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Office of Labor-Management Standards (OLMS)

Which Labor Organization Annual Report Form Do I Use (Form LM-2, LM-3, or LM-4)?

Were your labor organization's total annual receipts $250,000 or more?

Were your labor organization's total annual receipts $10,000 or more but less than $250,000?

Were your labor organization's total annual receipts less than $10,000?


Q. Were your labor organization's total annual receipts* $250,000 or more?

A. If yes, you must file the Form LM-2 electronically. You can prepare and file Form LM-2 using the web-based OLMS Electronic Forms System (EFS) which you can access here. For more information on Form LM-2, see the Form LM-2 Information Page here.

Q. Were your labor organization's total annual receipts* $10,000 or more but less than $250,000?

A. If yes, you must file the Form LM-3. Visit here to obtain and submit the form. (However, annual financial reports filed for any labor organization in trusteeship must be filed on Form LM-2.)

Q. Were your labor organization's total annual receipts* less than $10,000?

A. If yes, you must file the Form LM-4. Visit here to obtain and submit the form. (However, annual financial reports filed for any labor organization in trusteeship must be filed on Form LM-2.)

If you have additional questions about which form to file, email us at olms-public@dol.gov or call 202-693-0123 or 1-866-487-2365.

*The term "total annual receipts" means all financial receipts of the labor organization during its fiscal year, regardless of the source, including receipts of any special funds as described in the Form LM-2 Instructions, Section VIII (Funds To Be Reported) or Section X (Labor Organizations With Subsidiary Organizations). Receipts of a trust in which the labor organization is interested should not be included in the total annual receipts of the labor organization when determining which form to file unless the trust is wholly owned, wholly controlled, and wholly financed by the labor organization (a “subsidiary organization” of the union).

Last Updated: 12-22-11