The Stel Salaried Pensioners Organization wishes to thank The Hamilton Spectator for permission to post the following article by Reporter Naomi Powell published in the August 9, 2005 edition

 

Fix fund, Stelco told

Pension debt key to plan

By Naomi Powell
The Hamilton Spectator
(Aug 9, 2005)

The Ontario government rejects Stelco's restructuring plan and says it must do more to remedy its massive pension debt to steelworkers.

Finance Minister Greg Sorbara said the government will not give the company an exemption on its legal requirement to refinance its $1.3 billion pension deficit within five years. In a letter yesterday to chief executive officer Courtney Pratt, Sorbara said Stelco's plan is "not acceptable to us."

"We're working on two principles here," Sorbara said in an interview yesterday. "First, that a restructuring gives rise to a viable company that is competitive on the global market, and second, that the employee pension fund be properly funded."

He said Ontario is willing to make exemptions to its five-year pension solvency requirement, but only for a restructuring plan that meets both these requirements.

The letter comes at a critical time for Stelco, which is trying to rally support for its restructuring plan before submitting it to the court Sept. 9 for a vote. Without an exemption, Stelco must make pension payments of at least $320 million each year, enough to swamp the company, Pratt said.

Although the plan has yet to gain the approval of a single stakeholder, Pratt has defended it as one that balances the interests of all players.

"What this means is we have to keep working to find a plan that is acceptable to all key players," he said. "One way or another, we have to get them to agree."

Stelco's restructuring plan would handle the pension deficit by making a down payment of $200 million, paying the balance over 10 years. Five of Stelco's six locals of the United Steelworkers have shunned this plan in favour of a proposal by Tricap Management, an arm of Brascan Corp., which calls for a down payment of $500 million on the deficit, with the balance settled in six years.

The Stelco plan also asks for a 10-year freeze on pension increases, a clause both the union and Sorbara reject.

"We're not prepared to prohibit the union's right to negotiate their labour contracts," Sorbara said. "That would be like denying a union's right to strike. I think Courtney knows that's not a good precedent to set."

The province has indicated support for the Tricap proposal, but has said it will also consider any other plan that meets its criteria. Even without the province's support, Stelco could technically get its plan approved. That's because only its unsecured creditors have a vote on the plan. But pushing the plan through without the support of the government and other stakeholders would be highly unusual, said Bruce Leonard, president of the Insolvency Institute of Canada.

"What you end up with is a standoff," Leonard said. "The company emerges from protection and the government then says it must make pension payments it simply can't afford. Then it could just stumble again in six months. This really isn't the way the process should happen. It means Stelco will hobble out of bankruptcy."

On Aug. 16, the Steelworkers will seek court permission to submit the Tricap plan and to gain status as an unsecured creditor. In court documents submitted Friday, the union claims its $1.3 billion pension deficiency makes it Stelco's largest creditor. If Ontario Superior Court Justice James Farley supports the claim, the Steelworkers would wield the most powerful vote on the plan.

Sorbara would not say how much more money he expects Stelco to invest in its pension deficiency or what changes he wants made to the plan.

Asked whether the government was prepared to put money toward the pension deficit, Sorbara said, "We believe there is a sufficiently strong company here that has the capacity over the course of time to make their pension plan solvent."

Stelco's $1.3 billion pension shortfall is largely attributed to the company's decision to take advantage of the so-called "too big to fail clause," an exemption in the Pension Benefits Act brought in by the NDP government in 1992. The exemption allowed Stelco not to make certain payments into its solvency deficit since 1996. A solvency deficit is the amount of money the company would need to meet all pension obligations if it went bankrupt.

The provincial government has said it will not allow the company to continue under the clause once it emerges from bankruptcy protection.

Shares in Stelco fell five cents, nearly 6 per cent, to close at 79 cents on the Toronto Stock Exchange.

npowell@thespec.com

905-526-4620

With files from The Canadian Press