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ROOFERS LOCAL 30 WELFARE PLAN Coordination of Benefits Application Form If you have eligible Dependants listed on your Member Information Card, you must provide the Plan Administrator with the following

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What is a summary plan description?

A summary plan description (SPD) is a document that provides plan participants with important information about their benefits under a retirement plan or an employee welfare benefit plan.

Who is required to file a summary plan description?

Employers who sponsor employee benefit plans are required to provide and file a summary plan description for each plan they offer to their employees.

How to fill out a summary plan description?

To fill out a summary plan description, gather information about the benefit plan, including eligibility requirements, benefits provided, and claims procedures. Use clear language to explain these elements and format the document according to regulatory guidelines.

What is the purpose of a summary plan description?

The purpose of a summary plan description is to inform plan participants of their rights, benefits, and obligations under the plan, ensuring transparency and compliance with federal regulations.

What information must be reported on a summary plan description?

A summary plan description must include details such as the plan's name, purpose, eligibility criteria, benefits provided, claim procedures, and the rights of participants under the Employee Retirement Income Security Act (ERISA).

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