Tuesday, February 3, 2026

Frequently Asked Questions


Health Care

Q. How do I add a new child or spouse as a dependent?
A. If you acquire a new dependent from marriage, birth, adoption or placement for adoption, the dependent may become enrolled in the Plan as an eligible dependent if the Benefit Office is notified in writing within 30 days from the date of the marriage, birth, adoption or placement for adoption.

If you do not notify the Benefit Office in writing during the 30-day Special Enrollment Period, coverage for your dependent will begin when you notify the Benefit Office in writing that you have acquired a dependent from marriage, birth, adoption or placement for adoption.  However, the coverage under the Plan will only be effective from the date the Benefit Office receives your written notification, NOT from the date of marriage, birth, adoption, or placement for adoption.   

Q. What if my spouse has access to healthcare coverage through his/her employer?
A.

Your spouse must obtain single-person health care coverage if it is available through the their employer and they are a “full-time employee”.

If your spouse does not obtain the coverage when it is available from his/her employer, the coordination of benefits provisions of the Plan will apply as if your spouse had coverage from their employer.  Lack of coverage by your spouse will result in a denial of most, if not all, of the their claim when it is submitted to the Plan for payment.

Q. When do I become eligible for health benefits?
A. You will be initially eligible for benefits beginning the month following the work month in which you completed the 160th hour worked in Covered Employment during two consecutive months.
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Pension

Q. If I die before retirement, are any benefits payable?
A.

If you die with a vested benefit, but BEFORE you have received any monthly benefits from the Plan, your surviving spouse will receive a monthly payment for the rest of his/her life.  The amount of the monthly payment will be the amount your spouse would have received under the “joint and survivor” benefit (with a 50 percent survivor feature) – that Is, one-half of the amount you would have received if you were receiving the joint & 50% survivor benefit when you died.  Monthly payments to your surviving spouse will begin as of the first day of the months after you die if you were eligible for the early retirement benefit when you die.  However, if you were not eligible for the early retirement benefit when you died but you were vested, the monthly payment to your surviving spouse will begin with the month following the month in which you would have become age 55 if you had not died.  The benefit will then be paid to your surviving spouse for life.  (if your spouse dies in the meantime, no death benefit will be paid.)

Even though your surviving spouse may be eligible for monthly payments for life—either beginning immediately or on a delayed basis—your surviving spouse may instead elect in writing to receive 60 monthly payments (5 Year Certain) of the benefit you had earned when you died, or 120 monthly payments (10 Year Certain)  (reduced in amount so those payments have the same actuarial value as the 60 month payments).  If your spouse elects to receive either 60 or 120 monthly payments (5 Year or 10 Year Certain), the value of the monthly payments for life that your spouse could have chosen will be reduced by the actuarial value of the 60 or 120 payments.

If you die with a vested benefit, but before you have received any monthly benefits from the Plan, and are not married, your beneficiary may elect to receive either 60 monthly payments of the benefit you had earned when you died, or 120 monthly payments (reduced in amount so those payments have the same actuarial value as the 60 monthly payments).

Q. Will my spouse be entitled to any part of my pension upon my death after retirement? 
A.
Yes. Your Surviving Spouse is eligible for one of the following:  a 5 year certain, a 10 Year Certain, Joint and 50% Survivorship, Joint and 75% Survivorship, or Joint and 100% Survivopship of your current monthly benefit, dependent upon which Joint & Survivor option was chosen by you at the time of retirement. The benefit would be effective first of the month following the date of death.
Surviving Spouse is defined as the person to whom the participant was legally married as of the effective date of his retirement. 
Q. What is a Plan Year?
A. A Plan Year is a consecutive 12-month period running from January 1st to December 31st. The Fund uses Plan Years to determine many matters relating to the Plan.
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Retirement

Q. What types of benefits are available? 
A.

There are four types of benefits; Single Life Annuity, 50% Joint and Survivorship Annuity, 75% Joint and Survivorship Annuity, Single Lump-Sum Distribution, and Single Lump-Sum Rollover.

Note: A Participant may choose a combination of a partial rollover, partial distribution.  

Q. How can I decide which funds to invest in?
A.
The principal source of information on each investment option is its prospectus. A prospectus is a document which the mutual fund is required by the Securities and Exchange Commission to produce each year and which contains detailed information on investing style, past performance, fees assets under investment, as well as other information.
For information related to retirement planning or investment allocations, please contact Fidelity at 1-866-848-6466.
Q. How will my contributions be invested?
A. The Retirement Plan is a “section 404 (c) plan,” the money in your account will be invested according to your instructions. The Board of Trustees, with the assistance of its professional advisors, has designed a program allowing you to decide how your contributions in the Plan are invested. There are three general categories of investments that comprise the self-directed investment program: Managed Lifestyle Portfolios, Publicly Traded Mutual Funds, and Self-Directed Sub Accounts.  These options are described in more detail in the Summary Plan Description beginning on page 13.
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