Who is eligible for Trust benefits?

All members of the Teachers’ Bargaining Unit, the Evergreen School District Management Team and Confidential Employees are eligible for Income Protection, Life Insurance, and Accidental Death & Dismemberment Insurance. Individual Long Term Care benefits are provided for all active employees participating in the Trust or retirees who have met the eligibility requirements of the Trust.
Members of the Evergreen School District Board of Trustees are eligible for Life Insurance and Accidental Death & Dismemberment Insurance. Individual Long Term Care benefits are provided for all trustees participating in the Trust or retirees who have met the eligibility requirements of the Trust.
All members of the Teachers’ Bargaining Unit, Management Team, Evergreen School District Board of Trustees and Confidential Employees who have at least 15 years of service in eligible classifications in the Evergreen District and retire from the Evergreen School District and STRS or PERS at age 55 or older will have partial contributions to their health insurance premiums paid by the Trust from age 65 until death. Spouses (or California Registered Domestic Partners) will also receive the health premium benefit at the time of the retiree’s eligibility.
The only individuals who shall be entitled to participate in and receive benefits from the Trust Fund shall be those employees who are described above. It is expected that the Employer will submit contributions only on behalf of such employees. The receipt by the
Trust Fund of contributions which may be submitted on behalf of individuals who are not eligible to participate shall not stop the Trustees from declining or terminating the participation of such individuals nor shall it constitute a waiver of any of the provisions of participation or of the benefit plans.

FAQs – Turning 65

Other Trust FAQs

Calendar for 2018-2019 School Year

Past Calendar Years:

Trust Document

Financial Statements, Year ending 8-31-18

Annual Meeting 2019