Finance Home | Policy Manual | Benefits Home | Benefits Manual | Deposit & Loan | Annual Report
Parish Audit Program Presentations | Accounting Resources

Employee Benefits

Click on a section title for more information... 

Health Plan Summaries   |  Insurance Policies  |    Flexible Benefit Plan
Lincoln Alliance Lay Retirement Plan  Employee Benefits Manual

The office administers benefit programs for the priests and employees of the parishes, schools, and institutions of the Diocese of Winona. These include health, dental, term life, long term disability, pension and Section 125 benefits.

Contact the Employee Benefits Manager, Krissa Hilger, at (507) 454-4643 x 268 for more information.

Health Plan Summaries

By deductible amount...

$100 Deductible (pdf)

$500 Deductible (pdf)

$1,000 Deductible (pdf)

Delta Benefit Plan Summary (pdf)

Insurance Policies

UNUM Life Group Policy

UNUM Long-Term Policy

Flexible Benefit Plan

Summary Plan Description

Lincoln 403b Information and Resources

Actively planning for retirement is an important step in achieving a financially secure future.   The DOW Benefits Committee, assisted by an independent consultant, performed an extensive review of the 403(b) annuity based plan available via the Diocese of Winona. We are pleased to announce that we enhanced our retirement plan by changing our 403(b) offering to a mutual fund based plan with our provider, Lincoln Financial Group. The name of the new plan is the Lincoln Alliance® Program; the change was implemented April 1, 2010.

Information about the Lincoln Alliance Program 

Lincoln Alliance Program - Enrollment Book (pdf)

403(b) Summary Plan Description - January 1, 2012 (pdf)

Forms for Employee Participants

Salary Reduction Agreement / Employee Information Change (pdf)

Contract Exchange Form (pdf)

Rollover Form (pdf)

 

Customer Service Contacts

Specific question regarding your 403(b) retirement can be directed to Lincoln Financial Group:

Website - www.LincolnFinancial.com 

Voice Response System / Customer Service- 800-234-3500

Participants in the Diocese of Winona lay retirement plan have a dedicated retirement consultant, Colin Hohman. Colin's contact information is listed below:

Phone:  612-308-2413 or 888-489-5890

Fax: 260-455-9534

E-mail: colin.hohman@lfg.com

     
Copyright 2010 Diocese of Winona

Web Design, Content Management System by Itechra