Educational Reimbursement Plan
- What You Need to Know
Marathon Petroleum offers educational reimbursement benefits to encourage self-development by providing financial assistance for certain education-related expenses. This benefit is intended to encourage professionalism and assist you in increasing effectiveness in your current position, preparing you for possible advancement, and/or increasing your adaptability to new ideas and change.
The Educational Reimbursement Plan offers financial assistance for two types of education-related expenses:
- Tuition reimbursement for courses under an approved degree program or single courses outside a degree program, and
- Certification and Licensing (C&L) reimbursement for an approved licensing or professional certification program.
- Annual Maximum
Upon successful completion of an approved course, the Company will reimburse eligible expenses, including tuition, textbooks and supplies, subject to an annual maximum reimbursement of $5,250 for an undergraduate program or $9,000 for a graduate program.
Reimbursements up to $5,250 per calendar year are considered non-taxable income. Reimbursements in excess of this amount (if applicable) are generally taxable -subject to tax withholding. The $5,250 annual limit is an IRS limit and is subject to change based on IRS guidelines.
You are eligible for the Educational Reimbursement Plan (the “Plan”) if you are a regular full-time or regular part-time employee both at the time of enrollment in the course and at the time the course is completed. (Courses that begin prior to your MPC employment date are not eligible for reimbursement.)
In order to qualify for benefits under this Plan, you must have been in your position a reasonable amount of time to allow pursuit of further education or licensing without impacting your job performance, and your course/program schedule should not conflict with your regular work schedule
All Degree Programs, Non-degree courses, and C&L programs must be approved in advance by your Manager/Supervisor and your local Human Resources Business Partner (“HRBP”); you should obtain approval prior to enrolling for a course or certification or licensing program.
- Tuition Assistance (Courses under a Degree Program and Non-Degree Courses)
In order to be eligible for tuition assistance, a Degree Program or course:
- Must be consistent with your ability, potential and educational background.
- Must be in a field of interest to the Company.
- Should be applicable to the work you are currently doing or work you might reasonably be expected to be qualified to do.
- Should provide knowledge or skills you can reasonably be expected to use within the Company and that the Company will derive some benefit from.
- Formal college credit courses offered by an accredited college or university, including courses taken as part of a Degree Program and single courses taken when not pursuing a degree (“Non-degree Course”).
- Online courses offered by an accredited college or university.
- Adult education non-credit and/or Non-degree courses offered by an accredited institution.
- Private, business or technical school courses when comparable training is not available in one of the above categories.
For approved undergraduate and graduate college courses, tuition expenses, required textbooks and supplies are reimbursed at 100% after any other sources of financial aid are applied.
See the Educational Reimbursement Plan for more detailed information regarding eligible expenses under Tuition Assistance.
As part of your application for Tuition Assistance, you must complete a Tuition Assistance Repayment Agreement, in which you agree to partially or totally repay any benefit you received if you voluntarily leave the Company within a certain period of time after the date you received reimbursement. The repayment agreement will be submitted and signed online.
- Certification and Licensing (C&L)
In order to be eligible for C&L Assistance, the program:
- Must be associated with a new Certificate or License. (Expenses associated with maintaining or renewing an existing Certificate or License are not eligible.)
- Must relate to your current job function or career or a position you might reasonably be expected to obtain within the Company.
- Should be a certification or license you can reasonably be expected to use within the Company and that the Company will derive some benefit from.
- Must be a professional licensing or certification program where the license/certification is obtained as the result of a uniform examination. (NOT a training course or certification program.)
- Review or certification course prior to taking the exam (one course only).
- Examination fees (includes all fees required to take the exam, including but not limited to exam sitting fee, background check, application fee, etc.).
- Limited travel expenses.
See the Educational Reimbursement Plan for more detailed information regarding eligible expenses under C&L Assistance.
- How the Process Works
In order to request a benefit under the Educational Reimbursement Plan, the following process should be followed.
Step #1 - Obtain Approval:
Before beginning a Degree Program, a Non-degree Course, or a C&L Program, you should first obtain approval from your Manager/Supervisor and HRBP.
- To request approval to begin a Degree Program submit a Degree Program Request Online through Workday, which includes a Tuition Assistance Repayment Agreement.
- To request approval to begin a Non-Degree Course, submit a Non-Degree Course Request Online through Workday, which includes a Tuition Assistance Repayment Agreement.
- To request approval to pursue a professional Certification or License, submit a C&L Program Request Online through Workday.
Step #2 - Complete the course or Program:
After you obtain approval, you must successfully complete the course or program before you request reimbursement.
You are not eligible for a reimbursement until after the course or program has been successfully completed under the terms of the Plan.
Step #3 - Request Reimbursement:
After you have successfully completed a course or program, you can request reimbursement of your eligible expenses through Workday by submitting a Tuition Reimbursement Request or a C&L Reimbursement Request.
For step-by-step instructions on how to enter a request for reimbursement, see the Instructions for Entering Educational Reimbursement Requests, which can be found on MPCConnect. Be sure to review the instructions applicable to the type of reimbursement you are requesting.
- In addition to entering the course or program information, you must also submit all required documentation with your request. Once approved, educational reimbursement benefits are processed by payroll and will appear in your paycheck as “Tuition Aid.”
- Where to Go for Assistance
Tools and resources for the educational reimbursement process can be found under the Educational Reimbursement section on www.myMPCbenefits.com. For questions regarding the program or assistance with the online process, please create a case in Workday Help.
Managers and Supervisors who need information on how to approve or reject an employee’s request for educational reimbursement, please visit the Workday Help article on Education Reimbursement for Leaders (coming soon) for guidance.
- Where to Find Educational Reimbursement Plan Document
Go to www.myMPCbenefits.com or the Plan may be viewed in its entirety by clicking here.
No portion of this benefits summary is intended to change the terms of the plans and policies, or the official texts that control them. If there is any inconsistency between this summary and the official texts of the plans and policies, the official texts will prevail.