Resources & Forms

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, 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

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

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