SFGate: Pension agency says United acted illegally/Carrier halting retirement contributions

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Tuesday, July 27, 2004 (SF Chronicle)
Pension agency says United acted illegally/Carrier halting retirement contr=
ibutions
Mary Williams Walsh, New York Times


   The federal government said Monday that United Airlines acted illegally =
in
halting contributions to its pension plans and gave the airline until
Thursday either to explain how it would revive the plans or acknowledge
that it was abandoning them.
   The Pension Benefit Guaranty Corp. took the unusual step of setting a
deadline and making it public because of the extraordinary size of the
pension funds at stake. United's four largest pension funds have a total
of about $7.5 billion less than the amount they need to pay all promised
benefits, according to a government estimate. The pension agency has
calculated that it would be liable for about $5 billion of that should
United default on all four of the plans. Certain airline employees would
bear the rest of the losses as reductions in their benefits.
   Losses on that scale would eclipse the current record, set by Bethlehem
Steel's pension fund in 2002. When the government took over Bethlehem's
failed pension plan, it incurred losses of about $3.6 billion. Thousands
of retired steelworkers also experienced reductions in their benefits,
totaling about $500 million.
   Employees of United have been expressing concerns about their pension
plans since mid-July, when the airline missed $72.4 million in mandatory
contributions. Their worries intensified on Friday, when United disclosed
that it had amended its agreements with the lenders who are financing its
operations under bankruptcy protection and that those amendments
effectively prohibited it from making any more pension contributions.
   It is all but unheard of for a troubled company to cease making pension
contributions while in bankruptcy, then revive the plan later.
   When a company shuts down a pension plan, it is required to give employe=
es
and the federal government 60 days' notice. So far, however, United has
said only that it is researching its options and trying to determine
whether it can emerge from bankruptcy without terminating one or more of
the plans.
   In a letter to United's chief executive, Glenn Tilton, the pension agency
warned that keeping the plans alive without contributing to them
"increases the risk of loss to plan participants and to the federal
pension insurance program." The prospective unfunded obligations rise
because the employees continue to build up their benefits, even though the
company has stopped setting aside the money to pay them.
   "The interests of plan participants are best served" by keeping the
pension plans going, wrote Bradley Belt, the pension agency's executive
director. "Therefore, the PBGC would like specific information regarding
how UAL intends to close the growing funding gap in these plans." UAL
Corp. is the airline's parent.
   United is scheduled to pay more than $4 billion into the four plans in t=
he
coming years.
   "Please provide a detailed explanation of how the company's business plan
will enable it to meet these obligations," Belt wrote. "On the other hand,
if UAL intends to terminate any of its defined benefit pension plans, the
PBGC and plan participants should be made aware of that fact as soon as
possible."
   Belt said that representatives of United are scheduled to meet with the
pension agency on Thursday and that the matter should be addressed then.
   A spokeswoman for United said the airline's board is scheduled to meet
Thursday and that United therefore might not be able to send the
appropriate people to the pension meeting on that day. She said United
would try to reschedule the pension meeting. ------------------------------=
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Copyright 2004 SF Chronicle

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