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      • Benefit Summaries & Plan Documents
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Benefit Summaries & Plan Documents

If you have any questions about any of the information provided in these documents, please contact the Willamette Human Resources office.  Please note, these documents should not be construed to constitute a contract of employment and may be subject to change.

Summaries:

• Pioneer Educators Health Trust Medical/Vision/Rx/Alternative Care Summary
• Pioneer Educators Health Trust Dental Summary
• Kaiser Permanente Medical/Vision/Rx/Alternative Care Summary
• Kaiser Permanente Dental Summary
• eflexgroup Health Flexible Spending Arrangement Benefit Summary
• Travel Assist Plan Summary PDF-Format
• Group Life and ADD Insurance w/ Voluntary Life and ADD PDF-Format
• Group Long Term Disability (LTD) PDF-Format

Plan Documents:

• Willamette University Consolidated Welfare Benefits Plan PDF-Format
• Summary Plan Description (SPD) for the Willamette University Consolidated Welfare Benefit Plan PDF-Format
• Pioneer Educators Health Trust Summary of Material Modification -PDF-Format
• Pioneer Educators Health Trust Medical Plan Document PDF-Format
• Pioneer Educators Health Trust Dental Plan Document PDF-Format
• Kaiser Permanente Medical Plan Document PDF-Format
• Kaiser Permanente Dental Plan Document PDF-Format
• Section 125 Cafeteria Plan Document  PDF-Format
• Section 125 Cafeteria Plan Summary Plan Description (SPD) PDF-Format
• Section 132 Parking/Transportation Program PDF-Format
• Summary Plan Description 403(b) Defined Contribution Retirement Plan PDF-Format

Handbooks:

• Policy Handbook for Administrative, Professional, and Classified Staff
• College of Liberal Arts Faculty Handbook
• Atkinson Graduate School of Management Faculty Handbook (contact AGSM Dean's Office for hard copy)
• Willamette University College of Law Faculty Handbook PDF-Format

Legal Notices:

• Medicare Part D Creditable Coverage Disclosure
• ERISA Disclosure of Plan Information
• Medicare Part D - Disclosure of Credible Coverage
• Annual Trustee Letter (Pioneer)
• Annual Legal Health Care Notices and Statement of ERISA Rights
• Notice of Privacy Practices (Pioneer)
• Notice of Privacy Policy (Pioneer)