Plan Documents
Health Plan
Plan Summaries
National Elevator Industry Health Benefit Plan Summary Plan Description (SPD)Summary of Benefits and Coverage – Medicare Retiree Plan 1/2025
Summary of Benefits and Coverage – Health Benefit Plan 1/2025
Important Updates to the Health Benefit Plan
Extended Benefits Rates Effective 7/2025TruHearing and ER Copay SMM 5/2025
Medicare Prescription Drug SMM 11/2024
Medicare D-IRMAA Notice 11/2024
Extended Benefit Rates Effective 7/1/2024
Weekly Income Increase 3/2024
Summary Annual Report 12/2023
Loss of Grandfathered Status and SaveOnSP
Lyra MAP Announcement 7/2022
A Guide to Your Mental Health Benefits
Summary of Material Modifications 07/2021
Summary of Material Modifications 12/2020
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 – October 9, 2024
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
January 1, 2025 Plan ImprovementsRoth 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
