Trustees Greeting

Greetings To All Participants:

We welcome you to the ITPEU Annual Benefit Plan. We are pleased to present you with this booklet describing the Plan.

The Plan is financed entirely by employer contributions made in accordance with the collective bargaining agreements between the Industrial Technical and Professional Employees Union, AFL-CIO (ITPEU) and the Employers. The Plan complies with the Employee Retirement Income Security Act of 1974 (ERISA), as amended.

The administrator of the Plan is the Board of Trustees of the ITPEU Annual Benefit Fund. The Board of Trustees in turn has engaged a contract administrator, M.S. Administrators, Inc. d/b/a ERISA Systems, 216 North Avenue East, Cranford, New Jersey 07016, telephone # (908) 276-0800, to handle the day-to-day administration of the Plan. The Plan also has the following web site –WWW.ITPEUBENEFITS.ORG.

A summary of the Plan's provisions and a brief discussion of some general facts of interest to you are presented in this booklet. To make this information as clear as possible, we have attempted to write the booklet in simple, straightforward language.

Part I of this booklet is a section entitled "About The Plan" which contains a general description of the Plan and important information regarding the way in which the Plan is administered. Part II of the booklet is a section entitled "Summary Plan Description" which describes the benefits provided by the Plan, eligibility for such benefits and how benefits are paid.

In describing your Annual Benefit Plan in brief form, however, it is not possible to explain each and every detail. Accordingly, Part III of this Booklet contains the official text of the Plan Document which provides a complete statement of your rights under the Plan.

The benefits described in this booklet are in effect on the date that this booklet is published.

We suggest that you share this booklet with your family since they may have an interest in the Plan. Keep the booklet for future reference and let members of your family know where this booklet is being kept.

If you have any questions, the Contract Administrator would be happy to answer them.

Sincerely,

The Board of Trustees

Minimize

Board of Trustees

Employers

John Morgan, Co-Chairman
Hal Sherley, Vice Co-Chairman

Employer Trustees

Jay Lipscomb
IM, Inc.

John Morgan 
Xcel Protective Services, Inc.



Harold Sherley
North Bay Industries

Don James
Food Service, Inc. of Gainesville , Ga.

Union

Dennis R. Arrington, Co-Chairman
Dennis Conley, Vice Co-Chairman 
 
Union Trustees

Dennis R. Arrington
ITPEU/OPEIU Local 4873, AFL-CIO
P.O. Box 22699            

Savannah, GA 31403
912-232-6181

Dennis Conley
ITPEU/OPEIU Local 4873, AFL-CIO
P.O. Box 22699
Savannah, GA 31403
912-232-6181

Ruthie T. Jones
ITPEU/OPEIU Local 4873, AFL-CIO
3181 S. Highland Dr. #807
Las Vegas, NV 89146
702-384-7171

Cindy Diehm
ITPEU/OPEIU Local 4873, AFL-CIO
P.O.Box 370
Spring Lake, NC 28390
910-497-1661

Jose Serrano, Jr.
ITPEU/OPEIU Local 4873, AFL-CIO
6070 Gateway East, Suite 500-U
El Paso, TX  79905
915-783-0110

Wilma Zimmerman
ITPEU/OPEIU Local 4873, AFL-CIO
P.O. Box 91819
Louisville, KY 40291
502-231-2833

Lena Bailey
ITPEU/OPEIU Local 4873, AFL-CIO
9107 Marbach Road, Suite 110
San Antonio, TX  78245
210-673-5036

 


The Trustees of the Fund, or such Committees of Trustees or other representatives as they shall designate, shall have full authority in their absolute discretion to determine the nature and amount of benefits to be provided by the Plan, eligibility to participate in the Plan and eligibility to receive benefits from the Plan, together with all questions, policies and procedures relating thereto. All such decisions and determinations of the Trustees or their designees shall be final and binding on all participants, beneficiaries and any other interested parties.

Board of Trustee's Employee Identification Number 11-2823324

Plan Number: 501
Plan Year: April 1 through March 31