Benefit Documents definition

Benefit Documents means all documents constituting each Benefit Plan or Fringe Benefit (including amendments, proposed amendments, working documents, self-directed investment procedures, and including employee handbooks, manuals, policies, procedures and administrative guidelines) and, in the case of any unwritten Benefit Plan or Fringe Benefit, a written description thereof; summary plan descriptions and summaries of material modifications; trust agreements and amendments thereto, insurance or annuity contracts, insurance policies, GICS, stop loss contracts and general or excess liability policies indemnifying either a plan or its sponsor, and any other documents providing for the funding of or relating to payment of benefits under any Benefit Plan or Fringe Benefit (including VEBAs, Rabbi trusts, secular trusts, and any other employee benefit trust whether or not subject to ERISA, and amendments thereto); financial reports, whether or not audited, actuarial valuations and reports, trustees' and custodians' contracts, reports, asset lists, changes in assets, appraisals, and recommendations from auditors; investment management, administrative services, custodial or similar contracts; policies of fiduciary liability insurance, ERISA bonds and any notice given to the insurer of claims covered by any such insurance, all government filings relating to the Benefit Plans, including without limitation Forms 5500 (series) and Schedules A, B, C, and P thereto, including all attachments, for the last three plan years; for each Benefit Plan or Fringe Benefit funded through a trust, insurance contract or otherwise, annual financial statements or accountings, and any more recent period statements or accountings for the last three plan years; Forms 990 and 990-T; for each Pension Plan the most recent IRS determination letter or application therefor; for each summary plan description or summary of material modification, evidence of filing of copies (or in the case of top-hat plans, information in lieu thereof) with the Department of Labor; all administrative documents, decisions, contracts or agreements relating to or requiring the establishment of each Benefit Plan or Fringe Benefit, including corporate resolutions, and forms relating to withdrawals or distributions from the Benefit Plan; participant loan procedures, application forms, disclosures, promissory note forms and security document forms; documents relating to procedures for dealing with qualified domestic relations orders or q...
View Source

Examples of Benefit Documents in a sentence

  • Client agrees that it will enroll Eligible Dependents consistent with the guidelines set forth in the Benefit Documents.

  • HMSA will provide Client with an updated Summary of Rates and Benefit Documents for the new plan year(s), which are incorporated by reference into this Agreement.

  • To the extent not inconsistent with this Agreement, the SDA or any applicable privacy protection Laws or regulations, reasonable access to Employee-related records, Benefit Communications, and Benefit Documents after the Distribution will be provided to members of the NCR Group and members of the ATMCo Group pursuant to the terms and conditions of Article VII (Confidentiality; Access to Information) of the SDA.

  • A dependent eligible for benefits under the Plan as described in the Benefit Documents.

  • Client shall and is solely responsible for distributing to Members and newly Eligible Employees any descriptions of benefits, including the Benefit Documents, as required by federal law.

  • The medical, drug, vision, dental or other benefit plans that HMSA insures for Client, in accordance with the Benefit Documents and this Agreement.

  • This Agreement (including the exhibits and Benefit Documents) constitutes the entire agreement between the parties, and no other statements, representations, warranties or obligations shall bind the parties unless expressly set forth in writing and signed by both parties or implemented pursuant to Article 8.

  • DocuSign Envelope ID: CD93B45A-0105-43E7-9602-5AE5EB65AF29 DocuSign Envelope ID: 00C2B362-1FE5-4A7F-86FB-24039505711D In the event that any Member is entitled to continuation of their benefits under the Benefit Documents, BlueCross will continue to perform its duties under this Agreement with regard to that Member as outlined below.

  • HMSA shall prepare and provide Benefit Documents, as outlined in Exhibit A, to Client in electronic format.

  • BlueCross shall provide administrative claims payment services in accordance with the terms of the Benefit Documents, shall perform other services as set forth in this Agreement, and shall perform other duties specifically assumed by BlueCross pursuant to this Agreement.