CK168

• 

• 

• 

6.6 RETIREMENT 

(a) General Rule 

To be considered retired, a Participant must have separated from employment 

with any Employer who makes contributions into the Pension Fund or a 

Related Plan. A Participant shall be deemed not to have separated from an 

Employer if he retains seniority rights or a right of recall to work with the 

Employer or an employer contributing to a Related Plan. 

(b) Exceptions 

A Participant who has separated from his previous employment, as defined in 

paragraph (a), shall be considered retired notwithstanding subsequent 

employment or re-employment with an Employer for less than 40 hours in any 

month, provided he no longer retains seniority rights or right of recall to 

further employment based on his previous employment. A Participant who 

retains seniority rights or a right of recall to work with a Contributing 

Employer shall, notwithstanding paragraph (a), be considered retired if he or 

she has been laid off for an indefinite period and performs no active work for 

the Employer for at least three consecutive calendar months. 

6.7 SUSPENSION OF BENEFITS 

(a) Before Normal Retirement Age 

A Participant's monthly benefit shall be suspended for any month in which the 

Participant is employed in disqualifying employment before he has attained 

Normal Retirement Age. 

(1) "Disqualifying Employment," for the period before the Participant has 

reached his Normal Retirement Age, is 

(i) 

(ii) 

(iii) 

any employment with any employer who has a Written 

Agreement with the Union, regardless of whether or not the 

employer contributes to the Pension Fund, or, 

any employment with any Employer who has a bargaining 

agreement with any other local of the International 

Brotherhood of Teamsters, or 

any employment in a trade, craft and/or industry, as those terms 

are defined in Regulation 29 CFR 2530.203-3, within which 

the Participant was employed at any time during which 

contributions were made on the Participant's behalf to the 

Pension Fund, or 

- 35 -
CK169

• 

• 

• 

(iv) any employment in an industry or business, trade and/or craft, 

as those terms are defined in Regulation 29 CFR 2530.203-3,in 

which employees covered by the Pension Fund were employed 

and accrued benefits under the Plan as a result of such 

employment at the time of the Participant's retirement, or 

(v) any employment as an employee of Local 807 LaborManagement Health, Pension or Profit Sharing Plan. 

(2) A Participant who accepts disqualifying employment must notify the 

Plan of the employment that may be the basis for suspension of 

benefits under paragraph (1 ), in accordance with the notification 

requirements of subsection ( d). 

(b) After Normal Retirement Age 

If a Participant has attained Normal Retirement Age, his monthly benefit shall 

be suspended for any month in which he worked or was paid for at least 40 

hours in Totally Disqualifying Employment. 

(]) 

(2) 

(3) 

(4) 

"Totally Disqualifying Employment," for the period after the 

Participant has reached his Normal Retirement Age, means 

employment or self-employment that is (A) in an Industry Covered by 

the Plan when the Participant's pension payments began, and (B) in 

the geographic area covered by the Plan when the Participant's 

pension began, and (C) in any occupation in which the Participant 

worked under the Plan at any time or (D) any occupation covered by 

the Plan at the time the Participant's pension payments began. 

"Industry Covered by the Plan," means the trucking, moving and 

general warehousing industries and any other industry in which 

employees covered by the Plan were employed when the Participant's 

pension began or, but for suspension under this Article, would have 

begun. 

The geographic area covered by the Plan is the State of New York plus 

the portions of New York Metropolitan Area in the States of New 

Jersey and Connecticut and any other area covered by the Plan, when 

the Participant's pension began, or, but for suspension under this 

Article, would have begun. 

The geographic area covered by the Plan shall also include any area 

covered by a-Plan which, under a reciprocal agreement in effect when 

the Participant's pension payments began, had forwarded contributions 

to this Plan, on the basis of which this Plan accrued benefits for the 

Participant. 

- 36 -
CK170

• 

• 

• 

(5) If a retired Participant re-enters Covered Employment to an extent 

sufficient to cause a suspension of benefits, and his pension payments 

are subsequently resumed, the Industry Covered by the Plan "when the 

Participant's pension began" shall be the Industry and area covered by 

the Plan when his pension was resumed. 

(6) Paid non-work time shall be counted toward the measure of 40 hours if 

paid for vacation, holiday, illness or other incapacity, layoff, jury duty, 

or other leave of absence. However, time compensated under a 

Worker's Compensation or temporary disability benefits law shall not 

be so counted. 

( c) Definition of Suspension 

"Suspension of benefits" for a month means non-entitlement to benefits for 

the month. If benefits were paid for a month for which benefits were later 

determined to be suspended, the overpayment shall be recoverable through 

deductions from future pension payments, pursuant to subsection (g) below, 

and in accordance with Section 6.3. In addition, no adjustment to a benefit 

will be made under Section 1 l .4(b)(3)(E) below for any period in which the 

Participant was engaged in Disqualifying Employment. 

(d) Notices 

(1) 

(2) 

At Normal Retirement Age or upon commencement of pension 

payments, the Trustees shall notify the Participant of the Plan rules 

governing suspension of benefits, including identity of the industries 

and area covered by the Plan. If benefits have been suspended and 

payment resumed, new notification shall, upon resumption, be given to 

the Participant, if there has been any material change in the suspension 

rule or the identity of the industries or area covered by the Plan. 

A Participant shall notify the Plan in writing within 30 days after 

starting any work of a type that is or may be disqualifying under the 

provisions of the Plan and without regard to the number of hours of 

such work (that is, whether or not less than 40 hours in a month). If a 

Participant has worked in disqualifying employment in any month and 

has failed to give timely notice to the Plan of such employment, the 

Trustees shall presume that he worked for at least 40 hours in such 

month and any subsequent month before the Participant gives 

satisfactory notice that he has ceased disqualifying employment. The 

Participant shall have the right to overcome such presumption by 

establishing, to the satisfaction of the Trustees, that his work was not 

in fact an appropriate basis, under the Plan, for suspension of his 

benefits . 

- 37 -
CK171

• 

• 

• 

(3) 

(4) 

(5) 

(6) 

If a Participant has worked in disqualifying employment for any 

number of hours for a contributing employer and he has failed to give 

timely notice to the Plan of such employment, the Trustees shall 

presume that he has engaged in such work for as long as the employer 

has been and remains actively engaged in the industry. The Participant 

shall have the right to overcome such presumption by establishing, to 

the satisfaction of the Trustees, that his work was not in fact an 

appropriate basis, under the Plan, for suspension of his benefits. 

A Participant whose pension has been suspended shall notify the Plan 

when disqualifying employment has ended. The Trustees shall have 

the right to hold back benefit payments until such notice satisfactory to 

the Trustees is filed with the Plan. 

A Participant may ask the Plan whether a particular employment will 

be disqualifying. The Plan shall provide the Participant with its 

determination. 

The Plan shall inform a Participant of any suspension of his benefits 

by notice given by personal delivery or first class mail during the first 

calendar month in which his benefits are withheld. Such notice shall 

include a description of the specific reasons for the suspension, copy 

or citation to the relevant provisions of the Plan, reference to the 

applicable regulation of the U.S. Department of Labor and a statement 

of the procedure for securing a review of the suspension. In addition, 

the notice shall describe the procedure for the Participant to notify the 

Plan when his disqualifying employment ends. If the Plan intends to 

recover prior overpayment by offset under subsection (g)( I), the 

suspension notice shall explain the offset procedure, identify the 

amount expected to be recovered and the periods of employment to 

which they relate. 

(e) Review 

A Participant shall be entitled to a review of a determination suspending his 

benefits by written request filed with the Trustees within 180 days of the 

notice of suspension. The standard of proof for any such review will be in 

accordance with Section 6.9 below. 

(f) Waiver of Suspension 

The san1e right of review set forth in Section 6.4 shall apply to a 

determination by or on behalf of the Pension Fund that certain employment is 

or will be disqualifying. The provisions of Section 6.4(e) shall also apply to 

all actions brought against the Trustees . 

- 38 -
CK172

• 

• 

• 

(g) 

The Trustees may, from time to time, adopt by resolution objective standards 

under which benefits will not be suspended for engaging in specified types or 

categories of disqualifying employment, for the period specified in the 

resolution granting the exemption. 

Resumption of Benefit Payments 

(I) Benefits shall be resumed for months after the last month for which 

benefits were suspended, with payments beginning no later than the 

third month after the last calendar month for which the Participant's 

benefit was suspended, provided the Participant has complied with the 

notification requirements of paragraph ( d)(2) above. 

(2) Overpayments attributable to payments made for any month or months 

for which the Participant had engaged in disqualifying employment 

shall be deducted from pension payments otherwise paid or payable 

subsequent to the period of suspension. A deduction from a monthly 

benefit for a month after the Participant attained Normal Retirement 

Age shall not exceed 25 per cent of the pension amount (before 

reduction), except that should resumption of benefits under subsection 

(1) above not take place during the first month following the last 

month of suspension, payments not made immediately after 

suspension shall be used to offset the overpayments made. If a 

Pensioner dies before recoupment of overpayments has been 

completed, deductions shall be made from the benefits payable to his 

Beneficiary or spouse receiving a pension subject to the 25 percent 

limitation on the rate of deduction. 

(h) No Suspension After Required Beginning Date 

No benefits shall be suspended under this Article for months starting on and 

after a Participant's Required Beginning Date as defined in Section 6.5(e). 

6.8 BENEFIT PAYMENTS FOLLOWING SUSPENSION 

(a) The monthly amount of pension when resumed after suspension shall be 

dete1mined under paragraph (1) or (2), whichever is applicable, and adjusted 

for any optional form of payment in accordance with paragraph (3). Nothing 

in this section shall be understood to extend any benefit increase or adjustment 

effective after the Participant's initial retirement to the amount of pension 

upon resumption of payment, except to the extent that it may be expressly 

required by other provisions of the Plan. 

(1) lf the pension was first payable after Normal Retirement Age, any 

resumption shall be at the same monthly amount. 

- 39 -
CK173

• 

• 

• 

(2) If the pension was first payable before Normal Retirement Age, then 

the amount shall be determined as if it were then being determined for 

the first time, but on the basis of an adjusted age. The adjusted age 

shall be the age of the Participant at the beginning of the first month 

for which payment is resumed, reduced by (A) the months for which 

he had received benefits to which he was entitled and (B) the months 

for which his benefits were suspended because of Totally 

Disqualifying Employment, as defined in subsection (b) of Section 6. 7. 

This amount shall be determined before adjustment, if any, for pension 

accrual based on re-employment, for changes in the Plan adopted after 

the Participant first retired, and for any offset because of prior 

overpayments. 

(3) A Husband and Wife Pension in effect prior to suspension of benefits 

shall remain effective if the Pensioner's death occurs while his benefits 

are in suspension. If a Pensioner has returned to Covered 

Employment, he shall not be entitled to a new election as to the 

Husband and Wife Pension even if he has the right to a recomputation 

of his pension amount. 

(b) A Pensioner who subsequently returns to Covered Employment for an 

insufficient period of time to complete a Year of Vesting Service shall not be 

entitled to a higher pension amount on subsequent termination of 

employment. 

(c) If a Pensioner completes a Year of Vesting Service after returning to Covered 

Employment, he shall, upon his subsequent retirement, be entitled to a 

recomputation of his pension amount to include any additional benefits earned 

following his reemployment at the benefit level applicable to such period of 

reemployment. 

6.9 ST AND ARDS OF PROOF 

The Trustees shall be the sole judges of the standards of proof required in any case. 

The Trnstees may at any time, by resolution duly adopted, appoint a committee for 

the hearing and consideration of any matter specified by the Trustees, and the 

decision of such committee shall be binding on all parties subject only to disapproval 

or modification by the Board of Trustees. All Pensioners, as a condition for 

continued receipt of a pension benefit, shall furnish, on request, a Social Security 

authorization to verify retirement as defined in these Rules and Regulations and shall 

furnish any infom1ation the Trustees deem necessary to verify retirement. The 

authorization and information request may be made every twelve ( 12) months. The 

Trustees may suspend any Pensioner's benefit if the Social Security and/or 

information requested are not furnished within the time period prescribed by the 

Trustees, there being a rebuttable presumption that the Pensioner is engaged in 

Disqualifying Employment. 

- 40 -
CK174

• 

• 

• 

7.1 

ARTICLE VII - MISCELLANEOUS 

NON-REVERSION 

It is expressly understood that assets of the Fund shall be used for the exclusive 

benefit of the Participants and Beneficiaries. In no event shall any corpus or assets of 

the Pension Fund revert to an Employer or Employers, or be subject to any claims of 

any kind or nature by an Employer or Employers, except in the case where a 

contribution is made to the Pension Fund by mistake of law or fact. If a contribution 

is made to the Pension Fund by mistake of law or fact, the Plan Administrator may, at 

its discretion and within six months of discovering such mistake, return such 

contribution to the Employer or Employers. 

7.2 LIMITATION OF LIABILITY 

7.3 

This Pension Plan has been established on the basis of an actuarial calculation which 

has established, to the extent possible, that the contributions will, if continued, be 

sufficient to maintain the Plan on a permanent basis, fulfil ling the funding 

requirements of ERISA. Except for liabilities which result from provisions of 

ERISA, nothing in the Plan shall be construed to impose any obligation to contribute 

beyond the obligation of the Employer to make contributions as stipulated in its 

Written Agreement with the Union. 

There shall be no liability upon the Trustees individually, or collectively, or upon the 

Union to provide the benefits established by the Pension Plan, if the Pension Fund 

does not have assets to make such payments. 

NEW EMPLOYERS 

If an Employer is sold, merged or otherwise undergoes a change of company identity, 

the successor company shall participate as to the Employees thereafter covered by the 

Pension Plan just as if it were the original company, provided it remains a 

Contributing Employer as defined in Section 1.6. 

No new employer may be admitted to participation in the Pension Fund and this 

Pension Plan except upon approval by the Trustees. The participation of any such 

new Employer shall be subject to such terms and conditions as the Trustees may 

lawfully prescribe including, but not limited to, the imposition of a waiting period in 

connection with the commencement of benefits, a requirement for retroactive 

contributions, or the application of modified benefit conditions. The Trustees shall 

take into account such requirements as they, in their sole discretion, may deem 

necessary to preserve an equitable relationship with the contributions required from 

other participating Employers and the benefits provided to their Employees . 

- 41 -
CK175

• 

• 

• 

7.4 TERMINATED EMPLOYER 

If an Employer's participation in the Pension Fund terminates, the Trustees are 

empowered to cancel any obligation of the Pension Fund with respect to that part of 

any pension for which a person was made eligible on the basis of employment with 

the Employer prior to that Employer's first Contribution Period. Neither shall the 

Trustees, the Employers who remain as Contributing Employers, nor the Union be 

obliged to make such payments. 

If an Employer fails to make contributions when due, the Trustees may, by resolution, 

terminate the Employer as a Contributing Employer. 

7.5 TERMINATION 

7.6 

The Trustees shall have the right to discontinue or terminate this Plan in whole or in 

part. In the event of a termination of this Plan the dghts of all affected Participants to 

benefits then accrued, to the extent then funded, shall thereupon become I 00% vested 

and nonforfei table. Upon a termination of the Plan, the Trustees shall take such steps 

as they deem necessary or desirable to comply with Sections 4041 (A) and 4281 of 

ERISA. 

AMENDMENT 

This Plan may be an1ended at any time by the Trustees, consistent with the provisions 

of the Trust Agreement and these Rules and Regulations. However, no amendment 

may decrease the accrued benefit of any Participant, except: 

(a) As necessary to establish or maintain the qualification of the Plan or the Trust 

Fund under the Code and to maintain compliance of the Plan with the 

requirements of ERISA, or 

(b) If the amendment meets the requirements of ERISA § 302( d)(2) and Code 

§ 412( d)2), and the Secretary of Labor has been notified of such amendment 

and has either approved of it or, within 90 days after the date on which such 

notice was filed, has he failed to disapprove, or 

(c) If permitted by law, and the Trustees determine, in their sole discretion, that 

such decrease of accrued benefits is necessary to maintain the financial 

stability of the Fund. 

7.7 MERGERS 

In the case of any merger or consolidation with, or transfer of assets or liabilities to 

any other plan each Pa1ticipant shall (if the Plan then terminated) receive a benefit 

immediately after the merger, consolidation or transfer which is equal to or greater 

than the benefit he would have been entitled to receive immediately before the 

merger, consolidation, or transfer (if this Plan had then terminated). This section 

shall apply to the extent determined by the Pension Benefit Guaranty Corporation . 

- 42 -
CK176

7.8 

• 

7.9 

• 

• 

INCOMPETENCE OR INCAPACITY OF A PENSIONER OR BENEFICIARY 

If it is determined to the satisfaction of the Trustees that a Pensioner or Beneficiary is 

unable to care for his affairs because of mental or physical incapacity, any payment 

due may be applied, in the sole discretion of the Trustees, to the maintenance and 

support of such Pensioner of Beneficiary or to such person as the Trustees in their 

sole discretion find to be the reasonably predicated expectation of the Pensioner or 

Beneficiary in the manner decided by the Trustees, unless, prior to such payment, 

claim shall have been made for such payment, by a legally-appointed guardian, 

committee, or other legal representative appropriate to receive such payments on 

behalf of the Pensioner or Beneficiary. 

NON-ASSIGNMENT OF BENEFITS 

No Participant, Pensioner or Beneficiary entitled to any benefits under this Pension 

Plan shall have the right to assign, alienate, transfer, encumber, pledge, mortgage, 

hypothecate, anticipate, or impair in any manner his legal or beneficial interest, or any 

interest in assets of the Pension Fund, or benefits of this Pension Plan. The Pension 

Fund shall not be liable for the debts of any Participant, Pensioner or Beneficiary 

entitled to any benefits under this Plan and no assets of the Fund shall be subject to 

attachment or execution or process in any court action or proceeding 

(a) Notwithstanding the foregoing, paragraph (a) shall not prelude: 

(I) Any benefits from being paid in accordance with the requirements of 

any Qualified Domestic Relations Order; and 

(2) Any offset of a participant's benefits as provided under Code 

§ 40l(a)(l3) with respect to: 

(i) a judgment or conviction for a crime involving the Plan; 

(ii) a civil judgment, consent order or decree in an action for 

breach or alleged breach of fiduciary duty under ERISA 

involving the Plan; or 

(iii) a settlement agreement between the Participant and either the 

Secretary of Labor or the Pension Benefit Guaranty 

Corporation in connection with a breach of fiduciary duty 

under ERISA by a fiduciary or any other person, which court 

order, judgment, decree or agreement is issued or entered into 

on or after August 5, 1997 and specifically requires the Plan to 

offset against a Participant's benefits . 

- 43 -
CK177

• 

• 

• 

(3) However, an offset under Code § 40l(a)(l3) against a married 

Participant's benefits shall be valid only if one of the following 

conditions is satisfied: 

(i) if written spousal consent is obtained; 

(ii) the spouse is required by a judgment, order, decree or 

agreement to pay the Plan any amount; or 

(iii) a judgment, order, decree or agreement provides that the 

spouse shall receive a survivor annuity, as required by Code 

§ 401 ( a)(l 1) , determined as if the Participant terminated 

employment on the offset date (with no offset to his benefits), 

to begin on or after Normal Retirement Age, and providing a 

50% qualified joint and survivor annuity and a qualified preretirement survivor annuity based on the 50% qualified joint 

and survivor annuity. 

(b) Notwithstanding the foregoing, paragraph (a) shall not preclude: 

(l) The Trustees' recoupment of an overpayment of any benefit made to a 

Participant. Such recoupment may be made by the Trustees, in their 

sole discretion, and as permitted by law, by offsetting all or any 

portion of benefits payable to the Participant after such overpayment is 

made. Should the participant die before full reimbursement of the 

overpayment, the Trustees may complete recoupment by offsetting all 

or part of any payment due to a spouse, beneficiary or dependent 

including a former spouse designated as a "surviving spouse" pursuant 

to a QDRO. However, no offset can be effectuated by offsetting the 

benefit of a former spouse, by virtue of a QDRO granting a "separate 

interest annuity" rather than a "shared interest" in the Participant's 

benefit. 

(2) As an alternative to recoupment of an overpayment by offsetting future 

payments as described in paragraph ( l) above, the Trustees may 

reduce the amount of a Participant's benefit in the future to an amount 

detem1ined by the Fund's actuary so that the actuarial present value of 

the monthly reduction equals the overpayment plus interest (at a rate 

determined to be reasonable by the Trustees). 

7.10 NO RIGHT TO ASSETS 

No person other than the Trustees of the Pension Fund shall have any right, title or 

interest in any of the income, or property of any funds received or held by or for the 

account of the Pension Fund, and no person shall have any right to benefits provided 

by the Pension Plan except as expressly provided herein . 

- 44 -
CK178

7.11 

• 

• 

• 

LAWS APPLICABLE 

The Plan is intended to comply with ERISA and with the requirements for tax 

qualification under the Code and all regulations thereunder, and is to be interpreted 

and applied consistently with that intent. 

- 45 -
CK179

• 

• 

• 

ARTICLE VIII - PRO-RAT A PENSIONS - LOCAL RECIPROCAL AGREEMENTS 

8.1 PURPOSE 

Pro-Rata Pensions are provided under this Plan for persons who would otherwise be 

ineligible because their years of employment have been divided between Covered 

Employment and employment covered by another pension plan or whose pensions 

would otherwise be in less than the full amount because of such division of 

employment. 

8.2 RELATED PLANS 

By resolution duly adopted, the Trustees may recogni ze another pension plan as a 

Related Plan. 

8.3 COMBINED PENSION CREDITS 

Pension (service) credits accumulated and maintained by a person who elects to retire 

with a Pro-Rata Pension under a Related Plan shall be recognized under this Plan as 

Related Pension Credits. The total of a person's Related Pension Credits and the 

Pension Credits which he has accumulated and maintained directly under this Plan 

(referred to in this Article as 807 Pension Credits) shall be known as his Combined 

Pension Credits. For purposes of this Plan, the term Related Pension Credits does not 

include: 

(a) service disregarded under the terms of the Related Plan; 

(b) any service under a Related Plan if the Participant fails or refuses to accept a 

Pro-Rata Pension upon retirement under such Related Plan. 

8.4 ELIGIBILITY 

(a) An Employee shall be eligible for a Pro-Rata Pension under this Plan if he 

meets all of the following requirements: 

(I ) he would be eligible for an immediate retirement benefit under this 

Plan if his Combined Pension Credits were treated as 807 Pension 

Credits: 

(2) he has credit for at least eight quarters of 807 Pension Credits based on 

actual employment after August 31 , 1952, except that no more than 

two such quarters shall be required if he has credit for at least six 

quarters based on actual employment under the coverage of a Related 

Fund or Funds after August 31 , 1952; and 

(3) he is found entitled to a Pro-Rata Pension from the Related Plan under 

which he is last covered before his retirement. 

- 46 -
CK180

• 

• 8.5 

• 

(b) The Pension Fund under which an Employee 1s "last covered before his 

retirement" shall be deemed to be the following: 

(1) The Pension Fund associated with the local Union of which he is a 

member at the time of, or immediately prior to, his retirement, or, if he 

is not then a member of any such local Union, then 

(2) The Pension Fund covering the Employer's employees where he was 

principally employed during the period of 36 consecutive calendar 

months immediately preceding his retirement. 

(c) A pension is not payable to him from a Related Pension Plan independently of 

its provisions for Pro-Rata Pension ( or its equivalent provisions, regardless of 

name). An employee who is otherwise eligible for such a non-Pro-Rata 

Pension may fulfill this requirement by electing not to apply for, or by 

waiving, such other pension. 

(d) The rule with respect to breaks in service shall be applied to determine 

whether prior Combined Pension Credit shall be cancelled, but Related 

Pension Credits shall be considered in determining whether a break has 

occurred. 

(e) If an Employee is eligible for more than one type of pension under this Plan, 

he shall be entitled to elect the type of pension he is to receive . 

BENEFIT AMOUNT 

(a) Pro-Rata Pension Amount. The amount of the Pro-Rata Pension shall be 

determined as follows: 

(1) 

(2) 

(3) 

The amount of pension to which the Employee would be entitled under 

this Plan taking into account his Combined Service Credit (as if all 

such credit was earned while under this Plan) shall be determined, then 

The amount of service credit earned with the Plan since January 1, 

1955, shall be divided by the total amount of Combined Service Credit 

earned by the Employee since January 1, 195 5, then 

The fraction so determined in (b) shall be multiplied by the pension 

amount determined in (a) (the Pro-Rata Portion). The amount of the 

Pro-Rated Portion shall then be added to any benefit accrued after 

February I, 2010 pursuant to Sections 3 .2(6 )-( d) above. The total sum 

shall constitute the amount of the Pro-Rata Pension . 

- 47 -
CK181

• 

• 

• 

(b) "Actual employment since September I, 1952 for which an Employer has 

contributed" lo this or lo a Related Pension fund shall include: 

(c) Periods of employment for which the Employer was obligated by its Written 

Agreement to contribute, even though such contributions were not actually 

paid; 

(d) Periods of employment after September I, 1952 but before the Employer 

became obligated to contribute to the Pension Fund, provided the employment 

was in a job classification subsequently covered by an obligation on the 

Employer to contribute; but only to an extent that the provision of such 

Pension Plan granted pension credit for such prior periods; 

8.6 NON-DUPLICATION OF CREDITS 

(a) In determining the benefit amount under Section 8.5(a)(i), an Employee shall 

not receive more in Combined Pension Credit for any given quarter or year 

than he would receive in pension credit if all of his relevant employment were 

under the coverage of a single plan (whether it be this Plan or one of the 

Related Plans under which he has worked) which would grant him the greatest 

amount of credit for that particular period. 

(b) If in a particular Pension Quarter an Employee has not had a sufficient 

number of days (or other contribution unit) of Covered Employment to be 

credited with that quarter as Pension Credit from this Fund, but he would have 

sufficient credit if his days ( or other contribution unit) of employment under 

the coverage of a Related Pension Plan were combined with those in Covered 

Employment, he shall be credited with that quarter as a quarter of Combined 

Pension Credit. 

8.7 PAYMENT 

Payment of a Pro-Rata Pension shall be subject to all conditions applicable to the 

commencement of a pension benefit under this Plan, including without limitation, the 

requirement for retirement as defined herein. 

8.8 HONORING OF PENSION CREDITS 

The Trustees shall credit quarters of Related Pension Credit on the basis of the rules, 

procedures and/or determinations made by the Related Plan under which the relevant 

employment occurred. 

8.9 RECIPROCAL FUNDS 

The Related Pension Plans which have reciprocal agreements with this Fund are those 

identified or associated with the following Teamster Local Unions: 27, 138, 202, 

282,478, 560,617,641, 701 , 707,804, 814, 816,824,85 1 and Local Union 1730 of 

the ILA . 

- 48 -
CK182

• 

• 

• 

ARTICLE IX - PARTIAL PENSION - NATIONAL RECIPROCAL AGREEMENT 

9.1 PURPOSE 

Partial Pensions are provided under this Plan for Employees who would otherwise 

lack sufficient service credit to be eligible for any pension because their years of 

employment were divided between different pension plans or, if eligible, whose 

pensions would be less than the full amount because of such division of employment. 

9.2 RELATED PLANS 

By resolution duly adopted, the Trustees recognize one or more other Pension Plans, 

which have executed a Reciprocal Agreement to which this Plan is a party, as a 

Related Plan. 

9.3 RELATED SERVICE CREDITS 

9.4 

9.5 

Service credits accumulated and maintained by an employee under a Related Plan 

shall be recognized under this Plan as Related Service Credits. The Trustees shall 

compute Related Service Credits on the basis on which that credit has been earned 

and credited under the Related Plan and certified by the Related Plan to this Plan. 

COMBINED SERVICE CREDIT 

The total of an Employee's service credit under this Plan and Related Service Credit 

together comprise the employee's Combined Service Credit. Not more than one year 

of Combined Service Credit shall be counted in any calendar year. 

ELIGIBILITY 

An Employee shall be eligible for a Partial Pension under this Article if he satisfies 

all of the following requirements: 

(a) 

(b) 

(c) 

He would be eligible for any type of pension under this Plan ( other than a 

Partial Pension) if his Combined Service Credit were treated as service credit 

under this Plan; and 

In addition to any other requirements necessary to be eligible under (a), he 

has, under this Plan, at least two years of service credit based on actual 

employment after his effective date of coverage; and 

He is found to be (1) eligible for a partial pension from a Related Plan and (2) 

eligible for a partial pension from the Tem1inal Plan. The Terminal Plan shall 

be deemed to be the Plan associated with the local union which represents the 

employee at the time of, or immediately prior to, his retirement. If at the time 

the employee was not represented by any one such local Union, then the 

Terminal Plan is the one to which the bulk of contributions were paid on 

- 49 -
CK183

• 

• 

• 

(d) 

behalf of the Employee in the 36 consecutive calendar months immediately 

preceding his retirement; and 

A pension is not payable to him from a Related Plan independently of its 

provisions for a Partial Pension. However, an Employee who is entitled to a 

pension other than a Partial Pension from this Plan or a Related Plan may elect 

to waive the other pension and qualify for the Partial Pension. 

9.6 BREAKS IN SERVICE 

In applying the rules of the Plan with respect to cancellation of service credit, any 

period in which an Employee has earned Related Service Credit shall not be counted 

in determining whether there has been a period of no Covered Employment sufficient 

to constitute a break in service. Employment not covered by a Related Plan or 

Terminal Plan for less than five years shall not constitute a break in service. 

9. 7 ELECTION OF PENSIONS 

If an Employee is eligible for more than one type of pension under this Plan, he shall 

be entitled to elect the type of pension he is to receive. 

9.8 PARTIAL PENSION AMOUNT 

The amount of the Partial Pension shall be determined as follows: 

(a) The amount of pension to which the Employee would be entitled under this 

Plan taking into account his Combined Service Credit (as if all such credit was 

earned while under this Plan) shall be determined, then 

(b) The amount of service credit earned with the Plan since January 1, 1955, shall 

be divided by the total amount of Combined Service Credit earned by the 

Employee since January 1, 1955, then 

(c) The fraction so determined in (b) shall be multiplied by the pension amount 

determined in (a) (the Pro-Rata Portion). The amount of the Pro-Rated Portion 

shall then be added to any benefit accrued after February I, 20 IO pursuant to 

Sections 3 .2(b )-( d) above. The total sum shall constitute the amount of the 

Partial Pension. 

9.9 PAYMENT OF PARTIAL PENSIONS 

The payment of a Partial Pension shall be subject to all of the conditions contained in 

this Plan applicable to other types of pensions including, but not limited to, retirement 

as herein defined and timely application. Partial Pension payments subject to this 

article shall be limited to monthly pension payments to a Pensioner or to monthly 

payments or death benefits to the survivor of a Pensioner . 

- 50 -
CK184

9.10 

• 

• 

• 

NATIONAL RECIPROCAL AGREEMENT SIGNATORIES 

The pension funds that are signatories to the National Reciprocal Agreement are the 

following: 

Trucking Employees of North Jersey Welfare fund, Inc. Pension Fund Jersey City, 

N. J. (IBT Locals 560) 

Teamsters Local 641 Pension Fund 

Warehouse Local 570 Pension Fund (Baltimore, Md.) 

Local Union 469 Pension Trust Fund (Perth Amboy, N.J.) 

Pension Fund Local 445 (Yonkers, N. Y.) 

Road Carriers Local 707 Pension Fund (Hempstead, NY) 

New England Teamsters and Trucking Industry Pension Fund (Mass., Conn., R.I., 

ME., N.H., Vt.) (Local Unions 25, 42, 49, 59, 64, 82, 122, 145, 170, 191 , 251 , 340, 

379, 404, 437,443,493,504, 526,536,559,597,633,653,671,677, 686, 735, 829, 

841) 

Connecticut Baking-Milk Industry Teamsters Union Pension Fund (Local Unions 

145, 677, 443, 191 ). (Merged with New England) . 

Teamsters Local 536 Pension Fund (Wethersfield, Conn.) (Merged with New 

England). 

New England Teamsters and Baking Industry Pension Fund (Local Unions 42, 64, 

170, 340, 404, 493, 494, 559, 653, 686) Methuen, Mass. (Merged with New 

England). 

Bakery Drivers Local 550 and Industry Pension Plan. 

Freight Drivers and Helpers Local Union 557 Pension Fund (Baltimore, Md.) 

Bakery Drivers Local 485 Pension Fund (Pittsburgh, Pa.) 

Teamsters Joint Council 83 of Virginia Pension Fund (Local Unions 22, 29, 171 , 322, 

539, 592, 822). 

Teamsters Construction Industry and Miscellaneous Pension Fund (Pittsburgh, Pa.) 

(Local Unions 249, 341,872, 30, 397, 453,564,538, 491 , 963, 110, 585, 261). 

Local 295 Employer Group Pension Trust Fund (NYC) 

- 51 -
CK185

• 

• 

• 

Warehouse Employee's Union Local 169 and Employers Joint Pensions Fund (Also, 

Locals 676 and 384) - Philadelphia, Pa. and vicinity . 

Teamsters Local Union 211 Pension Fund (Pittsburgh, Pa.) 

Cumberland, Maryland Area Teamsters Pension Fund (Local 453) 

Hagerstown Motor Carriers and Teamsters Pension Plan (Local 992) (Hagerstown, 

Md.) 

Teamsters Local 660 Pension Fund (Jersey City, N.J.) 

Central Pennsylvania Teamsters Pension Fund (Local Unions 229, 312, 401 , 429, 

430, 764, 765, 771 , 773, 776) (Reading, Pa.) 

Warehouse Employers Pension Fund (Local 544) (Minneapolis, Minn.) 

Teamsters Local Union 491 and Industry Pension Fund (Uniontown, Pa.) 

Employer-Teamsters Joint Council 84 Pension Fund (Local Unions 175, 505, 789) 

(Charleston, W. Va.) 

Western Pennsylvania Teamsters and Employers Pension Fund (Local Unions 30, 

l l 0, 205, 211, 249 250, 261 , 273, 397, 453, 538, 564, 585, 635, 636, 872 926, 944, 

963) (Pittsburgh, Pa.) 

New York Central Teamsters Pension Fund. (Local Unions 294, 295, 449, 693, 9 I 7) 

(Englewood, N.J.) 

Local 364 Sales Drivers and Industry Pension Fund (South Bend, Ind.) 

Teamsters Allied Pension Fund of Maryland (Local 311) (Baltimore, Md.) 

Local Union 710 Pension Fund (Chicago, II.) 

Local 852 General Warehousemen's Union Pension Fund (New York, N.Y.) (Merged 

into Local 202) (Separate entity from Union Pension Fund of Local 202) 

New York State Teamsters Conference Pension and Retirement Fund (Local Unions 

65, 118, 182, 232, 294, 317, 375, 398, 449, 506, 529, 648, 649, 687, 693) (Utica, 

N.Y.) 

Central States, Southeast and Southwest Areas Pension Plan (Chicago, IL) 

Teamsters Pension Trust Fund of Philadelphia and Vicinity (Local Unions 107, 326, 

312,384,33 1,470,676, 929, 513, 500,628, 161) 

Bakery Drivers Local 802 Pension Fund (Long Island City, N.Y.) 

- 52 -
CK186

• 

• 

• 

Dairy Employees Local 316 Pension Fund (Syracuse, N. Y.) 

Upstate New York Bakery Drivers and Industry Pension Fund (Local Unions 65, 316, 

529, 669, 687, 791 and Engineers Local 71-71A) (Syracuse, N.Y.) 

United Wire, Metal and Machine Pension Fund (Local 810) (Long Island City, NY) 

Teamsters Local 876 Pension Fund (Salisbury, Md.) 

Teamsters Local 277 Pension Fund (NYC) 

Bakery Drivers and Salesmen Local 194 and Industry Pension Fund (Union, N.J.) 

Pension Trust Fund - Local Union 27 (NYC) 

Teamsters Local Union 210 Pension Fund (NYC) 

Local 805 Pension and Retirement Fund (NYC) 

Local 816 Labor and Management Pension Tmst Fund (NYC) 

Pension Fund of the NYC Trucking Industry Local 807 (NYC) 

Pension Fund of the Albany Area Trucking and Allied Industries, Local 294 (Albany, 

N.Y.) 

Local 804 Pension Fund (Long Island City, N. Y.) 

Local 917 Pension Fund (NYC) 

Teamsters Construction Industry & Miscellaneous Pension Fund (Local 453) 

(Cumberland, Md.) 

Teamsters Union No. 142 Pension Fund (Gary, Ind.) 

Private Sanitation Union Local 813 Pension Fund (NYC) 

Local I 034 Pension Fund (NYC) 

Local 868 International Brotherhood of Teamsters Pension Fund (NYC) 

Teamsters Local 639 - Employers Pension Trust (Local Unions 639, 922) 

(Washington, D.C.) 

Teamsters Local 408 Pension Fund (Union, N.J.) 

Johnstown Bakers' and Teamsters Union Pension Fund (Locals 110, 453) (Johnstown 

and Bedford, Pa.) 

- 53 -
CK187

• 

NOTE: 

• 

• 

Local 282 Pension Trust Fund (Lake Success, NY) 

Bakery and Sales Drives' Local Union 33 Industry Pension Fund (Washington, D.C.) 

Local 1205 Pension Fund (Brooklyn, N. Y) 

Bakery Drive Local 52 and Industry Pension Fund (Cleveland, Ohio) 

West Chester Moving and Storage Industry Pension Fund, Local 445 (Yonkers, N.Y.) 

Teamsters Local 814 Pension Fund (Long Island City, N. Y. ) 

Local 840 Pension Fund (NYC) 

Local 918 Pension Fund (Brooklyn, N .Y.) 

Local 617 Pension Fund (Ridgefield, NJ) 

Teamsters Local 31 1 Pension Fund of Maryland (Baltimore, MD) 

Teamsters Local 84 Pension Fund (Industrial) (Ft. Lee, NJ) 

The above list is subject to modification. It is not a guarantee that these Funds 

will be parties to the national reciprocal agreement at the time of retirement. 

Additional Fw1ds may also become parties between the date of this printing 

and the date of your retirement. 

- 54 -
CK188

• 

• 

• 

ARTICLE X - MAXIMUM BENEFITS 

Notwithstanding any provision in the Plan to the contrary, benefits shall be limited in 

accordance with Code § 415 and the Treasury Regulations thereunder, the provisions of 

which are incorporated by reference. For this purpose, the Limitation Year shall be the Plan 

Year and Compensation shall be as defined in Treasury regulations section 1.415(c)-2(d)(3) 

The annual benefit shall be adjusted so that it does not exceed the maximum permissible 

amount for that limitation year. 

In addition, the benefit earned or accrued in any Limitation shall be adjusted but only to the 

extent necessary to satisfy Code § 415 so that the benefit accrued does not exceed the 

maximum permissible amount that may be accrued or earned in that limitation year. 

In the event that benefits of this Plan must be aggregated with benefits of another plan to 

determine compliance with Code § 415, the benefits of the other plan shall be adjusted to the 

extent necessary to comply with Code § 41 5. 

For purposes of satisfying the requirements of Code § 415, the conversion of an annuity that 

is not subject to Code § 417(e) shall be determined as the greater of the equivalent annual 

benefit using either: (a) interest and mortality based on the Plan's factors; or (b) using 

interest at 5% and the applicable mortality table under Revenue Ruling 2001-62 or any 

successor thereto. 

The conversion of an annuity that is subject to Code § 417( e) shall be determined m 

accordance with the following: 

For distributions made in Plan Years prior to January 1, 2006: the greater of the equivalent 

annual benefit using either: (i) the interest and mortality based on the Plan's factors; or (ii) 

the annual interest rate for 30-year Treasury securities as specified by the Commissioner of 

the Internal Revenue Service for the month immediately preceding the first month of the Plan 

Year in which a distribution occurs and the applicable mortality table under Revenue Ruling 

2001-62 or any successor thereto. Notwithstanding the foregoing, for purposes of the 

foregoing adjustment, for Plan Years beginning in 2004 and 2005, the interest rate for (ii) 

above shall not be less than 5.5%. 

For distributions made in Plan Years on or after January 1, 2006 the greater of the equivalent 

annual benefit using either: (i) the interest and mortality based on the Plan's factors; (ii) the 

annual interest rate for 30-year Treasury securities as specified by the Commissioner of the 

Internal Revenue Service for the month immediately preceding the first month of the Plan 

Year in which a distribution occurs and the applicable mortality table under Revenue Ruling 

2001 -62 or any successor thereto; or (iii) the interest rate that would provide a benefit of not 

more than 105% of the benefit that would be provided if the applicable interest rate as 

defined in Code § 417(e)(3) and the applicable mortality table described in Code 

§ 417(e)(3)(B) . 

- 55 -
CK189

• 

• 

• 

11.1 

ARTICLE XI - MINIMUM DISTRIBUTION REQUIREMENTS 

GENERAL RULES 

(a) Effective Date. The provisions of this Article will apply for purposes of 

determining required minimum distributions for calendar years beginning with 

the 2003 calendar year. 

(b) Precedence. 

( 1) The requirements of this Article will take precedence over any 

inconsistent provisions of the Plan. 

(2) Except to the extent inconsistent with this Article, all distribution 

options provided under the Plan are preserved. 

(3) This Article does not authorize any distribution options not otherwise 

provided under the Plan. 

(c) Requirements of Treasury Regulations Incorporated. All distributions 

required under this Article will be detennined and made in accordance with 

the Treasury regulations under section 401(a)(9) of the Code. 

(d) TEFRA Section 242(b)(2) Elections. Notwithstanding the other provisions of 

this Article, other than this Subsection ( d), distributions may be made under a 

designation made before January l, 1984, in accordance with section 

242(b )(2) of the Tax Equity and Fiscal Responsibility Act ("TEFRA") and the 

provisions of the plan that relate to section 242(b )(2) of TEFRA. 

11.2 TIME AND MANNER OF DISTRIBUTION 

(a) Required Beginning Date. The participant's entire interest will be distributed, 

or begin to be distributed, to the Participant no later than the Pa1ticipant' s 

Required Beginning Date. 

(b) Death of Participant Before Distributions Begin. ff the Participant dies before 

distributions begin, the Participant's entire interest will be distributed, or 

begin to be distributed, no later than as follows: 

(l) If the Participant's surviving spouse 1s the Participant's sole 

Designated Beneficiary, distributions to the surviving spouse will 

begin by December 3 1 of the calendar year immediately following the 

calendar year in which the Participant died, or by December 31 of the 

calendar year in which the Participant would have attained age 701⁄2, if 

later. 

- 56 -
CK190

• 

• 

• 

(c) 

(2) If the Participant's surv1vmg spouse is not the Participant's sole 

Designated Beneficiary, distributions to the Designated Beneficiary 

will begin by December 31 of the calendar year immediately following 

the calendar year in which the Participant died. 

(3) If there is no Designated Beneficiary as of September 30 of the year 

following the year of the Participant's death, the Participant's entire 

interest will be distributed by December 31 of the calendar year 

containing the fifth anniversary of the Participant's death. 

( 4) If the Pa11icipant' s surviving spouse is the Participant's sole 

Designated Beneficiary and the surviving spouse dies after the 

Participant but before distributions to the surviving spouse begin, this 

Section 11.2, other than Section l l .2(b )(i), will apply as if the 

surviving spouse were the Participant. 

For purposes of this Section 11.2 and Section 11.5, distributions are 

considered to begin on the Participant's Required Beginning Date (or, 

if Section l l.2(b )(iv) applies, the date distributions are required to 

begin to the surviving spouse under Section l I .2(b )(i)). If annuity 

payments irrevocably commence to the Participant before the 

Participant's Required Beginning Date (or to the Participant's 

surviving spouse before the date distributions are required to begin to 

the surviving spouse under Section I I .2(b)(i), the date distributions are 

considered to begin is the date distributions actually commence . 

Form of Distribution. 

Unless the Participant's interest is distributed in a single sum on or before the 

Required Beginning Date, as of the first distribution calendar year 

distributions will be made in accordance with Section 11.3, 11.4 and 11.5 of 

this Article. 

11 .3 DETERMINATION OF AMOUNT TO BE DISTRIBUTED EACH YEAR 

(a) General Annuity Requirements. If the Participant's interest is paid in the form 

of annuity distributions under the Plan, payments under the annuity will 

satisfy the following requirements: 

(I) 

(2) 

the annuity distributions will be paid in periodic payments made at 

intervals not longer than one year; 

the distribution period will be over a life (or lives) or over a period 

certain not longer than the period described in Section 11.4 or 11.5, 

- 57 -
CK191

• 

• 

• 

(b) 

(3) 

(4) 

once payments have begun over a period certain, the period certain 

will not be changed even if the period certain is shorter than the 

maximum permitted; 

payments will either be non-increasing or increase only as follows: 

(i) by an annual percentage that does not exceed the annual 

percentage increase in a cost-of-living index that is based on 

prices of all items and issued by the Bureau of Labor Statistics; 

(ii) to the extent of the reduction in the amount of the Participant's 

payments to provide for a survivor benefit upon death, but only 

if the beneficiary whose life was being used to determine the 

distribution period described in Section 11.4 dies or is no 

longer the Participant's beneficiary pursuant to a qualified 

domestic relations order within the meaning of section 4 l 4(p ); 

(iii) to provide cash refunds of employee contributions upon the 

Participant's death; or 

(iv) to pay increased benefits that result from a Plan amendment. 

Amount Required to be Distributed by Required Beginning Date. The amount 

that must be distributed on or before the Participant's Required Beginning 

Date (or, if the Participant dies before distributions begin, the date 

distributions are required to begin under Section 11.2(b)(i) or (ii)) is the 

payment that is required for one payment interval. The second payment need 

not be made until the end of the next payment interval even if that payment 

interval ends in the next calendar year. Payment intervals are the periods for 

which payments are received, e.g., bi-monthly, monthly, semi-annually, or 

annually. All of the Participant's benefit accruals as of the last day of the first 

distribution calendar year will be included in the calculation of the amount of 

the annuity payments for payment intervals ending on or after the 

Participant's Required Beginning Date. 

( c) Additional Accruals After First Distribution Calendar Year. Any additional 

benefits accruing to the Participant in a calendar year after the first 

distribution calendar year will be distributed beginning with the first payment 

interval ending in the calendar year immediately following the calendar year 

in which such amount accrues. 

11.4 REQUIREMENTS FOR ANNUITY DISTRIBUTIONS THAT COMMENCE 

DURING PARTICIPANT'S LIFETIME 

(a) Joint Life Annuities. Where the Beneficiary is Not the Participant's Spouse. If 

the Participant's interest is being distributed in the form of a joint and survivor 

annuity for the joint lives of the Participant and a nonspouse beneficiary, 

- 58 -
CK192

• 

• 

• 

(b) 

annuity payments to be made on or after the Participant's Required Beginning 

Date to the Designated Beneficiary after the Participant's death must not at 

any time exceed the applicable percentage of the annuity payment for such 

period that would have been payable to the Participant using the table set forth 

in Q&A-2 of section l.40l(a)(9)-6 of the Treasury regulations as adjusted in 

the manner set forth in Q&A-2( c) of that regulation. If the form of distribution 

combines a joint and survivor annuity for the joint lives of the Participant and 

a preceding sentence will apply to annuity payments to be made to the 

Designated Beneficiary after the expiration of the period certain. 

Period Certain Annuities. Unless the Participant's spouse is the sole 

Designated Beneficiary and the form of distribution is a period certain and no 

life annuity, the period certain for an annuity distribution commencing during 

the Participant's lifetime may not exceed the applicable distribution period for 

the Participant under the Uniform Lifetime Table set forth in section 

1.401 (a)(9)-9 of the Treasury regulations for the calendar year that contains 

the annuity starting date. If the Amrnity Starting Date precedes the year in 

which the Participant reaches age 70, the applicable distribution period for the 

Participant is the distribution period for age 70 under the Uniform Lifetime 

Table set forth in section 1.401 (a)(9)-9 of the Treasury regulations plus the 

excess of 70 over the age of the Participant as of the Participant's birthday in 

the year that contains the Annuity Starting Date. If the Participant's spouse is 

the Participant's sole Designated Beneficiary and the form of distribution is a 

period certain and no life annuity, the period certain may not exceed the 

longer of the Participant's applicable distribution period, as determined under 

this Section l l .04(b ), or the joint life and last survivor expectancy of the 

Participant and the Participant's spouse as determined under the Joint and Last 

Survivor Table set forth in section 1.401 (a)(9)-9 of the Treasury regulations, 

using the Participant's and spouse's attained ages as of the Participant's and 

spouse's birthdays in the calendar year that contains the Annuity Starting 

Date. 

11.5 REQUIREMENTS FOR MINIMUM DISTRIBUTIONS WHERE PARTICIPANT 

DIES BEFORE DATE DISTRIBUTIONS BEGIN. 

(a) Participant Survived by Designated Beneficiary. If the Participant dies before 

the date distribution of his or her interest begins and there is a Designated 

Beneficiary, the Participant's entire interest will be distributed, beginning no 

later than the time described in Section l l .2(b )(i) or (ii), over the life of the 

Designated Beneficiary or over a period certain not exceeding: 

(1) unless the A,muity Sharing Date is before the first distribution 

calendar year, the life expectancy of the Designated Beneficiary 

determined using the beneficiary's age as of the beneficiary's birthday 

in the calendar year immediately fo llowing the calendar year of the 

Participant's death; or 

- 59 -
CK193

• 

• 

• 

(2) If the Annuity Starting Date is before the first distribution calendar 

year, the life expectancy of the Designated Beneficiary detennined 

using the beneficiary's age as of the beneficiary's birthday in the 

calendar year that contains the Annuity Starting Date. 

(b) No Designated Beneficiary. If the Participant dies before the date distributions 

begin and there is no Designated Beneficiary as of September 30 of the year 

following the year of the Participant's death, distribution of the Participant's 

entire interest will be completed by December 3 1 of the calendar year 

containing the fifth anniversary of the Participant's death. 

(c) Death of Surviving Spouse Before Distributions to Surviving Spouse Begin. If 

the Participant dies before the date distribution of his or her interest begins, 

the Participant's surviving spouse dies before distributions to the surviving 

spouse begin, this Subsection 11 .05 will apply as if the surviving spouse were 

the Participant, except that the time by which distributions must begin will be 

determined without regard to Section I l .2(b)(i). 

11.6 DEFINJTIO S 

(a) 

(b) 

Designated Beneficiary. The individual who is designated as the beneficiary 

as defined in Article I, Section 3 of the Plan and is the Designated Beneficiary 

under Section 401(a)(9) of the Internal Revenue Code and section 1.40l(a)(9)-

4, Q&A-1 , of the Treasury regulations . 

Distribution calendar year. A calendar year for which a minimum distribution 

is required. For distributions beginning before the Participant's death, the first 

distribution calendar year is the calendar year immediately proceeding the 

calendar year which contains the Participant's Required Beginning Date. For 

distributions beginning after the Participant's death, the first distribution 

calendar year is the calendar year in which distributions are required to begin 

pursuant to Section l l .2(b ). 

(c) Life expectancy. Life expectancy as computed by use of the Single Life Table 

in section 1.401(a)(9)-9 of the Treasury regulations. 

(d) Required Begi1ming Date. The date specified in Section 6.5(e) of the Plan . 

- 60 -
CK194

• 

• 

IN WITNESS WHEMOF, the Trustees have caJ;ued ti · . Amended and Restated Plan to 

Union Trustee 

7966276vl/0 J 544.00 I 

- 61 -

( ~h1pl,oy~r Tru?/e 

\,__/ 
CK195

AMENDMENT TO THE RULES AND REGULATIONS OF THE 

LOCAL 807 LABOR-MANAGEMENT PENSION FUND 

WHEREAS, Article V, Section 23 of the Agreement and Declaration of Trust of 

the Local 807 Labor-Management Pension Fund (the "Pension Fund"), effective as of 

December 1, 1950, amended and restated as of October 22, 1991 and further restated and 

amended on June 14, 2017 (the "Trust Agreement") provides that the Rules and 

Regulations of the Local 807 Labor-Management Pension Fund may be amended by the 

Trustees from time to time, provided that such amendments comply with all applicable 

statutes and regulations and the purposes set forth in the Trust Agreement; and 

WHEREAS, Section 7.6 of the Restated Rules and Regulations provides that the 

Pension Plan may be amended at any time by the Trustees, consistent with the provisions 

of the Trust Agreement; and 

WHEREAS, the Trustees wish to amend the Rules and Regulations of the Pension 

Plan with regard to the calculation of pro rata pension benefits to make it consistent with 

the practices of the Pension Fund; and 

IT IS HEREBY RESOLVED, that the Pension Plan is amended as follows: 

8.4(a)(3) 

Replace 

he is found entitled to a Pro-Rata Pension from the Related Plan under which he is 

last covered before his retirement. 

he is found entitled to a Pro-Rata Pension from the Pension Fund under which he 

is last covered before his retirement; and 

8.4(c) was renumbered to be 8.4(a)(4), 8.4(d) becomes 8.4(c) and 8.4(e) 

· becomes 8.4( d). 
CK196

8.4(b)(2) 

Replace 

The Pension Fund covering the Employer's employees where he was principally 

employed during the period of 36 consecutive calendar months immediately preceding 

his retirement. 

With 

The Pension Fund under the coverage of which he was principally employed 

during the period of 36 consecutive calendar months immediately preceding his 

retirement. 

8.5 

Replace entire 8. 5 

(a) Pro-Rata Pension Amount. The amount of the Pro-Rata Pension shall be 

determined as follows: 

(1) The amount of pension to which the Employee would be entitled 

under this Plan taking into account his Combined Service Credit 

(as if all such credit was earned while under this Plan) shall be 

determined, then 

(2) The amount of service credit earned with the Plan since January 1, 

1955, shall be divided by the total amount of Combined Service 

Credit earned by the Employee since January 1, 1955, then 

(3) The fraction so determined in (b) shall be multiplied by the 

pension amount determined in (a) (the Pro-Rata Portion). The 

amount of the Pro-Rated Portion shall then be added to any benefit 

accrued after February 1, 2010 pursuant to Sections 3 .2(b )-( d) 

above. The total sum shall constitute the amount of the Pro-Rata 

Pension. 

(b) "Actual employment since September 1, 1952 for which an Employer has 

contributed" to this or to a Related Pension fund shall include: 

(c) Periods of employment for which the Employer was obligated by its 

Written Agreement to contribute, even though such contributions were not 

actually paid; 

( d) Periods of employment after September 1, 1952 but before the Employer 

became obligated to contribute to the Pension Fund, provided the 

employment was in a job classification subsequently covered by an 

obligation on the Employer to contribute; but only to an extent that the 

provision of such Pension Plan granted pension credit for such prior 

periods; 
CK197

(a) Pro-Rata Pension Amount. The amount of the Pro-Rata Pension shall be 

determined as follows: 

(1) First, the amount of pension as of January 31, 2010 to which the 

Employee would be entitled under this Plan based on all Combined 

Service Credit through January 31, 2010 shall be determined 

( except however, that any increase in benefits by this Fund after 

January 1, 1986 shall not be included in the amount described in 

this subsection for an Employee · who last worked under the 

jurisdiction of and is retiring from a Related Plan), then 

(2) The amount of service credit earned with this Plan between 

September 1, 1952 and January 31, 2010, shall be divided by the 

total amount of Combined Service Credit through January 31, 2010 

earned by the Employee since September 1, 1952 then 

(3) The fraction so determined in (2) shall be multiplied by the 

pension amount determined in (1) above and then added to any 

accruals earned on or after February l, 2010 from this Plan, which 

shall be considered the Pro-Rata Pension amount payable by this 

Plan. 

( 4) The resulting benefit amount shall be rounded off to the next 

higher multiple of fifty cents. 

(5) Any credits earned from a Related Plan after January 31, 2010 

shall not be used for the purpose of calculating a Pro Rata Pension, 

but only to determine eligibility under Section 8.4 above. 

(b) "Actual employment since September 1, 1952 for which an Employer has 

contributed" to this or to a Related Pension fund shall include: 

(1) Periods of employment for which the Employer was 

obligated by his Written Agreement so to contribute, even though 

such contributions were not actually paid; 

(6) (2) Periods of employment after September 1, 1952 but before 

the Employer became obligated to contribute to the Pension Fund, 

provided the employment was in a job classification subsequently 

covered by an obligation on the Employer so to contribute; but 

only to the extent that the provision of such Pension Plan grant 

pension credit for such prior periods; 

8.6(b) 

Replace 

If in a particular Pension Quarter an Employee has not had a sufficient number of 

days ( or other contribution unit) of Covered Employment to be credited with that quarter 
CK198

as Pension Credit from this Fund, but he would have sufficient credit if his days (or other 

contribution unit) of employment under the coverage of a Related Pension Plan were 

combined with those in Covered Employment, he shall be credited with that quarter as a 

quarter of Combined Pension Credit. 

With 

If in a particular Pension Quarter an Employee has not had a sufficient number of 

days of Covered Employment to be credited with that quarter as Pension Credit from this 

Fund, but he would be so credited if his days of employment under the coverage of a 

Related Pension Plan were also counted as if they were days of covered Employment, he 

shall be credited with that quarter as a quarter of Combined Pension Credit. 

8.8 

Replace entire 8.8 

HONORING OF PENSION CREDITS 

The Trustees shall credit quarters of Related Pension Credit on the basis of the 

rules, procedures and/or determinations made by the Related Plan under which the 

relevant employment occurred. 

HONORING OF PENSION CREDITS 

The Trustees shall credit quarters of related Pension Credit on the basis on which 

those quarters of credit have been credited under the Related Plan under which the 

relevant employment occurred. 

8.9 

Replace entire 8. 9 

The Related Pension Plans which have reciprocal agreements with this Fund are 

those identified or associated with the following Teamster Local Unions: 27, 138, 202, 

282,478, 560,617,641; 701,707,804,814,816,824,851 and Local Union 1730 of the 

ILA. 

Reciprocal Funds 

The pension funds which have reciprocal agreements with Local 807 are those 

identified with the following Teamster Local Unions: 27, 138, 202, 282, 478, 560, 617, 

641, 701, 707,804,814,816,824, 851 and Local Union 1730 of the ILA. 
CK199

9.8 

Replace entire 9.8 

PARTIAL PENSION AMOUNT 

The amount of the Partial Pension shall be determined as follows: 

(a) The amount of pension to which the Employee would be entitled under this Plan 

taking into account his Combined Service Credit (as if all such credit was earned 

while under this Plan) shall be determined, then 

(b) The amount of service credit earned with the Plan since January I, 1955, shall be 

divided by the total amount of Combined Service Credit earned by the Employee 

since January I, 1955, then 

(c) The fraction so determined in (b) shall be multiplied by the pension amount 

determined in (a) (the Pro-Rata Portion). The amount of the Pro-Rated Portion 

shall then be added to any benefit accrued after February 1, 2010 pursuant to 

Sections 3.2(b)-(d) above. The total sum shall constitute the amount of the Partial 

Pension. 

PARTIAL PENSION AMOUNT 

Partial Pension Amount. The amount of the Partial Pension shall be determined as 

follows: 

( a) First, the amount of pension as of January 31, 2010 to which the Employee 

would be entitled under this Plan based on all Combined Service Credit 

through January 31, 2010 shall be determined , then 

(b) The amount of service credit earned with this Plan between January 1, 1955 

and January 31, 2010, shall be divided by the total amount of Combined 

Service Credit through January 31, 2010 earned by the Employee since 

January 1, 1955 then 

(c) The fraction so determined in (b) shall be multiplied by the pension amount 

determined in (a) above and then added to any accruals earned on or after 

February 1, 2010 from this Plan, which shall be considered the Partial 

Pension amount payable by this Plan. 

( d) The resulting benefit amount shall be rounded off to the next higher 

multiple of fifty cents. 

( e) Any credits earned from a Related Plan after January 31, 2010 shall not be 

used for the purpose of calculating a Partial Pension, but only to determine 

eligibility under Section 9.5 above. 
CK200

NOW, THEREFORE, the Trustees adopt the above Amendment to the Rules and 

Regulations effective as of January 23, 2019. 

THONYST 

LUIS HERRERA 

Union Trustee 

RO~ErtT HOLDEN 

Employer Trustee 

f:\local 807\2002 amendments to health, pension & profit sharing plans\amendment to rules and regulations of the pension plan 1-1 S19.doc 
CK201

FIRST AMENDMENT 

TO THE 

LOCAL 807 LABOR-MANAGEMF;NT PENSION FUND 

This FIRST AMENDMENT TO THE LOCAL 807 LABOR-MANAGEMENT 

PENSION FUND (the "Plan") is made on this 29th day of June, 2018, by the BOARD OF 

TRUSTEES of the LOCAL 807 LABOR-MANAGEMENT PENSION FUND (the "Trustees"). 

WHEREAS, the Plan was most recently amended and restated as of June 1, 2013; and 

WHEREAS, Section 7 .6 of the Plan permits the Trustees to amend the Plan at any time, 

including, under subsection 7.6(c), to. amend the Plan as permitted by law if the Trustees 

determine that such amendment is necessary to maintain the Plan's financial stability; and 

WHEREAS, to maintain such financial stability, the Trustees desire to amend the Plan's 

rules to implement a suspension of Pensioners' benefits, in connection with the Trustees' 

application for Treasury Department approval of such suspension under Section 201 of the 

Multiemployer Pension Reform Act of 2014, 

NOW THEREFORE, BE IT RESOLVED, that the Plan, as amended and restated 

effective as of June 1, 2013, is hereby further amended as follows: 

1. Effective May 1, 2019, new Article XII is added to the Plan at the end thereof to read as 

follows: 

"ARTICLE XII-SUSPENSION OF BENEFITS 

12.1 GENERAL RULES 

(a) Monthly pension benefit payments of any type under the Plan payable to any 

Pensioner or Beneficiary who is in pay status as of May 1, 2019, will be 

reduced by 39.5% as of that date. 

(b) Monthly pension benefit payments of any type under the Plan, which are 

being made to any person who first enters into pay status and first becomes a 

Pensioner or Beneficiary receiving payments after May 1, 2019, and which 

are attributable to benefits earned under the Plan as of May 1, 2019, will be 

reduced by 39.5% as of the date on which he or she first enters into pay status, 

with the reduction applied to payments made in the form in which the pension 

is to be paid. 

( c) In the case of any Participant whose monthly pension benefit payments are 

reduced under (b), if the Participant earned more than 25 Pension Credits at 

retirement, then following the date of the reduction, the portion of the 

Participant's monthly pension benefit associated with Pension Credits up to 25 

4815-6500-7719, v. 1 00197 
CK202

will be based on the highest 25 years of benefits accruals, including the 

benefit accruals that have been reduced by 39.5%. 

12.2 EXCEPTIONS TO THE CffiNERAL RULES/APPLICATION OF THIS 

AMENDMENT 

(a) In the case of a Pensioner or Beneficiary who is at least age 75 as of the end 

of the month in which occurs the later of May 1, 2019 or the date on which he 

or she first enters into pay status, the following shall apply: The reduction of 

such Pension~r's or Beneficiary's monthly pension benefit payments under 

Section 12.1 cannot exceed the applicable percentage of the maximum 

suspendable benefit. For this purpose, the "maximum suspendable benefit", 

with respect to any Pensioner or Beneficiary, is the amount by which his or 

her monthly pension benefit payments would be reduced under Section 12.1 

above if not for this Section 12.2(a). The "applicable percentage" is the 

percentage obtained by dividing.(i) the number of months during the period 

which begins with the month after the month in which occurs the later of May 

1, 2019 or the date on which the Pensioner or Beneficiary first enters into pay 

status, and which ends with the month during which the Pensioner or 

Beneficiary attains the age of 80, by (ii) 60. 

(b) In no event shall any reduction under Section 12.1 apply to any Pensioner who 

is receiving a disability pension benefit, or to any Pensioner of Beneficiary 

who is at least age 80 as of the end of the month in which occurs the later of 

May 1, 2019 or the date on which he or she first enters pay status. 

(c) In no event shall any Pensioner's or Beneficiary's monthly pension benefit be 

reduced below 110% of the monthly PBGC-guaranteed benefit that applies to 

such Pensioner. 

( d) No more than one reduction shall be made with respect to the monthly 

pension benefit payments of any Participant. In the case of any alternate payee 

under a Qualified Domestic 1telation_s Order (a "QDRO"), who is receiving 

payments under the QDRO at the time that a reduction under Section 12.1 

above would be made to the monthly pension benefit payments of the 

Participant covered by the QDRO, the reduction shall be applied separately to 

the payments made by the Plan to the Participant (after application of the 

QDRO) and the payments made by the Plan to the alternate payee under the 

QDRO (as ifhe or she was a Participant). The reduction made to the 

payments to the alternate payee will be subject to the limits of this Section 

12.2, as modified by Treas. Reg. Sec._1.432(e)(9)-l(d). 

4815-6500-7719, v. 1 

00198 
CK203

(e) This rules in this First Amendment will apply, notwithstanding any provision 

elsewhere in the Plan to the contrary. However, in no event shall this First 

Amendment be effective unless the Treas.ury Department issues a final 

authorization; to suspend, benefits in accordance with the applicable 

regulations, prior to May 1, 2019. 

IN WITNESS THEREOF, the Trustees have caused this FIRST AMENDMENT to the 

Plan to be executed as of the date first above written. 

EMPLOYER TRUSTEES UNION TRUSTEES . 

4815-6500-7719, V. 1 

00199 
CK204

BOARD OF TRUSTEES LOCAL 807 LABOR 

MANAGEMENT PENSION PLAN 

32-43 49TH STREET 

LONG ISLAND CITY, NY 11103 

17007033086015 

Person to Contact: 

DAVIDE. DIXON 

Contact Telephone Number: 

(513) 263-3561 

Plan Name: 

ID# 31040 

LOCAL 807 LABOR MANAGEMENT PENSION 

PLAN 

Plan Number: 002 

Dear Applicant: 

Based on the information you provided, we are issuing this favorable 

determination letter for your plan listed above. However, our favorable 

determination only applies to the status of your plan under the Internal 

Revenue Code and is not a determination on the effect of other federal or local 

statutes. To use this letter as proof of the plan's status, you must keep this 

letter, the application forms, and all correspondence with us about your 

application. 

Your determination letter does not apply to any qualification changes that 

become effective, any guidance issued, or any statutes enacted after the dates 

specified in the cumulative List of Changes in Plan Requirements (the 

Cumulative List) for the cycle you submitted your application under, unless the 

new item was identified in the Cumulative List. 

Your plan's continued qualification in its present form will depend on its 

effect in operation (Section 1.401-l(b) (3) of the Income Tax Regulations}. we 

may review the status of the plan in operation periodically. 

You can find more information on favorable determination letters in Publication 

794, Favorable Determination Letter, including, 

The significance and scope of reliance on this letter, 

The effect of any elective determination request in your application 

materials, 

The reporting requirements for qualified plans, and 

Examples of the effect of a plan's operation on its qualified status. 

You can get a copy of Publication 794 by visiting our website at 

www.irs.gov/formspubs or by calling 1-800-TAX-FORM (l-800-829-3676) to request 

a copy. 

This determination letter applies to the amendments dated on 

10-1-12 & 8-8-11 . 

This determination letter also applies to the amendments dated on 

Letter 5274 

00238 
CK205

L<=u11::u.Lcu amenament:. eye.le that ends more than 12 months after we received the 

application. This letter expires on January 31, 2020. This letter considered 

the 2013 cumulative List of Changes in Plan Qualification Requirements. 

The information on the enclosed addendum is an integral part of this 

determination. Please be sure to read it and keep it with this letter. 

If you submitted a Form 2848, Power of Attorney and Declaration of 

Representative, or Form 8821, Tax Information Authorization, with you·r 

application and asked us to .send your authorized representative or appointee 

copies of written communications, we will send a copy of this letter to him or 

her. 

If you have any questions, you can contact the person listed at the top of this 

letter. 

Sincerely, 

Karen D. Truss 

Director, EP Rulings & Agreements 

Addendum 

Letter 5274 

00239 
CK206

LOCAL 807 LABOR-MANAGEMENT 

HEALTH & PENSION FUNDS 

TEL (718) 274-5353 32-43 49TH STREET LONG ISLAND CITY, NEW YORK 11 103 FAX (718) 728-4413 

UNION TRUSTEES 

John Sullivan 

Anthony Storz 

Luis Herrera 

FUND ADMINISTRATOR 

Teresa Casanova 

EMPLOYER TRUSTEES 

John Zak 

Scott Little 

Robert Holden 

LOCAL 807 LABOR-MANAGEMENT PENSION FUND 

SUMMARY OF MATERIAL MODIFICATION TO 

THE SUMMARY PLAN DESCRIPTION 

We are providing you and your family with this notice to inform you of a change to the Summary 

Plan Description ("SPD") for the Local 807 Labor-Management Pension Fund (the "Fund"). This 

change was made so that the SPD more accurately explains the Fund's rul es for work in 

Disqualifying Employment after Normal Retirement Age, as reflected the Fund's Rules and 

Regulations. 

Effective July 1, 2019, the SPD at page 16 under the title "About Retirement and Suspension of 

Benefits" is amended to read as follows: 

"Totally Disqualifying Employment After Normal Retirement Age 

After you reach Normal Retirement Age, your pension will be suspended only for months 

in which you work in or are paid for at least 40 hours of "Totally Disqualifying 

Employment". "Totally Disqualifying Employment" means employment or selfemployment in an industry and in a geographic area that were covered by the Plan when 

your pension payments began, and in any occupation in which you worked under the Plan 

or which was covered by the Plan when you pension payments began. " Industry covered 

by the Plan" means work in the trucking, moving and general warehousing industry, and 

any other industry or business, trade and/or craft in which employees covered by the Plan 

were employed and acquired Pension Credit at the time of your retirement. The geographic 

area covered by the Plan includes New York, portions of the New York metropolitan area 

in New Jersey and Connecticut, and any other areas covered by the Plan at the time of your 

retirement. It also includes any area covered by a plan which forwarded contributions to 

the Plan under a reciprocal agreement that was in effect when your pension payments began 

if you accrued benefits from the Plan based on those contributions. However, your pension 

must begin to be paid, even if you work in Totally Disqualifying Employment, by your 

Required Beginning Date. Your Required Beginning Date under the Plan is the April 1st 

of the calendar year following the year in which you reach the age of 70 1⁄2." 

You should keep this Notice together with your Summary Plan Description at all times. The two documents should 

be read together for an accurate depiction of your current plan benefits. If you have any questions, contact the 

Pension Fund. 

Plan Sponsor: Board of Trustees of Local 807 Labor-Management Pension Fund 

Sponsor's EIN # : 51-609911 l Plan Number: 002 Plan Year: September l to August 31 
CK207

INTERNAL REVENOE SERVICE: 

P . 0. BOX 2508 

CINCINNATI, OH 45201 

JAN 2 9 2016 

IJate: 

BOAAD OF' TRUSTEES LOCAL 807 LABOR 

MANMEMENT PENSION PLAN 

c/o HERBERT NEW & DAVID NBW p C 

DAVID W NEW 

1129 BLOOMFIELD AVE STE 215 

WEST CALDWE:LL, NJ 0700G 

Dear Applicant: 

DEPARTMENT OF THE TREASURY 

Employer Identification Number: 

51-6099111 

DLN: 

17007033086015 

Person to Contact : 

DAVID ~ - DIXON 

Contact Te1epbone Number: 

(Sl3! 263-3561 

Plan Name: 

IDII 31040 

LOCAL 807 LABOR MANAGEM!i:N'r PENSION 

PLAN 

Plan Number: 002 

Based on the information you provided, we are i••uing this favorable 

determination letter for your plan listed above . However, our favorable 

determination only applies to the status ot your plan under the Internal 

Revenue Code and ia not a determination on the effect of other federal or local 

statutes. To use this letter as proof of the pl~n•s status, you must keep this 

letter, the application forms, and all correspondence with ue about your 

application. 

Your determination letter does not apply to any qualification changes that 

become effective, any guidance issued, or any statute~ enacted after the dates 

specified in the Cumulative List of ChAnges in Plan Requirements (the 

cumulative List ) for the cycle yo~ submitted your applicati on under, unless the 

new item was identified in the cumulative List. 

Your plan's continued qualifi cation in its present form will depend on its 

effect in operation (Section 1.,01- l(b) {JJ of the Income Tax Regulations). we 

may review the status of the plan in operation periodically. 

You can find more information on favorable determination letters in Publication 

794, Favorable Determination ~tter, including: 

The significance and scope of reliance on this letter, 

The effect of any elective dete:nnination request in your application 

materials, 

The reporting requirements for qua l i fied plana, and 

Examples of t he effect of a p l an's operation on it~ qualified status. 

You can get a copy o f Publication 19, by visiting our website at 

www .ira.gov/fo:rmspubs or by calli ng 1-800 -TAX-FORM (1 - 800-829-3676) to request 

a copy . 

This determination letter applies to the ame ndmenta dated on 

10 - 1 - 12 & B-8-11. 

This determination letter also applie~ to the amendments dated on 

Letter 5274 
CK208

-2 - , 

BOA.RD OF TRUSTEES LOCAL 807 LABOR 

l.- l - 10 . 

You can't rely on this letter after the end of the plan' s first five- year 

remedial •~~ndment cycle that ends more tb&n 12 months after we received the 

application. This letter expires on January 31, 2020 . This letter considered 

the 2013 Cumulative Liat of Changes in Plan Qualification Requirements . 

The information on the enclosed addendum is an integral pa rt o f this 

determination. Please be sure to read it iLild keep it with this letter. 

rf you submitted a Form 2848, Power of Attorney and Declaration of 

Representative, or Form 8821, Tax Intormation Authorization, with your 

application and asked UM to aend your authorized representati ve or appoi nt e e 

copies of written communicationB, ve will send a copy of this letter t o hi m or 

her. 

If you have any questions, you can contact the person listed at the top of thi s 

letter. 

Sincerely, 

Karen D. Truss 

Director, EP Rulings & Agreements 

Addendum 

~tt er 5274 
Letter 527~ 
CK210

LOCAL 807 

LABOR - MANAGEMENT 

PENSION PLAN 

SUMMARY PLAN DESCRIPTION 

2016 

Local 807 Labor-Management Benefit Funds 

32-43 49th Street 

Long Island City, New York 11103 
CK211

LOCAL 807 LABOR-MANAGEMENT PENSION FUND 

32-43 49th Street 

Union Trustees 

Mr. John Sullivan 

President 

Loca l Union No. 807, I.8.T. 

32-43 49th Street 

Long Island City, NY 11103 

Mr. Anthony Storz 

Secretary-Treasurer 

Local Union No. 807, I.B.T. 

32-43 49th Street 

Long Island City, NY 11103 

Mr. Luis Herrera 

Vice-President 

Local Union No. 807, I.B.T. 

32-43 49th Street 

Long Island City, NY 11103 

Long Island City, NY 11103 

Phone: (718) 274-5353 

Fax: (718) 956-6369 

F UND MANAGER 

Alfred Fernandez 

F UND CO-COUNSEL 

New & Karfunkel, PC 

Cary Kane, LLP 

CONSULTANTS AND A CTUARJ ES 

The Segal Company 

F UND A CCOUNT Al'IT 

Schultheis & Panettieri 

BOARD OF TRUSTEES 

Employer Trustees 

Mr. John Zak 

CEO 

A irweld, Inc. 

94 Marine Street 

Farmingdale, N Y I 1735 

Mr. Antho ny Zapulla 

McKinney Welding Supply Co., Inc. 

535 West 52nd Street 

New York, N Y 10019 

Mr. Allen Swerd lick 

Kamco Supply Corporation 

80 2 1

st Stfeet 

Brooklyn, NY I 1232 
CK212

May,2016 

Dear Participant: 

We are pleased to provide you with this booklet summarizing the provisions of the Local 807 

Labor-Management Pension Fund (the "Plan"). The Plan is a defined benefit plan, designed 

to pay you benefits at your retirement. 

This booklet describes the main features of the Plan and is called a Summary Plan 

Description ("SPD"). As you look through it, you will learn how and when you can become a 

participant in the Plan, how you earn credit for a pension benefit, the forms of benefits 

available under the Plan and when they are payable, and the circumstances under which you 

can lose credit that you have earned towards a pension benefit. 

To make this information as clear as possible, every effort has been made to write this SPD 

in a plain, straightforward manner. Please read this SPD carefully and show it to your family. 

It is important for your family to be aware of the benefits available to you under the Plan, 

including the Plan's survivor protection features. 

In translating from legal language to everyday English, we have done our best to explain 

everything correctly. However, this SPD is not a substitute for the official Plan documents 

and does not change or otherwise alter the terms of the Plan. If there are any discrepancies 

between this SPD and the Plan documents, the language of the Plan documents is controlling 

in all cases. The Plan rules and regulations, and other official Plan documents, such as the 

trust agreement under which the Plan was established and applicable collective bargaining 

agreements, are available for your inspection at the Plan Office. 

You may direct any questions you may have about your benefits to the Office of the Plan's 

Fund Manager. 

Sincerely, 

The Board of Trustees 
CK213

Table of Contents 

INTRODUCTION .......................................................................................................................... 1 

PARTICIPATION IN THE PLAN .............................................................................................. 2 

REHABILITATION PLAN .......................................................................................................... 3 

Benefits Under the Rehabilitation Plan ................................................................................. 3 

YOUR PENSION BENEFITS ...................................................................................................... 4 

Regular Pension ...................................................................................................................... .4 

Early Retirement Pension ....................................................................................................... 6 

Deferred Vested Pension ............... ........... : ... ............................................................. .............. 7 

Pro-Ra ta Pensions and Partial Pensions ................................................................................ 7 

PENSION CREDIT AND VESTING SERVICE ........................................................................ 8 

Pension Credit ................................ .. ... .......................................................... ...... ..................... 8 

Earning Pension Credit During the Contribution Period .... ................................................ 8 

Earning Pension Credit Prior to the Contribution Period ................... ................................ 9 

Credit for Non-Work Periods ................................................................................................. 9 

Vesting Service ....................................................................................................................... I 0 

BREAKS IN SERVICE ............................................................................................................... 11 

Can You Lose Pension Credit and Years of Vesting Service? ........................................... 11 

One-Year Break in Service ................................................................ ................................... I I 

Grace Periods ............................................................. ............................................................ 11 

Permanent Break in Service ................................................................................................. I 2 

FOR.l\1S OF PAYMENT ............................................................................................................. 13 

How is Your Pension Benefit Paid? ............................... ....................................................... I 3 

Husband & Wife Pension at Retirement ........................... ....................................... ....... .... l 3 

Single Life Annuity Pension at Retirement ......................................................... ................ 14 

Pre-Retirement Death Benefits ............................................................................................. 14 

Lump Sum Payments ............................................... ................................ .............................. 14 

Direct Rollovers ........................................................... .. ......................................................... I 5 

ABOUT RETIREMENT AND SUSPENSION OF BENEFITS .............................................. 16 

What is Retirement? ............................................................. , ....................................... ......... 16 

What is Suspension of Benefits? ..................................... ...................................................... 16 

Disqualifying Employment Before Normal RetireH1ent Age .. ........................................... 16 

Disqualifying Employment After Normal Retirement Age ........................... ... .. ............... 16 

What Happens if You Were Paid Pension Benefits While You Were Working 

in Disqualifying Employment? ....................................................................................... 17 

Who Should You Notify if You Work in Disqualifying Employment? ............. ................ 17 

Can You Return to Work in a Job That is Not Considered Disqualifying 

Employment? ............................. ................................................ ....................................... 17 
CK214

When Will My Pension Benefit Payments Begin After They Have Been 

Suspended? ....................................................................................................................... 17 

APPL YING FOR BENEFITS .................................................................................................... 18 

Filing an Application ............... .............................................................................................. 18 

If Your Application is Denied ............................................................................................... 18 

Trustees Authority ................................................................................................................. 19 

Receiving Your Pension Benefit ........................................................................................... 19 

Non-Assignment of Benefits .................................................................................................. 20 

WHAT HAPPENS IF THE PLAN TERMINATES? ............................................................... 21 

Pension Benefit Guaranty Corporation (PBGC) ................................................................ 21 

YOUR RIGHTS UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY 

ACT (ERISA) ......................................................................................................................... 22 

Receive Information About Your Plan and Benefits .......................................................... 22 

Prudent Actions by Plan Fiduciaries .................................................................................... 22 

Enforce Your Rights .............................................................................................................. 22 

Assistance with Your Questions ........................................................................................... 23 

ADMINISTRATIVE INFORMATION ..................................................................................... 24 
CK215

Introduction 

The "Plan" is maintained under collective bargaining· agreements between certain employers and Truck 

Drivers Local Union No. 807, affiliated with the International Brotherhood of Teamsters (the "Union"). 

These agreements require the employers to contribute to the Plan on behalf of their employees covered 

by the collective bargaining agreements. Each such employer is referred to in this SPD as a 

"Contributing Employer." The Plan is completely financed by contributions from Contributing 

Employers. You pay nothing. 

You may participate in the Plan if you work for a Contributing Employer or for this Plan, the Local 807 

Labor-Management Health Fund, the Local 807 Annuity Fund, or the Union. Under some 

circumstances, you may participate in the Plan if you are a leased employee. Such employment is 

referred to as "Covered Employment." Upon written request, the Plan Office will provide you with 

information as to whether an employer is a Contributing Employer under the Plan. When this booklet 

refers to "you," it assumes that you are an employee covered by the Plan. 

The Plan is administered exclusively by a Board of Trustees (the "Trustees") consisting of 

representatives of the Union and of the Contributing Employers. The Union Trustees and the Employer 

Trustees have equal voting rights and serve without compensation. The Trustees have the sole power 

and discretionary authority to construe and interpret the terms of the Plan, and no individuals have any 

authority to interpret the Plan (or other applicable documents) or to make any promises to you about it, 

including any claim for benefits. 

The Plan has been determined to be tax-qualified by the Internal Revenue Service. The contributions 

made by Contributing Employers are held in a trust fund (the "Pension Fund") established for the 

purpose of paying benefits provided under the Plan. 

Local 807 Labor-Management Pension Plan 
CK216

Participation in the Plan 

You will become a participant in the Plan on.the earliest February I or August I following completion 

of the first 12-consecutive-month period during which you have completed at least 1,000 Hours of 

Service in Covered Employment. 

You may also complete the required 1,000 Hours of Service if you perform no n-covered work for your 

Employer on a continuous basis with your Covered Employment with the same Employer. Covered 

Employment is employment with an Employer who is required to make contributions to the Plan. 

If you fail to complete at least 1,000 Hours of Service during the first 12-consecutive-month period 

referenced above, you will become a participant no later than the earlier of February I st or August I st 

after the close of the following Plan Credit Year in which you complete at least 1,000 Hours of Service, 

beginning with the first Plan Credit Year after the date you complete one Hour of Service. The Fund's 

Plan Credit Year is February I st to January 31 st

. 

You will rema in a partic ipant unless you have a Break in Service, which will occur in any Plan Credit 

Year in which you fail to complete 250 Hours of Service in Covered Employment. A Plan Credit Year is 

the period from February 1 through the fo llowing January 3 1. The Break in Service rules a re more 

completely discussed beg inning on page 12 of the SPD. However, if you retire or are fully vested in 

your benefit, your participation in the Plan will not be interrupted. 

If you do have a Break in Service, but later return to Covered Employment, you w ill resume 

participation in the Plan after you have completed at least 1,000 Hours of Service during the first twe lveconsecutive-month pe riod following the Plan Credit Year (February I - January 3 1) during which your 

participation terminated. Your participation will be retroactive to the date of the first Hour of Service 

you earned following re-employment. 

If you were a member of Local 282 who was transferred to Local 807 under the decision of the General 

Executive Board of the Inte rnational Brotherhood of Teamsters, you have the same benefits, rights and 

privileges as all other participants under this Plan. 

2 Local 807 Labor-Management Pension Plan 
CK217

Rehabilitation Plan 

As you know, the Local 807 Management-Labor Pension Fund was certified in critical status by the 

Fund's actuary as of September 1, 20 l 0. This is due to many fac tors, including, but not I imited to, a 

decline in union employers in the industries covered by the Local 807 Fund and poor economic 

conditions, especially large losses in 2008. As required by law, the Board of Trustees adopted a 

Rehabilitation Plan on October 16, 2012 that provides for increases in employer contributions and 

reductions in benefits in order to improve the financial health of the Plan. 

Benefits Under the Rehabilitation Plan 

The following benefits were reduced or eliminated under the terms of the Rehabilitation Plan: 

• The amount of the Early Retirement Pension was reduced to be the actuarial equivalent of the benefit 

payable at age 65. 

• The Service Pension and Disability Pension were eliminated. 

• The 60-month guarantee of pension payments was eliminated. If you elect a single-life annuity, no 

additional benefits will be payable after your death, despite the length of time you were retired. 

• The factors for determining the amount of the 50% or 75% Husband & Wife Pension have been 

changed to be the actuarial equivalent of the single-life annuity. 

• Pre-Retirement Death Benefits - if you are not married and you die before retirement, no benefit will 

be payable to any beneficiary. 

• The $ 1,000 Pension Death Benefit was eliminated. 

Spouse's Benefit. If you are married when you retire, you may elect a 50% or 75% Husband & Wife 

Pension that provides a survivor's benefit for your spouse. 

If you are married and die prior to retirement, your surviving spouse will still be eligible for a PreRetirement Surviving Spouse Pension. 

1 n addition to the above benefit changes, the benefit you earn for credits earned after January 3 I, 2012 

will be based on a different formula. For each Plan Credit Year beginning on or after February I, 2012 

that you work at least 250 hours, your benefit will be the lesser of: 

I. I% of the product of: (A) the number of hours for which contributions are due on your behalf in a 

Plan Credit Year times (B) the contribution rate in effect for your employer on August 3 I, 201 I, or 

2. The benefit level that was in effect under the Plan on September I, 2011 , multiplied by the Pension 

Credit earned in the Plan Year. 

Local 807 Labor-Management Pension Plan 3 

.. 
CK218

Your Pension Benefits 

There are four types of retirement benefits provided under the Plan: 

• Regular Pension 

• Early Retirement Pension 

• Deferred Pension 

• Pro-Rata Pension 

Regular Pension 

You are eligible to retire on a Regular Pension when you have reached Normal Retirem'ent Age (i.e., the 

later of age 65 or your age on your fifth anniversary of participation). 

The monthly amount of the Regular Pension is the total of the benefit you had earned as of January 3 1, 

20 I 0, plus the benefit you earn for each Plan Credit Year beginning on or after February I, 20 I 0. A Plan 

Credit Year is the period from February l through January 31. These benefit amounts are determined as 

follows: 

Bene.fit Amount Accrued as of January 31, 2010 

Your monthly benefit amount accrued as of January 31, 20 l O is calculated based on the contrition rate in 

effect as of January 31 , 2010, or, if earlier, the date you stopped working in Covered Employment. 

For the period before February 1, 20 I 0, if you worked under a collective bargaining agreement that 

provided for contributions by your employer at the Defined Rate, and you worked in Covered 

Employment on or after May 1, 200 I, your monthly benefit amount as of January 31, 20 10 is equal to: 

• $ I 65 .00 times the number of Pension Credits you earned, up to a maximum of 25 Pension Credits 

PLUS 

• $20.49 times the number of Pension Credits yo u earned in excess of 25 Pension Credits. 

The "Defined Rate" is any contribution rate that is $4.315 per hour or above. If your employer was 

making contributions on your behalf at the Defined Rate, and you worked in Covered Employment on or 

after May I, 2001 , your pension as of January 31, 2010 will be determined based on the benefit leve l 

above. 

If you did not work in Covered Employment on or after May 1, 2001, your benefit level will be based on 

the Plan in effect at the time you stopped working in Covered Employment. If, during the period before 

February 1, 20 IO you did not work under a collective bargaining agreement that provided for 

contributions by your employer at the Defined Rate, your benefit level will be determined based on the 

rate at which your employer was required to contribute to the Plan as of January 3 1, 20 I 0. Benefit levels 

for rates below $4.315 range from $2.06 to $ 164.96 per month for each of the first 25 Pension Credits 

and $0.30 to $20.48 per month for each Pension Credit in excess of 25. 

4 Local 807 Labor-Management Pension Plan 
CK219

If you worked under an agreement requiring contributions at a "Non-Defined Rate," or you stopped 

working in Covered Employment prior to May I, 2001, the Fund Office will, upon request, provide you 

with information on the amount of your benefit. 

Benefit Amount Accrued/or Plan Credit Years from February 1, 2010 through 

January 31, 2011 

For the two Plan Credit Years beginning February 1, 2010 and February 1, 2011, the benefit level will 

be determined based on the contribution rate that your employer made on your behalf under the terms of 

the collective bargaining agreement. The accrual added to your monthly pension benefit for each of 

those two Plan Credit Years will be based on the highest contribution rate that was made on your behalf 

for at least 250 hours during the Plan Credit Year. 

Benefit Amount Accrued for Plan Credit Years beginning on or after February 1, 2012 

For each Plan Credit Year beginning on or after February 1, 2012, your monthly benefit is equal to the 

lesser of: 

• I% of the product of: (A) the number of hours for which contributions are due on your behalf in a 

Plan Credit Year (minimum of 250 hours) times (B) the contribution rate in effect for your Employer 

on August 31, 2011, or 

• The benefit level that was in effect under the Plan on September 1, 2011 , multiplied by the Pension 

Credit earned during such Plan Credit Year. 

For example: Suppose you are age 65 and you retire on February 1, 2015, with 25 Pension Credits, and 

you had worked under the Defined Rate. Your monthly benefit would be determined as follows: 

• Your had earned 20 Pension Credits as of January 31 , 2010, so the first part of your benefit will be 

$3,300 (20 x $ I 65.00) 

• You had earned one Pension Credit in the year ending January 3 1, 201 1 and one Pension Credit in 

the year ending January 3 1, 2012, for an additional $330.00. (2 x $165) 

• For each of the three Plan Credit Years from February I, 20 12 through January 31, 2015, your 

employer's contribution rate was $7.215, and the number of hours you worked were different in each 

year. 

The amount of yo ur pension will be $3,954.68, which is the total of: 

• Benefit as of January 3 I, 20 I 0: $3,300.00 

• Benefit for year ending January 3 1, 20 I I : 

• Benefit for year ending January 31, 2012: 

• 1500 Hours worked 2/ 1/20 12 - I /3 l /20 t 3: 

Local 807 Labor-Management Pension Plan 

$165.00 

$165.00 

1,500 X $7.2 15 X 1% = $108.23 

(which is less than $ 165 times 1 Pension Credit) 

5 
CK220

• 1000 Hours worked 2/ 1/2013 - 1/3 1/2014: 

• 2000 Hours worked 2/ l /2014 - I /3 1/2015: 

• Total Monthly Pension 

Early Retirement Pension 

1000x$7.215x 1% = $72. 15 

(which is less than $165 times I Pension Credit) 

2000 X $7.215 X ]% = $144.30 

(which is less than$ I 65 times I Pension Credit) 

$3,954.68 

You are eligible to retire on an Early Retirement Pension if you are at least 55 years old and have earned 

at least 15 Pension Credits. 

The amount of your Early Retirement Pension will be a percentage of your Regular Pension amount, and 

is the actuarial equivalent of the amount that would have been payable at age 65. This percentage is 

based on your age at the time your Early Retirement Pension begins, according to the following 

schedule: 

Age Percentage of 

Regular Pension 

55 36.59% 

56 40.1 2% 

57 44.07% 

58 48.48% 

59 53.43% 

60 58.99% 

61 65.26% 

62 72.35% 

63 80.39% 

64 89.54% 

For example: Suppose you are age 62 when you retire on February I, 2015, and you had earned 25 

Pension Credits as in the example above. Your monthly benefit would be reduced for early payment, and 

would be a percentage of your Regular Pension, determined as fo llows: 

• Because you are age 62, your Early Retirement Pension amount w ill be 72.35% of the Regular 

Pension amount, determined as follows: 

0 $3,954.68 X 72.35% = $2,86 J.2 J 

o In this example, the monthly Early Retirement Pension would be $2,861 .2 1. 

6 Local 807 Labor-Management Pension Plan 
CK221

Deferred Vested Pension 

You become entitled to a Deferred Pension if you have attained Vested Status, you are at least 65 years 

old, and you have at least five Pension Credits. Deferred Vested Pensions are for those participants who 

have left Covered Employment some time prior to retirement. 

You attain Vested Status when you have earned five Years of Vesting Service, provided you completed 

at least one Hour of Service on or after 1997, or if you have reached Nonna! Retirement Age while you 

are a Participant in the Plan. Your Normal Retirement Age is age 65 or the fifth anniversary of your 

participation in the Plan. 

The amount of your Deferred Vested Pension will be calculated in the same manner as a Regular 

Pension, based on the fonnula in effect at the time you last worked in Covered Employment. It is 

payable at Normal Retirement Age or as early as age 55, if you meet the requirements for an Early 

Retirement Pension. If retiring before Normal Retirement Age, your benefit will be calculated pursuant 

to the rules for Early Retirement Pension set forth above. 

Pro-Rata Pensions and Partial Pensions 

If you have not earned sufficient credit under this Plan to be eligible fo r a pension, but have earned 

pension credit under another plan with which the Trustees have entered into a Reciprocal Agreement, 

you may be eligible for a Pro-Rata or Partial Pension under the terms of that Reciprocal Agreement. 

Plans that have entered into a Reciprocal Agreement with this Plan are "Related Plans." 

If you worked part of the time in Covered Employment under this Plan and part of the time in work 

covered by another fund recognized by the Local 807 Fund as a Related Plan, your combined Years of 

Service will be counted for purposes of determining your eligibility for a pension. 

To become eligible for a Partial or Pro Rata Pension, you must meet all of the following conditions and 

qualify for a Partial or Pro Rata Pension from at least one other pension fund that has signed an 

agreement with this Plan: 

• You must be entitled to a Partial or Pro-Rata Pension from the fund under which you were last 

covered; 

AND 

• You must be eligibl e fo r one of the pensions provided under this Plan based on your Combined 

Pension Credits earned under this Plan and the Related Plan(s); 

AND 

• You must have two years of credit under this Plan for a Partial Pension, or you must have eight 

quarters of service credit under this Plan for a Pro-Rata Pension. 

To find out if you are eligible for a Pro-Rata Pension or a Partial Pension, you must file an app lication 

for benefits with each pension fund in which you participated during your working career. To find the 

amount of your Pro-Rata Pension, please call the Plan Office. 

Local 807 Labor-Management Pension Plan 7 
CK222

Pension Credit and Vesting Service 

The length of your Covered Employment affects the amount of your pension under this Plan in two 

important ways. The number of Pension Credits you earn determine the amount of your monthly benefit 

and your eligibility for a Regular or Early Pension. Your Years of Vesting Service determine when your 

right to receive a pension becomes non-forfeitable. This section explains how you accumulate Pension 

Credits and Years of Vesting Service, and also how you can lose Pension Credits and the Years of 

Vesting Service you have already accumulated. 

Pension Credit 

Pension Credit is accumulated in two ways: 

• Credit for Covered Employment during the Contribution Period, and 

• Credit for Covered Employment before the Contribution Period. 

The Contribution Period is the time during which your Employer contributed or was obligated to 

contribute to this Pension Plan on your behalf. Pension Credits are granted in quarter-year units. A 

Pension Quarter is defined as any period of three consecutive months starting August J 5\ November I st, 

February 1

st or May I st

. 

Earning Pension Credit During the Contribution Period 

September 1, 1950 through November 30, 1954 

One quarter of a year of Pension Credit is granted for each Pension Quarter in which you worked 36 

days or more in Covered Employment. 1 

December 1, 1954 through January 31, 1976 

One quarter of a year of Pension Credit is granted for each Pension Quarter in which you worked 25 

days or more in Covered Employment. 

1 ContributiOJlS due for non-w.ork days (such as paid sick and vacation time) count towards "days worked." 

8 Local 807 Labor-Management Pension Plan 
CK223

On or after February I, 1976 

Pension Credit is granted according to the following schedule on the basis of Hours of Service rather 

than days worked, regardless of what month they were worked: 

Hours of Service (work) 

in Plan Credit Year* 

Under 250 

250 to 499 

500 to 749 

750 to 999 

1,000 ho urs or more 

Pension Credits 

0 

1⁄4 

1⁄2 

3⁄4 

* February I through January 3 1. 

Earning Pension Credit Prior to the Contribution Period 

Pension Credit is granted prior to the Contribution Period for work in Covered Employment on the same 

basis and to the same extent as other creditable employment, subject to an actuarial review and approval 

by the Trustees. 

Credit for Non-Work Periods 

Disability 

If you do n ot earn at least 1,000 hours in Covered Employment in any Plan Credit Year due to disabi lity, 

you may receive Pension Credits at the rate of 20 hours per week, up to a maximum of 1,000 hours fo r 

that Plan Credit Year in total combined work and non-work periods, provided you had earned some 

Pension Credit prior to your disability. Pension Credit w ill be granted for periods of disability as 

fo llows: 

• For disability up to the maximum period compensated by the weekly accident and sickness benefit 

plan provided by the Local 807 Labor-Ma nagement Hea lth Fund; or 

• For disability arising from Covered Employment for a period not exceeding 12 months for each 

period of disability (that began on or after February 1, 20 I 0) which was compensated under a 

Workers' Compensation Law, provided that each period of disability is preceded by a period of time 

during which at least fou r consecutive quarters of Pension Credit were earned for work in Covered 

Employment. For disability periods that began prior to February 1, 20 10, the cap was 24 months for 

each period of d isability. 

Local 807 Labor-Management Pension Plan 9 
CK224

Military Service 

You may receive Pension Credit for military service as required by the Uniformed Services Employment 

and Reemployment Rights Act and other applicable laws, provided you apply for reemployment within 

the time required by law. Pension Credits recovered during your period of qualified military service 

shall be valued at the contribution rate in effect for the last employer for whom you worked before you 

entered military service. 

In addition, if you should die while in qualified military service, you will be granted Vesting Service, 

but not Pension Credit, for your time in military service, as though you had returned to Covered 

Employment. 

Vesting Service 

Once you have attained "Vested Status," you cannot lose your right to a pension from the Plan if you 

stop working in the industry, even if you have a Break in Service. You will be credited with one Year of 

Vesting Service for each Plan Credit Year during the contribution period, including periods before you 

became a Participant, in which you completed at least 1,000 Hours of Service in Covered Employment. 

You will also be granted Vesting Service for hours of work for a contributing employer in a job not 

covered by this Plan, provided that the employment is continuous w ith work in Covered Employment. 

Any years before a Permanent Break in Service will not be counted toward a Year of Vesting Service. 

,, 

10 Local 8D7 Labor-Management Pension Plan 
CK225

Breaks in Service 

Can You Lose Pension Credit and Years of Vesting Service? 

If you have not attained Vested Status and you have too many consecutive One-Year Breaks in Service, 

you may lose your Pension Credits and Years of Vesting Service. 

One-Year Break in Service 

A One-Year Break in Service occurs when you fail to complete at least 250 Hours of Service in Covered 

Employment in any Plan Credit Year. A One-Year Break in Service, before you have attained Vested 

Status, will have the effect of canceling your previously earned Pension Credit and Years of Vesting 

Service. 

The effects of a One-Year Break in Service can be repaired by earning one Year of Vesting Service 

before incurring a "Permanent Break in Service." In other words, if you have a One-Year Break in 

Service, and then in the next calendar year you earn one Year of Vesting Service, the credit that was 

canceled by the One-Year Break in Service will be restored. 

For example: During his first fo ur years in Covered Employment, Ted earned four Pension Credits and 

four Years of Vesting Service. During Ted's fifth year, he failed to complete at least 250 Hours of 

Service in Covered Employment, therefore incurring a One-Year Break in Service. During his sixth 

year, Ted earned one Pension Credit and a Year of Vesting Service. Because Ted earned a Year of 

Vesting Service after he incurred a One-Year Break in Service, the four Pension Credits and four Years 

of Vesting Service he earned prior to his Break in Service will be restored. 

Grace Periods 

You may be allowed a grace period in order to prevent you from incurring a One-Year Break in Service 

if your absence is due to: 

• Disability for up to 12 Pension Quarters, provided the disability is proven to the satisfaction of the 

Trustees; 

• Employment covered by a re lated plan with which this Plan has a Reciprocal Agreement or which 

has signed the Teamsters National Reciprocal Agreement; or 

• I) pregnancy, 2) the birth of your child;_ 3) placement of a child with you in connection with the 

adoption of a child, 4) care of your child immediate ly following his or her birth or placement, or 5) a 

leave under the Family and Medical Leave Act. A maximum of 50 I hours will be credited for these 

reasons. Credited hours will be applied to the Plan Year in which the absence begins if it w ill 

prevent you from incurring a One-Year Break in Service. Otherwise, they wi ll be credited to the 

following year. · 

'local 807 Labor-Management Pension Plan 11 
CK226

Permanent Break in Service 

If you have a Permanent Break in Service before y~ attain Vested Status, you lose, or forfeit, all 

previously earned Pension Credit and Years of Vesting Service. This lost Pension Credit ana Years of 

Vesting Service cannot be restored and will not be used to d~ermine vour benefit. , J 

Permanent Break in Service After February 1, 1976 

You will incur a Permanent Break in Service if your consecutive One-Year Breaks in Service including 

at least one after 1975, equal or exceed the number of full Years of Vesting Service you had earned prior 

to the Break in Service. However, after August I, 1987, you will not incur a Permanent Break in Service 

unti I you have at least five consecutive One-Year Breaks in Service. 

Permanent Break in Service Between September 1, 1950 and January 31, 1976 

You will have incurred a Permanent Break in Service if you failed to earn any Pension Credit during a 

period of twenty-one consecutive Pension Quarters. 

Permanent Break in Service Prior to September 1, 1950 

You will have incurred a Permanent Break in Service if you failed to earn any Pension Credit during a 

period of thirteen consecutive Pension Quarters. 

Under the rules of the Pian, you cannot incur a Break in Service if you have attained Vested Status. 

Therefore, if you have attained Vested Status, your Pension Credit and your Years of Vesting Service 

can never be forfeited. 

For example: Jane earned four Pension Credits and four Years of Vesting Service during the Plan Years 

1988 through 1991. Jane did not work during the next five Plan Years and then returned to Covered 

Employment in February, 1997. Since the number of consecutive One-Year Breaks in Service equals 

fi ve, Jane incurred a Permanent Break in Service. Because Jane incurred a Permanent Break in Service, 

she forfeited the fo ur years of Pension Credits and the four Years of Vesting Service that she previously 

earned. 

12 Local 807 Labor-Management Pension Plan 
CK227

Forms of Payment 

How is Your Pension Benefit Paid? 

If you are married, your benefit will be paid in the form of a 50% or 75% Husband & Wife Pension, 

unless you and your spouse reject this form of payment as described below. If you and your spouse 

reject the Husband & Wife Pensio n, you may elect to be paid in the form of a single life annuity, which 

is a monthly benefit for your lifetime only. If you are not married, your benefit will be paid as a single 

life annuity. 

Husband & Wife Pension at Retirement 

If you are married when you retire, the automatic form of payment is the Husband & W ife Pension. All 

benefits w ill be paid in this form unless properly rejected by you and your spouse, or you are not 

married. Under the Husband & Wife Pension, you will receive a reduced monthly benefit payable during 

your life. Upon your death, your spouse will receive 50% or 75% of the monthly benefit amount you 

were receiving fo r her/his lifetime, depending upon the form of payment you e lected, and provided that 

you and your spouse had been married for at least one year at the time of your death. 

Unde r the Husband & Wife Pension, the amount of your monthly benefit will be reduced to an amount 

less than if it was a single life annuity. The amount of the reduction depends on the difference between 

your age and your spouse's age at the time you begin receiving your pension benefits, and whether you 

elected the 50% or 75% Husband & Wife Pension. Your monthly benefit will be a percentage of the full 

monthly lifetime (single life annuity) benefit. 

You sho uld be aware that your benefits will automatically be paid in the form of a 50% Husband & 

Wife Pension unless you e lect another form of payment. Your spouse must consent to the rejection of 

the Husband & Wife Pension in writing and to any beneficiary you designate. The rejection and your 

spouse's consent must be witnessed by a notary public within 180 days of the commencement of your 

pension. During this 180-day period, the Trustees will provide you w ith a calculation and description of 

the 50% or 75% Husband & Wife Pension as well as the single life fo rm of payment. You will also 

receive a general explanation of the re lative value of the optional forms of payment compared to the 

normal form and a description of how much la rger your payment may be if you choose to delay your 

retirement. The Husband & Wife Pension may be waived if you cannot locate your spouse or your 

spouse's consent cannot be obtained due to extenuating c ircumstances; in these situations, you must 

submit satisfactory proof as requested by the Trustees to be determined in their sole discretion. 

To be entitled to a Husband & Wife Pension, you and your spouse must be married to each other 

throughout the one-year period ending on the earlier of the effective date of your pension or the date of 

your death. If you marry w ithin twelve months prior to your retirement, you can receive the Husband & 

Wife Pension. However, if you die before you were married for a full year, your surv iving spouse will 

not receive the survivor's pension. 

Local 807 Labor-Management Pension Plan 13 
CK228

Once your pension benefits begin, you cannot change your decision about the Husband & Wife Pension. 

If you die or become divorced after the effective date of your pension, the Husband & Wife Pension will 

remain in effect, unless a Qualified Domestic Relations Order provides otherwise. 

Single Life Annuity Pension at Retirement 

If you are single, you will receive your benefit in the form of a Single Life Annuity. If you are married, 

you may elect the Single Life Annuity only if your spouse consents to this form of payment, in writing, 

w itnessed by a notary public. 

Under this form of payment, you will receive an unreduced monthly benefit for life. Upon your death, 

no further payments will be made. 

Pre-Retirement Death Benefits 

If You are Married 

If at the time of your death you are eligible for a pension which you have not yet begun to receive, your 

spouse wi II receive a survivor's benefit for the remainder of his or her lifetime, calculated as if you had 

retired on a 50% Husband & Wife Pension on the day before your death. If you die before reaching the 

age at which you would have been eligibl e to receive a pension, your spouse will begin to receive the 

survivor's benefit when you would have reached the age at which you would have been eligible to 

receive a pension. If you had earned at least 15 Pension Credits, payments can begin to your spouse as 

early as the month fo llowing the month you would have attained age 55. If you had attained Vested 

Status, but did not earn at least 15 Pension Credits, payments to your spouse will begin the month 

following the month in which you would have attained age 65. Your spouse may elect to delay payment 

of the survivor's benefit, but payment may not be delayed later than the month in which you would have 

reached age 701⁄2. If your spouse elects to delay payment, the amount of the survivor's benefit will be 

calculated based on the age you would have been on the date benefit payments begin. 

If You are not Married 

If you have attained Vested Status and die before retirement, no benefits of any nature will be payable to 

your designated beneficiary. 

Lump Sum Payments 

If the actuarial .value of your vested accrued benefit payable under this Plan is $ 1,000 or less, the benefit 

will be paid in a single lump sum amount equal to the actuarial value of the benefit. ·. 

If the actuarial value of any benefit is greater than $ 1,000 but less than $5,000, the value of that benefit 

may be paid in a single lump sum if you consent to receive your benefit in a single lump sum. If you do 

not consent to receive your benefit in a single lump sum, the Plan may distribute your benefit amount in 

a rollover to an individual retirement account chosen by the Trustees. 

14 Local 807 Labor-Management Pension Plan 
CK229

Direct Rollovers 

You should be aware that if you or your surviving spouse receives your pension benefit in a lump sum 

or in periodic payments of less than 10 years duration, the benefit may be directly rolled over into an 

IRA or another qualified retirement plan. If it is not rolled over, the Plan must withhold 20% for 

payment of federal taxes. You w ill receive additional information on "eligible rollover distributions" 

when you apply for a benefit. 

Local 807 Labor-Management Pension Plan 15 
CK230

About Retirement and Suspension of Benefits 

What is Retirement? 

When you separate from employment, stop working in Covered Employment and begin receiving a 

pension benefit from the Plan, you are considered to be in retirement. While you are retired, you will 

receive monthly pension checks unless you engage in Disqualifying Employment. If you retain seniority 

rights or your right of recall to work, you will not be considered to be in retirement. 

What is Suspension of Benefits? 

If you work in Disqualifying Employment after you retire, your pension benefits will be suspended. You 

will not begin receiving benefits again until after you have stopped working in Disqualifying 

Employment. However, rules regarding suspension of benefits are different depending upon whether or 

not you have reached Normal Retirement Age. 

Disqualifying Employment Before Normal Retirement Age 

Before you reach Normal Retirement Age, if you work either as an employee or in self-employment in 

1) any employment in a trade, craft and/or industry within which you were employed at any time during 

which contributions were made on your behalf to the Plan; 2) any employment in an industry or 

business, trade and/o r craft in which employees covered by the Plan were employed and accrued 

benefits under the Plan as a result of such employment at the time of your retirement; 3) any 

employment as a salaried employee of Local 807 Labor-Management Health, Pension or Annuity Funds; 

4) any employment with any employer who has a written agreement with the Union; or 5) any 

employment with any employer who has a bargaining agreement with any other local of the 

International Brotherhood of Teamsters, such work will be considered Disqualifying Employment and 

your benefits w ill not be paid. 

Disqualifying Employment After Normal Retirement Age 

After you reach Normal Retirement Age, your pension wi ll be suspended only for months you work, 

either as an employee or in self-employment, for at least 40 hours in an industry and in a geographic 

area that were covered by the Plan when your pension payments began, and in any occupation in which 

you worked under the Plan or which was covered by the Plan when your pension payments began. 

" Industry covered by the Plan" means work in the trucking, moving and general warehousing industry, 

and any other industry or business, trade and/or craft in which employees covered by the Plan were 

employed and acquired Pension Credit at the time of your retirement. The geographic area covered by 

the Plan includes New York and portions of the New York metropolitan area in New Jersey and 

Connecticut. However, your pension must begin to be paid, even if you work in Disqualifying 

Employment by your required Beginning Date. Your required Beginning Date under the Plan is April I st 

of the ca lendar year following the year in which you reach age 701⁄2. 

If you need assistance in determining whether a job is considered to be Disqualifying Employment, 

please contact the Plan Office. 

16 Local 807 Labor-Management Pension Plan 
CK231

What Happens if You Were Paid Pension Benefits While You Were Working in Disqualifying 

Employment? 

If you were paid a benefit during any month in which your benefits should have been suspended under 

the above rules, the Plan will deduct that amount from your future benefit payments once your payments 

from the Plan resume. If you die before the Plan can recoup the entire amount of payments made while 

you worked in Disqualifying Employment, the benefit payments to your surviving spouse or beneficiary, 

if any, are subject to deduction until recoupment for the overpayment is completed. 

Who Should You Notify if You Work in Disqualifying Employment? 

It is your responsibility to inform the Plan Office, in writing, within 30 days after you begin working in 

any type of work that may be Disqualify ing Employment even if you are working less than 40 hours a 

month. You must also info rm the Plan Office when your Disqualifying Employment has ended, so that 

your pension payments may resume. If you believe that your benefits were suspended in error, you have 

the right to request a review of the decision to suspend your benefits. You can also request a review of 

the Trustees' determination that your employment was disqualifying. 

Can You Return to Work in a Job That is Not Considered Disqualifying Employment? 

Yes. You may work in any capacity, that is not considered Disqualifying Employment and not incur a 

suspension of benefits. 

When Will My Pension Benefit Payments Begin After They Have Been Suspended? 

After you inform the Plan Office that your Disqualifying Employment has ended, your pension 

payments will resume no later than the third month after the last month that your benefit was suspended. 

Local 807 Labor-Management Pension Plan 17 
CK232

Applying for Benefits 

Filing an Application 

To make sure your benefit payments are not delayed, you must file an application at least one month 

before the date you want benefit payments to begin. The rules of the Plan require that your application 

be filed in advance and you are urged to file as soon as you decide on your intended retirement date. 

Early filing will avoid delay in the processing of your application and payment of benefits. Application 

forms are available from the Plan's Office. 

The Plan's Office will notify you of the decision on your application within 90 days of receiving it. 

Under special circumstances, you may be notified in writing that an additional 90-day extension may be 

needed to process your application and the reason needed for the extra time. You will be notified if 

additional information or material is needed to process your application. ALL INFORMATION 

REQUESTED BY THE PLAN OFFICE MUST BE FURNISHED IN ORDER TO COMPLETE YOUR 

APPLICATION. 

If Your Application is Denied 

If your application for a benefit is denied, m whole or m part, you will be sent a written notice 

explaining: 

• the specific reasons for the denial, 

• the exact Plan provision(s) on which the decision was based 

• what procedure you should follow to get your application reviewed again, and, 

• what additional material or information is needed to process your application. 

If your application is denied, you have the right to request that the denial be reviewed by the Trustees. 

You must request this in writing within 60 days after you receive the application denial notice. Your 

request for review may include any additional information you believe relevant to your application. You 

may also review any pertinent documents the Trustees have that concern your application, such as 

copies of the Plan document or special information relating to your application. You and/or your 

attorney may choose to appear in person before the Board of Trustees or designated subcommittee. 

The Board of Trustees or subcommittee considering your appeal must reach a final decision within 60 

days after receiving your review request or the next scheduled meeting of the Trustees, if later than the 

60 days. If additional time is necessary to resolve any issue concerning your request for review, the Plan 

Office may increase the 60-day response_ time to 120 days by sending you a notice to that effect within 

the initial 60-day period. If special circumstances, such as a need to hold a hearing, require an extension 

of time, you will be notified in writing. The final decision regarding your appeal will be made in writing, 

clearly stating the reasons for the decision and the provisions of the Plan upon which the decision 1s 

based. The decision of the Trustees is final and binding. 

18 Local 807 Labor-Management Pension Plan 
CK233

Trustee Authority 

The Trustees shall have the full and exclusive right, power, and authority, in their sole and absolute 

discretion, to administer, apply, construe and interpret the provisions of the Plan, the Trust Agreement 

and all governing d~cuments and the terms used therein, and to decide a ll matters arising in connection 

with the operation or administration thereof. No individual, other than the Trustees, has any authority to 

interpret the Plan, the Trust Agreement, or any other governing document. The authority of the Trustees 

inc ludes, w ithout limitation, the sole and absolute discretion to: 

a) take all actions and make all decisions with respect to the eligibility for, and the amount of, 

benefits payable: 

b) formulate, interpret and apply rules, regulations and policies necessary to administer the Plan, the 

Trust Agreement, and all other governing documents; 

c) adopt any procedures for the determination of a Participant's Hours of Service, Years of Vesti ng 

Service and Pension Credits; 

d) decide questions, including legal or factual questions, relating to the determination and payment 

of benefits; 

e) reso lve and/or clarify any ambiguities, inconsistencies and omissions arising under the Plan, the 

Trust Agreement, and all other governing documents; 

f) process, and approve or deny, benefit claims and rule on any benefit exclusions or limitations; 

and 

g) require any information or documents from the participant and their benefi ciaries they deem 

necessary to carry out their obligations to the Plan. 

All determinations made by the Trustees w ith respect to any matter sha ll be final, conc lusive and 

binding upon the Union, the Contributing Emp loyers, the Emp loyees, the Participants and their families, 

heirs, beneficiaries and legal representatives. The Trustees shall be the sole judges of the standard of 

proof required in any matter. Any decision of the Trustees shall only be reversed by a court if such 

decision is determined to be arbitrary and capricious. 

Receiving Your Pension Benefit 

Generally, you should begin receiving your pension benefit on the first day of the month following the 

month you submit your application, assuming all information and documents requested by the Fund 

have been submitted. You may, however, choose to delay the start date of your benefit payments, but· 

your benefit cannot be delayed beyond the April I st following the calendar year in which you tum age 

701⁄2. Your benefit must begin by that April I, even though you may still be working in Covered 

Employment. 

Local 807 Labor-Management Pension Plan 19 
CK234

Non-Assignment of Benefits 

Benefits cannot be assigned, sold, transferred or pledged as a security for a loan. Benefits are not subject 

to attachment or execution under any decree of a court or action with the exception of (i) a Qualified 

Domestic Relations Order (QDRO), (ii) any debt of the participant or beneficiary due for any federal 

tax, (iii) an offset that the participant is ordered or required to pay to this Plan pursuant to Section 

206(d)(4) of ERISA, or (iv) a voluntary assignment of no more than 10% of any benefit payment 

pursuant to section 206(d)(2) of ERISA. A Qualified Domestic Relations Order is a court order under 

domestic relations law assigning all or part of your pension benefits to your former spouse, your child, 

or other dependent, to provide child support, alimony payments and/or property rights to your former 

spouse. 

20 Local 807 Labor-Management Pension Plan 
CK235

What Happens if the Plan Terminates? 

Although the Trustees intend to continue the Plan indefinitely, they reserve the right to amend or end it~ 

If the Plan is terminated, it will not affect your right to any benefit to which you have already become 

entitled. If the Plan terminates, you will be entitled to any benefit you have accrued to the extent then 

funded. 

Pension Benefit Guaranty Corporation (PBGC) 

Your pension benefits under this multiemployer plan are insured by the Pension Benefit Guaranty 

Corporation (PBGC), a federal insurance agency. A multiemployer plan is a collectively bargained 

pension arrangement involving two or more unrelated employers, usually in a common industry. 

Under the multiemployer plan program, the PBGC provides financial assistance through loans to plans 

that are insolvent. A multiemployer plan is considered insolvent if the plan is unable to pay benefits (at 

least equal to the PBGC's guaranteed benefit limit) when due. 

The maximum benefit that the PBGC guarantees is set by law. Under the multiemployer program, the 

PBGC current maximum benefit guarantee equals: (I) 100% of the first $11 of the monthly benefit rate, 

plus (2) 75% of the next $33 of the monthly benefit rate, times (3) a participant's years of service. 

For example, if the plan's benefit rate is $55.00 per year of service, the PBGC's maximum guarantee 

benefit is limited to $35. 75 per year of service, calculated as follows: 

• $11.00 (100% of the first $11.00) plus, 

• $24.75 (75% of $33.00) 

• $35.75. 

The PBGC guarantee generally covers: (1) Pension benefits payable at normal retirement age; (2) some 

early retirement benefits; (3) disability benefits if you become disabled before the plan becomes 

insolvent; and (4) certain benefits for your survivors. 

The PBGC guarantee generally does not cover: (1) benefits greater than the maximum guaranteed 

amount set by law; (2) benefit increases and new benefits based on plan provisions that have been in 

place for fewer than five years prior to the earlier of: (i) the date the plan terminates or (ii) the time the 

plan becomes insolvent; (3) benefits that are not vested because you have not worked long enough; (4) 

benefits fot which you have not met all of the requirements at the time the plan becomes insolvent; and 

(5) non-pension benefits, such as health insurance, life insurance, certain death benefits, vacation pay 

and severance pay, if applicable. 

For more information about the PBGC and the benefits it guarantees, ask your plan administrator or 

contact the PBGC's Technical Assistance Division, 1200 K ·street NW, Suite 930, Washington, DC 

20005-4026 or call (202) 326-4000 (not a toll-free number). TTTY/TDD users may call the federal relay 

service toll-free at (800) 877-8339 and ask to be connected to (202) 326-4000. Additional information 

about the PBGC's pension insurance program is available through the PBGC's website on the Internet at 

http://www.pbgc.gov. 

Local 807 Labor-Management Pension Plan 21 
CK236

Your Rights Under The Employee Retirement Income 

Security Act (ERISA) 

As a Plan Participant, you are entitled to certain rights and protections under the Employment 

Retirement Income Security Act of 1974 (ERISA). ERISA provides that all Plan Participants shall be 

entitled to: 

Receive Information About Your Plan and Benefits 

• Examine, w ithout charge, at the Fund Office, and/or at other specified locations, such as worksites 

and union halls, all documents governing the Plan, including insurance contracts and collective 

bargaining agreements, and a copy of the latest annual report (Form 5500 Series) filed by the Plan 

with the U.S. Department of Labor and available at the Public Disclosure Room of the Pension and 

Welfare Benefit Administration. 

• Obtain, upon written request to the Plan Administrator, copies of documents governing the operation 

of the Plan, including insurance contracts and collective bargaining agreements, and copies of the 

latest annual report (Form 5500 Series) and updated summary plan description. The Plan 

Administrator may make a reasonable charge for the copies. 

• Receive a summary of the Plan's annual funding notice. The Plan Administrator is required by law 

to furnish each Participant with a copy of this notice. 

• Obtain a statement telling you whether you have a right to receive a pension at normal retirement 

age (generally age 65) and, if so, what your benefits would be at normal retirement age if you stop 

working under the Plan now. If you do not have a right to a pension, the statement will tell you how 

many more years you have to work to get a right to a pension. This statement must be requested in 

writing and is not required to be given more than once every 12 months. The Plan must prov ide the 

statement free of charge. 

Prudent Actions by Plan Fiduciaries 

In addition to creating rights for Plan Participants, ERISA imposes duties upon the people who are 

responsible for the operation of the employee benefits plan. The people who operate your Plan, called 

" fiduciaries" of the Plan, have a duty to do so prudently and in the interest of you and other Plan 

Participants and beneficiaries. No one, including your employer, your union, or any other person, may 

fire you or otherwise discriminate against you in any way to prevent you from obtaining a pension 

benefit or exercising your rights under ERISA. 

Enforce Your Rights 

If your claim for a pension benefit is denied or ignored, in whole or in part, you ha\l.e the right to know 

why this was done, to obtain copies of documents relating to the decision without charge, and to appeal 

any denial, all within certain time schedules. · 

.. 22 Local 807 Labor-Management Pension Plan 
CK237

Under ERISA, there are steps you can take to enforce the above rights. For instance, if you request a 

copy of Plan documents or the latest annual report from the Plan in writing and do not receive them 

within 30 days, you may tile suit in a federal court. In such a case, the court may require the Plan 

Administrator to provide the materials and pay you up to $110 a day until you receive the materials, 

unless the materials were not sent because of reasons beyond the control of the Administrator. 

If you have a claim for benefits, which is denied or ignored, in whole, or in part, you may have the right 

to file suit in a state or federal court but in most instances, you will be required first to file an appeal 

with the Trustees. In addition, if you disagree with the Plan's decision or lack thereof concerning the 

qualified status of a domestic relations order, you may file suit in federal court. If it should happen that 

Plan fiduciaries misuse the Plan's money, or if you are discriminated against for asserting your rights, 

you may seek assistance from the U.S. Department of Labor, or you may file suit in a federal court. The 

court will decide who should pay court costs and legal fees. If you are successful, the court may order 

the person you have sued to pay these costs and fees. If you lose, the court may order you to pay these 

costs and fees, for example, if it finds your claim is frivolous. 

Assistance with Your Questions 

If you have any questions about the Plan, you should contact the Plan Administrator. If you have any 

questions about this statement or about your rights under ERISA, or if you need assistance in obtaining 

documents from the Plan Administrator, you should contact the nearest office of the Employee Benefits 

Security Administration (formerly Pension and Welfare Benefits Administration), U.S. Department of 

Labor, listed in your telephone directory or the Division of Technical Assistance and Inquiries, Pension 

and Welfare Benefits Administration, U.S. Department of Labor, 200 Constitution Avenue NW, 

Washington, DC 20210. You may also obtain certain publications about your rights and responsibilities 

under ERISA by calling the Publications hotline of the Employee Benefits Security Administration 

(formerly the Pension and Welfare Benefits Administration). 

Local 807 Labor-Management Pension Plan 23 
CK238

Administrative Information 

Normally, the Plan Office should be able to help you resolve any problem you might have about your 

rights to benefits. All Plan documents and other related information are available if you wish to study 

these materials. 

If, for some reason, it becomes necessary to contact the Department of Labor, you wi 11 need the 

fo llowing information to properly identify your Plan. 

Official Name of Plan 

· Employer Identification Number (EIN) 

Plan Number 

Type of Plan 

Plan Funding 

Name of Sponsor 

Participating Employers 

Plan Year/Fiscal Year 

Effective Date 

Plan Administrator 

Agent For Legal Process Service 

24 

Loca l 807 Labor-Management Pension Fund 

51-6099111 

002 

Defined Benefit Pension Plan 

Benefits are provided solely through Employer 

contributions 

Trustees of Local 807 Labor-Management Pension 

Fund 

32-43 49th Street 

Long Island City, NY 11103 

The Plan Office has a list of participating 

Employers and wil l provide you, upon written 

request, with names and addresses of participating 

Employers. 

September l - August 3 I 

This Plan became effecti ve December I, 1950, and 

has been restated several times, to comply with the 

requirements of law. 

The Board of Trustees 

32-43 49th Street 

Long Island City, NY 11103 

Service of legal process may be made upon the 

Board of Trustees at the address listed above or 

upon any Trustee individually. 

Local 807 Labor-Management Pension Plan 
CK239

Union Trustees 

Mr. John Sullivan 

President 

Local Union No. 807, I.B.T. 

32-43 49th Street 

Long Island City, NY 11103 

Mr. Anthony Storz 

Secretary-Treasurer 

Local Union No. 807, J.B.T. 

32-43 49th Street 

Long Island City, NY 11103 

Mr. Luis Herrera 

Vice-President 

Local Union No. 807, l.B.T. 

32-43 49th Street 

Long Island City, NY 11103 

Fund Manager 

Local 807 Labor-Management Pension Plan 

Board of Trustees 

Em p)oyer Trustees 

Mr. Allen Swerdlick 

Kamco Supply Corporation 

80 21 st Street 

Brooklyn, NY 11232 

Mr. John Zak 

CEO 

Airweld, Inc. 

94 Marine Street 

Farmingdale, NY 11735 

Mr. Anthony Zapulla 

McKinney Welding Supply Co., Inc. 

535 West 52nd Street 

New York, NY 10019 

Alfred Fernandez 

32-43 49th Street 

Long Island City, NY 11103 

25 
CK240

(On Fund Letterhead) 

This notice contains important information regarding your 

Local 807 Labor-Management Pension Fund benefits. 

We are providing you with this notice to inform you of a new section that is being added to your 

summary plan description ("SPD"). The new section pertains to benefit changes. Please keep this 

notice with your copy of the SPD. 

This new section is called "Suspension of Benefits". It is effective as of May 1, 2019, and is placed 

right after the section entitled "Rehabilitation Plan". The new section will read as follows: 

To help the Plan avoid insolvency, the Board of Trustees has determined that pension benefit 

payments will be suspended (that is, reduced) as followsUnder the suspension: 

--the monthly pension benefit payments of any participant or beneficiary who is in pay status 

as of May 1, 2019 will be reduced by 39.5% as of that date; and 

--the monthly pension benefit payments which are made to any participant or beneficiary 

who enters into pay status after May 1, 2019, and which are attributable to benefits earned 

under the Plan as of May I, 2019, will be reduced by 39.5% as of the date on which he or she 

enters into pay status, with the reduction applied to payments made in the form in which the 

pension is to be paid. However, in the case of a participant who has more than 25 pension 

credits at retirement, the portion of his or her monthly pension benefit associated with the 

first 25 pension credits will be based on the highest 25 years of benefit accruals (including 

benefit accruals that have been reduced by 39.5%). 

Payment reductions will be limited as follows: 

The monthly pension benefit payments of any pensioner will not be reduced below 11 0 percent of 

the monthly pension benefit whi ch is guaranteed by the Pension Benefit Guaranty Corporation under 

Section 4022A of ER ISA for such pensioner, as of the date on which the benefit reduction becomes 

effective above. 

In the case of any pensioner who is age 75 or older as of the end of the month in which occurs the 

later of May 1, 2019 or the date on which he or she first enters into pay status, the following applies: 

The payment reduction may not exceed the "applicable percentage" of the portion of the monthly 

pension benefit payments that would be reduced _without regard to this sentence. The "applicable 

percentage" is a percentage obtained by dividing: 

. (i) the number of months during the period which begins with the mcmth after the month 

in which occurs the later of Mayl , 20 19 or the date on which· the pensioner enters into 

pay status, and ends with the month during which the pensioner attains the age of 80, 

by 

(ii) 60 months. 
CK241

In no event will a payment reduction apply to any pensioner who is receiving a disability pension or 

who has reached age 80 by the end of the month in which occurs the later of May 1, 2019 or the date 

on which he or she first enters pay status. 

No more than one reduction applies with respect to any participant. Special rules apply to QDROs. 

Ask the Fund Office for details. 

Application of these rules: 

These pension benefit payment reductions will apply to your monthly pension benefit payments, 

determined as described below in this SPD. On June 29, 2018, the Board of Trustees submitted an 

application to the U.S. Treasury Department for approval of the benefit reductions. If the Treasury 

Department does not approve the benefit reductions by May 1, 2019, the benefit reductions will not 

go into effect. 
CK242

BOARD OF TRUSTEES LOCAL 807 LABOR 

MANAGEMENT PENSION PLAN 

32-43 49TH STREET 

LONG I SLAND CITY, NY 11103 

17007033086015 

Person to Contact: 

DAVIDE. DIXON 

Contact Telephone Number: 

(513) 263 - 3561 

Plan Name: 

ID# 31040 

LOCAL 807 LABOR MANAGEMENT PENSION 

PLAN 

Plan Number: 002 

Dear Applicant: 

Based on the information you provided, we are issuing this favorable 

determination letter for your plan listed above. However, our f avorable 

determination only applies to the status of your plan under the Internal 

Revenue Code and is not a determination on the effect of other federal or local 

statutes. To use this letter as proof of the plan's status, you must keep this 

letter, the application forms, and all correspondence with us about your 

application. 

Your determination letter does not apply to any qualification changes that 

become effective, any guidance issued, or any statutes enacted after the dates 

specified in the Cumulative List of Changes in Plan Requirements (the 

Cumulative List) for the cycle you submitt ed your application unde r, unless the 

new item was identified i n the cumulative List. 

Your plan's continued qualification in its present form will depend on its 

effect in operation (Section 1.401-l (b) (3) of the Income Tax Regulations). We 

may review the status of the plan in operation periodically. 

You can find more i nformation on favorable determination letters in Publication 

794, Favorable Determination Letter, including: 

The significance and scope of reliance on this letter, 

The effect of any elective det ermination request in your application 

materials, 

The reporting requirements for qualified plans, and 

Examples of the effect of a plan's operation o n its qualified stat us. 

You can get a copy of Publication 794 by visiting our website at 

www.irs.gov/formspubs or by calling 1 - 800-TAX - FORM (1-800-829 -36 76) to r equest 

a copy . 

This determi natio n letter applies to the amendments dated on 

10 - 1-12 & 8 - 8-11. 

This determinat ion letter a l so applies to t he a mendments dated on 

Letter 5274 
CK243

.1.1:::u,c:::u.1.,u. amenamenc. cycle that ends more than 12 months after we received the 

application. This letter expires on January 31, 2020. This letter considered 

the 2013 Cumulative List of Changes in Plan Qualification Requirements. 

The information on the enclosed addendum is an integral part of this 

determination. Please be sure to read it and keep it with this letter. 

If you submitted a Form 2848, Power of Attorney and Declaration of 

Representative, or Form 8821, Tax Information Authorization, with your 

application and asked us to send your authorized representative or appointee 

copies of written communications, we will send a copy of this letter to him or her. 

If you have any questions, you can contact the person listed at the top of this 

letter. 

Sincerely, 

Karen D. Truss 

Addendum Director, EP Rulings & Agreements 

Letter 5274 
CK244

reciprocity, or participation agreement), unless you append to the plan 

document the exact language of the sections that you incorporated by reference. 

-

Letter 52 74 
CK245

Collective Bargaining Agreement 

between 

TEAMSTERS LOCAL UNION NO. 807 

32-43 49TM Street 

Long Island City, NY 11103 

And 

ACCORD SUPPLY 

92-26 180TH STREET 

JAMAICA, NY 11433 

November 1, 2019 to October 31, 2022 
CK246

Declaration or Memorial Day 

Independence Day 

Labor Day 

Christmas Day 

2. Any Employee covered by this Agreement with one (1) year or more seniority who 

was not ordered for work on a holiday shall nevertheless be guaranteed the above 

holidays provided such Employee makes himself available for work on the scheduled work 

day before and the scheduled work day following the holiday. 

Any Employee covered by this Agreement with less than one (1) year seniority who 

works three (3) days in any calendar week during which one of the above listed holidays 

occur, but who was not ordered to work on the holiday shall nevertheless receive one (1) 

day's pay for the holiday. 

These provisions shall also apply if a holiday falls on a Saturday. If during any 

holiday week an Employee is unable to work a day because of federal or state regulations, 

he shall be credited with one (1) full day. 

All provisions of Article 20 of this Agreement with respect to holiday pay shall apply 

to work performed on any of the recognized holidays. 

ARTICLE 51. HEAL TH, PENSION AND ANNUITY 

The Employer has agreed to make the following contributions to the Local 807 Health, 

Pension and Annuity Funds on the Employee's behalf ( eight(8) hours per day, forty (40)hours 

per week, (2080) two thousand eighty hours per year): 

11/1/19 

HEAL TH: $9.69 per hour 

PENSION: $8.19 per hour 

PROFIT SHARING: $4.10 per hour 

11/1/20 

$9.44 per hour 

$8.58 per hour 

$4.30 per hour 

11/1/21 

$9.69 per hour 

$8.97 per hour 

$4.50 per hour 

The Employer adopts the terms and conditions of the Pension Fund's Rehabilitation Plan along with 

future amendments. The Company agrees to pay the annual contribution increases required by the 

Rehabilitation Plan as ame'ri"ded as if said contribution schedule was set forth in this Agreement. 

All new hires will become participants in the Local 807 Pension Fund only. 

1. The Employer's rate of contributions to the Health and or Pension Funds shall be 

increased effective 11 /1 /19. 

2. The allocation of said additional contributions effective and as between the Health and 

Pension Funds shall be determined by the Union in its sole discretion prior to the respective 

dates thereof. The Employer shall increase its contributions to each or both of the funds in 

accordance with the Union's determination. 

19 
CK247

3. The Trustees of the Health, Pension and Annuity Funds shall be those person now active 

as Trustees, or duly designated successors. 

4. Contributions shall be made to the Trustees of the Funds. The Employer shall forward 

his contributions to the Funds at periodic intervals set by the Trustees. 

5. The Trustees of the Health, Pension and Annuity Funds shall establish rules which shall 

include, among other things, the requirements for eligibility, distribution of Health, Pension and 

Annuity Funds and the rights of Employees thereunder. The Trustees of said Funds shall also 

set forth the rules and regulations governing the administration of the Health, Pension and 

Annuity Funds. 

6. The Trustees of the Health, Pension and Annuity Funds may assess penalties for any 

and all delinquent payments in an amount which they, in their discretion, deem justified to offset 

the added cost of collection. 

7. In the event the Employer defaults in payment of Health, Pension, and Annuity 

contributions and notice of such default is served upon the Employer, via ordinary mail by the 

Administrators of the Funds, and copies are sent to the Union and Trustees, and if said default is 

not paid within five (5) working days after said notice of default, then the provision for arbitration 

shall be deemed canceled, withdrawn and waived by the Employer and the Union shall 

thereupon order and enforce a strike against the Employer in default, which shall not be 

considered a breach of this Agreement. The Employer shall within twenty (20) days after each 

quarter submit to the Administrators of the Funds a statement, under oath, setting forth the 

names and social security numbers of all Employees, both Union and non-union, who have 

worked in the preceding quarter in all classifications covered by this Agreement and such 

statement shall set forth the contributions made on behalf of such Employees. The Funds 

Administrators, on their own motion, or at the request of the Union shall have the right to inspect 

the books and/or records relative to such statement and to interview all Employees of the 

Employer. The Administrators shall forthwith report in writing the results of any inspection or 

interview. 

ARTICLE 52. WAGES 

A. Schedule of wages (for employees with six (6) months or more of continuous service.) 

Wage Increases: $1.00 for each year of the contract as follows; 

Effective Date Hourly Rate 

DRIVERS: 11-1-19 $26.85 

11-1-20 $27.85 

11-1-21 $28.85 

TRAILER DRIVERS: Effective Date Hourly Rate 

11-1-19 $33.00 

11-1-20 $34.00 

11-1-21 $35.00 

B. The Employer shall have the right to give such additional wage increases and/or bonuses 

for merit to such employee (s) as in its sole judgment and discretion it deems warranted. 

Nothing contained herein shall be deemed to require the granting of any such merit wage 

increase and/or bonus. No such increase granted or not granted under the terms of this 

Section shall be subject to the grievance and/or arbitration procedures of this Agreement. 

20 
CK248

ARTICLE 53. EXPIRATION OF CONTRACT 

1. This Agreement shall be in full force and effect from November 1, 2019 to October 31, 2022 

and shall continue from year to year thereafter unless written notice to cancel or terminate the 

Agreement is served by either party upon the other at least sixth (60) days prior to date of 

expiration. All terms and conditions negotiated to be retroactive to. 

2.Where no such cancellation or termination notice is served and the parties desire to continue 

said Agreement but also desire to negotiate changes or revisions in this Agreement, either party 

may serve upon the other a notice of at least sixty (60) days prior to or of any subsequent 

contract year, advising that such party desires to revise or change terms or conditions of such 

Agreement. 

3.ln the event of an inadvertent failure by either party to give notice set forth in 1 and/or 2 of this 

Article, such party may give such notice at any time prior to the termination or automatic renewal 

date of this Agreement. If a notice is given in accordance with the provisions of this paragraph, 

the expiration date of this Agreement shall be the sixty-first (61st) day following such notice. 

DATE \CJ·~l · l9 

21 
CK249

,-a\ 

Teamsters 

' LOCAL UNION 807 

3~·• J 49th Street, Long Island City, NY 11 103 

Phone (71 B) 726-2525 • Fax (718) 72f" 7037 

E-mail: local807@aol.com 

Truck Drivers, Warehousemen, Exposition, Convent:on and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area •Gai .. -. · 

John "Buddy" Sullivan Anthony Storz Lu Herrell Raymond Asqu/no Anoe/ Curbelo Gladys Nieves Marty Meyers 

Presiden1 Secre~ ireasvrer Vice President Recording Secretary Truslee Trus1ee Trustee 

MEMORANDUM 

To: Health and Pension Funds 

From: ' J ! . . - John-·Suttivan-- .. . ' I • C \ , ' .... ·-..: l ;_ 

Subject: AJr Louver and Damper 

Date: December 17, 2015 

The above employer has signed an agrffment effective from December 1, 2015 

to November 30,2020. 

PENSION FUND: 

The Company ·adopts the term~ ~nd cond_ithms of . the p,nsion Fund's 

Rehabilitation Plan i~clu~~'!S .. the _4~ c~-~t}i~/~~-~.-t~~~-r~ase p~r .ye~r effective 

December 1 st of each Contract Year~ \: -.('. . __ , l~ ' :," ":-,' 'f.·. · ' • • " • .. • • • :.~ , ~ • • "l. • i 

12 11115 , 12-1."tt; '::,iiliif,: ,~~· 1211/19 

4 84 ·' ·· $2~.,~.. " ~ · ·., 'ri!!J>!l.1' -r.i . • · ,~ I • • . · · · ·.... !,;: .- -#fl "~<'. · · ., 6 64 • ~-<;., '"'. • ~ ,., ';.':il:.'"'•.•-. ~·-, ._;..·· ., ·.• •• , .. p·:J~ °i'\;, .. •. ·,. ~f: ;_-;:::-~.;=~:-- . •. ~-:?;Y: :··.:-. 

HEAL TH F,U_ND:!-~t~: _";,3⁄4!~1\·.f,,~"-'ii,i•,. •;·~---~,_· .. ·,.:}_·_~-~:-~.t-~_r_!~·-· .:.·,/.}.~.~{,~ .. :·~,:.·.~- 0••• 

·._ · ·· kt;·- '·?~f;t£~i\::),~.~=:;__ .... ;'.\.; .... _.,. .... • 1' 

~. • >'"l. •- ,v'\.. ,-: ' •· . ,)' ~ --, -~,:: .._. > .{.:,• .. . 121111 s · 12H1. ~£~':-2'hifi1 :1 ' ......... ;4t.;-;;,~-· ,, .• 

8 19 : 8 ;4,4Y.'(•;~\-,j ~.:'8 :69 <t:-.fli.. ·, :8194 ,,._·.;5.i;.:_i 

· · -·-~ ._ ·:.'?t-":_,. · ,~. ~rt-~~~4 :i5_~'1<.:- '.:\ ,_ . · -, --

secT10N 32 CONTRIBUT•o·N·,Li~fritti1J11sft;Ji\;l\·,:-.. ·., . . · : · · -· · \;}r1{ttitiir tl{;/f{:/_ : , . (a) All of the He~lth and P.f,q.~}R~-F;tr)f I,~~(i~~6~tJ.ons as set forth in 

Paragraph · -:·.<-:::.::· ?"~ :;~ '.... · 

321 n::kd1g additional contributions shall be made for all hours worked with a 

maximum of eight (8} hours per day and forty (40} ho.urs In the Monday through 

Sunday week. 

(b) No contributions shall be due for any of the following: 

I www.Team s1erslocat807.com.erg.net 

' 
CK250

1. Unused sick days for which the employee receives pay pursuant 

to Section 12 above; ". 

2. Vacation pay received by an employee who has worked u!ough 

his vacation and receive~ 40 hours regular pay in the same week. Nothing 

contained In this subsection shall alter the provisions of Section 11 (b)(vlii); 

3. Jury duty pay. 

SECTION 33 HEAL TH AND PENSION-MISCELLANEOUS RULES 

~ (a) The Trustees of the Health and Pension Funds shall establish rules 

which shall Include, among other things, the requirements for eligibillty, 

distribution of Health and/or Pension Fund assets and the rights to beneficiaries 

thereunder. The Trustees of said Funds shall also set forth the rules and 

regulations governing the administration of the Health and Pension Funds. 

(b) The Trustees of the Health and Pension Funds may assess 

penalties for any and all delinquent payments In amounts which they, In their 

discretion, deem justified to offset the added cost of collection. 

( c) In the event any Employer defaults in the payment of Health or Pension 

Fund contributions or penalties and notice of such default Is forwarded to said 

Employer via ordinary mall by the Administrator of the Funds and, if said default Is 

not paid within ten ( 10) working days after said notice of default was mailed, then 

the provisions for arbitration under this agreement shall be deemed cancelled, 

withdrawn and waived by said Employer and the Union shall thereupon order and 

enforce a strike against said Employer In default which shall not be considered a 

breach of the agreement. 

(d) Each Employer shall within twenty (20) days following the last day of 

the preceding month submit to the Administrator of the Health and Pension jund a 

statement, under oath, setting forth the names and social security number ollan 

employees, both Union and non-Union, who have worked during the preceding month 

in any classification covered by the terms of this agreement and such statement I 

shall set forth the 

Contributions made on behalf of such employees. The Health and Pension Funds 

Administrator, on his own motion, shall have the right to Inspect the books and/~r records 

relative to such statement and to interview all covered employees of the EmployFrs, The 

administrator shall forthwith report, In writing, the results of any inspection or'.Interview '• 

To the Employer and the Trustees. SECTION 3 4 

• 
CK251

(a) THE UNION SHALL SERVE -A COPY OF ITS REQUEST FOR 

ARBITRATION UPON THE EMPLOYER AND ITS COUNSEL, IF KNOWN, 

WITHIN SEVEN (7) DAYS OF THE UNION'S RECEIPT OF THE COMPANY'S 

NOTICE OF DISCIPLINARY ACTION. 

SECTION 28 JURY DUTY PAY 

Each employee shall receive $60 per day for each day served on jury duty with a 

maximum of ten (10) days benefit during the life of this contract. 

To receive this benefit the employee must: 

(a) Notify the Employer at least one ( J) week in advance that he or she is 

subject to call for jury duty. 

(b) Notify the Employer on each morning he or she actually serves on jury 

duty and, 

(c) Provide actual proof of service on a jury. 

SECTION 29 SEVERANCE PAY 

In the event an employer ceases operating or moves its operations more than fifty 

(50) miles from its previous location and an employee is not given the opportunity to 

follow the job, the Employer shall pay one ( 1) day's wages for each ful l year of service. 

SECTION 30 MAINTENANCE OF STANDARDS 

The Employer agrees that all conditions of employment relating to wages, hours 

of work, overtime differentials and general working conditions which are better, higher or 

more favorable to the employer's employees than those provided for by or under the 

Agreement shall be maintained and the Employer agrees that its employees shall continue 

to enjoy these better, higher and more favorable practices, standards and/or benefits. 

SECTION 31 PENSION AND HEALTH FUND CONTRIBUTION RATES 

During the term of this Agreement, the Employer shall contribute to the Local 807 

Labor-Management Pension Fund ("Pension Fund") and the Local 807 LaborManagement Health Fund ("Health Fund") on behalfof its covered employees. The 

benefits of those plans shall be those prescribed by the Trustees of the respective Fund. 

(a) The Employer shall contribute to the respective benefit funds according to 

the following schedules: 

15 
CK252

PENSION FUND: 

The Company adopts the terms and conditions of the Pension Fund's 

Rehabilitation Plan including the 45 cent per hour increase per year effective December 

J 51 of each Contract Year. 

12/ l / l 5 12/ 1/16 12/I/l 7 12/l/l 8 12/1/19 4.84 5.29 S.74 6.19 6.64 

HEAL TH FUND: 

12/1/15 12/1/16 12/1/17 12/1/18 12/1/19 8.19 8.44 8.69 8.94 9.19 

SECTION 32 CONTRJBUTION LIMITATIONS 

(a) All of the Health and Pension Fund contributions as set forth in Paragraph 

32, including additional contributions shall be made for all hours worked with a 

maximum of eight (8) hours per day and forty ( 40) hours in the Monday through Sunday week. 

(b) No contri butions shall be due for any of the following: 

I. Unused sick days for which the employee receives pay pursuant to Section 12 above; 

2. Vacation pay received by an employee who has worked through 

his vacation and received 40 hours regular pay in the same week. Nothing contained in 

this subsection shall alter the provisions of Section 11 {b)(viii); 

3. Jury duty pay. 

SECTION 33 HEALTH AND PENSION-MISCELLANEOUS RULES 

(a) The Trustees of the Health and Pension Funds shall establish rules which 

shall include, among other things, the requirements for eligibility, distribution of Health 

and/or Pension Fund assets and the rights to beneficiaries thereunder. The Trustees of 

said Funds shall also set forth the rules and regulations governing the administration of 

the Health and Pension Funds. 

(b) The Trustees of the Health and Pension Funds may assess penalties for 

any and all delinquent payments in amounts which they, in their discretion, deem 

justified to offset the added cost .of collection. 

16 
CK253

(c) In the event any Employer defaults in the payment of Health or Pension 

Fund contributions or penalties and notice of such default is forwarded to said Employer 

via ordinary mail by the Administrator of the Funds and, if said default is not paid within 

ten ( I 0) working days after said notice of default was mailed, then the provisions for 

arbitration under this agreement shall be deemed cancelled, withdrawn and waived by 

said Employer and the Union shall thereupon order and enforce a strike against said 

Employer in default which shall not be considered a breach of the agreement. 

(d) Each Employer shall within twenty (20) days following the last day of the 

preceding month submit to the Administrator of the Health and Pension Fund a statement, 

under oath, setting forth the names and social security number of all employees, both 

Union and non-Union, who have worked during the preceding month in any classification 

covered by the tenns of this agreement and such statement shall set forth the 

contributions made on behalf of such employees. The Health and Pension Funds 

Administrator, on his own motion, shall have the right to inspect the books and/or records 

relative to such statement and to interview all covered employees of the Employers. The 

administrator shall forthwith report, in writing, the results of any inspection or interview 

to the Employer and the Trustees. 

SECTION 34 NONDISCRIMINATION 

All employees covered by this agreement shall be treated equally and without 

discrimination as to race, creed, color, national origin, sex, age, handicap, marital status, 

sexual o rientation or affectional preference in all employment decisions, including, but 

not limited to hiring, compensation, training, promotion, demotion, transfer, layoff and 

termination, and all other tenns and conditions of employment. 

SECTION 35 UNION DISCLAIMER 

The Union agrees that it will neither sanction nor support any wildcat strike, slowdo\.\'!l or curtailment in the operation of the Employer. The Employer agrees that it will 

not durillg the term of the Agreement engage in a lockout. 

SECTION 36 SEVERABILITY 

J n the event any court shall hold any portion of this agreement to be in violation of either 

federal or state law, then the clause shall be deemed struck from this agreement an_d the 

balance of the agreement shall remain in full force and effect. 

SECTION 3 7 CDL LICENSES 

Any employee hired after December I, 2005 shall be required, as a condition of 

employment, to obtain a Commercial Drivers License within 120 days of employment. 

17 
CK254

I,., . 4 Collective Bargaining Agreement 

Between 

TEAMSTERS LOCAL UNION NO. 807 

32-43 49TH Street 

Long Island City, NY 11103 

And 

ALUMA SYSTEMS CONCRETE 

CONSTRUCTION, LLC 

1800 Lower Road 

Linden, NJ 07036 

April 1, 2019 thru March 31st, 2024 
CK255

shall be final and binding upon both parties hereto and may be entered as a final decree of judgment. 

10. Both parties agree to split the cost of arbitration. 

ARTICLE 15. ENFORCEMENT OF AGREEMENT 

Both parties have the obligation to enforce all provisions of this agreement. 

ARTICLE 16. NONDISCRIMINATION 

There shall be no discrimination against any employee by either the Employer or the Union in regard to hiring, tenure 

of employment, promotion, transfer or other conditions of employment because of race, creed, color, sex, age, sexual 

preference, religion or national origin. 

ARTICLE 17. MANAGEMENT RIGHTS 

The Employer retains all rights not specifically abrogated by this Agreement, including the right to control and 

supervise all of its operations, to determine the business or businesses it will conduct, to determine the activities and 

functions it will conduct in pursuit of its businesses, and to direct all working forces (including the right to select, hire, 

layoff, transfer, suspend or discharge employees for cause), to control and regulate the use of all equipment and 

other property of the Employer, to change location or facilities, to maintain discipline among employees, to 

introduce new or different methods or facilities, to consolidate and/or eliminate positions to cease or suspend 

business activities and to otherwise promote efficiency in the operation, and to subcontract particular aspects or 

components of the work to an outside subcontractor or to a contractor who performs duties for the Employer as the 

needs arise. The Employer shall have the ability to subcontract local trucking as long as all active drivers are working 

and union drivers are used for trucking that the Driver would normally perform (delivery or pick up) on a daily basis 

in and out of the 1800 Lower Road Linden, NJ 07036 location. The provisions of this Article, however, are not to be 

used by the Employer for the purpose of discriminating against the Union or any of its members. 

ARTICLE 18. STRIKE AND LOCK-OUT 

The Union agrees that there will be no strikes, work stoppages or slowdowns and the Employer agrees that there will 

be no lock outs. 

ARTICLE 19. BEREAVEMENT LEAVE 

In the case of death in the immediate family of an employee who has been on the seniority list for at least six (6) 

months ( i.e. spouse, parents, sister, brother, children, grandchildren, mother-in-law, or father-in -law), the Employer 

shall grant employees up to five (5) days off, with pay, for express purposes of attending services for the deceased. 

Two (2) days shall be guaranteed regardless of day of death or day of funeral, provided the employee loses two (2) 

days of work opportunity. Death certificates or other at satisfactory proof of death must be submitted to the 

Employer. Probationary employees are not entitled to bereavement leave. 

ARTICLE 20. HEALTH - PENSION 

l. The Employer shall participate in the Local 807 Labor-Management Health. Pension Fund ("Funds"). To 

provide the benefits prescribed by the Trustees of the Funds, the Employer shall periodically contribute to 

the Funds at the rates set forth herein. 

A. Health Fund Contributions: 

Effective April l , 2019 Health Fund shall be $9.19 hour 

Effective April 1, 2020 Health Fu nd shall be $9.44 hour 

Effective April 1, 2021 Health Fund shall be $9.69 hour 

Effective April 1, 2022 Health Fund shall be $9.94 hour 

Effective April 1, 2023 Health Fund shall be $10.19 hour 
CK256

B. Pension Fund Contributions: As per the Pension Rehabilitation Plan. 

Effective April 1, 2019 Pension Fund shall be $11.00/hour 

Effective April 1, 2020 Pension Fund shall be $11.39/hour 

Effective April 1, 2021 Pension Fund shall be $11.78/hour 

Effective April 1, 2022 Pension Fund shall be $12.17/hour 

Effective April 1, 2023 Pension Fund shall be $12.56/hour 

The Employer adopts the terms and conditions of the Pension Fund's Rehabilitation Plan along with future 

amendments. The Employer agrees to pay the annual contribution increases required by the Rehabilitation 

Plan as amended as if said contribution schedule was set forth in this Agreement. See 1B above. 

2. All contributions to the Health and Pension Funds shall be made on a maximum of eight (8) hours per day. All 

contributions shall not exceed forty (40) hours per week. 

3. In the event of a delinquency in payment, the Employer agrees to abide by all rules and regulations 

established by the Trustees of such Funds. In the event of disputes or questions of interpretation concerning 

the requirements to make contributions or portions thereof, the Employer shall not be deemed delinquent 

while the matter is being considered pursuant to the grievance and arbitration procedure. If a delinquency in 

the payment is found to exist, the Employer shall pay the amount due, including interest, retroactive to the 

date of the delinquency. 

4. The Employer hereby agrees to permit an authorized representative of the Funds to inspect its payroll 

records for the purpose of checking the accuracy of the contributions required to be made by the Employer 

to the Funds. If the Employer fails to make the contributions provided for herein within the time required by 

the Funds' trusts agreement and the rules and regulations of each of the Funds, then the Trustees may cancel 

out the benefits coverage for such bargaining unit employee on whose account the Employer has failed to 

contribute. 

5. The Employer must use the remittance forms required by the Trustees of each Fund and comply with said 

instructions of the Trustees in filling out such forms. 

6. The Trustees of the Funds shall be those persons now active as Trustees, or their duly designated successors. 

7. Remittance reports and contributions shall be forwarded to the Funds at periodic intervals set by the 

Trustees, but in no event more frequently than monthly. 

8. The Trustees shall have the right to accept the Union as an Employer and to cover the Union's employees for 

both Health and Pension. 

9. The Trustee shall establish rules, which shall include, among other things, the requirements for eligibility and 

distribution of the asset. The Trustee shall also set forth the rules and procedure governing the distribution 

of the Funds. If the Trustees fail to agree on said rules and/or procedures, a neutral Trustee shall be added to 

the Board of Trustees and the decision of a majority of the Board of Trustees with respect to the whole or 

any part of the Health and Pension Funds shall be binding upon the parties hereto. 

10. The Trust ees of the Funds may assess liquidated damages for any and all delinquent payments in amounts, 

which they, in their discretion, deem justified to offset the added cost of collection. 

11. The Employer shall participate in the Local 807 Labor Management Profit Sharing Fund. The 

Employer shall periodically contribute to the Profit Sharing Fund at the rate of $0.625 per hour up 

to 8 hours a day for a maximum of 40 hours per week for employees hired before July 1, 1997. The 

Employer will not contribute to the Profit Sharing Fund for any employee hired on or after July 1, 

1997 and such employees will not participate in the Profit Sharing Fund. 
CK257

;J(-=-":,y]J..!. Teamster( 32-43 , Street, Long Island City, NY 11103 f Pi ,, \{~ \ Phone (718) 726-2525 • Fax (718) 726-7037 

/t-i"9-o~J'~•~~LQCAL UNION 807 E-mail: 1ocal807@aol.com 

·-~~ ~ 0<,i] Truck Drivers, Warehousemen, Exposition, Convention and Trade Show Employees ·~ .,_ 

2 ~ Greater New York Vicinity and Metropolitan Area 

:., -------- --- --· . -- - . - -

t,,,1/ John "Buddy" Sullivan Anthony Storz Lu Herrera Raymond Asquino Angel Curbelo Gladys 1Ji1:ves 1\/arty Meyers 

~ ND {'.f~t Secretary-Treasurer Vice President Recording Secretary Trustee Trustee Trustee 

To: Health and Pension Funds 

Fro m : Tony Storz 

Subject: Aces (American Convention Exhibitor Service) - Contribution letter 

Date: September 2, 2015 

Profit Sharing Fund 

The Employer has agreed that contributions on the Employees' behalf are to be made into the 

Local 807 Profit Sharing Fund in the sum of e ight dollars and twenty-three cents ($8.23) for all 

straight hours effective October I, 2014 thru September 30, 2020. 

And for all double time hours at the sum of sixteen dollars and forty-six cents ($ I 6.46), 

effective October I , 2014 thru September 30,2020 for all double time overtime. The Profit Sharing 

shall be paid for all hours such as holiday's, sick days and all other paid days. 

Employers will provide individual written notice to all employees of Teamster Local No. 807 

within thirty (30) days of the month end of all annuity payments made by the Employer in the 

member's name. 

HEAL TH AND PENSION 

A)HEALTH 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, effective October I, 2014 be paid as follows 

~ \ ,} \ \ sl \L1'C 

I. Where, during any quarterly reporting period, an Employee is paid by an Employer for less than sixty-fh·e 

(65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute at the prevailing rate, to the health Fund on behalf of that Employee fo r each paid straight 

time and overtime hour up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the preva iling rate, to the Health Fund on behalf of said Employee for eight (8) hours 

per day for each paid day. 

The rate of contribution to the Health Fund, effective October 1, 2014, shall be $7 .94 per hour. October 1, 2015 the 

rate shall be $8 .1 9 per hour. October I, 20 I 6 the rate shall be $8 .44 per hour. October I, 201 7 the rate shall be shall 

be $8.69 per hour. October I, 20 18 the rate shall be $8.94 per hour October I, 20 I 9 the rate shall be 

$9. 19 per hour. Health contributions are to be deposited in a separate account, not to be used for other than Health 

Fund purposes. 

{B) PENSION 

The Emp loyer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the Employer 

sha ll, effective October I, 20 14 and to be paid as follows: 

www.Teamsterslocal807.com.org.net 
CK258

I. Where, during any quarterly reporting period, an Employee is paid by the Employer for less than sixty-five 

(65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shal l contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) hours 

per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority list, effective October 1, 2014, shall 

be $9.015 per hour. Effective October I, 2015 the rate shall be $9.465 per hour. Effective October 1, 2016 the rate 

shall be $9.915 per hour. Effective October 1, 2017 the rate shall be $10.365 per hour. Effective October I, 2018 

the rate sha ll be$ I 0.815 per hour. Effective October 1, 2019 the rate shall be$ 11.265 per hour. 

The rate of contribution to the Pension Fund for all other employees, effective October I, 2014 will be $6.95 per 

hour. 

Effective October I, 2015 the rate shall be $7.40 per hour. Effective October I, 2016 the rate shall be $7.85 per 

hour. 

Effective October I, 2017 the rate shall be $8.30 per hour. Effective October I, 2018 the rate shall be $8.75 per 

hour. Effective October 1, 2019 the rate shall be $9.20 per hour. 

If an employee pemrnnently leaves the Higher Rate per hour core for whatever the reason the senior most employee 

within the per hour core shall immediately move up into the higher rate per hour core and have that amount thereafter 

contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the higher rate pension at all 

times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund purposes. 

(C ) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the tenns and condition of 

the Pension Rehabilitation Plan. 

00533 
CK259

7187;/67037 

SECTION 10. 

HEAL TH AND PENSION 

(A) HEALTH 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, effective October I, 2014 be paid as follows: 

07-29- 2015 

I. Where, during any quarterly reporting period, an Employee is paid by an Employer for less than sixtyfive (65} days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute at the prevailing rate, to the health Fund on behalf of that Employee for each paid 

straight time and ove rtime hour up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65} or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) 

hours per day for each paid day. 

The rate of contribution to the HeaJth Fund effective. 

October 1, 2014 the rate shaU be $7 .94 per hour. 

October I, 2015 the rate shall be $8.19 per hour. 

October I, 2016 the rate shall be $8.44 per hour. 

October 1, 2017 the rate shall be $8.69 per hour. 

October 1, 2018 the rate shall be $8.94 per hour. 

October 1. 2019 the rate shall be $9.19 per hour. 

Health contributions are to be deposited in a separate account, not to be used for other than Health Fund 

purposes. 

(B) PENSION 

The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the 

Employer shall, effective October 1, 2014 and to be paid as follows: 

1. Where, during any quarterly reporting period, an Employee is paid by the Employer for less than sixtyfive (65) days, including regular days, sick days, Saturdays, Sundays. and holidays (whether worked or not), the 

Employer shall contribute. at the prevailing rate, to the Pension Fund on behalf of said Employee for each paid 

straight ti me and overtime hour, up to a ma~imum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) 

or more days, including regular days, sick days, Saturdays. Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) 

hours per day for each pay day. 

6 

7 119 
CK260

· 7187267037 10:4 · 83."1. 07-29-2Q15 

The rate of contribution to the Pension Fund for men on the (20) man seniority list, 

Effective October 1, 2014 the rate shall be S9.0l 5 per hour. 

Effective October l , 2015 the rate shall be S9.465 per hour. 

Effective October I, 2016 the rate shall be $9.915 per hour. 

Effective October 1, 2017 the rate shall be $10.365 per hour. 

Effective October l , 2018 the rate shall be $10.815 per hour. 

Effective October I, 2019 the rate shall be $11.265 per hour. 

The rate of contribution to the Pension Fund for all other employees, 

Effective October 1, 2014 the rate shall be $6.95 per hour. 

Effective October l, 2015 the rate sholl be $7.40 per hour. 

Effective October I, 2016 the rate shall be $7.85 per hour. 

Effective October 1, 2017 the rate shall be $8.30 per hour. 

Effective October 1, 2018 the rate shall be $8.75 per hour. 

Effective October I, 2019 the rate shall be $9.20 per hour. 

If an employee pennanently leaves the Higher Rate per hour core for whatever the reason the senior most 

employee within the per hour core shall immediately move up into the higher rate per hour core and have that 

amount thereafter contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the 

higher rate pension at all times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund 

purposes. 

(C ) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the terms and 

condition of the Pension Rehabilitation Plan. 

TRUST FUNDS: 

a. The Trustees of the Heahh and Pension Funds shall be those persons now active as Trustees, or their 

duly designated successors. 

b. Contributions shall be made to the Trustees of lhe Funds. The Employer shall forward his contributions 

to the Funds at periodic intervals set by the Trustees. 

c The Trustees shall have the right to accept the Union as an Employer and to cover the Union's 

employees for both pension and health benefits. 

d. The Trustees shall establish rules, which shall include, among other things, the requirements of 

eligibility, distributi;:m of the Health and Pension Funds and the righlS of employees thereunder. The Trustees 

shal I set forth the rules and provisions governing the administration of the Funds. lf the Trustees do not agree 

on rules covering the foregoing, a neutral Trustee shall be added to the Board of Trustees and the decision of a 

majority of the Board of Trustees with respect to the whole or any part of the Health and Pension Funds shall be 

bi•ding upon the parties hereto. 

7 

8 / 19 
CK261

7187l67037 07-29-2015 

e. The Trustees of the Health and Pension Funds may assess penalties for any and all delinquent payments 

in amounts, which they, in discretion. deem. justified to offset the added cost of collection. In the event the 

Employer defaults in payment of pension and/or health contributions, or penalties and notice of such default is 

served upon the Employer via ordinary mai I by the Administrator of the Funds, and copies are sent lo the Union, 

Pension and/or Health Trustees, and if said default is not paid within five (5) working days after said notice of 

default, then the provisions for arbitration shall be deemed canceled withdrawn and waived by the Employer 

and the Union shall thereupon order and enforce a strike against the Employer in default, which shall not be 

considered a breach of this Agreement. The Employer shall within twenty (20) days after each quar1er submit to 

the Administrator of the Funds a statement, under oalh, setting forth the names and social security numbers of 

all Employees, both Union and nonunion, who have worked in the preceding quarter in all classifications 

covered by this Agreement and such statement shall set forth the contributions made on behalf of such 

Employees. The Funds' Administrator, on his own motion, or at the request of the Union shall have the right to 

inspect the books nnd/or record,s relative to such statement and to interview all Employees of the Employer. The 

Administrator shall forthwith report in writing the results of any inspection or interview. 

f. Employer contributions to the Local 807 Labor-Management Health and/or Pension Funds on behalf of 

corporate officers or salaried employees, perfonning covered employment during a quarterly reporiing period, 

shall be for a minimum of five hundred and twenty {520) hours for said quarter, at the prevailing rate. 

SECTION 11 

DISTRIBUTION FUND 

The Employer shall participate in the Local 807 Labor-Management Distribution Fund, effective 

October 1, 2014 and to be paid as follows: 

a. For the period October 1, 2014 to September 30, 2020 the Employer will contribute the following: 

Effective October I, 2014 the sum will be $5.75 per hour. 

Effective October I, 2015 the sum will be $6.00 per hour. 

Effective October I, 2016 the sum will be $6.25 per hour. 

Effective October l, 2017 the sum will be S6.50 per hour. 

Effective October I, 2018 the sum will be $6.75 per hour. 

Effective October I, 2019 the sum will be $7.00 per hour. 

For all overtime hours 

Effective October I, 20 l4 the sum will be$ I I .SO per hour. 

Effective October I, 2015 the sum will be $12.00 per hour 

Effective October 1, 2016 the sum will be S 12.50 per hour 

Effective October 1, 2017 the sum will be $13.00 per hour. 

Effective October 1, 2018 the sum will be $13.50 per hour 

Effective October 1, 2019 the sum will be S 14.00 per hour 

Each Employee will be paid their pro-rata share of the Labor-Management Distribution Fund at the conclusion 

of the first payroll period in December in each contract year. 

8 

9 / 19 
CK262

Teamsters 

LOCAL UNION 807 

32-43 49th Stree: Long Island City, NY 11103 

Phone (718) 726-2525 • Fax (718) 726-7037 

E-mail: local807@aol com 

Truck Dr vers, Wareho.Jsemcn, Expos111on Co•wcnlion and Trade Snu,\ Employees 

Greater New York V1cin1ty i:n_:l M~tropol1la1 Arca_ 

wrni.m 11.r1, 

Presldertt 

John •Buddy• SU/llvan Tony StDn Kmn Brud1- All(IM Cvrt.o Lu Htlmn 

Secre!ary-Treastnr Vlce President Recorolng Secmaiy Trustee Trust&e 

MEMORANDUM 

DATE: O CTOBER 1, 2009 

To : H EAL TH A~D PE 'SIO:'li F L":\D 

PROFIT SHARl~G f l 1ND 

FROM: TO:\\ STORZ-Bt1s1 '£5S AGE T 

S t.:BJECT: RI GG ING & MACHINERY MOVERS & TRADE SHOW D IV. CONTRACT 

THE FOLLO\\'l:\"G COMP A Y HAS CURRENTLY SIG E D UND ER THE RIGGING A '=D M ACHINERY MOVERS 

AKO T RADE SH0\\' D 1v1s10:-- C O:'\TRACT, EFFECTIVE I 0-t-2008 THRU 9-30-14: 

The Art Fair Company 

1555 Palm Beach Lakes Blvd., Suite 200 

West patm Beach, Florida 33401 

Phone: 269-449-0751 

CONTRJBL TIO,'li \\-'I LL BE MADE A FOLLOWS: 

I-PROFIT SIIARING/ANNUITY: 

The Employer has agreed that contributions on the Employees' behalf are 10 be made into 

the Local 807 Profit Sharing/ Annuity Fund in the sum of fi ve dollars and ninety-eight cents 

($5.98) per hour effective October I, 2008. six dollars and forty-Lhree cents ($6.43) per hour 

effecti\'e October l, 2009, six dollars and eighty-eight cents ($6.88) per hour effective October 

I, 20 l 0, seven dollars and thirty-three cents ($7.33) per hour effective October I, 2011, seven 

dollars and se\·enty-eigh1 cents ($ 7. 78) per hour etfecti\'e October I, 2012, eight dollars and 

twenty-three cents ($8.23) per hour effective October I. 20 I 3 for al I straight time hours. 

And fo r all double time hours cle\ en dollars and ninety-six cents ($ 11 .96) per hour efiective 

October l, 2008, twelve dollars and eight-six cents ($ 12.86) per hour effective October 1, 2009, 

thirteen dollars and seventy-six cents ($ 13. 76) per hour effective October I, 20 10, fourteen 

dollars and sixty-six cents (S 14.66) per hour effective October 1, 201 1, fi tleen dollars and fiftysix cents ($ I 5.56) per hour effective October 1, 2012, sixteen dollars and forty-six cents 

(S 16.46) per hour effec ti \·e October l, 2013 for al I double time overtime. The Annuity shall be 

paid for all hours uch as holiday's sick days and all other paid days. 

Empie) ers will provide indh·idual written notice to all employees of Teamster Local 

No. 807 within thirty (30) days of the month end of all annuity payments made by the 

Employer in the mernber·s name. 

w·Nw Tearnslerc;L ccal807.com O'Cl n1c1 
CK263

2-HEALTH Fu:-.o: 

THE RATE OFCOi'\TRrBUTIO;\' TOTHE H EALTH F U1"D, EFFECTIVE 0 Cf08ER 1, 2008, SHALL BE SIX DOLLARS AND 

FORTY-FOL'R CE1'TS ($6.44) PER HOUR. 

3-PENSION: 

THE RATE OF CONTRIBUTI0 :-.1 TO THE PE;'.'SION Fu;,m FOR MEN o:--.: THE (20) fl.!A t\' SEl\lORJTY LIST, EFFECTIVE 

OCTOBER l , 2008, SHALL BE SIX DOLLARS AND THLRTY-O~E AND ONE HALF CENTS ($6.31.5) PER HOUR. 

A. THE RA TE OF CO:--:TRIBLiTIO:'\ TO THE PENSION FC:-..'D FOR ALL OTHER ME,, EFFECT(\'£ OCTOBER 1, 2008 WILL 

BE FOUR DOLLARS A:'\'D TWE"iTY-FIVE CENTS ($4.25) PER HOUR. 

8. CORES; IF AN EMPLOYEE PERr-..•1ANENTLY LEAVES THE HIGHER RATE PER HOUR CORE FOR WHATEVER THE 

REASON THE SENIOR MOST EMPLOYEE WITHIN THE $4.25 PER HOUR CORE SHALL IMMEDIATELY r-..tOVE UP INTO 

THE HIGHER RA TE PER HOUR CORE AND HA VE THAT A/\IOL'NT THEREAFTER CO:--JTRIBUTED ON HIS/ HER BEHALF TO 

THE P ENSIO'.\/ f UND. T HERE SHALL BE TWENTY (20) :\IE:'\ I'.\/ THE HIGHER RATE PENSION AT ALL TIMES. 

ADDITlO~AL CO.'liTRJBUTlONS TO THE HEALTH ANO/OR P ENSIO~ FUNDS; 

E:\1PLOYER'S RATE ON co 'TRIBUTfONS TO THE H EALTH A:,.;o/oR PE SION f lft\DS SHALL BE I 'CREASED AS FOLLOWS: 

EMPLOYER'S RATE Of CONTRIBUTIONS TO THE HEALTH AND/OR P ENSIO:\ FUNDS SHALL BE 11'.'CREASED BY 

SEVENlY (.70c) CENTS PER HOUR EFFECTIVE O CTOBER 1, 2008 AND SEVENTY (.70c) CENTS PER HOUR 

EFFECTIVE OCTOBER 1, 2009, SEVE!\TY (.70c) CENTS EFFECTIVE O CTOBER 1, 2010 AND SEVENTY (.70c) CE~TS 

PER HOUR EFFECTIVE OCTOBER 1,2011 AND SEVENTY (.70C) CH:TS PER HOUR EFFECT! VE OCTOBER 1,2012 AND 

SEVEJ'\TY (. 70c) CENTS PER HOUR EFFECTIVE O CTOBER 1,20 l 3. 
!6 )f:fF.ALTI:l 

llf.t\LTIJ ANU PEl\'S101' 

I he Employ ct ~hu 'I p.ut1c1pal< i:1 Lhi! l..ocal olli L1.l,~,r-M.,r>11~C:11\!ut l lr:ul1~1 l'u:;d 

Con1J1h111 ielf1 I by the- Emplrt)"?r 1 h,i)I, rikr.cwc (l,:;1cbcr I 20{•6 c,c p,1.;d a.~ tutlow ~· 

Y,'lu~rr. r.u m.r, any ri11~1~rly JC{X~rt1ni; pc:-1c,d, J.n E111plri)tx: ,~ pl 1d U)' aJI l:.lupl~•)',;1 k r fr~ tJ~1l ~1,1:, 

{1\·: {bS) doys, i~ti:ding 1etu:ar dn)•~. s1cl: l!ny1., $~1.11~~>5, Sumlllyu . .-d l1o ltd~~~ ("'~,ether worl:ed or 11v<\, the 

l;.111J1ki:,c1 sh.ti! ,: 0111,il,J(C ot I.ho r1cv.11 lmg ,a,c, "' tit(' h:n.th rnr,;l OC1 L~l\o(( or 111.11 1·;:nplo)'(,c foe c~h r1JIJ l,h1\lr,h1 ll111C nnd ,l\t111:1rn· h,'111 up(() n lll,IXI0\111' 1 nr f11r h11ulrnl IWClll',' f.'.l:'0 1 hC'l111 ~. 

,> WI.err. tfor:np, :,11}0 q,rn·cr, l~ 1quJ1' 11JC ;,c-h>,1, 011 h111plV}'C'<: ,s l \ 1IJ h,,· n11 tlHf>IU,iU• (01 1,xl~•.fhr. (C,~) l• 

:ll,'1t' d 11)~. ln:h:Ji,:M 1rt,1lt1 

''")'>, 1 td, Jiy;,, ,t,tu1thr\, .\1111c:n}'$, nud hollcJ~r,r (,,)1rthor worl:cd er r,01), t'•1r 

2.l'J\rlt,;i:ir ih~ll , 1··1tribu:r • . ti tl>C' p1r•,:,dm~ 1.11(' 11, lb • I k~l1l117111d 1111 ·,clud l uf ~nlJ H1·1p: 01~ I.-. clr,111 t,~; 

1,.>11:1 ptr r!:iy for r.trh p."1 11: r.by 

lti,• ,~,r of c.>n•,1Jbur:->11 ,~ :.ir. I lc,11:h I 1u·.,1, ~He, Ii vc <.l.::1<:4,e, t. :•J.:i)h, ,11,.111 he~,~ 11n1lJ1:, :uJLI l1,Xt)' fouauw,. 

(.S{, •1·11 JlCJ l 1<"1J1 An} Uh :M "h1 111,1 •~le ol co11 rit,di,11 1,h~II 111 111 •• < 11r.l11,11r wi1h pllro\11,rn;ill {C) o! l!ii, 

Swi'Y.I. 

l k~illl 1L1n1nl,1111u1: ~ an· I , l,r 1k? ~\llhl 111 l , c•rh1·.11r .1r, ,1111t1. n, 111 lu· m·d rru utltcr 11,~r l it.11th Fund 

pu•p:)1C1 

rn l l'CN~IQf:.! 

n,. l,mplo>"C: )holl ? Mt1.;.11ll'lt .n 1:, c L • ....:~I su :.&:,or M.u1<\gcrnc:a1 l'cm 1O1. h111J Col\U1tlJll•''" h~ 1b,· 

l;11\;)lr1~~ Ju.II, dlr• 1w· fJ,.tobti I . 2f.('lli or.I! 11, llC 1•~ ,t .,r. rulluw, 

W,e~, ,1'1,--int: ,1!1}' ,pJL.rtrrly 1tpc,rtL1& p.:n,'ld. !tr\ En:r,.•'>''• i) 1>11111 JJ Ilic l: 111μlo)<"J lor k sul:.,r, ~ix}~ 

th,· (h'•) ,IJ}'I, 111..:luJ iu& regular d.i:,·l. ,k I: ,fay!, S!.lu.'.tb)', . ~llnJ11y~, .u,J lll',l.:tJ,~-<. c • ..-h.-thr, "'" rlrrl lll not), Lu 

1::.mpl-:»•rt !h:!.ll C( rn, ihtll~. )I lh~ [lrevailmr. 111:e. tc lk ?<"ntioJO f u~.tl on 1-cluli c,i ~aid 31,1pl•lY~~ in, ;-~ch p.1i<l 

n rJ11;~.t tL'T'ie .!tt'.d .we:1inll! 1'.11u, lllJ 10 Q mt~iM.11l', c: t.,'<" h:md:t:d twcr,r1 (5::!0) h.>ol1r. 

!. 1/,ht'n:.. tiu.r.ng JOY q.ia::t,,l) 1:pcnins:; p:c1nil, an Er:1piro,,-..: ,, p~1,1 hy th ; ::.<nplr,y.:: tor M, :y r,,·e :t.,; J 

nr rnr.('C' CU.)!. i~cl'Jdme; xgular da}c, ~,cl: c.!y~. Suwd:.y~. S:.111d:1._y:<., sr.J li.~id~:,~ 1 .,,,.,1t 1h~r wrn-·,~1 or n (ot; , the r::mr· n11'.r &hijll : ootnbl!tc, 111 the pn: 1,sili11.:; ,~, t-1 1.1c Pc11~i,o11 r-uH,::. or. heba!f ,.r i:a.J Eu,ploye<' for eigLI :in 

t,;;,Jr~ per d.ly for ci:.;b j:(r)' d:i.:,. 

7 
The ;,11,: uf ,uotr.b1rn~n 1111hr f'i:m10.1 rur,d for .1 I C".l1e1 mer .. cfkcm IJ\-t-ober I, :.?008 '.\'ill be fo11 rC-¢)l;m BJld 

tWO::llt)' live ccn1\ fS•1.25J f'!!r hour. 

Cure:- :c an ctnpio)'n pear:ru,c:n1l,v lc:uw, 1h1• J Jli:;hrr Killr pc1 bCKu <,;ure .'or Wlt:Jlc\'Cr the rl!4~11r. ,h:. !.CTliOf 

1111)~1 t:A1;,)Q) W. wl1hin the $,1.25 J1<'J ho.11 core ihaJI unm,di.:i~. >' 111v\'<.• ur ir,lc ,he l11Ah0t r.\1C' p:-r ~0111 00:" -'lltl 

h.i \C lhl! '.ln11,,:ic tltm:~1/\•r co,1ri1J1.1ttd en hir,li-:rl"(':,al( :,;, lbt ~r.1;i1-.1 f unrl T!lrn· ,,:,lll l:l<' ~J./enty lW) n)•:11 

ir, lite l1li;h~r UIC' pcmi<."ri r•I n;l t111J~':'> 

J·cr..\ior. ;:01.11i'>11 ·i,,.,~ 11rt· I<..\ \le lk;tosilc:J In i\ .1,1', rutc ). L-''JU'_ :10: 1.., ""3 L ,cJ fut ,ither 1b1m .Pt:1,~n P1:r11r 

l"lfJ'.>~ f1Jt}' 111 ('1\"<l li>' 111 1l.i1 rote. ot' ; un1ril,atiri11 !.hall be 11·. n:-cord.at:~ w1lh p.u n0,.:iopl, iC:, ,,( lld~ Sc.:-lil'n, 

,\t!J)t J1 ~1.NAJ.. ~•1)~.111)9]'..~ ... n Jl lt Ji)• fU.1 ii N,Ui•JRi•T:.li:5_11L!il:J.!*">.i. 

b npLl',cr ,, 1c 11t l-C. no t ;;n: 101,~ l.l 1.w I lr,1h~, 1uiJtur i'cnmf'11 r11,r,,1~ ,ltnll lie hr,u11,-rt hr li'·,~·ncy ( lt:q c-r:·u•. 

r ,11 l1,,.11 o! fc·: c, •t' 0,(ot,,.r : . 2008 :11HJ 1-ew,,1y ( /UOte11tJJ ('<:r hs:,.11 otfocmo OriobL'1' I , ).(;,Yi. ~rvc111y ( 7Cc> 

0:,01.$. eoHi:Glh-r 0:·1<'1l,c:1 I, :mo Imel ~ \ 'C1t~· ( 1~lce1Jl3 j'CI hoi:r tffc,.'!llvc. Ckl1)bcr 1,20 I I ir.~ p;e \'Mtr(, 70t..( 

tc1,L1 per h,...,1, din Li ve (.)..:tubrr 1,:10 17 nnd 1e•.-cn1, { Ii\.), nu, )'l'.'1 t,ow rJ)'n live Octol~\r I ) C}l) 

11.r n:l,.x:u11.::tt ,1r ah 11dd111nn:-.I c-inc.nbl.ll0f111hm,1g Ilic hi: uf LhiJ Ai;1~111ru1t ,u hdwc-cn 1Jtr lleuJ1h orulJo, 

l'1·11,1io11 Arndt. oh:tl. be :fol¢r:nancd by 1h0 l! n" ,1 111 11.1 ~c., le 1fo1,1t l .lll1 p• 1<:1 I'-· l~ ropi:~ l1vr c1J11ci LJ1ercoJ "11,J 

E::i:1pto;,t:1 fthuJI l1 1rreMr. 11 • O:fJ11111bv1lcin~ I•) ~:11·h ,,~ hu1h cl ,hr l·u11~ in o,..:rinb11<.1' 111111, 1J1e l 1111011'~ 

1lc. lc 11 r. lnot m1: 

Por Iii,, pen::>:\ l1e l11,'-!'e>r. Ap11: I, ,:l()K 10 Sep1emtw Jl1, )U l'.i 11!.! F:1r.r,loy1•, .1hJ.II p~y hn)' ndJ itlo1..!1I 

,u1tnbi;1101l) 11.)'.l ,c Hcut:h ,n,1.1,w 1'1·:11 .. 1111 f·.111\lh p:-.ls t,~ll 111 :t-: /\'cw k r!\:'.y N=\.\I Yr111J Arc~ Cic-nr.,,..11'111· ~11111 

,<; ,q 11lr .. 11:.c•11 111 11,· N-llft:1111 M o,-1~1 r 1t 1~h1 Abr~: mi'?1\I anJ tit<! lJ111011 1{11!<,r thl'rt'l,) 

1Q, 'i l<l:.q l•, ';->!l>~ 

1. Hu.• Tf~•,·.:~ :>I' I3c H..:Rld.J amJ P~, \JOO l·unJ, oJ1:.II he Ilm"l: r-,r,.,)n~ n,," ~ "l•~r 1., T l\tSl ~r.i, r,r 

1),~ rt :l, ly cle.,l~tlllr:1 ~•11:c~~on. 

t, Co111nhu11 -,111 1l1Jl! b; rrwk 111 nu· T111~1~·: s ol t:,r f-und6. 1bc !:.rnployc r ~lul!I :o.'"\ufd hi~ 

c..:o ld·Ulll.lJ'i~ CO tht r ~r,dq Sil pr:1cd1c 1n1er\l,\J~ 1C! i:y the. ':•~ tc.t $, 

c The Tr.,~~,, ~l,nll 1'11v: •h, right to .JC.:.C':Jt tJ~<: Urtiein 8$ an Er.Jp.o:,-cr and le m,tr the l!i:1rn's: 

, ~:pl,1~·~•~ f,,, l><."h p-:u~wn ~c h<'.,hh rer~IJI! 

8 
bmJi.1s t1 J> lll 11,e :;'i\f\lCS hcl):ln 

l Jb c -:-n:~1.:c3 •if 1he l• co. 111 j l ol 1\-,,w_,, l•und~ iru:t l~-'l J:cnnluc~ fi:: .r,11>· .,r,d oil ochnq·ien· 

l"~•IX'nlb tr. 01:,ou1.1:-, wh1•:h Lie:,. in rl1~•.t-rtlm1. deem. j:m tfie;! w r.; 'ua:l u-.c nddcd c~ I c,f CC'lltclior. 

:,1 Ll:" e..-cn1 ri1e Ern;ilo}-tr dt':f,\~I It$ m ~1(11,ncJ1: llf ~Hm'-'l•t• 1, 1Jlur h~;iJ,h t:<::Jlribuuc.'C~. or pL-:u.ilicJJ 11nd J:. '4tC-: o4 

ruch t-tf.i11k ia ~:rvcd UJX'll 1J~ llmplo~-c:1 d:1 onluu~ ,111111 hy the ALl:oi11:l~113(11f of tbe 1-'\IJldi . 1111d c11pb a1c 

1c 11· 11,;lo:. llr.lca. ?c:n~ion OJ1•l'o: 1tcoJlJ1 'J'ruArcr.i, 11,.t If :.:ii d dcfoi;lt 19 no: f.';\ld w.rlli:i n ·,e (.S) worka1e, tby~ 

11flc1 ~A,d r--~1cc.ol'de!in,,1, 1lttJ11hr ;.-.ov1>10111 jf',f arb11,nt.~•n ~:1nU be dc:co11?J(:c.11Cdc:i! w;1h<Jm•,•11 ond w11!-.'c:c 

U)' u,~ l3rtrploy-c-: hn,1 the t:r1ir111 ,11:111 1hrr:11pon on.Irr a:1J rn.fo l\:t ! ~1,ilc o~., imt tl:r. f' mplO)c1 u1 der~ulc.. 

ll'htc-1. ~hnll :10< be ('(lflfi,dt :cJ b l•tl!llr h 4)( Lil~ A1:"te1111:11r rhc l;.11plo>'Cl 9h,11IJ 1i,irlilt1 IWt'l)I} {Zit} Oft}'~ rutc: 

tJCh :11R1l~1 ~llbr.111 i,; chr. A~n1l,1b tn110, c1' the f-und5 I, ~,~1em~ ,. u11tkr o·llu, ~ ulil~ rw1l1 ll1: JIJllllO tllll'i WCLJil 

i--..111,t;; nu1nbort or n II Emrlo}'eeb, bc<J, t..'nu,11 011d rm, u11i.lf1. "''ho hJo•c worl:cr. in II," (l•T<"t:rlmJ.l •11i..rtcr jn .,II 

d 1 I( ttnl ionsc•o·,01 r,111) :h ,~ A i;1 tm;c-ot :.nc u.:lul.tl.:rTl(:1; 1 ., hn L .!X' I f n i IJ1 lllll' <CUllrt':iui 11.Y:s mndc: l!f1 t,,,;,hal! Qt 

~ucl, E::111;:lo~\-~11. Tl,,. r-,1111h ' !1d1t1:m1111t<"A , on htJ ,\•~ n m,•:,1io11. 01 ot !.lie n gu ..-~, 1)r the V11i1"1 ll~,u l1:1,,01h,.. 

rl!(bl t:> i11.1 pc,cl 1J11C Vl.ll•~> 1111d/w ru:nrcld 1,:,011~1! en sucJ, ~1;i.1e1:1cr.c orid tn ln1c.r1•:cw all l;m1>loyco tf 11,c 

l·rnrlu','C'I Tl1>' AJ11111u. 1rn1 ,,r ,h11ll /11r:low11•, '""l~~ , "' wrhi:J1r. I~<" :tn11IL1 or 11»> ln11pt.;clon et i»tcr.-il:\\ 

r l~n,pby~, rnnt, 1h11h1,:u 10 1hc- Leen: 1ir•7 r ..,.t,u, :'-1,urllJ!crr,tnl 1!.1:.1.lth I nr.lrlr /',:," ''"' 1-omolr, on l>ch.1l~ ol 

~"''l''•rntt nflk cr~ c,, ~11J,111ctl r, mpln•,-e,•J, 1x-rf\,m,lni -.ovcieJ cmpby:,)t':tt 1lur11,li 141Jv111Ceily rcpo11h1,: p11 r,i,1I, 

,hull l,r 101 t 111win.1.111 nt :i v, I u11J1C\J ll fti'. 1wc:11y (.~20i hoer: fN ~kl (,L~rre,, M 111~ r,H·,·nl.mt ,~:r 

~l!('TIO"i 11 

Ul~Tntntn'ION (itJNJ> 

The 1:,1.pl,1)'\ 1 ~fu.ll 1,11,tk;ipl tc 1·1 L':<! 1 ~, 11 . ~1"1"/ I ,:it,Of MJ1--i1-•u11:u1 ()1,1 r. hul 1t.o:1 I l!r. d. efltL1t1·~ 

0c-loh,•· 1 2~(11\ ~ I\<: rn ht- J'll ll1 H foJlc,',1.'~• 

e.. for 1)1~ r~ric:-1 G\·t:,l'o(;r I, :200~. 10 Sc?(c111llc, 1,l. 21114 11,.. l'm plt;yt1 will , .1r.tJiou;e th~ folk,\,h')'.: 

I;: Jr doll~,< .lr..11 tw:nr; l;•:~ ,.-:11~ (H .J:5) re1 bour d icer,,,~ Om,l>e1 l, J,:()SI, I mr ,1,.,11015 and fi:ty ccms 

:~ :50J I"'' l11)l1r d '.Ol.-1;·,e Ornil~J I. :!{IU9, iou ,folbr, ~•-.d S:\·~•llY· fjy~ .,~b :.M ?5) pc: l,cn.r cffcm s~ 

CA:1ob.:1 I, J'.J l·'.1, :ive rJ.:ill ~r,; ($'> {lll; -;,t1 r.o;.:.r :!Jc-r;h-c Uclol>:c I !(•l I, fh·~ d11]L111'i ,iJIJ l"''<:Ol) fh·: ccnt! 

,,.~ ,5) ()('r Lu:r cffe.:tt'IC O.:.ld,ei : . }11 2. fi ei; d.,l.~:1 .ad iifl) l~ O\£ rl 5 sen ;>er hullrcffccu•,-e O:t<:bcr l. 

J1111 rt.-: ~1rn1g~1 tim~. 

(ij1h' dv!l.v6 a:id i.tt; , : n:s (j,~_:5c;, tlt l lw11.r l!fft:Cllle Oc1ubtr 1,20!;~. nn:.:: du.lur., (SO.~); rm Jr:i IJ ~ffo::1i11r Or(ltr.r , . ]ij l}J. t:llls= coll~111 mil f.fl_',' t."lellL:: l S9 :I(•) (•:r h, •ri ,:((t.'X;1 h i: 0 ;·1nh.-r 1 ,, GI C, ren doll,ll'S {Sl ·l CC-) pc, 

l:l)ut effcd,· • .:: ~.lc1a:,<,r I ,'.'.J1 1, Jen doll11., D.lld iii~· cent; /$ 105 0) T.-?r ~:-·Jr ef:oc11 ,·e 0 ::u.il-..,~ 1,1012, e.le\•ffi 

d:>11:.n, {S I l OOJ ~4 1,r,ur eITe~11w Oc1,~·~~, 1,201'.\, k,s .-;,•c r1rm~ •'.-foublc: tiutr.) 

9 
CK267

2014-2020 

RIGGING AND MACHINERY MOVERS 

A 1D TRADE SHOW DIVISION CONTRACT 

Between 

TRUCK DRIVERS LOCAL UNIO 1 10. 807 

And 

AGREEMENT entered into between hereinafter called the "EMPLOYER" and TRUCK DRfVERS 

LOCAL UNION NO. 807, hereinafter called the "UNION" to govern all hour~. wages and working condi tions et forth 

from the I t day of October 20 14 through the 30th day of September 2020 

SECTION 1. 

UNION RECOGNITIO!'\ 

A. The Employer recognizes the Union a~ the sole and exclusive collective bargaining representative of all its 

employees who pick up, haul, load o r unload displays, freight, matcrial(s), machinery, tooh and/or 

equ ipment or assist in same. who operate (or assist to operate) the machinery, equipment, tool , and/or 

vehicle. by which such v.ork is performed or which i related to such work (e.g. hilo, bulldozer, truck) and 

all othe r employees performing the kind of work described herein. 

B. All pick-ups, hau ling, loading and/or unloading of displays, freight material(s), machinery. tools and/or 

equ ipment and the operation of all machinery, equipment, tool and/or vehick~ by which such work i 

done or which is related to such work. and other work customarily done by the Employer's employee 

shall be performed only by the Employer'. employee covered by thi Agreement. 

C. The term'i "Emplo)ee" and "Emplo)ees" as hereina fter used are intended to refer solely to all person. 

within the collective bargaining unit covered by this Agreement. 

D. All men who pick up, haul, load or unload freight, material(s), and machinery in connection with a 

rigging job shall be CO\ ered by this Agreement whether o r not the) actuall) handle rigging equipme nt. 

A man who dri\·es a truck regardless of ize, which i equipped with a fall, hall be classified as a 

Rigging Chauffeur whether or not the fall is actually u ed. 

E. For the purpose of this Agreement the Employer agree to refrain from using the service of any per~on 

who does not obsen ·e the v. ages, hours and condition of employme nt set forth in thi Agreement. 

1 
CK268

SECTrO~ 10. 

HEALTH AND PENSION 

(A) HEALTH 

The Employer shall partic ipate in the Local 807 Labor-Management Healch Fund. 

Contributions by the Employer shall, effocti,·e October I, 20 14 be paid a follows: 

1. Where, during any quarterly reporting period, an Employee is paid by an Employer for k s~ than sixtyfive (65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute at the pre\"ailing rate, to the health Fund on behalf of that Employee for each paid 

straight time and overtime hour up to a maximum of fi,·e hundred twenty (520) hours. 

7 

\\'here, during any quarter!) reporting period, an Employee i. paid by an Employer for sixty-ft ,·e (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether v,orked or not), the 

Employer shall concribute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) hours per day for each paid day. 

The rate of contribution to the Health Fund effecti,·e. 

October 1, 2014 the rate shall be $7.94 per hour. 

October I, 20 I 5 the rate shal I be S8. 19 per hour. 

October I, 2016 the rate shall be $8.44 per hour. 

October I, 2017 the rate shall be $8 .69 per hour. 

October I, 2018 the rate shall be $8.94 per hour. 

October I , 20 I 9 the rate shall be $9.19 per hour. 

Health contributions are to be depo:-ited in a separate account, not to be used for other than Health Fund 

purposes. 

(B) PENSION 

The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the 

Employer shall, effective October I, 2014 and to be paid as foll ows: 

I. Where, during any quanerly reporting period, an Employee i paid by the Employer for less than sixtyft ve (65) days, including regular days. sick days, Saturdays, Sundays, and holidays (whether worked or not). the 

Employer shall contri bute, at the prevai ling rate, to the Pension Fund on behalf of said Employee for each paid 

straight ti me and o,·ertime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarter!} reporting period , an Employee i paid by the Employer for sixty-five (65) 

or more day , including regular days, sick days. Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute. at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) hours per day for each pay day. 

6 
CK269

The rate of contribution to the Pension Fund for men on the (20) man seniority list, 

Effecti\·e October I, 20 14 the rate shall be $9.0 J 5 per hour. 

Effective October I, 20 15 the rate ~hall be $9.465 per hour. 

Effecti\'e October 1, 20 16 the rate shall be $9.9 15 per hour. 

Effective October I , 20 17 rhe rate hall be SI 0.365 per hour. 

Effective October I, 20 18 the rate shall be SI 0.815 per hour. 

Effec tive October I , 2019 the rate shall be S 11.265 per hour. 

The rate of contribution to the Pension Fund for a ll other employees, 

Effecti ve October l , 20 14 the rate shall be $6.95 per hour. 

Effecti ve October I, 20 15 the rate shall be S7.40 per hour. 

Effecti\'e October I, 20 16 the rate sh al I be S 7 .85 per hour. 

Effective October I, 20 17 the rate shall be S8.30 per hour. 

Effective October I, 20 18 the rate shall be $8. 7 5 per hour. 

Effective October I, 20 19 the rate shall be S9.20 per hour. 

If an employee permanently leaves the Higher Rate per hour core for whatever the rea5011 the senior most 

employee within the per hour core shall immediately move up into the higher rate per hour core and have that 

amount thereafter contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the 

higher rate pension at all ti mes. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund 

purposes. 

(C ) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopt, the terms and 

condition of the Pension Rehabilitation Plan. 

(0) TRUST FUNDS: 

a. The Trustees of the Ht!alth and Pension Funds shall be tl10~e person~ now accive as Trustees, or their 

duly designated successors. 

b. Contributions shall be made to the Trustees of the Funds. The Employer shall fornard his contributions 

to the Funds at periodic intervals set by the Trustees. 

c The Trustees shall have the right to accept the Union as an Employer and to co, er the Union's 

employees for both pension and health benefits. 

d. The Trustees shall establish ru les, which shall include, among other things, the requirements of 

eligibility. distribution of the Health and Pension Fu nds and the rights of employees thereunder. The Trustees 

shall set forth the rules and provisions governing the administration of the Funds. If the Trustees do not agree 

on rules covering the foregoing, a neutral Trustee shall be added to the Board of Trustees and the decision of a 

majority of the Board of Trustees with respect to the whole or any part of the Health and Pension Funds shall be 

binding upon the parties hereto. 

7 
CK270

e. The Trustees of the Healrh and Pension Funds may assess penaltie for any and all delinquent payment 

in amount , which they, in discretion, deem, j ustified to offset the added cost of collection. In the e,·ent the 

Employer defaults in payment of pension and/or health contributions, or penaltie and notice of such defau It i 

cn ·ed upon the Employer via ordinal) mai I by the Admini trator of the Fund , and copies are sent to the Union, 

Pension and/or Health Tru tees, and if said defau lt is not paid within five (5) working day · after said notice of 

default, then the provi. ions for arbitration shall be deemed canceled withdrawn and wai,ed by the Employer 

and the Union shall thereupon order and enforce a strike against the Employer in default, which shall not be 

considered a breach of thi Agreement. The Employer hall within twent) (20) day after each quarter submit to 

the Administrator of the Funds a statement, under oath, setting forth the names and social ecurity numbers of 

all Employees, both Union and nonunion, who have ,, orked in the preceding quarter in all classification!) 

co\·ered by this Agreement and such tatement shall et forth the contribution made on behalf of such 

Employee,. The Fund ' Admini. trator, on his own motion, or at the reque ·t of the Union shall have the right to 

inspect the book. and/or records relati,·e to such statement and to interYiew all Employees of the Employer. The 

Ad mini trator shall forthwith report in writing the re~ult of any in pection or interview. 

f. Employer contributions to the Local 807 Labor-Management Health and/or Pension Funds on behalf of 

corporate officer~ or salaried employees, performing covered employment during a quarterly reporting pe riod, 

hall be for a minimum of five hundred and twent) (520) hour for said quarter. at the prevailing rate. 

SECTION 11 

DISTRIBUTION FUND 

The Employer 5hall participate in the Local 807 Labor-Management Distribution Fund, effccti,·e 

October I, 20 14 and to be paid as follows: 

a. For the period October I, 20 14 to September 30, 2020 the Employer ,, ill contribute the foll owing: 

Effective October I, 20 14 the um wi ll be $5.75 per hour. 

Effective October I, 20 15 the um wi ll be $6.00 per hour. 

Effecti \ e October I, 20 16 the sum will be $6.25 pe r hour. 

Effecti\ e October I, 201 7 the sum will be S6.50 per hour. 

Effecti ve October I. 20 18 the sum wi ll be S6.75 pe r hour. 

Effective October I, 20 19 the sum will be $7 .00 per hour. 

For all o\-·ertime hours 

Effecti,·e October I. 20 14 the sum ,, ill be S 11.50 per hour. 

Effecti, e October I, 20 15 the um will be S12.00 per hou r 

Effective October l , 2016 the sum will be $ 12.50 per hour 

Effective October I, 2017 the sum will be S 13.00 per hour. 

Effective October I, 20 18 the sum will be S 13.50 per hour 

Effective October l , 2019 the sum will be $ 14.00 per hour 

Each Employee will be paid their pro-rata share of the Labor-Management Distribution Fund at the conclusion 

of the first payroll period in December in each contract year. 

8 
CK271

Teamsters 

LOCAL UNION 807 

32-43 49th Street. Long Island City, NY 11103 

Phone (718) 726-2525 • Fax (718 ) 726-7037 

E-mail: local807@aol.com 

Truck Drivers, Warehousemen, Exposition, Convention and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area 

Jahn "Buddy" Sullivan Anthony Stor2 

President Secretary-Treasurer 

MEMORANDUM 

D ATE: J ANUARY 10,201 9 

T o: H EAL TII AND PENSION FUNDS 

P ROFIT S HARING FUND 

FROM: T ONY STORZ-BUSINESS A GENT 

Lu Ht:irora {iJymond Asquino Gladys Nieves 

Vice President Recording Secretary Trustee 

S UBJECT: RIGGING & MACHINERY MOVERS & T RADE SHOW DIV. CONTRACT 

Marty Meyers :,cott Brady 

Trustee Trustee 

THE FOLLOW! G COMPAN Y HAS CURRENTLY SIGNED UND E R THE RIGGING AND M ACIIINERY M OVERS 

AND TRADE SHOW D IVISION CONTRACT, EFFECTIVE 10-0 1-14 THRU 9-30-20 

Avata Exposition Inc. 

15928 Tournament Drive 

Gaithersburg, MD 20877 

Phone#301-921-0800 

COl'ffRIBUTIONS WI LL BE MADE AS FOLLOWS: 

1-Profit Sharing Fund 

The Employer has agreed that contributions on the Employees' behalf are to be made into the Local 

807 Profit Sharing Fund in the sum of eight dollars and twenty-three cents ($8.23) for all straight hours 

effective October I, 20 14 thru September JO, 2020. 

And for all double time hours at the sum of sixteen dollars and forty-six cents ($ 16.46), effective 

October I , 20 14 thru September 30, 2020 fo r all double time overtime. The Profit Sharing shall be paid 

for a ll hours such as holiday's, sick days and all other pa id days. 

Employers will provide individual written notice to all employees of Teamster Local No. 807 

within th irty (30) days ofthe month end of a ll annuity payments made by the Employer in the member's 

name. 

2-HEALTH FUND: 

A)HEALTH 

The Employer shall participate in the Local 807 l.abor-Managemem Health Fund. 

Contributions by the Employer shall, effective October I, 20 14 be pa id as follows: 

I. Where, during any quarterly reporting period, an Employee is paid by an Employer for less than sixty-five (65) 

days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the Employer shall 

contribute at the prevailing rate, to the health Fund on behalfofthat Employee for each paid straight time and overtime 

hour up to a maximum of five hundred twenty (520) hours. 

www. i bt807.com 
CK272

foreman shall follow the seniority list. 

SECTION 10. 

HEALTH AND PENSION 

(A} HEALT]i 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, effective October 1, 2014 be paid as follows: 

1. Where, during any quarterly reporting period, an Employee is paid by an Employer for less than sixtyfive (65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute at the prevailing rate, to the health Fund on behalf of that Employee for each paid 

straight time and overtime hour up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) 

hours per day for each paid day. 

The rate of contribution to the Health Fund effective. 

October I, 2014 the rate shall be $7.94 per hour. 

October 1, 2015 the rate shall be $8.19 per hour. 

October 1, 2016 the rate shall be $8.44 per hour. 

October 1, 2017 the rate shall be $8.69 per hour. 

October 1, 2018 the rate shall be $8.94 per hour. 

October 1, 2019 the rate shall be $9.19 per hour. 

Health contributions are to be deposited in a separate account, not to be used for other than Health Fund 

purposes. 

(B)PENSION 

The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the 

Employer shall, effective October 1, 2014 and to be paid as follows: 

1. Where, during any quarterly reporting period, an Employee is paid by the Employer for less than sixtyfive (65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five ( 65) 

or more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer sha 11 contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) 

hours per day for each pay day. 

6 
CK273

The rate of contribution to the Pension Fund for men on the (20) man seniority list, 

Effective October 1, 2014 the rate shall be $9.015 per hour. 

Effective October 1, 2015 the rate shall be $9.465 per hour. 

Effective October 1, 2016 the rate shall be $9 .915 per hour. 

Effective October 1, 2017 the rate shall be $10.365 per hour. 

Effective October 1, 2018 the rate sha11 be $10.815 per hour. 

Effective October 1, 2019 the rate shall be $11.265 per hour. 

The rate of contribution to the Pension Fund for all other employees, 

Effective October 1, 2014 the rate shall be $6.95 per hour. 

Effective October 1, 2015 the rate shall be $7.40 per hour. 

Effective October 1, 2016 the rate shall be $7.85 per hour. 

Effective October 1, 2017 the rate shall be $8.30 per hour. 

Effective October 1, 2018 the rate shall be $8.75 per hour. 

Effective October 1, 2019 the rate shall be $9.20 per hour. 

If an employee pennanently leaves the Higher Rate per hour core for whatever the reason the senior most 

employee within the per hour core shall immediately move up into the higher rate per hour core and have that 

amount thereafter contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the 

higher rate pension at all times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund 

purposes. 

(C) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the terms and 

condition of the Pension Rehabilitation Plan. 

TRUST FUNDS: 

a. The Trnstees of the Health and Pension Funds shall be those persons now active as Trustees, or their 

duly designated successors. 

b. Contributions shall be made to the Trustees of the Funds. The Employer shall forward his contributions 

to the Funds at periodic intervals set by the Trnstees. 

c The Trustees shall have the right to accept the Union as an Employer and to cover the Union's 

employees for both pension and health benefits. 

d. The Trustees shall establish rules, which shall include, among other things, the requirements of 

eligibility, distribution of the Health and Pension Funds and the rights of employees thereunder. The Trustees 

shall set forth the rules and provisions governing the administration of the Funds. If the Trustees do not agree 

on rnles covering the foregoing, a neutral Trustee shall be added to the Board of Trustees and the decision of a 

majority of the Board ofTrnstees with respect to the whole or any p art of the Health and Pension Funds shall be 

7 
CK274

binding upon the parties hereto. 

e. The Trustees of the Health and Pension Funds may assess penalties for any and all delinquent payments 

in amounts, which they, in discretion, deem, justified to offset the added cost of collection. In the event the 

Employer defaults in payment of pension and/or health contributions, or penalties and notice of such default is 

served upon the Employer via ordinary mail by the Administrator of the Funds, and copies are sent to the Union, 

Pension and/or Health Trustees, and if said default is not paid within five (5) working days after said notice of 

default, then the provisions for arbitration shall be deemed canceled withdrawn and waived by the Employer 

and the Union shall thereupon order and enforce a strike against the Employer in default, which shall not be 

considered a breach of this Agreement. The Employer shall within twenty(20) days after each quarter submit to 

the Administrator of the Funds a statement, under oath, setting forth the names and social security numbers of 

all Employees, both Union and nonunion, who have worked in the preceding quarter in all classifications 

covered by this Agreement and such statement shall set forth the contributions made on behalf of such 

Employees. The Funds' Administrator, on his own motion, or at the request of the Union shall bavethe right to 

inspect the books and/or records relative to such statement and to interview all Employees of the Employer. The 

Administrator sha11 forthwith repo1i in writing the results of any inspection or interview. 

f. Employer contributions to the Local 807 Labor-Management Health and/or Pension Funds on behalf of 

corporate officers or salaried employees, performing covered employment during a quarterly reporting period, 

shall be for a minimum offtvc hundred and twenty (520) hours for said quarter, at the prevailing rate. 

SECTION 11 

DISTRIBUTION FUND 

The Employer shall participate in the Local 807 Labor-Management Distribution Fund, effective 

October 1, 2014 and to be paid as follows: 

a. For the period October 1, 2014 to September 30, 2020 the Employer will contribute the following: 

Effective October 1, 2014 the sum will be $5.75 per hour. 

Effective October 1, 2015 the sum will be $6.00 per hour. 

Effective October 1, 2016 the sum will be $6.25 per hour. 

Effective October I, 2017 the sum will be $6.50 per hour. 

Effective October 1, 2018 the sum will be $6.75 per hour. 

Effective October 1, 2019 the sum will be $7.00 per hour. 

For all overtime hours 

Effective October 1, 2014 the sum will be $11.50 per hour. 

Effective October 1, 2015 the sum will be $12.00 per hour 

Effective October 1, 2016 the sum will be $12.50 per hour 

Effective October 1, 2017 the sum will be $13.00 per hour. 

Effective October 1, 2018 the sum will be $13 .50 per hour 

Effective October 1, 2019 the sum will be $14.00 per hour 

Each Employee will be paid their pro-rata share of the Labor-Management Distribution Fund at the conclusion 

of the first payroll period in Deccmb~r in each contract year. 

8 
CK275

COLLECTIVE BARGAINING 

AGREEMENT 

BETWEEN 

AVIS RENT A CAR SYSTEM, INC. 

AND 

TRUCK DRIVERS UNION LOCAL NO. 807 

INTERNATIONAL BROTHERHOOD OF TEAMSTERS 

APRIL 1, 2019 THROUGH MARCH 31, 2023 
CK276

ARTICLE 28 

Local 807 Labor-Management Pension Fund Local 

807 Labor-Management Pension Fund Section 1. 

(a ) The Employer shall participate in the Local 807 Labor-Management Pension Fund 

(Pension Fund), effective January 1, 1978. The Employer shall contribute to the Pension Fund for 

each Head and Regular Shuttler on the current master seniority for a maximum of forty (40) hours 

worked or paid for per week. As set forth more fully in the Memorandum of Agreement t he parties 

entered during negotiations, the Company has agreed to adopt the Preferred Schedule of the 

Rehabilitation Plan and has agreed to increases t o its Pension Contribution Rate as follows: 

4/1/19 

$4.44 ($0.39/hr) 

4/1/20 

$4.83 ($0.39/hr) 

4/ 1/21 

$5.22 ($0.39/hr) 

4/1/22 

$5.61 ($0.39/hr) 

(b) Pension contributions are to be deposited in a separate account and not to be used for 

other than Pension Fund purposes. 

Section 2. 

(a) 

General Provisions for Local 8 07 Labor Management Pension Fund 

The Employer will not make contributions to the Pension Fund for employees on 

personal leave of absences. 

{b) Contributions shall be made to the Trustees of the Pension Fund. The Employer shall 

forward his contributions to the Pension Fund at periodic intervals set by t he Trustees. 

(c) The Trustees shall esta blish rules, which shall include, among other things, the 

requirements for eligibility, distribution of the Pension Funds and the rights of employees thereunder. 

The Trustees shall set forth the rules and provisions governing the ad ministration of the Pension Fund. 

If the Trustees do not agree on rules covering the foregoing. a neutral Trustee shall be added to the 

Board of Trustees and the decision of a majority of the Board of Trustees with respect to the whole or 

any part of the Pension Fund shall be binding upon the parties hereto. 

(d) The Trustees of the Pension Fund may assess liquidated damages for any and a ll 

delinquent payments in amounts which they. in their discret ion, deem justified to offset t he added 

cost of collection. 

{e) In the event t he Employer defaults in payment of pension contributions, or liquidated 

damages and notice of such default is served upon the Employer via ordinary mail by the Manager of 

the Pension Fund and copies are sent to the Union and Pension Trustees. and if said default is not 

paid within five (5) working days after said notice of default. then the provisions for arbitration shal l be 

deemed canceled, withdrawn and waived by the Employer and the Union shalf thereupon order and 

enforce a strike against the Employer in default, which shall not be considered a breach of this 

Agreement. The Employer shall monthly submit to the Manager of t he Pension Fund a statement 

setting forth the names and social security numbers of all eligible employees who have worked in the 
CK277

preceding month and such statement shall set forth the contributions made on behalf of such 

employees. The Pension Fund Manager, on his own motion. or at the request of the Union, shall have 

the right to inspect the books and/or records relative to such statement and to interview all 

employees of the employer. The manager shall forthwith report in writing the results of any inspection 

or interview. 

ARTICLE 29 

Company's Health and Welfare Plan 

Effective January 31, 2011, the Company's participation in the Local 807 Labor and 

Management Health Fund shall cease. Effective as of February 1, 2011, full-time eligible employees 

and their qualified dependents may participate in the Company's Comprehensive health and welfare 

plans. Employees will be governed by the rules and regulations of said Plans and will make the 

necessary contributions as established by the Company. The Company reserves the right to modify 

the plans in itsdiscretion. 

ARTICLE 30 

401K Plan 

Effective February 1, 2011, Employees may voluntarily participate in the AB Car Rental Services. 

Inc. Voluntary Investment Plan for Bargaining Hourly Employees (401k) with no matching contribution. 

Employees shall be governed by the ru les and regulations of said plan . 

ARTICLE 31 

Sick Pay 

Section 1. Regular and Head Shuttlers hired prior to April 1. 2017 

Regular and Head Shuttlers hired prior to April 1. 2017 who have obtained seniority shall 

receive sick pay compensation at the current daily guarantee rate as indicated herein for nine (9) 

days. 

Section 2. Regular and Head Shuttlers Hired On or After April 1. 2017 

Regular and Head Shuttlers on the master seniority list hired on and after April 1, 2017 shall 

receive sick pay compensation at their current daily rate as indicated herein: 

(a) After completing 120 days of employment. employees shall accrue at the rate of one (1) hour 

for every thirty (30) hours worked up to a maximum of five (5) days per calendar year. 

(bl Accrual rate as in "(A)", after completing three (3) years of employment, employees shall 

accrue one (1) day additional for each two (2) months of employment for a total of six (6) 

days per calendar year. 
CK278

Teamsters 

' LOCAL UNION 807 

32-43 49th Street. Long Island City, NY 11103 

Phone (718) 726-2525 • Fax (718) 726-7037 

E-mail: local807@aol.com 

Truck Drivers, Warehousemen, Exposition, Convention and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area -~ 

John "Buddy" Sullivan 

NDLt~1 

Anthony Storz 

Secretary-Treasurer 

Lu Herrera Raymond Asqulno 

Vice President Recording Secretary 

Gfadf$ Ni6ves Marty Meyers Scott Brady 

Trustee Trustee Trustee 

To: 

From: 

Subject: 

Date: 

Health and Pension Funds 

Tony Storz-Sec. Treas. 

Bestek Lighting & Staging - Contribution Letter 

June ~ 20 17 

The above employer has signed an agreement effective from October 1, 2014 

To September 30, 2020. 

Profit Sharing Fu nd 

~c)-&/;l-9/,7 

ca, 

The Employer has agreed that contributions on the Employees' behalf are to be made into the 

Local 807 Profit Sharing Fund in the sum of eight dollars and twenty-three cents ($8.23) for all 

straight hours effective October l, 2014 thru September 30, 2020. 

, And for all double time hours at the sum of sixteen dollars and forty-six cents ($16.46), 

effective October 1, 2014 thru September 30,2020 for all double time overtime. The Profit Sharing 

shall be paid for all hours such as holiday's, sick days and al l other paid days. 

Employers wi ll provide individual written notice to all employees of Teamster Local No. 807 

within thirty (30) days of the month end of al l annuity payments made by the Employer in the 

member's name. 

HEALTH AND PENSION 

A)HEALTH 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, effective October I, 20 14 be paid as follows 

I . Where, during any quanerly reporting period, an Employee is paid by an Employer for less than sixty-five 

(65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer sh al I contribute at the prevai I ing rate, to the health Fund on behalf of that Employee for each paid straight 

time and overtime hour up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, including regular days, sick days, Sawrdays, Sundays, and holidays ( whether worked or not), the 

Employer shall contribute, at lhi: prevailing rate, to the Health Fund 011 behalf of sa id Employee for eight (8) hours 

per day for each paid day. 

The rate of contribution to the Health Fund, effective October I, 2014, shal I be $7 .94 per hour. October I, 20 15 the 

rate shall be $8. 19 per hour. October I , 2016 the rate shall be $8.44 per hour. October I, 20 17 the rate shall be shall 

be $8.69 per hour. October I, 20 18 the rate shall be $8.94 per hour. October I, 2019 the rate shall be 

$9.19 per hour. Health contributions are to be deposited in a separate account, not to be used for other than Health . Fund purposes. 

(B) PENSION . 

Tl E I h II . . . h L I 80 L .'!VWWJbt807.com . . . 1e mp oyer s a parnc1pate 111 t e oca 7 avor-Management Pension Fund. Contributions by the Employer 
CK279

shall, effective October I, 2014 and to be paid as follows: 

I. Where, during any quarterfy reporting period, an Employee is paid by the Employer for less than sixty-five 

(65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) hours 

per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority list, effective October I, 2014, shall 

be $9.0 I 5 per hour. Effective October I, 2015 the rate shall be $9.465 per hour. Effective October I, 2016 the rate 

shall be $9.915 per hour. Effective October I, 2017 the rate shall be $10.365 per hour. Effective October 1, 2018 

the rate shall be $1 0.815 per hour. Effective October I, 20 I 9 the rate shall be $ 1 l.265 per hour. 

The rate of contribution to the Pension Fund for all other employees, effective October 1, 2014 will be $6.95 per 

hour. 

Effective October I, 2015 the rate shall be $7.40 per hour. Effective October I, 2016 the rate shall be $7 .85 per 

hour. 

Effective October I, 2017 the rate shall be $8.30 per hour. Effective October I, 2018 the rate shall be $8. 75 per 

hour. Effective October I, 20 l 9 the rate shall be $9.20 per hour. 

If an employee permanently leaves the Higher Rate per hour core for whatever the reason the senior most employee 

within the per hour core shall immediately move up into the higher rate per hour core and have that amount thereafter 

contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the higher rate pension at all 

times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund purposes. 

(C ) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the terms and condition of 

the Pension Rehabilitation Plan. 
CK280

foreman shall follow the seniority list. 

SECTION 10. 

HEAL TH AND PENSION 

(A) HEALTH 

The Employer shall pa1ticipate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, effective October I, 2014 be paid as follows: 

I. Where, during any quarterly reporting period, 1111 Employee is paid by an Employer for less than sixtyfive (65) days, including regular days, sick days, Soturdays, Sundoys, 1md holidays (whether worked or nor), the 

Employer shall contribute at the prevailing rate, to the health Fund on behalf of that Employee for each paid 

straight time and ove11ime hour up to a maximum of five hundred twenty (520) hours. 

2 . Where, during any qua11erly repo1ting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not}, the 

Employer shall contribute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) 

hours per day for each paid day. 

The rate of contribution to the He11lth Fund effective. 

October 1, 2014 the rate shall be $7.94 per hour. 

October I, 2015 the rale shall be $8. 19 per hour. 

October I, 2016 the rate shall be $8.44 per hour. 

October I, 2017 the rate shall be $8.69 per hour. 

October I, 2018 the rate shall be $8. 94 per hour. 

October 1, 2019 the rate shall be $9.19 per hour. 

Health contributions are to be deposited in a separate account, not to be used for other than Health Fund 

purposes. 

{8) PENSION 

The Employer shall patticipate in the Locnl 807 Labor-Management Pension Fund. Contributions by the 

Employer shall, effective October I, 2014 and to be paid as follows: 

I. Where, during any quarterly repo11i11g period, an Employee is paid by the Employer for less than sixtyfive (65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevai I ingrate, to the Pension Fund 011 behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any qua11erly reporting period, an Employee is paid by the Employer for sixty-five (65) 

or more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing race, to the Pension Fund 011 behalf of said Employee for eight (8) 

hours per day for each pay day. 

6 
CK281

The rate of contribution to the Pension Fund for men on the (20) man seniority list, 

Effective October I, 2014 the rate shall be $9.0 I 5 per hour. 

Effective October I, 2015 the rate shall be $9.465 per hour. 

Effective October I, 2016 the rate sha II be $9. 91 S per hour. 

Effective October I, 2017 the rate shall be $10.365 per hour. 

Effective October I, 2018 the rate shall be $10.815 per hour. 

Effective October I , 2019 the rate shall be $ I I .265 per hour. 

The rate of contribution to the Pension Fund for all other employees, 

Effective October I, 2014 the rate shall be $6. 95 per hour. 

Effective October I, 2015 the rate shall be $7.40 per hour. 

Effective October 1, 2016 the rate shall be $7 .85 per hour. 

Effective October I, 2017 the rate shall be $8.30 per hour. 

Effective October I, 20 18 the rate shall be $8.75 per hour. 

Effective October I, 2019 the rate shall be $9.20 per hour. 

If an employee permanently leaves the Higher Rate per hour core for whatever the reason the senior most 

employee within the per hour core shall immediately move up into the higher rate per hour core and have that 

amount thereafter contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the 

higher rate pension at all times. 

Pension contributions arc to be deposited in a separate account, not to be used for other than Pension Fund 

purposes. 

(C ) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the terms and 

condition of the Pension Rehabilitation Plan. 

(fil TRUST FUNDS: 

a. The Trustees of the Health and Pension Funds shall be those persons now active as Trustees, or their 

duly designated successors. 

b. Contributions shall be mad~ to the Trustees of the Funds. The Employer sha ll forward his contributions 

to the Funds at periodic intervals set by the Truslees. 

c The Trustees shall have the rigl1t to accept the Union as an Employer and to cover the Union's 

employees for both pension and health benefits. 

d. The Trustees shall establish rules, which shall include, among other things, the requirements of 

eligibility, distribution of the Health and Pension Funds and the rights of employees thereunder. The Trustees 

shall set for1h the rules and provisions governing the: administration of the Funds. lfthe Trnstees do not agree 

011 rules covering the foregoing, a neutral Trustee shall be added to the Board of Trustees and the decision of a 

majority of the Board ofTrustees with respect to the whole or any pa11 of the Health and Pension Funds shall be 

7 

l 

I 

i 

I 

I 

I 

I 

t 

! 

l 

i 

I 

I 

i 

I 

• • j 

! 

i 

' { 
CK282

binding upon the parties hereto. 

e. The Tl\lstces of the Health and Pension Funds may assess penalties for any and all delinquent payments 

in amounts, which they, in discretion, deem, justified to offset the added cost of collection. In the event the 

Employer defaults in payment of pension and/or health contributions, or penalties and notice of such default is 

served upon the Employer vin ordinary mail by the Adminislmtorofthe Funds, and copies are sent to the Union, 

Pension and/or Health Trustees, nnd if said default is not paid within five (5) working days after said notice of 

default, then the provisions for arbitration shall be deemed canceled withdrawn and waived by the Employer 

and the Union shall thereupon order and enforce a strike against the Employer in default, which shall not be 

considered a breach of this Agreement. The Employer shall within twenty (20)days after each quarter submit to 

the Administrator of the Funds a statement, under oath, setting forth the names and social security numbers of 

all Employees, both Union and nonunion, who have worked in the preceding quarter in all classifications 

covered by this Agreement and such statement shall set fo1th the contributions made on behalf of such 

Employees. The Funds' Admin istrator, on his own motion, or at the request oflhe Union shall have the right 10 

inspect the books and/or records relative lo such statement and to interview oll Employees of the Employer. The 

Administrator shall forthwith report jn writing the results of any inspection or interview. 

f. Employer contributions to the Local 807 Labor-Management Health and/or Pension Funds on behalf of 

corporate officers or salaried employees. performing covered employment during a quarterly reporting period, 

shall be for a minimum of five hundred and twenty (520) hours for said qua1ter, at the prevailing rate. 

SECTION 11 

DISTRIBUTION FUND 

The Employer shall participate in the Local 807 Labor-Management Distribution Fund, effective 

October I, 2014 and to be paid as follows: 

a. For the period October 1, 2014 to September 30, 2020 the Employer will contribute the following: 

Effective October I, 2014 the sum will be $5.75 per hour. 

Effective October t, 20 15 the sum will be $6.00 per hour. 

Effective October I, 20 I 6 the sum will be $6.25 per hour. 

Effective October 1, 2017 the sum wlll be $6.50 per hour. 

EfTcctive October I, 2018 the sum will be $6.75 per hour. 

Effective October I, 2019 the sum will be $7.00 per hpur. 

For all overtime hou1·s 

Effective October I, 2014 the sum will be $1 1. 50 per hour. 

Effective October I, 2015 the sum will be $12.00 per hour 

Effective October I, 20 16 ·the sum wi II be $12. 50 per hour 

Effective October I, 2017 the sum will be $13.00 per hour. 

Effective October I, 2018 the sum will be $13.50 per hour 

Effective October I, 2019 the sum will be $14.00 per hour 

Each Employee wil I be paid their pro-rata share of the Labor-Management Distribution Fund at the conclusion 

of the first payroll period in December in each contract year. 

8 
CK283

~ 

Teamste.s J - 25-251:. • Fax · ·15 :"26-7,j r 

E-M2.i1 ,xal8lr ·? ai:,, ccrr 

l ~-

To: Heallh and Pension Funds 

From: Tony Storz 

Subj ect: Brad Reh. Inc . 

Date: February 11. 2016 

The above employer has signed an agreement effective from October 1,2014 

to September 30,2020, 

Profit Sh2riog Fund 

G!a:J~s /,/,eve, 

J 

LL 

The Emplo:,,er has agreed that contributions on the Employees' behalf are to be made into the 

Local 807 Profit Sharing Fund in the ~um of e ight dollars and t,~ent) -three cents ($8.23) for all 

straight hours e ffective October l, 201 4 thru September 30. 2020. 

And for al I double time hours at the sum of sixteen dollars and fort~ -six cents ($ 16.• 6). 

cffecti, c October I. 20 14 thru September 30,2020 for all double time o,·ertime. The Profit Sharing 

shall be paid for all ho urs such as holiday's, sick days and all other pa id days. 

Employers wil l provide individual ,,Tinen notice to all employees of Teamster Local !\o. 807 

,, ithin thirty (30) days of the month end of all annuity payments made by the Employer in the 

member's name. 

HEAL TH AND PEl\'SlON 

A ) HEALTH 

The Employer shall participate in the local 807 Labor-Management Health Fund. 

Contributions b) the Emp loyer shall, effective October I.20 1-4 be pa id as follows 

I . \Vhen:, during an~ quarter!) reporting period, an Employee is paid by an Emplo)er for less than si:xt~ .fi, c 

(65) days, inc luding regular days, sick days, Saturdays, Sundays, and holidays (whether \\Orked or not), the 

Employer shall contribute at the prevai ling rate, to the health Fund on behalf of that Employee fo r each paid straight 

tirr.e and overtime hour up to a maximum of fi ve hundred twenry (520) hours . 

., Where, during a ny quarterly report[ng period, an Employee is paid by an Employer for ;ixry-fi,e (65) or 

mor\! days, including regular days. sick days, Saturdays, Sundays. and holida) s (,\hether \\orked or not). the 

Emplo)'er shall contribute. at the pre,·ailing rate, to the Health Fund on behalf of said Emplo)ee for eight (8) hour· 

per day for each pa id day. 

The rate o f contribution to the Health Fund. effecti\e October I, 2014. shall be $7.94 per hour. October I. 2015 the 

rate shall be $8. 19 per hour. October I. 20 16 the rate shall be $8.44 per hour. October I. 201 7 the rate shall be shall 

be S8.69 per hour. October I. 2018 the ra te shall be $8.94 per hour. October I, 20 I 9 the rate shal I be 

$9.19 per hour. Health contributions a re to be deposited in a separate account. not to be used for other than Health 

Fu nd purposes. 

rn> PE~s,or-: 

The Employer shall participate in the Local '·8071 i!:!ia8~~a'i~ <fleWs'ioa 'Ptlnd. Contributions by the Emplo:,er 
CK284

shall. eflecti,e Octobe r I, ~014 and to be pa id as follO\\S: 

1. Whe re. d uring an::- quarterly reporting period. a n Emplo:ee is paid b) the Emplo::,er for less than sixty-fi~e 

( 65) da) s, including regu lar da) s. sick days, Saturdays, Sundays, and holida::,s (\\ hether ,,orked or not), the 

Employer shall contribute, ar the prc, ailing rate. to the Pension Fund on behalf of said Emplo::,ee for each paid 

straight time and overtimt: hour, up to a maximum o f fi, e hundred tv.enty (5 ~0) hours. 

-> Where, during an)' quarterly reporting period. an Emplo~ee is paid b) the Emplo)er for sixt)-fiH: (65) or 

more days. inc luding regular da)S, sick days, Saturdays, S undays. and holidays (whether ,~orked or not). the 

Employer shall contribute. at the pre\ ailing rate. to the Pension Fund on behalf o f said Emplo::,ee for eight (8) hours 

per day for each pay da). 

The rate of contribution to the Pension Fund for men on the (20) man seniorit) lisr. cffccti, e October I. 2014, shall 

be $9.015 per hour. Effective October I. 20 15 the rate shall be $9.465 per hour. E.ffecti\'e October I. 20 I 6 the rati 

shall be S9.915 per hour. Effecti, e October l , 2017 the rate shall be $10.365 per hour. Effecti,·c October l. 2018 

the rate shall be S 10.815 per hour. Effecti, e October I. 2019 the rate shall be S 11.265 per hour. 

l he rate of contribution to the Pension Fund for all other employees. effecti\'e October I. 2014 ,,ill be S6.95 per 

ho ur. 

Effec ti, e October I. 20 IS the rate shall be $7.-W per hour. Eflective October I. 2016 the rate shall be $7.85 per 

hour. 

[ffccti,c October I, 20 17 the rate shall be S8.30 per hour. Effective October I. 2018 the rate shall be $8.75 per 

hour. Effecti, e October I, 20 I 9 the rate shall be $9.20 per hour. 

If an ernplo::,ee permanent!::, leaves the Higher Rate per hour core for "hate,·er the rea5on the senior most employee 

"ithin t he per hour core shall immediately move up into the higher rate per hour core and have that amount then:after 

contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the higher rate pension at all 

times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund purposes. 

(C ) REHAB PI.A 1 

Pension incn:ases shall be as prescribe per the pension rehab plan . The employer adopts the terms and condition of 

the Pension Rehabilita tion Plan. 
1-.. Vacation benefils for itinerani ,,urk~rs shall t>e paid on or bdore June 30th of each year. 

SECTl01' 8. 

PR10R BENEFITS - MAINTE:NA:".CE Of STA~OAROS 

If '-,ages or an) otht!r term or .:011dition of employment. in an) clas,iticat ion. is better. higher or superior 

to those prm·ided in !his Agreement. then such ,•:ages. terms and cond1tiun, shal! conrinue in full for-:e and 

dtect ancl ,hall not he modified becm,,e ofrhe rerms and ccrnditions ni'this Agrcc:menr. 

SECTlO~ 9. 

SENIORITY CLAUSF. 

A. Union and Employer recognize the principle ofscniorir:, and agre..: ,hat same shall lie applicable on a 

job cla~silicarion basis including. but without limiting the general ii) rhercof. to the folio•., ing: promotion. 

ho Iida~ ~-scheduling of, acarion~, etc. 

A. Senior Employees shall have preforence to " ork m the job for \,hich the pn:- is highest. pro, ided such 

Employee is qualified for such \\ Ork. 

C. A ll) Emplo:-ce ,,orking thi~ < 30) da:·s in one hundred ( I 00) shall be placed on the seniority list as of 

his first da) of hire No Employee ma: be on more than one ( I J seniority list at an: one t I l time. The senioril) 

li,r is frozen 11t l\\ent; (:!O) men for this contract. 

D The Foreman. se lected by the employer shall be the fir51 man assigned on each job. 

r. f·.ach employer ha, the right tn name rhc first three (3) men (fmrn the 20-man ~cniorit;. li$tJ for each 

evenr frorn each da, ·s llJta l Team, rer call 

r. ffrhr union is im·oh·ed in II picket fine ar n sho\, site. rhe most senior man on the picker line shall be put to 

\\Ork 0 11 that sho\, for rhe day, for the Employer being picketed. An~ da:·s ,,orked after the tirst da~. ch<' 

foreman ;hall follow the seniori1y list. 

SECTI0::--110. 

HEAL TH Al\U PENSI0:'11 

(.:U]iEA LT)J 

The l·.rnplo) er ~hail particip:ire in the l.oc;ii 807 l .:11:>nr-:vla111tg<'mcn1 H~;1 lth 1--und 

Co111ribmions b) the Employer shall. effective October I. 20 14 be paid as follows· 

5 
CK286

I Where. during an~ quanerly reporting period. an Employee is paid b~ an Employer for h:ss than siXt',-

li\·e ( 65) days. including re~ days. sick da~ s. Sarurda~ s. Sundays. and a~ s ( 1\ hether ,,-orked or not). the 

Employer shall cnntrihutc.. ~ prevailing rate. to the health Fund on hi;:, .,· of that Employet:: for each paid 

waight time and O\.enime hour up 10 a maximum of five hundred t,\enty (5 i0) hours. 

2. Where. during 11ny qu11rterly reponing period. an Employee is paid h~ ,m f::mplo~er for5ixt)-fhe (65) or 

more da~ s. including regular da} s. sick days. Sa1urda~ s. Sunda:,,~. and ho Iida~, (v. hether \\c,rked or not). tho? 

Employer shall contribute. at the prevailing rate. to the I lea Ith Fund on beha lf of ;aid Employee for eight ( 8) 

hl•urs pl:r da~ li.1r each paid da~·. 

The rate of contribution to the Health Fund effecti\.e. 

October I. 20 1 cl the rate ~hall be 'ii 7 .9• per hot•r. 

October I. 2015 the rare shal I be $8. 19 p,;:r hour. 

Ocrnber I . ~0 16 the rate shall be $8.44 per hour. 

Octoht!r I. 201 7 the rate ,,;hall he $8 69 per hour 

Octot>er I . ~O l 8 rhe rate shall be $8. 94 per hour. 

Ocrober I. 20 19 Lhe rate shall be $9.19 p,;r hour. 

I lcalth contribrnions are to be deposited in a scparnte account. not to be used for other than 1-kalth Fund 

purpo5es. 

The F.mplo)er shall p.ir1 icipate in the Local 807 Labor-Managcmenr Pension Fund. Contributions b: rhc 

Employer shall. effective Octob~r !. ~O I .:1 and to be paid as follo,\s: 

1. \-v'here. rluring any quarterly reporting period, an Employee is paid hy the Fmpln) c:r for less than sixtyfiq_• (65) days. including regular da~s. sick day~. San1rda:·s. Sundays. and holidays (whether worked or not). 1he 

Emplo: er shall contribute. at the prevailing rate. to the P.:nsion Fund on behalf of said Employee for each paid 

srrnight time :rnd 01;enime hour. up to a maximum offae hundreci t\\ ent: (520) h0urs 

2. \\'here. during an~· quarterly reporting period. an Emplo: ee is paid b., th.: Emplo) er for si:-.t)-five (65) 

or more da) s. including regular days. sick da:,s. Sawrdays, Sunda)S. and holiday~ l ''· he1her \\Orked or not). the 

Ernplo:er ~hall comribute. at the rre\ 11iling rate. to the Pension Fund on beha lf of .aid Employee for eight (8) 

hours per da1 for ea,h pa) day. 

l he rate orcontrihution 10 the Pension 1-und for men on the {20) man seniont) li,1. 

Effecti "..: OciObcr I. 2() 14 th.! rate shal I be 59.01 5 p?r hour. 

[ffec11, e October I. 20 l 5 the rate shall be 59.-l65 per hour. 

F.fkctive Octnher l. :!O I fi the rate ~hall be $9. 9 l 5 per hour. 

Effecti1;e O.:tober I. 201 7 the rate shall be S l 0.365 per hour. 

Effoc tiw Octob~r I. 20 18 the rate shall be S ! 0.81 5 per hour. 

Effecti\·e October I. 20 I 9 the ra te ~hall be S l 1.265 per hour. 

I he rnie of contribution to the Pension Fund for all other emplo: ee,. 

Effecli\_- Octotier I. 201 •1 the rate sh[lll be S6.95 per hour 

Effccti\~ Octoher I. 2015 the rar.! shall be Si.40 pl!r hour. 

Effective Ot: tobt'r I. 2016 the rate shall he $7.85 pc:r hour. 

1-.tTectiv~ October 1. ::o l 7 the rate:: ~hall he SR.~O p.:r hour. 

E fTective October I . 20 I 8 1h1: rate sh al I be S8. 7 5 per hotlr. 

Effec-ti"e Octob..:r 1. 2019 the race ~hall be S9.20 per hour. 

6 
P,·n,i,,n 111L·re,i,;t;';: sha ll as r r,.-~<:rib,: pt>r th,' pt>n~it,n rchai) plan I lw L'rnp!0~cr adopt5 1'1, t~nns and 

,,1n,:iiti0n ,,r·,1;.• l-'cn;ion Rehabilitation Phm. 

(_ill TI-U:ST fllNDS: 

ll The rr11,1ce~ ofrhe H<!nlth it11ci Pen,inp f-11110, 5h:1il he th,)~<' per•,011, 11,)" :i.·ri•.e ~., l ru,1,:>~, nr their 

duh de~ig.nat('l..1 :iLh;c.:c~sor~. 

h C1lntrih111 i,m, ~h:tll ht> 111:idc ro th<' 1 nt~ret:!, ofrhc I· und-; Th..: f-mrln~,:r ,hall tnrn~rci hi-, c,1111ributinn, 

t0 th.: l\111d, a, p.:ri0di-: init'rYals ,.:t t,~-the ·1 ru;r.::.:, . 

c The i rn,t,' r < ... h:ili h:i\e the righr m :i,x,·r1 ,h_. I. ninn :" :in I 1npl11~er :in<i r,, c l\t.'r rhc 1_·11 i11n·, 

.:ll1pln\el!, for hn1h μ,.:n; iL, n ;ind hcahh h~·nctit;,. 

d I he Tru,lcc!~ shafl c, tahli,h nik-;. \\hid 1 ,hail 11H:ltl{k, :imPng nth,:r rhin~, 1he reqnirem<'nrs nf 

eligibilir:,. dis1rihution ,)fth.: I lea Ith and Pen,iun runds and th.: righi, \,f,:rnph)\e.:, thereunder 1"11t rnrst,:es 

sh3II •:t.'! forth tht.' nd::!:i ai:J pro, i;.ions gor·:rning the adn11ni,rra1ion oftht I und;. If t!l..: Trustee;, do riot ag:·cc 

on nile, CO\ering 1he frireg.oing. a ne 111r:il Tniq<!e shafl h<" :,cirk<i to rhe l~11nrd oi'Trn~1ec~ :ind 1hc :lcc.:i")ion ni'n 

m;i_jorit~ ot' thc l3o.ir<l ofTnt<tt't'5 "irh rt':>JX','l w th.:" hok Cir an; pan ofth.: H.:alth and Pt>nsion Fun'1s ")hall be· 

bindini! ur0n ih.: parti<!':, herl·i-1. 

e i he rrusri:t·< 0f the Hen Ith nud l\.·ri~inn Funds ma: it-;sess pcn:11!1,:,; for an: and all delinqu<'lll pn; mi:nts 

in amvlinr,. ,1 hi,h rhc~. in dis.:rction. d,.:m. jll'Hified to offset the add<:'o .:c,,, ,)r rnllecti011. 

I 11th.: c, .:nt the F-.mpl,,~er d.::fa11lt, in pa>·men1 uf p.::minn and or health ctintribution:;. or ren11lrie, and nori.:e of su•:h default is sef\d uμ0.n the [rnplo_1.:r 1 :a ordinal') m:.!il by the ;\dministrator ,if the ru:1ds. and copies art 

,e111 to rhe l. 11i,m Pen,ion anr!,'or Healrh Trt1,1ce,. ;ind if s;t1cf ikfouh i, nnt p:-iii! "i1hi11 tiw l ~) 1, nr~ ing d;i~, 

aft<!'r -;aid 11011ce of ck·foult. then the pro, isi,,ns for arhitration shal l be cteemo:"d c:a1Kekd " ithdra\\ n and \1ai, ed 

b: the r.mp!0~.:r and the Lnio11 sh:ill thereupon order and ~nforce a stri\..e a,p1nsi rhc E.rnpt~ly<!'r in d<!'fault. 

\\i1ich ~h:tll no'.H h:> c,,n~irlereci n bre.1ch oftili, :\grci:mcnr l ht' bnpin\er ~hali \\ i1hin I\\Cll7: (20 ) d:1_1 ~ alkr 

ead 1 quancr ,.ibrnit to th.:: <\dministrawr nfth,: Fund, a s.at<!'mi:r;i. und,r oa1h. ,~tting for:h th.:: name~ and >('Cial 

~ecurii;, numher~ ot all F.rnp!i>) ees. both l nron lltll! n,rnun,011. \1 ho h,n <! '-'· orhcd 111 t!1-a! preceding quaner in all 

c i:1~.;1fa::oi1ion-.; c,1, en:d h_1 this ~;:r.:emcnt and ,11,h ,t;ilc:111~111 ~hall ,e1 tnrth rhc: ~, ,i,trihution-.; made nn hch:rif 111" 

,11-:h Empk1_, C,5. rht' f"11nds' Acfm1nis1rai-,r. on his,,-., n mn1ion. or iH th,: requ.:~t of the l :nion shall ha,~ th.: 

r'!;ht to in~pect th~ ~iool-.,: amh.lr r.:conb f,!lati, e tP such ~t3k'rnent and !t' i~t..:-r-. i~\1 :111 l:nip!o_1 c6 or the 

Em pin~ er Th~ •\ omini-m:itor ~h:111 kirth" irh ri:port in "riting 1hc rcSJdr5 nf :in~ in;;pe,·ti,)11 nr i111en ic:" 

r·. Empl0:o,-,r ;:,)lltriburiun, i<' the L ;c.il 807 Lahor-:'.lanagenic:nt I kalth .ind.or l'c:n,ic,n f unci~ <'n hehalf 0f 

,;orporatc: otticer~ or salaried crnp!o~e.:s. perfonnin;; ..:cv:rcd .:mpl0y111.:n1 durin~ a o:iu:!r:t.'r!~ r::;x:i:·ting p::riod. 

~h.1il hc: for ;1 minimum ofli\e h\lniire<l :ind t,1<!111~ (5~0) hc111r~ for 5.iid qu,iner. :ir rhe pre,~iling rn1e 

7 
CK288

D Th.: l:.mplo: c:r ~hall pa~ l::mplo:,c..:-.. ,~;; a p<.·-rtal-co-p,mal t>asi; a; fril\-,-.,~ 

~ 

. .\ 11 r m r l<>: c!t! ~hall , tarl tr."'-

1

\ t' l ·. 111 r l11:, cr', ~.aragt". in\\ liich I\,: h:1, h,:,•, . rrn:111~111 I:- :tv,i!_lllt'<i. :-ind hi, <in: ·~ 

'"'r\.. :,;hall t"nd ,H ,-aid garagt> lfan) Empll,:t't' end5 his da:·s " 0rk man:- otht'r plac~ he shall bt:: paid tor his 

1imc and min~pv rtati0r, t'·,p,msc5 bad tc• tht' g.arag<' to,, hich he has been pt'rmant'ntl:, assignt'd. 

SECTION 1-1. 

NOTICES 

. .\ . The f- mplO\'t'r, agree to submi1 tn th,· L nion. 011 a month I~ t>a:;is. an alphabetical listing of the daily 

,:,mpl,>) rn~n1 0f t':ld1 Emplo:ee durin,;. the prt'ct"ding month. :\ cop: ot that list is t•.) ~ rt'ta1ned h: the 

r- rnrh': c:r :-t, a ri:rmanc!lll rt"cnr<i 

B. The fmpl o:-,er ,;hall not if:. the l iniun Business Rerrc,cnta1 ih· 0f all Trad<' Sh0\\5. C on,cntion;. 

[ .xhib11i11n Fi~ld~. t'!C. ir. ,1.riting. at least !hn;:: (3) d:i:~ in ad,ancc JS to tht' timc and place 1h~n:of. ,,hen 

rrnc tocal. 

SECTION 15. 

RESTRICTF.D I>:\ Y~I E:'iT BY CHECK 

-\ I;, ;h,: C\'Cllt Emplo:ccs nrc paid h~ check the Emplo:- er "halt ma!;, arrangcments-:omcnicnt for the 

Lmplo: e::5 to cash ,amc \\ ith·Jut e:\pense or loss cf tim:: ro the Emplc:c::s. !n th:: e, e,~t the Emplo:- er faib to 

mi!ke the necr.:-,,ary arr:ingemen1,. rhc l-.mrtn;ee5 shall~ reimh11r-erl h: the F.rnpl1,:- er l<>r 11 lic\re11,,;, and 1i111t' 

inrnned in cashing or negt>liming ,hech.s. A 11 inform:uion stKh as: hours\\ orkc-cl. t:tc . must l'><! shQ\\•n on checl.. 

,md 1-.ept up-ro-Jait' 

0 In the c,cnt iln; ~h-:ck issued h~ a;; Emplo~cr 10 an F.mplo~c-:- for C\pl·nses. \,ages. ,;t.: .. is 

d!shonor<.'d or pa; ment thereof is de la~ ed. except \\ hen same is due to bank error. all fut.ir~ p:i: men ts (including 

\\age,. ,a~a1ion p:i:- . ho!idrt: p:iy. e,ren-;e,. cic.} In 1-mp lo:-ei;:, ,hall heh; cash n11I:- . 

SECTION 16. 

J ht F.mpio:-er shrili nor. \\ i1ho11t prior \,rim'n , ,,n,t·nt <.>fthc 1 •. nion. c.ruse or p,·nnir ,in: ofih \\0fl.. . 

.:o, ercd b:, ,his r\g.rct'menr. tn he performed otht'r than b; Cmpl11~ees ,x,, ercd t,_, !hi~ .Agreement. 

SECTIO~ 17. 

:\10 l:"<DJV IDUAL AGREDU:NTS 

Thi: lmplo~ ,'r ,hall r.01 mal-.e any indi\·idunl "ritlen or \erbnl agri!t'!lllt'n t or ha,·c nny undastandi;;g " ith an:- (1f 

rts Lmp!o1 ees th::11 ma~ cui1 t1:ct \\ irh thi:, .-'\ greemenr or that nrn1 \ a!: the tcnns cf th b .1.grce111ent: and an: such 

inoii\·idual agrec>n1ertls or uncierst;md ing. p:i~t M f111ure. ~re herehy <icclarcd 10 b~' n1rli :md , nirl and c,f no force.' 

and effect c.,r-:p1 ro rhe e.,tent th:it the: ma:- constitt11e rt rrior ex isting bt::netit or standrird ::t~ cic•tined in Section 

9 hereof. 

9 
CK289

Collective Bargaining Agreement 

Between 

TEAMSTERS LOCAL UNION NO. 807 

32 ~43 49TH Street 

Long Island City, NY 11103 

And 

Brenntag Northeast LLC 

81 W. Huller Lane 

Reeding, PA 19605 

December 1, 2017 thru November 30,2020 
CK290

The Stewe.r.d has OQ authority to take strike action, or any other actiQn Interrupting the Empioyel"s 

business1 e)(cept as authorized by omcial actloh of the Union. 

The Employer recognites these limitations upon the authority of the Sto\\iiltd, and shall not hold the 

Union liable for 11.l)y unauthorized acts_. The Employer, i11 so rccogn[z!ng suc:h limitlltlons, shall h\lVe the 

authority to impd'sc propet discipline, including discharge, In the event the Steward has taken 

unauthoilzc:<i iptrlke 11<;ti1;m, ~low down, Qt work. sk>ppijge In violation of this A_gf.eeinent, and toe 

Employer also has the ri~t to disclplin¢ th!: participants in an uoaμthorlzed strlke, slow down, stoppogc 

of work l!J)(} those who refuse to rctUm to the work of their normal duties when or.dered to do so. 

18. PROTECTiON OF lUG'EITS, 

Picket Lines. It shall not be ti violation of this Agreement and it shall not be cause for discharge or · 

disciplinary action, in the cvc;nt any employee refμs~s to entor 11pon ~y property Involved in a. 

primary labor dispute, or refuses to }fo through or work behind any prim11ry picket line, including thl' 

prlmqry picket line of Unions party to this Agreement, and !neludiogprimiiry picket line:s at the 

Employer's places of business. 

19. OUTSIDE LABOR TROUBLE. 

lt shall nol be considered a violation oflhis AgrcerrtcJJt If any employee eovcrcd hereunder should 

refuse to receive or deliver materials or cross a picket line at·a place where labor trouble exists, 

including the Employer's place or places of business, providing th~ officials ofihe Union ijgI~e that 

labo.r trouble doeip exist and further providing that the intent of this Anlcle cohforms with the LaborManagement Reporting and Disclosure Ac¢ pf 1959. 

20,. Mll,ITARY SERVICE. 

It is agreed that in the event any member of the Union. It drafted or enlists into llITY br~nch of the 

Service ofthe United States·, he sh11I! b~ guaranteed relnstat~merit In his fortnet position, wi"lh full 

seniority rights, uport his· dischatge from the Service, providing he a.pplies fQr rein,statemont within 

ninety (90) days after bci!lg tjischatged, unl~ss he is physically disabled from pcrfor'mitii fhejob. 

21. B]ALTH AND PENSION FUND, 

1. Th~ Employer sh!III p~rticipate· in the Local 807 Labor-Management Health and P~nsion Fund 

("Funds''). 'ro provide the berwfits pr~cribed by the Tru_stces of the Funds, {Jle Employer shll.11 

periodically contribute to the Funds at the rates set forth herein, 

A, Hea1th Fund Increases: 

Effective the first m.onth a~er the new collective bargaining agreement Is ratified and ~,gned, the 

Employer agrees to a maximum if\crea$e of 5 cents per empl6yee per hour ($8.(;9 per hour maximum 

to·tiil). 

Effective December 1, 2018,-the Employer agrees to a maximum Increase of is c;ents per employee per 

hour ($8.94 per hour maximum 1Qtal). 

9 
CK291

Effective P~cember 1, io19, the Employer agre~s to ;i maxlmμm ln~rease of 2? cents ~r employee Pf!r 

hour ($9.19 per hour maximum total). 

For Individuals hired Into the bar~.alnln·g unit on or after December 1, 2017, the Employer wlll pay 803⁄4 of 

the total premlt,tm charged by the FL_lnd 

B, Pension Fund increases.: As per the Pen~ion Rehabilitation Plan. 

1. The Employer atrecs to lnake the following monthly contributions to the LOC#l 807 Labpr-Mana~eme,nt 

Pension.. fu.nd (t~c,: Fuhd) for each Eligibl~ Binployce covettd by this Agr~cmcflt, subject to the qualifications 

hereinafter spe~Jfi~d: 

*Effective the first month after the now collective bargaining agreement is ratified and signed, - $6.48 

per employee per hour · 

• Effective December I, 20 I 8 • $6.93 pct employee per hour 

•Effective December I, 2019 - $7 .38 per employee per hour 

2. Cpntrlbu(!ons to the He11lth &, Welf!1!¢, and Pension Fund~ shall be made on all hours paid, with a 

maximum of eight, (8) hours per day, not to exceed (40) hours per week, the contribution$ made 

pursua.nt to the combined contribution rt11cs shall be distributed between the Health and Pension funds in 

accord ah~ ,vith the direction of the Trustees of S1,Jch Funds. 

3. In the event of a delinquency in payment. the Employer asrees to ab.Ide by all ru.les and regulations 

established b,Y th~ Tn,istees or such Funds. Iri lhe evcrit of disputes or question·s of intcrpret.it!oh 

cohcemlng the requirements to make cl>ntributions or pot1lo11s thereof. the Employer shql) not. ~e 9ec.med 

d(lHnquent while the mat~er Is (?eing cbn$1dered pursuant lo the grievance and atbltration prtit:edure. Jf a 

delinqllehoy In the payment is fo1,1nd to exist', the ~mploycr shall pay th~ amount dl!e, Jnc;:luding int~tes~ 

retroactive to the date of1he delinquency. 

4. The ~mployer hereby agree~ to J)efftlll ar\ authorized representative orthe Funds to Inspect Its payroli 

records ror the pμi'pOse of checldn~ the ~CC(lr11cy of the pontributlons r~quircd ·1p be mad¢ by th.e Employer 

to .the Fμ.n.ds.. If th.e Employer foils to make the contrlbutloi\s provided fat herein wlthi.1'1 the time r~u~d 

by th~ Pull~ii1 ~~ts agreem~[lt artd P1e rules and fQgul11ttons of caiih oflhe F\!Ms1 then the Toist~s h1a)' 

cancel out the bencflg coverage for such bar~alning ullit employee on who~e account the ,:gmployer has 

failed to .con.tribtite. 

5. Thc Ernplpyer must \!$C the remittan~ forms required by the Tn.istecs of each Fund and comply-with 

said lt1structions of the 'frustces in filllni out s.uch ionns. 

6. The Trustees dfthe Funds shall be those persons n9w active as Trμ~t~cs, or their duly deslgnat~d 

suc~essors. 

7. Jleftliijapce reports an.d contri~ution$ shall be forwarded to the Funds at perlodic infer'Yals set by the 

Truste~, but in no .event more freq11ently tha11 monthly. 

10 
CK292

8, The Trustees .$~all h11ve the riih( to accept lt\e Unfon as-an Employer and to ,ccwer·tlle Union's 

employees for both Health and Ponsion, · 

9. The Trustees ~hall esta~lish rules, whh;h shall include;. among other things, the requirements fot 

eli$1bility and pl~tr!l:>u~fon .qfthe ~~~ets. TI1e !nis\ecs _sh~ll also set forth the .ni\e~ IUld proC()dur~sgov.~rnlng 

lhe administration or the Funds. If the Truste~ tail to agree on said rul~s !UJ(l/or procedures, a neutr~l 

Trustee shall be added to the Boar4 <>fTrust~s afJd the det#ion ofa majority ofthe Boti'd of Trustees with 

respect to the whole or any J)art or the Health 11nd Pension Fu~ds shlili be '1i11.di11g upon the. pa~i~s hereto. 

10. The Trustees of the runas may assess ii4uidated dam.ates fol My and. all delinquent payments in 

amounts, which they, in tMir dis.crelion, dccmjti~ified to 6ffset the ~clded cost of collection. 

22. SEVERANC}! ·PAY. 

ff as a resμlt of a moye of _Qver fifty (SO) ml le.$ or a shut gown by th~ Employer, an employee who elects 

to resign, or who is laid dff shall be ~afd nll monies due to him, Jnc.hiding, but_ not limlt~d tp, n!)Cl'U_e_d 

vacation pay, sick d1'YS, personal days, ·as pe"r the Collective Bargaining Ag-reernent. In addition to ·that 

said, employee shaii rec;eive on~ (1) week pay for every Y~/lr of sc,vice with the Employ.er up to t\ventysh< (2~) weeks' pay. rn the case of telocatioh an offer shall be made to present.-emplqye~ to r~Joc.at~ to 

new l~atlon in accordance with their senloritr po,sltion. 

23. DEATH IN THE FAMILY. 

ta the event of 11. death of a spouse or child, employee shall be given five (S) guaranteed workd11ys off 

with pay for the express pQrpose of attending setvlccs for the deceased, 

In the event of a -death In the lmn,cdi.ate family (father, 111otticr, br°-ther, sl~.t~r, q19ther-lry-law, father- inlaw, th~ sl~tcr and brother of the employee's spOuse, g'randpilrents, grandchildren, ttcpparcnts, 

stepchildren·, or foster children) ernplpyee shall be given three {3} gu_arantced workdays off wlih j,11.y for 

tho express purpose of aUeridJng services for the deceased-. 

In the event oft!te death ofone other than thi;, Immediate family (nieces, n~phews, and the spouse ofa sister 

or brother ·of the employee's spouse), the oinployce shall be given one (1) workday off with pa_y to attend 

the funeral. 

24.PAY DAY. 

Regular 1>ayday shall be every WednC$day. With !1dvJU1ced notf~e. the Empl_oye~ may switch to a bi-weok!y or 

every other week pay schedule and to par on any set day of the week. · 

From the pay for the third week bf each mdnth, the Smployer shall d.~~uct th~ dues, ,vb\c;h may b~ dut 

by the employee for the n~xt succ~d!ng montli., in reference to liny e.._mployee ,vho shall have 

authorized, in writing, the Employer to so ded11ct the ~ues. In the ~ -e of a n~w emplpyee, the 

Employer shall, from the first pay after the exp!n(doil o-r a period of thirty-one {3.1) calendar d!l-y$. from 

cornmen-cement of emplciyment, di.duct tl11; whole initraticiri fc~. All sums deducted shall be tetnltted 

to an authorized Asent of the Uli.lon Mt later than the first day of eai:h mo11th, 

11 
CK293

I ' 

- - - -- --- -- ----- -- -·· - ----

Collective Bargaining Agreement 

between 

TEAMSTERS LOCAL UNION NO. 807 

32-43 49TH Street 

Long Island City, NY 11103 

And 

Bronx Welding 

September 1,2015 thru August 31, 2020 
CK294

ARTICLE 14. Ei\FORCEMENT OF AGREEMENT 

I. I3oth parti<::s ha\·e the obligation to enforce all pro,·isions or this Agreement. 

2. The Employer agrees that all conditions of employment in his operation relat_ing to hourly 

wages, htrnrs of work, o\·cnime differentials and general ,~·orking conditions shall be maintained at 

not less than the highest standards in effect at the time of the signing of this Agreement, and the 

conditions of employment shall be improved wherever specific pro,·isions for impro\'ement arc 

made elsewhere in this Agreement. It is agreed that the pro,·isions of this section shall not apply to 

inad,·ertcnt or bona fide errors made by the Employer or the Union in applying the tem1s and 

conditions of this Agreement if such error is corrected \\'ithin ninety (90) days from th~ date of cnor. 

ARTICLE 15. i\ON-DISCRJMI!\ATION 

There shall be no discrimination against any employee by either the Employer or the union in regard 

to hiring. tenure of employment. promotion. transfer 0r other conditions of employment because of 

race. creed, color. sex. age. religious or political affiliation 

ARTICLE 16. I\IA AGEMENT RIGHTS 

·othing in thi · Agre ment is intended. nor shal l it be construed, as denying or in any manner 

limiting the right of the Employer to control and supen ise all operation and direct all working 

fo rces. including the right tu select and hire. layoff or transfer employees or to control and regulate 

the use of all equipment and other property of the Employer. to maintain discipline among 

employees, and to promote efficiency in the operation provided, howe\'er. that the pro,·isions of this 

Article are not used by the Employer for the purpose of discriminating again t the Union or any of 

its members. 

ARTICLE 17. STRJ K£ A 'D LOCK-OUT 

The Union agrees that there \\'ill be no trikes. work toppages or slo,\d0\\'11 and the Employer 

agree that there will be no lockouts. 

ARTICLE 18. BEREA \'El\lE T LEA VE 

ln the case of death in an employee's immediate famil), i.e .. spou c. parent , sister. hrother. 

chi ldren. mother-in-law or father-in-law. the Employer shall grant the employee a maximum of thret: 

(3) days off, with pay. for express purposes of attendi ng services for the deceased. An employee 

shall be guaranteed two (2) days off, with pay at the time of death. Death ccrti fi cates or other 

satisfactory proof of death must be submitted to the Employer. The employee. to be el igible. must be 

on the seniorit) list for six (6) month . 

ARTJCLE 19. HEALTH A D PENSION FUNDS 

I. The Employer shall participate in the Local 807 Labor-Management Health and Pension 

Funds ("Funds'"). To provide the benefits prescribed by the Trustees of the Funds. the 

Employer shall periodically contribute to the Funds at the rates set forth herein. 

8 
CK295

The Employer contributes to the Local 807 Labor-Management Health Fund ("Health fund.') 

cun-ently at the rate of Se\'en dollars and Ninety-Four cent (S7.94) per hour. per bargaining 

unit employee (whether worked or not), for every hour paid with a maximum of 40 hours per 

week and eight hours per day. including regulai day .. Saturdays. Sundays. Vacation days, Holiday and Sick days. 

A) The Employer euITently contributes to the Local 807 Labor-Management Pension 

Fund ( ·Pen ion Fund") at the rate of Four dollars and Thirty-Five cents (S4.35) per hour. per 

bargaining unit employee. for every hour paid for, with a maximum of 40 hour per week and eight 

hour. per day (whether \\·orked or not). including regular days. Saturdays, Sundays. Vacation day . Holiday and Sick days. 

B) For the tcm1 of this Agreement. the Employer hall pay the following hourl y 

c0ntribution rates to the H ea Ith Fund: 

9/ 1/ 15 

$8. 19 

9/1/16 

$8. 44 

9/ 1/ 17 

$8.69 

9/1118 

$8,94 

911/1 9 

S9.19 

, The Employer shall participate in the Local 807 Labor-Management Pension Fund 

("Pension Fund'} In order to provide the benefits prescribed by the Trustees of the Pension 

Fund, the Employer shall continue to make contributions to the Pension Fund. The 

Employer is currently paying the amount of $4.35 per hour for each covered employee. As 

of September 1, 2015, the Employer adopts the terms and conditions of the Pension Fund's 

Rehabilitation Plan along with all future amendments. The Employer agrees to pay the $.45 

per hour annual contribution increases required by the current Rehabilitation Plan for each 

year of this Agreement, as amended, as if said contribution schedule and provisions were 

set forth in this Agreement. 

9/ 1/ 15 

$4.80 

9/1/16 

$5.25 

9/1/17 

$5.70 

9/ 1/ 18 

$6. 15 

!\cw employees shall ha,·e Pension Fund contributions made as follo\\·s: 

First year 75% of contribution 

After I year 18 months 80~o 

After I months 10 end of 24 months 90°0 

After 24 month I 00% 

9/1/19 

$6.60 

3. All contributions to the Health and Pension Funds shall be made on a maximum of eight (8) 

hour per day basis, forty (40) hours per week. and for all days described in Paragraph I abo\'c. 

4. In the e,·ent of a delinquency in pay1ncn1. the Employer agrees 10 abide b) all mies and 

regulations established by the Trustees of such Funds. inducting but not limited to those requiring 

the payment of interest. The deli nquency and reasonabl e coun, cl fees and reasonable costs of 

collection of such delinquencies and to gi,·c reasonable security in a sufficient amount. as demanded 

by the T ru tees. to secure payment of such dclinq uencies. 

9 
CK296

I 

 I 

5. The Employer hereby agrees to pennit an authorized representati\'e of the Funds to inspect its 

payroll records for the purpose of checking the accuracy of the contributions required to be made b y 

the Employer to the Funds. If the Employer fai ls to make the comri butions proYided for herein 

within the time required by the Fund. · trust agreement and the rule and regulations of each of the 

Funds. then the Trustees may cancel out the benefits C0\'eragc for such bargaining unit employee on 

whose account the Employer has fa iled to contribute. 

6. The Employer must use the remittance forms required by the Trustee· of each Fund and 

comply with said instructions of the Trustee, in filling out such fonns. 

7. The Trustees of the Funds shall be those persons now acti,·c as Trustees. or their duly 

designated successors. 

8. Remittance reports and contributions shall b~ forwarded to the Funds at periodic intern1ls set 

by the Trustees. 

9. The Trustees shall ha,·c the right to accept the Union as an Employer and to cover the Union·s 

employees for both Health and Pen ion benefits. 

I 0. The Trustee shall establish rules, " ·bich shall include. among other thing~. the requirements 

for eligibility and distribution of the assets. The Trustees shall also d forth the rules and procedures 

goYcming the administration of the Funds. 

11. The Trustees of the Funds may assess liquidated damages for any and all delinquent pay1nents 

in amounts. '\'hich they, in their discretion. deem, justified to off<;et the added cost of collection. 

12. All Employees hired bet\\·een May I. 1997 and prior to May I. 2000 shall participate in the 

retirement plans pro\'ided by the Employer \\'ith a 7% contributi on on grns!:, \\'ages as of May I. 

2000. 7% contribution for each year of this contract which shall include an) applicable wage 

increase. 

ARTICLE 20. VACATIONS 

(a) Computation. All \·acation time shall be computed from the anni\·ersary date of the 

contract. 

i) Vacation benefits for any contract year (September I - August> I) shall be 

based upon day worked during the prior contract year. An employee shall be deemed to ha\'e 

worked the entire contract year once be completes 170 days of actual " ·ork. 

An employee who worked !cs. than 170 days during the prior contract year 

shall rccei,·c a pro rated \·acation pur uant to the following fom1ula: 

;: dav worked 

I 70 X ful I ,·acation benefit = pro rata , acati on 

(b) Vacation Schedule. The Employer shall. duri ng the current contract year. grant annual ,·acations \\ ith pay as follows: 

10 
CK297

To: 

Fr om: 

Subject 

Date: 

Teamsters 

' LOCAL UNION 807 

32-43 49th Street. Long Island City, NY 11103 

Phone (718) 726-2525 • Fax (718) 726-7037 

E-mail: local807@aol.com 

Truck Drivers, Warehousemen, Exposition, Convention and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area 

-~-

John "Buddy" Sullivan Anthony Storz 

President Secretary -Treasurer 

Lu Herrera Raymond Asqu/no Gladys Nieves 

Vice Presider.I Recording Secretary Trustee 

Marty Meyers Scott Brady 

ORANDUM 

Health and Pension Funds and Profit Sharing Fund 

Lu Herrerra- Vice President. 

Center Sheet Metal 

December 28, 2017 

Trustee Trustee 

/lec 1d 

/' ac- ~---·--- l__?' 

The above Employer has signed a Collective Bargaining Agreement effective for the period 

December 1, 20 17 to November 30, 2021 . 

HEALTH And PENSION FUND CONTRJBUTION 

The Health and Pension contributions shall be increased as foll ows: 

HEALTH BENEFITS 

During the term of this Agreement the Employer shall participate in the Local 807 Labor- Management Health Fund 

("HEALTH FUND"). The benefits of that program shall be those prescribed by the Trustees of The Fund. 

(a) The employer shall contribute the sum of $8.69 as of 12/1/ I 7 per hour for eight (8) hours per day, forty (40) 

hours per week. In the first year of the contract to be increased annually as per schedule in Article 31. 

Inclusive of holidays, sick days and vacation. 

A. Health Fund Increases: 

Effective December I, 20 I 7 Health Fund shall be$ 8.69 

Effective December I, 20 I 8 Health Fund shall be$ 8.94 

Effective December I, 2019 Health Fund shall be$ 9 .19 

Effective December 1, 2020 Health Fund shall be$ 9.44 

PENSION BENEFITS 

During the tenn of this Agreement the Employer shall panicipate in the Local 807 Labor-Management Pension Fund 

("PENSION FUND''). The benefits of that program shall be those prescribed by the Trustees of The Fund. 

(a) The employer shall contribute the sum of$ I 0.365 as of 12/1/17 per hour for eight (8) hours per day, forty 

(40) hours per week. In the first year of the contract to be increased annually as per schedule in Anicle 31. 

Inclusive of holidays, sick days and vacation. 

8 . Pension Fund Increases: As per the Pension Rehabilitation Plan. 

Effective December I, 2017 Pension Fund shall be $ I 0.365 

Effective December l, 201 8 Pension Fund shall be $ I 0.8 l 5 

Effective December 1, 20 I 9 Pension Fund shall be$ 11 .265 

Effective December I, 2020 Pension Fund shall be S I 1.71 S 

www.ibt807.com 

i, 
CK298

C. PROFIT SHARING {ANNUITY BENEFITS) 

During the tenn of this Agreement the Employer shall participate in the Local 807 Labor- ~anagement Profit Sharing Fund 

("ANNUITY FUND"). 

12/1/17 

$7.00 per hr. 

12/1/18 

$7 .00 per hr. 

I 2/1/19 

$7 .00 per hr. 

12/1/20 

$7.00 per hr. 

The Employer shall make contributions for all hours worked, eight (8) hours per day and 

forty (40) hours per week maximum at the straight time rate ofS7.00 per hour for the life of the contract. 

There shall be no contributions made for overtime hours, sick days, holidays, and vacation 

days. No Profit Sharing /Annuity contributions for new hires hired after 1211/09. 

2 
CK299

ARTICLE 26. 

MAINTENANCE OF STANDARDS 

The Employer agrees that all conditions of employment relating to wages, hours of work, 

overtime differentials and general working conditions which are better, higher or more favorable to 

the Employer's employees than those provided for by or under this Agreement shall be maintained 

and the Employer agrees that its employees shall continue to enjoy these better, higher and more 

favorable practices, standards and/or benefits. 

ARTICLE 27. 

HEAL TH BENEFITS 

During the term of this Agreement the Employer shall participate in the Local 807 Labor- Management 

Health Fund (" HEAL TH FUND"). The benefits of that program shall be those prescribed by the 

Trustees of The Fund. 

(a) The employer shall contribute the sum of $8.69 as of 12/1117 per hour for eight (8) hours 

per day, forty (40) hours per week. In the first year of the contract to be increased annually 

as per schedule in Article 31. Inclusive of holidays, sick days and vacation. 

ARTICLE 28. 

PENSION BENEFITS 

During the term of this Agreement the Employer shall participate in the Local 807 LaborManagement Pension Fund ("PENSION FUND"). The benefits of that program shall be those 

prescribed by the Trustees of The Fund. 

(b) The employer shall contribute the sum of $10.365 as of 12/1/17 per hour for eight (8) hours 

per day, forty (40) hours per week. In the first year of the contract to be increased annually 

as per schedule in Article 31 . Inclusive of holidays, sick days and vacation. 

ARTICLE 29. 

INCREASES IN HEAL TH AND PENSION CONTRIBUTIONS 

The Health and Pension contributions shall be increased as follows: 

A. Health Fund Increases: 

Effective December 1, 2017 Health Fund shall be$ 8.69 

Effective December 1, 2018 Health Fund shall be$ 8.94 

Effective December 1, 2019 Health Fund shall be $ 9.19 

Effective December 1, 2020 Health Fund shall be$ 9.44 

B. Pension Fund Increases: As per the Pension Rehabilitation Plan. 

Effective December 1, 2017 Pension Fund shall be$ 10.365 

Effective December 1, 2018 Pension Fund shall be$ 10.815 

Effective December 1, 2019 Penslon Fund shall be$ 11 .265 

Effective December 1, 2020 Pension Fund shall be$ 11.715 

The Employer adopts the terms and conditions of the Pension Fund's Rehabilitation Plan along with future 

amendments. The Company agrees to pay the annual contribution increases required by the Rehabilitation Plan as 

-amended as if said contribution schedule was set forth In this Agreement. 

(a) The employer shall make the following contributions for all paid hours (eight (8) hours per 

day, forty (40) hours per week maximum). 

9 
CK300

ARTICLE 30 

PROFIT SHARING (ANNUITY BENEFITS) 

During the term of this Agreement the Employer shalt participate in the Local 807 LaborManagement Profit Sharing Fund ("ANNUITY FUND"), 

12/1/17 

$7.00 per hr. 

1211118 

$7.00 per hr. 

12/1/19 

$7.00 per hr. 

12/1/20 

$7.00 per hr. 

The Employer shall make contributions for all hours worked, eight (8) hours per day and 

forty (40) hours per week maximum at the straight time rate of $7.00 per hour for the life of the 

contract. 

There shall no contributions made for overtime hours, sick days, holidays, and vacation 

days. 

No Profit Sharing /Annuity contributions for new hires hired after 12/1/09. 

ARTICLE 31. 

CONTRIBUTION LIMITATION 

(a) All of the Health and Pension contributions as set forth in Sections 28, 29 and 

30, including additional contributions shall be made for eight (B)hours per day and forty hours 

per week maximum. Inclusive of holidays, sick days and vacation. 

(b) No contributions shall be due for unused sick days for which the employee Is paid a lump 

sum at the end of the contract year, on vacation pay where an employee works during his 

vacation and receives double pay for that period or for jury duty pay. 

ARTICLE 32. 

HEALTH, PENSION AND/OR ANNUITY - MISCELLANEOUS RULES 

(a) The Trustees of the Health, Pension and Annuity Funds shall establish rul er, which shall 

include, among other things, the requirements for eligibility, distribution of Health 

Pension and /or Annuity Fund assets and the rights of beneficiaries thereunder. The 

Trustees of said Funds shall also set forth the rules and regulations governing the 

administration of the Health, Pension and Annuity Funds. 

(b) The Trustees of the Health, Pension and Annuity Funds may assess penalties for any 

and all delinquent payments in amounts, which they, In their discretion, deem, justified 

to offset the added cost of collection. 

(c) In the event any employer defaults in the payment of Health, Pension, and 

Annuity Fund contributions or penalties and notice of such default is forwarded to said 

employer via ordlnary mail by the Administrator of the Funds and, If said default is not 

paid within ten (10) working days after said notice of default was mailed, then the 

provisions for arbitration under this agreement shall be deemed canceled, withdrawn and 

waived by said employer and the Union shall thereupon order and enforce a strike against 

said employer in default which shall not be considered a breach of this agreement. · 

10 
CK301

\'-'/ i::av11 c:111JJ1uyt=r :s11c111 wnnin twemy l""UJ cays ro11owmg me Iast day ot the preceding 

month submit to the Administrator of the Health, Pension and Annuity Funds a 

statement under oath, setting forth the names and social security numbers of all 

employees, both union and non-union, who have worked during the preceding month in 

. any classification covered by the terms of this agreement and such 

(e) Statement shall set forth the contributions made on behalf of such employees. The 

Health, Pension and Annuity Funds Administrator, on his own motion, shall have the right 

to inspect the books and/or records relative to such statement and to interview all covered 

employees of the employers. The Administrator shall forthwith report in writing, the results 

of any inspection or interview to the employers and the Trustees. 

ARTICLE 33. 

UNION DISCLAIMER 

The Union agrees that It will neither sanction nor support any wildcat strike, slow- down or 

curtailment in the operation. The Employer agrees that it will not during the term of this 

Agreement engage in a lockout. The Union Business Agent and ultimately the President of the 

Union shall have all jurisdiction to interpret any article in this agreement as per Section 7 of 

the By-laws of Teamsters Local Union No. 807. · 

ARTICLE 34. 

SEVERABILITY 

In the event any court shall hold any portion of this agreement to be in violation of either 

federal or state law, then the clause shall be deemed struck from this agreement and the 

balance of the agreement shall remain in full force and effect. 

ARTICLE 35. 

TERM OF AGREEMENT 

This Agreement shall be in full force and effect from December 1, 2017 and including 

November 30,2021,and shall continue from year thereafter unless written notice of desire to cancel or 

terminate the Agreement is served by either party upon the other at least sixty (60) days prior to date 

of expiration. 

807 

DATE: \z_." • \'I 

I l 
CK302

Collective Bargaining Agreement 

between 

TEAMSTERS LOCAL UNION NO. 807 

32-43 49TM Street 

Long Island City, NY 11103 

And 

Complete Spiral Metal 

515 Tiffany Street 

Bronx, NY 10474 

November 1, 2018 Thru October 31,2021 
CK303

SECTION 29 

HEALTH BENEFITS 

During the term of this agreement the employer shall participate in the Local 807 Labor- Management 

Health Fund ("Health Fund'). The benefits of that program shall be those prescribed by the Trustees of the 

Fund. 

a) The employer shall contribute: 

11-1-2018 

$8.94 

11-1-2019 

$9.19 

SECTION 30. 

PENSION BENEFITS 

11-1-2020 

$9.44 

The Employer shall participate in the local 807 Labor-Management Pension Fund ("Pension 

Fund"). In order to provide the benefits prescribed by the Trustees of the Pension Fund, the Employer 

shall continue to make contributions to the Pension Fund. The Employer is currently paying the 

amount of $10.1650 per hour for each covered employee. As of November 1, 2014 the Employer adopts 

the terms and conditions of the Pension Fund's Rehabilitation Plan along with all future amendments. The 

Employer agrees to pay the $0.39 per hour annual contribution increases required by the current 

Rehabilitation Plan for each year of this Agreement, as amended, as if said contribution schedule and 

provisions were set forth in this Agreement. 

(a) The employer shall contribute : 

11-1-2018 

$ 10.555 

11-1-2019 

$10.945 

11-1-2020 

$ 11.335 

SECTION 3 1 

CONTRIBUTION LIMITATION 

(a) All of the Health and Pension Fund contributions as set forth in Sections 29 and 30, inc luding additional 

contributions sha ll be made for a ll hours worked with a maximum of 40 hours in the Thursday through 

15 
CK304

SECTION 29 

HEAL TH BENEFITS 

During the term of this agreement the employer shall participate in the Local 807 Labor- Management 

Health Fund ("Health Fund'). The benefits of that program shall be those prescribed by the Trustees of the 

Fund. 

a) The employer shall contribute: 

11-1-2018 

$8.94 

11-1-2019 

$9.19 

SECTION 30. 

PENSION BENEFITS 

11-1-2020 

$9.44 

The Employer shall participate in the Local 807 Labor-Management Pension Fund ("Pension 

Fund"). In order to provide the benefits prescribed by the Trustees of the Pension Fund, the Employer 

shall continue to make contributions to the Pension Fund. The Employer is currently paying the 

amount of $10.1650 per hour for each covered employee. As of November 1, 2014 the Employer adopts 

the terms and conditions of the Pension Fund's Rehabilitation Plan along wit h all future amendments. The 

Employer agrees to pay the $0.39 per hour annual contribution increases required by the current 

Rehabilitation Plan for each year of this Agreement, as amended, as if said contribution schedule and 

provisions were set forth in this Agreement. 

(a) The employer shall contribute: 

11-1-2018 

$ 10.555 

11-1-2019 

$ 10.945 

11-1-2020 

$ I 1.335 

SECTION 31 

CONTRlBUTION LIM ITATION 

(a) All of the Health and Pension Fund contributions as set forth in Sections 29 and 30, including additional 

contributions shall be made for all hours worked with a maximum of 40 hours in the Thursday through 

15 
CK305

Wednesday week. 

(b) No contribution shall be due for unused sick days for which the employee is paid a lump sum at the end 

of the contract year, on vacation pay where an employee works during his vacation and receives do ub le pay 

for that period or for jury duty pay. 

SECTION 32 

HEAL TH and PENSION MISCELLANEOUS RULE 

(a) The Trustees of the Health and Pension Funds shall establish rules, which shall include, among 

other things, the requirements for eligibility, distribution of Health and/or Pension Fund assets 

and the rights of beneficiaries there under. The Trustees of said Funds shall also set forth the 

rules and regulations governing the administration of the Health and Pension Funds. 

(b) The Trustees of the Health and Pension Funds may assess penalties for any and all 

delinquent payments in amounts, which they, in their discretion, deem, justified offsetting the 

added cost of collection. 

(c) In the event any employer defaults in the payment of Health and Pension Fund 

contributions or penalties and notice of such default is forwarded to said employer via ordinary 

mail by the Administrator of the Funds and, if said default is not paid within ten ( 10) w orking 

days after said notice of default was mailed, then the provisions for arbitration unde r this 

agreement shall be deemed canceled, withdrawn and waived by said employer and the Union 

shall thereupon order and enforce a strike against said employer in default which shall not be 

considered a breach of this agreement. 

(d) Each employer shall \Vi thin twenty (20) days following the last day of the preceding month 

submit to the Administrator of the Health and Pension Funds a statement, under oath, setting 

forth the names and social se_curity numbers of all employees, both Union and non-Union, who 

have worked d uring the preceding month in any classification covered by the terms of this 

agreement and such statement shall set forth the contributions made on behalf of such 

employees. The Health and Pension Funds Administrator, on his own motion, shall have the 

right to inspect the books and/or records relative to such statement and to interview all covered 

employees of the employers. The Administrator shall forthwith report, in writing, the results of 

any inspection or interview to the employers and the Trustees. 

SECTION 33 

UNION DISCLAIMER 

The Union agrees that it will neither sanction nor support any wildcat strike, slow-down or curtailment 

in the operation of any Employer member. The Employer agrees that it will not during the term of this 

Agreement engage in a lockout. 

16 
CK306

Teamst .s 3. 49th Street. Long Island City, NY 11103 

' LOCAL UNION 807 

Phone (718) 726-2525 • Fax (716) 726-7037 

E-mail: local807@aol.com 

Truck Drivers, Warehousemen. Exposition. Convention and Trade Show Employees 

Greater l\ew York Vicinity and Metropolitan Area ·~--

John ·'Buddy" Sullivan Anthony Storz 

Secre1ar1-Treasure· 

Lu Herrera 

Vice President 

Raymond Asquino 

Recu·d1ng Secre:ary 

Angel Curbelo 

Trustee 

Gladys Nieves Marty Meytrs 

To: 

From: 

Subject: 

Date: 

NDi'JM01 

Health and Pension Funds 

Tony Storz 

CSI- Contribution letter 

40 Regency Plaza Glen Mills, Pa 19342 

March 5th, 2015 

Profit Sharing Fund 

I 

I 

J 

The Employer has agreed that contributions on the Employees' behalf are to be made into the 

Local 807 Profit Sharing Fund in the sum of eight dollars and twenty-three cents ($8.23) for all 

straight hours effec tive October I, 201 4 thru September 30, 2020. 

And for all double time hours at the sum of sixteen dollars and forty-six cents ($1 6.46), 

effective October I, 20 I 4 thru September 30,2020 for all double time overtime. The Profit Sharing 

shall be paid for all ho urs such as holiday's, sick days and all other paid days. 

Employers will provide individual written notice to all employees of Teamster Local No. 807 

within thirty (30) days of the month end of all annuity payments made by the Employer in the 

member's name. 

HEAL TH AND PENSION 

A)HEALTH 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, effective October 1, 2014 be paid as follows 

Trustee Trustee 

(lif,_, 1c1. J..~ ~}, r 

@_:) 

I. Whe re, during any quarterly reporting period, an Employee is paid by an Employer for less than sixty-five 

(65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute at the prevailing rate, to the health Fund on behalf of that Employee for each paid straight 

time and overtime hour up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not). the 

Employer shall contribute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) hours 

per day for each paid day. 

The rate of contribution to the Health Fund, effective October I, 2014, shall be $7.94 per hour. October I, 20 15 the 

rate shall be $8. l 9 per hour. October I, 2016 the rate shall be $8.44 per hour. October I. 20 I 7 the rate shall be shall 

be $8.69 per hour. October I, 20 I 8 the rate shall be $8.94 per hour. October I, 20 I 9 the rate shall be 

$9. 19 per hour. Health contributions are to be deposited in a separate account, not to be used for other than Health 

Fund purposes. 

www Teamsterslo~l807.corn.o rg.net 
CK307

(B) PENSION 

The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the Employer 

shall, effective October I, 2014 and to be paid as follows: 

I. Where, during any quarterly reporting period, an Employee is paid by the Employer for less than sixty-five 

(65) days, including regular days, sick days, Saturdays, Sundays. and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) hours 

per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority list, effective October t, 2014, shall 

be $9.0 I 5 per hour. Effective October I, 2015 the rate shall be $9.465 per hour. Effective October I, 2016 the rate 

shall be $9.915 per hour. Effective October I, 20 I 7 the rate shall be $ I 0.365 per hour. Effective October I, 2018 

the rate shall be $10.815 per hour. Effective October I, 2019 the rate shall be$ 11.265 per hour. 

The rate of contribution to the Pension Fund for all other employees, effective October I. 20I~ will be $6.95 per 

hour. 

Effective October I, 201S the rate shall be $7.40 per hour. Effective October I, 2016 the rate shall be $7.8S per 

hour. 

Effective October I, 2017 the rate shall be $8.30 per hour. Effective October I, 2018 the rate shall be $8. 75 per 

hour. Effective October I, 2019 the rate shall be $9.20 per hour. 

If an employee permanently leaves the Higher Rate per hour core for whatever the reason the senior most employee 

within the per hour core shall immediately move up into the higher rate per hour core and have that amount thereafter 

contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the higher rate pension at all 

times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund purposes. 

(C) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the terms and condition of 

the Pension Rehabilitation Plan. 
CK308

SECTlON 8. 

PRJOR BENEFITS - :MAINTENANCE OF STANDARDS 

If wages or any other term or condition of employment, in any classification, is better, higher or superior to 

those pro\'ided in this Agreement, then such wages, tenn s and conditions shall continue in full force and 

effect and shall not be modified because of the tenns and conditions of this Agreement. 

SECTIO 9. 

SEl\'lORITY CLAUSE 

A. Union and Employer recognize the principle of seniority and agree that same shall be applicable on a 

job classification basis including, but without limiting the generality thereof, to the fo llowing: promotion, 

holidays, scheduling of vacations, etc. 

8 . Senior Employees shall have preference to work at the job for which the pay is highest, provided such 

Employee is qualified for such work. 

C. Any Employee working thirty (30) days in one hundred ( I 00) shall be placed on the seniority list as of 

his first day of hire. No Employee may be on more than one (I) seniority list at any one (l) time. The seniority 

list is frozen at twenty (20) men for this contract. 

D. The Foreman, selected by the employer shall be the first man assigned on each job. 

E. Each employer has the right to name the first three (3) men (from the 20-man seniority list) for each 

event from each day's total Teamster call. 

F. If the union is involved in a picket line at a show site, the most senior man on the picket line shall be put to 

work on that show for the day, for the Employer being picketed. Any days worked after the first day, the 

foreman shall follow the seniority list. 

SECTION JO. 

HEAL TH AND PEJ\'.SION 

A)IIEALTH 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions hy the Employer shall, effective Ocwber I, 2014 be paid as follows: 

l . Where, during any quarterly reporting period, an Employee is paid by au Employer for less than sixty11\'e (65) days, wcluding regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute at the prevailing rate, to the health Fund on behalf of that EmpkJyee for each paid 

straight time and overtime hour up to a maximum of fi ve hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Health Fund oo behalf of said Employee for eight (8) 

hours per day for each paid day. 

The rate of contribution to the Health Fund, effecti\'e October I, 20 I 4, shall be $7.94 per hour. October I, 2015 

the rate shall be $8. I 9 per hour. October I, 20 I 6 the rate shall be $8.44 per hour. October I, 2017 the rate shall 

be shall be $8.69 per hour. October 1, 201 8 the rate shall be $8. 94 per hour. October I, 20 19 the rate shall be 

$9. 19 per hour. Health contributions are to be deposited in a separate account, not to qe used for othe-r than · Health Fund purposes. 

5 
CK309

The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the 

Employer shall, effective tober I, 2014 and to be paid as follows: 

I. Where, during any qu,n1P.rly rP.pnrtine pr.rincl, ;:in F.mployee is paid by the Employer for less than sixtyfive (65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to tl-.e Pension fund on behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2 . Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) 

or rr.ore days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) 

hours per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority list, effective October I, 2014, 

shall be $9.0 I 5 per hour. Effective October I, 2015 the rate shall be $9.465 per hour. Effective October I, 2016 

the rate shall be $9.915 per hour. Effective October I, 20 17 the rate shall be $ I 0.365 per hour. Effective 

October I, 20 l 8 the rate shall be $10.8 l 5 per hour. Effective October I, 20 19 the rate shall be $ 11.265 per 

hour. 

The rate of contribution to the Pension Fund for all other employee , effective October I, 2014 will be S6.95 per 

hour. 

Effective October I. 2015 the rate shall be $7 .40 per hour. Effective October I, 2016 the rate shall be $7 .85 per 

hour. 

Effective October I, 2017 the rate shall be $8.30 per hour. Effective October l , 2018 the rate shall be $8.75 per 

hour. Effective October 1, 2019 the rate shall be S9.20 per hour. 

If an employee permanently leaves the Higher Rate per hour core for whatever the reason the senior most 

employee within the per hour core shall irrunediately move up into the higher rate per hour core and have that 

amount thereafter contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the 

higher rate pension at a ll times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund 

purposes. 

(C ) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab p lan. The employer adopts the terms and 

condition of the Pension Rehabilitation Plan. 

(ID TRUST FUNDS: 

a. The Trustees of the Health and Pension Funds shall be those persons now active as Trustees, or their 

duly designated successors. 

b. Contributions shall be made to the Trustees of the Funds. The Employer shall forward his 

contributions to the Funds at periodic intervals set by the Trustees. 

c The Trustees shall have the right to accept the Union as an Employer and to cover the Union's 

employees for both pension and health benefits. 

d. The Trnstecs shall establish rules, which shall i.nclude, among other things, the requirements of 

eligibility, distribution of the Health and Pension Funds and the rights of employees thereunder. The Trustees 

sball set forth the rules and provisions governing the administratidn of the Funds. rfthe Trustees do not agree 

on rules covering the foregoing, a neutral Trustee shall be added to the Board of Trustees and the decision of a 

majority oftbe Board of Trustees with respect to the whole or any part of the Health and Pension Funds shall be 

binding upon the parties hereto. 

6 
CK310

. . ~ - - ··-· • - i. 

in amounts, which they, in discretion, deem, justified to offset the added cost of collection. 

In the event the Employer ]ts in payment o f pension and/or health Ct utions, or penalties and notice of 

such default is served upon the Employer via ordinary mail by the Administrator of the Funds, and copies arc 

sent to the Union, Pension and/or Health Trustees, and if said default is not paid within five (5) working days 

after sa id notice of default, then the provisions for arbitration shall be deemed canceled withdrawn and waived 

by the Employer and the Union shall thereupon order and enforce a strike against the Employer in default, 

which shall not be considered a breach of this Agreement. The Employer shall within twenty (20) days after 

each quarter submit to the Administrator of the Funds a statement, under oath, setting fonh the names and social 

security numbers of all Employees, both Union aod nonunion, who have worked in the preceding quarter in all 

classifications covered by this Agreement and such statement shall set forth the contributions made on behalf of 

such Employees. The Funds' Administrator, on his 0 ,,11 motion. or at the request of the Union shall have the 

right to inspect the books and/or records relative to such statement and to interview all Employees of the 

Employer. The Administrator shall forth\\"ith report in writing the results of any inspection or interview. 

f. Employer contributions to the Local 807 Labor-Management Health and/or Pension Funds on hehalf of 

corpora le officers or sa laried employees, performing covered employment during a quarterly reporting period, 

shall be for a minimum of five hundred and twenty (520) hours for said quarter, at the prevailing rate. 

SECTION 11 

DISTRIBUTION FUND 

The Employer shall participate in the Local 807 Labor-Management Distribution Fund, effecti\'e 

October I , 2014 and to be paid as follows: 

a. For the period October I , 2014 to September 30, 2020 the Employer will contribute the foUowing: 

Effective October I , 2014 the sum will be $5.75 per hour. Effective October I, 2015 the sum will be $6.00 per 

hour. Effective October I , 2016, the sum will be $6.25 per hour. Effective October 1, 2017, the sum will be 

$6.50 per hour . Effective October l , 2018, the sum will he $6.75 per hour. Effective October I, 2019, the sum 

will be $7.00 per hour. 

For all overtime hours effective October I, 2014, the sum will be $1 1.50 per hour. Effective October I, 2015 

the sum will be $12.00. Effective October I , 20 16 the sum will be $1 2.50. Effective October 1.20 17 the sum 

will be S 13 .00 per hour. Effective October l, 20 18 the sum will be$ l 3.50. Effective October I, 20 I 9 the sum w ill be SI 4.00. 

Each Employee will be paid their pro-rata share of the Labor-Management Distribution Fund at the conclusion 

of the fosl payroll period in December in each contract year. 

SECTION 12. 

STEWARDS 

The Union shall appoint one Employee for each Employer to act as Shop Steward. The Shop Steward's sole 

tluty as such shall be to make certain that the provisions of this Agreement are adhered to by the Employer and 

the Employees. The Shop Steward shall be last man to be laid off before the employer selected foreman, and 

sha ll not be discrimrnarcd against under any circumstances. All foremen shall report their da:ly labor caU to the 

shop steward and the steward shall forward a copy of the calls to the union on a daily basis. However. th is will 

not result in the creation of a new position for the Employer. 

SECTION 13 

TRAVELING 

7 
CK311

Collective Bargaining Agreement 

between 

TEAMSTERS LOCAL UNION NO. 807 . 

32-43 49TM Street 

Long Island City, NY 11103 

And 

DRAPERY MAINTENANCE 

CORPORATION 

21-07 BORDEN AVENUE 

LONG ISLAND CITY, NEW YORK 11101 

April 1, 2018 thru March 31,2023 
CK312

Article 19. HEALTH and PENSION FUND 

l. The Employer shall participate in the Local 807 Labor-Management Health and Pension Fund 

("Funds"). To provide the benefits prescribed by the Trustees of the Funds, the Employer shall 

periodically contribute to the Funds at the rates set forth herein. 

A. Health Fund Increases: 

Effective April 1, 2018 Health Fund sbaU be$ 8.94 

Effective April 1, 2019 Health Fund shall be $ 9 .19 

Effective April l, 2020 Health Fund shall be$ 9.44 

Effective April 1, 2021 Health Fund shall be$ 9.69 

Effective April 1, 2022 Health Fund shall be$ 9.94 

B. Pension Fund Increases: As per the Pension Rehabilitation Plan. 

Effective April 1, 2018 Pension Fund shaU be$ 10.8 15 

Effective April l, 201 9 Pension Fund shall be$ 1 l .265 

Effective April 1, 2020 Pension Fund shall be$ 11 .715 

Effective April 1, 2021 Pension Fund shall be $ 12.165 

Effective April 1, 2022 Pension Fund shall be$ 12.615 

The Employer adopts the te1ms and conditions of the Pension Fund's Rehabilitation Plan along with future 

amendments. The Company agrees to pay the annual contribution increases required by the Rehabilitation 

Plan as amended as if said contribution schedule was set forth in this Agreement. 

2. Contributions to the Health and Pension Funds shall be made on all hours paid, with a maximum of 

eight- (8) hours per day. All contributions shall not exceed 40 hours per week. 

3. In the event of a delinquency in payment, the Employer agrees to abide by all rules and regulations 

established by the Trustees of such Funds. In the event of disputes or questions of interpretation 

concerning the requirements to make contributions or portions thereof, the Employer shall not b e 

deemed delinquent while the matter is being considered pursuant to the grievance and arbitration 

procedure. If a delinquency in the payment is found to exist, the Employer shall pay the amount due, 

including interest, retroactive to the date of the delinquency. 

4. The Employer hereby agrees to permit an authorized representative of the Funds to inspect its payroll 

records for the pwpose of checking the accuracy of the contributions required to be made by the 

Employer to the Funds. If the Employer fails to make the contributions provided for herein withm. the 

time required by the Funds' trusts agreement and the rules and regulations of each of the Funds, then 

the Trustees may cancel out the benefits coverage for such bargaining unit employee on whose account 

the Employer bas failed to contribute. 

5. The Employer must use the remittance forms required by the Trustees of each Fund and comply with 

said instructions of the Trustees in filling out such forms. 

6. The Trustees of the Funds shall be those persons now active as Trustees, or their duly designated 

successors. 

7. Remittance reports and contributions shall be forwarded to the Funds at periodic intervals set by the 

Trustees, but in no. event more frequently than monthly. 

8 
CK313

8. The Trustees shall establish rules, which shall include, among other things, the requirements for 

eligibility and distribution of the assets. The Trustees shall also set forth the rules and procedures 

governing the administration of the Funds. If the Trustees fail to agree on said rules and/or procedures, 

a neutral Trustee shall be added to the Board of Trustees and the decision of a majority of the Board of 

Trustees with respect to the whole or any part of the Health and Pension Funds shall be binding upon 

the parties hereto. 

9. The Trustees of the Funds may assess liquidated damages for any and all delinquent payments in 

amounts, which they, in their discretion, deem justified to offset the added cost of collection. 

ARTICLE 20. VA CATIONS 

1. All Employees covered by this Agreement shall be allowed vacation, which is to be deterrr.ined in 

accordance with, the following schedule: 

one year - 2 weeks 

three years - 3 weeks 

fifteen years - 4 weeks 

twenty years - 5 weeks 

thirty years- 6 weeks 

2. The pay for the vacations shall be paid in advance of the vacation and shall be based on straight time rates. 

Mandatory and other authorized deductions such as federal withholding tax, social security, etc., will be made 

from all vacation allowances. The vacation year shall be from April l through March 31 of each contract year. 

All employees hi.red after September 30 of the contract year will receive 1 day vacation for each 30 days 

worked for the following contract year not to exceed five days. 

3. The allowed vacation shall be given an employee provided that the employee worked for the Employer for 

at least six (6) months during the prior contract year. In determining vacations, aU hours paid for, including 

those allowed for vacation, shall be included. In addition, work hours lost through compensation claims are to 

be considered hours worked provided the employee has worked at least thirty, (30) days in that contract year. 

4. In any case, where any of the holidays covered in this Agreement occur during the vacation period of any 

employee, said employee shall have the choice of an extra eight (8) hours vacation with pay or an additional 

eight (8) hours pay for such holiday. 

5. The Company shall determine the vacation schedule each year and shall give preference to the senior 

employees. Employees who are discharged by the Company for cause and those who terminate their 

employment shall be paid their accrued allowance. 

6. The vacation period will be from April 1 to March 31. The Company will post a vacation schedule by 

March l and ail vacation picks must be posted no later than March 31. All employees who fail to pick their 

vacation weeks by March 3 1 will forfeit their right to pick by seniority. 

7. All employees may elect to take up to (2) tv.·o weeks vacatfon in single day increments. 

8. An additional hour's pay shall be given to each employee for each credited day of vacation earned, up 

to a maximum. 

One year- five hours 

Two years- ten hours 

Ten years- fifteen hours 

Fifteen years- twenty hours 

9 
CK314

Teamst 

E-mail: loca;. 07@aol.com 

Gladys Nieves Marty Msyers 

To: 

From: 

Subject: 

Date: 

Health and Pension Funds 

Tony Storz 

Eagle Management Group - Contribution lette r 

February 20, 201 S 

The above employer has signed an agreement affective from October 1,2014 

to September 30,2020. 

Profit Sharing Fund 

The Employer has agreed that contributions on the Employees' behalf are to be made into the 

Local 807 Profit Sharing Fund in the sum of eight dollars and twenty-three cents ($8.23) for all 

straight hours effective October I, 2014 thru September 30, 2020. 

And for all double time hours at the sum of sixteen dollars and forty-six cents ($1 6.46), 

effective October I, 2014 thru September 30,2020 for all double time overtime. The Profit Sharing 

shall be paid for all hours such as holiday's, sick days and all other paid days. 

Employers will provide individual written notice to all employees of Teamster Local No. 807 

within thirty (30) days of the month end of aJI annμity pa~ents made by the Employer in the 

member's name. 

HEALTH A.ND PENSION 

A)HEALTH 

The Employer shall participate in the Local 807 Labor-Management Health Fu.nd. 

Contributions by the Employer shall, effective October l, 2014 be paid as follows 

Trustee Trustee 

I . Where, during any quarterly reporting period, an Employee is paid by an Employer for less than sixty-five 

(65) days, inc luding regular days, sick days, S~ys, Sundays, and holidays (whether worked or not), the 

Employer shall contribute at the prevailing rate, to the health Fund on behalf of that Employee for each paid straight 

time and overtime hour up to a maximum of five hundred twenty (520) hours. 

2. Where , during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, includ ing regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer s hall contribute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) hours 

per day for each paid day. 

The rate of contribution to the Health Fund, effective October I, 2014, shall be $7.94 per hour. October I, 20 15 the 

rate shall be $8.19 per hour. October 1, 2016 the rate shall be $8.44 per hour. October I, 20 17 the rate shall be shall 

be $8.69 per hour. October I, 2018 the rate shall be $8.94 per hour. October I, 201.9 the rate shall be 

$9.19 per hour. Health contributions are to be de posited in a separate account, not to be us.ed· for other than Health 

Fund purposes. 

(B) PENSION Teamstersl ocal807.c.om.Qrg.n,et 

The Employer shall participate in the Local~· Labor-Managerr.ent l'ens1on l' und. Contributions by the Employer 
CK315

shall, effective October I, 2014 and to be paid as follows: 

l . Where, during any quarterly reporting period, an Employee is paid by the Employer for less than sixty-five 

(65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) hours 

per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority list, effective October I, 2014, shall 

be $9.015 per hour. Effective October l, 2015 the rate shall be $9.465 per hour. Effective October l, 2016 the rate 

shall be $9.915 per hour. Effective October I, 2017 the rate shall be $10.365 per hour. Effective October I, 2018 

the rate shall be $10.815 per hour. Effective October I, 2019 the rate shall be $ 11 .265 per hour. 

The rate of contribution to the Pension Fund for all other employees. effective October I, 20 I 4 will be $6.95 per 

hour. 

Effective October I, 2015 the rate shall be $7.40 per hour. Effective October I 2016 the rate shall be $7.85 per 

hour. 

Effective October l, 20 I 7 the rate shall be $8.30 per hour. Effective October l, 2018 the rate shall be $8. 75 per 

hour. Effective October l, 20 I 9 the rate shall be $9.20 per hour. 

If an employee permanently leaves the Higher Rate per hour core for whatever the reason the senior most employee 

within the per hour core shall immediately move up into the higher rate per hour core and have that amount thereafter 

contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the higher rate pension at all 

times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension fund purposes. 

(C) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the tenns and condition of 

the Pension Rehabilitation Plan. 
CK316

SECTION 8. 

R BENEFITS - MAINTENANCE OF STANDARDS 

If wages or any other term or condition of employment, in any classification, is better, higher or superior 10 

those provided in this /\greement, then such wages, tenns and conditions shall continue in full force and 

effect and shall not be modified because of the terms and conditions of this Agreement. 

SECTJOI\" 9. 

SE 'IORlT\~ CLAU. E 

A . Union and Employer recognize the priJ1ciple of seniority and agree that same shall be applicable o n a 

job c lassification basis includ ing, but without limit ing the generality thereof. to the following: promotion, 

holidays. scheduling of vacations, etc. 

R. Senior Employees sha ll ha\'e preference to work at the job for which the p;ciy is highest, provided such 

Employee is qualified for such work . 

C. Any Employee working thirty (30) days in one hundred ( I 00) shall be placed on the seniority list as o f 

his first day of hi.re. No Employee may be on more than one (I) seniority list at any one (I) time. The seniority 

list is frn7cn at twenty (20) men for this contract. 

D. The Foreman, selected by the employer shall be the first man assigned on each j ob. 

E. Each employer has the right to name the fost three (3) men (from the 20-man seniority list) for each c,·enc from each day's Iota! Teamster call. 

!-'. If the union is involved in a p icket line at a show site, the.: most senior man on the p icket line shall be put to 

work on that show for the day, for the Employer being picketed. Any days worked after the first day, the 

foreman shall follow the seniority list. 

SECfJON 10. 

KEAL TH AND PENSJON 

&]IEALTH 

The Employer shall participate in the Local 807 Labor-Management I lealth Fund. 

Contributions by the Employer shall, effective October I , 2014 be pa id as follows: 

I . Where, during any quarterly reporting period, an Employee is pa id by an Employer for less than sixtyfi, e (65) days, includin g regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute at the prcvailing ra te, to the health Fund on behalf of that Employee for each paid 

straight time and overtime ho ur up 10 a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period an Employee is paid by an Employer for sixty-fi,·e (65) or 

more days, inc luding regular days, sick days. Saturdays. Sundays, and holiday. (whether worked or not). the 

Employer shall contribute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) 

hours per day for each paid day. 

The rate o f contribution to the Health Fund. efTecti\'e October I , 2014, shall be $7. 94 per hour. October I, 2015 

the rate shall be S8. I 9 per hour. October I. 20 l 6 the rate shall be $8.44 per hour. October I,. 20 17 the rate sha ll 

be shall be $8.69 per hour. October l , 20 l 8 the rate s~alt be S8. 94 per hour. October I, 20 19 the rate shall be 

S9. 19 per hour. Health contributions are to be deposued in a separate account, not to be used for other than 

Health Fund purposes. 

(fl) PENSTON 

5 
CK317

tmployer shall, e llect1ve October I, 2014 and to be paid as follows: 

I . Where. during an) erly reporting period, an Employee is pa the Employer for less than sixtyfi\'e (6.5) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing race, to the Pension Fund on behalfofsaid Employee for each paid 

straight time and o\·ertimc hour, up to a maximum of five hundred t\\'enty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) 

or more days, including regular days, sick days, Satunlays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension rund on bchalfofsaid Employee for eight (8) 

hours per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man senio rity list, effecti\·e October l, 20 14 , 

shall be S9.015 per hour. Effective Oetobcr I.20 15 the rate shall be $9.465 per hour. Effective October I, 20 16 

the rate shall be S9.9 15 per hour. Effecti\·e October I, 2017 the rate shall be SI 0.365 per hour. Effective 

O ctober I. 201 8 the rate shall be S I0.8 15 per hour. Effective October 1, 2019 the rate shall be$ 11.265 per 

hour. 

The rate of contribution to the Pension Fund for all other employees, effective October I. 2014 will be S6.95 per 

hour. 

Effective October 1. 20 I - the rate shall he $7 .40 per hour Effective October I, 20 16 the rate shall be S7 .85 pcr 

hour. 

Effective October I.2017 the rate shall be $8.30 per hour. Effective October I, 20 18 the rate shall be S8. 75 per 

hour. Effecti ve October I, 20 I 9 the rate shall be S9.20 per hour. 

If an employee pennancntly leaves the Higher H.ate per hour core for whatever tbc reason the senior most 

employee within the per hour core shal I immediately move up into the higher rate per hour core and ha\·c that 

amount thereafter contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the 

higher rate pension at a ll times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund 

purposes. 

(C ) REHAB PLAN 

Pension increases shat! be as prescribe per the pension rehab plan. The employer adopts the tenns and 

condition of the Pension Rehabilitation Plan. 

(ID TRUST FUNDS: 

a. The Trustees of the I lea Ith and Pension Fu nds shall be those persons now actiYe as Tnistees, or their 

duly designated successors. 

b. Contributions shall be made to the Tru tees of the fonds. The Employer shall forward his 

contributions to the Funds at pcriodic intervals set by the Trustees. 

c The Trustees shall ha\·e the right to ac-cept the Union as an Employer and tu CO\ er the Union's 

employees for both pension and health benefits. 

d . The Trustees sha ll establish rules, which shall include, among other things, the requirements of 

eligibility, distributio n of the Health and Pension Funds and the rights of employees thereunder. The Trustees 

shall set forth the rules and provisions governing the administration of the Funds. If the Trustees do not agree 

on niles CO\ cring the foregoing. a neutral Trustee shall be added to the Board of Trustees and the dec ision of a 

majority of the Board of Trustees with respect to the whole or any part oftbe Health and Pension Funds shall be 

binding upon the parties hereto. 

e. The Trustees of the Health and Pension Funds may assess penalties for any and all delinquent payments 

6 
CK318

ln the event the Employer def<> ults in payment of pension and/or health cor• ;but ions, or penalties and notice of 

such default is served upot Employer via ordinary mail by th e Admi tor of the Funds. and copies are 

sent to the Union, Pension and/or Health Trustees, and if said default is not paid within five (5) working days 

after said notice of defa ult, then the provisions for arbitration shall be deemed c.inceled withdrawn and waived 

by the Employer and the Union shall thereupon order and enforce a strike against the E mployer in ddault, 

which shall not be considered a breach of this Agreement. The Employer shall within twenty (20) days a fter 

each quarter submit to the Administrator of the Fu:ids a statement, under oath, scning fort h the names and social 

security numbers of all Employees, both Union and nonunion, who have worked in the preceding quarter in all 

c lassifications covered by this Agreement and such statement shall set fo11h the contributions made on behalf of 

such Employees. The Funds' Administrator, on his own motion, or at the request of the Union shall ha\'e the 

right to i11spect the books and1

or records relative to such statement and to interview all Employees o f the 

Employer. ·1 he J\dmin istrator shal I forthwith report in writing the results of any in ·peccion or intcr\'iew. 

f. Employer contributions to the Local 807 Labor-Management I lea Ith and/or Pension funds on behalf of 

corporace officers or salaried employees, performing covered employment during a quarterly reporting period, 

shall be for a mi nimum of five hundred and twenty (520) hours for said quarter. nt the prevailing rate 

SECTION 11 

DISTRIBUTION FUND 

The Employer shall participate in the Local 807 Labor-Management Distribution Fund, effecti\·e 

October l , 2014 and to be paid as follows: 

a. For the period October l. 20 l 4 to September 30, 2020 the Employer will contribute the following: 

Effective October 1, 2014 the sum will be $5.75 per hour. Effective October l , 20 15 the sum will be $6.00 per 

hour. Effective October I , 2016, the sum will be $6.25 per hour. EffectiYe October I, 20 17, che sum will be 

$6.50 per hour .Effective October I, 201 8, the sum will be $6. 7 5 per hour. Effective October I, 2019, the sum 

wi ll be $7.00 per hour. 

For all overtime hours effective October I, 20 I 4, the sum will be $ 11 .50 per hour. Effective October I, 2015 

the sum will be Sl 2.00. Effective October I, 20 16 the sum will be S l 2.50. Effective October 1.2017 the sum 

will be SJ 3.00 per hour. Effecti\·e October l, 201 8 the sum will be $1 3.50. Effecti\'e October l , 20 19 the sum 

will be S 14.00. 

Each Employee will be paid their pro-rata share of the Labor-Management Distribution Fund at the conclusion 

of the first payTOII period in December in each contract year. 

SECTIO 12. 

STEWARDS 

The Union shall appoint one Employee for each Employer to act as Shop Scewnrd. The Shop Steward's sole 

duty as such shall be to make certain that the provisions of this Agreement are i!dherec.l to by the Employer and 

the Employees. The Shop Steward shall be last man to be laid off before che employer selected foreman, and 

shall no t be discnminatcd against under any circumstances. All foremen shall rcpon their daily labor call to the 

shop steward and the steward shall forwa rd a copyofthe calls to the union on a daily b:isis. However, this will 

not result in che creation of a new position for the Employer. 

SECTION 13 

TRAVELING 

A. All Employees sent outside of the Metropolitan District are co be paid for traveling time, meals and 

hotel expenses. 

7 
CK319

2014-2020 

RIGGING AND MACHINERY MOVERS 

AND TRADE SHOW DIVISION CONTRACT 

Between 

TRUCK DRIVERS LOCAL UNION NO. 807 

And 

AGREEMENT entered into between Expo Advantage hereinafter called the "EMPLOYER" and TRUCK DRIVERS 

LOCAL UNION NO. 807, hereinafter called the "UNION" to govern all hours, wages and working conditions set forth 

from the I st day of October 20 I 4 through the 30th day of September 2020. 

SECTION 1. 

UNION RECOGNITION 

A. The Employer recognizes the Union as the sole and exclusive collective bargaining representative of all 

its employees who pick up, haul, load or unload displays, freight, material(s), machinery, tools and/or 

equipment or assist in same, who operate (or assist to operate) the machinery, equipment, tools, and/or 

vehicles by which such work is performed or which is related to such work (e.g. hilo, bulldozer, truck) 

and all other employees performing the kind of work described herein. 

B. All pick-ups, hauling, loading and/or unloading of displays, freight material(s), machinery, tools and/or 

equipment and the operation of all machinery, equipment, tools and/or vehicles by which such work is 

done or which is related to such work, and other work customarily done by the Employer's employees 

shall be performed only by the Employer's employees covered by this Agreement. 

C. The terms "Employee" and "Employees" as hereinafter used are intended to refer solely to all persons 

within the collective bargaining unit covered by this Agreement. 

D. All men who pick up, hau l, load or unload freight, material(s), and machinery in connection with a 

rigging job sha ll be covered by this Agreement whether or not they actually handle rigging 

equipment. A man who drives a truck regardless of size, which is equipped with a fall, sha ll be 

classified as a Rigging Chauffe ur whether or not the fa ll is actually used. 

E. For the purpose of this Agreement the Emp.l9yer agrees to refrain from using the services of any 

person who does not observe the wages, hours and conditions of employment set forth in this 

Agreement. 

F. In all cases hired or leased equipment shall be operated by an Employee of the Employer and such 

Employee shall be paid pursuant to the terms of this Agreement. The Employer expressly reserves 

the right to control the manner, means and details of, and by which, the operator of ·said hired or 

leased equipment performs his services as well as the ends to be accomplished. 

1 
CK320

SECTION 8. 

PRIOR BENEFITS- MAINTENANCE OF STANDARDS 

If wages or any other term or condition of employment, in any classification, is better, higher or superior to 

those provided in this Agreement, then such wages, terms and conditions shall continue in full force and 

effect and shall not be modified because of the terms and conditions of this Agreement. 

SECTION 9. 

SENIORITY CLAUSE 

A. Union and Employer recognize the principle of seniority and agree that same shall be applicable on 

a job classification basis including, but without limiting the generality thereof, to the fo llowing: promotion, 

holidays, scheduling of vacations, etc. 

B. Senior Employees shall have preference to work at the j ob for which the pay is highest, provided 

such Employee is qualified for such work. 

C. Any Employee working thirty (3 0) days in one hundred (100) shall be placed on the seniority I ist as 

of his first day of hire. No Employee may be on more than one (I) seniority list at any one ( I) time. The 

seniority list is frozen at twenty (20) men for this contract. 

D. The Foreman, selected by the employer shall be the first man assigned on each j ob. 

E. Each employer has the right to name the first three (3 ) men (from the 20-man seniority list) for each 

event from each day's total Teamster call. 

F. If the union is involved in a picket line at a show site, the most senior man on the picket line shall be put 

to work on that show for the day, for the Employer being picketed. Any days worked after the first day, the 

foreman shall foll ow the seniority list. 

SECTION 10. 

HEALTH AND PENSION 

A)HEALTH 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, effective October I, 201 4 be paid as foll ows: 

I. Where, during any quarterly reporting period, an Employee is paid by an Employer for less than 

sixty-five (65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked 

or not), the Employer shall contribute at the prevailing rate, to the health Fund on behalf of that Employee 

for each paid straight time and overtime hour up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five 

(65) or more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or 

not), the Employer shall contribute, at the prevailing rate, to the Hea lth Fund on behalf of said Employee for 

e ight (8) hours per day for each paid day. 

The rate of contribution to the Health Fund, effective October I, 20 14, shall be $7.94 per hour. October I, 

201 5 the rate shall be $8.19 per hour. October l , 2016 the rate shall be $8.44 per hour. October I, 201 7 the 

rate shall be shall be $8.69 per hour. October I, 2018 the rate sha11 be $8.94 per hour. October I, 20 19 the 

rate shall be $9. 19 per hour. Health contr_ibutions are to be deposited in a separate account, not to be used 

for other than Health Fund purpefses. 

(B) PENSION 

The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the 

5 
CK321

1. Where, during any quarterly reporting period, an Employee is paid by the Employer for less than 

sixty-five (65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked 

or not), the Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee 

for each paid straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five 

(65) or more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or 

not), the Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee 

for eight (8) hours per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority list, effective October 1, 

2014, shall be $9.01 5 per hour. Effective October 1, 2015 the rate shall be $9 .465 per hour. Effective October 

l , 2016 the rate shall be $9.91 5 per hour. Effective October 1, 201 7 the rate shall be $10.365 per hour. 

Effective October 1, 2018 the rate shall be $10.81 5 per hour. Effective October 1, 2019 the rate shall be$ 

11 .265 per hour. 

The rate o f contribution to the Pension Fund for all other employees, effective October 1, 2014 will be $6.95 

per hour. 

Effective October 1, 201 5 the rate shall be $7 .40 per hour. Effective October 1, 2016 the rate shall be $7 .85 . 

per hour. 

Effective October 1, 201 7 the rate shall be $8.30 per hour. Effective October 1, 2018 the rate shall be $8.75 

per hour. Effective October I, 2019 the rate shall be $9.20 per hour. 

Jf an employee permanently leaves the Higher Rate per hour core for whatever the reason the senior most 

employee within the per hour core shall immediately move up into the higher rate per hour core and have 

that amount thereafter contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in 

the higher rate pension at all times. 

Pen sion contributions are to be deposited in a separate account, not to be used for other than Pension Fund 

purposes. 

(C ) REHAB PLAN 

Pension increases sha ll be as prescribe per the pension rehab plan. The employer adopts the terms and 

condition of the Pension Reh abilitation Plan. 

TRUST FUNDS: 

a. The Trustees of the Health and Pension Funds shall be those persons now active as Trustees, or their 

duly designated successors. 

b. Contributions shall be made to the Trustees of the Funds. The Employer sha ll forward his 

contributions to the Funds at periodic intervals set by the Trustees. 

c The Trustees shall have the right to accept the Union as an Employer and to cover the Union's 

employees for both pension and health benefits. 

d. The Trustees shall establish rules, which shall include, among other things, the requirements of 

eligibility, distribution of the Health and Pension Funds and the rights of employees thereunder. The 

Trustees shall set forth the rules and provisions governing the administration of the Funds. If the Trustees 

do not agree on rules covering the foregoing, a neutral Trustee shall be added to the Board of Trustees and 

the decision of a maj ority of the Board of Trustees v.1ith respect to the whole or any part of the Health and 

Pension Funds shall be binding upon the parties hereto. 

e. The Trustees of the Hc:alth and Pension Funds may assess penalties for any and all delinquent 

payments in amounts, which they, in discretion, deem, j ustified to offset the added cost of collection. 

6 
CK322

.. . .. .. 

of such default is served upon the Employer via ordinary mail by the Administrator of the Funds, and copies 

are sent to the Union, Pension and/or Health Trustees, and if said default is not paid within five (5) working 

days after said notice of default, then the provisions for arbitration shall be deemed canceled withdrawn and 

waived by the Employer and the Union shall thereupon order and enforce a strike against the Employer in 

default, which shall not be considered a breach of this Agreement. The Employer shall within twenty (20) 

days after each quarter submit to the Administrator of the Funds a statement, under oath, setting forth the 

names and social security numbers of all Employees, both Union and nonunion, who have worked in the 

preceding quarter in all classifications covered by this Agreement and such statement shall set forth the 

contributions made on behalf of such Employees. The Funds' Administrator, on his own motion, or at the 

request of the Union shall have the right to inspect the books and/or records relative to such statement and 

to interview all Employees of the Employer. The Administrator shall forthwith report in writing the results 

of any inspection or interview. 

f. Employer contributions to the Local 807 Labor-Management Health and/or Pension Funds on behalf of 

corporate officers or salaried employees, performing covered employment during a quarterly reporting 

period, shall be for a minimum of five hundred and twenty (520) hours for said quarter, at the prevailing 

rate. 

SECTION 11 

DISTRIBUTION FUND 

The Employer shall participate in the Local 807 Labor-Management Distribution Fund, effective 

October 1, 20 I 4 and to be paid as follows: 

a. For the period October l , 2014 to September 30, 2020 the Employer will contribute the following: 

Effective October l, 20 14 the sum will be $5. 75 per hour. Effective October I, 2015 the sum will be $6.00 

per hour. Effective October l, 2016, the sum will be $6.25 per hour. Effective October 1, 20 I 7, the sum 

will be $6.50 per hour .Effective October 1, 2018, the sum will be $6.75 per hour. Effective October I, 

2019, the sum will be $7 .00 per hour. 

For all overtime hours effective October 1, 201 4, the sum will be $11.50 per hour. Effective October I, 

20 15 the sum will be $12.00. Effective October I, 2016 the sum will be $12.50. Effective October 1.2017 

the sum will be $13 .00 per hour. Effective October 1, 20 18 the sum will be $13 .50. Effective October 1, 

2019 the sum will be $ 14.00. 

Each Employee w ill be paid their pro-rata share of the Labor-Management Distribution Fund at the 

conclusion of the first payroll period in December in each contract year. 

SECTION 12. 

STEWARDS 

The Union shall appoint one Employee for each Employer to act as Shop Steward. The Shop Steward's sole 

duty as such shall be to make certain that the provisions of this Agreement are adhered to by the Employer 

and the Employees. The Shop Steward shall be last man to be laid off before the employer selected foreman, 

and shall not be discriminated against under any c ircumstances. All foremen shall report their daily labor 

call to the shop steward and the steward shall forward a copy of the calls to the union on a daily basis. 

However, this will not result in the creation of a new position for the Employer. 

SECTION 13 

TRAVELING 

A. All Employees sent outside of the Metropolitan District are to be paid for traveling time, meals 

and hotel expenses. 

7 
CK323

Teamst 

LOCAL UNION 807 

32-r ~th Street, Long Island City, NY 11103 

PW (718) 726-2525 • Fax (718) 726-7037 

E-mail: local807@aol.com 

·<:!lD> • 

Amhony s1or1 LU Herrera Angel Curbelo Gladys Nieves Marty Meyers 

Secretary•Treasure1 Vice Presidenl 

To: Health and Pension Funds 

From: Tony Storz 

SUBJECT: EXPO PLUS, l>lC l 055 RESEARCH CEt-:TF.R. 

Date: 

ATLA TA DRIVE 

ALA TA GA 30331 

404 699-06 50 

August 19. 2016 

Profit Sharing Fund 

Trustee Trustee Trustee 

The Emplo)er has agreed that contributions on the Employees' behalf are to be made into the 

Local 807 Profit Sharing Fund in the sum of eight dollars and rwent)-three cents ($8.23) for all 

straight hours effecti, e October 1. 2014 thru September 30, 2020. 

And for all double time hours at the sum of sixteen dollars and fort)·-six cents ($16.46). 

effecti, e October 1. 20 I 4 thru September 30.2020 for all double time oYenime. The Profit Sharing 

shal I be paid for all hours such as ho Iida~ · s. sick days and all other paid days. 

Employers v. ill pro, ide individual written notice to all employees of Teamster Local 1

0. 807 

\\ ithin thirt) (30) days of the month end of all annuity payments made by the Employer in the 

member's name. 

HEALTH AND PENSION 

A}HEALTH 

The Employer shall panicipate in the Local 807 Labor-Management Health Fund. 

Contributions b~ the Employer shall. effective October I , 2014 be paid as follows 

I. \\.here. during an! quarter I) reporting period, an Employee is paid by an Employer for less than sixt)-fi\ e 

(65) days. including regular days. sick days. Saturda)s. Sundays, and holidays (,\ hcther \.I orl..ed or not). the 

Emplo) er shall contribute at the prevailing rate. to the health Fund on behalf of that Emplo) ee for each paid straight 

time and o, ertime hour up to a maximum of five hundred twenty (520) hours. 

2. Where. during an) quarter!) reporting period. an Employee is paid by an Ernrloyer for sixt) -fi,·e ( 65) or. 

more da) . . in luding repilar da, s. sick da)··s: Saturdays. Sunda)S. and holidays (,,hether \\Orked or not). the 

Employer shall contribute. at the pre,ailing rate. to the Health Fund on behalf of said Employee for eight (8) hours 

per da~ for each paid day. 

The rate of contribution to the Health Fund. effecti, e October I. 20 I 4. shall be $7 .94 per hour. Octob_er I. 2015 the 

rate shall be $8.19 per hour. October l. 20 I 6 the rate shall be $8.44 per hour. October I. 201 7 the rate. hall be sh al I 

be $8.69 per hour. October 1. 20 18 the rate shall be $8.94 per hour. October I.2019 the rate shall be · 

$9. 19 per hour. Health contributions are to be deposited in a separate account. not to be used for other than Health 

Fund purpose . 

(B} PE SION 1.vww. TeamstersLoca 1807. net 
more days. including regular days. sick days. Saturday s. Sunda)s. a.nd holidays (whether " orked or nor), the 

Emplo)er shall contribute. at the prevailing rate. to the Pension Fund on behalf of said Employee for eight (8) hours per day for each pay da:, . 

1 he rate of contribution to the Pension Fund for men on the (20) man seniorit) list. effecti, e October I, 20 I 4, shall 

be $9.0 1 5 per hour. Effective October I, 2015 the rate shall be $9.465 per hour. Effecti\"e October I. 20 I 6 the rate 

shall be $9.9 I 5 per hour. Effecti\ e October I. 20 l 7 the rate shall be SI 0.365 per hour. Effecth·e October I. 20 I 8 

the rate shall be $ I 0.815 per hour. Effective October I. 201 9 the rate shall be$ I 1.265 per hour. 

The rate of contribution to the Pension Fund for all other employees, effecti, e October I. 20 I 4 ,, ill be $6.95 per hour. 

Effecti, e October I. 20 15 the rate shall be $7.40 per hour. Effecti \ e October I. 2016 the rate shall be $7.85 per hour. 

Effecti,·e October l. 20 l 7 the rate shall be $8.30 per hour. Effecti, e October I. 20 l 8 the rate shall be S8. 75 per hour. Effec1i,·e October I. 2019 the rate shall he $9.20 per hour. 

If an employee pem1anentl) lea\·es the Higher Rate per hour core for whate, er the reason the senior most employee 

within the per hour core shall immediately mo\ e up into the higher rate per hour core and ha\·e that amount thereafter 

contributed on his/her behalf to the Pension Fu nd. There sha ll be twenty (20) men in the higher rate pension at all times. 

Pension contributions are to be deposited in a separate account. not to be used for other than Pension Fund purposes. 

(C) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The ernplo)er adopts the tenns and c0ndition of the Pension Rehabilitation Plan. 
CK325

SECTIO\I 10. 

HEALTH A:\'D PENSIO.'\' 

(Al HEALTH 

The Employer shall participate in the Local 807 Labor-!\1anagcmcnr Health Fund. 

Con1ributi0ns by the F.mployer shall. effecti,·e October I. ~01 4 be pa id as follows: 

I. \\'here. during any quarterly reporting period. on Emplo}ee is paid by an Employer for less than sixtyfi,·e (65) days. including. regular do) s. sick days, Saturdays. Sundays. and holidays (whether \\·orkcd or not). the 

Employer shall comribute at the prcrniling rate. to the health Fund on behalf of that Employee for each paid 

stra ight time and o,·enime hour up to a maximum of fi, c hundred l'\,·enty (5 20) hours. 

2 \\'here. during any quarter!) rep,>rting perioLI. an Employee 1s pmd by an Employer for six ty-fi,·e (65) or 

more days, including regu lar days. sick day:,,. Saturdays. Sundays. and holidays (whether worked or not). the 

Employer shall contribute. at the pre,·ailing rate. 10 the Health Fund on behalf of said Employee for eight (8) hours per day for each paid da) . 

The rate 0f conlribution to the Health Fund effecti, I.' 

October l. 20 14 the rate shall be $7.94 per hour 

October I. 201 5 the rate sha ll be S8. 19 per hour. 

October l, 20 J 6 the rate shall be $8.44 per hour. 

October I. 201 7 the rate shall be S8.69 rer hour. 

October I. 20 I 8 the rate shall be S8. 94 per hour. 

October 1. 20 19 the rate shall be S9. 19 rer hour. 

Health contributions are tt1 be d-:positcd in a separate account. not to be used for other than Health Fund 

purposes. 

(B) PE:'\S10::-S: 

The Employer shall participate i.n the Local 807 Lah0r-!'.1anagement Per1sion h md. Contributions by the 

Employer shall. effecti,·e October 1. 2014 and to be paid as foll0ws: 

I. Where. during any quar1erly reporting period. an Employee is paid by the Employer rur less than sixtyfi,·e ( 65) day .. including regular days, sick days. Sarurdays. Sunda:- ~. and holidays l 11·hether worked or not). the 

Employer sh~ll contribute. at the pn?,·ailing rate, to the Pension Fund on hehalf ofsaid Fmployee f0r each paid 

srraight titne and ci\ cnimL· hour. up to a maximum llffi\(: hundn:d t\1cnty (.- 20) hours. 

2. \\'here. d'.1ring any quanerl: reporting period. an Fmployec 1s pa 1d b

1 the Employer for sixty-fi, e ( 65 ) 

c,r more days. including regular days. sick days. Sa1urdays. Sunda)s. and holiday:, (whether,, orked or not). the 

Fmployer shall contribute. at the pn::,·ailing rate. tL11he Pension Fund on behalf of said Empl0yee flir eight (8 1 

hours per da) for each pay day. 

6 
CK326

The rate of contribution to the Pension Fund for men on the (20) man seniori~ list. 

Effecttn: October I. 20 14 the rate shall be S9.0 15 per hour. 

Effccti, e October I. 2015 the rate hall be $9.465 per hour. 

Effect in: October 1. 20 16 the rate shall be S9.9! 5 per hour. 

Effccti"e Octo':ler I. 201 7 the rate shall be SI 0.365 per hour. 

Effecti, e October I. 20 I the rate sha II be S l 0. 15 per hour 

F ffccti,·e October I. 20 I 9 the rate shall be SI 1.265 per hour 

The rate of contribution to the Pension Fund for all other employees. 

l:.ffecti,c October 1. ::0 14 the rate shall be S6 95 per hour 

Effect i, e October I. 201 .5 the rate shall be s-.40 per hour 

Effccti,·e O..: t0ber 1. 2016 the rate shall be S7 . 5 pe~ hour 

Effecti\'C October I. 2017 the rate shall be S8.30 per hou1. 

EffectiH:: Oct0ber I. 201 the rate shall be S _- 5 per hour. 

Effecti\'e October I. 2019 the rate shall be 9.20 per hour 

If an employee pcm·1anentl: leaH: the Higher Rate per hour Cl1re for whate, er the rc2son the senior most 

employee within the per hour core shall unmediately mo, e up intC> the higher rate per hour core and ha,·e that 

amount tht:rcafter contributed on hi;-, 11er behalf to the Pension Fund There shall be twcnt) (20) men in the 

higher rate pension at all 11111e· . 

Pen ion contributions arc to be depllstted in a sep,irate account. not to be used for tllher than Pension Fund 

purpose:-,. 

(C) RE HAB PLA:\ 

Pension increases shall be as prcscribc per the pen ·10n rehab plan. 'l he empkiyer adopts the terms and 

conditicm of the Penst0n Rehab, It tat ion Plan. 

(ill TRLST FUNDS: 

a. The Trnstees of the Health and Pen i,~n Fund~ shall be tho~..: persons nm, a ti1c as 1rustce:,. or their 

dul~ designated successors 

h Contn.butwns sha ll he made tL1 the Tru tee. oft he f- unds The rmploycr shall forward his contributions 

to the Fund:, at periodic inter. a ls set by the T ruste..:s 

c The I rusteL·s sha II ha, e the right t,1 accep1 the l 'ni<,n a:, an r-.mploycr and Ill c0, cr the L nion':, 

emplo)ecs for both pen:-.ion and health benefil!> 

d. The I rustccs shall establi h rules. \\ h1ch shall include. among other things. t!-e requirements of 

eligibility. distribu1it1n 0f the Health and Pen~1on Fund and the nghts of employee thereunder. l he Trustee:-, 

shall sct fonh the rules and pro\'i:,ions go, cming the administration llf the Funds. If the Tru tee do not agree 

('ll ru !cs co,ermg the foregoing. a neutral l rustce sha II be added to the Boan.I ofTru tees and the decision of a 

majorit) of the Board ofTru·tce. ,,·ith respect to the whole or any pan of the Health and Pen t0n Funds shall he 

binding upon the pa111es her~t~. 

7 
CK327

e. The Trustee.s of the Health and Pension Funds may assess penalties for any and all delinquent payments 

in amounts, which they, in discretion, deem, justified to offset the added cost of collection. In the event the 

Employer defaults in payment of pension and/or health contributi_ons, or penalties and notice of such default is 

sen·ed upon the Employer via ordinary mail by the Administraror of the Funds, and copies are sent to the Union, 

Pension and1or Health Trustees, and if said default is not paid within five (5) working days after said notice of 

default, then the provisions for arbitration shall be deemed canceled witbdravm and waived by the Employer 

and the Union shall thereupon order and enforce a strike against the Employer in default, v,·hich shall not be 

considered a breach of this Agreement. The Emp loyer shall within twenty (20) days after each quarter submit to 

the Administrator of the Funds a statement, Ltnder oath, setting forth the names and social security numbers of 

all Employees, both Union and nonunion, \vho have worked in the preceding quarter in all classifications 

covered by this Agreement and such statement shall set forth the contributions made on behalf of such 

Employees. The Funds' Administrator, on his own motion, or at the request of the Union shall have the right to 

inspect the books and1or records relati\·e to such statement and to intervie\v all Employees of the Employer. The 

Administrator shall forthwith report in writing the results of any inspection or inten'iew. 

f. Employer contribution s to the Local 807 Labor-Management Health and·or Pension Funds on behalf of 

corporate officers or salaried employees, perfonning co\'ered emplo>1nent during a quarterly reporting period, 

shall be for a minimum of fiye hundred and twenty (520) hours for said quarter. at the prevailing rate. 

SECTION 11 

DISTRIBUTION FUND 

TI1e Employer shall participate in the Local 807 Labor-Management Distribution Fund, effecti\'e 

October 1. 2014 and to be paid as follows: 

a. For the period Oc tober 1, 20 I 4 to September 30, 2020 the Employer will contribute the following: 

Effecti\'e October I, 2014 the sum wi.11 be $5.75 per hour. 

Effective October 1, 20 l 5 the sum will be $6.00 per hour. 

Effecti\·e October I, 2016 the sum will be $6.25 per hour. 

Effective October 1, 2017 the sum will be $6.50 per hour. 

Effective October l , 2018 the sum will be S6. 7 S per hour. 

Effective October I. 20 l 9 the sum will be $7 .00 per hour. 

for all onrtime hours 

Eff ecti\·e October 1, 2014 the sum \\ ill be$ l l . 50 per hour 

Effecti\·e October 1, 2015 the sum will be S 12.00 per hour 

Effective October I, 2016 the sum will be $12.50 per hour 

Effective October I, 2017 the sum will be Sl3.00 per hour. 

Effecti\·e October ·1 , 2018 the sum will be S13.50 per hour 

EffectiYe October 1, 2019 the sum will be $1 4.00 per hour 

Each Employee will be paid their pro-rata share of the Labor-Management Distribution Fund at the conclusion 

of th e first payroll period in December i.n each contract year 

8 
CK328

Teamsters 

' LOCAL UNION 807 

32-43 49th Street. Long Island City, NY 11103 

Phone (718) 726-2525 • Fax (718) 726-7037 

E-mail: local807@aol.com 

To: 

From: 

Subject: 

Date: 

Truck Drivers, Warehousemen, Exposition, Convention and Trade.Show Employees 

Greater New York Vicinity and Metropolitan Area 

John "Buddy" SUI/Ivan 

NntJ'M 

Anthony Storz 

Secretary-Treasurer 

Health and Pension Funds 

Tony Storz 

LuHerrem 

Vice President 

Freeman Expositions, Inc.- Contribution letter 

April 20, 2017 

Profit Sharing Fund 

Raymond Asqulno 

Recording Secretary 

Gladys Nieves 

Trustee 

Marty Meyers 

Trus1ee 

The Employer has agreed that contributions on the Employees' behalf are to be made into the 

Local 807 Profit Sharing Fund in the sum of eight dollars and twenty-three cems {$8.23) for all 

straight hours effective October I, 2014 thru September JO, 2020. 

And for al I double time hours at the sum of sixteen dollars and forry-six cents ($ l 6.46 ), 

effective October I, 2014 thru September 30,2020 for all double time overtime. The Profit Sharing 

shall be paid for all hours such as holiday's, sick days and all other paid days. 

Employers will provide individual written notice to all employees ofTeamster Local No. 807 

within thirty (30) days of the month end of all annuity payments made by the Employer in the 

member's name. 

HEALTH AND PENSION 

A) HEALTH 

The Employer shall participate in the Local 807 Labor-Management Hea lth Fund. 

Contributions by the Employer shall, effective October I, 2014 be paid as follows 

Scott Brady 

Trustee 

I . Where, during any quarterly reporting period, an Employee is paid by an Employer for less than sixty-five 

(65) days, inc luding regular days, sick days, Saturdays, Sundays, and holidays {whether worked or not), the 

Employer shall contribute at the prevailing rate, to the health Fund o n behalf of that Employee for each paid straight 

time and overti me hour up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, includ ing regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) hours 

per day for each pa id day. 

The rate of contribution to the Health Fund, effective October I, 2014, shall be $7.94 per hour. October I, 20 IS the 

rate shall be $8. 19 per hour. October I, 2016 the rate shall be $8.44 per hour. October I, 20 17 the rate shall be shall 

be $8.69 per hour. October I, 2018 the rate shall be $8.94 per hour. October I, 2019 the rate sha ll be 

$9. 19 per hour. Health contributions are ro be 9eposited in a separate account, not to be used for other than Health 

Fund purposes. 

(8) PENSION 

The Employer shall participate in the Local 807 LaW..Y«&m~~ Pension Fund. Contributions by the Employer 
CK329

shall, effective October I, 2014 and to be paid as follows: 

1 . Where, during any quarterly reporting period, an Employee is paid by the Employer for less than sixty-five 

(65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reponing period, an Employee is paid by the Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevai I ing rate, to the Pension Fund on behalf of said Employee for eight (8) hours 

per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority I ist, effective October 1, 2014, shall 

be $9.015 per hour. Effective Oc1ober l, 2015 the rate shal I be $9.465 per hour. Effective October I, 20 I 6 the rate 

shall be $9.915 per hour. Effective October l, 2017 the rate shall be $10.365 per hour. Effective October 1, 2018 

the rate shal I be $ 10.815 per hour. Effective October I, 2019 the rate shall be $ 11.265 per hour. 

The rate of contribution to the Pension Fund for all other employees, effective October I, 2014 will be $6.95 per 

hour. 

Effective October I, 20 I 5 the rate shall be $7.40 per hour. Effective October I , 20 16 the rate shall be $7 .85 per 

hour. 

Effective October 1, 2017 the rate shall be $8.30 per hour. Effective October I, 2018 the rate shall be $8.75 per 

hour. Effective October I, 2019 the rate shall be $9.20 per hour. 

If an employee permanently leaves the Higher Rate per hour core for whatever the reason the senior most employee 

within the per hour core shall immediately move up into the higher rate per hour core and have that amount thereafter 

contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the higher rate pension at all 

times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund purposes. 

(C .) REHAB PLAN 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the terms and condition of 

the Pension Rehabilitation Plan. 
CK330

A. HEALTII 

SECTION 10 

HEALTH AND PENSION 

The Employer shall participate i11 the Local 807 Labor-Management Health Fund. Contributions by 

the Employer shall, effective October 1, 2014 be paid as follows: 

1. Where, during any quarterly reporting period, an Employee is paid by an Employer for less than 

sixty-five (65) days, including regu]ar days, sick days, Saturdays, Sundays, and holidays 

(whether worked or not), the Employer shall contribute at the prevailing rate, to the health Fund 

on behalf of that Employee for each paid straight time and overtime hour up to a maximum of 

five hundred twenty (520) hours. 

2. Where, during any quarterly repo1ting period, an Employee is paid by an Employer for sixtyfive (6_5) or more days, including regular days, sick days, Saturdays, Sundays, and holidays 

(whether worked or not), the Employer shall contribute, at the prevailing rate, to the Health 

Fund on behalf of said Employee for eight (8) hours per day for each paid day. 

The rate of contribution to the Health Fund, effective: 

i. October 1, 2014, the rate shall be $7.94 per hour. 

11. October 1, 2015 the rate shall be $8.19 per hour. 

iii. October 1, 2016 the rate shaJI be $8.44 per hour. 

iv. October I, 2017 the rate shall be shall be $8.69 per hour. 

v. October 1, 2018 the rate shall be $8.94 per hour. 

vi. October 1, 2019 the rate shall be $9.19 per hour. 

3. Health contributions are to be deposited in a separate account, not to be used for other than 

Health Fund purposes. 

B. PENSION 

The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the 

Employer sha11, effective October 1, 2014 and to be paid as follows: 

l. Where, during any quarterly reporting period, an Employee is paid by the Emp]oyer for less 

than sixty-five (65) days, including regular days, sick days, Saturdays, Sundays, and holidays 

(whether worked or not), the Employer shall contribute, at the prevailing rate, to the Pension 

Flmd on behalf of said Employee for each paid straight time and overtime hour, up to a 

maximum of five hundred twenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by the Employer for sixtyfive (65) or more days, including regular days, sick days, Saturdays. Sundays, and holidays 

(whether worked or not), the Employer shall contribute, at the prevaUing rate, to the Pension 

Fund on behalf of said Employee for eight (8) hours per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority list: 

i. Effective October I, 2014, the rate shall be $9.015 per hour. 

ii. Effective October 1, 2015 the rate shall be $9.465 per hour. 

6 
CK331

iii. Effective October 1, 2016 the rate shall be $9.915 per hour. 

iv. Effective October 1, 2017 the rate sha11 be $10.365 per hour. 

v. Effective October 1, 2018 the rate shall be $10.815 per hour. 

vi. Effective October 1, 2019 the rate shall be $ 11.265 per hour. 

The rate of contribution to the Pension Fund for all other employees: 

1. Effective October I, 2014 the rate shall be $6.95 per hour. 

ii. Effective October 1, 2015 the rate shall be $7.40 per hour. 

iii. Effective October 1, 20 I 6 the rate shall be $7 .85 per hour. 

iv. Effective October 1, 2017 the rate shall be $8.30 per hour. 

v. Effe.ctive October 1, 2018 the rate shall be $8.75 per hour. 

vi. Effective October 1, 2019 the rate shall be $9 .20 per hour. 

If an employee permanently leaves the Higher Rate per hour core for whatever the reason the 

senior most employee within the per hour core shall immediately move up into the higher rate 

per hour core and have that amount thereafter contributed on his/her behalf to the Pension Fund. 

There shall be twenty (20) men in the higher rate pension at aU times. 

Pension contributions a.re to be deposited in a separate account, not to be used for other than 

Pension Fund purposes. 

C. REHABPLAN 

Pension increases shall be as prescribed per the pension rehab plan. 1be Employer adopts the tenns and 

condition of the Pension Reha bi I itation Plan. 

D. TRUST FUNDS: 

l. The Trustees of the Health and Pension Funds shall be those persons now active as Trustees, or 

their du]y designated successors. 

2. Contributions shall be made to the Trustees of the Funds. The Employer shall forward his 

contributions to the Funds at periodic intervals set by the Trustees. 

3. The Trustees shall have the 1ight to accept the Union as an Employer and to cover the Union's 

employees for both pension and health benefits. 

4. The Trustees shall establish mles, which shall include, among other things., the requirements of 

eligibility, distribution of the Health and Pension Funds and the rights of employees thereunder. 

The Trustees shalt set forth the mies and provisions goveming the administration of the Funds. 

Iftbe Trustees do not agree on mies covering the foregoing, a neutral Trustee shall be added to 

the Board ofTrustees and the decision of a majority of the Board of Trustees with respect to the 

whole or any part oft11e Health and Pension Funds shall be binding upon the parties hereto. 

5. The Trustees of the Health and Pension Funds may assess penalties for any and all delinquent 

payments in amounts, which they, in discretion, deem, justified to offset the added cost of 

collection. 

In the event the Employer defa\llts in payment of pension and/or health coutlibutions, or 

7 
CK332

penalties and notice of such default is setved upon the Employer via 01·dinaty mail by the 

Administrator of the Funds, and copies are sent to the Union, Pension and/or Health Tmstees, 

and if said default is not paid within five (S) working days after said notice of default, then the 

provisions for arbitration shall be deemed canceled withdrawn and waived by the Employer and 

the Union shalt thereupon order and enforce a strike against the Employer in default, which 

sha11 not be considered a breach of this Agreement. The Employer shall within twenty (20) days 

after each quarter submit to the Administrator of the Funds a statement. under oath, setting forth 

the names and social secmity numbers of all Employees, both Union and nonunion, who have 

worked in the preceding quarter in an classifications covered by this Agreement and such 

statement shal1 set forth the contributions made on behalf of such Employees. The Funds' 

Administrator, on bis own motion, or at the request of the Union shall have the ri.ghtto inspect 

the books and/or records relative to such statement and to interview all Employees of the 

Employer. The Administrator shaU forthwith report in writing the results of any inspection or 

interview. 

6. Employer contributions to the Local 807 Labor-Management Health and/or Pension Funds on 

bellalf of corporate officers or salaried employees, performing covered employment during a 

quarterly repo1ting period, shall be for a minimum of five hlllldred and twenty (S20) hours for 

said quarter, at the prevailing rate. 

SECTION 11 

DISTRIBUTION FUND 

The Employer shaU participate in the Local 807 Labor-Management Distribution Fund, effective October l, 2014 

and to be paid as follows: 

A. For the petiod October 1, 2014 to September 30, 2020 the Employer will contribute the following: 

1. Effective October 1, 2014 the sum will be $5. 7 5 per hour. 

2. Effective October 1, 201S the sum will be $6.00 per hour. 

3. Effective October l, 2016, the sum will be $6.25 per hour. 

4. Effective October I, 2017, tbe sum will be $6.50 per hour. 

5. Effective October 1, 2018, the sum wi11 be $6.7S per hour. 

6. Effective October 1, 2019, the sum will be $7.00 per hour. 

B. For a11 overtime hours: 

1. Effective October I, 2014, the sum will be $11.50 per hour. 

2. Effective October 1, 2015 the sum will be $12.00 per hour. 

3. -Effective October 1, 2016 the sum will be $12.50 per hour. 

4. Effective October 1.2017 the sum wHl be $13.00 per hour. 

5. Effective October 1, 2018 _the sum will be $13 .50 per hour. 

6. Effective October 1, 2019 the sum will be $14.00 per hour. 

C. Each Employee will be paid their pro-rata share of the Labor-Management Distribution Fund at the 

conclusion of the first payroll period in December in each contract year. 

SECTION 12 

8 
CK333

Teamster 32·43 49th Street, Long Island City, NY 11103 

Ph 718) 726-2525 • Fax (718) 726-7037 

LOCAL UNION 807 E-mail: local807@aol.com 

Truck Drivers, Warehousemen, Exposition, Convention and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area 

John "Buddy" Sullivan Anthony S/011 Lu Herrerz Raymond Asquino Angel Curbelo Gladys Nieves Marty Meyers 

President Secretary-Treasurer Vice President Recording Secretary Trustee Trustee Trestee 

&c.'d ah/,< @ 

To: 

From: 

Subject: 

Date: 

Health and Pension Funds 

Tony Storz 

GES 

6800 Santa Fe Drive Hodgkins. II 60525 - Contribution letter 

March 9.20 15 

The above employer has signed an agreement effective from October 1,2014 

to September 30,2020. 

Profit Sharing Fund 

The Employer has agreed that contributions on the Employees' behalf are to be made into the 

Local 807 Profit Sharing Fund in the sum of eight dollars and twenty-three C/!ntS ($8.23) for all 

straight hours effective October I, 2014 thru September 30, 2020. ' 

And for all double time hours at the sum of sixteen dollars and forty-six cents ($16.46), 

effective October I, 2014 thru September 30,2020 for all double time overtime. The Profit Sharing 

shall be paid for all hours such as holiday's, sick days and all other paid days. 

Employers will provide individual v.'ritten notice to all employees of Teamster Local No. 807 

within thirty (30) days of the month end of all annuity payments made by the Employer in the 

member's name. 

HEALTH AA1D PENSION 

A) HEALTH 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, efTective Occober I, 2014 be paid as fol lo,,·s 

I. Where, during any quarterly reporting period, an Employee is paid by an Employer for less than sixty-five 

(65) days, including regular days, sick da, s, Saturdays, Sundays, and holidays (whether worked or not). the 

Employer shall contribute at the prevailing rate, to the health Fund on behalf of that Employee for each paid straight 

time and overtime hour up to a maximum of five hundred rwenty (520) hours. 

2. Where, during any quarterly reporting period, an Employee is paid by an Employer for sixty-five (65) or 

more days, including regu lar days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contr1bute, at the prevailing rate, to the Health Fund on behalf of said Employee for eight (8) hours 

per day for each paid day. 

The rate of contribution to the Health Fund, effective October I, 2014, shall be $7.94 per hour. October I, 20 I 5 the 

rate shal I be $8.19 per hour. October I, 20 I 6 the r~ne shall be $8.44 per hour. October I, 20 I 7 cf,~ rate shall be shall 

be $8.69 per hour. October I, 20 18 the rate shall be $8.94 per hour. October I. 2019 the rate shal I be 

S9. l 9 per hour. Health contributions are to be deposited in a separate account, not to be used for other than Health 

Fund purposes. www.Teamsterslocal807.com.org.net 
CK334

(8) PENSION 

The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the Employer 

shall, effective October I, 2014 and to be paid as follows: 

I. Where, during any quarterly reporting period, an Employee is paid by the Employer for less than sixty-five 

(65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for each paid 

straight time and overtime hour, up to a maximum of fi ve hundred twenty (520) hours. 

2. Where , during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) or 

more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate, to the Pension Fund on behalf of said Employee for eight (8) hours 

per day for each pay day. 

The rate of contribution to the Pension Fund for men on the (20) man seniority list, effective October I. 20 14, shall 

be S9 .0 I 5 per hour. Effective October I, 2015 the rate shall be S9.465 per hour. Effective October I, 2016 the rate 

shall be $9.915 per hour. Effective October 1, 20 17 the rate shall be $ 10.365 per hour. Effective October I. 2018 

the rate shall be SI 0.815 per hour. EfTective October 1, 2019 the rate shall be $ 11.265 per hour. 

The rate of contribution to the Pension Fund for all other employees, effective October I. 2014 wil I be $6. 95 per 

hour. 

Effective October I. 2015 the rate shall be $7 .40 per hour. Effective October I, 2016 the rate shall be $7 .85 per 

hour. 

Effective October I. 2017 the rate shall be $8.30 per hour. Effective October I, 20 18 the rate shall be $8. 75 per 

hour. Effective October 1, 2019 the rate shall be $9.20 per hour. 

If an employee pennanently leaves the Higher Rate per hour core for whatever the reason the senior most employee 

within the per hour core shall immediately move up into the higher rate per hour core and have that amount thereafter 

contributed on his/her behalf to the Pension Fund. There shall be twenty (20) men in the higher rate pension at all 

times. 

Pension contributions are to be deposited in a separate account, not to be used for other than Pension Fund purposes. 

(C ) REHAB PLAJ\ 

Pension increases shall be as prescribe per the pension rehab plan. The employer adopts the tenns and condition of 

the Pension Rehabilitation Plan. 
CK335

PRIOR BENEFITS - MAU'\TENANCE OF STANDARDS 

If wages or any other term or 1-'.undition of employment, in any classificatioi,, 1s better, higher or superior to 

those provided in this Agreement, then such wages, terrns and conditions shall continue in full force and 

effect and shall not be modified because of the terms and conditions of this Agreement. 

SECTION 9. 

SENIORITY CLAUSE 

A. Union and Employer recognize the principle of seniority and agree that same shall be applicable on a 

job classification basis including. but withoul limiting the generality thereof, to the follo\\'ing: pr0motion, 

holidays. scheduling of ,·acations, etc. 

R Senior Employees shall ha,·c preferen<:c to \\'Ork at the joh for \\'hich the pay is highest. pro\'ldcd such 

Employee i qualified for such work. 

C. Any Employee working thirty (30) days in one hundred ( 100) shall be placed on the seniurity list as of 

his first day of hire. No Employee may be on more than one ( 1) seniority list at any one ( I) ti:ne. The seniority 

list is frozen al twenty (20) men for this contract. 

D. T he Foreman. selected by the employer shall be the first man assigned on each job. 

E. Each employer has the right to name the fost three (3 ) men (from the 20-man seniority list) for each 

e,·ent from each day·s total Teamster call. 

f . If the union is involved in a picket line at a show site, the most senior man on the picket lme shall be put to 

work on that show for the day, for the Employer being picketed. Any days worked after the first day, the 

foreman shall follow the seniority list. 

SECTION 10. 

HEAL TH Al'iD PENSIOl'i 

Al lIEALTII 

The Employer shall participate in the Local 807 Labor-Management Health Fund. 

Contributions by the Employer shall, effective October I, 20 I 4 be paid as follows: 

I. Where, during any quarterly reporting period, an Employee is paid by an Employer for less than sixtyfi"e ( 65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or noli, the 

Employer shall contribute at the pre\'ailing rate, to the health Fund on behalf of that Employee for each paid 

straight time and o,·crtime hour up to a maximum of fin hundred twenty (520) hours. 

2. Where. during any quarH:rly reporting period, an Employee is paid by an Employer for sixty-fi\"c (65) or 

more days. in cluding regu lar dars, sick days, Saturdays, Sundays, and holidays (\\'hether worked or not), the 

Employer shall contribute, at the pre,·ailing rate, to the Health Fund on behalf of said Employee fL1r eight (8) 

hours per day for each paid day. 

The rate of contribution to the Health Fund, effective October I, 20 14, shall be S7.94 per hour. October 1.20 15 

the rate shall be S .19 per hour. October 1, 2016 the rate shall be $8.44 per hour. October I, 201 7 the rate shall 

be sh al I be $8 69 per hour. October I. 20 I 8 the rate hall be S .94 per hour. October I. 2019 the rate shall be 

S9. 19 per hour. Health contributions are to be deposited in a separate account. not to be used fur other than 

I lcalth Fund purposes. 

(BI PE1'S10~ 

.The Employer shall participate in the Local 807 Labor-Management Pension Fund. Contributions by the 

Employer shall, effecti\·e October I, 20 I 4 and to be paid as follows: 
CK336

... . -·o -••J -i··-· ·-· '} , ~,JV• ,u,5 !-''-' ,vu, <I ll LllljJJU)'t:t: 1:, μaiu oy me t:mp1oyer tor less than SIXtyfo-e ( 65) days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, prevailing rate, to the Pension Fund on b · of said Employee for each paid 

straight time and overtime hour, up to a maximum of five hundred twenty ~.,20) hours. 

2. \".'here, during any quarterly reporting period, an Employee is paid by the Employer for sixty-five (65) 

or more days, including regular days, sick days, Saturdays, Sundays, and holidays (whether worked or not), the 

Employer shall contribute, at the prevailing rate. to the Pension Fund on behalf of said Employee for eight (8) 

hours per day for each pay day. 

The rate of contribution to the Pension Fund for men on the {20) man seniority list, effeciiYe October I, 2014, 

shall be S9.0 I 5 per hour. Effective October I, 20 15 the rate shall be $9 .465 per hour. Effecti\·e Oc1ober I, 20 I 6 

the rate shall be $9.9 15 per hour. Effective October I. 20 I 7 the rate shall be SI 0.365 per hour. Effective 

October I. 2018 the rate shall be SI 0.8 15 per hour. Effective October I, 2019 the rate shall be S I 1.265 per 

hour. 

The rate of contribution 10 the Pension Fund for all othe: employees. effecti\·e October 1. 2014 will be S6.95 per 

hour. 

Effect 1 ,·e October i. 20 I 5 the rate shall he S 7 .40 per hour. Effective October I , 2016 the rate shall be S7 .85 per 

hour. 

Effective October I. 20 17 the rate shall be S8.30 per hour. Effective October I. 2018 the rate shall be S8 75 per 

hour. Effective Ociobcr I, 20 19 the rate shall be S9 .20 per hour. 

If an employee permanently leaves tl1e Higher Rate per hour core for whatever the reason the senior most 

employee within the per hour core shall immediately move up into the higher rate per hour core and ha\·e that 

amount thereafter contributed on his•11er behalf to the Pension Fund. There shall be twenty (20) men in the 

higher rate pension at all times. 

Pension con tributions are to be deposited in a separate account. not to be used for other than Pension Fund 

purposes. 

(C ) RE!IAR PLA!\ 

Pension increases s\al l be as prescribe per the pension rehab plan. The employer adopts the tenns and 

condition of the Pension Rehabilitation Plan. 

TRUST FUI\DS: 

a. The Trustees of the l lealth and Pension Funds s:1all be those persons now acti\'C al'. Trnstees, or their 

du ly designated s\1ccessors. 

b Contribut1or.s sha ll be made to the Trus,ces 0f the Funds. The 1:mployer shall forward hi~ 

Cllntnbutions to the Funds at periodic intervals set by the Trustees. 

c The Trustees shall h~,·e the right to accept the Union as an Employer and 10 C0\'Cr the Union's 

employees for both pension and health benefits. 

d. The Trustees shall establish rules, which shall include, among other things, the requirements of 

eligibility, distribution of the Health and Pension Funds a::id the rights of employees thereunder. ·Ille Trustees 

shall set fonh the ruks and provisions go\·eming the adm:nistration of the Funds. If the Trustees do no1 agree 

on ru les covering the foregoing, a neutral Trustee shall be added to the Board of Trustees and the decision of a 

majority of the Board of Trustees with respect to the whole or any pan of the Health and Pension Funds shall be 

binding upon the parties hereto. 

e. The Trustees of the Health and Pension Funds may assess penalties for any and all delinquent payments 

in amounts, which they. in discretion, deem, justified to offset the added cost of collection. 

6 
CK337

J~~ .. "~'"'"' • ., ->'-•, cu upvu u,c: c111μ1uycr via ormnary ma11 by the Adm1111strator or the Funds, and co;,ics are 

sent to the Union, Pension a tor Health Trustees, and if said default is no aid within five (5) working days 

after said notice of default, t he provisions for arbitration shall be dee anceled witr.drawn and waived 

by the Employer and the Un10n shall thereupon order and enforce a strike against the Employer in default, 

which shall not be considered a breach of this Agreement. The Employer shall within twenty (20) days after 

each quarter submit to the Administrator of the Funds a statement, under oath, setting forth the names and social 

security numbers of all Employees, both Union and nonunion, who have worked in the preceding quarter in all 

classifications covered by this Agreement and such statement shall set forth the contributions made on behalf of 

such Employees. The Funds' Administrator, on his own motion, or at the request of the Union shall have the 

right to inspect the books and/or records relative to such statement and to interview all Employees of the 

Employer. The Administrator shall forthwith report in writing the results10hny inspection or interview. 

f. Employer contributions to the Local 807 Labor-Management Health and'or Pension Funds on behalf of 

corporate oflicers or salaried employees, performing covered employment during a quarterly reporting period. 

shall be for a minimum of five hundred and twenty (520) hours for said quarter, at the prevailing rate. 

SECTION I 1 

DISTRIBuTION FUND 

The Employer shall participate in the Local 807 Labor-Management Distribution Fund. effective 

October 1. 2014 a;-id to be paid as follows: 

a. For the period October l , 2014 to September 30. 2020 the Employ·cr will contribute the following: 

Effecti\"C October I . 2014 the sum will be S5.7 5 per hour. Effective October 1. 20 15 the sum will be S6.00 per 

hour. Effecti,·e October I , 2016, the sum will be $6.25 per hour. Effective October I, 2017, the sum will be 

$6.50 per hour .Effective October I, 2018, the sum will be $6. 75 per hour. Effective October I, 20 19, the sum 

will be $7 .00 per hour. 

For all over1irne hours effective October I. 2014, the sum will be $11 .50 per hour. Effective October I, 20 15 

the sum will be S 12.00. Effective October I, 2016 the sum will be S 12 .50. Effective October 1.2017 the sum 

will be S 13.00 per hour. Effective October 1, 2018 the sum will be $13. 50. Effective October I, 20 19 the sum 

will be S 14.00. 

Each Employee will be paid their pro-rata share of the Labor-Management Distribution Fund at the conclusion 

of the first payroll period in December in each contract year. 

SECTIO:'i 12. 

STEWARDS 

The Union shall appoint one Employee for each Employer to act as Shop StC\\·ard. 1 he Shop Steward's sole 

duty as such shall be to make certain that the provisions of this Agreement are adhered to by tne Employer and 

the Employees. The Shop Steward shall be last man to be laid off before the employer selec:ed foreman. and 

shall not be discriminated against under any circumstances. All foremen shall report their daily labor call to the 

shop steward and the steward shall forward a copy of the calls to the union on a daily basis. l--lo\\"e\·er, this will 

not result in the creation of a·new position for the Employer. 

SECTION 13 

TRt\VEU~G 

A. All Employees sent outside of the Metropolitan District are to be paid for tr~veling

0

1ime. meals and 

hotel expenses. • 

B. A II Employees sent beyond a radius of sixty-five (65) mites from garage. not including Long Island, 

7 
CK338

/ · I 

t , t 

Teamsters J 32-43 tree!. Long Island City, NY 11103 

~ ' LOCAL UNION 807 

Phone (7 18) 726-2525 • Fax (718) 726-7037 

E-mail: local807@aol.ccm 

Truck Dri\'ers, Warehousemen, Exposition, Convertion and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area •~r . 

John "Buddy" Sullivan Anthony Storz Lu Herrera Raymond Asqulno Angel Curbelo Gladys Nieves Marty Meyers 

Pres dent Secretar1,-Treas"rer Vice Pre;1dent Recordrng Secrata"f Tru;tee Trustee Trustee 

u 

MEMORANDUM 

To: Health and Pension Funds 

From: Lu Herrera 

Subject: Gentlemen's Sheet Metal 

Date: January 13, 2016 

The above employer has signed an agreement effective from December 1, 2015 

to November 30,2020. 

PENSION FUND: 

I. 

I ,l 

The Company adopts the terms and conditions of the Pension Fund's 

Rehabilitation Plan including the 45 cent per hour Increase per year effective 

December 1st of each Contract Year. 

12/1/15 

4.84 

12•1 • .... 1'1':6 ...... , _ .....,.1""'!112'='"-•1.,_•-,#-17.,.._---,e1-4t2J~'1H,11~a.__---.11t4'l2t+-/1H11 g5.29 5.74 6.19 6.64 

HEAL TH FUND: 

12/1/15 

8.19 

12/1 /1~6-__,1 ..... 2 ..... /1...,/.17--12l1_ ..... L1 ..... 8.____.. 1-2f ..... 1.._. /1~9- 8.44 8.69 8.94 9.19 

SECTION 32 CONTRIBUTION LIMITATIONS 

' (a) All of the Health and Pension Fund contributions as set forth in 

Paragraph 

32, addng additional contributions shall be made for all hours worked with a 

maximum of eight (8) hours per day and forty (40) hours in the Monaay through 

Sunday week. 

(b) No contributions shall be due for any of the following: 

• www.Teamstersl ocal807.com.org.net 

-I . 
CK339

' 

1. Unused sick days for which the employee receives pay pursuant 

to Section 12 above; 

2. Vacation pay received by an employee who has worked through 

his vacation and received 40 hours regular pay in the same week. Nothing 

contained in this subsection shall alter the provisions of Section 11 (b)(viii); 

3. Jury duty pay. 

SECTION 33 HEAL TH AND PENSION-MISCELLANEOUS RULES 

(a) The Trustees of the Health and Pension Funds shall establish rules 

which shall include, among other things, the requi_rements for eligibility, 

distribution of Health and/or Pension Fund assets and the rights to beneficiaries 

thereunder. The Trustees of said Funds shall also set forth the rules and 

regulations governing the administration of the Health and Pension Funds, 

(b) The Trustees of the Health and Pension Funds may assess 

penalties for any and all delinquent payments in amounts which they, in their 

discretion, deem justified to offset the added cost of collection. 

(c) In the event any Employer defaults in the payment of Health or Pension 

Fund contributions or penalties and notice of such default is forwarded to said 

Employer via ordinary mail by the Administrator of the Funds and, if said default is 

not paid within ten ( 10) working days after said notice of default was mailed, then 

the provisions for arbitration under this agreement shall be deemed cancelled, 

withdrawn and waived by said Employer and the Union shall thereupon order and 

enforce a strike against said Employer in default which shall not be considered a 

breach of the agreement. 

(d) Each Employer shall within twenty (20) days following the last day of 

the preceding month submit to the Administrator of the Health and Pension Fund a 

statement, under oath, setting forth the names and social security number of all 

employees, both Union and non-Union, who have worked during the preceding month 

in any classification covered by the terms of this agreement and such statement 

shall set forth the 

contributions made on behalf of such employees. The Health and Pension Funds 

Administr~tor, on his own motion, shall have the right to inspect the books and/or records 

relative to such statement and to interview all covered employees of the Employers. The 

administrator shall forthwith report, in writing, the results of any inspection or interview 

to the Employer and the Trustees. SECTION 34 

• 
CK340

• "" . 

(a) THE UNlON SHALL SERVE A COPY OF ITS REQUEST FOR 

ARBITRATION UPON THE EMPLOYER AND ITS COUNSEL, IF KNO\VN, 

WITHIN SEVEN (7) DAYS OF THE UNION'S RECEIPT OF THE COMPANY'S 

NOTICE OF DISCIPLINARY ACTION. 

SECTION 28 JURY DUTY PAY 

Each employee shall receive $60 per day for each day served on jury duty with a 

maximum of ten ( I 0) days benefit during the life of this contract. 

To receive this benefit the employee must: 

(a) Notify the Employer at least one (I) week in advance that he or she is 

subject to call for jury duty. 

(b) Notify the Employer on each morning be or she actually serves on jury 

duty and, 

( c) Provide actual proof of service on a jury. 

SECTION 29 SEVERANCE PAY 

ln the event an employer ceases operating or moves its operations more than fifty 

(50) miles from its previous location and an employee is not given the opportunity to 

follow the job, the Employer shall pay one (1) day's ,vages for each full year of service. 

SECTION 30 MAINTENANCE OF STANDARDS 

The Employer agrees that all conditions of employment relating to \vages, hours 

of work, overtime differentials and general working conditions which are better, higher or 

more favorable to the employer's employees than those provided for by or under the 

Agreement shall be maintained and the Employer agrees that its employees shall continue 

to enjoy these better, higher and more favorable practices, standards and/or benefits. 

SECTION 31 PENSION AND HEALTH FUND CONTRIBUTION RATES 

During the term of this Agreement, the Employer shall contribute to the Local 807 

Labor-Management Pension Fund ("Pension Fund") and the Local 807 LaborManagement Health Fund ("Health Fund") on behalf of its covered employees. The 

benefits of those plans shall be those prescribed by the Trustees of the respective Fund. 

(a) The Employer shall contribute to the respective benefit funds according to 

the following schedules: 

15 
CK341

• 

PENSION FUND: 

' The Company adopts the term's and conditions of the Pension Fund's 

Reha bi Ii tat ion Plan including the 4 5 cent per hour increase per year effective December 

l st of each Contract Year. 

12/ 1 / l 5 l 2/1/16 12/1/17 12/ 1/l 8 12/1 /19 4.84 5.29 5.74 6.19 6.64 

HEALTH FUND: 

12/1/15 12/1/16 l 2/J / 17 12/1/18 12/1/19 8. 19 8.44 8.69 8.94 9. 19 

SECTION 32 CONTRJBUTION LIMITATIONS 

(a) All of the Health and Pension Fund contributions as set forth in Paragraph 

32, including additional contributions shall be made for all hours worked \\·ith a 

maximum of eight (8) hours per day and forty (40) hours in the Monday through Sunday week. 

(b) No contributions shall be due for any of the fol!ov,'ing; 

1. Unused sick days for which the employee receives pay pursuant to Section 12 above; 

2. Vacation pay received by an employee who has ,-vorked through 

his vacation and received 40 hours regular pay in the same week. Nothing contained in 

this subsection shall alter the provisions of Section 11 (b )(viii); 

3. Jury duty pay. 

SECTION 33 HEALTH AND PENSION-MISCELLANEOUS RULES 

(a) The Trustees of the Health and Pension Funds shall establish rules which 

shall include, among other things, the requirements for eligibility, .distribution of Health 

and/or Pension Fund assets and the rights to benefi ci-aries thereunder. The Trustees of 

said Funds shall also set forth the rules and regulatiqns governing the administration of 

the Health and Pension Funds. 

(b) The Trustees of the Health and Pension Funds may assess penalties for 

any and all delinquent payments in amounts which,they, in their discretion, deem 

justified to offset the added cost of collection . 

• 

·- 16 

• 
CK342

(c) In the event any Employer defaults in the payment of Health or Pension 

Fund contributions or penalties and notice of such default is forwarded to said Employer 

via ordinary mai I by the Administrator of the Funds and, if said default is not paid within 

ten ( I 0) working days after said notice of default was mailed, then the provisions for 

arbitration under this agreement shall be deemed cancelled, withdrawn and waived by 

said Employer and the Union shall thereupon order and enforce a strike against said 

Employer in default which shall not be considered a breach of the agreement 

(d) Each Employer shall within twenty (20) days following the last day of the 

preceding month submit to the Administrator of the Health and Pension Fund a statement, 

under oath, setting forth the names and social security number of aJI employees, both 

Union and non-Union, who have worked during the preceding month in any classification 

covered by the tenns of this agreement and such statement shall set forth the 

contributions made on behalf of such employees. The Health and Pension Funds 

Administrator, on his own motion, shall have the right to inspect the books and/or records 

relative to such statement and to interview all covered employees of the Employers. The 

administrator shall forthwith report, in wiiting, the results of any inspection or interview 

to the Employer and the Trustees. 

SECTION 34 NON DISCRIMINATION 

All employees covered by this agreement shall be treated equally and without 

discrimination as to race, creed, color, national origin, sex, age, handicap, marital status. 

sexual orientation or affectional preference in all employment decisions, including, but 

not limited to hiring, compensation, training, promotion, demotion, transfer, layoff and 

tennination, and all other terms and conditions of employment. 

SECTION 35 UNION DISCLAIMER 

The Union agrees that it will neither sanction nor support any wildcat strike, slowdo\.\11 or curtailment in the operation of the Employer. The Employer agrees that it ,,~ll 

not during the term of the Agreement engage in a lockout. 

SECTION 36 SEVERABILITY 

In the event any court shall hold any portion of this agreement to be in violation of either 

federal or state law, then the clause shall be deemed struck from this agreement and the 

balance of the agreement shall remain in full force and effect. 

SECTION 37 CDL LICENSES 

Any employee hired after December I, 2005 shall be required, as a condition of 

employment, to obtain a Commercial Drivers License within l 20 days of employment. 

17 
CK343

I 

\ 

I 

I 

Teamsters 

LOCAL UNION 807 

32-43 49th Street. Long Island City, NY 11103 

Phone (718) 726-2525 • Fax (718) 726-7037 

E-mail: local807@aol.com 

Truck Drivers, Warehousemen, Exposition, Convention and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area ·~· 

John "Buddy" Sullivan Anthony Stoa 

President Secretary-Treasurer 

Lu Herrera Raymond Asquino Gladys Nieves Marty Meyers Scott Brady 

Vice President Recording Secretary Trustee Trustee Trustee 

te~·ct 10)30/17 

MEMORANDUM 

To: 

From: 

Subject 

Date: 

Health Welfare and Pension Fund 

Tony Storz-Sec.Treas. 

India Warehouse INC. 

October 30, 2017 

The above employer has signed a Collective Bargaining Agreement effective for the 

period April 1, 2017 to March 31, 2022. 

The employer will make the following contributions increases to the Funds: 

I-Health Fund 

The Company will pay a $0.25per hour/annum increase from the current rate of $8. t 9 

to the Local807 Labor-Management Health Fund on August I, 20 17 and each year 

thereafter, according to the following schedule: 

8/1/ l 7 

$8.44 

2-Pension Fund 

8/1/18 

$8.69 

8/ 1/19 

$8.94 

8/ I /20 

$9.19 

8/ 1/2 1 

$9.44 

@ 

EffectiveApril l, 2017, the Employer shall adopt the Local 807 Labor-Management 

Pension Fund's Rehabilitation Plan current contribution schedule and shall be 

subject to its terms as adopted by the Trustees of the Fund. The Employer currently 

pays the amount of $9.39 per hour for contributions to the Pension Fund. The first 

hourly contribution increase will take effect on August I, 2017, and will be according to 

the following schedule: 

8/1/17 

$9.84 

8/ 1/18 

$10.29 

8/1/19 

$10.74 

8/1 /20 

SI 1.19 

8/ 1/21 

$11.64 

Contributions to the Health and Pension Funds shall be made on all hours paid, with a maximum 

of eight- (8) hours per day, not to exceed ( 40) hours per week. 

www.ibt807.com 
CK344

ARTICLE 19, HEALTH AND PENSION 

1. The Employer shall participate in the Local 807 Labor-Management Health and Pension 

Funds ("Funds"). To provide the benefits prescribed by the Trustees of the Funds, the 

Employer shall periodically contribute to the Funds a~ the rates set forth herein. 

Effective April 1, 2017, the Employer shall adopt the Local 807 Labor-Management Pension 

Fund's Rehabilitation Plan current contribution schedule and shall be subject to its terms as 

adopted by the Trustees of the Fund. The Employer currently pays the amount of $9.39 per hour 

for contributions to the Pension Fund. The first hourly contribution increase will take effect on 

August 1, 2017, and will be according to the following schedule: 

8/1/17 

$9.84 

8/1/18 

$10.29 

8/1/19 

$10.74 

8/1/20 

$11.19 

8/1/21 

$11.64 

2. Contributions to the Health and Pension Funds shall be made on all hours paid, with a 

maximum of eight (8) hour's per day, not to exceed (40) hours per week. The Company wilt pay a 

$.25 per hour/annum increase from the current rate of$8.19 to the Local 807 Labor-Management 

Health Fund on August 1, 2017 and ead: year thereafter, according to the follovving schedule: 

8/1/17 

$8.44 

8/1/18 

$8.69 

8/1/19 

$8.94 

8/1/20 

$9.19 

8/1/21 

$9.44 

3. In the event of a delinquency in payment, the Employer agrees to abide by all rules and 

regulations established by the Trustees of such Funds. In the event of disputes or questions of 

interpretation concerning the requirements to make contributions or portions thereof, the 

Employer shall not be deemed delinquent while the matter is being considered pursuant to the 

grievance and arbitration procedure. If a delinquency in the payment is found to exist, the 

Employer shall pay the amount due, including interest, retroactive to the date of the delinquency. 

4. The Employer hereby agrees to permit an authorized representative of the Funds to 

inspect its payroll records for the purpose of checking the accuracy of the contributions required 

to be made by the Employer to the Funds. If the Employer fails to make the contributions 

provided for herein within the time required by the Funds' trusts agreement and the rules and 

regulations of each of the Funds, then the Trustees may cancel out the benefits coverage for such 

bargaining unit employee on whose account the Employer has failed to contribute. 

5. The Employer must use the remittance forms required by the Trustees of each Fund and 

comply with said instructions of the Trustees in filling out such forms. 

6. The Trustees of the Funds shall be those persons now active as Trustees, or their duly 

designated successors. 

7. Remittance reports and contributions shall be forwarded to the Funds at periodic intervals 

set by the Trustees, but in no event more frequently than monthly. 

4824-7634-6193 v.1 
CK345

8. The Trustees shall have the right to accept the Union as an Employer and to cover the Union's 

employees for both Health and Pension. 

9. The Employer hereby adopts the provisions of the Funds' Trust Agreements. 

10. The Trustees of the Funds may assess liquidated damages for any and all delinquent 

payments in amounts, which they, in their discretion, deem justified to offset the added cost of 

collection. 

ARTICLE 20, VACATIONS 

1. All Employees covered by this Agreement shall be allowed vacation, which is to be 

determined in accordance with the following schedule: 

One year 

Three years 

Eighteen years + 

2 weeks 

3 weeks 

4 weeks 

The following three individuals during their employ with the Employer, shall be allowed five weeks 

vacation per year in exchange for continuing to forego any and all wage increases provided in 

Article 36 of the 2012-2017 Contract: 

.Eerna.i:.'100 Alva1 ez fl .:-,1>2 n, h 

Raymond Diaz ~ 

Gerson Damiani 

Employees who do not work a full week (Shape) shall follow the following schedule. Employees 

employed Jess than three years not to exceed 2 weeks. 

30 days 1 day 

60 days 2 days 

90 days 3 days 

120 days 4 days 

125 days 5 days 

135 days 6 days 

145 days 7 days 

155ys 8 days 

165 days 

175 days 

187 days 

199 days 

211 days 

223 days 

235 days 

9 days 

10 days 

11 days 

12 days 

13 days 

14 days 

15 days 

2. The pay for the vacations shall be paid in advance of the vacation and shall be based on 

straight time rates. Mandatory and other authorized deductions such as federal withholding tax, 

social security, etc., will be made from all vacation allowances. The vacation year shall be from 

January 1 through December 31 of each contract year. AIi employees hired after June 30 of the 

contract year will follow schedule above. 

3. The allowed vacation shall be given an employee provided that the employee worked for 

the Employer for at least one, (1) month during the prior contract year. In determining 

vacations, all hours paid for, including those allowed for vacation, shall be included. ln·additfon, 

work hours lost through compensation claims are to be considered hours worked provided the 

employee has worked at least thirty, (30) days in that contract year. 

4824-7634-6193 v.l 
CK346

Collective Bargaining Agreement 

between 

TEAMSTERS LOCAL UNION NO. 807 

32-43 49TH Street 

Long Island City, NY 11103 

And 

I.JANVEY& SONS, INC. 

218 Front Street 

Hempstead, New York 11550 

October 1st , 2018 thru September 30th ,2021 
CK347

contribution for the Health and Pension Fund will then (after the sixty (60) working day period) 

be retroactive to the first day of hire. 

ARTICLE 19 - HEAL TH AND PENSION FUND 

The Employer shall participate in the Local 807 Labor-Management Health and Pension 

Fund ("Funds"). To provide the benefits prescribed by the Trustees of the Funds, the Employer 

shall periodically contribute to the Funds at the rates set forth herein. 

Contributions to the Health and Pension Fund shall be made on all hours paid, with a 

maximum of eight (8) hours per day. All contributions shall not exceed forty ( 40) hours per week. 

A. Health Fund Increases: Current contribution to the Health Fund is $8.99 

Effective April 1, 2019 Health Fund shall be $9.24 

Effective April 1, 2020 Health Fund shall be $9.49 

Effective April 1, 2021 Health Fund shall be $9.74 

B. Pension Fund Increases: Current contribution to the Pension Fund is $10.765 as 

per the Pension Rehabilitation Plan. 

Effective April 1, 2019 Pension Fund shall be $11.155 

Effective April 1, 2020 Pension Fund shall be $11.545 

Effective April 1, 2021 Pension Fund shall be $11 . 935 

The Employer adopts the terms and conditions of the Pension Fund's Rehabilitation Plan 

along with future amendments. The Company agrees to pay the annual contribution increases 

required by the Rehabilitation Plan as amended as if said contribution schedule was set forth in 

this Agreement. 

ARTICLE 20 - BULLETIN BOARD 

The Employer agrees to furnish a bulletin board in a conspicuous place for the exclusive 

use of the Union. No material derogatory to the Employer may be posted. 

ARTICLE 21-PLANT VISITATION 

Properly accredited representatives of the Union shall have access during working hours 

to the premises of the Employer, provided such access does not interfere with the normal flow of 

the business, and the Union representatives report their presence to the Employer before entering 

the shop area. 

ARTICLE 22 - MANAGEMENT OF BUSINESS 

Subject only to the express provisions contained in this Agreement, the Company shall 

continue to have the sole right to direct is working force, to manage and operate its business and 

7 
CK348

Team rs 

LOCAL UNION 807 

32-43 49th Street, Long Island Gity, NY 111 

Phone (7 18) 726-2525 • Fax (718) 726-70 

E-mail: local807@aol.c; 

Truck Drivers, Warehousemen, Exposition, Convention and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area 

John "Buddy" Sullivan Anthony Storz Lu Herrera Raymond Asquino Angel Curbelo Gladys Nieves Marty Mey. 

President Secretary· Treasurer Vice President Recording Secreiary Trustee Trustee Trustee 

MEMORANDUM 

To: Health and Pension Funds 

From: John Sullivan 

Subject: JDP Mechanical 

Date: December 17, 2015 

The above employer has signed an agreement effective from December 1, 2015 

to November 30,2020. 

(a) 

PENSION FUND: 

12/1/15 

4.84 

(b) No contributions shall be due for any of the following: 

• 

www.TeamstersLocal807.com.org.net 
CK349

1. Un sick days for which the e loyee receives pay pursuant 

to Section 12 above; 

2. Vacation pay received by an employee who has worked through 

his vacation and received 40 hours regular pay in the same week. Nothing 

contained In this subsection shall alter the provisions of Section 11 (b)(viii); 

3. Jury duty pay. 

SECTION 33 HEAL TH AND PENSION-MISCELLANEOUS RULES 

(a) The Trustees of the Health and Pension Funds shall establish rules 

which shall include, among other things, the requirements for eligibility, 

distribution of Health and/or Pension Fund assets and the rights to beneficiaries 

thereunder. The Trustees of said Funds shall also set forth the rules and 

regulations governing the administration of the Health and Pension Funds. 

(b) The Trustees of the Health and Pension Funds may assess 

penalties for any and all delinquent payments in amounts which they, in their 

discretion, deem justified to offset the added cost of collection. 

(c) In the event any Employer defaults in the payment of Health or Pension 

,, Fund contributions or penalties and notice of such default is forwarded to said 

Employer via ordinary mail by the Administrator of the Funds and, if said default is 

not paid within ten ( 10) working days after said notice of default was mailed, then 

the provisions for arbitration under this agreement shall be deemed cancelled, 

withdrawn and waived by said Employer and the Union shall thereupon order and 

enforce a strike against said Employer in default which shall not be considered a 

breach of the agreement, 

(d) Each Employer shall within twenty (20) days following the last day of 

the preceding month submit to the Administrator of the Health and Pension Fund a 

statement, under oath, setting forth the names and social security number of all 

employees, both Union and non-Union, who have worked during the preceding monttin any classification covered by the terms of this agreement and such statement 

shall set forth the 

Contributions made on behalf of such employees. The Health and Pension Funds 

Administrator, on his own motion, shall have the right to inspect the books and/or record 

relative to such statement and to interview all covered employees of the Employers. Th, 

administrator shall forthwith report, in writing, the results o( any inspection or intervie'\o 

To the Employer and the Trustees. SECTION 3 4 

• 
CK350

(a) THE UNION SHALL SERVE A COPY OF [TS REQUEST FOR 

ARBITRATION UPON THE EMPLOYER AND ITS COUNSEL, IF KNOWN, 

WITHIN SEVEN (7) DAYS OF THE UNION'S RECEIPT OF THE COMPANY'S 

NOTICE OF DISCIPLINARY ACTION. 

SECTION 28 JURY DUTY PAY 

Each employee shall receive $60 per day for each day served on jury duty with a 

maximum of ten (I 0) days benefit during the life of this contract. 

To receive this benefit the employee must: 

(a) Notify the Employer at least one (1) week in advance that he or she is 

subject to call for jury duty. 

(b) Notify the Employer on each morning he or she actually serves on jury 

duty and, 

(c) Provide actual proof of service on a jury. 

SECTION 29 SEVERANCE PAY 

Jn the event an employer ceases operating or moves its operations more than fifty 

(50) miles from its previous location and an employee is not given the opportunity to 

follow the job, the Employer shall pay one (I) day's wages for each full year of service. 

SECTION 30 MAINTENANCE OF STANDARDS 

The Employer agrees that all conditions of employment relating to wages, hours 

of work, overtime differentials and general working conditions which are better, higher or 

more favorable to the employer's employees than those provided for by or under the 

Agreement shall be maintained and the Employer agrees that its employees shall continue 

to enjoy these better, higher and more favorable practices, standards and/or benefits. 

SECTION 31 PENSION AND HEALTH FUND CONTRIBUTION RATES 

During the tenn of this Agreement, the Employer shall contribute to the Local 807 

Labor-Management Pension Fund ("Pension Fund") and the Local 807 LaborManagement Health Fund ('"Health Fund") on behalf of its covered employees. The 

benefits of those plans shall be those prescribed by the Trustees of the respective Fund. 

(a) The Employer shall contribute to the respective benefit funds accordtng to 

the follovring schedules: 

15 
CK351

PENSION FUND: 

The Company adopts the terms and conditions of the Pension Fund's 

Rehabilitation Plan including the 45 cent per hour increase per year effective December 

I st of each Contract Year. 

12/1/15 12/1/16 12/1/17 12/1/18 12/1119 

4.84 5.29 5.74 6.19 6.64 

HEALTH FUND: 

12/1 / 15 12/1/16 12/1/17 12/ 1/) 8 12/1/19 

8.19 8.44 8.69 8.94 9. 19 

SECTION 32 CONTRIBUTION LIMITATIONS 

(a) All of the Health and Pension Fund contributions as set forth in Paragraph 

32, including additional contributions shall be made for all hours worked with a 

maximum of eight (8) hours per day and forty (40) hours in the Monday through Sunday 

week. 

(b) No contributions shall be due for any of the following: 

1. Unused sick days for which the employee receives pay pursuant to 

Section 12 above; 

2. Vacation pay received by an employee who has worked through 

his vacation and received 40 hours regular pay in the same week. Nothing contained in 

this subsection shall alter the provisions of Section 11 (b )(viii); 

3. Jury duty pay. 

SECTION 33 HEALTH AND PENSION-MISCELLANEOUS RULES 

(a) The Trustees of the Health and Pension Funds shall establish rules which 

shall include, among other things, the requirements for eligibility, distribution of Health 

and/or Pension Fund assets and the rights to beneficiaries thereunder. The Trustees of 

said Funds shall also set forth the rules 2nd regulations governing the administration of 

the Health and Pension Funds. 

(b) The Trustees of the Health and Pension Funds may assess penalties for 

any and all de] inquent payments in amounts which they, in their discretion, deem 

justified to offset the added cost of collection. 

16 
CK352

(c) In the event any Employer defaults in the payment of Health or Pension 

Fund contributions or penalties and notice of such default is forwarded to said Employer 

via ordinary mail by the Administrator of the Funds and, if said default is not paid within 

ten (I 0) working days after said notice of default was mailed, then the provisions for 

arbitration under this agreement shall be deemed cancelled, withdrawn and waived by 

said Employer and the Union shall thereupon order and enforce a strike against said 

Employer in default which shall not be considered a breach of the agreement. 

(d) Each Employer shall \\'lthin twenty (20) days following the last day of the 

preceding month submit to the Administrator of the Health and Pension Fund a statement, 

under oath, setting forth the names and social security number of all employees, both 

Union and non-Union, who have worked during the preceding month in any classification 

covered by the terms of this agreement and such statement shall set forth the 

contributions made on behalf of such employees. The Health and Pension Funds 

Administrator, on h is own motion, shall have the right to inspect the books and/or records 

relative to such statement and to interview all covered employees of the Employers. The 

administrator shall forthwith report, in writing, the results of any inspection or interview 

to the Employer and the Trustees. 

SECTION 34 NON DISCRIMfNA TION 

All employees covered by this agreement shall be treated equally and without 

discrimination as to race, creed, color, national origin, sex, age, handicap, marital status, 

sexual orientation or affectional preference in all employment decisions, including, but 

not limited to hiring, compensation, training, promotion, demotion, transfer, layoff and 

termination, and all other terms and conditions of employment. 

SECTION 35 UNION DISCLAIMER 

The Union agree~ that it will neither sanction nor support any wildcat strike, slowdown or curtailment in the operation of the Employer. The Employer agrees that it will 

not during the term of the Agreement engage in a lockout. 

SECTION 36 SEVERABILITY 

In the event any court shall hold any portion of this agreement to be in violation of either 

federal or state law, then the clause shall be deemed struck from this agreement and the 

balance of the agreement shall remain in full force and effect. 

SECTION 37 CDL LICENSES 

Any employee hired after December I, 2005 shall be required, as a condition of 

employment, to obtain a Commercial Drivers License within 120 days of employment. 

17 
CK353

Teamsters 

' LOCAL UNION 807 

32-43 49th Street, Long Island ,Gity, NY 11103 

Phone (718) 726-2525 • Fax (718} 726-7037 

E-mail: local807@aol com 

Truck Drivers, Warehousemen. Exposition, Convention and Trade Show Employees 

Greater New York Vicinity and Metropolitan Area 

John "Buddy" Sullivan Anthony Storz Lu Herrera Raymond Asqulno Angel Curbelo Gladys Nieves Marty Meyers 

Presiden· Secretar1· Tr~asurer \I:~ "'e,,den• Record•rg Secre·2r, Trustee T·~n~ Trus:ce 

\ I --, 

\ \ 

MEMORANDUM 

To: 

From: 

Health and Pension Funds 

John Sullivan 

Subject: 

Date: December 11, 2015 

The above employer has signed an agreement effective from December 1, 2015 

to November 30,2020. 

PENSION FUND: 

The Company adopts the terms and conditions of the Pension Fund's 

Rehabilitation Plan including the 45 cent per hour increase per year effective 

December 15 t of each Contract Year. 

12/1/15 

4.84 

12-1 -"'16'. 5.29 1211117 

5.74 

HEAL TH FUND: 

12/1/15 

8.19 

12/ 1 /16. -12/111.7_ 8.44 8.69 

SECTION 32 CONTRIBUTION LIMITATIONS 

t2t1111t 

6.19 

12L1L'l8 

8.94 

t2/1119 

6.64 

12{1/.j_g_ 

9.19 

(a) All of the Health and Pension Fund contributions as set forth in 

Paragraph . 

32, inclucfl1g additional contributions shall be made for all hours worked with a 

maximum of eight (8) hours per day and forty (40) hours in the Monday through 

Sunday week. 

(b) No contributions shall be due for any of the following: 

• www Teamstersl oca 807 .com.erg.net 
CK354

\ 

1. Unused sick days for which the employee receives pay pursuant 

to Section 12 above; 

2. Vacation pay received by an employee who has worked through 

his vacation and received 40 hours regular pay in the same week. Nothing 

contained in this subsection shall alter the provisions of Section 11 (b)(viii); 

3. Jury duty pay. 

SECTION 33 HEAL TH AND PENSION-MISCELLANEOUS RULES 

(a) The Trustees of the Health and Pension Funds shall establish rules 

which shall include, among other things, the requirements for eligibility, 

distribution of Health and/or Pension Fund assets and the rights to beneficiaries 

thereunder. The Trustees of said Funds shall also set forth the rules and 

regulations governing the administration of the Health and Pension Funds, 

(b) The Trustees of the Health and Pension Funds may assess 

penalties for any and all delinquent payments in amounts which they, in their 

discretion, deem justified to offset the added cost of collection. 

(c) In the event any Employer defaults in the payment of Health or Pension 

Fund contributions or penalties and notice of such default is forwarded to said 

Employer via ordinary mail by the Administrator of the Funds and, if said default is 

not paid within ten ( 10) working days after said notice of default was mailed, then 

the provisions for arbitration under this agreement shall be deemed cancelled, 

withdrawn and waived by said Employer and the Union shall thereupon order and 

enforce a strike against said Employer in default which shall not be considered a 

breach of the agreement. 

(d} Each Employer shall within twenty (20) days following the last day of 

the preceding month submit to the Administrator of the Health and Pension Fund a 

statement, under oath, setting forth the names and social security number of all 

employees, both Union and non-Union, who have worked during the preceding month 

in any classification covered by the terms of this agreement and such statement 

shall set forth the 

contributions made on behalf of such employees. The Health and Pension Funds 

Administrator, on his own motion, shall have the right to inspect the books and/or records 

relative to such statement and to interview all covered employees of the Employers. The 

administrator shall forthwith report, in writing, the results of any inspection or interview 

to the Employer and the Trustees. SECTION 34 

• 
CK355

(a) THE U\TION SHALL SERVE A COPY OF ITS REQUEST F'OR 

ARBITRATION UPON THE EMPLOYER ANO JTS COUNSEL, IF KNOWN, 

WITHIN SEVEN (7) DAYS OF THE UNION'S RECEIPT OF THE COMPANY'S 

NOTICE OF DISCIPLINARY ACTION. 

SECTION 28 JURY DUTY PAY 

Each employee shall receive $60 per day for each day served on jury duty \Vi th a 

maxim urn often ( l 0) clays benefit during the life of this contract. 

To receive this benefit the employee must: 

(a) Notify the Employer at least one ( l) week in advance that he or she is 

subject to call for jury duty. 

(b) Notify the Employer on each morning he or she actually serves on jury duty and, 

(c) Provide actual proof of service on a jury. 

SECTrON ?9 SEVERANCE PAY 

In the event an employer ceases operating or moves its operations more than fifty 

(50) miles from its previous location and an employee is not given the opportunity to 

follow the job, the Employer shall pay one (I) day's \,\·ages for each full year of sen·ice. 

SECTION 30 MAINTENANCE OF STANDARDS 

The Employer agrees that all conditions of employment relating 10 wages, hours 

of work_. overtime differentials and general working conditions which are better, higher or 

more favorable to the employer·s employees than those provided for by or under the 

Agreement shal l be maintained and the Employer agrees that its employees shall continue 

to enjoy these better. higher and more favorable practices, standards and/or benefits. 

SECTION 31 PENSION AND HEALTH FUND CONTRIBUTION RATES 

During the term of this Agreement, the Employer shall contribute to the Local 807 

Labor-Management Pension Fund (''Pension Fund .. ) and the Local 807 LaborManagement Health Fund ( .. Health Fund"') on behalf of its covered employees. The 

benefits of those plans shall be those prescribed by the Trustees of the respecti ve Fund. 

(a) The Employer shall contribute to the respecti ve benefit funds according. to the fo llowing schedules: 

I 5 
CK356

2015-2020 

GROUP CONTRACT 

TRUCK DRIVERS LOCAL UNION 

NO. 807 

Affiliated with the INTERNATIONAL 

BROTHERHOOD OF TEAMSTERS, 

CHAUFFEURS, WAREHOUSEMEN AND 

HELPERS OF AMERICA 

******** ** ******** 

KSFJ GROUP 

c/o New & Karfunkel, P.C. 

11 29 Bloomfield Avenue, Suite 216 

West Caldwell, New Jersey 07006 

(862) 2 I 0-8220 

*** ********** ***** 

Truck Drivers Union Local 807 IBT 

32-43 49th Street 

. Long Island City, New York 11103 

(718) 726-2525 
CK357

(a) THE UNION SHALL SERVE A COPY OF lTS REQUEST FOR 

ARBITRATION UPON THE EMPLOYER AND ITS COUNSEL, IF KNOWN, 

WITHIN SEVE (7) DAYS OF THE UNION'S RECEIPT OF THE COMPANY'S 

NOTICE OF DISCIPLINARY ACTION. 

SECTION 28 JURY DUTY PAY 

Each employee shall receive $60 per day for each day served onjury duty with a 

maximum often ( I 0) days benefit during the life of this contract. 

To receive this benefit the employee must: 

(a) Notify the Employer at least one (I) week in advance that he or she is 

subject to call for j ury duty. 

(b) Notify the Employer on each morning he or she actually serves on jury 

duty and, 

( c) Provide actual proof of service on a j ury. 

SECTION 29 SEVERAKCE PAY 

ln the event an employer ceases operating or moves its operations more than fifty 

(50) miles from its previous location and an employee is not given the opportunity to 

follow the job. the Employer shall pay one (I) day's wages fo r each full year of service. 

SECTION 30 MAINTENANCE OF ST AND ARDS 

The Employer agrees that all conditions of employment relating to wages, hours 

of work, overtime differentials and general working conditions which are better, higher or 

more favorable to the employer's employees than those provided for by or under the 

Agreement shall be maintained and the Employer agrees that its employees shall continue 

to enjoy these better. higher and more favorable practices. standards and/or benefits 

SECTION 31 PENSION AND HEALTH fUND CONTRlBUTTON RATES 

During the tem1 of this Agreement, the Employer shall contribute to the Local 807 

Labor-Management Pension Fund ("Pension Fund") and the Local 807 LaborManagement Health Fund ("Health Fund'') on behalf of its covered employees. The 

benefits of those plans shall be those prescribed by the Trustees of the respective Fund. 

(a) The Employer shall contribute to the respective benefit funds according to 

the following schedules: 

15 
CK358

PENSION FUND: 

The Company adopts the terms and conditions of the Pension Fund's 

Rchabititation Plan including the 45 cent per hour increase per year effective December 

I 51 of each Contract Year. 

l 2/1/15 12/ 1/ 16 12/ 1/l 7 12/ 1/ 18 l 2/ 1/] 9 4.84 5.29 5.74 6.19 6.64 

HEALTH FUND: 

8

12/ 1/ 15 12/ 1/16 1211 / 1 7 12/ 1/ 18 12/ 1/19 . 19 8.44 8.69 8.94 9 .1 9 

SECTION 32 CONTRIBUTION LIMIT A TlONS 

(a) All of the Health and Pension Fund contributions as set fo11h in Paragraph 

32. including add itional contributions shall be made for all hours worked with a 

maximum of eight (8) hours per day and forty (40) how-sin the Monday through Sunday \veek. 

(b) No contributions shall be due for any of the fo llowing: 

I. Unused sick days for which the employee receives pay pursuant to Section 12 above; 

2. Vacation pay received by an employee who has worked through 

his \·acation and received 40 hours regu lar pay in the same ,-veek. Nothing contained in 

this subsection shall alter the provisions of Section l l (b)(\'iii): 

3. Jury duty pay. 

SEC-l]Ot< 3.3 HEA i .TH AND PENSION-MISCELLANEOUS RULES 

(a) The Trustees of the Health and Pension Funds shall establ ish rules which 

shall include, among other things, the requirements for eligi bi lity, distribution of'J lealth 

and/or Pension Fund assets and the rights to benefi ciaries thereunder. The Trustees of 

said Funds shall also set forth the :ulcs and regulations governing the administration of 

the Health and Pension Funds. · 

(b) The Trustees of the Health and Pension Punds may assess penalties for 

any and all delinquent payments in amounts which they, in their discretiqn, deem 

justified to offset the added cost of collection. 

16 
CK359

(c) In the event any Employer defaults in the payment of Heat th or Pension 

Fund contributions or penalties and notice of such default is fonvarded to said Employer 

via ordinary mai I by the Administrator of the Funds and, if said default is not paid within 

ten ( I 0) working days after said notice of default was mailed, then the provisions for 

arbitration under this agreement shall be deemed cancelled, withdrawn and waived by 

said Employer and the Union shall thereupon order and enforce a strike against said 

Employer in default which shall not be considered a breach of the agreement. 

(d) Each Employer shall within twenty (20) days following the last day of the 

preceding month submit lo the Administrator of the Health and Pension Fund a statement, 

under oath, setting forth the names and social security number of all employees, both 

Union and non-Union, who have worked during the preceding month in any classificmion 

covered by the terms of this agreement and such statement shall set forth the 

contributions made on behalf of such employees. The Health and Pension Funds 

Administrator, on his own motion, shall have the right to inspect the books and/or records 

relative to such statement and to interview all covered employees of the Employers. The 

administrator shall forthwith report, in w,iting, the results of any inspection or interview 

to the Employer and the Trustees. 

SECTJON 34 NONDISCRIMINATION 

All employees covered by this agreement shall be treated equally and without 

discrimination as to race, creed, color, national origin, sex, age, handicap, marital status. 

sexual orientation or affectional preference in all employment decisions, including, but 

not limited to hiring, compensation, training, promotion, demotion. transfer. layoff and 

termination, and all other terms and conditions of employment. 

SECTION 35 UNION DISCLAIMER 

The Union agrees that it will neither sanction nor support any wi ldcat strike, slowdown or cunailment in the operation of the Employer. The Employer agrees that it will 

not duri ng the term of the Agreement engage in a lockout. 

SECTION 36 SEYERABILITY 

In the event any court shall hold any portion of this agreement to be in violation of either 

federal or state law, then the clause shall be deemed struck from this agreement and the 

balance of the agreement shall remain in full force and effect. 

SECTION 37 CDL LICENSES 

J\ny employee hired after December I, 2005 shall be required, as a condition of 

employmen t, to obtain a Commercial Dri\·ers License \,·ithin 120 days of employment. 

17 
CK360

Teamsters 

MEMORANDUM 

To: Health and Penalon Funda 

From: John Sullivan 

Subject: KSFJ CONTRIBUTIONS 

aupplement 

Date: December 22, 2015 

Plea .. •- attached for the aupplement 

·, 

, _ .. :,. 

~-- '":_ ~ •',r. 

~ ·., : 

. ·• 

~ ... ·. "'~~'.\->, 

• 

www.Teamstersl ocal807.com .org.net 

E-mail: local807@aol.com 

Gladys Nieves Marty Msyeri 

Trustee Trustee 
CK361

)' 

1' 

Davi.dW. New 

Benjamin A. Kad'uakd• 

•Member of NJ & NY Baa 

NEW & KARFUNKEL PC 

----.Arwmqs:ul.aw ----

1129 Bloomfidd Ave Suite 215 West Caldwell, NJ 0700G 

P: 862.210.8220 F: 862.210.8361 

Sc.oder'1 Enwl: dncw@un,inc!newlaw.com 

www.new-.ndbrfunkcl.com 

December 10, 2015 

Buddy Sullivan 

Local Union 807 

32-43 49tll Street 

Long Island City, New York 11103 

Re: KSFJ Group 

Dear Buddy: 

This Jetter will serve to supplement the Contract between Truck Drivers 

Local Union No. 807 and the KSFJ Group for the period December 1, 2015 through· November 30, 2020. 

The following schedule sets forth the hourly contribution rates due from a 

Company to the Local 807 Pension Fund for employees hf red prior to December 1, 1978: 

12/1/15 

$5.99 

12/1/16 

$6.44 

12/1/17 

$6.89 

12/1/18 

$7.34 

12/1/19 

$7.79 

OfCouaueJ: 

HetbertNe'III"' 

Ridmd D . Brown 

All other terms and conditions of the Agreement shall remain in full force and effect 

Please sign where indicated below. 

Very truly yours, 

DAVIDW. NEW 

DWN/gms 
CK362

For the Union 

International Brotherhood of 

Teamsters, Chauffeurs, Warehousemen 

NEW & KARFUNK.EL PC 

---A........,..11uw ---

For the Company 

Kamco Supply Corp. 

By: ALLEN SWERDLICK, Pres! dent 

Florence Building Materials 

By: ROBERT HOLDEN, President 

J&S Supply Corp. 
CK363

Teamst&fs 

' LOCAL UNION 807 

32-~~th Street, Long Island City, NY 11103 

Phone (718) 726-2525 • Fax (718) 726-7037 

E-ma!I: local807@aol.com 

Anlhuny Stun Lu HtffUil 

Secretart•Treasurer Vice Pres1der.c Raymond Asqulno A11gel Cu,~tlo Gladys Nieves Marty Meyer$ 

Recording Secretary Trustd~ Truslge Trus-tee 

MEMO RA. '1D U1\:J J rlK<- --t~ __ 9/i.,,/,., 

(Gt;::' 

To: 

From: 

Subject: 

Date: 

Local 807 Health and Pension Funds 

Anthony Storz 

Karo Sheet Metal 

September 21, 2016 

Karo Sheet Metal has signed a Collective Bargaining Agreement on forthe period of October I , 20 16 

thru September 30, 2020. 

ARTICLE 19.HEALTH and PENSION FUNDS 

1. The Employer shall participate in the Local 807 Labor-Management Health and Pension 

Funds ("Funds"). To provide the benefits prescribed by the Trustees of the Funds, the 

Employer shall periodically contribute to the Funds at the rates set forth herein. The 

Employer shall contribute to the Local 807 Labor-Management Health Fund ("Health Fund") 

as of the effective date of this Agreement, at the rate of $8.44, per bargaining unit 

employee, including regular days, Saturdays, Sundays, Vacation days, Holidays and Sick 

days (whether worked or not). 

A) Health Fund Increases: 

Effective October 1, 2016 Health Fund shall be $8.44 

Effective October 1, 2017 Health Fund shall be $ 8.69 

Effective October 1, 2018 Health Fund shall be$ 8.94 

Effective October 1, 2019 Health Fund shall be$ 9.19 

Effective October 1, 2020 Health Fund shall be $ 9.44 

2. The Employer shall pay to the Local 807 Labor-Management Pension Fund ("Pension 

Fund") as follows: as of the effective date of this Agreement, the Employer periodically 

shall contribute to the pension Fund at the rate of $9.915 hour, per bargaining unit 

employee, for every hour paid for, including regular days, Saturdays, Sundays, Vacation 

Days. Holidays and Sick Days (whether worked or not). 

wvvw.Teamstersl ocal807 net 
CK364

A Pension Fund Increases: As er the Pension Rehabilitation Plan. 

Effective October 1, 2016 Pension Fund shall be$ 9.915 

Effective October 1, 2017 Pension Fund shall be $10.365 

Effective October 1, 2018 Pension Fund shall be $10.815 

Effective October 1, 2019 Pension Fund shall be $11 .265 

Effective October 1, 2020 Pension Fund Shall be 511 .715 

The Employer adopts the terms and conditions of the Pension Fund's Rehabilitation Plan along with 

future amendments. The Company agrees to pay the annual contribution increases required by the 

Rehabilitation Plan as amended as if said contribution schedule was set forth in this Agreement.