Proposed Rule2025-12273

Filing Thresholds for Forms LM-2, LM-3, and LM-4 Labor Organization Annual Reports

Primary source

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Published
July 1, 2025

Issuing agencies

Labor DepartmentLabor-Management Standards Office

Abstract

This proposed rule revises the filing thresholds in 29 CFR 403.4(a) for the Forms LM-2, LM-3, and LM-4 Labor Organization Annual Reports. This summary can be found at www.regulations.gov by searching by the RIN: 1245-AA15.

Full Text

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<title>Federal Register, Volume 90 Issue 124 (Tuesday, July 1, 2025)</title>
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[Federal Register Volume 90, Number 124 (Tuesday, July 1, 2025)]
[Proposed Rules]
[Pages 28251-28255]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2025-12273]



[[Page 28251]]

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DEPARTMENT OF LABOR

Office of Labor-Management Standards

29 CFR Part 403

[Docket #]
RIN 1245-AA15


Filing Thresholds for Forms LM-2, LM-3, and LM-4 Labor 
Organization Annual Reports

AGENCY: Office of Labor-Management Standards, Department of Labor.

ACTION: Proposed rule; request for comments.

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SUMMARY: This proposed rule revises the filing thresholds in 29 CFR 
403.4(a) for the Forms LM-2, LM-3, and LM-4 Labor Organization Annual 
Reports. This summary can be found at <a href="http://www.regulations.gov">www.regulations.gov</a> by searching 
by the RIN: 1245-AA15.

DATES: Comments must be received on or before July 31, 2025.

ADDRESSES: You may submit comments, identified by RIN #1245-AA15, by 
the following method:
    Internet: Federal eRulemaking Portal. Electronic comments may be 
submitted through <a href="http://www.regulations.gov">www.regulations.gov</a>. To locate the proposed rule, use 
RIN #1245-AA15. Follow the instructions for submitting comments.
    Only comments submitted through <a href="http://www.regulations.gov">www.regulations.gov</a> will be 
accepted. Comments will be available for public inspection at 
<a href="http://www.regulations.gov">www.regulations.gov</a>. The Department will post all comments received on 
<a href="http://www.regulations.gov">www.regulations.gov</a> without making any change to the comments, 
including any personal information provided. The <a href="http://www.regulations.gov">http://www.regulations.gov</a> website is the Federal e-rulemaking portal, and all 
comments posted there are available and accessible to the public. The 
Department cautions commenters not to include personal information such 
as Social Security numbers, personal addresses, telephone numbers, and 
email addresses in their comments as such submitted information will 
become viewable by the public via the <a href="http://www.regulations.gov">www.regulations.gov</a> website. It 
is the responsibility of the commenter to safeguard this information. 
Comments submitted through <a href="http://www.regulations.gov">www.regulations.gov</a> will not include the 
commenter's email address unless the commenter chooses to include that 
information as part of his or her comment.
    Docket: Go to the Federal eRulemaking Portal at <a href="https://www.regulations.gov">https://www.regulations.gov</a> for access to the rulemaking docket, including any 
background documents and the plain-language summary of the proposed 
rule of not more than 100 words in length required by the Providing 
Accountability Through Transparency Act of 2023.

FOR FURTHER INFORMATION CONTACT: Andrew Davis, Director of the Office 
of Program Operations, Office of Labor-Management Standards, U.S. 
Department of Labor, 200 Constitution Avenue NW, Room N-5609, 
Washington, DC 20210, by telephone at (202) 693-0123 (this is not a 
toll-free number), 771 (TTY/TDD), or by email at <a href="/cdn-cgi/l/email-protection#95faf9f8e6b8e5e0f7f9fcf6d5f1faf9bbf2fae3"><span class="__cf_email__" data-cfemail="0d6261607e207d786f61646e4d696261236a627b">[email&#160;protected]</span></a>.

SUPPLEMENTARY INFORMATION:

I. Background

    The Labor-Management Reporting and Disclosure Act of 1959 (LMRDA), 
29 U.S.C. 401 et seq., mandates certain reporting and disclosure 
requirements for labor organizations, their officers and employees, 
employers, labor relations consultants, and surety companies. Under the 
LMRDA, every labor organization must file with the U.S. Department of 
Labor (Department), Office of Labor-Management Standards (OLMS) an 
annual financial report showing total annual receipts, disbursements, 
assets, and liabilities of the union. 29 U.S.C. 431. The Secretary of 
Labor has authority to prescribe the form of the financial disclosure 
reports required by the LMRDA. 29 U.S.C. 438. The Secretary has 
prescribed three forms for this purpose--Forms LM-2, LM-3, and LM-4--
with the form required determined by total annual receipts. Under 
current regulations, labor organizations (not in a trusteeship) with 
$250,000 or more in annual receipts must file Form LM-2; those with 
less than $250,000 may choose to file Form LM-3; and those with less 
than $10,000 may choose to file Form LM-4. 29 CFR 403.4(a). 
Additionally, under certain circumstances, a local labor organization 
with no assets, liabilities, receipts, or disbursements that is not in 
a trusteeship can have a ``simplified annual report'' filed on their 
behalf by a parent union in lieu of an annual report. Id.
    The Form LM-2 filing threshold was last revised in October 2003 
when the Department raised it from $200,000 to $250,000. 68 FR 58374 
(October 9, 2003). That 2003 adjustment was intended to approximate the 
effects of inflation on the earlier $200,000 level and reduce the 
recordkeeping and reporting burden for approximately 500 labor 
organizations. Id. The Form LM-2 threshold level has only increased 
three other times prior to 2003. Id. Shortly after the LMRDA was 
enacted in 1959, the threshold for filing the detailed Form LM-2 was 
set by the Secretary at $20,000. Id. The threshold was raised by the 
Secretary in 1962 to $30,000, in 1981 to $100,000, and in 1992 to 
$200,000. Id. Since 2003, the thresholds have remained unchanged for 
over twenty years, despite substantial inflation in the intervening 
period. Id. As a result, many unions with relatively modest receipts 
still meet the threshold for filing the most detailed form, the Form 
LM-2. Id.
    Similarly, the Form LM-4 was introduced in a 1992 final rule, which 
also established the Form LM-3 threshold and required Form LM-3 filing 
for unions with more than $10,000 in total receipts but less than the 
LM-2 threshold of $200,000 at that time. 57 FR 49356 (October 30, 
1992). Since 1992, the $10,000 threshold for the Form LM-3 has never 
been raised, despite over 30 years of inflation.
    In this proposed rule, the Department proposes to increase each 
filing threshold to higher values: labor organizations with $450,000 or 
more in annual receipts must file Form LM-2; those with less than 
$450,000 may choose to file Form LM-3; and those with less than $25,000 
may choose to file Form LM-4. These increases are necessary to reflect 
economic changes and reduce unnecessary reporting burdens on labor 
organizations whose total receipts, prior to adjusting for inflation, 
should not necessitate greater filing requirements. The Department 
proposes to revise accordingly each reference to the filing thresholds 
in 29 CFR 403.4(a) and on the Forms LM-2, LM-3, and LM-4, as well as 
their instructions.

II. Discussion

    OLMS' review of the current reporting thresholds confirms that 
inflation has eroded their real value. As evidenced in the 2003 
rulemaking, raising the Form LM-2 threshold to $250,000 at that time 
was meant to ``approximate[ ] an inflation adjustment'' of the prior 
$200,000 standard from 1992. 68 FR at 58383. Since 2003, overall price 
levels have risen approximately 75%, meaning $250,000 in 2003 equates 
to over $430,000 today in real dollars.\1\ The LM-3 threshold erosion 
has been even steeper, as overall price levels have risen approximately 
125% since 1992, and $10,000 in 1992 equates to over

[[Page 28252]]

$22,500 today in real dollars.\2\ To realign the thresholds with 
current economic conditions, OLMS proposes raising the Form LM-2 and 
Form LM-3 thresholds to higher levels, with the Form LM-4 adjusting 
accordingly. These adjustments are consistent with the Department's 
practice of periodically assessing the appropriateness of the filing 
thresholds, and the Department proposes to round up to fairly account 
for future inflation. By increasing the thresholds, this proposed rule 
would relieve those unions that fall below the new threshold 
requirement from the burden to file the lengthy Form LM-2 report, 
without exempting any union from its duty to report all its receipts 
and disbursements. A majority of current LM-2 filers, including the 
largest and most complex unions, would continue to file Form LM-2 and 
provide detailed disclosures. As with the Form LM-2, the increased Form 
LM-3 filing threshold would excuse those unions that would fall under 
the new Form LM-3 threshold from the more burdensome filing 
requirements.
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    \1\ OLMS utilized the Bureau of Labor Statistic's Consumer Price 
Index Calculator to estimate buying power from 2004 to 2025 <a href="https://www.bls.gov/data/i-nflation_calculator.htm">https://www.bls.gov/data/i-nflation_calculator.htm</a>.
    \2\ Id., estimating buying power from 1992 to 2025.
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    OLMS has estimated the effect of the proposed thresholds on FY2024 
filers by looking at the number of labor organizations that filed LM 
Forms for FY2024 whose receipts fell between the current and proposed 
threshold amounts. Approximately 868 labor organizations that filed the 
Form LM-2 in FY2024 would fall below the revised Form LM-2 threshold 
and instead file the Form LM-3 in the next reporting cycle. 
Approximately 2,089 labor organizations that filed the Form LM-3 in 
FY2024 would fall below the revised Form LM-3 threshold and file the 
Form LM-4 in its next reporting cycle.
    It is important to view this estimated effect from increasing the 
Form LM thresholds in context. For example, the 2003 increase to the 
Form LM-2 threshold was estimated to affect approximately 500 Form LM-2 
filers. 68 FR 58374. Similarly, OLMS estimates 868 FY2024 filers will 
no longer be required to file the Form LM-2. The estimated 868 filers 
make up less than 18% of all current LM-2 filers and represent the 
organizations with the lowest total annual receipts reported by all 
Form LM-2 filers. Thus, the Department estimates that a substantial 
number of the largest unions, as measured by total annual receipts, 
will continue filing the more detailed report, providing transparency 
to union members and needed resources to the Department as it seeks to 
enforce the LMRDA's financial safeguard provisions.
    The Department therefore proposes to revise the threshold in 29 CFR 
403.4(a)(1) to read: ``gross annual receipts totaling less than 
$450,000'' for labor organizations not in trusteeship that may file 
Form LM-3. The Department also proposes to revise the threshold in 29 
CFR 403.4(a)(2) to read: ``gross annual receipts totaling less than 
$25,000'' for labor organizations not in trusteeship that may file Form 
LM-4. Unless they meet one of these thresholds, or the criteria for 
unions with no assets, no liabilities, no receipts and no disbursements 
in 29 CFR 403.4(b), all other labor organizations would file Form LM-2. 
See 29 CFR 403.3.
    The Department further proposes to revise the threshold on Form LM-
2 to read: ``MUST BE USED BY LABOR ORGANIZATIONS WITH $450,000 OR MORE 
IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP,'' and 
proposes to revise the thresholds in the Form LM-2 Instructions, 
Section II, What Form to File, to read: ``Every labor organization 
subject to the LMRDA, CSRA, or FSA with total annual receipts of 
$450,000 or more must file the Form LM-2. Labor organizations with 
total annual receipts of less than $450,000 may file the simplified 
Form LM-3, if not in trusteeship . . . . Labor organizations with total 
annual receipts of less than $25,000 may file the abbreviated annual 
report Form LM-4, if not in trusteeship.''
    The Department additionally proposes to revise the threshold on 
page 1 of Form LM-3 to read: ``FOR USE ONLY BY LABOR ORGANIZATIONS WITH 
LESS THAN $450,000 IN TOTAL ANNUAL RECEIPTS,'' and the threshold on 
page 4 to read: ``If total receipts reported in Item 44 are $450,000 or 
more, your organization must file Form LM-2 instead of this form.'' The 
thresholds in the corresponding Form LM-3 Instructions, Section II, 
What Form to File, would read: ``Every labor organization subject to 
the LMRDA, CSRA, or FSA with total annual receipts of less than 
$450,000 may file the simplified annual report Form LM-3, if not in 
trusteeship . . . . Labor organizations with less than $25,000 in total 
annual receipts may file the abbreviated 2-page annual report Form LM-
4, if not in trusteeship.'' Further, the threshold listed in the Form 
LM-3 Instructions, Section XII, Labor Organizations that Have Ceased to 
Exist, would read: ``The terminal financial report may be filed on Form 
LM-3 if your organization filed its previous annual report on Form LM-3 
and your organization's total annual receipts, as defined in Section II 
of these instructions, were less than $450,000 for the part of the last 
fiscal year during which your organization existed.''
    The Department additionally proposes to revise the threshold on 
page 1 of Form LM-4 to read: ``FOR USE ONLY BY LABOR ORGANIZATIONS WITH 
LESS THAN $25,000 IN TOTAL ANNUAL RECEIPTS,'' and the threshold in Item 
16 on Form LM-4 to read: ``If $25,000 or more, your organization must 
file Form LM-2 or LM-3 instead of this form.'' The thresholds in the 
corresponding Form LM-4 Instructions, Section II, What Form to File, 
would read: ``Labor organizations with total annual receipts of less 
than $25,000 may file the abbreviated 2-page annual report Form LM-4, 
if not in trusteeship . . . . Labor organizations with $25,000 or more 
in total annual receipts cannot use Form LM-4.'' The threshold in the 
Form LM-4 Instructions, Item 16, would read: ``Note: If the labor 
organization's annual receipts were $25,000 or more, the labor 
organization is not eligible to file Form LM-4[,]'' and the threshold 
in the Form LM-4 Instructions, Section X, Labor Organizations that 
Ceased to Exist, would read: ``The terminal financial report may be 
filed on Form LM-4 if the labor organization filed its previous annual 
report on Form LM-4 and the labor organization's total annual receipts, 
as defined in Section II of these instructions, were less than $25,000 
for the part of the last fiscal year during which the labor 
organization existed.'' It would also note, ``If total annual receipts 
were $25,000 or more the labor organization must use Form LM-2 or LM-
3[.]''
    For the reasons described above, the Department believes that the 
benefits of the proposed changes, particularly the reduction in 
regulatory burden for filers, outweigh any loss of detail in annual 
reporting. By increasing the filing thresholds in a manner 
proportionate to inflation, this rulemaking ensures that only those 
unions whose total receipts have kept pace with inflation remain 
subject to the most detailed reporting requirements. The Department 
invites public comment on this proposed rule, including general and 
specific comment on any aspect of the rule.

III. Procedural Issues and Regulatory Review

A. Review Under Executive Orders 12866

    Executive Order (E.O.) 12866, ``Regulatory Planning and Review,'' 
58

[[Page 28253]]

FR 51735 (Oct. 4, 1993), requires agencies, to the extent permitted by 
law, to (1) propose or adopt a regulation only upon a reasoned 
determination that its benefits justify its costs (recognizing that 
some benefits and costs are difficult to quantify); (2) tailor 
regulations to impose the least burden on society, consistent with 
obtaining regulatory objectives, taking into account, among other 
things, and to the extent practicable, the costs of cumulative 
regulations; (3) select, in choosing among alternative regulatory 
approaches, those approaches that maximize net benefits; (4) to the 
extent feasible, specify performance objectives, rather than specifying 
the behavior or manner of compliance that regulated entities must 
adopt; and (5) identify and assess available alternatives to direct 
regulation, including providing economic incentives to encourage the 
desired behavior, such as user fees or marketable permits, or providing 
information upon which choices can be made by the public.
    Section 6(a) of E.O. 12866 also requires agencies to submit 
``significant regulatory actions'' to OIRA for review. OIRA has 
determined that this proposed rule constitutes a ``significant 
regulatory action'' under section 3(f) of E.O. 12866. Accordingly, this 
proposed rule was submitted to OIRA for review under E.O. 12866.
    The Department expects that, if adopted, this proposal will 
decrease the number of Form LM-2 reports received by 868, based on 
FY2024 Form LM-2 filing data.\3\ Similarly, the Department expects to 
see the number of Form LM-3 filers decrease by 2,089.\4\ Given that the 
Form LM-2 requires approximately 530 hours per response compared to 103 
hours per response for the Form LM-3, the decrease in Form LM-2 filers 
by 868 will result in an estimated reduction of 427 burden hours per 
response for those new Form LM-3 filers, totaling approximately 370,636 
fewer reporting hours annually. Multiplying the approximately 370,636 
reduced burden hours by the estimated average hourly rate \5\ it takes 
to file the Form LM-3, $39.11,\6\ the proposed total cost savings for 
new Form LM-3 filers is $14,495,573.96.
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    \3\ See <a href="https://www.dol.gov/agencies/olms/data">https://www.dol.gov/agencies/olms/data</a>.
    \4\ Id.
    \5\ The estimated average hourly rate is based on average hourly 
salaries of union officers from data collected by OLMS and non-labor 
organization salaries derived from the Bureau of Labor Statistic 
Occupational Employment and Wages Surveys.
    \6\ For OLMS' most recent ICR containing Form LM recordkeeping 
burden, it can be found at <a href="https://www.reginfo.gov/public/do/PRAViewDocument?ref_nbr=202407-1245-001">https://www.reginfo.gov/public/do/PRAViewDocument?ref_nbr=202407-1245-001</a>.
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    Additionally, given that the Form LM-3 requires approximately 103 
hours per response compared to the 9 hours per response for the Form 
LM-4, the decrease in Form LM-3 filers by 2,089 will result in an 
estimated reduction of 94 burden hours per response for those new Form 
LM-4 filers, totaling approximately 196,366 fewer reporting hours 
annually. Multiplying the approximately 196,366 reduced burden hours by 
the estimated average hourly rate it takes to file the Form LM-4, 
$37.38,\7\ the proposed total cost savings for new Form LM-4 filers is 
$7,340,161.08.
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    \7\ Id.
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    The Department estimates that increasing the Form LM-2 and Form LM-
3 thresholds will result in an overall combined reduction of 567,002 
burden hours annually and a total estimated cost savings of 
$21,835,735.04. The Department also expects its proposal to increase 
benefits to the public and to American workers by reducing compliance 
burdens, thereby enabling the regulated community to allocate more 
resources and time to core activities and services.

B. Review Under the Regulatory Flexibility Act

    The Regulatory Flexibility Act (5 U.S.C. 601 et seq.) requires 
preparation of an initial regulatory flexibility analysis (IRFA) and a 
final regulatory flexibility analysis (FRFA) for any rule that by law 
must be proposed for public comment, unless the agency certifies that 
the rule, if promulgated, will not have a significant economic impact 
on a substantial number of small entities.
    The Department is publishing this IRFA in connection with its 
proposed rule to revise the filing thresholds for labor organization 
financial reports required by section 201(b) of the Labor-Management 
Reporting and Disclosure Act (LMRDA), 29 U.S.C. 431(b), and 29 CFR 
403.4. This rule is considered because inflation has substantially 
eroded the real value of existing reporting thresholds, requiring many 
labor organizations with relatively modest annual receipts to file the 
most detailed Form LM-2. The objective of the rule is to realign the 
reporting thresholds with current economic conditions and reduce 
unnecessary regulatory burdens on smaller labor organizations whose 
inflation-adjusted total annual receipts do not justify the current 
filing burdens.
    The Department estimates that the proposed increase in reporting 
thresholds will affect approximately 868 labor organizations that 
currently file Form LM-2, and 2,089 that file Form LM-3. The Department 
believes that all 2,957 of the affected labor organizations may qualify 
as small entities under the Regulatory Flexibility Act. These labor 
organizations would instead be eligible to file the less burdensome 
Form LM-3 and Form LM-4, respectively. The Department estimates this 
will reduce reporting burden by over 567,000 hours annually, yielding 
estimated cost savings exceeding $21.8 million.
    This proposed rule does not impose any new reporting, 
recordkeeping, or other compliance requirements. Rather, it relieves 
burden by increasing the receipts threshold that determines which 
financial report must be filed. The rule does not duplicate, overlap, 
or conflict with other federal rules.
    The Department considered alternatives but determined that 
maintaining the outdated thresholds would perpetuate an unnecessary 
regulatory burden. Other alternatives--such as a smaller threshold 
increase--would not sufficiently reflect inflation over the past 20 to 
30 years and would fail to relieve unnecessary burdens. Because the 
rule is deregulatory and imposes no new requirements, the Department 
does not believe other regulatory alternatives would be appropriate or 
effective.

C. Review Under the Paperwork Reduction Act

    This proposed rule imposes no new information or recordkeeping 
requirements. The Department reviewed the proposed rule under the 
Paperwork Reduction Act. (44 U.S.C. 3501 et seq.). While the proposed 
rule would not increase the number of filers overall, it would reduce 
the burden on many of those filers and change which forms they may 
submit, thus requiring a revision to an existing information 
collection. Thus, the Department will submit a separate notice later 
addressing the modification to OMB Control Number 1245-0003.

D. Review Under Executive Order 13132

    E.O. 13132, ``Federalism,'' 64 FR 43255 (August 10, 1999), imposes 
certain requirements on Federal agencies formulating and implementing 
policies or regulations that preempt State law or that have federalism 
implications. The Executive order requires agencies to examine the 
constitutional and statutory authority supporting any action that would 
limit the policymaking discretion of the States and to carefully assess 
the necessity for such actions. The Executive order also requires 
agencies to have an accountable process to ensure

[[Page 28254]]

meaningful and timely input by State and local officials in the 
development of regulatory policies that have federalism implications.
    The Department has examined this proposed rule and has determined 
that it would not have a substantial direct effect on the States, on 
the relationship between the national government and the States, or on 
the distribution of power and responsibilities among the various levels 
of government.

E. Review Under Executive Order 12988

    With respect to the review of existing regulations and the 
promulgation of new regulations, section 3(a) of E.O. 12988, ``Civil 
Justice Reform,'' imposes on Federal agencies the general duty to 
adhere to the following requirements: (1) eliminate drafting errors and 
ambiguity, (2) write regulations to minimize litigation, (3) provide a 
clear legal standard for affected conduct rather than a general 
standard, and (4) promote simplification and burden reduction. 61 FR 
4729 (Feb. 7, 1996). Regarding the review required by section 3(a), 
section 3(b) of E.O. 12988 specifically requires that Executive 
agencies make every reasonable effort to ensure that the regulation: 
(1) clearly specifies the preemptive effect, if any, (2) clearly 
specifies any effect on existing Federal law or regulation, (3) 
provides a clear legal standard for affected conduct while promoting 
simplification and burden reduction, (4) specifies the retroactive 
effect, if any, (5) adequately defines key terms, and (6) addresses 
other important issues affecting clarity and general draftsmanship 
under any guidelines issued by the Attorney General.
    Section 3(c) of E.O. 12988 requires Executive agencies to review 
regulations in light of applicable standards in section 3(a) and 
section 3(b) to determine whether they are met or it is unreasonable to 
meet one or more of them. The Department has completed the required 
review and determined that, to the extent permitted by law, this 
proposed rule meets the relevant standards of E.O. 12988.

F. Review Under the Unfunded Mandates Reform Act

    Title II of the Unfunded Mandates Reform Act of 1995 (UMRA) 
requires each Federal agency to assess the effects of Federal 
regulatory actions on State, local, and Tribal governments and the 
private sector. Public Law 104-4, sec. 201 (codified at 2 U.S.C. 1531). 
For a regulatory action likely to result in a rule that may cause the 
expenditure by State, local, and Tribal governments, in the aggregate, 
or by the private sector of $100 million or more in any one year 
(adjusted annually for inflation), section 202 of UMRA requires a 
Federal agency to publish a written statement that estimates the 
resulting costs, benefits, and other effects on the national economy. 2 
U.S.C. 1532(a), (b)). The UMRA also requires a Federal agency to 
develop an effective process to permit timely input by elected officers 
of State, local, and Tribal governments on a ``significant Federal 
intergovernmental mandate,'' and requires an agency plan for giving 
notice and opportunity for timely input to potentially affected small 
governments before establishing any requirements that might 
significantly or uniquely affect them. 2 U.S.C. 1534(a).
    The Department examined this proposed rule according to UMRA and 
its statement of policy and determined that the proposed rule does not 
contain a Federal intergovernmental mandate, nor is it expected to 
require expenditures of $100 million or more in any one year by State, 
local, and Tribal governments, in the aggregate, or by the private 
sector. As a result, the analytical requirements of UMRA do not apply.

G. Review Under the Treasury and General Government Appropriations Act, 
1999

    Section 654 of the Treasury and General Government Appropriations 
Act, 1999 (Pub. L. 105-277) requires Federal agencies to issue a Family 
Policymaking Assessment for any rule that may affect family well-being. 
This proposed rule would not have any impact on the autonomy or 
integrity of the family as an institution. Accordingly, the Department 
has concluded that it is not necessary to prepare a Family Policymaking 
Assessment.

H. Review Under Executive Order 12630

    Pursuant to E.O. 12630, ``Governmental Actions and Interference 
with Constitutionally Protected Property Rights,'' 53 FR 8859 (March 
18, 1988), the Department has determined that this proposed rule would 
not result in any takings that might require compensation under the 
Fifth Amendment to the U.S. Constitution.

I. Review Under the Treasury and General Government Appropriations Act, 
2001

    Section 515 of the Treasury and General Government Appropriations 
Act, 2001 (44 U.S.C. 3516, note) provides for Federal agencies to 
review most disseminations of information to the public under 
information quality guidelines established by each agency pursuant to 
general guidelines issued by OMB. OMB's guidelines were published at 67 
FR 8452 (Feb. 22, 2002). The Department has reviewed this proposed rule 
under the OMB guidance and has concluded that it is consistent with 
applicable policies in those guidelines.

J. Review Under Additional Executive Orders and Presidential Memoranda

    The Department has examined this proposed rule and has determined 
that it is consistent with the policies and directives outlined in E.O. 
14154, ``Unleashing American Energy,'' 90 FR 8353 (Jan. 29, 2025); E.O. 
14192, ``Unleashing Prosperity Through Deregulation,'' 90 FR 9065 (Feb. 
6, 2025); and Presidential Memorandum, ``Delivering Emergency Price 
Relief for American Families and Defeating the Cost-of-Living Crisis,'' 
90 FR 8245 (Jan. 28, 2025). This proposed rule is expected to be an 
Executive Order 14192 deregulatory action.

List of Subjects in 29 CFR Part 403

    Labor organizations, Reporting and recordkeeping requirements.

    For the reasons set forth in the preamble, the Department proposes 
to amend part 403 of chapter 4 of title 29 of the Code of Federal 
Regulations, as set forth below:

PART 403--LABOR ORGANIZATION ANNUAL FINANCIAL REPORTS

0
1. The authority citation for part 403 continues to read as follows:

    Authority:  Labor-Management Reporting and Disclosure Act of 
1959, as amended, Public Law 86-257, 73 Stat. 519-546, codified at 
29 U.S.C. 401-531.

0
2. Amend Sec.  403.4 by revising paragraph (a) to read as follows:


Sec.  403.4  Simplified annual reports for smaller labor organizations.

    (a)(1) If a labor organization, not in trusteeship, has gross 
annual receipts totaling less than $450,000 for its fiscal year, it may 
elect, subject to revocation of the privileges as provided in section 
208 of the Act, to file the annual financial report called for in 
section 201(b) of the Act and Sec.  403.3 of this part on United States 
Department of Labor Form LM-3 entitled ``Labor Organization Annual 
Report,'' in accordance with the instructions accompanying such form 
and constituting a part thereof.
    (2) If a labor organization, not in trusteeship, has gross annual 
receipts totaling less than $25,000 for its fiscal year, it may elect, 
subject to revocation of the privileges as provided in section 208 of 
the Act, to file the annual

[[Page 28255]]

financial report called for in section 201(b) of the Act and Sec.  
403.3 on United States Department of Labor Form LM-4 entitled ``Labor 
Organization Annual Report'' in accordance with the instructions 
accompanying such form and constituting a part thereof.
* * * * *

K. Signature

    Signed in Washington, DC.
Elisabeth Messenger,
Director, OLMS.
[FR Doc. 2025-12273 Filed 6-30-25; 8:45 am]
BILLING CODE P


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