Documents
Document Name | Description | Category | Type | Download |
---|---|---|---|---|
104d Notice | Report of Summary Plan Information. | Pension Plan | Notice | |
401(k) Employer Guide | Guide for employers in the 401k. | 401K | Guide | |
401(k) Investment Education Guide | Participant guide for enrolling in the plan and managing 401(k) investment options. | 401K | Guide | |
401(k) Plan Document | Document detailing the specifics of the plan. | 401K | Plan Document | |
401(k) Trust Agreement | 401K | Plan Document | ||
401k Investment Education Guide | Guide for participants in enrolling and managing 401k investment options | 401K | Guide | |
401K QDIA Notice | Qualified Default Investment Alternative | 401K | Notice | |
401k Summary Plan Description | 401K | Plan Document | ||
Annual Funding Notice | Financial report and funding status. | Pension Plan | Notice | |
Annual Reports HRA | Summary Annual Reports (Financial) | HRA | Notices and Disclosures | |
Annual Reports PIUMPF | Financial reports prior to 2008. | Pension Plan | Notice | |
Form 5500 401(k) | Annual IRS return/report for Employee Benefit Plans | 401K | Notice | |
Form 5500 PIUMPF | Annual IRS return/report for employee benefit plans. Also includes 104d notice. | Pension Plan | Notice |
|
Guidelines to Retirement | Information for retiring and claiming pension. | Pension Plan | Guide | |
HRA Payment Dates | Calendar of scheduled payments | HRA | Notices and Disclosures | |
HRA - Notice of Non-Creditable Coverage | A notice regarding prescription drug coverage and medicare. | HRA | Notice | |
HRA 5500s | Annual IRS return/report for employee benefit plans | HRA | Notices and Disclosures | |
HRA Denial Codes | Listing of denial codes | HRA | Plan Document | |
HRA Examples of Eligible Expenses | HRA | Plan Document | ||
HRA Examples of Ineligible Expenses | HRA | Plan Document | ||
HRA Examples of Medical Expenses Requiring Diagnosis Letter | HRA | Plan Document | ||
HRA Form 990s | IRS form for annual returns | HRA | Notices and Disclosures | |
HRA Medicare Drug Coverage Disclosure | HRA | Notices and Disclosures | ||
HRA Over the Counter Drug Notice | HRA | Notices and Disclosures | ||
HRA Privacy Notice | HRA | Notices and Disclosures | ||
HRA SMMs | Summary of Materical Modifications | HRA | Notices and Disclosures | |
HRA Summary of Benefits and Coverage | HRA | Notices and Disclosures | ||
HRA Summary Plan Description | HRA | Plan Document | ||
Notice of Funding Status | Funding Status certification sent with Annual Funding Notice. | Pension Plan | Notice | |
PIUMPF Trust Agreement | Pension Plan | Plan Document | ||
Plan Document PIUMPF | Detailed document for PACE Pension plan. | Pension Plan | Plan Document | |
QDRO Procedures | Procedures and instructions | Pension Plan | Guide | |
Special Tax Notice | IRS Safe Harbor Notice | 401K | Notice | |
Special Tax Notice - Roth | 401K | Notice | ||
Summary Annual Reports 401(k) | Yearly financial statements. | 401K | Notice | |
Summary Plan Description PIUMPF | Summary of PIUMPF pension plan. | Pension Plan | Plan Document | |
Women's Health & Cancer Rights Notice | HRA | Notices and Disclosures |
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