Bricklayers & Allied Craftsmen Local No.7 Pension Plan 

Checklist Item# 15 

Does the application include a description of the efforts that are being taken to contact participants, 

beneficiaries in pay status, and altemate payees? See section 4.05(2). 

Document 15.1 provides a brief description of the efforts the Pension Plan has taken to contact 

active patticipants, retirees, beneficiaries in pay status, and alternate payees. Document 15.2 

provides a copy of the web site and related materials of Pension Benefit Information, Inc. (PBI), 

the commercial locater service that the Pension Plan uses to assist in its etl<.Jrts to locate missing 

individuals. 

15.1 
4.05(2) Efforts to Contact Eligible Recipients 

Document 15.1 

The Pension Plan's Efforts to Contact 

Active Participants, Retirees, Bcncl1ciarics in Pay Statu.s, and Alternate Payees 

As required by the IRS regulations, the Pension Plan has provided noti ces of the proposed 

suspension to the f()llowi ng eligible recipients: 

l. All active participants, retirees, beneticiaries of deceased participants, and alternate 

payees, regardless of whether their benefits arc proposed to he suspended; 

2. Fach employer that has an obligation to contribute to the Pension Plan; and 

3. Each employee organization that, for purposes of collective bargaining, represents 

the participants employed by each such employer. 

Only written notices about the proposed suspension were sent to the rectptents; no 

electronic notices were sent out. The Pension Plan also established an informative website at 

http://www.bricklaycrs7rcseue.com. Recipients were told to access the website for timely 

information, FAQs, a video clip fi·om a town hall meeting held in Akron, Ohio on v1ay 23, 2016, 

and other help Cui online materials. 

To tind missing individuals, the Fund Office and Fund cou.nsel used Internet search tools. 

They also used a commercial locator service that has access to commercial and credit reporting 

databases. In addition, they contacted the local union's representatives for infom1ation about 

missing individuals, and Fund counsel contacted the management trustees and union trustees for 

any contact int(lmmtion of such individuals. Local unions also were contacted through the union's 

district council office. In one situation, the missing person was in pay status receiving automatic 

deposits, so the Fund Office contacted the receiving financial institution to ask for assistance with 

contacting the missing individual. Court databases also were reviewed to discover that one of the 

missing persons had recently lost his primmy residence in a sheti CPs sale. 

As of May 27,2016, the Pension Plan had only two (2) missing individuals. Participant A, 

a 38-year-old unmarried male, did not have a cunent mailing address on file with the Fund Office. 

Recent Pension Plan mailings, as well as two mailings relating to the proposed suspension, were 

sent to him at two ditlerent addresses, but both mailings were returned t.o the Fund Office as 

undeliverable and with no fonvarding address. In response, the Fund Office contacted Pension 

Benefit information, lnc. (PBI) (sec Document 15.2) to assist in its efforts to locate Participant A. 

Fund counsel also per!'onned several online searches to locate Participant A, hut to no avail. In 

addition, Fund counsel used Lexis Advance to search public records to find Participant A's current 

mailing address. The Fund Office and PBI searched death records and the databases of several 

credit repot1ing agencies and commercial locator services. When those attempts to locate 

Participant /\ failed, the Fund O!lice and Fund counsel asked for information fl·oll1 the union's 

business represenlat.ive. Fund counsel also contacted the Pension Plan's t.ru.stees tor additional 

information about Patticipant A. Meanwhile, the Fund Off-Ice contacted other eligible recipients 

with the same last name, in the hopes that they were related to Participant A and could provide the 

15.2 
Fund Office his current contact inforrnation. None of those individuals could provide any 

assistance in locating Participant A. As of May 27, 2016, Participant A remainoo missing under 

the Pension Plan. 

Another missing person was Participant 8 , a 77-year-old retiree who lost hi ~ primary 

residence on September I I, 20 15, in a sherif'l's sale at the Summit County Court o i'Common Pleas 

in Akron, Ohio. Unto•tunately, recent Pension Plan mailings, as well as two mailings relating to 

the proposed suspension, were sent to Participont 8 , but they came back as tmdclivcrnble and with 

no forwarding address. The Fund Of'tice contacted the financial institution that had requested the 

sheriff's sale, but the financial institution's attorney did not have a new or updated forwarding 

addre~~ lor Participant B. The Fund Office also contacted PBI to assist in its efforts to locate 

Participant U. Meanwhile, Fund counsel looked online and did several online searches to try to 

find Participant B, but to no avail. Fund counsel also used Lex is Advance to seurch public records 

to find Participant B's current mailing address. When those attempts to locate Participant 8 failed, 

the Fund Office and fund counsel asked for inforrnation from the union's business representative. 

Fund counsel also contacted the Pension Plan's trustees for additional infonnation about 

Participant B. Noncofthose individuals could provide any assistance in locating Participant B. As 

of May 27,2016, Participant B remained missing under the Pension Plan. 

The Pension Plan will continue its eflilrts to find all missing individuals, including 

Pmticipants A and B. If the Pension Pl<lll were to find missing Participants I\ and B, the Fund 

Office would send them tl11::ir e~t mates immediately. But at this point, tht: Board of Trustees of 

the Pension Plan, Fund counsel, and the Plan's professionals are confi dent that all reasonable 

m..:asures have been taken to contact all eligible recipients, and that all eligible recipients have 

received notices about the proposed suspension, eKcept for those who could not be contacted by 

reasonable efforts. 

15.3 
Document 15.2 

Information Relating to 

Pension Benefit fnfonnatiou, Inc. (PBI) 

See the following pages. 

15.4 
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15.7