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The Section 125 Plan

The Section 125 Plan provides tax savings by reducing employee medical premiums from your gross salary prior to calculation of federal income and social security taxes, as allowed under Internal Revenue Code (IRC) Section 125.

Medical premiums will automatically be taken as pre - tax, unless a Section 125 Waiver form is submitted to the Benefits & Work/Life Office. Contact the Benefits & Work/Life Office to request a form.

Newly eligible employees may elect to waive Section 125 at the time they choose a medical plan. Otherwise it can only be changed during the open enrollment, for a January 1 effective date.

The Section 125 Plan reduction does not reduce the salary on which an employees maximum deferral limit for the Voluntary Investment Program is calculated. The reduction does, however, lower the salary on which both Social Security and Unemployment Benefits are calculated. If an individual is close to beginning a Social Security benefit they may wish to consider waiving the Section 125 Plan for their medical premiums.

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