Assignment no. 1

Part A

Before our first meeting on May 12, we would like you to gather the following documents related to your pension plan:

• Plan text
• Trust Agreement
• Statement of Investment Principles and Procedures (SIPP)
• Collective Agreement
• Most recent valuation report
• Most recent investment performance report

The training is a great opportunity to see the variety of pension plans that CUPE members have, and we will refer to the documents throughout the workshop.

Part B

In addition, please answer the following questions about your plan:

• What is the plan name? If your plan uses an acronym, please spell out the full name
• What is the plan type?
• Is it a single or multiple employer plan?
• How many members are in the plan?
• What percentage of the plan members are women?
• What is the dollar value of plan assets?
• Does your plan have a surplus or a deficiency and what is the amount?
• What are the employer and employee contribution rates?
• How many trustees or advisory committee members?
• How many of the trustees or committee members are women or Indigenous, Black or racialized?

We will ask you to share this research as part of your introduction on Day 1 of the training.