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OPERATING ENGINEERS
TRUST FUNDS

Facts About Your Plan

In this Section:

  1. Collective Bargaining Agreements
  2. Source of Contributions
  3. Trust Fund
  4. Plan Amendment and Termination
  5. Plan Termination Insurance
  6. Source of Financing of the Plan and Identity of any Organization Through Which Benefits are Provided
  7. Fiscal Plan Year
  8. The Plan’s Requirements with Respect to Eligibility for Participation and Benefits
  9. Description of Provisions for Non-Forfeitable Pension Benefits
  10. Circumstances Resulting in Disqualification, Ineligibility, Denial, or Loss of Benefits
  11. Review Procedure

Name, Type of Administration, and Type of Plan

The name of the Plan is the Operating Engineers Pension Plan. It is a collectively bargained, joint-trusteed, labor-management trust. It is a defined benefit pension plan.

Type of Plan

The Plan is an employee benefit pension plan maintained for the purpose of providing pension benefits to participants in the Plan.

Plan Identification Numbers

The Employer Identification Number (EIN) issued by the Internal Revenue Service is 95-6032478. The Plan Number is 001.

Agent for Service of Legal Process

The name and address of the agent designated for the service of legal process is:

Joseph R. Ehrbar
Operating Engineers Funds, Inc.
100 Corson Street, Suite 100
Pasadena, CA 91103
(866) 400-5200

Legal process may also be served on a Plan Trustee.

Plan Administrator
The Board of Trustees is the Plan Administrator. This means that the Board of Trustees is responsible for seeing that information regarding the Plan is reported to government agencies and disclosed to Plan participants and beneficiaries in accordance with ERISA.

The Board of Trustees has designated the following administrative organization to perform the routine administrative functions and day-to-day business of the Plan:

Operating Engineers Funds, Inc.
100 Corson Street, Suite 100
Pasadena, CA 91103
(866) 400-5200

Board of Trustees

The Board of Trustees consists of an equal number of employer and union representatives selected by the employers and union in accordance with the provisions of the Trust Agreement. To contact the Board of Trustees, use the following address and phone number:

Operating Engineers Pension Plan
100 Corson Street, Suite 100
Pasadena, CA 91103
(866) 400-5200

Names, Titles, and Addresses of the Trustees

As of January, 2019 the Trustees of the Fund are:

Employer Trustees Union Trustees
Mike Roddy
SCCA
600 City Parkway West, Ste. 165
Orange, CA 92868
Ronald J. Sikorski, Business Manager
I.U.O.E., Local 12
150 Corson Street
Pasadena, CA 91103
Jim Ryan
AGC – San Diego
6212 Ferris Square
San Diego, CA 92121
Dan E. Hawn, President
I.U.O.E., Local 12
150 Corson Street
Pasadena, CA 91103
Michael Crawford
Sukut Construction
4010 W. Chandler
Santa Ana, CA 92704-5274
David Garbarino, Vice President
I.U.O.E., Local 12
150 Corson Street
Pasadena, CA 91103
Mike Prlich
Mike Prlich & Sons, Inc.
5103 Elton Street
Baldwin Park, CA 91706
Larry Davison
Recording-Corresponding Secretary
I.U.O.E., Local 12
150 Corson Street
Pasadena, CA 91103
Stanley Howard
Howard Contracting, Inc.
12354 Carson St.
Hawaiian Gardens, CA 90716
Shawn Kinsey, Financial Secretary
I.U.O.E., Local 12
150 Corson Street
Pasadena, CA 91103
Patrick Velasquez
NCA150
N. Durango Dr., Suite 100
Las Vegas, NV 89145
Carl Mendenhall, Treasurer
I.U.O.E., Local 12
150 Corson Street
Pasadena, CA 91103
Jaimie Angus
Griffith Company
3050 E. Birch Street
Brea, CA 92821
Dan Billy, District Representative
I.U.O.E., Local 12
150 Corson Street
Pasadena, CA 91103
Janaina Sangy
AGC
1906 W. Garvey Ave. South
West Covina, CA 91790

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