Health & Welfare FAQs

What are the requirements to retire under the San Mateo Electrical Workers Health Plan?

  1. You must have been an active eligible Participant in the Health and Welfare Plan for ten (10) out of the last fifteen (15) years and two (2) out of the last five (5) years immediately preceding the date of retirement.
  2. You must be receiving or have recently applied for pension benefits from the San Mateo County Electrical Construction Industry Retirement Trust (IBEW Local 617).
  3. You must be an active eligible participant in the San Mateo Electrical Workers Health Plan as of your retirement date for Retiree Health and Welfare coverage.
  4. You must be at least 55 years of age and eligible to retire under the San Mateo County Electrical Construction Industry Retirement Trust.

I am thinking about retirement, where should I begin?

You should apply 90 days prior to your planned requested retirement date. Contact the Fund Office or the Union Office to obtain a retirement application. You must complete the application in full and provide all of the required documentation. Your requested retirement date can be no sooner than the first day of the third (3rd) month following the date the completed application is received by the Fund Office. Once the completed application is received by the Fund Office, it will be reviewed for completeness and your application will be sent to United Administrative Services (UAS). UAS will send you confirmation of your retirement date under the San Mateo Electrical Workers Health Plan. A denial letter will be sent if you do not qualify for the Retirement Plan.

What happens to the hours in my hour bank when I retire?

If you have hours remaining in your hour bank when you retire, the hour bank balance is converted to dollars by multiplying the hours left in your bank by the contribution rate in force at your time of retirement. That dollar amount is then sent by the San Mateo Electrical Workers Health Plan to UAS to be credited to your account. UAS is the administrator of the San Mateo Workers Retirement Trust. UAS will contact you directly with the coverage available and the cost of retirement plan coverage.

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