A Guide to Your Individual Account Plan

The Board of Trustees

The Board of Trustees is made up of six Trustees. Three are appointed by IBEW Local No. 26 and three are appointed by the Washington, DC Chapter of the National Electrical Contractors Association. Jointly, they determine who is eligible for benefits and what benefits are provided through the individual Account Plan.

In addition, the Board of Trustees has the discretion to interpret the terms of the Plan and to determine eligibility for benefits.

Union Trustees

Employer Trustees

Violet Carter

IBEW Local No. 26

4371 Parliament Pl.

Lanham, MD 20706

Ken Bassett

Potomac Testing, Inc.

1610 Professional Blvd., Suite A

Crofton, MD 21114

Joseph Dabbs

IBEW Local No. 26

4371 Parliament Pl.

Lanham, MD 20706

Joseph Richards

J.E. Richaerds Electric, Inc.

10401 Tucker St.

Beltsville, MD 20705

James Marx

IBEW Local No. 26

4371 Parliament Pl.

Lanham, MD 20706

William E. Briggs

W.E. Briggs, Inc.

7808 Woodrow Place

Cabin John, MD 20818

Fund Manager

Peter Klein

Investment Consultants

Segal Rogerscasey

Accountant

Sarfino and Rhoades, LLP

Fund Counsel

O’Donoghue & O’Donoghue LLP

Fund Recordkeeper

Fidelity Investments