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Employee Benefits

Welcome to the Office of Employee Benefits!

The Office of Employee Benefits supports the work of Roman Catholic Diocese of Portland through coordination of employee group benefit offerings. We provide assistance to employees in understanding and utilizing their benefits.

Lay Employee Health Plan

The Roman Catholic Bishop of Portland Group Health Plan part of the Reta Trust. Our vendor for health insurance is Aetna. For more information about Aetna please visit their website at

Optium RX is our pharmacy benefit administrator and processes the prescription claims. Their contact information is

The annual open enrollment period for the lay employee health plan begins May 1st starting in 2014. The effective date of coverage is July 1st. The cost of the Employee and Dependent coverage under this Plan is shared by the employer and employee.

As an enrollee in this health plan, you are automatically eligible to participate in the Voluntary Employee Wellness Program at no cost to you. This program allows you to receive professional help to assist in developing and tracking your own wellness goals. It includes 2 individual health screens with a nurse during the Plan Year (January 1st to December 31st). As an added incentive each employee has the potential to earn up to $380.00 at the end of every program year! The payment is based on the number of wellness activities you participate in and whether or not you meet some or all of the established criteria.

Lay Teacher Pension Plan

The Roman Catholic Bishop of Portland sponsors a defined contirbution plan for all principals, teachers, and education technicians for grades K-12 in Diocesan schools who work at least 1,000 hours per year.

Lay Employee Pension Plan

The Roman Catholic Bishop of Portland sponsors a defined benefit plan for all lay employees who work at least 1,000 hours per year and are not eligible for the lay teacher pension plan.

For additional information, please contact:

Nancy Lombardi
Employee Benefits Coordinator
207-773-6471, x7827


Request for Change Form - To be completed by the employer for making changes to health enrollment information

Pension Enrollment/Change Form - To be completed by the employer for enrolling or making changes to pension information

HRA Claim Form (as of 4/1/12)

Department of Labor FMLA Handbook

Plan A Summary

Plan B Summary

Plan C Summary

Dental Benefit Summary

Pharmacy Benefit Summary

Pharmacy Mail Order Form

Special HRA Form (Boston, Disease Management, special surgeons

Reta MPD Program Exception Form