4 In July 2021 JADE BADER joined the Board of Trustees as an Employer Trustee for the IAM National 401(K) Fund. Jade is a former Army Officer who served two tours in Iraq and was awarded with the Bronze Star. After serving in the military, he spent 15 years in the manufacturing and sales industry before becoming the General Manager of Equipment Depot’s Chicago operations. Equipment Depot is America’s largest independently operated material handling service, sales, and rental source. His operation includes members of both the IAMAW Mechanics Union Local 701 as well as Teamsters Local 705. Jade earned his bachelor’s degree in Physics from Western Illinois University and a master’s degree in Organizational Leadership from Gonzaga. He also is a certified Project Management Professional. Jade has two daughters who keep him busy with local orchestras and travel softball. JONATHAN (JON) MASON became an Employer Trustee of the IAM National Pension Fund in August 2021. As Vice President of Human Resources at General Dynamics Bath Iron Works (BIW), Jon is responsible for the oversight and strategic leadership of all Human Resources operations on behalf of BIW’s over 7,000 employees. Prior to his current role, Jon served as Director of Human Resources at BIW for 6 years and spent 10 years in various Finance roles at BIW and at General Dynamics’ Corporate Headquarters. Jon proudly serves on the Board of Directors for Jobs for Maine’s Graduates as a Board Member and Governance Committee. In 2015, he was honored with a Gubernatorial Appointment to the Board of Directors of the Maine State Workforce Board. Jon earned his bachelor’s degree in Financial Economics from the University of Maine and his MBA from Boston University. KELVIN JONES became an Employer Trustee of the IAM National Pension Fund in September 2021. Kelvin Jones serves as the Director of Retirement Plans for United Airlines. Prior to that, Kelvin managed the retirement programs for the University of Chicago where he was responsible for six retirement plans with over eight billion in retirement assets covering over 25,000 faculty, staff, and executives. He has also served in various leadership and consulting roles with some of the largest administrators of retirement plans in the United States over the last twenty years. Kelvin is a 2011 graduate of The John Marshall Law School and holds a Master of Science in Employee Benefits. Jonathan Mason Jade Bader Kelvin Jones Introduction of New Trustees COMPLIANCE MAILINGS The following 2021 Regulatory Notices and Compliance Mailings have been sent out from the IAM Benefit Funds Office. NOTE: The IAM National Pension Fund will be referred to as NPF, and the National IAM Benefit Trust Fund will be referred to as BTF. › 2021 401(k) Qualified Default Investment Alternative/ Automatic Contribution Arrangement/2020 Fee Disclosure › 2021 Annual Statements › 2021 Annual Funding Notice › 2021 Notice of PPA Status › 2021 Summary Plan Description Dental Plan, Vision Plan, and Short-Term Disability Income Coverage › 2021 BTF Summary of Material Modifications (Plans A/A+–C) › 2021 BTF Summary Plan Description Medical Plan D2 › 2021 NPF and 401(k) Social Security Administration Letters › 2021 BTF WHCRA, NCC and MER › 2021 104(d) Notice/ Multiemployer Summary Report BENEFITS SPOTLIGHT | FALL 2021 If you did not receive a specific compliance mailing, please contact the appropriate IAM National Pension Fund/401(k) Plan Customer Service at 1-800- 424-9608 or the National IAM Benefit Trust Fund Customer Service at 1-800-457-3481.