Common use of ERISA; Benefit Plans Clause in Contracts

ERISA; Benefit Plans. Schedule 4.23(d) accurately lists each ERISA Benefit Plan maintained by, sponsored in whole or in part by, or contributed to by, Genesis or any ERISA Affiliate currently, or at any time during the six-year period ending on the date hereof, under which employees, retirees, dependents, spouses, directors, independent contractors, or other beneficiaries are eligible to participate, including, but not limited to, all pension, retirement, profit sharing, deferred compensation, stock option, employee stock ownership, severance pay, vacation, bonus, or other incentive plans, medical, vision, dental or other health plans, life insurance plans, and all other employee benefit plans or fringe benefit plans. Schedule 4.23(d) classifies each of the ERISA Benefit Plans as an ERISA Pension Benefit Plan or a Welfare Plan. Genesis has provided JWCFS with a true, correct, and complete copy of each ERISA Benefit Plan, all related trust agreements and amendments, actuarial reports and valuations for the most recent three years, summary plan descriptions, prospectuses, annual report form 5500s or similar forms (and attachments thereto) for the most recent three years, all Internal Revenue Service determination letters, and any related documents requested by JWCFS.

Appears in 3 contracts

Samples: Agreement and Plan of Combination (J W Genesis Financial Corp), Agreement and Plan of Combination (Jw Charles Financial Services Inc/Fl), Agreement and Plan of Combination (Jw Charles Financial Services Inc/Fl)

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ERISA; Benefit Plans. Schedule 4.23(d6.13(c) accurately lists each ERISA Benefit Plan maintained by, sponsored in whole or in part by, or contributed to by, Genesis JWCFS or any JWCFS ERISA Affiliate currently, or at any time during the six-six- year period ending on the date hereof, under which employees, retirees, dependents, spouses, directors, independent contractors, or other beneficiaries are eligible to participate, including, but not limited to, all pension, retirement, profit sharing, deferred compensation, stock option, employee stock ownership, severance pay, vacation, bonus, or other incentive plans, medical, vision, dental or other health plans, life insurance plans, and all other employee benefit plans or fringe benefit plans. Schedule 4.23(d6.13(c) classifies each of the ERISA Benefit Plans as an ERISA Pension Benefit Plan or a Welfare Plan. Genesis JWCFS has provided JWCFS Genesis with a true, correct, and complete copy of each ERISA Benefit Plan, all related trust agreements and amendments, actuarial reports and valuations for the most recent three years, summary plan descriptions, prospectuses, annual report form 5500s or similar forms (and attachments thereto) for the most recent three years, all Internal Revenue Service determination letters, and any related documents requested by JWCFS.

Appears in 3 contracts

Samples: Agreement and Plan of Combination (J W Genesis Financial Corp), Agreement and Plan of Combination (Jw Charles Financial Services Inc/Fl), Agreement and Plan of Combination (Jw Charles Financial Services Inc/Fl)

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