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What happens to Individual Account benefits upon the death of a participant?

In the event of death, a Surviving Spouse may utilize the deceased participant’s Individual Account funds to pay for covered medical expenses until the Individual Account balance reaches zero.

Possible forfeiture. Note: if there is no Surviving Spouse, then the balance of the Individual Account is divided equally among all Children (as defined in the Plan) for reimbursement of Covered Expenses. If there are no Children, then it forfeits to the Trust.

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Contact Us at (877) 808-5994

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Contact

Phone: (877) 808-5994
or (213) 406-2366
Fax: (562) 463-5894
Email: PORACRMT@bpabenefits.com

Mail Claims To

PORAC Retiree Medical Trust
c/o Benefit Programs Administration
1200 Wilshire Blvd 5th Floor
Los Angeles, CA 90017

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NOTICE RE TAX STATEMENTS REPORTING HEALTH COVERAGE: As an eligible Beneficiary of the PORAC Retiree Medical Trust, you may receive a hard copy of your IRS Form 1095-B statement from the Trust Office, upon request. The Trust Office uses Forms 1095-B to report eligible Beneficiaries and their family members enrolled in minimum essential health coverage from the Trust. Individual taxpayers no longer need the information on the Form 1095-B to prepare and file their individual Federal tax returns. Therefore, the Trust Office is no longer mailing these forms to all beneficiaries.

If you would like a paper copy of your Form 1095-B mailed to you, you should send a written request to the Trust Office via email at PORACRMT@bpabenefits.com or via mail at PORAC Retiree Medical Trust c/o Benefit Programs Administration, 1200 Wilshire Blvd – 5th Floor, Los Angeles, CA 90017. If you have questions, please call the Trust Office at (877) 808-5994 or (213) 406-2366

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