The Plan is known as California Winery Workers' Pension Plan. The Plan is a defined benefit pension plan, which provides monthly benefits on retirement to covered employees in the winemaking industry and in allied industries, and to their surviving spouses.

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

Jason Costa
Winery Workers Local 186D
329 Downey Ave
Modesto, CA 95354

Jose Lemus
Winery Workers Local 186D
329 Downey Ave
Modesto, CA 95354

Jacques Loveall
UFCW 8 - Golden State
2200 Professional Drive
Roseville, CA 95661

Luis Martell
Winery Workers Local 186D
329 Downey Ave
Modesto, CA 95354

Eladio Martinez
Winery Workers Local 186D
329 Downey Ave
Modesto, CA 95354

Roberto Ramirez
UFCW 8 - Golden State
3485 W Shaw Ave, Ste 102
Fresno, CA 93711

Eric O. Tovar
UFCW 8 - Golden State
3485 W Shaw Ave, Ste 102
Fresno, CA 93711

Kirk Vogt
UFCW 8 - Golden State
2200 Professional Drive
Roseville, CA 95661

Robert M. Lieber, Esq.
Lieber Lawyers
157 Luke Dr
Napa, CA 94558-6726

Marc C. Mondavi
Charles Krug Winery
PO Box 191
St. Helena, CA 94574-0191

Dianne Nury
Vie Del Company
PO Box 2908
Fresno, CA 93745-2908

Tim Renna
Sun-Maid Growers of California
13525 S Bethel Ave
Kingsburg, CA 93631-9232

Fred Weibel, Jr.
Weibel Vineyards
PO 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 8 - Golden State
2200 Professional Drive
Roseville, CA 95661

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 93721-2216. The telephone number of Benefit Administration Corporation is (559) 225-3030.

The Plan is funded entirely out of employer contributions which are made in amounts determined in collective bargaining agreements between contributing employers and Winery Workers Local Unions Nos. 45D and 186D. No employee contributions are required or permitted. The contributions rates are subject to negotiation by the collective bargaining parties and may change from time to time as they may agree. If the obligation of all participating employers to contribute to this Plan ceases permanently, the Plan shall be deemed terminated, and accrued benefits of all participants shall be non-forfeitable, to the extent funded. If this occurs, the Board of Trustees shall 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 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 participating 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 participating 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, Attorney-at-Law, is legal counsel to the Fund and is its agent for service of process. Her address and telephone number are:

Raphael Shannon Kraw, Esq.
Kraw Law Group
605 Ellis Street, Suite 200
Mountain View, CA 94043-2241
Tel: 650-314-7800

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 Sanwa Bank, and invested in a diversified portfolio under the discretionary investment control of a qualified investment manager selected by the Board of Trustees. The Board has designated McMorgan & Co. as the investment manager.

 

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