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
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Employer
Trustees
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Dolores "Dee" Chacon
Winery Workers Local 186D
329 Downey Ave
Modesto, CA 95354
Arturo Cobian
UFCW 8-Golden State
1910 Mineral Ct
Bakersfield, CA 93308
Jason Costa
Winery Workers Local 186D
329 Downey Ave
Modesto, CA 95354
John Heise
UFCW 8-Golden State
2200 Professional Drive
Roseville, CA 95661
Jose Lemus
Winery Workers Local 186D
329 Downey Ave
Modesto, CA 95354
Jacques Loveall
UFCW 8 - Golden State
2200 Professional Drive
Roseville, CA 95661
Eladio Martinez
Winery Workers Local 186D
329 Downey Ave
Modesto, CA 95354
Kirk Vogt
UFCW 8 - Golden State
2200 Professional Drive
Roseville, CA 95661
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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
6795 N Palm Ave, 2nd Floor Fresno, CA 93704-1088
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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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