Fund Info

Pension Plan 2023 Year End Tax Documents

The Trust Fund Office will be mailing the Pension Plan 2023 1099-R Tax Forms no later than January 31, 2024, to all retirees receiving monthly pension payments.
After January 31, 2024 the 1099-R Tax Forms will also be available on the Trust Fund website at www.aitrustfunds.org and can be downloaded or printed directly from the website. If you don’t already have access to the website, creating an online account is simple and takes just a few minutes to complete. Visit www.aitrustfunds.org for details on how to create an account so that you can review your benefit information.

Your rights and protections against surprise medical bills

Effective January 1, 2022, the No Surprises Act went into effect. This law prohibits medical providers from “balance billing” you when you get emergency care or get treated by an out-of-network provider at an in-network hospital or ambulatory surgical center. “Surprise billing” is an unexpected balance bill. This can happen when you can’t control who is involved in your care—like when you have an emergency or when you schedule a visit at an in-network facility but are unexpectedly treated by an out-ofnetwork provider.
You are protected from balance billing for:

Emergency services
If you have an emergency medical condition and get emergency services from an out-of-network provider or facility, the most the provider or facility may bill you is your plan’s in-network cost-sharing amount (such as copayments and coinsurance). You can’t be balance billed for these emergency services. This includes services you may get after you’re in stable condition unless you give written consent and give up your protections not to be balanced billed for these post-stabilization services.

Certain services at an in-network hospital or ambulatory surgical center
When you get services from an in-network hospital or ambulatory surgical center, certain providers there may be out-of-network. In these cases, the most those providers may bill you is your plan’s in-network cost-sharing amount. This applies to emergency medicine, anesthesia, pathology, radiology, laboratory, neonatology, assistant surgeon, hospitalist, or intensivist services. These providers can’t balance bill you and may not ask you to give up your protections not to be balance billed.
You’re never required to give up your protections from balance billing. You also aren’t required to get care out-of-network. You can choose a provider or facility in your plan’s network. If you believe you’ve been wrongly billed, you may contact the Automotive Industries Welfare Plan at (800) 635-3105, by email at AISupport@hsba.com, or by visiting www.aitrustfunds.org for assistance. Visit www.cms.gov/nosurprises for more information about your rights under federal law.

The Member Assistance Program can help with many life related stresses

The Trustees of the Automotive Industries Welfare Fund partnered with Uprise Health to provide an Employee Assistance Program (EAP) and a Legal/Financial Program (LFP). These resources can help you resolve personal problems in the early stages.
Uprise Health offers a confidential support service and referral program. It is designed to help you and your family with personal issues such as:

• Stress
• Parenting
• Aging
• Grief/Loss
• Anxiety
• Relationships
• Family
• Marriage
• Work Issues
• Alcohol/Drug
• Finances
• Depression
• Adoption
• Estate Planning
• Bankruptcy
• Immigration
• Child Custody
• Real Estate
• Criminal Issues
• Tenant’s Rights
• Divorce

Customer Care Professionals will help you find the right resources and services including counselors, legal representatives, and financial professionals who can provide counseling sessions, coordinate the appropriate treatment, and provide referrals if needed. Office hours are from 6 am to 5pm PST. After hours calls will be returned the following day. Crisis support is available 24 hours a day, 7 days a week.

The services provided under the EAP and LFP program are 100% confidential and are at no cost to your or your dependents. For more information or to get assistance in making an appointment, call Uprise Health at 1-888-690 1349 or visit https://hmc.personaladvantage.com using the AUTOMOTIVE as the access code.

Reminder: Pension plan searching for former participants

The Automotive Industries Pension Plan currentlyvhas approximately 2,000 participants who are entitled to receive a pension payment under the plan but have not made an application for their money. If you know someone who used to work in the industry during the 1970’s or 1980’s, is over age 65 and is not receiving a pension payment from the Trust Fund, they could be missing out on a monthly payment from the plan. Have them contact the Trust Fund Office at 800-635-3105 for a review of their work history to see if they are eligible.

Reminder: Update Your Address with the Trust Fund Office

 You should update your address with the Trust Fund Office within 30 days of moving to your new residence.

You can submit your address change directly through the Trust Fund website at www.aitrustfunds.org by logging onto your personal account and completing the online form.

Health and Retirement Benefits

If you are looking for information about your health and pension benefits, please contact:

Automotive Industries Trusts Funds

Health Services & Benefit Administrators
4160 Dublin Boulevard, Suite 400
Dublin, CA 94568-7756

Phone (800) 835-3105
Email: AISupport@hsba.com
Website: www.aitrustfunds.org


Charles W. Besocke,
Fund Manager


IAM National Pension Fund

1300 Connecticut Avenue, NW, Suite 300
Washington, DC 20036-1711

Phone: 1-800-424-9608
Email: iamcontact@iamnpf.org
Website: www.iamnpf.org


 IAM introduces new Group Medicare Plan

The IAM has worked for months to negotiate a new Group Medicare plan for Medicare-eligible retirees, spouses, surviving spouses and Medicare-eligible dependents.

In October, the IAM announced a new partnership with Employee Benefit Systems and TLC Insurance Group. This plan can help serve the Medicare needs for our Medicare-eligible retirees, their spouses, and surviving spouses. This new best-in-class IAM Group Medicare Advantage plan, offered through Humana, is rich in benefits.

Visit iam4.me/iamhumana for more information.
Here are some of the benefits that IAM retirees are so excited about:
• Available in all 50 states, plus Puerto Rico and the District of Columbia;
• National Passive Group Medicare PPO Plan that allows members to use the doctor and hospital of their choice nationally;
• In-network and out-of-network benefits are identical;
• Robust Prescription Group Plan included;
• Low out of pocket maximum;
• No deductibles on the IAMAW Group plan;
• Low copays! Primary Care Physician – $0 copay Specialist – $30 copay

By now, you should have received an announcement letter, followed by a group enrollment packet with details on the new group plan. If you have questions, feel free to call the Humana Enrollment Department toll free at 1-800-833-2411 for questions and enrollment assistance.

Retiree participation is not mandatory. Enrollment into the plan is by self-choice. The IAM recommends that all retirees compare the benefits of this new IAM Group Medicare plan with their current coverage prior to making any decision on their 2021 Medicare healthcare options. Visit iam4.me/iamhumana for more information.


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