United Food Commercial Workers Union and
Participating  Food Industry Employers Tri-State Pension Fund

 


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