Lay Employee Benefits

Welcome to the Benefits Page for Lay Employees where you will find resources to assist you in utilizing your Diocesan Benefits to the maximum. Please contact the Benefits Manager if you need additional assistance: rdelao@srdiocese.org 
 
Benefits Materials and References

• 2023-24 Lay Employee Benefits Guide (30+)  
• 2023-24 Lay Employee Benefits Guide (20 to 29)
• LEAF = Lay Employee Action Form - Complete for ALL employees' work status and information changes regardless of benefits eligibility.
• Termination of Benefits Information Sheet - To be provided to covered employees at the time they lose coverage.
• Employer CHIPRA Notice - Premium Assistance for Medi-Cal Insured 
• Employer CHIPRA Notice - Premium Assistance for Medi-Cal Insured (in Spanish)

Health Benefits (30 + Hours)  

Group Life with Accidental Death and Dismemberment (AD&D) Insurance (20+ Hours) 

• Unum - Certificate of Coverage
• Unum - Employer-paid Basic Benefits Highlights
  • Unum's Employee Assistance Program (EAP)
  • Assist America Inc. - Emergency World Travel Assistance
• Unum - Voluntary Employee-paid coverage for Employee, Spouse, and Children
• Unum Beneficiary Designation Form
• Unum Conversion and Portability (31 days eligibility after becoming ineligible for coverage)

•  Unum - Seguro Básico Pagado por el Empleador
  • Programa de Asistencia al Empleado (EAP) 
  • Assist America Inc. - Servicios de Asistencia en casos de Emergencia durante un Viaje en cualquier parte del Mundo
• Unum - Covertura voluntaria para el empleado, esposo/a y hijos pagada por el empleado
• Formulario de Designación de Beneficiarios

Defined Contribution Lay Retirement Plan - ("DC Plan" as of 7/1/2014) (20+ Hrs.) 

• Defined Contribution (DC) Retirement Plan Summary
• Defined Contribution Lay Retirement Plan Document - 401(a) Employer Contributions
• Explanation of DSR Employee Saving Plans - 403(b) Employee Voluntary Contributions
• Employee Salary Deferral Election Form - 403(b) Voluntary Retirement Contributions
• One America - Getting Started Kit (Rv. 1/19/2021)
• DC Plan Adding Beneficiary Designations
• One America Retirement Plan Presentation 8/17/2021 - Recording Version
• One America Retirement Plan Presentation 8/17/2021 - Q&A

Defined Benefit Lay Pension Plan - ("Frozen" as of 6/30/2014)

• Defined Benefit Lay Pension Plan Document and Amedment 
• Frequently Asked Questions (FAQ’s)
• Lay Pension Plan Beneficiary Designation Form
• Lay Pension Plan Change of Address Form

 May 2023 Open Enrollment Tool Kit for Administrators

• www.RetaTrust.org Employee Account Login Instructions (MyEnroll360) - 2023 EMPLOYEES START HERE!! 
• 2023 Key Dates and Steps for Administrators
• 2023 Open Enrollment Training Slides
• 2023 Open Enrollment FAQs and Plans & Rates Information
• 2023 Open Enrollment "Lay Employee" Webinar