25A - AGMT FOR FLEX SPENDING - Laserfiche WebLink

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DocuSign Envelope ID: CFCE3443-EF37-4FD4-BDCD-D85D559F77AE Recitals The Spending Account Administrative Services Agreement (Agreement) is entered into as of the Effective Date defined in Section 2.a herein, by and between Igoe & Company Incorporated, dba Igoe Administrative Services (Contract Administrative Firm) with principal offices at 10905 Technology Place, Suite A, San Diego, CA 92127 and City of Santa Ana (Client) with principal offices at 20 Civic Center Plaza, Santa Ana CA 92701. The Contract Administrative Firm and the Client, however otherwise designated, collectively are referred to herein as the "Parties". The Parties mutually agree and acknowledge that: • Igoe provides a variety of administrative services to employers, including services related to the following types of spending accounts offered independently or as part of a cafeteria/flexible benefit plan under Internal Revenue Code (Code) § 125; • Medical Care Reimbursement Account (MCRA) — also referred to as medical or health flexible spending account (FSA) under Code § 105; • Dependent Care Reimbursement Account (DCRA) under Code § 129; • Limited Purpose Reimbursement Account (LPRA) —also referred to as a limited purpose medical or health FSA (LPFSA) under Code § 125 • Premium Reimbursement Account (PRA) based on Revenue Ruling 61-146; • Health Reimbursement Account (HRA) based on Revenue Ruling 2002-41; • Transit Reimbursement Account (TRA) under Code § 132; • Parking Reimbursement Account (PRA) under Code § 132 • As of the Effective Date set forth in 2.a or, if later, the specific service effective date(s) as set forth in Exhibit B, Client wishes to engage Contract Administrative Firm to provide services related to spending accounts as identified in Exhibit B to this Agreement, which for the purposes of this Agreement collectively shall comprise and be referred to as the "Client's Spending Account Program". • With regard to the Client's Spending Program as defined above, in consideration for the fees and charges detailed in Exhibit A to this Agreement, the Contract Administrative Firm hereby agrees to provide said administrative services to the following terms and conditions. a- /iGOE \IIM111 t 14111-\II\f 4111{I114 City of Santa Ana Spending Account Administrative Services Agreement Client Initials: PEPM17 Page 2 25A-4