BOARD OF TRUSTEES
Union Trustees
Employer Trustees
William J. Boarman, Chairman
Theodore R. Rilea, Jr. , Secretary
Robert C. Maida, Jr.
James W. Artz
Arthur DeIanni
Daniel J. Farberman
PLAN OFFICE STAFF BY DEPARTMENT (with years of experience)
John Foss, Plan Administrator/Financial Controller (1993 - present) - Duties include:
Background:
- Reporting to Board of Trustees
- Supervising all operations of the Plan Office
- Monitoring investment performance, custody and cash management
- Overseeing accounting, financial reporting, budgeting, internal controls and regulatory compliance
- Promoting Plan to new groups: point of contact for contributing employers and local unions
Deloitte & Touche - Audit Manager (Colorado Springs 1979 - 1985, South Africa 1986 - 1987 and
New Zealand 1989 - 1990)
Bowl of Gold Resorts - Financial Controller, 1992
Licensed as a Certified Public Accountant, 1979 (inactive)
B.S. Degree in Accounting (Summa Cum Laude), University of North Dakota, 1978Member Services: Duties include answering phone inquiries, paying withdrawal benefits, records imaging,
coordinating mail distribution to participants
Carol A. (36 years)
Rene (26 years)Benefit Computations: Duties include providing pension estimates, calculating pension benefits and
recomputations including monthly disability benefits, administering merged plans
Carol H. (36 years)
Mary (29 years)Benefit Correspondence: Duties include calculating death benefits and disability lump sum benefits,
maintaining beneficiary designation records, providing pension verifications
Linda (32 years)
Joyce (25 years)Benefit Consultant: Duties include responding to divorce inquiries, administering Qualified Domestic
Relations Orders, processing Appeals of benefit denials, recertifying entitlement to disability pension
Carol V. (37 years)Accounting: Duties include handling all Plan accounting, maintenance of tax records and distribution of
tax forms, coordinating direct deposit of pensions, replacing lost pension checks
Lori (27 years)
Cindy (24 years)Employer Reports: Duties include distribution of employer forms, checking and posting monthly contributions,
maintaining participant and employer contribution records
Marsha (34 years)
Ruth (21 years)IT & Data Processing: Duties include programming and maintaining computer operations, processing monthly
pension payments and annual tax forms, preparing data for actuaries
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