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HUM-0740 Benefits: Plans

Description

Consists of executed agreements with benefits providers, plans and explanations of coverage and all supporting documentation required to interpret them. 

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

For correspondence and material regarding selection of benefits plans and coverage, see: HUM-0700 Benefits: Plan Administration

Retention Trigger

 

Retention

Permanent

Responsible Unit(s)

Human Resources

Source

Human Resources, 3rd party service provider

Records System

Hybrid

Citations

 

Record Authority

VP Human Resources and Services

Disposition

Secure destruction

Records Arising from Activity

  • Plans
  • Executed agreements and amendments
  • Explanations of coverage
  • Any supporting documentation required to interpret

Retention Rationale

Retain permanently to demonstrate coverage over time.

Personal Information

No

Vital Record

No

Protection

Medium