Benefits Eligibility Requirements

The following charts show how eligibility for employee benefits is determined.

Health and Welfare Plans

BELI CodeBenefits PackageInitial RequirementsContinuing Requirements[1]Loss of Eligibility
1 Full

50% or more for 12 months or more 

Accumulation of 1,000 eligible hrs. (or 750 hrs. for Lecturers) in a rolling 12-month period.

(including previous UC employment)

Minimum 17.5 average hours of service weekly, measured after each  standard  measurement period

System will change to BELI 5 effective Jan 1 and initiate COBRA 
2 Mid-Level NOT a member of a UC-sponsored defined benefit retirement plan

AND
Minimum 50% appointment for 12 months or more
Minimum 17.5 average hours of service weekly, measured after each  standard  measurement period System will change to BELI 5 effective Jan 1 and initiate COBRA 
3 Mid-Level NOT a member of a UC-sponsored defined benefit retirement plan AND 100% for 3 months or more,   but less than one year Minimum 17.5 average hours of service weekly, measured after each  standard  measurement period System will change to BELI 5 effective Jan 1 and initiate COBRA 
4 Core

Group A: 43.75% or more but does not satisfy % and duration for BELI 1, 2, or 3

Group B: APPT. Types 4, 5, 6, By Agreement, Seasonal 75% or more for 3 months or more

Group A: Minimum 17.5 average hours of service weekly, measured after each  standard  measurement period

Group B: Minimum 30 average hours of service weekly, beginning with the initial  measurement period

Change to BELI 5 effective Jan 1 and initiate COBRA 
5 None

Employee is ineligible for Health and Welfare Benefits because of excluded appointment type or does not meet the BELI 1 – 4 requirement:

Group A: Don’t meet % and duration above    [Subject to Initial Measurement Period  (IMP) on 1 year anniversary.]

Group B:  Don’t meet % and duration above; Seasonal employees

Group A: Minimum 17.5 average hours of service weekly measured after each standard measurement, if  found eligible after IMP. 

Group B: Subject to initial and standard measurement periods, with a threshold of 30 average hours of service weekly

N/A
P Post-Doctoral Benefits

Title codes 3252, 3253, 3254

Eligible for Postdoctoral Benefits package http://vspa.berkeley.edu/

Appointment is at least 50% for one year or more or 100% for at least three months.

Minimum 17.5 average hours of service weekly, measured after each  standard  measurement period  

 

[1]Health & Welfare Plans without Continuing Requirements:

The following list of plans do not have ongoing eligibility requirements and may be continued regardless of BELI code as long as any required contributions are made by the employee through payroll deduction.

  • Supplemental Life
  • Expanded/Basic Dependent Life
  • Accidental Death & Dismemberment
  • Legal
  • Automobile/Homeowners/Renters
  • Dependent Care FSA
  • Health FSA
  • TIP

Status Qualifier Codes

Certain Qualified Status situations affect an employee's benefits eligibility. The Status Qualifier Code (SQC) may be used to establish eligibility or continue eligibility where an employee’s status otherwise looks ineligible.  Conversely, the code may make an appointment ineligible for benefits that otherwise looks eligible for benefits. These situations should be identified by use of the BELI SQC(s) in addition to the BELI code itself. See Benefits Eligibilty: Status Qualifier Codes for more information.

Retirement Plans

PlanEligibility RequirementsExclusions

University of California Retirement Plan (UCRP)
UCRP is a defined benefit retirement plan.  If eligible, membership is mandatory.

 

To be eligible for UCRP membership:

Appointment must be 50% or more for 12 months or longer
OR
Employee has worked 1,000 eligible hours (or 750 hrs. for Lecturers) in the most recent rolling 12 month period (including previous UC employment) AND is not excluded from UCRP membership.

Both employees and UC make contributions to fund the plan. After a 20-year holiday, contributions to the plan began with May earnings 2010.

 

  • Visiting appointments 8/1/90 or after
  • By agreement appointments that are paid a flat amount and have no covered compensation
  • Casual restricted appointments
  • Per diem appointments
  • Regents' professors or lecturers
  • Those here for primarily for education or training (unless in a career position)
  • Those who receive “special compensation” but no “covered compensation
  • Active PERS members

DCP—Regular
DCP—Regular is a defined contribution retirement plan.

 

Between 1990 and April 2010--a contribution holiday for UCRP--UC redirected employee UCRP contribution to this plan.  Resumption of UCRP contributions was/is subject to collective bargaining. Some employees covered by bargaining agreements may continue to contribute to DCP-Regular.

The contributions default to the UC Savings Fund, but employees manage their investments through Fidelity Retirement Services.

 

DCP—Casual/Safe Harbor
Safe Harbor is a defined contribution retirement plan.

Participants are part-time, seasonal and temporary UC employees who are not eligible to participate in UCRP and whose wages are not subject to Social Security taxes.

The contributions default to the UC Savings Fund, but employees manage their investments through Fidelity Retirement Services.

  • Students, during periods of full time enrollment
  • Resident aliens with F-1 and J-1 visa status

If your UC position is represented by a union, the terms of your pension and health benefits are subject to collective bargaining and governed by your unions contract with UC.