named programs · 3 · from sources
what they call their work
Benefit Advocacy
Organizes advocacy efforts to protect and preserve retirees' healthcare, life insurance, and death benefits, including correspondence with AT&T leadership and legal review of benefit changes
Grandfathered Retirees Support
Maintains documentation and support for retirees grandfathered under pre-1991 benefit plans, ensuring their rights are protected
Member Information Dissemination
Provides newsletters, updates, and guidance on retirement benefits, including CARES Act implications, healthcare plan changes, and beneficiary designations
activities · 3 groups
what they do
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Retiree Benefits Advocacy & Education 5 activities
- Advocacy for Pension and Benefit ProtectionThe organization actively advocates for the protection of retiree pensions and benefits, including proposing legislative amendments to ERISA, reporting on pension asset transfers, and negotiating with corporations like AT&T to safeguard retiree interests. They also collect reports from retirees to inform their advocacy efforts.
- Healthcare benefits transition supportSupports retirees during major healthcare benefit changes, including transitions from Health Reimbursement Accounts to the AT&T Medicare Advantage Plan and from Alight to the AT&T Benefits Center, by providing information, answering questions, and clarifying changes.
- Information and Support for Retiree BenefitsThe organization provides information, clarification, and support to retirees regarding changes to healthcare benefits, pension transfers, and other benefit-related transitions. This includes summarizing changes, facilitating reimbursement processes, and correcting information in communications.
- Pension transfer advocacy and monitoringAdvocates for retiree protections related to pension de-risking practices, including monitoring transfers such as the May 2023 movement of AT&T pension assets to Athene, collecting retiree reports on transfer issues, and pushing for procedural reforms like mandatory personal data verification 90 days before transition.
- Retiree information disseminationProvides timely and accurate updates to members about federal legislation (e.g., CARES Act), benefit plan details (e.g., correcting hearing aid reimbursement limits), and other relevant policy changes affecting retirees.
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Membership Application & Renewal Management 1 activity
- Membership administrationProcesses new and renewal membership applications via mail, including collection of a $34 fee through printable forms provided on the website.
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Uncategorized 2 activities
- Legislative and corporate advocacy on retiree benefitsEngages in sustained advocacy efforts including negotiating claw-back arrangements with AT&T, supporting shareholder proxies to influence executive compensation, and collaborating with groups like NRLN to develop permanent legislative protections for retirees.
- Membership ManagementThe organization manages its membership by providing printable application and renewal forms for individuals to join or continue their membership for a $34 fee.
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financials · form 990EZ · fy2022
revenue
Total revenue$17K
Contributions & grants$2K11%
Program service revenue——
Investment income——
Other revenue—
expenses
Total expenses$20K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
balance sheet
Total assets$120K
Cash—
Investments—
Liabilities—
Net assets$120K
3 years on record · 2020–2022 · YoY revenue -8.0%
leadership · form 990 part vii · fy2022
who runs it
board members · 4
- ANNE BURKART — DIRECTOR
- CAROLE HANSEN — DIRECTOR
- LEE BROWN — DIRECTOR
- TED MAZZELLA — DIRECTOR
relationships · 15
who they work with
- AASBCR® Partner — Co-signed a letter to AT&T Executive Management regarding retirement life insurance benefits.
- AT&T Partner — Met with TELCO RETIREES ASSN to discuss planned changes in life insurance and death benefits for retirees.
- AT&T Benefits Center Partner — Now handles HRA reimbursements and benefit administration for retirees previously managed through Alight.
- Alight (AON) Partner — Previously administered Medigap selection and HRA processes for retirees on behalf of AT&T.
- Centivo Partner — Offers healthcare plan options in partnership with Baylor Scott White Health for retirees in the Dallas / Fort Worth area.
- Department of Labor Government — Engages with the Department of Labor's evaluation of pension de-risking procedures as part of advocacy efforts.
- Kaiser Permanente Partner — Provides healthcare coverage for AT&T retirees in California, with special enrollment rules distinct from the UHC default.
- Mayo Clinic Partner — Offers healthcare services in certain locations through annually negotiated contracts available to retirees.
- NRLN Coalition — Telco Retirees Association is a member of the National Retiree Legislative Network (NRLN), collaborating on legislative advocacy for retiree protections.
- NRLN Partner — Collaborated with NRLN to develop permanent legislation and a legislative safety net regarding retiree benefits.
- NRLN Partner — Collaborates with NRLN on lobbying efforts to protect pension plan participants.
- NRLN (National Retirees Legislative Network) Partner — Received assistance from NRLN in seeking other cases filed and their outcomes regarding benefit reductions.
- SNET Retirees Assoc, Inc. Partner — Co-signed a letter to AT&T Executive Management regarding retirement life insurance benefits.
- Senate Congressional HELP Committee Government — Lobbying the Senate Congressional HELP Committee to review and consider an ERISA amendment to strengthen retiree pension protections.
- United Health Care Partner — Provides the default ATTMAP Advantage PPO health plan for non-grandfathered AT&T retirees.