Welcome JM Family Retirees!
This page provides general information about retirement benefits available to you, with a focus on medical.
Recent Communications
| Date / Topic | Link |
|---|---|
| 7/14/23 – Right Opt Change Letter | Download |
| 9/22/23 – Right Opt Change Follow Up Information | Download |
Health Equity / Medical Expense Claims for Reimbursement
| Document | Link |
|---|---|
| Health Equity Quick Start Guide | Download |
| Claim Submission Instructions | Download |
| Health Equity Pre-Recorded Webinar – Learn more about your benefit and how to submit claims for reimbursement | Watch Video |
Quick and Useful Links
| Benefit / Service | Description | Contact Info |
|---|---|---|
| Health Equity | Access your Health Equity account information and submit claims for reimbursement | Sign Up Call 877-924-3967 Log In to HealthEquity |
| Medicare | Enroll in Medicare or access your Medicare account | Visit medicare.gov |
| Social Security | Estimate or start your Social Security Benefit | Visit ssa.gov Call 800-772-1213 |
| State Health Insurance Assistance Program (SHIP) | The State Health Insurance Assistance Programs (SHIPs) provide local, in-depth, and objective insurance counseling and assistance to Medicare-eligible individuals, their families, and caregivers. Click on “Find Local Medicare Help” or “SHIP Locator” to find an office in your state. | Visit shiphelp.org |
| Guide for meeting with Agent/Broker | Information provided by Medicare | Download |
| Fidelity Medicare Services | Get help with Medicare, even shop for plans in your area (not available in all states) | Visit fidelity.com |
| Alex Medicare Help | Tool to help answer Medicare questions and provide guidance | Visit myalex.com |
Plan Documents
| Service | Description | Contact Info |
|---|---|---|
| HCP | Summary Plan Description | Download |
| MPRO | Summary Plan Description | Download |
Other Contact Information
| Benefit / Service | Description | Contact Info |
|---|---|---|
| Associate Care | Main point of contact if you have any retirement benefit questions | Call 954-429-2273 associatecare@jmfamily.com |
| Fidelity | Contact for information about your Profit Sharing/401(k) Plan or Pension Plan. If you have not started your Pension benefit, contact Fidelity 90 days prior to the date you would like your payments to start. | 401k.com Call 800-827-3321 |