Transfer from Duke University to Duke University Health System

Assumes employee remains in a full-time benefits eligible position

Benefit	Duke University (current) TO	Duke University Health System (DUHS) – (new)
Health, Dental and Vision Insurance	Same	Same
Reimbursement Accounts	Same	Same
Life and Accident Insurance (Duke-provided)	Same	Same
Life Insurance Plans	Same	Same
Disability Insurance	4-month benefit waiting period after 3 years of full-time continuous employment; must be a regular full-time employee scheduled to work at least 30 hrs/wk or regular rank faculty member; 3-year waiting period waived if previously covered (within 90 days of starting eligible position at Duke) by most recent employer	3-month benefit waiting period after 3 years of full-time continuous employment; must be a regular full-time employee scheduled to work at least 30 hrs/wk; 3-year waiting period waived if previously covered (within 90 days of starting eligible position at Duke) by most recent employer
Retirement Plans
Faculty and Staff Retirement Plan (exempt and biweekly employees)	Same	Same
Employees’ Retirement Plan (biweekly employees)	Same	Same
Employee Tuition Assistance Plan	Same	Same
Children’s Tuition Grant	Eligible after 5 years of consecutive service within the current term of employment at Duke University; must be an active regular full-time employee scheduled to work at least 30 hrs/wk or a regular rank faculty member	Employees hired prior to January 1, 1999 at Duke University or Duke Hospital and with no break in service are eligible for this benefit even if they transfer to DUHS Employees hired on or after January 1, 1999 do not retain this benefit if they transfer to DUHS
Severance Pay (for non-grant funded position)	Same	Same
Paid Time Away from Work *Examples are for an employee with a 40 hours per week work schedule	Staff accrue benefit time using a traditional vacation, holiday, and sick model consisting of the following*: 14 paid holidays per year Two, three, or four weeks vacation depending on service and level 12 sick days per year	Paid Time Off (PTO) program combines vacation, sick leave, and holiday leave. Transfers will have their unused holiday and vacation time put in Short Term Bank and unused sick time put in Carry Over Bank (COB) For continuous service date on or after January 1, 2026: Less than 5 years of completed service - 25 days for biweekly staff (monthly staff: 30 days) 5 years but less than 10 yrs – 30 days for biweekly staff (monthly staff: 35 days) 10 years or more – 35 days for biweekly staff (monthly staff: 40 days) 15 years or more – 40 days Annual Sell-Back of PTO Bank at 50% base salary For continuous service date on or before December 31, 2025: Less than 4 years of completed service - 30 days for biweekly staff (monthly staff: 35 days) 4 years but less than 9 yrs – 35 days for biweekly staff (monthly staff: 40 days) 9 years or more – 40 days Annual Cash Out of LTB at 50% base salary
Retiree Health
Eligibility	Eligible for Retiree Health coverage when “Rule of 75” met (age plus most recent continuous service date)	Employees hired prior to July 1, 2002 with no break in service are grandfathered under the “Rule of 75” eligibility provision. If employee had at least 15 years of continuous service as of July 1, 2002, then eligible for employer subsidy. If less than 15 years as of July 1, 2002, then employee must work 15 consecutive years after age 45 for an employer subsidy. Employees hired on or after July 1, 2002 are eligible if they have 15 years of continuous service after age 45. However, they will pay the full premium with no employer subsidy.
Premium	Employee pays from 20% - 40% of the base health plan premium	Employee pays from 20% - 100% of the base health plan premium

NOTE: For more detailed information on benefit plans and eligibility, log onto www.hr.duke.edu or refer to the Summary Plan Descriptions.