Benefits & Medical Information Home

 For 24-hour access to benefit resources and

• if you are an active employee, click here if you want to view or download resources
• if you are a retired employee click here if you want to want to view or download resoruces related to your retirement status with Peralta. 

NEWS FOR 2012 (click links below to download  announcements)

December 2011 – Peralta Benefits – Everyone Newsletter

• Change of 403(b) & 457 Plan Administrative Services
• January & February Workshops
• Medicare Enrollment for Peralta Retirees

February 2012 Long Term Care-Announcement for Employees & Retirees of Peralta - Flyer

• Come here more about this new voluntary benefit
• Workshops are scheduled at each campus on  2/28 & 2/29-download your schdule
• RSVP to Karen Perry, Retirement Options For Educators, at 650 341 5050 x 109 to save your spot (and feel free to bring a friend!)

Effective December 1, 2011, MidAmerica Administrative & Retirement Solutions, Inc. (MidAmerica)  is our third-party administrator for the Peralta tax-deferred 403(b) and 457 plans. Voluntary deferrals, distribution, loan, transfer & exchange approvals are now being handled through MidAmerica.

1. Change in Deadline: Salary Reduction Agreements (SRA’s) to affect a change to your enrollment in either the 403(b) or 457 Plan are now due by the end of the month to effect the following month’s tax deferrals. So, to effect the January 31, payroll. Salary Reduction Agreement Forms are due to MidAmerica by December 31, 2011. Routing instructions are on the SRA form.
2. Change in Routing of  SRA’s: SRA’s now go directly to MidAmerica for processing:
• 403 (b) SRA and Plan Highlights
• 457 SRA and Plan Highlights
3. Change in authorized signatory for tax-deferred transactions:  Distribution/loan requests and rollover forms requiring District authorization should now be directed to MidAmerica with the Transaction Routing Form noted below:
• 403(b)  & 457 Transaction Routing Form

•  US Mail: 211 Main Street , Suite 100, Lakeland, Florida 33801
• Fax: 877 513 2272
• Phone: 866 873 4240
• Weblink: www.midamerica.biz

For investment and guidance, contact your personal financial planner or ZUK Financial Services at (800) 660-6291 extension 105.

• 403(b) Vendor List September 2010
• 457_Vendor_List

MidAmerica is the current vendor of the Accumulation Program for Part Time and Limited Sercvice Employees  (APPLE) Plan. For concerns regarding the APPLE contributions, contact MidAmerica at 800 430 7999.