Annuity Fund

The Joint Annuity Plan was established as the result of collective bargaining agreements between certain employers and Local Union 164. It covers employees of these employers who are obligated to make contributions to the Plan under those agreements. Use the links below to view documents for the Joint Annuity Fund.

Prudential Log-In Page

https://www.prudential.com/login/

Summary Plan Description

Click Here to download the Annuity Fund Summary Plan Description.  Printed 2011

Summary of Material Modification Letters

• There are none at this time.

Annuity Forms

• Distribution 
• Hardship Withdrawal
• Direct Deposit
• Tax Document
• Beneficiary Form
• New Tax Forms - W-4P - for Monthly Installment Deductions
  
• New Tax Forms - W4-R - for all other withdrawals/Rollovers

Trustees

Union Trustees
Michael Claus
Daniel Gumble
James McManus
Val McHale

Employer Trustees
Cheryl Adelung
Victor Daidone
Jim Estabrook
Dan Kelly

3rd Party Administrator
Fabian and Byrn LLC
425 Eagle Rock Ave., Suite 105
Roseland, NJ 07068
(877) 228-4202

Legal Counsel
Zazzali, Fagella, Nowak, Kleinbaum, and Friedman

Co-Counsel
Tobia & Lovelace, Esqs. 

Accountants
MSPC

Actuaries and Consultants
Summit Actuarial Services

Investment Consultants
MPC Capital Advisers LLC 

Advisers to the Trustees
Tom Sullivan