UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF MICHIGAN

SOUTHERN DIVISION

WILLARD L. SLOAN, EUGENE J.

WINNINGHAM, and JAMES L. KELLEY, 

on behalf of themselves and a similarly 

situated class, Case No. 09-cv-10918

Hon. Paul D. Borman

Plaintiffs, Magistrate Mona K. Majzoub

v. Class Action

BORGWARNER, INC., BORGWARNER 

FLEXIBLE BENEFITS PLANS and

BORGWARNER DIVERSIFIED 

TRANSMISSION PRODUCTS, INC.,

Defendants.

_____________________________________________________________________________/

EXHIBIT 26 

TO 

PLAINTIFFS’ MOTION 

FOR SUMMARY JUDGMENT

AS TO LIABILITY

2:09-cv-10918-PDB-MKM Doc # 104-11 Filed 05/14/12 Pg 1 of 5 Pg ID 5737
r /1 'd 

80'9 W(t'r'I~l '''llp.""II., . 1"/. hClt'l'tI'Iluil)" 

S'llt~l'\'\~ 

#> It""", 

.,-;'(((>,\ 

fat""" 

.~'l'TENUONI G'~"y-q~ T"=2:CeX"v",ws'<¥ Q ' 

tlM'l:: I ;c../I/iff! 

FROM I 7?,. &. ' ;J /,)..(2,'f¥k t.3 tWA-, "'".5' 

TIME SENT I .... 

tACSIMILE NUMBER I 3C?';,- 32'(. - ~$?)r 

:'1 \ ') '"" ~ I (It 11,11 t 

21A!f\ 

r, 

FEB 1 51989 

Gl'OlI51 In~uran(o Dept. 

BorgWarner 

Automotive 

SOBJECT: J?11:6 Y"s=e.. Ire?. /:''1':4 4* ~.s;;, , 

,1.s:flY'u I.."E~ ~~~ c.r -~r!. 

,- - _. ft...s 0 /f-It t..t ¥-5'.ft... 1Ft. "t"If ?t.fN co,... ~ 

NUMBER OF ~AGES SENT (inoludinq oova~ sheet) I • 7' 

If you have Q1!!iculty receiv~ng this teleooP1, ?lease 

call (317) 266-6547. 

55 

DTP004372 

31 :)NfW! iJ3N~ilM ~lcl08 8p:11 68. 9j 83j 

2:09-cv-10918-PDB-MKM Doc # 104-11 Filed 05/14/12 Pg 2 of 5 Pg ID 5738
G ___ I sUmmary of em

_...tau..or 

Emp1Ulsi_ 1_ CevenId Witt> ~ ,,_ 

Appr .. "otfan for ReTIREMeNT 

PUlSION IRfORMA11ON 

IRefer.B Booklet ...... O_ilIt} 

ADDRESS CHANGeS 

Aller _emen" k .... p the pension and insurance "epa ........ nt .dvised at all 

times of 1m'/' ch_e of add",,,,," If ", .. _nl your addr89 """"lIadwifb me Trust 

C ..... p_ at Chicago. plea" .. advise"" first so "., • ...cords will be u!>'-to-date. 

PAYMENTS ro BANK 

If.,.,.. _youcpension sent directly to yovrbanl<. we It ...... fum>s thalyoo mIlS' 

he_ completed at you, ban" and ... tumed to the pension depalUnent. 

TAXES {fEDERAL INCOME TAXES ONLy} 

You can have1m<esdeductetlfmmyot1rpensionbyfifingaW·4Pf<IdenIllftcame 

Tax WUhho!ding form at itte pension depa>tment. If you do not have _ _trom-..-.,..nskm. you...-fiJeq.-dy. TIlis is .. vol..-.y~ .. t

and is netbas...t ........ """"'9tionsasyou""" when you_ .... """,,.. You set 

th .. am_. You can increHe at de ___ -..ctIon at...,., time by 

ecminvto __ ,_ tI"""rtm&nt _ ma .... _ new_ fonns ~ing thlt 

"""'-- T"is do"" not 1I" ....... lly applv to Telal and Permanent Disability . Retilesnsnt.. 

SURVIVOII OPTlON-·NORMAl RETIREMENT. EARlY m:-nREMENT. SPECIAL 

EARt.Y RETIREMENT 

At the time of yoow retire"' ...... you m,.., 1>II<e .. SUNiver o,.!ion fm- YO'" spease. 

'"'" in ..... event of,.,... death. a _fit Is paid'" bim Of Iuorfor \h .. r_ of ,he 

spouses Iif"time. along .."ith company paid insu", .. -. How_. ifyOtll'SJKMDf" 

,,"aufd _. the SurvivorSe,..r.t _.1Id he paid but _ imunmce would bit 

cancensd, 

Y""rSurvlvmOp1ion deductioncan bltteelonodlf'fO"''''POUStt __ 

lOU in dtlelh orthe ... is .. dissolution of """"-ThiB_s expIainedtD 

you at the time of your JetiremeAt. and is. covved in the pension 

booklet. 

If you do not eled .. ~rOptien attha tim .. ef",unltire_ 'twi!! 

not tte available to vou 3t any other lim<!. 

SURVIVOR OPTIO_ TOTAL & PERMANENl" lllSAB1UTY REIIMEMIENT 

If .,.,.. mtint 0 .. Total & P...........,nt Disability Ra1intm8~ you _ 30.,....". of 

aeclited service Dr if you ...... age 55 with less than 30 yea'" of credited senri&e. 

"''' can elect a SwviYt>r Opti"" st the tim .. "f yow' ."ti,emeftt. 

If yo" mti ... a" T _1 & P""""""'"t om. .... lity RBtm.m .... t end h.....,less than 30 

years. you aRnOt elect II Sunriver Option until you f88Ch age 5!t 

£A1tRlffGSUMIT 

If .,.,.. ..... receiving II Swpplement to ., ...... pension other than a lifetime .... 

Age!S"."ica S"""lement. you wilt he tmde .. an eamin{lS lim;t. This limit will b. 

ttl .. seme limit as set br S""",l Securitv and at the .... ""' ..... time It i!I $5.400 per 

yeM. If "'" Emit is ctnmged by Secial Seeurity. WBwiU automatic. change our 

limit. It is Bdvisable to cbeck each VBaT with the P81!Sion """"rtma'" or Social c-.... _ ... 

____ ;11 ...... _ h_ i.-___ .... L. __ 

Y<JU will be :sent a --~t8t8me .. t DT t.BfJlUlQS ~UJnl Ctft. ... l YlISa.  UQ; .......... ·v • .,.""'~ _ .. , 

"" .. me<! to \Varner Gear with yourtaxes. If you exceed th" earnings timi/. y{! 

, will have tn paya penalty of$2 fon",," $1 ",u~d the limit. "(J~"''''''.lif V<l 

do have outside eaming" _bow you will exceed 1IIe ...... ings fimil ?'I" co 

have yo.., SuppWmentstopped at any lime prior to exceeding "'elimit .. , .. ,hail. restored the first of III .. coming year: The requests must be in wriling aq d8) 

prior to the. ameen.ltem and reinstatement.. 1 

"The above """""ation ...... "''''IJ.oo earnings rnnit was ""l"aine,ht>_ ~ tl1 

time of your ratireme"t .and sample copies of the fumtS .ra g.iven to ~_ , 

I 

DISABILITY SOCfAL S£CURITY IEARlY RE-nR£MENl) I 

If Y<lu retited under &'" Retirement with II Regular or Interim StIlJplemeut 8" 

bacoma _II., and permanently eIisa", .. d and apply f.,.. Oi."bility Seei 

Se.,...ity md it is gran"'" t".,(Jfl. C<II,taet a memlHw of,..,.. P ..... ion Board brll< 

pension dep:&lblitiflt immediate1v. An adjustment must be made tQ VO' 

5_1"," __ actlYe to ttte dat .. of entitlem .... t of S.,.,.., Secllrily. i 

I 

, UMtONDUeS l 

You can sign to have $1 Union Does deducted any month ifymt did not wn 

thtt tim" of your ""irement. H_. if yoo wish to stet> me deduction. lit Cl 

only be: done at the: end of the yaM' to be atfec1i\li8 J.anmtJY 1. 1 

I 

MONTH'-Y PEftstON CH£CKS : 

V_will """"""yo ........ nsion"hacta betw.t""th"lifSt and'enth oftlno mdoth. .,.,.. do not "''''' .... ",,",,,,eel< bv ..... e1"" .. n\h of the menth. advise _lHinsi< 

dapmment and a stap-paym_ order ""n be placed against II>" cheel< J-

""""" ....... nf chael: can be issued '0 '1""- i 

If your cbeclc. is lost 01' stolen. contact the p-enswft department 8S ~ hs, 

affidavits for yOId to sign so a .a"facement check can" issued to 'fOtLi 

PENSfOllJ BOARD I 

"Too P"nsmn Board i!I c:omprised of t""'" Union memoors ...0 I""'" C~ mambers .end (he. PensiGn D081'it meetings 8n! held the seccmdTuesdav ~ Get 

mom". i 

Anv req"".tfa. cltanges regarding your penSion must be made no fa",,'"1''' ,I 

fast dsv of the fftOftth JKeceding Ute Pension Board mae1ittg.. I 

Do 110"'0_11"" TmatCampany o~Borg-WamerC .... p ..... Iion..tClsk:a!Joi as. 

"""_ can be made to Y<lIIC pension unless Imlhmized by 'he Warner Ge 

P.nsio" 803m. "'hee 'hen chanll"" of addtess, I 

, 

I 

fNSUMNCE INFORMATION j 

i 

LIFE INSURANCE i 

life ;RS1Jranct! mmain9.1he S8m~ un'h:1111l8 85, tben it;sfl9duced tMlra t"JII~ve PeTiod as fo_ 

10 YEARS TO ::to YEAIIS 20 YEARS 011 MORE 

1 st Y&ar $4,200 1 at VflII' $5.400 

2nd Vear 3,600 2nd V.." 4.1!OO 

3n1 Yesr 3.000 3rd Yes.. 4.200 I 

DTP004373 

2:09-cv-10918-PDB-MKM Doc # 104-11 Filed 05/14/12 Pg 3 of 5 Pg ID 5739
DEPeNDENT UA; INSURANCE 

~nt life C"""","ce is avaifable ..... aetMt employ ...... only. When you 

retin>. this beftef"" ...... Iong" .... vallable tOYOIL H_. ifyouwisMoc_e 

tbisCO'le"'ge. you can "".wert_li .... "'-ce toQWina!y life InBu-.:ewith 

E~,,- GO long >IS caverage _ in eftBct at tile lime you ... lired. See the 

iRSUl:Brtee depM'tm"nt if 'YGtf 5f9 mtel'8:Sted in cOfWt!rbn9-

fleALTH INSURANCE 

Hospital. medi1:al. "'"II"'Y. diagnostie.. and ,,",SClip'ion tI1ug remains l1\e same • 

until age 65 .. !\en YOUwt"R be eligible for Medicare.. You will conlirmeto mw.: the 

group instmuu:e. ho_. Ihe Medica ... ....,....enlS will .... deduclad from our 

_I a1t .. ""","" ... 1l<eref<n'e. alt "'aims must bet filed with m.tditlara fiTs\. Send 

all Medicare -Explanation of Medicare 1lePo61,.- fmms to tlle imutBm:e 

d~t.. as Moo..",.,. will only notif\< you of ImY \JaVII18r>t. notWamerG&ar. 

ltemiNd bills are required .also.. IAutnmstlc iRlegtation with MadlCMe. eft 

711/831. 

After ...ruremen! you wilt ao long .... lie eligible f...- dental eo"""'lIe. 

The eMin: cost of ycur instsrance is paid by the co..,pany. 

DEP£NOENTS AN1J B£m:FIC'AlllES 

At the time of your eppru:atioft orbelo",_ m!ire. yaaslmuld_ifytha_ 

of deJ!<:ttdents c_d under the Group Health las...,...,,,,,, ami ..... 1m sure the 

beneficiary designalion on you,. life Jnsmance is C(JR'ect. 

PReSCIUPTIOft DIIUGS 

If.,., .. are plmming on moving 10 ..... othersCate orare ,,""""my on leaving fm"tIls 

winter or are tnweting ...... can supply _ with the names of drug __ in the 

....... yo .. are going to, that are members of Pes. Deductible fonetirees WIll be 

$2.00. 

tiEAlTH INSURANCE WI'TH SURVSVOR OPTtON 

If a SurvWoF {)pticn Is electe.d and you, """""" beGo""", e1il!- to receive a 

"""""or be",,1it. healt!t iMu""",", is m elJectfortl1e rsst oUbe spouses Ii_a 

_long as he o. she d""" notmanv. n.&eompany""VS the p ............. 1ft the ."" ... 

(if n.C'l't8triagtt.. the- health iflS.'i1UlitCe is ctmceHed_ 

AEAt.TH INSURANCE WOltOUT SU"VlVOR Of'TION 

If a _'1M option is mit "'''''''''d. your StJtIUge can afect to ltt1Bp-the _lib _butlTftlSt1>aTtlIe pre"';"m.lntlle""""tof.emsrriag'll.lheimnsmneeis 

nOo longer ava.:mtb:le. to- t1im or het'. 

INSURANCE CtAIMS 

Jf yeu h1We an ilWUQR4:e d.aim. it is not necesnry fed' you 10 t:Ol'fte 10 the 

i""""",ce elf"", to fils tbe c,,"m.lt """ be mailed to the oftica.llyou wisltto call 

tha In.........,e o8iee.. the phone number is 2B6-M56. If you need in....",."., 

forms OJ direct raim1lmsermmt form" for dRJg3. if vou call. .... ",~I mail them to 

Y""-

1'ItI_ No1lt-Olliee "ours J« tile insurance and I'emlio" dep.J1ment a ..... 

Open en __ """ Fridays. 7:30 a.m. to 4:30 p.m. 

Closed TuesdOV. We<lne.""'r and Th_OV. 

Closed for lunch. 11,45· , Z,45. Monday and Friday. 

Warner Geat; G 

'" 

-" 

-'" 

cr 

c 

2 

~ 

~ 

I : 

RETIREMENT~ I 

(GENERAL SUMMARY Of' OFTEN ASK~ OR EMPHASIZED ITEMS COVERED WITH , EMPLOYEES UPON APPUCATJON FOR 

R£TIREMENT 

DTP004374 

i 

i 

Covering employees in the bargaining Unit rapesent,d 

by the hltemational Union. tJnitBd Automobi1~:-< 

Aerospace and Agrucuttu .... Impfe._tt~" 

of America {UAW) and its LDcal 28,7 .::. 

Warn6f' Gear 

I 

Divison of Oem-Warner Corpma'mn ~ 

2:09-cv-10918-PDB-MKM Doc # 104-11 Filed 05/14/12 Pg 4 of 5 Pg ID 5740
11iSllltAHCe 

FEAnJRCS 

S1"OP-,-OSS 

DaluCTI8LE 

IN-PATIENT 

HOSPITAL 

OUT-PATIENT 

HEALTit e"R£ COMPARISONS 

HRLY ACTIVE EMPLOYEES 

C08RfNT 

$600 I~DIV/1200 FAMILY 

$.25 PEA PERSON 

90" 01' VliC 

SuRG/t.AB/X-RlO.Y 1000< OF U&C 

.. ISCELL .... eous 

{MAJOR MEDICAL}- 8Q~ OF U&C 

PRESCRIPT!ONS $41212 MAIL ORnER 

HAtfAGED CA.RE NO 

REOUIREO CONTR. 00 

tBASIC tiLTH'.) 

~LEH9lTAl. 

0fN1At./vlSI0N yES 

tHRLY <ttEARING) 

SUPPLEMEliTAL CaNTR. NO 

• AFTER 1lEtllICTI9LE IS SA HSFlED 

t/' .... /119 ran 

SALARIED ACTIVE HftLY RETIREES SALARIeD RETIREES 

OPTI!!!lAL mBf CuRRENT 2eTIQU!1 Qi!!f. ------------------------------------------------.- -_. ----- ~10M/20(lO $13101214(1 ! (65=$3001600 $1000/Z000 $t 310f:;7~~ 

{ )65=$115/351) 

$200/400 $3501100 $125 PER PERSON $200/.00 S350/1£>O 

80" OF UU: ao" 90 .. 80% 80% 

10O .. 80,", ,OOS 10(1$ 80S 

I!O$ 80s 

- SOO\ SO" 

$5 GENERIC/SS+3OS/S2 I PAST=3/2/2 $S GENERIC/$5 '30"/ •. ~ 

( fUT. =4/2/2 

YES/<6S YES/<65 NO YES/<S5 '(£5/<&5 

YES NO .. 0 YES NO 

O?TIOHA.1.. aPTI010I4L V1SION ONLY 1'10 NO 

YES YES NO "'fA »fA 

DTP004375 I 

2:09-cv-10918-PDB-MKM Doc # 104-11 Filed 05/14/12 Pg 5 of 5 Pg ID 5741