Retiree Health Plan SPD 
 

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Section X: Summary Plan Information

The U.A. Local 447 Health and Welfare Plan is a welfare benefit plan which provides medical, dental and prescription drug benefits to retired employees. The Plan provides other benefits to active employees. Those benefits are described in a separate booklet. The Board of Trustees intends that the terms of the Plan shall be legally enforceable.

Duration of the Plan
It is intended that the Plan will continue indefinitely, but the Board of Trustees reserves the right to change and/or discontinue the Plan at any time. In addition, this Plan may terminate by agreement of the participating employers and unions or by operation of the law. If the Plan is terminated, its remaining assets after payment of all expenses will be used to continue to provide benefits for as long as the Plan assets permit, or else the assets will be transferred to a successor plan providing health care benefits. In no event will termination of the Plan result in a reversion of any assets to the contributing employers.

Plan Administrator and Sponsor
The Plan is sponsored and administered by a joint Board of Trustees composed of 14 Trustees, of whom seven are appointed by management and seven are appointed by labor. The address of the joint Board of Trustees is:

5841 Newman Court
Sacramento, California 95819
Telephone: 916-457-0821

The names and addresses of the persons who currently constitute the Board of Trustees are as follows:

Employer Trustees

Thomas McEvilly
T.M. Construction
P.O. Box 19282
Sacramento, California 95819

Larry Cook
c/o Airco Mechanical
5720 Alder Avenue
Sacramento, California 95825

Rod Lawson
c/o Lawson Mechanical
P.O. Box 15224
Sacramento, California 95851

Mark Schroeder
P.O. Box 15900
Sacramento, California 95882

Scott Strawbridge
Mechanical Contractors Assoc.
1901 Olympic Blvd, Suite 200
Walnut Creek, California 94596

Elaine J. Rose
APMC
50 Fullerton Court, Suite 100
Sacramento, California 95825

John O’Connor
c/o Luppen and Hawley
P.O. Box 2008
Sacramento, California 95820

Employee Trustees

Harry M. Rotz
5841 Newman Court
Sacramento, California 95819

Richard Bertacchi
5201 Callister Avenue
Sacramento, California 95819

William S. Haley
7589 Sycamore Drive
Citrus Heights, California 95660

Ken Boatman
5841 Newman Court
Sacramento, California 95819

Richard Pelfanio
4520 Candle Court
Elk Grove, California 95758

Ronald Morgan
1107 Kris Way
Roseville, California 95661

Robert Haley
7849 Sunrise Blvd., No. 8
Citrus Heights, California 95610


The Identification Number assigned by the Internal Revenue Service is 94-1268305 and the Plan Number is 501.

The collective bargaining agreements between U.A. Local 447 and the various employers and employer associations require each participating employer to contribute to the Plan at a specified rate per hour for hours worked in covered employment by each of their employees. Employers also may sign participation agreements providing coverage for non-bargaining unit employees and retirees. Benefits provided under this Plan are funded in part by employer contributions on behalf of their active employees and in part by retiree self-payments. Benefits provided through The Union Life Insurance Company, PacifiCare/Secure Horizons, Kaiser Permanente and Delta Dental are insured by those entities respectively.

Kaiser Permanente’s address is:

Kaiser Foundation Health Plan, Inc.
Northern California Region
1950 Franklin Street
Oakland, California 94612
(800) 464-4000





PacifiCare’s address is:

PacifiCare of California
5995 Plaza Drive, M/S CY20-220
Cypress, California 90630
(800) 624-8822

 

 

 

The Union Labor Life Insurance Company’s address is:

The Union Labor Life Insurance Co.
180 Montgomery Street, Suite 1100
San Francisco, California 94104
(415) 391-4554

 

 

 

Delta Dental’s address is:

Delta Dental Plan of California
P.O. Box 7736
San Francisco, California 94120
(415) 972-8456

 

 

 

This booklet is a summary of benefits. The Plan's contracts with insurance providers, other health service providers providing benefits under the Plan, the administrative office, plan consultant, counsel, auditor and investment manager, the Trust Agreement, collective bargaining agreements providing for contributions to the Plan, and all filings required by the state and federal governments are hereby incorporated by reference and are available for inspection by Plan participants and union or employer representatives at the administrative office upon reasonable notice.

A complete list of employers maintaining this Plan is available for examination at the administrative office or your local union office. A copy may be obtained upon written request to the administrative office. A charge may be made by the administrative office to provide you with this information.

Legal process may be served on:

Plan Administrator
5841 Newman Court
Sacramento, California 95819

 

 

Legal process also may be served on any member of the joint Board of Trustees.

Plan Year: July 1 to June 30

No health care provider is an agent or representative of the Plan or of the Board of Trustees. The Plan does not control or direct the provision of health care services/and or supplies to Plan participants and beneficiaries by anyone. The Plan makes no representation or guarantee of any kind that any provider will furnish health care services or supplies that are malpractice-free.

The foregoing statement applies to any and all health care providers, including both preferred and non-preferred providers under the terms of Plan. The statement also applies to all entities (and their agents, employees and representatives) which contract with the Plan to offer preferred provider networks, or health-related services or supplies to participants and beneficiaries.

Nothing in this Plan affects the ability of a provider to disclose alternative treatment options to a participant or beneficiary.



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