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Members OnlySchool Administrator Benefits GuidePublications Locked Resource
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Members OnlyForms of PensionPublications Locked Resource
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Members OnlyUS Pension
State Income Tax WithholdingForms / Applications Locked Resource -
Members OnlyUS Pension
Federal Income Tax WithholdingUS Benefits Locked Resource -
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
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To: Active and Inactive Plan Participants on August 31, 2020
From: Howard Van Mersbergen, Executive Secretary-Treasurer
Status Report - Important information on your status with the Plan
New Address for CSI Employee Benefits - New office location for CSI employee benefits
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 101.5% as of August 31, 2019
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
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To: Pension Participating Schools
From: Howard Van Mersbergen, Executive Secretary-Treasurer
IRS Plan Notice - Attached Notice to Interested Parties
Contacting Us for Support - Contact us if you have questions or need assistance
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To: Pension Participating Schools
From: Howard Van Mersbergen, Executive Secretary-Treasurer
PBGC premiums reduced - Legislation has passed to reduce our premiums
Thank you - Thank you for your past efforts in contacting your members of Congress
The estimated premium reduction - The total premium savings are not yet final
Assessing the impact - The Trustees will be discussing the long-term impact of this positive news
Contacting Us for Support - Contact us if you have questions or need assistance
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Members OnlyUS Pension
Retiree Change FormForms / Applications Locked Resource -
Members OnlyUS Pension Employee Application FormForms / Applications Locked Resource