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25A - AGMT FOR FLEX SPENDING
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25A - AGMT FOR FLEX SPENDING
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Last modified
10/14/2020 3:08:32 PM
Creation date
10/14/2020 3:02:14 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Human Resources
Item #
25A
Date
10/20/2020
Destruction Year
2025
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DocuSign Envelope ID: CFCE3443-EF37-4FD4-SDCD-D85D559F77AE <br />checks) <br />✓ EDI Development <br />• $300 per vendor connection <br />This fee includes consultation and file testing for files that are initiated and/or altered <br />after initial plan administration has begun. <br />✓ Manual Enrollment Processing <br />• $5.00 per manually entered enrollment <br />✓ System Corrections/Re-Configuration <br />• $30 per 1/4 hour ($120 minimum) <br />Amended Section 12S Plan Documents and SPDs are included as applicable. <br />✓ Take-over Account Set-up and/or Balance Transfer <br />• $10.00 per participant account created ($200 minimum) <br />This fee is waived for each take-over account that is submitted in Igoe's preferred <br />format and successfully loaded into the Client's custom database. <br />j <br />A&DE <br />.....A I S I R., f i, l S,it\iti4 <br />City of Santa Ana Spending Account Administrative Services Agreement <br />Client Initials: <br />PEPM17 <br />Page 19 <br />25A-21 <br />
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