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Your Future.

You’ve already worked hard to earn your pension – you shouldn’t have to work harder to understand your benefits.

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Here to Help.

The Plan is here to make it easy for you, whether you’re on your way to retirement or you’re already receiving benefits.

The information you need.

Below you’ll find important documents here related to your pension benefits. However, to verify your eligibility or for specific information related, you’ll need to contact the Plan by phone or email. That personal connection will help us better serve you.

 
 

Contact Us

7250 Poe Ave., Ste 300
Dayton, Oh 45414

Phone: 800-433-1204
Fax: (937) 641-0632

pension@ufcwbenefitplan.com

Plan Documents

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Summary Plan Description

for UFCW Heartland Pension Fund


Important Forms

 

Address Change Form

Please use this to notify the Plan of updates to your name, address or retirement status.

 

Direct Deposit Form

Use this form to receive your pension payment faster – direct deposit is absolutely free.

 
 

Tax Form W-4P for 2024

Withholding Certificate for Pension or Annuity Payments.

 

Employee’s Withholding Exemption Certificate

Tax form IT 4 for the state of Ohio.

Board of Trustees

Company Trustees

Michael Needler Jr. - Fresh Encounter
Tiffany Riker - Fresh Encounter

 

Labor Trustees

Scott Kesler - UFCW Union, Local 75
Bryon O’Neal - UFCW Union, Local 75

Pension Staff

Shari Lewis – Senior Director of Pension Operations
Angela Stastny – Pension Assistant