• SPD Table of Contents
  1. To All Participants and Beneficiaries
  2. About Your Plan
  3. Your Responsibilities as a Participant
  4. Funding & Participation
  5. Vacation Fund Benefits and Payment of Administrative Expenses
  6. Benefit Distributions
  7. Benefit Claims and Appeals Procedure
  8. General Matters Applicable to the Plan
  9. ERISA Information

ERISA Information

Name of Plan:

Electrical Workers General Vacation Fund

Plan Sponsor:

Board of Trustees
Electrical Workers General Vacation Fund
28600 Bella Vista Parkway Warrenville, Illinois 60555
Phone: (630) 393-1701

Sponsoring Employers and Employee Organizations:

A complete list of the Employers and Employee Organizations sponsoring this Plan may be obtained upon written request to the Fund Administration Office. This information will include the names and address of these employers and employee organizations, as well as information concerning whether a particular employer or employee organization sponsors or contributes to the Plan. This information is also available for examination by participants and beneficiaries at the Fund Office, as required by §§ 2520.104b-1 and 2520.104b-30.

Name and Address of Union:

International Brotherhood of Electrical Workers
Local Union No. 701
28600 Bella Vista Parkway, Suite 1000
Warrenville, IL 60555

Name and Address of Employer Association:

Northeastern Illinois Chapter
National Electrical Contractors Association
31W007 North Avenue, Suite 100
West Chicago, IL 60185

Employer Identification Number (EIN): 36-2942688

Plan Number: 502

Type of Plan:

The Electrical Workers General Vacation Fund is an employee welfare plan providing vacation benefits.

Type of Plan Administration:

The Plan is administered and maintained by the joint Board of Trustees of the Electrical Workers General Vacation Fund. Address all communications to the Board of Trustees at:

Board of Trustees
Electrical Workers General Vacation Fund
28600 Bella Vista Parkway Warrenville, Illinois 60555
Phone: (630) 393-1701

Agent for Service of Legal Process:

Ms. Catherine Wenskus
Administrative Manager
Electrical Workers General Vacation Fund
28600 Bella Vista Parkway
Warrenville, Illinois 60555

Service of legal process may also be made upon any Plan Trustee.

Collective Bargaining Agreement:

The Vacation Fund is maintained pursuant to collective bargaining agreements between International Brotherhood of Electrical Workers, Local Union No. 701 and various participating Employers. You may obtain copies of the collective bargaining agreements by writing to the Plan Administrative Manager or the local union. If you wish, you may examine the agreements at the Fund Administration Office, as required by §§ 2520.104b-1 and 2520.104b-30.

Source(s) of Contributions:

The Fund is funded through contributions made by the Employers on behalf of their Employees pursuant to the terms of the collective bargaining agreement or other written agreements and by investment income earned on a portion of the Fund's assets. The contributions made to the Fund are generally taxed to the Employee during the year contributions are made to the Fund.

Funding Medium for the Accumulation of Plan Assets:

Assets are accumulated in and benefits provided by the Vacation Fund Trust. The Trust is in custody at U.S. Bank. Undistributed Vacation Fund Trust assets are invested in investments elected by the Board of Trustees.

Plan Fiscal Year:

The Plan's fiscal year begins on June 1st of each year and ends on May 31st of the following year.

Fund Counsel:
Arnold and Kadjan
203 N. LaSalle Street, Suite 1650
Chicago, IL 60601
(312) 236-0415

Names and Addresses of Board of Trustees:

PARTICIPANT RIGHTS

As a participant in the Electrical Workers General Vacation Fund you are entitled to certain rights and protections under the Employee Retirement Income Security Act of 1974 (ERISA). ERISA provides that all Plan participants shall be entitled to:

Receive Information About Your Plan and Benefits

Examine, without charge, at the Plan Administrator’s office and at other specified locations, such as worksites and union halls, all documents governing the Plan, including insurance contracts and collective bargaining agreements, and a copy of the latest annual report (Form 5500 Series) filed by the Plan with the U.S. Department of Labor and available at the Public Disclosure Room of the Employee Benefits Security Administration.

Obtain, upon written request to the Plan Administrator, copies of documents governing the operation of the Plan, including insurance contracts and collective bargaining agreements, and copies of the latest annual report (Form 5500 Series) and updated Summary Plan Description. The Administrator may make a reasonable charge for the copies.

Receive a summary of the Plan’s annual financial report. The Plan Administrator is required by the law to furnish each participant with a copy of this summary annual report.

Prudent Actions by Plan Fiduciaries

In addition to creating rights for Plan participants ERISA imposes duties upon the people who are responsible for the operation of the employee benefit plan. The people who operate your Plan, called “fiduciaries” of the Plan, have a duty to do so prudently and in the interest of you and other Plan participants and beneficiaries. No one, including your employer, your union, or any other person, may fire you or otherwise discriminate against you in any way to prevent you from obtaining a welfare benefit or exercising your rights under ERISA.

Enforce Your Rights

If your claim for a welfare benefit is denied or ignored, in whole or in part, you have a right to know why this was done, to obtain copies of documents relating to the decision without charge, and to appeal any denial, all within certain time schedules.

Under ERISA, there are steps you can take to enforce the above rights. For instance, if you request a copy of Plan documents or the latest annual report from the Plan and do not receive them within 30 days, you may file suit in a Federal court. In such a case, the court may require the Plan Administrator to provide the materials and pay you up to $110 a day until you receive the materials, unless the materials were not sent because of reasons beyond the control of the Administrator. If you have a claim for benefits which is denied or ignored, in whole or in part, you may file suit in a state or Federal court, if you disagree with the Plan’s decision or lack thereof concerning the qualified status of a domestic relations order or a medical child support order, you may file suit in Federal court. If it should happen that Plan fiduciaries misuse the Plan’s money, or if you are discriminated against for asserting your rights, you may seek assistance from the U.S. Department of Labor, or you may file suit in a Federal court. The court will decide who should pay court costs and legal fees. If you are successful, the court may order the person you have sued to pay these costs and fees. If you lose, the court may order you to pay these costs and fees, for example, if it finds your claim is frivolous.

Assistance with Your Questions

If you have any questions about your Plan, you should contact the Plan Administrator. If you have any questions about this statement or about your rights under ERISA, or if you need assistance in obtaining documents from the Plan Administrator, you should contact the nearest office of the Pension and Welfare Benefits Administration, U.S. Department of Labor, listed in your telephone directory or the Division of Technical Assistance and Inquiries, Employee Benefits Security Administration, U.S. Department of Labor, 200 Constitution Avenue N.W., Washington, D.C. 20210. You may also obtain certain publications about your rights and responsibilities under ERISA by calling the publications hotline of the Employee Benefits Security Administration.

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