Plan Documents

Health Plan

Plan Summaries

National Elevator Industry Health Benefit Plan Summary Plan Description (SPD)
Summary of Benefits and Coverage – Medicare Retiree Plan 1/2024
Summary of Benefits and Coverage – Health Benefit Plan 1/2024

Important Updates to the Health Benefit Plan

Loss of Grandfathered Status and SaveOnSP
Lyra MAP Announcement 7/2022
A 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 12/2022
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, 2023
Annual 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, 2023
Summary 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

Educational Videos

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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.