This page includes the documents that pertain to the National Pension Plan. Click the document titles in the table below to review or download copies.
- IAM National Pension Plan Summary Plan Description
IAM National Pension Plan Summary Plan Description (SPD) (PDF)
The Board of Trustees are pleased to present you with the 2023 Summary Plan Description (SPD) summarizing the IAM National Pension Fund’s Plan document. This SPD incorporates all amendments to the Plan through October 31, 2022, including the amendments made under the Rehabilitation Plan that the Board adopted in 2019 to improve the Plan’s funding status for the longterm benefit of participants and beneficiaries. This SPD generally applies to participants who apply for benefits on or after January 1, 2023. Participants who apply for benefits before that date should refer to the 2017 SPD (and any summaries of material modification to the 2017 SPD). We hope this summary will be of assistance to you and your family in understanding the Plan. We believe that this SPD accurately reflects the Fund. Please remember, though, that the text of the Plan itself, as interpreted by the Board of Trustees, represents the final authority in all cases.
- Descripción Resumida del Plan de 2023 del Plan Nacional de Pensiones en Español
Descripción Resumida del Plan de 2023 del Plan Nacional de Pensiones en Español
Este documento describe los beneficios proporcionados a través del plan de pensiones. También se describen las normas del plan de elegibilidad y los derechos de los participantes en el plan.
- Trust Agreement
This is the official, legal trust document for the IAM National Pension Fund.
- Excerpt of National Pension Plan Form 5500
Excerpt of National Pension Plan Form 5500 (login required)
The plan is required to file an annual report, through Form 5500, which includes the number of individuals receiving benefits through the plan and information about the plan's financial condition.
- Standard Contract Language (SCL)
Standard Contract Language (SCL)
The bargaining parties that participate in the National Pension Fund ("the Plan") must agree to the Plan's Standard Contract Language (SCL). This document sets forth the basis for participation in and contributions to the Plan.