Annuity/401k Plan

Members: Annuity/401k Plan

Current Documents

 
  • 11/2017
    Summary Annual Report This is a summary of the annual report for the Elevator Constructors Annuity and 401(k) Retirement Plan, EIN 52-2125995, Plan No. 001.
  • 09/2016
    Summary Plan Description The National Elevator Industry Benefit Plan Annuity and 401(k) Retirement Plan.
  • 11/2010
    Summary of Material Modifications – 11/2010
  • 01/2015
    IRS Filing Notice to Interest Parties An application is to be made to the Internal Revenue Service for an advance determination on the qualification of the following employee pension benefit plan:
  • 12/2014
    General Form – Beneficiary Form Designate or update beneficiaries
  • 07/2009
    Important Contact Information for the Elevator Constructors Annuity & 401(k) Retirement Plan In order to provide you with the highest level of service and to minimize the response time for issue resolution, attention to the specific functional responsibilities of these contacts is greatly appreciated.
  • 01/2011
    Separation from Service Effective immediately, the Trustees of the Elevator Constructors Annuity and 401(k) Retirement Plan have amended the Plan to allow Participants who have separated from service (are out of work) for three consecutive full months to withdraw funds from their 401(k) salary deferral accounts.
  • 01/2011
    Hardship Withdrawals Important guidelines pertaining to the Hardship Withdrawl distribution option.
  • 04/2007
    MassMutual Financial Group Mailing The Elevator Constructors 401(k) and Annuity Retirement Plan Board of Trustees routinely reviews the plan features and investments of The Elevator Constructors Annuity and 401(k) Retirement Plan in order to provide you with a Plan that plays an important role in helping you save for retirement.
  • 01/2011
    Distribution Options Chart Important information regarding the distribution rules of the Elevator Constructors Annuity and 401(k) Retirement Plan.

Older Documents

 
  • 06/2012
    Authorization Form – Protected Health Information
  • 11/2008
    Summary Plan Description The National Elevator Industry Benefit Plan Annuity and 401(k) Retirement Plan.
  • 11/2007
    Summary of Material Modifications Important revisions to the National Elevator Industry Annuity and 401(k) Retirement Plan.
  • 03/2004
    Notice on Janus and MFS Mutual Fund Investigations The Elevator Constructors Annuity and 401(k) Retirement Fund offers participants the ability to select investment options for the 401(k) elective contributions they choose to defer from their wages into their 401(k) Plan accounts.
  • 11/2017
    Summary Annual Report This is a summary of the annual report for the Elevator Constructors Annuity and 401(k) Retirement Plan, EIN 52-2125995, Plan No. 001.
  • 09/2016
    Summary Plan Description The National Elevator Industry Benefit Plan Annuity and 401(k) Retirement Plan.
  • 11/2010
    Summary of Material Modifications – 11/2010
  • 01/2015
    IRS Filing Notice to Interest Parties An application is to be made to the Internal Revenue Service for an advance determination on the qualification of the following employee pension benefit plan:
  • 12/2014
    General Form – Beneficiary Form Designate or update beneficiaries
  • 07/2009
    Important Contact Information for the Elevator Constructors Annuity & 401(k) Retirement Plan In order to provide you with the highest level of service and to minimize the response time for issue resolution, attention to the specific functional responsibilities of these contacts is greatly appreciated.
  • 01/2011
    Separation from Service Effective immediately, the Trustees of the Elevator Constructors Annuity and 401(k) Retirement Plan have amended the Plan to allow Participants who have separated from service (are out of work) for three consecutive full months to withdraw funds from their 401(k) salary deferral accounts.
  • 01/2011
    Hardship Withdrawals Important guidelines pertaining to the Hardship Withdrawl distribution option.
  • 04/2007
    MassMutual Financial Group Mailing The Elevator Constructors 401(k) and Annuity Retirement Plan Board of Trustees routinely reviews the plan features and investments of The Elevator Constructors Annuity and 401(k) Retirement Plan in order to provide you with a Plan that plays an important role in helping you save for retirement.
  • 01/2011
    Distribution Options Chart Important information regarding the distribution rules of the Elevator Constructors Annuity and 401(k) Retirement Plan.
  • 06/2012
    Authorization Form – Protected Health Information
  • 11/2008
    Summary Plan Description The National Elevator Industry Benefit Plan Annuity and 401(k) Retirement Plan.
  • 11/2007
    Summary of Material Modifications Important revisions to the National Elevator Industry Annuity and 401(k) Retirement Plan.
  • 03/2004
    Notice on Janus and MFS Mutual Fund Investigations The Elevator Constructors Annuity and 401(k) Retirement Fund offers participants the ability to select investment options for the 401(k) elective contributions they choose to defer from their wages into their 401(k) Plan accounts.