Resources & Forms

US Annual Enrollment and Salary Reporting Webinar

Pension Plan Update 2020

Document providing an overview of the plan and answers to frequently asked quesitons.

To: All US Pension Schools

Contribution Q&A 2019

To: All US Pension Participants

US Pension Hard Freeze Fast Facts

To: School Boards, Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary-Treasurer

Annual Funding Notice - Federally required funding information

The Trust Fund - The Plan is a defined benefit pension plan

Understanding Funded Status and Funded Percentages - What is included in the notice

Contacting Us for Support - Contact us if you have questions or need assistance

To: Active and Inactive Plan Participants on August 31, 2019

From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan

Your Email Address - Do we have your correct email address on file?

Retirement Calculations Online - Generate your own retirement benefit projections

Retirement Checklist - Helpful steps toward retirement

Interest Rate - Credited to your contribution account

Investments - Year-end assets and returns

Funding Status - Funded at 103% as of August 31, 2018

Pension Plan Hard Freeze - Hard Freeze of the pension plan took effect September 1, 2019

Plan Book and Summary Plan Description - Always available online

Contacting Us for Support - Contact us if you have questions or need assistance

To: Administrators, Board, and Plan Participants

From: Howard Van Mersbergen

Department of Labor (DOL) Pension & Insurance Plan Audit Results - Communicating the results of our recently concluded Pension & Insurance Plan audit.

Contacting Us for Support - Contact us if you have questions or need assistance.