PRESENTS


U.S. Department of Labor
Employment Standards Administration
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 09-11-2011
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
516-947
2. PERIOD COVERED
From1/1/2008
Through12/31/2008
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
LONGSHOREMENS ASN AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
2038
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
I. L. A.
 Last Name
LOCAL 2038 GLDC-
P.O Box - Building and Room Number

Number and Street
6031 MELTON RD. , US HWY 20
City
PORTAGE
State
IN		 ZIP Code + 4
46368


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
26. SIGNED:Michael A DaVaneyPRESIDENT27. SIGNED:Robert M GrossTREASURER
Date:Apr 11, 2009Contact Info:Date:Apr 11, 2009Contact Info:
Form LM-2 (Revised 2003)

ITEMS 10 THROUGH 21 FILE NUMBER: 516-947
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11. During the reporting period did the labor organization have a Political Action Committee (PAC) fund?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$50,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?03/2009
20. How many members did the labor organization have at the end of the reporting period?527
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees5.00perMonth
(b) Working Dues/Fees2%perHour
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2003)

STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 516-947

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $73,262$99,333
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$690,346$577,703
28. Other Assets7$63,324$63,709
29. TOTAL ASSETS $826,932$740,745

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $462,974$433,336
33. Other Liabilities10$63,246$62,328
34. TOTAL LIABILITIES $526,220$495,664
35. NET ASSETS$300,712$245,081
Form LM-2 (Revised 2003)

STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 516-947

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $31,677
37. Per Capita Tax $391,895
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $438
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $34,782
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$3,308
49. TOTAL RECEIPTS $462,100
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$97,759
51. Political Activities and Lobbying16$450
52. Contributions, Gifts, and Grants17$5,700
53. General Overhead18$171,635
54. Union Administration19$102,383
55. Benefits20$9,125
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $5,707
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $36,648
64. On Behalf of Individual Members $0
65. Direct Taxes $4,521
  
66. Subtotal $433,928
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$14,232  
  67b. Less Total Disbursed$11,934  
  67c. Total Withheld But Not Disbursed $2,298
68. TOTAL DISBURSEMENTS $431,630
Form LM-2 (Revised 2003)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 516-947

There was no data found for this schedule.

SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 516-947

There was no data found for this schedule.

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 516-947

There was no data found for this schedule.

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 516-947

There was no data found for this schedule.

SCHEDULE 5 - INVESTMENTS FILE NUMBER: 516-947

Description
(A) 		Amount
(B)
Marketable Securities 
1. Total Cost$0
2. Total Book Value$0
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.  
  • N/A
$0
Other Investments 
4. Total Cost$0
5. Total Book Value$0
6. List each other investment which has a book value over $5000, of Line 5.  Also list each Trust which is an investment.  
  • N/A
$0
7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2003)

SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 516-947

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
1. 6031 Melton Road, US Hwy 20, Portage, In 46368$190,750 $190,750$190,750
3. 6031 Melton Road, US Hwy 20, Portage, In 46368$359,110$14,059$345,051$345,051
5. Automobiles and Other Vehicles$0$0$0$0
6. Office Furniture and Equipment$23,745$9,458$14,287$14,287
7. Other Fixed Assets$33,065$5,450$27,615$27,615
8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B))$606,670$28,967$577,703$577,703
Form LM-2 (Revised 2003)

SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 516-947

Description
(A) 		Book Value
(B)
Total Other Assets (Total will be automatically entered in Item 28, Column(B))$63,709
ILA Local 2038 Pension Fund bank account$44,683
ILA Local 2038 Vacation Fund bank account$3,034
ILA Local 2038 Welfare Fund bank account$15,992
Form LM-2 (Revised 2003)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 516-947

There was no data found for this schedule.

SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 516-947

There was no data found for this schedule.

SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 516-947

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))$62,328
Custodial Fund (pension 3434)$43,189
Custodial Fund (vac/hol 8102)$3,017
Custodial Fund (welfare 2964)$15,615
Employer matching payroll 2008$507
Form LM-2 (Revised 2003)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 516-947

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) thru (F) 		(H)
TOTAL
A
B
C 		Andre   F   Joseph
President
P		$0$100$0$0$100
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Michael   A   DaVaney
President
C		$22,511$1,200$0$0$23,711
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Tim     Gorman
Vice President Beta Div.
P		$0$800$0$0$800
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Zivko     Despotoski
First Vice Pres. Beta Div
C		$1,190$1,200$0$0$2,390
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Allen     Nodd
Steward Beta Div
C		$90$1,200$0$0$1,290
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Darren     Howerton
Rec.-Secy., Beta Div
C		$409$1,200$0$0$1,609
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		David     Meade
Steward FMP Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Dois     Letson
Steward S.W. Div.
P		$0$100$0$0$100
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Doug     Schadel
Steward FMP Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Elizabeth     Lackey
Vice President Beta Div.
N		$0$400$0$0$400
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Glenn     Houston
Steward FMP Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Javier     Mendoza
Steward CCP Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Jeffrey     Smith
Steward Beta Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Keith     LeBlanc
V. Pres. Calumite Div.
P		$0$600$0$0$600
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Leonel     Vasquez
Steward Beta Div.
C		$165$1,200$0$0$1,365
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Lloyd     Alsman
Steward Beta Div.
P		$235$600$0$0$835
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Mark     Perez
V. Pres. First Class Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Michael     Balch
V. Pres FPC DIv
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Michael     Ledesma
Steward Hass Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Paul     Brewer
Steward CCP Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Peter     Hrab
Steward Beta Div.
C		$365$1,200$0$0$1,565
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Rhoderick     Alllen
V. Pres. Hass Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Robert     Gross
Secretary Treasurer
C		$2,777$1,200$0$0$3,977
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Samuel     Holzman
Vice President CCP Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Rusty     White
Business Agent
C		$5,954$1,200$0$0$7,154
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Scott     Heyse
Steward S.W. Div
N		$0$1,100$0$0$1,100
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Stephen     Romero
Steward Beta Div.
P		$0$400$0$0$400
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Tony     Rodarte
V. Pres. Tube City Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Wayne     Breyfogle
Steward IPPC Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Alonzo     Wright
V. Pres. Roll & Hold Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Bill     McNorton
V. Pres S.W. Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Bill     Whiteside
V. Pres. FMP Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Brian     Roths
Steward Beta Div.
N		$137$0$0$0$137
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Charles     Brewer
Steward CCP Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Craig     Clemmons
Steward Calumite Div.
P		$0$300$0$0$300
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Danny     Bell
Steward Tube City Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Brian     Barnett
Steward S.W. Div.
N		$0$1,100$0$0$1,100
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Brad     Ottman
Steward FPC Div.
N		$0$100$0$0$100
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Daniel     DiPrisco
Steward Tube City Div.
N		$0$700$0$0$700
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Derrick     Schwandt
Steward Roll & Hold Div.
N		$0$800$0$0$800
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Doug     McCord
Steward FPC Div.
P		$0$1,000$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Erik     Alsman
Steward IPPC Div.
N		$0$800$0$0$800
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		George     Stephenson
V. Pres. IPPC Div.
N		$109$1,100$0$0$1,209
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Gregory     Woelk
Steward S.W. Div.
P		$0$100$0$0$100
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Michael     Meir
Steward First Class Div.
N		$0$1,100$0$0$1,100
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Nicholas     Peracki
Steward IPPC Div.
N		$0$800$0$0$800
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Robert     Press
Steward Calumite Div.
P		$0$200$0$0$200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Tom     Overbey
Steward Beta Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Tony     Vitaniemi
Steward FPC Div.
C		$0$1,200$0$0$1,200
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
Total Officer Disbursements$33,942$45,800$0$0$79,742
Less Deductions    $7,336
Net Disbursements    $72,406
Form LM-2 (Revised 2003)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 516-947

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) thru (F) 		(H)
TOTAL
A
B
C 		Dena   J   Shearer
Secretary
ILA Local 2038		$31,430$0$0$0$31,430
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Daril     Fitch
Grievant
ILA Local 2038		$131$0$0$0$131
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Michael     Pantazis
Grievant
ILA Local 2038		$113$0$0$0$113
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Panagiotis     Boulas
Grievant
ILA Local 2038		$113$0$0$0$113
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Ruben     Medina
Grievant
ILA Local 2038		$109$0$0$0$109
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000$0$0$0$0$0
I Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
Total Employee Disbursements$31,896$0$0$0$31,896
Less Deductions    $6,896
Net Disbursements    $25,000
Form LM-2 (Revised 2003)

SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 516-947

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members527 
Agency Fee Payers* 
Total Members/Fee Payers527 
*Agency Fee Payers are not considered members of the labor organization.
ILA Local 2038 Beta Steel Division249Yes
ILA Local 2038 Calumite LLC Division7Yes
ILA Local 2038 Central Coil Processing Div.29Yes
ILA Local 2038 Feralloy Processing Div.27Yes
ILA Hass Environmental Div.15Yes
ILA Local 2038 Roll & Hold Div.12Yes
ILA Local 2038 Indiana Pickling & Processing Div.38Yes
ILA Local 2038 Tube City LLC Div.16Yes
ILA Local 2038 Steel Warehouse Div.15Yes
ILA Local 2038 First Class Mill Services Div.18Yes
ILA Local 2038 Feralloy Midwest Div.77Yes
ILA Local 2038 GLDC24Yes
Form LM-2 (Revised 2003)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 516-947

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$3,308
4. Total Receipts$3,308
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$5,700
6. Total Disbursements$5,700
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$6,905
2. Named Payee Non-itemized Disbursements$0
3. To Officers$79,742
4. To Employees$0
5. All Other Disbursements$11,112
6. Total Disbursements$97,759
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$73,205
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$31,896
5. All Other Disbursements$66,534
6. Total Disbursements$171,635
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$450
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements 
6. Total Disbursements$450
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$29,979
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$72,404
6. Total Disbursements$102,383
Form LM-2 (Revised 2003)

SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 516-947

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 516-947

Name and Address
(A)
Paul T Berkowitz & Associates

123 W. Madison St. Suite 60
Chicago
IL
60602
Type or Classification
(B)
Legal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$6,905
Total Non-Itemized Transactions 
Total of All Transactions$6,905
Legal Services for FMP and Calumite Divisons12/30/2008$6,905
Form LM-2 (Revised 2003)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 516-947

Name and Address
(A)
Citizens for Chuck Comittee

6448 Central Ave,
Portage
IN
46368
Type or Classification
(B)
Campaign Contribution & support for AD.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$450
Total Non-Itemized Transactions 
Total of All Transactions$450
10th District State Rep Campaign Contribution04/08/2008$450
Form LM-2 (Revised 2003)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 516-947

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 516-947

Name and Address
(A)
1st Source Bank Commercial bank Div.
P.O. Box 11026

South Bend
IN
46634
Type or Classification
(B)
Mortage Payment, Purchase of facilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$34,171
Total Non-Itemized Transactions 
Total of All Transactions$34,171
1st Mortage Payments in 200801/23/2008$2,951
1st Mortage Payments in 200802/27/2008$2,941
1st Mortage Payments in 200803/25/2008$2,743
1st Mortage Payments in 200804/22/2008$2,921
1st Mortage Payments in 200805/20/2008$2,816
1st Mortage Payments in 200806/24/2008$2,899
1st Mortage Payments in 200807/22/2008$2,797
1st Mortage Payments in 200808/20/2008$2,879
1st Mortage Payments in 200809/23/2008$2,868
1st Mortage Payments in 200810/15/2008$2,767
1st Mortage Payments in 200811/14/2008$2,845
1st Mortage Payments in 200812/16/2008$2,744
Name and Address
(A)
Ondrovich & Associates

3060 Willowcreek Rd.
Portage
IN
46368
Type or Classification
(B)
Union Admin.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$5,350
Total Non-Itemized Transactions 
Total of All Transactions$5,350
2006 Audit Certified Public Audit05/01/2008$5,160
Prep of Personal Audit06/09/2008$190
Name and Address
(A)
Chris Russell

5659 Buttercup Ave.
Portage
IN
46368
Type or Classification
(B)
Union Overhead
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$11,582
Total Non-Itemized Transactions 
Total of All Transactions$11,582
Work on Office programs and computers01/02/2008$1,725
Work on Office programs and computers02/05/2008$1,800
Work on Office programs and computers03/05/2008$975
Work on Office programs and computers04/03/2008$825
Work on Office programs and computers05/13/2008$1,200
Work on Office programs and computers06/14/2008$525
Work on Office programs and computers07/01/2008$600
Work on Office programs and computers07/30/2008$750
Work on Office programs and computers09/03/2008$825
Work on Office programs and computers09/30/2008$975
Work on Office programs and computers11/05/2008$600
Work on Office programs and computers12/03/2008$782
Name and Address
(A)
Treasurer of Porter County


Valparaiso
IN
46383
Type or Classification
(B)
Property taxes paid on Office Facility and Land
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$19,362
Total Non-Itemized Transactions 
Total of All Transactions$19,362
2006 Spring installment property taxes01/09/2008$6,246
2006 Fall installment property taxes05/13/2008$6,870
2007 Spring installment property taxes06/18/2008$6,246
Name and Address
(A)
1st Source Bank Commercial Bank Div.
PO Box 11026

South Bend
IN
46634
Type or Classification
(B)
Mortage Payment, Purchase of facilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$2,740
Total Non-Itemized Transactions 
Total of All Transactions$2,740
2nd Mortage Payment in 200801/23/2008$262
2nd Mortage Payment in 200802/27/2008$256
2nd Mortage Payment in 200803/25/2008$235
2nd Mortage Payment in 200804/22/2008$246
2nd Mortage Payment in 200805/20/2008$232
2nd Mortage Payment in 200806/24/2008$235
2nd Mortage Payment in 200807/22/2008$223
2nd Mortage Payment in 200808/20/2008$224
2nd Mortage Payment in 200809/23/2008$218
2nd Mortage Payment in 200810/15/2008$207
2nd Mortage Payment in 200811/14/2008$207
2nd Mortage Payment in 200812/16/2008$195
Form LM-2 (Revised 2003)

SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 516-947

Name and Address
(A)
ILA Local 1969 Health & Welfare Fund

6613 Compass Drive
Portage
IN
46368
Type or Classification
(B)
Health Care Premiums
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$24,579
Total Non-Itemized Transactions 
Total of All Transactions$24,579
Health Premiums for 200802/13/2008$1,939
Health Premiums for 200803/13/2008$1,939
Health Premiums for 200804/13/2008$1,939
Health Premiums for 200805/13/2008$2,008
Health Premiums for 200806/13/2008$2,008
Health Premiums for 200807/07/2008$2,008
Health Premiums for 200808/05/2008$2,008
Health Premiums for 200808/25/2008$2,146
Health Premiums for 200809/25/2008$2,146
Health Premiums for 200811/05/2008$2,146
Health Premiums for 200812/02/2008$2,146
Health Premiums for 200812/10/2008$2,146
Name and Address
(A)
Carol Mayes

2801 New Jersey St.
Lake Station
IN
46405
Type or Classification
(B)
Janitorial-Overhead
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$2,600
Total Non-Itemized Transactions 
Total of All Transactions$2,600
Janitorial Services01/09/2008$200
Janitorial Services01/23/2008$200
Janitorial Services02/06/2008$200
Janitorial Services02/20/2008$200
Janitorial Services03/05/2008$200
Janitorial Services03/19/2008$200
Janitorial Services04/02/2008$200
Janitorial Services04/16/2008$200
Janitorial Services04/30/2008$200
Janitorial Services05/14/2008$200
Janitorial Services05/28/2008$200
Janitorial Services06/11/2008$200
Janitorial Services06/25/2008$200
Name and Address
(A)
Carol Mayes

2801 New Jersey St.
Lake Station
IN
46405
Type or Classification
(B)
Janitorial-Overhead
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$2,600
Total Non-Itemized Transactions 
Total of All Transactions$2,600
Janitorial Services07/09/2008$200
Janitorial Services07/23/2008$200
Janitorial Services08/06/2008$200
Janitorial Services08/20/2008$200
Janitorial Services09/03/2008$200
Janitorial Services09/17/2008$200
Janitorial Services10/01/2008$200
Janitorial Services10/15/2008$200
Janitorial Services10/29/2008$200
Janitorial Services11/12/2008$200
Janitorial Services11/26/2008$200
Janitorial Services12/10/2008$200
Janitorial Services12/15/2008$200
Name and Address
(A)
Carol Mayes

2801 New Jersey St.
Lake Station
IN
46405
Type or Classification
(B)
Janitorial-Overhead
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$200
Total Non-Itemized Transactions 
Total of All Transactions$200
Janitorial Services12/24/2008$200
Form LM-2 (Revised 2003)

SCHEDULE 20 - BENEFITS FILE NUMBER: 516-947

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total Benefits$9,125
Dena Shearer 401K contributionsState Farm$2,080
Optical Benefits PaidAlexios Loukataris$100
Optical Benefits PaidAllen Nodd$100
Optical Benefits PaidAlonzo Wright$200
Optical Benefits PaidAntwain Clayton$100
Optical Benefits PaidApril Rogala$100
Optical Benefits PaidCharles Murphy$300
Optical Benefits PaidCharles Phegley$100
Optical Benefits PaidChristopher Perez$200
Optical Benefits PaidCraig Kitchen$100
Optical Benefits PaidDaniel Misewicz$100
Optical Benefits PaidDarren Howerton$100
Optical Benefits PaidDave Potts$274
Optical Benefits PaidDois Letson$200
Optical Benefits PaidDonald Nunn$200
Optical Benefits PaidEdward Dunfee$100
Optical Benefits PaidEdward Monette$100
Optical Benefits PaidEric McKanders$100
Optical Benefits PaidErik A. Alsman$200
Optical Benefits PaidGeorge Bakalina$180
Optical Benefits PaidGeorge Thomas$100
Optical Benefits PaidHector Rosario$100
Optical Benefits PaidHerbert Sams$100
Optical Benefits PaidIvy Richard$100
Optical Benefits PaidJames Munro$200
Optical Benefits PaidJavier Ayala$174
Optical Benefits PaidJohn Banas$100
Optical Benefits PaidJohn Licea$200
Optical Benefits PaidJohn Volikas$200
Optical Benefits PaidJonathan Alt$100
Optical Benefits PaidJoseph Zaragoza$100
Optical Benefits PaidKenny Woelk$100
Optical Benefits PaidKevin Pierotti$185
Optical Benefits PaidLeonel Vasquez$49
Optical Benefits PaidMatthew Grover$100
Optical Benefits PaidMichael Pantazis$200
Optical Benefits PaidMichael Willis$100
Optical Benefits Paidnicholas Mihalich$100
Optical Benefits PaidPaul Hoen$100
Optical Benefits PaidPeter Hrab$299
Optical Benefits PaidRiste Nastoski$200
Optical Benefits PaidRobert Bodnar$100
Optical Benefits PaidRobert Gross$100
Optical Benefits PaidRoberto Gutierrez$100
Optical Benefits PaidRoger Linsey$100
Optical Benefits PaidRon Springman$200
Optical Benefits PaidRyan Dixon$98
Optical Benefits PaidStacy Hardin$100
Optical Benefits PaidTonya Whitlow$162
Optical Benefits PaidWayne Breyfogle$129
Optical Benefits PaidWilliam Hunter$100
Optical Benefits PaidWillie Barnes$95
Form LM-2 (Revised 2003)


69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 516-947




Question 10: Line #10 ILA Local 2038 Pension Fund (retirement) held in custodial account at same address. ILA Local 2038 Health & Welfare Fund (insurance) held in custodial account at same address. ILA Local 2038 Vacation Fund (holiday) held in custodial account at same address.



Question 11: Item #11. ILA Local 2038 Political Action Fund 6031 Melton Road, US Highway #20, Portage, In 46368



Question 12: Item #12. Robert W Hammel, CPA Costin, Hammel & Leake, L.L.C. 11312 Distinctive Dr. Orland Park, Il 60467



Schedule 13 : ILA Local 2038 Beta Division Members are full paying dues members.



Schedule 13 : ILA Local 2038 Calumite LLC Division Members were full paying dues members.



Schedule 13 : ILA Local 2038 Central Coil Processing Division Members are full paying dues members.



Schedule 13 : ILA Local 2038 Feralloy Div. members are full paying dues members.



Schedule 13 : ILA Local 2038 Hass Environmental Div. of East Chicago members are full paying dues members.



Schedule 13 : ILA Local 2038 Roll & Hold Div. members are full paying dues members.



Schedule 13 : ILA Local 2038 Indiana Pickling & Processing Div. members are full paying dues members.



Schedule 13 : ILA Local 2038 Tube City LLC Div. members are full paying dues members.



Schedule 13 : ILA Local 2038 Steel Warehouse Div. members are full paying members.



Schedule 13 : ILA Local 2038 First Class Services Div. members are full paying dues members.



Schedule 13 : ILA Local 2038 Feralloy Midwest Div. members are full paying dues members.



Schedule 13 : ILA Local 2038 GLDC members were full paying dues members.




General Information:

Question 10: ILA Local 2038 Pension Fund (retirement) held in custodial account. ILA Local 2038 Health & Welfare Fund (insurance) held in custodial account. ILA Local 2038 Vacation Fund (Holiday) held in custodial.




Cash Reconciliation: Line 22, Column B cash difference of $2,101.00 are checks that have not cleared the Bank as of December 31, 2008.



Form LM-2 (Revised 2003)




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