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Benefits

403(b) PLAN Contact Information

Ameriprise Financial Services, Inc.
James M. Gleason, Financial Advisor

400 W. Wilson Bridge Rd Ste 280, Worthington, OH 43085
614-848-3437  Fax: 614-848-3459
[email protected]

The links below will help you navigate thought the different benefits offered to teachers in the Diocese of Columbus.

Diocesan Pension Plan

Article 23- Pension

“All lay teachers shall continue to be entitled to the benefits of the Diocesan Pension Plan as set forth in the terms of the existing official Pension Plan.”


ARTICLE 27 – Separation Bonus Program

27.1  Eligibility and Selection – Eligible teachers with thirty (30) or more years of Diocesan full‑time teaching experience in the schools of the Diocese may choose to voluntarily resign their employment under the Separation Bonus Program (hereinafter “SBP”) and choose to receive one of the benefits set forth below.  In order to be eligible for SBP benefits a teacher must (a) have thirty (30) or more years of Diocesan full‑time teaching experience at the time of application, (b) apply for the SBP benefits in writing at their school no later than March 15 of the current school year (in order to apply for benefits at the end of the current school year), and (c) be selected for SBP participation by the school, according to teachers’ seniority.  The number of teachers who may be selected to receive the SBP benefit annually in each school is as follows:

  1. Elementary schools – at least one (1) teacher annually (and more at the school’s discretion); and
  2. High schools – at least two (2) teachers annually (and more at the school’s discretion), provided that high schools may limit participation to one (1) teacher per department annually.

In the event that more than one eligible teacher applies for SBP benefits in a given year, selection will be done on the basis of seniority, which shall be the applying teacher at the school with the highest number of full‑time years of teaching experience in the schools of the Diocese.  Teachers will be notified of their selection or non‑selection no later than April 15 of the year of application.

Click here for the Separation Bonus Forms


Other Important Information and Links

Most benefits offered by the Diocese have a plan administrator to assist the Diocese and/or its employee with questions on the details of the plans. Please contact the Insurance Office at (614) 224-1221 with any questions regarding your benefit coverage or you may contact the vendor directly. The current 2023 plan administrators are:

FLEXIBLE SPENDING ACCOUNT 
Custom Design Benefits
3737 West Fork Rd.
Cincinnati, OH 45247
800-598-2929 or 513-598-2929
[email protected]
www.myflexonline.com
HEALTH/DENTAL/VISION INSURANCE
Aetna
P.O. Box 981106
El Paso, TX 79998-11081-800-238-6716
www.myuhc.com
SHORT TERM DISABILITY

Lincoln Financial Group
For information contact
Diocesan Insurance Office

(614) 224-1221

   LIFE (Group Policy)

            For information, contact the Diocesan Insurance Office

            (614) 224-1221

 LIFE (Voluntary Policy)

For information, contact Diocesan Insurance Office

            (614) 224-1221

LONG TERM DISABILITY
Lincoln Financial Group
For information contact
Diocesan Insurance Office
614-224-122

CREDIT UNION
Education 1st Credit Union

501 West Schrock Road
Westerville, Ohio 43081
Main: 614-221-9376
Direct: 614-340-1503
Fax: 614-212-8127

  403(b) PLAN
Ameriprise Financial Services, Inc.
James M. Gleason
400 W. Wilson Bridge Rd Ste 280
Worthington, OH 43085
614-848-3437
Fax: 614-848-3459
[email protected]
PENSION BENEFITS
Mercer Human Resource Consulting
ATTN: Diocese of Columbus
Retirement Plan
Sue Wilcox
325 John H McConnell Blvd
Columbus, OH 43215
614-227-5557
[email protected]