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  • Benefits
  • Summary Plan Descriptions & Required Notices
  • Summary Annual Report for the Retiree Health Plan

Summary Annual Report for the Retiree Health Plan

This is a summary of the annual report for Duke University Retiree Health Plan, EIN 56-0532129, Plan Number 525, for the period January 1, 2021 to December 31, 2021.  The annual report has been filed with the Department of Labor, as required under the Employee Retirement Income Security Act of 1974 (ERISA).

Para más detalles sobre sus beneficios, por favor contacte al Centro de Recursos Humanos de Duke al 919-684-5600.

Insurance Information

Duke University Retiree Health Plan uses UMR, Inc., Aetna Life Insurance Company, and Blue Cross Blue Shield of North Carolina, Inc. to pay medical claims covered under the terms of the plan.  In addition, Express Scripts pays the pharmacy claims.  Faculty and Staff must meet retirement and health plan requirements to be eligible for this health plan.  Duke has committed itself to pay all claims incurred under the terms of the plan.

Your Rights to Additional Information

You have the right to receive a copy of the full annual report, or any part thereof, on request.  The report includes financial information, information on payments to service providers, and insurance information including sales commissions paid by insurance carriers.

To obtain a copy of the full Annual Report, or any part thereof, write or call the office of:

Duke University Benefits
705 Broad Street, Box 90502
Durham, NC  27708
(919) 684-5600

You also have the legally protected right to examine the annual report at the main office of the plan:

Duke University
705 Broad Street
Durham, NC  27708

and at the U.S. Department of Labor in Washington, D.C., or to obtain copies from the Department of Labor upon payment of copying costs.  Requests to the Department of Labor should be addressed to:

Public Disclosure Room
Room N-1513
Employee Benefits Security Administration
U.S. Department of Labor
200 Constitution Avenue, NW
Washington, DC  20210

Benefits

  • Medical, Dental, & Vision Benefits
    • Medical Insurance
      • Plan Comparison (2023)
      • Plan Comparison (2022)
      • Premiums (2023)
      • Premiums (2022)
      • HMO Plans
      • PPO Plan
      • Medical Benefits Abroad
      • Retiree Health Insurance
        • Duke Plus
        • Early Retiree Health Plans
      • Health Management Programs
      • Infertility Benefits
      • Bariatric Surgery
      • 1095-C Tax Form
    • Dental Insurance
      • Plan Comparison (2023)
      • Plan Comparison (2022)
      • Premiums (2023)
      • Premiums (2022)
    • Vision Insurance
      • Plan Chart (2023)
      • Plan Chart (2022)
      • Premiums (2023)
      • Premiums (2022)
      • How to Use the Plan
    • Pharmacy Benefits
      • Covered Drugs
      • Frequently Asked Questions
      • Retail Pharmacy Vaccinations
    • Behavioral Health and Substance Abuse Benefits
      • Providers
      • Treatment of Autism Spectrum Disorder
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    • Coverage & Eligibility
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    • Privacy Practices
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  • Reimbursement Accounts
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    • Health Care Account
      • How to File a Claim
      • How to Manage Your Account
      • Health Care Card
      • Eligible & Ineligible Expenses
      • Orthodontia
      • IRS Rules
      • Frequently Asked Questions
      • IIAS-Compliant Merchants
    • Dependent Care Account
      • How to File a Claim
      • What's Covered?
      • Managing Your Account
    • How the Plan Works
    • EZ Receipts Mobile App
    • Appeal a Denied Claim
    • When Participation Ends
    • Legal Information
    • Changes for 2020 and 2021 Reimbursement Accounts
  • Employee Discounts
    • Vendor Registration Form
    • Vendor Information
  • Retirement
    • About Duke's Plans
      • Employees' Retirement Plan (Non-Exempt)
      • Faculty/Staff Retirement Plan (Non-Exempt)
      • Faculty/Staff Retirement Plan (Exempt)
        • Duke's Contribution
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    • Investment Performance
    • Retirement Planning
      • Retirement Planning Guide
    • Frequently Asked Questions
    • Recent Fund Changes
    • Retirement Appointment Request
    • Your Duke Retirement Plans at a Glance
  • Time Away From Duke
    • Holidays, Vacation & Sick Time (University)
      • Holiday Schedule (2023)
    • Paid Time Off (DUHS)
      • How it Works
      • Time & Attendance
      • Swipe & Go
      • Policies
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      • Frequently Asked Questions
      • Glossary
    • Leaves of Absence
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      • University - Family FMLA
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      • Care for Injured Service Member (FMLA)
      • Qualifying Exigency (FMLA)
      • Leaves of Absence: Effects on Benefits
    • Paid Parental Leave
      • Paid Parental Leave Changes - August 3, 2020
    • Kiel Memorial Vacation/PTO Donation Program
      • Donations
      • Recipients
      • Important Timelines
      • Payment Process
      • Frequently Asked Questions
    • Other Work Absences
  • Educational Benefits
    • Employee Tuition Assistance
      • Eligibility
      • How to Apply
      • Reimbursement
      • Departmental/Manager Responsibility
      • Frequently Asked Questions
      • July 2023 Enhancements
    • Children's Tuition Grant
      • How to Apply
      • Employee Eligibility
      • Child Eligibility
      • Online Application for Participating Schools
    • Undergraduate Admissions Workshops
  • Family-Friendly Benefits
    • Lactation Support Services
    • Duke Child Care Partnership
    • Duke Children's Campus
      • Part Time Childcare Procedures
    • The Little School at Duke
      • Wait Pool Registration
    • Choosing Child Care
    • Child Care Tuition Subsidy
    • Flexible Work Options
      • Flextime
      • Compressed Work Schedules
      • Job Sharing
      • Abbreviated Schedule or Part-Time Work
      • 10- and 9-Month Arrangements
      • How to Introduce
      • Guidelines for Success
      • Frequently Asked Questions
  • Financial Security Benefits
    • Financial Fitness Week
    • Plan Comparison
    • Disability Benefits
      • Duke Disability
        • Eligibility
        • When Am I Covered?
        • Filing for Benefits
        • Amount of Coverage
        • Benefits While Disabled
        • Frequently Asked Questions
      • Voluntary Disability
        • Short Term Disability
        • Long Term Disability
        • Choosing Coverage
        • Enrollment
        • Cost
        • How to File a Claim
        • Frequently Asked Questions
      • Department Manager & Payroll Representative Info
    • Life Insurance
      • Basic Life Insurance
      • Supplemental Life Insurance
        • Supplemental Life Insurance Rate Table
      • Personal Accident Insurance
        • Eligibility
        • Coverage
        • Benefits
      • Business Travel Assistance
        • Stateside Travel
        • Travel/Accident Insurance
      • Insurance Certificate
      • Post-Retirement Group Term Life Insurance
      • Survivor Benefit
      • Universal Life Insurance
      • Plan Information
      • Your ERISA Rights
    • Long Term Care Insurance
    • Property Insurance
    • Duke Credit Union
  • Benefits Unique to Duke
  • Employee Appreciation
    • Presidential Award
    • Career Service Awards
  • Benefits Enrollment
    • Information for 4th Quarter (Oct - Dec) New Hires
    • Contact a Plan Provider
    • When Can I Enroll?
    • Life Events Information
      • Getting Married
      • Getting Divorced
      • New Child
      • Death in the Family
      • Leaving Duke
        • COBRA Continuation Insurance
        • Eligibility for Retiree Health
        • Severance Overview
    • Same Sex Spousal Equivalent Information
      • Reimbursement Accounts
    • Benefits Payroll Deduction Schedule
  • Summary Plan Descriptions & Required Notices
    • Summary Annual Report for the Welfare & Fringe Benefits Plan
    • Summary Annual Report for Faculty/Staff Retirement Plan
    • Summary Annual Report for the Retiree Health Plan
    • Summary of Material Modification

Human Resources

Duke Human Resources
705 Broad St. Box 90496
Durham, NC 27705
Phone: (919) 684-5600
Have questions?

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