Page 15.0

Automotive Industries Pension Plan

Checklist Item #15

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

participants, beneficiaries in pay status, and alternate payees?

See section 4.05(2).

Yes. The required description is attached as Document No. 15.1. 
Page 15.1.1

Document No. 15.1

In the beginning of 2016, the Pension Plan had a total of 25,556 participants, retirees, 

beneficiaries and alternate payees (“individuals”). The Pension Plan cross referenced the 

addresses of these individuals with records from the Automotive Industries Health and Welfare

Fund and the CMTA-IAM Joint Retiree Health and Welfare Fund which are related Plans. The 

Pension Plan had current addresses for 22,344 individuals.

In March 2016, the Pension Plan sent records for 3,212 individuals for which it did not have 

addresses to Pension Benefit Information (“PBI”) for an address search. PBI searched various

data bases and sent a letter to the last known address for these individuals. If an individual 

returned the letter the address is considered confirm. Through this method PBI was able to 

confirm the addresses of 1,958 individuals. After the PBI search, the Pension Plan had current 

addresses for 24,302 individuals, which represents 95% of the Pension Plan’s total population.

PBI’s due diligence report is attached.

In June 2016 the Pension Plan had a total of 25,554 individuals (two individuals died since the 

beginning of 2016). The Pension Plan sent a notice to all individuals notifying them that the 

Pension Plan is considering and evaluating filing an application for benefit reductions under 

MPRA. For this mailing the Pension Plan utilized Road Runner mailing service. Road Runner 

used the US Post Office’s National Change of Address system which includes forwarding and 

address correction services. The notice was sent to 25,554 individuals of which 265 were 

returned undeliverable. Therefore, the Pension Plan sent notices to 25,289 individuals which 

represents 99% of the Pension Plan’s total population. Additionally, the Pension Plan sent the 

list of 265 individuals to the employee organizations representing participants under the Pension 

Plan to obtain current addresses.

The Pension Plan’s records have been updated with respect to both the searches conducted by 

PBI and the US Post Office’s National Change of Address system. To the extent that the notice 

of this application is returned undeliverable, the Pension Plan intends to send the list of 

individuals with undeliverable addresses to the local unions, to the IAM National Pension Fund, 

to a credit agency and to PBI.
Pension Benefit Information

Participant Research Services

September 20, 2016 Ms. Cheryl Gibbs Bellisario

Pension Department

1640 South Loop Road 

Alameda, CA 94502

Ms. Cheryl Gibbs Bellisario : 

ATPA - Automotive Industries Account # 65579

Sincerely, 

Susan S McDonald

President

P.O Box 10308

San Rafael, CA 94912

This letter is to notify you that Pension Benefit Information has exhausted all resources in trying to 

locate the participant(s) identified on the attached report. 

PBI accesses multiple data sources in our efforts to locate missing participants or their beneficiaries. 

We have obtained addresses from credit sources and performed multiple mailings requesting the lost 

participant confirm their address with PBI. Unfortunately, PBI has not received a response from the lost 

participant/beneficiary to confirm their address. 

If you have any participants listed in an exception report as deceased; PBI has attempted to locate a 

beneficiary and never received a response. If you have any invalid SSNs, please review your records 

and contact PBI if you have a different SSN on file. PBI can perform additional research to identify a 

correct SSN if you have an old address and/or DOB to assist us in our research efforts. 

This close-out letter is being issued to document that a diligent search has been performed, which 

regrettably was unsuccessful for the participant(s) identified on the attached report. While the search 

was unsuccessful, rest assured that PBI has in fact conducted a comprehensive search and can provide 

you with detailed “proof” of our efforts if needed. 

Please let me know if you need any additional information. We appreciate the opportunity to serve your 

address location needs.

Close Out Package 

Redacted by the U.S. Department of the Treasury