Labor Organization Annual Report

• Legal Form Number: LM-2,LM-3,LM-4
• Issuer: Office of Labor-Management Standards
• Section: U.S. Department of Labor

1

Public reporting burden for this collection of information is estimated to average 55 minutes per response, including the time for

reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the

collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB

control number. Reporting of this information is mandatory and is required by the Labor-Management Reporting and Disclosure Act of

1959, as amended (LMRDA), for the purpose of public disclosure. As this is public information, there are no assurances of

confidentiality. If you have any comments regarding this estimate or any other aspect of this information collection, including

suggestions for reducing this burden, please send them to the U.S. Department of Labor, Office of Labor-Management Standards,

Room N-5609, 200 Constitution Avenue, NW, Washington, DC 20210.

DO NOT SEND YOUR COMPLETED FORM LM-1 TO T HE ABOVE ADDRESS.

INSTRUCTIONS FOR FORM LM-1 LABOR

ORGANIZATION INFORMATION REPORT

GENERAL INSTRUCTIONS

I.

WHY FILE

The Labor-Management Reporting and Dis closure

Act, as amended (LMRDA), requires pub lic

disclosure of information concerning th e structure,

practices, and procedures of labor or ganizations.

The Secretary, under the authority of the LMRDA,

has prescribed the filing of the Labor O rganization

Information Report, Form LM-1, for labor

organizations to satisfy this reporti ng requirement.

II.

WHO MUST FILE

Every labor organization subject to th e LMRDA,

the Civil Service Reform Act (CSRA), or the

Foreign Service Act (FSA) must f ile Form LM-1

with the Office of Labor- Managem ent Standards

(OLMS) of the U.S. Department of Labor. These

laws cover labor organizations that represent

employees who work in private industr y,

employees of the U.S. Postal Service, and m ost

Federal government employees.

Labor organizations that represent onl y state,

county, or municipal government em ployees are

not covered by these laws and, theref ore, are not

required to file Form LM-1.

If you have a question about whether your

organization is required to file, cont act the

nearest OLMS field office listed at the end of

these instructions.

NOTE: Selected definitions from the LMRD A and

CSRA concerning labor organizations , members,

and officers follow these instructions. These

definitions may be helpful in determ ining whether

your organization is s ubject to the LMRDA or

CSRA.

III.

WHAT FORMS TO FILE

Initial Form LM-1

Every labor organization subject to th e LMRDA,

CSRA, or FSA is required to adopt a c onstitution

and bylaws and attach a copy with an initial Form

LM-1 filed with OLMS. The initial Form LM-1 must

report certain information concerning t he

structure, practices, and procedures of the labor

organization.

OLMS will electronically acknowledge receipt of

your organization’s initial Form LM-1 and advise

you of the 6- digit identifying file num ber that has

been assigned to your organization. T his file

number must be entered on the annual f inancial

reports (Form LM-2, LM-3, or LM-4) which your

labor organization is also required to f ile with the

Department of Labor. (See Section V below for

information about annual financial re ports.)

Amended Form LM-1

A labor organization is required to f ile an amended

Form LM-1 to update the information on f ile with

OLMS if there are any changes in the pr actices

and procedures listed in Item 18, Column (2) of its

most recent Form LM-1. These are chan ges in

practices and procedures which are not contained

in the labor organization’s constit ution and bylaws.

The amended Form LM-1 must be filed

electronically at the same time your organization

files electronically its annual financ ial report (Form

LM-2, LM-3, or LM-4) for the reporting period in

which the change occurred.

Please note the amended Form LM-1, lik e the

initial report, is not filed as part of the annual