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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
james.m.gleason@ampf.com

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 2014 plan administrators are:

FLEXIBLE SPENDING ACCOUNT 
Custom Design Benefits
3737 West Fork Rd.
Cincinnati, OH 45247
800-598-2929 or 513-598-2929
Flex@CustomDesignBenefits.com
www.myflexonline.com
HEALTH
United HealthCare of Ohio
9200 Worthington Rd
Westerville, OH 43082
614-410-7000
www.myuhc.com
DENTAL
United HealthCare of Ohio
9200 Worthington Rd
Westerville, OH 43082
614-410-7000
www.myuhc.com
   LIFE (Group Policy)

MetLife

            For information, contact the Diocesan Insurance Office

            (614) 224-1221

 LIFE (Voluntary Policy)

Lincoln Financial Group

For information, contact Diocesan Insurance Office

            (614) 224-1221

 VISION
Vision Service Plan (VSP)
3400 Morse Crossing
Columbus, OH 43219
800-877-7195
www.vsp.com
SHORT TERM DISABILITY

Lincoln Financial Group

For information, contact Diocesan Insurance Office

(614) 224-1221

  LONG TERM DISABILITY
Lincoln Financial Group
Cincinnati, Ohio
www.LFG.com
For information contact:
Diocesan Insurance Office
614-224-122
LONG TERM CARE
UNUM Life Insurance of America
Portland, MaineFor information contact:
Diocesan Insurance Office
614-224-1221
 CREDIT UNION
Education 1st Credit Union
Deb Olbrys
Director of Marketing and
Business Development
501 West Schrock Road
Westerville, Ohio 43081
Main: 614-221-9376
Direct: 614-340-1503
Fax: 614-212-8127
dolbrys@educu.org
 HOME & AUTO
Liberty Mutual
Travis Goodwin
6525 West Campus Oval | Suite 100
New Albany, OH 43054
Office: 614-855-6193 x61718
Cell: 614-403-8570
Fax: 603-559-0342
SDN: 706.1718
RobertT.Goodwin@LibertyMutual.com
403(b) PLAN
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
james.m.gleason@ampf.com
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
Sue.Wilcox@mercer.com

RETIREMENT BENEFITS

 Findley Davies

  Retirement Focus Service Center

1-888-917-7107

 https://www.retirementfocus.com