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Welcome to the Northwest Financial Associations’ (NWFA) Employee Benefits Trust! The Trust offers a full range of employee benefit programs and services to help meet the needs of your Financial Institution. In addition to our product offerings, we pride ourselves on providing excellent service to our clients and their employees.

 

TO REQUEST A QUOTE OR FOR MORE INFORMATION

 

Please contact the association team at DiMartino Associates:

 

DiMartino Associates

Phone: 206-623-2430

nwfa@dimarinc.com

 

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OREGON

 

Benefits Program Information

Membership Information  |  2024 Plan Menu  |  2025 Plan Menu

Quote Checklist Quote Census Template

Non-Bank Membership Information  Contact List   SPD

Medicare Part D 2024 Cover Letter | Medicare Part D 2024 Creditable Coverage Status

 

New Groups Setup Paperwork

New Group Setup Checklist

2024 Group Master Application  |  2025 Group Master Application

2024 Employee Enrollment Form  |  2025 Employee Enrollment Form

2024 Voluntary Coverages  |  2025 Voluntary Coverages
Enrollment Census Template   EFT Authorization Form   SIMON Access Request Form

 

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Medical Plan Information | Regence Blue Cross Blue Shield of Oregon

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_______________*2025*______________

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Medical Plan Summaries (SBCs)

Effective January 1, 2025 – December 31, 2025

Note: SBCs are not network specific

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PPO 80|500       PPO 80|1000       PPO 80|1500       PPO 80|2000       PPO 80|2500


PPO 80|3000       PPO 80|3500       PPO 80|5000       PPO 70|1500       PPO 70|2000


PPO 70|2500       PPO 70|3000       PPO 70|5000      PPO 70|6000      PPO 70|7000


 PPO 100|7900      HSA 80|1500      HSA 80|2500      HSA 80|3500      HSA 80|5000

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Medical Plan Booklets [Coming Soon]

Effective January 1, 2025 – December 31, 2025

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_______________*2024*______________

 

Medical Plan Summaries (SBCs)

Effective January 1, 2024 – December 31, 2024

Note: SBCs are not network specific

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PPO 80|500       PPO 80|1000       PPO 80|1500       PPO 80|2000       PPO 80|2500


PPO 80|3000       PPO 80|3500       PPO 80|5000       PPO 70|1500       PPO 70|2000


PPO 70|2500       PPO 70|3000       PPO 70|5000       PPO 100|7900       HSA 80|1600


HSA 80|2500       HSA 80|3500      HSA 80|5000

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Medical Plan Booklets

Effective January 1, 2024 – December 31, 2024

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PPO 80|500       PPO 80|1000       PPO 80|1500       PPO 80|2000       PPO 80|2500


PPO 80|3000       PPO 80|3500       PPO 80|5000       PPO 70|1500       PPO 70|2000


PPO 70|2500       PPO 70|3000       PPO 70|5000       PPO 100|7900      HSA 80|1600


HSA 80|2500       HSA 80|3500      HSA 80|5000

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Dental Plan Information

Groups of 1-59 covered employees: Employer may offer in any combination, 1 DDW plan* + the Willamette Dental plan.

Groups of 50+ covered employees: Employer may offer in any combination, 2 DDW plans* + the Willamette Dental plan.

 

*If offering dual choice, a minimum of 10 employees must be enrolled in the DDW plan

 

2025 Delta Dental of Oregon (DDO) Dental Booklets

 

Plan B (Incentive)       Plan C (With OON)       Plan E       Plan F       Plan G

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2024 Delta Dental of Oregon (DDO) Dental Summaries

 

Plan B (Incentive)       Plan C (With OON)       Plan E       Plan F       Plan G​

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2025 Willamette Dental

 

Willamette Dental Summary

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2024 Willamette Dental

 

Willamette Dental Summary

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Vision | VSP

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Vision Summaries

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Vision Plan 1      Vision Plan 2      Vision Plan 3      Vision Plan 4

 

Employee Assistance Program

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If the employer has selected medical coverage through The Trust, all employees are automatically enrolled in the First Choice EAP – 3 Visit model. An employer may elect to Buy-Up to the First Choice Enhanced EAP – 5 Visit model at an additional cost.

 

Basic Plan      Enhanced Plan

 

Group Life/AD&D, STD & LTD – Standard Insurance

100% of eligible employees must participate

 

Life/AD&D Summaries

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Plan 1 – 1 X Annual Salary to $300K       Plan 2       Plan 2.5       Plan 3       Plan 5       Plan 6       Plan 7

 

STD Plan Summaries

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Plan 1       Plan 2

 

LTD Plan Summaries

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Plan 1       Plan 2       Plan 3       Plan 4       Plan 5       Plan 6

 

Voluntary Life/AD&D – Standard Insurance

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Life Summary

Employee: 5 X Annual Salary to $300,000; Guarantee Issue $80,000

Spouse: 50% of Employee Election to $150,000; Guarantee Issue $20,000

Children: 50% of Employee Election: $5,000 or $10,000; All Guarantee Issue

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AD&D Summary

Employee: 10 X Annual Salary to $500,000

If dependents are elected, the amount of insurance will be as follows:

Spouse Only: 50% of Employee amount

Children Only: 20% of Employee amount for each child

Spouse & Children: 50% of Employee for Spouse, 5% of Employee for each child

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Worksite and Legal – MetLife Insurance

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MetLife - 2024 Voluntary Accident Summary

MetLife - 2024 Voluntary Critical Illness Summary

MetLife - 2024 Voluntary Hospital Indemnity Summary

MetLife Legal Plans Product Overview

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