Administrative Information
Plan Name
United Food and Commercial Workers Union and Participating Food Industry Employers
Tri-State Pension Fund
Plan Number: 001
Employer Identification Number: 23-6396097
Plan Sponsor
The Union and Employers contributing to the Plan are the Plan Sponsors.
You can obtain a list of the Sponsors by writing to the Fund Administrator.
Third Party Contract Administrator (Fund Administrator)
KBA74
3031B Walton Road
Plymouth Meeting, PA 19462
(610) 941-4282
Plan and Record Keeping Year
January 1 to December 31
Members of the Board of Trustees
Union
Trustees
Wendell W. Young, IV, President
UFCW Local 1776 KS
3031 A Walton Road, Suite 201
Plymouth Meeting, PA
19462-2334
Stan Zarnoch
UFCW Local 27
21 West Road, Suite 200
Baltimore, MD
21204
Marissa Farina
UFCW Local 1776 KS
3031A Walton Road, Suite 201
Plymouth Meeting, PA
19462-2334
Paul Prosser
UFCW Local 360
400 Commerce Lane & Rte. #73
West Berlin, NJ
08091-9253
Mike O'Brien
UFCW Local 360
400 Commerce Lane & Rte. #73
West Berlin, NJ
08091-9253
Mary Owens
UFCW Local 1776 KS
3031A Walton Road, Suite 201
Plymouth Meeting, PA
19462-2334
Thomas Hartle
UFCW Local 152
3120 Fire Road, Suite 201
Egg Harbor, NJ 08234
Employer Trustees
Dan Dosenbach
Vice President of Labor Relations
75 Valley Stream Parkway
Malvern, PA
19355-0710
Katlin Harkin
Manager Labor Relations
Acme Markets
75 Valley Stream Parkway
Malvern, PA
19355-0710
Scott Traeger
Associate Relations Manager
Acme Markets, Inc.
75 Valley Stream Parkway
Malvern, PA
19355-0710
Joan Williams
Director, Labor Relations
Acme Markets, Inc.
75 Valley Stream Parkway
Malvern, PA
19355-0710
Fund Professionals
Collections Counsel
Mark Belland, Esquire
Steve Bushinsky, Esquire
O’Brien, Belland & Bushinsky, LLC
509 S. Lenola Rd., Building 6
Moorestown, NJ 08057
Fund Counsel
Ronald E. Richman, Esquire
Andrew Lowy, Esquire
McDermott Will & Schulte
919 Third Avenue
New York, NY 10022
Fund Counsel
Stuart W. Davidson, Esquire
James Beall, Esquire
Willig, Williams & Davidson
1845 Walnut Street, 24th Floor
Philadelphia, PA 19103
UFCW International Representative
Al Vincent, Director
UFCW Regional 2 – Mid-Atlantic
Three Bala Plaza West, Suite 125
Bala Cynwyd, PA
19004-3481
Fund Auditor
David Ross
Alan Ross & Company, PC
Certified Public Accountants
10 Hearthstone Court
Suite 100
Reading, PA
19606
Fund Actuary
Anthony Bertolotti, EA
KBA 74 Benefits and Administration, LLC
3031B Walton Road
Plymouth Meeting, PA
19462
Bank Custodian
Clayton Robinson
Northern Trust Investments, Inc.
333 S Wabash, WB-42
Chicago, IL
60604
Special Counsel
Eric Young, Esquire
Shepherd, Finkelman, Miller & Shah, LLP
35 East State Street
Media, PA
19063
Investment Mgmt. Consult.
Jeff Herb
Scott Davis
John Jolls
Morgan Stanley Smith Barney
Consulting Group
1350 Broadcasting Road
Wyomissing, PA
19610
Proxy Voting
Tim Conway
CAPIS Global Trading Network
1700 Pacific Avenue, Suite 1100
Dallas, Texas
75201
Investment Managers
Jacob McConnell
Victory Capital Management
4900Tudham Rd., 4th Floor
Brooklyn, OH
44144
Norman FitzPatrick
Lazard Freres Asset Management
30 Rockefeller Plaza, 57th Floor
New York, NY
10020
Susan King
Loomis Sayles Co., L.P.
One Financial Center
Boston, MA 02111
Justin Moscardelli
Westfield Capital Management
One Financial Center, 24th Floor
Boston, MA
02111
John Hamblett
Cooke & Bieler
1700 Market Street, Suite 3222
Philadelphia, PA 19103
Caldwell Calame
Wedge Capital Management
301 South College Street, Suite 2920
Charlotte, NC
28202-6002
Kelly Robertson
Emerald Advisers Inc.
1703 Oregon Pike Suite 101
Lancaster, PA
17601
Richard Keenan
Hardman Johnston Global Advisors
300 Atlantic Street, Suite 601
Stamford, CT 06901
Paul G. Garbe
MFS Asset Management Group
500 Boylston Street
Boston, MA
02116
Matt Salzillo
Ryan Labs, Inc.
88 Pine Street, 32nd Floor
New York, NY
10005
Judy K. McCoy
ASB Capital Management, LLC
7501 Wisconsin Avenue, Suite 200
Bethesda, MD
20814
Gulcan Ortac
Assistant Vice President
Sentinel Real Estate Corporation
1251 Avenue of the Americas
New York, NY
10020
Amanda Macko-Graham
Boyd Watterson
1301 East 9th Street
Suite 2900
Cleveland, OH
44114
(Special Financial Assistant Money)
L. Dustin Finley
Sage Advisory Services, Ltd.
5900 Southwest Parkway, Building1
Austin, TX
78735