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Eligibility

To purchase a Medicare Supplement Health Plan medical plan, retirees must be enrolled in Medicare Part A and Part B1 and satisfy one of the eligibility requirements listed below:

Members of the clergy, must:

  • Be a former employee of an Episcopal employer
  • Be age 65 or older
  • Have a vested benefit under the Clergy Pension Plan

Lay employees or members of a religious order, must:

  • Be a former employee of an Episcopal employer
  • At the time of separation from their employment:
  • Have been an exempt employee OR
  • Have been a non-exempt employee scheduled to work, and compensated for, 1,000 or more hours per year for a minimum of five years
  • Be age 65 or older
  • And either:
  • Have participated in a pension plan sponsored by CPF for a minimum of five years OR
  • Be a former employee of a group that participated in a health plan offered through the Medical Trust

Pre-65 retired employees who are disabled, must:

  • Be certified as "disabled" based on the guidelines established by the Church Pension Fund 2
  • Be a former employee of a group that participated in a health plan offered through the Medical Trust and, at the time employment ended, were:
  • Participating in a Medical Trust plan, or were eligible to participate in a plan
  • At least age 55
  • If the employee is a cleric, have a vested benefit under the Clergy Pension Plan
  • If the employee was a lay employee, have five or more continuous years of service with The Episcopal Church

Retirees who have taken Early Retirement should call Client Services at (800) 480-9967 Monday – Friday, 8:30AM – 8:00PM ET (excluding holidays) about their eligibility for Medical Trust health plans.

Dependents

To purchase a Medicare Supplement Health Plan for dependents, they must be enrolled in Medicare Part A and Part B. Eligible dependents include the employee's:

  • Spouse (If your spouse is over age 65 and you are an active employee, your spouse will be covered by your active medical benefits.)
  • Surviving spouse
  • Former spouse, provided the eligibility requirements are met
  • Domestic partner
  • Surviving domestic partner
  • Disabled dependent child, if the disability began before age 25
  • Surviving disabled dependent child, if the disability began before age 25

If you have questions, please consult the Administrative Policy Manual or call Client Services at (800) 480-9967 Monday through Friday, 8:30AM to 8:00PM ET (excluding holidays) or email us  

1 Enrollment in Medicare Parts A and B is required for participation in the Medicare Supplement Health Plan medical plans, but is not required for the dental plans.

2 You are considered disabled if you have a medically determinable physical or mental condition which prevents you from engaging in substantial gainful activity and which can be of long-continued or indefinite duration.

 

Health benefits are offered through plans maintained by Church Pension Group Services Corporation (doing business as The Episcopal Church Medical Trust), 19 East 34th Street, New York, NY 10016.

The Episcopal Church Medical Trust Disclaimer

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Need Help?

Call Client Services for assistance
(855) 215-5990
Monday – Friday
8:30AM – 8:00PM ET
(excluding holidays)

Fax Number
(877) 4-FAX-CPG
(877) 432-9274

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