Tortoise Capital Benefits

  • Current Benefits
    • 2025 US Benefits at a Glance
    • Lifestyle Benefits
  • 2026 Open Enrollment
  • US Forms & Resources
    • Qualifying Life Event
  • US Legal Notices
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Welcome

To your centralized resource for benefit information

At the center of the Tortoise Capital Culture is a people focused philosophy representing our clients, our employees, and our community. We believe in investing heavily in our benefit plans to ensure we can provide best-in-class offerings and coverage to our employees and their families. Our employees are one of its greatest assets and our benefit plans reflect its goals to enhance and improve the overall well-being of our employees and their families.

Have questions? Reach out to a team member.

Mary Meacham


EVP, Head of People & Talent
816-377-1994
MMeacham@tortoisecapital.com

Actual benefits paid will be governed by the terms of the applicable individual plan documents, insurance contracts or firm policies. Tortoise Investments, LLC maintains the right to revisit its policies and change, modify or terminate any benefits offered. Please contact a member of the Human Resources team if you have any questions about the information provided.

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Related Documents

US Lifestyle Benefits

Employee Assistance Program

  • Unum’s EAP Services

Mindful by BlueKC

  • Mindful by BlueKC
  • BlueKC A Healthier You

Benefits at a Glance

Blue KC

  • BlueKC 2024 Premium Drug List
  • BlueKC Member Guide
  • Blue KC Virtual Care
  • Maternity & Breast Pump Coverage
  • SmartShopper Resource
  • BCBS Global Core Flyer

Delta Dental

  • Delta Dental – Unlimited Cleaning Program
  • Delta Dental – Risk 4 Kids Program

WEX Benefits (HSA & FSA)

  • Health Savings Account (HSA)
  • HSA Contribution Limits & Regulations
  • Medical Flexible Spending Account (FSA)
  • Dependent Care FSA
  • Limited Flexible Spending Account (FSA)
  • FSA Contribution Limits & Regulations
  • WEX Benefits Mobile App
  • WEX Benefits Technology & Resources

401k

  • 401(k) Guide
  • Managed Accounts FAQ

LifeLock

  • LifeLock Plan Features Guide
  • LifeLock Quick Set Up Guide

Accident and Critical Illness

  • Accident Insurance – Summary of Benefits
  • Critical Illness – Summary of Benefits
  • Critical Illness Summary Plan Description
  • Critical Illness – Wellness Incentive Instructions

Flexible Spending Accounts

  • FSA – Overview
  • FSA – Summary Plan Description
  • Resource – How to File a Claim
  • Resource – Claims Sync with your FSA
  • Resource – FSA Eligible Expenses
  • Form – Reimbursement Claim Form

Health Savings Accounts

  • HSA Overview
  • HSA – Fee Schedule
  • Resource – Eligible Expenses
  • Resource – Beneficiary Designation
  • Resource – Investing Your HSA Funds
  • Resource – HSA Bank Mobile App
  • Form – HSA Rollover Request

Identity Theft Protection and Legal Protection

  • LifePlan Brochure
  • LegalZoom LifePlan Benefit Summary

Life and AD&D

  • Resource – Basic Life and AD&D Summary
  • Resource – Voluntary Life and AD&D Summary
  • Form – Evidence of Insurability
  • Form – Life Benefit Claim Form
  • Form – AD&D Claim Form

Medical

  • Resource – BCBS Member Guide
  • Resource – Treatment Cost Estimator
  • Resource – Claims Payment & HSA Sync
  • Know where to go for care
  • BLUEKC Pharmacy Tips
  • Virtual Care Information
  • Blue KC Services Guide


Summary of Benefits

Short Term and Long Term Disability

  • Overview – Short Term Disability Summary
  • Overview – Long Term Disability Summary
  • Disability Claim Form

Virtual Care

  • Blue KC Virtual Care Flyer

Travel and Accident Policy

  • BCBS Global Core
  • BCBS Global Core Reimbursement Form

Tuition Reimbursement

  • Tuition Reimbursement Request Form
  • Contact HR
  • Forms and Resources

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