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Lincoln Financial Group 1/22/2024
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6 Years Then Destroy
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Lincoln Financial Group 1/22/2024
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Last modified
1/23/2024 2:33:58 PM
Creation date
1/23/2024 2:33:17 PM
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Contracts
Contractor's Name
Lincoln Financial Group
Approval Date
1/22/2024
End Date
12/31/2024
Department
Human Resources
Department Project Manager
Michael Duerr
Subject / Project Title
Lincoln Financial Group HRA/VEBA Transfer
Tracking Number
0004147
Total Compensation
$0.00
Contract Type
Agreement
Contract Subtype
Other Services Agreements
Retention Period
6 Years Then Destroy
Imported from EPIC
No
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AN-700-CS (03/21) 3b Alliance 2021 <br />Minimum Value <br />The minimum value will be the principal accumulated at 1.70% through the Contract Termination Date. For <br />purposes of this paragraph, “principal” is defined as Contributions minus withdrawals, if any, but not less <br />than zero. We will calculate the minimum value on a date that is, at most, ten days prior to the Contract <br />Termination Date. <br />MINIMUM VALUE ADJUSTMENT: $288,837.03
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