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HUM-0720 Benefits: In-house programs

Description

Records relating to the administration of in-house benefits programs such as Tuition Assistance, Health Care Expense Account, Supplemental Retirement Arrangement. Includes reports, descriptions of benefits provided to employees and calculations to support these programs. 

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

For administration of benefits plans involving a 3rd party service provider, see: HUM-0700 Benefits: Plan Administration.

Retention Trigger

End of calendar year

Retention

Trigger + 7 years

Responsible Unit(s)

Human Resources

Source

 

Records System

 

Citations

 

Record Authority

VP Human Resources and Services

Disposition

Secure destruction

Records Arising from Activity

 

Retention Rationale

Benefits coverage ends at the end of employment (with exceptions captured in other series). Records in this series may tie into Finance or Payroll records that are retained for 7 years.

Personal Information

Yes

Vital Record

No

Protection

High