I was not given an Individual Benefit Statement.

[Guest Blowout]

I terminated employment on 8-4-99, the Plan Administrator passed out the Individual Benifit Statements to all the employees, but he is holding onto mine and did not mail it to me. Secondly since I worked for 7 months in 1999 am I supposed to get another Statement in the year 2000? Also when I was first eligible for the ESOP plan back in 1986 the Plan number was 002, in on May 15th 1995 a new Summary Plan Description was issued to all employees. The Plan number for that one was 001, does this mean anything to the fact that there are 2 Plans and none of the employees were informed?

[RLL]

You are entitled to receive an individual account statement for each year in which you still have an account balance under the ESOP....even if you have terminated employment. The account statement does not have to be provided automatically...but must be provided to you upon request (but not more than once per year).

With regard to the plan number, it's probably no big deal....maybe a mistake...but so what? Why get picky about the plan number? Concentrate on securing the information and benefits to which you are entitled.

If you're still having problems after requesting information, find an ERISA benefits claims lawyer or contact the nearest local or area office of the Pension and Welfare Benefits Administration of the U.S. Department of Labor.