Exhibit 7.07 

Collective Bargaining and Side Agreement Excerpts

AFMEPF0695
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

1

953196002 54 BELOW LLC 54 BELOW THE CLUB CBA REHAB 2 

AFMEPF0696

A. Pension Benefits 

I. 54 Below agrees to contribute to the American Federation of Musicians and 

Employers Pension Fund ("AFM-EPF"), for the benefit of the musicians it employs, 

the amount of 9 .81 o/o of gross wages (i.e. perfonnance and sound check payments) 

earned. This contribution is inclusive of the 9% additional contribution required by 

the AfM-EPf Rehabilitation Plan, and shall be made within fourteen (14) days of 

each payday. 

2. All contributions to the Pension Fund shall be made by check payable to the 

"American Federation of Musicians and Employers' Pension Fund" and sent to Local 

802 at 322 West 48111 Street, New York, NY 10036. All such chcck(s) shall be 

accompnnicc.J by u rcmiuuncc fonn idenlifymg. for each employee for whom a 

contribution is made, the musician's name, social security number, date(s) of 

engogcmcnt for which pension is paid and scale wages on which pension is paid. 

3. 54 Delow agrees to be bound by the Agreement and Declaration of Trust establishing 

the American Federation of Musicians and Employer's Pension found, as it may be 

11mcndcd from time 10 time, which is incorpornted by reference into and made a part of 

this Agreement. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

2

 75962001 92ND STREET YM YWHA JAZZ IN JULY CBA

 

AFMEPF0697

ARTICLE 4 - BENEFIT CONTRIBUTIONS 

A. P.ENSlO'N 

The Employer agrees to contribute an amottl).t equivalent lo 11 .1725% (eleven poinl one seven two 

five percent) of each musician's scale compensation (wages and premiums) to the American Federation of 

Musicians and Employers' l?ension Fund. All contributions to the Fund shall be made by check payable 

to the "American Federation of Musicians and Employers' Pension Fund" (APM & EPF). All such 

ch,ec!<.(s) shall be accomp~ed by a ren:tittance form ldontifying each musician for whom a contribution ls 

made, the musician's name, social security number, date(s) of engagement for which benefitS are paid, 

scale wages on which pension is paid, and the amount of health benefits contributions. The check(s) ·and 

re,mittance information shall be transmitted to Local 802, AFM for forwarding lo the Fund within sixLy 

(60) days following U1e riindering 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 Agreemeot and Declaration of Trust establishing The American 

Federation of Musicians and Employers' Pension Fundj as it may b~ amended from lime to lime, which is 

incorporated by reference mto tbls Agreement. The Employer also agrees to adopt the Amerionn 

Federation of Musicians and 'Employilrn' Pension Fund RehabiUtatim:i Plan adopted by the Board of 

Trustees of the Fund on April 15, 2010, which is incorporated herein by reference. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

3

714086002 92ND STREET YM YWHA JAZZ IN JULY CBA REHAB 2

 

AFMEPF0698

ARTICLE 4 - BENEFIT CONTRIBUTIONS 

A. PENSION 

The Employer agrees to contribute an amount equivalent to 12.29% (twelve poim 

two nine percent) of each musician's scale compensation (wages and premiums) to the 

American Federation of Musicians and Employers' Pension Fund. All contributions to the 

Fund shall be made by check payable to the "American Federation of Musicians and 

Employers' Pension Fund" (AFM & EPf). All such check(s) shall be accompanied by a 

remittance form identifyi ng each musician for whom a contribution is made, the musician's 

name, social security number, date(s) of engagement for which benefits are paid, scale 

wages on which pension is paid, and the amount of health benefits contributions. The 

check(s) and remittance infonna1ion shall be transmitted to Local 802, AFM for forwarding 

to the Fund within sixty (60) 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 American Federation of 

Musicians and Employers' Pension Fund, as it may be amended from time to time, which 

is incorporated by reference into this Agreement. The employer adopts the American 

Federation of Musicians and Employers' Pension Fund Rehabilitation plan adopted by the 

Board of Trustees of the Fund on April 15, 2010, and updated June 27, 2018, and all 

contribution schedules, which is incorporated here by reference. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

4

717272002 ABHANN PRODUCTIONS RIVERDANCE 2020 TOURING AGRMT REHAB 

2 

AFMEPF0699

7. PENSION 

The Employer agrees to participate in and contribute to the American Federation of 

Musicians and Employers• Pension Fund on behalf of its musician employees for all 

salary p.1id. Pension contributions, in the amount of 13.2% of salary, shall be remitted to 

Fund on o cnlendar monthly basis no later thnn the l5th day of the month following the 

catendar month for which the concributions are due. This percentage is inclusive of any 

projected increase, including the At>ril I, 2011 increase ond the August I, 2018 increase 

of I 0% of the previous amount and will remain constant for the durution of this 

agrument. It shalJ be the duty of the employer to tmnsmit the pension contribution 

together wirh the oppropriote forms to the Touring Division of the American Federation 

of Musicians. 

The employer agrees to be bound by the Agreement and Declaration of Trust dated 

October 2, l 959, as amended, estnblishing the American Federation of Musicians and 

Employers' Pension Fund. as amended from time to time. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

5

 

958133002 ACADEMY OF MAGICAL ARTS INC CBA REHAB 2 

 

AFMEPF0700

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•qljr 11), lbc cu plu lrthu'1on hJU · I 1 ,H ) 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

6

715833001 ACADEMY OF VOCAL ARTS CBA 

AFMEPF0701

8% (WHICH INCLUDES .9% FOR RE-HAB PLAN) PENSION CHECK MADE 

PAY ABLE TO AFM-EP FUND AND REMITTED TO LOCAL 77, ALONG WITH AN 

EXECUTED P ARTlCIP ATION AGREEMENT. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

7

959295002 ACADEMY OF VOCAL ARTS CBA REHAB 2 

AFMEPF0702

19. Pension Effective September 1, 2019 thru May 31, 2021 The Academy of Vocal 

Arts shall pay into the American Federation of Musicians and Employer Pension Fund 

contributions on behalf of each musician covered by this Agreement in the amount of 

10% of the Musician's wages and other earnings, excluding cartage. This pension 

contribution will increase to 11 % on September 1, 2021 . This includes the contribution 

per the AFM-EPF's rehabilitation plan adopted by the Board of Trustees of the Fund on 

April 15, 2010 and updated in August, 2018. The Fund will not consider 9.09% of these 

contribution payments when calculating future benefits. A check in the proper amount 

made payable to "A.F.M.-E.P. Fund" shall be mailed to the Union with a list of names of 

Orchestra Musicians contracted for the series, social security numbers, scale wages, 

and pension contributions due on behalf of each Musician. Payment of the pension 

contributions shall be paid within thirty (30) days from the last performance of the series. 

The Academy of Vocal Arts agrees to execute such participation agreements as is 

required by the Fund. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

8

 

76837001 ACTORS THEATRE OF LOUISVILLE CBA

 

AFMEPF0703

3. Pension Contributions 

Pension Contributions as set fortl1 in Article VJ, Section LI shaU be made pursuant to the 

following proviso: 

On behalf of each musician covered under this Agreement, the Theatre shall contribute to the 

American federation of Musicians' and .Bmpfoyers' Pension Fund {AFM~EPF) an additional 

amount, as set forth abo\te, of all scale wages earned under this Ag_reeinent, excluding any 

additionaJ amounts negotiated by individual musicians under personal service 

contracts. Eacb payment shall be accompanied by the appropriate personnel and/or AFM B 

report fonn, setting furtb for each musician on behalf of whom pension is being paid, the 

musician's name, social security number, dutc (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 cod of the month folliowinR the month in which the services 

occurred. Ma contributing employer to the AFM-EPF, the Theatre agrees to comply with 

and be legally bound by the torrns und conditions of the Agreement and Declaration of Trust 

establishing the American Federation of Musicians' Md Fmployers' Pension Fund. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

9

 

712794001 AFM OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LCL153 

AFL CIO CBA 

AFMEPF0704

R-PENSION 

Tile employer agrees to make pension contributions on behatf of all Employees. 

Section 1 - All employees are covered by the "American Federation of Musicians' & 

Employors' Pension Fund (US)". The Employors contribution is set forth below: 

Effeclive February 14, 2006, the Employer's contribution will be 10% ot the employee's 

gross wages. 

Effective February 14, 2007, the Employer's contribution will be 11% of the employee's 

gross wages . 

.,,,.---, Effective February 14, 2008. the Employers contribulion will be 11% of lhe employee's 

gross wages. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

10

 

958326002 ALAMO CITY OPERA DBA OPERA PICCOLA OF SAN ANTONIO CBA REHAB 2 

AFMEPF0705

G. PEJ<SION 

EJfectlveAi;gust 1, 2018 ("Effectlve Date'), The Opeta shall coottlbute to 

the American Federation of Musl.clahS and Employees' Pension FU11.d (the 

"fuoct•) In aocordan~ with lhe AFM-EPF ParilcipaOon Agreement 

Specifically. the Employe~s eon1rlbutlon rate wru be as follows: 

Tf\e Employer will c1:>n1rlbtJ1e 6.00 % or Stale wages, lnclUSlve or all 

amounts required by the Fund's Ret,ab111tation Plan The. Fund wfll not 

eonslder 9.09% or these. contribution payments - calclllerlng fuiure 

benefits. 

For !he purpose of determining !he amount 1ha1 !he Employer Is required 

to contribute to the Fund under this Agreement, !he term "scale wages" 

shalt Include wages described In the following sections of the Collective 

Bargaining Agreement: B. C. D. E. F, H. K, and L of this Al1icle V 

(Compensation). 

The term ·scale wages· shall not Include royalties, advances or other 

payments or or reimbursements for expenses or costs incurred by the 

employee in connection with his or her employment (for example, 

promotional expenses, recording expenses, cartage expenses or mileage 

expenses, recording budgets, or similar expense accounts or payments). 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

11

 

952363001 ALBANY SYMPHONY ORCHESTRA CBA 

 

AFMEPF0706

I? 07 Pr.lW<'ln 

The Employer (the ASO) agrees to make pension contribution! to the American Federatioo of 

Mu5icians and Employer Pension Fund t<AFM·EPF'), on behalf of musicians it employs in the 

amount set forth below (inclusive of base wage. overtime pay, rehearsal pl)', doubliDg premiums, and 

any additional premiums}. e.atDed under this agrecmenL 

Accordingly, the Employer agrees to be bound by and hereby accepts the terms and conditions of the 

AgreemcJU and O.Claration of'J'rus~ dated October 2, 1959, establishing the AFM-EPF (and all plans, 

rules and policies hereunder) 8$ &n1ended or as 01ay be an,ea.ded from time to time- (the "Trust>' 

ooUectivelyJ. Thus, the Employer specifically acknowledges the term., of the A.FM•EPFTNst, whicb 

are i.ocorporatcd by reference and made a part thereof and agrees, when employing musicians covered 

by th.is Agreement to provide reasonable access 10 all information lbe: AFM--EPF may req~ and to 

permit lhe A.FM-EPF tO conduct an audit of lhe Albany Symphony Orchestra payroll and wage records 

to verify the accuracy of the contributions made. 

On behalf of each musician, the ASO sbalJ contribute to the American Federation of Musicians' and 

Employer,' Pension Fund (AFM-EPF) an additional amount eq'"'1 to five percent (5.00%) of wages 

earned by ca.eh Musician performing musical .services, tra.osm.itted by one separate chcclc. made 

payable to the "AFM·EPF," to the Union no later than the Wt day of the mouth following the month 

duri.o.g which musical services were performed. The five perecnt (5.00%) contribution is inclwive of 

the 2009 S.RISA rehabili-caijon mandale.. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

12

958674002 ALBANY SYMPHONY ORCHESTRA CBA REHAB 2 

 

AFMEPF0707

12.07 Pension: The Employer (the A 0) agrees lo make pension contributions to the American 

Federation of Musicians and Employer Pension Fund ("AFM-EPF"). on behalf of Musicians it 

employs in the amount set forth below (inclusive of base wage, overtime pay, rehearsal pay, doubling 

premiums. and any additional premiums), earned under this agreement. 

Accordingly, the Employer agrees to be bound by and hereby accepts the tenns and conditions of the 

Agreement and Declaration of Trust, dated October 2, 1959, establishing the AFM-EPF (and all plans, 

rules and policies hereunder) as amended or as may be amended from time to time (the "Trust'· 

collectively). Thus, the Employer specifically acknowledges the terms of the AFM-EPF Trust, which 

are incorporated by reference and made a part thereof and agrees, when employing Musicians covered 

by this Agreement to provide reasonable access to all infonnation the AFM-EPF may require, and to 

permit the AFM-EPF to conduct an audit of the Albany Symphony Orchestra payroll and wage records 

to verify the accuracy of the contributions made. 

On behalf of each Musician, tJ1e ASO shall contribute to the American Federation of Musicians· and 

Employers' Pension Fund (AFM-EPF) an additional amount equal to five and one half percent (5.50%) 

of wages earned by each Musician perfonning musical services, transmitted by one separate check, 

made payable to the « AFM-EPF," to the Union no later than the fifteenth ( I 5th) day of the month 

following the month during which musical services were perfonned. The five and one half percent 

(5.50%) contribution is inclusive of the 2009 ERISA rehabilitation mandate and the Fund's 2018 

Rehabilitation Plan. TI1e Fund will not consider 9.09% of these contribution payments when 

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

Exhibit 7.07 Group 1 – 596 Custom CBAs

13

 

75068001 ALLIANCE THEATRE COMPANY CBA 

 

AFMEPF0708

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

A. Effecti\'C upon the ratification of this Agreement, the Thea.Ire agrees to make pens.ion co.01tihutions 

to the /uuerican Federation of Musicilms' tnd Emp1oye.r.i' Pension Fund( .. AFM-EPF") t)O ht-hair 

of musicians ii employs within 1h~jurisdic1ion or AFM Local 148.-462. Dl Lhc percenrngeset forth 

in Schedule A, Rule 2. Ae<:ordint;ly1 1he Theatre .ogrees to be bound by and hereby accepts the 

tenns and condjtions ort11e Agreement and De.c.Jarot-ion or Trust, dated October 2, J 9.59, 

establishing the AFM-EPF (and all plans, rules. and policies thereu11~er), as 3.Juended. or as may be 

amended frc)m time to time (the ••Trust" collectively). In addition. the Theatre agrees AfM-EPF 

contributions shall be in accordance with the contribution schedule of the rehabilitation plan 

adopted by the Board ofTrustee,i of AFM-E.PF Qn i\j)nl l S, 20 IO (tho "20 IO Rohabilimtion Plan"), 

which j5 ir10Qrp()r8tcd herein by rcfcn..·11cc. 

B. Tho Theatre:. will f()rwanl pcnsiotJ payments, tilong wi1h AFM-EPF apprnved remjunnce forrn~ 

through AFM LocaJ 148-462 al the same time-as all other payroll. The Theatre shaU issue a 

separo1e check made pa yob le to AFM-EPF for lhe tmal amount or pension for each eng.a.gemeut. 

C, . Auy audil of the Theatre's n.~.ords perlbm~ed .in occordaoce \\1Lh any provision of any d0<:wnenl 

referred to in this section shall be limited to records and accounts -concerning uansactions which 

are subject to payrnents dicectly pursuant to this section. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

14

715976002 AMERICAN CLASSICAL ORCHESTRA INC CBA REHAB 2 

AFMEPF0709

ARTICLE 6 - PENSION 

American Classical On:hestra, h:. agrees to be bound by lhe ~nt and Dedaration ofTrust estabishing the 

American Federation of Musicms and Employers Pension Fund, as it may be amended from time lo lime, v.ttlch is incorporated by 

reference into this AgreemenL 

The Employer adopts the American Federation of Musicians and Employers' Pension Fund Rehabiftlalion Plan adopted by the Board 

of Trustees of the Fund on April 15, 2010, inc:luotng aD cootnb.J~on schedules,~ is incorporated by reference into and made part 

or this Agreement. The 2010 rehablltation sched~e requres pensloo oontribu5on of 16.35%. The AFM-EPF rehabilitation plan ot 

June, 2018 mandates an increase of en additional 10%, bringing the pensioo contribution to 17.99o/ .. 

Al contributions to the Fund shall be made by check paya~ to the "American Federation of Musicians and EmployefS 

Pension Fund.' All such check$ shall be accompanied by a remittance tom, idontifying 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 vmich 

pension is paid and the amount of pension. The d1eck and remittance inl'ormalion shaU be transmitted lo Local 802 AFM for 

fo,warding to the h.wld wi1hin ten {10) days following the rendering of services for which such contooutioos are payable. If American 

Oassical Orchestra, Inc. is uninCOfJ)Orated, no cootnbubons wil be paid oo behalf of any owner or part-OWner of American Classical 

Orchestra, Inc. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

15

 

953198002 AMERICAN COMPOSERS ORCHESTRA INC CBA REHAB 2 

 

 

AFMEPF0710

ARTICLE 10 • PENSION 

The Ell'f)loyer agrees to oontribute an amount equiv.tent to fifteen percent (15%) of each employee's wages as 

defined In Mlde 8 of lhis Agreement excepl for 8G, CMage {which shall be coosidomd to b• scale wages) to the American 

Federation of Musicians and E~IO~' Pen~oo Fund ex"'l)t as necessa,y for the Employer to col11jlly \>Ith the Sup!)iemental 

Ag,eement through wli(h tt agreed to the Penson Fund's pension ~bii talion plan. In accordance wiltl the mhablUtation plan, 

the peroenlage contribution amOOf\t olherw~e required to be made to the Pension Fund increased by 4% effective June t, 2010 

through Mardi 31 , 2011 (calculating to a contribution percentage rate of 15.6%). Effective April 1, 201 1. the percentage 

contribution amount otherwise required to be made to the Pension Fund will increase by 9% (caku!ating to a contribution 

percentag• rate of 16.35%). The AFM-EPF revised rehabilitatioo plan, set forth in Jooe 2018, req\Jires employffi to contribute 

an addit!Cf\clt 10%. unaDocated. lhe arrenl pension contribution rate is 16.35%. The ne'N employer contribution rate is 17.99'/4. 

All conbibutions to the Fund shall bs made by check payable to lhe ·American Federation of Musicians and Employffl' 

Pension Fund.' Ail sucn checks shall be accompanied by a remittance fonm identifying eaeh e~yee for whom a contribution 

ts made, the musttian•s name. s.oda1 securtty numbor, Cla!c(s} of ~~cmenl forwhlch pcnsroo 1s paid, scale wages~ Yttikh 

pension Is pa;/ and the amount of pension The check and remittance {ntommOon <halt be transmitted to Lqcal 802 for 

forwarding to !he Fund within ton (10) days IO!l11wing tho l endering ol services-for wllj::h stJcl\ con~'i>i!lons aro payable. If tfte 

em~r is \Jfl•incorporaiod, no-<llnl"bullQJ)1 wfll be paid on bel\aff of an y owner Of part.,,.,,., of the E~loyer. 

1M Emit,,ye, agrees to be bound by The AgreemenI and O.Claralion QfTrust estabffshlng The American F"".rarlon 

of Musicians aQd Employers· Penll!OO Fulld. as n may be amended ll'Clll1 lime to time, wlileh le lrtall))Oral<ld by mfemr,ee Into 

1111s A;ireemenf 

Tax Deferred Annuify: The Employe, shall sponsor a 403\bl tax,dofetred 0,,001y plan, l>">Ykl«! there 11 

no •x~nse or added edminisfrawe burden to the Emplcye,, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

16

76026001 AMERICAN KANTOREI CBA 

 

AFMEPF0711

Article VU America.a Federation al MusiMD:s and Employers Pension Fuad 

A. Effective Scptcmbcr I, 2004, the Emplo)'Cf agrees to make pension contributions 10 the 

American Federation of Musicians' and Employers' Pension Fund (" AFM-EPF") on behalf of 

the musicians it employs within the jurisdiction of AFM Local 2-197, at the pm:cntagc set 

forth in Schedule A. Accotdingly. the Employer agrees to be bound by and hereby accepts 

the tern\$ and conditions of the Agreement and Declaration of Trust, dated October 2, 1959, 

establishing the AFM-EPF (and all plans, rules, and policies thercundc:r), as amended, or as 

may be amended from time to time (the "Trust," collectively), for American Kantorei. The 

Employer specifically acknowledges the tcnns 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 2-197, to provide 

reasonable access to all information that the AFM-EPF may require, and to permit the AFM· 

£PF to conduct an audit of the Employer's payroll and wage recotds (at the AFM-EPF's 

expense) to verify the accuracy of the contributions made. 

8 . Effective April 1, 2013 and continuing for the term of this agreement, the Employer 

agrees to be bound by the Trust Indenture dated October 2, 1959, as amended, 

providing for oontJibutions to the AFM-EPF. Further, the Employer adopts the 

Amefican Federation of Musicians and Employers' Pension Fund Rehabilitation Plan 

adopted by the Board of Trustees of the Fund on April 15°', 2010, including all 

oontribution schedules, which is inoorpo,ated here by reference. and further agrees 

to contribute an amount equal to: 

C. Effective April I, 201 I, contributions on behalf of all musicians employed for live services 

under this Agreement shall be based on 11.99% of the wages set forth in tbis agreement. 

D. Effective April I, 201 I, contributions on behalf of all musicians eroployed for media services 

under this Agreement shall be based on 10.9% of the wages set forth in this agreement. 

Contributions shall be made according to the rules set forth in Article VII. 

E. The Employer wiU forward pension payments, along with an AFM-EPF-approved remittance 

form (a sample of which is anacbed to this Agreement) to AFM Local 2.197 within 30 days 

of the completion of the CIJl!agcmcnt for which such payment is being made. The Employer 

shall is,;ue a separate check made payable to the AFM-EP Fund for the total amount of 

pension for each engagement. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

17

 

79334001 AMERICAN POPS ORCHESTRA CBA 

 

AFMEPF0712

ARTICLE N - PENSION. WORK OU!;S, PAYROLL OBLIGATIONS 

I. The EMPLOYER shall fully and failluully comply with its statutory duties with 

regard 10 Employen obligations for FICA. 

2. The EMPLOYER llgrces to abide by all teims and conditions of the Tolst 

Apmcnt creating 1heAmerican Federation of Musicians and Employer's 

Pcmion Fund, dated April I, 200S, as amended, including the payment of 

pension contributions required under lhe Trust Agreement, as amended by the 

Preferred Schedule of any Rehabilitation Plan issued by lhe Pension Fund. The 

EMPLOYER specifically agrees to pay the increases in pension required under 

lhe 2010 rehabilitation Plan, established for the first conu-act perfod of this 

agreement at nine percent (9%) of scale wages for each musician, and in the 

second contract period of this agrecmcn1 at ten percent ( 10%) of scale wages for 

each musician. Check for this purpose shall be rnade payable 10 "AFM-EPF 

fund" and remitted to the UNION mond1ly. 

3. The EMPLOYER~ lo deduct two percent (2%) work dues from the total 

scale wages of each musician and remit weekly to the UNION"S Local office by 

check payable to "Local 161-710,APM." 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

18

959309002 AMERICAN POPS ORCHESTRA CBA REHAB 2 

AFMEPF0713

2. The EMPLOYER agrees to abide by all terms and conditions of the Trust 

Agreement creating the American Federation of Musicians and Employer's 

Pension Fund, dated April 1, 2005, as amendled, including the payment of pension 

contributions required under the Trust Agreement, as amended by the Preferred 

Schedule of any Rehabilitation Plan issued by the Pension Fund. The 

EMPLOYER specifically agrees to pay the increases in pension required under 

the 20 18 rehabilitation Plan of eleven percent ( 11 % ) of scale wages for each 

musician. Check for this purpose shall be made payable to "AFM-EPF Fund" and 

remitted to the UNIO monthly. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

19

 

79140001 AMERICAN REPERTORY THEATRE CBA 

 

AFMEPF0714

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1111 '!, 

L!.'!cl!hc ~•-'P!ctn(!cr I ~U!k Lmrtt,,)CI "(or!ln~,1l1nf, ,,, \I \1 U1I hll! !h, rr,~·~ 10 'I 

l il~~llh• $:('!t-mh,;t I :01;) Crn)"l1•)tl c:n111rh11111rn\ 1\1 Af\l LPF ,111l l111..f't',~£~ot , ,, " 

Hlt-.;ti\c ''"1•11,~, I ~bW rm,ilt')i.:! 111r,r,1,11M11,,AJ ,, CPF ,qi! J11t.1•.ilt111t111 i 11t1" 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

20

958088002 AMERICAN SYMPHONY ORCHESTRA CBA REHAB 2 

 AFMEPF0715

V. ARTICLE 10 

AFM-EPF new rehab plan announced in June 2018, requiring 10% additional pension 

payments from all employer participants. unallocated. Old rate is 16.35%. The new contribution 

rate shall be 17.99%. (The math works as follows: stated pension contribution remains at 15%. 

Under the AFM-EPF 2010 rehabilitation plan that contribution rate was increased by 9%. 15 x 

1.09 = 16.35. Under the June 2018 AFM-EPF rehabilitation plan. that new amount is increased 

by 10%, such amount to be unallocated to individual accounts. 16.35 x 1.1 = 17.99). 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

21

74684001 APOLLO THEATRE FOUNDATION INC CBA 

AFMEPF0716

ARTICLE 4 • PENSION AND HEALTH CONTRIBUTIONS 

A. Heallh: For !hose musicians who perfom, IS or more •n!l'IBements at Am.,_ Nigh~ 

between eilher Jan\Jlty I nnd Jw,e 30 or July I and December 31 ('Eligible l!mployccs"J, 

Employer will pay up to I 00% of the Employer's portion of each musicians Plan A 

coverage of the Local 802 Musicians' Health Fund for that contribution period. Health 

contribulions for SubSlitutcs and Non-Eligible Employees shall be paid at $30.00 per 

engagement. No l&tcr than Janua,y 25, and July 25 of each year, the Union will bill the 

Employer for Noo-Eligible Employees and SubSlitutes and for the Employer r.ontribution 

3 

portion of the ccst of Plan A ccverage for each Eligible Employee for the preceding 

contribution period. In the event that through other enga,gcments, musicians alrtady have 

contributioos in their Employer portion, the Employer will pay the difference to 

guarantee full payment of the Employer portion for Piao A for Eligible Employee,. In 

addition, for those employees who qualify for the Employer portion of the Health Fund, 

the Apollo will provide each employee (based on the total number of services available 

divided by the number of services performed for each six monlh period) with lhe 

following to be paid to the Local 802 Musicians' Heallh Benefits Plan to cover a 

pacenlage of the participaot portion of single coverage: 

EffcctiveJan\Jlty 1, 2017: S3%ofsingleemployee coverage 

EffectiveJ&D\Jlty I, 2018: 77%ofsingloanployee covaage 

Effective Jan\Jlty 1, 2019: l 00'/4 of single employee coverage 

B. Pen.<lon: The Employer agrees to contribute an amount equivalent to twelve (12%) 

pacent of eoch employcc(s) wages, as defined in Article 3 of this Agreement (which 

shall be considered to be scale wages) to the American Fedcn,tion of Musicians 

Employers' Pension Fund. 

C. All contributions to the Funds shall be made by chcclt payoble to the • Am<ricao 

Federation ofMusiciaos and Employers' Pension Fund' and to the "Local 802 Musicians' 

Health Benefits Plan." All such check(s) shall be accompanied by a rcmillance fonn 

supplied by the Union, ide,,tifying for cacb employee for whom • 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, aod the mount of health benefits 

contributions. The check(s) and remittance information shall be transmitted to Local 802, 

AFM for forwarding to the Fuod(s) within one moolh following the month in which 

services were raulcred for which such contribulioos me payable. 

D. The Employer agrees to be bound by The Agn:emcnt and Declaration of Trust 

establishing The American Federation of Musicians aod Employefs Pension Fund, as it 

may be uncoded from time to time, which is incorporated by reference into this 

AgreemenL The Employer futlbc,r agrees to be bound by The Agreement, and 

Dctlaration of Trust dated April 22, I 952 eSIJlblishiog the Local 802 Musicians' Fund. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

22

959726002 APOLLO THEATRE FOUNDATION INC CBA REHAB 2 

AFMEPF0717

B. Pension: The Employer agrees to contribute an amount equivalent to twelve (12%) 

percent of each employcc(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 Food. 

C. All contributions to the F1.mds shall be made by check payable to the II American 

Federation of Musicians and Employers' Pension Fund" and to the "Local 802 Musicians' 

Health Benefits Plan." All such check(s) shall be accompanied by a remittance form 

supplied by the Union, 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 mount of health benefits 

contributions. The check(s) and remittance information shall be transmitted to Local 802, 

AFM for forwarding to the Fund(s) within one month following the month in which 

services were rendered for which such contributions are payable. 

D. The Employer agrees to be bound by The Agreement and Declaration of Trust 

establishing The American Federation of Musicians and Employer's Pension Fund, as it 

may be amended from time to time, which is incorporated by reference into this 

Agreement The Employer further agrees to be bound by The Agreement, and 

Declaration of Trust dated April 22, 1952 establishing the Local 802 Musicians' Fund. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

23

73178001 ARENA STAGE CBA 

AFMEPF0718

VII PENSION CONTRIBUTION 

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

Agreement creating the American Federation of Musicians' and Employer's Pension Fund, 

dated October 2, 1959, as amended and shall pay into the Fund an amount equal to thirteen 

and 8 one-hundredth percent (13.08%) of the gross earnings of each employee covered by 

this Agreement. Checks for this purpose shall be made payable to the "AFM & EP Fund" and 

remitted to the Union office weekly with the required paperwork. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

24

 

73178001 ARENA STAGE CBA 

AFMEPF0719

VII PENSJON CONTRIBUTION 

The Employer adopts and agrees to be bound by all term$ and conditiollS of the Trust 

Agreement creating the American Federation of Musicians' and Employer's Pension Fund, 

dated October 2, 1959, as amende<I and shall pay Into the Fund an amount equal to thirteen 

and 8 one-hundredth percent (13.087') of the gros$ earnings of each employee covered by 

this Agreement. Checks for this purpose shall be made payable to the ~AFM & EP Funcr and 

remitted to the Union office weekly with the required paperwork. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

25

717241002 

ARTISTREE MUSIC THEATRE FESTIVAL GRANGE JOSH 

SMITH MUSIC DIRECTOR PERSONAL SERVICES AGRMT 

REHAB 2 

AFMEPF0720

4. PENSION 

The Employer agrees to contribute an amount equivalent to 13.189% of scale wages inclusive of all amounts 

required by the Fund's Rehabilitation plan to the American Federation of Musicians and Employers Pension Fund 

(AFM-EPF). The surcharges referred to are not allocable to individual employees and therefore, the musicians 

will be credited with eight {8%) In total pension contributions. 

All contributions to the Fund shall be made by check payable to the "American Federation of Musicians and 

Employers' Pension Fund.• 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, AFM for forwarding to the Fund within 30 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 American 

Federation of Musldans and Employers' Pension Fund, 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

26

719412002 ASOLO THEATRE THOMAS MURRAY MUSIC DIRECTOR PERSONAL 

SERVICES AGRMT REHAB 2 

AFMEPF0721

4. PENSION 

This ls in compliance with the Pension Rehabilitation Plan·. 

The Employer agrees to contribute an amount equivalent to 11.9~ (induslve of the 9~ additional contribution 

required by the American Federation of Musicians and Employers' Pension Fund Rehabihtation Plan)of each employee's 

wages as defined tn Artide 2. of this Agreement (which shall be considered to be sc.1le wages) to the American 

Federation of Musicians and Employers' Pension Fund. 

All contributions to the Fund shall be made by check payable to the •Amencan Federation of Musicians and Employers' 

Pension Fund.• All such checks shall be accompanied by a remittance form Identifying for each employee for whom a 

contribution is made, the musidan'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 AFM for forwarding to the Fund within 30 days following the rendering of services for which 

such contributions are payable. tf the employer ls 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 American Federation of 

Musicians and Employers' Pension Fund, 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

27

79245001 ATLANTA BALLET CBA 

 

AFMEPF0722

I. Pension l"Al1~-£Pli") 

Effective Si,ptembcr 11 20~0 ("1,Effccdvc Oa1,e:")1 EmployqwUI ~onlJlbulc to the American 

Fede111non ofMU3icfaus .,,d Emplo)'tt"a' Pension Fwl<I (di~ "Al'M•EPI'") iu uwrdJIJJ<cwotlo 

Ilk con!J1l>uJjon schedule of th,: rellabilltalion plan lldoplcd by lh• Boar\! ofTruslot:$ of tho 

fund on April IS, 20] 0 (lhe "2010 RehabiU1ation Plan'1, which iB iDCOIJ)9f8lcd herein by 

reference. Specl6D4lly, the Employor's contribution rnle wm be six Md fil\y•four hwidredth, 

p<(<:cli.l (6.54%) inclus1veof-aU lmO\lllts r<>q]lin>d by the Fwid's ltcbabUitarioo Plan, 

Accordingly, lhe Bull Cl agrees to be bound by and hereby accepts Ille 1csms and conditions of 

the Agreemehl and Oectnrntion ofTru.st, dated October 2, 1959; cstabli.sting llleAFM-EPF 

(as,d oll plans, )ltlcs and poliolr.s thcrcwidcr), as amond<d. or"" may be amended from rime 

to time (tbe "l'tust", collectively), Tbe D&llec wlll fotwasd I""-'""' pa}'lll<nL<, along wll~ 

AFM•.EPF •JJProve<l mnitlance fonns, 11\rough AFM I.OCAI 148-462 al tho same time 11., all 

oU,crpa_yroll. The BAIiee w.111 issue• sepnrale check made payable 10 AFM-El'f for the t<,1"1 

lm(lllnl c,f pf$$i!ln fi::lr.ea~ engsgcmc:n.L 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

28

 

75935001 ATLANTA LYRIC THEATER CBA 

AFMEPF0723

--~ ••wuvu ..... w••o•••-i ..,._.,.._. u-. •-•--••·v-••t ue ... •, '-• • .1¥f '111'], Jf"\.'llf l"lli"UI J'""'IIIV-f.4,;nvu, VI ""''"''• 

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

A. Effective upon 01e ratification ol this Ag.rreinent, Lyric agrt."Cs 10 mal..c p~nsion contributions to the 

American Fcdcmtion of Musicians· and Employers' Pe11!>ion found ("AFM-FPF")ou behalf of 

musicians i1 c..mploys within the jurisdiction of Af M Local 148-462. ai 1he perce11tagc set forth m 

Schedule A. Accordingly, Lyric ngrccs lo be bound by and hereby accepts the terms and conditions of 

the Agreement and Declaru1io11 ol"Trust, ,foted Oc.1ober 2, 1959, establishing the AFM-EPF (wul ull 

plans, rules and policies thereunder), c1.;, .unc:nd~. 1ir a-; mny he amemlal from lime to time (tJ1e 

.. Tni.,t". collccth el~). 

8. The Lyric adopts the American hderation of Musician. and hmplo}ers" llension Fw1d rchabilitnuon 

plan adoplccl hy the Board of Trustees of the Fund on Apnl 15. 2010, including all contnbution 

!\Chedule!-, which is incorporated here by reference 

C'. L)'riC will forward pension p.t)mcnt~ along with AFM-EPF approved remittance forms. 1hrough AFM 

Local 148-462 at the. ame lime as all other payroll. 1.)ne ·hall issue a separate check mode po.)'able 10 

Af \1-l:.?r for the lotol amourtt or pttt-;ion for cuch engagt'ITit:nt. 

0. Any audit of Lyric·s records perfonned in accordance \.\1th ony provi ion of OO)' document referred to 

m ihis ,;cction shall be limited to records and accow\ls concerning tronsactions which arc subject to 

payment · dir~clly pursuanl to this section. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

29

75935002 ATLANTA LYRIC THEATER CBA REHAB 2 

AFMEPF0724

• - ----- -------------~ - o -~ --------- J ~ ,- ------ - r --------1 -- -------

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

A. Effective upon the ratification of this Agreement, Lyric agrees to make pension contributions to tl,e 

American Federation of Musicians' and Employers· Pension Fund (''AFM-EPF .. ) on behalf of 

musicians it employs within the jurisdiction of AFM Local I 48-462, at the percentage set forth in 

Schedule A. Accordingly, Lyric agrees to be bound by and hereby accepts the tem1s and conditions of 

the Agreement and Declaration ofTrust, dated October 2, 1959, establishing the AFM-EPF (and all 

plans, rules and policies thereunder), as amended, or as may be amended from time to time (the 

'·Trust", collectively). 

B. The Lyric adopts the American Federation of Musicians and Employers· Pension Fund rehabilitation 

plan adopted by the Board of Trustees of the Fund on April 15, 20 I 0, including all contribution 

schedules, which is incorporated here by reference. 

C. Lyric will forward pension payments, along with AFM-EPF approved remittance fonns. through AFM 

Local 148-462 at tile same time as all other payroll. Lyric shall issue a separate check made payable to 

AFM-EPF for the total amount of pension for each engagement. 

D. Any audit of Lyric· s records perfonned in accordance with any provision of any document referred to 

in this section shall be limited to records and accow1ts concerning transactions which are s ubject to 

payments directly pursuant to this section. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

30

 

72532001 ATLANTA OPERA CBA 

 

 

AFMEPF0725

1. AfM•1'f 

AlTIClf IV 

B~eF~ 

!he Opero ogees to rno1:e pensror1 conlnbuU0111 10 1he Amer.con Fedemtlori of M1M:lOnf mid 

C,q)loyer\' f-c1~ ~ur,d (' AH,HPF"J on oeholl ol ~ch Mu~ ciun eu1~loyB<J by II~ Ope11.J V1tlll11 the 

Jurisdtclioo ol AFM I octll 148•462 ln lhe fohowihg amounts ol enf e scale W<10~- Ace:ordmg_ly, Ir.ti 

Opero og-ees lo be boJOd by ot id hN uy oc:cepb :he lcrrru a xJ collcM1oos or •ne Agreement ond 

0&d\JC01lon ol ltu~I, doled Octobef ?, 195Q, eslob~shlng h~ AfM-rrr (and ott pk:JhS, tul~ cod AOllcle! 

1hef'f,ul'1,itrl. ro nrmincted. r O'i ma't be ornendecr fJom lrne tc ttme llhe Timi" co 11cliveltl Thu 

Ope,a ~111 mo e no peruK>n cc i!tibubon 10' trio udcJillcool woges IOI' ~11 o pla ng con1racfor <T 

union ~l~ww11 i\ po, J lor conlrQcllng l°t'F OPl:m will lr.rwom pension pov,r nb. utQog wllh AIM-EPr 

approved re"1iltonce forrrn. th10\lgr1 AFM Local 14~462 ol tM some ime os all oiher poyral! lt14t 

UptJo wtll l)~w<:n.1 1bporalti chtc:r modo ~oya u '" .Al M-u'• IC'.11 1'1L 1olol 00100 I ol ~•~n~n rot each 

&ngdgen')f!nl 

TI1e Opero cdop1s 1~ M1e1lcon rederol1uo of M-.1s.c1ons und frn~lo~51~• Pe~J(ln fund rer,ol--~ol<m 

ploo odc;,lcd oy Itta. Bwu ol rust~e~ ol l ,e rumt ,on A~ril 15 201(), tnciud "l:l ull 1.:onM>ul1on 

K:herk as which,~ 1tK.01r,01atect hele b~ rer8fenc~, 5necN!cn' v lhe A1"r4r11er ~ r:e1ntrihltlio-n shall tJti 

L0.2 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

31

958678002 ATLANTA OPERA CBA REHAB 2 

 

AFMEPF0726

1. AFM-Ef'F 

The Opera agrees to make pension contributions to the American Federation of Musicians' 

and Employers' Pension Fund l''AFM-EPF") on behalf of each Musician employed by the Opera 

within the ju,isdlctlon or AFM Local 148-462 In lhe followlng amounts of enti'e seal wages. 

Accordlngly, the Opera agrees to be bound by and hereby accepts the letms and condillons 

of the Agreement and Decloratlon of Trust, doled October 2. 1959. establishing the AFM-EPF 

(and all plans, ,ules and policles I hereunder), as amended. or as may be amended from lime 

to time jlhe ''Trust", collectively). The Opera will make no pension contribution for the 

oddfllonol wages for which o ploying conlractor or union sleword is paid for contracting. the 

Ope,o wlll rorward pension payments. along with AF M-EPF approved ,emillance forms. 

through AF M Local 148-462 at the some lime as all other payroll. the Opet a wYI luue o 

separate check made payable to AFM-EPF '°' the total amount of pension fOl each 

engagement. 

The Opera adopls the American Federation of Muslclons and Employers· Pension Fund 

rehobaitation pion adopted by th& Soard of trustees of lhe Fund on April IS, 2010, lncludlng 

all contribution schedules. which ls Incorporated here by refetence. Specifically, the Emptoyet 

will contribute 11.99% of scale wages. inclusive of all amounts requited by the Fund's 

Rehabllilatlon Pion. The Fund wilt 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

32

78265001 ATLANTA SYMPHONY ORCHESTRA CBA 

 

AFMEPF0727

Xl.7 P£Jf810H Pl.AH 

o,, The Pen,lon RcUremcnt Plan for the Contract Muaicia.na o( the Alla.nus 

Symphony: Musicians who ,11ere employed prior to Auguat 29, 1997, 

arc entitled to bcneflt• up to $2$,000 per year, acoordin,g to the terms 

o( the ~sk>n Retirement Plan for the Contract Mu.ieta.ns or the 

Atlanta Symphony Orchestra, which was frozen July l. 1997. ThJs Plan 

shall remain frozen until olh1:rwise tkgteed upon by the parties. 

b. Am.ertcu Poderation of MualclaD.a uad Emp1oyert' Pe.ne!oo ru.nd 

(AFM-ZPFJ: Effective Scptc;mbc-r 1, 1997, the musJelant began to 

aocruc pension benel'its un1~er the AFM-EPF' Plan, according to ita 

terms.. The contrib\lUon to tfac AFM-EPF Plan by the Employer will be 

made on scale wages monlhlJf at the rate or 6.25% 

Sea.le ls deflned for me,e purposes as minimum wttkly Wary leas 

utilized electronic media guairantee. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

33

720893002 ATLANTA SYMPHONY SPECIAL AGRMT FOR USE OF MUSIC 

RECORDED IN SHARK EXHIBIT GEORGIA AQUARIUM REHAB 2 

AFMEPF0728

E Pcmioo contn"butiorc Producer agrees to bo bound by the Trust Indenture dated 10/'2/59, as amended fiom 

time to lime, providing for contributions to the AFM Employers' Pension Fund, and further agrees to 

coocribute to such fund on behalf oflhc Musiciana engaged by lbe Producer, an amount equal to 12.81% of 

scale wqes earned by said Mmiam. TbiJ contribution rate aball be deemed to include tbc COnlributions 

required under the Fund's Rehabilitation Plan. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

34

 

71995001 AUSTIN SYMPHONY ORCHESTRA SOCIETY INC CBA 

 

AFMEPF0729

8,9, PtMlon. On behitt of e.ach musician covered by this Agreemen~ the Employer 1hall contribute to the 

Amerialn FedtratK>n or Musicians' and Employ&tS' Pension Fund (AFM-EPF) s perce(ll or all scale 

wages eamed ~def this Ag,eeme~ excludfng any addttional amounts negotiated by Individual 

musicians 1r1dtt ~rsonaJ NfVice contracts wag", Eaoh payment Sh- be aocompanied by the 

ac,propriate personnel and/0( AFM B repcxt form. setting fof1ll for each musician for whom pen$lon is 

being paid: the musician'• name and social stcutily number, the date of SlfV~s) for which 

pen$lon ts bflng paid, and the lfflOOnt of p&naion contributed. AH conlrilutions to the AFM•EPF 

shall be paid no late, than the thirtieth day of the month ~ng the month In which &eNlces have 

been perbmed. The Austli Symphony Ordlestra Society, Inc., as a contributor, recognizes the 

Amefw Fedetatkln of Musidw and Emf>k>1ter's Pension fund as the recipient or C\lrrent 

eontributioll$, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

35

715224002 AUSTIN SYMPHONY ORCHESTRA SOCIETY INC CBA REHAB 2 

 

 

AFMEPF0730

6.9.1. P&nsion. on behalf of ead'I musician coveted by this Agreement. lhe E~loyer shall 

contnbtJ e 10 the Amancan H!deralion of Musicians· and EmplOye_rs· Petision Fund (AFM-EPF) 6 

percent or ao scale wagM earned under this Agreement. excluding any additiOnal amounts 

negotial~ by individuaJ musicians under personal setvlce contracts. Such 6% is induswe of al 

amout1ts tequired by the Fund's RehabUitaliOn Plan to date and r~ts a 9% anaease on the orig1t1al 

5% oontributiOn under the 2010 R@tlabllilation Plan (5% x 1.09 = 5.45%) and the 10% ina&ase 

reql.llfed by the June 2018 Rehabiital1on Plan update (5 5% x 1.10% = 5.9954)(,, rounded to 6%). 

This pe,~lage Shall be d'langed In aooordanee With ariy further adjustments mad6 In the F1..l'1<fs 

Rehabilitation Plan which may occur during the cour~ or this AgrHmenl. The SOciety shal fotward 

a roster of aH musicians employed ll.lMg tM paym!nt penod induding the n1.1nb@r or ser.ii~ paid 

10 each rnuslaan at ead'I wage scale position in the 01chestra. and dates of au SMVJces. btOken 

dO\\fl by conoert ser~s. In ackhuon. ro, each musician for ~om pensiOn Is bes'lg paid: I.he 

musician's name and M>cial &eaJnty nurmer. and the amount of the pension paymetil included. Al 

contnbtJlions to the AFM-EPF shal be paid no later than the thirtieth day of the monlh following the 

month in which setvices have been performed. The Austin SympMny Or~tra Society. Ille... as a 

con1nbutor. t~iLes the Ametican Federalaor\ of MU'Siei~ and Employefs Pe~lon fund as tha 

recip~nt of current oontri>ubons. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

36

955382001 BACH SOCIETY OF SAINT LOUIS CBA 

AFMEPF0731

IU' t ' .;;t 

AMHICAN 1'£111!BAD!l!~ OF MUSICJANS A1H'~L 

EMPLQYEJ!S' PENSION l\lf!lll !AfM·EPFl ~~ ~ C !!A I 

The Bach Socicly IIIU$ IO be bound by tbt Trust Indenture dated OctobN-2~959, U Z .. ■ providina for con1ribo1ions 10 I.he A~M-£PF, The Bach Soc:1e1y adopts the Armrican Federation 

of Musicians and f.mploycrs ' Pension Fund rthabili1a110n pf•n adopted by 80Qrd ofTnmees of 

lh.e fund on April IS, 2010, in.duding all contribution $Chedules, which is mcorpora1cd here by 

reference, under lhi, Agrtemtn1, and further agrees 10 coo1ributc to $UCh Fund on btbaJf of lbe 

musicians engaged by 1hc B~h Society, an amount equal to 8.1811 of waecs earned for li~e 

pcnonnance and/or rehearsal, 8.18" rorchc Media Fee, tnd 10.~ for aJI recotding.s and 

broadcasts beginnJcg with November I, 2016- 0ctobc:r 31 , 2020. 

All contributions to the Fund shall be made by check payable 10 the ''Amcncan FcderaUQll_Qf 

MusicijlQs and Emglovers' Pension t,:und.'' All such chtru shall be accompanied b}' a ~miuance 

form ider11jfying each musician for whom a contribution is made, the mU:Siclan's name, soei1I 

secunty number. datc(s) of cngagemen1 for which pension is paid, scale wa,cs on which pensjon 

is paid, aod the total amount oft.he pension coolrioouon. 

The check and n:mittance information shall bt 1.ran$mit1td to the Unioo, for fo,warding 10 1he 

fund within lhiny (30) days following•~ rendering or strvicts for wbich such con1ribu11ons arc 

payable. 

"The n11rs Kt forth in the au.ached Supplemcnt11l Agreemen1 daicd May 19tb, 2010 wlll be 

disoontinued immedfattly and will reven to the rates set forth of 7.SCI (seven and one-balf 

pe~nl) for livt smiiQ:S and IOC1o (Len p«ecot) for recorded services (tht "Noo-Supplcmenw 

A1recment Rates•) when both oh.he following evenlS have occumd: (i) rates bjghe. tban the 

Noo-Supplemenull Agreement R•tcs •re no longer required by 1hc rehablll1.1t.io11 plan of the 

American Federation of MusicilJls and Employers' Pcn1ion Fund and (ii) the Arntrican 

Federation of Mu$icians and Employrrs• Pension Fund repeats m full its procedure that provides 

1hat an employcr aod collective bargaining agreement is not accepcablc to the Bottd of Trustees 

of such Fund in the event of a reduction m the nile of contrl butions. M 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

37

 

713281002 BACH WEEK FESTIVAL CBA REHAB 2 

AFMEPF0732

SIXTH: PENSION: 

The Employer will contribute to the AMERICAN FEOERA TION OF MUSICIANS ANO 

EMPLOYERS' PENSION FUND (the "fund) an amount equal to THIRTEEN and 

189/1000percent (13.189%}. of the gross weekly pay of eacil Musician. The Fund will 

not consider 9.09% of the contribution payment when ca!QJiating future benefns Such 

payments shal be forwaJded weekly to the Offke of the Union during the week foUowing 

the week for which the payment is made. The Employer shaD file contemporaneously 

with the aforesaid payment tnforrnatton relat1119 to the Musicians on whose behalf 

contributions are paid Including lhe Musician's name, socialseeurity number, wages 

and such other iruonnation which the Trustees of the Fund may reasonably required 

The Employer adopts and agrees to be bound by au of tne terms and conditions of the 

T rustAgreement aeating the AMERICAN FEDERATION OF Musicians' AND 

EMPLOYERS' PENSION FUND. dated October 2. 1959 as amended from lime to lime. 

as fully as if the Employer were an original pa,ty thefelo. 

The Employer hereby rafifies and agrees to be bound by an actions taken and 10 be 

taken by the sai<I Eloaro of Trustees pursuant to the POW9rs granted them by the Trust 

Agreement 

The Fund shall provide pension benefits according to the AMERICAN FEDERATION 

OF MUSlCIANS' ANO EMPLOYERS' PENSION FUND PLAN. as amended by 

resolution dated Dooember 3, 1964, and April 3, 1967, which said Amended Pens10n 

Plan is attached hereto and made a pan 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 Pens,on 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

38

72219001 BALLET THEATRE FOUNDATION INC CBA 

AFMEPF0733

ARTICLE 11: PENSION 

A. The Employer shall pay lo the American Fede1atlon of MI.Jsiclans Pension Fund or, as may be mutually agreed 

upon by the parties, to any olher lawfuGy established pension fund on behalf of each Member of the Orchestra en amount equal 

to: 

Effective: April 1, 2012 sixteen percent (16%) of hls/her gross wages 

8, Notwithstanding the above, the Employer adopts the American Federation ol Musicians and Employers' Pens!on 

Fund (Fund) Rehabmtation Plan adopted by the Soard of Trustees of the Fund on Aprll 15, 2010, Including all conttlbution 

schedules, which is Incorporated by reference inlo and made a part ol this Agreemenl The current rehabilitation schedule requires 

pension conlrlbullon of 17 .44%, such rate of conlllbutlon to be reviewed by the Fund as of April 1, 2012. 

C. The Employer shall pay on behalf of musicians who work less than a week, the above conblbul!ons based on 

g1oss wages paid to said musicians. Payment shall Ile made weekly subject to adjustment Interest at one percent(1%) above the 

prime rate shall be paid on late payment. For purposes of this Article 9 only, •gross wages· shall mean al compensation received 

Including. without limitabon, scale, overscale, double pay, rehearsal pay, on-stage pay, chamber music lee, etc. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

39

958679002 BALLET WEST CBA REHAB 2 

AFMEPF0734

F. RETIREMENT BENEFITS. 

The Employer shall make pension contributions Lo the 

American Federation of Musicians and Employers' Pension Fund (the 

"Fund') on behalf of each Musician covered by this Agreement in an 

t equal to 9.59% of earnings earned under the term of this 

ent. Each contribution shall be paid to the Fund not later than 

of the month following the month in which the services for which 

is payable occurred and shall be accompanied by a remittance 

ecifying each Musician for whom pension is payable, the 

's name and social security number, the date(s) of engagement 

ch pension is paid, the earnings on which pension is paid, and the 

amo t of pension paid. The Employer shall abide by the terms and 

ons of the Agreement and Declaration of Trust Establishing the 

Ameri an Federation of Musicians and Employers' Pension Fund, which 

is her iy incorporated by reference into this Agreement. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

40

715066002 BALTIMORE SYMPHONY ORCHESTRA CBA REHAB 2 

 

AFMEPF0735

5.6 Pension Plan 

D. American Federation of Musicians and Employers' Pension Fund 

1. The l!mployer signing this agreement ("Agreement•), having agreed to become a party to 

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

and Employers' Pension Fund (as it may be amended from time to time) which Is 

Incorporated by reference into this Agreement, shall make pension contributions to the 

American Federation of Musicians and Employers' Pension Fund (the "Fund") on behalf or 

each employee covered by tllls Agreement In an amount equal to the following specified 

percentage (or percentages) of scale wages earning from the Employer, effective as of the 

date (or dates) set forth below and In accordance with the terms and conditions described 

herein: 

2. Effective September 12, 2011 ("Effective Date"), Employer shall contribute to the American 

Federation of Musicians and Employers' Pension Fund (the "Fund") in accordance with the 

contribution schedule the rehabilitation plan adopted by the Board of Trustees of the Fund 

on April 15, 2010 {the "2010 Rehabllltatlon Plan"), and In accordance with the Rehabilitation 

Plan update adopted by the Board of Trustees of the Fund as of June 2018, which is 

incorporated herein by reference. Specifically, the employer's contribution rate will Increase 

as follows: 

3. Tenured and Probationary Musicians 

The Association shall make pension contributions to the AFM-EP Fund on behalf of each 

covered employee. For the term of this Agreement the amount shall be five and a half 

percent (S.509') (lnduslve of both the 99' "Rehabilitation Plan" additional contribution and 

the 10% "Rehabilitation Plan update," 9.09% of the pension contribution payment will not 

be considered when c.alculatlng future benefits) of the combined amount or minimum 

weekly $Cale plus each Individual musician's personal seniority rate. Additional pension 

contributions required by AFM electronic media agreements shall be made by the 

Association. The AssoclaUon agrees to comply with the terms of the Fund's p.irticipation 

Agreement. 

In addition, the Association shall contribute an additional t% of the combined amount of 

minimum weekly scale plus each Individual musician's personal seniority rate to one of the 

401(a) accounts administered by the AssoclaUon. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

41

958124002 BALTIMORE SYMPHONY ORCHESTRA CBA REHAB 2 

 

AFMEPF0736

5.6 Pension Plan 

D. American Federation of Musicians and Employers' Pension Fund 

1. The employer signing this agreement ("Agreement'"), having agreed to become a party to 

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

and Employers' Pension Fund (as it may be amended from time to time) which Is 

Incorporated by reference into this Agreement, shall make pension contributions to the 

American Federation of Musicians and Employers' Pension Fund (the "FundN) on behalf or 

each employee covered by tllls Agreement In an amount equal to the following specified 

percentage (or percentages) of scale wages earning from the Employer, effective as of the 

date (or dates) set forth below and In accordance with the terms and conditions described 

herein: 

2. Effective September 12, 2011 ("Effective Date .. ), Employer shall contribute to tile American 

Federation of Musicians and Employers' Pension Fund (the .. Fund") in accordance with the 

contribution schedule the rehabilitation plan adopted by the Board of Trustees of the Fund 

on April 15, 2010 {the "2010 Rehabllitatlon Plan"), and In accordance with the Rehabilitation 

Plan update adopted by the Board of Trustees of the Fund as of June 2018, which is 

incorporated herein by reference. Specifically, the employer's contribution rate will Increase 

as follows: 

3. Tenured and Probationary Musicians 

The Association shall make pension contributions to the AFM-EP Fund on behalf of each 

covered employe.e. For the term of this Agreement the amount shall be five and a half 

percent (5.509') (lnduslve of both the 99' "Rehabilitation Plan" additional contribution and 

the 10% "Rehabilitation Plan update: 9.09% of the pension contribution payment will not 

be considered when c.alculatlng future benefits) of U,e combined amount or minimum 

we,ekly scale plus each individual musician's personal seniority rate. Additional pension 

contributions required by AFM electronic media agreements shall be made by the 

Association. The Association agrees to comply with the terms of the Fund's participation 

Agreement. 

In addition, the Association shall contribute an additional t% of the combined amount of 

minimum weekly scale plus each Individual musician's personal seniority rate to one of the 

401(a) accounts administered by the Association. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

42

713528002 BAROQUE MUSIC FESTIVAL CBA REHAB 2 

 

AFMEPF0737

f .. Pl:NSIO : 

I~ l-rst1~1il ag,tts to be hound ~ tll Amen an ~roerntKln of Mus~uns and f.mplo ·ers' Prm1on Fuoo (MMEP~) Tnm Aiu«mcnt and rrust Indenture Plan dated October .. 1 19 9 (es 1th.is bttn and ma ' be amcndtd), 

\\ntch ts incorporated lrmn b}· rrfertncc, and the ~esb,·al adopts lllc M\1-~P~ Rchab1hta11on PIJn adopted~• 

the Uoard of 'J rust« of tM hioo on Apr~ 15, 2010, and n~ upiatcs ~to (the "Rchab1htat1on Plan"), 

mdudmg all ontnbulloo ~ulc \\h1 his 1oco~tcd herein~• rdertrxt. I~ ~cslt\JI "ccs to make 

rontnbutm int~ amount or 12.1"1, of S ale Wa£CS on behalf of rach Mus1c1an, 1oclt1Sl\t of oil amowrts 

rcqutrt'd ll\ the Rcluhd11J110n Plan; lll1s amount \\111 bt fomardcd to lhc lJmQ"1 b) «;(paralc ~~ payahlc lo 

AHi-HF, ~ the 2111 di!}• of I~ month oUo,wu? ti'.: month m ,,h1 h ~ pcrformanct W:cs ploce. l'hc hmd \\~I 

not ons1dtr 9.09ft o ol ~ conlributlOfl ~ymcnts \\hen ~cuJalln<1 futurt btnefils. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

43

716028002 BAROQUE MUSIC FESTIVAL CBA REHAB 2 

AFMEPF0738

E_ PENSION: 

The Festival agrees to be bound by the American Federation of Musicians and Emplo}'ers' Pension Fund (AFM-EPF) 

Trust Agreement and Trust Indenture Plan dated October 2, 1959 (as it has been and may be amended), \\hich is 

incorporated herein by reference, and the Festival adopts the AFM-EPF Rehabilitation Plan adopted by the Board of 

Trustees of the Fund on April 15, 2010, and any updates thereto (the "Rehabilitation Plan"), including all contribution 

schedules, ,,hich is incorporated herein by reference. The Festival agrees 10 make contributions in the amount of 12.1 % 

of Scale Wages on behalfofeach Musician, inclusive of all amounts required by the Rehabilitation Plan, this amount 

will be forwarded to the Union, by separate check payable 10 AFM-EPF, by the 2 I., da} of the month following the 

month in which the performance takes place. The Fund will not consider 9.09% of these contribution paymenis when 

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

Exhibit 7.07 Group 1 – 596 Custom CBAs

44

714011002 BAY STREET THEATRE CBA REHAB 2 

 

AFMEPF0739

(2) Pension: 

a. This is in compliance with the Pension Rehabilitation Plan. The Employer agrees to 

contribute an amount equivalent to 11.90% (inclusive of the .9% additional contribution 

required by the American Federation of Musicians and Employers' Pension Fund 

Rehabilitation Plan) of each employee's wages (which shall be considered to be scale 

wages) to the American Federation of Musicians and Employers' Pension Fund. 

b. All contributions to the Fund shall be made by check payable to the "American 

Federation of Musicians and Employers' Pension Fund." 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 AFM 

for forwarding to the Fund within 30 days following the rendering of services for which 

such contributions are payable. If the employer 1s unincorporated. no con1nbutions will 

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

c. The Employer agrees to be bound by The Agreement and Declaration of Trust 

establishing lnc American Federation or Musicians and Employers' Pension F'unci, as 1t 

may be amended from time to time, which is incorpora1ed by reference into this 

Agreement 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

45

714256001 BECOMING NANCY LLC RECORDING OF PRE BROADWAY 

PROMOTIONAL TRACKS FOR PRODUCTION OF BECOMING NANCY 

 

AFMEPF0740

2 Pension Fund Contnbutirn. r [·mployerN) agrP.~ to be oouno ~ ilie lrU9l lodenlw 

dated, 10/2/59, , h\('I dcd f~m time to time, p10v1dlng for t~nuibutioru lo~ AFM 

a d fmployers1 Pendon Flmd, mf fur~~, a rrcc& to rontr1bu(t to u h fund on behal 

of ll 1

1 mu kiar engaged by ilit 111plor r an I mount equal lo na1, (1( Ut~ WQ cs 

earned ~ Id nrn~lcl.u~. l hl ontributton ra ~l,411 be d emcd to Include th 

contribudoM requlr d undrr U (~hn~iU~tion plan adop d ~ fu Board of fni l~' 

t\f tlt• Pund on April i~, 2010, nd IIJ~I 1 [ June 2i, 016, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

46

958141002 BERKELEY SYMPHONY ORCHESTRA CBA REHAB 2 

 

AFMEPF0741

ll- PENSION 

The Employer agrees to contribute an amount equal to 9.625% to the AFM-EP Fund (American 

Federation of Musicians and Employers Pension Fund) of au wages, induding overtime, 

premiums and doubling, inclusive of all amounts required by the Fund's Rehabilitation plan. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

47

959725002 BERNADETTE PETERS PRODUCTIONS INC TOURING AGRMT REHAB 2 

AFMEPF0742

3. Penalon 

The Employer agrees to participate In and contribute to the American Federation of 

Musicians and Employers' Pension Fund on behalf of all muslclan(s) for all 

compensation eamed pursuant to 1f 1 above. Pension contributions shall be 11% of the 

minimum weekly performance salary. This rate Is inciuslve of au amounts required by the 

Fund's Rehabilitation Plan. The Fund will not consider 9.09% of these contribution 

payments when calculating future benefits. Said contributions shall be remitted no later 

than the 15th day of the month following the quarter for which the contributions are due. 

It shall be the duty of the employer to transmit the pension contribution together with the 

appropriate forms to the Touring Division of the American Federation of Musicians. 

The Employer agrees to be bound by Trust Indenture dated October 2, 1959, as 

amended, establishing the American Federation of Musicians and Employers' Pension 

Fund. The Union warrants that the Fund is being administered, and will continue to be 

administered In conformity with applicable law. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

48

958656002 BEVERLY HILTON HOTEL CBA PART 2 REHAB 2 

 

AFMEPF0743

C Pension Con1rib~ons: l 

Dtarat~ M TrtJst Esta 

Em~ ra'Ptn!ionfund(n _,.,,n•m~ etJ 

~ l,f re tho~ of 

,nMMiDall on , ht 

t oonidi 9,09% ca~ula~ng f~ 

bOnilts 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

49

72939001 BIG APPLE PERFORMING ARTS CBA 

AFMEPF0744

ARTICLE 9 - PENSION 

The Employer agrees to-conVlbute an amount equivalent lo lhe foSo~ percentage ol each ~oyee's wage, as deftned In 

~ I 

Atllcle 7 l'lith lhe exceplioo of 7G, Caslage or this ~,eement (which shell be considered lo be scale wages) ' lo Iha American Federation 

of Musicians and Employers' Pension Fund. 

9112113 • 9/11114 

16.35% 

9(12114 • 9111115 

current local 802 

Single Engagement 

Classlcal Wage Scale 

in effect al the tine 

services are rendered. 

9112/15 • 9111/18 

Current local 802 

Slnglo Engagement 

Classical Wage Scale 

In effeol al the line 

seMCeS are rend8fed. 

All conlribulMlflS to lhe Fund shall be made by check payable lo ;ie "American Federallon of Musicians and Employers' 

Pension Fund." All such clklcks shall be accompanied by a remlltance form ldenlifying for each emptoyJe for whom a conlribulion Is 

I 

made, Ute musician's name, socfal security number, dale(sJ of engagemenl (or which pension Is paid, scale wages 0fl Which p811slon ls . I 

paid and lhe amount of pension. The check and remUlance informallon shall be transmilled lo Local 802 101' forwarding lo !he Fund 

\Yith!n ten (10) days followln9 the rE!fldering of services for which such contnootions are payable. IC the ezjlployef Is uoincorparated, no 

oonllibutioos wil be paid on behalr of any owner or part.owner of the Employer. I 

The Employer agrees lo be bound by The AQreemenl and OeclaraHon of Trust eslabRshlng llhe American FedelaUon of 

Musicians and Employer&' Pension Fund, as II may ba amended rrom 6me lo Umo, which Is inoorporated by referenc.e Into lhls 

~~ I 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

50

714513002 BIG APPLE PERFORMING ARTS CBA REHAB 2 

AFMEPF0745

ARTICLE 9 - PENSION 

The Employer agrees 10 conlnbute an amount eq1J1Valent lo 15% of each employee·s wages as derlll(!d In AtticJe 7 w1lh lhe 

excep110r1 ol 7G, cartage or this Agreenent (which shall be considered to be scale wages) to the American fe<lerabon or Musicians and 

Employers' Pension Fund The 2010 rahab~ilahon plan bcoughl lhe rate lo 16 35%. The June 2019 rehab hlalion plan rt!QUlred a t0% 

111Crease in employe, conlribuLOns which brings the amount lo 17 .99lf. of each employee s w~s 

All oontriouuons 10 lhe Fund shall be made by check payable to the •American Federation of Musicians and 

EmplOyets' Pension Fund • All s..ich ctiecks shal be acc.ompanied by a remittarn:e 100'1\ ldenbfylng for each 

employee for whom a contribution is made, the mus aan's name, social security number. date(s) of engagement 

for which pension is paid, scae wages on which pension is paid and the amount of pens1011. The check and 

remittance lll'lformallon shall be transmitted to Local 802 for fofwardtng 10 the F1ind w,tn,n ten (10) days fcJjlowing 

4 

the r:enderil'IQ of setvices for whrch such contrib\Jtioos are payable. If !he employer Is unincorporated, no 

contribullons will be paid on behalf of any owne< or part-owner of the Employe<. 

The Employer agrees lo be bound by The Agreement and Declaration of Trust establlshlng The Am8'ican Federabon of 

Mus,cians and Employers' Pe.nSlOO Fund, as 11 r.,ay be amended from t,ma to time. which is incorpo1ated by reference into lh1s 

~reemant 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

51

75968001 BIGTOP WORKS LLC DBA BIG APPLE CIRCUS CBA 

 

AFMEPF0746

1 Fmr fr,,..-,.r ,;;ii rr,r,tlitiul" to I !: Ar~-or PtmltlCl l'I• n .imuun' uo.gl to n:n C1D I 

~tor • ~ .1lr ~ g,~ ii<''t 1 •tlri ial' S <On!I ib.JllQ1'. !t • ac n:r'lltt-=d mm1,ty to 

UICll1 »ll'.I to,;ath l.l!f!h A af 'l lllft< ;;<1,1w.s •..1(1 I ,el II ll\' ,11 "llil'!r , I• Hrtn"" or '1D•JTJ 

wo_,.m<J and total .-ms~ ean""'E'l ol .,c1, 1111Alfli:in t"r t 1l! 11 1 'ti t{,r t o•lllrril\ , ,, llie 

MM-CPr. 

TI Empl~ ac,~ to bl! toJnd 17, tt, -e-..ment ar,d Or.ctar.: t,on of -ru1 a•:-ob ,hm'-" Th, 

11"411' ..,, r ~ .. UIQII ,., M.u!Lc!JI) cmi ..,,,,~ r.s' "l!llffi~ -llnd, a II 'NV he at'IC"llLl!!t fT:m, 

0111 w tl.n1'1;.. M"l1~, 1~ tr~n- IIHil"• j lti re'erer ~into t'1b ~tr-"111 

The l;rr,p(D'f~ a~l'ftS th.i• 1ti AR\ EPf or lnr.i• 30;, Jhill MYP tll 1ifht J,c,o t 11n-> to CJ,~. us; :, 

re3!10n.!bll!. Nl I! liJ th; Lmrtowcr, wtt.nout I ~IQtlDr'I tQ th d11r.11IQl'l (I( 111 , rr.' ► ,1 n~ri 1/G 

ll •~a~netf~ .,.,_ Jv-ia 'l3l~~ hours; ta l'lllYG Iha 1.m,~·, c:.u1,•.a11tharl1ad ~u;:im111 

;ind lllltJII 1t,,! ffl" ;,Irr, J 1,e~"<lrlh .end ..L"1.'Vl10 curi~tn~ all tr1ru.:dh:ru tffh..cr - ~nlao 'tl 

p,1•,-m11m<. 11ur;u~1 tn r'i'II' 1,er•••>-ttt:'i1t 5ut.t• ~lrrteiOJ1 nd ;sue!'.: , b.,e irwde tOi" !I~ lktTpo:.e 

of ;w:orr11n1ncr W'!;;fl n 1f '11lY, ,, •, ,r, HI iP11J " ' n:t ,l\'lr "'"' SI 1:"Tlt'1b rn•dr ll\' In 

1:.mμlo;e,: aUT'l.aar,: co trut "8111Stn11>.'11 Thv miployAr .Jllre 

.st.ch tJtaraao . nB ,o ~d• crRnln: ·1C111 ;in.-; •II• I ,mu tn ,, ~ 11 Pl' 

I om >11id n!et: as. 

Tl Ell -()h,,1: 11'1Qpb , , m _ria&n r t!deniti:11, or M :.iuclw ;md t:tr1ployars' n::ion fund 

•"h ,!,Ill~ 01, ll I uc.t.1~ Ly ti• B • J i:I Tr~lt:!e or\Jwi CJ11d ;in ,-P b, lllllJ, 1nd1Jl1l,v.: ;II 

~ n,rtt:..i~ :;;1ielljtlP~ ,,,., I II ·,~r .. tt-<I h e u-, 1eloe1ttt1ct!,· 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

52

75968002 BIGTOP WORKS LLC DBA BIG APPLE CIRCUS CBA REHAB 2 

AFMEPF0747

A. Pe:nsion 

4. 

1.. The Employer sl\all contribute to t11e MM-ePF Pension Plan, an amount eQual to ten [1004) 

percent of all scale wages of each musltian. Said contributlon5 <;flall be remrned mont}ily to 

local 802, together wilh a list of Mm~ addre~es, social 5eCUrity numbers, number of hour$ 

wor!(e_d and tot.it grOS$ eamin&> of each m '61c1,m for the mO(lth for transmission to the 

AFM·£PF, 

2. The Employer agrees to be bound by the Agreement and Ocdurauon of 1'rust ~s~blhhin,g The 

Amerltan fede_rat,on or Musicians and Emplc,yers' Jlen$lon fund, as lt may be amended from 

time to time, which is incorporated bv rc.ferencc Into tllis Agreement. 

3 The Employer agrees th3t the ATM·EPf or Loe-al 802 shall have die nght from time to time, vpon 

reasonable notice 10 the l;mployer, vllthout llmlt~tlon to the durati.on of th\! Agreement and al 

all reuonable times during business hours, to have the Union's cfUI\I authortzed ag-cnts e)(amine 

~nd <11Jdit the Employer's records and accounts conc:emlng all transactions which are subsect 10 

payments pUl'"$U:;mt to thts Agreement. Such e>tunlnatfe>n and audit to bl! m.Jde for the purpose 

of &Scertalnlng 11/hat !.Ufn!l, if any, ntay he due and of verifying any st»tements made by the 

Employer pursuant to 1'115 Aaree_meot. The l!rnployer agr~ to afford all nl!!CeUary facilities to 

socti authorized agents to make such ex:amlnatioo and audit and to makt extri11:.1S l!lt'ld exterpts 

from wld rtcords, 

The Employer adop~ the American Fe,Oerat1on of Muslclans and Employers' Peni.lon HJl'ld 

rthabllltatlon i,lan adopted by the Board of Trunees of the Fund on A,prll lS, 2010, fnclud1na ~II 

wntriburion sciiedules, whic" LS 1neorpor1ted h~e by rererenoe. • 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

53

715859002 BILL PARISH ENTERPRISES INC CBA REHAB 2 

 

AFMEPF0748

The agreement between AFM Local 20-623 and BILL PARISH ENTERPRISES INC with a duration of 

1/1/2019 to 12/31/2019 shall be specifically amended to acknowledge the June 2018 Rehabiliation Plan 

Update. 

The employer will contribute 17.985% 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. 

Dated: Dated: ;.Jo ~ ~ t3-oL.1 & O / °I 

Union: 

Title: Title: 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

54

959271002 BILL PARISH ENTERPRISES INC CBA REHAB 2 

 

AFMEPF0749

The agreement between AFM Local 20-623 and BILL PARISH ENTERPRISES INC with a duration of 

1/1/2019 to 12/31/2019 shall be specifically amended to acknowledge the June 2018 Rehabiliation Plan 

Update. 

The employer will contribute 17.985% 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. 

Dated: 

Union: 

Title: 

Dated: ;./0 ~ ~ i)-c).. I d o / 'j 

Title: 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

55

954064001 BOSTON BALLET COMPANY CBA 

 

AFMEPF0750

F. AFM PE"1S10N PLAN ANO 0€FERRED COMPENSATION PLAN. 

1, The 8AlLET •"•II Q)ntribute 10 lh• Aml'tic.ln,Federa.tion of Mut<iJn,• and 

Employert' Peo,ioo F"uno (AFM•EPF) on bef\8tf ot al MVStCIANS'lt tme>')ys an 

amount equ.al 14? ten and nin.~ty 01'.'H'Ul'ldredths percent (10.9.0%,} of gross nonmed■ ~ings. exdudi~g c.ttaigo and Ha,p M1,neenance. ThG ~mount ia 

Inclusive of ary peymenll requ1r110 bV 11W In 1ri. Pension ProtactiorrAa OI 20116. 

The IIALLET ag,... to remll'POflslon payments ')'lhin two (2) weot<1 lolthe end ol each Wor11 Week. 

2. Al MEMBERS ol lho Bnic Ore-moy pinicipeto in tho BALLET 40~b) 

Ta,c Shehced M nucy Ptogtlm ~ ICCOtdtnce ~h apple.able state and federal 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

56

959367002 BOSTON BALLET COMPANY CBA REHAB 2 

AFMEPF0751

The l'lijreement between AFM Local 9-535 and BOSTON SAi.LET INC with a duration of 9/1/2019 to 

'd/31/'1.020 shall be specifically amended to acknowledge tfteJune 2018 Rehablliatfon Plan•'update. 

The employer will contribute 11.99% of scale wages, inclusive of all amo.unts required by the Fund's 

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

future b'!nefits. 

' - I 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

57

79810001 BOSTON BAROQUE INC CBA 

AFMEPF0752

7.4 PENSION 

Boston Baroque sh, II conll1b1,1e lo lh Am , n Feuera11a1 or Musician;, Cmploy rs 

Pension Fun (AFM·EPF) ao addiiiooal ~t~ 14 OQ~ o wages earned by each 

~stctan performln9 mu~lcal s rvlc , nut, nsmll lo lh Un n by on !□paral cho\;~, 

payable lo Ar M cPF, by ti e hf eenth ( 15ij)l day of me rnunlh ro11ow ng lh rrwnlM In 

w llch 1. erv1c~ ~e, p .rform d ~ · , Q~ ~~ »h hu~m a~ 

• of,WffDf!&titfttei 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

58

954063001 BOSTON LYRIC OPERA COMPANY CBA 

 

AFMEPF0753

17. AFM-EPf. On boh.olf or each musiciDn covered under O~s Agrccn1cnt, lhc 

Ernploytr sholl con1ribu1e 10 1he American Fcdcn1ion of Musicians' ond Employe~· ~C11$10n 

Fund (AFM-EPF) a pcrccntase of all scale wages earned under this A¥f'cement. AFM-EPF 

contribution will be 11 99% bcaiMina Au~st I. 2015. incr(&sina tn 12.25% percent besinnins 

July I, 2016, lncreasin~ lo 12.SO3⁄4 beginning July I, 2018. EAch pA)'fflent shall be accompanied 

by the appropriate personnel and/or AFM B report form, settin1 forth fOf ~eh musician on 

~half of whom pension is being paid, 1he musician's namo, social security number, date of 

sen•ict(s) for which pension is being paid, and the amount of pension contribu1cd. Such ronn 

will be sup~Hed by the Union, All contributions 10 the AFM•EPF shall be paid no later than the 

fifteenth ( I Sth} day of the month following the month in which services have been performed. 

A~ a contributing employer to the AFM-EPF, the Employer agrees to comply wi1h and be legally 

bound by 1hc tcnns and conditions of the Agreement and Decl1tatJon of T rusl establishing the 

American Federation of Musicians' and Employers' Pension Fund. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

59

959370002 BOSTON LYRIC OPERA COMPANY CBA REHAB 2 

AFMEPF0754

12.13 AFM Pension Plan 

On behalf of each musician covered under this Agreement, the Employer shall contribute 

to the American Federation of Musicians' and Employers' Pension Fund (AFM-EPF) a 

percentage of all scale wages earned under this Agreement AFM-EPF' contribution will 

be 13.75%. This amount is inclusive of any payments required by law in the Pension 

Protection Act of 2006 and the Fund's 2018 R.,ehabilitation Plan. The Fund will not 

consider 9.09% of these contribution payments when calculating future benefits for the 

Musicians. 

12.13.1 Each pension payment shall be accompru1ied 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 of service(s) for which pension is being 

paid, and the amount of pension contributed. Such fonn will be supplied by the Union. 

All contributions to the AFM-EPF shall be paid no later than the fifteenth ( l5th) day of 

the month following the month in which services have been performed. As a 

contributing emp1oycr to the AFM-EPF, the Employer agrees to comply with and be 

legaJly bound by the te1ms and conditions of the Agreement and Declaration of Trust 

establishing the American Federation of Musicians' and Employ~rs' Pension Fuod. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

60

79143001 BOSTON MIDSUMMER OPERA CBA 

 

AFMEPF0755

Viti.~ ORK OUE. A, U l

1

FN ·10 ' 

OMO r (,to, i l1l old and blnit 10 the Uniou ~ apr11lcahlc pt;rctnta ici1 ntl)1 I 3~, n1 

l laycr' lnlal ·111~ w g, 'Mk Ju~} b) I fifircttlh d~y ~fl mnnlh followm lht montn m 

"h ch se ces" re pcrt~rrn~d ni~ amount hall ~on-mlll~ b) uht s.,.,1ar k \h k mll'Je 

pa hi to 'AFM Loe I ~-jlS 11 

BMO 1~rc~! io 1n~kc an 14 I~ ontnbuuon of rh Pl~)cr's torn! ~calc wc1~c~ lo U1 Amrn o 

FeJ~r~Uon f 1u~idan and F.m1 loyers Pcos1on I~ d (A1'M FPn lhe apprt1pna1e orm for 1h~ 

submlci~1(m of~\ rk Dues ~nil J\I !,F PF co tribulmn w,11 be uppli~J b~ tht Union an~ 111~1 

~l.Onlpl!OY lh~ ra~ 1cn1 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

61

BOSTON MIDSUMMER OPERA CBA REHAB 2 

AFMEPF0756

BMO agree!> 10 be bound by and .u:ccpl the terms and com.li1ionl> of Lhe Agrecmcni and 

Declarntion of 1 rust creating the Amcrkun r eJeru1ion ul" Musi lan~-Employers Pen ion fund 

(,\F\/1-LPJ'). CA I: further agrc"es 10 con1ributc to the AFM-[Pr. on bchul f of each Mush.:ian. 

15.40% of each Musician's total wages. rnclu..ive ofull amounts rcquin:d b~ the fund's 

Rch:1b1l itation Plan. I he f-und "ill nut l:llO!i.lJcr 9.U9~o ol these comnbutton po) menL, "ht'.n 

calculating future benefits for the Musiciutl:,, 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

62

79762001 BOSTON MODERN ORCHESTRA PROJECT CBA 

 

AFMEPF0757

11~1 n1li11 111L11ll l1um1I lwJ,I .. 1 u,1tr l~I llllill 

,r \1 ,q !ifo , ~1 n, 

i i 

\11 ll h1ll I !11~ 

,1 

I 

nJ 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

63

958651002 BOSTON OPERA HOUSE VENTURES LLC CBA REHAB 2 

 

AFMEPF0758

ni~ ~ lN1u11J , 11 , ~ ~i the r~ 1e111 

• 

ruli1 I t

1

rC111' n~ lhl· • \1"~11 11 1u~1rnJ1s- rnplv, Prn 1vu 

Pbn,} I/ • I I '¢ Hrnrl, \' r I\ t II 

uppl Oil ,le · 11 o 1 , ,111 ncJ ~ 1 . \Lt 1 .~ 

~!'ii ~, oill~ ~ ll~lll, 

pa~~ 111 \ 11 onili uuru 1 

h C \\Cn; ti{'' 11100 

II untrll ilo ) 011 11 Musi lans Fmpbhr ' 

n .inii,·1111 I , il ·n ' peiuttU t I , li) of i:, •• h 

,,n h e1th hLilc nn 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

64

958094002 BOSTON PHILHARMONIC ORCHESTRA CBA AUTO RENEWAL 

EXTENSION REHAB 2 

AFMEPF0759

Tht aa,ttment between AFM Local 9 S35 and BOSTON PHILHARMONIC ORCHESTRA CIA with 1 

renewed duration of 9/1/2018 to 8/31/2021 shall be spedflcatty amended to adcnowtedge the June 

2018 Rehabnlauon Plan Update. 

The employer wm contribute 15.~ of 1a4e wa,es, lnduslve of all amounts ,.quired by the fund's 

RehabUltatlon Plan. The Fund will not consider 9.091' of theH contrlbutlon payments when caltulatln& 

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

Exhibit 7.07 Group 1 – 596 Custom CBAs

65

76032001 BOSTON SYMPHONY ORCHESTRA CBA 

 

AFMEPF0760

8. I~ (.(,qx,r t1nn ~all tn ~uluiuo~ rnn nbut o of ~i non•mti1 wrung 

for _ c~ c trn pla)·cr lo 1h \I' l -F mplo)·crs Pcn~i m Fun . 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

66

74541001 BROADWAY IN ATLANTA CBA 

 

AFMEPF0761

ARTICLE VIII- AMERICAN FEDERATION OF MUSICIANS AND 

EMPLOYERS PENSION FUND (AFM-EPF) 

A. Effec11ve upon the ralllicallOn ofth1s Agreemen~ the EMPLOYER agrees 10 make 

pensK>n oon1ribu1ions 10 1he American Federation of Musicians' and EMPLOYER 's 

Pe1l':ion fund(" AFM-EPf~) on behalf of musicians it employs within the jurisdiction of 

the UNION. Acoordingly, the EMPLOYER agrees to be bound by and hereby aocepts the 

tern\<: and cond11101ts of1he Agreement and Declara11on of Trust, dated October 2, 1959, 

establL<hing the AFM-EPF (and all plans, rules and policies thereunder~ as amended, or 

as may he amended from lime 10 time (the wrrust". collecuvely). 

B. The EMPLOYER will forward pension payments, along with AFM-EPF approved 

remitlllllCe forms, through the UNION at the same 1ime as all other pa)TOII. ·nic 

EMPLOYER shall 1ssoo a separate ch.,,,:k made payable 10 AfM-EPF for the total 

amoul1l ofpc1l':10n for each e~gement. 

C. Any audit oftlie EMl'LOYER's records performed in accordance with any provision of 

any document referred to ,n 1h1s sec1K>n shall be limited 10 reeords and accounts 

concerning tronsac11ons which are subject 10 payments d1rec1ly 11ursuan1 10 tlus sec11on. 

D. Effective 6/lnOIO ("Etlective Dale~), E:mployer will contnhute 10 the American 

Federation of Musicians and Employers· Pension Fund (the 'Fund') in accordance with 

the con1r1but1on scllCdule of the rehahilitntion plan adop1ed by the Board ofTrus1ees of 

the l'und on April 15, 2010 (lhe "2010 Rehabohtarion Plan"), wluch is incolJlClraled 

herein by reference. Specifically, the Employer's oon1nbu1ion rate will be as filllo11~: 

Effective on June I, 2010, the Employer's contribut,on nue will be 11% inclusive of all 

:unoums required by the Fund's Rehob1hta1ion Plan. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

67

953625001 BROADWAY IN CHICAGO CBA 

 

AFMEPF0762

TWELFTH: PENSION 

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

EMPLOYERS' PENSION FUND for the duration of this Agreement an amount equal to 

sixteen percent (16%) of the gross weekly pay (including vacation pay} of each 

Musician for the term of the Agreement. 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 Truste_es of the Fund may reasonably require. 

The.Employer·adopts and agrees to be bound by all of the terms and:-condltlo.ns ·.-!'. ' .. 

of the Trust_Agreerl'.i~tifGre;:itirig the AMERICAN FEDERATION OF MUSICIANS' ANQ., .,···:: 

EMPLOYE~·s: PENSfbN'J='oNb.'dated October 2, 1959, as amended ·from time-:to.ti~e;,:/;'l 

as fully' as lf the' Employer were an original party thereto. .... . < .: ·:. : ;., :-. I. ' ,.; ... ;.. •. 

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 ':'greement.. . . .. · . . · : . · · .·, . · 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

68

959750002 BROADWAY IN CHICAGO CBA REHAB 2 

AFMEPF0763

TWELFTH: PENSION 

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

EMPLOYERS' PENSION FUND for the duration of this Agreement an amount equal to 

sixteen percent (16%) of the gross weekly pay (including vacation pay) of each 

Musician for the term of the Agreement. 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:-conditio.ns -.... :· .-

of the Tr~st Agreeaj~nf cre;:iting·the AMERICAN FEDERATION OF MUSICIANS' ANQ.,:~··.: 

EMPLOYEF{S' PENSiON'F·or:J°D, dated October 2, 1959, as amen·ded ·from· tirrie_.to time;:: /l .. 

as fully· as If th~ Employer were an original party thereto. ·:. •:- . ··• . : .. :-:;_ · . .:--... ·· 

The Employer hereby ratifies and agrees to be bound by all actions taken ·and to ·,·1 • 

be taken by the said Board of Trustees pursuant to the Powers granted -.them by. the · 

Trust Agreemen·t.· . . .: · . . · : . · · · .= • · ·"· 

The Fund shall provide pension benefits according to -the AMERICAN 

FEDERATION OF MUSICIANS~ AND· ·EMPLOYERS' P.ENSION · fUND P.LAN, . as ~-1~· 

amended by· resolution dated . December. 3, 1964., and· April . 3, i 967, which said · ·. . . . 

Amended Pension Plan 1s 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 h~reiri as.If a · · 

part hereof. . . . : . . 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

69

958089002 BRONX ARTS ENSEMBLE CBA REHAB 2 

 

AFMEPF0764

r - ., -- - - - • ---· ··--· t'" . .. ., ............ ..., fflUI .. lllllUUIUIII ~II Ul lWO l.LJ nours. 5. Article 10: Pension: 

AFM-EPF new rehab plan announced in June 2018, requiring JO% additional pension 

payments from all cmp.loyer participants, unallocated. Old rate is 16.35%. The new rate is 

17.99% 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

70

713423002 BUENA VISTA THEATRICAL GROUP FROZEN TRACKS RECORDED FOR PROMOTIONAL PURPOSES 

AGRMT REHAB 2 

 

AFMEPF0765

(v) Pension fund contnbutlon Is l.4,39~ of ital w•Ees 

tt) All paymcnls sha I~ h'Jed on a properl1t complete-cf AfM B· 7 Report For , with the 

completed form ond payr I nt$ flltd vnlh thC! AJ ,, 1501 Broadway, 9111 Floe , 1ew 

Yor~. NY 1006, 

Id) Apart ram the focegolns. no oth r le s or u~ p,~·ment w atsoe-,•er shall become 

p~•h n conr ~hon 11it the uses pe mt ted underth.s~eern~nt, 

(II P nsion Fund ContriM on-Employer !grees to be bound uy 1 he Trust 

Indenture dated 10/2/59, as arn ~C!d, providlna for contributions to the AfM and 

Emplo1ft'f111Pens10n und, and further agrees to contrl~t to uch fu~ on behaK of the 

MusiClans coveted by th~ I ttcr of Agr~ement an amount equal to either n.8 i or 

14.399' (see paragraph 5(a)M or Slbl(v) whlcllever .μp icabl or seal wages earned 

by said rnusloan~. The abov d,mlb d contn1Mion rates sha I be deemed to ndttde 

t c eontrlbulioiu r ui t'd under the Pens on fund Rehabtlitat n Plan 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

71

72569001 BUFFALO PHILHARMONIC ORCHESTRA CBA 

 

AFMEPF0766

WICLE xv, PENSION PLAN 

A. The Society ➔Q contnbulc lo lhe AmerlCII\ Federa'M of ~usloan9 Em~oyers 

Pen~ Fund (AfM-EP~) (see ~xhlbl 'C') For contract years 201 1·2012, 2012·2013, 

2013-2014, 2014-201~ and 2015-2016 too Soo&ty will contnbult 8% o woekly base 

aalafy. 

8, Employers pension con bdions to the AFM-EPF fO( EMG will be paid accordrig lo tho 

terms of he appllcab.e national ' ronlc modi~ ogreen fs s It ~ earned. II, l lhe end 

of each C31end~1 year, there Is f MG lhAt has l'OI been earned, !he Sooety wUI contr'bJ1e 

to lhe AFM ErF an a.mount equal o lhe neamed EMG mult~ied by lhe approfX lo 

contribubon percentage rate In effect et he tim,, for cacn contract year bo\lc 

C, The Socl ly and UOOI\ agree !hat a brief af'd eix:urete hlslory of the Plan oommerong v,1:h 

the fixed benefd rales for the i~ years beginning 1989, and the terms of Artlcl 18 of lhc 

SeptEmber 14, 1995 Mclf(ll'1d1.n of Agrcctl'e01 'allng to !he 'Plan Freeze' end lhe terms 

of lh~ agreement of M ch 31 1996 reg3~ l!)e 1Dlstre19 rerminsoon' of~ Plan be 

1nOtKled n annexed Exhb1 O'. It is rurtne ~reed thal lhG rteOrd5 oft p· rt da ~ to 

its ineepoonj the cort te records of lhe 'Plan Free,e', and lhe r#nplete rectJnb of lhe 

'Odtr~a Termlnat~n prooe,s be kepi al he Adm1nlalrstNe Off es of !he Socia~ and S)' 

be ~sed by 911her party of !hie Master ~roemcnt upon requoal 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

72

713169002 BUGLERS AGREEMENT REHAB 2 

AFMEPF0767

Pena,on Contributions· E pie, r 

bo D clafi 

E • . 

y 

er 

or 

t, e 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

73

715623002 BUGLERS AGREEMENT REHAB 2 

 

 

AFMEPF0768

A. Pension Contributions: The Employer shall be bound by 

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 though set 

forth in tuU The Employer will contnbute 17.99°/4 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 wh0n calculating future 

benefits. Contributions shall be made by separate 

check payable to the AFM1

-EPF Fund, and shall be 

made not later than the i 5t11 day of the month following 

U,e month in which the services were performed py the 

musician. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

74

711921002 CALIFORNIA MUSICAL THEATRE CBA REHAB 2 

 

AFMEPF0769

s«Uoa - Ptiuion 

10.l ~ ldllf f lhc ntt!)I~ II t41otnliuic t Ille 

Amcncau fr PM-EPP} 111 aJJititml ~1 

.l tu lbe I wi«f lh.s 

~ pa I d:~ AfM B tcparl 

tarm1 setting or ~ pawl. the roo1ciM 'um 

aoc.al ~nty mu,~. ,!Are ~ for \th, inH ~ llfld lhe amounl nrpemin1 

n I n ,~ !hlru th dii r tho 

th AFM•EPli, lho 

ins the Amcrh:an 

litluon p 

~ M1 ~ • 

102 1:0, mo .. 01 /20 son -1319'1⁄4 i all , II t~ ~ fLffld1 Rbhah lilaUM 

P~ b eqi tel A portr 11 fl pi; mlt be dt~ w~ cah:ulaling 

fu1 fll p y 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

75

958144002 CALIFORNIA SYMPHONY ORCHESTRA CBA REHAB 2 

 

AFMEPF0770

ARTICLE 17: PENSION 

Employer ag G&a to pay en amount equal to the 8% for eaeh year of this A{J!'OOment on al payments 

("ncluding wages, premiums, doul;'ing, and overtime} to the Ameritan Federation of Musicians aod 

Employers Pension Fund (AFM-EPF) for each musician employed by Employer. A check in the proper 

amount sha~ be made payable to AFM-EPF and sha I be m~ lad to the Unio,, each pay period with a 

oopy of tJ16 payroll, Including name$, Soi:lal ~11rlly oombers, wages and pension MlOUnts 

Effective August 1, 2012 , Effective Dato-'}, Empfoyer shall conttlbut8 to the Amencan Federation of 

Muslclans and Employers' Pensl<>n Fund {the Fund~) In accord~ v 1th the contribubon schedule 

the rehablrttatlon plart adopted by the Board of Trustees of the Fund on April 15, 2010 (the r2O1O 

Rehabi ilation Plan"), 1Nhich is incorporated herein by re erence. Specircally, the Employer's 

contribution rate will increase as folows: 

The em~oyer wfll contribute 9.59% ( 10% of lotat ~e Rehab Update contribuUon rate) of 5<:ale 

Wa9(!s, lnclusll/e of all amounts reqvired by the Fund's Rehabilitation plan 

The rates set forth in this Supplemental Agroemoclt wl~ bo dlscontlnood lmrnGdlately and v~II rovert to 

the rates set forth (the "Non-Supplemental Ag,eemenl Ratesi whet1 both of the following even!& have 

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

rehabMi aUon plan of the American Federation of Musicians and Employers' Penslon Fund and (iij the 

Amencan Federatton of Mus!cia!\S and Employers' Pension Fuoo repeals In fuh ita procedure that 

ptcvldes that an employar and collective bargaloiJ'lg agreement Is not eooep1ahle (o the Board of 

Trustees of suoo Fund m the event of a reduction in the rate of oonlributions 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

76

717306002 CARLYLE HOTEL HOTEL USERS OF MUSIC CBA REHAB 2 

 

AFMEPF0771

c. en;,,, 

1.P.abot9llball.wabini>lll1ND(l4)daysofeacb.paydaly.ooatrDDtwempwca(12%)ofdlD 

1'09 wapt fmlwfina ~ pay Nrnedby _, mueiciu ~ ianploy wh week 101he A.imricma 

Fodo•ICnCl of Mmidan, w !bplo,art Pmaion Fund (APM& BP Fund) eo provide pwicJD bmafia to tbe 

cmplayoel for wbom uid caaln"budiam lulw hem made. 

2. All contributiom to tho Fund lhall be made by chock ~Je to tho "AmoricaD Fodentioe of 

Mlwciana ad Bmployen' Pwion FWML • All aucb cllcck(a) ahall be ICCOfflplOiiod by a romitlance form 

ldentify1"8 for each employee for wham a oontributio:n .la made, die mlllicilll't aamo, IOCla1 IOCurity 

number, dale(1) Q~.....,..,,. for .tl~ peuion it paid. md ecale Wlpl OD which pcnJion ii paid. Tbe 

chook aod "11!.ittnce i .. form,tioa IMll bo tranitted to Local I02. AFM far f()fftlldiq to 1hD FUlld 

within tbirty (30) ct.yt folJowin& the rendering of IIOfVlOOI for wb1ob I\IOh CODlriblllioaa In payabJ.t. 'Jf 

the Employer ia ~ no oootributiou will be paid oa bebalf of aay owner or part-ownc of 

Ibo BmplO)W. 

Tba &lplo)w .... '° be balmd by The Altwt mi Dcclanlion af Trutt adlblilbina n. 

American Pedlralicm ol M\llfcim and Bmpio,-,. Paotian PIIDd. • it may be emondod &om time to 

ttmo. wbidl i.l fflOOl"pOl"md by ...r.eaco 1'.D thia Acleemeat. 

3. The Batel adopa 11M: America Federation o(MDudw .t f.a:q,.lo)'en' Pmaian Fund 

("fuod•) Rebabll1cation Piao adopted bytbe Doud ofl'JutNI ofme PWld OD Apil lS, 2010, iDcJuctina 

all coatribaticm IChedala. wltloll is illoorporaa,d by rcd'we&Ji:o iato and made a part of till& Agreemaat. 

Tbo coatributioo nu oftecti"W u of Much 2017 ii 13.0.%, wbich I.a iaclume of tho .9% lnctNIO 

reqWNld by Ibo APM-Bmploym Pcuion Pund't Rebabilicltkm Plan. 

'4. Paiaim, <meribudm ct.a ablll be made payable ao 1be APM-EP Pad,, but they aball be Matto 

Local IO'l at 322 Well 41th Street. Now York, NY 10036. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

77

958143002 CASA MANANA INC CBA REHAB 2 PART 2 

 

AFMEPF0772

Employee Pens on Funds 

The Employer sha I contribute to tne American Federal.on of Mus,c ans 

ana Employers· Pension Fund Wit. Fund ) n accordance with the 

CO'llribut1on schedule of •tie rehab li1at1on pan adopted by the Board of 

Trustees of the Fund ori April 15 2010 and any updates thereto (!he 

·rehab1I talion plan~) which 1s ncorporated here,n by reference 

Spec1f1cally the Employers contr·but1on rate shall increase as follows 

Beginning August 1 2018 the Employer will contribute 1 4 3880° of sca,e 

wages nclus ve of all amourits required by the Fund's Rehab1lltat1on Plan 

The Fund will not cons·der 9 09% of these contnbut1on payments when 

calculating future benefits 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

78

77435001 CENTER STAGE ASSOCIATES CBA 

 

AFMEPF0773

Section 4. The Employer hall contribute ten polnt n ne percent (10.9%), which 

i inclu iv or II addil onal r habllitallon conlribut~n , of I total wag s a t 

forth in Article V, Sections 1 and 2 above, for each musician covered by this 

Agreement to the AFM & EP Fund. The Employer shall be bound by the terms 

and conditions of the Trust Indenture of said Fund, dated October 23. 1959 as 

amended from trme to bme. Such contributions hall be made within th rty (30) 

days after the end of each engagement together th a completed form provided 

by the Fund or the Union. The Union shall furnish lo the Employer the Trust 

Indenture as amended to date, and any amendments adopted during the term of 

this Agreement 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

79

79838001 CENTER THEATRE GROUP AHMANSON THEATRE CBA 

AFMEPF0774

T. P ns"on Contrib tions: t mploy r: h I be 

boun b • he Agreem nt ear d Dec.'ara ion of Trust 

E~tablishing lhe Arnerlcan Fedc~ation of M 1 ic1an · 

an En;ployers Penslon Fvnd (as l as b e 

ay a, e ded), i 'i~ i co~ ra ed 'ein b 

r,ef enc-.e as t c- g set fort ,n full. T e rr loyer 

agr es to ~bid by , e A e ca Federahor o 

~ s cia s a d nploye · Pens·o . -vnd 

abirtE!t1on plan adoptef! y 1 e Board of Trust s 

e F~ r> on Apri 15 20 O. i clu in II 

con rib• Ho sc 1edu es. w 

ref er . c . Speci ·en t • 

~hall e 16.353⁄4 . 

pora ed he, e y 

yer's 00 I bur OA 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

80

710514001 CENTRAL CITY OPERA HOUSE ASSOCIATION CBA 

 

AFMEPF0775

ARTICLE Vlll - PENSION 

8.J Contribution Amount 

a) The As.socia1ion shnll make pen$ion contributions to the All'lerican Federation or Musicians and 

Employers' Pension Fund (the "Fund") on behalf of each employee covered by thi,; Agreement in 

the amount of (sec applicable rate beJow) scale wages earned from the As5ociation, effective as of 

the date. (or dates) lle-t forth in this agreemem, and in OrC(Ordancc with the tenns aDd condilions 

described hen:in. 

b) Pension Conuibmion Rate: 10.9% 

8.2 Co,·ered Employees 

n) All Musicum.s emplO)•ed by the Association are c,0\·crcd under this Agn:emcnl, with 1he. exception 

of rehearsal pianists and vocalis.1s. 

8.3 When Contributions Shall Be Paid 

a) Each con1ribu1ion shall be paid to the Fund wi1hin 30 days following the rendering of .ser\'ices for 

which such oontribu1jons are payable. bu1 in no case later 1han the end of Lhe mo1uh following 1he 

calendar quarter i.n which those services were rendered. 

8.4 How Conlribulions Shall Be Remitted 

a} All con1nb1.nions to the Fund shall be made by check par.ible to the "American Federation of 

Musicians and Flmploycrs' Pension Fund." 

b) All such checks shall be lral'lsmitted to 1hc Denver Mu:iidans Assoda1ion. Local 20·623 for 

forwarding 10 the Fund, 

8.5 Olh('r Infonnalion the Association Must P'rovide 

a) Each check for contributions payable to the fui)d sh.all be accompanied by the appropriate 

remiu.ancc form specifying, for each cove1-ed employee for whom pension contributions are 

payable, the employee's name a11d soci~ securii)' number, the dnte(s) of the engagt.nltlnt(s) for 

which pension contributions are being paid, the percentage rate of contributions, and the dollnr 

amount of pension contributions paid, together with any other information that is required by this 

Colle(ti,•e Bargai1ling Agreement. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

81

959273002 CHAMBER MUSIC NORTHWEST CBA REHAB 2 

 

AFMEPF0776

The agreement between AFM Local 99 and CHAMBER MUSIC NORTHWEST with a duration of 1/1/2019 

to 12/31/2019 shall be specifically amended to acknowledge the June 2018 Rehabiliation Plan Update. 

The employer will contribute 5.9950% of scale wages, inclusrve of all amounts required by the Fund's 

Rehabllitallon 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

82

713947002 CHAMBER MUSIC SOCIETY OF ST LOUIS CBA REHAB 2 

 

AFMEPF0777

5. 11hc Fmployer agrtes m be bound by the Trmt flldt<nturc dJtcd Octo1'er 2. 1959. n, amcnJ~ 

pro\ din h;r c~ntri~u1lur1 lo the A 1· M-EPF. Tht tniplu) er Jopb tht meri n f C"tlera110n ol 

Mu)kians and F.mplo~e~· r~nsion Fund rchahilitatio, pl(l[l udupted bv th Board ofTru.stecs n 

1hl'! Fund ,11 April IS, 1010, In ludin~ II co11tn~ut10n s hcdules. ~hid, lq incmrorated he:~ by 

reference. pe ifi~ 111). the employer conll lbutlun ~h.all be. 

El1'cc1i\~ Juttt 24 ... 019 and contin dn, fl,r ll1~ ll'rm ol this Agrceineni, the" l:mplo)tr 

tgrcc~ lo contribute an" 111~ t111t l"qulll lo 5.0~'. fi,r ll~i: ,~r~ices, rmd I ::!,Of " for r rnnlfif 

~rvlc~ . of the" gross wage of e, ch 111wici11n (cxcludin~ n11~ c:irtage paJ·mcn and1{1r 

C'Xpense rt:1mt,,ir L'l11tti~) to the American fedi:r tlon of M1.~1c1an nd f ntplo~t 

Pen.,ion Fumi , .. A~M-F.P Fu d'') TI unploycr 'ihall ex~cti.te the ncce1iSA~ 

dmini~trl\ti\-.: ri:porh. indudm ,he P,1n1cipo11iuh A~ement requi~d by the ,.\f \.1-Er 

Funt!. in order for the 01usiciuru to p:i.rticips,~' in the Al 1-r P Fund. 

b. ,\II conlrihutiom to che Furkl hall bt mndc by tlt(C~ p11) Jblc to the 11 '\rneric.m 

Fcdcrn1ion or MusiciJns and fmpfo) en, Ptnsion Fund. All uch chcc~s c;h3II b~ 

Jccomp ni J b) .1 remi1111nrc f<'rm 1d~nc1ty1ng end rnu~1c1ar. for \\horn a contriliution i 

madt. the MLL,ician' flillTlc, S()n11I ~ecunc~ numbcrj Ja_te(s) of engagcin~nl ll>r \\hich 

pension ls paid. scale wages on which pension is paid, tnd the total amount of the 

p~nsion contribution. 

c. The check and remittance infonnation shall ht tran mittcd 10 Local 2-197, AFM, for 

forwarding to the Fund within thirty (30) da)'s followlng the rcndtnns of srrviccs for 

which sllch contributions art payable, 

•Thi 11te is inclusive of the initial 9% additional contribution amourtl required by the 

fund1s original 2010 Rehablli1.4tion Plan 

t:The Employer al10 agrm that this rate is also in(lusivc of the 10,,. lncrease In lhe rate 

of conlrihU1ion required by lhe Fund's Rehab[l{tation plan June 2018 Update. 9.09% of 

the contribution rate will not be conside1'd when calculatlng fulurt benefit payments. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

83

958466002 CHAMELEON ARTS ENSEMBLE CBA REHAB 2 

 

AFMEPF0778

\ II. \\OIU, UI ~: \:'-1 1> Pl:~.'10\ 

',\L Llgr~ • 111 , 1'11lmlJ t11d ~ 1 1111, 11, th~ l nif n 1hi: 11 ph1.. hk , 1·k <lui:s p~, • nui 1f ~uncntl, 

J ·i l4t 111 lu-:1 I.Ill lt\l .11 L.IIL ,\ I l'~ h\ lh • lillL!i:nlt 1IUL 11r lh~ llU\lllh htll11 \IM) lht• l hlltlli Ill ~ 

\\h1~h en 11. \\ r~ 1.rrl,rr111:d llw urn1111111 •ll.11l lx· ,, .111~111mcJ I~ t111 •. ·plu ll~ d1c1..~ mJJt: 

IM)Uhk 1\1 .. \ft 11,,\al •}.~~- ' 

eAI U~fCL') 111 be h1JUJ11! h, md I c~r,I 1h~ 1ndt11 n lll l'fl'Crt11:n1 nil 

l klhlr 11 i,111 , -.11111; 11! ~111:.i 1 111 ~ -l mph1,c1'.'i l>l!ns11111 I u 1~ 

Pl I ~ untril I I I- ~d1.1, I ,f ·i11.:h ~ lu, i:imL 

·;,i~ l l'..,, 111du , um~ rl!~\Jt1 ~ ~ 1111. I u11J , 

,,n Pl11 I 11 Wh 111 { L' ~ 11tlr1hu1u111 ,u 11 ~Ill \\ht.!11 

i: ii,11,11. tk thL· \l1N,·i:m 

I >11i: l'p.trali.. din. (II l' NI. uh!( 1\11lh: Ii \I \1,1 1

1

1 fl 1111 b~ u ll~llllH~ I 1 u,~ L lllC'II I 1 I l,11~, 

1h.u1 th• 1ilkc111h J..t} l,f the 111t1111h 11,11, ,1 Ing 111~• 1l1n11i Jui 11~ 11 h di 11 1 .. ~al l!r\'I L l '" 

llCI unni:J I h~· \ f'f1r11pn~ti.: r,,,ms fv1 ll1~ ~11 mu i~,1 ,,1 \\ ,11l !Jut•, ,rnJ l

1

t>ns11,n 111h11111J111,1 

\\Ill J • :111>1,lr~·d b, th~ I 111 111 ~ml m1t,I cwmp,1m lh pJ mcnt 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

84

716109002 CHARLES AND MARILYN BERNHARDT SOUP AND SONG 

PRODUCTIONS CBA REHAB 2 

 

AFMEPF0779

2. PENSION 

The employer adopu the American Fcdcrauon of Musicians and Employers' Pcru11on fund Rchab1htatlon Plan 

adopted b> the Baard ofT rustCC!> of the Fund on April l S. 20 I 0, Including all contribution schedules, which is 

incorporated here by reference. 

Spccilically. the cmplo)er will contribute I I .99'Y• of c:ach employee's s-:ale wages, as defined in Anu::lc I ol' this 

agn:emcn, (which shall be considered lO be sc.tle "-a&cs} tu the Amdfican 1-ederation of Musicians and Employers' 

Pension Fund I AFM-FPF, i11clus.ivc of aJI amounts retiuiri=d by the fund's Rehabilitauon Plan. 9.09°10 oft11.: Cota! 

contribu1lon amount will not be! considered when calcula1ing future benefit payments to the Fund 

All contributions to the Fund shall be made by check payable 10 1he dAmerican federation ofMui.iciam and 

l:.mplo}ers' Pension Fund."' All '>uch chech shall be accompanied by a remiuan~ fonn idemifyinM for each 

employee for whom a contribution i~ made, 1he musician·s name, ~odal security number. da1e(s) of engagcmcn1 for 

which pension is paid, scaJe wages on which pension 1s paid and the am(lunt of pe115ion, the check and remittance 

informauon shall be muismiued 10 Local 1000 AFM for forwarding to 1he Fund wi1hin 30 days rollowing the 

rendering of services for "hich such contribution~ are payable. If the emplO) er is unincorporated. no con1r1bu11ons 

,~ Ill be paid on behalf of any owner or part--0wncr of the Employer. 

TI1e Employer agrees to be bound by The Ag,~crncnt anl.l Deelantt.ion ofTrus1 establishing Th~• A i~n 

Federation of Musicians and Employers· Pension Fund, os ii ma)· be amen<ied from 1ime lO tim;t'"'' h b 

incorporat~ by reference into this Agreement. /'' 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

85

959280002 CHARLES AND MARILYN BERNHARDT SOUP AND SONG 

PRODUCTIONS CBA REHAB 2 

 

AFMEPF0780

The agreement between AFM Local 99 and CHAMBER MUSIC N 

to 12/31/2019 shall be specifically amended to acknowledge th 

The employer will contribute 5.99509' of scale wages, inclusive 

Rehabilitation Plan. The Fund w,11 not consider 9.09% of these c 

future benefits. 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

86

76975001 CHARLOTTE SYMPHONY ORCHESTRA SOCIETY CBA 

 

AFMEPF0781

6. Pension: The provisions of Article VII.O. will ~ replaced by updated language previously agreed 

upon by the parties, to wit: "Effective February 27, 2014 ("Effective Date•I, CSO shall contribute 

to the American Federation of Musicians and Employers' Pension Fund (the "Fund") In 

accordance with the contributlo11s schedule the rehabilitation plan adopted by the Board of 

Trustefts of the Fund on April 15, 2010 ("tha.2010 Reh;iblfitation Plan"), which Is incorporated 

• herein by reference. Spectftally, the Employer's contribution rate ·wm li,crease on the Effective 

Oate to 8.72%." 
American Federation of Musicians and Employers Pension Fund 

Exhibit 7.07 Group 1 – 596 Custom CBAs

87

956049001 CHAUTAUQUA INSTITUTION CHAUTAUQUA SYMPHONY ORCHESTRA CBA 

 

AFMEPF0782

le.17 ,. 

11lf llslillltlon 1,-IO 11111b ~Oft eot1tl1hdoa IN AIDRII FtdntlOD of ~11181d 

~Pm Fad(•AFM.ffl'l OIi beWof adlM klt!p~>f .-IN )IMcr. ot AFM 

Local IM,ilae1mU.-JdbdowanicdllirtWs~-M~tkle••m ~ (of-,w,er-domto ~AllrimMnda 1fM.._ ~ ,-.onfllld. . £11&11• •btff M be dc&Md I IR Nl1d end la MIid u"" ~ ,_,.._ The 

I,._ aflll~pmlde ~.,. rod tat.n.b ltllt ~ AN-Df ma, ll)lft. lad 10 

pmnjl it WEPF IO CN&ld ~---of h C ... lulkllnc.'s '9)1111 ud WttelUdl ro 

ltrityie'ancyrJ .......... I 

Thelmdtrioa.it10lO ... ._NIIMd.,_'° .. "~,-...,dle 

A1"'w.t• Otdtmof T1111 II ilt fo'"10, bia1 

2017 , 7.0I-"' 2011. 7.b 20l9 • tlS9' lO'JO. 7,LV,4