Defined Benefit Pension Plan Document

Important Note:
Notwithstanding any information in these Plan Document pages or embedded links, for retirements that are first in pay status on or after April 1, 2017, certain Defined Benefit Plan provisions are scheduled to change in accordance with the adoption of Alternative Schedules 1 or 2 under the Second Critical Status Rehabilitation Plan.

ARTICLE 14 - PRO RATA PENSIONS

14.1 Purpose. Pro Rata Pensions are provided under this Plan for Employees:

  1. Who would otherwise be ineligible for a pension because their years of employment have been divided between employment creditable under this Plan and employment creditable under another pension plan; or
  2. Whose pension would otherwise be lower because of such division of employment.

14.2 Related Plans. By resolution duly adopted, the Board of Trustees may recognize another pension plan as a Related Plan. Recognition of employment under the Related Plan, and payment of Pro Rata Pensions with respect to such employment will be governed by the reciprocity agreement between this Plan and the Related Plan, subject to the rules of this Article 14.

This section modified by: Amendment 5. View Previous Language.
14.3 Related Hours. The term "Related Hours" means hours of employment that are creditable under a Related Plan. Effective July 1, 2010, for benefits first payable prior to April 1, 2017 for the sole purpose of determining eligibility for an Early Retirement Benefit prior to age 55 with Total Credited Service of 42,500 hours under Section 3.2(b), Related Hours shall be treated as if they were Total Credited Service under this Plan only if such hours were worked prior to July 1, 2010. For benefits first payable on or after April 1, 2017, for the sole purpose of determining unreduced Early Retirement eligibility (on or after meeting the requirements, e.g. Age 56, 44,500 Covered Hours and Active Status as described in the preambles to Articles 3 and 4), Related Hours shall be treated as if they were Covered Hours under this Plan only if such hours were worked prior to July 1, 2010.


14.4 Related Credit. The term "Related Credit" means credited service, or portions thereof, creditable to an Employee under a Related Plan, recognizable by this Plan pursuant to the terms of a reciprocity agreement.

14.5 Combined Pension Credit. The term "Combined Pension Credit" means the total of an Employee's Related Credit plus the Pension Credit accumulated under this Plan (hereinafter referred to as Southern California Credit) including but not limited to the Future Service Unit requirement.

14.6 Non-Duplication. An Employee shall not receive double credit for the same period of employment.

This section modified by: Amendment 7. View Previous Language.

14.7 Eligibility for a Pro Rata Pension. An Employee who is retired shall be eligible for a Pro Rata Pension if he would be eligible for a Pension under this Plan if his Combined Pension Credit were treated as Southern California Credit.

14.7 Eligibility for a Pro Rata Pension: The Employee must have 1,500 hours of Southern California Credit. Such an Employee who is retired shall be eligible for a Pro Rata Pension if he would be eligible for a Pension under this Plan if his Combined Pension Credit were treated as Southern California Credit.

14.8 Break in Service. Related Hours shall be considered in determining whether an Employee has incurred a Divesting Service Year.

14.9 Amount of Pro Rata Pension. The monthly amount of the Pro Rata Pension payable under this Plan is determined in the same way as the Normal, Early Retirement, Disability, Vested Pension or Survivor Pension is determined, based solely on the Pension Credits earned under this Plan. The benefit unit on which a Pro Rata Pension is based may not exceed the benefit unit applicable to the Participant on his last Covered Hour under this Plan.

14.10 All provisions of this Article are subject to the limitations and restrictions of Article 17 which govern benefits first commencing on and after October 28, 2009.