings with its union officials to discuss current business issues, as it does with other third parties, and it will occasionally cover the costs of such meals. The meal expense items in 11c represent these expenses. The Company also donated funds to the Union for its GE Appliances employee Children's Christmas party.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/ Business Manager/Financial Secretary
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 15 was afforded the use of a 92 square foot office inside the Braidwood Nuclear Generating Station valued at $1,012 telephone valued at $300 and computer usage valued at $924 ($77 mo.) per year.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Consultant
date_of_agreement: 2022-10-31
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Employer engaged HMD 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: Payment
counterparty_position: See 9d
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/11/2023 - 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. 06/23/2023 - $300 - Expenditure was payment/donation to support cost of an annual charity golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required per 8a. 06/23/2023 - $3,000 - Expenditure was payment/donation to charitable organization. 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: See 9d
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/30/2023 - 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. 11/02/2023 - Expenditure was payment/donation to support cost of children's charity holiday party attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of children's charity holiday party attended by numerous persons. Report as required by 8a. 07/27/2023 - 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.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/23/2023 - Payment was a donation to support charitable organization. Payment did not specifically benefit the organization identified in 9d, but did support charitable organization sponsored by organization. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsored one golf cart for $300 and beverage cart for $250 for golf outing held September 9, 2024 at Nettle Creek, Morris, Illinois. Frequently Asked Question 21 addresses this situation. Frequently Asked Question 53 aggregate cost per person is deminimus, a not for profit charity.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-02
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsored three holes for golf outing held June 25, 2023 at River Point Country Club, 6700 Country Club Road, Hobart, Indiana 46342. Per Frequently Asked Question 21 addresses this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-20
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Firm purchased a Main Event Scholarship for Painters District Council No. 14 sponsored family picnic held June 25, 2023 at the Old Joliet Prison for members and their families. Food, soft drinks, games, small prizes, a clown, etc. The money is used to defray costs of the event. Is a widely attended event. Approximately 1,100 in attendance. Per Frequently Asked Questions 50 and 53, may not be reportable as it is less than $250 per member.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-03-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/9/2023 - 05/03/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Steward
date_of_agreement: 2023-03-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/22/2023 - 05/03/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-03-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/22/2023 - 03/23/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: VP
date_of_agreement: 2023-03-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/9/2023 - 05/02/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Plant Chairman
date_of_agreement: 2023-03-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/22/2023 - 05/02/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Attorney for Union
date_of_agreement: 2023-03-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/22/2023 - 04/06/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Negotiations Committee Member
date_of_agreement: 2023-04-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses within the dates listed above (4/5/2023 - 4/6/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package). Expenses incurred within the dates listed above (4/17/2023 - 4/21/2023) reflect the cost of attending the USW Safety conference (registration fee, food and hotel)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Negotiations Committee Member
date_of_agreement: 2023-04-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (4/5/2023 - 4/6/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary Recorder
date_of_agreement: 2023-03-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/9/2023 - 04/20/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Negotiations Committee Member
date_of_agreement: 2023-03-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses within the dates listed above (3/9/2023 - 03/23/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package). Expenses incurred within the dates listed above (4/17/2023 - 4/21/2023) reflect the cost of attending the USW Safety conference (registration fee, food and hotel).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Steward
date_of_agreement: 2023-03-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/9/2023 - 03/23/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Staff Representative
date_of_agreement: 2023-03-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses within the dates listed above (3/9/2023 - 03/10/2023) in section 11a were incurred on behalf of this employee during the course of contract negotiations. (Negotiations Room and/or food & beverage package).


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Calendar year 2023 - Provided the Office and Professional Employees International Local 1937 with office space at the company's West Point, Pennsylvania facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Calendar year 2023 - Provided the USW Local 4-575 with office space at the company's Rahway, New Jersey facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Calendar year 2023 - Provided International Chemical Workers Union Council Local 94 with office space at the company's Elkton, Virginia facility. The company provided the union with telephone, computer and fax services in connection with the office space. 12/7/2023- Company donation of food & shopping trip for annual children's charity event, (pizza, refreshments).


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The first cost (line #1) is associated with the equipment rental provided by the Company for the Union's use during negotiations for dates 3/9/2023 through 5/3/2023- no cash payment was made in relation to this expense. Calendar year 2023 - Provided Workers United Local 1398 with office space at the company's Elkton, Virginia facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Calendar year 2023- Provided USW Local 10-580 with office space at the company's Riverside, Pennsylvania facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Calendar year 2023- Provided USW Local 10-00086 with office space at the company's West Point, Pennsylvania facility. The company provided the union with telephone, computer and fax services in connection with the office space.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Member
date_of_agreement: 2023-04-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses incurred reflect the cost of attending the USW Safety conference (registration fee, food and hotel)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Member
date_of_agreement: 2023-04-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses incurred within the dates above (4/17/2023 - 4/21/2023) reflect the cost of attending the USW Safety conference (registration fee, food and hotel).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Member
date_of_agreement: 2023-04-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses incurred within the dates listed above (4/17/2023 - 4/21/2023) reflect the cost of attending the USW Safety conference (registration fee, food and hotel).


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Office Manager
date_of_agreement: 2023-05-02
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
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/08/2023 - Expenditure was payment/donation to support picnic for members and their families. Attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization in 9d, but supported cost of picnic attended by numerous persons. Reported as required by 8a. 07/07/23 - Expenditure was payment/donation to support cost of golf, meals, and hole sponsorship of annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 10/31/23 - Expenditure was payment/donation to support a children's holiday party, which was organized by a charitable organization sponsored by Local Union No. 38. No services rendered or promised in exchange. Payment did not specifically benefit the organization in 9d, but supported cost of children's holiday party attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/06/2023 - Expenditure was donation of property to support cost of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 05/05/2023 - Expenditure was a payment/donation to support cost of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 07/05/2023 - Expenditure was donation of property to support cost of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 07/11/2023 - Expenditure was a payment/donation to support cost of meals, activities, and advertising at annual festival attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the annual festival attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/08/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship of an annual golf outing hosted by non-profit, charitable 501(c)(3) organization sponsored by Local 435, attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 05/05/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/06/2023 - Expenditure was donation of property to support cost of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 06/08/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship at annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 10/20/2023 - Expenditure was payment/donation to support cost of attendance and meals for various construction workers at national conference attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the national conference attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/12/2023 - Expenditure was payment/donation to support cost of meals, golf, and hole sponsorship at annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/06/2023 - Expenditure was donation of property to support cost of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 05/15/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/07/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/15/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 08/16/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/06/2023 - Expenditure was donation of property to support cost of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/06/2023 - Expenditure was donation of property to support cost of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a. 05/05/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/05/2023 - Expenditure was payment/donation to support cost of golf, meals, and sponsorship of an annual golf outing attended by numerous persons. No services were rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the cost of the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
2023 BOARD COMPENSATION, INSURANCE PREMIUM, AND EVENTS BCBSM Comp = $145,000 and BCN Comp = $102,000 Insurance = $72


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2018-02-09
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Section 27.O of the February 9, 2018 collective bargaining agreement between Alaska Airlines, Inc. and the Association of Flight Attendants provides: "Upon request, the Company will provide the Association with reasonable office space on Company property that may be used for representation purposes and Association Business. The Company will maintain any lease it has for office space for the Association. With written notice of no less than sixty (60) calendar days, the Company may discontinue any leases it maintains for Association office space, but will provide new space for occupancy no later than the termination date of the prior lease." 2) The de minimis threshold of $250 was exceeded for one leader in 2025 - see 11.a.2. above.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-10-17
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Article 5.T.2 of the October 17, 2023 collective bargaining agreement between Alaska Airlines, Inc. and the Aircraft Mechanics Fraternal Association provides: "The Airline Representative will be provided with full time off with pay at any Local where there are two hundred (200) or more employees and will be allocated available office space on Company property." See attached.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-10-17
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
ARTICLE 15, TRANSPORTATION B. The Airline Representative and National Officers of the Union will be furnished with free annual positive space over the Companys system during their term of office for use when needed in connection with Union business related to this Agreement. The Local Executive Councils of the Union will be furnished with space available transportation. Employees officially representing the Union as a member of the contract negotiating committee will receive on-line, Company business, positive space (without displacing a revenue passenger), service charge waived passes for the purpose of traveling to and from negotiating sessions.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-06-15
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Article 15B of the RSSA CBA and Article 15C of the COPS CBA between Alaska Airlines and the International Association of Machinists and Aerospace Workers provides: Article 15, TRANSPORTATION C. The System General Chair of the Union will be furnished with free annual positive passes over the Company's system during their terms of office for use when needed in connection with Union business. The Executive Board Members of the Union will be furnished with space available transportation. Employees officially representing the Union as a member of the contract negotiating committee to conduct joint section 6 negotiations shall receive on-line, Company business, positive space, non-bumpable, service charge waived passes as long as the flight on which they book is below capacity at the time of booking.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: The Crossroads Group Labor Relations Consultants
date_of_agreement: 2023-01-19
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were made to The Crossroads Group Labor Relations Consultants based on oral agreements to assist Capstone Logistics communicate with and educate management and advise associates of their Section 7 rights, as well as furnish them with information regarding third party representation


activity_code: ITEM 8.a.
activity_type: Payment
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 $2,000 payment to the Professional Fire Fighters of Arizona (PFFA) as a Hospitality Room Sponsor at the 2023 PFFA convention in Tucson, Arizona, held May 31 -- June 2, 2023. Payment was made by check (posted 5/24/2023) to Professional Fire Fighters of Arizona, attention Roger Wright.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-04-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
4.3.23 Golf Tournament Gold Sponsorship 10/11/23 Eagle Sponsorship and dinner 10/11/23 Giveaways for March of Dimes - toothbrushes, floss, bandaids, medicine openers 10/11/23 giveaways - tumblers 9/20/23 Silver Sponsorship Breath of Life


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-20
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1/20/23 Golf Tournament Sponsorship & 500 Golf Ball Sleeves 8/2/23 Golf Tournament Sponsorship 7/24/23 Lunch Sponsorship


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-09-27
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
9/23/23 Chad Young Memorial Golf Tournament Sponsorship 5/8/23 Station Sponsorship 5/18/23 Birdie Sponsorship


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2020-09-19
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Lincare made its payment to Quest Consulting to obtain services toward educating employees, specifically service representatives and drivers, about their rights under the National Labor Relations Act, as amended, in the context of a union organizing effort.These services included individual meetings, literature and written materials, and organizational services related to the campaign.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Electrician
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Michael Pratt 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 Cedar Springs Pulp & Paper facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Pratt through his regular paycheck. Mr. Pratt was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and IBEW Local 1980.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses 1-19 represent meals paid by the Company during contract negotiations. These payments are reportable because they do not fall into a de minimis exemption due to other expenses. Expenses 20-21 were paid by the Company to cover the cost of a conference room and a/v equipment during contract negotiations. The payment represents half of the Unions expense. These payments are reportable because they do not fall into a de minimis exemption due to other expenses.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Representative
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Expenses 1-8 were paid by the Company to cover the cost of a meeting room for contract negotiations. The payment represents half of the Unions expense. These payments are reportable because they do not fall into a de minimis exemption due to other expenses.


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 1-20 were paid by the Company to cover the cost of meals and refreshments during contract negotiations. The payment represents half of the Unions expense. These payments are reportable because they do not fall into a de minimis exemption due to other expenses.


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 a negotiating preparation meeting in which the Company supplied lunch to Union officials. Expense 2-3 was paid by the Company to cover the cost of a meeting room for contract negotiations. The payment represents half of the Unions expense. These payments are reportable because they do not fall into a de minimis exemption due to other expenses. Expenses 4-19 was paid by the Company to cover the cost of a meeting room and refreshments during contract negotiations. The payment represents half of the Unions expense. These payments are reportable because they do not fall into a de minimis exemption due to other expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-11-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donation was requested for the annual IBEW LU640 golf, by the retirees and a payment was made $1500. This was previously reported as being paid to IBEW LU640, but was incorrect. The IBEW LU 640 as for a donation to the annual member holiday party. An agreement was made to purchase the golf towel sponsor and to purchase gift cards for the holiday party.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-04-21
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Engaged to assist with educating employees, when management was unable to do so, with regard to the manner in which they may exercise their rights to organize and bargain collectively under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$73 expenditure was for business meals on 12/12/23. $183 expenditure was for a business meal on 12/13/23. Payment is being reported due to aggregate cash payments to a union official exceeding $250 threshold.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: employee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$33 expenditure was for a business meal on 4/14/23. $37 expenditure was for a business meal on 7/29/23. $73 expenditure was for business meals on 12/12/23. $183 expenditure was for a business meal on 12/13/23. Payment is being reported due to aggregate cash payments to a union official exceeding $250.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President-Finance/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$73 expenditure was for business meals on 12/12/23. $183 expenditure was for a business meal on 12/13/23. Payment is being reported due to aggregate cash payments to a union official exceeding $250.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: State Chairman
date_of_agreement: 2023-02-13
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Boggs is a director for the Highmark West Virginia Inc. Board of Directors and a member of the Audit & Compliance Committee. He also receives an annual retainer which is paid quarterly.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) North Central States Regional Council of Carpenters Scholarship Foundation Union officer/employee was John G. Raines 2) Pittsburgh Symphony union officer/employee was John G. Raines


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for exhibit booth at and sponsorship of 2023 North America's Building Trades Unions National Legislative Conference, held April 23-26 2023 in Washington, DC.


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. 6th annual golf outing on August 27th, 2023 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 24th, 2023 in Cooperstown, NY. - Payment to Crowne Plaza hotel for ad in retirement tribute book given at retirement dinner for Local 294 President, held March 23rd 2023.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of holiday party held by St. Louis Buildings & Trades Council on December 20th, 2022 in St. Louis, MO.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-05-10
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Office space in Portland, Oregon, is provided per Article 18P of the collective bargaining agreement between Horizon Air and the Aircraft Mechanics Fraternal Association which states: "Effective upon signing of this Agreement, the Company shall supply permanent suitable office space for the Union's use on the property at the Portland Maintenance Base (PDX) where the employees are located that is easily accessible by the employees." 10.a. reflects the ratification date of the current contract.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-10-11
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
See attached. Engaged LRI to educate employees regarding exercising their rights to organize and collectively bargain.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On 02/10/2023, a check payment in the amount of $5000 was made payable to International Association of Fire Fighters. This payment was to provide sponsorship of the 2023 International Association of Fire Fighters Affiliate Leadership Training Summit.


activity_code: ITEM 8.a.
activity_type: Payment
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 2023, VRIAC sponsored a luncheon for the Cleaveland Teacher's Union at an industry Leadership Conference.


activity_code: ITEM 8.a.
activity_type: Payment
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, including the Oregon Education Association. In February and May of 2023, VRIAC sponsored an assembly of Oregon Education Association members.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police, including the Portland Police. In April 2023, VRIAC sponsored a golf tournament for the Portland Police Cover Foundation.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters. In June of 2023, VRIAC sponsored a banquet for the Citizen's Police & Fire Retirement Committee.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters. In May 2023, VRIAC sponsored a charity golf tournament for the City of St. Paul Fire Foundation.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters, including the Spokane Firefighters Association. In July 2023, VRIAC sponsored a charity golf tournament for the Spokane Firefighters Association.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters. In April 2023, VRIAC sponsored a foursome of golfers in a local charitable golf tournament for the Ontario Professional Firefighters Foundation (OPFF). Golfers also received Voya branded materials in their tournament reception materials.


activity_code: ITEM 8.a.
activity_type: Payment
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 2023, VRIAC sponsored a vendor table at a community picnic for the residents of the County of San Bernadino. In December 2023, VRIAC purchased Voya branded gifts to be distributed to County of San Bernadino employees at events through the holiday season.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters. In March 2023, VRIAC provided branded materials for attendees of the Southern Division event for the California Fire Chiefs Association Administration.


activity_code: ITEM 8.a.
activity_type: Payment
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, including the Mesa Public Schools. In July 2023, VRIAC sponsored a breakfast for the new teachers at the Mesa Public Schools.


activity_code: ITEM 8.a.
activity_type: Payment
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, including the Los Angeles Unified School District. In July 2023, VRIAC purchased promotional materials for use at events throughout the Los Angeles Unified School District.


activity_code: ITEM 8.a.
activity_type: Payment
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 including the Arrowhead Regional Medical Center (ARMC). In October 2023, VRIAC sponsored an awards ceremony for the ARMC.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan, including the County of San Bernadino Sheriff's Employee Benefit Association (SEBA). In October 2023, VRIAC sponsored a charity golf event hosted by SEBA.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment made to the Will and Grundy Counties Building Trades Council for sponsorship of an annual golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment made to the Brotherhood Welfare Fund for sponsorship of the reception for the IBEW Local 357 annual golf outing benefitting the Brotherhood Welfare Fund and St. Jude's Ranch for Children.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Cash contribution for 09-13-23 Chicago & Cook County Building & Construction Trades Annual Golf Outing (beverage sponsorship/golf foursome)


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Purchase hospitality sponsorship for IAMAW International President's Capital Classic Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Cash contribution and hole sponsorship for 10-01-2023 IBEW Local No 15 Inaugural Charity Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: DIRECTOR OF OPERATIONS
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Gubernatorial support for 04-23/26-2023 NABTU National Legislative Conference/Labor of Love Event


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Cash contribution for 06-17-2023 IUOE Local No 139 11th Annual Golf Outing Benefiting Hogs for Heroes


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Purchased "Apprentice" sponsorship for MAPTA's Annual Summer Convention (07/17/2023 to 07/20/2023)


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Purchase "Silver" sponsorship, full-page ad, table for 10 for 08-12-2023 110th Anniversary Dinner Dance


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Purchase "Sapphire" sponsorship for 03-25-2023 Annual Gala Dinner Dance (full-page ad/table for 10)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Fimpel participated in activities with the Arkansas Labor & Management Conference, an educational program. Arkansas Labor & Management works to bring together leaders of labor, management, education, and government to discuss important topics of concern, which could impact jobs in Georgia-Pacifics constituent industries. Pursuant to a practice at the Ft. Smith facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the Arkansas Labor & Management Conference. The only expense incurred was payment made directly to the conference for registration fee. These activities benefited both the Company and USW Local 13-00656.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Gregory Doggett 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 Mr. Doggett through his regular paycheck. Mr. Doggett was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and IBEW Local 2048.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Joseph Merriman 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 Wauna Mill facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Merriman through his regular paycheck. Mr. Merriman was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and USW Local 1097.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-12-14
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment was made for services performed by Labor Relations Institute, Inc. pursuant to Campaign Consulting, Petition 10 RC 308565. Engaged to educate employees regarding exercising their rights to organize and collectively bargain. Hourly rate of $400.00 plus reasonable travel expenses.


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, 2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-07-08
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Platinum Golf Sponsorship - 4 rounds of golf. one year adverstising space on the Union's Social Media platforms. Tee sign on the course and a full page AD on the event book.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Clinton Johnson 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 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. Johnson through his regular paycheck. Mr. Johnson 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 (Oct. 2023 - Dec. 2023)
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/31/2023 - IT Expenses - Computer/Software (1/1/2023 - 12/31/2023) 12/12/2023 - Travel Expenses to CBS Nashville, Including car rental and Dinner and Quarterly Partnership Meals for the year


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Area Representative
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/31/2023 - IT Expenses - Computer/Software (1/1/2023 - 12/31/2023) 8/31/2023 - Travel Expenses to CBS Nashville, Including car rental


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union President
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/1/2023 - Telephone Expenses/ Payment (1/1/2023 - 12/31/2023) 12/1/2023 - Computer Expenses (1/1/2023 - 12/31/2023) 12/1/2023 - Office Expenses (1/1/2023 - 12/31/2023)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: OCU Secretary/Treasurer
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/31/2023 -- IT Expenses/Computer/Software (1/1/2023 - 12/31/2023) 12/31/2023 -- Funeral Arrangement, Travel Expenses to CBS Nashville, Including car rental, Q1 Partnership Breakfast, Q4 Partnership Breakfast, OCU President Retirement Breakfast


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/31/2023 - IT Expenses - Computer/Software (1/1/2023 - 12/31/2023) 9/26/2023 - Q1 Partnership Breakfast and OCU President Retirement Breakfast (3/28/2023 - 9/26/2023), Travel Expenses to CBS Nashville, Including car rental, and a Retirement Gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Communications Officer
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/31/2023 - IT Expenses - Computer/Software (1/1/2023 - 12/31/2023) 12/12/2023 - Travel Expenses to CBS Nashville, Including car rental and Dinner and Quarterly Meals


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Directing Business Representative
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
6/16/2023 - Room Rental for June 15-16 for Negotiations 9/8/2023 - Room Rental for Sep. 6-8 for Negotiations 4/20/2023 - Room Rental for Apr. 17-20 for Negotiations 10/19/2023 - Room Rental for Oct. 17-19 for Negotiations


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-11-15
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. Payment made was expenses and fees incurred that included customary rate for actual consulting days on site and reasonable travel expenses.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The SEA has been provided with dedicated office space totaling 121 sq. ft. valued at $8,575.27 and computer/phone equipment valued at $867.62.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Local has been provided with dedicated office space totaling 179 sq. ft. valued at $12,685.73 and computer/phone equipment valued at $1,735.24.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Local has been provided with dedicated office space totaling 280 sq. ft. valued at $1,761.83 and computer/phone equipment valued at $903.90.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Local has been provided dedicated office space totaling 243 sq. ft. valued at $6009.39 and computer/phone equipment valued at $4,882.12.


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:
2023 Independence Blue Cross Advisory Board Compensation - $12,500 2023 Independence Health Group Board of Director Compensation - $90,000


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-01-15
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Provide information to employees regarding rights and responsibilities under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Chairman of the Board/CEO
date_of_agreement: 2022-10-16
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This payment was made through Lowe's Home Centers, LLC's legal representative, Barnes & Thornburg, LLP, through an agreement reported by the Employer on an LM-10 for Fiscal Year 2022 filed in May 2023. Employer subsequently reimbursed Barnes & Thornburg, LLP for the payment referenced in Paragraph 11 above


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2022-10-19
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This payment was made through Lowe's Home Centers, LLC's legal representative, Barnes & Thornburg, LLP, through an agreement reported by the Employer on an LM-10 for Fiscal Year 2022 filed in May 2023. Employer subsequently reimbursed Barnes & Thornburg, LLP for the payment referenced in Paragraph 11 above.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Director-Labor Relations
explanation:
While traveling to New Orleans, Louisiana to educate employees and answer questions about union representation and their rights under the law, Labor Relations employee Erin Jensen charged, and Lowes paid for, travel, lodging, meals and other related expenses. The provision of this information for regular employees of Lowes while performing their regular and ordinary duties in providing information to fellow Lowes employees is without prejudice to the companys position that the information is not required by statute or regulation. The information is being submitted voluntarily on a non-precedential basis to avoid the time and burden associated with any potential dispute.


activity_code: ITEM 8.b.
activity_type: Payment
counterparty_position: Associate Relations Manager
explanation:
While traveling to New Orleans, Louisiana to educate employees and answer questions about union representation and their rights under the law, Associate Relations Manager Rockal Brown Archie charged, and Lowes paid for, travel, meals and other related expenses. The provision of this information for regular employees of Lowes while performing their regular and ordinary duties in providing information to fellow Lowes employees is without prejudice to the companys position that the information is not required by statute or regulation. The information is being submitted voluntarily on a non-precedential basis to avoid the time and burden associated with any potential dispute.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Chairman of the Board/CEO
date_of_agreement: 2022-10-16
form_agreement: Oral
explanation:
Lowe's Home Centers, LLC made a reportable agreement that qualifies under 8e through its counsel, Barnes & Thornburg LLP. No payments were made pursuant to this agreement during Lowe's Home Centers, LLC's 2022 Fiscal Year.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Vice President
date_of_agreement: 2022-10-19
form_agreement: Written*
explanation:
Lowe's Home Centers, LLC made a reportable agreement that qualifies under 8e through its counsel, Barnes & Thornburg LLP. No payments were made to this agreement during Lowe's Home Centers, LLC's 2022 Fiscal Year. Please note that Lowe's FY 2022 was from 1/29/2022 to 2/3/2023 but this Form would not allow these dates to be entered since they exceed 365 days.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Waymon Neal 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 Brewton Bleach Board facility, an employee is reimbursed for time and travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed to Mr. Neal through his regular paycheck. Mr. Neal was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefited both the Company and USW Local 0888.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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 2023 is estimated at $3,464.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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 2023 is estimated at $698.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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 2023 is estimated at $418.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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, fax, and computer in Wyoming, Michigan. The office space was used by BLET local chairmen, including Don Zatteau. The total value of the office and equipment during 2023 is estimated at $3,464.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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 2023 is estimated at $3,464.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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 2023 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: 2023-01-01
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 2023 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: 2023-01-01
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 2023 is estimated at $3,912.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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 2023 is estimated at $3,912.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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 2023 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: 2023-01-01
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 2023 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: 2023-01-01
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 2023 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: 2023-01-01
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 2023 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: 2023-01-01
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 2023 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: 2023-01-01
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 2023 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: 2023-01-01
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 2023 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: 2023-01-01
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 2023 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: 2023-01-01
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, mainframe CRT, mainframe printer, and fax in Hinton, West Virginia. The office space was used by SMART-TD local chairmen, including James Weiss, as well as BLET local chairmen. The total value of the office and equipment during 2023 is estimated at $2,158. $1,079 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a phone, mainframe CRT, mainframe printer, and fax in Hinton, West Virginia. The office space was used by BLET local chairmen, including Danny Mann, as well as SMART-TD local chairmen. The total value of the office and equipment during 2023 is estimated at $2,158. $1,079 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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") and the Transportation Communications International Union ("TCU"), was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by SMART-TD local chairmen, including Justin Treu, as well as BLET officials and TCU officials. The total value of the office and equipment during 2023 is estimated at $4,956. $1,652 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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") and the Transportation Communications International Union ("TCU"), was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by BLET local chairmen, including M.W. Carter, as well as SMART-TD local chairmen and TCU officials. The total value of the office and equipment during 2023 is estimated at $4,956. $1,652 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Transportation Communications International Union ("TCU"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET") and the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by TCU officials, including William Stocks, as well as BLET officials and SMART-TD local chairmen. The total value of the office space and equipment during 2023 is estimated at $4,956. $1,652 represents TCU's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
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 Peach Creek, West Virginia. The office space was used by SMART-TD local chairmen, including George Raines, as well as BLET local chairmen. The total value of the office and equipment during 2023 is estimated at $3,576. $1,788 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a phone and computer in Peach Creek, West Virginia. The office space was used by BLET local chairmen, including R.L Franklin, as well as SMART-TD local chairmen. The total value of the office and equipment during 2023 is estimated at $3,576. $1,788 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
date_of_agreement: 2023-07-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments covered the combined cost of snacks, beverages, and conference room space provided during labor and management meetings.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
date_of_agreement: 2023-05-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments on 5/11/23 and 12/14/23 covered the cost of meals provided during labor and management meetings. Payment on 8/23/23 covered the cost of food and beverages provided during a claims conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman
date_of_agreement: 2023-11-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment on 10/31/23 covered cost of food and beverages during meeting with CSX Labor Relations Department. Payment on 12/12/23 covered cost of meal provided during meeting with CSX Labor Relations Department.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman
date_of_agreement: 2023-03-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment on 3/23/23 covered cost of meal provided during meeting with CSX Labor Relations Department and other CSX managers. Payment on 8/23/23 covered cost of food and beverages provided during claims conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman
date_of_agreement: 2023-09-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
A portion of the payment on 9/22/23 ($69) covered cost of meal provided while traveling for CSX Family Day. The remaining payments covered mileage to and from CSX Family Day.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/24/2023 - Support of Irv R String Scholarship Fund 08/18/2023 - Sponsorship of Two Golfers in Annual Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-19
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Conference room including beverages and snacks during contract negotiations in January 2023. GD-OTS paid for entire cost of shared conference room for negotiations and did not share expenses with union. The total cost of the shared room was $3516. GD-OTS paid $1758 of the union's half of the shared conference room.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-10-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Conference room including beverages and snacks during contract negotiations in October 2023. GD-OTS paid for the entire cost of the shared conference room for negotiations and did not share expenses with the union. The total cost of the shared room was $2,862. GD-OTS paid $1,431 of the Union's half of the shared conference room.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: RIC representative
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/02/2023 - Per person cost for business meal at Hondos Steak house. Meal represented typical service provider expense used to conduct plan-related business. 05/22/2023 - 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. 05/25/2023 - Per person cost for business meal at Hyatt Regency Coconut. Meal represented typical service provider expense used to conduct plan-related business. 05/26/2023 - Per person cost for business meal at Hyatt Regency Coconut. Meal represented typical service provider expense used to conduct plan-related business. 09/15/2023 - Per person cost for business meal at Harryman House. Meal represented typical service provider expense used to conduct plan-related business. 12/01/2023 - Per person cost for business meal at Wegmans. Meal represented typical service provider expense used to conduct plan-related business.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: RIC representative
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/22/2023 - 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. 05/25/2023 - Per person cost for business meal at Hyatt Regency Coconut. Meal represented typical service provider expense used to conduct plan-related business. 05/26/2023 - Per person cost for business meal at Hyatt Regency Coconut. Meal represented typical service provider expense used to conduct plan-related business. 09/15/2023 - Per person cost for business meal at Harryman House. Meal represented typical service provider expense used to conduct plan-related business. 12/01/2023 - Per person cost for business meal at Wegmans. Meal represented typical service provider expense used to conduct plan-related business.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: ARW Retirement & Insurance Chair
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/02/2023 - Per person cost for business meal at Hondos Steak house. Meal represented typical service provider expense used to conduct plan-related business. 05/22/2023 - 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. 05/25/2023 - Per person cost for business meal at Hyatt Regency Coconut. Meal represented typical service provider expense used to conduct plan-related business. 05/26/2023 - Per person cost for business meal at Hyatt Regency Coconut. Meal represented typical service provider expense used to conduct plan-related business. 12/01/2023 - Per person cost for business meal at Wegmans. Meal represented typical service provider expense used to conduct plan-related business.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Savings Plan Committee member
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/22/2023 - 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. 05/23/2023 - Per person cost for business meal at Hyatt Regency Coconut. Meal 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: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/22/2023 - Pro-rata cost of client educational forum held by service provider and covering topics on all aspects of the retirement plan industry, including technology, participant behavior, new investment options, and industry trends. The forum was open to all clients of service provider, was attended by a substantial number of individuals with no relationship to a union, and all attendees were treated the same regardless of union affiliation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. per person cost for attending the MTC, Carpenter & MDA Apprenticeship Graduation 2. per person cost for attending the MTC Negotiations 8/21/2023 - 9/30/2023 (Snacks and Refreshments) 3. per person cost for attending the 40 Year Dinner 4. per person cost for attending the Supervisor Holiday Party


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent Boilermakers
date_of_agreement: 2023-08-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. per person cost for attending the MTC Negotiations 8/21/2023 - 9/30/2023 (Snacks and Refreshments)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Steward Clerks
date_of_agreement: 2023-08-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Per person cost for attending the MTC Negotiations 8/21/2023 - 9/30/2023 (Snacks and Refreshments


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President/Business Manager Electricians
date_of_agreement: 2023-02-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. per person cost for attending the MTC, Carpenter & MDA Apprenticeship Graduation 2. per person cost for attending the MTC Negotiations 8/21/2023 - 9/30/2023 (Snacks and Refreshments)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. per person cost for attending the MTC, Carpenter & MDA Apprenticeship Graduation 2. per person cost for attending the 40 Year Service Award Dinner 3. per person cost for attending the Supervisor Holiday Party


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Contractor
date_of_agreement: 2023-06-10
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Educating management in the operation of the National Labor Relations Act, and providing activities and advice, in connection with the Employer's position and response to a petition for an election and union organizing campaign involving F/T and Regular P/T production, maintenance, warehouse and shipping & receiving employees at BCI Acrylic, Inc.'s 1800 Industrial Drive and 1013 Technology Way facilities, including materials, presentations and group meetings concerning the NLRA and employee rights. $375.00 per hour plus travel time and expenses for each consultant provided. There is a $15,000 retainer to be paid for by the start of the campaign. This agreement covers campaign consulting up to and including the initial election dates directed or stipulated to by the company and the union. If the consultants are pulled off the campaign early they will be billed out at $375 per hour for every hour worked. Company shall provide air travel, rental car, hotel accommodations, meals, and reasonable business expenses as needed.


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:
Mr. Aldrich was provided 2 tickets ($245 each) to attend the Phillies game as a guest of PFM Asset Management LLC. The total cost includes food and beverage provided at the game.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Scheb was provided 2 tickets ($406 each) to attend the Philadelphia 76ers game as a guest of PFM Asset Management LLC. The total cost includes food and beverage provided at the game.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Bruce was a guest of PFM Asset Management at the Prime Rib restaurant on 4/25/2023. PFM Asset Management LLC provided a gold sponsorship, at the request of Mr. Bruce, for a golf tournament held by UA Local 322.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On 4/17/2023, Mr. Rowland was provided 2 tickets ($406 each) to attend the Philadelphia 76ers game as a guest of PFM Asset Management LLC. The total cost includes food and beverage provided at the game. on 9/21/2023, Mr. Rowland was provided 2 tickets ($295 each) to attend the Philadelphia Philles game as a guest of PFM Asset Management LLC. The total cost includes food and beverage provided at the game.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Trustee
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On 4/17/2023, Mr. Brodeur was provided 2 tickets ($406 each) to the Philadelphia 76ers game as a guest of PFM Asset Management LLC. The total cost includes food and beverage provided at the game. On 9/21/2023, Mr. Brodeur was provided 2 tickets ($295 each) to the Philadelphia Phillies game as a guest of PFM Asset Management LLC. The total cost includes food and beverages provided at the game.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Employee
date_of_agreement: 2023-01-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The employee accompanied the Company's government affairs manager when they lobbied state legislators regarding a prepared production incentive program. The employee attended the Pulp and Paperworkers' Resource Council, which is an organization that supports environmental matters in the pulp and paper industry.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Employee
date_of_agreement: 2023-02-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The employee attended the Pulp and Paperworkers' Resource Council and the Wood Fibre Council, which are organizations that support that paper industry.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-02-14
federal_work: Yes
form_agreement: Both
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): HKZMDBK2YM91
unlisted_agencies: Classified Agency
explanation:
Engaged independent labor consultant in response to union organizing activity to educate and communicate with employees about their and the Company's rights under applicable law, including the right or organize and bargain collectively. Terms were hourly rate plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Agreement
agencies: Defense Department, Defense Department, Defense Department
counterparty_position: President
date_of_agreement: 2023-04-12
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): TNXXNHC5NX55
explanation:
Engaged to educate hourly employees at the Company's Fossil Creek, TX, Oklahoma City, OK, and Okmulgee, OK facilities regarding their rights to organize and collectively bargain. Included payment to LRI Consulting Services, Inc. based on consulting days performed for the Company and reasonable travel and business expenses.


activity_code: ITEM 8.e.
activity_type: Agreement
agencies: Defense Department, Defense Department
counterparty_position: President
date_of_agreement: 2023-08-23
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): TNXXNHC5NX55
explanation:
Engaged to educate hourly employees at the Company's Fossil Creek, TX facility regarding their rights to organize and collectively bargain. Included payment to LRI Consulting Services, Inc. based on consulting days performed for the Company and reasonable travel and business expenses.


activity_code: ITEM 8.e.
activity_type: Agreement
agencies: Defense Department
counterparty_position: President
date_of_agreement: 2023-09-22
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): TNXXNHC5NX55
explanation:
Engaged to educate hourly employees at the Company's Northpoint facility in Houston, TX regarding their rights to organize and collectively bargain. Included payment to LRI Consulting Services, Inc. based on consulting days performed for the Company and reasonable travel and business expense.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Treasurer
date_of_agreement: 2023-11-13
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
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: President
date_of_agreement: 2023-12-15
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ocean Casino Resort retained American Labor Group to provide information to employees participating in an NLRB representation election regarding the NLRB election process and facts relating to union representation, union membership and the collective bargaining process.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/05/2023: Other - Raffle for the Cement Masons picnic 12/08/2023: Other - Raffle for the Cement Masons Holiday party


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11/09/2023: Entertainment Sales or Marketing 01/05/2023: Entertainment Sales or Marketing ($62 & $11) & Other - Parking ($6) 9/29/2023: Business Meal Sales or Marketing


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Assistant
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/13/2023; 08/27/2023; 3/10/2023: Entertainment - Sales or Marketing 12/13/2023; 3/10/2023: Business Meal Sales or Marketing 8/14/2023; 7/8/2023: Donation for union sponsored charity 8/13/2023: Sports Event Sales or Marketing


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/27/2023: Other - Sponsorship Oregon State Building & Constructions Trades Convention 09/24/2023: Other - Raffle for Oregon State Building Construction Trades Convention


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:
Item 1 - Company paid to enter foursome of golfers in union golf outing Items 2-3 Company paid meals to Guidice in connection with management meetings and labor negotiations


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 2023 NABTU National Legislative Conference. The sponsorship provided that the firm's name and logo would be displayed in the conference space. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
O'Donoghue & O'Donoghue LLP made a contribution to the Eastern Atlantic States Carpenters Scholarship Fund. 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 Platinum Sponsorship for the Local 2 Golf Outing, the proceeds of which are donated for diabetes research. The purchase included recognition at a dinner, the name of the firm on a banner, and participation in the golf outing. 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 Cigar Sponsorship for a golf tournament that benefitted Toy Box Connection and Mooseheart 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 Platinum Sponsorship for a golf outing, the proceeds of which benefit the Patrick D. Finley Scholarship Fund. The sponsorship included signage and the ability to participate in the golf outing. 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 Bar Sponsorship for a golf outing, the proceeds of which benefit Camp "I Am Me," a non-profit burn camp for kids and its sponsor, the Illinois Fire safety Alliance. 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 purchased a Transportation Sponsorship for the Inaugural UA Scholarship Trust Golf and Clay Shoot Fundraiser, the proceeds of which benefit the UA Scholarship Trust Fund. 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. 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 IUEC Golf Outing, the proceeds of which benefit the Toy Box Connection Children's Connection. The sponsorship included dinner recognition, the firm's name on a banner, and the ability to participate in the golf outing. 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 purchased an advertisement for the program book that was distributed at a dinner and dance that benefitted the Thomas J.McNulty Scholarship Fund. 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 Clay Shooting Sponsorship. The sponsorship included the firm's name being included in the agenda for the event. 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 purchased a full page advertisement for the Commemorative Program that was distributed to guests of the Daniel E. Stepano retirement dinner, as well as a table of 10 for the dinner itself. 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 purchased a Cast Iron Sponsorship for the Local 5 Family and Friends Picnic. 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 Platinum Sponsorship for an advertisement book that was distributed to guests at Teamsters Unity Day. The sponsorship included a full page ad in the book. 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 Beverage Cart Sponsorship for the 6th 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 foursome for a golf tournament, the proceeds of which benefit the International Union of Bricklayers and Allied Craftworkers Disaster Fund. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Check payment dated 02/21/2023: Columbia Management Investment Advisers paid $5,000 for Sponsorship of Breakfast at New York City Building Trades 2023 Winter Conference. Check payment dated 11/07/2023: Columbia Management Investment Advisers paid $5,000 for Sponsorship of Breakfast at New York City Building Trades 2024 Winter Conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Senior Member Benefits Advocate
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The above referenced tickets were to a Washington Capitals vs. Chicago Blackhawks NHL game held on March 23rd, 2023 at the Capital One Arena in Washington, D.C. Capital One made these tickets available to Union Plus, our credit card partner, for relationship building purposes. Union Plus requested that Capital One distribute those tickets directly to Ms. Marcus. The above referenced meals expense is a pro-rata share estimate for 2 attendees out of the 30 present at the event on March 23rd, 2023.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
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 $12,084.00.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Labor Relations Consultant
date_of_agreement: 2023-08-30
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment to represent the Company to negotiate the collective bargaining agreement for our factory in Hammond, Indiana.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Union Chairman - IAM District 8
date_of_agreement: 2023-01-01
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 - $24.10/sq. ft.


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 2023


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 2023


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment $2,495 Registration to attend Investment Education Symposium, Royal Sonesta New Orleans, New Orleans, LA, February 15-17, 2023


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 light pole banner sponsorship, 67th Annual Commemorative Light Pole Banner, St. Patrick's Day Parade. 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 $1,000 Georgia Carolinas Pipe Trades Convention; July 23 - 28, 2023; Sea Pines Resort on Hilton Head Island


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#28508; Dec 12, 2023; Cement Mason's Local 502 Union Hall; 739 South 25th Avenue, Bellwood Illinois


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2002-09-03
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments are for administrative services provided to filing employer and endorsement fees for retirement products previously sold to members of the union with the endorsement and assistance of the union and a wholly owned subsidiary of the union, pursuant to a written agreement between the union, the subsidiary, and the filing employer.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2014-07-15
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments are for administrative services provided to subsidiary of filing employer and endorsement fees for retirement products sold to members of the union with the endorsement and assistance of the union and a wholly owned subsidiary of the union, pursuant to a written agreement between the subsidiary and the filing employer.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were for fees and reimbursement of expenses at State union meetings or local union workshops.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Executive Director
date_of_agreement: 2017-01-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments are for administrative services provided to filing employer and endorsement fees for HRA products provided to members of the union with the endorsement and assistance of the union and a wholly owned subsidiary of the union, pursuant to a written agreement between the union, the subsidiary, and the filing employer.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were for fees and reinbursement of expenses at State union meetings or local union workshops.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment was for fees and reimbursement of expenses at State union meetings or local union workshops.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsored lunch for 125 people at the CSX/International Association of Machinists District Lodge union meeting.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Advertising in the Brotherhood of Locomotive Engineers & Trainmen Time book issued for the year 2023.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-24
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsored luncheon for 30 people at the of Brotherhood of Locomotive Engineers & Trainmen Technology Resources Center of Minnesota Breakfast and BBQ Dinner.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsored a dinner for 130 people at the Brotherhood of Railroad Signalmen General Chairman meeting.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsored lunch for 45 people at the Brotherhood Of Locomotive Engineers and Trainmen / Union Pacific Railway General Chairman's meeting.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-24
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsored luncheon for 125 people at the BNSF/ Brotherhood of Locomotive Engineers & Trainmen at the BNSF Division meeting.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Dinner for 45 people at the International Association of Machinists and Aerospace North American Transportation Conference.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-26
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship for luncheon for 70 people at the Burlington Northern / MRL General Committee of Adjustment meeting.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 1993-03-01
form_agreement: Written*
explanation:
The National Railway Labor Conference (NRLC) is a not-for-profit association that represents member railroads in dealing with organized labor. The National Carrier's Conference Committee ("NCCC" or "railroads") of the NRLC and a corresponding committee of labor executives (the "Cooperating Railway Labor Organizations" or "CRLO") jointly administer a collectively bargained multi-employer welfare benefit plan. This plan provides medical benefits for rail employees. In 1993, the railroad and unions agreed that the railroads would provide the CRLO with specified funding for a labor-designated administrator to support the CRLO in carrying out it's responsibility to administer the plan. Effective 01/01/2023 the current CRLO administrator is employed by the Transportation Communications Union. Pursuant to the 1993 agreement, the NRLC disburses monthly payments to CRLO-TCU as a reimbursement for the expense to the employee.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-07
explanation:
Sponsorship for meals the 2021 Brotherhood of Locomotive Engineers & Trainmen Western Regional Meeting.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-14
explanation:
Sponsored meals at the 2021 Brotherhood of Locomotive Engineers & Trainmen Eastern Regional Meeting.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-08
explanation:
Sponsored Lunch at the Brotherhood of Locomotive Engineers & Trainmen's General Chairman's Association meeting for 60 people.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-27
explanation:
Sponsored lunch at the Brotherhood of Locomotive Engineers & Trainmen General Chairman's meeting for 80 people.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Treasurer
date_of_agreement: 2022-09-19
form_agreement: Oral
explanation:
Inform and educate employees about their rights, duties and responsibilities as they pertain to the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsored lunch for 50 people at the Brotherhood of Locomotive Engineers & Trainmen CA State Legislative Board Luncheon.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2022-03-31
explanation:
Advertising in the Brotherhood of Locomotive Engineers & Trainmen Time book issued for the year 2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/ Treasurer
date_of_agreement: 2022-08-26
explanation:
Sponsorship for lunch at the American Train Dispatchers Association System Training meeting for 46 people at Walt Disney World.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/ Treasurer
explanation:
Sponsorship of the Brotherhood of Locomotive Engineers & Trainmen breakfast at the Illinois State Legislative Meeting.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship of breakfast and lunch for the Brotherhood of Locomotive Engineers & Trainmen Union Pacific Western Lines meeting for 50 people.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship of luncheon at the Brotherhood of Locomotive Engineers & Trainmen General Chairmans meeting for 40 people.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsored breakfast at the International Association of Machinists and Aerospace Workers meeting for 140 people.


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.


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 regarding exercising their rights to organize and collectively bargain at our Whitestown, IN facility.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-11-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Consulting firm retained to support the employer during the union organizing at San Antonio location.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-02-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for registration for attendance at USW D.C. Fly-In in Washington, D.C. 02/03/2023 - 02/10/2023. International Paper provided payment for travel, lodging, meals for attendance at the USW D.C. Fly-In in Washington, District of Columbia from 04/26/2023 to 04/28/2023. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (Sept.) in Atlanta, Georgia from 09/13/2023 to 09/14/2023. International Paper provided payment for meals, conference meals for attendance at the Mill Joint Healthcare Committee in Memphis, Tennessee from 09/19/2023 to 09/20/2023. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (Dec.) in Baton Rouge, Louisiana from 12/05/2023 to 12/08/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-17
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 Planning Meeting (JAN.) in Memphis, Tennessee from 01/17/2023 to 01/18/2023. International Paper provided payment for travel, lodging, meals for attendance at the USW Health and Safety Conference in Pittsburg, Pennsylvania from 04/16/2023 to 04/20/2023. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Planning Meeting (JULY) in Georgetown, South Carolina from 07/18/2023 to 07/20/2023. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Planning Meeting (Nov.) in Prattville, Alabama from 11/14/2023 to 11/16/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-17
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 Planning Meeting (JAN.) in Memphis, Tennessee from 01/17/2023 to 01/18/2023. International Paper provided payment for travel, lodging for attendance at the Human Organizational Performance Training in Memphis, Tennessee from 04/24/2023 to 04/28/2023. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Planning Meeting (JULY) in Georgetown, South Carolina from 07/18/2023 to 07/20/2023. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Planning Meeting (Nov.) in Prattville, Alabama from 11/14/2023 to 11/16/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-04-26
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 D.C. Fly-In in Washington, District of Columbia from 04/26/2023 to 04/28/2023. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (June) in Atlanta, Georgia from 06/12/2023 to 06/16/2023. PPRC Registration 06/12/2023 - 06/13/2023. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (Sept.) in Atlanta, Georgia from 09/13/2023 to 09/14/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel for attendance at the USW Health and Safety Conference in Pittsburg, Pennsylvania from 04/16/2023 to 04/20/2023. International Paper provided payment for travel, lodging, meals for attendance at the Governor&apos;s Labor Management Conference in Orange Beach, Alabama from 06/04/2023 to 06/06/2023. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Planning Meeting (JULY) in Georgetown, South Carolina from 07/18/2023 to 07/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Negotiation Committee
date_of_agreement: 2023-02-19
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 Master Bargaining (NON-EE EXPENSES ONLY) in San Antonio, Texas from 02/19/2023 to 02/25/2023. International Paper provided payment for meals, conference meals for attendance at the Converting Joint Healthcare Committee in Memphis, Tennessee from 09/18/2023 to 09/19/2023. International Paper provided payment for meals, conference meals for attendance at the Mill Joint Healthcare Committee in Memphis, Tennessee from 09/19/2023 to 09/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-03
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 (Feb.) in Atlanta, Georgia from 02/03/2023 to 02/10/2023. PPRC Registration (receipt needed) 02/03/2023 - 02/10/2023. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Healthcare Committee in Memphis, Tennessee from 09/19/2023 to 09/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-04-26
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 D.C. Fly-In in Washington, District of Columbia from 04/26/2023 to 04/28/2023. PPRC Registration Fee (DC Fly-In) 04/26/2023 - 04/28/2023. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resource Council (June) in Atlanta, Georgia from 06/12/2023 to 06/16/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-03
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 (Feb.) in Atlanta, Georgia from 02/03/2023 to 02/10/2023. PPRC Registration 02/03/2023 - 02/10/2023. International Paper provided payment for meals, conference meals for attendance at the Mill Joint Healthcare Committee in Memphis, Tennessee from 09/19/2023 to 09/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-07-18
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 Health and Safety Planning Meeting (JULY) in Georgetown, South Carolina from 07/18/2023 to 07/20/2023. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Planning Meeting (Nov.) in Prattville, Alabama from 11/14/2023 to 11/16/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-06-07
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 10/10/2023 to 10/11/2023. International Paper provided payment for travel, lodging, meals for attendance at the Mill Joint Health and Safety Planning Meeting (Nov.) in Prattville, Alabama from 11/14/2023 to 11/16/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: 0
date_of_agreement: 2023-06-07
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 Memphis, Tennessee from 06/07/2023 to 06/08/2023. International Paper provided payment for travel, lodging, meals for attendance at the Converting Joint Health and Safety Committee (OCT.) in Memphis, Tennessee from 10/10/2023 to 10/11/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Member
date_of_agreement: 2023-01-17
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 Planning Meeting (JULY) in Georgetown, South Carolina from 07/18/2023 to 07/20/2023. International Paper provided payment for meals for attendance at the Mill Joint Health and Safety Planning Meeting (Nov.) in Prattville, Alabama from 11/14/2023 to 11/16/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-06-07
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 Memphis, Tennessee from 06/07/2023 to 06/08/2023. International Paper provided payment for lodging, meals for attendance at the Converting Joint Healthcare Committee in Memphis, Tennessee from 09/18/2023 to 09/19/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Coordinator
date_of_agreement: 2023-04-16
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 and Safety Conference in Pittsburg, Pennsylvania from 04/16/2023 to 04/20/2023. International Paper provided payment for registration for attendance at USW Health and Safety Conference in Pittsburgh, PA. 04/16/2023 - 04/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Representative
date_of_agreement: 2023-02-19
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for lodging, meals, conference meals for attendance at the Mill Master Bargaining (NON-EE EXPENSES ONLY) in San Antonio, Texas from 02/19/2023 to 02/25/2023. May Attendance Policy Negotiation Meeting 05/15/2023 - 05/18/2023. June Attendance Policy Negotiation 06/20/2023 - 06/23/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-02-03
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 (Feb.) in Atlanta, Georgia from 02/03/2023 to 02/10/2023. Conference Registration Fee for Carr and Story 02/03/2023 - 02/10/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-02-03
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 (Feb.) in Atlanta, Georgia from 02/03/2023 to 02/10/2023. PPRC Registration - Feb. 02/03/2023 - 02/10/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-03
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 (Feb.) in Atlanta, Georgia from 02/03/2023 to 02/10/2023. Phone charger 02/05/2023 - 02/05/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Member
date_of_agreement: 2023-02-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
USW D.C. Fly -In registration 02/03/2023 - 02/10/2023. International Paper provided payment for for attendance at the USW D.C. Fly-In in Washington, District of Columbia from 04/26/2023 to 04/28/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-17
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 Planning Meeting (JULY) in Georgetown, South Carolina from 07/18/2023 to 07/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-07-18
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 Health & Safety Planning Meeting (JULY) in Georgetown, South Carolina from 07/18/2023 to 07/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Member
date_of_agreement: 2023-09-18
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 Converting Joint Healthcare Committee in Memphis, Tennessee from 09/18/2023 to 09/19/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-17
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 Planning Meeting (JAN.) in Memphis, Tennessee from 01/17/2023 to 01/18/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-04-26
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 in Memphis, Tennessee from 09/19/2023 to 09/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Advocate
date_of_agreement: 2023-11-14
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 & Safety Planning Meeting (Nov.) in Prattville, Alabama from 11/14/2023 to 11/16/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-04-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
International Paper provided payment for travel, meals, event tickets for attendance at the USW Health and Safety Conference in Pittsburg, Pennsylvania from 04/16/2023 to 04/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-04-16
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 Governor&apos;s Labor Management Conference in Orange Beach, Alabama from 06/04/2023 to 06/06/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2023-06-04
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 Governor's Labor Management Conference in Orange Beach, Alabama from 06/04/2023 to 06/06/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Representative
date_of_agreement: 2023-02-19
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 Master Bargaining (NON-EE EXPENSES ONLY) in San Antonio, Texas from 02/19/2023 to 02/25/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Chief Steward
date_of_agreement: 2023-09-18
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 Joint Healthcare Committee in Memphis, Tennessee from 09/18/2023 to 09/19/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-04-16
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 and Safety Conference in Pittsburg, Pennsylvania from 04/16/2023 to 04/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Union Representative
date_of_agreement: 2023-09-19
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 in Memphis, Tennessee from 09/19/2023 to 09/20/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Steward
date_of_agreement: 2023-04-26
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 D.C. Fly-In in Washington, District of Columbia from 04/26/2023 to 04/28/2023.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a donation to the Monroe Plumbers & Pipefitters Local 671 Benefit Dinner for Mike Pete to promote client retention.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a meal served during a meeting with IBEW Local 7 Union members.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a dinner meeting with UA Local 166 Union Trustees.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This is being reported because it is in excess of the $250 de minimis exception. This was a donation to the Plumbers & Steamfitters Local 7 Charity Golf Tournament to promote client retention.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-12-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment to Upper Valley Grace Gardens, 6709 Westside Dr. El Paso, Tx 79932 for SMART-TD LOCAL 18 Christmas party. Payment to FNI Music Entertainment, 915-731-0300, for music entertainment for SMART-TD LOCAL 18 Christmas party.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Make-Up and Hair Stylist Guild is a union representing make-up and hair stylists in the motion picture and television industry. The Guild helps to facilitate the delivery of digital and physical screeners of awards-eligible films to Guild members. The Guild presents awards to their members at an annual dinner and awards ceremony for which ticket purchases and contributions are paid to the Guild. Promotional advertisements for films are placed in the Guilds trade magazine "The Artisan", and fees for the advertisements are paid to the Guild (through IngleDodd Publishing).


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Art Directors Guild is a union representing Art Directors, Graphic Artists, Illustrators, Matte Artists, Model Makers, Production Designers, Scenic Artists, Set Designers and Title Artists in the motion picture and television industry. The Guild helps to facilitate the delivery of digital and physical screeners of awards-eligible films to Guild members. Promotional advertisements for films are placed in the Guilds trade magazine Perspective, and fees for the advertisements are paid to the Guild (through IngleDodd Publishing).


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Costume Designers Guild (CDG) is Local 892 of the International Alliance of Theatrical and Stage Employees (I.A.T.S.E.). The Guild represents Costume Designers, Assistant Costume Designers and Costume Illustrators working at the highest levels of skill and expertise in motion pictures, television and commercials. The Guild helps to facilitate the delivery of digital and physical screeners of awards-eligible films to Guild members. The Guild presents awards to their members at an annual dinner and awards ceremony for which ticket purchases and contributions are paid to the Guild. Promotional advertisements for films are placed in the Guilds trade magazine "The Costume Designer", and fees for the advertisements are paid to the Guild (through IngleDodd Publishing).


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
IATSE 695 is a union representing Production Sound and Video Engineering and Studio Projection in the motion picture and television industry. The Guild helps to facilitate the delivery of digital and physical screeners of awards eligible films to Guild members. Promotional advertisements for films are placed in the Guilds trade magazine Production Sound & Video Digital Magazine, and fees for the advertisements are paid to the Union (through IngleDodd Publishing).


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 2023 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 2023 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 2023 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, Boilermakers Local Lodge 212
date_of_agreement: 2017-04-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Honeywell provided the union an in-plant office and office equipment in 2023 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 2023 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.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-06-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company donated Cliffs' branded merchandise (golf balls, shirts, and other trinkets) to USW Local 1011 to be given away as prizes at a Union sponsored golf fundraising events.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, Local 979
date_of_agreement: 2022-04-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments 1-4 are fees for rental of training facilities and office space owned by USW Local 979. Payments 5-7 are to sponsor 44 employees of the Company to participate in a golf outing hosted by USW Local 979 (the payments covered the entry fee for each participant in the outing).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-03-30
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
To sponsor a team of four Company employees to participate in golf outing fundraiser hosted by USW Local 1-346.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-08-02
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company and USW Local 1688 jointly sponsored a golf tournament for employees and this payment reflects the Company's contribution to the expenses incurred in hosting the event.


activity_code: ITEM 8.e.
activity_type: Agreement
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. There were no payments made in 2023 under this agreement.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Provided Igloo cooler for giveaway in union raffle. 2) Provided Maglite flashlights as a table giveaway at event.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Payment made to Staples for give away items for the IBEW event at Turning Stone. 2) Payment made to Staples for Principal polo for IBEW event. 3) Payment to Upstate Tavern Casual American restaurant for dinner with IBEW members after the daytime meeting.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Invited guests from Plumbers and Steamfitters to the Principal suite at the Iowa Wild hockey game at Wells Fargo arena. The cost included ticket, food, and drink for attendees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Charity (Directors Guild Foundation)
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donation/Sponsorship to a Director's Guild Foundation event (DGA Foundation Golf Tournament) which was made to the bona fide 501c3 Charity and not to an individual.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Charity (UFCW Charity Foundation)
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donation to a UFCW Charity Foundation Event (Wynn Charity Golf Classic), which was made to the bona fide 501c3 Charity and not to an individual.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Charity (UFCW Local 371 Community Charity Inc)
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donation to a UFCW Local Community Charity Inc. event (UFCW Local 371 Brian A Petronella Memorial Golf Tournament), which was made to the bona fide 501c3 Charity and not to an individual.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2023-02-27
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Consultant was engaged to provide services during a union organizing campaign of physicians at Mercy Hospital, including facts on organizing and employee rights. Consultant was paid an hourly rate of $450 for her services. The consulting fee was paid to consultant. Given the services provided, this report is required to be made.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Owner
date_of_agreement: 2023-02-27
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Consultant was engaged to provide services during a union organizing campaign of physicians at Mercy Hospital, including facts on organizing and employee rights. Consultant was paid an hourly rate of $450 for her services. The consulting fee was paid to consultant's company. Given the services provided, this report is required to be made.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Consultant
date_of_agreement: 2023-06-21
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Specific assistance included educating drivers about their rights under the NLRA to form or join a union or refrain from such activity and the processes and issues involved in collective bargaining. Charges incurred were billed at the rate of $3,500 per day, plus reasonable and ordinary expenses such as travel, lodging and food.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Consultant
date_of_agreement: 2023-10-23
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Specific assistance included educating drivers about their rights under the NLRA to form or join a union or refrain from such activity and the processes and issues involved in collective bargaining. Charges incurred were billed at the rate of $400 per hour, plus reasonable and ordinary expenses such as travel, lodging, and food.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Consultant
date_of_agreement: 2023-09-11
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Specific assistance included educating drivers about their rights under the NLRA to form or join a union or refrain from such activity and the processes and issues involved in collective bargaining. Charges incurred were billed at the rate of $3,750 per day, plus reasonable and ordinary expenses such as travel, lodging, and food.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Consultant
date_of_agreement: 2023-02-01
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Specific assistance included educating drivers about their rights under the NLRA to form or join a union or refrain from such activity and the processes and issues involved in collective bargaining. Charges incurred were billed at the rate of $3,500 per day, plus reasonable and ordinary expenses such as travel, lodging, and food.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2023-09-06
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 Picnic held on September 24, 2023. The check totaling $300 covered the cost of entertainment. 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 Agent
date_of_agreement: 2023-04-11
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 29, 2023. The checks totalling $1,000 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: Busness Manager
date_of_agreement: 2023-05-09
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 Peter A. Reilly, Jr. Scholarship Golf Tournament held on July 10, 2023. The checks totaling $1,800 covered the cost of golf, lunch and dinner for four (4) individuals as well as 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: 2023-05-11
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 10, 2023. The checks totaling $1,100 covered the cost of four (4) individuals as well as a Tee 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: Regional Manager
date_of_agreement: 2023-06-16
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 100th Anniversary Dinner Dance held on October 14, 2023. The check totaling $500 covered the cost of a half page ad. 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: 2023-09-14
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 Retirement Celebration for Mark Buono held on October 28, 2023. The check totaling $1,070 covered the cost of a full page ad and two (2) tickets. 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
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1,) Annual Reception 2023 - Table and Advertisement 2) 2023 Golf Outing - Golf, Dinner, Advertisement


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1.) 118th Annual Convention Sponsor 2.) 2023 Website Sponsorship 3.) Advertising Directory Renewal 2023


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/20/2023 - McMorgan made a donation to the organization's 14th Annual Health Fair held on October 7, 2023.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
11/28/2023 - McMorgan's donation to the organization helped defray the costs of the organization's Holiday Open House held on December 12, 2023. 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:
02/14/2023 - McMorgan sponsored the organization's conference held between April 19 - 21, 2023. As an exhibitor sponsor, display space and recognition throughout the event was included. 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:
06/01/2023 - McMorgan was a "Title" level sponsor for the organization's golf tournament held on August 5, 2023. 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:
05/16/2023 - McMorgan was a sponsor was for organization's 9th District Progress Meeting held between July 24 - 28th, 2023. 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:
09/28/2023 - McMorgan made a donation to the organization's Annual Picnic held on September 23, 2023. No McMorgan employees attended the event. Payment was made by check. 04/06/2023 - McMorgan was a tee box sponsor at the organization's golf tournament held on April 7, 2023. Sponsorship included name and logo on tee box. 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:
07/13/2023 - McMorgan was a "Cigar" level sponsor for the organization's charity fundraising event held on August 14, 2023. 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:
03/23/2023 - McMorgan was a "Gubernational" level sponsor for the organization's 2023 NABTU Conference held between April 23 - 26, 2023. Sponsorship included McMorgan's name and log to be displayed in conference space and on NABTU's website. One exhibition booth and 6 attendee registration was included. 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:
08/10/2023 - McMorgan was a "Friend of Labor" level sponsor for the organization's Labor Day Celebration held on September 4, 2023. 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:
10/05/2023 - McMorgan was a Diamond Level sponsor for the organization's 60th Anniversary event held on October 25, 2023. 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:
09/07/2023 - McMorgan was a "Hole" sponsor for the organization's golf tournament held on September 27, 2023. Sponsorship included name on all sponsor recognition, invitation to all hospitality events, breakfast and lunch on convention days and a vendor table. 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:
07/13/2023 - McMorgan was a hole sponsor at the organization's charity golf event held on August 21, 2023. 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:
01/12/2023 - McMorgan was a "Gold" level sponsor at the organization's event held on February 16, 2023. Sponsorship included four participants, recognition at the event, promotional items, and lunch. One McMorgan employee 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:
04/26/2023 - McMorgan was a "Silver" level sponsor at the organization's 30th Annual Harry Hettenback Memorial Golf Tournament held on June 11, 2023. Sponsorship included 1 entry and sign recognition at the event. 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:
07/26/2023 - McMorgan was a "Bronze" level sponsor for the organization's inaugural golf tournament held on August 8, 2023. As a bronze level sponsor, one golf spot and tee recognition was included. 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:
03/23/2023 - McMorgan made a donation to the organization's golf tournament held on April 28, 2023. No McMorgan employees attended the event. Payment was made by check. 11/09/2023 - McMorgan made a donation to the organization's annual holiday party held on December 8, 2023. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: none
date_of_agreement: 2023-06-21
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: "Little Friends, Inc.". $600 - Golf foursome for annual golf outing. Check made payable to: "Little Friends, Inc.".


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-23
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$280.00 - 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 later reimbursed by the Firm. $1,099.98 - Donated two television sets for golf outing raffle. These items were purchased by an employee who was later reimbursed by the Firm.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-27
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$250 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
counterparty_position: Business Manager
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/08/2023 - Lunch meeting $22.25 02/10/2023 - Cubs ticket $175.97 04/19/2023 - Lunch meeting $29.86 06/19/2023 - Lunch meeting $26.14 07/19/2023 - Lunch meeting $28.54 07/31/2023 - Lunch meeting $26.18 08/28/2023 - Lunch meeting $ 48.78 09/27/2023 - Wedding gift $399.00


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:
$300.00 - Donation to annual event. Check made payable to: "The Stephen Pocztowski Memorial Scholarship Fund".


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/08/2023 - Lunch meeting $22.25 02/10/2023 - Cubs ticket $175.97 04/19/2023 - Lunch meeting $29.86 07/19/2023 - Lunch meeting $28.54 07/24/2023 - Lunch meeting $17.56 07/31/2023 - Lunch meeting $26.18 08/28/2023 - Lunch meeting $48.78 09/11/2023 - Lunch meeting $26.87 10/04/2023 - Lunch meeting $18.13 11/20/2023 - Lunch meeting $18.91


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Paid $1,800 in support of Sheet Metal Workers International Association Scholarship Fund Annual Dinner Dance. Paid $500 in support of Sheet Metal Workers International Association Scholarship Fund Annual Dinner and Dance.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Paid $500 in support of the Construction Industry Workers Charitable Foundation Annual March Madness Fundraiser Event.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Paid in support of OE324 Solidarity Ride and Car/Bike Show - proceeds going to the IUOE Local 324 Retiree Club.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-09-25
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 per hour, plus reasonable travel expenses


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-10-18
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
See attached Engagement Letter. Engaged to educate employees regarding exercising their rights to organize and collectively bargain.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Labor Consultant
date_of_agreement: 2023-07-31
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Rate of $0-450 per hour, plus reasonable expenses. Lev Labor providing services to assist JHF regarding the election of a proposed unit of workers that involved creamery/cheese production, cellar/affinage, quality assurance, maintenance and fulfillment operations.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 1999-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Historically, the Company has provided office space at its energy centers for representatives of IUOE Local 148 to conduct union business related to their representation of employees. Local 148 members catered Callaway's return to service event in exchange for the donation to the Local 148 charity fund.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The firm provided the following legal services at no cost to the Union: 08/25/2023 - the firm met with Union President, Ricky Brooks, to discuss Union business. Hrs. of legal services provided by the firm =3; Estimated cost of legal services = $750. 08/29/2023 - the firm represented the Union in an Arbitration for the discipline of a Union member. The grievance settled during scheduled arbitration. Hrs. of legal services provided by the firm =4; Estimated cost of legal services = $1,000.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The firm provided the following legal services at no cost to the Union: 6/20/2023 - the firm met with the union to discuss Union business. Hrs. of legal services provided by the firm =2; Estimated cost of legal services = $500. 6/22/2023 - the firm represented the Union in an Arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the arbitration and preparation of a brief to the arbitrator. Hrs. of legal services provided by the firm =8; Estimated cost of legal services = $2,000. 10/31/2023 - the firm met with the union to discuss Union business. Hrs. of legal services provided by the firm =2; Estimated cost of legal services = $500. 11/01/2023 - the firm represented the Union in an Arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the arbitration and preparation of a brief to the arbitrator. Hrs. of legal services provided by the firm =8; Estimated cost of legal services = $2,000. 11/06/2023 -the firm met with the union to discuss Union business. Hrs. of legal services provided by the firm =2; Estimated cost of legal services = $500. 11/07/2023 - the firm represented the Union in an Arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the arbitration and preparation of a brief to the arbitrator. Hrs. of legal services provided by the firm =8; Estimated cost of legal services = $2,000. The following represents entertainment of client or sponsorship of a client -related event: 08/09/2023 - the firm made a donation towards the Unions Scholarship Fund Golf Tournament = $ 1,500.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The firm provided the following legal services at no cost to the Union: 05/11/2023 - the firm met with the union to discuss Union business. Hrs. of legal services provided by the firm =3; Estimated cost of legal services = $375. 05/12/2023 - the firm represented the Union in an Arbitration for the terminations of a Union members. Hrs. of legal services provided by the firm =4; Estimated cost of legal services = $1,000. 08/07/2023 - the firm met with the union to discuss Union business. Hrs. of legal services provided by the firm =2; Estimated cost of legal services = $500. 08/08/2023- 08/09/2023 - the firm represented the Union in an Arbitration for the terminations of Union members. Hrs. of legal services provided by the firm =16; Estimated cost of legal services = $4000. This arbitration had to be continued for the following dates 01/24-26/2024. 09/21/2023 - the firm met with the union to discuss Union business. Hrs. of legal services =3; Estimated cost of legal service =$375. 09/22/2023 - the firm represented the Union in an Arbitration for the terminations of a Union members. Hrs. of legal services provided by the firm =8; Estimated cost of legal services = $2000. 10/02/2023 - the firm participated in a conference call with a Union member regarding this grievance. Hrs. of legal service =2; Estimated cost =$500. 10/03/2023 - the firm represented the Union in an Arbitration for the termination of a Union member. Hrs. of legal services provided by the firm =6; Estimated cost of legal services = $1500. 11/13/2023 - the firm participated in a conference call with a Union member regarding this grievance. Hrs. of legal service =2; Estimated cost =$500. 11/15/2023 - the firm represented the Union in an Arbitration for the termination of a Union member. Hrs. of legal services provided by the firm =7; Estimated cost of legal services = $1750.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The firm provided the following legal services at no cost to the Union: 03/24 - the firm met with the union to discuss Union business. Hrs. of legal service =2; Estimated cost =$500. 04/17/2023 - the firm provided legal services that consisted in preparation for an Arbitration. Hrs. of legal service =3.5; Estimated cost =$875. 04/18/2023 - the firm represented the Union in an Arbitration for the termination of a Union member that concluded in a continuance. Hrs of legal services provided by the firm = 8; Estimated cost of legal services =$2,000. 06/05/2023 -the firm provided legal services that consisted in preparation for a continued termination Arbitration. Hrs. of legal service =4; Estimated cost =$200. 06/07/2023 - the firm represented the Union in a continued arbitration for a termination. This includes legal services for presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm: 8; Estimated cost of legal services =$2,000. 08/28/2023 - the firm provided legal services that consisted in preparation for an Arbitration. Hrs. of legal service =3; Estimated cost =$750 08/30/2023 - the firm represented the Union in an Arbitration for a Seniority and Qualifications Grievance. Legal services consisted of preparation for and presentation at the Arbitration and preparation of a brief to the arbitrator. Hrs. of legals services provided by the firm = 8; Estimated cost of legal services = $2,000. 09/07/2023 - the firm provided legal services that consisted in preparation for an Arbitration. 09/15/2023 - the firm represented the Union in arbitration for a discipline grievance. This includes legal services for presentation at arbitration. Hrs. of legal services provided by the firm: 10: Estimated cost of legal services =$2,500. The following represents entertainment of client or sponsorship of a client related event: 02/21/2023 - the firm made a donation towards the Unions Scholarship Fund Golf Tournament


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/13/2023 - the firm provided legal services that consisted in preparation for an Arbitration preparation. Hrs. of legals services provided by the firm: 2: Estimated cost of legal services =$500 09/25/2023 - the firm provided legal services that consisted in preparation for an Arbitration preparation. Hrs. of legals services provided by the firm: 3: Estimated cost of legal services =$750 09/27/2023 - the firm represented the Union in an Arbitration for contract language grievance. Legal services consisted of preparation for and presentation at the Arbitration and preparation of a brief to the arbitrator. Hrs. of legals services provided by the firm: 5: Estimated cost of legal services =$1,250 09/22/2023 - the firm provided legal services that consisted in preparation for an Arbitration preparation. Hrs. of legals services provided by the firm: 3: Estimated cost of legal services =$750 09/27/2023 - the firm represented the Union in arbitration for a termination. This includes legal services for presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm: 5: Estimated cost of legal services =$1250. 11/14/2023 - the firm provided legal services that consisted in preparation for an Arbitration preparation. Hrs. of legals services provided by the firm: 3: Estimated cost of legal services =$750. 11/15/2023 - he firm represented the Union in an Arbitration for the elimination of grandfathering wages. Legal services consisted of preparation for and presentation at the Arbitration and preparation of a brief to the arbitrator. Hrs. of legals services provided by the firm = 8; Estimated cost of legal services = $2,000.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President/Organizer
date_of_agreement: 2023-01-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/18-01/20/2023 - the firm sponsored a hunt attended by Brian Granger, President/Organizer. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-01-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/18-20/2023 - the firm sponsored a hunt attended by Jeff Labroski, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-01-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/18-20/2023 - the firm sponsored a hunt attended by Ed Allen, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-01-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/18-20/2023 - the firm sponsored a hunt attended by Donny Mayo, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-01-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/24-01/26/2022 - the firm sponsored a hunt attended by Bruce Bettilyon, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2023-01-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/18-20/2023 - the firm sponsored a hunt attended by Charlie Singletary, Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative
date_of_agreement: 2023-01-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/21-23/2023 - the firm sponsored a hunt attended by Rick Lord, Business Representative. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2023-01-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/21-23/2023 - the firm sponsored a hunt attended by Bryan Edwards, Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2023-01-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/21-23/2023 - the firm sponsored a hunt attended by Eric Fryar, Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative
date_of_agreement: 2023-01-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/21-23/2023 - the firm sponsored a hunt attended by Steve Luce, Business Representative. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Mananger
date_of_agreement: 2023-01-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/21-23/2023 - the firm sponsored a hunt attended by Stephen Gonzalez, Business Manager. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-01-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/21-23/2023 - the firm sponsored a hunt attended by Joh Gunyon, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2023-01-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/21-23/2023 - the firm sponsored a hunt attended by Steve Parker, Business Agent. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Vice President
date_of_agreement: 2023-01-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of client-related events: 01/18-20/2023 - the firm sponsored a hunt attended by Colby Singletary, Vice President. 1Buck ($2,000) and lodging ($300) = $2,300.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-02-14
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of a client -related event: 02/14/2023 - the firm made a donation towards the Unions Golf Tournament Scholarship 2023 =$2,500. 08/22/2023 - the firm made a donation towards the Unions Saltwater Fishing Tournament = $1,500.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-08-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The following represents entertainment of client or sponsorship of a client -related event: 08/09/2023 - the firm made a donation towards the Unions Scholarship Golf Tournament= $1,500.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-09-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/29/2023: Philmont Country Club 29th Annual Mesothelioma Fund Fox Chase Cancer Center Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-10-24
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/24/2023: Mercer Oaks Golf Course, W Windsor Township Annual Golf Outing -benefiting the Scholarship fund and the Diabetes Research.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-07
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/07/2023: Orchard Creek Golf Course, Altamont Payment to benefit the Scholarship and Charity Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/16/2023: Seaview, A Dolce Hotel Grand Sponsorship. 08/09/2023: Ramblewood Country Club, Mount Laurel 26th Annual Charity Golf Classic. 12/20/2023: 37th Annual All Star Labor Classic at Holy Family University Payment to The Superhero Project Inc for event on 04/14/2024.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/17/2023: Glen Echo Country Club Payment to PAC. 12/14/2023: Lombardo s Trattoria Holiday Celebration.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/23/2023: Washington Hilton National Legislative Conference - sponsorship. 12/01/2023: TWBU Sponsorship. 12/01/2023: TWBN Sponsorship - Conference Host. 12/06/2023: Annual Holiday Open House -Payment to GPPMA.


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:
06/16/2023: Raffel tickets. 09/05/2023: Tunxis Plantation Country Club, Farmington 3rd Annual Jeff Merrow Memorial Charity Golf Outing - Dinner Sponsorship. 09/05/2023: Raffel tickets. 10/04/2023: 99th General Convention Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-10-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/06/2023: Wind Watch Golf and Country Club Annual Scholarship Golf Outing - Gold Sponsor. 10/06/2023: Raffle Tickets.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/18/2023: TPC Harding Park Golf Course, San Francisco 29th Annual invitational Charity Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/10/2023: State Conference sponsorship. 11/08/2023: Peoria Marriott Conference Meeting Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/08/2023: HULMAN LINKS GOLF COURSE, Terre Haute Annual Golf Outing. 06/08/2023: Hulman Links Golf Course Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-02-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/23/2023: Golden Nugget Payment to Golden Nugget For BEO Reception 9th District. 03/27/2023: Payment to Hyatt Regency for Coffee Break Co-Sponsor -2023 Government Affairs Conference. 06/05/2023: Renaissance Hotel, Phoenix Exhibit Booth and Golf - Seventh District Progress Meeting. 07/10/2023: Omni Louisville sponsorship. 07/18/2023: Copper King Hotel and Convention Center, Butte 78th Annual Eighth District Progress Meeting. 08/28/2023: Hyatt regency Chicago Membership Development Conference Booth. 09/12/2023: Hilton Philadelphia payment to Penn s Landing 77th Annual 3rd District Progress Meeting. 09/19/2023: Payment to Radisson Blu Mall Exhibitor Registration and Progree Meeting 6th District.


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:
06/16/2023: Franklin Co Country Club, West Frankfort Golf Outing- fundraiser. 10/20/2023: Franklin Country Club Payment to Union Electrical Ind Promotion Corp - Gold Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-30
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/30/2023: Host Sponsor - Golf Classic At Woodlands at Windsor Mill Payment to The Disaster Relife Fund Inc.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/15/2023: La Tourette and South Shore Courses 27th Annual Spring Scholarship Golf Tournament - Dinner Sponorship and Foursome. 07/22/2023: Kruckers Catering and Picnic Grove, Pomona 41st Annual Family Day Picnic. 10/02/2023: Pelham Split Rock Golf Course Fall Classic Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-10-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/23/2023: Bethpage Golf Course Fall Golf Classic. 10/23/2023: Purchased Raffel tickets while attending the event.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/10/2023: Forest Park Golf Course Annual Golf Tournament. 10/14/2023: Lake of the Ozarks Buddy Bass Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-10-07
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/07/2023: Joe and Leighs Raffle Prizes. 10/10/2023: Home Depot Raffle Prizes. 10/10/2023: Home Depot Raffle Prizes. 10/10/2023: New England Country Club Sponsorship and one Ullico Golfer - 22nd Annual Scholarship Fund Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/29/2023: Carbondale 2023 contribution to TLC of Southern IL. 06/22/2023: 2023 Gold Tournament Payment to the Scholarship Fund. 10/28/2023: Herrin Bocce Courts Sponsorship.


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:
04/03/2023: Payment for ULLICO s share of the Capital One Area - Suite. 06/30/2023: Payment for ULLICO s share of the Capital One Area - Suite CY1 4th Q. 09/30/2023: Payment for ULLICO s share of the Capital One Area - Suite.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-27
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/27/2023: Moose Run Creek Course in Anchorage Contribution to benefit the 17th Annual A J Bear Piekarski Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/15/2023: Tashua Knolls, Trumbull 5th Annual Charity Golf Tournament. 05/15/2023: CT Laborers Raffle TIckets.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/11/2023: Margaritaville Lake Resort, Osage Beach Conference Sponsor. 06/13/2023: The Oaks Golf course, Osage Beach Payment to support the Disaster Response Team.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-20
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/20/2023: Target Field 12th Annual Night at Target Field. 09/06/2023: Majestic Oaks Country Club, Ham Lake 27th Annual Dollars Against Diabetes (D A D s) Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/12/2023: Westin Diplomat Resort, Hollywood Annual Breakfast Meeting. 05/01/2023: St Patrick s Church 11th Annual Workers Memorial Mass. 06/05/2023: Purchased Raffel tickets while attending the event. 10/12/2023: Timber Point Golf Course, Great River 16th Annual Jack Kennedy Memorial Golf Outing. 11/20/2023: Official Directory and Catalog Advertising for 2024.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/11/2023: Crystal Springs Resort, Hamburg Payment to the Charity Fund for Jared Allen s Homes for Wounded Warrior.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/25/2023: Washington Hilton and Towers 2023 Legislative Breakfast. 04/25/2023: Jefferson Room - Washington Hilton and Towers Legislative Breakfast. 07/24/2023: Saratoga Springs sponsorship. 12/21/2023: El Caribe Holiday Luncheon.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-30
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/30/2023: Fort William Henry Resort Hotel and Conference Center 113th Annual Convention - Sponsor.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-26
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/26/2023: Caribou Gun Club, Le Sueur Contribution - Shooting Stand Partner - Annual Shotgun Tune-up. 09/09/2023: Pinewood Country Club, Harshaw Annual Scholarship Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/10/2023: Cimarron Trails Golf Club 26th Annual, Dollars Against Diabetes Charity Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/11/2023: Archer Avenue at Oak Park Payment to benefit the Archer Avenue St Patrick s Day Parade. 08/21/2023: Sweeney Golf Classic Raffle Tickets. 08/21/2023: Silver Lake Country Club Payment to Sweeney Classic for Fundraiser. 10/08/2023: Carriage Greens Country Club Charitable Contribution towards Emerald Club Annual Charity Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-27
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/27/2023: Turf Valley Golf Resort, Ellicott City 6th Annual Rob Mason Classic Golf Tournament - Gold Sponsorship. 06/27/2023: Turf Valley Golf Course, Ellicott City Contribution to benefit the Patrick D Finely Scholarship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-09-26
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/26/2023: Running Y Resort Oregon State BCTC 60th Convention 2023. 09/27/2023: Oregon Bldg Trades Conf - Golf Outing Raffle Tickets.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/12/2023: Pelham Split Rock, Bronx Annual Golf Classic. 08/24/2023: Pelham Split Rock Billy Elfeld Scholarship Golf Classic.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-10-27
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/27/2023: Marriott Cleveland, Cleveland Payment to BMA Media Grp for-125th Anniversary Celebration.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-20
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/20/2023: Hilton Harrisburg 2023 Legislative Conference - Exhibitor booth - Gold Sponsorship. 12/20/2023: 2024 Payment for Annual Directory - Gold Seal AD.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/10/2023: Forest Ridge Golf Club, Broken Arrow Contribution towards the 22nd Annual Charity Golf Tournament Pmt to the Vol Fund. 04/10/2023: Retiree Dinner Bar Sponsor Steward School.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-07-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/15/2023: Edgewood Golf Course Donation towards The Golf Outing. 07/15/2023: Edgewood Golf Course 2023 Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-04-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/01/2023: Eagle Landing Golf Club Payment towards Annual Randal Gardner Scholarship Fund Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-24
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/24/2023: Coyote Hills Golf Course, Fullerton Contribution towards Nick Monios Scholarship Fund Golf.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/12/2023: Oak Ridge Marsh Oaks Golf Course Payment towards Golf outing to benefit the Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-10-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/12/2023: Raffle Tickets. 10/12/2023: Callippe Preserve Golf Course, Pleasanton Erik S Emblem Invitational HVAC Industry Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/10/2023: FDR State Park, Yorktown Heights 2nd Annual Industry Family Picnic. 09/23/2023: Stony Ford Golf Course Payment to sponsor the NJB Fund. 12/09/2023: 8th Annual Children s Christmas Party.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/17/2023: 544 Main Street Contribution to Scholarship Fund Annual Golf Tournament. 08/17/2023: Teamsters Joint Council 10 Raffle Tickets.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-30
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/30/2023: Shackamaxon Golf and Country Club, Scotch Plains Contribution towards 22nd Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-12-04
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/04/2023: Russo s on the Bay 11th Annual Dinner Dance. 12/29/2023: Advertisement 14th Annual Scholarship Journal.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-03-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/23/2023: Payment to Crowne Plaza Albany Retirement Dinner AD. 08/24/2023: The Otesaga Leatherstocking Golf Course, Cooperstown Charity Golf Outing 2023.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-06-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/12/2023: Hempstead Golf and Country Club 26th Anniversary Golf Outing to benefit the Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-05-05
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/05/2023: Bayshore Park, Bacliff Annual Saltwater Fishing Tournament - Sponsorship Donation. 10/06/2023: Hermann Park Golf Course, Houston Scholarship Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Bus. Agent and Sec/Treasurer
date_of_agreement: 2023-01-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/18/2023: BLT lunch. 03/08/2023: Contribution. 03/27/2023: Bobby Vans dinner. 06/22/2023: The Turn lunch. 08/24/2023: 17th St Catering dinner. 09/06/2023: Big Sammys dinner.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President/Trustee
date_of_agreement: 2023-04-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/29/2023: Playa - Diplomat Beach Resort Lunch and Drinks during event. 05/01/2023: Billys Stone Crabs Dinner Meeting.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2023-02-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/06/2023: Ullico DC Office Q4 2022 Per Meeting Fees. 03/29/2023: 2023 Quarterly Board of Director fees. 05/23/2023: Ullico DC Office Q1 2023 PER MEETING FEES. 06/29/2023: 2023 Quarterly Board of Director fees. 08/27/2023: Ullico DC Office Q2 2023 PER MEETING FEES. 09/29/2023: Ullico Inc Director Fees 3rd Quarter 2023. 11/14/2023: Ullico DC Office Q3 2023 PER MEETING FEES. 12/29/2023: Ullico Inc Director Fees 4th Quarter 2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2023-04-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/06/2023: Pret Cofee during onboarding. 04/19/2023: Corner Bakery Lunch for Board Meeting. 04/20/2023: Loebs Deli Board Meeting Lunch. 05/11/2023: Loebs Deli Board Meeting Lunch. 06/30/2023: 2023 Quarterly Board of Director fees. 08/27/2023: Ullico DC Office Q2 2023 PER MEETING FEES. 09/29/2023: Ullico Inc Director Fees 3rd Quarter 2023. 11/14/2023: Ullico DC Office Q3 2023 PER MEETING FEES.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/06/2023: Ullico DC Office Q4 2022 Per Meeting Fees. 02/12/2023: Diplomat Resort Ullico Inc Board Retreat. 03/29/2023: 2023 Quarterly Board of Director fees. 04/19/2023: Corner Bakery Lunch for Board Meeting. 04/20/2023: Loebs Deli Board Meeting Lunch. 04/20/2023: ezCater Breakfast-Morning Board Mtngs. 05/23/2023: Ullico DC Office Q1 2023 PER MEETING FEES. 06/29/2023: 2023 Quarterly Board of Director fees. 08/27/2023: Ullico DC Office Q2 2023 PER MEETING FEES. 09/29/2023: Ullico Inc Director Fees 3rd Quarter 2023. 11/14/2023: Ullico DC Office Q3 2023 PER MEETING FEES. 12/29/2023: Ullico Inc Director Fees 4th Quarter 2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Field Representative
date_of_agreement: 2023-02-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/01/2023: Underground Public house Il Comptroller staff dinner. 02/03/2023: OCharleys lunch. 04/14/2023: Espresso breakfast. 04/25/2023: Tony and Joes Seafood Dinner. 04/25/2023: Mortons Dinner. 06/11/2023: Landshark Dinner. 06/12/2023: Landshark lunch. 06/12/2023: Landshark lunch. 06/13/2023: L2 Chill / Coffee Dinner. 06/27/2023: Fairmount Park Dinner. 07/27/2023: St Nicholas Brewing Co lunch. 08/13/2023: Nizzanyc dinner. 08/13/2023: Lillys Craft and Kitchen cocktails. 08/14/2023: Connollys dinner. 11/03/2023: Harbaughs lunch.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2023-01-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/23/2023: Sola Bistro and Wine Bar Meals during conference. 02/13/2023: Walt Disney Dolphin Resort Food at International Foundation Conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/06/2023: Ullico DC Office Q4 2022 Per Meeting Fees. 02/12/2023: Diplomat Resort Ullico Inc Board Retreat. 03/29/2023: 2023 Quarterly Board of Director fees. 04/10/2023: The Diplomat Hotel 2023 Board Retreat Expenses. 05/23/2023: Ullico DC Office Q1 2023 PER MEETING FEES. 06/08/2023: Ullico DC Office May Board Meeting and Shareholder s Expenses. 06/29/2023: 2023 Quarterly Board of Director fees. 08/09/2023: Corner Bakery Lunch for Board Meeting. 08/10/2023: Loebs Deli Lunch for Board Meeting. 08/27/2023: Ullico DC Office Q2 2023 PER MEETING FEES. 09/29/2023: Ullico Inc Director Fees 3rd Quarter 2022. 11/14/2023: Ullico DC Office Q3 2023 PER MEETING FEES. 12/29/2023: Ullico Inc Director Fees 4th Quarter 2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-02-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/06/2023: Ullico DC Office Q4 2022 Per Meeting Fees. 02/12/2023: Diplomat Resort Ullico Inc Board Retreat. 02/15/2023: Diplomat - Playa Refreshments. 02/15/2023: Diplomat - Hotel Bar Refreshments. 02/15/2023: Diplomat - Playa Lunch. 02/15/2023: Diplomat - Playa Refreshments. 03/29/2023: 2023 Quarterly Board of Director fees. 04/19/2023: Corner Bakery Lunch for Board Meeting. 04/20/2023: Loebs Deli Board Meeting Lunch. 05/23/2023: Ullico DC Office Q1 2023 PER MEETING FEES. 06/29/2023: 2023 Quarterly Board of Director fees. 09/29/2023: Ullico Inc Director Fees 3rd Quarter 2023. 12/29/2023: Ullico Inc Director Fees 4th Quarter 2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2023-03-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/29/2023: 2023 Quarterly Board of Director fees. 05/23/2023: Ullico DC Office Q1 2023 PER MEETING FEES. 06/29/2023: 2023 Quarterly Board of Director fees. 08/27/2023: Ullico DC Office Q2 2023 PER MEETING FEES. 09/29/2023: Ullico Inc Director Fees 3rd Quarter 2023. 12/29/2023: Ullico Inc Director Fees 4th Quarter 2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2023-01-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/11/2023: Joes Seafood Dinner. 02/06/2023: Ullico DC Office Q4 2022 Per Meeting Fees. 02/10/2023: Joes Seafood Dinner. 02/12/2023: Diplomat Resort Ullico Inc Board Retreat. 02/15/2023: Diplomat - Playa Lunch. 02/15/2023: Diplomat - Playa Refreshments. 02/15/2023: Diplomat - Playa Refreshments. 03/29/2023: 2023 Quarterly Board of Director fees. 04/19/2023: Corner Bakery Lunch for Board Meeting. 04/20/2023: Loebs Deli Board Meeting Lunch. 04/20/2023: ezCater Breakfast-Morning Board Mtngs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Special Assistant to the President
date_of_agreement: 2023-02-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/06/2023: Ullico Q4 2022 Per Meeting Fees. 03/29/2023: 2023 1st Quarterly Board of Director fees. 04/20/2023: Loebs Deli Board Meeting Lunch. 04/20/2023: ezCater Breakfast-Morning Board Mtngs. 05/11/2023: Loebs Deli Board Meeting Lunch. 05/23/2023: Ullico Q1 2023 PER MEETING FEES. 06/29/2023: 2023 2nd Quarterly Board of Director fees. 08/10/2023: Loebs Deli Lunch for Board Meeting. 08/27/2023: Ullico Q2 2023 PER MEETING FEES. 09/29/2023: Ullico 2023 3rd Quarterly Board if Director Fees. 11/14/2023: Ullico Q3 2023 PER MEETING FEES. 11/16/2023: Loebs Deli Lunch for Board Meeting. 12/29/2023: Ullico 2023 4th Quarter Board of Director Fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary-Treasurer
date_of_agreement: 2023-02-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/03/2023: OCharleys lunch. 04/25/2023: Mortons Dinner. 06/11/2023: Landshark Dinner. 06/27/2023: Fairmount Park Dinner.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Organizer
date_of_agreement: 2023-04-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/11/2023: Wynn/ Encore cocktails. 04/11/2023: Carnaval Court cocktails. 04/11/2023: Carnaval Court cocktails. 04/11/2023: TO-SU-BA Wynn/Encore cocktails. 04/22/2023: Clydes lunch. 06/13/2023: L2 Chill / Coffee Dinner. 06/27/2023: Fairmount Park Dinner. 08/12/2023: Sparks Steakhouse dinner. 08/13/2023: Lillys Craft and Kitchen cocktails. 08/14/2023: Connollys dinner.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
date_of_agreement: 2023-02-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/03/2023: OCharleys lunch. 02/22/2023: Guest Check breakfast. 04/25/2023: Mortons Dinner. 06/11/2023: Landshark Dinner. 06/12/2023: Landshark lunch. 06/12/2023: Landshark lunch. 06/22/2023: The Turn lunch. 06/27/2023: Fairmount Park Dinner. 07/27/2023: St Nicholas Brewing Co lunch. 08/29/2023: 638 Michigan Ave dinner. 08/29/2023: Volare dinner. 12/13/2023: Millers Pub Refreshments during meeting.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: VP of 1199 SEIU UHWE
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
GRACE BOGDANOVE IS A VICE PRESIDENT FOR THE 1199 SEIU REGIONAL PENSION FUND. ALL PAYMENTS TO OR ON HER BEHALF REPORTED IN ITEM 11 WERE FOR EXPENSES INCURRED IN ATTENDING MEETINGS OF THE BOARD OF TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND. SUPPORTING DOCUMENTATION WAS PROVIDED PRIOR TO PAYMENT OF SUCH REIMBURSEMENTS.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Greater St. Louis Port Council 2023 Golf Tournament at The Courses at Forest Park, St. Louis, MO (Mktg. in STL) - Premier Sponsorship includes golf for 4 people (R. Gerasta, G. Morrill, M. Heibeck, TBD), 1 hole sign, lunch and dinner for 4 people.


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 4th Annual Charity Golf Outing at Glen Eagles Country Club in Lemont, IL - Tom Burek Memorial - Silver Sponsor ($1,500), and Foursome w/Dinner ($550) - J. Karmel, G. Morrill, TBD, TBD - Total split among client #s 01568/01569


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of 20th annual IBEW Local 125 Casino Night. (3 clients: IBEW 125/PGE H&W; IBEW West Utilities H&W; PacifiCorp/Local 57# Pension)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
SMART Local Union No 20 Awards Banquet on November 4, 2023 - Full Page Ad Sponsorship - Includes 2 seats to event.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Tee Sponsor at the IBEW Local 99 19th Anniversary Everett "Tommy" Woodmansee Golf Tournament on June 17, 2023


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsoring Jared Allen's Home of Wounded Warriors & Other Related Charities. Two Individual Players at $1,000 each; and 1 Hole Sponsor at $500


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Hole sponsorship for the Pipeliners 22nd Annual Golf TournamentGeorge M. Lambert / Harry Faucet, Jr. Memorial Scholarship Fund.


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 - 12th Annual Texas Hold'em Tournament on March 11, 2023 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:
For Platinum Sponsor at their 22nd Annual Golf Classic to benefit Muscular Dystrophy Association & the Union Scholarship Fund


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 10, 2023 - Sponsorship includes 3-man golf team (R. Gerasta, J. Ohm, Jakob Nolan) ($330.00) and hole sponsorship ($125.00)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
$2,000 Exhibitor Fee and Sponsorship of Tuesday Morning Breakfast at the MA Bldg Trades Council 104th Annual Convention 3/13-3/14/23


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 2023 Annual Golf Outing - Sponsorship and Foursome (J. Karmel, S. Beckham, B. Hunter, TBD)


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 Nassau County & Suffolk County Building & 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:
SMW Local 73 Annual P.A.C. Fundraiser on 11.19.2023 - 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:
Flag Sponsorship for Teamsters Local 404 for Frank A. Gentile Memorial Scholarship Golf Tournament on 7/22/23.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
White page ad at $800 and two (2) Individual Tickets at $150 each to the Teamsters Local 804 Ed Dougherty Memorial Scholarship Fund Annual Dinner Dance


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


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsorship of IBEW Local 573 100th Anniversary Celebration on 04/29/23 - Business Manager's Package


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 9th, 2023 - 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:
LiUNA Midwest Region Annual Charity Golf Outing on 6.13.2023 at The Oaks Golf Course, Osage Beach, MO - Hole Sponsor $300 ($100 to Greater Kansas City Laborers, $100 to Central Laborers, and $100 to Laborers 231)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
16th Annual Midway Shoot Hosted by Local 1546 and GWC Injury Lawyers - Shoot for a Cure Charity - March of Dimes Fight for Families-Healthy Moms and Strong Babies - Station Sponsor


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donation and advertising for the 14th annual Ralph J. Taurone Scholarship Platinum Tournament. 501(c) 75-0109026


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Chicago Laborers' District Council Charitable Foundation. 16th Annual Golf Outing. Sponsorship of Golf Foursome and Lunch Sponsor


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Premium Hole Sponsor at the IBEW Local 41 17th Annual Charity Golf Tournament for Camp Good Days on September 9, 2023


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Plumbers & Steamfitters UA Local 486 Apprenticeship Student Council's Annual Bull & Oyster Roast 3/19/23 - Table Sponsorship


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 at the IBEW Local Union 98 / NECA 29th Annual Scholarship Banquet and Awards Night on 4/13/23


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 - 5th Annual Drive for Cancer Research - Platinum Sponsor ($5,000.) and 4 Golf/Dinner Non-Member Fees ($200./pp) for R. Gerasta, N. Rich. J. Streit, K. Breslin. The event will be held at Silver Lake C.C. in Orland Park, IL.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
One (1) Green sponsorships at $300 each for Local 21 Plumbers, Steamfitters HVAC-R's 33rd Annual Day of Golf


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Vendor Display or Printed Program Sponsor at Building and Construction Trades Council of Greater New York 2023 Winter Conference


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
UFCW Local 1059 Foundation Membership Benefits & Scholarships Golf Outing 2023 (Gold Level sponsorship)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Silver Sponsorship for New England States Pipe Trades Association Annual Convention held on 8/6 - 8/9/23 in Stowe, VT


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
30th Convention of the United Union of Roofers, Waterproofers& Allied Workers - Gold Level Sponsor - Segal Marco Contribution


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
30th Convention of the United Union of Roofers, Waterproofers& Allied Workers - Gold Level Sponsor - Segal Contribution


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:
International Union of Operating Engineers Local 30's Fall Golf Classic / Engineers Charitable Trust Fund - will 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:
4 - $50.00 Gift Cards to Recognize Wisconsin Laborers Fund Staff During Customer Service Week - October 2-6, 2023


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
One (1) Hole Sponsor at $300 and two (2) Golfers at $140 each at the Sheet Metal Workers Local Union 22 15th Annual GolfOuting


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1 Bronze Level Membership - Sheet Metal Workers Local #12 - 2023 Annual Golf Outing - June 17, 2023.


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 9.23.2023 - Event Sponsor ($250.00) and one golfer ($90.00) J. Ohm


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
UFCW 655's 3rd Annual Sickle Cell Anemia Skate Night on 9.9.2023 at Skate King in St. Louis MO - $300 donation


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 11.6.2023 - Bronze Sponsor ($7,000) for premium hole signage, hole sponsor and golf for 4 golfers (R. Gerasta, K. Breslin, J. Marco, D. Greengard). Segal Marco Advisors to donate $3,500.


activity_code: ITEM 8.a.
activity_type: Payment
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 11.6.2023 - Bronze Sponsor ($7,000) for premium hole signage, hole sponsor and golf for 4 golfers (R. Gerasta, K. Breslin, J. Marco, D. Greengard. Segal to donate $3,500.


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 for the 2023 1199SEIU / Employer Child Care Corporation Care For Kids Gala on November 17, 2023


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 at $250/each at the Annual IBEW 25 Scholarship Golf Outing on October 6, 2023.


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 23, 2023 - Golf Sponsorship (Food and Beverage)


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 22nd Annual GolfScramble - September 12, 2023


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
UFCW Local 1546 Charity Fund Golf Classic at Cog Hill CC, Lemont, IL Premier Golf Package ($2,400) Jake Karmel, TBD, TBD, TBD and Morning Break Sponsor ($750.00)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
St. Paul Bldg. Trades 32nd Annual Golf Tournament June 7, 2023Luke Smith, Tony Hynes, Chad Morris & Craig Bistodeau


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Donated 3 - $100 Montgomery Inn Gift Cards for the Plumbers & Pipefitters Local 392's Annual Picnic to be held on July 22, 2023


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
6 Amazon Gift cards purchased at $50.00 each. For Laborers Union Local 268 Christmas Meeting Sponsorship 2023.


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 Golf Outing on September 23, 2023 at Quit Qui Oc Golf Club, Elkhart Lake, WI - Hole Sponsor


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 Golf Outing on September 23, 2023 at Quit QuiOc Golf Club, Elkhart Lake, WI - Donated 3 dozen ($40/per dozen) Titleist Tour Soft Golf Balls for the event.


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 Christmas Meeting Event on 12.7.2023 in Waukesha, WI - Purchased five $25. Amazon gift cards for the 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 Christmas Meeting on 12.7.2023 in Waukesha, WI - Purchased five $25. Amazon gift cards for the 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 the 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:
Fox Valley Sheet Metal Christmas Party held on December 11, 2023 - Purchased ten $25. gift cards for the 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:
Tee Sponsorship ($400) and Golf Registration Fee ($125) for Teamsters Local 769 Scholarship Fund Golf Tournament, November 18, 2023


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Iron Workers PIN 103 Ceremony & Retirement Celebration honoring Tom Garrett on August 12, 2023 at Bally's Conference Center in Evansville, IN - Full Page Ad ($1,500) and 4 tickets to the event for R. Gerasta, L. Zimmers, Jody Ohm, Joe Ohm


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Gold Anniversary Full-page Ad Sponsorship for Teamsters Local Union No. 404 59th Annual Scholarship Program


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sheet Metal Local No. 292 25th Annual Charity Golf Outing on August 20, 2023 - Silver Sponsor (tee sponsorship sign)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Laborers' Local 231 John M. Evans Scholarship Fund Golf Outing at Lick Creek Golf Course, Pekin, IL on 9.20.2023 - Golf Corp. Sponsor (w Lunch). Includes golf for 4, tee sign and listing in booklet.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Laborers' Local 231 John M. Evans Scholarship Golf Tournament - Jacob Karmel donated 16 dozen golf balls for the September 20, 2023 event held 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:
Platinum Sponsorship for UFCW Local 328's 26th Annual Golf tournament on Mon 6/19/23Split: $500 Client.Matter 96022.901; $1,000 Client.Matter 96021.005; $1,000 Client.Matter 96007.001


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
50 Dozen Golf Balls for Teamsters 863 and Joint Council No 73 Scholarship Fund 21st Annual Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Joint Council No. 73 Scholarship Fund 21st Annual Golf Outing - Contribution towards ours children's educational endeavors.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Sponsor and participate at the 23rd Annual Greater KC Building & Construction Trades Council Charity Golf Tournament to benefit Truman Medical Centers' - Gold Sponsor includes 4 golfers (R. Gerasta, J. Karmel, G. Morrill, Corey Janssen), breakfast, lunch and signage.


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 Steamfitters Local 449 110th Anniversary Celebration on November 11, 2023 - $800 Full Page Ad / $300 Two Tickets


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Local 392's (in Cincinnati, OH) Annual Golf Outing on 9.9.2023 at Indian Ridge Golf Club, Oxford OH - 2 Hole Sponsorships ($200.00/each)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
For Plumbers, Pipe Fitters & MES Local Union No. 392's 2023 Annual Member Picnic - Donated 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:
Donated 5 Dozen Callaway Golf Balls for the 20th Annual William Browning Memorial Golf Event to be attend by Garrett Morrill (EIN-46-3893456)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
20th Annual William Browning Memorial Charitable Golf Event on 8.26.2023 - Bronze Sponsorship and One Golfer - Garrett Morrill (EIN #46-3893456)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
- Four tickets ($250/ea) to dinner which benefited the Teamsters Local 812 Scholarship fund, advertising ($1,500) at scholarship dinner - Sponsorship for annual golf outing benefiting Teamsters Local 812 Scholarship fund ($2,000)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
One table ($600) at scholarship banquet which benefited Teamsters Local 830 scholarship fund, advertising and sponsorship at banquet ($350)


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Consultant
date_of_agreement: 2023-08-13
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. English was hired to provide information to Restaurant Technologies, Inc.s employees about the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-09-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
BCBSMA purchased a quarter page ad from Sheet Metal Workers Local 17 in a booklet prepared for a Service Pin ceremony.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/30/2023 - Donated to Pipefitters 636 Qty 2, Red Wings Tickets 05/17/2023 - Annual Pipefitters Local 636 Golf Outing Qty 1, Bloody Mary Sponsor & Qty 2, Hole Sponsor 10/31/2023 - Donated to Pipefitters 636 Qty 4, Red Wings Tickets


activity_code: ITEM 8.e.
activity_type: Both
agencies: Prisons Bureau, Veterans Affairs Department, Veterans Affairs Department, Prisons Bureau
counterparty_position: independent consultant
date_of_agreement: 2023-09-06
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): UC5SPMUJF8V3
explanation:
They were engaged to provide labor consulting services consistent with Section 8.e. above for Quest Diagnostics' logistics employees in the Atlanta metropolitan area.


activity_code: ITEM 8.e.
activity_type: Agreement
agencies: Veterans Affairs Department, Prisons Bureau
counterparty_position: independent labor consultant
date_of_agreement: 2023-10-01
federal_work: Yes
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI): UC5SPMUJF8V3
explanation:
They were engaged to provide labor consulting services consistent with Section 8.e. above for Quest Diagnostics' logistics employees in San Diego, California.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
CONTRIBUTION FOR HELPING IN THE FUTURE PROSPERITY OF BUILDING AND CONSTRUCTION INDUSTRY IN NEW HAVEN AND VICINITY.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Admin. Asst. to the President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1) Express Scripts attended a meeting with various Railroad union officials and jointly hosted a vendor reception that Mr. Brandow attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Brandow attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a golf outing that Mr. Brandow attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Brandow attended. 5) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Brandow attended. 6) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Brandow attended. 7) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Brandow attended. 8) Express Scripts attended a meeting with various Railroad union officials and hosted a business meals that Mr. Brandow attended. 9) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Mr. Brandow attended. 10) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Mr. Brandow attended. 11) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Brandow attended. 12) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Mr. Brandow attended. 13) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Brandow attended. 14) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Mr. Brandow attended.


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 jointly hosted a vendor reception that Mr. Cook attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Cook attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Cook attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Cook attended. 5) Express Scripts attended a meeting with various Railroad union officials and hosted a business meals that Mr. Cook attended. 6) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Mr. Cook attended. 7) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Mr. Cook attended. 8) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Mr. Cook attended. 9) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Mr. Cook attended. 10) Express Scripts attended a meeting with various Railroad union officials and hosted a business retirement dinner that Mr. Cook attended. 11) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Mr. Cook attended. 12) 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: Office Manager & Executive Director
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 vendor reception that Ms. Conboy attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Conboy attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Conboy attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Conboy attended. 5) Express Scripts attended a meeting with various Railroad union officials and hosted a business meal that Ms. Conboy attended. 6) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Ms. Conboy attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
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 vendor reception that Mr. Denucci attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a golf outing that Mr. Denucci attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Denucci attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted business meals that Mr. Denucci attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Assistant to the Secretary - Treasurer
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 vendor reception that Ms. Claywell attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Claywell attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Claywell attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted business meals that Ms. Claywell attended. 5) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Ms. Claywell attended. 6) Express Scripts attended a meeting with various Railroad union officials and hosted a business event that Ms. Claywell attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Secretary to the P/DGC
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 vendor reception that Ms. Lane attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Lane attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Lane attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted business meals that Ms. Lane attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Social Services
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 vendor reception that Ms. Collup attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Collup attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Ms. Collup attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted business meals that Ms. Collup 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 vendor reception 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 dinner that Mr. Maratea attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Maratea attended. 5) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Maratea attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
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 vendor reception that Mr. Dowell attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a golf outing that Mr. Dowell attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Dowell attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. Dowell attended.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
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 vendor reception that Mr. McCann attended. 2) Express Scripts attended a meeting with various Railroad union officials and hosted a golf outing that Mr. McCann attended. 3) Express Scripts attended a meeting with various Railroad union officials and hosted a business dinner that Mr. McCann attended. 4) Express Scripts attended a meeting with various Railroad union officials and hosted a business retirement dinner that Mr. McCann attended.


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 SAG Awards Ceremony entry fees, advertising, email blasts, 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:
The payment was made to the WGA, East by HBO for WGA sponsorship and access-blast, 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:
The payment was made to the WGA, West by HBO for the WGA Awards table, VIP Preferred Package, and email 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:
The payment was made to the Costume Designers Guild by HBO for the CDG Awards advertising,email blasts, tickets, 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:
The payment was made to the Motion Picture Sound Editors by HBO for MPSE Awards sponsorship, tickets, advertisement, email blasts, 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:
The payment was made to the Directors Guild of America by HBO for DGA Awards advertising, tickets, and The 26th Annual DGA Foundation Golf Tournament, 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:
The payment was made to the Make-Up Artists & Hair Stylists Guild by HBO for MUAHS 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:
The payment was made to the Motion Pictures Editors Guild by HBO for MPEG Digital Blast, 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 Arts Directors Guild by HBO for ADG Awards sponsorship, tickets, advertising, and email 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 Make-Up Artists & Hair Stylists Guild by HBO for MUAHS Awards sponsorship, advertisement, and email 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 Production Sound & Video Guild by HBO for PDVG email 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 SAG-AFTRA by HBO Max for SAG advertisement, email blast, and entry fees, as described in #11.


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 CDG by HBO Max for CDG Awards submission, entry fees, sponsorship, tickets, advertisement, and email blast, 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 HBO Max for guild 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 Writers Guild of America, East by HBO Max for event tickets and sponsorship, as described in #11.


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 Writers Guild of America, West by HBO Max for the WGA Awards VIP package, 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 Art Directors Guild by HBO Max for ADG Awards sponsorship, tickets, and advertisement, 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 HBO Max for sponsorship, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/28/2023: Sponsor Construction and Maintenance Conference on April 20 - 21, 2023 06/26/2023: Sponsor IBEW Membership Development Conference on August 29 - 31, 2023 12/08/2023: Sponsor IBEW/NECA Employee Benefits Conference on January 22 -24, 2024


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/07/2023: Sponsor National Legislative Conference on April 23 - 26, 2023 11/02/2023: Sponsor 13th Annual Conference on December 1 - 3, 2023


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Four golfers and hole sponsorship for Avalon Golf Tournament. Four golfers and hole sponsorship for Highlander Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
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 01/01/2023, the actual term of the office space and equipment usage was at times throughout the entire year. The Company also paid to rent space to hold union contract negotiations, including cost for business meals, beverages, and lodging during these meetings which occurred over several months (item 11.c. 2-4). Additionally, the Company covered the expense to rent space to hold union contract ratification vote (item 11.c. 5).


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
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 01/01/2023, the actual term of the office space and equipment usage was at times throughout the entire year. The Company also paid to rent space to hold union contract negotiations, including cost for business meals, beverages, and lodging during these meetings which occurred over several months (item 11.c. 3-5). Additionally, the Company covered the expense to rent space to hold union contract ratification vote (item 11.c. 6). The Company also paid for social outings in conjunction with union officials, which item 11.c. 7 refers to expenses for food, beverages, and donation for union charity golf event.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
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 01/01/2023, the actual term of the office space and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
For the Union identified in 9.d. the Company paid to rent space to hold union contract negotiations, including cost for business meals, beverages, and lodging during these meetings which occurred over several months (item 11.c. 1-3).


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
CBS purchased a full page congratulatory advertisement in the 2023 Directors' Guild of America Awards Tribute Program Book. (NOTE: This payment was not made directly to the DGA but rather to IngleDodd Media.) In providing this information, CBS does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
CBS made a payment to the Screen Actors Guild Awards, LLC for two tickets to the 2023 SAG-AFTRA Awards. In providing this information, CBS does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
CBS purchased a half page congratulatory advertisement in the 2023 Art Directors' Guild Awards Dinner Journal. (NOTE: This payment was not made directly to the ADG but rather to IngleDodd Media.) In providing this information, CBS does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
CBS Studios made payments to the Screen Actors Guild Awards LLC in connection with submissions for the SAG Awards recognizing achievement by performers in the motion picture and television industry. In providing this information, CBS Studios does not concede that these are reportable payments under the LMRA.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-07-27
federal_work: No
form_agreement: Oral
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, 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: Agreement
agencies: Postal Service
counterparty_position: Vice President
date_of_agreement: 2023-12-07
federal_work: Yes
form_agreement: Oral
no_uei_checkbox: Checked
uei: Unique Entity Identifier (UEI):
explanation:
The Bennett Law Firm was retained to educate employees and management at the Woodstock, Vermont location on the National Labor Relations Act.


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 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.f.
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 and interacting with employees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Senior Director of Benefits
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
a) Business meal - Four Seasons Hotel (525 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304) b) Business meal - Maestro's Ocean Club (3000 NE 32nd Ave, Fort Lauderdale, FL 33308) c) Business meal - La Taverne - The Broadmoor Hotel (1 Lake Ave, Colorado Springs, CO 80906) d) Business meal - Ristorante Del Lago - The Broadmoor Hotel (1 Lake Ave, Colorado Springs, CO 80906) e) Business meal - RPM Italian (650 K St NW, Washington, DC 20001) f) Business meal - Brennans (417 Royal St., New Orleans, LA 70130) g) Business meal - Annunciation Restaurant (1016 Annunciation St, New Orleans, LA 70130) h) Business meal Galatoires (209 Bourbon St, New Orleans, LA 70130) i) Holiday gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Counsel
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
a) Business meal Four Seasons Hotel (525 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304) b) Business meal - Maestro's Ocean Club (3000 NE 32nd Ave, Fort Lauderdale, FL 33308) c) Business meal La Taverne - The Broadmoor Hotel (1 Lake Ave, Colorado Springs, CO 80906) d) Business meal Galatoires (209 Bourbon St, New Orleans, LA 70130) e) Holiday gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2023-02-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The associated expenses are the result of common courtesies extended at breakfast, lunch or dinner meetings to discuss areas of mutual interest including collective bargaining and safety. These expenses are simply the result of the company picking up the tab. No oral agreement or understanding was entered into as a result of the breakfast, lunch or dinner meetings.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Consultant
date_of_agreement: 2023-10-24
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Out of pocket change or service fees for any non-refundable travel related expenses incurred. Actual consulting days performed for the Company. Any other reasonable business expenses spent on your behalf (if any).


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Ariel Investments purchased a $1,200 Gold Page journal ad in support of the New York State AFL-CIO Annual Labor Celebration held on 12/14/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President - Business Manager
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Serves as a Director on Amalgamated Bank of Chicago's and Amalgamated Investment Company's Board of Directors.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
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 $5808.00 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company provided the Bath Marine Draftsmen's Association, UAW Local 3999 to have one (1) off-premises telephone line at their Union Hall at a cost of $2406.00 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-01-01
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) off-premises telephone line at their Union Hall at a cost of $2,406.00 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-01-01
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 Maine Yard facility in Bath, Maine. The office space has an estimated fair market value of $3,630.oo per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: District Business Representative, District Lodge 4
date_of_agreement: 2023-04-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company participated in an IAMAW District Lodge 4 organized event at Lewiston/Auburn Harley Davison to benefit Guide Dogs of America/Tender Loving Canines and paid a sponsorship in the amount of $200.00.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company paid for Local S6, IAMAW, AFL-CIO to have four (4) off-premises telephone lines at their Union Hall at a cost of $9,626.00 per year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative, District Lodge 4
date_of_agreement: 2023-04-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company participated in the IAMAW District Lodge 4 organized golf tournament to benefit Guide Dogs of America/Tender Loving Canines and paid the team entry fee in the amount of $600.00


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Company provided the Bath Marine Draftsman's Association, UAW Local 3999 with a WFM terminal for use off-premises. WFM terminals are used by employees to "clock-in" and "clock-out" and to accomplish other time accounting functions. The cost of the cable modem service that supports the WFM terminal is $1,618.00 per year.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2023-06-18
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The AZ Alignment Group Association assisted Ormat Nevada Inc., dba Viridity Energy Solutions Inc. during a union organizing campaign by discussing with employees their rights under the NRLA and the effects of union representation, and by answering their related questions.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2023-09-30
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of registration, travel, meals & lodging incurred by MPI Health Plan Director in connection with attendance at the International Foundation of Employee Benefit Plans' Annual Conference in Boston, Massachusetts 09/30/2023 to 10/05/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2023-09-30
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 attendance at the International Foundation of Employee Benefit Plans' Annual Conference in Boston, Massachusetts 09/30/2023 to 10/05/2023.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment of $2,580 to Thought Lab, LLC for fees associated with SAPA's website. The remaining payments covered costs of technology used for SAPA business, including costs for cell phone and internet service for SAPA's President Aric Arnold and Vice-President John Peeps, printer, and software subscriptions and services for SAPA's Vice-President. SAPA and SkyWest have agreed that SkyWest will reimburse SAPA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment of $751 to SAPA President Aric Arnold as reimbursement for cost of shirts. SAPA and SkyWest have agreed that SkyWest will reimburse SAPA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Total amount consists primarily of payments made throughout the year to Travelliance Airline Services to cover cost of hotels, conference rooms, and transportation provided to SAPA President, Vice President, and Representatives traveling on SAPA business. SAPA officials booking travel through Travelliance include Michael Aberg, Aric Arnold, David Aronstam, Nathan Babcock, David Bechtold, Tyler Bennett, Elizabeth Brown, John Denando, Ryan Ellingson, Christian Eyring, Osama Gataani, Kevin Gee, Gerry Hamontree, Jake Hauserman, Matthew Lariviere, Michael Leaver, Tyler Muse, John Peeps, Michael Pendleton, Kirk Peterson, Jonathan Rahder, Benjamin Reid, Jared Smith, and Joseph Strada. The total cost of payments made to Travelliance in 2023 was $39,175. The remaining amount reported ($5,423) is the total combined cost of payments made to the following SAPA representatives to reimburse them for meals, lodging, and/or transportation costs incurred while traveling on SAPA business: Aric Arnold, Tyler Bennett, John Denando, Kevin Gee, John Peeps, and Joseph Strada. SAPA and SkyWest have agreed that SkyWest will reimburse SAPA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Outside Counsel for SAPA
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Total cost of payments to The Craigie Law Firm, PC for reimbursement of legal expenses incurred by SAPA. SAPA and SkyWest have agreed that SkyWest will reimburse SAPA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment of $3,600 to Wayne Smiley Design, LLC for fees associated with SIA's website. The remaining payment of $129 covered cost of Dropbox subscription purchased by SIA representative Stacey Quinn for SIA business purposes. SIA and SkyWest have agreed that SkyWest will reimburse SIA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Total amount consists primarily of payments made throughout the year to Travelliance Airline Services to cover cost of hotels, conference rooms, and transportation provided to SIA President, Vice President, and Representatives traveling on SIA business. SIA officials booking travel through Travelliance include Debra Burt, Sheri Murphy, DeeAnn Woods, Steve Bartels, Stacey Quinn, Erika Robertson, Kristina Lucht, Brent Coates, Loretta Franche, and Amy Hurts. The total cost of payments made to Travelliance in 2023 was $47,945. The remaining amount reported ($5,575) is the total combined cost of payments made to the following SIA representatives to reimburse them for meals, lodging, and/or transportation costs incurred while traveling on SIA business: Sheri Murphy, DeeAnn Woods, Steve Bartels, Stacey Quinn, Erika Robertson, Brent Coates, and Loretta France. SIA and SkyWest have agreed that SkyWest will reimburse SIA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Outside Counsel for SIA
date_of_agreement: 2023-04-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Total cost of payments to The Craigie Law Firm, PC for reimbursement of legal expenses incurred by SIA. SIA and SkyWest have agreed that SkyWest will reimburse SIA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment to Thought Lab, LLC for fees associated with SAMA's website. SAMA and SkyWest have agreed that SkyWest will reimburse SAMA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Total amount consists primarily of payments made throughout the year to Travelliance Airline Services to cover cost of hotels, conference rooms, and transportation provided to SAMA President, Vice President, and Representatives traveling on SAMA business. SAMA officials booking travel through Travelliance include Jon Fisher, Joshua Harmon, Sheri Paulsen, Stephen Nowell, Timothy Wilson, Jason Hintgen, Kyle Pearson, Scott Phillips, Jeremiah Templeman, Kristine Sullivan, Anthony Heller, Joshua Peters, Nicholas Baxley, Marjorie Rogers, Luke Czapla, Thomas Hurst, Jeffrey Baker, Daniel Hernandez, Edward Montes, Lauren Finch, Sean Martin, and Mont Campbell. The total cost of payments made to Travelliance in 2023 was $16,271. The remaining amount reported ($9,275) is the total combined cost of payments made to the following SAMA representatives to reimburse them for meals, lodging, and/or transportation costs incurred while traveling on SAMA business: Jon Fisher, Joshua Harmon, Sheri Paulsen, Stephen Nowell, Timothy WIlson, Jason Hintgen, Kyle Pearson, Scott Phillips, Jeremiah Templeman, Kristine Sullivan, Anthony Heller, Joshua Peters, Marjorie Rogers, Thomas Hurst, Jeffrey Baker, Daniel Hernandez, Edward Montes, Lauren Finch, Sean Martin, and Mont Campbell. SAMA and SkyWest have agreed that SkyWest will reimburse SAMA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments of $90 to Lorna Blust and $180 to Hawkins Lang to reimburse the cost of cell phone use. SAFA and SkyWest have agreed that SkyWest will reimburse SAFA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-01-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The amount reported is the total combined cost of payments made to the following SAFA representatives to reimburse them for meals, lodging, and/or transportation costs incurred while traveling on SAFA business: Lorna Blust, Hawkins Lang, Lana J. Stewart, and David Tate. SAFA and SkyWest have agreed that SkyWest will reimburse SAFA for its reasonable business expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-08-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment to Vote-Now.com LLC covered costs associated with administering SIA election. SIA and SkyWest have agreed that SkyWest will reimburse SIA for its reasonable business expenses.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2022-11-16
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Consultant engaged to educate employees regarding their rights to organize and bargain collectively. Please note: Employer has been updated to Commerce Distribution Company LLC since the engagement letter previously listed the employer as Bodega Latina, an affiliated entity.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President of UAW Local 774
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On or about 6/15/23 Tonawanda Plant donated property-TV to UAW Local 774 for a raffle at a charity golf outing benefiting the Variety Club Telethon


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. Golf Outing. 2. Donated Chicago White Sox Tickets and Parking Passes for golf outing door prizes 3. Gift cards for golf outing door prizes 4. Gift cards for golf outing door prizes


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Attorney
date_of_agreement: 2023-12-20
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Smith and Downey, P.A., through Kerstin Miller, was engaged to meet with employees to explain their rights under the NLRA prior to the NLRB representation election, and to provide information about union elections generally.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2006-04-01
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
4/1/2006 - as amended 12/31/2010 and further amended 7/1/2017 Licensing Agreement - Payments made to the AFL-CIO for the use of its proprietary mark and trade name are exempt from the reporting requirements of LMRDA 203(a)(1).


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payment for participation in the NJ State 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:
Payment for a PNC Community Service Ad in the tribute journal at the Roofers Local 30 Annual Recognition Dinner


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Refreshment Sponsor for the 1st Annual Golf Tournament to Benefit the Children's Hospital of Philadelphia. Check was made payable to the Steamfitters LU 420 Labor Management Cooperation Committee.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
9/15/2023 - Drink Tent Sponsorship for IBEW Local 309 Golf Outing 12/07/2023 - Holiday Gift for Union Office


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Bronze Medal Sponsorship for the UFCW Local 23 Foundation Golf Outing where all proceeds went to Autism Speaks.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-06-15
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Conduct voluntary employee meetings to inform and educate participants about the National Labor Relations Act and the National Labor Relations Boards practices and processes, including topics 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:
The payment to I.B.E.W. L.U. 313 REC & ED FUND represents sponsorship of a putting green at the I.B.E.W. Local Union No. 313 Annual Golf Outing. The payment was made to the labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The payment to LOCAL 5 DINNER DANCE COMMITTEE represents the purchase of an advertisement in the Dinner Program for the IUEC Local No. 5 Annual Dinner Dance. Payment was made to the labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The payment to RGH GOLF TOURNAMENT represents sponsorship of two holes at the IUEC Local No. 10 Annual RGH Golf Tournament. Payment was made to the labor organization.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The payment to THOMAS J. McNULTY SCHOLARSHIP FUND represents the purchase of an advertisement in the Dinner Program for the Annual Thomas J. McNulty Scholarship Dinner Dance. The Fund provides scholarships to the dependent children of Plumbers Local No. 690 members. Payment was made to the Thomas J. McNulty Scholarship Fund of the Local Union.


activity_code: ITEM 8.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 donations provided for philanthropic reasons.


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


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-12-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cost of theater rental - Warner Bros. paid theater rental fees at fair market value to the DGA to screen Warner Bros. productions that were being considered or actually nominated for the annual Directors Guild Awards. It is customary in the TV and film industry for industry producers to screen and market their productions to the DGA membership for free during the awards season. Warner Bros. screened its TV and film productions to the DGA membership to increase consumer awareness and thereby further promote its productions to generate more revenue. Warner Bros. also utilized the DGA theater to hold premiere screenings of its productions for the general industry population to create consumer awareness and further promote its productions to generate more revenue.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-12-31
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.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-12-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Art Directors Guild ("ADG") is Local 800 of IATSE. 27th Annual ADG Awards - The ADG annually organizes this awards ceremony to honor its members who have performed with distinction. It is customary in the TV and film industry for industry producers to purchase tickets for awards ceremonies. Tickets at this level include company signage at the event and a program listing in order for sponsors such as Warner Bros. to market its construction and studio design services to potential clients. Warner Bros. also sponsored the awards ceremony 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: Payment
date_of_agreement: 2023-12-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
The Costume Designers Guild ("CDG") is Local 892 of IATSE. 25th Annual Costume Designers Guild Awards - CDG annually organizes this awards ceremony to honor its members who have performed with distinction. It is customary in the TV and film industry for industry producers to purchase tickets for awards ceremonies. Tickets at this level included full-page recognition in the awards program and sponsor listing on printed materials, the CDG website and the membership newsletter. Warner Bros. purchased tickets to recognize the contributions of the costume designers it has worked with and market its studio facilities services to potential clients. Warner Bros. also supported the event to 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: Payment
date_of_agreement: 2023-12-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Motion Picture Studio Grips is Local 80 of IATSE. Local 80s Monthly Newsletter Online Local 80 publishes an online monthly newsletter through the Local 80s website covering guild news and events. Warner Bros. purchased online advertisements at fair market value to market its studio facilities services to potential clients.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: National Director of Metal Trades
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to two Labor-Management Conferences in which the Company paid the expenses for the Union Representative. $196 was for food during one conference, and $232 was for food during another conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: UWUA Senior National Representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses were cash payments paid by the Company on behalf of the Union Representative. $196 was for food during a Labor-Management Conference, and both $57 expenses were for meals during contract negotiations.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Consultant
date_of_agreement: 2022-04-06
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Payments were for professional services provided by Logic Labor Relations, LLC. Services included informational meetings with Company employees related to the process of unionization, the National Labor Relations Act, the role of the National Labor Relations Board and collective bargaining.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses were cash payments paid by the Company on behalf of the Union Representative. $232 was for food during a Labor-Management Conference, and $226 was for meals/refreshments during negotiations of the collective bargaining agreement occurring between 10/31/2023 and 11/28/2023.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $232 was for food during the conference, and $175 was for lodging at the hotel during the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both expenses were cash payments paid by the Company on behalf of the Union Representative. $232 was for food during a Labor-Management Conference, and $39 was for a meal during negotiations of the collective bargaining agreement.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $232 was for food during the conference, and $176 was for lodging at the hotel during the conference.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Union representative on behalf of Union's charity
date_of_agreement: 2023-05-30
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Company donated to Union's 2023 annual charity golf fundraiser to support leukemia research. $1200 cash payment was to sponsor a team of 4 individuals to participate in the golf tournament, and $5000 property payment was a donation of Company-branded wireless power chargers for personal devices (e.g., cell phones) to be included in the event's "swag bags" for tournament participants.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All expenses were cash payments paid by the Company on behalf of the Union Representative. $232 was for food during a Labor-Management Conference, and remaining expenses were for meals/refreshments during negotiations of the collective bargaining agreement ($39, $2, $11, $16, $16, $15 expenditures).


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 09/01/2023 - Individual attendee Golf outing, 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. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood,1000 Nevillewood Dr, Presto, PA 15142, won a prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 01/28/2023: Individual attended Penguins Game (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 07/14/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 3. 12/23/2023: Individual attended football game (ticket): Acrisure/Heinz Field, 100 Art Rooney Avenue, Pittsburgh, PA 152129


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 10/10/2023: Individual attendee Sporting Clays, Highlands Sporting Clays 199 Teal Drive Rockwood, PA 15557, won a prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Administrative Assistant
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 02/01/2023: Highmark hosted dinner; Diplomat Beach Resort, 3555 South Ocean Drive, Hollywood, FL 33027 2. 05/17/2023: Highmark hosted golf (food and beverage): Sqauw Creek Golf Course; 761 Youngstown Kingsville Rd SE #8615, Vienna OH 44473 3. 05/18/2023: Highmark hosted dinner; Happy Moose Bat and Grill; 9436 OH-14, Streetsboro OH 44241 4. 07/31/2023: Highmark hosted dinner and beverages; Filomena Risorante; 1063 Wisconsin ave NW Washington DC 20007 5. 09/01/2023: Individual attendee Golf outing @ Club at Nevillewood The Club at Nevillewood, 1000 Nevillewood Dr, Presto, PA 15142 6. 09/05/2023: Highmark hosted during dinner and drinks Hyde Park Prime Steakhouse247 N Shore Dr, Pittsburgh, PA 15212 7. 09/05/2023: Highmark hosted drinks at Toms Watch bar 261 N Shore Dr, Pittsburgh PA 15212 8. 09/06/2023: Individual attended concert event (ticket): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 9. 09/06/2023: Individual attended Pirates Game (ticket food and beverage): PNC Park 115 Federal Street Pittsburgh, PA 15212 10. 09/06/2023: Highmark hosted drinks at Toms Watch bar 261 N Shore Dr, Pittsburgh PA 15212 beverages prior to game 11. 10/25/2023: Highmark hosted dinner with beverages; Joes Seafood, Prime Steak & Stone Crab; 750 15th NW Washing DC 20006


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 09/01/2023: Individual attendee Golf outing, 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. 02/08/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 04/12/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 3. 09/01/2023: Individual attendee Golf outing, 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. 01/31/2023: Highmark hosted dinner during the CRLO conference; Margaritaville, 1111 N ocean Drive, Hollywood, FL 33019 2. 02/01/2023: Highmark hosted dinner; Diplomat Beach Resort, 3555 South Ocean Drive, Hollywood, FL 33025 3. 06/27/2023: Highmark hosted dinner and beverages; Calderone Club; 842 N Old World 3rd st Milwaukee WI 83203 4. 09/01/2023: Individual attendee Golf outing @ Club at Nevillewood The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142 5. 09/05/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 6. 09/05/2023: Highmark hosted during dinner Hyde Park Prime Steakhouse247 N Shore Dr, Pittsburgh, PA 15212 7. 09/06/2023: Highmark hosted drinks at Toms Watch bar 261 N Shore Dr, Pittsburgh PA 15212 8. 09/06/2023: Individual attended Pirates Game (ticket food and beverage): PNC Park 115 Federal Street Pittsburgh, PA 15212 09. 09/06/2023: Highmark hosted drinks at Toms Watch bar 261 N Shore Dr, Pittsburgh PA 15212 10. 10/25/2023: Highmark hosted dinner with beverages; Joes Seafood, Prime Steak & Stone Crab; 750 15th NW Washing 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. 0221/2023: Individual attended Penguins VIP Event (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 03/20/2023: Individual attended Penguins Game (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 3. 04/12/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 4. 05/19/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 5. 09/01/2023: Individual attendee Golf outing, 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. 02/01/2023: Highmark hosted dinner; Diplomat Beach Resort, 3555 South Ocean Drive, Hollywood, FL 33027 2. 02/04/2023: Highmark hosted the CRLO Golf Outing; The Club at Emerald Hills, 4100 n Hills Dr, Hollywood FL 33029 3. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142, won prize at event 4. 10/25/2023: Highmark hosted dinner with beverages; Joes Seafood, Prime Steak & Stone Crab; 750 15th NW Washing DC 20001


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business manager
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142, won prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 02/08/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 04/12/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 3. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142 4. 10/10/2023: Individual attendee Sporting Clays@ Highlands Sporting Clays 199 Teal Drive Rockwood, PA 15557, won prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 08/07/2023: Highmark hosted dinner; Juniper Grill, 2030 Mackenzie Way Cranberry Township PA 16066 2. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood1000 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. 01/07/2023: Individual attended Pitt college Basketball Game (ticket, food, and beverages): Peterson Event Center 3719 Terrace Street, Pittsburgh, PA 15219 2. 02/08/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 3. 02/11/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 4. 03/03/2023: Individual attended Show (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 5. 03/30/2023: Highmark hosted lunch; Scoglios, 661 Anderson Dr #100, Pittsburgh PA 15220 6. 04/06/2023: Individual attended Penguins Game (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 7. 05/10/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 8. 05/21/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 9. 06/01/2023: Individual attended concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 10. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood1000 Nevillewood Dr, Presto, PA 15142, won prize at event 11. 09/02/2023: Individual attended Event (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 12. 12/03/2023: Individual attended Pitt college Basketball Game (ticket, food, and beverages): Peterson Event Center 3719 Terrace Street, Pittsburgh, PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 04/11/2023: Individual attended Penguins Game (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 05/19/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 3. 06/16/2023: Individual attended Concert (ticket, food, and beverages): Acrisure/Heinz Field, 100 Art Rooney Avenue, Pittsburgh, PA 15212 4. 11/04/2023: Individual attended football game (ticket): Acrisure/Heinz Field, 100 Art Rooney Avenue, Pittsburgh, PA 15212 5. 11/12/2023: Individual attended football game (ticket): Acrisure/Heinz Field, 100 Art Rooney Avenue, Pittsburgh, PA 15212 6. 12/03/2023: Individual attended Pitt college Basketball Game (ticket, food, and beverages): Peterson Event Center 3719 Terrace Street, 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. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Organizer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 03/20/2023: Individual attended Penguins Game (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 03/24/2023: Highmark hosted golf outing and beverages; Shooters Golf; 50 Pine Creek Rd, Wexford PA 15092 3. 04/24/2023: Highmark hosted dinner; Macintyres Pub, 2621 Connecticut Ave NW Wasington DC 20012 4. 04/29/2023: Individual attended Concert (ticket, food, and beverages): Acrisure/Heinz Field, 100 Art Rooney Avenue, Pittsburgh, PA 15212 5. 07/14/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 6. 10/24/2023: Highmark hosted golf and lunch with beverages; Totteridge Golf Course; 2029 Toetteridge Dr Greensburg PA 15601


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 02/08/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 06/01/2023Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 3. 09/01/2023: Individual attendee Golf outing, 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. 03/24/2023: Highmark hosted golf outing and beverages; Shooters Golf; 50 Pine Creek Rd, Wexford PA 15091 2. 04/24/2023: Highmark hosted dinner; Macintyres Pub, 2621 Connecticut Ave NW Wasington DC 20011 3. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142 4. 10/10/2023: Individual attendee Sporting Clays, Highlands Sporting Clays 199 Teal Drive Rockwood, PA 15557, won prize at event 5. 11/22/2023: Individual attended NHL event (ticket): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 10/10/2023: Individual attendee Sporting Clays, Highlands Sporting Clays 199 Teal Drive Rockwood, PA 15557, won prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 02/08/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 03/24/2023: Highmark hosted golf outing and beverages; Shooters Golf; 50 Pine Creek Rd, Wexford PA 15093 3. 04/24/2023: Highmark hosted dinner; Macintyres Pub, 2621 Connecticut Ave NW Wasington DC 20009 4. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood, 1000 Nevillewood Dr, Presto, PA 15142, won prize at event 5. 10/10/2023: Individual attendee Sporting Clays, Highlands Sporting Clays 199 Teal Drive Rockwood, PA 15557, won prize at event 6. 10/24/2023: Highmark hosted golf and lunch with beverages; Totteridge Golf Course; 2029 Toetteridge Dr Greensburg PA 15601 7. 12/05/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 10/10/2023: Individual attendee Sporting Clays, Highlands Sporting Clays 199 Teal Drive, Rockwood, PA 15557, won prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 02/01/2023: Highmark hosted dinner; Diplomat Beach Resort, 3555 South Ocean Drive, Hollywood, FL 33020 2. 02/04/2023: Highmark hosted the CRLO Golf Outing; The Club at Emerald Hills, 4100 n Hills Dr, Hollywood FL 33023 3. 10/25/2023: Highmark hosted dinner with beverages; Joes Seafood, Prime Steak & Stone Crab; 750 15th NW Washing DC 20005 4. 10/29/2023: Individual attended football game (ticket): Acrisure/Heinz Field, 100 Art Rooney Avenue, Pittsburgh, PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 02/01/2023: Highmark hosted dinner; Diplomat Beach Resort, 3555 South Ocean Drive, Hollywood, FL 33032 2. 02/04/2023: Highmark hosted the CRLO Golf Outing; The Club at Emerald Hills, 4100 n Hills Dr, Hollywood FL 33034 3. 09/10/2023: Individual attendee Golf outing @ Club at Nevillewood The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142 4. 10/25/2023: Highmark hosted dinner with beverages; Joes Seafood, Prime Steak & Stone Crab; 750 15th NW Washing DC 20005


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary / Treasurer
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 04/12/2023: Highmark hosted beverages; PNC Park, 115 Federal St, Pittsburgh pa 15213 2. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142 3. 10/10/2023: Individual attendee Sporting Clays@ Highlands Sporting Clays 199 Teal Drive Rockwood, PA 15557, won prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 03/24/2023: Highmark hosted golf outing and beverages; Shooters Golf; 50 Pine Creek Rd, Wexford PA 15090 2. 04/24/2023: Highmark hosted dinner; Macintyres Pub, 2621 Connecticut Ave NW Wasington DC 20010 3. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142 4. 10/10/2023: Individual attendee Sporting Clays, Highlands Sporting Clays 199 Teal Drive Rockwood, PA 15557, won prize at event 5. 10/24/2023: Highmark hosted golf and lunch with beverages; Totteridge Golf Course; 2029 Toetteridge Dr Greensburg PA 15601


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 05/11/2023: Highmark hosted golf; Cedarbrook Golf Course; 215 PA 981, Belle Vernon PA 15013 2. 05/12/2023: Individual attended Concert (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 3. 06/29/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, 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. 01/28/2023: Individual attended Penguins Game (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 2. 03/20/2023: Individual attended Penguins Game (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 3. 05/11/2023: Highmark hosted golf; Cedarbrook Golf Course; 215 PA 981, Belle Vernon PA 15012 4. 06/29/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Senior Council Representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood 1000 Nevillewood Dr, Presto, PA 15142 won prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice president
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 01/07/2023: Individual attended Pitt college Basketball Game (ticket, food, and beverages): Peterson Event Center 3719 Terrace Street, Pittsburgh, PA 15219 2. 04/06/2023: Individual attended Penguins Game (ticket, food, and beverages): PPG Arena 1001 5th Ave, Pittsburgh, PA 15219 3. 05/05/2023: Highmark hosted golf; Cranberry Highlands; 5601 Freshcorn Rd Cranberry Township PA 16067 4. 05/10/2023: Individual attended Pirates Game (ticket, food, and beverages): PNC Park 115 Federal Street Pittsburgh, PA 15212 5. 08/10/2023: Highmark hosted dinner and beverages; Meat and Potatoes; 649 Penn Ave Pittsburgh, PA 15222 6. 09/01/2023: Individual attendee Golf outing, The Club at Nevillewood, 1000 Nevillewood Dr, Presto, PA 15142, won prize at event


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: UBC District Vice President
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
1. 09/01/2023:Individual attendee Golf outing, The Club at Nevillewood, 1000 Nevillewood Dr, Presto, PA 15142


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2023-12-04
federal_work: No
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Conducting meetings with employees in the voting unit to discuss union representation and voting in the upcoming election.


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 contract matters and provides lunch to the participants. Because the Company paid for the entire amount of the bill for both the Company and the Union, the above expenditure reflects the portion of the Bill that was allocated for Union members.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Company paid for a dinner meeting with IBT leadership in Las Vegas to discuss open contract disputes and continue to foster a positive working relationship. Because the Company paid for the full bill the above expenditure reflects half the total bill, which covered the Union's costs.


activity_code: ITEM 8.a.
activity_type: Payment
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Company paid for a dinner meeting with the Local IBT Leadership to discuss open contract disputes and build relationships. Because the Company paid for the entire amount of the bill for both the Company and the Union, the above expenditure reflects half the total bill, which covered the Union's costs.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $196 was for food during the conference, and $216 was for lodging at the hotel during the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $196 was for food during the conference, and $205 was for lodging at the hotel during the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $196 was for food during the conference, and $182 was for lodging at the hotel during the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $196 was for food during the conference, and $193 was for lodging at the hotel during the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Cash payment expense paid by the Company for Union Representative's membership in Union Sportsmen's Alliance, which supports the local community through volunteer time and unique trade skills to expand and improve public access to the outdoors, conserve and maintain critical wildlife habitats, restore our nations parks, and provide mentoring programs that introduce youth to the outdoors.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-12-19
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Floyd served on the EmblemHealth, Inc. and HIPGNY Boards of Directors during 2023. The company made fourteen charitable contributions on behalf of Mr. Floyd - Thirteen payments were made directly to Queens-Nassau Comets, Inc. and one payment was made directly to Crofton High School.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-12-19
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Floyd served on the Board of Directors of EmblemHealth during 2023. The company made charitable contributions to the following organizations on Mr. Floyds behalf: Newark Public Radio, Inc. (Check # 77075049) The National Jazz Museum in Harlem (Check # 77075067) Kingdome Sports League (Check # 77075839) Grace Lutheran School (Check # 77075035) Valley Stream Central Eagle Club (Check # 77075069) Queens Nassau Comets, Inc. (Check # 77075057) Eagle Club (Check # 77075032) Jazz House Kids (Check # 77075037 & 77082081)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-12-19
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Mr. Floyd attended in-person Board and Committee meetings for which EmblemHealth directly paid the hotel for Board members participation at meetings.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Organization
date_of_agreement: 2023-04-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Golf outing benefiting Painters & Allied Trades for Children's Hope Foundation & District 9 Scholarship. Check #77076863


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $196 was for food during the conference, and $153 was for lodging at the hotel during the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $196 was for food during the conference, and $696 was for lodging at the hotel during the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both expenses were related to a Labor-Management Conference. The Company paid $196 for the Union Representative's food and $216 for hotel lodging for the duration of the conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both cash payments were related to a Labor-Management Conference in which the Company paid the expenses for the Union Representative. $196 was for food during the conference, and $432 was for lodging at the hotel during the conference.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2023-10-05
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Labor Consulting Group, LLC was retained to lawfully explain the company's position for an NLRB election


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-04-01
form_agreement: Both
explanation:
TPI was hired to communicate to employees at employer's locations to provide employees with information from the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both expenses were cash payments paid by the Company on behalf of the Union Representative. $232 was for food during a Labor-Management Conference, and $38 was for a business dinner meeting attended by the Union Representative and members of management to discuss labor relations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both expenses were cash payments paid by the Company on behalf of the Union Representative. $232 was for food during a Labor-Management Conference, and $23 was for a business dinner meeting attended by the Union Representative and members of management to discuss labor relations.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union representative
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Both expenses were cash payments paid by the Company on behalf of the Union Representative. $232 was for food during a Labor-Management Conference, and $52 was for a business dinner meeting attended by the Union Representative and members of management to discuss labor relations.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-01-26
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This payment was made pursuant to the terms of a collectively-bargained agreement between the Professional Referee Organization, Inc. ("PRO") and the Professional Soccer Referees Association ("PSRA"), whereby PRO agreed to pay the amount set forth above in consideration for the licensing of the likenesses of soccer match officials to PRO, through PSRA.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2022-06-08
federal_work: No
form_agreement: Written*
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
This agreement is for political consultation and lobbying services with respect to proposed legislation. The scope of work includes: Brand positioning and political management, relationship and profile building, direct lobbying & advocacy, and political support.


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:
09/09/2024: Brickyard Golf Club, Macon Annual Golf Tournament - Golf and Advertisement (Platinum Sponsorship).


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-10-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/22/2024: Mercer Oaks Golf Course Golf Outing-benefiting the Scholarship and the Diabetes Research Foundation.


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:
06/07/2024: Inkster Valley Golf Club, Inkster 11th Annual Golf Outing Scholarship Fundraiser - Golf and Advertisement. 06/07/2024: Inkster Valley Golf Club, Inkster 11th Annual Golf Outing Scholarship Fundraiser - Golf and Advertisement. 07/08/2024: Shaker Ridge Country Club Raffle Tickets Purchased during the event.


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:
03/06/2024: The Diplomat 2024 Winter Conference Sponsor. 05/06/2024: Pelham Bay and Split Rock Golf Course 12th Annual Golf Classic. 10/21/2024: The Diplomat Resort and Spa 2025 Winter Conference Sponsor Payment date 10/21/2024. 12/19/2024: Russo s on the Bay, Howard Beach Holiday Luncheon.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/21/2024: Washington Hilton National Legislative Conference - sponsorship. 09/27/2024: Hilton New Orleans Riverside 14th Annual Conference - sponsorship.


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:
06/05/2024: Pinehills Golf Club Raffle Tickets when attending Carpenters for Hope Charity. 06/05/2024: Pinehills Golf Club Carpenters for Hope Golf Classic.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-05-31
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/31/2024: Pelham Split Rock Golf Courses 2024 Charity Golf Outing to benefit the Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-09-26
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/26/2024: Silver Lake Country Club, Orland Park Contribution towards annual PAC Golf Outing. 12/10/2024: Cement Mason s Local 502 Union Hall, Bellwood Holiday Open House Sponsorship.


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:
06/07/2024: Mallard Creek Golf Course, Columbia Station 49th Annual Golf Outing - Golf and Advertisement.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-10-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/15/2024: Revere Golf Club 20th Annual Tillmon, Turner, Sifford and Savalli Memorial Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-05-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/17/2024: Meadowbrook Golf Course, Clayton 38th Annual Golf Tournament - Golf and Advertisement - Silver Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-07-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/22/2024: Franklin Co Country Club 33rd Annual Coats for Kids Golf Outing. 09/02/2024: DuQuoin Fairgrounds Annual Labor Day Picnic - sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-13
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/13/2024: Silver Lake Country Club, Orland Park 7th Annual Scholarship Fund Golf Outing. 08/17/2024: 115 Bourbon St 10th Annual Helping Hands Fundraiser - Corporate Entertainment Sponsor.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/08/2024: Wyndham Springfield City Centre State Conference. 10/31/2024: Walker s Bluff Casino Resort Conference Meeting Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/01/2024: Royal Oaks Golf Club, Lebanon 2024 Annual Golf Outing - Golf and Advertisement. 06/01/2024: Royal Oaks Golf Club Annual Golf Outing benefitting Mesothelioma Research.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-02-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/23/2024: The LINQ Hotel and Casino, Las Vegas Payment to BMA Media Group for 9th District retirement event. 04/17/2024: Washington Hilton 2024 Conference Sponsorship. 06/12/2024: Hyatt Regency, Houston Seventh District Progress Meeting - Golf and Advertisement. 06/24/2024: Red Lion Hotel Pocatello 79th Annual Eighth District Progress Meeting. 07/15/2024: Norfolk Waterside Marriott, Norfolk 2024 Progress Meeting 4th District. 07/23/2024: Grand Hyatt Resort and Spa, Kauai 2024 Progress Meeting - 9th District. 08/27/2024: Hyatt Regency Chicago Membership Development Conference - sponsorship. 09/10/2024: Hyatt Regency Buffalo 78th Annual Progress Meeting - conference sponsorship. 09/17/2024: Hilton Chicago 2024 Progress Meeting - conference sponsorship. 09/17/2024: Hilton Chicago 2024 Progress Meeting - conference fee - 6th District. 09/25/2024: New Orleans Riverside Hilton 2024 Women s Conference.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-27
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/27/2024: The World Shooting and Recreational Complex, Payment to Union Electrical Ind 3rd Annual Sporting Clays Shoot - Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-07-20
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/20/2024: Eagle Crest Golf Club, Ypsilanti Payment to The Disaster Relife Fund Inc - 5th Annual Golf Classic - sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/28/2024: Terrace on the Park, Queens 2024 Dinner Dance. 10/31/2024: Bethpage Golf Course, Farmingdale Fall Golf Classic.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/11/2024: FTI Training Center, 117 Label Lane, Weston Sponsorship for the reception at WV Finishing Trades Expo.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-01-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/29/2024: Fox Hollow Chalet Holiday Party 2024. 08/24/2024: Alaska Aviation Museum Pinning Party Celebration and Sonny Stockton Memorial BBQ.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/16/2024: Paddys Bar and Grill St Patrick s Day Festival. 08/24/2024: Stone Creek Golf Club, Oregon City 3rd Annual Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-23
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/23/2024: The Forge Adventure Park, Lemont Annual Picnic. 09/09/2024: Silver Lake Country Club, Orland Park 6th Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2023-12-09
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
12/09/2023: Annual Holiday Party - catering sponsorship. 01/14/2024: Donation to the Scholarship Fund in Honor of Mr Smith. 06/27/2024: Kokopelli Golf Club, Marion 2024 Golf Tournament - sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-09-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/11/2024: Lick Creek Golf Course, Pekin 26th Annual John M Evans Scholarship Golf Tournament - Gold Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-01-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/03/2024: Payment #1 for ULLICO s 2024 share of the Capital One Arena - Suite. 03/31/2024: Payment #2 for ULLICO s 2024 share of the Capital One Arena - Suite. 06/30/2024: Payment #3 for ULLICO s 2024 share of the Capital One Arena - Suite. 09/30/2024: Payment #4 for ULLICO s 2024 share of the Capital One Arena - Suite.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-04-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
04/01/2024: l7-20 Whitestone Expressway, Suite 200, Whitestone Payment to Frank Doolittle Co for annual fundraiser.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-10-06
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/06/2024: Blackhawk Country Club, Stratford Raffle Tickets for 6th Annual Charity Golf Tournament. 10/07/2024: Blackhawk Contry Club 385 Oronoque Lane, Stanford, Charity Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-02-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
02/10/2024: Local 300 Union Hall, Los Angeles Valentine s Dance Fundraiser. 06/06/2024: Local 300 Union Hall, Los Angeles Scholarship Fundraiser Dinner.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-08-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/22/2024: Corica Park Golf Course, Alameda 38th Annual Michael and Joyce Day Memorial Guide Dogs of America Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-11
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/11/2024: MGM Springfield 105th Annual Convention - Bronze Sponsorship. 03/11/2024: MGM Springfield, MA Annual Convention - Breakfast Sponsorship. 03/12/2024: Purchased Raffle tickets during the event.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-07-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/12/2024: Golden Fox Golf Course, Plymouth Silver Sponsorship towards the 33rd Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-18
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/18/2024: Target Field 13th Annual Night at Target Field. 09/04/2024: Majestic Oaks Country Club, Ham Lake 28th Annual Dollars Against Diabetes (D A D s) Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/10/2024: Westin Diplomat Resort and Spa, Hollywood Annual Breakfast Meeting. 10/10/2024: Timber Point Golf Course 17th Annual Jack Kennedy Memorial Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-05-01
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/01/2024: 2024 Website Sponsorship. 07/16/2024: Hard Rock Hotel and Casino, Atlantic City 119th Annual Convention - Sponsorship. 09/05/2024: gold seal advertisement gold seal advertisement.


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:
04/23/2024: Washington Hilton and Towers - Jefferson Room Annual Legislative Breakfast - sponsorship. 04/23/2024: Washington Hilton and Towers - Jefferson Room Annual Legislative Breakfast - sponsorship. 07/29/2024: Saratoga National Golf Annual Golf Outing - sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-07-21
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/21/2024: Ft William Henry Resort Hotel and Conference Center, Lake George 114th Annual Convention - Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-22
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/22/2024: Bright Grandview Golf Course Annual Iowa Scholarship Golf Outing. 08/24/2024: Caribou Gun Club, Le Sueur Annual Carpenters Shotgun Tune-up. 09/07/2024: Pinewood Country Club, Harshaw Annual Wisconsin Scholarship Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-03-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/16/2024: Archer Avenue at Oak Park 2024 Archer Avenue St Patrick s Day Parade. 08/19/2024: Silver Lake Country Club, Orland Park Payment to Sweeney Classic for Fundraiser.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-25
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/25/2024: Turf Valley Golf Resort, Ellicott City 7th Annual Rob Mason Classic Golf Tournament - Sponsorship. 08/12/2024: Caesars Palace 2024 Convention - sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/17/2024: Hilton Harrisburg 2024 Legislative Conference - Platinum Sponsorship - Exhibit Booth. 08/30/2024: 2024 Payment for Annual Directory - Gold Seal AD 2024 Payment for Annual Directory - Gold Seal AD.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/15/2024: Mystic Creek Golf Course 1st Annual Scholarship Golf Outing Contribution to benefit the Benevolent Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-07-20
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
07/20/2024: Edgewood Golf Course, Auburn Golf Outing - sponsorship. 07/20/2024: Edgewood Golf Course, Auburn 2024 Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-14
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/14/2024: Raffle purchase during event. 06/14/2024: Cranston Country Club Lunch Sponsorship towards the Spring Charity Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-10-24
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/24/2024: Callippe Preserve Golf Course, Pleasanton Erik S Emblem Invitational HVAC Industry Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-08-19
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/19/2024: Green Valley Country Club, Fairfield Annual Robert G Mammini Scholarship Trust Fund Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-15
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/15/2024: FDR State Park, Yorktown Heights 3rd Annual Industry Family Picnic and 100th Anniversary Celebration. 09/21/2024: Stony Ford Golf Course, Montgomery Payment to sponsor the NJB Fund. 12/14/2024: Headquarters 9th Annual Children s Christmas Party.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-10-12
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
10/12/2024: Paradise Pointe Golf Course, Smithville Event to benefit Working Family and Friends United Way.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-05-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/28/2024: Shackamaxon Golf and Country Club, Scotch Plains Contribution towards 23rd Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-08
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/08/2024: Meadow Brook Golf Course, Taylorsville Ralph J Taurone Scholarship Fund Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-08-16
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
08/16/2024: Lakes of Taylor Golf Course, Taylor 27th Annual Community Service Golf Outing - Cash donation. 08/16/2024: Lakes of Taylor Golf Course 27th Annual Community Service Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-06-10
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
06/10/2024: Hempstead Golf and Country Club, Hempstead 27th Annual Golf Outing to benefit the Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-05-03
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
05/03/2024: Bayshore Park, Bacliff 2024 Annual Saltwater Fishing Tournament - Sponsorship Donation. 10/18/2024: Hermans Park Course Scholarship Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2024-09-27
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
09/27/2024: Drumm Farm Golf Club, Independence 17th Annual Charitable Golf Outing - event sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2024-03-28
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
03/28/2024: Ullico DC Office 2024 Quarterly Board of Director fees. 04/05/2024: Ullico DC Office Q4 2023 PER MEETING FEES. 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 2024 Quarterly Board of Director fees. 09/30/2024: 2024 Quarterly Board of Director fees 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: General President
date_of_agreement: 2024-01-02
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
01/02/2024: Ullico DC Office 2023 Quarterly Board of Director fees. 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. 04/18/2024: Loebs Deli Lunch for Board Meeting. 06/28/2024: 2024 Quarterly Board of Director fees 2024 Quarterly Board of Director fees. 09/30/2024: 2024 Quarterly Board of Director fees 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. 10/29/2024: Ullico DC Office 2024 Quarterly Per Meeting Fees. 12/30/2024: Ullico DC Office 2024 Quarterly Board of Director fees.


