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Benefit Plans Administrative Services BPAS 3/9/2020
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Benefit Plans Administrative Services BPAS 3/9/2020
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Last modified
4/8/2020 12:19:40 PM
Creation date
4/8/2020 12:18:55 PM
Metadata
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Template:
Contracts
Contractor's Name
Benefit Plans Administrative Services BPAS
Approval Date
3/9/2020
Council Approval Date
3/4/2020
Department
Human Resources
Department Project Manager
Kandy Bartlett
Subject / Project Title
BPAS Plan Adoption Agreements
Tracking Number
0002257
Total Compensation
$15,000.00
Contract Type
Agreement
Contract Subtype
Professional Services
Retention Period
6 Years Then Destroy
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CITY <br /> FUNDED POST-EMPLOYMENT HEALTH REIMBURSEMENT ARRANGEMENT <br /> BASIC PLAN DOCUMENT <br /> ADOPTION AGREEMENT <br /> This is the Adoption Agreement referred to in the Funded Post-Employment Health <br /> Reimbursement Arrangement Basic Plan Document ("Basic Plan Document"). This Adoption Agreement <br /> plus the Basic Plan Document, as amended from time to time, constitutes the Plan. <br /> ADOPTING EMPLOYER INFORMATION: <br /> Name: City of Everett <br /> Address: 2930 Wetmore Ave Suite 5-A <br /> City, State Zip: Everett, WA 98201 <br /> Federal ID # 91-6001248 <br /> Trust EIN # 83-6346037 <br /> MISCELLANEOUS: <br /> Addendum(s)Attached: ❑ Yes ® No <br /> ARTICLE I: INTRODUCTION <br /> 1.1 Original Effective Date: January 01, 2020 <br /> (month,day,year) <br /> Effective Date of Restatement: N/A <br /> (month,day,year) <br /> ARTICLE II: DEFINITIONS <br /> 2.9 Dependent means: <br /> ® "Dependent"means an individual (other than the Participant and the Participant's <br /> Spouse)with respect to whom amounts expended for medical care are excluded <br /> from the Participant's gross income under Section 105(b) of the Code, as amended. <br /> ❑ Other(Describe): <br /> 2.12 Entry Date means: <br /> ® Date Employee becomes eligible to participate. <br /> ❑ Other(Describe): <br /> ©Copyright 2017 Hitesman&Wold, P.A. Page 1 <br /> PRA Basic Plan Document Adoption Agreement(Single Employer Non-ERISA) <br />
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