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
Brenden Green
IBEW Local 6
55 Fillmore Street
San Fransisco, CA 94117
Russell Au Yeung
55 Fillmore Street
San Francisco, CA 94117
Carlos Salazar, Alternate
55 Fillmore Street
San Francisco, CA 94117
Jose Fuentes Almanza
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
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MANAGEMENT TRUSTEES
Justin Saroyan
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Leonard Lynch, Alternate
555 Gough Street
San Francisco, CA 94102
James Reed
Century Electric
555 Gough Street
San Francisco, CA 94102
Thomas Coleman, Alternate
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Dan Vogl
EJ Weber Electric Company
555 Gough Street
San Francisco, CA 94102
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Plan Manager
Nancy Finegan
EISB, Inc.
720 Market Street, Suite 700
San Francisco, CA 94102
Ph: (415) 263-3670
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Accountant
Jeffrey Goss/Jesse Ward
Miller Kaplan Arase LLP
4123 Lankershim Blvd
North Hollywood, CA 91602 |
Investment Consultant
Dave Vas/Patrick Kuhner
Alan D. Biller & Associates, Inc.
535 Middlefield Rd., Suite 230
Menlo Park, CA 93025 |
Co-Counsel (Labor)
Shawn Groff
Leonard Carder, LLP
1999 Harrison Street, Suite 2700
Oakland, CA 94612 |
Co-Counsel (MGT)
David Crutcher
Attorney at Law
851 Irwin Street, Suite 221
San Rafael, CA 94901 |
Plan Consultant
Melissa Ramos
NWPS/Kaufmann & Goble
160 W. Santa Clara Street, Suite 1550
San Jose, CA 95113 |
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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, Alternate
55 Fillmore Street
San Francisco, CA 94117
Matthew Bamberger
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
Russell Au Yeung
55 Fillmore Street
San Francisco, CA 94117 |
MANAGEMENT TRUSTEES
Justin Saroyan
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Kenneth Paganini
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Dan Boas
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Michael Garner, Alternate
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Thomas Coleman, Alternate
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 |
Actuarial Consultant
Greg Pastino
Foster & Foster Actuaries
184 Shuman Blvd., Ste 305
Naperville, IL 60563 |
Accountant
Jeff Goss
Jessie Ward
Miller Kaplan Arase LLP
4123 Lankershim Blvd
North Hollywood, CA 91602 |
Investment Consultant
David Vas/Patrick Kuhner
Alan D. Biller & Associates, Inc.
535 Middlefield Rd., Suite 230
Menlo Park, CA 94025 |
Co-Counsel (MGT)
David Crutcher
Attorney at Law
851 Irwin Street, Suite 221
San Rafael, CA 94901 |
Co-Counsel (Labor)
Shawn Groff
Leonard Carder, LLP
1999 Harrison Street, Suite 2700
Oakland, CA 94612 |
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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, Alternate
55 Fillmore Street
San Francisco, CA 94117
Matthew Bamberger
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
Russell Au Yeung
55 Fillmore Street
San Francisco, CA 94117 |
MANAGEMENT TRUSTEES
Justin Saroyan
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Kenneth Paganini
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Dan Boas
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Michael Garner, Alternate
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Thomas Coleman, Alternate
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 |
Recordkeeper
Steve Dressel
Fidelity Investments
49 North 400 West
Salt Lake City, UT 84101 |
Accountant
Jeff Goss
Jessie Ward
Miller Kaplan Arase LLP
4123 Lankershim Blvd
North Hollywood, CA 91602 |
Investment Consultant
David Vas/Patrick Kuhner
Alan D. Biller & Associates, Inc.
535 Middlefield Rd., Suite 230
Menlo Park, CA 94025 |
Co-Counsel (MGT)
David Crutcher
Attorney at Law
851 Irwin Street, Suite 221
San Rafael, CA 94901 |
Co-Counsel (Labor)
Shawn Groff
Leonard Carder, LLP
1999 Harrison Street, Suite 2700
Oakland, CA 94612
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