Employee Benefits Information

New! Commuter Tax Benefits Program

The federal tax code allows employees to exclude up to $130 per month ($1,560 per year) in mass transit or vanpool costs from their taxable income. This means that you can save $600 or more per year in taxes, depending on your tax bracket and your monthly fare. In addition to saving money, by commuting to work by transit or vanpool you can avoid traffic congestion and help to protect the environment

Plan Highlights

•    Enrollment can occur at any time.
•    Employees can participate even if their commute varies daily.
•    Benefits do not lapse and may be used as long as an employee remains enrolled.
•    Reimbursement is easy, just complete reimbursement form, attach you commuter expense receipt and submit to DSJ Benefits Department for processing.

Download the information and enrollment form below.

Commuter Benefits Program - Effective September 30, 2014
CBP Announcement
CBP Plan Benefits
CBP Frequently Asked Questions
CBP Tax Savings Schedule
CBP Enrollment Form
CBP Reimbursement Form

• All Benefit related information will be distributed through DSJ email only accounts, Diocesan newsletters and
other DSJ approved means of communication.

• Please access your DSJ email for your benefit information. If you need assistance please contact IT 408-983-0165

Reta Trust 24 hour – 7 Day Customer Support Service
• Personal Assistance call: 1-877-303-7382 (English & Spanish)
• Email:
• On-Line Benefits Website:

Employee Benefit Options and Rates
2014-2015 Benefit Plan Year
Benefits Vendor Contact Information
Reta Trust - Trustor

RetaTrust – BAS 1-877-303-7382

- Enrollment Process                                             – Password & Username
- Benefit Election Assistance                               – Misc. questions: Medical, Dental, and Vision

WebMD Support

WebMD Support

* Enrollment Process             * Password & Username

Anthem Blue Cross
1-888-722-1077 * Order New Cards * Coverage detail B.C. PPO Group#1841K, B.C. EPO Group #1724V, B.C. HSA Medical Group # 1850 H.S.A. On-Line Contact, ACS Mellon 866-354-0244
1-800-533-1833 * Order New Cards * Coverage detail Group #8441 – Kaiser EPO Medical | Kaiser Vision | Kaiser Prescription
1-800-765-6003 * Order New Cards * Coverage detail Delta PPO Group #15887
VSP Vision
1-800-877-7195 Group #12223099 * Order New Cards * Coverage detail
Kaiser Vision
1-800-464-4000 EPO Plan Group #8441 * Order New Cards * Coverage detail
Prescription Plans
Optum Rx- Prescription
Optum Rx 1-866-870-3469
Non-HSA Plans Group #2023
AKA: Prescription Solutions
Anthem Rx Prescription
Anthem Rx 1-888-722-1077
HSA Plans Only
Group #1850 DA-DM
KAISER Rx Prescription
Retirements Plans
Diocesan Pension - Pension Services Division
 Nicolay 1-800-867-0780 X223
Important Notification from Nicolay Pension Services in partnership with Diocese of San Jose
2013 Pension Statement Notification
403 (B) Savings Plan

E.B.S. Office 408-978-1000

Jeff Grau 408-806-8197

Clara Zaya 408-666-6917

403(B) Retirement Savings Plan Salary Reduction Agreement 2015

Flex Spending
 8BAS 1-877-303-7382
Life Insurance
Humana 1-800-584-4214
Life, AD&D, LTD Group # 636094-1
Critical Illness and Accident


Under the Department of Risk & Insurance Management, Benefits and Insurance is responsible for the administration of Diocesan wide health, vision, dental, life and accidental death insurances.

They are also responsible for pension plans, general liability, earthquake insurance and endorsements.


Copyright ©2013 Diocese of San Jose | All Rights Reserved
1150 North First St. | San Jose, CA | 95112 | 408-983-0100