Bus Driver Asks National Labor Relations Board to Overturn “Merger Doctrine” Used by Union Bosses to Block Worker-Requested Votes
By “merging” smaller individual bargaining units into mega-units, union officials block workers’ right to escape unwanted “representation” and forced dues
Battle Ground, Washington (February 14, 2025) – Theresa Hause, a school bus driver for First Student Inc. in Battle Ground, Washington, has just filed an appeal asking the National Labor Relations Board (NLRB) in Washington, DC, to overturn the so-called “merger doctrine” that is being used to block Hause and her colleagues from holding a vote to end forced union dues at their workplace. Hause’s Request for Review was filed with free legal assistance from National Right to Work Legal Defense Foundation staff attorneys.
The NLRB’s non-statutory “merger doctrine” allows union officials to “merge” employees in a smaller bargaining unit into much larger one. This legal tactic prevents rank-and-file employees exercising their rights under federal law to hold votes to remove unions (known as “decertification elections”) or to end forced-union dues requirements (known as “deauthorization elections”).
Because employees are suddenly part of a much larger and frequently geographically-dispersed “bargaining unit” with workers they have never met and likely don’t even know the names of, once “merged” it becomes effectively impossible for employees to ever reach the 30% threshold of signatures needed to trigger decertificiation or deauthorization elections.
Teamsters and other union officials frequently use non-statutory “merger doctrine” to trap workers in union ranks, forced-dues payments
In previous First Student cases, the “merger doctrine” was wielded by Teamsters officials to block votes at multiple locations on the grounds the workers there were actually part of one massive bargaining unit with over 22,000 drivers in over 100 locations in 33 different states. In another example, a group of less than 10 Wisconsin workers filed a majority-backed petition to remove (i.e. “decertify”) the Teamsters as soon as allowed by federal law, only to be stymied by the “merger doctrine” because they had been secretly “merged” into a multi-company unit of around 24,000 workers.
Hause’s request to end the non-statutory “merger doctrine” follows a decision by a NLRB Regional Director applying the doctrine to her request for a deauthorization election to end Teamsters Local 58 union officials power to require all drivers to pay fees or else be fired. Such a vote is necessary because Hause and her colleagues work in Washington State, which lacks Right to Work protections that make union financial support strictly voluntary.
Hause collected signatures from over 30% of First Student drivers at the facilities in Battle Ground and Hockinson, which is the unit originally organized by Teamsters Local 58 before First Student was even the employer. Rather than let the vote take place, Teamsters lawyers invoked the merger doctrine to disenfranchise the drivers. The Teamsters lawyers argued Hause and her coworkers are only a tiny fraction of First Student drivers under a “National Master First Student Agreement” involving Teamster affiliates across the country.
After the Regional Director sided with the Teamsters to block the workers from voting, an appeal was filed to the five-seat National Labor Relations Board in Washington, DC. Currently the NLRB lacks a quorum to act because there are only two Board members. However, President Trump could appoint three new Members who could then rule on Hause’s request for review once they are confirmed by the United States Senate.
“This case shows how Teamsters bosses, aided by biased NLRB-concocted rules, disenfranchise workers and trap them in union ranks and forced dues payments, effectively in perpetuity,” said National Right to Work Foundation President Mark Mix. “It’s time for the NLRB to overhaul the arbitrary rules, including the so-called ‘merger doctrine,’ that are being used to eviscerate workers’ statutory rights under the National Labor Relations Act to hold a vote to remove a union opposed by a majority of employees or vote to end forced-dues requirements.”
“Quickly ending the ‘merger doctrine’ would be an excellent way for the incoming Trump NLRB majority to signal that, instead of prioritizing coercive union boss power as the Biden NLRB did, the Trump Labor Board will be putting employee rights and freedoms front and center,” added Mix.
Boeing Technician Files Federal Lawsuit Against Machinists Union Over Illegal Forced Dues Demands
Instead of reducing nonmember worker’s payments in accordance with Supreme Court precedent, union bosses charged him arbitrary higher amount
Seattle, WA (May 24, 2022) – With free legal aid from the National Right to Work Legal Defense Foundation, Seattle Boeing technician Don Zueger is suing International Association of Machinists (IAM) union officials in federal court for violating his right to refrain from paying for unwanted union activities.
Zueger, who is not a member of the IAM union, is defending his right under the Foundation-won 1988 CWA v. Beck U.S. Supreme Court decision, in which the Court ruled that union officials cannot charge full union dues to objecting private sector workers who have abstained from formal union membership. Under Beck, union officials can only charge union nonmembers “fees” which exclude expenses for things like union political activities.
Because Washington State lacks Right to Work protections for its private sector workers, nonmembers like Zueger can be forced to pay the reduced amount under Beck as a condition of keeping their jobs. In Right to Work states, in contrast, union membership and all union financial support are strictly voluntary.
IAM Officials Continue to Overcharge Worker in Violation of His Rights
According to Zueger’s lawsuit, filed in the U.S. District Court for the Western District of Washington, he submitted a request to IAM union officials in February resigning his union membership and asking for his dues payments to be reduced under Beck.
Zueger’s lawsuit reports that IAM officials’ response to his Beck request claimed that, under IAM’s nationwide policy, the portion of union dues he is required to pay is based on averages of selected audits that in each case include nine other local and district IAM affiliates. This means the forced union fee amount is not calculated using the actual amounts determined in the audits of the local and district IAM affiliates that Zueger is required to fund as a condition of employment. Unsurprisingly, this resulted in Zueger’s dues reduction being significantly less than it would have been had union officials only used the audits for the district and local affiliates Zueger is forced to fund.
According to his lawsuit, union officials are still demanding from Zueger dues in excess of the amount Beck permits. The lawsuit seeks to force IAM union bosses to return all money demanded in violation of Beck and to properly reduce his future union payments in accordance with Beck.
Workers Should Be Wary of Illegal Union Dues Schemes as Union Political Activity Increases
Zueger’s lawsuit comes after union bosses spent near-record sums on politics during the 2020 election cycle. A report by the National Institute for Labor Relations Research (NILRR) released in 2021 revealed that union officials’ own Department of Labor filings show about $2 billion in political spending during the 2020 cycle, primarily from dues-stocked union general treasuries. Moreover, other estimates strongly suggest that actual union spending on political and lobbying activities actually topped $12 billion in 2019-2020.
“It doesn’t take a rocket scientist to figure out when union officials are trying to strong-arm employees into subsidizing union activities, including politics, against their will. IAM officials’ nonmember dues scheme doesn’t pass the smell test,” commented National Right to Work Foundation President Mark Mix. “While we’re proud to help Mr. Zueger defend his Beck rights, ultimately no American worker should be forced to pay fees determined by the whims of union officials simply in order to keep their jobs.”
“This case shows why Right to Work laws are needed nationwide to ensure that the decision to join or financially support a union is strictly a matter of each individual worker’s own conscience. Workers should be especially aware of attempts by union officials to force them to fund union activities as union political activity heats up in advance of this year’s elections,” Mix added.








