# activity

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


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Golf/Entertainment - Gold sponsorship for the Cleveland B&CTC Golf Outing and Dinner (included 2 PNC golfers)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship for a table at the 110th Anniversary Celebration and the Central States Conference Master Apprenticeship Competition


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Golf/Entertainment - Bronze sponsorship for the Bricklayers and Allied Craftworkers Local 2 Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments were for fees and reimbursement of expenses at State union meetings or Local union workshops


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-03-04
form_agreement: Both
explanation:
For a daily/hourly rate of pay and payment of reasonable travel expenses, Jim Monica, Wildine Pierre, Jose Caraballo, and Dan Hernandez of American Labor Relations Group, Inc. conducted educational meetings on rights under the National Labor Relations Act, collective bargaining and union representation with employees at Element Material Technology's South Windsor, Connecticut materials testing laboratory.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary-Treasurer
form_agreement: Oral
explanation:
Patrick Eiding's 2020 Independence Blue Cross Regional Advisory Board Compensation, $52,700. Patrick Eiding's 2020 Independence Health Group Board of Director Compensation. $20,500.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-07-18
form_agreement: Written*
explanation:
Engaged to communicate with employees regarding their rights to unionize and refrain unionizing under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Consultant
explanation:
On 08/17/2020, Mackay Shields LLC made a check to District Council No. 9 (DC9) Special Events in the amount of $700. The payment was for a lunch sponsorship at the 19th Annual Golf Classic for District Council 9 Special Events. Denise Spillane a consultant for Mackay Shields LLC attended the event. The event took place on Monday August 31, 2020 at the Pelham Split Rock Golf Course in the Bronx, NY.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-04-28
form_agreement: Written*
explanation:
Payment was made to ADS Consulting, LLC under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-03-09
form_agreement: Written*
explanation:
Payment was made to C. Hunt Consulting, Inc. under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Partner
date_of_agreement: 2020-03-08
form_agreement: Written*
explanation:
Payment was made to The Crossroads Group under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-03-13
form_agreement: Written*
explanation:
Payment was made to Greer Consulting, Inc. under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-04-14
form_agreement: Written*
explanation:
Payment was made to Kirsten Johnson Moore under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-04-27
form_agreement: Written*
explanation:
Payment was made to Labor Educators, LLC under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-08-04
form_agreement: Oral
explanation:
Payment was made under an oral agreement to provide employees with information concerning their rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-04-27
form_agreement: Written*
explanation:
Payment was made to Progressive Labor Solutions, LLC under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-05-09
form_agreement: Written*
explanation:
Payment was made to Quality Labor Solutions, LLC under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultants
date_of_agreement: 2020-04-01
form_agreement: Written*
explanation:
Payment was made to Reliant Labor Consultants under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-03-09
form_agreement: Written*
explanation:
Payment was made to Healthcare Management Group under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: CEO
date_of_agreement: 2020-03-09
form_agreement: Written*
explanation:
Payment was made to Road Warrior Production LLC under the terms of a written agreement, a copy of which has been filed contemporaneously herewith.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2019-10-02
form_agreement: Oral
explanation:
The Bennett Law Firm, PA was retained to provide education to employees and management on their rights and obligations under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
During the course of collective bargaining negotiations hosted by CBS, CBS purchased meals for WGA East representatives and negotiating committee members. Individuals on whom more than de minimus amounts were spent on meals are C. Aiken, E. Cox, D. Ibrahim, M. Isaac, J. Meda, A. Mont, L. Peterson, M. Ryan and O. Wilson. In addition, CBS made a payment for a promotional digital screener eBlast of the television series THE GOOD FIGHT to guild members.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Showtime made payments to the WGA East for a "for your consideration" awards season screener emails to WGA member voters and a full page congratulatory advertisement in the program for the 2020 Writers Guild of America Awards Show recognizing the achievements of writers in the motion picture and television industry.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Showtime made payments to the WGA West for a "for your consideration" awards season screener email to WGA member voters and a payment for one standard table (seating 10) ($2,400) for Showtime employees and their guests and a table/program congratulatory advertisement bundle ($4,000) for the Writers Guild of America Awards Show on February 1, 2020 honoring the achievements of writers in the motion picture and television industry.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Showtime made a payment to SAG-AFTRA for awards season "for your consideration" screener mailings to members.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: District 9 Staff Representative
date_of_agreement: 2000-01-01
form_agreement: Oral
explanation:
Dedicated office space is provided to the local union for the purpose of conducting union business. Athens, GA Plant - Local Union No. 260 USW. Estimated rental value of space is $150 per month.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Local President
date_of_agreement: 2000-01-01
form_agreement: Oral
explanation:
Dedicated office space is provided to the local union for the purpose of conducting union business. Buckhannon, WV Plant - Local Union No. 477 USW. Estimated rental value of space is $125 per month.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local President
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
Six members of the USW Local 5 - 363 Union Committee attended safety meetings where breakfast/lunch were provided. The six members of the Union Committee attending and their positions in the union are: James Kimberlin - Local President Lee Wallace - Local Vice President Sara Montgomery - Chief Steward Steve Houser - Treasurer Larry Gwinner - Financial Secretary Darryl Charlton - Recording Secretary


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, Local D-533
date_of_agreement: 2020-01-03
form_agreement: Oral
explanation:
Five members of the International Brotherhood of Boilermakers Union Local D-533 attended various union-management events where 8.a reportable items were received. The five members of the Union committee participating in these events are: Mike Schrock - Local President - D-533 Lee Moser - Local Vice-President - D-533 Kenny Garnett - Local D-533 Committee Member Kent Ardinger - Local D-533 Committee Member Donnie Beall - Local D-533 Committee Member


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice-President
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
Two members of the International Chemical Workers Union Council of the UFCW Local 566-C attended various employee events where 8.a reportable items were received. The two members of the Union committee participating in these events are: Joshua Maxey-Vice President Jace Starkey-Vice President


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-05-12
form_agreement: Written*
explanation:
1) Payment for access to training materials via website and campaign buttons. 2) 14 hours of consulting services plus travel and expenses for one LRI Consultant over two days.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS purchased a table for twelve (12) representatives of CBS and their guests to attend the 2020 Writers' Guild of America Awards Show NYC Ceremony honoring the achievements of writers in the motion picture and television industry and a full page congratulatory advertisement for the Awards Show program.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
During the course of collective bargaining negotiations hosted by CBS, CBS purchased meals for IATSE representatives and negotiating committee members. Individuals on whom more than de minimus amounts were spent on meals are B. Bradley, J. Brennan, J. Claffey, C. Farrington, F. LAzarto, G Lynch, E. McMahon, T. Minor, F. Moss, R. Nimmo, C. Szymanski, B. Unotti, A. Vitelli, S. Walters.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS purchased four (4) tickets for representatives of CBS to attend the 2020 SAG-AFTRA Awards Dinner honoring the achievements of actors in the motion picture and television industry.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS made a payment for twelve (12) tickets for representatives of CBS to attend the 2020 Directors' Guild of America Awards Dinner honoring the work of directors in the motion picture and television industry. CBS also purchased a congratulatory advertisement in the 2020 Directors' Guild of America Awards program book.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Consultant
date_of_agreement: 2020-09-01
form_agreement: Oral
explanation:
VCA retained and paid Gabrielle Shores to meet with employees and managers to assess the employee relations environment and identify opportunities for improvement in employee morale, engagement and satisfaction, and overall performance, and if questions arose about employee rights under the NLRA, to provide education about those rights.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
The payment represents sponsorship / advertisement in the commemoration of the 125th Anniversary of the Local. Payment to a labor organization. There was no oral agreement but the DOL software requires a box to be checked.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
The payment represents advertisement in an ad book for the Annual Dinner / Dance honoring the annual graduates of the Local's Apprenticeship program. Payment to a labor organization. There was no oral agreement but the DOL software requires a box to be checked.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2014-12-16
form_agreement: Written*
explanation:
Office space in Portland, Oregon, is provided per Article 18P of the collective bargaining agreement between Horizon Air and the International Brotherhood of Teamsters (now represented by AMFA Local 14, 2800 S 192nd St, SeaTac, WA 98188) which states: "Effective upon signing of this Agreement, the Company shall supply permanent suitable office space of the Union's use, on the property at the Portland Maintenance Base(PDX)where the employees are located, and easily accessible by the Employees."


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2019-01-01
form_agreement: Oral
explanation:
Board of Directors travel expenses for Board member Lynn Fox reimbursed to the union - Workers United.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Consultant
date_of_agreement: 2020-08-24
form_agreement: Oral
explanation:
Conduct employee and supervisory group meetings to inform and educate participants about their rights, duties and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board Procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: BCTGM Local 42 - Atlanta Bakery
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The BCTGM was provided an office space of approximately 125 sq. ft. on site at the Bakery for the entire year. The expenditure amount was determined by using $13.50/sq. ft. as the average rate for "Class C" office space.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Secretary Treasurer
date_of_agreement: 2020-12-15
explanation:
A product donation of 9 pallets totaling $3090 in value ($2155 of Chicken in a Biskit crackers and $935 of Ritz crackers) was donated to the Northwest Oregon Labor Council Food Drive.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Teamsters Local 745 - Fort Worth, TX Location
date_of_agreement: 2020-10-16
form_agreement: Oral
explanation:
The Company paid $580.20 to the Hilton Garden Inn-Fort Worth Alliance Airport for a conference room along with audio/visual equipment rental. This was for an arbitration hearing.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: BCTGM Local 364 - Portland Bakery
date_of_agreement: 2020-02-04
form_agreement: Oral
explanation:
The Company paid $820.80 to Courtyard by Marriott-Portland North Harbour for a conference room along with meals. This was for an arbitration hearing.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: BCTGM Local 364 - Portland Bakery
date_of_agreement: 2020-03-11
form_agreement: Oral
explanation:
The Company paid $1468 to Residence Inn-Portland North Harbour for multiple conference rooms along with meals. This was for arbitration hearings.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Representative
date_of_agreement: 2020-06-23
form_agreement: Written*
explanation:
Payments were made in response to specific requests to support or sponsor events such as picnic, golf outings, charity runs or scholarship / awards dinners.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Contractor
date_of_agreement: 2020-02-18
form_agreement: Oral
explanation:
The Employer engaged MSH Communications 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
form_agreement: Oral
explanation:
Contribution to Bricklayers and Allied Craftworkers Local #3 21st Annual Crab Feed benefitting the BAC 3-Sullivan-Kraw Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director
explanation:
Value of Office space in Ordway dedicated to Coalition of KP Staff (24L-2440, 24L-2441, 24L-2459, 24L-2457, 24L-2456, 24L-2455)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
01/17/2020 - Donated 2 Red Wings Tickets to Plumbers Local 98 Union Raffle Meeting 12/09/2020 - Ad Purchased 2021 Local 98 Log-Book Back Page Sponsor


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
07/08/2020 - Donation Golf Balls Promotional Merchandise - Qty 90, Bridgestone Precept Power Drive Golf Balls for 2 Events


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, UAW Local 1193
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
1) Use of on-site office space for union representatives, including President, Stewards, a Benefits/Safety Representative and an Employee Assistance (EAP) Representative.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, UAW Local 2147
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
1) Use of on-site office space for union representatives, including President, Chairpersons and Steward.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Chair, UAW Local 412, Unit 28
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
1) Use of on-site office space for union representatives, including Chairperson, Stewards and a Benefits Representative.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Treasurer/Secretary
date_of_agreement: 2019-12-03
form_agreement: Oral
explanation:
Mr. Devlin's board and audit retainer fees are based on his standing as a board director and audit committee member.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Interim Executive Director
date_of_agreement: 2019-12-03
form_agreement: Oral
explanation:
Ms. Goddeeris' board retainer fees are based on her standing as a board director. A deferred compensation plan is available to all board members. Ms. Goddeeris has chosen to defer a portion of her board retainer fees earned in 2020 until a subsequent year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided Margaret Sullivan with travel pass which allows business travel on AA flights. This pass is an enhancement to the travel pass provided as an AA employee for business and personal. The value of the pass is based on usage during the 2020 year.The cost charged to Margaret Sullivan is the same cost to employees


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Representative
explanation:
provided Michael Cicconi with a travel pass for travel pass which allows business travel on AA flights. This pass is an enhancement to the travel pass provided as an AA employee for business and personal. The value of the pass is based on usage during the 2020 year.The cost charged to Michael Cicconi is the same cost to employees


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided employee with a travel pass which allows business travel on AA flights. This pass is an enhancement of the travel pass that AA employees already receive. The value of the pass is based on usage during 2020 calendar year. The cost charged to the employee is the same as that charged to other AA employees


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided parking authorization which allowed Mark 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 2020


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided parking authorization which allowed him to park at DFW Airport. As an AA employee, he otherwise would have received paid parking in remote parking lots at DFW. The value of the parking is based on the terminal parking rates for 2020


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Membership Chairman
date_of_agreement: 2020-01-08
form_agreement: Oral
explanation:
As Membership Chairman of the Air Line Pilots Association, Int'l, Will McQullen has a role in deciding where the Union's events will be held. During his hotel stays at the Hilton Seattle Airport & Conference Center Hotel on January 8-20, June 13-22 August 13-23, August 15-25, and at the Doubletree by Hilton Seattle Airport on February 6-15, 2020, as it has done for many of its other current and prospective group meeting customers in similar situations, the Hotels provided Event Planner Bonus Honors Points. The expenditures related solely to his role as a current and future group events customer through his role with the Union. Will McQuellen did not give or promise or agree to anything in exchange in exchange for the expenditures. The value provided in Section 11b is our best good faith estimate of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2020-01-29
form_agreement: Oral
explanation:
Greg Revard, General President, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union visited the Hotel to evaluate its suitability as the event site, as it has done for other customers in similar situations. Hilton's managers met with him on January 30, 2020 over lunch to discuss the possibility of holding the Union's 2021 Apprenticeship Conference and Competition and other possible opportunities for future events to take place at Hilton Americas-Houston, and provided him with complimentary accommodations for the evening before. The expenditures listed above related to Greg Revard's role as a current and future customer of Hilton. Greg Revard did not give or promise or agree to anything in exchange for the expenditures. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-01-10
form_agreement: Oral
explanation:
Consultant provided employees with information about their rights under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Paid $1,000 in support of Jared Allen's Home for Wounded Warriors Annual Carpenters Shotgun Tune-Up.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Labor Relations Consultant
date_of_agreement: 2019-07-10
form_agreement: Written*
explanation:
Payment for general personnel and labor relations activities for the National Labor Relations Board RC election compain at Employer's property, pursuant to terms of July 10, 2019 agreement (copy attached).


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2020-01-24
form_agreement: Written*
explanation:
LRI Consulting Services was retained by Archer Daniels Midland to support colleague education at a Corn Processing facility located in Marshall, MN. Training was intended to educate employees on union organizing including understanding that union cards are legal documents, protecting their personal information and summarizing some of the common misunderstandings employees have about unions.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Advertising Sponsor (Breakfast), 2020 NYC BCTC Winter Conference Question 10b: There was no written or oral promise, agreement, or arrangement made. This question has been answered to validate, sign and submit the report online at guidance of US DOL Office of Labor Management Standards on 3/22/2021.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Annual Reception Dinner Gold Package Sponsorship (4 tickets & Gold page Ad) Question 10b: There was no written or oral promise, agreement, or arrangement made. This question has been answered to validate, sign and submit the report online at guidance of US DOL Office of Labor Management Standards on 3/22/2021.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
1.) Annual Breakfast Meeting Sponsor 2.) Advertising Directory Renewal 2020-2021 Question 10b: There was no written or oral promise, agreement, or arrangement made. This question has been answered to validate, sign and submit the report online at guidance of US DOL Office of Labor Management Standards on 3/22/2021.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-03-04
form_agreement: Written*
explanation:
Consultant educated management associates of their obligations under the National Labor Relations Act and non-management associates of their rights under the National Labor Relations Act. See the attached agreement for more details.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2020-08-27
form_agreement: Written*
explanation:
Educated and provide provable and verifiable facts and encourage your employees to decide for themselves whether union representation is right for them everyone is entitled to their own opinion and we will treat all of your employees with respect, even those who disagree with us. Make sure that your leaders are well trained and understand the rules and legal requirements and we will do our very best to ensure that every employee is able to vote in a free and fair election. Work with your managers to up their game as leaders organizing events are stressful and challenging but we often find that with our guidance, relationships and connections between leaders and their teammates dramatically improve.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-12-31
form_agreement: Oral
explanation:
Screening letters and invitations - Warner Bros. paid service fees at fair market value to the WGA to mail screening letters created by Warner Bros. and sent to the WGA membership. The invitations provided screening information, such as screening dates, times and locations of various Warner Bros. TV and film productions that the WGA members screened for free in order to promote the Warner Bros. brand name and its featured TV and film productions to increase consumer awareness and further generate more revenue. WGA East Awards Program - Warner Bros. purchased advertisements at fair market value for placement in the program for the 72nd Annual WGA East Awards. These advertisements recognized the contributions of nominated WGA members and promoted Warner Bros. TV and film productions. It is customary in the TV and film industry for industry producers to purchase program advertisements to promote their nominated productions and increase consumer awareness to further generate revenue.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-12-31
form_agreement: Oral
explanation:
26th Annual SAG Awards - SAG-AFTRA annually organizes the awards ceremony to honor its members who have performed with distinction. It is customary in the TV and film industry for industry producers to support the awards ceremony. Warner Bros. purchased tickets to the awards ceremony at fair market value to recognize the contributions of the performers. SAG-AFTRA produced various video tributes that were exhibited at the awards ceremony. Warner Bros. waived its standard license fees to allow SAG-AFTRA to use photographic stills and clips from Warner Bros. TV and film productions in the tributes. Warner Bros. supported the awards ceremony to recognize the contributions of the performers it has worked with and promote the Warner Bros. brand name and its featured TV and film productions to increase consumer awareness and further generate revenue.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-12-31
form_agreement: Oral
explanation:
The Art Directors Guild ("ADG") is Local 800 of IATSE. 24th 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. Advertisement in "Perspectives" magazine - The ADG publishes this magazine covering guild news and events. Warner Bros. purchased advertisements at fair market value to promote its studio and construction facilities services to potential clients. It is also customary in the TV and film industry for industry producers to purchase advertisements to promote their nominated productions and increase consumer awareness to further generate revenue. Warner Bros. purchased advertisements at fair market value for placement in "Perspectives" magazine. These advertisements recognized the contributions of the nominated art directors it has worked with and promoted the Warner Bros. brand name and its nominated TV and film productions to increase consumer awareness and further generate revenue.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-12-31
form_agreement: Oral
explanation:
The Costume Designers Guild ("CDG") is Local 892 of IATSE. 22nd 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: 2020-12-31
form_agreement: Oral
explanation:
The Motion Picture Editors Guild is Local 700 of IATSE. 2020 Fellowship and Service Award - The Editors Guild annually organizes the Fellowship and Service Award ceremony to honor one of its members accomplishments. Recipients of the award embody the values of professionalism, collaboration, mentorship, generosity of spirit and commitment to the labor movement. It is customary in the TV and film industry for industry producers to support events such as this award ceremony. Warner Bros. supported this award ceremony to recognize the contributions of the editor being honored and promote the Warner Bros. brand name and its featured TV and film productions to further generate revenue. Sponsorships at this level included one table at the award ceremony and an advertisement in the Award Program to promote the participating company sponsors, such as Warner Bros. and its TV and film productions. Editors Guild Online Journal - The Editors Guild publishes an online journal through the Editors Guild website covering guild news and events. Warner Bros. purchased online advertisements at fair market value to market its post production services to potential clients. Long Term Service Gift Card: Warner Bros. presented gift cards to long tenured editors to congratulate and recognize them for their valuable contributions and reaching certain career milestones at the Company.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-12-31
form_agreement: Oral
explanation:
International Cinematographers Guild is Local 600 of IATSE. The Publicists Guild Local 600 is part of the International Cinematographers Guild ("ICG"). ICG Magazine - ICG publishes a monthly magazine covering guild news and events. Warner Bros. purchased advertisements at fair market value to promote its photo lab services to potential clients and promote the Warner Bros. brand name and its featured TV and film productions to further generate revenue. Long Term Service Gift Card: Warner Bros. presented gift cards to long tenured publicists to congratulate and recognize them for their valuable contributions and reaching certain career milestones at the Company.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-12-31
form_agreement: Oral
explanation:
Office and Professional Employees International Union Local #174. Long Term Service Gift Card: Warner Bros. presented gift cards to long tenured employees to congratulate and recognize them for their valuable contributions and reaching certain career milestones at the Company


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2020-06-16
form_agreement: Oral
explanation:
Kulture Consulting, LLC conducted informational meetings with West Springfield, Massachusetts Lincare employees related to the process of unionization, the National Labor Relations Act, the National Labor Relations Board, and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-03-20
form_agreement: Both
explanation:
Pursuant to an oral agreement entered into on or about March 20, 2020, American Labor Relations Group, Inc. conducted meetings on the subject of unionization and rights under the National Labor Relations Act with West Springfield, Massachusetts Lincare employees.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2020-09-19
form_agreement: Oral
explanation:
Pursuant to oral agreement entered into on or about September 19, 2020, Edward Enchanique of Quest Consulting conducted meetings on unionization and the National Labor Relations Act with Fort Collins, Colorado Lincare employees.


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. The CRLO administrator is employed by the Transportation Communication Union/BLET ("TCU"). Pursuant to the 1993 agreement, the NRLC disburses monthly payments to TCU as a reimbursement for the expense of the employee.


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 08/01/2020, the current CRLO administrator is employed by the Brotherhood of Locomotive Engineers ("BLET"). Pursuant to the 1993 agreement, the NRLC disburses monthly payments to BLET as a reimbursement for the expense of the employee.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Attorney
date_of_agreement: 2020-01-01
form_agreement: Written*
explanation:
Payments are is made against an outstanding invoice for legal services rendered to the USFAIU pursuant to a written fee agreement for legal consultation, guidance, and representation in all union matters. A copy of the fee agreement between the USFAIU and John A. Tucker Co., LPA is not included with this report on the basis that it is a confidential and privileged document.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
explanation:
The Teamster group asked for our participation in a Teamster Local 916 Food Drive to help the local pantry. The date for the event to happen was 9/16/2020


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Insurance
explanation:
1/14/20 - payment for meals 9/17/20 - payment for lodging/meals 10/25/20 - payment for gift $500 10/25/20 - payment for meals $103 11/10/20 - payment for meals


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Company provided Local S6, IAMAW, AFL-CIO with the use of four hundred eighty (480) square feet of office space at its Structural Fabrication Facility in Brunswick, Maine. The office space has an estimated fair market value of $378.80 per month, $4,546 annually.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Company provides the Bath Marine Draftsmen's Association, UAW, Local 3999 to have one (1) off-premise telephone line at its Union Hall at a cost of $126.53 per month, or $1,518 annually.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Company paid for Local S7, IAMAW, AFL-FIO to have one (1) off-premise telephone line at its Union Hall at a cost of $126.53 per month, or $1,518 annually.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Company provided the Independent Guards Association with the use of three hundred square feet of office space at its Main Yard facility in Bath, Maine. The office space has and estimated fair market value of $236.75 per month or $2,841 annually.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: District Business Representative
date_of_agreement: 2020-05-15
form_agreement: Oral
explanation:
Company participated in District Lodge 4 IAMAW, AFL-CIO organized golf tournament to benefit Guide Dogs of America. Company participated via donation to the tournament beneficiary of $500.00.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Company provides the Bath Marine Draftsmen's Association, UAW, Local 3999 with a WFM terminal for use off-premises. WFM terminals are used by employees to "clock-in" and "clock-out", and accomplish other time-accounting functions. The cost of the cable modem service that supports the WFM terminal is $134.85 per month, or $1,618 annually.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Company paid for Local S6, IAMAW, AFL-CIO to have four (4) off-premises telephone lines at the Union Hall at a cost of $78.62/each per month, plus one (1) off-premises telephone line at a cost of $126.53 per month, or $5,292 annually.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Pesident
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Company provides the Local S7, IAMAW, AFL-CIO with an Apple iPad to access WFM. WFM is used by employees to "clock-in" and "clock-out", and to accomplish other time-accounting functions. The cost of the Apple IPad is a one-time cost of $575.00


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Deputy Operations Director
date_of_agreement: 2020-12-08
form_agreement: Oral
explanation:
The Union was provided with a room discount rate of $73.28 per room for 1400 room nights from 12/8/2020 through 12/31/2020. The Union did not give or promise anything of value in exchange for this discount.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: union leader
date_of_agreement: 2018-08-27
form_agreement: Oral
explanation:
The Union was provided with 1 complimentary room for every 50 rooms booked for a total of 37 complimentary rooms at $146 each, one complimentary suite for three nights at a value of $2,500 per night, complimentary amenities valued at $2,000, complimentary welcome refreshments for 700 at a value of $10,500, and 15% discount off of food and beverage for a value of $27,450. The Union did not give or promise anything of value in exchange for this discount.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Deputy Director
date_of_agreement: 2019-02-27
form_agreement: Oral
explanation:
The Union was provided with 1 complimentary room per 45 rooms booked, for a total of 33 rooms at $209 each as is standard in group contracts. The Union did not give or promise anything of value in exchange for these complimentary rooms.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2011-04-01
form_agreement: Written*
explanation:
Live Nation contracts 181 Consulting, a labor relations consulting firm, to handle all of Live Nation's labor relations and union negotiations. 181 Consulting is paid on a monthly retainer for all work completed. In January, February, and March of 2020, part of 181 Consulting's responsibilities under our agreement with the firm was to handle union petitions that were filed in Grand Rapids by IATSE Local 26 and IATSE Local B-4 in Boston. The Local 26 petition was withdrawn in May 2020 and the Local B-4 election is outstanding due to the pandemic. During the rest of 2020, there were no other union elections or organizing campaigns by any other Live Nation employees. No additional compensation was paid to 181 Consulting besides the monthly retainer required under our contract with them.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Financial Secretary
date_of_agreement: 2020-01-09
form_agreement: Oral
explanation:
Cleveland-Cliffs Steel Corporation (fka AK Steel Corporation) and UAW Local 3462 jointly engaged in a United Way Campaign to solicit donations to the United Way from employees of the Coshocton Works. To encourage participation in the campaign, Cleveland-Cliffs Steel Corporation and UAW Local 3462 jointly sponsored a contest for participating employees to win prizes. UAW Local 3462 awarded the prizes, and Cleveland-Cliffs Steel Corporation reimbursed UAW Local 3462 for Cleveland-Cliffs Steel Corporation's share of the prizes. This reimbursement was made for the benefit of the labor organization listed in 9.d.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Financial Secretary
date_of_agreement: 2020-10-21
form_agreement: Oral
explanation:
Cleveland-Cliffs Steel Corporation (fka AK Steel Corporation) and UAW Local 3462 jointly sponsored a local 4-H organization at the Coshocton County Fair. UAW Local 3462 made the sponsorship payment, and Cleveland-Cliffs Steel Corporation reimbursed UAW Local 3462 for Cleveland-Cliffs Steel Corporation's share of the sponsorship. This reimbursement was made for the benefit of the labor organization listed in 9.d.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
explanation:
02/18/2020 - drinks with trustees 02/18/2020 - dinner following trustee meeting; investment review presentation


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 1/29/2020 - firm met with Union to discuss Union business 2/17/2020 - firm met with Union to discuss Union business 7/15, 7/30, 9/8 & 9/18/2020 - firm represented Union in arbitration for termination of Union member. This includes legal services for preparation for and presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by firm: 12; Estimated cost of legal services = $3,000 9/10/2020 - the firm conducted a conference call with the Business Manager and Arbitrator relating to upcoming arbitration. Hrs. of legal services provided by firm: 1; Estimated cost of legal services = $250 10/5/2020 - firm met with Union to discuss Union business. Hrs. of legal services provided by firm: 1; Estimated cost of legal services = $250 10/14 & 10/23/2020 - firm represented Union in arbitration for termination of Union member. This includes legal services for preparation for and presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by firm: 13.0; Estimated cost of legal services = $3,250. 11/12, 12/9 & 12/10/2020 - firm represented Union in arbitration for termination of Union member. This includes legal services for preparation for and presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm: 16; Estimated cost of legal services = $4,000 12/14 & 12/17/2020 - firm represented Union in arbitration for termination of Union member. This includes legal services for preparation for and presentation at arbitration and preparation of brief to arbitrator. Hrs. of legal services provided by the firm: 11; Estimated cost of legal services = $2,750 The following represents entertainment of client or sponsorship of a client-related event: 8/18/2020 - firm donated gift card for Union raffle (sponsorship of client-related events)


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Financial Secretary/Treasurer
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/9-2/12/2020 - the firm sponsored a hunt attending by Bill Venable, II, Financial Secretary/Treasurer 1 buck ($2,000) and lodging ($300) - $2,00


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
2/5/2020-2/8/2020 - the firm sponsored a hunt attended by Bruce Bettilyon, Business Representative. 1 buck ($2,000) and lodging $300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 07/21/2021 - firm represented the Union in an arbitration relating to a contract violation grievance. Legal services consisted of preparation and presentation for arbitration. This case was resolved during arbitration so no brief was prepared. Hrs. of legal services provided by the firm (travel time included): 16; Estimated cost of legal services = $4,000


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 9/22-9/23/2020 - 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 for the arbitrator. Hrs. of legal services provided by the firm: 17 (travel time included); Estimated cost of legal services = $4,250


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 1/20/2020 - the firm met with the Union to discuss Union business. Hrs. of legal services provided by the firm: 1.5 Estimated cost of legal services = $375 2/18/2020 - the firm met with the Union to discuss Union business. Hrs. of legal services provided by the firm: 1.0 Estimated cost of legal services = $250 2/27/2020 - the firm met with the Union to discuss Union business. Hrs. of legal services provided by the firm: 1.0 Estimated cost of legal services = $250 3/6/2020 - the firm met with the Union to discuss Union business. Hrs. of legal services provided by the firm: 2.5 Estimated cost of legal services = $625 5/13/2020 - the firm met with the Union to discuss Union business. Hrs. of legal services provided by the firm: 2.0 Estimated cost of legal services = $500 5/18/2020 - the firm met with the Union to discuss Union business. Hrs. of legal services provided by the firm: .5 Estimated cost of legal services = $125 8/11/2020 - the firm participated in a conference call with the Union to discuss Union business. Hrs. of legal services provided by the firm: .50 Estimated cost of legal services = $125


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/9-2/12/2020 - the firm sponsored a hunt attending by Bryan Edwards, Business Manager. 1 buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/5-2/8/2020 - the firm sponsored a hunt attending by Herman Sullivan, Business Manager. 1 buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 9/20 & 9/30/2020 - the firm represented the Union in an arbitration for the termination of a Union member. Legal services consisted of preparation for and presentation at the arbitration and preparation of a brief to the arbitrator. Hrs. of legal services provided by the firm: 10; Estimated cost of legal services = $2,500 10/13, 10/27 & 10/28/2020 - 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: 12; Estimated cost of legal services = $3,000


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/5-2/8/2020 - the firm sponsored a hunt attending by Charlie Singletary, Business Manager 1 buck ($2,000) and lodging $300 = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/9-2/12/2020 - the firm sponsored a hunt attended by Mike Trahan, Business Agent. 1 buck $2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/9-2/12/2020 - the firm sponsored a hunt attended by Todd Longren, Business Agent. 1 buck ($2,300) and lodging ($300) - $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager/Executive Secretary
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/5-2/8/2020 - the firm sponsored a hunt attended by Clay Herford, Business Manager/Executive Secretary 1 buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/9-2/12/2020 - the firm sponsored a hunt attending by Rick Lord, Business Representative Lodging ($300) = $300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Representative
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/5-2/8/2020 - the firm sponsored a hunt attended by Ben Holmes, Business Representative 1 buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Committee Member
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/9-2/12/2020 - the firm sponsored a hunt attended by Fred Ellis, Committee Member 1 buck ($2,000) and lodging ($200) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/5-2/8/2020 - the firm sponsored a hunt attended by Brian Granger, Business Agent. 1 buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/5-2/8/2020 - the firm sponsored a hunt attended by Jeff Labroski, Business Agent. 1 buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Asst. Business Manager
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The following represents entertainment of client or sponsorship of client-related events: 2/9-2/12/2020 - the firm sponsored a hunt attended by Steve Gonzalez, Assistant Business Manager 1 buck ($2,000) and lodging ($300) = $2,300


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-12-08
form_agreement: Written*
explanation:
LRI was retained to train members of management on how to comply with the National Labor Relations Act and/or to educate employees regarding their Section 7 rights.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
Hired on a per diem basis during the fiscal year, Labor relations Services, Inc. has been retained to assist Wismettac Asian Foods, Inc. on our legal rights and obligations under the National Labor Relations Act; met with employees to provide information regarding these rights. Labor organization


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-06-04
form_agreement: Written*
explanation:
Dinner Sponsor for $2,500 for the Cleveland Building & Construction Trades Council 45th Annual Golf Outing made payable to the Cleveland Building & Construction Trades Council.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-10-12
form_agreement: Written*
explanation:
$400 Golf Hole Sponsor for the 27th Annual Joe Pretti Memorial Golf Tournament. Check was payable to UFCW Local 655 - Leukemia Lymphoma Fund Raiser.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Secretary-Treasurer
date_of_agreement: 2020-02-18
form_agreement: Oral
explanation:
Re 10a) I tried writing "None", because no promises, agreements or arrangements were made for payments or expenditures, but it required me to enter a date Re 11a1) Charity Dinner Re 11a2) Holiday Gift Basket


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-09-24
form_agreement: Written*
explanation:
Engaged to communicate to employees regarding exercising their rights to organize and bargain collectively. $375/hour/consultant plus reasonable travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-11-17
form_agreement: Written*
explanation:
American Labor Relations Group, Inc. conducted educational meetings/conversations with White Plains Hospital employees on employee rights under the NLRA, collective bargaining, and various other topics related to union organizing and SEIU.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2019-08-13
form_agreement: Oral
explanation:
The Burke Group provided, through Labor Information Services, Inc., a consultant who met with Switch employees to educate them on the petition that the IUOE Local 501 filed with the NLRB in August 2019. Payment covered fees for the consultant's time from August 14 - 29, 2019; an administration fee; and consultant's out of pocket expenses for his meals, car rental, local transportation, lodging, telephone, airfare and support suppliers


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-07-27
form_agreement: Oral
explanation:
On August 22, 2020 we paid $550 for a golf tee sponsor and banner for a sponsorship in the golf tournament with all proceeds going to the scholarship fund for the Association of Commuter Rail Employees (ACRE)


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Table and full page AD for the Scholarship Fund event (*Note: Event postponed due to COVID the payment is a credit for when the event gets rescheduled)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Greater Niagara Orleans Labor Council
date_of_agreement: 2020-08-20
form_agreement: Written*
explanation:
The Greater Niagara Labor Council a sponsored the 12th Annual Labor's Night at the Races to benefit the United Way of Greater Niagara. HealthNow New York Inc. issued a check in the amount of $4,500.00 made payable to United Way of Greater Niagara. HealthNow New York Inc. does not believe that this is a reportable event. However, HealthNow is reporting its participation only in the interest of full disclosure


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Buffalo AFL-CIO Council
date_of_agreement: 2020-04-20
form_agreement: Oral
explanation:
The Buffalo AFL-CIO Council is a division of the Western New York Labor Federation and sponsored an Appreciation Awards Dinner held on May 7, 2020. HealthNow New York, Inc. purchased 10 tickets only for the use of HealthNow employees at $55.00 each, a check of $550.00 was made payable to the banquet facility, the Buffalo Niagara Convention Center. HealthNow purchased a full page Ad in the program book, the check was made payable to the printing vendor, Delft Printing, Inc. in the amount of $250.00. HealthNow does not believe this is a reportable event as the payment was made to the vendor or the facility. However, HealthNow is reporting its participation only in the interest of full disclosure. This event was canceled and the checks were returned.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Greater Niagara Orleans Labor Council
date_of_agreement: 2020-01-31
form_agreement: Written*
explanation:
The Greater Niagara Labor Council a sponsored the 12th Annual Labor's Night at the Races to benefit the United Way of Greater Niagara. HealthNow New York Inc. issued a check in the amount of $4,500.00 made payable to United Way of Greater Niagara. HealthNow New York Inc. does not believe that this is a reportable event. However, HealthNow is reporting its participation only in the interest of full disclosure.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-05-11
form_agreement: Written*
explanation:
Performance Food Group engaged the services of LRI Consulting Services, Inc. to assist with NLRA compliance and guidance in connection with a union campaign.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Union has been provided with office space valued at $1,761.83, as well as computer and network access at $200.00, dedicated phone line at $20.00, and cell phone at $683.90.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2020-01-01
form_agreement: Oral
explanation:
The Union has been provided with office space valued at a monthly cost of $96 for an annual cost of $1,152.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Committee Person
form_agreement: Oral
explanation:
Honeywell initially provided IAM Lodge 778 an in-plant office and office equipment pursuant to an oral understanding in the 1990 contract negotiations and continued to do so in 2020 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, UAW Local 9
form_agreement: Oral
explanation:
Honeywell continued to provide UAW Local 9 in-plant office and office equipment in 2020 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, UAW Local 1508
form_agreement: Oral
explanation:
Honeywell provided UAW Local 1508 an in-plant office and office equipment in 2020 pursuant to longstanding practice.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, USW Local 8823
form_agreement: Oral
explanation:
Honeywell provided USW Local 8823 an in-plant office and office equipment in 2020 pursuant to longstanding practice.


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


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Bargaining Committee Chairperson, UAW Local 1403
date_of_agreement: 2016-03-31
form_agreement: Written*
explanation:
Honeywell provided UAW Local 1403 an in-plant union office and office equipment in through March 12, 2020 pursuant to a labor agreement dated March 31, 2016 which states in Section 5.7: "The Company will provide an office and office equipment for the union leadership to maintain records and conduct representational activities." Honeywell continued to provide the union an in-plant office and office equipment through the remainder of 2020 under a labor agreement dated March 13, 2020 (attached) which continued that same provision.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2019-05-16
form_agreement: Oral
explanation:
School for Independent Learners East Bay (SIL EB), doing business as Tilden Preparatory School, paid a retainer of $5,000 to the Burke Group, invoiced through Labor Information Services (LIS). Our understanding of this payment was that it was for pamphlets explaining the NLRB election process and for consultation services with an independent labor consultant around the time that an RC petition was filed by the California Federation of Teachers in spring 2019. The Labor Consultant met with some employees and distributed NCRB pamphlets. SIL EB was not satisfied with the consultation services and was reimbursed $2,311.85. Thus the total amount paid to the Burke Group was $2,688.15.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: INDEPENDENT LABOR CONSULTANT
date_of_agreement: 2020-07-29
form_agreement: Written*
explanation:
THE COMPANY RETAINED LRI CONSULTING SERVICES, INC TO ADVISE THE COMPANY IN MATTERS CONCERNING THE ATTEMPT BY PIPE FITTERS UNION TO ORGANIZE THE COMPANY. LRI CONSULTING SERVICES, INC PROVIDED PERTINANT INFORMATION CONCERNING LABOR UNIONS, AND PIPE FITTERS UNION IN PARTICULAR, AND ASSISTED IN CONVEYING INFORMATION TO EMPLOYEES.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments in Section 11 were for Marketing Services, Printing, Shared Services and MEA Voice Advertisement.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2019-04-02
form_agreement: Oral
explanation:
Conduct employee meetings and one-on-one conversations to inform and educate participants about their rights, duties, and responsibilities as 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, union rules, and union finances.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2019-04-02
form_agreement: Oral
explanation:
Conduct employee meetings and one-on-one conversations to inform and educate participants about their rights, duties, and responsibilities as 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, union rules, and union finances.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 1999-01-01
form_agreement: Oral
explanation:
Historically, the Company has provided office space at its operating centers for representatives of IUOE Local 148 to conduct union business related to representation of employees.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-06-19
form_agreement: Written*
explanation:
Payment made to the independent labor consultant to educate employees of their rights to organize and bargain collectively through representatives of their own choosing and representation rights


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-03-09
form_agreement: Oral
explanation:
Engaged during the fiscal year. Advised management on their legal rights and obligations under the National Labor Relations Act; met with employees to provide information only when management was unavailable to do so


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2019-12-18
form_agreement: Oral
explanation:
Engaged during the fiscal year. Advised management on their legal rights and obligations under the National Labor Relations Act; met with employees to provide information only when management was unavailable to do so.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-10-09
form_agreement: Written*
explanation:
Bed Bath & Beyond Inc. retained and paid The Labor Pros to provide employees with education and information about their rights under the NLRA, and to assist management and human resources to address workplace issues.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Treasurer
date_of_agreement: 2020-04-13
form_agreement: Oral
explanation:
The payments were provided for services including the conducting of employee and supervisor meetings finances.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-01-01
form_agreement: Oral
explanation:
Mr. Floyd served on the EmblemHealth and GHI Boards of Directors during 2020. 2 of the 16 payments were made to Grace Lutheran School (Check # 40086126 and 40086559) and 14 of the 16 payments were made to Queens-Nassau Comets, Inc. on behalf of Mr. Floyd.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: IBT Local 237
date_of_agreement: 2017-01-01
form_agreement: Oral
explanation:
Mr. Floyd served on the Board of Directors of EmblemHealth during 2020. He donated his retainer fee to the following organizations: Newark Public Radio, Inc. (Check # 40086158) The National Jazz Museum in Harlem (Check # 40086129) Kingdome Sports League (Check # 40086128) Grace Lutheran School (Check # 40086132) Green Hornets of Valley Stream (Check # 40082864)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Communications Coordinator
date_of_agreement: 2020-02-18
form_agreement: Oral
explanation:
EmblemHealth purchased a NYS Public Employee Federation digital e-Communicator Publication. Check# 77048673 in the amount of $675.00 was issued on 2/24/20.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Communications Coordinator
date_of_agreement: 2020-08-24
form_agreement: Oral
explanation:
EmblemHealth purchased a full page journal ad in the 42nd annual NYS Public Employee Federation convention yearbook. This year the convention was virtual. Check# 77053684 in the amount of $1,275.00 was issued on 9/2/20.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2020-08-21
form_agreement: Written*
explanation:
For payment of fees on an hourly basis and reimbursement of travel and similar out-of-pocket expenses, The Crossroads Group's Steven Beyer met with Ecolab's Garland, Texas employees to provide education on employee rights under the National Labor Relations Act, the NLRB election process, strikes and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2017-11-07
form_agreement: Oral
explanation:
Healthcare Labor Relations was engaged to represent the interests of Jefferson Frankford Hospital relative to labor relations matter at that facility.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2020-08-06
form_agreement: Both
explanation:
Conduct employee meetings and one-on-one conversations to inform and educate employees about their rights, duties, and responsibilities as 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, union rules, and union finances.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
form_agreement: Oral
explanation:
Payment for consulting services provided along with reimbursable expenses such as airfare and meals while engaged in services.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2019-08-04
form_agreement: Oral
explanation:
Payment was made in connection with persuader activities preceding a National Labor Relations Board representation election.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary-Treasurer
date_of_agreement: 2020-07-28
explanation:
$225.00 represents a payment for 1/2 page advertisement in the program for their 33rd Annual District Officers of the Year Award Banquet.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: NOT APPLICABLE
form_agreement: Oral
explanation:
TEAMSTERS LOCAL 118 IS THE ROCHESTER REGION LOCAL OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS. THIS PAYMENT WAS MADE FOR SPONSORSHIP OF THEIR ANNUAL GOLF TOURNAMENT WHICH RAISES MONEY FOR TEAMSTERS' LOCAL 118 SCHOLARSHIP FUND FOR THE BENEFIT OF THE UNION AND FELLOW MEMBERS OF THE INTERNATIONAL BORTHERHOOD OF TEAMSTERS.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2020-02-06
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included conducting informational meetings with the Company employees related to the process of unionization, the national Labor Relations Act, and the role of the NLRB, and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-08-18
form_agreement: Oral
explanation:
Conduct employee and supervisory group meetings to inform and educate participants about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2020-09-14
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC Services included conducting informational meetings with Company employees related to the process of unionization, the National Labor Relations Act, the role of the National Labor Relations Board, and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-12-21
form_agreement: Written*
explanation:
Assistance with company's response to union organizing campaign. This was the company's first experience with an organizing campaign in some time and consultant helped train company's employees for current and future organizing campaigns.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: UAL MEC Retirement Committee Member
explanation:
Mr. Haislup attended a Vanguard-sponsored conference and network dinner for institutional or prospective clients in Orlando, FL. Conference attendees were provided transportation from the conference venue to the dinner location.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-06-20
form_agreement: Both
explanation:
Pursuant to agreements between Beaumont Health and C. Hunt Management Consulting, Inc. on or about April 22, 2019 and June 20, 2020, and for payment on an hourly basis and reimbursement of ordinary business expenses, Carina Hunt provided Beaumont Health's Royal Oak, Michigan employees with education on employee rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Senior Consultant
date_of_agreement: 2020-06-25
form_agreement: Both
explanation:
Pursuant to agreements between Beaumont Health and Kulture Consulting, LLC on or about April 7, 2019 and June 25, 2020, and for payment on an hourly basis and reimbursement of actual and reasonable expenses, Rian Wathan provided Beaumont Health's Royal Oak, Michigan employees with education on employee rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-07-31
form_agreement: Both
explanation:
Pursuant to agreements between Beaumont Health and Quality Labor Solutions, Inc. on or about September 23, 2019, and July 31, 2020, and for payment on an hourly basis, per diem meal payment, and reimbursement of travel expenses, Evelyn Fragoso provided education on employee rights under the National Labor Relations Act to Beaumont Health's Taylor, Michigan employees.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-01-06
form_agreement: Both
explanation:
Pursuant to agreements between Beaumont Health and Progressive Labor Solutions, LLC, on January 6, 2020, and July 7, 2020, and for payment on an hourly basis and reimbursement of ordinary travel expenses, Ben Johnson provided Beaumont Health's Royal Oak, Michigan employees with education on employee rights under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-06-25
form_agreement: Both
explanation:
Pursuant to agreements between Beaumont Health and Reliant Labor Consultants, LLC on or about April 15, 2019, November 3, 2019, June 25, 2020, and July 24, 2020, and for payment on an hourly basis, per diem meal payment, and reimbursement of travel expenses, Joseph Brock and Kirsten Moore provided education about employee rights under the National Labor Relations Act to Beaumont Health's Royal Oak and Taylor, Michigan employees.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2017-10-12
form_agreement: Written*
explanation:
Payment for labor consultant services during organizing campaign at the company's East Hanover NJ location.


activity_code: ITEM 8.e.
activity_type: Payment
date_of_agreement: 2020-01-06
form_agreement: Oral
explanation:
Verbally agreed to make payment for professional services to educate employees about their labor rights and responsibilities under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Operations
date_of_agreement: 2016-10-31
form_agreement: Oral
explanation:
Mr. Jarger serves as a member of the Advisory Board of U.S. Real Estate Investment Fund, LLC (the "Fund"), a commingled real estate fund which has union pension fund investors. In his capacity as such, he attended and participated by zoom call in two regularly scheduled Board meetings and has been compensated with a stipend ($10,000 for each meeting). The Fund is managed by Intercontinental Real Estate Corporation. Each of these payments is specifically authorized by the operating agreement of the Fund.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2020-09-28
form_agreement: Oral
explanation:
Oral agreement made through Kulture Consulting LLC, $345.per hour, plus actual and reasonable expenses (written agreement was proposed and completed but not executed), for meetting with management personnel; 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; and answered questions from both management and employees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman 1904 - LOCAL SMARTS (UTU)
date_of_agreement: 2019-05-16
form_agreement: Oral
explanation:
Lunch with 1904 - General Chairman Rick Robinett after meeting. Chad Sandell (Secretary); Larry Rutherford (President); Paul Bearden (Vice Chairman); and 3 other members; Mark Murrey (Lawyer) and Tom Letbetter


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman 1886
date_of_agreement: 2019-06-12
form_agreement: Oral
explanation:
Lunch after 1886 meeting. Chris Alston (Chairman); Lance Henry (President); Welsy Jones; Steve Dudley; Mark Murrey (Lawyer) and Tom Letbetter.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman - LOCAL SMARTS (UTU) 1904
date_of_agreement: 2019-01-17
form_agreement: Oral
explanation:
Lunch with 1904 - General Chairman Rick Robinett. After meeting. Paul Bearden (Vice Chairman); Chad Sandell (Secretary); 4 other members and Tom Letbetter.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2020-11-06
form_agreement: Written*
explanation:
Payments via ACH of cash funds pursuant to written agreement. All payments were made to independent labor consultant identified in box 9d. $27,508 paid for virtual consultant services $114,000 paid for on-site consulting and employee meetings re: upcoming vote for unionization $14,228 paid to reimburse costs to be on-site (travel, hotel, etc.)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: MEA Board Member & Local Leader
date_of_agreement: 2020-07-01
form_agreement: Oral
explanation:
All payments are reimbursement for expenses incurred by union officer as Trustee of an ERISA Trust. No compensation was paid to union officer for his/her service as a Trustee. None of the payments are in the nature of a personal or direct benefit to either the individual or the labor organization. Rather, these payments serve to further the interests of the Benefits Trust by educating the Trustees and ensuring their participation in the governance of the Trust.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2020-07-01
form_agreement: Written*
explanation:
These payments represent the fair market value of the rental space at the main office and three satellite offices, receptionist and assistant's salaries and benefits for the proportion of the salary directly related to MEA Benefits Trust business, direct costs including postage, telephone, supplies, and printing and indirect costs including equipment depreciation and administrative overhead. Also included is a portion of the local field staff salaries and benefits for the work directly on behalf of the MEA Benefits Trust


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Both
explanation:
In its fiscal year 2021 (June 1, 2020 - May 31, 2021) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following payments. Pursuant to Section 29.B.1. of the CBA (at p. 453), the Company deducts, from the pay of pilots who have voluntarily signed check-off forms requesting such deductions, amounts for the purpose of purchasing insurance products through ALPA. The Company then remits the amounts so deducted to ALPA on a monthly basis. The total amount of such deductions remitted to ALPA in fiscal year 2021 was $10,591,873. See Attachment B for a description of each remittance made in fiscal year 2021.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2015-11-02
form_agreement: Written*
explanation:
In its fiscal year 2021 (June 1, 2020 - May 31, 2021) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following monthly payments. Pursuant to Section 27.I.2 of the CBA (at page 407) ALPA established, sponsors and maintains a Voluntary Employees' Beneficiary Association (VEBA) to provide Post-Medicare Retiree Health Benefits for pilots who retire on or after January 1, 2008, to replace a similar benefit previously provided by the Company. Pursuant to Section 27.I.3 of the CBA (Attachment A page 407), the Company made monthly contributions to the VEBA in the amount of $1.00 per paid credit hour for each pilot on the seniority list. This payment of $1.00 per paid credit hour is contributed to the VEBA instead of being paid to the pilot. The total amount of such monthly payments remitted to ALPA in fiscal year 2021 was $7,471,988. See Attachment C for a description of each payment made in fiscal year 2021.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2015-11-02
form_agreement: Oral
explanation:
The Company verbally agreed to purchase airline tickets for Company pilots engaged in ALPA business. ALPA then fully reimburses the Company for such purchases. The Company believes that ALPA receives a material savings on its air travel expenses as a result of this verbal agreement but is unable to determine the amount of such savings. In fiscal year 2021, the total amount of airline tickets purchased by ALPA under this verbal agreement was $31,018.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Air Line Pilots Association, International
date_of_agreement: 2015-11-02
form_agreement: Written*
explanation:
In its fiscal year 2021 (June 1, 2020 - May 31, 2021) Federal Express Corporation ("the Company") was party to a collective bargaining agreement ("CBA") with the Air Line Pilots Association, International ("ALPA"), the certified bargaining representative for the pilots in the service of the Company. As noted below, the CBA (pertinent provisions of which are included with this filing as Attachment A) obligated the Company to make the following payments. An ALPA Flight Pay Loss Bank has been established pursuant to Section 18.C. of the CBA. The ALPA Flight Pay Loss Bank is utilized for ALPA to reimburse the Company for compensation paid by the Company to its pilots who are engaged in ALPA business. Pursuant to Section 9.A.3. of the CBA, if a management pilot flies a trip and it is not possible to identify the line pilot who would have been entitled to compensation for that trip, then a calculated value for that trip is credited to the ALPA Flight Pay Loss Bank and offsets amounts owed by ALPA to the Company for compensation paid by the Company to its pilots who are engaged in ALPA business. The total amount credited to the ALPA Flight Pay Loss Bank in fiscal year 2021 was $2,299.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Sponsorship for the Eleventh District Progress Meeting. Sponsorship funds were paid to the Lodge of Four Seasons (venue for the meeting). Sponsorship included an exhibitor booth and name recognition in agenda and on signage during the meeting. Three advisors were available to answer questions during the meeting in our booth.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Sponsorship for the IBEW Local 347 annual investment energy conference at the Des Moines Golf and Country Club. Payment was made to the Country Club. Included booth and name recognition in agenda and on signage during the conference.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Conference sponsor for 2019 Membership Development conference held at the Hyatt Regency in Chicago, IL on August 26 - August 28, 2019.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: IBEW
explanation:
Payment to House of Blues, Chicago, IL, for food and beverages for attendees at 2019 Membership Development Conference, August 26 - August 28, 2019.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-06-01
form_agreement: Both
explanation:
Payments made for independent consulting services rendered in accordance with the Department rules and regulations.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2020-01-21
form_agreement: Written*
explanation:
Payments were made from Sycuan Casino Resort to The Crossroads Group via check pursuant to invoices submitted by The Crossroads Group regarding presentations on general personnel and labor relations activities.


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


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2020-06-30
form_agreement: Written*
explanation:
Payment for professional services. Hourly rate to provide independent and objective professional judgement and recommendations. Payment for reasonable and customary out-of-pocket expenses. Payments were issued to The Crossroads Group.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2020-02-03
form_agreement: Oral
explanation:
Consultant organization was engaged to answer questions of management and employees concerning the law so as not to violate the employer's rights or the union's in the context of an election.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-05-19
form_agreement: Oral
explanation:
Consultant organization was engaged to answer questions of management and employees concerning the law so as not to violate the employee's rights or the union's in the context of an election.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor Consultant
date_of_agreement: 2020-07-27
form_agreement: Oral
explanation:
All payments were for consulting services related to a representation election conducted by the National Labor Relations Board.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2020-09-09
form_agreement: Oral
explanation:
Payment for professional services provided by Kulture Consulting, LLC. Services included conducting 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
explanation:
Sponsorship of annual clay shoot. Sponsorship included sign featuring company name/logo at shooting station. No participants included with sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Administration
date_of_agreement: 2010-07-01
form_agreement: Oral
explanation:
Per agreement between Columbia University and Local 241, the Union is allocated office space including utilities


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


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


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Consultant
date_of_agreement: 2020-10-19
form_agreement: Oral
explanation:
A representative engaged by CACR Labor Education Services met with employees and informed them of their rights under the National Labor Relations Act and answered questions. CACR charged the employer an agreed upon hourly rate and expenses for the services provided.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Person
date_of_agreement: 2020-02-07
form_agreement: Oral
explanation:
Independent Consulting firm was hired to explain the NLRB voting process & collective bargaining process and provide supporting documentation. The oral arrangement was to reimburse for time and expenses.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-08-18
form_agreement: Oral
explanation:
Payment was for the PA AFL-CIO COPE Invitational Golf 2020 at the Madison Club, 519 Yukon Rd, Madison PA. Union foursome was $700 and tee sponsor was $300.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Ironworkers Local #207 Golf Outing
date_of_agreement: 2020-08-20
form_agreement: Oral
explanation:
Foursome $320 and hole sponsorship $200 for Ironworkers Local 207 Golf Scramble 2020, Saturday 9/12/2020 at Knoll Run Golf Course, 1421 Struthers Coitsville Rd, Lowellville OH 44436


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-08-18
form_agreement: Oral
explanation:
Financial contribution to support Labor Weekend of Service and Giving, in place of the Pittsburgh Labor Day Parade.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-03-16
form_agreement: Oral
explanation:
Silver sponsorship ($1,000) for Operating Engineers Local #66 2nd Annual Sporting Clay Shoot Sunday, 5/16/2021 at Nemacolin Woodlands Resort Field Club, 321 Pike School Rd, Markleysburg, PA 15439.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-04-20
form_agreement: Oral
explanation:
Foursome ($300) and Silver Sponsor ($100) for Golf Tournament Scramble, Sunday 6/13/2021 at Meadow Lane Golf Course, 510 Hamill Rd, Indiana PA 15701


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-04-20
form_agreement: Oral
explanation:
Donation to Sheet Metal Workers Local #12 Annual Golf Outing, Saturday 6/12/2021 at Lake Arthur Golf Club, 255 Isle Rd, Butler PA 16001.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-04-20
form_agreement: Oral
explanation:
Sponsor Banner & Giveaways for Local 404 2021 Knoebels Picnic held Saturday, 6/5/2021 at Knoebels Grove Amusement Resort, Elysburg PA.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-15
form_agreement: Oral
explanation:
Secretary-Treasurer foursome for Invitational COPE Golf 2021 held Thursday 9/16/2021 at the Madison Club, 519 Yukon Rd, Madison, PA 15698


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-15
form_agreement: Oral
explanation:
Full page ad in Festival Program Booklet. 37th Anniversary International Iron Worker Festival held August 13-15, 2021 in Mackinaw City, MI.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-15
form_agreement: Oral
explanation:
Foursome ($300) and Gold Sponsorship ($400) for Memorial Scholarship Outing held Saturday 7/18/2021 at the The Club at Shadow Lakes, 2000 Beaver Lakes Blvd, Aliquippa PA 15001


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-15
form_agreement: Oral
explanation:
Foursome ($500) and Gold hole sponsor ($350) for Allegheny Fayette CLC 32nd Annual Golf Outing held Friday, 8/13/21 at Cedarbrook Golf Course, Belle Vernon PA.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2020-09-15
form_agreement: Oral
explanation:
Paid Invoice via check on 10/01/20. Phone consultation about how they consult with employees to explain all their rights. Agreed on meeting date of 09/15/20 to have consultation for employees to know their rights.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Consultant
date_of_agreement: 2020-06-22
form_agreement: Oral
explanation:
Reimbursement of time and travel expenses to conduct meeting related to the advantages and disadvantages of union organization.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-01-08
form_agreement: Written*
explanation:
All payments to LRI are for onsite employee meetings, management updates, research & development of presentations and reimbursement of travel expenses.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Consultant
date_of_agreement: 2019-12-15
form_agreement: Oral
explanation:
Requested assistance in conducting employee and supervisory group meetings to inform and educate participants about their rights, duties and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such a secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2020-08-05
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting. Services included conducting 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: Both
counterparty_position: Business Agent
date_of_agreement: 2020-07-29
form_agreement: Oral
explanation:
07/29/2020 ($118): Credit card payment for lunch during negotiations at Goosberries 690 W. State Street Burlington, WI 53105 07/29/2020 ($6,084): Wages paid to hourly employees for time spent in contract negotiations (Titze, McMahon, Francois, St. Louis, Orosz, Barnard, Creech, Larson 07/29/2020 ($1,565): Credit card payment for a conference room for negotiations at the Veteran's Terrace - 589 Milwaukee Ave., Burlington WI, 53105 (7/29, 7/30, 8/10, 8/11) 07/30/2020 ($118): Credit card payment for lunch during negotiations at Lucky Star Restaurant - 864 Milwaukee Ave, Burlington WI, 53105 08/10/2020 ($188): Credit card payment for lunch during negotiations at Charcoal Grill - 580 Milwaukee Ave, Burlington WI, 53105 08/11/2020 ($154) Credit card payment for lunch during negotiations at Lucky Star Restaurant - 864 Milwaukee Ave, Burlington WI, 53105


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Agent
date_of_agreement: 2020-07-01
form_agreement: Oral
explanation:
07/01/2020 ($2,568): Credit card payment for a conference room for negotiations at the Courtyard by Marriott Wall 1302 Campus Parkway, Wall, NJ 07753 (July 1, 15, 16, 22, 23, 27)


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Agent
date_of_agreement: 2020-08-17
form_agreement: Oral
explanation:
08/17/2020 ($191): Waverly factory purchased $191.04 worth of water from WalMart and donated to the Union to be drunk by volunteers helping clean up affected areas from the Derecho disaster


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Labor Organization
date_of_agreement: 2020-07-01
form_agreement: Oral
explanation:
Union has dedicated office space in the facility. Office Space is 120 square foot. Estimated monthly rent, based on industry rate, if $1.67 per square foot, or $200.40 per month. The Union is not required to pay rent. Union has a dedicated phone line. Estimated monthly cost is $20 based on comparable local rates. The Union is not required to pay for the phone line.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-03-22
form_agreement: Oral
explanation:
Professional consulting services activity including: conduce employee and supervisory group meetings to inform and educate participants about their rights, duties, and responsibilities as they pertain to the National Labor Relations Action and National Labor Relations Board procedures such 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: Managing Partner
date_of_agreement: 2019-06-13
form_agreement: Written*
explanation:
Payment was for CCG Group, LLC performing services for the following: a. Provide training and guidance to Valley Electric Association, Inc. (VEA) management and supervisors throughout the campaign and election that is consistent with relevant labor laws; b. Provide training to employees regarding the NLRA and election process; and c. Provide advice and consultation on lawful practices to communicate the Company's position on the election. In performing its Services, CCG shall take no act or make no statement that violates any applicable law, rule or regulation. VEA received a letter from the Office of Labor-Management Standards (OLMS) dated September 22, 2021 that a Form LM-20 was filed by Trident Labor Solutions for this period. However, the consulting agreement and all payments was only with CCG Group.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-10-20
form_agreement: Oral
explanation:
Payment was made for the Independent Labor Consultant to conduct employee and supervisory group meetings to inform and educate participants about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Payment was made for the Independent Labor Consultant to conduct employee and supervisory group meetings to inform and educate participants about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices and union rules and finances.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2021-07-06
form_agreement: Written*
explanation:
The Crossroads group was paid for consulting services provided, plus meeting prep and airfare/lodging.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Founder & CEO
date_of_agreement: 2020-07-21
form_agreement: Written*
explanation:
Traveled to employer; met with management personnel; provided information to management and employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered questions.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Partner
date_of_agreement: 2020-09-01
form_agreement: Oral
explanation:
The agreement was for LIS to provide consultants to provide information to the voters on what it means to the employees and company management to have a Union workforce. No payments were made until 2021.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-03-01
form_agreement: Oral
explanation:
Matt Antonek was retained by CCLA as a persuader prior ro a union election in March, 2020. He was paid a total of $16,355.85 for his services and reimbursable expenses. Services totaled $15,344.00 and expenses totaled $1,011.85.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Consultant
date_of_agreement: 2020-03-01
form_agreement: Oral
explanation:
Conducted employee and group meetings to inform of their rights,duties and responsibikities as they pertain to the NLRB.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Founder & CEO
date_of_agreement: 2020-07-21
form_agreement: Oral
explanation:
Traveled to employer; met with management personnel; provided information to management and employees relative to the National Labor Relations Act, employee's Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered questions.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-02
form_agreement: Written*
explanation:
There were no oral agreements made. A written request was sent to Sierra Investment Partner, Inc.'s corporate office requesting sponsorship. Upon receipt of this request from Alaska Ironworkers Local 751 a check was sent. The funds benefitted the membership and families of Local #751, Anchorage.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-26
form_agreement: Written*
explanation:
There was no oral agreement made. A written request was sent to Sierra Investment Partners, Inc.'s corporate office requesting a donation. Upon receipt of this request from Ironworker's Local #29 a check was sent. The funds benefitted the membership and families of Local #29, Portland.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-12
form_agreement: Written*
explanation:
There were no oral agreements made. A written request was sent to Sierra Investment Partners, Inc's corporate office requesting sponsorship. Upon receipt of this request from Ironworker's Local #29 a check was sent.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-14
form_agreement: Written*
explanation:
There were no oral agreements made. A written request was sent to Sierra Investment Partners, Inc.'s corporate office requesting sponsorship. Upon receipt of this request from Ironworker's Local #86 a check was sent. The funds benefitted the families of Local Union #86.


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


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2020-05-01
form_agreement: Oral
explanation:
The payment of $4,277.50 was for educational services ($295 per hour, for 14.5 hours) in the form of speeches delivered by Mark Lema to Pageant employees during several group meetings from May 1, 2020, to May 6, 2020.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Chairman
date_of_agreement: 2020-11-09
form_agreement: Both
explanation:
The above is in agreement of our local CBA Article Xiii Section 2: Union Office. The Company will provide an office to be used by the Union for Union related business. This office will include a desk, chairs, a four(4) drawer file cabinet, telephone, computer, and printer. The union is expected to follow the plants housekeeping practices.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Chairman
date_of_agreement: 2019-01-18
form_agreement: Both
explanation:
The above amounts represent the estimated value, maintenance and upkeep of the office space provided to the union throughout the year. This includes furniture, computer, printer and office supplies.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Chairman
date_of_agreement: 2017-12-09
form_agreement: Oral
explanation:
The phone is for internal use only. The Union office is a storage room converted into a Union office.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Chairman
date_of_agreement: 2019-10-18
form_agreement: Written*
explanation:
Per our CBA the Company will provide an office, printer, and computer to be used by the union for union related business.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Chairman
date_of_agreement: 2018-05-18
form_agreement: Written*
explanation:
The labor agreement between Bridgewater Warren and UAW local 400 effective May 18, 2018 states in Article XVIII, Section 8 "the Company will provide an office to be used by the union for union related business. This office includes a desk, phone, printer, computer and file cabinets.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor & Employee Relations Specialist
date_of_agreement: 2021-11-07
form_agreement: Written*
explanation:
During a Union campaign the labor and consulting services were utilized to help understand the questions staff may have had regarding bargaining contracts and changes in the workplace. Services were ultimately utilized to help everyone understand the basic principles of third parties.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: 813920 - Professional Organizations
date_of_agreement: 2021-12-20
form_agreement: Oral
explanation:
FAC PROPERTYS LLC, Take possession of property 2431 Barker Avenue Bronx New York 10467 Block: 4424 Lot: 45 and Property 737 East 226th Street Bronx New York 10466 Block: 4840 Lot: 29.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
12/01/2020- $200 PAYMENT WAS FOR THE IBEW/NECA 39TH ANNUAL OPERATION CHRISTMAS BASKET EVENT. 20 BOOKS AT $10 EACH WERE PURCHASED.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2017-02-03
form_agreement: Written*
explanation:
Pursuant to collective bargaining agreement in effect 02/03/2017 through 09/30/2021, McLaren Flint provides office space on the Employer's premises to AFSCME Non-Technical Local 2650, free of charge. The annual lease value of such space is $4,865.40.


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


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-09-27
form_agreement: Written*
explanation:
Pursuant to collective bargaining agreement in effect from 09/27/2020 through 09/28/2024, McLaren Flint provides office space on the Employer's premises to AFSCME Registered Nurses Local 875, free of charge. The annual lease value of such space is $1,963.50.


activity_code: ITEM 8.e.
activity_type: Both
date_of_agreement: 2019-10-11
form_agreement: Written*
explanation:
Payment for education services per the agreement. Payment was due at the time the invoice was received


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2021-03-11
form_agreement: Written*
explanation:
For payment on an hourly basis and reimbursement of travel and other reasonable and customary expenses, The Crossroads Group held meetings with Northern Dutchess Hospital employees on labor relations topics, including rights under the National Labor Relations Act, NLRB election procedure, union representation, and collective bargaining.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2016-06-01
form_agreement: Written*
explanation:
Monthly payments made to the Charitable, Educational and Recreational Fund of Local 348 through September 30, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Research Director
explanation:
Consistent with the Firm's client development and entertainment practices, the above-mentioned baby gift was provided to Ms. Herrmann of the United Federation of Teachers. There were no services rendered or promised in exchange for the gift. This item was provided for her baby's use and in no way benefitted the United Federation of Teachers as an organization.


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


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President / Independent Contractor
date_of_agreement: 2021-06-17
form_agreement: Oral
explanation:
Payment were made pursuant to invoices after work was performed. The engagement was merely to educate, rather than to persuade. No employees were told or encouraged to vote a particular way. There was no retainer, no written agreement, no bonus agreements. There was just payment for providing education and information to employees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Administrative Manager
date_of_agreement: 2021-04-20
form_agreement: Oral
explanation:
Mr. Ray, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Devereaux) shared meals during the year while discussing Pension business. The aggregate total of these items exceeded $250 during the fiscal year ending 12/31/21.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Assistant Administrator
date_of_agreement: 2021-04-20
form_agreement: Oral
explanation:
Ms. King, Jeff Wardlow (DeRoy & Devereaux) and Sarah Schattner (DeRoy & Deveraeux) shared meals during the year while discussing Pension business. The aggregate total of these items exceeded $250 during the fiscal year ending 12/31/21.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: BUSINESS MANAGER
date_of_agreement: 2019-07-25
form_agreement: Both
explanation:
WE RECEIVED AN INVITATION TO PARTICIPATE IN THE 20TH ANNUAL PETER A REILLY JR INVITATIONAL GOLD TOURNAMENT TO BE HELD SEPTEMBER 10 2021 AT THE GILLETTE RIDGE GOLF CLUB IN BLOOMFIELD, CT. WE AGREED TO BE A $550 ASSOCIATE SPONSOR TO BENEFIT THE SCHOLARSHIP FUND. WE MAILED A CHECK PAYABLE TO THE IRONWORKERS LOCAL UNION 15 SCHOLARSHIP FUND.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2019-08-05
form_agreement: Oral
explanation:
Verbal agreement. $3,000 per day per consultant plus travel expenses. Requested firm communicate to employees regarding exercising their rights to organize and bargain collectively.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-10-04
form_agreement: Oral
explanation:
No written agreement or requirement to pay. On October 4, 2021, payment of $1,250 was made by check payable to Kenneth Rigmaiden Testimonial Dinner Committee for advertisement in Commemorative Book and dinner attendance.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-10-12
form_agreement: Oral
explanation:
No written agreement or requirement to pay. On October 12, 2021, payment of $500 was made by check payable to Local 40 Special Events for a hole sponsorship at the Local 40 Annual Golf Outing.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: PRESIDENT
date_of_agreement: 2019-08-14
form_agreement: Written*
explanation:
Labor Information Services, Inc. (Consultant) conducted meetings with employees to inform them regarding the realities of union representation and to persuade employees to exercise or not exercise, or as to the manner of exercising the right to organize and bargain collectively through representatives of their own choosing. The services were provided during the month of September by Mr. Carlos Flores and Mr. Philip Brown.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2019-08-14
form_agreement: Written*
explanation:
The payment referenced in Section 11 was for services rendered by the same consultant in September 2019, the agreement for which is described in the Reporting Employer's LM-10 Report for the 2019 fiscal year.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2021-11-08
form_agreement: Written*
explanation:
Action Resources was engaged for the purpose of informing and educating executives, employees, managers, and supervisors about their rights, duties, and responsibilities under the National Labor Relations Act (NLRA) and National Labor Relations Board (NLRB) procedures. Through its individual consultants, Action Resources conducted informational and educational meetings with executives, employees, managers, and supervisors about their rights, duties and responsibilities under the NLRA and NLRB procedures, and discussed collective bargaining, union membership, secret ballot elections and objections, unfair labor practices, strikes, and corporate campaigns. The consultants also reviewed unions generally and US labor history.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BUSINESS MANAGER
date_of_agreement: 2021-06-17
form_agreement: Oral
explanation:
WE RECEIVED AN INVITATION TO PARTICIPATE IN THE 20TH ANNUAL PETER A. REILLY INVITATIONAL GOLF TOURNAMENT TO BE HELD SEPTEMBER 10, 2021 AT THE GILLETTE RIDGE GOLF CLUB IN BLOOMFIELD, CT. WE AGREED TO BE A $550 ASSOCIATE SPONSOR TO BENEFIT THE SCHOLARSHIP FUND. WE MAILED A CHECK TO THE IRONWORKERS LOCAL UNION 15 GOLF COMMITTEE.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2021-09-02
form_agreement: Oral
explanation:
WE RECEIVED AN INVITATION TO BECOME A SPONSOR AT THE 1ST ANNUAL JEFF MERROW MEMORIAL CHARITY GOLF OUTING. WE AGREED TO BE A $500 BRONZE SPONSOR TO BENEFIT THE SCHOLARSHIP FUND. WE MAILED A CHECK PAYABLE TO CSBT.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: UAW Local 2031
date_of_agreement: 2020-11-01
form_agreement: Oral
explanation:
Inteva Products LLC provide UAW Local 2031 an office space, dedicated phone lines and the use of 4 computers and printer for Union business within Adrian, Michigan facility. Market rate for office rental is $ 12.57 per square foot. The Union office is 1577 sq feet.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: IUE-CWA Local 83-711
date_of_agreement: 2020-11-01
form_agreement: Oral
explanation:
Inteva Products LLC provides IUE-CWA Local 83-711 an office space, dedicated phone lines and the use of desktop 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: Agreement
date_of_agreement: 2020-07-01
form_agreement: Oral
explanation:
The University provided office space to the Union at the University's premises. The value is relative to the union's use of approximately 150 square feet at $14.79 per square foot.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2020-07-01
form_agreement: Oral
explanation:
The University provided office space to the Union at the University's premises. The value is relative to the union's use of approximately 130 square feet at $14.79 per square foot.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: PRESIDENT
date_of_agreement: 2021-10-11
form_agreement: Written*
explanation:
The payment referenced in Section 11 in the amount of $2,776.00 related to services rendered by Labor Information Services in September 2020 under the agreement referenced in the employer's 2019 LM-10 report. The payment referenced in Section 11 in the amount of $1,069.00 related to services rendered by Labor Information Services in October 2021, the agreement for which are identified in Section 10 herein. In each case, the meetings were conducted with employees to inform them regarding the realities of union representation and to persuade them to exercise or not exercise, or as to the manner of exercising, their right to organize and bargain collectively through representatives of their own choosing. In each case, Labor Information Services activities were performed by Mr. Philip Brown.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Secretary and Treasurer
date_of_agreement: 2021-11-17
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
Office space and computers are provided to full time union shop committees under the Deere-UAW labor agreement at the following locations: Atlanta, Denver, Davenport Works, Des Moines Works, Dubuque Works, Coffeyville Works, Harvester Works, North American Parts Distribution Center, Waterloo Engine Works, Waterloo Works and Ottumwa Works. Additionally, Deere provides office space and computers to full time shop committee under the Deere-IAM labor agreements at the Horicon Works, Silvis, IL, Des Moines Works, Seeding Group in Moline, IL and Augusta Works.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: VICE PRESIDENT
date_of_agreement: 2021-06-09
form_agreement: Oral
explanation:
On 6/9/21, a variety of flavors of 12 pack Coca-Cola products were donated for the Union's yearly picnic.


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


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


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2019-11-04
form_agreement: Written*
explanation:
Payments were made weekly for the services provided by Jose (President of Trident Labor Solutions). Jose interacted with the staff of the facility. He undertook activities where an object thereof, directly or indirectly, was to persuade employees to exercise or not to exercise, or as to the manner of exercising, the right to organize and bargain collectively though representatives of their own choosing


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-09-20
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included educating employees and management on the state of unions, their rights under section seven of the NLRA, card signing organizing and answered questions.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-09-01
form_agreement: Written*
explanation:
Per agreement, billed hourly for services rendered. Labor Consulting Group billed multiple times per month.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President and General Counsel
date_of_agreement: 2019-09-01
form_agreement: Written*
explanation:
Conduct employee and supervisory group meetings to intern and educate participants about their own rights, duties, and responsibilities as they pertain to the NLRA and NLRB perceives such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practice, and union rules/finances.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
11/30/2021 - IT Expenses - Computer/Software (1/1/2021 - 11/30/2021) 01/29/2021 - Catered lunches during DWU CMEP contract negotiations (1/11/2021 - 1/29/2021) 01/22/2021 - Catered lunches during DWU CMEP contract negotiations (1/18/2021 - 1/22/2021) 01/29/2021 - Catered lunches during DWU CMEP contract negotiations (1/25/2021 - 1/29/2021) 06/29/2021 - Business lunch with DWU President and Labor Relations


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Vice President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
12/31/2021 - IT Expenses - Computer/Software (1/1/2021 - 12/31/2021) 01/29/2021 - Catered lunches during DWU CMEP contract negotiations (1/11/2021 - 1/29/2021) 01/22/2021 - Catered lunches during DWU CMEP contract negotiations (1/18/2021 - 1/22/2021) 01/29/2021 - Catered lunches during DWU CMEP contract negotiations (1/25/2021 - 1/29/2021)


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Board Member
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
03/31/2021 - Business lunch with Labor Relations - Camilas Restaurant 12/31/2021 - IT Expenses - Computer/Software (1/1/2021 - 12/31/2021) 01/29/2021 - Catered lunches during DWU CMEP contract negotiations (1/11/2021 - 1/29/2021) 01/22/2021 - Catered lunches during DWU CMEP contract negotiations (1/18/2021 - 1/22/2021) 01/29/2021 - Catered lunches during DWU CMEP contract negotiations (1/25/2021 - 1/29/2021)


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Board Member
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
12/31/2021 - IT Expenses - Computer/Software (1/1/2021 - 12/31/2021) 01/29/2021 - Catered lunches during DWU CMEP contract negotiations (1/11/2021 - 1/29/2021) 01/22/2021 - Catered lunches during DWU CMEP contract negotiations (1/18/2021 - 1/22/2021) 01/29/2021 - Catered lunches during DWU CMEP contract negotiations (1/25/2021 - 1/29/2021) 06/29/2021 - Business lunch with Labor Relations 07/09/2021 - Business lunch with Labor Relations


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
04/16/2021 - Catering/Breakfast & Lunch during OCU BB Contract Negotiations 01/31/2021 - IT Expenses - Computer/Software (1/1/2021 - 1/31/2021) 06/10/2021 - Business lunch with OCU Board Members & Labor Relations 12/16/2021 - Business breakfast with OCU Board Members & Labor Relations


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Vice President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
04/16/2021 - Catering/Breakfast & Lunch during OCU BB Contract Negotiations 12/31/2021 - IT Expenses - Computer/Software (1/1/2021 - 12/31/2021) 06/10/2021 - Business lunch with OCU Board Members & Labor Relations 12/16/2021 - Business breakfast with OCU Board Members & Labor Relations


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
12/31/2021 - Use of Office Space (1/1/2021 - 12/31/2021) 12/31/2021 - Use of Computer (1/1/2021 - 12/31/2021) 12/31/2021 - Use of Desk Telephone (1/1/2021 - 12/31/2021)


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-02
form_agreement: Written*
explanation:
Charitable contribution to the Dennis O'Dowd Scholarship Fund for sponsorship of Dennis O'Dowd Scholarship Fund Golf Outing on July 10, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
05/19/2021- Expenditure was payment/donation to support cost of golf, meals, and hole sponsorship at an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 07/08/2021- Expenditure was payment/donation to support cost of raffle tickets to raise funds for attendance to the Tradeswomen Build Nations Conference. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of conference attended by numerous persons. Reported as required by 8a. 07/30/2021- Expenditure was donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required by 8a. 10/26/2021- Expenditure was donation/sponsorship. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of an awards ceremony attended by many individuals. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
06/04/2021- Expenditure was payment/donation to support cost of golf, meals, and hole sponsorship at an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 06/23/2021- Expenditure was donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required by 8a. 8/05/2021 - Expenditure was donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
05/11/2021 - Expenditure was payment/donation to support cost of golf, meals, and hole sponsorship at an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 07/30/2021 - Expenditure was donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
5/19/2021 - Expenditure was payment/donation to support cost of golf, meals, and hole sponsorship at an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
09/17/2021- Expenditure was payment/donation to support cost of event sponsorship and program at the Local 704's Centennial Anniversary Dinner Celebration 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 event attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
06/04/2021- Expenditure was payment/donation to support cost of golf, meals, and hole sponsorship at an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported cost of golf outing attended by numerous persons. Reported as required by 8a. 11/16/2021 - Expenditure was payment/contribution donated to support a children's holiday party, which was organized by a charitable organization sponsored by the Local #38 Union. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported a charitable event attended by numerous persons, reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
11/18/2021- Expenditure was payment/donation to support cost of welding and apprentice skills contests sponsorship at an annual Pipe Trades Apprenticeship Contest 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 contest attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
07/30/2021- Expenditure was donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
09/10/2021 - Expenditure was donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchange. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numerous persons. Reported as required by 8a.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: labor consultant
date_of_agreement: 2020-01-31
form_agreement: Oral
explanation:
The agreement was for Lev Labor to provide consulting services in connection with a union organizing campaign, and to explain to employee their rights under federal labor law. Note: The Company's FY for 2019 is 02/24/2019 to 02/29/20. This FY happens to include a 53-week FY. But the OLMS system cannot accept a FY being longer than 12 months. Thus it generated an error message stating "the fiscal year covered cannot be longer than a year". So to comply with the system requirements, the dates listed on the form (03/01/2019 to 02/29/20) are not completely accurate and are listed as such to comply with the technical requirements of this system. Note 2: Lev Labor filed the report under Albertsons Companies. This report is for The Vons Companies, Inc. which is a wholly owned subsidiary of Albertsons Companies.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Employee
date_of_agreement: 2021-02-02
form_agreement: Oral
explanation:
The employee accompanied the Company's government affairs Manager when they lobbied state legislatures with the Wood Fibre Council regarding a proposed 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: 2021-10-08
form_agreement: Oral
explanation:
The employee accompanied the Company's government affairs Manager when they lobbied state legislatures with the Wood Fibre Council regarding a proposed production incentive program.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Employee
date_of_agreement: 2021-09-14
form_agreement: Oral
explanation:
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: Payment
counterparty_position: SEE 9d
explanation:
08/06/2021 - Expenditure was donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchanged. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numbers persons. Reported as required by 8a. 08/22/2021 - Expenditure was payment/donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchanged. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numbers persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: SEE 9d
explanation:
05/27/2021 - Expenditure was donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchanged. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numbers persons. Reported as required by 8a. 06/29/2021 - Expenditure was payment/donation of property to support the cost of an annual golf outing attended by numerous persons. No services rendered or promised in exchanged. Payment did not specifically benefit the organization identified in 9d, but supported the golf outing attended by numbers persons. Reported as required by 8a.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 1999-01-01
form_agreement: Oral
explanation:
Historically, the Company has provided office space at its operating centers for representatives of IUOE Local 148 to conduct union business related to 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: Payment
counterparty_position: Not Applicable
date_of_agreement: 2021-09-10
form_agreement: Oral
explanation:
Sponsorship of the Insulators Local 14 27th Annual Mesothelioma Fund Golf Tournament Payment was made as an incidental expense of conducting business. The registered investment adviser listed as the reporting employer on this page provides services to the union organization named above.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Correction Captains' Association, Inc. for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Northern California Laborers for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Local 707 Scholarship Fund for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to NYS Association of PBAs for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to Sanitation Officers Scholarship Fund, Inc. for labor activities benefiting the organization named in 9d.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payments made to the Donald J. Cranston Memorial Fund for labor activities benefiting the organization named in 9d.


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


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-08-15
form_agreement: Written*
explanation:
Table sponsorship at the Broward County AFL-CIO Annual/Virtual Labor Ball. This event was a fundraiser for AFL-CIO.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: System Committee Member
date_of_agreement: 2021-04-29
form_agreement: Both
explanation:
Platinum sponsorships for IBEW Local Union 627 sponsored charity golf event. It is our understanding that all proceeds were donated to 501(c)(3) charities.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-01-26
form_agreement: Oral
explanation:
1/25/2021 - Sponsorship of the IBEW-NECA Employee Benefits Conference. 4/16/2021 - Sponsorship of the IBEW Construction and Maintenance Conference. The registered investment advisor listed above as the reporting employer on this page provides services to the union organization named above.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-27
form_agreement: Oral
explanation:
09/27/2021, Diamond Sponsor for the IUEC Commemorative Convention The registered investment adviser listed above as the reporting employer on this page provides services to the union organization named above.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Member
explanation:
Mr. 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-Pacific's constituent industries. Pursuant to a long-standing practice at the Cedar Springs Pulp & Paper facility, an employee is reimbursed for time and travel expenses incurred in working on PPRC issues. These reimbursements include travel expenses (lodging, meals, etc.) and reimbursements for other expenses in supporting the PPRC. These expenses are reimbursed directly to a third-party service provider (credit card company) and out of pocket expenses were reimbursed to Mr. Pratt through his regular paycheck. Mr. Pratt was reimbursed directly for any regularly scheduled working time which was lost because he was engaged in PPRC activities. These activities benefitted both the Company and IBEW Local 1980.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
Mr. 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-Pacific's constituent industries. Pursuant to a long-standing practice at the Naheola Mill facility, an employee is reimbursed for time and travel expenses incurred in working on PPRC issues. These reimbursements include travel expenses (lodging, meals, etc.) and reimbursement for other expenses in supporting the PPRC. These expenses were reimbursed directly to a third-party service provider (credit card company). Mr. Doggett was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefitted both the Company and IBEW Local 2048.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Safety Committee Representative
explanation:
Mr. Fegles participated in activities with the Pulp & Paper Resources Council ("PPRC"), a grassroots organization made up of hourly employees who work in the forest products industry. PPRC works to address fiber supply, forest practices, endangered species and environmental issues that impact jobs in Georgia-Pacific's constituent industries. Pursuant to a long-standing practice at the Halsey Mill facility, an employee is reimbursed for time and travel expenses incurred in working on PPRC issues. These reimbursements include travel expenses (lodging, meals, etc.) and reimbursement for other expenses in supporting the PPRC. These expenses were reimbursed directly to a third-party service provider (credit card company). Mr. Fegles was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefitted both the Company and USW Local 1234.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Shop Steward and Committee Member
explanation:
Mr. 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-Pacific's constituent industries. Pursuant to a long-standing practice at the Wauna Mill facility, an employee is reimbursed for time and travel expenses incurred in working on PPRC issues. These reimbursements include travel expenses (lodging, meals, etc.) and reimbursement for other expenses in supporting the PPRC. These expenses were reimbursed directly to a third-party service provider (credit card company). Mr. Merriman was reimbursed directly for any regularly scheduled working time which he lost because he was engaged in PPRC activities. These activities benefitted both the Company and USW Local 1097.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder and CEO
date_of_agreement: 2020-08-06
form_agreement: Oral
explanation:
Payment for professional services provided by Kulture Consulting LLC. Services include conducting informational meetings to company employees relative to the process of unionization the role of the NLRB, and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: consultant
date_of_agreement: 2020-01-07
form_agreement: Oral
explanation:
Supervisor and employee group meeting to inform them on their rights, duties, responsibilities as they pertain to the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
04/26/2021 - payment for gift 05/05/2021 - payment for gift 12/01/2021 - payment for gift 12/16/2021 - payment for gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, Region 4
explanation:
03/10/2021 - payment for meals 09/03/2021 - payment for meals 12/01/2021 - payment for gift 12/02/2021 - payment for meals


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Representative
form_agreement: Oral
explanation:
2/28/2021 and 5/25/2021 were charges for room for Company and Union negotiations, 10/15/2021 the Union requested case of product for union sponsored event valued at $35.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-02-23
form_agreement: Oral
explanation:
The VP of HR orally agreed to hire a consultant to persuade our employees regarding the upcoming union election at Camp Ripley, MN. The consultant traveled to Camp Ripley, MN two times before the election in March 2021. The consultants time spent persuading employees and travel expenses were invoiced to PULAU. Travel expenses included lodging, telephone charges, meals, local transportation, airfare, and car rental. Labor Information Services invoiced PULAU Corporation for consultant time and travel expenses on March 31, 2021. PULAU Corporation issued Labor Information Servcies a check to pay the invoice on 5/13/2021.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-09-21
form_agreement: Written*
explanation:
Contract is attached. Payment was provided for the reimbursement of consultant travel/room expenses plus consulting fee.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: DIRECTOR OF FIELD OPERATIONS
explanation:
06/28/2021-07/01/2021 - Pearl Insurance Sales Agent 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: BLET 42 Leg rep
date_of_agreement: 2021-11-01
form_agreement: Oral
explanation:
Meeting with Mike McGill on above noted dates. Purchased meals. Reviewed working conditions and safety


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 42 Local Chairman
date_of_agreement: 2021-11-21
form_agreement: Oral
explanation:
Attending meetings on dates noted above with BLET 42 LC. Purchased meals. Reviewed railroad safety concerns and working conditions


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 343 ACTING Secretary/Treasurer
date_of_agreement: 2021-05-08
form_agreement: Oral
explanation:
Attended BLET 343 Union Meeting and provided meal at Gerst House. Reviewed railroad working conditions and safety concerns. Kevin Nernberger was Secretary/Treasurer at this time.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 537 Secretary/Treasurer
date_of_agreement: 2021-12-01
form_agreement: Oral
explanation:
Attended BLET 537 Union Meetings on above noted dates. Meals purchased via 469 Sports & Spirits. Reviewed safety, working conditions and FELA


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Member BLET 286
date_of_agreement: 2021-02-18
form_agreement: Oral
explanation:
Meeting on above noted date with John and 3 others at Pietros Italian. Discussed disability, healthcare & retirement. One third of meal was $63


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 106 Secretary/Treasurer
date_of_agreement: 2021-12-09
form_agreement: Oral
explanation:
Attended BLET 106 Union Meetings on above noted dates, purchased meals from Mulligans. Discussed railroad safety and working conditions.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 48 Local Chairman
date_of_agreement: 2021-09-12
form_agreement: Oral
explanation:
Attending BLET 48 Union Meetings on above noted dates. Provided meals and reviewed safety, working conditions & FELA


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BLET 286 Local Chairman
date_of_agreement: 2021-02-18
form_agreement: Oral
explanation:
Meeting with Don and 3 others to discuss RRB Disability, Healthcare and Retirement. Paid for meal at Netros Italian. The above represents one third of bill.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: NS Northern Lines VP
date_of_agreement: 2021-09-14
form_agreement: Oral
explanation:
Attending meetings on dates noted above. Purchased meals. Reviewed working conditions and railroad safety


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Retired Local Chairman Local 278
date_of_agreement: 2021-09-07
form_agreement: Oral
explanation:
Meeting with S. Cole and 1 other at Red Lobster. Purchased meal $64 represents one third of cost. Discussed Local issues, FELA and HLF


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: MEMBER Local 313
date_of_agreement: 2021-02-18
form_agreement: Oral
explanation:
Meeting with John and 4 others, purchased meal at Pietros Italian. Above notes 1/6th of bill. Discussed RRB, Retirement & Healthcare


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local 278 Local Chairman
date_of_agreement: 2021-09-07
form_agreement: Oral
explanation:
Meeting with Nick and 1 other. Meal purchased from Red Lobster. Above notes 1/3 of bill. Reviewed FELA, HLF and Local issues


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Vice President
form_agreement: Oral
explanation:
Identical wages and room charges for 8 hour meetings on 5/20, 5/26,7/1,7/26, 8/23, 8/24,9/22; $500 for room, Rich Antonition $215.84, Ryan Kern $215.84, Jeff Bauer $211.92, Erick Frederick $220.54, Keith Reimert $220.64, Rich Cripps $220.64, John Surman $283.36, Ron Cole $288.16, Mike Miller $215.84, Kevin Dotter $288.16, Steve Gruber $215.84, Brad Rader $215.84, Max Harvat $220.64 Room Charges $275 for meetings on 10/25 & 11/11 Room Charges $500 for meeting on 10/28 For 4 hour meeting on 7/15/2021:Rich antonition $107.92, Jeff Bauer $105.96, Jim Caley $108.36, Ron Cole $144.08, Rich Cripps $110.32, Kevin Dotter $144.08, Eric Frederick $110.32, Steven Gruber $107.92, Mike Haggerty $107.92, Max Harvat $110.32, Ryan Kern $107.92, Keith Reimert $110.32, Brad Rader $107.92, John Surman $141.68, James Waugh $107.88


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Agent
form_agreement: Oral
explanation:
Wages paid for all 4 meetings; Rowe (734.40),Summers (609.60),Nelson (591.60), Geophert (591.60), Lennon (596.40)


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: INDEPENDENT
date_of_agreement: 2021-10-27
form_agreement: Oral
explanation:
VERBAL AGREEMENT. $375/DAY/CONSULT PLUS REASONABLE TRAVEL EXPENSES. ENGAGED TO COMMUNICATE TO EMPLOYEES REGARDING EXERCISING THEIR RIGHT TO ORGANIZE AND BARGAIN COLLECTIVEY


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The Directors Guild of America is a union representing Directors, Assistant Directors, Associate Directors and Unit Production Managers in the motion picture and television industry. The Guild rents its theaters to studios for promotional screenings. The Guild holds an annual golf tournament for which tickets are purchased from the Directors Guild.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SAG-AFTRA is a union representing Actors in the motion picture, television and radio industry. The Guild presents annual awards to actors on a nationally televised show. Fees are paid to the Guild to submit a film for consideration for this annual awards show.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-08-21
form_agreement: Both
explanation:
This was for a union organization issue that occurred in 2020. This last payment to the consultant was made in 2021. There was no related activity or services in 2021.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-04-01
form_agreement: Oral
explanation:
Oral agreement to provide support for union organizing campaign, including creation of a website and other campaign materials.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2020-04-01
form_agreement: Oral
explanation:
Agreement to provide support during organizing campaign. No payments were made directly to Labor Management Associates, LLC. It is believed that any payments were made indirectly through Quest Consulting, which subcontracted to Labor Management Associates, LLC.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2019-01-01
form_agreement: Oral
explanation:
Conduct employee meetings and one-on-one conversations to inform and educate participants about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances.


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


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This is being reported because it is in excess of the $250 deminimus exception. This was a donation to the IBEW Local Union 126 Health & Retirement Fair to promote client retention.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: labor consultant
date_of_agreement: 2020-01-31
form_agreement: Oral
explanation:
The agreement was for Lev Labor to provide consulting services in connection with a union organizing campaign, and to explain to employees their rights under federal labor law.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
These payments were made to SAG-AFTRA by HBO for Digital Eblasts, Title Promotions, Panels, SAG submissions, SAG Awards, and SAG Advertising as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This payment was made to the DGA by HBO Max for a Digital Screener and tickets to the DGA Golf Tournament, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
These payments were made to SAG-AFTRA by HBO Max for digital screeners, SAG award submissions, SAG announcements, SAG advertising, SAG award entry fees, and SAG awards sponsorship, as described in #11 above.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
This payment was made to the WGA, West by HBO Max for WGAW awards show sponsorship, as described in #11 above.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-10-18
form_agreement: Oral
explanation:
Conduct employee and supervisory group meetings to inform and educate participants about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining representation, collective bargaining procedures, unfair labor practices, and union rules and finances


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters, including members of the St Paul, MN Firefighters. In 2021, VRIAC sponsored a charity golf tournament.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers various annuity and other investment products intended for use with 403(b) tax deferred annuity and 457 (b) deferred compensation programs to OEA members. VRIAC may contribute to the costs incurred by OEA in sponsoring various union and OEA Board functions to which VRIAC are permitted to attend. In 2021, VRIAC sponsored the 2021 OEA Virtual Rep Assembly.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-03-26
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") offers a group variable annuity contract for defined contribution plans sponsored by the County of San Bernardino. VRIAC is the sole provider of the 457 plan for the County of San Bernardino, CA. In 2021, VRIAC made a payment where proceeds went to a charity golf tournament for community organizations and programs for at-risk youth.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters. In 2021, VRIAC sponsored the IAFF Local 1660 Golf tournament.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police, including the Portland Police Association. In 2021, VRIAC sponsored the Portland Police Cover Foundation Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters, including the Oregon Firefighters. In 2021, VRIAC sponsored the Oregon Fire Chiefs Foundation Jerry Heater Memorial Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters, including the City of Spokane Firefighters. In 2021, VRIAC sponsored the Spokane Firefighters Golf Club Charity Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Voya Retirement Insurance and Annuity Company ("VRIAC") is a provider of the deferred compensation governmental 457(b) retirement income plan offered to police and fire fighters, including the Ontario Police Officers Association (OPOA). In 2021, VRIAC sponsored the Widows & Orphans Fund Golf Tournament.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-08-23
form_agreement: Written*
explanation:
Compass made payments per agreed upon rates to American Labor Relations Group, Inc. (ALG) so that they could conduct an educational campaign in response to union organizing efforts. ALG provided training, counsel to management on the NLRA, conducted educational meetings with employees on their rights, and provided campaign materials.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: USW Local 420-A President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Alcoa Corporation loaned Mark A. Goodfellow, President of Local 420-A, a laptop computer and cellular phone to conduct union business from 1/1/2021 through 12/31/2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: labor organization
date_of_agreement: 2021-03-29
form_agreement: Oral
explanation:
46th Annual Cleveland Building and Construction Trades Council Golf Outing: Dinner Sponsorship for $2,500 on 6/4/2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: labor organization
date_of_agreement: 2021-04-28
form_agreement: Oral
explanation:
$1000 to Easter Community Food Drive and $1000 to Hotel Worker's Relief Fund. Check was made payable to IUPAT District Council 35.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-26
form_agreement: Written*
explanation:
HealthNow New York Inc. issued a check in the amount of $3,800.00 made payable to Local 294 Teamsters Care. We are advised the Teamsters Care is a 501(c)(3) charity which provides contributions to other charitable organizations. The cost of the participation included a full page advertisement as well as a sponsorship sign at the golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-18
form_agreement: Written*
explanation:
HealthNow issued payments to various vendors for the purposes of hosting a Widely Attended picnic following the labor day parade sponsored by the AFL-CIO Council. HealthNow does not believe that this is a reportable event, as it is a Widely Attended Event and open to the general public. The greatest amount of money was paid to the food provider as noted below. No money was paid or things of value given to any labor organization or union representative, except among the picnic attendees, where there may have been union representatives in attendance. In that case, the cost per person attending the picnic would have been under $20 per person. However, HealthNow is making this report in the interest of full disclosure. Backyard Party Supply - $2,825 processed on 8/18/2021 First Student - $600 processed on 8/18/2021 Musician JMark Mazur - $1,200 processed on 9/14/2021 Mr. NO the Balloon Guy - $300 processed on 8/18/2021 JCH of Buffalo - $12,000 processed on 8/19/2021 Highmark BCBS American Flags promotional item giveaway - $877 processed on 8/24/2021


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-26
form_agreement: Written*
explanation:
The New York Labor Health Care Alliance is a purchasing cooperative organized as a 501(c)5 not for profit corporation. HealthNow New York Inc. issued a check in the amount of $500.00 for a sponsorship that included attendance to the educational seminar, reception & dinner and event recognition and advertising. HealthNow New York Inc. does not believe that this is a reportable event. However, HealthNow is reporting its participation only in the interest of full disclosure.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
$225 represents a payment for a half page ad in the program for the Detroit Police Officers Association's annual fundraising endeavor.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: BeneSys Administrator
date_of_agreement: 2021-10-02
form_agreement: Oral
explanation:
Causeway's relationship manager donated Causeway-branded promotional items as a door prize for AZ Pipe Trades' charity event.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-09-01
form_agreement: Oral
explanation:
Verbal Agreement to represent ShredX in a compaign to prevent LIFE Local 890 from organizing all full time and part time drivers and helpers employed at the ShredX facility in NJ.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Senior Consultant
date_of_agreement: 2020-06-25
form_agreement: Written*
explanation:
Pursuant to agreements between Beaumont Health and Kulture Consulting, LLC on or about April 7, 2019 and June 25, 2020, and for payment on an hourly basis and reimbursement of actual and reasonable expenses, Rian Wathen provided Beaumont Health's Royal Oak, Michigan employees with education on employee rights under the National Labor Relations Act.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-11-22
form_agreement: Oral
explanation:
The above expenses were paid by the Company for an arbitration hearing that lasted three days. This payment directly benefited the United Auto Workers, Local 1050 because they did not cover half of those expenses. These payments are reportable because they do not fall into the de minimis exemption. The expenses on 11/22, 11/23, 11/30 for $302, were half of the costs associated with the conference room, projector and refreshments. The remaining costs on 11/22 ($1130), 11/23 ($948) and 11/30 ($1121) were half of the costs for the court reporter used during the arbitration. The Company paid for the entire cost and the expenses noted above represent the half the Union would have been responsible.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Business Agent
date_of_agreement: 2021-07-13
form_agreement: Oral
explanation:
The above expenses were paid by the Company for negotiation sessions that included a conference room and refreshments. This payment directly benefited the Teamsters because they did not cover half of those expenses. These payments are reportable because they do not fall into the de minimis exemption. The Company paid for the entire cost and the expenses and the above represent the half the Union would have been responsible.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Treasurer
date_of_agreement: 2021-03-01
form_agreement: Oral
explanation:
Payment for professional services provided by GRCA. Services included conducting informational meetings to company employees at the LaPorte, IN and Waco, TX locations on the process of unionization, the role of the NLRB, and Collective Bargaining. These expenses are reportable under 8e.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-08-04
form_agreement: Oral
explanation:
Payment to independent labor consultant that conducted informational meetings to company employees at the Waco, TX facility regarding the process of unionization, the role of the NLRB, and Collective Bargaining. These expenses are reportable under 8e.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Founder and CEO
date_of_agreement: 2021-02-15
form_agreement: Oral
explanation:
Payment for professional services provided by Kulture Consulting, LLC. Services included conducting informational meetings to company employees at the LaPorte, IN and Waco, TX facilities regarding the process of unionization, the role of the NLRB, and Collective Bargaining. These expenses are reportable under 8e.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman SMART GO-513
form_agreement: Oral
explanation:
These meal and beverage expenses were incurred in association with periodic meetings with designated legal counsel who used these functions to entertain and discuss issues relevant to union employees, including their rights under the Federal Employer's Liability Act. Some of the expenses reported include meals and beverages shared between union officer and spouse or guest.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: State Chairman
date_of_agreement: 2021-01-21
form_agreement: Oral
explanation:
Mr. Boggs is a director for the Highmark West Virginia Inc. Board of Directors and a member of the Nominating Committee. He receives a fee for each meeting as well as an annual retainer payment in March.


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


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Fund Administrator
date_of_agreement: 2009-10-22
form_agreement: Oral
explanation:
Paid per meeting, only if attended, for monthly Board meetings and assigned committee meetings, benefits individual only


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2019-04-21
form_agreement: Oral
explanation:
Paid per meeting, only if attended, for monthly board meetings and assigned committee meetings, benefits individual only


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-23
form_agreement: Oral
explanation:
Sponsored one hole at $200 each for golf outing held August 29, 2021 at The Course at Aberdeen, Valparaiso, Indiana. Per Frequently Asked Question 21 addresses this situation. Sponsored Holiday Luncheon held December 17, 2021. Per Frequently Asked Question 53, the aggregate cost per person is deminimis as it is less than $250.00 per person at a widely attended event. Per Frequently Asked Question 21 addresses this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-12-17
form_agreement: Oral
explanation:
Sponsored Holiday Luncheon held December 17, 2020. FAQ 53, the aggregate cost per person is deminimis as it is less than $250.00 per person at a widely attended event. Sponsored hospitality suite at Union statewide meeting held March 27,2021. FAQ 53, the aggregate cost per person is deminimis as it is less than $250.00 per person at a widely attended event. Sponsored Holiday Luncheon held December 21, 2021. FAQ 53, the aggregate cost per person is deminimis as it is less than $250.00 per person at a widely attended event.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-15
form_agreement: Oral
explanation:
Prizes in the amount of $1,995.46 for Union's Dad's Day golf outing. Proceeds go to charity, Dollars Against Diabetes, at annual golf outing held July 12, 2021 Wedgewood Golf Course, Joliet, Illinois. Frequently Asked Questions No. 62(A) and 65 address this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-21
form_agreement: Oral
explanation:
Union sponsored golf outing held June 22, 2021 at Turf Valley Golf Re3sort. Payment made directly to the Scholarship Fund at the Union's request. Frequently Asked Question 65 may not be a reportable event. Frequently Asked Question 21 addresses this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-23
form_agreement: Oral
explanation:
Sponsored one hole at $100 each; golf cart for $300 and beverage cart for $100 for golf outing held September 18, 2021 at Nettle Creek, Morris, Illinois. Frequently Asked Question 21 addresses this situation. Frequently Asked Question 53 aggregate cost per person is deminimus.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-16
form_agreement: Oral
explanation:
Sponsored two tee signs at $100 each for golf outing held July 31, 2021. Frequently Asked Question 21 addresses this situation. Frequently Asked Question 53 aggregate cost per person is deminimus.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-24
form_agreement: Oral
explanation:
August 24, 2021 Sponsored tables. $1,000 at Needy Members fundraiser. An IRS 501(c) tax exempt organization. Frequently Asked Questions 62()A)(d) and 65 address this situation, and may not be a reportable event.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-16
form_agreement: Oral
explanation:
Sponsored two holes at $135 each for golf outing held August 2, 2021 at the Oak Springs Golf Course, St. Anne, Illinois. Per Frequently Asked Question 21 addresses this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-04-16
form_agreement: Oral
explanation:
Sponsored one hole at $200 each for golf outing held June 14, 2021. Per Frequently Asked Questions 21 addresses this situation. Frequently Asked Question 53 aggregate cost per person is deminimus.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-16
form_agreement: Oral
explanation:
Contributed $1,050 for Union's Dad's Day golf outing. Proceeds to to charity, Dollars Against Diabetes, at annual golf outing held July 12, 2021 Wedgewood Golf Course, Joliet, Illinois. Frequently Asked Questions No. 62(a) and 65 address this situation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-04-23
explanation:
At the request of the local union, United Actuarial Services, Inc. made a cash donation of $300.00 to sponsor three events in the summer of 2021. These events are a fishing trip, a golf outing, and a family picnic. Each event held was for union members member families and other business associates.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: independent labor consultant
date_of_agreement: 2021-08-19
form_agreement: Written*
explanation:
Conducted an assessment of labor relations at Doctors Hospital of Manteca and provided National Labor Relations Act training to employees of Doctors Hospital of Manteca.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2018-02-09
form_agreement: Both
explanation:
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." Employer agreed to pay for costs for CBA contract extension ratification vote in May 2021 (oral agreement)


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2016-10-17
form_agreement: Written*
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 shall 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: 2012-09-06
form_agreement: Written*
explanation:
Article 15B of the RSSA CBA and Article 15B 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.a.
activity_type: Payment
counterparty_position: Executive Director
explanation:
Express Scripts attends the International Foundation of Employee Benefit Plans Conference, and while attending hosted a dinner. Ms. Conboy attended the dinner.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: National Secretary-Treasurer
explanation:
Express Scripts attends the International Foundation of Employee Benefit Plans Conference, and while attending hosted a dinner. Mr. Boyd attended the dinner.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: National Vice President
explanation:
Express Scripts attends the International Foundation of Employee Benefit Plans Conference, and while attending hosted a dinner. Mr. Maratea attended the dinner.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The 1199SEIU/Employer Child Care Corporation is dedicated to improving the quality of life of 1199SEIU members, their families and their communities by providing children of all ages with educational, professional and social opportunities. Express Scripts made a donation to their organization.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1199SEIU Training and Education Fund's Basil Paterson Scholarship provides tuition and financial support to home care workers enrolled in college and allied health certification programs. Express Scripts made a donation to the fund.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
International Union of Bricklayers and Allied Craftworkers represents craftworkers in the trowel trades across the United States, the annually host a golf tournament to raise money for a scholarship fund. Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The International Brotherhood of Electrical Workers (IBEW) Local 1 host an annual health fair and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paul Collins JR Scholarship Fund is a subordinate organization under International Association of Smart Workers Local Union 137 Insurance Fund. The fund hosted the Paul Collins, JR. Scholarship Fund 13th Annual Golf Outing and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Local 671 Plumbers & Pipefitters hosted their 1st Annual Scholarship Fund Golf Outing, and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
New York Labor Healthcare Alliance hosted its annual golf tournament and Express Scripts sponsored the event. New York Labor Healthcare Alliance hosted its annual reception and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
NY Mailers Union No 6M hosted their 2021 Allied Print Trades Memorial Golf Outing and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
NYC & Vicinity District Council of Carpenters Charity Fund hosted their charity golf tournament and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Plumbers Welfare Fund Local 130 hosted their 125th Plus One Anniversary Gala and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sanitation Officers Scholarship Fund hosted their 12th annual scholarship golf outing, and Express Scripts sponsored the event. Sanitation Officers Association hosted their Shop Steward Convention and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sheet Metal Workers Local 73 hosted their 2nd Annual Charity Golf Outing and Express Scripts sponsored the Event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Teamsters Center Services Fund hosted their 2th annual Health and Benefits Expo and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Local Union 322 held their Apprentice Graduation Celebration and Express Scripts sponsored the event. New Jersey State Association of Pipe Trades hosted their Biennial Convention and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
United Food and Commercial Workers (UFCW) Local 227 hosted their golf tournament and Express Scripts sponsored the event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Wisconsin Sheet Metal Workers Health and Benefit Fund hosted their golf outing and Express Scripts sponsored the event.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-07-26
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included meeting with the client representatives; Conducted classes to educate the employees on basic union card-signing tactics.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-25
form_agreement: Oral
explanation:
9/25 - Platinum Sponsorship 9/25 - golf balls for event 9/25 - giveaways for ironworkers event (155 sport kits, 2 tumblers)


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-10-21
form_agreement: Oral
explanation:
10/21 - Silver Sponsorship & Giveaways for Golf Event 10/5 - Giveaways for golf outing (200 toothbrushes, 200 floss) 10/21 - giveaways for picnic (125 toothbrushes, 125 floss, 100 hand sanitizer) 11/4 - giveaways for event (300 floss, toothbrushes and tradeshow bags)


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-26
form_agreement: Oral
explanation:
1/26 - premium paid on behalf of union benefit fund 3/1 - premium paid on behalf of union benefit fund 4/1 - premium paid on behalf of union benefit fund


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-18
form_agreement: Oral
explanation:
5/18 - 2021 State Council Golf Tournament 5/18 - 2021 State Council Golf Tournament (Lunch Sponsor - Foursome)


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
1/1 fees paid to Imagenet for electronic images of data 2/1 fees paid to Imagenet for electronic images of data 3/31 fees paid to Imagenet for electronic images of data 6/2 fees paid to Imagenet for electronic images of data 6/30 fees paid to Imagenet for electronic images of data 7/31 fees paid to Imagenet for electronic images of data 8/31 fees paid to Imagenet for electronic images of data 9/30 fees paid to Imagenet for electronic images of data 10/31 fees paid to Imagenet for electronic images of data 11/30 fees paid to Imagenet for electronic images of data


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
1/1 Fees paid to Imagenet for electronic images of data 2/1 Fees paid to Imagenet for electronic images of data 3/31 Fees paid to Imagenet for electronic images of data 6/2 Fees paid to Imagenet for electronic images of data 6/30 Fees paid to Imagenet for electronic images of data 7/31 Fees paid to Imagenet for electronic images of data 8/31 Fees paid to Imagenet for electronic images of data 9/30 Fees paid to Imagenet for electronic images of data 10/31 Fees paid to Imagenet for electronic images of data 11/30 Fees paid to Imagenet for electronic images of data


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
1/1 Fees paid to Imagenet for electronic images of data 2/1 Fees paid to Imagenet for electronic images of data 3/31 Fees paid to Imagenet for electronic images of data 6/2 Fees paid to Imagenet for electronic images of data 7/31 Fees paid to Imagenet for electronic images of data 8/31 Fees paid to Imagenet for electronic images of data 9/30 Fees paid to Imagenet for electronic images of data 10/31 Fees paid to Imagenet for electronic images of data 11/30 Fees paid to Imagenet for electronic images of data


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Consultant
explanation:
On 03/08/2021, Mackay Shields LLC made a check to NYC District Council Charity Fund - Golf in the amount of $500. The payment was for a hole sponsorship of NYC & Vicinity District Council & Carpenters. Denise Spillane a consultant for Mackay Shields LLC attended the event. The event took place on Friday August 6, 2021 at the Crystal Springs Country Club in Hamburg, NJ.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Consultant
explanation:
On 05/21/2021, Mackay Shields LLC made a check to IUEC Convention Ad Book in the amount of $5000. The payment was for a Sponsorship in support of the Toy Box Children's Charity.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 2/4/2021 - the firm met with the Union to discuss Union business 6/2/2021 - the firm met with the Union to discuss Union business 8/4/2021 - the firm held a conference call with the Union to discuss Union business 8/27/2021 - the firm attended a pre-trial conference on behalf of the Union 10/29, 11/3/2021 - 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 = 9; Estimated cost of legal services = $2,250 11/16, 11/26, 12/1, 12/2/2021 - 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 = 8.5; Estimated cost of legal services = $2,125


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 2/1/2021 - the firm met with the Union to discuss Union business 2/17/2021 - the firm met with the Union to discuss Union business 5/5/2021 - the firm represented the Union in a deposition 7/15/2021- the firm held a conference call with the Union to discuss an upcoming arbitration 7/26/2021 - the firm met with the Union to discuss Union business 4/16, 7/9, 7/14, 10/13, 10/14/2021 - 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 = 13; Estimated cost of legal services = $3,250 11/18/2021 - the firm met with the Union to discuss Union business


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 1/19, 2/5, 2/19, 2/10/2021 - the firm represented the Union in arbitration for a contract violation. This includes legal services for presentation at arbitration and preparation of brief to arbitrators. Hrs. of legal services provided by the firm: 11; Estimated cost of legal services = $2,750 5/14/2021 - the firm met with the Union to discuss Union business 12/8, 12/15, 12/16/2021 - the firm represented the Union in arbitration for a contract violation. This includes legal services for presentation at arbitration and preparation of brief to arbitrators. Hrs. of legal services provided by the firm: 8; Estimated cost of legal services = $2,000


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Directing Business Representative
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 11/2, 11/2/2021 - the firm represented the Union in arbitration for a contract violation. This includes legal services for presentation at arbitration and preparation of brief to arbitrators. Hrs. of legal services provided by the firm: 8; Estimated cost of legal services = $2,000


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Manager
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The firm provided the following legal services at no cost to the Union: 2/2, 2/3/2021 - the firm represented the Union in arbitration for a contract violation. This includes legal services for presentation at arbitration and preparation of brief to arbitrators. Hrs. of legal services provided by the firm: 7.5; Estimated cost of legal services = $1,875 8/25/2021 - the firm held a conference call with the Union to discuss Union business 9/7/2021 - the firm attended a pre-hearing conference on behalf of the Union 10/4, 10/12/2021 - the firm represented the Union in arbitration for a contract violation. This includes legal services for presentation at arbitration and preparation of brief to arbitrators. Hrs. of legal services provided by the firm: 10; Estimated cost of legal services = $2,500 12/12, 12/13/2021 - the firm represented the Union in arbitration for a contract violation. This includes legal services for presentation at arbitration and preparation of brief to arbitrators. Hrs. of legal services provided by the firm: 12; Estimated cost of legal services = $2,500


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
The Company occasionally provides on-site office space to union officials to allow them to meet with employees and address Company/Union issues locally and more expeditiously. The 11c Company office space was provided for use to the Union identified in 9d. While the date referenced above is 01/01/2021, the actual term of the office space and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
The Company occasionally provides on-site 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 Company office space and equipment was provided for use to the Union identified in 9d. While the dates referenced above are 01/01/2021, the actual term of the office space and equipment usage was at times throughout the entire year.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1.Chicago and Cook County Building and Construction Trades Annual Golf Outing 9/24/21 2.Chicago and Cook County Building and Construction Trades Holiday Open House 12/14/21


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-07
explanation:
At the request of the local union, TIC International Corporation made a $1,300 cash donation for the October 7, 2021 golf outing. This donation represents a sponsorship for a golf outing and a foursome on 8-7-21. this event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-16
explanation:
At the request of the local union, TIC International Corporation made a $650 cash donation for the June 26, 2021 annual golf outing. This event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-08
explanation:
At the request of the local union, TIC International Corporation made a $400 cash donation for the July 21, 2021 annual golf outing. This event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-08
explanation:
At the request of the local union, TIC International Corporation made a $300 cash donation for the August 14, 2021 annual golf outing. This event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-07
explanation:
At the request of the local union, TIC International Corporation made a $300 cash donation for the June 5, 2021 annual golf outing. This event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-24
explanation:
At the request of the local union, TIC International Corporation made a $650 cash donation as a hole sponsor for the July 31, 2021 annual golf outing. This event was held for union members, contractors and other business associates.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment for sponsorship advertisement in the IUEC commemorative convention book. Net proceeds to benefit Toy Box Connection Children's Charity.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment made to DuPage County Building Trades Council for sponsorship of the 2021 charity golf outing to benefit Little Friends, Inc.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment made to IUEC Local 2 for sponsorship of annual golf outing for the benefit of IUEC #2 Organization for Diabetes Research.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment made to GCC/IBT DC9 Local 16-N for sponsorship of the District Council 9 Scholarship Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment made to Diversifed Marketing Strategies for sponsorship of the NWIBRT Hard Hat Invitational Charity Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment made to Imagepoint in support of promotional items to be distributed at the Teamsters Local Union 177 Shop Steward Education Seminar.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/29/2021 - Donation of logo promotional items for union charity event 08/02/2021 - Union sponsorship at charity event


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Prudential was a sponsor for the 2021 IBEW NECA conference taking place virtually. Sponsorship included company name and logo shown throughout presentations, 30 second commercial spot and 4 registrations. Pru attendees: Bill Evans, Ray Sweetland, Bill Stahl, Rob Sutkowski


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Prudential sponsored Client 'NY District Council of Carpenters' 2021 Virtual Gala hosted by Friends of St Dominics. Sponsorship of Platinum Level $3,000 Full Page Ad 7.5x10 in online awards dinner journal. This event was held virtually on 3/16/2021


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Union Representative
explanation:
Prudential was a sponsor at the 2021 National Coordinating Committee for Multiemployer Plans (NCCMP) Annual Conference. Prudential included 2 registrations to the conference, a 10'x10' exhibit booth for marketing materials, and acknowledgment as a co-sponsor at Tuesday's breakfast. website and verbal recognition by the Executive Director.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
PRU sponsored the Sheet Metal Workers Local 36 (SMART) Annual Virtual Health Fair. This year PRU sponsored the $1000 Turntable Level Sponsorship which included our name/logo as recognition on the back of Health Fair hoodies


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1) Sheet Metal Workers Local 25 requested PRU to sponsor the Assoc. of Benefit Administrators IFEBP Brunch held on October 17 at the IFEBP Conference in Colorado. PRU received recognition on signage during brunch. 2) PRU requesting to sponsor Sheet Metal Workers Local 25 Assoc. of Benefit Administrators 21st Annual Reception being held on December 2nd at St Regis Hotel, New York. PRU received recognition on signage during event and full page ad in journal.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
PRU sponsored the IBEW Local 701 Needy Members Fund 2021 Casino Night with a $500 Blackjack Sponsorship. PRU logo will appear on the main room banner.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
IBEW Local 24 - Golf Sponsorship. Included is PRU logo on Banner, complimentary golfer & sponsor gift.. Check payable to: IBEW Local 24 Scholarship Fund. All proceeds go directly to IBEW Local Union 24 Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Cash Donation to IBEW Minority Caucus 2021 Golf Tournament Sponsorship 11.a. Line 2: Gift Donation of Minsky's Pizza for IBEW office party 11.a. Line 3: Gift Donation Russell Stover's Holiday Gift Boxes


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Gift donation of Russell Stover's Holiday Gift Box 11.a. Line 2: Cash donation to 2021 Ironworker's Charity Golf Tournament, Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Cash Donation to Annual Craig Whitaker Golf Tournament, Sponsorship 11.a. Line 2: Cash Donation to Clay Shoot, Sponsorship 11.a. Line 3: Cash Donation to Annual Public Officials Reception, Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Cash Donation to annual golf tournament, sponsorship 11.a. Line 2: Donation of gift of Russell Stover Holiday Gift Box


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Cash donation to Western MO/KS Laborers Golf Tournament, Sponsorship 11.a. Line 2: Gift of Russell Stover's Holiday box


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Cash donation to sponsor the 2021 Greater KC Charity Golf Tournament 11.a. Line 2: Purchase and donation of Greater KC Charity Golf Tournament prize 11.a. Line 3: Purchase and donation of signed KC Chiefs football for 2021 Holiday Luncheon Prize 11.a. Line 4: Purchase and donation of signed and framed KC Chiefs picture for 2021 Holiday Luncheon Prize 11.a. Line 5: Purchase and donation of 4 Blue KC 1/4 zip jackets for 2021 Holiday Luncheon Prize 11.a. Line 6:Purchase and donation of 2 Home Depot Gift Cards for 2021 Holiday Luncheon Prize 11.a. Line 7:Purchase and donation of 2 Bass Pro Shop Gift Cards for 2021 Holiday Luncheon Prize 11.a. Line 8: Donate Holiday Russell Stover's Gift Box


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Cash donation to the 2021 Pipefitters Local 533 Larry Mitchell Memorial Golf Tournament, sponsor 11.a. Line 2: Donation of Russell Stover Holiday Gift Box 11.a. Line 3: Donation of breakfast pastries for office meeting


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Cash donation to the 2021 Teamsters' Joint Council 56 Charity Golf Tournament sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11.a. Line 1: Cash donation to 2021 Plumbers Local 8 Golf Tournament Sponsorship 11.a. Line 2: Gift of Russell Stover's Holiday Gift Box (2)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
11.a. Line 1: Proportional expenditure for business meal at Smokehouse BBQ 11.a. Line 2: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament 11.a. Line 3:Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. Yankees (8/9/2021) 11.a. Line 4: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
11.a. Line 1: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021) 11.a. Line 2:Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. Yankees (8/9/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
11.a. Line 1:Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. Yankees (8/9/2021) 11.a. Line 2: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Training Representative
explanation:
11.a. Line 1: Proportional expenditure for food and beverage and tickets to PBR Bull Riders at T-Mobile Center (3/20/2021) 11.a. Line 2: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager, Treasurer
explanation:
11.a. Line 1: Proportional expenditure for business meal at Jackstack BBQ 11.a. Line 2: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President/Secretary/Treasurer
explanation:
11.a. Line 1: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021) 11.a. Line 2: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
11.a. Line 1: Proportional expenditure for business meal at Jackstack BBQ 11.a. Line 2: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament 11.a. Line 3: Proportional expenditure for business meal at Smokehouse BBQ 11.a. Line 4: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Field Rep / VP
explanation:
11.a. Line 1: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament 11.a. Line 2:Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. Yankees (8/9/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President and Business Leader
explanation:
11.a. Line 1: Proportional expenditure for business meal at Jackstack BBQ 11.a. Line 2:Proportional expenditure for tickets, gifts, meals, and entertainment at Kauffman Stadium, KC Royals v. Cleveland (5/4/2021) 11.a. Line 3:Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. Yankees (8/9/2021) 11.a. Line 4: Proportional expenditure for food and beverage, green fees, cart rentals, and incidentals at golf outing at Stone Canyon 11.a. Line 5: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Financial Secretary, Treasurer
explanation:
11.a. Line 1: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director of Servicing
explanation:
11.a. Line 1:Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. Yankees (8/9/2021) 11.a. Line 2: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
11.a. Line 1: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament 11.a. Line 2: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
11.a. Line 1:Proportional expenditure for tickets, gifts, meals, and entertainment at Kauffman Stadium, KC Royals v. Rangers (4/3/2021) 11.a. Line 2: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, Business Manager
explanation:
11.a. Line 1: Proportional expenditure for food and beverage, green fees, cart rentals, and incidentals at Deer Creek Golf Course 11.a. Line 2: Proportional expenditure for food and beverage, green fees, cart rentals, incidentals, and prizes and the Blue Cross and Blue Shield of Kansas City's 2021 Annual Labor Golf Tournament 11.a. Line 3:Proportional expenditure for tickets, gifts, meals, and entertainment in box at Kauffman Stadium, KC Royals v. Yankees (8/9/2021) 11.a. Line 4: Proportional expenditure for food and beverage, green fees, cart rentals, and incidentals at Hoots Hollow Golf Course 11.a. Line 5: Proportional expenditure for tickets, gifts, meals, and entertainment in suite at Arrowhead Stadium, KC Chiefs v. Oakland Raiders (12/12/2021)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: H&W Trustee
explanation:
11.a. Line 1: Proportional expenditure for tickets, gifts, meals, and entertainment at Arrowhead Stadium, KC Chiefs v. Chargers (09/26/2021)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The payment represented sponsorship of a diner at the 2021 Local One Scholarship Golf Outing. The payment was made to the labor organization.


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


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-01
form_agreement: Oral
explanation:
2021 awarding scholarships to two University of Hawaii at Manoa (UHM) students in the construction engineering program within the UHM College of Engineering.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-04-23
form_agreement: Oral
explanation:
53rd Annual Plumbing & Mechanical Contractors Assn (PAMCAH) and Sheet Metal & Air Conditioning Contractors National Assn.( SMACNA) Hawaii Industry Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 22.41 Aug 26, 2021 54th Street 024 July / August Expenses Sharpe, Benjamin H 11.13 Dec 23, 2020 Schlotzsky's #2107 December Expenses Sharpe, Benjamin H


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 30.31 Nov 3, 2021 Things Remembered 0814 Dec 2021 Johnson, Kenneth M 103.67 Nov 3, 2021 Total Wine and More Dec 2021 Johnson, Kenneth M


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 36.74 Jan 20, 2021 Dsasumo Thai Cuisine January 2021 Sylvester, Walter C


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 14.95 Jul 26, 2021 Jucy's Hambergers LLC July Expenses (07/01/2021) Beaudion, Alan C


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice General Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME 88.59 Jun 19, 2021 Wynn Las Vegas Hotel M. Garland - June 2021


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Associate General Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 21.85 May 20, 2021 Haywards Pit BBQ June 2021 Fritz, Jerad W


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 24.93 May 5, 2021 Haywards Pit BBQ 3.30.21 Report Fritz, Jerad W 20.82 Jun 15, 2021 Thai Place June 2021 Pittman, Daniel E


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice General Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 24.93 May 5, 2021 Haywards Pit BBQ 3.30.21 Report Fritz, Jerad W 21.86 May 20, 2021 Haywards Pit BBQ June 2021 Fritz, Jerad W


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice General Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 24.93 May 5, 2021 Haywards Pit BBQ 3.30.21 Report Fritz, Jerad W 21.85 May 20, 2021 Haywards Pit BBQ June 2021 Fritz, Jerad W


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 9.34 Feb 24, 2021 TST* Rudy's Country Store February 2021 Expenses Kautzman, Kevin E


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice General Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 5.85 Nov 16, 2021 Taqueria Sinaloa November expenses Smith, John M


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 29.51 Dec 6, 2021 Smoketown BBQ M. Igoe - December 2021 Igoe, Matthew J


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 41.82 Dec 14, 2021 BJ's Restaurant 463 December 2021 Dennison, Richard P


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Local Chairman
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 18.38 May 25, 2021 Illinois Bar and Grill May Expenses Jenkins, Jason M


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
explanation:
TRANS AMNT TRANS DATE NAME OF MERCHANT REPORT NAME EMPLOYEE NAME 63.67 Dec 14, 2021 Dancing Marlin J. Gabriel - December 2021 Gabriel, Jon P


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: VICE PRESIDENT, NJASAP
date_of_agreement: 2021-01-21
form_agreement: Oral
explanation:
The Company provided various meals during joint Company/Union meetings. The Company also hosted Union officials to an NHL hockey game.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT, NJASAP
date_of_agreement: 2021-01-21
form_agreement: Oral
explanation:
The Company provided various meals during joint Company/Union meetings. The Company also hosted Union officials to an NHL hockey game. Finally, one trip was made with Company representatives on NetJets aircraft.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary
date_of_agreement: 2021-04-22
form_agreement: Written*
explanation:
$500 Entry fee into "Golf Day" event held by the Duluth Building and Construction Trades Council on June 12, 2021.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Business Agent
explanation:
The Teamster group asked for our participation in a Teamster Local 916 Golf Tournament. The date for the event to happen was 9/14/2021


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent labor consultant
date_of_agreement: 2021-07-07
form_agreement: Oral
explanation:
Payment was for Mr. Ahern's labor, admin fees, and expenditures during the period 7/7/21 to 7/17/21. Mr. Ahern was hired to assist Asphalt Operating Services of Chicago's Owner and Management with staff conversations and meetings during a unionization campaign.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Union
explanation:
Silver Sponsorship at IUOE Local 612 Charity Golf Tournament. Payment made to IUOE Local 612 Charity - 501c(5) organization which is union controlled


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Calendar year 2021 - Provided 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: 2021-01-01
form_agreement: Oral
explanation:
Calendar year 2021 - 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: 2021-01-01
form_agreement: Oral
explanation:
Calendar year 2021 - 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: 2021-01-01
form_agreement: Oral
explanation:
Calendar year 2021 - 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. 12/9/2021- Company donation of food for annual children's charity event, (pizza)


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Calendar year 2021 - 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: 2021-01-01
form_agreement: Oral
explanation:
Calendar year 2021- 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: Both
date_of_agreement: 2016-01-22
form_agreement: Both
explanation:
All office space and Board of Director expenditures provided to facilitate conducting union business.


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


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2020-11-20
form_agreement: Written*
explanation:
Pursuant to written agreement with union for office space and parking. The office space and parking were exclusively for union business.


activity_code: ITEM 8.a.
activity_type: Both
date_of_agreement: 2016-01-01
form_agreement: Both
explanation:
Pursuant to written agreement with union for office space and positive space airline travel. The office space was exclusively for union business and travel was exclusively related to union matters.


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


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Ingalls Shipbuilding has provided use of one (1) office space at its facility at 1000 Access Road, Pascagoula, Mississippi 39567-4485 to the International Brotherhood of Electrical Workers, Local 733, AFL-CIO, with an estimated annual value of said use to be approximately $5,868.00.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Ingalls Shipbuilding has provided use of three (3) office spaces at its facility at 1000 Access Road, Pascagoula, Mississippi 39567-4485, to the Pascagoula Metal Trades Council, AFL-CIO, and/or to affiliates of the PMTC, with an estimated annual value of said use to be approximately $6,820.00.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2021-03-03
form_agreement: Oral
explanation:
We believe the payment is reportable because it is a payment from an employer to a labor union official and it does not qualify for any of the specified exclusions. The payment was made in connection with the retirement dinner for Joseph Toner, a labor union official, held on March 27, 2021. The check totaling $260 covered the cost of four dinner 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
counterparty_position: Business Manager
date_of_agreement: 2021-05-07
form_agreement: Oral
explanation:
We believe the payment is reportable because it is a payment from an employer to a labor organization and it does not qualify for any of the specified exclusions. The payment was made in connection with the David A. Roche Retirement Golf Outing held on August 26, 2021. The check totaling $1,900 covered the cost of a Silver sponsorship which included the cost of golf and dinner for 4 individuals and a tee sign. No services were rendered or promised in exchange for our payment. We do not believe the organization listed in 9d specifically benefited from our payment.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-05-28
form_agreement: Written*
explanation:
Employed on a per diem basis during the fiscal year. Advised management on their legal rights and obligations under the National Labor Relations Act; met with employees to provide information only when management was unavailable to do so. Met with employees to answer questions and to provide information about the NLRA, NLRB procedure and the process of unionization.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-10-30
form_agreement: Both
explanation:
Conduct employee meetings and one-on-one conversations to inform and educate participants about their rights, duties, and responsibilities as pertain to the National Labor Relations Act and National Labor Relations Board procedures such as secret ballot elections, collective bargaining procedures, unfair labor practices, and union rules and finances.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
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. The Company also donated a refrigerator manufactured at GE Appliance to be raffled off at the Union's Fall for production employees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
date_of_agreement: 2021-12-05
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resouce Council in San Antonio, TX from 12/05/2021 to 12/10/2021. International Paper provided payment for registration for attendance at PPRC in San Antionio, TX. 12/05/2021 - 12/10/2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-11-17
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Joint Health and Safety Conference Committee in Memphis, TN from 11/17/2021 to 11/18/2021. International Paper provided payment for travel, lodging, meals for attendance at the Pulp and Paperworkers Resouce Council in San Antonio, TX from 12/05/2021 to 12/10/2021. International Paper provided payment for registration for attendance at PPRC in San Antionio, TX. 12/05/2021 - 12/10/2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-11-17
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals for attendance at the Joint Health and Safety Conference Committee in Memphis, TN from 11/17/2021 to 11/18/2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-11-17
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging for attendance at the Joint Health and Safety Conference Committee in Memphis, TN from 11/17/2021 to 11/18/2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-12-05
form_agreement: Oral
explanation:
International Paper provided payment for travel, lodging, meals, event tickets for attendance at the Pulp and Paperworkers Resouce Council in San Antonio, TX from 12/05/2021 to 12/10/2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Recording Secretary
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Office space and related expenses for convenience of company and union. IP takes the position that office space and related expenses on this report are not required to be reported under the "LMRDA", but is nonetheless providing the information.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. Cash contribution for 12-14-21 Holiday Open House 2. Cash contribution for 09-24-21Chicago & Cook County Building & Construction Trades Annual Golf Outing (beer station sponsorship)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. cash contribution for 05-03-21 2021 IAM International President's Capital Classic 2. cash contribution for 09-27-21 James Conigliaro Retirement Celebration


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. cash contribution for 08-09-21Lake County Building & Construction Trades Council 34th Annual Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. cash contribution for 12-04-21 Teamsters National Black Caucus Chicago Chapter 13th Annual Black Tie Affair


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Labor Relations Consultant
date_of_agreement: 2021-08-25
form_agreement: Written*
explanation:
B. Braun Medical Inc. and Labor Information Services, Inc. have agreed for Labor Information Services, Inc. to inform employees in the voting unit to exercise their right to choose whether or not they wish to be represented for the purposes of collective bargaining. B. Braun Medical Inc. did not make any payments to Labor Information Services, Inc. in 2021.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Labor Relations Consultant
date_of_agreement: 2021-12-01
form_agreement: Oral
explanation:
B. Braun Medical Inc. and Labor Information Services, Inc. have agreed for Labor Information Services, Inc. to conduct meetings with employees in the voting bargaining unit to discuss the realities of signing authorization cards and voting in an upcoming election. B. Braun Medical Inc. did not make any payments to Labor Information Services, Inc. in 2021.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-07-29
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included conducting informational classes to educate 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.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship of educational conference (American Alliance Conference) with union-related participants. Event date: August 22-26, 2021


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2021-06-10
form_agreement: Oral
explanation:
Conducted employee group meetings to inform and educate participants about their rights and responsibilities as they pertain to the NLRA and NLRB procedures


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-07-31
form_agreement: Written*
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included providing information to management and employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered quesitons.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Owner
date_of_agreement: 2020-03-23
form_agreement: Oral
explanation:
Payment was made related to the education of employees regarding their rights under the NLRA and to answer employee questions. Penske personnel were not permitted to travel at the time due to COVID 19 restrictions and Lev Labor LLC conducted educational meetings. Penske Logistics understands that the services performed by Lev Labor LLC were not persuader activities and is submitting this LM-10 as a courtesy in response to a request by the Department


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-02
form_agreement: Written*
explanation:
Golf Foursome/Sponsorship for "Teamsters JC25 18th Annual All Charity Golf Event". See Attachment for backup.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Union Chairman - IAM District 8
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The local IAM Chairman was provided an office space of approximately 150 sq. ft. on site at the Chicago Bakery for the entire year. The expenditure amount was determined by using $26.66/sq. ft. as the average rate for "Class C" office space in the City of Chicago.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President, USW Local 9506
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
1) Use of on-site office space for union representatives, including President and Grievance Committee.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/Business Manager
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Local 15 was afforded the use of a 193 square foot office space inside the Quad Cities Nuclear Generating Station valued at $2,123 and telephone valued at $212 per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/Business Manager
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Local 15 was afforded the use of a 92 square foot office inside the Braidwood Nuclear Generating Station valued at $1,012, telephone valued at $300 and computer usage valued at $924($77/mo.) per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/Business Manager
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Local 15 was afforded the use of a 96 square foot office space inside the Dresden Nuclear Generating Station valued at $1,056, telephone valued at $300 and computer usage valued at $924 ($77/mo.) per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/Business Manager
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Local 15 was afforded the use of a 207 square foot office space inside the LaSalle County Nuclear Generating Station valued at $2,227 per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/Business Manager
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Local 15 was afforded the use of a 115 square foot office space inside the Byron Nuclear Generating Station valued at $1,265, telephone valued at $300 and computer usage valued at $924($77/mo.) per year.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President/Business Manager/Financial Secretary
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Local 97 was afforded the use of a 112-square foot office space inside the James A. Fitzgerald Nuclear Generating Station valued at $1680 per year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Charity (Directors Guild Benevolent Foundation)
date_of_agreement: 2021-08-24
explanation:
Donation/Sponsorship to a Director's Guild Education & Benevolent Foundation event (DGA Foundation Golf Tournament) which was made to the bona fide 503c3 Charity and not to an individual.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Charity (Local 1546 UFCW Leukemia Fund Inc.)
date_of_agreement: 2021-12-30
explanation:
Donation to a Local 1546 UFCW Leukemia Fund, Inc. event (Leukemia Fund Golf Classic) which was made to the bona fide 503c3 Charity and not to an individual.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Charity (UFCW Charity Foundation)
date_of_agreement: 2021-09-02
explanation:
Donation to a UFCW Charity Foundation Event (Wynn Charity Golf Classic), which was made to the bona fide 503c3 Charity and not to an individual.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2021-09-08
form_agreement: Oral
explanation:
The Company and UAW Local 4104 jointly sponsored a local 4-H organization at the Muskingum County Fair. UAW Local 4104 made the sponsorship payment, and the Company reimbursed UAW Local 4104 for the Company's share of the sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2021-09-11
form_agreement: Oral
explanation:
The Company donated gift cards and coolers to UAW Local 600. These items were used as prizes to be given away at the Steve LaBodie Charity Golf Outing, a charitable golf event sponsored by UAW Local 600.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2021-11-04
form_agreement: Oral
explanation:
The Company paid $500 to USW Local 4950 as a donation to the Union's "Adopt a Family" event, a holiday fundraiser to provide Christmas gifts for local families in need.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2021-11-04
form_agreement: Oral
explanation:
The Company paid $500 to USW Local 4974 as a donation to the Union's "Adopt a Family" event, a holiday fundraiser to provide Christmas gifts for local families in need.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-12-07
form_agreement: Oral
explanation:
The Company paid $2500 to USW Local 1165 as a donation to the Union's Women of Steel Children's Christmas Party, an annual holiday event to benefit children in the local community.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: PRESIDENT
date_of_agreement: 2021-09-11
form_agreement: Oral
explanation:
The Company donated Cliffs' branded merchandise (golf balls and polo shirts) to USW Local 1011 for a Union sponsored golf event.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director
date_of_agreement: 2020-03-06
form_agreement: Oral
explanation:
Cost of Travel, Meals & Lodging incurred by MPI Health Plan Director in connection with attendance at the International Foundation of Employee Benefit Plans' Annual Conference in Honolulu, Hawaii 11/14/2020-11/19/2020.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $2,750 is for the Kenneth Rigmaiden Testimonial Dinner includes $2,500 Donation and $250 Dinner reception, on November 11, 2021 at Capital Hilton, 1001 16th St NW, Washington, DC 20036


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Brotherhood of Electrical Workers
form_agreement: Oral
explanation:
Payment $3,000 is for 2021 IBEW Construction and Maintenance Conference Gold level. Held on April 15&16, 2021. No physical location as this was a virtual conference.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $300 for Local 42 Annual Golf Tourney, Contest sponsor, on Oct 9, 2021, at St. Anne's at 1100 St. Anne's Blvd Middletown, De 19709


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $800 for Iron Workers Local #10 25th Annual Charity Golf Tourny, Gold Sponsor, on Sept 25, 2021


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $500 for Cleveland Building and Construction Trades Council Golf Outing, Silver Sponsor, on June 4th, 2021 at Mallard Creek Golf Course, 34500 E. Royalton Road, Columbia Station 44028


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $500 for Local28 Family Picnic sponsorship, held on Sep 18, 2021, at Kruckers Grove 81 Call Hollow Road Pomona, NY 10970


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $320 for foursome to play in the Bricklayers and Allied Craftworkers Golf Tourney, on July 31, 2021, at Pheasant Acres Golf Club, Rogers, MN


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $650 for DuPage County Building Trades Charity Golf Outing, $150 individual and $500 Lunch sponsor, on Jul 9, 2021 at White Pines Golf Club, East & West Courses, 500 West Jefferson, Bensenville, IL


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $1,500 for Minneapolis Building Trades Dad's Day Hole in One Sponsor, on Sep 8, 2021, at Majestic Oaks Golf Club 701 Bunker Lake Blvd NE Ham Lake, MN 55304


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $1,000 for New Jersey State Building Trades 116th Annual Convention, as Exhibitor, on Oct 12 & 13, 2021, at Hard Rock Hotel & Casino, Atlantic City, New Jersey


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $2,500 for Plumbers' Pension Fund, 125th Gala Anniversary Celebration, PVC PIPE Level Sponsor, on Nov 20, 2021, at Donald E. Stephens Convension Center, Rosemont, IL.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment $500 for EAS Regional Council of Carpenters Hole Sponsorship, on Oct 1, 2021, at 1 Wild Turkey Way, Hamburg, NJ 07419


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-01-01
form_agreement: Written*
explanation:
-On June 3, 2022, MLB contributed $10,000 to the AMLU's scholarship fund pursuant to the terms of the parties' collective bargaining agreement.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Partner
date_of_agreement: 2021-01-29
form_agreement: Written*
explanation:
Payment regarding general personnel and labor relations activities in our New York operations, as per the attached agreement.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: UAW Local 933
date_of_agreement: 2020-03-26
form_agreement: Written*
explanation:
Rolls-Royce Corporation provides floor space, office furniture, and equipment to elected and appointed Union officials of UAW Local 933 to perform their elected/appointed duties under the terms of the 2020 Collective Bargaining Agreement.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
06/14/2021: Sponsorship of the International Union of Elevator Constructors' Commemorative Convention Book


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
09/07/2021: Sponsorship of the Nassau Suffolk Building Trades Council's 14th Annual Jack Kennedy Memorial Golf Outing on September 27, 2021


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
05/28/2021: Sponsorship of the North America's Building Trades Unions' 2021 National Legislative Conference on June 5, 2021 12/06/2021: Sponsorship of the North America's Building Trades Unions' 2022 Governing Board Meeting Reception on January 16, 2022


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
06/01/2021: Sponsorship of the New York State Building & Construction Trades Council's 3rd Annual Golf Outing on July 26, 2021


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
11/01/2021: Sponsorship of the Pittsburgh Regional Building Trades Council's Annual Christmas Party on December 17, 2021


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET") was provided office space with a phone, mainframe CRT, mainframe printer, and fax in Corbin, Kentucky. The office space was used by BLET local chairmen, including Robert Fields. The total value of the office and equipment during 2021 is estimated at $3,149.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with a desk, chair, file cabinet, and phone in Rougemere, Michigan. The office space was used by SMART-TD local chairmen, including Don Roach. The total value of the office and equipment during 2021 is estimated at $2,011.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with a desk, chair, file cabinet, and phone in Walbridge, Ohio. The office space was used by SMART-TD officials, including local chairman Jake Wolff. The total value of the office and equipment during 2021 is estimated at $634.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET") was provided office space with a desk, chair, file cabinet, and phone in Walbridge, Ohio. The office space was used by BLET local chairmen, including Gonzalo Hernandez. The total value of the office and equipment during 2021 is estimated at $380.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET") was provided office space with a phone, fax, and computer in Wyoming, Michigan. The office space was used by BLET local chairmen, including Don Zatteau. The total value of the office and equipment during 2021 is estimated at $3,149.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with phone, fax, and computer in Wyoming, Michigan. The office space was used by SMART-TD local chairmen, including Andy Duncan. The total value of the office and equipment during 2021 is estimated at $3,149.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a computer and phone in Willard, Ohio. The office space was used by BLET local chairmen, including Christopher Colucy, as well as SMART-TD local chairmen. The total value of the office and equipment during 2021 is estimated at $3,556. $1,778 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a computer and phone in Willard, Ohio. The office space was used by SMART-TD local chairmen, including Jim Thompson, as well as BLET local chairmen. The total value of the office space and equipment during 2021 is estimated at $3,556. $1,778 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with a phone and terminal 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 2021 is estimated at $3,556.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET") was provided office space with a phone and terminal in Columbus, Ohio. The office space was used by BLET local chairmen, including Edward Evans. The total value of the office and equipment during 2021 is estimated at $3,556.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a computer, printer, and phone in Louisville, Kentucky. The office space was used by SMART-TD local chairmen, including Eric Crews, as well as BLET local chairmen. The total value of the office and equipment during 2021 is estimated at $2,300. $1,150 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a computer, printer, and phone in Louisville, Kentucky. The office space was used by BLET local chairmen, including Justin Dazan, as well as SMART-TD local chairmen. The total value of the office and equipment during 2021 is estimated at $2,300. $1,150 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a computer, phone, desk, and printer in Garrett, Indiana. The office space was used by SMART-TD local chairmen, including Kyle Slain, as well as BLET local chairmen. The total value of the office space and equipment during 2021 is estimated at $3,148. $1,574 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a computer, phone, desk, and printer in Garrett, Indiana. The office space was used by BLET local chairmen, including Bridgett Creager-Plutt, as well as SMART-TD local chairmen. The total value of the office and equipment during 2021 is estimated at $3,148. $1,574 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a desk, phone, fax, and computer in Buffalo, New York. The office space was used by SMART-TD local chairmen, including Michael Wyant, as well as BLET local and general chairmen. The total value of the office space and equipment during 2021 is estimated at $4,166. $2,083 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a desk, phone, fax, and computer in Buffalo, New York. The office space was used by BLET officials, including local chairman Bill Nasca. The total value of the office and equipment during 2021 is estimated at $4,166. $2,083 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a phone and computer in Syracuse, New York. The office space was used by SMART-TD local chairmen, including Jack Gross, as well as BLET local chairmen. The total value of the office and equipment during 2021 is estimated at $3,556. $1,778 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a phone and computer in Syracuse, New York. The office space was used by BLET local chairmen, including Harvey Benn, as well as SMART-TD local chairmen. The total value of the office and equipment during 2021 is estimated at $3,556. $1,778 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a phone, mainframe CRT, mainframe printer, and fax in Hinton, West Virginia. The office space was used by SMART-TD local chairmen, including James Weiss, as well as BLET local chairmen. The total value of the office and equipment during 2021 is estimated at $1,962. $981 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a phone, mainframe CRT, mainframe printer, and fax in Hinton, West Virginia. The office space was used by BLET local chairmen, including Mitchell Turner, as well as SMART-TD local chairmen. The total value of the office and equipment during 2021 is estimated at $1,962. $981 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET") and the Transportation Communications International Union ("TCU"), was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by SMART-TD local chairmen, including Justin Treu, as well as BLET officials and TCU officials. The total value of the office and equipment during 2021 is estimated at $4,506. $1,502 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") and the Transportation Communications International Union ("TCU"), was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by BLET local chairmen, including John Pedro, as well as SMART-TD local chairmen and TCU officials. The total value of the office and equipment during 2021 is estimated at $4,506. $1,502 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Communications International Union ("TCU"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET") and the Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD") was provided office space with two phones, a mainframe CRT, and a mainframe printer in Newport News, Virginia. The office space was used by TCU officials, including William Stocks, as well as BLET officials and SMART-TD local chairmen. The total value of the office space and equipment during 2021 is estimated at $4,506. $1,502 represents TCU's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), along with the Brotherhood of Locomotive Engineers and Trainmen ("BLET"), was provided office space with a phone and computer in Peach Creek, West Virginia. The office space was used by SMART-TD local chairmen, including Don Adams, as well as BLET local chairmen. The total value of the office and equipment during 2021 is estimated at $3,250. $1,625 represents SMART-TD's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: See Section 12 below.
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Brotherhood of Locomotive Engineers and Trainmen ("BLET"), along with Transportation Division of the International Association of Sheet Metal, Air, Rail and Transportation Workers ("SMART-TD"), was provided office space with a phone and computer in Peach Creek, West Virginia. The office space was used by BLET local chairmen, including Roger Mullins, as well as SMART-TD local chairmen. The total value of the office and equipment during 2021 is estimated at $3,250. $1,625 represents BLET's estimated share.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
date_of_agreement: 2021-02-08
form_agreement: Oral
explanation:
Payment on 6/19/21 covered cost of meal eaten by General Chairman Bennett during meeting with CSX Director - Labor Relations. Remaining payments each covered food and/or beverages during various bargaining negotiations or meetings.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: CEO
date_of_agreement: 2021-09-25
form_agreement: Written*
explanation:
RWP agrees to provide a consultant to communicate with employees and management; in return, FieldCore agrees to pay a flat daily rate of $2,800 per day per consultant plus reasonable expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Organization
date_of_agreement: 2021-06-30
form_agreement: Oral
explanation:
6/30/21 - $250 - Sponsorship for Membership/Club Picnic 9/17/21 - $500 - Sponsorship for Charity Golf Outing


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The SEA has been provided with dedicated office space totaling 121 sq. ft. valued at $8,575.27 and computer/phone valued at $959.14.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
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 $1,918.28.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Local has been provided with dedicated office space totaling 280 sq. ft. valued at $1,761.83 and computer/phone valued at $903.90.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2022-01-01
form_agreement: Oral
explanation:
The Local has been provided with dedicated office space totaling 243 sq. ft. valued at $5,896.51. Computer/phone valued at $4,124.84.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Written*
explanation:
1. Sponsorship, sporting clay shoot to benefit Dollars Against Diabetes (DADs) 2. Sponsorship, annual convention


activity_code: ITEM 8.e.
activity_type: Payment
date_of_agreement: 2021-06-30
form_agreement: Oral
explanation:
National Labor Relations Advocates was retained to provide education to employees and management on their rights and obligations under the National Labor Relations Act.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-06-22
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included providing information to management and conducted educational classes for employees relative to the National Labor Relations Act, employees' Section Seven Rights, as well as information regarding the NLRB election process and collective bargaining; answered questions.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-13
form_agreement: Oral
explanation:
01/13/2021: Liability Insurance Reimbursement Pmt. 01/13/2021: Liability Insurance Reimbursement Pmt. 12/08/2021: Payment in 2021 for the MLK Jr Civil and Human Rights Conference in Jan 2022.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-24
form_agreement: Oral
explanation:
09/24/2021: Philmont Country Club, Huntingdon Valley 27th Annual Mesothelioma Fund Fox Chase Cancer Center Golf Advertising.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-14
form_agreement: Oral
explanation:
06/14/2021: The Brickyard Golf Club Platinum Sponsorship Payment made in 2021 but the event was canceled and a future date TBD.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-04
form_agreement: Oral
explanation:
06/04/2021: Warren Valley Golf Course Contribution to support the Community Service and Scholarship Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-03
form_agreement: Oral
explanation:
05/03/2021: 9th Annual Golf Classic Pelham Bay and Split Rock Golf Course, New York, NY. 11/10/2021: The Diplomat resort 2022 Winter Conference Payment made in 2021 for the 2022 Conference - Conference Sponsor. 12/15/2021: Marina Del Rey, Bronx, Holiday Luncheon 2021 - Bronx Board of Business Agents.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-05
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Quarter 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees. 12/27/2021: 4th Quarter 2021 Board fees. 06/23/2021: Lunch lunch. 09/21/2021: Dinner during the Convention. 06/05/2021: Legislative Conference Virtual. 10/01/2021: RIVERSIDE HILTON NEW ORLEANS Tradeswomen Build Nations Conference. 12/08/2021: Sponsorship to Holiday Party.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-17
form_agreement: Oral
explanation:
09/17/2021: South Shore Golf Club, Staten Island Sponsorship towards Maria Concillo Scholarship Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-10
form_agreement: Oral
explanation:
07/10/2021: Bernard J Spatz Annual Dollars Against Diabetes Softball Tournament St Christina Fields, Chicago,. 12/07/2021: Raffle Ticket at the event. 12/14/2021: Raffle ticket purchase at the event. 12/14/2021: 502 Union Hall in Bellwood Holiday Open House.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-24
form_agreement: Oral
explanation:
07/24/2021: White Pines Golf Club, Bensenville Payment to the Mulligan Club for Golf Outing. 11/20/2021: Donald E Stephens Convention Center, Rosemont 125th Plus One Gala Anniversary Celebration.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-15
form_agreement: Oral
explanation:
09/15/2021: Mohegan Sun Sky Tower, Uncasville Annual Convention - Gold Sponsorship. 10/13/2021: Tunxis Plantation Country Club Golf and Sponsorship to support 1st Annual Jeff Merrow Charity golf.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-14
form_agreement: Oral
explanation:
01/14/2021: Contribution to support Southern Illinois University 2020-2021 Contract. 07/26/2021: Franklin County Country Club 30th Annual Coats for Kids Scramble. 08/06/2021: Contribution to support Southern Illinois University. 09/06/2021: Du Quoin Fairgrounds Annual Labor Day picnic.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-10-01
form_agreement: Oral
explanation:
10/01/2021: Willow Creek Golf and Country Club, Mt Sinai Annual Scholarship Golf Outing - Silver Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-02
form_agreement: Oral
explanation:
09/02/2021: Eagles Landing Golf Course, Belton 21st Annual Charity Golf Tournament. 12/03/2021: Argosy Hotel and Casino, Riverside Annual Holiday Celebration.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-04
form_agreement: Oral
explanation:
08/02/2021: Turning Stone Resort Casino Annual Golf to support Golisano Center for Special Needs and Joslin Diabetes Clinic. 05/04/2021: Virtual Progress District Meeting. 10/05/2021: Hyatt Regency, Houston District Meeting. 11/02/2021: Hyatt Regency Atlanta Membership Development Conference.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-10-02
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 04/09/2021: 2020 Board Fees Paid in 2021. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Quarter 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees. 12/07/2021: Bobby Vans Steakhouse Dinner Meeting. 12/27/2021: 4th Quarter 2021 Board fees. 10/02/2021: Eaglewood Golf Course, Itasca, Contribution to the 2nd Annual Disaster Relief Fund Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-20
form_agreement: Oral
explanation:
09/20/2021: Bethpage State Park Golf Course, Farmingdale Fall Golf Classic to sponsor the Charitable Trust Fund.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-10
form_agreement: Oral
explanation:
09/10/2021: Gillette Ridge Golf Club, Bloomfield 20th Annual Peter A Reilly Jr Invitational Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-15
form_agreement: Oral
explanation:
05/15/2021: Osiris Country Club, Walde Payment to the Scholarship fund to benefit the Phil Moresco Memorial Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-27
form_agreement: Oral
explanation:
08/27/2021: Forest Park, Forest Park Contribution towards Walter "Babe" Satalic Charitable Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-03-17
form_agreement: Oral
explanation:
03/17/2021: Payment to Paddy''s Bar and Grill, Portland to benefit the Children''s Cancer Association.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-17
form_agreement: Oral
explanation:
06/17/2021: Hickory Ridge Golf Club, Carbondale The Annual Charitable Golf Tournament to benefit the Scholarship Fund. 12/13/2021: Annual Christmas Party cancelled - Contribution only.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-31
form_agreement: Oral
explanation:
07/31/2021: Prairie Vista Golf Course, Bloomington PAUL S PENN CHARITY GOLF OUTING. 07/31/2021: Prairie Vista Golf Course, Bloomington Paul S Penn Charity GOLF OUTING-Dinner Donation.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-26
form_agreement: Oral
explanation:
08/26/2021: Gleneagles Country Club, Lemont 14th Annual Golf Outing - Platinum and Lunch Sponsorships.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-10-31
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Quarter 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees. 12/27/2021: 4th Quarter 2021 Board fees. 10/31/2020: Payment for ULLICO''s portion of the Capital One Arena - Suite (CY3-1). 12/31/2020: Payment to cover ULLICO portion of the Capital One Arena - Suite (CY3-2). 02/28/2021: Payment to cover ULLCIO''s portion of the Capital One Arena- Suite (CY3-3). 04/30/2021: Payment for ULLICO''s share of the Capital One Area - Suite (CY3-4).


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-19
form_agreement: Oral
explanation:
07/19/2021: Fairfield Wheeler Golf Course, Fairfield 4th Annual Charity Golf Tournament - Tee and Beverage Cart Sponsor.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-08
form_agreement: Oral
explanation:
09/08/2021: Majestic Oaks Golf Club, Ham Lake 25th Annual Dollars Against Diabetes (D A D ''s) Golf Tournament - Advertisement only.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-26
form_agreement: Oral
explanation:
06/26/2021: Santa Ana Golf Club, Bernalillo Annual Dollars Against Diabetes DAD''s Day Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-06
form_agreement: Oral
explanation:
08/06/2021: Crystal Spring Golf Club, Hamburg, Charity Fund Golf - Sponsorship for Wounded Warriors - Jared Allen''s Homes.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-26
form_agreement: Oral
explanation:
07/26/2021: Saratoga National Golf, Saratoga Springs 3rd Annual Golf Outing. 07/26/2021: Purchase of raffle tickets during the event.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-24
form_agreement: Oral
explanation:
08/24/2021: San Diego Marriot Marquis Marina, 40th General Convention Hosted Reception Ad contribution.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-28
form_agreement: Oral
explanation:
08/28/2021: Caribou Gun Club, LaSueur, Annual Shotgun Tune-up. 09/11/2021: Pinewood Country Club, Harshaw Annual Scholarship Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-08
form_agreement: Oral
explanation:
07/08/2021: Northstar Golf Club, Sunbury 2021Golf Tournament and Banquet to benefit Dollars Against Diabetes. 09/19/2021: 71st Convention at Hilton Downtown Columbus,.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-09-28
form_agreement: Oral
explanation:
09/28/2021: Sequoyah Lodge on Lake Ft Gibson Payment to sponsor the 29th Annual Golf and Convention. 09/29/2021: Sequoyah State Golf Course, Payment to sponsor the 24th Annual DAD''s Day Golf.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-14
form_agreement: Oral
explanation:
08/14/2021: The Golf Club at Hawks Prairie, Lacey 19th Annual Charity Golf Tournament - Advertising only.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-27
form_agreement: Oral
explanation:
05/27/2021: Rancho Murieta Country Club, Rancho Murieta 47th Annual L L B Charity Golf Tournament. 07/16/2021: Park City Golf Club, Park City, 11th Annual Utah Charity Golf Tournament. 08/21/2021: Red Hawk Golf and Resort, Sparks 14th Annual Northern Nevada Charity Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-01
form_agreement: Oral
explanation:
05/01/2021: Eagle Landing Golf Club, Orange Park Ad to Sponsor in the 7th Annual Randal Gardner Scholarship Fund Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-02-03
form_agreement: Oral
explanation:
02/03/2021: 2021 Contribution towards Smart Heros Charity 2021 Contribution. 08/30/2021: The Cannon Club, Lothian, Payment to the scholarship foundation for 40th Annual EFC Golf.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-10-02
form_agreement: Oral
explanation:
10/02/2021: Stony Ford Golf Course in Montgomery Jimmy Harmon Memorial Golf Tournament - Green/Tee Sponsor.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-10-06
form_agreement: Oral
explanation:
10/06/2021: Boston Convention and Exhibition Center, Boston 13th Annual Autism Gala event date 01/08/2022.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-16
form_agreement: Oral
explanation:
07/16/2021: Anchorage Golf Course 37th Annual Jesse L Carr Chatity Golf Tournament - Corporate Team Sponsor.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-08
form_agreement: Oral
explanation:
05/08/2021: Bayshore Park Sponsorship Donation. 10/21/2021: Purchase of raffle tickets during the event.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-12-16
form_agreement: Oral
explanation:
12/16/2020: The Labor Paper-Christmas Issue Ad. 06/28/2021: Lick Creek Golf Course, Pekin 16th Annual Charity Golf Outing. 08/24/2021: Labor Day AD.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-07-21
form_agreement: Oral
explanation:
07/21/2021: Waters Resort and Casino in Bayfield Contribution to support the 85th annual conference.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2021-01-07
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Qtr 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees. 12/27/2021: 4th Quarter 2021 Board fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-01-07
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 04/09/2021: 2020 Board Fees Paid in 2021. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Quarter 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees. 12/07/2021: Bobby Vans Steakhouse Dinner Meeting. 12/27/2021: 4th Quarter 2021 Board fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Intl. Representative
date_of_agreement: 2021-08-02
form_agreement: Oral
explanation:
08/02/2021: Turning Stone Resort Casino Annual Golf to support Golisano Center for Special Needs and Joslin Diabetes Clinic.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-01-07
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Quarter 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees. 11/04/2021: Keens Steakhouse Meals during meeting. 12/27/2021: 4th Quarter 2021 Board fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-01-07
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Quarter 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees. 12/27/2021: 4th Quarter 2021 Board fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2021-01-07
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Quarter 2021 Board fees. 12/27/2021: 4th Quarter 2021 Board fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2021-01-07
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 09/27/2021: 3rd Quarter 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International President
date_of_agreement: 2021-01-07
form_agreement: Oral
explanation:
01/07/2021: Q4 2020 Per Meeting Fees. 03/29/2021: 1st Quarter 2021 Board fees. 03/31/2021: Q1 2021 Per Meeting Fees. 06/28/2021: 2nd Quarter 2021 Board fees. 06/30/2021: Q2 2021 Per Meeting Fees. 08/19/2021: BOD Lunch BOD Lunch. 09/27/2021: 3rd Quarter 2021 Board fees. 10/01/2021: Q3 2021 Per Meeting Fees. 12/27/2021: 4th Quarter 2021 Board fees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2021-06-14
form_agreement: Oral
explanation:
06/14/2021: Stonebridge Golf Club lunch. 08/09/2021: Indianwood Golf and Country Club, Lake Orion 55th Annual Golf Outing. 09/20/2021: French Lick Resort 12th Annual Mesothelioma Charity Golf Tournament-Cart Sponsor to Breath of Life Foundation.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2021-07-27
form_agreement: Oral
explanation:
07/27/2021: Fairview Farm Golf Club Green Fees. 07/27/2021: Fairview Farm Golf Club meal. 08/11/2021: The Portland Golf Club 25th Annual Charity Golf Outing - Tee Sponsor and Foursome.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship package, which included advertisement and event entry, for AFL-CIO's 2022 Dr. Martin Luther King Civil & Human Rights Conference.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included advertising, for the New York State Building & Construction Trades Council's Annual Full-Time Officers Meeting.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Brotherhood of Electrical Workers
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included advertisement, for the International Brotherhood of Electrical Workers' Fourth District Annual Progress Meeting. The AFL-CIO Housing Investment Trust paid exhibit fees related to the International Brotherhood of Electrical Workers, AFL-CIO Annual Conference.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased advertisement space in the Pennsylvania State Building & Construction Trades Council's Annual Trades Directory.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO purchased a sponsorship, which included advertisement, for the Sheet Metal Air, Rail and Transportation Workers Local Union SM 40 Annual Golf Event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased advertisement space in San Francisco Building & Construction Trades Council's "Organized Labor" publication.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included advertisement, for the Minnesota State Building & Construction Trades Department's 75th Annual Convention.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included advertisement, for the Plumbers, AFL-CIO Local Union 130's 125th Gala Anniversary Celebration.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included advertisement, for the Plumbers, AFL-CIO Local 636's 48th Annual Golf Event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included advertisement, for the Massachusetts State Building & Construction Trades Council's Recovery Council Addiction Resource website.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust made a donation to the Painters, AFL-CIO, District Council 35's Spring 2021 Food Drive.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
The AFL-CIO Housing Investment Trust purchased a sponsorship, which included advertisement, in the International Union of Elevator Constructors' Commemorative Convention Brochure.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
The AFL-CIO Housing Investment Trust paid for Mr. McGarvey's meals and related expenses while conducting business with him either as a member of its Board of Trustees or as President of the North America's Building Trades Unions.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Payment of $1,700 was made for corporate level sponsorship of the annual charity golf tournament held on September 15, 2021. 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.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
explanation:
BCBSAZ is an employer that provides health insurance services in Arizona. BCBSAZ made a $2,000 payment to the Professional Fire Fighters of Arizona (PFFA) as a Hospitality Room Sponsor at the 2021 PFFA convention in Tucson, Arizona, held June 2-5, 2021. Payment was made by check to PFFA, attention Roger Wright.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-05-10
form_agreement: Oral
explanation:
The payments were made for services provided regarding petition for election filed by the UNITED ELECTRICAL RADIO AND MACHINE WORKERS OF AMERICA regarding employees at the company's WHARTON NJ facility. The payments were made to QUEST CONSULTING INC. Services included meeting with employees to discuss the impact of unionization.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $6,000 in support of the Desert States Charitable Foundation UFCW Local 99 24th Annual Charity Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $2,750 in support of the Eastern Atlantic States Regional Council of Carpenters Scholarship Fund Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $650 in support of the Local 690 Charitable Trust and $350 in support of the Local 690 Charitable Trust Annual Bud Triebl Golf Classic.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $2,500 in support of the The Stephen Pocztowski Memorial Scholarship Fund Virtual Texas Hold Em' Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $4,000 in support of the Chicago Roofers & Waterproofers Charitable Foundation Annual Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $2,500 in support of the Teamsters Joint Council No. 25 Charitable Fund Annual All Charity Event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $2,000 in support of the Loveall Foundation The Challenge charity event by UFCW 8-Golden State.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $5,000 in support of the Operating Engineers Local 3 Scholarship Foundation annual golf tournament.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $500 in support of the Local 2790 Scholarship Fund Joseph Ventura Scholarship Fund Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $7,000 in support of the 2020 UFCW Local 655 Leukemia & Lymphoma Fund Golf Tournament and $7,000 in support of the 2021 UFCW Local 655 Leukemia & Lymphoma Fund Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $500 in support of the Labor Foundation for Union Workers Annual Leukemia Lymphoma Golf Tournament.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $3,500 in support of the UFCW Local 1262 Annual Golf Outing to benefit Leukemia & Lymphoma Research.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $1,000 in support of Cleveland Building & Construction Trades Council Annual Golf Outing Fundraiser.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $500 in support of AGC West Central Ohio Construction Building Association Annual Charity Golf Outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $300 in support of Greater Kansas City Building & Construction Trades Annual Charity Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Paid $500 in support of Sheet Metal Workers International Association Local 28 Pension Fund Annual Picnic.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Both
explanation:
Bona fide fees and perquisites for services as a member of the Blue Cross and Blue Shield of Massachusetts, Inc. board of directors.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/23/2021- Gold sponsor at outing on May 3, 2021. 11/10/2021- Conference sponsor at winter conference on March 9, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
04/07/2021- Sponsorship at 6 district meetings on 5/20/2021 Western region, 5/25/2021 Southern region, 6/3/2021 Great Lakes region, 6/8/2021 Midwest region, 6/10/2021 Northeast region, 6/15/2021 Southwest region. $7,500 per meeting sponsorship for a total of $45K.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/11/2021-Station sponsor at event on February 22, 2021. 07/06/2021-Sponsorship at outing on September 22, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
04/28/2021-Participation at fourth district meeting on May 4, 2021 09/21/2021-Participation in sixth district women's and renew conference on October 13, 2021 04/20/2021-Sponsorship at the construction & maintenance conference April 14, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
05/14/2021-Sponsorship at event on June 19, 2021. 08/24/2021- Sponsorship at event anniversary banquet on October 2, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
09/30/2021 - McMorgan' s donation to the organization helped defray the costs of the organization's Annual Health Fair held on November 6, 2021. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/10/2021 - McMorgan was a platinum level sponsor for the organization's 46th Annual Golf Outing & Dinner. Sponsorship included 4 golf entries, meals, merchandise and an ad in the souvenir booklet. Two McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
07/30/2021 - McMorgan sponsored the organization's golf outing held on October 1, 2021. The Birdie Sponsorship included 4 golf entries, logo on signage, ad and hole sponsorship. Two McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
06/24/2021 - McMorgan was a hole sponsor at the organization's golf tournament held on August 7, 2021. The sponsorship included recognition at the event. One employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
03/04/2021 - McMorgan helped sponsor the organization's 33rd Annual Earl Clark Golf Tournament held on April 30, 2021. One McMorgan employee attended the event. Payment was made by check. 11/24/2021 - McMorgan made a donation to the organization's holiday celebration held on December 10, 2021. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
09/21/2021 - McMorgan made a donation to the organization's annual picnic held on September 25, 2021. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
05/12/2021 - McMorgan was a hole sponsor at the organization's 24th Annual Golf Tournament held on July 10, 2021. The sponsorship included a company sign on the course, recognition at the banquet and newsletter. No McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
08/11/2021 - McMorgan made a donation to help defray the costs of the organization's Annual Builders BBQ held on September 3, 2021. One McMorgan employees attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
01/21/2021 - McMorgan made a donation to help defray the costs of the organization's sporting clay shoot held on February 22, 2021. No McMorgan employees attended the event. Payment was made by check. 07/145/2021 - McMorgan sponsorship the organization's 11th Annual Golf Tournament held on September 22, 2021. Diamond level sponsorship includes golf for eight players, tee sponsorship, lunch, tee prizes for 8 and recognition at the event. One McMorgan employee attended the event. Payment was made by check.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
date_of_agreement: 2021-08-03
form_agreement: Written*
explanation:
Golf cart sponsor for South Sound IBEW Golf Tournament ($500); four golfers entry into tournament ($340)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent(s)
date_of_agreement: 2012-01-01
form_agreement: Oral
explanation:
Cesilee Linares, Business Agent with Unite Here Local 5, along with other business agents, parked at the Hilton Hawaiian Village on 258 occasions in 2021 for activities related to the representation of hotel employees. The Hilton Hawaiian Village provided complimentary parking, valued at $8 per occurrence. These expenditures above related to Cesilee Linare's did not give or promise or agree to anything in exchange for the expenditures stated above. The value provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Impartial Secretary/CEO
date_of_agreement: 2021-10-20
form_agreement: Oral
explanation:
Stephen Lindauer, Impartial Secretary/CEO for National Maintenance Agreements Policy Committee, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, the Washington Hilton on 10/20/21 - 10/22/21, as it has done for many of its other current and prospective group meeting customers in similar situations, the hotel provided basic guest room internet at $3,637, 6 complimentary guest room nights at $1,650, 5 suite upgrades at $3,240, 5 welcome amenities at $250, 10 parking passes at $5,400, 15% discount on AV, and 20% discount on meeting room internet. The concessions outlined were given to the Union solely due to its status as a large group in a need period of the Hotel. Neither Mr. Stephen Lindauer nor the Union, gave nor promised nor agreed to anything in exchange for the concessions as stated above. The values provided in Section 11b are best faith estimates of the concessions.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Director, Convention, Meetings & Travel
date_of_agreement: 2021-10-08
form_agreement: Oral
explanation:
Kitty Owens, American Federation of Teachers assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, the Washington Hilton on 10/20/21 - 10/24/21, as it has done for many of its other current and prospective group meeting customers in similar situations, the hotel provided 100,000 event planner points at $500, 8 complimentary guest room nights at $1,752, two (1) complimentary presidential suites at $8,000, two (2) complimentary executive suites at $12,000,holiday gift at $39.95, 20% discount on AV, 10% discount on F&B at $5,400, and 20% discount on meeting room internet. On 10/8/21 NY Hilton Midtown provided dinner to discuss how the AFT Public Employees Professional Conference was performing while in house as well as discussion of other possible opportunities for future events to take place at the hotel. On 11/18/21, Hilton Chicago took Kitty Owens to lunch. The concessions outlined were given to the Union solely due to its status as a large group in a need period of the Hotel. Neither Kitty Owens nor the Union, gave nor promised nor agreed to anything in exchange for the concessions as stated above. The values provided in Section 11b are best faith estimates of the concessions.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Secretary Treasurer
date_of_agreement: 2021-11-30
form_agreement: Oral
explanation:
Joe Powell, General Secretary Treasurer, International Association of Sheet Metal, Air, Rail, and Transportation is engaged in business with the Hilton San Fransisco Union Square. The Hotel provided him with a complimentary meal during the meeting as it is done for customers in similar situations. Joe Powell, nor the Union, gave nor promised nor agreed to anything in exchange for the expenditures as stated above. The values provided in Section 11b are best faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Administration Assistant
date_of_agreement: 2021-07-29
form_agreement: Oral
explanation:
Agnes Leaf, Administration Assistant, United Association of Plumbing and Pipe Fitting Industry, assisted in the selection process in deciding where the Unions group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton San Diego Bayfront and is a repeat customer, Agnes Leaf visited the Hotel to evaluate its suitability as the event site, as it has done for other customers in similar situations. Hiltons managers met with her on 7/29/21, to discuss their needs and other possible opportunities for future events to take place at Hilton San Diego Bayfront, and provided her with complimentary accommodations and airport transportation. These expenditures above related to Agnes Leafs role as a current and future customer of Hilton. Agnes Leaf did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General President
date_of_agreement: 2021-07-29
form_agreement: Oral
explanation:
Mark McManus, General President, United Association of Plumbing and Pipe Fitting Industry, assisted in the selection process in deciding where the Unions group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton San Diego Bayfront and is a repeat customer, Mark McManus visited the Hotel to evaluate its suitability as the event site, as it has done for other customers in similar situations. Hilton's managers met with her on 7/29/21, to discuss their needs and other possible opportunities for future events to take place at Hilton San Diego Bayfront, and provided him with complimentary accommodations and airport transportation. These expenditures above related to Mark McManus role as a current and future customer of Hilton. Mark McManus did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Assistant General President
date_of_agreement: 2021-07-29
form_agreement: Oral
explanation:
Mike Pleasant, Assistant General President, United Association of Plumbing and Pipe Fitting Industry, assisted in the selection process in deciding where the Unions group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton San Diego Bayfront and is a repeat customer, Mike Pleasant visited the Hotel to evaluate its suitability as the event site, as it has done for other customers in similar situations. Hilton's managers met with her on 7/29/21, to discuss their needs and other possible opportunities for future events to take place at Hilton San Diego Bayfront, and provided him with complimentary accommodations and airport transportation. These expenditures above related to Mike Pleasant's role as a current and future customer of Hilton. Mike Pleasant did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Pension Director
date_of_agreement: 2021-07-21
form_agreement: Oral
explanation:
Brian Threadgold, Pension Director, International Brotherhood of Electrical Workers, assisted in the selection process in deciding where the Unions group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton San Diego Bayfront and is a repeat customer, Brian Threadgold visited the Hotel to evaluate its suitability as the event site, as it has done for other customers in similar situations. Hilton's managers met with him on 7/21/21, to discuss the possibility of holding the Unions 41st International Convention and other possible opportunities for future events to take place at Hilton San Diego Bayfront, and provided him with complimentary accommodations, airport transfers, dinner and drinks. These expenditures above related to Brian Threadgold's role as a current and future customer of Hilton. Brian Threadgold did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Assistant
date_of_agreement: 2021-07-21
form_agreement: Oral
explanation:
Darrin Golden Executive Assistant, International Brotherhood of Electrical Workers, assisted in the selection process in deciding where the Unions group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton San Diego Bayfront and is a repeat customer, Darrin Golden's visited the Hotel to evaluate its suitability as the event site, as it has done for other customers in similar situations. Hilton's managers met with him on 7/21/21, to discuss the possibility of holding the Unions 41st International Convention and other possible opportunities for future events to take place at Hilton San Diego Bayfront, and provided him with complimentary accommodations, airport transfers, dinner and drinks. These expenditures above related to Darrin Golden's role as a current and future customer of Hilton. Darrin Golden did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Hotel Contract Specialist
date_of_agreement: 2021-07-21
form_agreement: Oral
explanation:
Dawn Stephenson, Hotel Contract Specialist, International Brotherhood of Electrical Workers, assisted in the selection process in deciding where the Unions group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton San Diego Bayfront and is a repeat customer, Dawn Stephenson visited the Hotel to evaluate its suitability as the event site, as it has done for other customers in similar situations. Hilton's managers met with her on 7/21/21, to discuss the possibility of holding the Unions 41st International Convention and other possible opportunities for future events to take place at Hilton San Diego Bayfront, and provided her with complimentary accommodations, airport transfers, dinner and drinks. In addition, Dawn Stephen was went a holiday gift valued at $39.95. These expenditures above related to Dawn Stephenson's role as a current and future customer of Hilton. Dawn Stephenson did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Secretary
date_of_agreement: 2021-07-21
form_agreement: Oral
explanation:
Jennifer Smith, Executive Secretary, International Brotherhood of Electrical Workers, assisted in the selection process in deciding where the Unions group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton San Diego Bayfront and is a repeat customer, Jennifer Smith visited the Hotel to evaluate its suitability as the event site, as it has done for other customers in similar situations. Hilton's managers met with him on 7/21/21, to discuss the possibility of holding the Unions 41st International Convention and other possible opportunities for future events to take place at Hilton San Diego Bayfront, and provided her with complimentary accommodations, airport transfers, dinner and drinks. These expenditures above related to Jennifer Smith's role as a current and future customer of Hilton. Jennifer Smith did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: MEC Chairman
date_of_agreement: 2021-01-18
form_agreement: Oral
explanation:
On 1/18/21, Will McQuillen, Alaska MEC Chairman, Airline Pilots Association was given 3,339 Hilton Honor points. On 9/11/21, Will McQuillen was given 11,277 Event Planner Hilton Honor points. It is common for our hotel to offer Hilton Honors Event Planner points to Meeting Planners in order to secure group business. These expenditures above related to Will McQuillen's role as a current and future customer of Hilton. Will McQuillen did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Assistant
date_of_agreement: 2021-08-17
form_agreement: Oral
explanation:
On 8/17/21, Laura Kader, Executive Assistant, Pacific Northwest Regional Council of Carpenters, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, the Hilton Seattle Airport & Conference Center on 8/17/21 - 8/22/21, as it has done for many of its other current and prospective group meeting customers in similar situations, the hotel provided 130,388 event planner points at $651 and Two (2) complimentary guest room upgrades at $1,400. These expenditures above related to Laura Kader's role as a current and future customer of Hilton. Laura Kader did not give or promise or agree to anything in exchange for the expenditures stated above. The values provided in Section 11b are our best good faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
date_of_agreement: 2021-12-08
form_agreement: Oral
explanation:
Toshi Okochi, Conference and Travel Services at National Education Association, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. As it is done for customers in similar situations, Hilton's managers met with him on 12/8/21 and provided him with a complimentary business dinner. This expenditure related to Toshi Okochi role as a current and future customer of Hilton. Toshi Okochi, nor the Union, gave nor promised nor agreed to anything in exchange for the expenditures as stated above. The values provided in Section 11b are best faith estimates of the expenditures.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Administrative Assistant
date_of_agreement: 2021-02-21
form_agreement: Oral
explanation:
Breanna Morin, Administration Assistant, Airline Pilots Association, assists in the selection process in deciding where the Union's group meetings and conventions will be held and for coordinating the details of such events. Because the Union has held large group events at Hilton hotels, the Hilton Ft. Lauderdale Beach Resort on 2/9/21 - 2/22/21, as it has done for many of its other current and prospective group meeting customers in similar situations, the hotel provided 3 complimentary room nights at $419 per night equating to $1,257 as contractual concession, welcome amenity for 1 VIP $30, and wireless internet at $14.99 per night equating to $1,484.01 as contractual concession. The concessions outlined were given to the Union solely due to its status as a large group in a need period of the Hotel. Neither Mr. Breanna Morin nor the Union, gave nor promised nor agreed to anything in exchange for the concessions as stated above. The values provided in Section 11b are best faith estimates of the concessions.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Labor Consultants
date_of_agreement: 2021-09-24
form_agreement: Oral
explanation:
Hilton requested that The Labor Pros provide labor relations consultant services to the properties outlined above to inform and educate them about their rights and responsibilities under the NLRA, about labor unions, about union representation, and about NLRB elections, and provide labor relations consultant services to Hilton relating to the Hotels. At the Embassy Suites Chicago, Emma Medina and Yashira Ramos with The Labor Pros provided the above referenced services. At the Hilton Phoenix, Nekeya Nunn, Patricia Thorbin, Pablo Gonzalez, Katrena Barkley, Yashira Ramos, and Chris Catam with The Labor Pros provided the above referenced services. To the best of Hilton's knowledge, the above referenced payments represent the fees and expenses relating to the labor relations consultants services paid on or about the dates indicated in item 11.a


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: none
date_of_agreement: 2021-05-25
form_agreement: Written*
explanation:
$650 - Dinner sponsor for annual golf outing - payment made to "Little Friends, Inc." $600 - Golf foursome for annual golf outing - payment made to "Little Friends, Inc."


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-06-23
form_agreement: Written*
explanation:
$1,000 - Beverage cart sponsor for Autism fundraising golf event, with check made payable to "In Search of a Cure" $150 - Purchased 1 dinner ticket for our employee


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-04-20
form_agreement: Written*
explanation:
$280.00 - Tickets for four employees to play golf. $1,319.98 - Donated two television sets for golf outing raffle. These items were purchased by an employee who was later reimbursed by the Firm. $150.00 - Donated 2 $75.00 gift cards for Poker Run Event. These items were purchased by an employee who was later reimbursed by the Firm.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-08-24
form_agreement: Written*
explanation:
$1000 - Bronze sponsorship at annual golf outing. $200 - Purchased 1 golf ticket for employee. $100 - Purchased 1 dinner ticket for employee.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Attorney
date_of_agreement: 2020-01-01
form_agreement: Written*
explanation:
Payments are made against an outstanding invoice for legal services rendered to the USFAIU pursuant to a written fee agreement for legal consultation, guidance, and representation in all union matters. A copy of the fee agreement between the USFAIU and John A. Tucker Co., LPA is not included with this report on the basis that it is a confidential and privileged document.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS Interactive made a payment to the Screen Actors Guild for submission fees for consideration of performances for the 2022 SAG Awards recognizing achievement by performers in the motion picture and television industry. In providing this information, CBS Interactive does not concede that this is a reportable expense under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-05-01
form_agreement: Written*
explanation:
Metalsa provides UAW Local 3047 with an in-plant office and office equipment pursuant to an agreement within the CBA.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-04-27
form_agreement: Written*
explanation:
Metalsa provides UAW Local 3063 with an in-plant office and office equipment pursuant to an agreement within the CBA


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-01-31
form_agreement: Written*
explanation:
Metalsa provides UAW Local 4700 with an in-plant office and office equipment pursuant to an agreement within the CBA.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2006-04-01
form_agreement: Written*
explanation:
Licensing Agreement (Dated 4/1/2006 - as amended 12/31/2010 and further amended 7/1/2017) - 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
explanation:
8/20/21 - Hole Sponsor for the Minneapolis Building & Construction Trades DADs Day Golf Outing 9/8/21 - Sponsorship table gifts/supplies for the Minneapolis Building & Construction Trades DADs Day Golf Outing 9/8/21 - Additional sponsorship for the Minneapolis Building & Construction Trades DADs Day Golf Outing 9/7/21 - Raffle items for the Minneapolis Building & Construction Trades DADs Day Golf Outing 12/31/21 - Holiday Gift


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
9/27/21 - Advertisement in the 2021 Dinner Dance Honors Journal 11/24/21 - Gift of coffee for the union office


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
9/17/21 - Sponsorship tent supplies for the IBEW Local #309 golf outing 12/16/21 - Contribution to the IBEW 309 c/o The Chris Weir Memorial Fund Scholarship Fund 12/31/21 - Holiday Gift


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2021-09-08
form_agreement: Oral
explanation:
Local 120 troop picnic, donation of 10 cases ketchup, 10 cases chips, 10 cases of mustard, 1 case of napkins, and 84 cases of water.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
date_of_agreement: 2021-09-11
form_agreement: Oral
explanation:
Product donation including shirts, pins and promotional items as well as sponsorship of one hole during golf outing.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP purchased a Platinum Sponsorship for the IUEC Local 2 Golf Outing, the proceeds of which benefits diabetes research. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP purchased a sponsorship of a hole for the Plumbers Local 24 golf outing, the proceeds of which go to the Patrick Ryan Scholarship Fund. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP made a donation to the annual dinner/dance held by Bricklayers & Allied Craftworkers, Local 1, MD, VA & DC. There was no agreement, promise or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP purchased a Gold Sponsorship and full-page advertisement for the IUEC Convention Book, which was distributed to delegates at the International Union of Elevator Constructors' convention in 2021. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP purchased a page advertisement in the program book for the 33rd Annual Thomas J. McNulty Scholarship Dinner Dance. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP purchased a Platinum Sponsorship for the Patrick D. Finley Scholarship Fund Golf Outing. The proceeds went to benefit the scholarship fund. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP purchased a sponsorship of $300 for the New Jersey State Association of Pipe Trades Biannual Convention. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP purchased a full page advertisement for the advertisement book given to members participating in the Teamsters Unity Day. The proceeds went to support the Teamsters Local 107 Scholarship Fund. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
O'Donoghue & O'Donoghue LLP purchased a Platinum Sponsorship and a full-page advertisement in the program that was distributed to members and guests at the 2021 Apprentice Graduation Ceremony. There was no promise, agreement or arrangement pursuant to which this payment was made.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: Foreman / Local Union President
date_of_agreement: 2020-02-01
form_agreement: Written*
explanation:
01/01/2021 - For the period of 01/01/2021 - 12/31/2021, the company paid an annual cost of $2340 to provide local union president (Michael Esposito) with office space, including utilities and phone service, in order to conduct union business. This is part of the collective bargaining agreement (02/01/2020 - 01/31/2025), which is attached with the relevant language highlighted on page 33 of the document.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Sponsorship of the Plumbers & Steamfitters Local 7 15th Annual Charity Golf Tournament on July 10, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Sponsorship of the New York Labor Health Care Alliance 6th Annual Benefit Seminar & Golf Tournament on September 15, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Sponsorship of Connecticut State Building Trades Council Annual Convention on September 15-16, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Golf fees for Greater St. Louis Area & Vicinity Port Council 5th Annual Golf Tournament on September 21, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
Sponsorship of New Jersey State Building & Construction Trades Council Annual Convention on October 12-13, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Client sponsorship of the charity golf tournament to raise money for the Local 51 Community Outreach Charity Fund.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Payment on 12/7/2021 - Provided dinner for December business meeting from Mission BBQ. Payment on 12/9/2021 - Holiday gift basket for the Local 193 purchased from Calhoun Produce, Inc. Payment on 12/12/2021 - Christmas party sponsor for food paid to Hickory River restaurant.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Semi-annual payments for advertisement of RS Advisors placed in the Fraternal Order of Police monthly newsletter that is sent to members.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2018-01-01
form_agreement: Written*
explanation:
Payment of union dues based on IBEW Local 965 labor agreement (effective January 1, 2018, prior to the fiscal year covered by this report).


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


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-11-13
form_agreement: Written*
explanation:
The payment referenced above was made pursuant to Article XVII, Section 4 of the parties' collective bargaining agreement which states, "The Company will give the Union $500.00 per year for the recreation fund." The current collective bargaining agreement is in effect from November 17, 2017 through midnight November 13, 2022.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Specialist Operations, Support Customer Relations
explanation:
08/21/2021 - Company sponsored 2 teams of 4 to participate in the Union's Charity Golf Classic, benefitting the Local 1546 UFCW Leukemia Fund Inc., a 501(c)(3) organization, with the mission to raise funds to support finding a cure leukemia, lymphoma, Hodgkin's disease, and myeloma, and improve the quality of life of patients and their families. Each team of 4 cost $2000 for a total of $4000. 08/21/2021 - Company made 1 gift donation totaling $1000 as a registration gift sponsor for the Union's Charity Golf Classic, benefitting the Local 1546 UFCW Leukemia Fund Inc., a 501(c)(3) organization, with the mission to raise funds to support finding a cure leukemia, lymphoma, Hodgkin's disease, and myeloma, and improve the quality of life of patients and their families.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-11-12
form_agreement: Oral
explanation:
An agreement to pay for labor relations advice regarding an organizational effort by the Teamsters. Charges incurred were billed at the rate of $3,000 per day, plus reasonable and ordinary expenses such as travel, lodging and food. Specific assistance included speaking with employees regarding the process and issues involved in collective bargaining and the reasons why the Company believes it is neither in its best interest nor in the best interest of its employees to bring a union into the workplace.


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Local President
date_of_agreement: 2021-01-01
form_agreement: Written*
explanation:
The Keebler Company made union dues and initiation fee withholdings from bargaining unit employees' pay pursuant to practice and labor contracts containing union security terms under what may be insufficient written assignments. Relevant CBA language is attached. (Article 2, Section 2.1 and Article 3).


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-03-29
form_agreement: Oral
explanation:
An agreement to pay for labor relations advice regarding an organizational effort by the Teamsters beginning in March 2021 with the filing of a Representation Petition. Charges incurred were billed at the rate of $3,000 per day, plus reasonable and ordinary expenses such as travel, lodging and food. Specific assistance included speaking with employees and preparing literature for employees to review regarding the process and issues involved in collective bargaining and the reasons why the Company believes it is neither it its best interest nor the best interest of its employees to bring a union into the workplace.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided parking authorization which allowed her to park at DFW Airport. As an AA employee, she otherwise would have received paid parking in remote parking lots at DFW. The value of the parking is based on the terminal parking rates for 2021


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
AA provided IAM with office space throughout various airports AA provided IAM officials with cards entitling each of them to positive space travel.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided parking authorization which allowed Mark 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 2021


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Representative
explanation:
Provided parking authorization which allowed him to park at DFW Airport. As an AA employee, he otherwise would have received paid parking in remote parking lots at DFW. The value of the parking is based on the terminal parking rates for 2021


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CONTRIBUTIONS TO VARIOUS FUNDRAISING EVENTS FOR SCHOLARSHIPS TO CHILDREN OF MEMBERS AND ELIGIBLE DEPENDENTS.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CONTRIBUTION FOR HELPING IN REVITALIZING BUILDING AND CONSTRUCTION INDUSTRY IN NEW HAVEN AND VICINITY.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CONTRIBUTION TO MEMBERS AND CHILDREN OF MEMBERS IN PURSUIT OF HIGHER EDUCATION AND COMMUNITY PROGRAMS.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CONTRIBUTION FOR ANNUAL CONVENTION AND SUPPORT TO MANY CHARITABLE ORGANIZATIONS THROUGHOUT THE STATE OF CONNECTICUT.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-02-09
form_agreement: Written*
explanation:
See attached agreement. The reporting employer retained Healthcare Labor Solutions to communicate directly with employees of NorthStar Anesthesia of Michigan III, PLLC, about unionization in connection with a representation election supervised by the NLRB.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: United Steel, Paper and Forestry, Rubber, Manufact
explanation:
Donated gifts for employees and a meeting room off site for the Union. The payment for these items benefited the Union listed in section 9d.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: CEO
date_of_agreement: 2020-09-19
form_agreement: Oral
explanation:
Pursuant to an oral agreement entered into on or about September 19, 2020, Edward Enchanique of Quest Consulting conducted meetings on unionization and the National Labor Relations Act with Fort Collins, Colorado Lincare employees.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-12-19
form_agreement: Oral
explanation:
Mr. Floyd served on the EmblemHealth, HIP, and EmblemHealth Plan, Inc. Boards of Directors during 2021. All payments were made to Queens-Nassau Comets, Inc. on behalf of Mr. Floyd.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
date_of_agreement: 2017-12-19
form_agreement: Oral
explanation:
Mr. Floyd served on the Board of Directors of EmblemHealth during 2021. He donated his retainer fee to the following organizations: Newark Public Radio, Inc. (Check # 77057800) The National Jazz Museum in Harlem (Check # 77058289) Kingdome Sports League (Check # 77058502) Grace Lutheran School (Check # 77057785) Green Hornets of Valley Stream (Check # 77057826) Queens Nassau Comets, Inc. (Check # 77057804) Eagle Club (Check # 77057864)


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Communications Coordinator
date_of_agreement: 2021-08-20
form_agreement: Oral
explanation:
EmblemHealth purchased a full page journal ad in the 42nd annual NYS Public Employee Federation convention yearbook. Check # 77063589 in the amount of $1,275.00 was issued on 09/03/2021.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1.) 9/8/21 Annual Golf Outing - Golf Outing Fee - 1 Foursome, dinner & cocktails package 2.) 3/19/19 Annual Reception Dinner White Package Sponsorship (Table of 10 & Full page Ad)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1.) Advertising Directory Renewal 2019-2020 2.) 14th Annual Jack Kennedy Memorial Golf Outing -9/27/21 - Flag and Hole Sponsor 3.) 14th Annual Jack Kennedy Memorial Golf Outing -9/27/21 - Outing Fee (Foursome Golf, Breakfast, Lunch and Dinner)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
3/25/21 & 5/18/21 (in total) - 23rd Annual Labor Awards, Dinner Buffet Sponsor - foursome & name on banner - 5/18/21


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
27TH ANNUAL HEALTH & BENEFITS EXPO - product/service presentation sponsorship - 5 registrations, ad, 45 minute workshop time slot


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-09-06
form_agreement: Written*
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included providing information to management and conducting educational classes for employees relative to the National Labor Relations Act, employees' section 7 rights, as well as information regarding the National Labor Relations Board election process and collective bargaining; answered questions.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President, USW Local 115
explanation:
Payment was made for breakfast and lunch in association with final level grievance hearings for the Local 115 negotiating committee and for the Company's representatives.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Unit Chairperson, USW Local 201-B1
explanation:
Payments were used to fund various employee activity functions to improve quality of work life for all employee at the location


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2011-04-01
form_agreement: Written*
explanation:
Live Nation contracts 181 Consulting, a labor relations consulting firm, to handle all of Live Nation's labor relations and union negotiations. 181 Consulting is paid on a monthly retainer for all work completed. In March through August 2021, part of 181 Consulting's responsibilities under our agreement with the firm was to handle union petitions that were filed in Boston by IATSE Local B-4 (the Local B-4 election is outstanding due to the pandemic). 181 Consulting aided communications with the NLRB about scheduling the election and then in an informational campaign before the election occurred in August 2021. During the rest of 2021, there were no other union elections or organizing campaigns by any other Live Nation employees. No additional compensation was paid to 181 Consulting besides the monthly retainer required under our contract with them.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-04-26
form_agreement: Both
explanation:
Independent labor consulting firm was retained in response to large scale union organizing efforts, including to assist us in expressing the companys opinion on union representation, and to educate employees about the issues, election process and their rights under the law.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-11-08
form_agreement: Oral
explanation:
Independent labor consulting firm was retained in response to large scale union organizing efforts, including to assist us in expressing the companys opinion on union representation, and to educate employees about the issues, election process and their rights under the law. The company did not pay Edward M. Echanique during calendar year 2021.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-10-21
form_agreement: Written*
explanation:
Payments to an Independent Labor Consultant to advise employees of their rights under the NLRA and NLRB election procedures. See attached agreement.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2018-05-14
form_agreement: Oral
explanation:
Payments to an Independent Labor Consultant to advise employees of their rights under the NLRA and NLRB election procedures.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2017-07-03
form_agreement: Both
explanation:
Payments to an Independent Labor Consultant to advise employees of their rights under the NLRA. Please see attached agreement.


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
06/02/2021 - IBEW Local 48 Annual Drive-Thru Picnic Donation for Raffle Prizes 08/08/2021 - Qty 3, Gift Cards for Raffle for IBEW Local 48 Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
03/24/2021 - Annual Pipefitters Local 636 Golf Outing Qty 3, Hole Sponsors & Qty 1, Bloody Mary Bar Sponsorship 07/22/2021 - Smoker for Client Golf Outing Donation Prize 09/26/2021 - Donated 4 Red Wing Tickets to Raffle at Pipefitters Local 636 Union Mtg


activity_code: ITEM 8.a.
activity_type: Payment
form_agreement: Oral
explanation:
04/29/2021 - Qty 2, Gift Cards for Retiree Meeting 04/30/2021 - Qty 3, Gift Cards for Retiree Meeting


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-12-31
form_agreement: Oral
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. DGA Publication Directors Close Up: Interviews with Directors Nominated for Best Film by the Directors Guild of America. The DGA published this book featuring its nominees for outstanding feature film directing. Candidates discussed experiences from script development through pre-production to production and post-production, offering personal insights into every step of the creative process. It is customary in the TV and film industry for industry producers to support publications such as this one. Warner Bros. waived its standard license fees to allow the DGA to use stills from Warner Bros. TV and film productions in this publication. Warner Bros. supported this publication to recognize the contributions of its directors and to promote the Warner Bros. brand name and its featured TV and film productions to further generate revenue.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-12-31
form_agreement: Oral
explanation:
Screening letters and invitations - Warner Bros. paid service fees at fair market value to the WGA to mail DVDs of its TV and film productions and e-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. 73rd WGA Awards Sponsorship - WGA annually organizes the awards ceremony to honor its members who have performed with distinction. It is customary in the TV and film industry for industry producers to support the awards ceremony. Warner Bros. supported the awards ceremony to recognize the contributions of the writers it has worked with and promote the Warner Bros. brand name and its featured TV and film productions to further generate revenue. Sponsorships at this level included two tables at the awards ceremony and advertisement in the Awards Program to promote the participating company sponsors, such as Warner Bros. and its TV and film productions.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-12-31
form_agreement: Oral
explanation:
27th Annual SAG Awards - SAG-AFTRA annually organizes the awards ceremony to honor its members who have performed with distinction. It is customary in the TV and film industry for industry producers to support the awards ceremony. Warner Bros. purchased tickets to the awards ceremony at fair market value to recognize the contributions of the performers. SAG-AFTRA produced various video tributes that were exhibited at the awards ceremony. Warner Bros. waived its standard license fees to allow SAG-AFTRA to use photographic stills and clips from Warner Bros. TV and film productions in the tributes. Warner Bros. supported the awards ceremony to recognize the contributions of the performers it has worked with and promote the Warner Bros. brand name and its featured TV and film productions to increase consumer awareness and further generate revenue.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2021-12-31
form_agreement: Oral
explanation:
The Motion Picture Editors Guild is Local 700 of IATSE. "CineMontage" magazine - The Local 700 publishes its magazine covering guild news and events. Warner Bros. purchased advertisements at fair market value to promote its studio facilities services to potential clients and recognize the contributions of the editors it has worked with and promote the Warner Bros. brand name and its nominated TV and film productions to increase consumer awareness and further generate revenue.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the 67th Annual Employee Benefits Conference in Denver, Colorado on October 17-20, 2021. The EIB was reimbursed in full by the I.B.E.W. Local 25 Health & Benefit Fund and I.B.E.W. Local 25 VHT Fund (" the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Callahan is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the 67th Annual Employee Benefits Conference in Denver, Colorado on October 17-20, 2021. The EIB was reimbursed in full by the I.B.E.W. Local 25 Health & Benefit Fund and I.B.E.W. Local 25 VHT Fund (" the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Margolis is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the 67th Annual Employee Benefits Conference in Denver, Colorado on October 17-20, 2021. The EIB was reimbursed in full by the I.B.E.W. Local 25 Health & Benefit Fund and I.B.E.W. Local 25 VHT Fund (" the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Malley is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the 67th Annual Employee Benefits Conference in Denver, Colorado on October 17-20, 2021. The EIB was reimbursed in full by the I.B.E.W. Local 25 Pension Fund, I.B.E.W Local 25 401 (k) Fund, and the Annuity Fund of the Electrical Industry of Long Island (the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Casey is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
The Electrical Industry Board of Nassau and Suffolk Counties, New York ("EIB"), is the administrative office that houses the employee benefit plans. It initially issued payment for this labor trustee to attend the 67th Annual Employee Benefits Conference in Denver, Colorado on October 17-20, 2021. The EIB was reimbursed in full by the I.B.E.W. Local 25 Pension Fund, I.B.E.W Local 25 401 (k) Fund, and the Annuity Fund of the Electrical Industry of Long Island (the Funds"). The Funds are ERISA- Qualified, Taft Hartley Employee Welfare Plans that do not have employees. Mr. Guadagno is a Trustee of the Funds.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Company provided Local S6, IAMAW, AFL-CIO with the use of four hundred eighty (480) square feet of office space at its Structural Fabrication Facility in Brunswick, Maine. The office space has an estimated fair market value of 394.41/month or $4,733/year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Company provides the Bath Marine Draftsmen's Association, UAW, Local 3999 to have one (1) off-premises telephone line at its Union Hall at a cost of $126.50/month or $1,518/year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Company paid for Local S7, IAMAW, AFL-CIO to have one (1) off-premises telephone line at its Union Hall at a cost of $126.50/month or $1,518/year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Company provided the Independent Guards Association with the use of three hundred (300) square feet of office space at its Main Yard facility in Bath, Maine. The office space has an estimated fair market value of $246.50/month or $2,958/year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: District Business Representative, District Lodge 4
date_of_agreement: 2021-03-08
form_agreement: Oral
explanation:
The Company participated in District Lodge 4, IAMAW, AFL-CIO organized golf tournament to benefit Guide Dogs of America/Tender Loving Canines and paid the team entry fee in the amount of $550.00. The Company also purchased four (4) polo shirts for the employees/unit members who comprised the Company sponsored team.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Company provided the Bath Marine Draftsman's Association, UAW, Local 3999 with a WFM terminal for use off-premises. WFM terminals are used by employees to "clock-in" and "clock-out", and accomplish other time-accounting functions. The cost of the cable modem service that supports the WFM terminal is $134.83/month or $1,618/year.


activity_code: ITEM 8.a.
activity_type: Agreement
counterparty_position: President
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
The Company paid for Local S6, IAMAW, AFL-CIO to have five (5) off-premises telephone lines at the Union Hall at a cost of $441/month or $5,292.00/year.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS made a payment for a full page Silver Level congratulatory advertisement in the 2021 Directors' Guild of America Awards program book. (NOTE - this payment was not made directly to the ADG but rather to IngleDodd Media.) In providing this information, CBS does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
CBS purchased a half page congratulatory ad in the 2021 Art Directors' Guild Awards Journal. (NOTE - this payment was not made directly to the ADG but rather to IngleDodd Media.) In providing this information, CBS Studios does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Sub-District Director
date_of_agreement: 2015-03-15
form_agreement: Written*
explanation:
Richmond: Wages: Labor Management Meetings Aguirre, Frank $4,795 Chavez, Guadalupe $3,630 Chavez, Jose $2,385 Clack, Leland $5,733 Clack, Vincent $3,013 Fulford, Matthew $2,712 Gilmore, Juston $1,156 Hayes, Michael $2,463 Ungo, Franklin $1,783 White, Brian(Bk) $626 Wages: Midterm Bargaining Aguirre, Frank $7,758 Chavez, Guadalupe $9,888 Chavez, Jose $7,203 Clack, Leland $7,445 Clack, Vincent $2,943 Fulford, Matthew $2,649 Gilmore, Juston $5,778 Hayes, Michael $8,081 Ungo, Franklin $7,725 White, Brian(Bk) $9,395 Wages: Union Business Aguirre, Frank $602 Chavez, Gerardo $65 Chavez, Jose $602 Clack, Vincent $607 Lubricants: Wages - Labor Management Meetings (1/18/2021 - 12/17/2021) Ken Dismuke $13,557


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: IBEW Unit Chair
date_of_agreement: 2019-02-14
form_agreement: Written*
explanation:
Wages- Labor Management meeting English, Sean $52 Martinez, David $52 McGirt, Terrence $50 Bossi, Johnathan $55 Laracuente, Luisa $49 Frederic, Lemire $50 Reguera, David $49


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President--Business Manager
form_agreement: Oral
explanation:
Serves as 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, Local D-533
date_of_agreement: 2020-01-03
form_agreement: Oral
explanation:
Five members of the International Brotherhood of Boilermakers Union Local D-533 attended various union-management events where 8.a reportable items were received. The five members of the Union committee participating in these events are: Mike Schrock - Local President - D-533 Chuck Kelly - Local Vice-President - D-533 Donnie Beall - Local D-533 Committee Member Kent Ardinger - Local D-533 Committee Member Randy Kolb - Local D-533 Committee Member


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Showtime made a contribution of $5,000 to support the Writers Guild Initiative of the Writers Guild of America, East Foundation, a not-for-profit 501(c)(3) organization, in connection with its Virtual Benefit Gala, March 22, 2021. In providing this information, Showtime does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Showtime made a payment to the DGA for a full page congratulatory advertisement in the Tribute Program for the 2021 Directors Guild Awards Show honoring the achievements of directors in the motion picture and television industry. In providing this information, Showtime does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Showtime made the following payments to the Screen Actors Guild, all in connection with the 2021 and 2022 Screen Actors Guild Awards Shows: (i) payment for a full page advertisement in the Program Book for the 27th Annual 2021 SAG Awards honoring the achievements of performers in the motion picture and television industry.; (ii) payment for a ticket for talent to attend the SAG Awards Show; (iii) payment for "for your consideration" screener mailings promoting Showtime programming to SAG member voters in connection with the 27th Annual SAG Awards; (iv) entry fees for the 2021 and 2022 Screen Actors Guild Awards shows. In providing this information, Showtime does not concede that these are reportable payments under the LMRA.


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


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Lunch meeting with S. Dayan from Local 399 (2pp, $39 each). In providing this information, CBS Studios does not concede that this is a reportable payment under the LMRA.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder, CEO
date_of_agreement: 2021-05-10
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC Services included informational presentations regarding the National Labor Relations Act and Employee Rights


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-09-14
form_agreement: Written*
explanation:
Labor Relations Institute - Assistance with labor and positive employee relations strategy and to educate employees about the myths and realities of union representation. Consultants spoke with Team Members in group settings.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Principal
date_of_agreement: 2021-02-01
form_agreement: Oral
explanation:
Independent labor consultant advised employer and met with employees during a labor organizing drive to provide facts and information relating to myths and realities of union representation.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: independent labor consultant
date_of_agreement: 2021-04-12
form_agreement: Oral
explanation:
Our company engaged a labor consultant for the purpose of educating the company, management and our employees, with respect to the NLRB election petition process. We did not try to "persuade employees" as set forth in question 8e.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-10-18
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included presenting educational classes to company employees relative to the National Labor Relations Act, the process of unionization, the role of the NLRB, and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-11-19
form_agreement: Written*
explanation:
Agreement of Services: We will assign one or more subject matter experts to meet with your managers and employees. All of our consultants have years of experience with unions and receive a thorough background check and sign an ethics pledge. We will assign a campaign manager who can answer any questions you have and determine how we will coordinate with your legal team our firm is run by a labor attorney and we place the highest priority on following all legal requirements. Our primary goal is to educate, and we will provide provable and verifiable facts and encourage your employees to decide for themselves whether union representation is right for them everyone is entitled to their own opinion and we will treat all of your employees with respect, even those who disagree with us. We will make sure that your leaders are well trained and understand the rules and legal requirements and we will do our very best to ensure that every employee is able to vote in a free and fair election. We will work with your managers to up their game as leaders organizing events are stressful and challenging but we often find that with our guidance, relationships and connections between leaders and their teammates dramatically improve. We will be available to you on a 24/7 basis and you can expect a return call or e-mail within 2 hours of any communication to us.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-11-19
form_agreement: Written*
explanation:
Agreement: We will assign one or more subject matter experts to meet with your managers and employees. All of our consultants have years of experience with unions and receive a thorough background check and sign an ethics pledge. We will assign a campaign manager who can answer any questions you have and determine how we will coordinate with your legal team our firm is run by a labor attorney and we place the highest priority on following all legal requirements. Our primary goal is to educate, and we will provide provable and verifiable facts and encourage your employees to decide for themselves whether union representation is right for them everyone is entitled to their own opinion and we will treat all of your employees with respect, even those who disagree with us. We will make sure that your leaders are well trained and understand the rules and legal requirements and we will do our very best to ensure that every employee is able to vote in a free and fair election. We will work with your managers to up their game as leaders organizing events are stressful and challenging but we often find that with our guidance, relationships and connections between leaders and their teammates dramatically improve. We will be available to you on a 24/7 basis and you can expect a return call or e-mail within 2 hours of any communication to us.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Managing Partner
date_of_agreement: 2021-06-21
form_agreement: Written*
explanation:
Initial payment was for consulting services to explain unionization process, rights, timing, etc. The three additional payments were for expenses such as travel and supplies.


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: Independent Labor Consultant
date_of_agreement: 2020-11-03
form_agreement: Written*
explanation:
No payments were made, agreement only for labor relations consultants for the purpose of persuader activity


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-04-14
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included preparing PowerPoint presentations and presenting informational classes to company employees relative to the process of unionization, the role of the NLRM and collective bargaining.


activity_code: ITEM 8.a.
activity_type: Agreement
date_of_agreement: 2021-01-01
form_agreement: Oral
explanation:
Per oral agreement to provide office space to local union leadership 1) Cost to purchase trailer for Chief Steward's office and meeting space, and 2) Cost of additional leased office/storage space


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-11-05
form_agreement: Written*
explanation:
Sotera Health, through its business unit Sterigenics, entered into an agreement with Phillip Wilson of LRI Consulting Services, Inc. to seek Mr. Wilson's assistance with respect to labor union election activity and the subsequent representation election which took place on December 10, 2021 at the Schaumburg, Illinois facility. Mr. Wilson and his team educated employees regarding labor unions, answered questions, and held meetings in order to facilitate Sterigenics employees' understanding of the National Labor Relations Act, the union election process, the collective bargaining process, and employees' right to organize and bargain collectively.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-09-17
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting, LLC. Services included Conducting research regarding pertinent current atmosphere; presented classes to employees to educate them regarding union card-signing tactics, the role of the NLRB and employees' Section Seven rights; Engaged in one-on-one interactions with employees; Met with management and participated in conference calls.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2021-11-01
form_agreement: Oral
explanation:
Payments were for professional services provided by The TAG Group. Services included conducting research regarding pertinent current atmosphere; presented classes to employees to educate them regarding union card-signing tactics; Engaged in one-on-one interactions with employees; Met with management and participated in conference calls.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2021-04-25
form_agreement: Written*
explanation:
For payment on an hourly basis and reimbursement of travel and other customary out-of-pocket expenses, Michael Penn of The Crossroads Group met with Metal-Matic's Bedford Park, Illinois employees to provide information about employee rights under the National Labor Relations Act, collective bargaining, and the NLRB election process.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent contractor
date_of_agreement: 2021-02-26
form_agreement: Oral
explanation:
Gerald O'Brien met with three small groups of production employees on February 28, 2021, to discuss the National Labor Relations Act and to answer questions.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-11-17
form_agreement: Oral
explanation:
Oral agreement and payment rendered for consultations with management and employees including travel time and expenses.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: General Chairman
date_of_agreement: 2024-01-26
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
On January 26, 2024, we paid $550 for 1st Annual Bowlarama to benefit the Association of Commuter Rail Employees (ACRE) Scholarship Fund with all proceeds going to the ACRE Scholarship Fund. Also on April 20, 2024, we paid for a golf tee sponsor and banner for a sponsorship in the CT golf tournament with all proceeds going to the Scholarship Fund for the Association of Commuter Rail Employees (ACRE).


activity_code: ITEM 8.a.
activity_type: Both
counterparty_position: Director of Railroad Department
date_of_agreement: 2024-10-29
form_agreement: Oral
no_uei_checkbox: Not checked
uei: Unique Entity Identifier (UEI):
explanation:
All credit card payments were made in conjunction with the IBEW Railroad division meetings held in Myrtle Beach, SC in October 2024 at which Designated Counsel attended, met with and presented information to conference attendees. In 11.a. above item 1represents the "per firm" cost of the "handouts" given to all conference attendees.


activity_code: ITEM 8.a.
activity_type: Payment
date_of_agreement: 2020-07-27
form_agreement: Oral
explanation:
On August 22, 2020 we paid $550 for a golf tee sponsor and banner for a sponsorship in the golf tournament with all proceeds going to the scholarship fund for the Association of Commuter Rail Employees (ACRE).


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Consultant
date_of_agreement: 2021-05-01
form_agreement: Both
explanation:
Assign one or more subject matter experts to meet with your managers and employees; assign a campaign manager who can answer any questions and determine how we will coordinate with your legal team; educate and provide provable and verifiable facts and encourage employees to decide for themselves whether union representation is right for them; ensure leaders are well trained and understand the rules and legal requirements and ensure that every employee is able to vote in a free and fair election; work with managers to demonstrate leadership through improved guidance, relationships and connections between leaders and their teammates; provide availability on a 24/7 basis; retrain management on TIPS/FOE; identify underlying issues that drove the campaign and address issues; establish a structured communications process.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Owner
date_of_agreement: 2021-07-09
form_agreement: Both
explanation:
Independent labor consulting firm was retained in response to union organizing efforts, including to assist the Company in expressing the comany's opinion on union represetnation, and to educate the employees about the issues, the NLRB process and their rights under the law.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent Consultant
date_of_agreement: 2021-04-19
form_agreement: Both
explanation:
Payments made to Eternity Souls, LLC d/b/a Labor Advisors were for reimbursement of expenses and daily fees for consulting services provided to G.I. Industries and were made per the attached written agreement.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-05-01
form_agreement: Oral
explanation:
Payments made to Miguel Alvarado were for reimbursement of expenses and daily fees for consulting services provided to G.I. Industries.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2020-09-21
form_agreement: Written*
explanation:
Engaged with LRI through a statement of work to educate our employees about the myths and realities of union representation


activity_code: ITEM 8.e.
activity_type: Agreement
counterparty_position: PRESIDENT
date_of_agreement: 2021-10-06
form_agreement: Written*
explanation:
SEE ATTACHED AGREEMENT. Agreement was to educate, provide provable and verifiable facts and encourage our employees to decide for themselves whether union representation is right for them.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Managing Partner
date_of_agreement: 2021-04-27
form_agreement: Written*
explanation:
Persuade employees of 360 Sheet Metal LLC to vote No in the NLRB held election in case number 19-RC-275702


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-04-19
form_agreement: Written*
explanation:
The Labor Pros represented interests of HamHed, LLC relative to labor matters by providing third party education and services.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2022-04-07
form_agreement: Written*
explanation:
LRI represented interests of HamHed, LLC to labor matters by providing third party education and services.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Partner
date_of_agreement: 2021-08-17
form_agreement: Written*
explanation:
Labor relations consulting regarding general personnel and labor relations activities related to an RC Petition.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Treasurer
date_of_agreement: 2021-09-06
form_agreement: Oral
explanation:
Consultant was engaged to conduct employee and supervisory group meetings to inform and educate participants about their rights, duties, and responsibilities as they pertain to the National Labor Relations Act and National Labor Board procedures such as secret ballot elections, collective bargaining procedures, unfair labor practices, and union rules and finances.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Contractor
date_of_agreement: 2021-01-08
form_agreement: Oral
explanation:
Payments were for professional services provided by Kulture Consulting,LLC. Services included conducting New Hire Orientation training meetings for the purpose of providing employees with information regarding unions and the employer-employee relationship. Also answered employee questions.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Independent labor consultant
date_of_agreement: 2021-04-02
form_agreement: Oral
explanation:
Payment provided in exchange for consulting services provided 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.e.
activity_type: Both
counterparty_position: Consulting firm
date_of_agreement: 2021-08-24
form_agreement: Written*
explanation:
Payment was made to a consulting firm to send and expert to educate our employees regarding union representation


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Senior Consultant
date_of_agreement: 2021-05-01
form_agreement: Oral
explanation:
LRI Consulting Services was retained to make an informational presentation to employees regarding unions.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Bronze Sponsor at Bricklayers &amp; Allied Craftworkers Local 1 NY Scholarship &amp; Charitable Fund's 20th Annual Golf Classic to benefit Muscular Dystrophy Association &amp; The Union Scholarship Fund


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1/3 page ad in their Official Trades Directory and Catalog of Prevailing Rates &amp; Fringe Benefits


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Donation to the Chicago Laborers District Council Charitable Foundation 14th Annual Golf Outing - 08.26.21.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
3 Hole Sponsorships and 1 Golfer - 35th Annual Golf Outing (Greater Cincinnati Building and Construction Trades Council) - May 27, 2021


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Co-sponsorship to CT State Building Trades Convention being held on 9/16/21.CSBTC Annual ConventionIW Loca1 15 &amp; 424 and Connecticut LaborsCT State Building Trades Jeff Merrow Memorial Charity Golf Outing on 10-13-21-Gold Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Plasters &amp; Cement Masons 17th Annual Scholarship Foundation Golf Event Presidential Sponsorship. No attendance. Donation only.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Missouri &amp; Kansas Laborers' District Council Charity Golf Outing Golf Ball DonationMissouri &amp; Kansas Laborers' District Council Charity Golf Outing Hole Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Contribution/Donation regarding the 2021 William Browning Memorial Golf EventWilliam Browning Memorial Golf Outing 8/28/21 - Bronze Sponsor10 dozen TruFeel Goff Balls for the 2021 William Browning Memorial Golf Outing event held August 28 2021


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Annual Charity Golf - Kansas City Labors is one of a number of clients attending this event.Gold sponsorship for GKC Building &amp; Construction Trades Council - 21st Annual Charity Golf Tournament on 9.2.2021 to benefit Truman Medical Centers' Charitable Fdn.. Sponsorship includes Golf for 4 golfers (R. Gerasta, J. Karmel 2-TBDs), breakfast, lunch and an advertisement.Marketing - 2 - $100.00 Garozzo's gift cards for raffle at holiday event.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Greater St. Louis Area &amp; Vicinity Port Council - 5th Annual Golf Tournament on 9/21/2021 - Four Man Scramble Format ($700), includes 4 golfers w/cart, lunch and dinner (R. Gerasta and 3 TBDs) and Hole Sponsorship ($150)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Hole Sponsorship - IBEW Local 540 Annual golf Outing - June 12, 2021IBEW Local 540 Annual Golf Outing 2 holesponsorship, 100.00 each.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Beverage Cart Sponsor at Bricklayers and Allied Craftworkers Locals 4 &amp; 5 Annual Golf Outing benefiting The Joseph P. DiRenzo Scholarship Fund &amp; the Diabetes Research Foundation


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Foursome &amp; Hole Sponsor at International Union of Operating Engineers Local 30's Fall Golf Classic


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sponsorship of IWDC STL Delegate Holiday Dinner for Trustees' and Fund Professionals at Dominic's Restaurant on December 9, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Iron Workers 392 Scholarship Fund Golf Tournament on Aug. 28, 2021 (IWSTL Affiliation) - $250.00 Event Sponsorship - Rick Gerasta will participate at the event as a guest with an IWSTL Fund Professional.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Iron Workers Local 290 Annual Scholarship Golf Outing 9/25/21 - Single Hole SponsorshipIron Workers Local 290 Annual Scholarship Golf Outing - Hole Sponsorship.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Iron Workers Local 396 Annual Golf Tournament - Hole Sponsorship ($100) and team fee entry for green fees, cart, lunch and dinner ($300) - R. Gerasta, J. Ohm, J. Haas and J. KarmelTournament Sponsor for Iron Workers Local Union #396 Annual Buddy Bass Tournament held on 10/9/2021 at the Lake of the Ozarks.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Iron Workers Local 10 - 25th Annual Charity Golf Tournament on September 25, 2021 - Purchased a TaylorMade SIM Max Rescue Golf Club from Dick's Sporting Goods to donate to the charity's raffle.Ironworkers Local 10 - 25th Annual Charity Golf Tournament on September 25, 2021 - Food and Beverage Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Hole Sponsorship - 17th Annual Golf Outing - June 19, 20211/4 Page Ad - Iron Workers Local Union No. 3 52nd Anniversary Banquet Program Book - October 2, 2021


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Ad sponsorship for the 2021 Annual Outstanding Apprenticeship CompetitionIron-workers Local 550 Joseph CroneScholarship Golf Outing- Gold HoleSponsorship + 1 Golf


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
UFCW Local 1546 Leukemia Fund Golf Classic - Premier Golf Package (Foursome $2,000.) and Morning Break Sponsor ($750.)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Two Individual Player at $750 each; 1 Hole Sponsor at $500 at New York City &amp; Vicinity District Council of Carpenters Annual Charity Golf Tournament


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Ad sponsorship to New England States Pipe Trades Association (NESPTA) 2021 Annual Convention on 9/9 - 9/12/21


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Bronze sponsor for New York State Pipe Trades Association at the United Association of Journeymen and Apprentices of the Plumbing and Pipe Fitting Industry of the United States and Canada's 40th General Convention


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Split evenly between Segal and Segal Marco Advisors - Exhibitor Table - Ohio State Building &amp; Construction Trades Council 71st ConventionSeptember 19-22, 2001.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
2 Hole Sponsorships - Pipefitters Local 120 Golf Outing - July 10, 2021Full Page Ad for Cleveland Building Trades 39th Annual Baseball Tournament Booklet - September 2, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Pipefitters' 597 Charities 3rd Annual Drive for Cancer Research - Silver Sponsor ($2,000). The event will be held at Silver Lake CC in Orland Park, IL.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
One (l) Tee at $300 each and 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
explanation:
Local 130 - 125 Plus One Anniversary Gala Event - "Steel Pipe" Level Bar Sponsor - Full-Page Ad, Logo display at event and presented in Video Slideshow, and Reserved Table for 10


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Montgomery Inn Gift Cards for Door Prizes - 2021 Annual Picnic - July 24, 20212 Hole Sponsorships - Local 392-Ohio State Association Golf Outing - August 14, 2021


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Client Event - SEIU Local 154th Annual Golf Outing and Scholarship Fundraiser on September 20, 2021Hole Sponsorship for SEIU Local 1 54th Annual Golf Outing and Scholarship Fundraiser.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Sheet Metal Local No. 292 33rd Annual Charity Golf Outing Silver Sponsorship (tee sponsorship sign)Sheet Metal Local No. 292 33rd Annual Charity Golf Outing - adding two individual golfers to existing event sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1 Golfer and Bronze Level Sponsorship - Sheet Metal Workers Local #12 - 2021 Annual Golf Outing - June 19, 2021


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SMART Local Union No. 20 Awards Banquet on November 13, 2021 - Full Page Ad Sponsorship - Includes 2 seats to event


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
One (1) Hole Sponsor at $300 and two (2) Golfers at $140 each at the Sheet Metal Workers Local Union 22 13th Annual Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
SMART Local 73 - 2nd Annual Charitable Golf Outing - Tom Burek Memorial - Silver Sponsor ($1,500) includes name on banner, individual sign and Hold Sponsor, and Foursome w/Dinner ($500)


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
donation and advertising for 12th annual Ralph J. Taurone Scholarship Golf Tournament. 501(c) 75-0109026


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Annual Charitable Event on September 11, 2021Teamsters Local 727 Charitable Fund Annual Charity Event Sponsorship


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Teamsters Local Union No. 142 Stewards Council Annual Golf Outing - Sponsorship for Foursome and Dinner - J. Karmel, B. Hunter, 2 TBD's


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Two (2) Hole Sponsors at $500 each at Tile, Marble &amp; Terrazzo Union of NY &amp; NJ Local 7 Golf Outing


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Local 777 17th Annual Charity Outing on Fri. 6/25/21 Gold Tee SponsorshipSilver Sponsorship at the Local 777 17th Annual Golf Tournament on June 25, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
Albatross Sponsorship of UFCW 1996 Annual Leukemia Golf TournamentDinner sponsor for UFCW 1996 Leukemia Fund Auction


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
14th Annual Western Missouri &amp; Kansas Laborers' Charitable Foundation Golf Outing at Drumm Farm Golf Club in Independence, Mo. - The Team fee is $560 (J. Karmel, A. Cate) and Hole Sponsorship is $300.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: President
date_of_agreement: 2021-04-12
form_agreement: Oral
explanation:
Labor Information Services, Inc. was engaged to support a facility in unionization matters. We were charged on an hourly basis.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-03-29
form_agreement: Oral
explanation:
Wabtec U.S. Rail, Inc engaged Labor Information Services (LIS) on or around March 29, 2021 to provide labor consulting services, including providing employees at Wabtec's Las Vegas, Nevada site with information pertaining to NLRB representation election procedures. LIS provided such services on or around April 1, 2021 through April 6, 2021. LIS issued an invoice for those services dated April 30, 2021 total $11,907.13. Wabtec paid LIS by check on July 12, 2021.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Independent Labor Consultant
date_of_agreement: 2021-04-02
form_agreement: Oral
explanation:
On April 2, 2021, Wabtec purchased informational videos from Projection, Inc. for the purpose of informing the Las Vegas, Nevada facility employees of NLRB representation election procedures. Projection, Inc. delivered the informational videos on April 13, 2021 and invoiced Wabtec $750.00 for its services. Wabtec paid Projections, Inc. by check.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Law Firm
date_of_agreement: 2021-06-01
form_agreement: Oral
explanation:
Payment made to law firm Davis Grimm Payne & Mara 701 Fifth Ave., Ste 3500, Seattle, Washington, 98104 for legal counsel and guidance during election campaign


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Principal
date_of_agreement: 2021-07-20
form_agreement: Written*
explanation:
$2,500/day per consultant, plus all travel expenses (Airfare, Lodging, Rental Car, Meals, etc.). Number of consultants shall be determined by Sunbelt and MSC Consulting.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2018-11-12
form_agreement: Oral
explanation:
Kulture Consulting was employed on a per hour basis with no formal written agreement . Kulture Consulting presented informational meetings to company employees in Barrington, New Jersey relative to the process of unionization, the role of the NLRB and collective bargaining.


activity_code: ITEM 8.e.
activity_type: Payment
counterparty_position: Founder & CEO
date_of_agreement: 2020-06-15
form_agreement: Oral
explanation:
Kulture Consulting's Ronn English provided information to company management and employee at a company plant in Baltimore, Maryland relative to the National Labor Relations Act, employees' section seven rights, as well as information regarding the NLRB process and collective bargaining. Answered questions regarding the same.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2021-11-18
form_agreement: Oral
explanation:
Reimbursement for IFEBP conference expenses in Denver from October 15, 2021 through October 21, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Trustee
date_of_agreement: 2021-11-04
form_agreement: Oral
explanation:
Reimbursement for IFEBP Conference expenses in Denver from October 16, 2021 through October 21, 2021.


activity_code: ITEM 8.e.
activity_type: Both
counterparty_position: Law firm/Consultant
form_agreement: Oral
explanation:
John Payne from Davis Grimm Payne and Marra was retained to provided strategic advice, legal advice and representation duties during an organizing campaign at MDC Environmental Services.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
1. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143. 2. 10/13/2021: Individual attended Clay Shoot hosted by Highmark (Equipment, Food and Beverages); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 156221.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager/FST
explanation:
Gregory Bernarding has been removed as he did not attend any events during 2021. This page is intentionally left blank.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Exec Asst to the President - TD
explanation:
1. 10/20/2021: Highmark hosted lunch meeting at Boulder Creek, 9700 Page Rd, Streetsboro, OH 44241. 2. 10/20/2021: Highmark hosted dinner meeting at Leo's Italian Social, 200 Crocker Park Blvd., Westlake, OH 44145. 3. 11/08/2021:Individual attended Steelers Game (ticket, food, and beverages): Aramark Heinz Field, 100 Art Rooney Avenue, Pittsburgh, PA 15212.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
1. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, skill prize and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 08/18/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Laurel Hills Golf Club, 8701 Laurel Crest Drive, Lorton, VA 22079.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Director-SOC SE
explanation:
1. 11/08/2021: Individual attended Steelers Game (ticket, food, and beverages): Aramark Heinz Field, 100 Art Rooney Avenue, Pittsburgh, PA 15212.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
1. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143. 2. 10/13/2021: Individual attended Clay Shoot hosted by Highmark (Equipment, Food and Beverages); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
explanation:
1. 02/19/2021: Highmark hosted golf simulator; Steel City Simulators, 12591 US-30, North Huntingdon, PA 15642. 2. 08/18/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Laurel Hills Golf Club, 8701 Laurel Crest Drive, Lorton, VA 22079. 3. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
1. 02/19/2021: Highmark hosted golf simulator; Steel City Simulators, 12591 US-30, North Huntingdon, PA 15642. 2. 04/12/2021: Highmark hosted business meeting during golf; Totteridge Golf Course, 2029 Totteridge Dr, Greensburg, PA 15601. 3. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143. 4. 10/13/2021: Individual attended Clay Shoot hosted by Highmark (Equipment, Food and Beverages); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
explanation:
1. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 151431.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. 08/25/2021: Highmark provided sponsorship of the Great Lakes Building Trades Annual 4 Man Scramble Golf Outing held on August 20th, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Vice President
explanation:
1. 01/15/2021: Highmark hosted business meeting during golf; TopGolf, 400 Presto-Sygan Road, Bridgeville, PA 15017. 2. 03/22/2021: Highmark hosted business meeting during golf; Cranberry Highlands, 5601 Freshcorn Rd, Cranberry Twp, PA 16066. 3. 06/16/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Laurel Hills Golf Club, 8701 Laurel Crest Drive, Lorton, VA 22079. 4. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, skill prize and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143.


activity_code: ITEM 8.a.
activity_type: Payment
explanation:
1. 07/21/2021: Highmark provided sponsorship of the Iron Workers 2021 Annual Golf Outing on June 19, 2021. 2. 10/07/2021: Highmark provided sponsorship of the Iron Workers Local Union No. 3 - 52nd Anniversary Banquet on October 2, 2021.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Organizer
explanation:
1. 04/06/2021: Highmark hosted business meeting during golf; Cranberry Highlands, 5601 Freshcorn Rd, Cranberry Twp, PA 16066. 2. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, skill prize and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Multiple Fund Trustee
explanation:
1. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 151431.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
explanation:
1. 10/14/2021: Individual attended Clay Shoot hosted by Highmark (Equipment, Food and Beverages); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Labor Trustee
explanation:
1. 09/23/2021: Individual attended Fly Fishing hosted by Highmark (Room, Fishing Equipment, Food and Beverages); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Board
explanation:
1. 02/19/2021: Highmark hosted golf simulator; Steel City Simulators, 12591 US-30, North Huntingdon, PA 15642. 2. 04/12/2021: Highmark hosted business meeting during golf; Totteridge Golf Course, 2029 Totteridge Dr, Greensburg, PA 15601. 3. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143. 4. 09/23/2021: Individual attended Fly Fishing hosted by Highmark (Room, Fishing Equipment, Food and Beverages); Nemacolin, 1001 Lafayette Drive, Farmington, PA 15437. 5. 10/13/2021: Individual attended Clay Shoot hosted by Highmark (Equipment, Food and Beverages); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Treasurer
explanation:
1. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 15143.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 04/06/2021: Highmark hosted business meeting during golf; Cranberry Highlands, 5601 Freshcorn Rd, Cranberry Twp, PA 16066. 2. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 151431.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
explanation:
1. 04/28/2021: Highmark hosted business meeting during golf; Butler's Golf Course, 800 Rock Run Rd, elizabeth, PA 15037. 2. 05/13/2021: Highmark hosted business meeting during golf; Birdsfoot Golf Club, 225 Furnace Run Rd, Freeport, PA 16229. 3. 09/14/2021: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); Sewickley Heights Golf Club, 126 Backbone Road, Sewickley, PA 151431.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: President
form_agreement: Oral
explanation:
1. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: International Representative
form_agreement: Oral
explanation:
1. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
form_agreement: Oral
explanation:
1. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 2. 09/16/2020: Highmark hosted Sporting Clay Shoot (Prize, Food/Beverages and Outing); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622. 3. 09/30/2020: Highmark hosted food and beverages during the annual PA Plumbers and Pipe Fitting Meeting; Omni Bedford Springs Resort & Spa, 2138 Business Route 220, Bedford Springs, PA 15522.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
form_agreement: Oral
explanation:
1. 02/05/2020: Highmark co-hosted banquet during the CRLO annual meeting; The Westin Diplomat Resort & Spa, 3555 South Ocean Drive, Hollywood, FL 33019. 2. 02/07/2020: Highmark co-hosted golf outing during the CRLO annual meeting; Jacaranda Golf Club, 9200 West Broward Blvd, Plantation, FL 33324. 3. 03/03/2020: Individual attended Pittsburgh Penguins game (ticket only); PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 4. 03/03/2020: Highmark purchased Penguins Shirt as customer appreciation; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager/FST
form_agreement: Oral
explanation:
1. 03/27/2020: Highmark hosted dinner; Braddock's Rebellion, 107 Sixth Street, Pittsburgh, PA 15222. 2. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
form_agreement: Oral
explanation:
1. 01/05/2020: Individual attended Pittsburgh Penguins game (ticket only); PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 2. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Exec Asst To The President - TD
form_agreement: Oral
explanation:
1. 02/02/2020: Highmark co-hosted dinner during the CROL annual meeting;Upper Deck Sports Bar & Grill, 906 E Hallandale Beach Blvd, Hallandale Beach, FL 77009. 2. 02/05/2020: Highmark co-hosted banquet during the CRLO annual meeting; The Westin Diplomat Resort & Spa, 3555 South Ocean Drive, Hollywood, FL 33019. 3. 02/05/2020: Highmark hosted beverages after dinner during the CRLO annual meeting; The Westin Diplomat Resort & Spa, The Hotel Bar, 3555 South Ocean Drive, Hollywood, FL 33019. 4. 02/07/2020: Highmark co-hosted golf outing during the CRLO annual meeting; Jacaranda Golf Club, 9200 West Broward Blvd, Plantation, FL 33324. 5. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Vice President
form_agreement: Oral
explanation:
1. 02/05/2020: Highmark co-hosted banquet during the CRLO annual meeting; The Westin Diplomat Resort & Spa, 3555 South Ocean Drive, Hollywood, FL 33019. 2. 02/05/2020: Highmark hosted beverages after dinner during the CRLO annual meeting; The Westin Diplomat Resort & Spa, The Hotel Bar, 3555 South Ocean Drive, Hollywood, FL 33019. 3. 02/07/2020: Highmark co-hosted golf outing during the CRLO annual meeting; Jacaranda Golf Club, 9200 West Broward Blvd, Plantation, FL 33324. 4. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Assistant
form_agreement: Oral
explanation:
1. 02/05/2020: Highmark co-hosted banquet during the CRLO annual meeting; The Westin Diplomat Resort & Spa, 3555 South Ocean Drive, Hollywood, FL 33019. 2. 03/03/2020: Individual attended Pittsburgh Penguins game (ticket only); PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 3. 03/03/2020: Highmark purchased Penguins shirt as customer appreciation; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
form_agreement: Oral
explanation:
1. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 2. 09/16/2020: Highmark hosted Sporting Clay Shoot (Prize, Food/Beverages and Outing); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622. 3. 09/30/2020: Highmark hosted food and beverages during the annual PA Plumbers and Pipe Fitting Meeting: Omni Bedford Springs Resort & Spa, 2138 Business Route 220, Bedford Springs, PA 15522.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
form_agreement: Oral
explanation:
1. 01/21/2020: Highmark hosted golf simulator; Rolling Fields Golf Club, 4138 Hankey Church Road, Murrysville, PA 15668.. 2. 07/20/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 3. 08/05/2020: Highmark hosted outing; Lawrence Park Country Club, 3700 E Lake Road, Erie, PA 16511. 4. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 5. 09/30/2020: Highmark hosted food and beverages during the annual PA Plumbers and Pipe Fitting Meeting: Omni Bedford Springs Resort & Spa, 2138 Business Route 220, Bedford Springs, PA 15522.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
form_agreement: Oral
explanation:
1. 02/05/2020: Highmark co-hosted banquet during the CRLO annual meeting; The Westin Diplomat Resort & Spa, 3555 South Ocean Drive, Hollywood, FL 33019. 2. 02/07/2020: Highmark co-hosted golf outing during the CRLO annual meeting; Jacaranda Golf Club, 9200 West Broward Blvd, Plantation, FL 33324. 3. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Grand Lodge Representative
form_agreement: Oral
explanation:
1. 02/05/2020: Highmark co-hosted banquet during the CRLO annual meeting; The Westin Diplomat Resort & Spa, 3555 South Ocean Drive, Hollywood, FL 33019. 2. 02/05/2020: Highmark hosted beverages after dinner during the CRLO annual meeting; The Westin Diplomat Resort & Spa, The Hotel Bar, 3555 South Ocean Drive, Hollywood, FL 33019. 3. 02/07/2020: Highmark co-hosted golf outing during the CRLO annual meeting; Jacaranda Golf Club, 9200 West Broward Blvd, Plantation, FL 33324. 4. 03/03/2020: Individual attended Pittsburgh Penguins game (ticket only); PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219. 5. 03/03/2020: Highmark purchased Penguins shirt as customer appreciation; PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15219.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
form_agreement: Oral
explanation:
1. 09/16/2020: Highmark hosted Sporting Clay Shoot (Prize, Food/Beverages and Outing); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
form_agreement: Oral
explanation:
1. 09/16/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Vice President
form_agreement: Oral
explanation:
1. 01/22/2020: Highmark hosted University of Pittsburgh basketball game; Petersen Events Center, 3719 Terrace Street, Pittsburgh, PA 15261. 2. 08/18/2020: Highmark hosted lunch meeting; The Capital Grille, 301 Fifth Avenue, Pittsburgh, PA 15222. 3. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 4. 09/16/2020: Highmark hosted Sporting Clay Shoot (Prize, Food/Beverages and Outing); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622. 5. 09/21/2020: Highmark hosted golf outing; Quicksilver Golf Club, 2000 Quicksilver Rd, McDonald, PA 15057.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Organizer
form_agreement: Oral
explanation:
1. 02/21/2020: Highmark hosted business meeting during golf; TopGolf, 400 Presto-Sygan Road, Bridgeville, PA 15017. 2. 06/02/2020: Highmark hosted golf outing; Lindenwood Golf Club, 360 Galley Road, McMurray, PA 15317. 3. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, skill prize, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 4. 09/30/2020: Highmark hosted food and beverages during the annual PA Plumbers and Pipe Fitting Meeting: Omni Bedford Springs Resort & Spa, 2138 Business Route 220, Bedford Springs, PA 15522.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Multiple Fund Trustee
form_agreement: Oral
explanation:
1. 06/02/2020: Highmark hosted golf outing; Lindenwood Golf Club, 360 Galley Road, McMurray, PA 15317. 2. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 3. 09/30/2020: Highmark hosted food and beverages during the annual PA Plumbers and Pipe Fitting Meeting: Omni Bedford Springs Resort & Spa, 2138 Business Route 220, Bedford Springs, PA 15522.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Secretary/Treasurer
form_agreement: Oral
explanation:
1. 02/15/2020: Highmark co-hosted dinner during the CRLO annual meeting; Upper Deck Sports Bar & Grill, 906 E Hallandale Beach Blvd, Hallandale Beach, FL 77009. 2. 07/20/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 3. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
form_agreement: Oral
explanation:
1. 02/21/2020: Highmark hosted business meeting during golf; TopGolf, 400 Presto-Sygan Road, Bridgeville, PA 15017. 2. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Agent
form_agreement: Oral
explanation:
Mr. Melcher no longer has a reportable position within the union as he retired. Therefore, he did not receive any reportable gifts during our 2020 fiscal year.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Executive Board
form_agreement: Oral
explanation:
1. 01/21/2020: Highmark hosted golf simulator; Rolling Fields Golf Club, 4138 Hankey Church Road, Murrysville, PA 15668.. 2. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 3. 09/16/2020: Highmark hosted Sporting Clay Shoot (Prize, Food/Beverages and Outing); Seven Springs Mountain Resort, 777 Water Wheel Drive, Champion, PA 15622. 4. 09/30/2020: Highmark hosted food and beverages during the annual PA Plumbers and Pipe Fitting Meeting: Omni Bedford Springs Resort & Spa, 2138 Business Route 220, Bedford Springs, PA 15522.


activity_code: ITEM 8.a.
activity_type: Payment
counterparty_position: Business Manager
form_agreement: Oral
explanation:
1. 01/14/2020: Individual attended Pittsburgh Penguins game (ticket only); PPG Paints Arena, 1001 5th Avenue, Pittsburgh, PA 15220. 2. 09/08/2020: Highmark hosted golf outing (green fees, food/beverages, and registration gifts); Club At Nevillewood, 1000 Nevillewood Drive, Presto, PA 15142. 3. 09/30/2020: Highmark hosted food and beverages during the annual PA Plumbers and Pipe Fitting Meeting: Omni Bedford Springs Resort & Spa, 2138 Business Route 220, Bedford Springs, PA 15522.


