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 7/2022
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
Annual Funding Notice 10/22Report 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
Summary Annual Report 11/2021Summary 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
