Trust Information

Please choose a Plan whose contact/trust information you would like to view:
Health & Welfare Trust , Defined Benefit Plan, Defined Contribution Plan.


Health & Welfare Trust

Name of Plan:

The name of this Plan is The San Francisco Electrical Workers Health & Welfare Trust.

Type of Plan:

This is a health care plan, providing the following kinds of benefits: Medical, Dental, Vision and Death Benefits.

Plan Administrator:

The official Plan Administrator is the Joint Board of Trustees, half of whom are union representatives and half of whom are employer representatives.

Phone:

(415) 263-3670

Address:

720 Market Street, Suite 700
San Francisco, CA 94102
(415) 263-3670

Trustees

LABOR TRUSTEES

John Doherty
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

Michael McKenna
55 Fillmore Street
San Francisco, CA 94117

Kevin Hughes
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

Jose Fuentes Almanza
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

MANAGEMENT TRUSTEES

Thomas Coleman
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102

Leonard Lynch
555 Gough Street
San Francisco, CA 94102

James Reed
Century Electric
555 Gough Street
San Francisco, CA 94102

Alternate:
Ernie Ulibarri
Barri Electric
555 Gough Street
San Francisco, CA 94102

Plan Manager
Nancy Finegan
EISB, Inc.
720 Market Street, Suite 700
San Francisco, CA 94102
Ph: (415) 263-3670
Fax: (415) 263-3672
Actuarial Consultant
Sid Kaufmann/Marci Vukson
Kaufmann & Goble Associates
160 W. Santa Clara St. STE 1550
San Jose, CA 95113
Accountant
Jeff Goss
Miller, Kaplan, Arase & Co.
4123 Lankershim Blvd
North Hollywood CA 91602
Investment Consultant
Ken Tsuboi
Alan D. Biller & Associates, Inc.
535 Middlefield Rd., Suite 230
Menlo Park, CA 93025
Co-Counsel (Labor)
Chris Hwang/Peter Saltzman
Leonard Carder, LLP
1188 Franklin ST., Ste 201
San Francisco, CA 94109
Co-Counsel (Management)
David Crutcher
Attorney at Law
4040 Civic Center Dr., #200
San Rafael, CA 94903

 


Return to Top of Page


Defined Benefit Plan

Name of Plan:

The name of the Plan is the Northern California Electrical Workers Pension Plan.

Plan Administrators:

The Board of Trustees of the Pension Plan is the Plan Administrator of the Plan. The Board is responsible for ensuring that information regarding the Plan is reported to governmental agencies and disclosed to the Plan Participants and beneficiaries in accordance with the requirements of ERISA.

Agent for the Service of Legal Process:

Electrical Industry Service Bureau (EISB)
c/o Nancy Finegan
Northern California Electrical Worker Pension Plan

Address:

720 Market Street, Suite 700
San Francisco, CA 94102
(415) 263-3670

Trustees:

LABOR TRUSTEES

John Doherty
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

Michael McKenna
55 Fillmore Street
San Francisco, CA 94117

Matthew Bamberger
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

Alternate:
Jeff Hawthorne
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

MANAGEMENT TRUSTEES

Thomas Coleman
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102

Kenneth Paganini
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102

James Young
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102

Alternate:
Michael Garner
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102


Plan Manager
Nancy Finegan
EISB, Inc.
720 Market Street, Suite 700
San Francisco, CA 94102
Ph: (415) 263-3670
Fax: (415) 263-3672
Actuarial Consultant
Greg Pastino
The Savitz Organization
1845 Walnut St.,
Philadelphia, PA 19103
Accountant
Jeff Goss
Miller, Kaplan, Arase & Co.
4123 Lankershim Blvd
North Hollywood CA 91602
Investment Consultant
Dave Vas
Alan D. Biller & Associates, Inc.
535 Middlefield Rd., Suite 230
Menlo Park, CA 93025
Co-Counsel (Labor)
Chris Hwang/Peter Saltzman
Leonard Carder, LLP
1188 Franklin ST., Ste 201
San Francisco, CA 94109
Co-Counsel (Management)
David Crutcher
Attorney at Law
4040 Civic Center Dr., #200
San Rafael, CA 94903

 

Return to Top of Page


Defined Contribution Plan

Name and Type of Plan:

The name of the Plan is the San Francisco Electrical Workers Retirement Savings Plan. The Plan is a profit sharing plan exempt from income tax under Section 401(a) of the Internal Revenue Code. In addition, the Plan contains a "cash or deferred arrangement" (CODA authorized under Section 401(k) of the Internal Revenue Code.

Plan Administrators:

The Board of Trustees is the Plan Administrator of the Plan. The Board is responsible for ensuring that information regarding the Plan is reported to governmental agencies and disclosed to Plan Participants and beneficiaries in accordance with ERISA.

Agent for the Service of Legal Process:

E.I.S.B.
c/o Nancy Finegan
Northern California Electrical Worker Pension Plan

Service of legal process may also be made upon the Plan's legal counsel, a Plan Trustee, or the Board of Trustees, at the addresses listed below.

Address:

720 Market Street, Suite 700
San Francisco, CA 94102
(415) 263-3670

Trustees:

LABOR TRUSTEES

John Doherty
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

Michael McKenna
55 Fillmore Street
San Francisco, CA 94117

Matthew Bamberger
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

Alternate:
Jeff Hawthorne
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117

MANAGEMENT TRUSTEES

Thomas Coleman
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102

Kenneth Paganini
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102

James Young
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102

Alternate:
Michael Garner
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102


Plan Manager
Nancy Finegan
EISB, Inc.
720 Market Street, Suite 700
San Francisco, CA 94102
Ph: (415) 263-3670
Fax: (415) 263-3672
Actuarial Consultant
Greg Pastino
The Savitz Organization
1845 Walnut St.,
Philadelphia, PA 19103
Accountant
Jeff Goss
Miller, Kaplan, Arase & Co.
4123 Lankershim Blvd
North Hollywood CA 91602
Investment Consultant
Dave Vas
Alan D. Biller & Associates, Inc.
535 Middlefield Rd., Suite 230
Menlo Park, CA 93025
Co-Counsel (Labor)
Chris Hwang/Peter Saltzman
Leonard Carder, LLP
1188 Franklin ST., Ste 201
San Francisco, CA 94109
Co-Counsel (Management)
David Crutcher
Attorney at Law
4040 Civic Center Dr., #200
San Rafael, CA 94903

 


Return to Top of Page