ICMA-RC 1 -2011 - Laserfiche WebLink

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Name of Employer RETIREE WELFARE BENEFITS PLAN ARTICLE I Preamble THIS INSTRUMENT made and published by City of Santa Ana (hereinafter called "Employer") on the 28 day of November 20 11 creates the City of Santa Ana Retiree Welfare Benefits Plan, as follows: 1.01 Establishment of Plan The Employer named above hereby establishes a Retiree Welfare Benefits Plan as of the 28 day of November , 20 11 1.02 Purpose of Plan This Plan has been established to reimburse the eligible Retirees of the Employer for medical and dental expenses incurred by them, their Spouses and Dependents pursuant to the Employer's VantageCare Retirement Health Savings (RHS) Plan. ARTICLE II Definitions The following words and phrases as used herein shall have the following meanings, unless a different meaning is plainly required by the context: 2.01 'Benefits" means any amounts paid to a Participant, Spouse or Dependents in the Plan as reimbursement for Eligible Medical and Dental Expenses incurred by the Participant during a Plan Year by him, his Spouse or his Dependents. 2.02 "Code" means the Internal Revenue Code of 1986, as amended. 2.03 "Dependent" means any individual who is a dependent of the Participant within the meaning of Code Sec. 152, as arriplified by Internal Revenue Service Notice 2004-79, 2004-49 I.R.B.898.. 2.04 "Eligible Medical Expenses" means those expenses designated by the Employer as eligible for reimbursement in the VantageCare Retirement Health Savings Plan Adoption Agreement. 2.05 "Employer" means the unit of state or local government creating this Plan, or any affiliate or successor thereof that likewise adopts this Plan. 2.06 "Entry Date" means the first day the Participant meets the eligibility requirements ofArticle III as of such Date. 2.07 "Participant" means any Retiree who has met the eligibility requirements set forth in Article III. 2.08 "Plan Administrator" means the Employer or other person appointed by the Employer who has the authority and responsibility to manage and direct the operation and administration of the Plan. 2.09 "Plan Year" means the annual accounting period of the Plan, which begins on the 28 day of November , 20 11 , and ends on Elie 31 day of December 20 11 , with respect to the first Plan Year, and thereafter as long as this Plan remains in effect, the period that begins on January 1 and ends on month/day December 31 , �x a .. P s