Plan Documents
Health Plan
Plan Summaries
National Elevator Industry Health Benefit Plan Summary Plan Description (SPD)Summary of Benefits and Coverage – Medicare Retiree Plan 1/2023
Summary of Benefits and Coverage – Health Benefit Plan 1/2023
Important Updates to the Health Benefit Plan
Lyra MAP Announcement 7/2022A Guide to Your Mental Health Benefits
COVID-19 Home Test Kits 2/2022
Summary of Material Modifications 07/2021
Extended Benefit Rates Effective 7/2023
Summary of Material Modifications 12/2020
Summary Annual Report 11/2021
Preferred Drug List Exclusions 2023
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 of Material Modifications 5/2019
Summary of Material Modifications 6/2018
Summary of Material Modifications 3/2018
Summary of Material Modifications 2/2018
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
Benefit Improvements to the Plan Effective July 1, 2023Annual Funding Notice — June 30, 2022
July 2022 Benefit Improvement
Report of Summary Plan Information for the Year Ended June 30, 2022
Benefit Improvements and Plan Amendments Effective July 2021
If Your Claim is Denied (Revised 11/21)
Pension Plan Update: The Fund’s Right to Recover Benefits (Revised 11/21)
Summary of Material Modifications 12/2019
Summary of Material Modification 7/2019
Summary of Material Modification 2/2018
Summary of Material Modifications 2/2018 Updated Claims and Appeals Procedures
Summary of Material Modifications 9/2016
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
Roth 401(k) Option Effective July 1, 2023Summary Annual Report 11/2021
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
