Benefits Eligibility Requirements

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

Health and Welfare Plans
Retirement Plans

Health and Welfare Plans

Benefits Package	Initial Requirements	Continuing Requirements^[1]	Loss of Eligibility
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 NONE effective Jan 1 and initiate COBRA
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 NONE effective Jan 1 and initiate COBRA
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 NONE effective Jan 1 and initiate COBRA
Core	Group A: 43.75% or more but does not satisfy % and duration for Full or Mid-Level 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 NONE effective Jan 1 and initiate COBRA
None	Employee is ineligible for Health and Welfare Benefits because of excluded appointment type or does not meet the Full, Mid-Level, or Core 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
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 as long as any required contributions are made by the employee through payroll deduction.

Supplemental Life
Expanded/Basic Dependent Life
Accidental Death & Dismemberment
Automobile/Homeowners/Renters

Retirement Plans

Plan	Eligibility Requirements	Exclusions
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

Plan

Eligibility Requirements

Exclusions

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 union's contract with UC.

Benefits Eligibility Requirements

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