Benefits Plan Reports & Notices

As an employer offering ERISA compliant benefit plans, Triad is required to provide notices and reports to employees throughout the course of the year. Generally, the reports are informational only, and no action is required on the part of the employee.

Questions regarding these reports may be directed to the Benefits office.

Annual IRS 5500 Return Report Forms

• 2020 Triad Defined Benefit Pension Plan (pdf)
• 2020 Triad 401(k) Savings Plan 5500 (pdf)
• 2020 Triad 401(k) Retirement Plan 5500 (pdf)
• 2020 Triad Health and Welfare Benefit Plan for Employees 5500 (pdf)
• 2020 Triad Health and Welfare Benefit Plan for Retirees 5500 (pdf)

Annual Funding Notices/Summary Annual Reports

Annual reports for the following plans are mailed to corresponding participants for informational and compliance purposes. The summaries provide an overview of each plan's financial activity from January 1 through December 31 as required under ERISA.

• 2021 Triad Defined Benefit Pension Plan Annual Funding Notice (pdf)
• 2020 Triad 401(k) Savings Plan Summary Annual Report (pdf)
• 2020 Triad 401(k) Retirement Plan Summary Annual Report (pdf)
• 2020 Triad Health and Welfare Plan for Employees (Plan 501) Summary Annual Report (pdf)
• 2020 Triad Health and Welfare Plan for Retirees (Plan 502) Summary Annual Report (pdf)

Additional notifications

• Required Notices Package (pdf)
  Package includes:
  • Women’s Health and Cancer Rights Act (WHCRA) Notice
  • Newborns’ and Mothers’ Health Protection Act Disclosure
  • USERRA Notice
  • Medicare Part D Notice of Creditable Coverage
  • Your ERISA Rights
  • Continuation Coverage Rights Under COBRA
  • Summaries of Benefits and Coverage (SBCs)
  • Notice Regarding Wellness Program
  • Nondiscrimination and Accessibility Requirements Notice
  • Special Enrollment Notice
  • New Health Insurance Marketplace Coverage Options and Your Health Coverage
  • Information About Health Coverage Offered by Your Employer

• HIPAA Privacy Notice (pdf)
• LANL Medicare Creditable Coverage Notice (pdf)