Documents and Resources
General Plan Documents
2019 Summary Plan Description (SPD)
2020 Summary of Material Modifications (SMM)
2020 - 2021 Summary of Material Modifications (SMM)
2021 Summary of Material Modifications (SMM)
2022 Summary of Material Modifications (SMM)
2023 Summary of Material Modifications (SMM)
2025 Summary of Material Modifications (SMM)
2026 Summary of Material Modifications (SMM)
2026 Summary of Material Modification (SMM) amending prior SMM
2026 Summary of Material Modification (July 1)
2025 Participation Agreement - AICP General Members / Local 111 Signatory
2025 Participation Agreement - AICP General Members / Not Signatory to Local 111
2025 Participation Agreement - AICP Production Team Members
2023 Trust Agreement
2025 Amendment to Trust Agreement
2025 Redline of Amendment to Trust Agreement
Policy and Procedures for the Collection of Contributions
2024 Summary Annual Report
2023 Summary Annual Report
2022 Summary Annual Report
2021 Summary Annual Report
2020 Summary Annual Report
2019 Summary Annual Report
Insurance Provider Documents
2026 PLAN YEAR:
Premier PPO Summary of Benefits and Coverage
Premier PPO Benefit Summary
Classic Plus PPO Summary of Benefits and Coverage
Classic Plus PPO Benefit Summary
Platinum HMO Summary of Benefits and Coverage
Platinum HMO Benefit Summary
High Deductible Health Plan w/ Health Savings Account (HSA Plan) Summary of Benefits and Coverage
High Deductible Health Plan w/ Health Savings Account (HSA Plan) Benefit Summary
Silver Select HMO Summary of Benefits and Coverage
Silver Select HMO Benefit Summary
Vision Benefit Summary
Dental Summary of Benefits and Coverage
Dental Benefit Summary
Dental Certificate of Coverage
Short Term Disability Benefit Summary - California Residents
Short Term Disability Benefit Summary - Non-California Residents
Long Term Disability Benefit Summary - California Residents
Long Term Disability Benefit Summary - Non-California Residents
Basic Life and Accidental Death and Dismemberment Benefit Summary - Freelance
Basic Life and Accidental Death and Dismemberment Benefit Summary - Staff - $25,000 Benefit Level
Basic Life and Accidental Death and Dismemberment Benefit Summary - Staff - $50,000 Benefit Level
Supplemental Life Benefit Summary - Freelance
Supplemental Life Benefit Summary - Staff
Voluntary Accident Benefit Summary
Voluntary Critical Illness Benefit Summary
Voluntary Hospital Indemnity Benefit Summary
HSA 2026 FAQs
HSA Spendiing Account Web Portal Guide
HSA Deposit Instructions
HSA Account Holder Contribution Form (not for employers)
HSA Contribution Correction Form
HSA Investments Quick Reference Guide
HSA Investments Comprehensive Reference Guide
HSA Guide to Disenrollment - What Happens to your HSA if your PHBP Coverage Terminates
Voluntary Benefit Claim Forms - Accident, Critical Illness, Hospital Indemnity
Voluntary Benefit Portability - Extension of Coverage if your PHBP Coverage Terminates
Supplemental Life Insurance Portability and Conversion Details
Supplemental Life Insurance Portability Application
Supplemental Life Insurance Conversion Application
Employee Assistance Program
CERTIFICATES / EVIDENCE OF COVERAGE
Premier PPO
Classic Plus PPO
California Classic Platinum HMO
High Deductible Health Plan w/ Health Savings Account (the “HSA Plan”)
Vision
Dental
Basic and Voluntary Life - Freelance - CA
Basic and Voluntary Life - Freelance - Non-CA
Basic and Voluntary Life - Staff - $25k Benefit Level - CA
Basic and Voluntary Life - Staff - $50k Benefit Level - CA
Basic Life - Staff - $25k Benefit Level - Non-CA
Basic Life - Staff - $50k Benefit Level - Non-CA
Short Term Disability - Freelance - CA
Short Term Disability - Freelance - Non-CA
Short Term Disability - Staff w/ $25k Basic Life - CA
Short Term Disability - Staff w/ $50k Basic Life - CA
Short Term Disability - Staff w/ $25k Basic Life - Non-CA
Short Term Disability - Staff w/ $50k Basic Life - Non-CA
Long Term Disability - Freelance - CA
Long Term Disability - Freelance - Non-CA
Long Term Disability - Staff w/ $25k Basic Life - CA
Long Term Disability - Staff w/ $50k Basic Life - CA
Long Term Disability - Staff w/ $25k Basic Life - Non-CA
Long Term Disability - Staff w/ $50k Basic Life - Non-CA
Accident Insurance - Freelance
Accident Insurance - Staff
Critical Illness Insurance - Freelance
Critical Illness Insurance - Staff
Hospital Indemnity Insurance - Freelance
Hospital Indemnity Insurance - Staff