UNITED STATES DISTRICT COURT 

FOR THE EASTERN DISTRICT OF MICHIGAN 

SOUTHERN DIVISION 

WILLARD L. SLOAN, EUGENE J. 

WINNINGHAM, and JAMES L. KELLEY,

 Plaintiffs, 

 v. 

BORGWARNER INC., BORGWARNER 

DIVERSIFIED TRANSMISSION 

PRODUCTS INC., and BORGWARNER 

FLEXIBLE BENEFITS PLANS, 

 Defendants. 

Case 2:09-cv-10918-PDB-MKM 

U.S. District Judge Paul D. Borman 

U.S. Magistrate Judge Mona K. Majzoub 

BORGWARNER’S APPENDIX OF SUMMARY JUDGMENT EXHIBITS 

VOLUME 4 

Exhibit Description 

Volume 1 

1 Health Insurance Agreement Between Borg-Warner Automotive Diversified 

Transmission Products Corporation, Muncie Plant and the International Union, 

United Automotive, Aerospace and Agricultural Implement Workers of America, 

UAW, and Its Local No. 287 (Oct. 27, 1989) (DTP021130–DTP021260) (Pls.’ 

Dep. Ex. 7) 

2 Agreement on Modification and Extension of Existing Labor Contract (Sept. 27, 

1990) (DTP005354–DTP005363) (Pls.’ Dep. Ex. 11) 

3 1992 Agreement on Modification and Extension of Existing Health Insurance 

Agreement and Ancillary Matters (Nov. 30, 1992) (DTP000432–DTP000450) 

(Pls.’ Dep. Ex. 18) 

4 Health Insurance Agreement Between Borg-Warner Automotive Diversified 

Transmission Products Corporation, Muncie Plant and the International Union, 

United Automotive, Aerospace and Agricultural Implement Workers of America, 

UAW, and Its Local No. 287 (Nov. 30, 1992) (DTP000451–DTP000598) (UAW 

Dep. Ex. 13) 

2:09-cv-10918-PDB-MKM Doc # 99 Filed 05/14/12 Pg 1 of 6 Pg ID 3777
Exhibit Description 

5 Health Insurance Agreement Between Borg-Warner Automotive Diversified 

Transmission Products Corporation, Muncie Plant and the International Union, 

United Automotive, Aerospace and Agricultural Implement Workers of America, 

UAW, and Its Local No. 287 (Mar. 12, 1995) (DTP000855–DTP001001) (UAW 

Dep. Ex. 16) 

6 Tentative Approval of Selected Company Proposals (Mar. 11, 1998) 

(UAWL287 004592–UAWL287 004685) (Champagne Dep. Ex. 16) 

7 Borg-Warner Automotive Diversified Transmission Products Corporation, Muncie 

Plant & Local 287, UAW Insurance Highlights of the 1998 Contract Negotiations 

(Sept. 4, 1998) (DTP001143–DTP001171) (Pls.’ Dep. Ex. 27) 

8 Tentative Agreement (Nov. 28, 2000) (UAWL287005329–UAWL287005333) 

(Champagne Dep. Ex. 18) 

9 Tentative Agreement (Modified and Approved) of Terms Submitted by the Parties 

(Apr. 5, 2005) (DTP013447) (Pls.’ Dep. Ex. 44) 

10 Clarifications of Tentative Agreement Reached Between BWDTPC and UAW 

Local 287 (Apr. 8, 2005) (DTP012976–DTP012977) (Pls.’ Dep. Ex. 46) 

11 Plant Shutdown Agreement Between BorgWarner Diversified Transmission 

Products Inc., Muncie Plant and International Union, United Automotive, 

Aerospace and Agricultural Implement Workers of America (UAW) and Its Local 

No. 287 (Feb. 26, 2009) (DTP017176–DTP017193) (UAW Dep. Ex. 20) 

12 Your Health Care Travel Guide for Current Muncie Hourly Retirees (Feb. 2009) 

(DTP0023449–DTP0023455) (Pls.’ Dep. Ex. 88) 

13 Your Retiree Health Care Travel Guide for Muncie Hourly Pre-Medicare Retirees 

(Feb. 2009) (DTP017404–DTP017414) (Pls.’ Dep. Ex. 90) 

14 Answers to Defendants’ First Set of Interrogatories to Class Plaintiffs (Feb. 19, 

2010) 

Volume 2 

15 Declaration of Anthony Behrman (May 4, 2012) 

1 Agreement Between Borg-Warner Automotive Diversified 

Transmission Products Corporation Transmission Systems Muncie, 

Indiana and International Union, United Automotive, Aerospace and 

Agricultural Implement Workers of America (UAW) and Its Local 

No. 287 (Sept. 7, 1989) (DTP000001–DTP000260) 

 2 

2:09-cv-10918-PDB-MKM Doc # 99 Filed 05/14/12 Pg 2 of 6 Pg ID 3778
Exhibit Description 

2 Agreement Between Borg-Warner Automotive Diversified 

Transmission Products Corporation Muncie Plant Muncie, Indiana 

and International Union, United Automotive, Aerospace and 

Agricultural Implement Workers of America (UAW) and Its Local 

No. 287 (Mar. 12, 1995) (DTP000599–DTP000830) 

3 Agreement Between Borg-Warner Automotive Diversified 

Transmission Products Corporation Muncie Plant Muncie, Indiana 

and International Union, United Automotive, Aerospace and 

Agricultural Implement Workers of America (UAW) and It’s [sic] 

Local No. 287 (Mar. 12, 1998) (DTP001002–DTP001142) 

4 Agreement Between Borg-Warner Automotive Diversified 

Transmission Products Corporation Muncie Plant Muncie, Indiana 

and International Union, United Automotive, Aerospace and 

Agricultural Implement Workers of America (UAW) and Its Local 

No. 287 (Dec. 10, 2000) (DTP001173–DTP001389) 

5 Agreement Between Borg-Warner Automotive Diversified 

Transmission Products Corporation Muncie Plant Muncie, Indiana 

and International Union, United Automotive, Aerospace and 

Agricultural Implement Workers of America (UAW) and Its Local 

No. 287 (Apr. 24, 2005) (DTP012999–DTP013178) 

Volume 3 

16 Declaration of Michelle DuFour (May 14, 2012) 

1 CIGNA HealthCare Benefit Summary, BorgWarner Inc., Muncie 

Hourly Pre-65 Retirees (Ret. Between 1/90 & 12/92), Passive PPO 

Coinsurance Plan MPPO3–1/1/09–5/1/09 (July 30, 2010) (D00032–

D00041) 

2 CIGNA HealthCare Benefit Summary, BorgWarner Inc., Muncie 

Hourly Pre65 Retirees (Retired 1/93+), PPO Coinsurance Plan 

MPPO4–1/1/09–5/1/09 (July 30, 2010) (D00042–D00052) 

3 CIGNA HealthCare Benefit Summary, BorgWarner Inc., Muncie 

Hourly Pre Medicare Retirees (After 1/93), PPO Coinsurance Plan 

MOOA2–1/1/09–5/1/09 (July 30, 2010) (D00062–D00072) 

4 CIGNA HealthCare Benefit Summary, BorgWarner Inc., Muncie 

Hourly—CIGNA Network, PPO Copay Plan MPPO7–1/1/09–

5/1/09 (July 30, 2010) (D00053–D00061) 

 3 

2:09-cv-10918-PDB-MKM Doc # 99 Filed 05/14/12 Pg 3 of 6 Pg ID 3779
Exhibit Description 

5 BorgWarner DTP Hourly PreMedicare Retiree aft 1/93 PPO with 

APM (008), Summary of Benefits (eff. Jan. 1, 2008) (D00073–

D00074) 

6 BorgWarner DTP Hourly PreMedicare Retiree Copay Plan with 

APM (009), Summary of Benefits (eff. Jan. 1, 2008) (D00075–

D00076) 

7 BorgWarner DTP Hourly PreMedicare Retiree Aft 1/93 PPO with 

APM (012), Summary of Benefits (eff. Jan. 1, 2008) (D00077–

D00078) 

8 BorgWarner DTP Hourly PreMedicare Retiree PPO2 PPO with 

APM (018), Summary of Benefits (eff. Jan. 1, 2008) (D00079–

D00080) 

9 CIGNA HealthCare Benefit Summary, BorgWarner Inc., Muncie 

Hourly Medicare Retirees (After 12/89), Base/Major Medical Plan 

MIND2–1/1/09–5/1/09 (July 30, 2010) (D00085–D00093) 

10 CIGNA HealthCare Benefit Summary, BorgWarner Inc., Muncie 

Hourly Medicare Retirees (After 1/93), PPO Coinsurance Plan 

MOA2M–1/1/09–05/01/2009 (July 30, 2010) (D00094–D00104) 

11 BorgWarner DTP Hourly Medicare Retiree After 1/93 PPO with 

APM (019), Summary of Benefits (eff. Jan. 1, 2008) (D00105–

D00106) 

12 BorgWarner DTP Hourly Medicare Retiree PPO2M PPO with APM 

(019), Summary of Benefits (eff. Jan. 1, 2008) (D00107–D00108) 

17 Declaration of Scott J. Macey (May 8, 2012) 

18 Deposition of William David Campbell (Oct. 27, 2011) 

19 Deposition of Laura J. Champagne (Jan. 13, 2012) 

20 Deposition of Michelle DuFour (Jan. 12, 2012) 

Volume 4 

21 1 Deposition of International Union, United Automotive, Aerospace & 

Agricultural Implement Workers of America (Dec. 16, 2011) (Michael Ailes) 

22 2 Deposition of International Union, United Automotive, Aerospace & 

Agricultural Implement Workers of America (Feb. 1, 2012) (Richard Isaacson) 

 4 

2:09-cv-10918-PDB-MKM Doc # 99 Filed 05/14/12 Pg 4 of 6 Pg ID 3780
 5 

Exhibit Description 

Volume 5 

23 Deposition of James L. Kelley (Feb. 14, 2012) 

24 Deposition of Richard Nuerge (Oct. 25, 2011) 

25 Deposition of Eugene J. Winningham (Feb. 14, 2012) 

Dated: May 14, 2012 

Elisa Angeli Palizzi (P52088) 

(angeli@millercanfield.com) 

Miller, Canfield, Paddock and Stone, P.L.C. 

150 West Jefferson, Suite 2500 

Detroit, Michigan 48226 

313.496.7635 

313.963.6420 fax 

Respectfully submitted, 

s/Bobby R. Burchfield

Bobby R. Burchfield 

(bburchfield@mwe.com) 

Joshua David Rogaczewski 

(jrogaczewski@mwe.com) 

McDermott Will & Emery LLP 

600 13th Street, Northwest 

Washington, D.C. 20005 

202.756.8000 

202.756.8087 fax 

Attorneys for BorgWarner Inc., BorgWarner Diversified Transmission Products Inc., and 

BorgWarner Flexible Benefits Plans

2:09-cv-10918-PDB-MKM Doc # 99 Filed 05/14/12 Pg 5 of 6 Pg ID 3781
CERTIFICATE OF SERVICE 

I hereby certify that on May 14, 2012, I electronically filed the foregoing BorgWarner’s 

Appendix of Summary Judgment Exhibits, Volume 4 with the Clerk of the Court using the 

ECF system which will send notification of such filing to all ECF participants. 

s/Bobby R. Burchfield

Bobby R. Burchfield 

(bburchfield@mwe.com) 

McDermott Will & Emery LLP 

600 13th Street, Northwest 

Washington, D.C. 20005 

202.756.8000 

202.756.8087 fax 

2:09-cv-10918-PDB-MKM Doc # 99 Filed 05/14/12 Pg 6 of 6 Pg ID 3782