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 9 

TO 

PLAINTIFFS’ MOTION 

FOR SUMMARY JUDGMENT

AS TO LIABILITY

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 1 of 9 Pg ID 5276
,> 

" . 

Tentative Agreement on Insurance's and Pensions 

11128/00 

Prescription Drugs: 

EXHIBIT 

Effective April 1, 2001 Prel!cription Plan adds 3111 tier at $25 Co-pay 

that would apply only when the covered employee insists on a nonpreferred drug wbich Is not medieaUy necessary. 

Effective April 1, 2001 Mail Order Prescriptions Co-pay of $5 

Generic! $7 Brand 

Agreed to Langnage that provides for Medicare wrap around should 

Medicare Insurance be changed to Uiclude Drugs. 

Health Insnrance: 

Agreed to provide CIGNA information ouJine as soon as it Is 

available. 

Effective April 1, 2001 agreed to eliminate age restr'ic:tions on cosmeti,e 

surgery. 

Effective April 1, 2001 agreed to increase lif'etime maximum mental 

health outpatient visits to 60. 

Effedive Apryll, 2001 agreed to increase Major Medical Lifetime 

maximum to 51.2 million ' 

Effective Man:b 12, 2001 any employee eligible medical insurance 

under the SUB Plan will be provided nuder the PPO Plan. 

Increase Deductibles/Stop Losses 5%/year beginning in 2003 

Sickness and Accident: 

Effective first fun pay anti' March 12,2001 $335lweck 

Effective first fun pay after March 12, 2002 S3401week 

Effective first cun pay after' March 12, 2003 S345/week 

Effective first Cull pay after Marth 12, 2004 S350/week 

Effective first Cull pay after March 12, 2005 S3551week 

DTP012199 

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 2 of 9 Pg ID 5277
/' 

. . 

Pensions: 

•• 

Defined Benefit PlanRSP· 

Effective Apdll. 2001 $29.50 per Month per Year of Service 

Effective Aprill, 2002 530.50 per Montb per Year of Service 

Effective Aprill, 2003 531.50 per Month 'per Year of Service 

Deferred Vested Benefits will be equal to basic benefit 

increases. 

Disability/Special Early RetirementEffeetive April 1, 2002 S25lRate 5725 Maximum Benefit 

Effective April 1, 2004 $26/Rate 5740 Maximum Benefit 

Effective April 1. 1005 Sl/i.50IRate $750 Maximum Benefit 

Supplemental BenefitEffective April 1, 2001 S1900 

Effective April 1, 1002 52000 

Effective April 1, 2003 52100 

Effective April 1, 2001 Transition and Bridge increased to 5550 

Effective April I, 2001 Automatic Survivor Benefit increased to 75% 

Agreed to language upon ratifiel!tion that allows for a two-week grace 

period to allow an employee to work up to two weeks without 

forfeiting disability retirement. 

. .. Effective April 1, 2001 40tH Match increased to 5500 per Year 

New Investment Options for 401K available as soon as possible. 

~ 1988 employees rftalled over age 50 to I'fteive one time CRA 

adjustment ~t'N\ +; "'-"" ~ ~. ~ (:ill 

Life Insurance: "'--.01-<- "0 ~ .A-<....~ . Effeetivll April 1, 2001 5500 inullase 

Effective April 1, 2002 $500 increase 

Effective April 1. 2003 5500 increase 

Effective April 1. 2004 5500 increase 

Accidental Death and Dismemberment: 

Effective April 1. 1001 S500 increase ;; ?()OO 

Effective Aprilt. 2002 5500 increase ;l. r?90 

Effeetive April!, 1003 S500 increase .;2.9000 

Effective April!. 2004 S500 increase 01'6'30 

DTP012200 

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 3 of 9 Pg ID 5278
New lIire Agreement Insurance: 

Attached Health Care Plan 

PPO plans with progression on deductibles and stop losses. HMO win also 

be an option for all new hires. 

DTP012201 

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 4 of 9 Pg ID 5279
, . 

Mental Health 

Mental Health 

Substance 

20 vlsl\$ par YO'" and: 

40 vl8lts per IWeUme .. 

30 vlal\$ par yo.r and; 60 _ per lIfetlm •. 

DTP012202 

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 5 of 9 Pg ID 5280
, . '" . 

~I_;~"'I"""'''''''.~H' 

DTP012203 

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 6 of 9 Pg ID 5281
. '. 

DENTAUVISION 

Restorative, 

to 

are 

once every two calendar 

OentalNislon Employee Contribution 

Individual 

FamUv 

• DenlalNislon Coverage becomes _ ~Y.!1~!~~.I!1!~r.C!Q~ y!'.!t!?t ~'llp!<!.Y.!l!!!l'= _____________ • _______ _ 

EMPLOYEE LIFE INSURANCE 

Covera e while actlvel workln $15.000 

OPTIONAL DEPENDENT LIFE I 

DTP012204 

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 7 of 9 Pg ID 5282
~ounlofCOvemne 

$5 000 Il8r ellnlble d~~endenl 

$10 000 lIer eligible dllilendent 

Employee Cost 

.$2.00 

$4.00 

over a consecutive 18 

month pertoE! 

DTP012205 

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 8 of 9 Pg ID 5283
Amended r Page of Economic HighUghfs 

New rore Agreement Insurance: 

Attached Health Care Plan 

PPO plans with progression on deduetibles and stop losses. HMO will ~s~' be an option for all new hires. 

Boiler Room Fu'eman effective first full pay after 3/12101 $.50' per on eaII h~ur. 

Utility wage rate will be increased by $.49 per hOilr effective rmt ruif:p~y ai\'er 

3/12/01. 

Caneer Benefit fOI' Eligible Active Employees willlinxtended untH jliMOOii' 

Retention Bonus will be extended until 3/1212006 

DTP012206 

2:09-cv-10918-PDB-MKM Doc # 103-9 Filed 05/14/12 Pg 9 of 9 Pg ID 5284