New York State Teamsters Council . HeaUh and Hospital Fund 

New York State Teamsters Conference 

Pension and Retirement Fund 

September 23, 2015 

Mr. Gary Caldwell 

ABF Freight System, Inc. 

P.O. Box 10048 

Ft. Smith, AR 72917-0048 

gcaldwell@freight.abf.com 

Mr. Chris Toole 

Mailing Address: 

PO Box 4928 

Syracuse, NY 13221-4928 

Telephone:315.455.9790 

Fax: 315.455.1237 

E-mail: bene11 ts@nytfund.org 

Union Chairman, New York State Supplemental Freight Agreement 

Teamsters Local Union No. 118 

130 Metro Park 

Rochester, NY 14623 

ctoole@teamsterslocal118.org 

Re: National Master Freight Agreement Contribution Increase- August 1, 2015 

Dear Gary and Chris: 

Regarding the 'up to $1.00" allocation of the August 1, 2015 contribution increase, the 

Funds received the attached notice dated September 22, 2015 from the Joint National 

Master Committee approving the proposed allocation. 

The letter approves a Pension Fund allocation of $.7244 per hour and a Health Fund 

allocation of $.2756 per hour. In addition the Pension Fund has been notified that the 

negotiating parties agreed to reallocate a certain portion of the employees' wages to pay 

for the additional pension contribution requirement for Schedule E participation. For the 

period effective August 1, 2015, Schedule E requires a contribution increase of $1.0388 

per hour, therefore the employee's re-allocation will be $.3144 per hour. 

This will bring the respective rates as of August 1, 2015 to: 

NYS Teamsters Conjere11ce Pe11sion & Retireme11t Fu11d 

$13.6299/hour- $545.20/week 

NYS Teamsters Council Health & Hospital Fund 

$74.42 per day - $297.68 per week 

BOARD OF 

TRUSTEES 

Employer 

Representatives 

MichaelS. Scalzo, Sr. 

Co-Chairman 

Broad Brook, CT 

Robert L. Schaeffer 

Bernville, PA 

Daniel W. Schmidt 

Lebanon, PA 

Tom J. Ventura 

Overland Park, KS 

Labor 

Representatives 

John A. Bulgaro 

Co-Chairman Albany, NY 

Brian K. H ammond 

Potsdam, NY 

Paul A. Marl<witz 

Rochester. NY 

Mark D. May 

Syracuse, NY 

PARTICIPATING 

TEAMSTER 

LOCALS 

118 Rochester, NY 

264 Cheektowaga, NY 

294 Albany, NY 

317 Syracuse, NY 

355 Baltimore, MD 

445 Newburgh, NY 

449 Buffalo, NY 

529 Elmira, NY 

560 Union City, NJ 

687 Potsdam, NY 

812 Great Neck, NY 

1149 Baldwinsville, NY 
Redacted by the U.S. Department of 

the Treasury
Redacted by the U.S. Department of the 

Treasury

Redacted by the U.S. Department of the Treasury
THE NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 

PARTICIPATION AGREEMENT 

1. (a) This Participation Agreement, executed by the undersigned Teamsters Local Union (hereinafter "Union") and 

Employer, is the basis for participation in the New York State Teamsters Conference Pension & Retirement Fund 

(hereinafter "Fund"). The Employer, its participating employees, and the Union, as a condition of participation in 

this Fund, are bound by all of the rules and regulations of the Fund now and/or hereafter adopted. 

(b) The Employer and Union understand and agree that the Fund contributions shall be made, as set forth herein, 

on all employees doing bargaining unit work, irrespective of whether said employees are full-time, part-time, casual 

or seasonal, except as is otherwise provided herein. No agreement between the Employer and the Union shall alter 

this rule or any other rule or provision of this Participation Agreement. 

(c) The Employer agrees to contribute as follows, not to exceed the maximum: 

Covered Group of Employees (Define) ~R:.!:::e.;:.ou~l~a:!.._r _______ _ 

Rates of Contribution: 

Effective 

Effective 

Effective 

Effective 

Effective 

8/1108 

8/l/09 

8/l/10 

8/l/ll 

8/l/12 

Hourly Weekly 

To be determined by the Board of Trustees 

To be determined by the Board of Trustees 

To be determined by the Board of Tmstees 

To be determined by the Board of Tmstees 

To be determined by the Board of Trustees 

Covered Employees: [8] Bargaining D Non-Bargaining 

CONTRACT TYPE: 

D 

[8] 

D 

D 

D 

D 

UPS 

FREIGHT- National 

FREIGHT - Area 

CONSTRUCTION 

MUNICIPAL 

OTHER 

Contributions begin on all employees from the first hour of the first day of employment. 

Formula for Road Drivers Contributions: Total miles driven in a tour of duty divided by 25 miles per hour 

equals hours per trip. 

(d) All such payments to be made to the Fund are to be received by the Fund office on or before the tenth (lOth) 

day of the month following the month in which said monies were accmed, except when otherwise agreed by the 

Fund, but not to exceed by the end of the same month due. 

2. Failure on the part of the Employer to timely contribute on any of its employees as specified herein shall make the 

Employer liable for all employee benefit claims which are incurred during the period of delinquency, damages, 

reimbursement to the Fund for the Fund's attorneys' fees, auditors' fees, court costs, disbursements and expenses 

incurred by the Fund in recovering the above. In addition, the Employer must pay all arrears due the Fund together 

with liquidated damages in the sum of ten percent (10%) of the delinquent amount. The late payment of any 

delinquency by the Employer shall not in any way relieve it from the obligations set forth above. In addition, when 

the Employer is notified in writing by the Fund that it is delinquent, the Employer must immediately pay the 

delinquent amount to the Fund. After said payment, the Employer may appeal the Fund's decision to the Board of 

Trustees, whose decision shall be final and binding. In the event of failure of the Employer to comply with any of 

1 
the mles of the Fund, the Employer and all its participating employees, at the Fund's sole discretion, shall cease to 

participate in the Fund, and the Employer shall be responsible for all the benefits and all other charges specified 

herein. 

3. The Fund may, at any time, audit the payroll records of any and all employees of the Employer at a time mutually 

agreed upon at no extra charge to the Employer. In the event it is found that the Employer has not fully complied 

with the Fund mles and/or provisions of this Participation Agreement, the Employer shall pay the full cost of the 

audit that has been performed by the Fund. In addition, the Employer shall be responsible as set forth in this 

Participation Agreement and the Fund's rules, regulations and/or collection policies. 

4. The Fund shall be open to participation by any group of members belonging to a participating Union that fully 

complies with all rules and regulations of the Fund. In addition, the Employer may contribute to the Fund for 

employees working outside the jurisdiction of the collective bargaining agreement in the amount indicated above. 

However, if these employees are included, the Employer agrees to make contributions on all employees in this 

category subject to the same conditions and on the same basis as is provided in this Participation Agreement, and the 

Employer also agrees to continue to make contributions on all these employees for as long as there shall be a 

collective bargaining agreement between the Employer and the Union, subject to any and all rules and regulations or 

decisions covering this group that are issued by the Fund. The Employer must request in writing and receive written 

approval from the Fund in order to have these non-covered employees included. Such request must specifically 

define the category or categories involved. 

5. Should any of the provisions of this Participation Agreement be declared to be in violation of the LaborManagement Relations Act of 1947, as amended, or any other State or Federal statute or regulation, such declaration 

shall in no way impair the effectiveness or continuity of the rest of the provisions of this Participation Agreement and 

such provisions are hereby expressly declared to be saved from such illegality. 

6. Payments to the Fund must be made by the Employer for all compensable vacation and holiday time up to a 

maximum of one full calendar year. 

7. If an employee is granted a leave of absence, the Employer shall collect from said employee, prior to the leave of 

absence being effective, sufficient monies to pay the required contributions during the period of absence and such 

monies shall thereafter be promptly forwarded to the Fund in accordance with the rules of the Fund. In the event the 

Employer grants a leave and does not so comply, the Employer must pay the contributions subject to all other 

requirements in paragraph 2 herein. 

8. The Employer agrees to furnish such information as may be necessary to enable the Fund to carry out its duties. 

9. If a regular employee is absent because of illness or off-the-job injury and notifies the Employer of such absence, 

the Employer shall continue to make the required contributions for a period of four (4) weeks. If a regular employee 

is injured on the job, the Employer shall continue to pay the required contributions until such employee returns to 

work. However, such contributions shall not be paid for a period of more than~ weeks. 

10. All actions and proceedings commenced or initiated by any claimant, applicant, employee, participant, the Union 

or the Employer, or their agents, successors or assigns, against the Fund, the Tmstees thereof or any employee, 

service provider, representative or agent thereof, and all actions and proceedings commenced by or on behalf of said 

Tmstees against any claimant, applicant, employee, participant, the Union or the Employer pertaining to the Fund in 

any manner, shall be brought in the appropriate court in the County of Onondaga, New York or other applicable 

tribunal located therein except where otherwise provided herein. In regard to withdrawal liability arbitration 

proceedings, all such arbitrations shall be initiated in the New York, New York regional office of the American 

Arbitration Association and all hearings and related proceedings shall be conducted in Syracuse, New York. In 

2 
Redacted by the U.S. Department of the Treasury Redacted by the U.S. Department of the Treasury Redacted by the U.S. 

Department of the Treasury
. New York State Teamsters Council . Health and Hospital Fund 

New York State Teamsters Conference 

Pension and Retirement Fund 

September 23, 20 15 

Mr. Gary Caldwell 

ABF Freight System, Inc. 

P.O. Box 10048 

Ft. Smith, AR 72917-0048 

gcaldwell@freight.abf.com 

Mr. Chris Toole 

Mailing Address: 

PO Box 4928 

Syracuse, NY 13221-4928 

Telephone:3 15.455.9790 

Fa"<: 315.455.1237 

E-mail: benetits@nytfund.org 

Union Chairman, New York State Supplemental Freight Agreement 

Teamsters Local Union No. 118 

130 Metro Park 

Rochester, NY 14623 

ctoole@teamstersloca11 18.org 

Re: National Master Freight Agreement Contribution Increase - August 1, 2015 

Dear Gary and Chris: 

Regarding the 'up to $1.00" allocation of the August 1, 2015 contribution increase, the 

Funds received the attached notice dated September 22, 2015 from the Joint National 

Master Committee approving the proposed allocation. 

The letter approves a Pension Fund allocation of $.7244 per hour and a Health Fund 

allocation of $.2756 per hour. In addition the Pension Fund has been notified that the 

negotiating parties agreed to reallocate a certain portion of the employees' wages to pay 

for the additional pension contribution requirement for Schedule E participation. For the 

period effective August 1, 2015, Schedule E requires a contribution increase of $1.0388 

per hour, therefore the employee's re-allocation will be $.3144 per hour. 

This will bring the respective rates as of August 1, 2015 to: 

NYS Teamsters Conference Pension & Retirement Fund 

$13. 6299/ltour - $545.20/week · 

NYS Teamsters Council Health & Hospital Fund 

$74.42 per day- $297.68 per week 

BOARD OF 

TRUSTEES 

Employer 

Representatives 

Michael S. Scalzo, Sr. 

Co-Chairman 

Broad Brook, CT 

Robert L. Schaeffer 

Bernville, PA 

Daniel W. Schmidt 

Lebanon,PA 

Tom J. Ventura 

Overland Park, KS 

Labor 

Representatives 

John A. Bulgaro 

Co-Chairman 

Albany, NY 

Brian K. Hnmmond 

Potsdam, NY 

Pa ul A. Markwitz 

Rochester. NY 

Mark D. May 

Syracuse, NY 

PARTICIPATING 

TEAMSTER 

LOCALS 

118 Rochester. NY 

264 Cheektowaga, NY 

294 Albany, NY 

317 Syracuse, NY 

355 Baltimore, MD 

445 Newburgh, NY 

449 Buffalo, NY 

529 Elmira, NY 

560 Union City, NJ 

687 Potsdam, NY 

812 Great Neck, NY 

1149 Baldwinsville, NY 
Redacted by the U.S. Department of the Treasury
Redacted by the U.S. Department of the 

Treasury

Redacted by the U.S. Department of the 

Treasury
THE NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 

PAf.!TICIPATIO~ AGREI:MENT 

I. (a) This Participation Ag1-ccmcut. cxecult:d hy the undersignl'li '1\nmst.::r:; Loc:~l Union (hercil;alicr .. Union··) nnd Employer. 

is the basis for participation in thl! New York Stale Tenmste:s Conference Pension & Retirement Fund (hereinafter ··Fund'"). 

The Employer. its participating emplnyL'I!S. ncld the Union. as a t:onditio·t of participation in this Fund. arc bound by this 

Participation Agreement. the Tru~t Agrecmcl11. Plan document!' an.J nil of the rules and regulation!' of the Fund ne>w antVor 

hercalicr ndoptcd by the 13o:trd or'fn,stces. 

(b) ·nte Employer ami Union understand ami agree that lite Fund contributions shall be matte. ns set forth herein. <•n nil 

employees doing bargaining unit work. irrcsrectivc of whether snid emp oyel.'S arc full-time. pnrHimc. casual or sea~onal. 

except as is otherwise provitlcd herein. No <~!~rcement between the Employer nnd the Union shall alter this rule or nny other 

rule or provision of this Partidpntion Agrccml!nt. 

(c) Th~ Employer agrees tu contribute ns follows. not to exceed tlw muximum: 

. _ _ Adams Expn~ss Inc.-

Covered Group ol Employees (Ddtnc) #9392 

60 ivlunth 60 Month Dl3 

Rehabilitation o~ath {$.05 if Tow I 

Schedule Benefit Rates or C ontril)ution: Ho·Jrh· elected) Hourtr Wee~ 

Dcf.-llllt ~ Yes 0 E11'cctin- 11/0I'iOIS 2.1:> 2. 12 14.80 ----- ---- Schedule A 0 No ~ Elli!ctin- ---- --- Schedule 13 0 t::m:ctiH· -·--- ---- Sdt~dule C 0 Elli!ctin· ---- ---- ---- ScheduleD 0 Elli!cti,·c - --- ---- Schedule E 0 El1i!ctiw ---- --- Schedule G 0 Etli!ctiH' ---- ----

Contract Type: 0UPS 0 Frcil.!ht-Nmional [] Construction 0 Municipal ~Other 

Covered Employees: [!] Bargaining 0 N0n·B<1rgaining 

Contributions begin on all employees ln•m tlw lirst hour or tile lirst d.ly of employment. 

Formula lor Road Drivers Contributinm: T<,tal miles driva:n in a tour of duty divided by 25 miles per hour equals hours 

per trip. 

(d) All such payments to be made to the Flmd ar..: to be rccci•ted by the Fund oflicc on or bclhrc the tenth (I Oth) day o r the 

month fo llowing the month in which said m<mies \\We nccrued. except "hen otherwisl! ngrccd hy the Fund. but not to e:-:ceed 

by the end of the same month due. 

2. r-nilurc on the part or the Empluyn to timely contribute on tlll!' of its employees as specified n!in shnllmnke the Smployer 

linble for all employee bene lit claims which :m· incurred during the period or delinqucn~.:y. damages. reimbursement to the Fund 

for the Fund's attorneys· li:es. uuditNs· fcc:>. coun costs. disbunc111ents ard expenses incurred by the Fund in rccon:ring the 

above. In addition. the Employer must pay all nrrems due the Fund together with liquidated damages in the sum of ten percent 

(I 0%) of the delinquent mlltllllll. Tlu: hnc pay1:1cnt <)f any d~linqu y b) the Employer shall not in nny wny relieve it li·01n the 

obligations set lorth nbove. In addition. \\h ~n th~: Employer is notifio:d in writing by the Fund thnt it is delinquent. the 

Employer must immediately puy the ddinqucnt amount to the Fund. Alicr :;nid payment, the Employer may appeal the Fund's 

decision to the Board ofTru!>tces. whose decision shall be linal;md binding. In the event or fnilurc of the Employer to comply 

with any of the ntles of the Fund. the Employer and nil its punicipating employees. at the Fund·~ sole discretion. sholl cease to 

participate in the Fund. and the Emplllyer shall be e~ponsib e lor all the bene tits and 4111 other charges specilied herein. 

J. The Fund may. at any time. uudi1 the p.1) roll records or any and all employees of the Emplc·ycr at a time mutually agreed 

I 

REV. 20 1407 
upon at no cxtm charge to th~ Employer. In the e\cnt it is lounllthilt the Employer ha..; not fully complied with the Fund rules 

and/or provisions of this Pm1icipmion Agreement. the Employershall pay the fu ll co.>t of the audit that has been performL-d by 

the Fund. In addition. the Employer shall ll-.! responsible as set f(,rth in this Participation Agreement and the Fund's rules. 

rcgulutions and/or colkction policies. 

4. The Fund shall be open h> participmion by any gmup of mcml:er~ belonging to a participating Union that tully complies with 

all rules uml regulations of the Fund. In mlditi·)n. the Employer ma) contri.,ute to the Fund for cmpiO)'CCS working o:1tsice the 

jurisdiction of the collccth·c barg;tining agn:ement in the amotnr indicated above. However. if these employees nrc incllJded. 

the Employer agrees to make contrihutions on all employees in thi:- catcg<>ry subject to the same conditions and on the same 

basis as is provided in this Participmion 1\gn:enent. ;md the Employ~:r also <tgrces to continue to make contributions on all these 

employees lor as long as th~:rc shalllx: a colle~:t vc bargaining <~!:rco:menl b!twccn tho: Employer nnd the Union. subject to any 

and all rules and regulations m decisions coH·ring this group tiull nrl' issued by the Fund. The Employer must request in writing 

and n.-ccive written upproval from the Fund in Ntler to have the:>e non-covered employees included. Such request must 

specifically de line the category or categories invoh cJ. 

5. Should any of the provisions of this Participation 1\gn."t:m ~ m be declared to be in violation of the Labor-Management 

Relations 1\ct of 19<17. as amende~t. nr uny •t h~r Stme or Fedo!rc;, statute or rcgulntion. such dcclamtion shall in no way ilnpair 

the ellcctiveness or continuity of th! rest or :he provisions of :his Participation 1\grecment <llld such provisions arc h1:rcby 

expressly th:clarcd to be s:m.:d from su.:h illcg.ality. 

6. Payments to thi.! Fund must be made by lht~ Employer lor all compens..1hlc vacation and holiday time up to n maximum of 

one full calendar year. 

7. If an employee is granted a leave of abs.:rwe. tht Employer shall coll\:c: from said employee. prior to the leave ur absence 

being ell'cctive. sullicient monies to pay the required contributi(lns duri ng the f"!riod or ab~enc~ and such mcnics shall 

thereallcr be promptly forwarded to the Fund iunct·ordance with ~ rules of the Fund. In the event the Employer grants a leave 

and docs not so comply. the Emplvycr must pa~' thl· l'Ontribution~ sul~cct to nil other requirements in parngmph 2 herein. 

S. The Employer agrees to furnish S\tCh inlom1ation as may be n.:cc::sary to enable the Fund to carry out its duties. 

9. If a regular employee is absent 1>-::caus..: c•f illness or ofl:the-job i•lillly and notilies the Employer of such nb~encl . the 

Employer slmll continue to mokc the r.:quircd •.:ontributions for a period of lour (4) weeks. If a regular emp oy~ is injun:d on 

the job. the Employer shall continue to J>a~ the r.:quired contri )tttions un:il such employee rctums to work. 1-low.:ver. such 

contributions shall not be paid for a p<!riml or rr ore than _4_ \\ceks. 

10. 1\11 nctions and proceedings ..:ommenct·d or initiated by any claimant. applicant . employee. participant. the Union c·r the 

Employer. or their ng.ents. suc~essors or assir.ns. against the Fund. the Trustees th .:of or an~· employee. service provider. 

representative or agent thereof. ;md nil actions anti proceedings comnwnccd by ot on behalf of aid Trustees ngnins·: any 

claimant. npplicnnt. mploye~:. participant. the Uni()n or the Employ·:.-r pertaining to the Fund in ;my manner. shall be brought in 

the npproprintc cou11 in the County ofOnlmdapl. New York or orhet applicable tribunal located therein except where l•the ·wise 

provided herein. In regnrd tu withdr3wal linhiiity arbitrntion procrcding.s. all such arbitrations shnll be ·initiated in th~ Bc·ston. 

Massuchusctts regional ollice or th~ American J\rbitration 1\s:;otiation and all hearings and relmed proceedings shall be 

conducted in Syracuse. New York. ht regard I•> federal district C•lurl action·;. nil such uctions shall be commenced and he;trd in 

the United States District Comt tor the Northern District of Ne'' York. The Fund !>hall not be subject to nny 

grievance/arbitration procedure set forth in any collective bargaining ngre~mcnt. It is specifically agreed that any acti•>n or 

proceeding commenced or initiated in any other jurisdiction or ·ter.ue shal. be translcrrcd to the appropriate court ur tribunal 

spccilied herein. 

II. This Participation 1\gn:~ment ..;hall lx'l.:ume ellectivc :1s ~~-the date· or execution hereof ami the payments pro•tided 

hereinabove shall be a al~~ from ~d after 11 110112015 _and c<•ntinuc until expiratiQit of the collective harg:~ining 

agreement on 10/31/2016 subject. however. to the tli ~crction of the Trustees. Alier expiration of the collective 

bargaining agreement. this Participation Agreement !-hall continlll: in full 101ce und clicet until a successor collective bargaining. 

agreement is executed hy the Employer and Uni<m unlcs.c; a) tl•e ... rustce~. tcnninatc the participation of the Employer and 

provide wrillen notice of the date llftcnnination. b) the EmpiC'yer g.i\'es the Fund at h:ast sixty (60) dnys ndvnnce wrinen notice 

by certified mail with return receipt requested of its intent to terminme participation because it no longer hns an obligation to 

:? 

REV. 20 1407 
Redacted by the U.S. Department of the Treasury Redacted by the U.S. Department of the Treasury Redacted by the U.S. Department 

of the Treasury
1~ NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 

PARTICIPATION AGREEMENT 

l. (a) Tilis Participation Agreement, executed by the tmdersigned Teamsters Local Union (hereinafter "Union") and 

Employer, is the basis for participation in the New York State Teamsters Conference Pension & Retirement Ftmd 

(hereinafter "Fund"). The Employer, its participating employees, and the Union, as a condition of participation in 

this Fund, are bound by this Participation Agreement and all of the mles and regulations of the Fund now and/or 

hereafter adopted. 

(b) The Employer and Union tmderstand and agree that the Fund contributions shall be made, as set forth herein, 

on all employees doing bargaining unit work, inespective of whether said employees are full-time, part-time, casual 

or seasonal, except as is othetwise provided herein. No agreement between the Employer and the Union shall alter 

tllis mle or any other mle or provision of this Participation Agreement. 

(c) The Employer agrees to contribute as follows, not to exceed the maximum: 

520'1 

Covered Group of Employees (Define)'~ -Offi .;;..;..;ce ..;....;....;.. en..;.; cal -------- ----------

60Month 

Rehabilitation Deatl1 

Schedule Benefit Rates of Contribution: 

Default D Yes ~ 

Schedule A D No 0 

Schedule B D 

Schedule C 00 

Schedule D D 

ScheduleE 0 

Effective 08101/2013 

Effective 0810112014 

Effective 0810112015 

Effective 08101/2016 

Effective 08101/2017 

Effective 

60MonthDB 

($.05 if Total 

Hourl elected) Houri 

$12.61 $12.61 

$13.41 $13.41 

$14.21 $14.21 

$15.01 $15.01 

$15.81 $15.81 

Contract Type: 0UPS D Freight-National D Constmction D Municipal 

Covered Employees: 0 Bargaining [j] Non-Bargaining 

Contributions begin on all employees from the first hour of the first day of employment. 

Weeki 

$504.40 

$536.40 

$568.40 

$600.40 

$632.40 

J2a' Other 

Formula for Road Drivers Contributions: Total miles driven in a tour of duty divided by 25 miles per hour 

equals hours per trip. 

(d) All such payments to be made to the Fund are to be received by the Ftmd office on or before the tenth (lOth) 

day of the month following the month in which said monies were accmed, except when otherwise agreed by the 

Ftmd, but not to exceed by the end of the same month due. 

2. Failure on the part of the Employer to timely contribute on any of its employees as specified herein shall make U1e 

Employer liable for all employee benefit claims which are incurred dming the period of delinquency, damages, 

reimbursement to the Ftmd for the Fund's attorneys' fees, auditors' fees, com1 costs, disbursements and expenses 

incuned by the Fund in recovering the above. In addition, the Employer must pay all arrears due the Ftmd together 

with liquidated damages in the sum of ten percent (10%) of the delinquent amount. The late payment of any 

delinquency by the Employer shall not in any way relieve it from the obligations set forth above. In addition, when 

the Employer is notified in writing by the Fund that it is delinquent, the Employer must immediately pay the 

1 
delinquent amount to the Fund. After said payment, the Employer may appeal the Fund's decision to the Board of 

Trustees, whose decision shall be final and binding. In the event of failure of the Employer to comply with any of 

the mles of the Fund, the Employer and all its participating employees, at the Fund's sole discretion, shall cease to 

participate in the Fund, and the Employer shall be responsible for all the benefits and all other charges specified 

herein. 

3. The Fm1d may, at any time, audit the payroll records of any and all employees of the Employer at a time mutually 

agreed upon at no extra charge to the Employer. In the event it is found that the Employer has not fully complied 

with the Fund rules and/or provisions of this Participation Agreement, the Employer shall pay the full cost of the 

audit that has been performed by the Flmd. In addition, the Employer shall be responsible as set forth in this 

Participation Agreement and the Fund's rules, regulations and/or collection policies. 

4. The Fund shall be open to participation by any group of members belonging to a participating Union that fully 

complies with all mles and regulations of the Fund. h1 addition, the Employer may contribute to the Fund for 

employees working outside the jmisdiction of the collective bargaining agreement in the amomlt indicated above. 

However, if these employees are included, the Employer agrees to make contributions on all employees in this 

category subject to the same conditions and on the same basis as is provided in this Participation Agreement, and the 

Employer also agrees to continue to make contributions on all these employees for as long as there shall be a 

collective bargaining agreement between the Employer and the Union, subject to any and all rules and regulations or 

decisions covering this group that are issued by the Fund. The Employer must request in writing and receive written 

approval from the Flmd in order to have these non-covered employees included. Such request must specifically 

define the category or categories involved. 

5. Should any of the provisions of this Participation Agreement be declared to be in violation of the LaborManagement Relations Act of 1947, as amended, or any other State or Federal statute or regulation, such declaration 

shall in no way impair the effectiveness or continuity of the rest of the provisions of this Participation Agreement and 

such provisions are hereby expressly declared to be saved from such illegality. 

6. Payments to the Fund must be made by the Employer for all compensable vacation and holiday time up to a 

maximum of one full calendar year. 

7. If au employee is granted a leave of absence, the Employer shall collect from said employee, prior to the leave of 

absence being effective, sufficient monies to pay the required contributions dming the period of absence and such 

monies shall thereafter be promptly forwarded to the Fund in accordance with the mles of the Fund. In the event the 

Employer grants a leave and does not so comply, the Employer must pay the contributions subject to all other 

requirements in paragraph 2 herein. 

8. The Employer agrees to furnish such information as may be necessary to enable the Fund to carry out its duties. 

9. If a regular employee is absent because of illness or off-the-job injury and notifies the Employer of such absence, 

the Employer shall continue to make the required contributions for a period of four ( 4) weeks. If a regular employee 

is injured on the job, the Employer shall continue to pay the required contributions lmtil such employee retums to 

work. However, such contributions shall not be paid for a period of more than~ weeks. 

10. All actions and proceedings commenced or initiated by any claimant, applicant, employee, participant, the Union 

or the Employer, or their agents, successors or assigns, against the Fund, the Tmstees thereof or any employee, 

service provider, representative or agent thereof, and all actions and proceedings commenced by or on behalf of said 

Trustees against any claimant, applicant, employee, participant, the Union or the Employer pertaining to the Fund in 

any manner, shall be brought in the appropriate court in the Com1ty of Onondaga, New York or other applicable 

tribunal located therein except where otherwise provided herein. In regard to withdrawal liability arbitration 

2 
Redacted by the U.S. Department of the 

Treasury

Redacted by the U.S. Department of the Treasury

Redacted by the U.S. 

Department of the Treasury
THE NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 

PARTICIPATION AGREEMENT 

I. (a) This Participation Agreement, executed by the undersigned Teamsters Local Union (hereinafter "Union") and Employer, 

is the basis for participation in the New York State Teamsters Conference Pension & Retirement Fund (hereinafter "Fund"). 

The Employer, its participating employees, and the Union, as a condition of participation in this Fund, are bound by this 

Participation Agreement, the Trust Agreement, Plan documents and all of the rules and regulations of the Fund now and/or 

hereafter adopted by the Board of Trustees. 

(b) The Employer and Union understand and agree that the Fund contributions shall be made, as set forth herein, on all 

employees doing bargaining unit work, irrespective of whether said employees are full-time, part-time, casual or seasonal, 

except as is otherwise provided herein. No agreement between the Employer and the Union shall alter this rule or any other 

rule or provision of this Participation Agreement. 

(c) The Employer agrees to contribute as follows, not to exceed the maximum: 

Aldridge Electric Inc. Covered Group of Employees (Define)-----------'----------------

60 Month 60 Month DB 

Rehabilitation Death ($.05 if Total 

Schedule Benefit Rates of Contribution: Houri elected Houri Weeki 

Default !!] Yes 0 Effective 111/2016 $6.93 $6.93 $277.20 

Schedule A 0 No 0 Effective 1(1/2017 $7.35 $7.35 $294.00 

Schedule B 0 Effective 1/112018 $7.79 $7.79 $311.60 

Schedule C 0 Effective 1(1/2019 $8.26 $8.26 $330.40 

ScheduleD D Effective 1(1/2020 $8.75 $8.75 $350.00 

Schedule E 0 Effective 

Schedule G 0 Effective 

Contract Type: OUPS 0 Freight-National 0 Construction 0 Municipal ~Other 

Covered Employees: ~ Bargaining 0 Non-Bargaining 

Contributions begin on all employees from the first hour of the first day of employment. 

Formula for Road Drivers Contributions: Total miles driven in a tour of duty divided by 25 miles per hour equals hours 

per trip. 

(d) All such payments to be made to the Fund are to be received by the Fund office on or before the tenth (I Oth) day of the 

month following the month in which said monies were accrued, except when otherwise agreed by the Fund, but not to exceed 

by the end of the same month due. 

2. Failure on the part of the Employer to timely contribute on any of its employees as specified herein shall make the Employer 

liable for all employee benefit claims which are incurred during the period of delinquency, damages, reimbursement to the Fund 

for the Fund's attorneys' fees, auditors' fees, court costs, disbursements and expenses incurred by the Fund in recovering the 

above. In addition, the Employer must pay all arrears due the Fund together with liquidated damages in the sum of ten percent 

( 1 0%) of the delinquent amount. The late payment of any delinquency by the Employer shall not in any way relieve it from the 

obligations set forth above. In addition, when the Employer is notified in writing by the Fund that it is delinquent, the 

Employer must immediately pay the delinquent amount to the Fund. After said payment, the Employer may appeal the Fund's 

decision to the Board of Trustees, whose decision shall be final and binding. In the event of failure of the Employer to comply 

with any of the rules of the Fund, the Employer and all its participating employees, at the Fund's sole discretion, shall cease to 

participate in the Fund, and the Employer shall be responsible for all the benefits and all other charges specified herein. 

3. The Fund may, at any time, audit the payroll records of any and all employees of the Employer at a time mutually agreed 

I 

REV. 20 1407 
upon at no extra charge to the Employer. In the event it is found that the Employer has not fully complied with the Fund rules 

and/or provisions of this Participation Agreement, the Employer shall pay the full cost of the audit that has been performed by 

the Fund. In addition, the Employer shall be responsible as set forth in this Participation Agreement and the Fund's rules, 

regulations and/or collection policies. 

4. The Fund shall be open to participation by any group of members belonging to a participating Union that fully complies with 

all rules and regulations of the Fund. In addition, the Employer may contribute to the Fund for employees working outside the 

jurisdiction of the collective bargaining agreement in the amount indicated above. However, if these employees are included, 

the Employer agrees to make contributions on all employees in this category subject to the same conditions and on the same 

basis as is provided in this Participation Agreement, and the Employer also agrees to continue to make contributions on all these 

employees for as long as there shall be a collective bargaining agreement between the Employer and the Union, subject to any 

and all rules and regulations or decisions covering this group that are issued by the Fund. The Employer must request in writing 

and receive written approval from the Fund in order to have these non-covered employees included. Such request must 

specifically define the category or categories involved. 

5. Should any of the provisions of this Participation Agreement be declared to be in violation of the Labor-Management 

Relations Act of 1947, as amended, or any other State or Federal statute or regulation, such declaration shall in no way impair 

the effectiveness or continuity of the rest of the provisions of this Participation Agreement and such provisions are hereby 

expressly declared to be saved from such illegality. 

6. Payments to the Fund must be made by the Employer for all compensable vacation and holiday time up to a maximum of 

one full calendar year. 

7. If an employee is granted a leave of absence, the Employer shall collect from said employee, prior to the leave of absence 

being effective, sufficient monies to pay the required contributions during the period of absence and such monies shall 

thereafter be promptly forwarded to the Fund in accordance with the rules of the Fund. In the event the Employer grants a leave 

and does not so comply, the Employer must pay the contributions subject to all other requirements in paragraph 2 herein. 

8. The Employer agrees to furnish such information as may be necessary to enable the Fund to carry out its duties. 

9. If a regular employee is absent because of illness or off-the-job injury and notifies the Employer of such absence, the 

Employer shall continue to make the required contributions for a period of four (4) weeks. If a regular employee is injured on 

the job, the Employer shall continue to pay the required contributions until such employee returns to work. However, such 

contributions shall not be paid for a period of more than _4_ weeks. 

I 0. All actions and proceedings commenced or initiated by any claimant, applicant, employee, participant, the Union or the 

Employer, or their agents, successors or assigns, against the Fund, the Trustees thereof or any employee, service provider, 

representative or agent thereof, and all actions and proceedings commenced by or on behalf of said Trustees against any 

claimant, applicant, employee, participant, the Union or the Employer pertaining to the Fund in any manner, shall be brought in 

the appropriate court in the County of Onondaga, New York or other applicable tribunal located therein except where otherwise 

provided herein. In regard to withdrawal liability arbitration proceedings, all such arbitrations shall be initiated in the Boston, 

Massachusetts regional office of the American Arbitration Association and all hearings and related proceedings shall be 

conducted in Syracuse, New York. In regard to federal district court actions, all such actions shall be commenced and heard in 

the United States District Court for the Northern District of New York. The Fund shall not be subject to any 

grievance/arbitration procedure set forth in any collective bargaining agreement. It is specifically agreed that any action or 

proceeding commenced or initiated in any other jurisdiction or venue shall be transferred to the appropriate court or tribunal 

specified herein. 

I I. This Participation Agreement shall become effective as of the date of execution hereof and the payments provided 

hereinabove shall be payable from and after I 1111

2016 and continue until expiration of the collective bargaining 

agreement on 1

12131/2020 subject, however, to the discretion of the Trustees. After expiration of the collective 

bargaining agreement, this Participation Agreement shall continue in full force and effect until a successor collective bargaining 

agreement is executed by the Employer and Union unless a) the Trustees terminate the participation of the Employer and 

provide written notice of the date oftennination, b) the Employer gives the Fund at least sixty (60) days advance written notice 

by certified mail with return receipt requested of its intent to terminate participation because it no longer has an obligation to 

2 

REV. 201407 
Redacted by the U.S. Department 

of the Treasury

Redacted by the U.S. Department of the Treasury Redacted by the U.S. Department of the 

Treasury
.I 

THE NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 

PARTICIPATION AGREEMENT 

1. (a) This Participation Agreement, executed by the undersigned Teamsters Local Union (hereinafter .. Union"') and Employer. 

is the basis for participation in the New York State Teamsters Conference Pension & Retirement Fund (hereinafter .. Fund''). 

The Employer, its participating employees. and the Union, as a condition of participation in this Fund, are bound by this 

Participation Agreement, the Trust Agreement, Plan documents and all of the rules and regulations of the Fund now and/or 

hereafter adopted by the Board of Trustees. 

(b) The Employer and Union understand and agree that the Fund contributions shall be made, as set forth herein, on all 

employees doing bargaining unit work, irrespective of whether said employees are full-time, part-time. casual or seasonal. 

except as is otherwise provided herein. No agreement between the Employer and the Union shall alter this rule or any other 

rule or provision of this Participation Agreement. 

(e) The Employer agrees to contribute as follows. not to exceed the maximum: 

C d G fE I (D fi } Drivers, Laborers and Mechanics 

overc roup o mp oyces c me ------- ------ --------------

60 Month 60 Month DB 

Rehabilitation Death ($.05 if Total 

Schedule Benefit Rates of Contribution: Houri elected) Houri 

Default [!] Yes 0 Effective 0911&2014 1.2271 1.2271 49.08 

Schedule A 0 No [!] Effective 0911&2015 1.3007 1.3007 52.03 

Schedule B 0 Effective 

Schedule C 0 Ellcctive 

ScheduleD 0 Effective 

Schedule E 0 Effective 

Schedule G 0 Effective 

Contract Type: O urs 0 Freight-National 0 Construction 0 Municipal [!]Other 

Covered Employees: ~ Bargaining 0 Non-Bargaining 

Contributions begin on all employees from the first hour of the first day of employment. 

Formula for Road Drivers Contributions: Total miles driven in a tour of duty divided by 25 miles per hour equals hours 

per trip. 

(d) All such payments to be made to the Fund are to be received by the Fund office on or before the tenth (lOth) day of the 

month following the month in which said monies were accrued, except when otherwise agreed by the Fund, but not to exceed 

by the end of the same month due. 

2. Failure on the part of the Employer to timely contribute on any of its employees as specified herein shall make the Employer 

liable for all employee benefit claims which arc incurred during the period of delinquency. damages, reimbursement to the Fund 

for the f-und's attorneys' fees, auditors' fees, court costs, disbursements and expenses incurred by the Fund in recovering the 

above. In addition, the Employer must pay all arrears due the Fund together with liquidated damages in the sum of ten percent 

(I 0%) of the delinquent amount. The late payment of any delinquency by the Employer shall not in any way relieve it from the 

obligations set forth above. In addition, when the Employer is notified in writing by the Fund that it is delinquent, the 

Employer must immediately pay the delinquent amount to the r-und. Aller said payment, the Employer may appeal the Fund's 

decision to the Board of Trustees, whose decision shall be final and binding. In the event of failure of the Employer to comply 

with any of the rules of the f-und, the Employer and all its participating employees, at the Fund's sole discretion. shall cease to 

participate in the Fund, and the Employer shall be responsible for all the benefits and all other charges specified herein. 

3. The Fund may, at any time, audit the payroll records of any and all employees of the Employer at a time mutually agreed 

I 

REV. 201407 
upon at no extra charge to the Employer. In the event it is found that the Employer has not fully complied with the Fund rules 

and/or provisions of this Participation Agreement. the Employer shall pay the full cost of the audit that has been perfonned by 

the Fund. In addition, the Employer shall be responsible as set forth in this Participation Agreement and the Fund's rules, 

regulations and/or collection policies. 

4. The Fund shall be open to participation by any group of members belonging to a participating Union that fully complies with 

all rules and regulations of the Fund. In addition, the Employer may contribute to the Fund for employees working outside the 

jurisdiction of the collective bargaining agreement in the amount indicated above. However, if these employees are included. 

the Employer agrees to make contributions on all employees in this category subject to the same conditions and on the same 

basis as is provided in this Participation Agreement, and the Employer also agrees to continue to make contributions on all these 

employees for as long as there shall be a collective bargaining agreement between the Employer and the Union. subject to any 

and all rules and regulations or decisions covering this group that are issued by the Fund. The Employer must request in writing 

and receive written approval from the Fund in order to have these non-covered employees included. Such request must 

specifically define the category or categories involved. 

5. Should any of the provisions of this Participation Agreement be declared to be in violation of the Labor-Management 

Relations Act of I 947, as amended, or any other State or Federal statute or regulation, such declaration shall in no way impair 

the effectiveness or continuity of the rest of the provisions of this Participation Agreement and such provisions are hereby 

expressly declared to be saved from such illegality. 

6. Payments to the Fund must be made by the Employer for all compensable vacation and holiday time up to a maximum of 

one full calendar year. 

7. If an employee is granted a leave of absence, the Employer shall collect from said employee, prior to the leave of absence 

being effective, sufficient monies to pay the required contributions during the period of absence and such monies shall 

thereafter be promptly forwarded to the Fund in accordance with the rules of the Fund. In the event the Employer grants a leave 

and does not so comply, the Employer must pay the contributions subject to all other requirements in paragraph 2 herein. 

8. The Employer agrees to furnish such infonnation <lS may be necessary to enable the Fund to carry out its duties. 

9. If a regular employee is absent because of illness or off-the-job injury and notifies the Employer of such absence, the 

Employer shall continue to make the required contributions for a period of four (4) weeks. If a regular employee is injured on 

the job, the Employer shall continue to pay the required contributions until such employee returns to work. However. such 

contributions shall not be paid for a period of more than~ weeks. 

10. All actions and proceedings commenced or initiated by any claimant, applicant, employee. participant, the Union or the 

Employer, or their agents, successors or assigns, against the Fund, the Trustees thereof or any employee. service provider, 

representative or agent thereof, and all actions and proceedings commenced by or on behalf of said Tmstees against any 

claimant, applicant, employee, participant, the Union or the Employer pertaining to the Fund in any manner. shall be brought in 

the appropriate court in the County of Onondaga, New York or other applicable tribunal located therein except where otherwise 

provided herein. In regard to withdrawal liability arbitration proceedings, all such arbitrations shall be initiated in the Boston, 

Massachusetts regional oflice of the American Arbitration Association and all hearings and related proceedings shall be 

conducted in Syracuse, New York. In regard to federal district court actions, all such actions shall be commenced and heard in 

the United States District Court for the Northern District of New York. The Fund shall not be subject to any 

grievance/arbitration procedure set forth in any collective bargaining agreement. It is specifically agreed that any action or 

proceeding commenced or initiated in any other jurisdiction or venue shall be transferred to the appropriate court or tribunal 

specified herein. 

II. This Participation Agreement shall become effective as of the date of execution hereof and the payments provided 

hereinabove shall be a able from and after 1°911612014 and continue until expiration of the collective bargaining 

agreement on 09/1SI2016 subject, however, to the discretion of the Trustees. After expiration of the collective 

bargaining agreement, this Participation Agreement shall continue in full force and effect until a successor collective bargaining 

agreement is executed by the Employer and Union unless a) the Trustees tenninate the participation of the Employer and 

provide written notice of the date oftemtination, b) the Employer gives the Fund at least sixty (60) days advance written notice 

by certified mail with return receipt requested of its intent to temtinate participation because it no longer has an obligation to 

2 

REV. 201407 
Redacted by the U.S. Department of the Treasury Redacted by the U.S. Department of the Treasury Redacted by the U.S. Department of the 

Treasury
THE NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIRKMENT FUND 

PARTICIPATION AGREEMENT 

1. (a) Tlus Pmticipation Agreement, executed by the tmdersigned Teamsters Local Union (hereinafter "Union") and 

Employer, is the basis for participation in the New York State Teamsters Conference Pension & Retirement Ftmd 

(hereinafter "Ftmd"). The Employer, its participating employees, and the Union, as a condition of participation in 

tills Ftmd, are botmd by tills Participation Agreement and all of the mles and regulations of the Ftmd now and/or 

hereafter adopted. 

(b) TI1e Employer and Union tmderstand and agree that the Fund contributions shall be made, as set forth herein, 

on all employees doing bargaining unit work, iiTespective of whether said employees are full-time, part-time, casual 

or seasonal, except as is othetwise provided herein. No agreement between the Employer and the Union shall alter 

this mle or any other rule or provision of this Pru1icipation Agreement. 

(c) The Employer agrees to contribute as follows, not to exceed the maximum: 

Covered Group of Employees (Define) Allied Waste Services of North America. LLC- Truck Drivers 

Rehabilitation 

Schedule 

60Month 

Death 

Benefit 

Default 0 Yes 0 

Schedule A 0 No ~ 

Schedule B 0 

ScheduleC 0 

Schedule D 0 

Schedule E [!] 

Rates of Contribution: 

Effective 07101/11 

Effective 07101/12 

Effective 07101/13 

Effective 07101/14 

Effective 07101/15 

Effective 

60MonthDB 

($.05 if 

Houri elected) 

1.21 

1.35 

1.51 

1.68 

1.79 

Total 

Houri 

1.21 

1.35 

1.51 

1.68 

1.79 

Contract Type: 0UPS 0 Freight-National D Construction D Municipal 

Covered Employees: [j] Bargaining D Non-Bru·gaining 

Contributions begin on all employees from the first hour of the first day of employment. 

Weeki 

48.40 

54.00 

60.40 

67.20 

71 .60 

[j] Other 

Formula for Road Drivers Contributions: Total miles driven in a tour of duty divided by 25 tniles per hour 

equals hours per trip. 

(d) All such payments to be made to tlte Fund ru·e to be received by the Ftmd office on or before the tenth (lOth) 

day of the month following the month in which said monies were accrued, except when otherwise agreed by the 

Ftmd, but not to exceed by the end of the same month due. 

2. Failure on the patt of the Employer to timely contiibute on any of its employees as specified herein shall make the 

Employer liable for all employee benefit claims which are incuiTed dtuing the period of delinquency, dmnages, 

reimbursement to the Fund for the Ftmd's attomeys' fees, auditors' fees, court costs, disbursements and expenses 

incurred by the Fund in recovering the above. In addition, the Employer must pay all arrears due the Ftmd together 

with liquidated damages in the smn of ten percent (10%) of the delinquent runotmt. The late payment of any 

delinquency by the Employer shall not in any way relieve it from the obligations set forth above. In addition, when 

the Employer is notified in writing by the Ftmd that it is delinquent, the Employer must immediately pay the 

1 
delinquent amount to the Flmd. After said payment, the Employer may appeal the Fund's decision to the Board of 

Tmstees, whose decision shall be final and binding. In the event of failure of the Employer to comply with any of 

the nJles of the Fund, the Employer and all its pru.iicipating employees, at the Fund's sole discretion, shall cease to 

participate in the Fund, and the Employer shall be responsible for all the benefits and all other charges specified 

herein. 

3. The Fund may, at any time, auclit the payroll records of any and all employees of the Employer at a time mutually 

agreed upon at no extra charge to the Employer. In the event it is found that the Employer has not fully complied 

with the Flmd mles and/or provisions of this Pru.iicipation Agreement, the Employer shall pay the full cost of the 

audit that has been performed by the Flmd. In addition, the Employer shall be responsible as set f011h in this 

Participation Agreement and the Fund's nJles, regulations and/or collection policies. 

4. The Fund shall be open to participation by any group of members belonging to a participating Union that fully 

complies with all rules and regulations of the Flmd. In addition, the Employer may contribute to the Flmd for 

employees working outside the jurisdiction of the collective bru.·gaining agreement in the amount indicated above. 

However, if these employees are included, the Employer agrees to make contributions on all employees in this 

category subject to the same conditions and on the same basis as is provided in this Participation Agreement, and the 

Employer also agrees to continue to make contributions on all these employees for as long as there shall be a 

collective bargaining agreement between the Employer and the Union, subject to any and all nues and regulations or 

decisions cove1ing this group that are issued by the Fund. The Employer must request in writing and receive written 

approval from the F1md in order to have these non-covered employees included. Such request must specifically 

define the category or categories involved. 

5. ShmJld any of the provisions of tllis Participation Agreement be declared to be in violation of the LaborManagement Relations Act of 194 7, as amended, or any other State or Federal statute or regulation, such declaration 

shall in no way impair the effectiveness or continuity of the rest of the provisions of this Participation Agreement and 

such provisions are hereby expressly declared to be saved from such illegality. 

6. Payments to the Food must be made by the Employer for all compensable vacation and holiday time up to a 

maximum of one full calendar year. 

7. If an employee is granted a leave of absence, the Employer shall collect from said employee, prior to the leave of 

absence being effective, sufficient monies to pay the required contributions during the period of absence and such 

monies shall thereafter be promptly forwarded to the Fund in accordance with the rules of the Fund. In the event the 

Employer grants a leave and does not so comply, the Employer must pay the contributions subject to all other 

requirements in paragraph 2 herein. 

8. The Employer agrees to finnish such infom1ation as may be necess~uy to enable the Flmd to carry out its duties. 

9. If a regular employee is absent because of illness or off-the-job injury and notifies the Employer of such absence, 

the Employer shall continue to make the required contributions for a period of (1 a) weeks. If a regular employee 

is injmed on the job, the Employer shall continue to pay the required contributions until such employee retl.U11s to 

work. However, such contributions shall not be paid for a period of more than~ weeks. 

10. All actions and proceedings commenced or initiated by any claimant, applicant, employee, patticipant, the Union 

or the Employer, or their agents, successors or assigns, against the Flmd, the Trustees thereof or any employee, 

service provider, representative or agent thereof, and all actions and proceedings commenced by or on behalf of said 

Trustees against any claimant, applicant, employee, participant, the Union or the Employer pe11aining to the Ftmd in 

any manner, shall be brought in the appropriate comt in the Cotmty of Onondaga, New York or other applicable 

tribtmal located therein except where otherwise provided herein. In regard to withdrawal liability arbitration 

2 
Redacted by the U.S. Department of 

the Treasury

Redacted by the U.S. Department of 

the Treasury

Redacted by the U.S. Department of 

the Treasury
Redacted by the U.S. Department of the Treasury Redacted by the U.S. Department 

of the Treasury

Redacted by the U.S. Department of the 

Treasury
... 

. ' 

THE NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 

PARTICIPATION AGREEMENT 

1. (a) This Participation Agreement, executed by the undersigned Teamsters Local Union (hereinafter "Union") and 

Employer, is the basis for participatio n in the New York State Teamsters Conference Pension & Retirement Fund 

(here inafter "Fund"). The Employer, its participating employees, and the Union, as a condition of participation in 

this Fund, are bou nd by this Participation Agreement and all of the rules and regulations of the Fund now and/or 

hereafter adopted. 

(b) The Employer and Union understand and agree that the Fund contributions shall be made, as set forth herein, 

on all employees doing bargaining unit work, irrespective of whether said employees are full-time, part-time, casual 

o r Seasonal, except as is otherwise provided herein. No agreement between the Employer and the Unio n shall alter 

this rule or any other rule or provision of this Participation Agreement. 

(c) The Employer agrees to contribute as follows, not to exceed the maximum: 

Covered Group of Employees (Define) '-'Al=s=c'-"'o-"l.:..:.c><=._-_,E::.o.:..:.m=ir...,'-'-#~8""3""'8..:...9 _ ______________ _ 

60 Month 60 Month 

DB 

Rehabilitation Death ($.05 if 

Schedule Benefit Rates of Contribution: Houri elected Houri Weeki 

Default 0 Yes D Effective l/1/2014 2.63 2.63 105.20 

Schedule A 0 No 0 Effective 1/1/2015 2.81 2.81 112.40 

Schedule B D Effective 1/1/2016 3.00 3.00 120.00 

Schedule C ~ Effective $ 0.00 $ 0.00 

ScheduleD D Effective $ 0.00 $ 0.00 

Schedule E 0 Effective $ 0.00 $ 0.00 

Contract Type: OUPS D Freight-National D Construction D Municipal [8J Other 

Covered Employees: [8J Bargaining D Non-Bargaining 

Contributio ns begin on all employees from the first hour of the first day of employment. 

Formula for Road Drivers Contributions: ' Total miles driven in a tour of duty divided by 25 miles per hour 

equals ho urs per trip. 

(d) All such payments to be made to the Fund arc to be received by the Fund office on or before the tenth (lOth) 

day of the month following the month in which said monies were accrued, except when otherwise agreed by the 

Fund, but not to exceed by the end of the same month due. 

2. Failure o n the part of the Employer to timely contribute on any o fits employees as specified herein shall make the 

Employer liable for a ll employee benefit claims which are incurred during the period of delinquency, damages, 

re imbursement to the Fund for the Fund 's attorneys' fees, auditors' fees, court costs, disbursements and expenses 

incurred by the Fund in recovering the above. In addition, the Employer must pay all arrears due the Fund together 

with liquidated damages in the sum of ten percent (10%) of the delinquent amount. The late payment of any 

delinquency by the Employer shall not in any way relieve it from the obligations set forth above. In addition, when 

the Employer is notified in writing by the Fund that it is delinquent, the Employer must immediately pay the 

1 
delinquent amount to the Fund. After said payment, the Employer may appeal the Fund's decision to the Board of 

Trustees, whose decision shall be final and binding. In the event of failure of the Employer to comply with any of 

the rules of the Fund, the Employer and all its participating employees, at the Fund's sole discretion, shall cease to 

participate in the Fund, and the Employer shall be responsible for all the benefits and all other charges specified 

herein. 

3. The Fund may, at any time, audit the payroll records of any and all employees of the Employer at a time mutually 

agreed upon at no extra charge to the Employer. In the event it is found that the Employer has not fully complied 

with the Fund rules and/or provisions of this Participation Agreement, the Employer shall pay the full cost of the 

audit that has been performed by the Fund. In addition, the Employer shall be responsible as set forth in this 

Participation Agreement and the Fund 's rules, regulations and/or collection policies. 

4. The Fund shall be open to partic ipation by any group of members belonging to a participating Union that fully 

complies with all rules and regulations of the Fund. In addition, the Employer may contribute to the Fund for 

employees working outside the jurisdiction of the collective bargaining agreement in the amount indicated above. 

However, if these employees are included, the Employer agrees to make contributions on all employees in this 

category subject to the same conditions and on the same basis as is provided in this Participation Agreement, and the 

Employer also agrees to continue to make contributions on all these employees for as long as there shall be a 

collective bargaining agreement between the Employer and the Union, subject to any and all rules and regulations or 

decisions covering this group that arc issued by the Fund. The Employer must request in writing and receive written 

approval from the Fund in order to have these non-covered employees included. Such request must specifically 

define the category or categories involved. 

5. Should any of the provisions of this Participation Agreement be declared to be in violation of the LaborManagement Relations Act of 1 947, as amended, or any other State or Federal statute or regulation, such declaration 

sha ll in no way impair the effectiveness or continuity of the rest of the provisions of this Participation Agreement and 

such provisions are hereby expressly declared to be saved from such illegality. 

6. Payments to the Fund must be made by the Employer for all compensable vacation and holiday time up to a 

maximum of one full calendar year. 

7. If an employee is granted a leave of absence, the Employer shall collect from said employee, prior to the leave of 

absence being effective, sufficient monies to pay the required contributions during the period of absence and such 

monies shall thereafter be promptly forwarded to the Fund in accordance with the rules of the Fund. In the event the 

Employer grants a leave and docs not so comply, the Employer must pay the contributions subject to all other 

requirements in paragraph 2 herein. 

8. The Employer agrees to furnish such information as may be necessary to enable the Fund to carry out its duties. 

9. If a regular employee is absent because of illness or off-the-job injury and notifies the Employer of such absence, 

the Employer shall continue to make the required contributions for a period of four (4) weeks. If a regular employee 

is injured on the job, the Employer shall continue to pay the required contributions until such employee returns to 

work. However, such contributions shall not be paid for a period of more than 26 weeks. 

10. All actions and proceedings commenced or initiated by any claimant, applicant, employee, participant, the Union 

or the Employer, or their agents, successors or assigns, against the Fund, the Trustees thereof or any employee, service 

provider, representative or agent thereof, and all actions and proceedings commenced by or on behalf of said 

Trustees against any claimant, applicant, employee, participant, the Union or the Employer pertaining to the Fund in 

any manner, shall be brought in the appropriate court in the County of Onondaga, New York or other applicable 

tribunal located therein except where otherwise provided herein. In regard to withdrawal liability arbitration 

2 
Redacted by the U.S. Department of the 

Treasury

Redacted by the U.S. Department of the 

Treasury

Redacted by the U.S. Department of 

the Treasury
:tts\llb- Avgv>~- 6oh \ con~tGlC+In0 ~-

APPENDIX A 

ALBANY REGION LRD/AGC 

TEAMSTERS LOCAL 294 (ALBANY) 

2012-2016IDGHWAY-HEAVYWAGERATESCJillDULES 

-r \1\12., (p \3o l2 \~ Effective July 1, 2012, or for work on which the carryover clause has expired. 

Wages Welfare Pension· Training Total 

Group 1 $26.42 $8.44 $7.95 $1.00 $43.81 

Group2 $26.47 $43.86 

Group 3 $26.56 $43.95 

Group4 $26.67 $44.06 

Group 5 $26.82 $44.21 

Effective July 1, 2013, or for work on which the carryover clause has expired. 

Wages Welfare Pension Training Total 

Group 1 $26.67 $9.32 $8.45 $1.00 $45.44 

Group2 $26.72 $45.49 

Group3 $26.81 $45.58 

Group 4 $26.92 $45.69 

Group 5 $27.07 $45.84 

. ~ ···-·- .. ·---·- ---·---- -· --···----

Effective July 1, 2014, or for work on which the carryover clause has expired. 

Wages Welfare Pension Training Total 

Group 1 $26.92 $10.26 $9.00 $t.DO . :·. . .$47,18 ' !', : • . . .,· I t • 

Group2 $26.97 $4723 

Group 3 $27.06 $47.32 

Group4 $27.17 $47.43 

Group 5 $27.32 $47.58 

Effective July 1, 2015, or for work on which the carryover clause has expired. 

Wages Welfare Pension Training Total 

Group 1 $26.92 $11.31 $9.59 $1.00 $48.82 

Group2 $26.97 $48.87 

Group 3 $27.06 $48.96 

Group4 $27.17 $49.07 

Group 5 $27.32 $49.22 

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\ ~ 
Covered Group of Employees (Defme) =B-=ar::..c:g=a=iru=· n:=.~:g:>-U=ru=·=t -----------

I 60Month 60MonthDB 

Rehabilitation I Death ($.05 if Total 

Schedule I Benefit Rates of Contribution: Hourly elected} Hourly Weekly 

Default ol Yes 0 Effective 07/01/2012 $7.95 $7.95 

Schedule A ol No • Effective 07/01/2013 $8.45 $8.45 

Schedule B ol Effective 07/01/2014 $9.00 $9.00 

Schedule C •I Effective 07/01/2015 $9.59 $9.59 

ScheduleD ol Effective 

Schedule E o l Effective 

Contract Type: 0 UPS 0 Freight-National • Construction 0 Municipal 0 Other 

Covered Employees: •Bargaining 0 Non-Bargaining 

Contributions begin on all employees from the first hour of the first day of employment. 

Formula for Road Drivers Contributions: Total miles driven in a tour of duty divided by 25 miles 

per hour equals hours per trip. 

(d) All such payments to be made to the Fund are to be received by the Fund office on or before 

the tenth (1Oth) day of the month following the month in which said monies were accrued, except 

--- -·- -·-wlien otlierwiseagreea·oy tlie Fi.ma~out noYto-exceedoy the endo filies arrie monthaue. 

2. Failure on the part of the Employer to timely contribute on any of its employees as specified 

herein shall make the Employer liable for all employee benefit claims which are incurred during 

the period of delinquency, damages, reimbursement to the Fund for the Fund's attorneys' fees, 

auditors' fees, cowt costS; disbursements and expenses incurred by the Fund in recovering the 

above. In addition, the Employer must pay all arrears due the Fund together with liquidated 

damages in the sum of ten percent (1 0%) of the delinquent amount. The late payment of any 

delinquency by the Employer shall not in any way relieve it from the obligations set forth above. 

In addition, when the Employer is notified in writing by the Fund that it is delinquent, the 

Employer must immediately pay the delinquent amount to the Fund. After said payment, the 

Employer may appeal the Fund's decision to the Board of Trustees, whose decision shall be final 

and binding. In the event of failure of the Employer to comply with any of the rules of the Fund, 

the Employer and all its participating employees, at the Fund's sole discretion, shall cease to 

participate in the Fund, and the Employer shall be responsible for all the benefits and all other 

charges specified herein. 

3. The Fund may, at any time, audit the payroll records of any and all employees of the Employer 

at a time mutually agreed upon at no.extra charge to the Employer. In the event it is found that 

the Employer has not fully complied with the Fund rules and/or provisions of this Participation 

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