Plan Documents

Please contact the fund office for plan documents.

Forms

Annuity Distribution
Form

Annuity Loan
Application

Beneficiary Designation
Form

Direct Rollover
Form

Annuity Fund Summary
Plan Description

Trustees & Professionals

Trustees

Union Trustees

Thomas Ryan
Kevin O’Brien

Employer Trustees

Sam Mirian
John Valvo

Professionals

Fund Administrator: Marshall & Moss Administrative Services, Inc.
Fund Counsel: Barnes, Iaccarino & Shepherd LLP
Fund Accountant: Gould, Kobrick & Schlapp, P.C.
Fund Consultant & Actuary: Segal Company

Contact

Boilermakers Local 5 Benefit Funds
1400 Old Country Road
Suite 406
Westbury, NY 11590
Phone: 516-333-5184