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Benefit Plans Administrative Services 12/26/2018
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Benefit Plans Administrative Services 12/26/2018
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Last modified
1/17/2019 10:42:27 AM
Creation date
1/17/2019 10:40:55 AM
Metadata
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Template:
Contracts
Contractor's Name
Benefit Plans Administrative Services
Approval Date
12/26/2018
Council Approval Date
12/12/2018
Department
Human Resources
Department Project Manager
Sharon DeHaan
Subject / Project Title
HRA VEBA Account for LEOFF Trust Plan B
Tracking Number
0001615
Total Compensation
$0.00
Contract Type
Agreement
Contract Subtype
Professional Services
Retention Period
6 Years Then Destroy
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3.4(b) Coverage option determined as follows: <br /> ❑ N/A <br /> ® As provided in the Basic Plan Document (i.e., Full Scope Option unless affirmative <br /> election of another option) <br /> ❑ Participants enrolled in the high deductible health plan are automatically enrolled in <br /> the following option unless they affirmatively elect another option: <br /> ❑ Limited Scope Option. <br /> ❑ Suspended Account Option. <br /> 3.4(c) Reimbursement rules: <br /> ❑ N/A <br /> ® As provided in the Basic Plan Document <br /> ❑ Other: <br /> 3.5 Termination of Contributions: <br /> ❑ As provided in the Basic Plan Document(i.e., upon ceasing to be eligible, termination <br /> of employment, death, or termination of plan). <br /> ❑ Upon completion of the account transfer described in Section 5.1. <br /> ® Other (Describe): based on CBA, MOU, Labor Contract or any other <br /> agreement for a Union or Non-Represented Participant. <br /> 3.6 Termination of Participation: <br /> ® As provided in the Basic Plan Document <br /> ❑ Other (Describe): <br /> ARTICLE IV: BENEFITS UNDER THE PLAN <br /> 4.3(a) Claims Run-out Period: The period of time following the end of Plan Year(Section <br /> 4.3 of BPD) or the termination of a Participant's participation in the Plan (Section 4.7 <br /> of BPD) during which the Participant may submit claims to the Plan for expenses <br /> incurred during the Plan Year or the Participant's participation (as the case may be). <br /> 4.4 Expenses must be incurred: <br /> ® After termination of the Participant's employment with Employer <br /> ❑ Additional events: <br /> 4.7 Post-death Access by Spouse & Dependents: <br /> ® As provided in the Basic Document. <br /> ❑ Other (Describe): <br /> Post-death Access by Designated Beneficiary: <br /> ® Allowed as provided in the Basic Document. <br /> ❑ Not allowed. <br /> 4.9 Forfeitures occur: <br /> ® As provided in the Basic Document. <br /> ❑ Other (Describe): <br /> ©Copyright 2017 Hitesman&Wold, P.A. Page 3 <br /> PRA Basic Plan Document Adoption Agreement(Single Employer Non-ERISA) <br />
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