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2021-089B
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2021-089B
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Entry Properties
Last modified
10/5/2021 10:40:18 AM
Creation date
10/5/2021 10:39:12 AM
Metadata
Fields
Template:
Official Documents
Official Document Type
Agreement
Approved Date
06/22/2021
Control Number
2021-089B
Agenda Item Number
8.D.
Entity Name
P&A Administrative Services, Inc.
Subject
Flexible Benefits Administration Services Agreement
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DocuSign Envelope ID: FAA4141C-02DF-41B5-A6D3-14CDB4ABD65B <br />FLEXIBLE BENEFITS ADMINISTRATION <br />SERVICES AGREEMENT <br />This Flexible Benefits Administration Services Agreement ("Agreement") made effective as of <br />October 1, 2021 (the "Effective Date"), by and between INDIAN RIVER COUNTY, 1800 27th Street, <br />Vero Beach, FL 32960 (the "Employer"), and P&A ADMINISTRATIVE SERVICES, INC., 17 Court <br />Street, Suite 500, Buffalo, NY 14202-3294 ("P&A"). <br />WITNESSETH: <br />WHEREAS, the Employer maintains a cafeteria plan as defined in Section 125 of the Internal <br />Revenue Code of 1986, as amended (the "Code"), for its eligible employees (the "Plan"); and <br />WHEREAS, the Employer desires to retain P&A to provide administrative services with respect <br />to the Plan, and P&A desires to provide such services upon certain terms and conditions; <br />NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein <br />and for other good and valuable consideration, receipt of which is hereby acknowledged, the parties <br />hereto, with the intention of being legally bound hereby, covenant and agree as follows: <br />1. Services. P&A shall provide the following services with respect to the Plan: <br />a. Prepare Plan documents, including: (i) the Plan Document, as of the Effective Date, and any <br />subsequent amendments or restatements thereto; and (ii) the Summary Plan Description, which is a <br />summary of the Plan for distribution to employees eligible to participate in the Plan ("Participants"), and <br />any subsequent amendments or restatements. At the time provided to the Employer, such documents <br />shall conform in all respects with applicable laws and regulations governing the Plan; <br />b. With the assistance of the Employer, enroll Participants in the Plan; <br />C. Provide to each Participant who elects benefits under the Plan's Medical Expense <br />Reimbursement Account benefit option or Dependent Care Assistance Account benefit option an <br />electronic payment card that may be used to pay expenses that are eligible for reimbursement under <br />that benefit option, and such additional cards for use by family members of the Participant as he or she <br />reasonably shall request; <br />d. Substantiate the eligibility of expenses paid by use of an electronic payment card to the extent <br />required by applicable law; <br />e. Provide Participants who have elected flexible spending account benefits under the Plan with a <br />form to use in submitting flexible spending account claims; <br />f. Receive, review and, when authorized by the Plan and by applicable law, approve flexible <br />
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