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GENERAL INFORMATION ABOUT THE PLAN

The Plan is known as the California Winery Workers' Pension Plan. It is a defined benefit pension plan, which provides monthly benefits at retirement to covered employees in the winemaking industry and in allied industries, and to their surviving spouses. This booklet has information about the Plan as of July 1, 2009.

The Plan is administered by a Joint Board of Trustees consisting of sixteen Trustees: eight Employee Trustees, four appointed by each of the participating unions, Local Unions Nos. 45D and 186D of the United Food & Commercial Workers Int. Union, Distillery, Winery & Allied Workers Division; and eight Employer Trustees appointed by the Winery Employers' Association. The names and addresses of the present members of the Board of Trustees are as follows:

EMPLOYEE TRUSTEES EMPLOYER TRUSTEES

Mr. Cory Brown
UFCW 8 - Golden State
2918 North West Avenue
Fresno, CA 93705

Mr. Michael Crain
UFCW 8 - Golden State
2918 North West Avenue
Fresno, CA 93705

Mr. Gerry O. Eldridge
UFCW Local No. 186D
329 Downey Avenue
Modesto, CA 95354

Mr. Hugh Franklin
UFCW Local No. 186D
329 Downey Avenue
Modesto, CA 95354

Mr. Jeff Goodwin
UFCW Local No. 186D
329 Downey Avenue
Modesto, CA 95354

Mr. Alan Pegarella
UFCW Local No. 186D
329 Downey Avenue
Modesto, CA 95354

Mr. Roberto Ramirez
UFCW 8 - Golden State
2918 North West Avenue
Fresno, CA 93705

Ms. Cindy Smith
UFCW 8 - Golden State
2918 North West Avenue
Fresno, CA 93705

Mr. Charles Feaver
Sun Maid Raisin Growers
9818 S. Jacobs Avenue
Orange Cove, CA 93646

Mr. Michael Franzia
Bronco Wine Company
P.O. Box 3400
Napa, CA 94558

Robert M. Lieber, Esq.
Margolis & Tisman
601 Montgomery Street, Suite 2030
San Francisco, CA 94111

Mr. Marc C. Mondavi
Charles Krug Winery
P.O. Box 191
St. Helena, CA 94574

Ms. Dianne Nury
Vie Del Company
P.O. Box 2908
Fresno, CA 93745-2908

Mr. Fred Weibel, Jr.
Weibel Winery
P.O. Box 87
Woodbridge, CA 95258-0087

The Plan and the Trust Fund are maintained and administered under the Third Amended Agreement and Declaration of Trust dated December 31, 1988, by and between the Winery Employers' Association and Local Unions Nos. 45D and 186D of the United Food & Commercial Workers' Int. Union, Distillery, Winery & Allied Workers' Division, commonly known as Winery Workers' Locals Nos. 45D and 186D. The address and telephone numbers of the Association and the Local Unions are as follows:

Winery Employers' Association
P.O. Box 10084
Fresno, CA 93745-0084
Telephone: (559) 834-2525

UFCW Winery Workers'
Local Union No. 45D
2918 N. West Avenue
Fresno, CA 93705
Telephone: (559) 226-5045

UFCW Winery Workers'
Local Union No. 186D
329 Downey Avenue
Modesto, CA 95354
Telephone: (209) 524-4245

The Board of Trustees is assisted in the administration of the Fund by Benefit Administration Corporation. The address of the Plan is California Winery Workers' Pension Plan, c/o Benefit Administration Corporation, 955 N Street, Fresno, CA 93721. The telephone number of Benefit Administration Corporation is (559)225-3030.

When the obligation of all participating employers to contribute to this Plan ceased permanently, the Plan was deemed terminated, and accrued benefits of all participants became non-forfeitable, to the extent funded. Since this occurred, the Board of Trustees has and will continue to administer the Plan in accordance with Section 4041A of ERISA. In no event shall any assets of the Plan revert to any employer.

A complete list of the employers formerly maintaining the Plan may be obtained by a participant or beneficiary upon a written request to Benefit Administration Corporation, or may be examined by a participant or beneficiary at the Benefit Administration Corporation office during normal business hours upon reasonable notice. A participant or beneficiary may also request information as to whether a particular employer or employee organization is a plan sponsor, and if so, the sponsor's address. Copies of the Third Amended Agreement and Declaration of Trust and any amendments or successor agreement, and other essential plan documents, may also be obtained or examined through Benefit Administration Corporation. Copies of the collective bargaining agreements may be obtained through the Local Unions or on written request to Benefit Administration Corporation, or may be examined during normal business hours, by a participant or beneficiary, either at a Local Union, or at Benefit Administration Corporation, upon reasonable notice. There may be a charge for copying any document listed above.

The Internal Revenue Service has assigned Employer Identification No. 94-6082915 to the Trust Fund. The Plan itself is Plan No. 001. The Plan Year is currently the calendar year.

Raphael Shannon is legal counsel to the Fund and is its agent for service of process. Her address and telephone number are:

Raphael Shannon, Esq.
McCarthy, Johnson & Miller L. C.
595 Market St., Suite 2200
San Francisco, CA 94105
Telephone: (415) 882-2992.

Service of process may also be made upon any of the members of the Board of Trustees or upon the Administration Office.

Assets of the Plan are held in trust under a written custodial agreement with Union Bank of California, and invested in a diversified portfolio under the discretionary investment control of qualified investment managers selected by the Board of Trustees. The Board has designated Cramer, Rosenthal & McGlynn, Dodge & Cox, Fred Alger, GMO, Intech, iShares Russell 1000 Value Index ETF, PIMCO, Platte River, RREEF America REIT, and Wedge Capital as the investment managers. The Board has also retained R.V. Kuhns & Associates as its investment consultant.

 

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