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LOCAL 4 BENEFIT FUNDS

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Annuity and Savings

Annuity and Savings617 Media2025-05-30T12:48:04-04:00

Local 4 Benefit Funds – Annuity

Documents and Resources

  • Meet with a Fidelity Workplace Financial Consultant!
    Derek Cunningham, CRPC® is available to meet with Annuity Participants to help plan for their financial future.  Click here to learn more.

  • 2023 Annuity Summary Annual Report

  • Fidelity Transition Newsletter

  • Fidelity Investment Options Guide

  • 401(k) Election Form

  • Fidelity NetBenefits

  • Fidelity Investments Fee Disclosure

  • 2024 Annual Safe Harbor “Master Document” Notice

  • 2024 Annual Safe Harbor “Other” Notice

  • 2024 Annual QDIA Notice

  • Annuity and Savings Summary Plan Description

  • 2023 Annual Safe Harbor/QDIA Notice

  • 2023 Annual Safe Harbor “Other”/QDIA Notice

  • 2021 June Fund Change Notice 

  • 2020 Q4 Plan Update and Annual Safe Harbor / QDIA Notice

  • Member Self-Service Announcement Letter

Newsletters

  • Spring 2021 newsletter
  • Summer 2021 newsletter
  • Fall 2021 newsletter
  • Winter 2021 newsletter
  • Spring 2022 newsletter
  • Summer 2022 newsletter
  • Fall 2022 newsletter
  • Winter 2022 newsletter
  • Spring 2023 newsletter
  • Summer 2023 newsletter
  • Fall 2023 newsletter
  • Winter 2023 newsletter
  • Spring 2024 newsletter
  • Summer 2024 newsletter
  • Fall 2024 newsletter
  • Spring 2025 newsletter
  • Summer 2025 newsletter
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LOCAL 4 BENEFIT FUNDS

16 Trotter Drive
P.O. Box 680
Medway, MA 02053-0680
Phone: 508-533-1400
General Fax: 508-533-1425
[email protected]

ABOUT

About Us

PLANS

Health and Welfare
Pension
Annuity and Savings

RESOURCES

Member Self Service (MSS)
Employer Self Service (ESS)
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2024 Form 1095-B

In accordance with guidance from the Internal Revenue Service, the IUOE Local 4 Health & Welfare Fund will not be distributing Form 1095-B to individuals documenting coverage for the tax year 2024. You will continue to receive a Form 1099-HC from Blue Cross Blue Shield.  Individuals who wish to receive a copy of their 1095-B may send a request to [email protected] or to the following address:
 
IUOE Local 4 Funds
Re: Form 1095-B Inquiry
P.O. Box 680
Medway, MA 02053-0680