The Iron Workers District Council Annuity Trust is designed to supplement your other retirement benefits. When you become a participant in the Annuity Plan, an individual account is established in your name. Employer contributions are made on your behalf to your individual account. You choose how to invest the employer contributions made to the Annuity Plan by contacting Milliman at 1‑866-767-1212, or by signing in to their website.
Please take time to review the Annuity Summary Plan Description. If you are married, share the information with your spouse. If you have questions about your benefits please contact the Annuity Trust Office at 937-454-1744.
The following electronic forms are available for you to complete, print and return to the Annuity Trust Office if you are requesting a Loan, or in the event of a Distribution request. Before accessing the below forms, you must download the free Adobe Acrobat Reader to view and print these forms.
These forms are temporarily unavailable as the Annuity recordkeeper transitions from Milliman to Prudential. The new Prudential forms will be available here as soon.
Annuity Loan Application Packet – if you are purchasing a vehicle, land, or a home; need a home improvement or home retention loan, student loan(s), disability loan, or funeral expenses loan.
Annuity Distribution Packet – used to request payout of funds in the event of your retirement, termination, or disability.