The Reta Trust

𝐎𝐔𝐑 𝐂𝐎𝐌𝐌𝐈𝐓𝐌𝐄𝐍𝐓 𝐓𝐎 𝐂𝐀𝐓𝐇𝐎𝐋𝐈𝐂 𝐇𝐄𝐀𝐋𝐓𝐇𝐂𝐀𝐑𝐄 Reta was established in 1978 as an ERISA Trust which has allowed us to shape our Catholic healthcare plans and programs to conform with the directives and social and moral teachings of the Roman Catholic Church. Since our humble beginnings as the first to offer Catholic healthcare, Reta continues to deliver on this founding commitment that is core to everything we do. In how we design benefit plans and programs for employees of Catholic organizations nationwide. With how we audit our claims for ERD compliance. In our everyday business operations. Even Reta’s decisions on how we invest plan reserves are aligned with Catholic principles. Reta is a self-governed trust. That means our member trustees and Trustors make all the decisions. And as a nonprofit organization, we return excess reserves to our member Trustors, unlike some of our competitors who retain them as profit. 𝗢𝗨𝗥 𝗧𝗘𝗖𝗛𝗡𝗢𝗟𝗢𝗚𝗬 𝗣𝗟𝗔𝗧𝗙𝗢𝗥𝗠𝗦 𝗙𝗢𝗥 𝗔𝗗𝗠𝗜𝗡𝗜𝗦𝗧𝗥𝗔𝗧𝗜𝗢𝗡 𝗔𝗡𝗗 𝗖𝗢𝗠𝗠𝗨𝗡𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 Another advantage of being a Reta Trustor is that benefits communications, online enrollment, plan administration and state and federal compliance services are included with Reta healthcare coverage. 𝑶𝒏𝒍𝒊𝒏𝒆 𝑬𝒏𝒓𝒐𝒍𝒍𝒎𝒆𝒏𝒕 𝒂𝒏𝒅 𝑷𝒍𝒂𝒏 𝑨𝒅𝒎𝒊𝒏𝒊𝒔𝒕𝒓𝒂𝒕𝒊𝒐𝒏 Reta offers a comprehensive online benefits enrollment and administrative platform called RetaEnroll. It’s part of a 24-7 benefit information portal powered by Benefit Allocation Systems (BAS). 𝑷𝒆𝒓𝒔𝒐𝒏𝒂𝒍𝒊𝒛𝒆𝒅 𝑷𝒂𝒓𝒕𝒊𝒄𝒊𝒑𝒂𝒏𝒕 𝑪𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒐𝒏 The Reta Benefits Center (RBC) is an online interactive participant communication portal that is automatically customized to each Trustor and personalized to each individual employee. The Reta personalized digital bulletin series is specifically designed to provide pertinent and timely benefit information to our Trustors, their brokers and employees.