SECTION 7. IDENTIFICATION

AND BACKGROUND INFORMATION ON THE PLAN

The application must include the following identification and background information:

.01 Plan sponsor . Name, contact information (for example, address, telephone number, email address and fax number) and employer identification number (EIN) of the plan sponsor. .02 Plan identification . Name of the plan, plan number and plan EIN (if different from the plan sponsor EIN) for which the application is submitted. .03 Retiree representative . If applicable, name and contact information of the retiree representative for the plan described in § 432(e)(9)(B)(v). .04 Plan’s enrolled actuary . Name, enrollment number, and contact information of the plan’s enrolled actuary within the meaning of § 7701(a)(35). .05 Power of Attorney . A designation of power of attorney for each authorized representative who will represent

the plan sponsor in connection with the application. See Appendix B. .06 Plan documents . With respect to the plan document, the most recent plan document, including all amendments adopted since the last restatement ⁵ as well as the following documents related to that plan document:

(1) The most recent summary plan

description as defined under section 102 of ERISA and any subsequent summaries of material modification. (2) The most recent determination

letter issued to the plan. .07 Collective bargaining and side agreements . Excerpts from collective bargaining agreements and side agreements (such as participation agreements or reciprocity agreements) pursuant to which the plan is maintained. The plan sponsor must not submit the entire collective bargaining or side agreement. The required excerpts are:

(1) Language from any portions of a

collective bargaining agreement that are relevant to the plan or the proposed suspension, and (2) Language from any portions of a

side agreement that are relevant to the plan or the proposed suspension. .08 Annual return . Excerpts from the most recently filed Form 5500, Annual Return/Report of Employee Benefit Plan. The required excerpts are:

(1) Pages 1 and 2 of the Form 5500,

without attachments or schedules. (2) The Schedule MB, including at tachments, and (3) The Schedule R, including at tachments. .09 Rehabilitation plan . The rehabilitation plan described in § 432(e)(3) as most recently updated. If the rehabilitation plan includes more than one contribution or benefit schedule, then the application must specify the extent to which each schedule applies (either pursuant to collective bargaining or, with respect to the designated default

schedule, as imposed on an employer), expressed as a percentage of the total contributions for the most recent year for which the information is available. .10 Completed checklist . A completed checklist of information required to be included in the application. See Appendix C.