Legal Notices

• Summary Plan Reports for Plan Year 2020
• Summary Annual Reports for Plan Year 2019
• Summary Annual Reports for Plan Year 2018
• Summary Annual Reports for Plan Year 2017
• Summary Annual Reports for Plan Year 2016

• GURP Annual Funding Notice (CY 2020)
• GURP Annual Funding Notice (CY 2019) (new window)
• GURP IRS Form 5500 (2019)
• GURP Annual Funding Notice (Calendar Year 2018)
• GURP Annual Funding Notice (Calendar Year 2017)
• GURP Annual Funding Notice (Calendar Year 2016)
• GURP Annual Funding Notice (Calendar Year 2015)
• GURP IRS Form 5500 (2015)
• GURP Annual Funding Notice (Calendar Year 2014)

• Summary of Material Modifications to Georgetown University Welfare and Fringe Benefits Plan (2021)
• Summary of Material Modifications for 403(b) Plans and GURP (2021)
• Summary of Material Modifications to Georgetown University Welfare and Fringe Benefits Plan (2020)
• Summary of Material Modifications for 403(b) Plans (2020)
• Summary of Material Modifications for 403(b) Plans (2019)

• Georgetown University Welfare and Fringe Benefits Plan Summary Plan Description for Active Employees (2016)
• Georgetown University CareFirst BlueChoice Advantage CDHP Plan Document & Summary Plan Description (2016)
• Retiree Health and Welfare Summary Plan Description (2018)
• Retiree Healthcare Reimbursement Account (HRA) Summary Plan Description (2018)

• Defined & Voluntary Contribution Retirement Plan (Combined) Summary Plan Description (2018)
• Voluntary Contribution Retirement Plan Summary Plan Description (2018)

Business Travel Accident

MetLife Insurance Plans:

• Faculty, Staff, AAP’s, Allied International, SEIU (2014)
  • Policy Endorsement (2020)
  • Amendment (2019)
  • Amendment (2018)
• Retirees
• SEIU Member Part-time

• Legal Notices for Active Benefits-Eligible Employees  (2021)
• Annual 403(b) Disclosure Notice for Fidelity Investments, TIAA, The Vanguard Group, Inc. and AXA Equitable Financial Services (pdf) (new window) (2020)
• DC Paid Family Leave Notice to Employees (2020)
• Benefits Guide for Active Employees(2021)
• Benefits Guide for Retirees (2021)
• Safe Harbor Notice for Defined and Voluntary Contribution Retirement Plans (2018)
• Notice: Changes to Vanguard Investment Options (December 2016)
• COBRA Initial Rights Notice (new window)
• Georgetown University Notice of Privacy Practices
• Update on GURP Lump Sum Distribution Restrictions (Oct 2012)
• Family Medical Leave Act (FMLA)