American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

88

79801001 CHICAGO MASTER SINGERS DIVINE WORD CHAPEL CBA 

 

AFMEPF0783

2. Pension: THE EMPLOYER shall pay to the AMERICAN FEDERATION OF MUSICIANS 

AND EMPLOYERS' PENSION FUND ao amount equal to eleven ix,rcent (11%) of the 

Employe(s.gross payroll for all employees covered by this Agreement. Such payment 

shall be foiwarded to the Office of the Union during the week iol\owlng the week for 

which the payment is made. The Employer shall file contemporaneously with the 

aforesaid payment infonnation relating to the employees on whos~ behalf contributions 

are paid, including the amployee's name, so.cial security number, wages and such other 

lnformation which the Trustees of \he Fund may reasonably require. The Employer 

adopts and agrees to be bound by all the terms and aondluons of the Trust Agreement 

creating the AMERICAN FEDERATION OF MUSICIANS' AND EMPLOYERS' 

PENSION FUND, dated October 2, 1959, as amended fr-Om time to time, as fully as if 

the Employer were an ori9inal party thereto. The Employer hereby ratifies and agrees to be bound by an actions taken and to 

be taken by the Soard o!Trustees. pursuant to the Powers granted them by the Trust 

Agreement. 

The Fund shall provide pension benefits according to the AMERJCAN 

FEDERATION OF MUSICIANS' AND EMPLOYERS' PENSION PLAN, as amended by 

resofutlon dated December 3, 1964, and April 3, 1967.which said Amended Pension 

Plan Is attached hereto and made part hereof. In the event the Pension Plan shall be 

further amended, either In whole or in part, during the term of this Agreemen~ the 

revised Pension Plan shall be deemed to the Incorporation herein as if a part hereof. 

Note: In accordance with the AFM-EP Fund rehabilitation plan. the pension rate 

of 11.99% was adopted on April 1, 2011. This rate will be discontinued 

immediately and will revert back to 11% for the remainder of the tenm of the 

contract when the AFM-EP Fund repeals their rehabilitation plan. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

89

715999002 CHICAGO MASTER SINGERS DIVINE WORD CHAPEL CBA REHAB 2 

AFMEPF0784

2. Pension: 

THE EMPLOYER shall pay to tho AMERICAN FEDERATION OF MUSICIANS 

AND EMPLOYERS' PENSION FUND an amount equal to thirteen and one hundred and 

eighty-nine thousandths percent (13.189%). inciusive of all amounts required by the 

Fund's Rehabilitation Plans, of the Employer's gross payroll for all employees covered 

by thrs Agreement The Fund will not consider 9.09% of the contribution payment when 

calculating future benefits. Such payment shall be forwarded to the Office of the Union 

during the week following the week for Which the payment is made. The Employer shall 

file contemporaneously with the aforesaid payment information relating to the 

employees on whose behalf contributions are paid, including the employee's name. 

social security number, wages and such other information which the Trustees of the 

Fund may reasonably require. The Employer adopts and agrees to be bound by all the 

terms and conditions of the Trust Agreement creating the AMERICAN FEDERATION 

OF MUSICIANS' AND EMPLOYERS' PENSION FUND, dated October 2, 1959, as 

amended from time to time, as fully as if the Employer were an original party thereto. 

The Employer hereby ratifies and agrees to be bound by all actions taken and to be 

taken by the Board of Trustees pursuant to the Powers granted them by the Trust 

Agreement. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

90

79357001 CHICAGO SHAKESPEARE THEATER CBA 

 

AFMEPF0785

flffiEH: P~NSION 

IBE tMPlOVER wlll «>ntnbuta to tilt AMcAICAN FEO£RATlON Of MUS1CIANS AND 

EMPtOVcftS' PENSION FUNO [the "Fund" I In 1c.c0rdi nee wlrh tf\e oontrlbutlon sch~u le of the 

Aehab~ltatlon Piao adopted by t~ Bqard of Trustees or the f"nd on April lS, 2010 (the ~2010 

Rehabllltatlcm Plan"), whid. i~ lncorporattd herein, THE EMPLOYER sftall pay to the Fund an 

amount tqUal to Eltwi and oine,ty• io~ hundrgdtbs ~rcent(ll.99%1 of the Employer's gross 

wtekly payroll for all employees covered by this Agreement. Sud\ pavment shall bel forwarded 

weekly to the Offi,e <it the Union d~rlng the WHk followlr,s lite week for wh lch the P3Ymettl I$ 

made. The Emploversha.11 nte cont~mporaneously wHh the aioresJld paym~Mt 1nrorrnatlon 

ttlatlng to the employee5 on whose beh~lf contrlbutlor,s a~ paid, including the employe!!'s 

name, ~oelal ~eturity numb·e,, w~ees and such other lnformatic,i, wnkh tile Trustees of tire 

FtJnd m•v rtMonably ttqulro. Th~ Employtr adoptu"d airee! h> be bc;und by all the terms and 

condition, oft Trust Aarc ma1'l er.nun, lh& Mdi81CAN fEDERATIQN OF MUSl,CWll ANO 

;MPtO'tERS' Pe'.N~ION FUNO, OATEO O~~r 2.1~9, as amend~d from Uma to tim~1 a~ fully as 

1r the £mp1oye, were ,an o(l'inal party the,eto, 

The EmpJ()ytrhl!reb•i ratifies and agree$ to be bour,d tv all actlOM to be tak~n by the 

eo~rd ofTnntees pursu~nl to the powerl annted th,m ~V the Trust Agreement The Fund shall 

provide p~~lon oonents aci;ordlns to the AME~tCAN PEOEAA ON Or MUStCIANSAND 

EMPLOYERS PENSION PLAN, i15 ,mended by reso~Uon dat~d O!cember 3, 1964 a'-d April 31 

19671 wh th Rld evenl tht Pensfon Ph,n. 1l1al b~ furlhGt amtlflded, tither in whole or ln part, 

during the term or this Agre~ment, the r!\11~ed Ptnsicn Plan shall be deemed to the 

,nco1potatlcn hcr~io as rr a part her!!cf, 

(f>ensfo,- ~ calrulated on GROSS WAGES) 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

91

958327002 CHICAGO SINFONIETTA ORCHESTRA CBA REHAB 2 

AFMEPF0786

6.7.21 PtmiOII The ~oyer slntl pay lo Ille Amerkan FedmUoo orM111ldans' and Employers· 

Pl'Jllioo Fand for lhe perkld from Seplembe I, 2018 ilioogh Feb1111iy 28, 2019 an amouol !1!1121 lo 

11.99% of lhe iass w11ekly pay of 1!.!ch Musicmn which ill'ludes lhe conlmution schedule of ihe 

Rehabitilallon Plan adopied by ibe Board ofTM!ees cilli! Fand oo April 15. 2010 {the '2010 

Rehabitilation Piao"), whkh is ioccrporaled herein. B~inning Much I. 2019 and for lheduraliln of Olis 

Arffill!lll, lhe Employer shall J>iY lo lhe Awic.in Ftderalion ofMusicialll' and Employen' Pm1ioo 

Fund an amilunl equ~ lo 13.189% wiuch includt.s Ille ronlrimlllonschl'dlle of Ille Rehabtli!Jlioo Plan 

adopled by lhe Boaid of T M'tees of 1he Fund on August I. 2018 (lhe 'ZOl8 Rembililalioo Plan"). Such 

piymetils &lull be forw11rded wetkly lo lhe Offict of the Union during the weet fci!011ingthe week fer 

which lhe payment is made. The Employer shall file c0111emp011neoosly with the aforeaid paymenl 

infwmllioo rebttng lo lhe M111lcmnson "iiost behalf cOlllributio111 are paid ioclud~ lbe M111k:i.an's 

name, socW !tCUJ'ily 111J1ibe, "lges and .111ch !Kher infDnlllilOf\ which lhe TM!ees of lhe Fund may 

,easonably requirt Tbe Employer adopts and ag,ees lo be bound by all of lhe lerms aoo ronditllllll Ii 1he 

T,ust Agreement creating lhe A111e11aln Federnlloo of Musidaos· and E~loy1n' Pemioo Food, d31!d 

Odober 2. 1959. as ao,ended from time lo lime. aJ fully as ii the Employer were an crigiral party !hereto. 

The Emplo)'t"I hereby 1111ifies ,md agrees lo be bound by aD acliom taken aod lo be liken by lbe said 

Boaid of Trustees pursuanl to lbe PO\\ll'S gaoled lbem by lhe Trull Agretmeol The Fund shall provide 

ptll!M)ll benents ae«rdiog lo lhe American Federa!M)ll of Musiciw · and EmplO)'!fS' Pension FWld Piao. 

ill amended by re1olulion dated December 3, 1964. and April 3, 1967, "iiich said Ame!lded Pemioo Plan 

is altlclied h1!!fo aoo made a !Plrt heu,o[. In lht milt lhe Pensioo Plan shall he furlhl'I' amend!d. ei1her 

in whole or in pal1. dming lbe term of Ibis Ageemm. lbe revised Pension Plan slnll be deemed lo be 

incorporated herein as [ a part hereof. 

6.7.3 The Employer shall be oolig:iled lo pay lhe Musicians f1J: all cancelled smires unless !be 

Mu51dans are notified in wri1ing sixty (60) days in adv,nce of such cancelled Sl'l'VktS except ill pnr,ided 

for In S«lioo 9. 7 and Section 5.2. 

6.7.4 The Union expressly waives, lo the full exlelll l)l'l'milled by law. applka1ionor the foll011i!lj( lo all 

employees employed under lhls ~etmeol: the Chica~o Paid Sick Le.ive Ordinance, Cbapt!I' 1 •24 ci lhe 

Mmicipal Code of Chica~o and the Cook Coomy Earned Sick le.11" Ordinance No. 16•4229; aoo any 

Olhl'I' oolinance, !lalule IJ: ~w requirlllj( paid sick le.ive lh.il ls hl'l'eafil'I' enacted "ilhln the jur~dictlon of 

this Ai!ietmenl.11 ~ uodemood that the Union and the Emoloyer 31!lted to mtmOriallze any permlued 

~1il·er fer any newl}•-enaded l:rw governing SllCh beriefill by letter agetmenl. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

92

720153002 CHICAGO THEATRE GROUP IN ALBERT THEATRE OF THE GOODMAN 

THEATRE COMPLEX CBA REHAB 2 

 

AFMEPF0787

ELEVENTH: Pension 

The Employer shall pay to the AMERICAN FEDERATION OF MUSICIANS' AND 

EMPLOYERS' PENSION FUND in accordance with the contribution schedule of the 

Rehabilitation Plans adopted by the Board of Trustees of the Fund, which are 

incorporated herein. 

THE EMPLOYER shall pay to the AMERICAN FEDERATION OF MUSICIANS' AND 

EMPLOYERS' PENSION FUND an amount equal to 15.587% (fifteen and five 

hundred eighty-seven thousandths) of the Employer's gross weekly payroll for all 

employees covered by this Agreement (including rehearsal and vacation pay) 

inclusive of all amounts required by the Fund's Rehabilitation Plans. The Fund will 

not consider 9.09% of the contribution payment when calculating future benefits. 

Such payments shall be forwarded weekly to the Office of the Union during the 

week following the week for which the payment is made. The Employer shall file 

contemporaneously with the aforesaid payment information relating to the 

Musicians on whose behalf contributions are paid including the Musician's name, 

social security number, wages and such other information which the Trustees of 

the Fund may reasonably require. 

The Employer adopts and agrees to be bound by all of the terms and 

conditions of the Trust Agreement creating the AMERICAN FEDERATION OF 

MUSICIANS' AND EMPLOYERS' PENSION FUND, dated October 2, 1959, as 

amended from time to time, as fully as if the Employer were an original party 

thereto. 

The Employer hereby ratifies and agrees to be bound by all actions taken 

and to be taken by the said Board of Trustees pursuant to the powers granted 

them by the Trust Agreement. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

93

953197002 CHILDRENS ORCHESTRA SOCIETY CBA REHAB 2 

AFMEPF0788

ARTICLE 5-PENSJON BENEFITS 

A The Err.,loyer aarees to contribute an amount equivalent to 8% of each teac:hina an:i1t •s W-2 

waac.s to the AFM-EP. 

B. All contributions to the Fuod shill be made by check payable to the AFM~EP. All sue~ 

checks shall be accompanied by a remittance form supplied by the Unjon_ identifyins each 

employee for whom I conlribution is made. the leachma anist•s name, social securily 

number, the period covered, and the wages on which pension contributions are paid 'The 

cbeck(s) and remittance information shall be lranJmilted to Local 802 for forwarding to the 

Fund within thiny-one (31) days following the rendering of ren,ices for which such 

contributions a.re payable If 1he Employer is unincorporated. no contn'bulion.s will be paid 

on behalf of any owner or part-owner of the Employer. 

D. Thi Employer agrees to be bound by the Agreement and Dcdararioo of Trust esa&blishina 

The American Federation of Musicians and Employer's Pension Fund, as it ffliY be amended 

&om time &o time. which is incorporated by reference into this Agreement. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

94

958158002 CINCINNATI CHAMBER ORCHESTRA CBA REHAB 2 PART 2 

 

AFMEPF0789

19.6 - Pension 

The CCO agrees to make pension conlribu1ions to 1hc American Federation of Musicians and 

Employer J)ension Fund ("AfM-EPF"'), on behalf of musicians it employs within the jurisdiction 

of the Union, in the amounts set forth below on au btLSC ,i..-ugcs, overtime pay~ rehearsal pay, 

doubling premiums and any additional premiums (collective1y, "Scak: Wages .. ), earned under 

this Agreement 

The CCO agrees to be bound by and hereby accepts the tcnns and conditions oftJte Agreement 

Md DecJaration ofTrnst Establishing the American Federation orMusi<;.ians and Employers' 

Pension Fund, dated October 2~ 1959, as it may be amended from time to time and all 

rehabilimtion plans and updates, rules and policies thereunder (collectively, the ''AFM-EPF 

Trust"). 

The CCO specifically acknowledges the tcnns of the AFM-EPF Trus~ which are incorporated by 

rerereace and made a part hereof and agrees. when employing musician covered by this 

Agreement v.1thin the jurisdiction oftbe Union, to provide reasonable access lo au information 

that the AFM-EPI' may require, and 10 permit the AFM-EPF 10 conduct an audit oflhe CCO's 

payroU and wage records to verify the accuracy of the contributions made. 

Contributions shall be made in the following amounts: (i) From January I, 2018 tlwugh January 

28, 2018, S.45%of&:alc Wages; (ii) Commencing January 29, 2018, 5.995% of Scale Wages. 

The Unioo shall give written notice to the CCO of all notices, amendments, updates, ruJes. 

policies, rehabilitation plan updal'cst and any other instructio1ls or directives issued by the AFMEPF. within 30days of issuance by AFM-EPF. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

95

953576001 CINCINNATI SYMPHONY ORCHESTRA CBA 

AFMEPF0790

IL American Federation of Musicians and Employers' Pension Fund 

Beginning September 5, 1994, the Employer shall contribute to the American 

Federation of Nlusicians and Employers' Pension Fund on behalf of each 

full contract Musician on a quarterly basis three and one~half percent 

(3th%) of the total minimum weekly compensation provided under Article 

V1 "Compensation-Wage Scale" of thii:; Ma!tter Contract ,-vith Section F 

"Electronic rvtedia Guarantee" exdud~d. Beginning September- , 1997, the 

contribution shall be increased to four percent (4%) of the total minimum 

w~ly compensation. Beginning September 7, 1998, the contribution shall 

be increased to five percilllt (5%) of the minimum weekly compensation. 

and beginning 5'..--ptember 4. 2000, the contribution shall be increased to six 

percent (6%) of the minimum weekly compensation. 

The Employer agrees to be bound by the Trust Indenture dated October 2, 

1959, as heretofore or herl?after amended. 

The Employer shall make such payments to such place as the Trustees of the 

Funds may designate and shall submit reports in such form as the Trustees 

may reasonably require, and the C50 shall be subject to such reasonable 

audit by the Trust~ as the Trustees may require. 

The Federation and said Trustees, or either of them, ma)' enforce any 

provision of this paragraph. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

96

953576002 CINCINNATI SYMPHONY ORCHESTRA CBA REHAB 2 

AFMEPF0791

IL American Federation of Musicians and Employers' Pension Fund 

Beginning September 5, 1994, the Employer shall contribute to the American 

Fedffation of Nlusicians and Employers' Pension Fund on behalf of each 

full contract Musician on a quarterly basis three and one-half percent 

(3th%) of the total minimum weekly compensation provided under Article 

VI "Compensation-Wage Scale" of thii. Mci!ttcr Contract ,-vith Section F 

"Electronic ~tedia Guarantee" exdud~d. Beginning September , 1997, the 

contribution shall be increased to four percent (4%) of the total minimum 

wt!ekly compensation. Beginning September 7, 1998, the contribution shall 

be increased to five perclllt (5%) of the minimum weekly compensation. 

and beginning SL--ptember 4. 2000, the contribution shall be increased to six 

percent (6%) of the minimum weekly compensation. 

The Employer agrees to bl! bound by the Trust Indenture dated October 2, 

1959, as heretofore or hereafter amended. 

The Employer shall make such paymmts to such place as the Trustees of the 

Funds may designate and shall submit reports in such form as the Trustees 

may reasonably require, and the CSO shall be subject to such reasonable 

audit by the T~i~ as the Trustees may require. 

The Federation and said Trustees, or either of them, may enforce any 

provision of this paragraph. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

97

958369002 CIRCUS CIRCUS HOTEL AND CASINOS CBA REHAB 2 

 

AFMEPF0792

ARTICLE 23. PENSION CONTRIBUTION 

Section 23.01. Agreement and Declaration of T111st. The Employer agrees to be 

bound by the Agreement and Declaration of Trust dated October 2, 1995, as amended, 

establishing the American Federation of Musicians and Employers Pension Fund (herein 

sometimes referred to as "the Trust Fund") and to execute the Standard Form or Agreement for 

participation In the said Trust Fund, a copy of which Is attached hereto and by this reference 

made a part hereof. 

The Employer's agreement to be bound by the Trust Indenture and Participation 

Agreement Is based upon the Union's representation that said Trust Fund Is now and will 

continue to be an exempt entity under the provisions of the Internal Revenue Code. 

The Employer does not guarantee the payment of any benefits provided for under said 

Trust Fund nor the solvency or actuarial soundness of such fund. The Employer's sole obligation 

shall be to make the conbibutions, at the time and In the manner prescribed In section 24.02 of 

this Article 24. 

SCc;tion 23.02. Rate of Contributions. The Employer agrees to pay each month to 

the American Federation of Musicians and Employers Pension Fund as pension contributions on 

behalf of Its employees the sum of eight and one-half percent (8.5%) of all wages earned at 

scale. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

98

959284002 CITY OF OCEAN CITY CBA REHAB 2 

 

AFMEPF0793

On behalf of each musician covered under this Agreement (inciuding subs, extras, 

probationary and non•probationary musicians), the Employer shall contribute to the 

American Federation of Musicians' Pension. Fund {AFM·EPF) an additional amount equal 

t~ six percent (6%) in each year of all wages earned under this Aweement. In accordance 

with the American Federation of Musicians & Employer's Pension Fund Rehabilitation Plan 

1 ' 

the contribution will increase to 6.24% effective April 1, 2010 and to 6.54% effective April 

. 1 

1, 2011 . Each payment shall be accompanied by the appropriate personnel or AFM 8 

Report Forml setting forth for each musician ~n behalf of whom pension is being paid, the 

musician's n!me, Social Securify nu~ber, date (or month) o~ services(s) for which pension 

I 

Is being paidi, and the amount of pension contrlbuted. All contributions to the AFM•EPF 

shall be paid lno later than the end of the month following the month in which the services I . occurred, and shall be furnished to the Administrator of such fund at a place designated by 

the Union. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

99

710369002 CITY SPRINGS THEATRE COMPANY CBA REHAB 2 

 

AFMEPF0794

VI lltllCI 

6. American Federation of Musicians and Employers Pension Fund (AFM-EPF) 

A. Eflecti\e upon lhc rahficatton of thi Agrttmtnl, Theatre agrees to make ptnsion contribution to the 

Amc:ncan Federation of Musicians' and Employers' Pension Fund ("AFM•EPF') on behalf <lf 

musician it eruplo~ within the junsdiction of AFM Local 14 -462, at the pcrccnu1gc sci fonh in 

Schedule A. Accordinrly, Thcntr agrees to be bound by and hq-cby ecccp~ the tenns and conditwn~ 

of the A rrcement and Dcclaratio11 of Trus~ dutt'd Octoher i, 1959, es1ablishi1tg the AFM•EPF {an<l all 

plans, rul and policies thereunder), a emended, or :is may be rnendcd from lime lo lime (the 

•· rrust", collectively). 

B. The Theatre dopls the: Amcncan Federa1ion of Musicians and fmploycrs· Pension Fund 

rthab1litahon plan doptcd by lh~ Bortrd of Trustees of the Fund on April 15, 20 I 0, including nil 

contnbution chcdules, which is incorporated h~ by 1efea.'11ce. 

C. 'tneatrc will forward pt'11 ion payments> long with AFM•E PF approved rcmi1tancc fonns, through 

AFM Local 148•462 t the amc time as a1I oth r payroll. Theatre shall issue a separate che~k made 

piiyablt lo AFM-r.Pf for the total amount of ptn!\1on for each engageme1u. 

D. Any audit ofThcalJe' recordi. performed in accordance with any provision of uny document rcfoncd 

to in this scc1ior1 shall be limited to record and accounts conoemin~ transactions which arc subjcc.1 to 

paym nts <lirectly pursuant to this section. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

100

72904001 CIVIC LIGHT OPERA ASSOCIATION CBA 

 

AFMEPF0795

ARTICLE 6: PENSION 

A CLO agrees to make pension contributions to the American Federation of Musicians' 

and Employers' Pension Fund (AFM-EPF) on behaK of Musicians If employs within the 

Jurisdiction of Local 60-471, AFM. The Pension contributions will be at the rates set 

forth in Schedule A, attached to this agreement, and Incorporated by this reference. 

Contributions will be based on the wages set forth In Schedule A including doubling, 

Concertmaster, First Trumpet and librarian premiums, on stage appearance. 

premiums and overtime. Cartage is not included. 

CLO specifically acknowledges the terms of the AFM-EPF Trust, which are 

incorporated by reference and made a part hereof, and agrees, when employing 

Musicians covered by this agreement within the Jurisdiction of AFM Local 60-471, to 

provide reasonable . access to all information that the AFM-EPF may require and to 

permit the AFM-EPF to conduct an audit of CLO's payroll and wage records (at the 

expense of the AFM-EPF) to verify the accuracy of the contributions made. 

B. The CLO shall submit pension payments, along with AFM-EPF approved remittance 

forms, to the AFM local 60-471. The money so contributed shall be mailed to the 

Union's Secretary-Treasurer in such a manner so as to be received as soon as 

possible after the engagement but not later than the fifteenth (15") day of the calendar 

month following the month in which the deductions are made. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

101

72904002 CIVIC LIGHT OPERA ASSOCIATION CBA REHAB 2 

AFMEPF0796

ARTICLE 6: PENSION 

A. CLO agrees to make pension contributions to the American Federation of Musicians' 

and Employers' Pension Fund (AFM-EPF) on behalf of Musicians if employs within the 

Jurisdiction of Local 60-471, AFM. The Pension contributions will be at the rates set 

forth in Schedule A, attached to this agreement, and incorporated by this reference. 

Contributions will be based on the wages set forth in Schedule A including doubling, 

Concertmaster, First Trumpet and Librarian premiums, on stage appearance, 

premiums and overtime. Cartage is not included. 

CLO specifically acknowledges the tenns of the AFM-EPF Trust, which are 

incorporated by reference and made a part hereof, and agrees, when employing 

Musicians covered by this agreement within the Jurisdiction of AFM Local 60-471 , to 

provide reasonable access to all infonnation that the AFM-EPF may require and to 

pem,it the AFM-EPF to conduct an audit of CLO's payroll and wage records (at the 

expense of the AFM-EPF) to verify the accuracy of the contributions made. 

B. The CLO shall submit pension payments, along with AFM-EPF approved remittance 

fonns, to the AFM Local 60-471. The money so contributed shall be mailed to the 

Union's Secretary-Treasurer in such a manner so as to be received as soon as 

possible after the engagement but not later than the fifteenth (15th) day of the calendar 

month following the month in which the deductions are made. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

102

714802002 CLACKAMAS REPERTORY THEATRE CBA REHAB 2 

 

AFMEPF0797

G. Pension Contributions 

In addition to the compensation provided in this Artide, starting in the 2021 season, the 

Employer shaft make pension contributions to the American Federation of Musicians' and 

Employers· Pension Fund (AFM-EP) on behaH of all musicians covered by this Agreement in an 

amount equal to 4.796% of scale wages. indusive of aJI amounts required by the Fund's 

Rehabilttation Plan. The Fund wil not consider 9.09% of lllese contribution payments when 

calculating future benefits. To give effect to such cootributions, the Employer hereby accepts the 

terms of Ille Trust Indenture of the AFM-EP Fund dated October 2, 1959. and as it may be 

amended from time to time. All contributions to lhe Fl.fld shall be made by check payable to Ille 

•American Federation of Musicians and Employers' Pension Fl.lld." AB such checks shall be 

transmitted to Local 99 for forwarding to the Fund. The Employer may authorize a payroll 

company or other third party to remit contributions to the Fund on its behalf, provided that the 

Fund is furnished with a wrttten acknowledgement by the Employer Iha! the payron company or 

other third party aulhorized to act as the Employer's agent in making contributions to the Fund. 

The Employer expressly agrees, however, that the authorization of a payroll oompany or other 

third party to remit contributions on its behalf does not relieve the Employer of any obligation 

under this Agreement or the Plan Documents. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

103

958101002 CLEVELAND CHAMBER SYMPHONY CBA REHAB 2 

AFMEPF0798

REHEARSALS: $34.17 per hour {principals) $33.15 per hour (section players) plus 16% to the 

Union. CCS will contribute 9.592% of scale wages, inclusive of all amounts required by the Fund's 

Rehabilitation Plan. The Fund will not consider 9.09% of these contributions payments when 

calculating future benefits. 

PERFORMANCES: $119.34 per performance (principals) / $113.22 per performance (section 

players) plus 16% to the Union. CCS will contribute 9.592% of scale wages, inclusive of all 

amounts required by the Fund's Rehabilitation Plan. The Fund will not consider 9.09% of these 

contributions payments when calculating future benefits. 

RECORDING SESSIONS: $55.00 per hour {principal) $53.00 (section) plus 15% to the Union. 

CCS will contribute 11.99% of scale wages, inclusive of all amounts required by the Fund's 

Rehabilltation Plan. The Fund will not consider 9.09% of these contributions payments when 

calculating future benefits. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

104

77297001 CLEVELAND PLAY HOUSE CBA 

 

AFMEPF0799

17. Payroll 

CPH shaH pay the MUSlclans tflrough Its regular payroll. CPtt shall pay 

the Musicians no later than the foOowtng Thursday for the previous 

week's service. CPH shaU withho4d all federal and state income taxes 

and social security. CPH shall pay tlmely to the appropriate 

government.al agencies au income tax and social security payments, 

unemployment, workers' compensation and related fees. 

In oddftion to the grms comJ)t:1Thdllun under tfllS agreement, CPH shall 

pay at its sole expense a sum equal 8% of the gross compensation 

dlrectJy to the AFM-EP FtXKI for the rirst year, 9% for the second year 

and 10% for ttle third year. No other obQgation of any kind wllt be owed 

by the Cleveland Ptay Hoose to the MUSidans, to Local 4, AFM, or the 

AFM-EP Fund. 

CPH shall make this payment no less than one tfme per monttl. CPH 

shall execute all necessary documents to qualify as a pension emp!Oyer, 

CPH shaU deduct from gross compensation the rurren prevamng union 

work dues (2%) as a per cent of gross compensation. CPH shall deduct 

the uruon work does weekly and stiarJ pay the union W0f1c dues to Loca, 

4 no less than one time per month. 

Upon written receipt of authorization, CPH agrees to deduct from gross 

compensation the prevaUlog LocaJ 4 membership dues for the period of 

employment. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

105

79313001 COLUMBUS SYMPHONY ORCHESTRA GA CBA 

 

AFMEPF0800

XI, PENSION CONTRIBUTIONS 

A. Managaneot agrees to m,kc pension contributiOJ1$ to the American Federation of 

Musicians' and Employers' Pension Fund ("AFM-BPF? on behalf of each Musician., 

employed by Mana,ement wlthln the jurisdiction of AFM Local 148-462 at tho 

pcrceotage set forth in this Agreement. Acoordingly, Mwsement agrees to be bound by 

and hereby accepts the terms and coodltions of the ~t and Decl~tlon of Trust, 

dated October 2, 1959, establishing the AFM-BPP (and all pJans, rules and policies 

hereunder), as amended. or as may be amended from time to time (the "Trust", 

collectively). 

B. Effoctive July l, 2010 t'Effective Date"), Employer will contribute to the American 

Federatioo of Musicians and Employers' Pension Fund (the "AFM-BPF"} in accordance 

with the contn'bution schedule of the nhabllitation plan adopted by the Board of Trustee., 

of the Fund on Aprll 15, 2010 (the "2010 Rehabilitation Planj, which Is incorporaled 

herein by reference. Specifically, the Employer's contribution rate will be as follows: 

C. Management will forward pension paym~, along with AFM-EPF approved remHtance 

forms, through AFM Local 148-462 at the same time u all other payroll. Management 

shall issui a separate check made payable to APM-EPF for the total amount of pwion 

for each engagement. 

D. Any audit of Management's records perfonned in aooordanco with any provbion of any 

document ref crr«l to in this ,~on shall be limited to records and aocowm concerning 

ttwacdons which m subject to payments directly pursuant to this section. 

a Pension Rates: Management agrees to make APM-EPP pension oontributions on behalf 

of each employed MU$ician in the following percenta~ of entire negotiated minimum 

scale, including doubling and overtime if applicable. Manapncnt shall make no pensioo 

contribution for any expense reimbursement{s) to a Musician including travel, pcrdimi, 

or cartage. 

• Effective on 7/1/2018, the Employm contribution rate will be as follows: 

Pension 6~• 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

106

76597001 COMMUNITY MUSIC INC CBA 

 

AFMEPF0801

2 PENSION 

Inc employer adopt the Atnl!ncan Fcdcrnllon of Musicians and Employer\' Pcn.~ion 

Fund Rehabilitation Plan adopted by the 8-0ard of J'rustccs of 1ho Fund oo Apnl 15, 

2010, including nll conrributton scl1cdules, wb1ch 11 aoroFpQratcd here by rcforencc. 

Sp«ifitally, Lhc employer's contnlnmon ,h.,11 ~ 

For all engagemt:nL~ on orafttr April 1 • .2011 , an amount cquiv11lcnl Lo 10.9o/, of 

each employee's wage as defined in Artic le 2 of thi'! Agreement (which shall be 

consadc:rcd to be scale wages} 10 the Amcnc~n 1-cderation of Mus1c11w and 

F.mployers' rensfon Fund. 

Checks 10 b( mo.de payable to the MM & f P Fund shall be st.'fll lo Local 1000 along 

with a remittance form identifying for each cimploycc for whom a cootributiou is made:, 

the musicW1 •, name, liOC1aJ sccunty number, date(s) of cugaacmcot for which pe0s1on ,s 

paid. ~e wage 011 which pension ,s paid BJld the amoun1 of pension 

'lbc chcc~ and rommanct 111fcmnutton sluill be transmmcd lo Loc.iJ JOOO AFM for 

foiwanbng to lhc Fund wfthin 30 dt)S foUowinM the rendering of servkes for which 

such contnbuhon arc payable If the employer is uruncorporatcd, no comributions will 

be pajd oo lk:half of any owner nr part-owner of the Employer 

'The 1-.mploycr agrce510 be bouml by lbc Agreement 11nd Dccb1riumn or'frust 

es~bli bing The American Federation of Mu icians and Employers' Pcnsioo Fuod, as it 

may be omcndcd from time h> hl'tl4', wlurh i, mcorpo111.tcd by rdcrcut"C 1111411h1 

Agr«mcnt 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

107

714124002 CONACO LLC CONAN OBRIEN SHOW CBA PART 2 REHAB 2 

 

AFMEPF0802

""''"'"'"'• 

2. Eff ~tive from May I, 2018 until February 1, 2019, Inclusive, Conaco wlll 

oontrlbute an amount oslablishcd by lhe AFMEP Rehabllltallon Plan equal to eleven percent 

(1 l %) of all earnings of whatever nature under the agrtcmen~ computed at scale. Hff ecHve from 

Fdlruary 2, 2019 until December 3 L 20191 inclush'e Conaco wlll contribute an amount 

establighe<I by the AFMEP Rehabilitation Plan equal lo m~lve-nnd-ooc,t~th l)CfCCnt {12.1%) of 

all earnings of whatever nature un~r the agr«men~ computed at scale, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

108

716355002 CONACO LLC CONAN OBRIEN SHOW CBA REHAB 2 

AFMEPF0803

2. Canaoo wm ooolribu~ an amauni Cflabliabcd by !ho Al'Mll:P Rehabilitation Plan 

tqMI to twelvo,ond-ono-tcalll pe,cc,at (12.1") of ell eamlnp of wbatevor rwu~ Ulldcr d,e 

agncrm,,ut, oomplilcd U IC&lc. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

109

72780001 CONCERT ARTISTS OF BALTIMORE CBA 

 

 

AFMEPF0804

l'E • rn 

Tl,,. tmpl1•\t.·r--.ig11it11\ Lhb ag11.~ •tn,~t ('

1

1\gr nn1, nl' ) h t\'ln ~ rl~}r •,1d 1t1 lwwnie c1 

p,11 l\' 1(1 ihl! J\~t'l't•n,cnl ,m1.l [) 'Clilri\114111 \ 1 1111 ,l I' t.,ltfo,lllnf\ lh\·. \mi.:riLJn l•l1derat11 n 11t 

~1u~loi.1ns and I mpll)\'t•r~ r\ nt.1t111 hind IU" II mJ\ hL· ,.11nend1·d 1rom hm1• t11 HnwJ wlm:ti 

, .. mwrpl1rt1ll'\I b, rvfd•·n, t' 111l l, l111~ At'/L1.•mcnt .,JMJI m~k,.i J\!nsi,m ·11nlt1h11lH111, 111 tlw 

r\merrr.~n r 1d1t,1111111111 ~Ill lt'lilflS an,I E01rl11,•1:r .. 11 ·n'lflll I un~l ,th I ('LuiJ" ,11l hdti1II 

nt, ,,, I 11u~ic1,1n,, l1 t\11• ~J b, thl~ A~71!t:•tnr nl 111 ,m, u11H111 ~ 111,,11{1 -,q5,,, 111 Sull\.1 ,, ;igl' 

(111d1Jt,i"11 ,,t ,1ll ur111,u11ts JL1.lLIH1:1I b) lh1• l 1mtl'ti 1,t•htJll ht11l11,n PJ:in\ ei n1:d from th 

l'n,rlu\~1 m h\11,l'illllh \l,ltl''tl1ll<1rtl b 111, 1 ilOJ JH11nnl,11n•~-.1tl 1hl'IL1J'll\SJt1J 

r111,J1t1111t'i nl thi J\~l'i.:L'm~nt. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

110

716830002 CONCORDIA UNIVERSITY IRVINE CBA REHAB 2 

AFMEPF0805

'111 ILU. \ UJ: AfM i'El'ISION 

111< UmWllUI) <WI 11< ~ b) lht ..,,,,_ -4 btrlrm#r of lh,,a fRIM ..... ""' - F,_ II( .\A,_, ""4 c..,,loyw•' ,._ F- ~ .. • Im bom and auy bt lllllMINII, ..- 11 ~ hma b) 

~ • °"""'"" bu, WI &U; and~,._ -'-1aft kdorol-ol U,otd.-ad£ I 'flJHJ" ,,,__ Fw 

................. Pita ~ by w a-d of ,._ of dlit fund on Ap1I u. 1010 onJ all) upilll<S ·-

f<'Olloctr-.1) !ht "fldatah..,_ P....-,, -=l..,J"'! •II ,_..,._ ,d,od .......... ,. ..,_,.,...s llffce by ,ob.,__ 

!,peafln41),lbt Ullftcnay•, ~-bt ll..1% ol!lak ~ops; tlus lUIIOOIII •lll bt tmila:t to ... U.-., 

b) "'IWllt chocl po)1tble .. AJ.!.1-El'f', by., •~ <IQ) or th< mMlh foll""'"'! dlit - ,.n •-th< """""""'' _,, pboi:L 'noo hftl "'1ll ... .-9.09!6 ol theoe-1"')-,.i,,,. mla!4«:ae fialft baoefin. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

111

958325002 CONCORDIA UNIVERSITY IRVINE CBA REHAB 2 

 

AFMEPF0806

ARTICLE \'Ill: AFM PENSION 

The Umvers1ty shall be bound by the Agreement and Declarat1011 of Trust £s1ablw1mg the AmencQ/1 Fetkra/1011 of 

.'.1us1c1ans ami Employers' Pension Fw1d (as 11 has been and may be amended), wtuch ts mcorporated herem by 

reference as though set forth m full; and adopts the Amen can FederatJon of Mus,aans and Employers' Pension 

Fund Rehob1/ttm1on Pion adopted by the Board ofTrustees of the Fund on April 15, 2010 and any updates thereto 

(collectl\'ely the -Rchab1hm.t1on Plan~). mcluchng all contnbutJon schedules, which 1s incorporated hcre by 

reference. Spcc1ficaJly, the University's contnbutJon shall be 12. I% of Scale Wages; this amount uill be forwarded 

to the Union, by separate check payable to AFM-EPF, by the 15th day of the month following the month in which 

the performance takes pince. The Fund \\ill not consider 9.09% of these contribution payments when calculatmg 

future benefits. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

112

79554001 COUNTY OF MIDDLESEX CBA 

 

AFMEPF0807

A. On bchal.f' of each musi<:an covcn,d under this Agrccmc:nt, the En:lployer shall 

com:n1iute lO the American Federali011 of Musiciatts' Pension Fund (AFM•EPF) 1n 

addiliooal am.oucir that shall bc: cqusl lo cigh.t (8%) pcrccm of all wages ea.med under 

thi.s Agreerneol for the bmnce of chis Agreement. Each payment shall bc: 

accolllJlanicd by the appropriate pecSOWlel or AFM B Report Form, serling forth for 

~ musician on behalf of whom pension is being paid, the musician's name, Social 

Security number, date (or momh) of service(s) for which pension is being paid, and 

the amount of pensioo oontnl,uted. All contributions to the AFM-EPF shall be pa.id 

no latc.r th8l1 the eod of the mon.ih following tbe month in which the ser.iices 

DOCW:Jed, md shall bc: fumisbed IO the admini~ of such f\Jllli at I place 

desipaiecl by the Unioo. 

B. J3,sed UJlOCl rhe March l, 2010 AmaiCIIJ) Fedemion of M~ & Employers' 

Pension Fund docummlt cmtitlcd.: "Board of Trusta:s Decision ao. E-lcrnmr, of an 

Expeded .Rehabiliwion Pim", pumwrt lO the Pension Proteclioo Act of 2006, rhe 

County may be leplly required to add to its 8% pension <:OCIID'bution. to the Fund as 

is provided fur in. thi.s Agi-ccrneol, • swctwge adjlD1mc:Ot of .4% for I IOW 

coam"bunoa of 8.4" £n,m the .. Surc:hiuge EB'cdivc Dillle" (yet to be set. but lhc 

County will be notified of this date by the F1111d. IUIIVor union once It is detm:wDcd) 

tluough March 31, 2011, and~~ by .9% oa 8% ta 8.9% dfective 

April I, 2011 and thereafter. The County agrees In implement surcharge a4jllS1mcnts 

if and wh.eri it is notifl.ed by lhe FUDd that the Board of T Mtees of the Fuod have 

appro,·ed and tdopted these adjustroeois, !ubject to the County's review of ti.ual 

details of lhc: rclabtlitation plan ihat have yet to be: C$1abli~ and as may require 

fill1hei- 11pprov-> by the Counl)' in regard lO any other obligations that the FUDd or its 

Boud may seek 10 impose on the Coumy as III employer 1,oder the Pltn or as m.-y 

Olbeswi.se be required wider lhe law. All righlS tre ~'ed by lbe County ui this 

rcg:azd. Tbe Counly does not tgree lO undcrtlkc any other obliplions pw,111111 10 this 

agittment other than as ha, been set forth abOvc. See Appendix B ("'FOffll A") 

attached h=10, iru:orpora.ted herein aod made a part of this Collcctivdy Negotil1Cd 

A~nt. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

113

711954002 CURRAN THEATRE PRODUCTION OF DEAR EVAN HANSEN CBA REHAB 

2 

 

 

AFMEPF0808

j. Pension Conlnbutiona: Employer agrees to pay an amount equal to 14% of all wages paid lo 

each musician to the Arnerica-n Federation of Musicians and Employers Pension Fund (AFMEPF). A check in the proper amount stian ba made payable to AFM--EPF and shall be mailed 

each pay period to the Union v,.th a copy of the payroll \~Id\ Includes names1 Social SeaJrtty 

oombers, wages and penslon amoura for eact, musician. 

Effective April 1, 2011 retrectlve Date"}, Employer shal oontnbute lo the American Federation 

of Musicians and Employers' Pension Fund (the ~Fundj In accordance "Mth the cootri>utlon 

schedule the rehabilitation plan adopted by the Board of Trustees of the Fund on April 15, 201 O 

(the "2010 Rehab.litation P1an"), which is inooqx>reted herein by reference. Speclfically, the 

Employe(s contribution rate wil ·ncrease as follows; 

Effective on the EffectNe Date, the Employe(s et1ntributiotl rate wlB be 15.26%. 

The rates set forth In this Supplemental Agreement will be dJscontinued immediately and will 

revert to the rates set forth - 14% (the "Non-&.wlemental As,eement Rates") when both of the 

following events have oecurrad: 

(I) rates higher than the Non-Supplemental Agreement Rates are no longer required by the 

rehablhtatlon plan of the American Federation of Musicians and Employers' Pension Fund, and 

(Ii) The American Fedcrafion ci Musicians and Employers' Pension Fund repeals In rtAI Its 

procedure that provldas that an employer and cohctive bargaining agreement Is not acceptable 

to the Board of Trustees of suoh Fund in the event of a reci.lotion ln the rate of contnl>utiOos. 

k. TI~lness of Payments: Musicians sf'lall be paid by the fourth day following the end of each 

week wortced for all services performed di.ling that wee«, Wages paid after said day shal be 

$Ubject to a 5% penalty for each 15 day period that the payment is late, to be paid conCUfl'entfy. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

114

74098001 DALLAS OPERA CBA 

 

AFMEPF0809

6.3 J'cn,jon lkncijts. 

6.3. I The l'mplo~cr signing 1his o~l'{'Clllmt ("Agr.:cmcnt"t hnving ogrc:cd 10 

bcco1ne o 1x1rt) w 1111.' f\grcl!mcm and Declaration or TnL~I Establishing 

the Amcricun Ft~lcru1ion of Musician, and Employers" Pension Fund (as it 

mn) he amended from lime 10 lime) which is incorporated by rcfcrcnc, 

ln10 this Al!.rccmcnl . :,;;hall make pt!m,ion comributitlllS 10 the American 

fcdcr.nion or Musicinn, and EmplO)Cr ,· Pension fur.d (the "Fund"! on 

hd1,,1r or each c,nplo)eC co,wcd b) 1his Agrccmcm in nn amount <:<11u1l l0 

thl? IOllowing sprcilied 1>erccntagc: (or perccntngcs) or ~ulc wages cnr11t•d 

from 1he Employer. d'fcctivt as of the date (or du1cs) sci forth hchm and 

in !H:c:ordmu::c "ith HH! tE!nns and conditi<ln.s described herein. 

6J.2 EIToc1i,c June I. 2012. the Employer shull con1rib11le 10 1he American 

1:edcration of Musician sand Einpklycn." l>cnsion Fund (thl! ··rund .. ) in 

occc,rdancc wi1h lht: cunirih111inn schL'tlulc 1hc rchilhililution plan udOJlll?d 

b) 1hc Bo,,rd or Trusices of the Fund on April 15. 2(Jl0 (the "2010 

Rchubili1.11io11 J>lnn·l which is incorporotcd herein b)· reforcncc. 

Sp<<ilicall). tht emplo)e( s co11111bu1io11 rate will i11ercasc us folio"~ 

inclu,i\'e of r<hobili1mio11 pion: 

201~-~QIZ ~~IZ-~QIB ~!! I H-~Q I 9 ,l0!9-,lO,lQ 

Pension Con1rit"iu1ion R;;11e I 6% 6.5% 6.75% 7% 

6,3.3 !'he Employer shull make paymcn1, IJ1 1hc Fund in such form und foshion 

and ul such tinw, r,s 1hc Fund Trus1cc shflll deem llpprnpriatc. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

115

74098002 DALLAS OPERA CBA REHAB 2 

 

AFMEPF0810

6.3 Pension Benefits. 

6.3. I Inc employer signing this agreement ("'Agreement .. >. having ag-rced to 

hccomc a part) to the .\grcemc-nt and Declaration of Trust Establishing 

the American Federation or Musicians and t.mploycrs· Pension Fund (as it 

ma) be amended from time to timl.') ,Ahich is incorporated by reference 

inio this Agreement . shall make pension contributions to the American 

Fed..:!nHion of Musicians and f-mplo)cr s· Pension Fund (the .. Fund .. ) on 

behalf of each ernplo)ee co,·crt."'<.I b) Lhis Agreement in :m amount equal to 

the follov,ing specified percentage (or percentages) of scale 'A ages eamed 

from the [mplo) c-r. elTecth e as of the date ( or dates) set forth bck>\\ and 

in accordance with the tem1s and conditions described herein. 

6.3.2 Etlecth·e .lune I. :!012. the EmplO)Cr shall comribu1c 10 the American 

Fedcrnlion of MU!>icion !> and Emplo~t:rs' Pension Fund (the --fund .. ) in 

accordance with the ccmtribution schedule the rehabilitation plan adopted 

h} the Board of frustees of the Fund on April 15. ::?O IO (the ··20 I 0 

Rehabilitation Plan .. 1. "hich is incorporated herein b) reference. 

Specifi cally. the cmplo)er's contribution rate will increase a,; follO\\S 

inclusive of rchabihLation plan: 

I 2016<:?017 :?0 17-2018 2018-2019 l 2019-2020 

Pension Contribution Rate 6% I 6.5% I 6.75% I 7% -

6.3.3 The Emplo~·er shall male pa) rnents to the Fund in such form and fashion 

and at such times as the rund Trustee shall deem appropriate. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

116

American Federation of Musicians and Employer's Pension Fund - Exhibit Section 7.07 

Group # PDF # Item # Agr ID Agreement Name 

1 1 96 949000001 DALLAS SUMMER MUSICALS CBA 

 

AFMEPF0811

5.2 Emp~yee pension Funds. 

The employer shall conlribule an amount equal to twelve percent (12%) of all eamings of 

persons covered by this Agreemen~ computed at scale, to the American Federation of 

Musicians' and Employers' Pension Fund, created pursuant to Trust lndenlure, dated 

October 2, 1959. 

5,2A The Employer shall make such payments and submit reports to such places 

and in such form as lhe Fund Trustee shall des~nate, 

5.2B Employer payments lo the AFM-EP Fund shall be made simuttaneously with 

wage payments to the musicians for services perlormed hereunder. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

117

959738002 DALLAS SUMMER MUSICALS CBA REHAB 2 

 

AFMEPF0812

5.2 Employee Pension Funds. 

The employer shall contribute an amount equal to twelve percent (12%) of all earnings of 

persons covered by this Agreement, computed at scale, to the American Federation of 

Musicians' and Employers' Pension Fund, created pursuant to Trust Indenture, dated 

October 2, 1959. 

5.2A The Employer shall make such payments and submit reports to such places 

and in such form as the Fund Trustee shall designate. 

5.2B Employer payments to the AFM-EP Fund shall be made simultaneously with 

wage payments to the musicians for services per1ormed hereunder. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

118

79255001 DALLAS SYMPHONY ASSOCIATION CBA 

AFMEPF0813

10 13.Q. Rel(emenl ood Pensio"\; The Dallas Sympw.;iny Orchestro Rel,emefl.l P1o•, 

(R01irem-en1 Pi-ol')t -shall conlinue In effect !or 11,e lem-i of lhis Ag,eement. 

wi!h such changes in lorm ond svbstonce as may be nece-ssory to mee1 

lhe ,equi1emenl5 oi the low. 10 conlo1m 'o ine tem'\S of lhis Agreemeni os 

ormmdad. ond lo ettecruoie Jhe muIuo1 objec1i ... es of the oorti~. 

(IJ fr.e terms 01 rrie Reti1emen1 Pio'\ Of& as set fOfth in the pion 

inshur"'\enu. The p:mcipol provlsiom of !he ~e1ireroenl Plan ore 

~umisned p.e,iocficolly 10 ct MU!fcions in accordance with 

opp:lcob!e ICM·s: fetf!'rence is mode 10 such inlofmOliOn ond to the 

pJon Ilse!! for oe1oirs concerning eli9ibitify. deflf'llJions of 11:?rmi. 

ves•ing provisiOl'lS, and the like, A,J! o f me 1e1nu ploc~d within 

Quotation ino,lcs in lnis Section ho"'e .$.VCh meanings os ore defined 

m lhe Rell'Ol'?'..Cni Pion. 

(2) rne "No«nol Pension- wil b& one lhousond , nine-t,und·eo•tweniy 

dollars f$I 920.001 per colenaor month. 1,e. S2J..0-40-per yeo1 fo, o 

Musician o, 01 obove N0tmal Rotimment Age 'Mlh ot leo11 :30 veors 

cf Pension Credil. 

!31 11,e Or'f)OU"t o ! •ne Reduced Pensiol"\" will be o monthly omounl 

eq,uol to sixiy•fo.;r do!!o<s {$6-1.00~ fo1 eoch ft .. 11 yco, ol "Pension 

Crecfi1 ' 

(4) The cosl of 1he aciuorio! chorge for lh~ pre--relirement death 

benefll OM V1fy 1p:e-f'efremen1 rc,inl and svrvivo, onnultv) will be 

paid by the "Pens'on Fund·' rothe1 !hon by the Musicion. 

f5j Relllemcnl Pton Conlr'biJtions will t>e paid ouortetly. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

119

952560001 DALLAS THEATRE CENTER CBA 

AFMEPF0814

\A,llf\,IU.:,JUII U l \fl"\i, 11111,A! '-'"4•'"-".,_J ,.,w, , v 11,""'••wv1 

. 

5 2. Employee Pension Fu ds. 

Effective September 1, 2015 the Employer shall contribute to the 

American Federation of Musicians and Ernp1oyers Pension Fund (AFM-EP 

Fund), created pursuant to Trust Indenture, dated October 2. 1959 

Specijically, the employer's conttibutJon rates, Inclusive of the 

Rehabilrtation Plan adopted by the Board of Trustees of the AFM-EP Fund 

on April 15, 2010, will be as follows: 

Effective September 1, 2015 the Employers contribution rate will be s~ 

percent (6%). 

Effective September 1, 2016 the Employer's contribution rate wtll be six 

and one-ha)f percent (6.5%). . 

Effective September 1, 2017 the Employe(s contribution rate will be seven 

and one-half percent (7.5%). 

Effective September 11 2018 the Employer's contnbution rate will be eight 

pefcent (8%). 

5.2.A. The Employer shall make such payme~ts and submit reports to 

such places and ll'I such form as the F nd T n.stea shall designate. 

5.2 B. Employer payments to the AFM EP Fund shall be rnade 

simultaneously with wage payments to the musicians for services 

· performed hereunder 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

120

959322002 DALLAS THEATRE CENTER CBA REHAB 2 

 

AFMEPF0815

5.2. Employee Pension Funds. 

Effective September 1, 2015 the Employer shall contribute to the 

American Federation of Musicians and Employers Pension Fund (AFM-EP 

Fund), created pursuant to Trust Indenture, dated October 2, 1959 

Specifically, the Employer's contribution rates, inclusive of the 

Rehabilitatiop Plan adopted by the Board of Trustees of the AFM-EP Funcl 

on April 15, 2010, will be as follows: · 

Effectlve September 1, 2015 the Employer's contribution rate will be si~ 

percent (6%). · 

Effective September 1, 2016 the Employer's contribution rate will be six 

and one-half percent (6.5%). _ 

Effective September 1, 2017 the Employer's contnbution rate will be seven 

·and one-half percent (7.5%}. 

Effective September 1, 2018. the Employer's contribution rate will be eight 

percent {8%). . 

5.2.A. The Employer shall make such payments and submit reports to 

such places and in such form as the Fund Trustee shall designate. 

5.2.B. Employer payments to the AFM-EP Fund shall be made 

simultaneously with wage payments to the musicians for services 

· performed hereunder. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

121

75879001 DAYTON PHILHARMONIC ORCHESTRA CBA 

 

 

AFMEPF0816

G. On behJJf of each Ccrntracted Musu:um c:mplo\·ed under thLS Agr«men~ thr , mphon hJII contnbuk 

to the American Federation of Mus1c1ans and l:mplon:rs' pension F uoo (AfM-[PJ) an addit1onal amount equ:u 

to 5.°'~ of all W'Jees c:ar~d under this Agr«ment. 

uch pa,ment sh.lit be uccompamN! b, the appropriate personnel and/or AFM B report form, setting forth 

for ec1 h mus1c1un on hthalf of whom jl(ns1on 1s b(m 1 paid, lhr mus1cion1s name, socml secunt, numbrr, 

date (or month) of rr, 1ctjs) for \\h1ch ptn.~1on 1s bem 1 p.ud, and the umount of pension contnbuted. A 

COP}' of this report sh.ill be sent ( s1mullancousl ) to the Union. All contnbut1orn. shall be p;11d no lakr than 

the last day of the month follo,Hng thr month m \\h1ch the wuL?cS on which the pension lmb1l1t is ba ed 

\\err paid. As a contnbutin rmplo ·er to thr AF M- LPF. the • ymphony a rrcs to compl with nnd be 

leL?ally bound by the terms and cond1llons of Lhr A 1retmenl und Drclaratmn of Trust cstabhshm I thr 

American rederll11on of Musicians anu rmplo,ers' Pcn\1on Fuoo ( ec [xh1b11 II). WoL?es shall include aJI 

waees contJJmed on the mu~1cu1n's \\-2-fonn. \\ a •es shall oot incltxle tra\'d and cartu 1e. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

122

72971001 DELAWARE SYMPHONY ASSOCIATION CBA 

AFMEPF0817

,,.18.1. ThcAssodntlon ahall con111butc to the Amrric~h Pr:de1·1tio11 ul Mmic• n ~nd 

F.mployrr Pe11sw11 Fund (

11A~ i EPJ-'11

) ull amuunt tqual lo eight point one lt!\'cll five 

pcW!t\l (8,115%) of c-ach ~1uJiciau's groc w.igcs, ~cm wigea'1 Includes di p<'r-~ervir.e p )', 

pnymtnh for aening as a ~olout, ovcrtunc, doubling, nd other wllgr. , hut uol l!tcludio 

ndleagc, per diem, 01 ~i11 l11g • 

17.18,2, In the t,•e11t tho l rn,tc-(',s of 1he AFM.EPF Jo not nllow parlldpatio11111 th Fund 

tlu, to the conlrihution lr.,..l 1redfied herein, ~I its option, th, /usoc1•u011 hRII e11hrr holJ 

I he fun~ <lue 111 an e c1·ow Rrco"nl uni ii uch tlmf as Ll1c (Ontrib"tion lt.vel Is accept blc to 

th T 1·ualcca, or P"Y the equ1yjlcnl innount lo I hr Mn 1r1J1111 u w~~c • 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

123

959788002 DELAWARE SYMPHONY ASSOCIATION CBA REHAB 2 

 

AFMEPF0818

T7. J 8. t. The Association shall contribute to the American Federation of Musicians and 

Employers Pension Fund ("AFM- EPF") an amount equal to eight point one seven five 

percent (8.175%) of each Musician's gross wages. "Gross wagea" includes all per-service pay, 

payments fo,· serving as a soloist, overtime, doubling, and other wages, but not including 

mileage, per diem, or cartage. 

17.18.2. In the event the Trustees of the AFM-EPF do not allow participation in the Fund 

due to the contribution level specified herein, at its option, the Association shall either hold 

the fuJlds due in an escrow account until such Lime as the contribution level is acceptable to 

the Trustees, or pay the equivalent amount to the Musicians as wages. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

124

72554001 DESERT SYMPHONY CBA 

 

AFMEPF0819

J. Pension Contributions: , CAmpany all be 

bol.Sld b,y the Ageement and Deciarat,on of Trust 

Establjsh]ng AmerlcatJ Federat.ion of Musicians 

and Companys' Pension Fund (as s been and 

may be me ed), vhich is incorporated lhaftlllllirl ~ 

rer◄~~ as tho set forth in ull. The Comp 

rees o abide by Ame · HM'.lli8t'a'l 0 

~ 

of 

and Employers' Pensk> F re:fla1Jld11ation 

plan adopted by Board of Trustees of the Fund oo 

April 15, 2010, _ ltd ,all contri ution schedules, 

~lch Is ffV'V'~~t here by reference. The 

Co - ny II ma e contnbutions to the AFM-EPF 

on hatf of.,,...,..,... 1uslcian it retai in t amoll'lt of 

10.9% that Musician's Scale vages: 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

125

78812001 DETROIT JAZZ FESTIVAL CBA 

 

AFMEPF0820

ARTICLE 4 • PENSiON CONTRIBUTIONS 

A. Pe.M.$iOn: The Employer agrees to <:ontJibute an amount equivalent to 10% of each 

musician's minimum wage scale ("scales wages''). to the AmMcan Federation of Musicians and 

Employers' Pension Fund (the MFund"). 

B. All cootnbullON Jo the F1M1d shall be made by Check payable to the "American Federat>O<l ol 

Musicians and Employen' Pension Fund· All tucl> check(s) shal be accompanied bY the Local 

5 rernl!!ance fonn idenufyr,g for each musiclon lor Whom a contribulion II mode, ll>e mu!ii<:ion'o 

name. sodal seculey runbe<. date(s)of q_,. lorwllich penllon II poid. scale wages on 

which pension lo J)lid The c:heck(s) and - ""°"'1a6on sllal be trln1mltted 10 local 5 

oervices fo, which IUCh ccnlribultoM ""' ptyable. ~ Jh<! Employer II unlncot poc ated. no 

coobibutions win be paid on behaK or any owner or part owner of Ille Empoye<. 

The: Employer agrees to be bound by The Agreement and Declaration of Trus.1 

establlsl\lng the Amerioln Federatioo of M"'lcians and Employe(1 Per,llon Fund. •• ft may be 

amended from time 10 limo. which is iooo<poraled bY re!erence into 1h11 Agreomom. 

C EffeclMI ~ 1, 2011,rE- Dato"). Employer ohal - 10 lhe Fund on 

......i.mce WICh tho con1ribu1ion - for tho ,_,,_ plan adol)Cod bJ lhe Boald cl 

Truolees of the Fund on April 15, 2010 (ll1e '2010 Rehabfialion Pliln1, whlcll is incoipo,aled 

herein bY refe,enoe 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

126

76614001 DETROIT OPERA HOUSE CBA 

 

AFMEPF0821

3 PENSION: On beha~ of each musician covered under this Agreement the Employer shall 

oontribtJte to he Amencan Federation of Musicians' and Employers' Pension Fund (AFM· 

EPF) an addrt1onal amount equal to 13 99% of a I sca,e wages earned under this 

Agreement. exclliding any additional amounts r egot ated by individual music.ans under 

personal service contracts wages Each payment shall be accompanied by the appropnate 

personnel and/or AFM B report form, setting forth for each musician on behalf of whom 

pension is being paid, the mus,cran's name, social secunty number, date or service{s) for 

wh·ch pension is bemg paid ario the amount of pension con1'1buted All contribtltlons to the 

AFM-EPF shall be paid "° later than the lh1rt1eth day or tie month following the month in 

which services have boan performed As a contnbuting employer to the AFM EPF the 

Employer agrees to comply with and be legally bound by the terms and condihons or t e 

Agreement and Declaration of Trust establishing the American Federation of Musicians' and 

Employers' Pension Fund 

!-'.ffect1ve September 1, 2010 ("Effeet,ve Date~), Employer will contribute to tho Amencan 

Federation of Musicians and En players' Pellston Fund (lhe 'Fuod") in accordance with 

the contribution schedule o the rehabthtation plan adopted by the Board of Trustees of 

the Fund on Apnl 15, 2010 (the io10 Re abil1 at1on Plan'), which 1$ Incorporated herein 

by reference. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

127

76569001 DETROIT SYMPHONY ORCHESTRA CBA 

AFMEPF0822

1. The Corpaat on Shall cootr ute oo a t.weett~ basis to the AFM--

E~F Plan an am0\111 @qUal to six ptre@nt (6%) of scale wageg 

~ plus 6ftt!n percent (151) of ser101ity pay paid for each 

m~idan who becam& a menter of the OrchKtta p,io, to 

September 3, 2007. For any musician ~o became a member of 

the Ort.hestra ~ or after Septemb@r 3, 2007. the Corporation shall 

contritMJ on a bf weekly basas lo the AFM~ Pf Plan an amomt 

!qual to seven percent (7%) of stale wages paid plu$ fifteen 

percent (15%) of senaorily p~. Men bers of the Orehestra h ed 

before September 3. 2007 shall con5nue to accrue benefit and 

vesting s@r\'ice 1n tr\! D&troff Symphony Orchestra, Inc. Muslda~' 

Retirement Plan. M mbers of the Of dlestra vmo YA!t@ hied oo 

or afttr September 3, 2007 sna• n~ p~ate in th& Datroil 

Symphony Ofchestra, Inc., MUSicians' Reilement Plan. 

Scale wage 'Shall rd.Jdt al forms of compensation set forth In 

Artae V of this Contrad (ex~I for serionty paymeris which are 

addr@ssed separately above) arxt s~l&ave pay. b~ sh~I exdude 

u~ leaYH of ab~ and long-term ~bU~y. 

The C01porat1on agrHs to be botild by the t!rms and cond ons 

of the ~Mment and lh& Dedaration of Trust estabftstilg The 

American Fede,aban of Musiaans a~ Employ@rs' Pe,,sion Ft.nd, 

as amended hom tine to lirM. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

128

959394002 DESERT SYMPHONY CBA REHAB 2 

 AFMEPF0823

K. Pension ContributJons: The Company shatl be bound 

by the ~reement and Declaration ofTrust Establishing 

the American Federation of Musicians and Company's 

Pension Fund {as It has been and may be amended), 

Which is incorporated herein by reference as though set 

forth in full. The Employer will contribute 11.99% of 

scale wages, lndusive of all amounts required by the 

Fund's Rehabilitation Plan. The Fund wm not consider 

9.09% otthese contribution payments v.tien calcuJating 

Mure benefits. 

2019-2020 2020-20·21 2021-2022 

11_ggo/4 11 .990/o 11 .990/o 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

129

78086001 DETROIT SYMPHONY ORCHESTRA FOR FORD MOTOR COMPANY VEHICLES INCIDENTAL 

RECORDING FOR VARIOUS PROJECT 

AFMEPF0824

~, fen ' n uoo ConM~tlon -f m~~er Bire!s to ~un~ ~

1

f ~e Tru~t looe tur ~~ ed, 18n/~~, 

monOPD from lline lo 11111 1 ~to'IIOlng for C011trl~utkJl\1 lo IM Af M Ind [mplo~n• P nil on r~11~1 ,n~ , 

rur r a1ree~ to co t 1ft lo 1ut~ fun~ on oen~lf of I~ niu1rdan~ ef«ije~ D~ toe em~lo~r i~ arr It 

~ u;rto t81~ of Wije, ~unea ~ ~~ mu~1,1ani Th'Hon ,1~utlon ,~te ,~11 ~J ~o~me~ ro ,I.Id 

tnc tontrioutlons re~ulr~ un~rr re~a~lliUt n ~~n ~ I ~t ~ tne ~oara or f I ! of tn~ tun~ OB 

A~til J ~, ~~10, u a tea lun n, 1016, . 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

130

78086002 DETROIT SYMPHONY ORCHESTRA FORD MOTOR COMPANY 

VEHICLES INCIDENTAL RECORDING VARIOUS PROJECT REHAB 2 

AFMEPF0825

6. Pension Fund Contribution - Employer agrees to be bound by the Trust lnqenturc dated, 10/2/59, as 

umeoded from time to time, providing for contributions to the AFM a·nd Employers' Pension Fund, and· 

further agrees to contribute to such fund on behalf of the musicians engaged by the employer an amount. 

equal to 12.817' of the wages !?arned by said musicians. This contribution rate shall be deemed to Include 

the contributions required under the rehablfltatlon plan ad9pted by the Board of Trustees of the Fund oo 

Aprll 15, 2010, as updated June 27., 2016: · 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

131

 

78348001 DIAMOND HEAD THEATRE CBA 

AFMEPF0826

VI PEN510 N 

6.1 The Et,'lptotet adopts the Arneri/:an Fe-deratietl of MusiQans a nd Emplovers• Pen:sion fon_d 

rehabHitati.on plan adopted b"f the Boar,d o( Trustees.of the Fund on April 15, 2010~ i'ndUi:lihg all 

c:onuibuti.on Wle.dules, which.is incorporated hero bV reference. Specifically, the employer's 

contribt.flion shalt be 6:54 '6 of each musk i.a:n/employee-'.s wages as defined In.Artie~ IV a nd 

Arfide. Vo f tliisAgr eement twhrch shall be. c:o~de,e.d to be scale wages andpald to the American 

federation of M!J~icfan.s and Empfo.ve,s' Pension.Fund).-

6.;2 AU contfibutJons to the F\inri.stlaU be mad!? by died payable. to the Af-'M•E·Pf (An;ierican 

Federatibll of Musicians and Empto:vers· Pg,nsiOfl Fundl~ASI such checb ~all be accompanied by a 

remittance form identifying for each musidanf emptovee tor whom i! contri"t:iuH011 iaS-made; the 

mUSldan/employee.:.s name, sod al sec.urltY number, dalR,(s) taf el"\Pgement for wnlch pension ls 

paid, s·cafe. wages on Whkh pe_nsion is Pali'd and the amount ot pms;oo. The chedt: aod tt'rnittanO!' 

lnformation st)all be. tn~itred to lh.e Assocfation for forwa;di.Qg to the F'\.lod 'with.in lhifl\' (30} 

days,tollowlng,the rendefinC ot .servTces,lorwhkh-wdi contribu~ons are pavable. 11 tt\e Emptovl'r 

is unincorporated, no rontributions will be paid on behalf of any owner or part owner of the 

Employer. 

6.3 The Employer agrees to be bound bv The Agreement and Oedaration of Trust establishing The 

American Federation of Musicians and Employer's Pension Fund, as it may be amended from time 

to time, Which i.s incorporated by reference into this AgreemenL 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

132

76931001 DINNER THEATER OF INDIANA CBA 

 

AFMEPF0827

7. AFM PENSION 

The OOP, elfealw, wl1h 1118 date ol 1111s agreement. wll make a ccntribu1lon 

In 1118 following amou,ts 10 1he American Federalion of Musicians and 

Employe,s Pension Fund (AFM-EPF) fo, each musldan oovered under 1111s 

ag<Nff'NW'lt 

2017-2018 

2018-2019 

2019-2020 

202~2021 

2021-2022 

5.0% of scale wages 

5.0% of scale wages 

5.0% of scale wages 

5.1)% of scale wages 

5.0% of scale wages 

(Scale Wages lndude all items contained In Section 6) 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

133

79202001 DISNEY WORLD RESORTS LCL 389 WALT DISNEY PARKS AND RESORTS US INC CBA 

AFMEPF0828

Sl:CTION 3. AFNPF CONTRIBU'llONS. 

(a) EJlee1he JIAy •· 1993. lhe C""-'Y agrees to mau penskll> ccnribuUons to..,. Ametlcan 

Federation ot Musk::ians· and emi:,oyel'S' PensiOn Fund r AFM-EPF") on bel\alf 01 Musicial't$ ii $lat.us~ in 

this barga.i'ling unit, pays wages repocted on a W-2, and employs undet lhis Agreement. at 11',e 

percentages se1 for1h In-33. A<.awdiiyy, the Company agrees to be bound by and hereby a«>epts 

lhe terms ..s c:ond•lon• "'Ille JlGreement ..s 0ecle1111on"' lhe Tru11. - OCI- 2. 1959, Ollllllll1Nrcl lhO AFM.a>f (Ind all plans. "'"'· and polldes lheteun<IM). U wnended, O< U may be 

ameooed from time to time (lhe ~,us1: oollectiwly). Tr..is. I.he company $peciflcally ad(no'MMges the 

l&tms of the AFM•EPF Tl'USL which are i~tporated by refetet1ce and made a pan hereof atid agrees, 

v«-.en employing Musicians statused i'I this barga.-iing unit. paid wages t epor1ed on a W-2. atid oov«ed 

by this Agreement to provide ma.sonable access 10 all lnfotmation that the AFM-EP.F may require, and 10 

petrnit the AFM-EPF to conduct an audit of the Company's payroll and wage reCOl'ds (at the AFM-EPF's. 

expeMes) to vel"ify the accll'aey of the oonll'iblAions made. 

(b) COntributiOns made to the AFM-EPF Trusl shall be paid o...er to the AFM-EPF Trust through 

the Union's financial otricer befOl'e the 15th day of the calendar month r010Wing the month in ....tiid'l lhe 

con1ri:lutions are m ade. 

(c) The parties agree lhat pension oonttlbutiOnS Shall only be made by the COl"l'lpany oo behalf Of 

Musicians statused to this bargaining unit. paid wages reported on a W-2, and covefed by this 

Agte:emenl No pensiOn oonttibutions or benefit$ under this Agreemen1 shall be owed or paid by the 

Company to or on behalf of Musicians on TA. Musiciam not s1atused 10 this unil whO sub as Musicians, 

ot any otnet group not specif.cally covered by lhtS Agrffm&nt. Musicians 001 statuSed to tt.s urit whO a,e 

con1,acted 10 work undei' a TA Shall be compensated a,s se1 rortn in Artide 25. S-ee1i0n 6(c). 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

134

710499001 DISNEYLAND RESORT LCL 7 DIVISION OF WALT DISNEY PARKS AND RESORTS US CBA 

 

AFMEPF0829

PENSION 

A. The Employer agrees to be a party lo the Agreement and Declnration of Trust 

establishing the American Federation of Musicfons aod Employers' Pcnsfon Fund (as it may be 

amended from time to time) which is incorporated by reference into this A&reement, and to make 

1,ension contributions to the American Federation of Musicians' and Employers• Pensjon F'lu,d 

(AFM/EPF) on behalf of all eligible employees. at lhe pereeni.ges(s} :;e1 fMh in paragraph C., 

below, effective as of the datc(s) set forth below, tmd in acoorda1)ce with the terms aod 

conditions described herein. 

8. Bligible employees shall be defined as nll employees working under tJle tetms of this 

Agreement. 

C. TI1e Employer agrees to make pension contribution.~ equaJ to thi11eeo (13%) percem of all 

holU'S v.'Orkcd or paid on a monthly basis for aJI eligible e1nployees. Additionally, lhe B:inployer 

will contribute lo the AFM/EPF in nw,rdanee with the contribution schedule of the J'ehabilitation 

plan adopted by lhe Board of Trustees Ol"1he AFM/EPF 011 April 15, 2010 ("Rehabilitation Plan"), 

which is incor1>0rnted herein by n!forenoe. The J;Jnployer agrees to make pension contribulions 

equal to a pcrccruagi:: of all hours worked or paid on o monthly basis ror aJI eligible employees. 

Specifically. the Empluyer•s ccmtributi04l rate will be per the terms oflhe Side Letter of 

Undc~andio& (Pensjon Contributions and Rehabilitation Plan} dated April 1, 2011. 

D. The Empl<)yer shall nm he liable for any pension contributions in excess of tJ.1ose stated in 

l)Mlgraph c. 

E. Cenlribulions made to tl1e AFM-BPF shall be paid lo the AFM-EPF 011 or before lhe 201h 

day of 1he calendar month following the month in which contributions were camcd. 

r:. New einplo)<ees covered under ti.tis Agreement shall not be eligjble 10 cmoll or participate in 

th.e Employer's Pension Plan., and current employees shall not be eligible to enroll and/or to con1inuc 

to parlicipote in the Employer's Pension Plan. 

O. The following policy shall apply reg&'ding lhe Musieim1s Unioo withdrawal from the 

OisneylaJld Reso11 and. Associated Companies' Retirement Plan (lhc "Plan") and st1bscqucnt transfer 

i1110 the AFMIEJ>P. 

I. The effec1ive date oflhc iransfer will be July I, 1993. As or this date b<melitaeerual 

ond vesting credit will cease under the Plan. Employees will generally be 1reated as though 

rhey are te1mlnated employees with regard to 1hc Plan and their benefit \Viii be based 0111he 

schedule in effect as of July l, 1993. Employees will fc1II into three c:a1egories: vested 

employee.'i with a lump sum value over $3,500, vested employees wjth a lump sum value 

Jess than or equal lo $3,500 and non-vested employees. The three categories will be treated 

as follows. 

2. Vcst<-d Ovc;rSJ.500 

Bmployees will continue to be partici_pant.-ci in the Plan with a frozet1 benefit and with uo 

additional vesting. credit towards pos'?" J~ical or the enhanced early retirement 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

135

710499002 DISNEYLAND RESORT LCL 7 DIVISION OF WALT DISNEY PARKS AND 

RESORTS US CBA REHAB 2 

AFMEPF0830

Tl~ 1'111tJC> - .. 11y lgrtt IO"""" 111< Kml< ond wndltioo, ., ,he Apnxol ., 11 ,9 pm.. Tl!,1nidat • .SC,,,cmbtt I 6. 

:roi I. ~ct• to th< nl!l>I ur <l1ho:r p,,t) IO 1,1ml•• Ill,) - • ••~ 1noiw,-.ory ol'~nlb<t 17, t<>lk>'>••I Sep1,"Rlb<1 

l i. :!021 upw11bc-si,,.ag ar wnncrt nod:cc ar ttrmm::itm ro l~tt'J' llma uxty(60> Wl')-i. no1 pn.'tt'iba; 11r enrmve UC 

nf 111th 1c:Tmtl\&1ian 

FJTa.,_;n•c Srpacll'i!cr I 7. ~0.."0. la be in mmplimce Wtlb 1M ,\FM..EP-f June 20 It: Upctau,. to lhc Rcbabibuoon Pl:an. 

the: f mplo)w will or11mrib1ae- I c; ,5s-,... or"i:•lc • ~P, lfldu,,;..e of nll .imrM.l""tt<f''ircd b)-1hc Fund~~ RC'hahllis."ltiM 

l'llo. Th< Fond ,.,II no, oon,ld<r •> 09''- of ,bes< c00111buho<I poymaus •il<• cakuli1mi fu<11rc bmtfiu 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

136

713779002 DOMINICAN UNIVERSITY CHORALE CBA REHAB 2 

 

AFMEPF0831

p I 10 

E er I c-0 c ! 1 R ~ b oo:rlo~1 n 

e~, c o lo~ 

to pa~ n •al ~ · • 

I "ru1~ · i in ~e ~r~'4 amoun 

&de pa,aole t ne Un~ II which lu e; 

n eno1on amo la

1

00 nan ~ij 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

137

716354002 DOMINICAN UNIVERSITY CHORALE CBA REHAB 2 

AFMEPF0832

PENSION 

Effective on 8/1/18. the Employer wm contribute 8.39% (110% of the total pre-Rehab Update contribution 

rate) of scale wages, inclusive or all amounts required by the Fund's Rehabilitation plan. Employer agrees 

to pay an amount equal to 8.39% of au wages to the American Federation of Musicians and Employers Pension Fund (AFM-EPF) for each musician employed by Employer. A check in the proper amount shall be 

made payable to AFM-EPF and shall be mailed to the Union with a copy of the payroll which includes 

names. Social Security numbers, wages and pension amounts for each musician not later than 30 days from 

the last service perfonned. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

138

958443002 DRURY LANE THEATRE OAKBROOK CBA REHAB 2 

AFMEPF0833

EIGHTH; PENSION: The Employer sh.all pay to the AMERICAN FEDERATION ©F 

MUSICIANS'ANOEMPLOYERS'PENSION FUND (th.e "Fund") an 

amount equal to Sixteen and 786/1000 percent (16. 786%) in· 

accordance with the contribution sched ule of the Rehabilitation 

Plan·sadopted 6y the Soard of Trustees of the Fund. The Fund will 

not consider 9.09% of the contribution payment 

when calculating future beAefits. 

The Employer shall pay to the Fund the a mount <;alculated on 

the Employer's gross weekly pay (including rehe-arsals) of 

each Musician. Such payments shall be forwarded weekly to 

the Office of the Union during the week following the week for 

which the payment is made. 

The Employer shall file contemporaneously with the 

aforesaid payment Information relating to the 

Musicians on whose behalf contribufions are paid 

Including the Musician's name, social security number, 

wages and such other inlormation, which the Trustees or 

!he Fund may reasonably require. 

The Employer adopts ana agrees to be bound by all of 

the terms and conditions of the Trust Agreement creatlng 

the AMERICAN FEDERATION OF MUSICIANS' AND 

EMPLOYERS' PENSION FUND, dated October 2, 1959, 

as amended from time to time, as fully as lrthe Employer 

were an original party thereto. 

ThE1 Employer hereby ratifies and agrees to be bound by 

all actions taken and to be taken by the said Board l)f 

Trustees pursuant to the Powers granted them by the 

Trust Agreement. 

The Fund shall prov,de pens,on benefits according to the 

AMERICAN FEDERATION OF MUSICIANS' AND 

EMPLOYERS'.PENSION FUND PLAN, as amended by 

resolution dated December 3, 1964. and April 3, 1967, 

whJch said Amended Pension Plan Is attached nereto 

ar,d made e part hereof. 

In the event the Pension Plan shall be further amended. 

Bllherln whole or1n part, during the term of this 

Agl'tlement, the revised Pension Plan shall be deemed to 

be Incorporated herein as if a part hereof. 

NOTE· Pensk>n payments are paid pn the gross weekly 

wages or each mus!cJs1n inc;fudlng rehearsals. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

139

846134002 EAST WEST TOURING CO BOB DYLAN FALL 2019 TOURS CBA REHAB 2 

AFMEPF0834

5. PENSION 

The Employer agrees to contribute an amount equivalent to 17 .99% of each employee's wages as defined in Article 3 of this Agreement 

(which shall be considered to be scale wages) to the American Federation of Musicians & Employers' Pension Fund ("AFM-EPF'). All 

contributions to the Fund shall be made by check payable to the AFM-EPF. All such checks shall be accompanied by a remittance form 

identifying for each employee for whom a contribution is made, the musician's name, social security number, date(s) of engagement for 

which pension is paid, scale wages on which pension is paid and the amount of pension. The check and remittance information shall be 

transmitted to Local 802 for forwarding to the AFM-EPF within ten (10) days following the rendering of services for which such 

contributions are payable. If the employer is unincorporated, no contributions will be paid on behalf of any owner or part-owner of the 

Employer. The Employer agrees to be bound by the Agreement and Declaration of Trust establishing the AFM-EPF, as it may be 

amended from time to time, which is incorporated by reference into this Agreement. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

140

846034002 EAST WEST TOURING CO BOB DYLAN SPRING AND SUMMER 2019 TOURS CBA REHAB 2 

AFMEPF0835

II II 

!1 PEN JON 

n1 fo1~lo~cr at~t, 10 con1rlbu1e ~o ~n~Jnl ~uiva!t.1110 llrle~1 ~eMnl 0, ~Wt) of mn ,m~ID)1cc'! ~~~~s as a,fin~ in Anicl~ l or 

1~1 A~cr111ehl (w~1cl1 ~1~11 o~ ton!t~rr~ to ~ 3⁄4al wa ) 10 l~t Am tjtan ~-~rn11on of Mutcians & Em~lo}trs' Prnsloo fun~ 

rAFM·E~f ') All ton1ul1u1ion! 10 l~e fund shJII ~, ma e by c~ttk ra~Me lo 1~ Ar t,EP~, All sucn c~etb ,~all ~, accom~anle~ 

~)' a rem:11ant~ faun 1~t, llfylng for (~en emplo}t~ for ~tom a con1ti~u1ion I, m~«~.1~e m~~lc1~n's n me, s~fal muri~ num~r, 

~te(s) or engaieii1tn1 fo, w~i ~ ~n~1on is ~~io1 ~eek wagti on \~nkh ~n,~~ i~ ~al~ n~ 1n, mounl ol l)Cn~lon The chccl anu 

rcmiuance inronm1ion l~lll be lrdn~milled 10 local 1~1 fOl forwarJini 101~e Af M,r~f wli~ln ltn (I~)~~), followm; l~e rcn~crln~ uf 

~ervkei for wM ~ ~11cl1 coolri~ull~i &re ~)'able. If 1~c em~lo~« ~ un1ncC4~ra1e~1 no con1n~uhon! will ~ ~aio on oeMlf of any 

O\~nc1 or ~rt.ow1~r of IM ~mplo)tr, The rmplo)~r a~m 10 ~e oo«rt~ ~ 1~, A~~~mtnt u~ lkclaration of Trust c~ta~li~inJ t~ 

ArM,crF, ~ 11'111 )' ~ II ~~ rrom lime 10 lime, w~i[~ i, int ~Ot (~~ ~~ rtferent~ lnlo tM~ Awetment 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

141

955164001 ELGIN SYMPHONY ORCHESTRA CBA 

 

AFMEPF0836

6.7 2.2 Pension: The Employer shall pay to the American Federation of Musicians' 

and Employers' Pension rund, in accordance Wlth the contribution schedule of the 

Rehabilitatton Plan adopted by the Board of Trustees o the Fund on April 15, 2010 (the 

"201 o Rehabi11tatlon Plan"), wh ch 1s incorporated herein. An amount equal to eleven and 

rnnoty nine hundredths percent (11 .99%) of the g,oss weekly pay (including vacabon 

pay) of each Musician. The rate set forth in this Agreement Wlll be discontinued 

immediately and wm revert to u,e eleven percent (11 %) rate when rates higher than the 

eleven percent (11%} rate are no longer required by the rehabilitation plan of the 

Amencan Federation of Musicians and Employer's Pension Fund 

Such payments shall be forwarded weekly to the Office of the Union dunng the week 

rollowing the week for which the payment ls made The Employer shall file 

contemporaneously with the aforesaid payment information relating to the Musicians on 

whose bohalf contributions are paid including the Musiaan·s name, social security 

number, wages and such olhe< Information, which the Trustees of the Fund may 

reasonably require The Employer adopts and agrees to be bound by all of the terms 

and condrtions of the Trust Agreement creating the American Federation of Musicians' 

and Employers' Pension Fund, dated October 2, 1959, as amended from time to bme, as 

fully as 1f the Employer were an onginal party thereto. The Employer hereby ratrftes and 

agrees to be bound by all actions taken and to be taken by the said Board of Trustees 

pursuant to the Powers granted them by the Trus Agreement. The Fund shall provido 

pension benefrts aCCO(d,ng to the American Federation of Musicians' and Employers' 

Pension Fund Plan, as amended by resolution dated December 3, 964, and April 3, 

1967, which said Amended Pension Plan is attached hereto and made a part hereof. In 

the even the Pension Plan shall be further amended, either ,n whole or in part, during 

the term of this Agreement, the revised Pension Plan shall be deemed to be 

incorporated herein as if a part hefeof, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

142

958673002 ELGIN SYMPHONY ORCHESTRA CBA REHAB 2 

 

AFMEPF0837

6 7 2 1 Pension The Employer shall contribute lo the AMERICAN FEDERATION OF 

MUSICIANS' AND EMPLOYtRS' PENSION f UND (the Fund) an amount equal to 

l hirteen and 189/100 percent (13.189%). The r und will not consider 9.09% of his 

contnb 1t1on payment when calculating fulu1 enef,ts. 

Such payments shall be r orwa ded weekly to the Ott,ce of lhe Union during the week 

following he wee for which the payment is made The Employor shall file 

contemporaneously with lhe aforesaid payment information relatmg lo the Musicians on 

A 

whose behaif contributions are paid including the Musicians oar 1e, social security 

number, wages and such other mformatton which he Trustees of the Fund may 

reasonably require 1 he Employer adopts af'd agrees lo be bound by all of the terms 

and conditions of the rrust Agreement creating the American Federation or Mus,cians' 

and Employer4,' Pension rund dated October 2 1959, os amended from tune to time, as 

fully as 1f the F mployer were an original party hereto. The Employer hereby ratifies and 

agrees to be bound by all actions ta en and to be taken by the said Board or Trustees 

p rsuant to tt)e Powers granted them by the Trust Agreement The rund sha11 provide 

pension benefits according to tl1e A-nencan federation of Mus,cia s and Employers' 

Pension fund Plan as amended by tesolution dated December 3 1964 and April 3, 

1967, wnich said Amended Pension Plan 1s attacred hereto and made a part hereof In 

the event lhe Pens10n Piao shall be fu her amended, either 1n whole or in μart. during 

the term of this Agreement the revised Pension Plan shall be deemed to be 

incorporated herein as if a pan hereof 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

143

73179001 EMMANUEL MUSIC INC CHURCH CANTATAS SERIES CBA 

 

AFMEPF0838

11, ( Jrch,• I l .ttl,f J dnJ 11111 Ill~ I 11011 tin~ ntl un,• 1}1L' 

01'1 thL• I l't' Ill 111 I · I 1nnth lo 111111 II 

n ml \ u\'C't' I · I rm~ 1e111 11J 

• n l·M Empl1 ~;tN1 

t ml ~ 

111 

,1 1hr I 

111 10 I ~ U I 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

144

959371002 EMMANUEL MUSIC INC CHURCH CANTATAS SERIES CBA REHAB 2 

AFMEPF0839

D. Pen,lon, AFM-EPF 

The Employer agrees to be bound by and auepc the cerms and conditions of the Agreement 

and Declaration of Trust creating the AfM Eruployets Pension Fund (AFM-EPF). The 

Orchestra further agrees 10 contribute to the AfM-EPf an amount equal to 14.85% of all 

applicable wages earned by each Musician performing musical services., This amount is 

inclusive of any payments required by law in the Pen.i;;ion Prot.eetlon Act of 2006 and the 

f und's 2018 Rehabilitation Plan. The Fund wiU not consider 9.09% of these comribution 

paymeuts wheo calculatiog future benefits for the Musicians. Pension contributions will be 

submitted to the Union by one separate cheek, made payable to AFM-EPF by the fifteenth 

(1 S•) day of the month following the month during which musicaJ services were. performed. 

The: appropriate fonns for the submission of work dues and pension information will be 

suppUed by the Union and mus.t accompany the payments. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

145

957492001 ENCORE SERIES INC CBA 

 

AFMEPF0840

10. ~sion Provisions. Employer shall pay into the American Fcde~tion of 

Musicians Pension Fund (Pension t'und) a swn equivalent to ten percent 103⁄4) of all con 1ecteJ 

I 

mu.\lciw' Attachment A" oomperuatlon, excluding cartage, meals. 811d transportaHon A 

theck in the proper amount made payable to 11A,F.M. -E.P, Fund11 shall be mailed 10 the Union 

with i 1 ist of name! of musicians contncted for the series or concerts along wilh the~ social 

~ecurlty numbers, At1Allhment "A" compensation, and pension eanmburion amounts, Payment 

of the pension contribution shall be made withlrt tWCJUy-one (21) days from IM date of the last 

pctf onnancc of the scric,. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

146

714881002 FAMILY THEATER PRODUCTIONS LLC THE HOUSE THAT ROB BUILT INDEPENDENT FESTIVAL 

FILM AGRMT REHAB 2 

 

AFMEPF0841

K Pen11on Contri~ution: Producc1'a~1'cc lo ~c uoun~ ~y tl10 Trust Indent urn natud, 

l 0/l/fit), a~ Rmr.nrle~ from lime to thno, ~tOYl~ln~ forcontrlhutlon~ to ~c AFM and 

~mrloyer , l

1

en~lon f llllO, nna ru, th~I ugrtOS lo rnntrlnute to Slldl fun~ Oil ~cnalf of ~le 

mu~l,ians engaijeo by tt1e t 1ploycr an amount eq al to RB% of tl1e scale wogcs ~arnt~J 

l1y snl~ musician~, lnclustv of all amounb requlr~d Df l~e funa'~ R~J,auilitation 

Pinn. 9.0~% ortlw total contribution amount will not o con~l~el'cd wl1cn c kulatin~ 

future oenefit paymontN lo U10 ru t,~, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

147

75439001 FESTIVAL OF ARTS OF LAGUNA BEACH LCL 7 CBA 

 

 

AFMEPF0842

E. BENEPIT CONTRIDUTION RATE 

AFM/EPF Pension Fund 

SECTION IS: PENSION 

A. The Bmployer ag1'-CeS to 00 a p3,rty to the Agreement and Declaration of Trust establishing 

tbe con1ributions to !he American federation of Musicians' and Employees' Ptfl.siou fund 

(AFM~BP'f) by separate check payable to AFM-EPF, on behalf o f all musici~n, it employs 

undcc the tcnns of this Agrecmeot. a11he percentages(s) set furtb in $cc ti.on 13. E, cO'Cctive as 

of the datc(s) sci forth in Section 13.E, :md in accordimce witl, the cemu1 and conditions 

de:scribod herein. 

8 . The Bmptorcr will contribute tu the AFM-EPF in accordance with the contribulion 

schcclute of the Rehabilitation Plan adopted by the Board of'))ustccs of the Fund on April IS, 

2010 (lhe "2010 RehabUitati01) Plan"), which is incorporated herein by reference. The 

Employer agrees to make pension oomrihutiom, equal to a paccntitgc of all SiCa1e wages paid, 

on a 1n0Ltthly basis, for ca.ch musician it employs under the tenns ofd1is Agreel\letU. Tite 

Etuplo)'cr's contribution rnte will be as specified in Section l.3.8. 

C. The Pcn.,ion Cl'mlributions pro\'ided herein shaH be remitted in monthl)' install.ments 

~ch season, to be received by the Union by July 15, August 15 and 15 days after the. 

final performance of ea<:h Season. 

D. These contributions shall be aooompanied by a report, conuiining the name$, Social 

Security Numbers. dntcs of employment. wa~ and benefits (H&W and AFM-11PF} paid to 

e:ich Musie-ian. Ahcma(c Musician and Subs.tjtu1c M11sician. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

148

959732002 FESTIVAL OF ARTS OF LAGUNA BEACH LCL 7 CBA REHAB 2 

 

AFMEPF0843

A. The Employer agrees to be a party to the Agreement and Declaration of Trust establishing 

tho contributions to the American Federation of Musicians' and Employers' Pension Fund 

(AFM-EPF) by separate check payable to AFM-BPF, on bohalf of all musicians it employs 

under the tenns of this Agreement, at the percentages(s) set forth in Section 13.E, effective as 

of the datc(s) set forth in Section 13.E, and i11 accordance with the te1ms and conditions 

described hetein. 

B. The Employer will contribute to the AFM-EPF in accordance with the contriblLtioo 

schedule of the Rehabilitation Plan adopted by the Board of Trustees of the Fund on Ap1·il 15, 

2010 (the "2010 Rehabilitation Plan"), which is incorporated herein by reference. The 

Employer agrees to make pension contributions equal to a percentage of all scale wages paid, 

on a monthly basis, for each musician it employs under the terms of this Agreement. The 

Employer's contribution rate will be as specified in Section 13.E. 

C. The Pension Contributions provided herein shall be remitted in monthly installments 

each season. to be received by the Union by July 15, August 15 and 15 days after the 

final perfonnance of each Season. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

149

715600002 FESTIVAL OPERA PRODUCTIONS AT HOFMANN THEATER OF WALNUT 

CREEK REGIONAL CENTER FOR THE ARTS CBA REH2 

 

AFMEPF0844

C: Pension: Employ..-agrees to pay an amount equal to 10% of all wages as speclf,ed herein for 

each year of this Agreement on all payments (including wages, premiJms, doublfng, and overtime) to 

the American Federation of Musicians and Employers Pension Fund (AFM~EPF) for each musician 

employed by EmplOyer. A Cheek in the proper amount shall be made payable to AfM-EPF and shall 

be mailed lo the Union each pay period with a copy of the payroll, Including names, Social Security 

numbers, wages and pension amounts. 

All contributx>ns to the AFM-EPF shall be paid no later U,an 111e last day of the monu, followlng the 

month in which the last concert of each production took place. AS a contributing employer to the AFMEPF 111e Association agrees to comply with and be legally bound by the tenns and conditions of the 

Agreement and Declaration of Trust establishing the American Federation of Musicians and 

Employers! Pension Fund (as It has been and may be amended), which Is incorporated herein by 

reference as lhough set forth In full. 

Effective June 1, 2010, Employer will contribute to tile Amerlcan Federation of Musicians and 

Employers' Pension Fund (111e "Fund") In accordance with the contrib<Jtion sdledule of the 

rehabilitation plan adopted by tile Board ofTrusteesoftt,e Fund on April 15, 2010 (the "2010 

Rehabllltallon Plan'), which Is Incorporated by reference Into this Supplemental Agreement 

Spedf,cally, the Emptoyef s conlribuUon rate under lhe CSA will increase as foDows: 

Effective June 1. 2010, the Employer's contribution rate will increase from 10% to 10.4%. 

E.trectlve on April 1, 2011 , Employer's contribution rate will increase from 10% to 10.9%. 

Effective oo September 1, 2019, The employer wiB oontribute 11.99% (110% of total pre Rehab 

Update contribution rate) or scale wages, inclusive of all amounts required by the Fund's RehabilijaUon 

plan. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

150

713175002 FIRST PRESBYTERIAN CHURCH OF BERKELEY CBA REHAB 2 

AFMEPF0845

P N~ON 

Employr aio to ~ay an amooot equal lo 9 59% of s wages to the Amencan Federation of Musician& 

aoo Employe Pc~ ~un~ ~ M EPF) for eocli muslala em~oye~ by Em~oyer, Acnett In lhe proper 

amount shall be made pa~ali to AtM·EPF and &Mil ~e m11~ to tne Union h a co~y of ~e ~~oll 

wrkh Includes names, Soclci secutrty numbers, wa"9s and ~nslon amoonts for each mus~an not later 

~•n ~o da~ from Ol9 ~st a~ perfonned 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

151

715761002 FIRST PRESBYTERIAN CHURCH OF BERKELEY CBA REHAB 2 

AFMEPF0846

PENSION 

Elf8CIMI on 8/1/18, the Em~ wll contribute 9.59% (110% of 111• total pre-Rehab Upd,olo conlribution 

rate) of scale wages, inclusive of all amounts required by 111e Fund's Rehabilitation plan, Employer agrees 

to pay an amount equal to 9.69% of all wages to the American Federation of Musicians an<I Employers Pen-, 

slon Fund (AFM•EPF) fo< each musician employed by Employ«. A chock In the proper amount sllall be 

made payable to AFM•EPF and shaD be mailed to 111e Union wi111 a copy of the payroll which inoludos 

names, Social Security numbers, wages and pension amounts for each mu8ician not later th.an 30 days from 

the last servtoe performed. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

152

959744002 FLINTRIDGE PREPARATORY SCHOOL CBA REHAB 2 

 

AFMEPF0847

N. Ptnsion Contributions: The Employer shall be bound by the Agreement and 

Declaration of Trusl Establishing the American Federation of Musicians and Employers· 

Pension Fund (as it has been and may be amended), which is incorporated herein by 

reference a~ though set forth in full. The Employer shall be bound by the Agreement and 

Declaration of Trust Establishing the American Federation of Musician.~ and Employers' 

Pension Fund (a~ it has been and may be amended), which ,s incorporated herein by 

reference as though set forth in full. The Employer will contribute 14.388% of scale wages, 

inclusive of all amounts required by the Fund 's Rehabilitation Plan. The Fund will not 

consider 9.09% of these contribution payments when calculating future benefits. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

153

712947001 FLORIDA ORCHESTRA CBA 

 

AFMEPF0848

D. American f'ederauon of Mu:s1cians and Employers· Pension Fund (Af'M-EPF) 

I. The Employer shall contnbute the perce.ntages set forth below for the periods indicated 

of all Musida.ns~ earnings of whatever nature covered under tJ1is Agreement to the American 

Federation of Musicians and Employers' Pension Fund (AFM-EPF). created pursuant to the 

Trust Indenture dated October 2, J 959, as heretofore amended, and shall funher submn such 

reports 1n such form as the Trust·ees of the AFM-E.PF may reasonably require and make its 

records available for such reasonable audit by the Tnmees ~ they may require. 

2. The above-referenced comributions shall be made and remitted quanerly on each 

inchv1dual Music1an·s behalf based on his/her incbvidual gross earn.in~ under this Agreement, in 

accordance w1d1 AppendlX A. The Federation and Trustees of the AFM-El'f, or eitheroftJ1em, 

shall have the nght to enforc-e the provL'iions of this Section. (See An1cle 1.5. and Article 

VJJ.G.J.) 

APPENDIX A 

L Ba<i1c Compensation 

2018-2019 2019-2020 2020-2021 

Orchestra size 67 min.. 80 max. 67 min .• 80 max. 67 mm .• • 80 max. 

Guaranteed full work weeks 31 31 3 1 

Paid Vacauon weeks I I 2 

Dark weeks 4 4 3 

Total weeks 36 36 36 

Guaranteed weeklv salarv $1120 $1145 $ 11 78 

Guaranteed annual EM(i $1075 $1099 $ 11 66 

Guaranteed annual saJ:uv $36,915 $37,739 $40,040 

Pension contnbution 6.54% 6.54% 6543⁄4 

Per djem allowances: 

Breakfast $12 $12 $ 12 

Lunch $17 $17 $17 

Dinner $28 $28 $28 .. 

l. E.xtra and substitute musicians shall be compensated at the following per service rates: 

a. 20 18-2019: $ 140.00 

b. 2019-2020: S 143.13 

C. 2020-2021 : $147.25 

·n:o shall contribute to the AFM-EPF on behalf of e.ach exua and substitute musician in 

accordance with Article XVI.D. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

154

75908001 FORD THEATRE SOCIETY CBA 

 

AFMEPF0849

~ I ffilillON CONTRIBUTION 

Tne r.m~lorcr ~~o~I! ano a,t~ lo~ OOUI\U ~r ~11 lern~ ~nd C-OllOilion~ of In~ T ru~( 

Agrcen~nl crcaling 1l1e Amerlc~n rcdcrnlion of Musitian~' a~ Bm~lorc1s

1 rcn~ion Fu1~, 

oalco (x1ooor l1 I ~~~1 as amcTMI~ ~n~ ~1~11 ~~Y mlo I~~ fun~ ~n amounl of I ~.~/2 0fll1c 

gm~ eamin, of eacl1 em~loyce tmtre~ oy l~is A~recmcrtt Cli«~ for IM! ~Ull)J~ ~~nll oo 

mooe ~a~Mc lo l~e 11Al;M & Er f unt ~n~ rcmi~~l lo Inc Uniun monl~ly. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

155

75908002 FORD THEATRE SOCIETY CBA REHAB 2 

AFMEPF0850

The Metropolitan Washington D.C. Federation o( Musicia1\S, AFM Local 

161-?J0 and Ford's TJ1eatre Society hereby agree to extend thetenns of the 

agrec1ncnt made ou Augnst l4, 201 7 and which exprres on Angus, 31, ;.t020 for one 

yc:ir U1rough AuJtUsl 3 1, 2021 with the only change in tenus being the adoption of 

the American Federaticill of Musicians and Employers' Pensio11 Fund 2018 

Rehabilitation Plan. With adoption of the pen.siOn rehab plan, the effective pension 

cootribotion will becorne·l 1.99%. During this limo, all other rules aad financial 

obligations shall follow the third-year tenn$, or the period Septembc.r I, 20 I 9 

through August 31. 2020. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

156

75056001 FORT WAYNE PHILHARMONIC CBA 

 

AFMEPF0851

11.0l. ~e~on. lne f I armon c wll oont,lbute to e ~r an federa on of Mu~ an~' an~ lm~~1e1~1 ~~loo f ooa {NM• 

~) an amo nt e~ual o ~.~i of all Ka~ wa!e~ on ~nal or ein (ootract Mo clan tove,~ under t~ ~ ~ree~nt. hen 

~~men ~al be a((om~an a ~ the a~ro ~ate perronnel ana/or Af M ! ,e~~ form, i ~ fort~ '°' eacn M tijn oo 

t«t~f ol om ~enslon k be g ~ , e Mu~klan'~ ~- 1 SOt~I ~cu, r num~r, ~ate (or mon n) of irweM for~ ~ 

~ on o~n! ~ ~, and tne amount o ~ns n ,ootrlooted, All contr1o~~n~ lo e Af M1~f ~~al be~~ no later~ 

e end or tne mon~ f ~I~ n1 tne ,oon~ ~ wru,~ tM serv m occutreti. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

157

75056002 FORT WAYNE PHILHARMONIC CBA REHAB 2 

AFMEPF0852

11.02. Pension. The Philharmonic shall contribute to the American Federation of Musicians' and Employers' Pension Fund (AFME.PF) an amount equal to 6.54% of all scale wages on behalf of each Contract Musician covered under this Agreement. Each 

payment shall be accompanied by the appropriate personnel and/or AFM B report form, setting forth for each Musician on 

behalf of whom pension is being paid, the Musician's name, social security number, date (or month) of service(s) for which 

pension is being paid, and the amount of pension contributed. All contributions to the AFM-EPF shall be paid no later than 

the end of the month following the month in which the services occurred. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

158

74189001 FORTH WORTH SYMPHONY ORCHESTRA ASSOCIATION CBA 

 

AFMEPF0853

·- ---·- -- . , ' 

20.5 Pension ~und. 

20.5A Thi.' J\,l)ociatiLm ~hall pa) a pttrttnta~c of sculc wages for .111 Conlr:itl 1\ and B 

111usiciuns into 11 rm.1tu.1ill)-agR'.cJ pension lund according to the scl1l-dulc in 

10.SB. 

20.58 Hfocthe April 15.101 1 (''El1~'t:l1\t! Dutt:''), the A ·sociation will contribute to 

the Amencan Federation ol' Music iun$ und Employers' Pension fund (the 

.. fund' ') rn accordu11cc \\1th lht: c,1nlribulion schedule of the rehobilitation plan 

udopt1.xl by the Board of I rustt~!> of the r untl on April I 5, 2010 (th "2010 

Rehabilitation Plan"). which 1s mcorporotcd herein by rdcl'\:ncc, pccificall~. 

the Assnciution's contnbuuon rate \\lll l°'t' as lollo\,s: 

~0.58( I) Elkc1i, c on the Effective Date. tht A~sociation \ conlribu1ion rate 

,, ill be 6.24%, 

.. 0.513{2) Ellt:\'.ti,c l>n April l, 20 I L the Al)sociatioct' s rnnlrihution rate will 

inc,ca!>e 10 6.54~o 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

159

954742001 FOX THEATRE CBA 

 

AFMEPF0854

Section 2. pension. Effective February 13, 2010 and coMinur,g fet tt, term of this ~reemt~ ii 

;a/•''flO~ 10.,i f) 

lhe Ernpoyer agrtes to contrlbute an amount equal to 4M peteenl ~ of the gross 

wages of each musician (excludlng a~ cartage payments and/Of expen11 

relmbWMrnenls) to the American Federation of Muslaan1 and Employer,' Pension 

Fund rAFM•EP' Fw,d), The Employet shall execute ttie neceseary edministrlive 

reportl, lnduding the Partldpalicn ,1⁄4reemem req ·red by the AFM,EP Fund, in order 

for the muslditlls lo participate In the AFM-EP Furd, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

160

715670002 FRB PRODUCTIONS INC THE GAME AWARDS AT THE MICROSOFT 

THEATER CBA REHAB 2 

AFMEPF0855

B. Pension contribution: Producer agrees to be l>ouod by the Trust Indenture dated I0/2/59, as 

ameo<led from time to tjme, providing for contributions to the AFM Employers• Pension Fund 

(the "Fund), and furd1er agrees to contribute to such fund 011 behalf of the Musicians engaged by 

the J'>roducer, an amo\mL equal lo 12.1% of scale wages ear0¢d by sald Musicians. Tbis contribution ror.e shall be deemed to include the conhibutions required under the rehabilitation plan adopt• 

cd by the Board ofT,u<tecs of the Fund ou April 15, 2010, and updated August I, 2018. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

161

73517001 FREMONT SYMPHONY ORCHESTRA CBA 

 

AFMEPF0856

.. , , "'"""""'G::1, 11 n:o ~,,,~, :i11n•1 ,, 11v 111 I' 7!llt'lll) !I 1u11n 1111111:1 "9't:emum IOCiJCT! 

mu~ an em:, Oyt'<l und-· lh s Agreement et tne hi\ .1 p tformanca of each set. 

1B 12 Pe11 n 

e. The Em y~r .. y ng this ,,groemool f ~ree,1enf). ha n~, 011 .. od lo oocoma a pertt lo 

ho Agroorrent and O lamt ::in I iT t cslablish1ng the A'Tlerk.im f d lion or 

Mu Employer&' Pen;,on Funu llhe 'Fund'), " 'th incorporated by r~•t!1~11~ 

to th s AtJi m I hiJII m: c pens.on coo1nb Jhoo. lo 1h ~uml on be ~r of oec 

mplo)1>0 covered by ltl) Agreern~nl In n amount equal to Ille spea'lr:d pi:r 1110 (or 

percentagH) of calO wages amed 1rom ·mployo·, ffoc!lva as a-, the date (or 

dates) eel forth below, 11nd In ocoordance with ~ie terms nnd con ions oosaibod 8fe· 

Suth oonlribu1ion& &hell be elusive ol ddil co~lr1bu!1ons requ i: by lh 

Ame ln Fed lion of Mue 1ans a.'Mi En,ployer 'P Ion Fund Rehab,! talion Plan 

ff ell• 9/1/16 0.0% 

EF.ecll\>e 9/1/11 2.18% 

El ocli\'e 0/1/IS: '1.36% 

For purr~e :.ir l , cclon, 'sca:e wages• in luue o per crvlce wages, 

pre, 1lu1·1 parnon:s, doubling end <iv , Im as sci forth In Artkle 18 ol Agr , L 

c. Each cont .. 11~111 s 11 paio to .he fund , min 30 d,1ys ollowing the rendemg ol 

·ices for\\ 1th such oor1I 1rom pa;·able, but In oo cs~ la or 1ha ond of l'le 

11! I r ,,ing I calendar quarte, In w tlth thoso ser. "es were rend~red. 

o All con:nbutlon to tho Funo &hall be made by r.he~ p 1yt1blo k 'AHtEPf," All su,:h 

c s shaU be ltinsmltl d lo a Local U 'Q tor lorward1119111 l Fund, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

162

958669002 FREMONT SYMPHONY ORCHESTRA CBA REHAB 2 

AFMEPF0857

18.12 Pension 

a. The Employer signing this agreement ("Agreement"), having agreed to become a party to 

the Agreement and Declaration of Trust estabhshlng the American Federallon of 

Musicians and Employers' Pension Fund (the "Fund"), which is incorporated by reference 

into this Agreement, shall make pension contributions to the Fund on behalf of each 

employee covered by this Agreement in an amount equal to the specified percentage (or 

percentages) of scale wages earned from the Employer, effective as of the date (or 

dates) set forth below, and in accordance with the terms and conditions described herein. 

Such contributions shall be inclusive of all addrUonal contribuUons required by the 

Amencan Federation of Musicians and Employers' Pension Fund Rehabllitatlon Plan: 

Effective 9/1/16: 0.0% 

EffecUve 9/1/17. 2.18% 

Effective 9/1/18: 4 36% 

b. For the purpose of this section, ·scale wages· shall include base per service wages. 

premium payments, doubling and overtime as set forth in Articte 18 of this Agreement 

c. Each contribution shall be pard to the Fund within 30 days following the rendering of 

services for which such contributions are payable, but in no case later than the end of the 

month following the calendar quarter in whrch those services were rendered. 

cf. All contributions to the Fund shall be made by check payable to "AFM-EPF .- All such 

checks shall be transmitted to the Local Union for forwarding to the Fund. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

163

715709002 FRESNO COMMUNITY CHORUS INC CBA REHAB 2 

AFMEPF0858

PEKSION 

Ernployer agrees 10 be bound by IJ\e te,rns nf the Agleemenl and De,;laration ofTrusl of Ille American Federatton 

of Musicians and Employers Pension Fund and the terms ot the Fund's Rehabilitation Plan and updates and to pay, for each year of the Agreemen~ an amount equal to 8 39% (comprised ofi% base contnbUllons, 63% addltiOnal 

Re~abiA!allon Plan contrlt>utlons and 76% 1equ1red by the June 20,a Rehabltltallon Plan Update of all musicians' 

wages to Ille American Feoerat,on of Musiaans and Ern(lloye,rs Pension Fund (AFM-EFIF) for each musician 

employed by Employer The Fund w,11 not consider 9 09% of these contribudon paymenlS Wilen calcutaHng ruture 

t>enelits A cheok In the proper amount •MIi be made /)aJable lo AFM-EPF and shall be malled to !he Union each 

pay period but not later than thirty (30) days aiter me Assoclat,on rece"'es the payrort rePQl1 with a copy of the 

payroll. Including names, Social Securi\)' numbers, wages and pension a11101Jnts. 

Tti• rates set fortr, In this Agreement will be dfseontlnued lnvnedlateJy- and will revert to tM base rates set forth rn 

this agreement Wilen both of the followlf>ll events have occurred: (1) rates trig her than IJ\e Base Agreement Rates 

are no lo"lle< required by the rehab1lltatlon plan nf me American Fed.eranon of Musiciaos and Employeis' Pension 

Fund and (ii) the AmBflC8f1 Federation of Musicians and Employeis' Pension Fund repeals Jo lull Its procedure that 

provides tnat an employer and collecifvs bargain mg agrB<1men1 Is not ,r...cep!able to t/le Boara Of Trustees of such 

Fund 1n ll]e eve t of a reduction In lhe rats of contrlbvlions 

2. Pen$fon Percentages: 

2019.-20: S.39% 

2020-2021. 8.393⁄4 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

164

959292002 FRESNO COMMUNITY CHORUS INC CBA REHAB 2 

AFMEPF0859

PENSION 

The Emplo-.er shall contnbute lo the American Federauon ofMus1c1an.s and EmplO\ers· Pension fund (AfM-EPF) 

an add!llonal amount equal 10 I.he belo\\ hsted percentage ofnll gross waees (except cartaee) earned under thas 

Ae.reemem Each pa\ ment shall be accompanied b, the appropnate personnel and/or ArM Il repon fom1., set:umt 

fonh for each mus1c1an on behalf of" horn pensmn ts bemg paid. the musician ·s name social secunt, number dote 

of ser. 1ce<s1 for ,,h1ch pension 1s bemg paid and the amount of pension contributed. All cnntnbut1ons to Lhe 

AFM-CPf shaJI be rnud no la1er than the thtntclh d.:i, of the month m \\htch SCf\tces ha,e been performed As a 

conmbuung emnlo\'er to the AF~l-EPf, the [mplO\er shall be bound b, the Airreement and Declarauon of Trust 

establishing the American fcderauon of Musicians and EmplO\ers· Pensmn Fund. mclus1ve ofnll rehao1l11auon 

plans. ras 11 has been and ma, he amended}, ,,h1ch 1s incorporated hcrem b" reference as thou!!.h set forth m lull 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

165

711735001 FRESNO PHILHARMONIC CBA 

AFMEPF0860

B. PENSIO : 'I he ASSOCIA'I ION agrees to be bound by the terms of the Agreement and Declorallon ofTrust of the 

American Federation of Musicians and Employers Pension Fund and the terms of the Fund's Rehab1lita11on Plan and to pay for each 

year of the Agreement an amount equal to 7.63% (comprised of7% base contrtbution and 0.63% add1t1onal Rehab1hta1ton Plan 

contnbulton) of all Staff musicians' ,,ages to the American Federation of Musicians and Employers Pension Fund (AFM-EP~) for 

each Staff mus1c1an employed by ASSOCIATION. A check m the proper amount shall be made payable to AFM,EPF and shall be 

mailed to the Union" 1thin ten ( 10) business days of the last concert of each pi1y period along with an itemll.8t1on, by name, social 

security number, wages and pension contnbullon of each musician. 

·1 he rates set forth in this Agreement shall be d~conllnucd 1mmed1ately and shall revert to the 7% base conlrtbutton rate \\ hen both of 

the follo\\'ing events have occurred: (i) rates higher than the Base Agreement Rates are no longer required by the rehab1htation plan of 

Inc AfM,t~f ano (11) ~e MM-frf 1c~al~ in full 11~ ~rocfoure 1na1 ~roviae ilia! an fm~lo}·et ano rolleellve ~ar~ainini a~fem~nl 

1~ no! arre~,a~le 10 Inc ~oaro of'! Mlm of ~urn fun~ in 1ne fttnl of~ 1~aut1ion m ilie ralt of ~on111~u110n 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

166

711735002 FRESNO PHILHARMONIC CBA REHAB 2 

AFMEPF0861

B. PENSION: The ASSOCIATION agrees to be bound by the term., of the Agreement and Declaration of Trust of 

the American Federation of Musicians and Employers Pension fund and the terms of the Fund's Rehabilitation Plan and 

updates and to pay, for each year of the Agreement. an amount equal to 8.39% (comprised of 7% rose contribution.s, 0.633⁄4 

additional Rehabilitation Plan contribution., and 0. 76% required by the June 2018 Rehabilitation Plan Update) of all Staff 

musicians' wages to the American Federation ofMlLsicians and Employers Pension Fund (AFM-EPF) for each Staff 

musician employed by ASSOCIATION. The Fund \\,11 not consider 9 .09% of these contribution payments \\hen 

calculating future benefns. A check in the proper amount shall be made payable to AFM-EPF and shall be mailed to the 

Union each pay period, but not later than thirty (30) days after the ASSOCIATION receives the payroll repon, with a copy 

of the payroll. including names, Social Security numbers, wages and pension contribution of each musician. 

The rates set forth in this Agreement shall be discontinued immediately and shall revert to the base rates set forth in this 

agreement \\hen both of the following events have occurred: (i) rates higher than the Base Agreement Rates are no longer 

required by the rehabilitation plan of the AFM-EPF and (u) the AFM-EPF repeals in full its procedure that provides that an 

employer and collective bargaining agreement is not acceptable to the Board of Trustees of such Fund in the event of a 

reduction in the. rate of contributions. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

167

955329001 GATEWAY MENS CHORUS CBA 

 

AFMEPF0862

-... '. -.,. ... 

S. The 011eway Men's ChoNs 1grtt9 to be bound by tht Trust rnooiture dated October 2.19S9, 11 

amended. providing for c011tribuhons 10 lht AFM0EPF1 and further agrees 10 contribute to s~h Fund on 

behalr or the RNSktans cnpaed by the Gateway Men's Chorus an amooot ~ 10 8.12% for live 

perfonmncn from June 21. 20l6 through Jooe 20, 2019. Addilionally, the employer agrees 10 rontrioote 

10 die Fund an amount equal tol0.9'/4 ror broadcut or recording services from June 21. 20l6 through 

June 20, 2019, earned by said musiclans. All ~ntribuuon.s to the Fund shall be made by check payable to 

lhe 'Amerign f edcration o( Musicians and Eqloycrs• Pension Fund ... All $Uch checks shall be 

accompani~ by a remittance ronn identifying each musician (or wtM>m a contribulion is madei the 

nnaiciM 's name. soc~I secwi~ numbtr, dalc(s) of enpaement for which pension ls pli~ scale wages on 

which pension is pald, and t~ 10111 amount o( the pension contribution, The check and rcminancc 

infonn,t,on '1lall be 1ransmltted 101he Union, for rorwudina to the fund wi1hin thirty (lO) days 

following lhe rendering of ~ce! for which such contribulions are pay1bl~. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

168

77732001 GAY MENS CHORUS OF LOS ANGELES CBA 

AFMEPF0863

J. Pcn.wo Cootribulions: The (lmployer shaU be boond by 

U,c Agreement 1u,d Dcckll'flflo,r <!/ 1'n!.tl fat/Jblisi,;11g the 

Atrr<!l'ican Federt4/Qn t>/ MJ,.iician, (111(/ Envio)<!f',<' />e,,siQ,r 

/iitnd (llS ii has been and may be amended). wl1ich Is 

i1100l]Xlllllal herein by roreruoce ;tS U,ougb ,;;et forth in IIIIL 

'The Emplo)'Cr agroos to a~ide by u,e Ame,ic,m f'cdcrntio11 

of M.llsicians and Employers' Pensioo fund rebabilication 

pl1m ndoptcd by die ll<J,,rd oFTmstce,; oflhc Fund on April 

15, 2010, including all CQ111J'ibutio01 sd1l'du)Qs, wt1jch is 

iucorporotcd here by ,~rcrencc. Spcci/icaJJy, lhc cmpk1yer's 

comn1J<11Jou shall be 16.35% 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

169

79844002 GEORGIA SYMPHONY ORCHESTRA INC CBA REHAB 2 

 

AFMEPF0864

Section VI! American Federation of Musicians and Employers Pension Fund 

(AFM-EPF) 

A. Effec.tlve opon the rattflcation of tti1s Agreement, the GSO agrees to ~ke 

pension conMbutions to the American Federation of MuslCiaos' and Employers' 

Pens on Ftmd {AFM-EPF) on behalf of Musicians ,t engages w1thln the jur1sd ctlon 

of AfM Local L ~8~462 at the percentage rate set forth In Schedule A, Section 6 of 

this Agteeme.nt, attached hereto and made a part hereof. Accordingly, the GSO 

agrw.s to be bound and hereby accept the terms and mnditlon~ of the 

Agreement and Declaration of TnJst, dated Ottober 21 1959, establishing th 

AFM·EPF (and all pJans, rules, and poficies thereunde(). A copy of this dOC1Jmenl 

15 to be provided to the GSO with1" nve (S) days of rece pt of this Agreement. 

Accordlr,gly, Management adopts the American ~eratlon of Musicians and 

Employ~' P~on Fund rehabilitation plan adop ed bY the Board of Trustees of 

the Fund on Apn~ 15, 20\01 lncludlng all contribution schedulest whlch 1s 

Jncorporated herein by reference. 

B. Tna GSO wm forward penslon payments, along wlth AFM~EPF remittance forms, 

through AFM Local 148--462 at th same bme as all other payme(lts. Toe GSO 

shc1II ssve a separate check made payable to AFM-EPF ror the total amount of 

the pen.soo contrlbubons for each engag menl 

C. Any audit of ttle GSO's rectlrds perfottned tn accordanti:: wlln any provislon of any 

document referred to In this section shall be llmlted to records and accounts 

con<:~ning transactions wt,,ch are subject to payments dlrectJy pursuant to tti1s 

Secbon. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

170

75695002 GILBERT AND SULLIVAN SOCIETY OF HOUSTON CBA REHAB 2 

AFMEPF0865

Pension Contribution: 

11 % of negotiated wages as stated above includes ( 11 % plus the required 9% 

additional contributions from the AFM - EPF Rehabilitation Plan AgreemenL Should the 

Rehab Plan percentage change during the term of this agreement, the contribution rate 

will then be reflected accordingly.) 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

171

719342002 GIRL WEDNESDAY INC CBA REHAB 2 

 

AFMEPF0866

3. PENSION 

The empl◊ycr adopt,< u,e American I ederutin1> of Mu.<lcmns nod Etnplo}'c,s• Pon,iun I \uiJ 

Kth,JhlJilllllt>n Vlun adopted t,y the llottrd ,,J 1 ,u,1.:-.:. of !he Fund. un April 15, 2010, il11llucting ull 

cunldhulion N~hct.lul~, which Ls il'let)rpuruld! here hy rcFc:rt:nce, 

S~,fi..:.aUy. the Emplt)y1.,r a_greeS: co c"'ntn1,ute fill uro,,unL oquivult:11t tv I 1 % ur each c:mrh>yoo•.;. 

Wage "s.dcfiocd in Article 2 of this ,3⁄4.recmcnt (\\'ruch shoU be cons1dcrod lo be •ca(c wages) to 

ilk Ame,icun l'cJcr:flion .. r M,1,,ti~n•. and bmploycn,' l',"JIS'"'l t_Ufil)c2,U9% nJ tho t"lnl 

conln1,atinn nn\ounL will m,t h~ coni.iJcrctl whtll culculut1ng .future bc~c-lil paymeol~ lO the fw.id 

All contribuLitlos to lhc FunJ shall be OIJlllc by check puyubie to tho" American Foocrntion of 

Musicians ond fonpfoyers' Pension Fund.-All st,ch checks shall be accoinp,m1c<.f by a cr,minuo,'<; 

Jbnn id<nill.YinM. (ortuch ~mployi.,-c for whom lt comrihu.Lioa is nmdc, Lhe mu$iciw1's name, sociuJ 

security pwnM.:r. Jui..{, lot' <J1g~g~IQ<t1L for whiol, pcll!lioo I> paid, scale wug<:,1 oh which p.:n:lion 

is paid und 1he :unouat of pensfon. the cheek nnd remTllnnce informmion ,h,111 he 1rnn.imil(e~ Lt, 

Lw:,I 1 c)OD l\l'M for Jbrwlli'ding Ill tlw Fund within 3/) duys following the roDQcring of $Cr.ice;, 

for wbich ,w:b oontdbutions urc payable, 

The Employ~r •!\'"•• 1<1 be PQW\d b} l he Ag"""11en1 "J1d D<cillrtltiijn ,,r l'ru>l e~tublhbing rhc 

American l'cderoti~n of Mu.siciluls ond Employ..,, Pcn~iun Fund. as it mny be amended fn1m 

Lim~ W tih1c. which is- lnCOrfK')rated 1-i)' reference into thi~ Agr~m..mt. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

172

75434001 GOODMAN THEATRE CBA 

 

AFMEPF0867

ELEVENTH: Pension 

The Employer shall pay to the AMERICAN FEDERATION OF MUSICIANS' AND 

EMPLOYERS' PENSION FUND in accordance wilh the contribution schedule of the 

Rehabilitation Plan adopted by the Board of Trustees of lhe Fund on April 15, 2010 (the 

·2010 Rehabilitation Plan"), which Is incorporated herein. THE EMPLOYER shall pay to 

the Fund an amount equal to 14.17% (fourteen and seventeen/hundredths) of the 

Employer's gross weekly payroll for all employees covered by this Agreement (Including 

rehearsal and vacation pay). Such payments shall be forwarded weekly to the Offioe of 

lhe Union during the week following the week for which the payment is made. The 

Employer shall file contemporaneously with the aforesaid payment information relating 

to the Musicians on whose behalf oontributi,,ns are paid including the Musician's name, 

social security number. wages and such other information which the Trustees of the 

Fund may reasonably require. 

The Employer adopts and agrees to be bound by all of the terms and condttions 

of the Trust Agreement creating the AMERICAN FEDERATION OF MUSICIANS' AND 

EMPLOYERS' PENSION FUND, dated October 2, 1959, as amended from time to time, 

as fully as if the Employer were an original party thereto. 

The Employer hereby ratifies and agrees to be bound by all actions taken and to 

be taken by the said Board of Trustees pursuant to the powers granted them by the 

Trust Agreement. 

The Fund shall provide pension benefits according to the AMERICAN 

FEDERATION OF MUSICIANS' AND EMPLOYERS' PENSION FUND PLAN. as 

amended by resolution dated December 3. 1964, and April 3, 1967, which said 

Amended Pension Plan is attached hereto and made a part hereof. In the event the 

Pension Plan shall be further amended, either in whole or In part, during the term of this 

Agreement, the revised Pension Plan shall be deemed to be incorporated herein as if a 

part hereof. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

173

71437001 GOODSPEED OPERA HOUSE FOUNDATION INC CBA 

 

AFMEPF0868

Pension 

9.1 All Musician shall recei\c pension in the amounl CQUl11 to q1~ ('Nrcent (6%) o his/her 

hourly reheai~I and weekly ~rfonnant pAy S:,id payments to be made to the 

Amencan l·edcration of Musicians Hnd Emplo, ers' Pension Fund m accordance \~th the 

payment schedule set forth by lh • Pcn~ion Fond (Jood~~c<l agree to be bound by the 

Agreement and Declaration of Tru I r~1abli~h1ng the American Federation of Musicians 

and r.mploycrs' Pension Fund which i 111co11X>rated b)1 referenc~ mto tlus Agrc~mcnt. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

174

959746002 GOODSPEED OPERA HOUSE FOUNDATION INC CBA REHAB 2 

AFMEPF0869

Article 9 

Pension 

9.1 All Musicians shaJI receive pension in the amount equal to six percent (6%) of his/her 

hourly rehearsal and weekly performance pay. Said payments to be made to the 

American Federation of Musicians and Employers' Pension Fund in accordance with the 

payment schedule set forth by the Pension Fund. Goodspeed agrees to be bound by the 

Agreement and Declaration of Trust Establishing the American Federation of Musicians 

and Employers' Pension Fund \vhich is incorporated by reference into this Agreement 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

175

78735001 GRACE CATHEDRAL CBA 

AFMEPF0870

PENSION 

Empl0)'cr agrees to pay an amount cquot to 10% oran wn;cs to th.c American fcdcra1lon or Mu.ski-ans o..nd Employers Pension 

Fund for each mu$kion employed by Employer. A check In 1he p,oper amount shall be mooe payable 10 AFM•EPF and shall be 

mailed c:i.ch poy petiod 10 I.he Un kin wllh a copy or1hc payroll which includes namC".s, addreucs, Social Sccunt}' numbe,s, 

scale wages end pt-nsion amounli ror each musk inn. 

Effective Jonuary 1. 2012 ("E-fTective Date"), EmpJoyer shall eonlnbu1e 10 the American Federa1ion of Musician, and 

Employers' Pension Fund (the "fund") in 11tc01dancc with the con1ribu1ion schedule the rehllbilitnlion plan .idoptcd b)' the 

Board of 'rN$tees of the FutKI on April IS, 20t0 (1hc "1010 Rchabilr1ation Plan .. ), whiclt is lncorport11cd hcrtin by rercrcnce. 

Specific.illy, 1he Employer's con1ributfon 1atc wil1 mcrem as follows: 

Eff«th·c on the. Effective O;ue. lhe Employer's con!ribudon ra1e will be 10.9Y,. 

The r:ues set ronh in 1his Supple-menial A&rttmcn1 will be ducontinucd lmmcd,ntcly and wilt tc".,CM co the rates set ronh in 

panasraph I or 1hls scclioo (the "Non•SupplcmcnLa.l Agreement Rates") when both or1he ronowin& everm: have occum:d: (i} 

rates big.her thorn the Non•Suppltmental Agreement Rotes ore no tong_cr required by the rchilbilit.alion pliln of the American 

Fcdcr.1tion of Mu1icinn1o nnd Employers' Pension Fuod and (ii) Lhc American Ftdcratton of Muski:u,t and En1ploye~ Pension 

Fund repeals in ru11 its procedure 1h01 provides 1hat :in employer and coUecHve lwi;ainin; oi;rc-cmcm it not ncceplable to tlw! 

Board ofTruslccs of ,su,ch Fund in the: C\'C.nl of n re.duel ion in lhc ralc of tontribu1t0ns. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

176

 

75487001 GRAND OLE OPRY LLC GRAND OLE OPRY CBA 

 

AFMEPF0871

(i.4 In eddrtlon to the above ,eale(,); lho employer agrees to contrioulc a sum equal lo ten percent (10-/o) 

of each muslcl41111 scale wages that will be paid to the Amcrlcan Pcder~lion of Musidans and 

Hmployers Pension Fuoo (AFM,EPn Bff ectivc April l • 2011. the pension contribution rate 

incttased to 10.9% which includes the nddllional 9% as required uodcr the 2010 Reh.1billlatlon rlan. 

The ralc:s stl forth In I.he AFM-EPF SupplemenlaJ Agreement will be discontinued immediately and 

will revert to the rate of 10% (tl1e 1'Non-Supplementel Agree11,ent Rates«} when both of the 

following events hJVe occurted: (I) rates higher than the Non-SuppkmClltal Agl'Qefficnt lutes arc no 

longer required by the rehabiJitatton plan of tho American Federation of Musicians and ~mptoycrs1 

Pension rund ond (ii) he AFM•EPf repeals in full its procedure the provides that an employer and 

collective bargaining c1grcemcnt is not acceptable to the Boord of 'I ruskcs of such Fund ln 100 even I 

of a rtduction in rate of contributions. 

All tnuslelM employees are covered under dle AFM•EPF. Accordingly, the employer agrocs when 

employing muslclans to be bouud by and here Bocepts the tenns and condilions of the A&rcomQllt and 

Dedaratlon of Trust, dBtcd October 21 J 959, establisrung tho AFM -RPP ( nd all pier\$, rule$ and 

policies thereunder), as amended or may be amended from time lo time. The employer $pecificnlly 

a~knowlcdge, s.aid Trost, the term, or which are l11COrporated by rofcrcncc berein and made I part hereof. 

Ch~s to be n,ade p,ye.ble to rhe AFM·BPP shall be sent to Locnl 2J7 along with tho names or covered 

musician, wi1flin thirty (3) da)'s of the end of the month in ~hicb lhc engagement occurrod. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

177

72195001 GRANT PARK ORCHESTRA CBA 

 

AFMEPF0872

.'c lion .. OJ Pension Con1t1bu1101~ . Ute bnplo er shall pa to ilic Amen an 

Federation of Mus1c1ans and Emplo\ers Pension W cl fare fund nn amount eqwl to 12% of ti~ 

gross \\ttlJ) compensation set fonh m Article 19, Secuons 19.1-19.6 of llus Agreemem for the 

account of each Mus1cmn for the term of this Agreement. 

(A) the Employer agrees 10 the terms of the Agreement and Declarauon of 

Trust Establishing the American Federation of Mus1c1ans and En1ployers' Pens10n Fund 

in effect as of the date of this Agreement, ,,h1ch Agreement and Doclara110n ofT~ as 

mcorporated herein by reference. B) mnkmg contnbu11ons on behalf of an mdl\ 1dual, 

the i:.mplO)er warrants that It has detemuned thm the md1\i1duru ts a Mus1crnn co,ered b) 

Lhts Agreement, and the 1-und assumes no l1ab1hty for that determ1na1ton. 

(8) Each conmbut1on shall be paid 10 the Fund no later than the th1rueth (30111) 

of the month follo\\1ng the month in \\luch seJ\ aces ,,ere rendered for \\h1ch su h 

conmbuuons are pa able. All contnbuuons to the 1-wld shalJ be made b checl pa ·able 

to the "Amencan Federation of Musicians nnd l:rnployers' Pension 1-und." All such 

checls shall be 1ransm1tted dtrectl} to the I- wld and a copy of I.he renuttance forms 

acc-0mpan ·mg such checks shall be contemporaneously sent to the nion. 

(C) I he Employer agrees to consider future amendment~ to 1he Agreement 

and Declaration of frust l:.slahhilung ll1e Amencan l-ederat1on of fos1cmns and 

Emplo,er1 Pension ~und. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

178

959240002 GRANT PARK ORCHESTRA CBA REHAB 2 

 

AFMEPF0873

Sec"tion 20.3 Pension Contributions. The Employer shall pay to the American 

Federation of Musicians and Employers Pension Wei fare Fund an amount equal to twelve 

percent ( 12%) of the gros.s weekly compensation set forth in Sections 19.1-1 9.6 of this 

Agreement for the account of each Musician for the term of this Agrcemcnl. Notwithstanding the 

foregoing, as required by the Fund's Rehabilitation Plan, the Employer's contribution rate shall 

be 14.388%, inclusive of all amounts required by the Rehabilitation Plan. The Fund will not 

consider 9.09% of these contribution payments when calculating future benefits. 

(A) The Employer agrees to the terms of the Agreement and Declaration of 

Trust Establishing the American Federation of Musicians and Employers' Pension Fund 

m effect a., of the date of this Agreement, which Agreement and Declaration of Trust is 

mcorporated herein by reference. By making contribut,ons on behalf of an mdiv,dual, 

the Employer warrants that it has dctermmed that the individual 1s a Musician covered by 

this Agreement, and the Fund assumes no liability for that determination. 

(B) Each contribution shall be paid to the Fund no later than the thirtieth (30"') 

of the month following the month in which services were rendered for which such 

contributions arc payable. All contributions 10 the Fund shall be made by cheek payable 

10 the "American Federation of Musicians and Employers' Pension Fund." All such 

checks shall be transmitted directly to the Fund and a copy of the rcmiuance forms 

accompanying such cheeks shall be contemporaneously sent to the Union. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

179

79369001 GREAT LAKES THEATER FESTIVAL CBA 

AFMEPF0874

Y--druaa,es ana 1muumenc!l. 

lS. Payroll 

GLTF shall pay the Musicians through its regular payroll. GLTF shall pav the Musicians 

no later than the following Thursday for the previous week's services. GLTF shall 

withhold all federal and state income taxes and social security. Gl TF shall pay timely 

to the appropriate governmental agencies all lncome tax and social security 

payments, unemployment, workers' c--ompensation and related fees. 

In addition to the gross compensation under this agreement, GLTF shall pay at Its sole 

experue a sum equal to 1°" of the gross compensation directly to the AFM• 

Employers' Pension Fund in the 2016-2017 season, and 11% In the 2017-2018 season. 

GLTF shall make this payment no less than one time per month. GLTF shall execute all 

necessary documents to qualify as a pension employer. 

GLTF shall deduct from gross compensation the current prevailing local 4 work dues 

(29') as a percent of gross compensation. GLTF shall deduct the Loe.al 4 work dues 

weekly and shall pay the work dues to local 4 no less than one time per month. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

180

79369002 GREAT LAKES THEATER FESTIVAL CBA REHAB 2 

AFMEPF0875

In addition to the gross compensation under this agreement, GLTF shall pay at its sole 

expense a sum equal to 10% of the gross compensation directly to the AFMEmployers' Pension Fund in the 2016-2017 season, and 11% in the 2017-2018 season. 

GLTF shall make this payment no less than one time per month. GLTF shall execute all 

necessary documents to qualify as a pension employer. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

181

72213001 GREATER AKRON MUSICAL ASSOCIATION CBA 

 

AFMEPF0876

0,4 PEN~IO~ CO\TRIRllTIO~ rn J\1'~1-1:111 

On ~t1 1,1 11( l'1l•. Ii \h1~1L ,lfH1'VC'1 n u111 IN 11:i. M ,s~~ /1 n:PlnL·n , ·1 1 • Sr 11 :1 11.11· "' ·J ,~r l · hw • ,., 1111' 

•,mm n Fi• li·t,1'.1111!.I t.: 1.1111s ·nd Em1.11•.·t1, l'l•11s1n11 l·und j,\FM IJ'l'I 'llinl,111,1n,.l.m1ounll, 11.il 111 

I 3f .i, 11h.l 1~iv~· L'': I ·~ h, 1 L 1u1n d 1· lhl' ~c l·~r i1i1·1111111 l

1

lJ1 , o: 1~11 sr 1k \

1

,,1t;' , , 11r1 .. 111:dl I tlus l 1h,Jr 

1\111.•1•11 r1,l,e\ ·lud111ba11~·~.Jd1t 111 ,· ,.11 11u11 l\ h'~ol1,1vd l,r 11·1l.\ku,·1 Mus1:m~11rrl,· '"1:i,1111,1 Sl•1 1,1c: 

i 11111 ,1•, I 111,11J Arll~I ~ ~ I I rl:i:11· 1 ;11111 'J.ri!ll I [.,: -J1L1111 h 1r h" 1•,i1m 11t • li,,11 1 ~ .1, ·n:rip.m il'll 1v 1l,1• ,lj ,p u,1111 IL 

pl-rsu·11 1I,11 /,. 1 MM B l't; ·,rt fon11 ,1•t1·1 f, l:,1 Iii .'11 N I, \lw, 11 ,i1111111 l11 •h,ill ul 1•, 1.u:1 , .'Tifl• 1: jc- h1 ir.11 p;'ld 1111 

'1lus.L JI' 's n u·1,•, ,,, 11 1,11 \C~ t•r ll1 n 1mbrr d, t, 1,1 ~11 i111•(t) I i1 wlu i prn~1l1:1 i~ hl·ll 1, p,1.1, ,111J tl 11;1 Jill un ,,1 

ptl.1,,1,11 lil lll'lhJ~•:d 1\II i'll 111 ilitJllllll t11 hl M'M I' F ~h; II b~ ·: 11d 110 ; ltll th,11 1h,• ll'irtit'l'I d,,J Pl lhl.' n1111u· 

inlh\'IJ.f, 11!.,i :1w11h n 1\ h1rh \l'1,•11 1•~ ·1 1\'l' IR1L1, 11tl'l(IIT1t'd A~ ~ nmll 1h11·.1:1~ emr,I, F~ i lhr• ,'\ \l El'I ·1 h~ 

~','ll'ph• 11•; n,r •1 \ 111, :m1plywllh .ind 1 , ~ 111'.· • ,i:1111, .1 ll1l terms ~nd ni 1 .• 1h1,11~ 4JI lh~ .~hrc mrn• ind 

J~l1iil'Jt1.r (l!Tru,n•~t11 ii ~lun~ihc ,\1ri rii ,11 F1·d1•1,i1 ,1,11uf ~~J.1u,1n~ Jr.d l>up 11·,•1•1~· l'111°Mk,n l·:rd 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

182

718418002 GREATER AKRON MUSICAL ASSOCIATION CBA REHAB 2 

AFMEPF0877

8.5 VJ::NSION CON"'l'RIRU'l'ION TO AP~•EftF 

On behalf of each MusiciaJl covered under this Mast.el' Agn::emt!n~ il,e Symphony shall conulbute. hl the 

American FedC1r<1tion of Musicians and Employers1 Pension Fund (AFM•EPl-1 an additional amount equal to 4.8%, 

tnch,1.sive of all rates requlrtd by the Rehabilitation P);an a.r rcvlsc:d ln June 2010, of all scale w.agH e.irn.d u.ndu 

this Labor Agreement. excluding: a i,y add1donal amountS neg:otlited by tnd.Mdual Musicians under personal 

service <:on~ra(.1S and Artlc1e 8.8 (cartage) and 9.6(0] (per-diem). Each paymcntsha11 be accompanied by the 

appropriate pel'So,rnel :rnd/m AFM 8 re1wrt fonn, s-etrlng forth fo,• each Mus1clo.n no beho1f of whom 1>C!nsl.oo iS 

being paid. the ~fus1cian's name, soci::il seau·ity m.1mbe1._ date of setvlce{s) ror which pe?lslon Is hel1ig p:ild, :md 

the amount of p1n,lon contributed. All cnntributions to the Af-M·EPF .sh•JI be p;iid no later than tnc thirtieth day 

of the month followfna tbe month ln which sen,.iees havt been performed. At a eontrlbutlng employer to the 

AfM•EPF, Th• Symphony agrees to comply with and be legaUy bound by the termg .and conditions of the 

Agreement nnd Declaration of Trust csublJshfna the American f'ederstfon of Musicians- and Employers' Pciulo11 

Fund. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

183

959751002 GREY LARSEN LLC CBA REHAB 2 

 

AFMEPF0878

) PENSION 

1llc c1hrl,tj, 1.r adoptS 1bcAD:1-.!fh.~.tt f'l!d1:n111on of ~hL'i1C.Jan:,1 and hnpll•)'cc.s· Pt nsiQo Fond 

Rchabllitat/111, Plo.o ildupttd b) tM Boivc;f ~1( I nJ'I(~~ of the F1.it1d 011 April I~. ~010, ,nrlud1n~ an 

<:nn1rit,.11Ton 5clJeduJcs... wflieh i, incorp(lrtued hcr.c bJ rcr~r~nc.-e 

::jpecUicnll1, 1tlet F.t11 plO)C"" wdl con1rlb111t' ,_,. _-19'-'n ,,t~acb empJoyc.~· sc11le w~~.'" detifl'!.!d in An)tle ~ 

c.d th~ 3J:.fL"Mli:fil (\\bich !lhaU be i:fln~i,l'l!n:d tube <icalc \•..-n!l,c.,J 11\ Ill¢ '\mrn.:i.u Fc<lctalliln ,If f\.hhki-'II\ 

und Empf1ly~· f'<tw1on Fund ' AFM•fl'f- Tn"lwwt'ohJI am(Wm9 req11fred b) the f'und's lh-hahil11111i11t1 

Plan. 9 OQ'i,. Urtbc t'11211 t.'Ontrfbutu,n .lmn\lnt will nm be .. vfl!il~creJ "h,m .:.a.l.:ubttin& fUtU.J-c ht,neOt 

J'll)inet•t'- 11, ,h~ fiund, 

All t!•lflll !fM.tOClJ to the-Fund~u1II h,: ron,J~ by c.hcc~ p:1yable IC) ~e .. /\m(tfCats l·t·1.for..1ti1W1 of'MliSlt..lAn< 

and l:111~lu,vm· Ponsf.on fl.lr1'1, - /\IJ~u.:h ~ !hall t,,; ~c,1mpunlc:J b) ii m uiu1U1cc, li"Wh1 ,1 lcnrh~ '"!- (11r 

~ll,cl1 ~mpk,yce for Whom 11 ~ ntnbubon I\ m;1dc. ~ 11tll):(('•it111'~ namc.--soc,l!J 'iecurlr) ornnl'l.'f, d+lh.1')J ot 

~1i11fll:\:11J~OI for -wh1d 'I pl.!i'l~lt,ri l~ paiJ_ s.:.ak" 3f11!) ,1n "l11d1 pcru:inn c!I jMIJ 1111J !he !#inCl.mt o l' pcn!i11111 

lht .!heel .and rcmiuan"c lnform.atin,,Auil1 beU'liJ\Si1nmed to Local 10(1() A1,M 1!1r fornttnhng tll thl' f w11I 

within 30 days {\1UoY! m~ the-f"C!lthirlo1 ,,r,<rVttt:t forwh,"h ,uc.h 6/tanlnt-111,nri~un-. pa~ablc. II the 

cmpl,,~;,r ls llfflllOIJr,Ponucd, no t"Q111rfhutiora will bi: paid CWt bt-111111 t)J Ill")' owner o, pan-nwnv- oflh( 

e.mplO)'Cf. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

184

78108001 HANDEL AND HAYDN SOCIETY CBA 

 

AFMEPF0879

C Penslo,n; SOCIETY agrees lo contnbute to lhe Ameooan Federation of ~s~ians Society's Pension Fund 

(AFM-cPF) an arnounl equal 10 11 9~~ of a icable wageit earned by each Mus1C1an penorming musical 

serkts and 1rans y one separale check, made payable \o e ~ F, EPF,' to e Union no later tha~ 

e11lh da~ of lhe mon\n lol~wlng the monlil dunog YI ich mus~al seM~s were pe ormed 

: ifeclrJe July 1 20 8 Employer con ~~Ion o AF M EPF will increase o 12 50\ 

EiiC o ese p~rcen'ag~ Em:i10 e· c,) ons ,s In an paymPn :-<4u~~ ~Y !lie 2010 

AF -E Rera~ll11 e ~11 Plan" ,e Ppnsioo PMl~C Ion Atl of 2006 (lne 

•'" ena 1,laton Fay r rn S ntal ~~ reame~ ber~een tne partie. ~t tSJpp,ementa ,gr lh al t n 1 ,~ Supp.err: tal greemfnl 

;~ d1soont ued p1 :,Uii ril'grap o pie ,~i Agreen em an !to E e~t~I 

nnltled b~ •'lo: Peha 1h ~ Em ontn uLon "ate ~Qa I e~e ID a rate Ulat ~ educ d 

tlle amount of lhe t :in.~rn.nt AFM-EPF 6 (1~o as )I hE dalo: 01 ra1,ica1~n of uu 

Agrf~ eii• 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

185

959408002 HARTFORD STAGE THEATRE THE FLAMINGO KID CBA REHAB 2 

 

AFMEPF0880

Th• IIAR1101W STAGE COMPANYqreemonts for Ille perform._. of The Romlnco kid occumns from 

4/S/2019to 6/16/1019 SheN be IPOCWlcllfy amondldas followf; 

n,. Colleat,,. Bargolnlng Acrffmanrs (covorlng oll lnstNmentallsts for The Flamlneo Kid) pension 

COOl~bu11on rate wll be 12.1" lncfuslvHf all amounts required by the Fund's RehabUlt.ttlon Pion. 

Tht Penonaf s..vlces Agreaments' (C Da<arllno, P Staroba ond T. Murray) pension contribution rate 

wl& bt 1U9" lncluolve of an amounts ,.quited by tho Fuod's Rtl\ablllt.Uon Plan. 

For each of these '''"m•nts the fund will net cons~, 9.09" or these conlributlon Pil'/IMnts when 

Qla,tau,,g lut...., btnefla. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

186

7959001 HARTFORD SYMPHONY ORCHESTRA INC CBA 

 

AFMEPF0881

17.4 Ptnsion 

The employer agrees 10 make pension contributions to the American Federation of Musicians' and 

Employers' Pension Fund ("AFM-EPF") on behalf of musicians it employs within the jurisdiction of AFM Local 400 

at a rate of 5.45% for each season of each employee's gross compensation. Accordingly, the Employer agrees to be 

bound by and hereby accepts the terms and conditions of the Agreement and Declaration of Trust, dated October 2, 

1959, establishing the AFM-EFP (and all plans, rules, and policies there under), as amended, or as may be amended 

from time to time (the "Trust", collectively). Thus, the Employer specifically acknowledges the terms of the AFMEPF Trus~ which are incorporated by reference and made a part hereof and agrees, wllen employing musicians 

covered by this Agreement within the jurisdiction of AFM Local 400, to provide reasonable access 10 all information 

that the AFM-EPF may require, and to permit the AFM-EPF to conduct an audit of the Employer's payroll and wage 

records (at ihe AFM-EPF's expense) to verify the accuracy oflhe contribution.~ made. 

The Employer will forward pension payments tlirough AFM Local 400 10 be received in the office of the 

AFM-EPF in New York no later than the last day of the monih which follows each corresponding payroll. The 

Employer shall issue a separate check made payable to AFM-EPF for tl1e total amount of pension for each period. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

187

959376002 HARTFORD SYMPHONY ORCHESTRA INC CBA REHAB 2 

 

AFMEPF0882

17.4 Pt>nsion 

The employer agrees lo make pcnston oontnbut1ons to the Amcncan Federation ofMus1clllflS' and 

Employers· Pension Fund (-AFM-EPP) on bchalfofmusic1ans it rmploys within the jurisdiction of AFM Local 400 

at a rate of 5.45% for each season of each employee's gross c-0mpcnsat1on. Accon:hngly, the Employer agrees lo be 

bound by and hereby accepts the terms and cond1llon.s of the Agreement and Declaration of Trust, dated October 2, 

1959, establishing the AFM-EFP (and all plans, rules, and policies there under), as amended, or as may be amended 

from time lo time (the "Trust'·, collecllvely). Thus, the Employer spec1ficall)• acknowledges the terms of the AFMEPF Trust, wtucharc incorporated by reference and made a part hereof and agrees, when employing m1L~1c1ans 

covered by this Agreement within the Jurisd1cllon of AFM Local 400, to provide reasonable access lo all mfonnation 

that the AFM-EPF may require, and lo permit the AFM-EPF to conduct an aucht of the Employer's payroll and wage 

records (at the AFM-EPF·s expense) to venfy the accuracy of the contributions made. 

The Employer ,,111 forward pension payments through AFM Local 400 to be received m the office of the 

AFM-EPF m ew York no later than the last day of the month \\TI1ch follows each corresponding payroll. The 

Employer shall issue a separate check made payable lo AFM-EPF for the total amount of pension for each period. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

188

79827001 HAWAII SYMPHONY ORCHESTRA CBA 

AFMEPF0883

21. l Thr £mplo7" Stilliiic lhiJ MIISlcr ApmocnA shall make pension corwi'bolions to lht 

American Federtllon of Musldacs and £mploym' J>alilon flllld ("The fund") oa bchaJr of 

ceclt employee oovcRd by lhia Master AlllCCfflClll lD 1:1 &lllOIJnl equal 10 ~ (ollowl:tg !peCilled 

pcru~cs of 1111 V.'2 \'ol!3es, u cludiftg ••r inmtru, -■ whk• pe,u_ia1> hu alracly been p•ld, 

earned fnlffl the Emplorcr. tffecti,'C aJ oC the darts set fonh below. alld ut a,wNbnce ,.,lh t.ltc 

wms aad c,ollditaonsdcscnbcd herein: 

P.fl'a:tive Dall: C1,ntrib11don Ra.e: 

Jal)- I, 2011 8% 

2g.2 The Employu ls plllty 1o & collective barg;un:inQ. aa=,t (CBA) wtlb lhc /ISJOtbtioa. 

Thia Afl-t-EPF ag,ccment (Atticlc 28) cover, every employee for wbam tbc CBA tc,q'IIUCS 

COOIJJbulions. l)y maldng ,;,o~ on bcluilf o( en lruli\•id,-t, tm, Employer,.......,,~, lhot it 

bas dcunnlncd that th.e UldlviduM is ~ ffl'lplO)-cc covcted by the appbcwle seiee01cat. aDd the 

flmd assumes no li&bitil)' for 1ha1 dcl¢lmiNticm. 

28.J Elfc~vc 1uly 1. 20 II {"lllTcctlvc Date"), Emplo)>n ah.all tontnOf.11.c lo the A.menean 

Fedca.lJCo of Musici1UU ond Employc,ra' Pms:>oa fulld (tlue ~f'undj L, arc~ ,.,,th the 

contributiOJI scllcdule of Ille tehobili1ad011 plan a.dopfCd by the Bootd of T M1«S of the FUlld 011 

April IS, 1010 (the "20111 Relllll,ili1Alion P"1n'1, wbkb LS IDCl>fPO<"l.cd berdn by rc(en:DClC. 

lSA Eac:b C011lribu1ioo mall be pnid to ihc F:md DO later tt.n live (5) t!ay$ after Ibo c,nd of thc 

month rouo,.,lli (he calet>.dar q_, in .. tildi those iaviccs \\1:Je rendered. 

28.S All CCX1tnbmiorG IQ ll1e Fund Jhall be ro•d.- by cbeclt payabk Ill !he •AmffieAn FtdMUion 

of Musicians and Employco· Ptmion Fund." All such cbccu r.'inll be tniruminl'd t0 1bc 

Auociution r°' forwwiJig to the l'uoo, p11widod tlilll I.ht A.$$oclatlon is tbm p:w,y to tbt 'f'und•s 

''Cash R~c~ipts P"""'dutts for l..ocili that ltttdvc l'utslon Cor.!rilxnlons Dimmy from 

~rs..., If ihc ASl9oei81l.on is DOC 1bcn a paey to !hoo,e Ca$h Receipts l'To<:..:lmes, •ll c:becks 

shw.l be sail direotly to Ibo AFM·l!PF, bk of New Y011', P.O. Bolt 1915SA, Newark. NJ 

07195-0ISS. 

28-.~ £ath cbcck tor COJ1lltbul:OIIS pay.,.blc 10 !be Fund shall be accom.-»ed b)• the IPl""Prialc 

""11itllll1<X> fonn spc,;:ifying. for """b covered employtt for \\born pension contrtl,,.lllons or& 

pB)'!.ble, the cmplO)~'t nm:nc, aod social lll!ICUrlty numbel. Ille dates of the CQP8CJDCD1J for 

whicb pcmim coom"'billiOJII ~ bci.ag polo, 1be -1 of W2 W11,.S or, which pension 

L'tmtribulions 11n: being p:id, av. pa,,e,iugc rate of coc.tnblllions. 111'111 the dollar amount of 

pcruloo comributioos plid. togc1hcr wub any other illforrna.iion that i$ ROquired by the CBA. 

23.7 The Employ~~ to bt bolll1d by the Agrwmcm Bod Dc,c,lamion ofTnn1 Es:miliwlla 

lhb Amerioan Fec!<n1>011 of M111r<:iom 1111d J:m;,lurc,s • l'cn"1011 Fulld.. as aiocodcd a,id rcNUd 

cffoc11.-e as of Sqmm.bc: 29. 1994, and u tt may be limh~ amcodtd from time 10 time; lhc 

Amcric•11 Fedcru1fon of Mnitian.• 111d l'mployM' Pt'lasion Plan. .., amffld.td ilalll ttsw,,d 

ctfoctl,-e as of April I. 1989, and as it may be funltcr emended from lime 10 rime: •nd .U rule1 

ai,d pol~iti promwp1<d punU1111 lbemo by lll• Board of frusJeeS oc h• duly ..a.onud 

commin«1 (slldl ABtttmfflt and D•cbnltion of 1'tllll, PIM dot'Wlklll, and nllcs and polldc-s 

bcutg ooUccd\'CI)' referred to llcraftcr as lhc "Piao t>owrocnlS"). Toe Plan Ooc:wnenb .n: 

~by and c,xprcs:sly 1~ by reference into tbas a~ fo thclt ->'· 

21.S The Employer apees 10 permit tqKCKM•-a of rhc Fund to conduct pcrlod>C IIUILLS of •IS 

-ouali"8 books end rttardJ 11.od rds2;d supporimg doeummtalion arnl !Nth o1bcr m:onla 11