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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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2.16 Health Care Expense means: <br /> ® Maximum permitted by law (i.e., Section 213(d) medical expenses). <br /> ❑ Only expenses eligible for deductible&OOP credit under the following group medical <br /> plan: <br /> ❑ Only expenses for dental and vision care that qualify as Section 213(d) medical <br /> expenses, as modified by Section 106(f). <br /> LI Other <br /> 2.20 Limited Scope Health Care Expense means: <br /> ❑ N/A <br /> ® As provided in the Basic Plan Document. <br /> ❑ Other: <br /> 2.24 Name of Plan: City of Everett VEBA PRA Plan <br /> 2.26 Plan Year is: January 1 through December 31 <br /> The initial"short"Plan Year is: N/A <br /> (month,day,year) <br /> 2.30 Spouse means: <br /> ❑ An individual who is legally married to a Participant and who is treated as a"spouse" <br /> under the Code. <br /> ❑ Other(Describe): <br /> 2.31 Name of Trust: City of Everett VEBA Trust <br /> ARTICLE III: ELIGIBILITY AND PARTICIPATION OF EMPLOYEES AND FORMER EMPLOYEES <br /> 3.1 Eligibility requirements are as follows(check and complete only those that apply): <br /> ❑ Age (Describe): <br /> ❑ Length of Service (Describe): <br /> ❑ Employment Classification (e.g., union, part-time,full-time) (Describe): <br /> ® A former or deceased Employee who, at the time of termination of employment or <br /> death, is covered under the following health reimbursement arrangement sponsored <br /> by the Adopting Employer: City of Everett VEBA HRA Plan <br /> ® Other(Describe): any employee who is entitled to a contribution to the <br /> PRA under a CBA, Memorandum of Understanding, Labor Contract,or any <br /> other agreement for a Union or Non-Represented Participant. <br /> 3.4(a) Coverage options available under the Plan include: <br /> ® Full Scope Option. <br /> ® Limited Scope Option. <br /> ❑ Suspended Account Option. <br /> ©Copyright 2017 Hitesman&Wold,P.A. Page 2 <br /> PRA Basic Plan Document Adoption Agreement(Single Employer Non-ERISA) <br />
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