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 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 

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) Drivers, Warehousemen. Mechanics. Bldg. & Equipment Maintenance 

REHABILITATION 

Rates of Contribution: How·/v Weeklv CONTRACT TYPE: SCHEDULE (attached) 

Effective 211/2014 $2.1730 $86.92 D UPS ~ Default 

Effective 1/1/2015 $2.3034 $92.14 D FREIGHT- National D Schedule A 

Effective 1/1/2016 $2.4416 $97.66 D FREIGHT - Area D Schedule B 

Effective 1/1/2017 $2.5881 $103.52 D CONSTRUCTION D Schedule C 

Effective D MUNICIPAL D ScheduleD 

Effective [!] OTHER D Schedule E 

Covered Employees: [!] Bargaining D 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 (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 

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 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 _4 _ _ 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 

proceedings, all such arbitrations shall be initiated in the Boston, Massachusetts regional office of the American 

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 pat1icipation 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: 

Iron Workers Union Local 12 - Office Clerical #7975 

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 01/01/2015 4.0552 4 .0552 162.21 

Schedule A 0 No [!] Effective 01/01/2016 4.2985 4.2985 171 .94 ---- Schedule B 0 Effective 01101/2017 4.5564 4.5564 182.26 

Schedule C 0 Effective ---- ---- ScheduleD 0 Effective 

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 (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. f-ailure on the part of the Employer to timely contribute on any of its employees as specified herein shall make the Employer 

I iablc 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%) ofthe 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 found that it is delinquent, the 

Employer must immediately pay the delinquent amount to the Fund. After said payment, the Employer may appeal the found'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 Pa1ticipation Agreement and the Fund's rules, 

regulations and/or collection policies. 

4. The Fund shall be open to pmticipation 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~ 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 office of the American Arbitration Association and all hearings and related proceedings shall be 

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

lhe 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 coutt or tribunal 

1

1eci fied herein. 

II. 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 0110112015 and continue until expiration of the collective bargaining 

agreement on I 1213112017 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 of termination, 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

Redacted by the U.S. Department of the 

Treasury
THE NEW YORK STATE TEAl\1STERS 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 Ftmd 

(hereinafter "Fm1d"). The Employer, its participating employees, and the Union, as a condition of participation in 

this Ftmd, are botmd by this Participation Agreement and all of the rules and regulations of the Fm1d 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 tmit work, irrespective of whether said employees are full-time, part-time, casual 

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

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

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

Covered Group of Employees (Define) _1R_o_a_uo_1_s _Ro_c_K_P_Ro_o_u_c_Ts..;.. _IN_c. ______________ _ 

60 Month 

Reba bilitation Death 

Schedule Benefit Rates of Contribution: 

Default 00 Yes 

Schedule A 0 No 

ScheduleB 0 

Schedule C 0 

ScheduleD 0 

Schedule E D 

D Effective 61112013 

------ ~ Effective 61112014 

Effective -:-61-112-:-0-15 ___ _ 

Effective 61112016 

------ Effective 

Effective 

60MonthDB 

($.05 if Total 

Houri elected) Houri 

3.56 NA 3.56 

3.61 NA 3.61 

4.06 NA 4.06 

4.32 NA 4.32 

Contract Type: 0UPS 0 Freight-National [!] Constmction 0 Municipal 

Covered Employees: ~ Bargaining D Non-Bargaining 

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

Weeki 

AU_..,....., 

........... """""" 

AU-"""""" 

AU-"""""" 

D Other 

Fotmula for Road Dtivers 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 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 par1 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 tl1e 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 tl1e Fund together 

with liquidated damages in the strnl 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 fortl1 above. h1 addition, when 

the Employer is notified in writing by the Fund that it is delinquent, the Employer must immediately pay the 
delinquent amotmt to the Fw1d. After said payment, the Employer may appeal the Ftmd'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 Ftmd, the Employer and all its participating employees, at the Ftmd'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 fotmd 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 tl1e amotmt 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 tl1ese 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 Ftmd. The Employer must request in writing and receive written 

approval from the Ftmd 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 iu 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 Ftmd 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 tl1e 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 infom1ation as may be necessary to enable the Fw1d 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 rehmts to 

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

10. All actions and proceedings commenced or initiated by any clain1ant, applicant, employee, participant, the Union 

or the Employer, or their agents, successors or assigns, against the Fund, tl1e 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 Fm1d in 

any ma1mer, shall be brought .in the appropriate court in tbe Cotmty of Onondaga, New York or other applicable 

tribunal located therein except where otl1erwise 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 Agrccm~nt, . 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 

Parti~ipation 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 nile or any other 

rule or provision of this Pa"rticipation Agreen1ent. 

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

C G fE I D ·n · > J A Carman Trucking - Drivers #1121 

overed roup o mp oyees ( e m~ --------------------------

60 Month 60 Month DB 

Rehabilitation Death ($.05 if Total 

Schedule Benefit Rates of Contribution: Houri elected Houri 

Default I!] Yes 0 Effective 0110112015 3.5217 :1..5217 140.87 

Schedule A 0 No ~ Effective 0110112016 3.7330 3.7330 149.32 

Schedule B D Effective 0110112017 3.9570 3.9570 158.28 

SchedulcC 0 Effective 

ScheduleD 0 Effective 

Schedule E 0 Effective 

Schedule G 0 Effective 

Contract Type: ours 0 r-rcight-Nati~nal 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. 

fonnula for Road Drivc!'S 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 acc;rued, except when otherwise agreed by the Fund, but not to exceed 

by the end ~fthe sa!lle month due. 

2. Failure on the part of the Employer to timeiy contribute on any. of it~ 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 teri 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 Qf the Employer to comply 

with any of the mles of the Fund, the Employ~r and all its participating employees, at the Fund's sole discretion, shall cease to 

participate in the Fund, and the Employer shall be resJ?Onsible 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 performed by 

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

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 

aiJ rules and regulations of the Fund. In addition, the Employer may contribute to the Fund for employe~s working outsiqe ~he 

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

the Employer agrees to make contributions on all employee!). in this category subject to the same conditions and on the same 

basi~ 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 U1ilon, subject to any 

and all rules and regulations or decisions covering this group that are issued bY the Fund. TI1e 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 fo 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 iii no \vay impair 

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

expressly dedared 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 rnaximl1Jn of 

one full calendar year. 

7. If an employee is granted a .leave of absence, the Ef11ployer shall collect from said employee, prior to th.e .leave of absence 

being effective, sufficient moni~ to. pay the required contributions during the period of ;,lbsence 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 Empioye.r must pay the contributions subject to all other requirements in paragraph 2 herein. 

8. The Em pi oyer 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 ofT-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. CQntinue .to pay tl.te required ~ontributions until such employee returns to work. Ho.wever, such 

contributions shall not t?e paid for a period of more than _g_ weeks. 

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

Employer, or their agents, successors or assigns, ag~inst the Fund, the Trustees thereof or any emp.loyee, service provider, 

representative or ·agent thereof, and all actions and pro~;eedings commenced by or on behalf of said Tmstees against any 

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

the appropriate .court in the County ofOnond.aga, 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. Tlie Fund shall not be subject .to any 

grievance/arbitration procedure set forth in any collec.tive. bargaining agreement. It is specifically agree<,~ that any action or 

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

specified herein. 

t 1. This Participation Agreement shall become effective as of the date of execution hereof and the payments provided 

hereinabove shall be a abl~ fro~ and after 1°1'

01'

2015 . and continue until expiration of the collective bargaining 

agreement on 12/3.1/2017 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 tcnninate the participation of the Employer and 

provide written notice oflhe date oftennination; b) the Empioyer 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 obli~ation 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 PE~SION AND RETIREMENT FUND 

PARTICIPATION AGREEMENT 

I. (a) This Particip tion Agreement, executed. by the j.n1der~igned T~msJers Local Union (he~~inafter '"Union") and Employer, 

is the basis for participation it:~ the. New York S.tate Teams~ers Confere:nce Pension & Retirement Fund (hereinafter '·Fund"). 

l11e Employer, its participaiing ep1pl~yees, and the Union, as a condition _of p~rticipation in this Fund, are bound by this 

P~rticipation Agre~nwnt, dw Trll?t Agreemen~, 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 an~ 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 othenvise provided herein. No agreement between the Employer and the Union shall alter this rule or any ~thcr 

rule or provision of this Participation Agreement. 

{c) The Employer agrees. to contribute as follows, not to exceed the maxhilUm: 

J A Carman Trucking - Hired After 1/1 i2007 #8566 Covered Group of Employees (Define) · · 

60 Month 60 Month DB 

Rehaoilitation Death ($.OS if Total 

Schedule Benefit Rates of Contribution: Houri elected) Houri 

Default @ . Yes D Effective . 01/01/2015 3.5217 3.5217 IC0.67 

Schedule A D No ~ Effective 01/01/2016 3.7330 3.7330 149.32 

Schedule. i3 · 0 Effective 01/0112017 3.9570 3.9570 158.28 

ScheduleC D Effective 

Schedule b 0 Effective 

Schedule E D Effective 

Scltedule G 0 Effective 

Contract Type: OUPS tJ Freight-National D Construction D 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 rnade to the Fund are to. be received by ·the Fund office on or b.efore the tenth (lOth) day of the 

month following 'the mo·nth iri which said rn<?nies \vere accrued, except when otherwise agr~ed by the Fund, but not to exceed 

by the end ofthe ~ame month due. 

2. Failur~ 011 thc·· p~rt of the Einployer tq tim~ly contril?ute on any of it~ employees as specified herein shall make the Employer 

liable for all employee ~~nefit claims which ~re iJ1C~rred during the period of delinquency. damages, reimbursement to the Fund 

for the ·Fund's attorneys? fees, ~uditors' fees,, court cost~. disburse!Jlents and expenses incurred' by the Fund in recovering the 

above . .In addition, the Employ~r- must pay all arrears due the Fund togeth~r with liquidated da'mages 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 . additi<?n, when the. Em pi oyer is notified in writing by the Fund that. it is delinquent, the 

Employer must immediately pay the delinquent amount to the· Fund. After said p~yment, the Employer may appeal the Fund's 

decision to the Board ofTrustecs, whose decision·shall be final and binding. In the event of failure ofth~ Employer to comply 

\vith 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 resJ)onsible for all the._benefits and all other charges specified herein. 

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

I 

REV. 201407 
upon at no extra ~harge to. the Employer. In the event it is found that the Emplo,Y.er 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 worki1ig O\)tside the 

jurisdiction .of the collective b.argaihing agreement in th~ amQunt indicated above. However, if these employees are included, 

the Employer agrees to make contributions on all ~mployees in this category $Ubject to the same ~onditions and on the same 

basis as is provided in this Participation Agreement, and th~ 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 tliat 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 iiwolved. 

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

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

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

expressly declared to be saved from such illegality. 

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

one full calendar year. 

7. If an employee is gra~t~d a leave·of sencc; 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 mles of the Fund. In the event the Employer grants a leave 

and does not so comply, the Employer must p~y 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 1riake the required contributions for~. period of four (4) weeks. If a regular employee is injured on 

the job, the Employer shall continue to pay the requireq contributions until such employee retums to work. However, such 

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

I 0. All actions and proc.eedings commenced or iniiiated by .any claim~nt, applicant, employee, participant, the Union or the 

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

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

claimant, applicant, employee, paJ1icipant, the Un.ion 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 (!.nd heard in 

the United States District Court for the Northern District of Ne\v York. The Fun.d shall not be subject to any 

gricvimcehi.rbitratioit procedure set forth in any collecti\fe bargaining agre~ri1cnt 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 a able from and after 1°110112015 and continue until expiration of the collective bargaining 

agrcea'nent on 121311

2017 . subject, however, to the discret\on 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 Uni<?n unless a) the Trustees terminate the ·participation of the Employer and 

provide written notice of the daie of termination, 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 tem1inate participation because it no longer has an obligation to 

REV. 2CH407 

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 bou nd 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 arc 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: 

CoveredGroupofEmployccs(Define) ~Aci<.SON Tot..JnShl(? H\Sb\I.Yl¥ deib-C-frren+ ~4qq~ 

Rehabilitation 

Schedule 

60 Month 

Death 

Benefit Rates of Contribution: 

Default [!] Yes 

Schedule A 0 No 

Schedule B 0 

Schedule C 0 

ScheduleD D 

Schedule E 0 

Schedule G D 

0 Effective o1t0112o16 

------

Contract Type: 0UPS 

[!] Effective 01t01/2017 

------ Effective 01t0112018 

Effective 

Effective 

Effective 

Effective 

------

0 Freight-National 

Covered Employees: [!] Bargaining 0 Non-Bargaining 

60 Month DB 

($.05 if 

Houri elected 

3.83 

4.06 

4.31 

0 Construction [!] Municipal 

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

Total 

Houri Weeki 

3.83 153.37 

4.06 162.57 

4.31 172.33 

0 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 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 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 ofthe rules of the Fund, th~ 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 

l 

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 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 o r 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 provisio ns 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 ciTcctivcncss 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 ~wee s. 

10. All actions and proceedings commenced or initiated by any c laimant, 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 jurisdictio n or venue shall be transferred to the appropriate court or tribunal 

specified herein. 

11. 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 lo1 /01 /

2 0 16 and continue until expiration of the collective bargaining 

agreement on 121311

2 0 18 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 of termination, 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
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 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 

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) _o_riv_e_rs_a_nd_w_ar_eh_o_us_e ________________ _ 

REHABILITATION 

Rates of Contribution: Hourlv Weekly CONTRACT TYPE: SCHEDULE (attached) 

Effective 10/15/2014 $2.3340 $93.36 D UPS D Default 

Effective 10/15/2015 $2.5266 $101.06 D FREIGHT- National D Schedule A 

Effective D FREIGHT -Area D Schedule B 

Effective D CONSTRUCTION D Schedule C 

Effective D MUNICIPAL D ScheduleD 

Effective 00 OTHER 00 Schedule E 

Covered Employees: [!] Bargaining D 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 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 

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 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 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 

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 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 

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) Management & Clerical Staff (excludes Officers, Shareholders. Managers & Family Members) 

REHABILITATION 

Rates of Contribution: Hourly Weekly CONTRACT TYPE: SCHEDULE (attached) 

Effective 10/15/2014 $2.3340 $93.36 D UPS D Default 

Effective 10/15/2015 $2.5266 $101 .06 D FREIGHT - National D Schedule A 

Effective D FREIGHT- Area D Schedule B 

Effective D CONSTRUCTION D Schedule C 

Effective D MUNICIPAL D ScheduleD 

Effective 00 OTHER 00 Schedule E 

Covered Employees: D Bargaining 00 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 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 (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 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 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 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. Jn regard to withdrawal liability arbitration 

proceedings, all such arbitrations shall be initiated in the Boston, Massachusetts regional office of the American 

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
APPENDIX A 

ALBANY REGION LRD/AGC 

TEAMSTERS LOCAL 294 (ALBANY) 

2012-2016 IDGHW AY-HEA VY WAGE RATE SCHEDULES 

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 

Group 2 $26.72 $45.49 

Group 3 $26.81 $45.58 

Group4 $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.~9 . ' . . $47,18 ~ I 'C '\ • • 

Group2 $26.97 $47:23 

Group3 $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 

Group 2 $26.97 $48.87 

Group 3 $27.06 $48.96 

Group4 $27.17 $49.07 

Group 5 $27.32 $49.22 

29 

. Jl, :, 
.· 

Covered Group of Employees (Define) =B=ru::...:;·g=ru=· ru=· n=g::-U=m=·t~---------

I 60 Month 60 Month DB 

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 07/0112015 $9.59 $9.59 

ScheduleD ol Effective 

Schedule E ol Effective 

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

Covered Employees: •Bargai_ning 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 

\ 

\· 

\ 

\ 

· ·· · ·-- when otlierwise agreea ·oy the Fima:bu1 not-to exceedoy the endOfllie sanie 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 Ftmd 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 arreru·s 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 Fund. After said payment, the 

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

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 

pruticipate 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 

23 
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 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, ·a& &et forth herein, 

OR all etnployees doiRg bargai11ing HRit woriE, i~speetTve of whether said employees are full•tirne,-pm:wime, easttat 

~ seaseRal, except as is otherwise pro¥ide€1 heaein·:---No agreement between the En't-f)loyea aa,d the Uuion sltatt"ntter 

thi:s-nde or aRy otl:aer rHie or provisioR of this Participation Agreement. 111 a~ c. c. rdo. n.c::. ~ Wl.ll +/., cl.J· r~ed. 

Uf'"'1 c8~ 

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

Covered Group of Employees (Define) _r_ru_ck_ D_n_·ve_rs....;.._H_el.:....pe_rs_a_n_d _M_ech_ an_ics _ ____________ _ 

REHABILITATION 

Rates of Contribution: Hourly Weekly CONTRACT TYPE: SCHEDULE (attached) 

Effective 1 1!112015 3.4499 $138.00 D UPS [!] Default 

Effective' ~1/2016 3.6569 $146.28 D FREIGHT- National D Schedule A 

Effective IL./1/2017 3.8763 $155.05 D FREIGHT- Area D Schedule B 

Effective I 4/112018 4.1089 $164.36 D CONSTRUCTION D Schedule C 

Effe.ctive ~ MUNICIPAL D ScheduleD 

Effe.ctive D OTHER D Schedule E 

Covered Employees: [!] Bargaining D 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 (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. Afier 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 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$ 2 6 weeks. 

10. All actions and proceedings commenced or initiated by any claimant, app l~yee, 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 

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