ERISA Plan Documents

 

There are two types of benefit plans that are governed under The Employee Retirement and Income Security Act  (ERISA), employee welfare benefit plans and employee pension plans. The first category includes the following benefit plans at CUA: Health Insurance, Life and Accident Insurance, Long Term Disability, the Flexible Spending Plan and the Employee Assistance Program. The second category includes the Defined Contribution Retirement Plan as well as the Tax Deferred Annunity Retirement Plan (TDA Retirement Plan) .

There are some benefit plans at CUA that are not covered under ERISA. These "non-covered" plans include the tuition assistance plan and the tutition exchange program, as well as the metro check plan, among others. The documents below are copies of the legally required plan documents that have been created by CUA for certain benefit plans. If you are seeking a document that is not listed below please contact the CUA Benefits Manager at 319-4174.

 

Welfare Benefit Plans

 

Employee Assistance Plan

General FSA Plan

Medical FSA Plan

Dependent FSA Plan

Omnibus Plan

 

Pension Plans

For a copy of the new Retirement Plan Effective January 1, 2009 please contact Laurie Borman, Benefits Manager in Human Resources, at 4174. The new retirement plan was adopted pursuant to a Dec. 16, 2008 Board of Trustees Resolution. See the Summary of Changes to the Employee Retirement Plan. Note also that the two plans (TDA and Defined Contribution) have been combined into one plan document.

Archived Retirement Plans that were in effect prior to 1/1/09

TDA Retirement Plan

Defined Contribution Retirement Plan

Additional History on ERISA Retirement Plan Documents

* Note that in December 2003 the following nine new TIAA-CREF Mutual Funds were added to the accounts available to employees participating in the retirement plans:

TIAA-CREF S&P 500 Index Fund

TIAA-CREF Social Choice Equity Fund

TIAA-CREF Growth & Income Fund

TIAA-CREF Large-Cap Value Fund

TIAA-CREF Mid-Cap Value Fund

TIAA-CREF Mid-Cap Growth Fund

TIAA-CREF Small-Cap Equity Fund

TIAA-CREF International Equity Fund

TIAA-CREF Real Estate Securities Fund