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Your Future.

You’ve already worked hard to earn your pension – you shouldn’t have to work harder to understand your benefits.

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Here to Help.

The Plan is here to make it easy for you, whether you’re on your way to retirement or you’re already receiving benefits.

 

The information you need.

Below you’ll find important documents here related to your pension benefits. However, to verify your eligibility or for specific information related, you’ll need to contact the Plan by phone or email. That personal connection will help us better serve you.

 

Legal Notifications

 

Contact Us

7250 Poe Ave., Ste 300
Dayton, Oh 45414

Phone: 800-433-1204
Fax: (937) 641-0632

pension@ufcwbenefitplan.com

Plan Documents

 
 

Summary Plan Description

for Class 1059 Participants

 
 

Summary Plan Description

for Class 75 Participants

 

Summary Material Modification

for Class 75 and Class 1059 Participants

Important Forms

 
 

Address Change Form

Please use this to notify the Plan of updates to your name, address or retirement status.

 
 

Direct Deposit Form

Use this form to receive your pension payment faster – direct deposit is absolutely free.

 
 

Tax Form W-4P for 2024

Withholding Certificate for Pension or Annuity Payments.

 
 

Employee’s Withholding Exemption Certificate

Tax form IT 4 for the state of Ohio.

 Board of Trustees

Company Trustees

Thomas Guz – CVS Health
Jason Ross – CVS Health

Labor Trustees

Paul Smithberger – UFCW Union, Local 1059
Karen Brown – UFCW Union, Local 75

 

Pension Staff

Shari Lewis – Senior Director of Pension Operations
Angela Stastny – Pension Assistant