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Retiree Health Summary Plan Description
As of February 1, 2018
En Español (PDF)

Amendment No. 9
To the Summary Plan Description of the Southern California IBEW-NECA Health Trust Fund Retiree Health Plan

This Amendment to the Southern California IBEW-NECA Health Trust Fund, Retiree Health Plan Summary Plan Description ("SPD") is made by the Board of Trustees of the Southern California IBEW-NECA Health Trust Fund ("Board of Trustees") with reference to the following facts and circumstances:

  1. The Board of Trustees wishes to amend the SPD to reflect an update to the due date of self-premium payments as stated at Article 3, Eligibility and Enrollment Requirements, Section 3.3,3, Self-Pay Premium.

  2. The Board of Trustees has reserved to themselves the ability to amend the SPD from time to time.

    NOW THEREFORE, effective on February 1, 2024, the SPD is amended as follows:

    Article 3, Eligibility and Enrollment Requirements, Section 3.3.3, Self-Pay Premium, is replaced and restated as follows commencing with July 2024 eligibility month:

    "Upon request, the Administrative Office can provide you with a chart indicating the amount of the monthly Retiree Health Plan self-pay premium for each option under the Retiree Health Plan.
    There are two ways to pay the monthly self-pay premium:

    1. A deduction from your monthly Southern California IBEW-NECA Pension Plan benefit (the Administrative Office will provide you with an authorization form to complete and sign). Your monthly payment will be deducted from that month's Southern California IBEW-NECA Pension Plan benefit (i.e., your premium payment for January will be deducted from your January Pension Plan benefit); or
    2. A monthly payment made directly to the Southern California IBEW-NECA Health Plan. Your monthly self-pay premium must be received two months in advance of the eligibility month (i.e. your premium payment for January is due by November 1st). Coverage will be terminated if your self-pay premium for your eligibility month is not timely received. Once Retiree Health Plan coverage has been terminated for you and/or your Spouse, the individual whose coverage was terminated will not be permitted to re-enroll in Retiree Health Plan.

    The amount of the monthly self-pay premium is typically adjusted annually effective January 1st. You will be notified at least 60 days in advance of any premium change or generally with Open Enrollment (generally held during the months of November and December with plan changes effective January 1st). The amount of the self-payment is based on you paying a portion of the health premium or Plan benefit cost.
    The Board of Trustees reserves the right to change the monthly self-pay premium at any time."

  3. All other terms and conditions of the Summary Plan Description and Plan, shall remain in full force and effect.

Executed this 1st day of February 2024 at Pasadena, California.

BOARD OF TRUSTEES
SOUTHERN CALIFORNIA IBEW-NECA
HEALTH TRUST FUND

BY: Signature on File
Chairman — Eric Cartier

BY: Signature on File
Secretary — Robert Corona