| Plan Name | |
| United food Commercial Workers Union and Participating Food Industry Employers | |
| Tri-State Pension Fund | |
| Plan Number : 001 | |
| Employer Identification Number : 23-6396097 | |
| Plan Administration : | |
|
The Board of Trustees consists of representatives
from both labor and management. The Board is responsible for the
administration of the Plan. The Trustees are Plan Fiduciaries as defined
under the Employee Retirement Income Security Act of 1974, as amended. The Board of Trustees have engaged a Contract Administrator to oversee the day-to-day administration of the Fund. The Trustees and Administrator are advised by legal counsel, actuaries, accountants, investment managers, and administrative staff in the discharge of their duties. |
|
| BOARD OF TRUSTEES | |
|
Management Trustees |
Employer Trustees |
| Wendell W. Young, IV, President | Daniel Dosenbach |
| UFCW Local 1776 | Director of Labor Relations |
| 3031 A Walton Road, Suite 201 | Acme Markets, Inc. |
| Plymouth Meeting, PA 19462-2334 | 75 Valley Stream Parkway |
| (610) 940-1805 | P.O. Box 3010 |
| Fax (610) 941-9525 | Malvern, PA 19355-0710 |
| wyoungiv@ufcw1776.org | (610) 889-4271 |
| Fax (610) 644-6814 | |
| Daniel.dosenbach@supervalu.com | |
| Brian Covely | H. P. Baker |
| UFCW Local 1360 | Director of Labor Relations |
| 400 Commerce Lane & Route #73 | Acme Markets, Inc. |
| West Berlin, NJ 08091-9253 | 75 Valley Stream Parkway |
| (856) 767-4001 | P.O. Box 3010 |
| Fax (856) 767-1460 | Malvern, PA 19355-0710 |
| websteward@ufcw1360.org | (610) 889-4000 |
| Fax (610) 644-6814 | |
| HP.Baker@supervalu.com | |
| Sam Ferraino, President | Joan Williams |
| UFCW Local 1360 | Labor Relations |
| 400 Commerce Lane & Route #73 | Acme Markets, Inc. |
| West Berlin, NJ 08091-9253 | 75 Valley Stream Parkway |
| (856) 767-4001 | P.O. Box 3010 |
| Fax (856) 767-1460 | Malvern, PA 19355-0710 |
| websteward@ufcw1360.org | (610) 889-4346 |
| Fax (610) 644-6814 | |
| joanm.williams@supervalu.com | |
| Nicholas Farina | William J. Moss |
| Lead Business Representative | The Great A&P Tea Company |
| UFCW Local 1776 | 2 Paragon Drive |
| 3031 A Walton Road, Suite 201 | Montvale, NJ 07645 |
| Plymouth Meeting, PA 19462-2334 | (201) 571-4019 |
| (610)-940-1813 | Fax: (201) -571-8036 |
| Fax (610) 941-9525 | mossw@aptea.com |
| nfarina@ufcw1776.org | |
| Michael McWilliams | Keith Halpern |
| UFCW Local 152 | Sr. Director of Labor Relations |
| One White Horse Center | c/o The Great A&P Tea Company |
| P.O. Box 637 | 2 Paragon Drive |
| Hammonton, NJ 08037-0637 | Montvale, NJ 07645 |
| 609-704-3900 | (201)-571-4022 |
| Fax (609) 704 -2780 | Fax (201) 571-8001 |
| mmcwilliams@ufcwlocal152.org | halpernk@aptea.com |
| Mary Dunne | Derek Kinney |
| Lead Business Representative | Regional Director of Human Resources |
| UFCW Local 1776 | c/o The Great A& P Tea Company |
| 3031 A Walton Road, Suite 201 | 2 Paragon Drive |
| Plymouth Meeting, PA 19462 | Montvale, NJ 07645 |
| (610)- 940-1776 | (201) 571-4018 |
| mdunne@ufcw1776.org | kinneyd@aptea.com |
| Bernadette Williams | Carl Luthke |
| UFCW Local 27 | Labor Relations |
| 1501 Casho Mill Road, Suite 11 | Acme Markets, Inc. |
| Newark, DE 19711 | 75 Valley Stream Parkway |
| (302) 292-6670 ext.13 | Malvern, PA 19355-0710 |
| 1-800-809-4303 | 610-889-4000 |
| Fax (DE) 302-292-6674 | Fax (610) 889-4210 |
| bwilliams@ufcw27.org | carl.luthke@supervalu.com |
| Mark Belland, Esquire | Steven Spenser, Esquire |
| O'Brien, Belland & Bushinsky, LLC | Morgan, Lewis & Bockius |
| The Executive Plaza, Suite 100 | 1701 Market Street |
| 2111 New Road | Philadelphia, PA 19103-2931 |
| Northfield, NJ 08225 | |
| Stuart W. Davidson, Esquire | |
| Debora M. Lerner, Esquire | |
| Wiling, Williams & Davidson | |
| 1845 Walnut Street, 24th Floor | |
| Philadelphia, PA 19103 | |
|
Agent For Service Of Legal Process: |
|
| Regina C. Reardon Contract Administrator | Legal process may also be served upon a Trustee. |
| HealthCare Strategies, Inc. | |
| 3031 B. Walton Road | |
| Plymouth Meeting, PA 19462 | |
| Fund Actuary: | Fund Auditor: |
| William Bishop, FCA, President | Alan Ross & Company, PC |
| The Savitz Organization, Inc. | Certified Public Accountants |
| 1845 Walnut Street | 200 Spring Ridge Drive, Suite 102 |
| Philadelphia, PA 19103-4755 | Wyomissing, PA 19610 |
| Fund Custodian: | |
| Larry Fumarolo | |
| Northern Trust Company | |
| 50 South LaSalle St. | |
| Chicago, IL 60675 | |
|
Investment Managers: |
|
| Bank of Ireland Asset Mgmt Limited | Lazard Freres Asset Management |
| 300 First Stamford Place | 30 Rockefeller Plaza, 57th Floor |
| Stamford, CT 06902 | New York, NY 10020 |
| Loomis Sayles Co., L. P. | Turner Investment Partners, Inc. |
| One Financial Center | 1205 Westlakes Drive, Suite 100 |
| Boston, MA 02111 | Berwyn, PA 19312 |
| Cooke & Bieler | Batterymarch Fin. Mgmt.,Inc. |
| 1700 Market Street, Suite 3222 | 200 Claredon Street |
| Philadelphia, PA 19103 | Boston, MA 02116 |
| Emerald Advisers Inc. | Iridian Asset Management, LLC |
| 1703 Oregon Pike Suite 101 | 276 Post Road West |
| Lancaster, PA 17601 | Westport, CT 06880-4704 |
| MFS Asset Management Group | Johnston Asset |
| 500 Boylston Street | 300 Atlantic Street, Suite 1102 |
| Boston, MA 02116 | Stamford, CT 06901 |
| Ryan Labs, Inc. | |
| 88 Pine Street, 32nd Floor | |
| New York, NY 10005 | |