Diocese of San José New 403(b) Retirement Plan

Download Retirement Plan Newsletter (5.19.20)

Benefits Information

Benefits Information

NOTE:
Please access your DSJ email for your benefit information. If you need assistance with your DSJ email, please contact  IT Help Desk408-983-0165 or servicedesk@dsj.org

Reta Trust

  • Online access 24 hours / 7 Day  www.retatrust.org   • Personal Assistance Client Services Representatives at (877)303-7382    • (English & Spanish) Monday through Friday from 5:30am to 5:00pm          • E-mail to Service@RetaEnroll.org     • Detailed information about your benefits plan is available on the Reta Benefits Center & Reference Library through the www.retatrust.org

Qualified Life Events

Qualifying life events are those situations that cause a change in your life that has an effect on your health insurance options or requirements. The IRS states that a qualifying event must have an impact on your insurance needs or change what health insurance plans that you qualify for.

All Qualified Life Events must be submitted with all required documents online via your RetaTrust enrollment portalno more than 30 days after the date of the qualifying event.

Please see Life Event Submission Process

Category

Examples of Qualifying Life Events

Loss of health-care coverage

  • Losing health insurance for any reason except not paying premiums
  • Losing eligibility (Medicaid, Medicare or a Children’s Health Insurance Program)
  • Turning 26 and losing coverage through a parent’s plan
  • Loss of job-based coverage (quit or fired)

Changes in household

  • Marriage, divorce or legal separation
  • Pregnancy, adoption of a child or any adding of dependents
  • Losing coverage due to a death in the family

Benefit Vendor Contact Information

Please click on the “+” sign to expand for more information.

Reta Trust - Trustor

RetaTrust – BAS

1-877-303-7382

www.retatrust.org

* Enrollment Process                        * Password & Username
* Benefit Election Assistance           * Misc. questions: Medical, Dental, and Vision, FSA, Plans Summary

WebMD Support

WebMD Support

1-866-936-1970

www.webmdhealth.com/reta
* Enrollment Process             * Password & Username

Medical

Anthem Blue Cross
1-888-722-1077
www.anthem.com
Service@RetaEnroll.org

* Order New Cards                   * Coverage detail

PPO Group #1841KA-KM
EPO Group #1724V    

Kaiser
1-800-533-1833
www.kp.org

* Order New Cards       * Coverage detail

EPO Medical Group #8441

Dental

Delta Dental PPO

1-800-765-6003
www.deltadentalins.com
* Order New Cards           * Coverage detail

Group #15887

Delta Dental Plan Summary

Vision

VSP Vision

1-800-877-7195
www.vsp.com

* Order New Cards            * Coverage detail
Click here for the Vision Summary.

ID – Employee Social Security #

Kaiser Vision

1-800-464-4000
www.kp.org

* Order New Cards             * Coverage detail
EPO Plan Group #8441

Prescription

Envision Rx Prescription -Anthem EPO & PPO Plans
844-852-7437
www.EnvisionRx.com

EnvisionRx Mail Information                EnvisionRx Brochure/Specialty

KAISER Rx
1-800-464-4000
www.kp.org
EPO Prescription
Group #8441

Retirements Plans

Pension Live

Other Employee Plans

Flexible Spending
Benny Card RetaTrust – BAS

Life Insurance

Employee Assistance Program (EAP)

Commuter Tax Benefits