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	Changes to benefits plan
Retention	Trigger + 7 years
Responsible Unit(s)	Human Resources
Source	Human Resources, 3rd party service provider
Records System	Paper, web, email
Citations
Record Authority	VP Human Resources and Services
Disposition	Secure destruction
Records Arising from Activity	Correspondence with benefits service providers, quotes for coverage, explanations and brochures provided to employees, and a monthly audit of benefits contributions prior to payment.
Retention Rationale
Personal Information	No
Vital Record	No
Protection	Medium