HUM-0700 Benefits: Plan Administration

Description

Records relating to the selection, renewal and administration of benefits plans. Includes correspondence with benefits service providers, quotes for coverage, explanations and brochures provided to employees, and a monthly audit of benefits contributions prior to payment. 

Excludes HUM-0720 Benefits: In-house programs 

For records of individual plan members, see HUM-0710 Benefits: Employee files 

Excludes executed agreements and amendments to overall agreement for benefits coverage, group benefits policies for employee groups. For executed agreements and benefits policies, see HUM-0740 Benefits: Plans

Retention Trigger

Retention

Responsible Unit(s)

Source

Records System

Citations

Record Authority

Disposition

Records Arising from Activity

Retention Rationale

Personal Information

Vital Record

Protection