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Please choose a Plan whose contact/trust information you would like to view: Health & Welfare Trust , Defined Benefit Plan, Defined Contribution Plan.
Health & Welfare Trust
| Name of Plan: |
The name of this Plan is The San Francisco Electrical Workers Health & Welfare Trust. |
| Type of Plan: |
This is a health care plan, providing the following kinds of benefits: Medical, Dental, Vision and Death Benefits. |
| Plan Administrator: |
The official Plan Administrator is the Joint Board of Trustees, half of whom are union representatives and half of whom are employer representatives. |
| Phone: |
(415) 263-3670 |
| Address: |
720 Market Street, Suite 700
San Francisco, CA 94102
(415) 263-3670 |
| Trustees |
LABOR TRUSTEES
John O’Rourke
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
Terrence McKenna
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
Kevin Hughes
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
Alternate:
Jeff Hawthorne
55 Fillmore Street
San Francisco, CA 94117 |
MANAGEMENT TRUSTEES
Thomas Coleman
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Leonard Lynch
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
James Reed
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Alternate:
Ernie Ulibarri
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
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Plan Manager
Judith Fisher
EISB, Inc.
720 Market Street, Suite 700
San Francisco, CA 94102
Ph: (415) 263-3670
Fax: (415) 263-3672
| Consultant
Sid Kaufmann
Kaufmann & Goble Associates
10 Almaden Blvd
San Jose, CA 95113 |
Auditor
Jeff Goss
Miller, Kaplan, Arase & Co.
4123 Lankershim Blvd
North Hollywood CA 91602
| Investment Manager
Ken Olivier
Dodge & Cox, Inc.
555 California St., 40th Fl.
San Francisco, CA 94104 |
Legal Counsel
David F. Crutcher
Attorney at Law
1000 4th St., Suite 390
San Rafael, CA 94901 |
Legal Counsel
Peter W. Saltzman
Leonard Carder, LLP
1330 Broadway, Suite 1450
Oakland, CA 94612 |
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Defined Benefit Plan
| Name of Plan: |
The name of the Plan is the Northern California Electrical Workers Pension Plan. |
| Plan Administrators: |
The Board of Trustees of the Pension Plan is the Plan Administrator of the Plan. The Board is responsible for ensuring that information regarding the Plan is reported to governmental agencies and disclosed to the Plan Participants and beneficiaries in accordance with the requirements of ERISA. |
| Agent for the Service of Legal Process: |
Electrical Industry Service Bureau (EISB)
c/o Judith Fisher
Northern California Electrical Worker Pension Plan |
| Address: |
720 Market Street, Suite 700
San Francisco, CA 94102
(415) 263-3670 |
| Trustees: |
LABOR TRUSTEES
John J. O’Rourke
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
Terrence McKenna
IBEW Local 6
55 Fillmore Street
San Francisco, Ca 94117
Frank O’Rourke
IBEW Local 6
55 Fillmore Street
San Francisco, Ca 94117
Alternate:
Matt Bamberger
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117 |
MANAGEMENT TRUSTEES
Thomas Coleman
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
James Young
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Kenneth Paganini
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Alternate:
Nick Dutto
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
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Legal Counsel
John L. Anderson, Esq.
Neyhart, Anderson, et al
44 Montgomery St. Suite 2080
San Francisco, CA 94104
Co-Counsel
David F. Crutcher
1000 4th St., Suite 390
San Rafael, CA 94901
Co-Counsel
Peter W. Saltzman
Leonard Carder, LLP
1330 Broadway, Suite 1450
Oakland, CA 94612
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Actuarial Consultant
Greg Pastino
The Hay Group, Inc.
Wanamaker Building, 11th Fl.
100 Penn Square East
Philadelphia, PA 19107
Plan Manager
Judith Fisher
EISB, Inc.
720 Market St., Suite 700
San Francisco, CA 94102
Ph: (415) 263-3670
Fax: (415) 263-3672
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Investment Consultant
Michael Ashman
Alan D. Biller & Associates, Inc.
535 Middlefield Rd., Suite 230
Menlo Park, CA 94025
Auditor
Jeffrey Goss
Miller, Kaplan, Arase & Co.
4123 LanKershim Blvd.
North Hollywood, CA 91602
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Defined Contribution Plan
| Name and Type of Plan: |
The name of the Plan is the San Francisco Electrical Workers Retirement Savings Plan. The Plan is a profit sharing plan exempt from income tax under Section 401(a) of the Internal Revenue Code. In addition, the Plan contains a "cash or deferred arrangement" (CODA authorized under Section 401(k) of the Internal Revenue Code.
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| Plan Administrators: |
The Board of Trustees is the Plan Administrator of the Plan. The Board is responsible for ensuring that information regarding the Plan is reported to governmental agencies and disclosed to Plan Participants and beneficiaries in accordance with ERISA.
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| Agent for the Service of Legal Process: |
E.I.S.B.
c/o Judith Fisher
Northern California Electrical Worker Pension Plan
Service of legal process may also be made upon the Plan's legal counsel, a Plan Trustee, or the Board of Trustees, at the addresses listed below. |
| Address: |
720 Market Street, Suite 700
San Francisco, CA 94102
(415) 263-3670 |
| Trustees: |
LABOR TRUSTEES
John J. O’Rourke
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
Terrence McKenna
IBEW Local 6
55 Fillmore Street
San Francisco, Ca 94117
Frank O’Rourke
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
Alternate:
Matt Bamberger
IBEW Local 6
55 Fillmore Street
San Francisco, CA 94117
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MANAGEMENT TRUSTEES
Thomas Coleman
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
James Young
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Kenneth Paganini
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
Alternate:
Nick Dutto
SFECA, Inc.
555 Gough Street
San Francisco, CA 94102
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Legal Counsel
John L. Anderson, Esq.
Neyhart, Anderson, et al
44 Montgomery St. Suite 2080
San Francisco, CA 94104
Legal Counsel
David F. Crutcher
1000 4th St., Suite 390
San Rafael, CA 94901
Legal Counsel
Peter W. Saltzman
Leonard Carder, LLP
1330 Broadway, Suite 1450
Oakland, CA 94612
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Actuarial Consultant
Greg Pastino
The Hay Group, Inc.
Wanamaker Building, 11th Fl.
100 Penn Square East
Philadelphia, PA 19107
Plan Manager
Judith Fisher
EISB, Inc.
720 Market St., Suite 700
San Francisco, CA 94102
Ph: (415) 263-3670
Fax: (415) 263-3672
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Investment Consultant
Michael Ashman
Alan D. Biller & Associates, Inc.
535 Middlefield Rd., Suite 230
Menlo Park, CA 94025
Auditor
Jeffrey Goss
Miller, Kaplan, Arase & Co.
4123 LanKershim Blvd.
North Hollywood, CA 91602
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