Jointly Managed Trust Funds
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Overview |
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If health care costs in your district are rising dramatically and it has been awhile since you seriously evaluated your health care plan, then you should consider one of the Jointly Managed Trusts (JMT's). Technically, a JMT is a Voluntary Employees' Beneficiary Association (VEBA) described in IRS Code Section 501(c) (9). A Jointly Managed Trust is employees and employers working together year-round to purchase health care benefits. A Board of Trustees, including teacher representatives, contract with various health care providers, govern a trust and design health care plans to best meet the needs of your members. Through this joint effort, benefit costs may be lower, new benefit ideas can be explored, and problems that arise can be dealt with immediately.
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Related Documents and Forms |
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None available at this time.
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For More Information |
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| Central Valley Schools Health & Welfare Trust (CVT) |
Central Valley, North State, and Bay Area |
David B. Vaughn, Ed.D. , Exec. Dir.
(800) 288-9870
E-mail: davidv@cvtrust.org
Web site: www.cvtrust.org |
| Gold Coast Joint Benefits Trust (Gold Coast) |
Central Coast |
Linda Pierce, Trust Consultant
(650) 341-3311
E-mail: lindap@rael-letson.com
Teresa Riebs, Trust Consultant
(925) 937-6820
E-mail: teresar@rael-letson.com |
| High Desert & Inland Employee/Employer Trust (High Desert) |
San Bernardinoand Riverside Counties |
Dellita Kobold, Trust Consultant
(909) 798-8810
E-mail: dellita@cebins.com |
| Imperial County Schools Voluntary Employees Benefits Association (ICSVEBA) |
Imperial County and San Diego |
E. Jack Phelps, CLU
Managing Broker/Consultants
(800) 633-2683
E-mail: jphelps@ejphelps.com
Web site: www.icsveba.org |
| Los Angeles County Schools Joint Benefits Trust (LA County) |
Los Angeles County |
Ralph Van De Moere, Trust Administrator
(619) 260-2660
E-mail: rv@mviinc.net |
| Metropolitan Employees Benefits Association (MEBA) |
Orange, Los Angeles, Riverside, and San Bernardino Counties |
Ron W. Riley, Trust Administrator
(714) 322-1006
E-mail: rwriley@sbclobal.net |
| Monterey Bay Public Employees Trust (Monterey Bay) |
Northern Central Coast |
William E. Casper , Trust Executive Director
(888) 742-3380
E-mail: pgacasper@ultimanet.com |
| Southern California Schools Voluntary Employees Benefit Association (VEBA) |
Southern California and San Diego |
George McGregor, Trust Administrator
(619) 260-2660
E-mail: gm@mviinc.net
Web site: www.sdcsveba.com |
| Sonoma County Health and Welfare Benefit Fund (Sonoma) |
Sonoma, Napa, Solano, and Marin |
Linda Pierce, Trust Consultant
(650) 341-3311
E-mail: lindap@rael-letson.com |
| South Counties Employers/Employees Trust (SCEET) |
Southern California and San Diego |
Ralph Van De Moere, Trust Administrator
(619) 260-2660
E-mail: rv@mviinc.net |
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