Identifying the Plan

The full, official name of the Plan is "The Metal Trades Branch Local 638 Pension Fund", but the Plan is also known as the "Pension Plan" or "Pension Fund". In this booklet, the Pension Plan will be called the "Plan".

Name, Address and Telephone Number of the Board of Trustees which administers the Plan:

Board of Trustees

The Metal Trades Branch Local 638 Pension Plan
5 Penn Plaza
New York, NY 10001-1887
(212) 465-8888

E-mail Address: Fundoffice@steamny.com

The Trustees as of March 2008 are: Kevin Connolly Richard Roberts, Jerome Morreale, Marc Newman, Donald J. Steffen and John J. Torpey.

The Board of Trustees has appointed Kevin J. Driscoll to manage day-to-day Plan operations. He is referred to as the Plan Administrator.

Employer Identification Number of the Board of Trustees:

13-2541630

Plan Number:

001

Type of Plan:

Defined Benefit

Plan Year Ends:

June 30

Type of Administration:

Trustee Administration

Agent for Service of Legal Process:

Kevin J. Driscoll, Administrator

The Metal Trades Branch Local 638 Pension Fund
5 Penn Plaza New York, NY 10001-1887
(212) 465-8888

E-mail Address: Fundoffice@steamny.com

Service of legal process may also be made on any of the Trustees.

Name and Address of Trustees:

Employee Trustees
John J. Torpey
Kevin Connolly
Richard Roberts

Enterprise Association Metal Trades Branch,
Local Union 638
|32-32 48th Avenue
Long Island City, NY 11101-2416

Employer Trustees
Jerome Morreale
Marc Newman
Donald J. Steffen

Mechanical Contractors Association of New York, Inc. 44 West 28th Street New York, NY 10001-4212

Collective Bargaining Agreements & Contributions:

Parties to the collective bargaining agreement relating to the Plan are the Union, known as the Enterprise Association Metal Trades Branch Local Union 638 and the Service Contractors Division of the Mechanical Contractors Association of New York, representing its’ affiliated employers and other independent employers who are not members of the association, but have collective bargaining agreements with the Union and perform work under the jurisdiction of the Union. A complete list of contributing Employers may be obtained by writing to the Fund Administrator and may be examined at the Fund Office and Union Office. The Fund can also advise if a particular employer contributes to the Plan.

The hourly contribution rates vary depending on the Collective Bargaining Agreement in effect. Check with the Union or your employer to find out the hourly rate of contribution to the Pension Fund.