My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION (ICMA) (CITY MANAGER) 1C -2015
Clerk
>
Contracts / Agreements
>
I
>
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION (ICMA) (CITY MANAGER) 1C -2015
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
8/24/2022 11:45:33 AM
Creation date
5/14/2015 10:28:05 AM
Metadata
Fields
Template:
Contracts
Company Name
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION (ICMA) (CITY MANAGER)
Contract #
A-2015-023
Agency
PERSONNEL SERVICES
Council Approval Date
1/20/2015
Expiration Date
1/20/2020
Insurance Exp Date
6/30/2023
Destruction Year
2025
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
73
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
Plan # 803550 <br />ADMINISTRATIVE SERVICES AGREEMENT <br />This Agreement, made as of the jday of 20L�)_ (herein referred to as <br />the "Inception Date"), between The International City Management Association Retirement <br />Corporation ("ICMA-RC" ), a nonprofit corporation organized and existing under the laws of the <br />State of Delaware; and the City of Santa Ana ('Employer") a local governmental instrumentality <br />organized and existing under the laws of the State of California with an office at 20 Civic Center <br />Plaza, Santa Ana, California 92702. <br />RECITALS <br />Employer acts as a public plan sponsor for a retiree health plan with responsibility to obtain <br />investment alternatives and services for employees participating in that plan; <br />Employer desires to make the VantageCare Retirement Health Savings Plan ("RHS Plan" or <br />"Plan") provided by ICMA-RC available to its employees; <br />ICMA-RC makes available The Vantagepoint Funds, a no-load, diversified mutual fund, for <br />investment of public employer plan assets, including RHS Plan assets; <br />ICMA-RC provides a complete offering of services to public employers for the operation of <br />employee retirement and retiree health savings plans including, but not limited to, <br />communications concerning investment alternatives, account maintenance, account record - <br />keeping, investment and tax reporting, form processing, benefit disbursement and asset <br />management. <br />AGREEMENTS <br />1. Acceptance of RHS Plan <br />Employer agrees to make the RHS Plan provided by ICMA-RC available to its employees. The <br />details of the RHS Plan shall be as mutually agreed between the Employer and ICMA-RC, and in <br />general shall be as set forth in the RHS Plan materials developed by ICMA-RC and provided to <br />Employer. The RHS Plan materials are hereby incorporated by reference and made a part of this <br />Agreement, except that Employer and ICMA-RC may from time to time mutually agree in <br />writing to terms that vary from the RHS Plan materials. RHS plan materials shall include the <br />VantageCare RHS Employer Manual, available electronically through the EZ Link System upon <br />plan adoption. <br />The functions to be performed by ICMA-RC and its agents include: <br />(a) allocation in accordance with participant direction of individual accounts to investment <br />funds ("Funds") made available to Plan participants; <br />(b) maintenance of individual accounts for participants reflecting amounts contributed, <br />Irm <br />
The URL can be used to link to this page
Your browser does not support the video tag.