Plan Documents

Health Plan

Plan Summaries

National Elevator Industry Health Benefit Plan Summary Plan Description (SPD)
Summary of Benefits and Coverage – Medicare Retiree Plan 1/2016
Summary of Benefits and Coverage – Health Benefit Plan 1/2016

Important Updates to the Health Benefit Plan

Summary of Material Modifications 10/2020
Summary of Material Modifications 5/2020
Summary of Material Modifications 3/2020
Summary of Material Modifications 12/2019
Summary Annual Report 11/2019
Summary of Material Modifications 5/2019
Summary Of Material Modifications 6/2018
Summary Of Material Modifications 3/2018
Summary Of Material Modifications 2/2018
Preferred Drug List Exclusions 2020
Summary of Material Modifications 10/2016
Summary Of Material Modifications 12/2015

Pension Plan

Plan Summaries

National Elevator Industry Pension Plan Summary Plan Description (SPD)

Important Updates to the Pension Plan

Pension Plan Summary Report 2018
Annual Funding Notice 10/2020
Summary of Material Modifications 12/2019
Summary of Material Modification 7/2019
Summary of Material Modification 2/2018
Summary Of Material Modifications 1/2016
Summary Of Material Modifications 5/2015
Summary of Material Modifications 7/2014
Summary of Material Modifications 5/2009

Annuity Plan

Plan Summaries

Annuity & 401(k) Plan Summary Plan Description (SPD)

Important Updates to the Annuity Plan

Summary of Material Modifications 9/2020: Emergency Coronavirus-Related Distribution Program
Summary of Material Modifications 6/2020: Emergency Coronavirus-Related Distribution Program
Summary of Material Modifications 9/2019
Summary of Material Modifications 6/2019
Summary Annual Report 11/2019

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Contacts

Important phone numbers and websites

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This website provides an overview of benefits for eligible members of National Elevator Industry Benefit Plans. Refer to the Summary Plan Description (SPD) or plan contract/certificate and plan amendments for a full description of benefits. If there is a discrepancy between the information provided on this website and the official plan documents, the information provided in the official plan documents will govern.