Eligibility – Retiree Health Plan

You may be eligible for the Retiree Health Plan if you are retired and receiving benefits from the Southern California IBEW-NECA Pension Plan.

The Retiree Health Plan eligibility requirements are contained in a separate Summary Plan Description.  It is recommended that three months prior to retirement, you contact the Administrative Office to obtain an application for the Retiree Health Plan.

IMPORTANT:  Enrollment in the Retiree Health Plan is not automatic.  You must complete an application and agree to pay a portion of the monthly medical cost.  You will have only one election period, at retirement, to enroll in the Plan provided you meet the eligibility requirements of the Retiree Health Plan.

Effective October 1, 2003 the Eligibility Requirements for the Retiree Health Plan are as stated below.  There may be periodic changes to the Retiree Health Plan (Eligibility or Other Factors effecting the Plan), so contact the Administration Office for a Retiree Health Plan Summary Plan Description.

You are eligible for the Retiree Health Plan if you are a Local Union 11 pensioner who has retired and receives benefits from the Southern California IBEW-NECA Pension Plan, and if you meet the following requirements as of your original pension effective date:

1. You are 55 years old or older and have accumulated at least 25 years of credited service under the Southern California IBEW-NECA Pension Plan,
   
   OR
   
   You are 62 years old or older and have accumulated at least 10 years of credited service under the Southern California IBEW-NECA Pension Plan.
   
   AND


2. At the time of your retirement, you have accumulated at least 10,500 hours contributed to the Southern California IBEW-NECA Health Plan (including Health hours sent through I.O. reciprocity) in 7 of the 10 years immediately preceding the date of your retirement.
   
   OR
   


3. At the time of your retirement, you have accumulated at least 30,000 hours contributed to the Southern California IBEW-NECA Health Plan (includes Health hours sent through I.O reciprocity).
   
   AND


4. You elect coverage and pay a portion of the cost of your benefits (self-payment) and those of your spouse, as required by the Retiree Health Plan. The self-payment is deducted from your monthly Pension check from the Southern California IBEW-NECA Pension Plan.

DISABILITY OR PARTIAL DISABILITY RETIREES
Disability retirees need only meet requirements 2 or 3 and 4.  A Partial Disability retiree must be at least age 50 and need only meet requirements 2 or 3 and 4.