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8F Consent 2009 0518
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8F Consent 2009 0518
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Last modified
5/15/2009 10:48:02 AM
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5/15/2009 10:48:00 AM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Staff Report
Document Date (6)
5/18/2009
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_CC Agenda 2009 0518
(Reference)
Path:
\City Clerk\City Council\Agenda Packets\2009\Packet 2009 0518
Reso 2009-067
(Reference)
Path:
\City Clerk\City Council\Resolutions\2009
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Section II <br />Employer Information <br />A.2.1 EMPLOYER INFORMATION: (See Section 2.1 of Master Plan Document): <br />NAME OF AGENCY: <br />ADDRESS: (Street): <br />(City, State Zipcode): <br />(Phone Number): <br />A.2.2 EMPLOYER'S PLAN ADMINISTRATOR: <br />A.2.3 EMPLOYER'S TAX IDENTIFICATION NUMBER: <br />A.2.4 EMPLOYER'S FISCAL YEAR means the 12 consecutive month period: <br />Commencing on (month, day) and <br />Ending on (month, day) <br />Section III <br />Eligible Employees and Eligible Dependents <br />A.3.1 ELIGIBLE EMPLOYEE: The determination of Eligible Employees and Eligible <br />Dependents is finally and conclusively made by the Employer according to its applicable <br />policies and collective bargaining agreements, and without reference to this Plan. <br />Section IV <br />Investment <br />a. Discretionary Investment Approach <br />If the Discretionary Investment Approach is selected, the Employer hereby directs the <br />Trustee to invest the Assets of the Employer's Agency Account pursuant to one of the <br />investment strategies listed on the accompanying Investment Strategy Selection and <br />Disclosure Form or another investment strategy as mutually agreed upon by the <br />Employer and the Trustee. <br />A.4.1 INVESTMENT APPROACH: (See Section 6.1 of the Master Plan Document): The <br />Employer shall select either a discretionary or a directed approach to investment. <br />NB 1:679999.4 <br />EXHIBIT "A" TO PUBLIC AGENCIES POST-RETIREMENT HEALTH CARE PLAN TRUST AGREEMENT <br />
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