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ATT 2 - Agreements (Joinder Agreement, Mission Square Retirement Health Savings Adoption Agreement, Nationwide Deferred Compensation Plan 401a Adoption Agreement)

Murrieta City Council
August 20, 2024

Document
ATT 2 - Agreements (Joinder Agreement, Mission Square Retirement Health Savings Adoption Agreement, Nationwide Deferred Compensation Plan 401a Adoption Agreement)
Meeting
August 20, 2024
Body
Murrieta City Council
Pages
3
Original file
903 KB
Text extracted from the city's file for reading and search. Open the original on murrieta.legistar1.com. That file is the official record.

IAFF MEDICAL EXPENSE REIMBURSEMENT PLAN

JOINDER AGREEMENT FOR IAFF LOCALS

{14072/A0788116.1}
Dr. 6/21/23

(1) Negotiated contribution. The undersigned IAFF Local (hereafter “Association”) and Employer acknowledge receipt of a copy of the IAFF Medical Expense Reimbursement Plan (“Plan”) and Trust Agreement governing the Washington State Council of Fire Fighters Employee Benefit Trust (hereafter “Trust Agreement”). Association and Employer have negotiated a mandatory contribution into the Trust pursuant to the Memorandum of Understanding Between the City of Murrieta and the Murrieta Firefighters Association Firefighters-Engineers-Captains (hereafter “MFA CBA”) and Memorandum of Understanding Between the City of Murrieta and the Murrieta Fire Management Association (hereafter “MFMA CBA”)(collectively “CBAs”).

(2) Request to participate. Request is hereby made that employees represented by the Murrieta Firefighters Association, IAFF Local 3540 and the Murrieta Fire Management Association be participating employees in the “IAFF Medical Expense Reimbursement Plan” (hereafter “Plan”). The Plan provides retiree medical expense reimbursement benefits. In consideration of the granting of this request, the Association hereby agrees to be bound by the terms, conditions and provisions of said Trust Agreement and Plan.

(3) Monthly or per pay period contribution rate. The contribution rate to the Trust is set forth in ARTICLE 2.26 of the MFA CBA and in ARTICLE 2.20 of the MFMA CBA. Attached is a true and complete copy of the CBA s, effective July 1, 2023 , authorizing contributions to the Plan. The Association or Employer shall provide the Trust with a copy of any successor CBAs executed after the effective date of the CBAs referenced in this paragraph.

The attached Council Resolution for Defined Class employees promoted out of the IAFF Local or Fire Management Unit (the “Promoted Employees”) , authorizes contributions for employees who promote out of the Association s. (Contribution levels for promoted employees cannot exceed contribution levels for Association employees.)

(4) In-lieu/Cafeteria/Flexible Benefits Contributions. There is not a provision in the CBAs regarding a mandatory contribution of “In - lieu Incentive” for employees waiving employer-provided health insurance benefits and/or cafeteria/flexible benefits funds .

(5) Leave transfers. There are provisions in the CBAs regarding a mandatory sick and vacation leave contribution to the Trust, at ARTICLE 2.26 of the MFA CBA and in ARTICLE 2.20 of the MFMA CBA. Tt is for a transfer of leave at separation. There is not also a provision s in the CBA regarding other mandatory Lump Sum Transfers (as defined in the Plan) to the Trust on behalf of employees.

There is a provision in the Council Resolution regarding a mandatory sick and vacation leave transfers to the Trust on behalf of Promoted Employees , at Section 4. It is for a transfer of leave at separation . There is not a provision in the C ouncil Resolution regarding other mandatory Lump Sum Transfers (as defined in the Plan) to the Trust on behalf of Promoted Employees.

(6) Retiree contributions. There are provisions in the CBA s for Retiree Contributions to the Trust on behalf of retired employees at ARTICLE 2.26 of the MFA CBA and in ARTICLE 2.20 of the MFMA CBA. There is a provision in the Council Resolution for Retiree Contributions to the Trust on behalf of retired Promoted Employees at Section 5.

(7) No individual election to participate. Associations and Employer certify that all contributions (including transfer of sick or vacation leave) will be made on all employees in the bargaining unit, as stated in the CBA s, and employees may not individually elect against participation in the Plan.

(8) Contribution Reporting. The Employer shall electronically submit to the Trust Office a report of contributing employees , with sufficient identifying information pursuant to the reasonable rules of the Trust, for each contribution sent to the Trust within 5 business days of the contribution transfer. The Employer shall also provide an initial report of contact and identifying information for all contributing employees, in a format reasonably requested by the Trust, and shall send updates to this information to the Trust Office whenever the Employer has notice of changes to the information contained therein.

(9) Contribution Delinquencies. The Association s acknowledge that the Trust Agreement contains provision s regarding pursuit of delinquent contributions, and the Association s agree to cooperate with the Trustees in proceedings to recover such delinquent contributions. The Employer and Associations acknowledge that federal law imposes penalties on the employer for late contributions, currently for contributions received by the Plan more than 90 days after the date the salary would have been payable to the employee.

(10) Pooled Sharing of Risk and Costs . The Associations acknowledge that the Trustees pool all contributions except for Lump Sum Transfers (as defined the Plan) (e.g., sick and/or vacation leave) ; that the Trust and Plan operate based on a mult iemployer basis, sharing costs and risk between all participants, and not based only on the employees in th ese Associations; and that the monthly benefit levels will be set based on actuarial projections for the entire Trust population, and not based only on the employee s in these Associations.

Joinder Agreement

IAFF MERP

Page 2 ends

{14072/A0788116.1}

(11) Term. This Agreement shall be effective upon the Trust’s receipt of the first contribution and shall remain in effect unless terminated in accordance with the terms of the Trust Agreement. Written notice of termination must be received by either par ty prior to the first day of the month in which participation is to be terminated.

Approved by: Acknowledged by:

By Association (Authorized Signature) By Employer (Authorized Signature)

Print Name & Title Print Name & Title

Date Date

Contact person at Association: Contact person at Employer:

__________________________________________________ ___________________________________________ (Name and Title) (Name and Title)

___________________________________________
(Phone and Email) (Phone and Email)

_________________________________________________ ___________________________________________ (Street Address) (Street Address)

By Fire Management Association (Authorized Signature)

Print Name & Title

Date

Contact person at Fire Management Association:

__________________________________________________
(Name and Title)

(Phone and Email)

_________________________________________________
(Street Address)

Joinder Agreement

IAFF MERP

Page 3 ends

{14072/A0788116.1}

IAFF MERP Joinder Agreement

Re: Murrieta Firefighters Association and Murrieta Fire Management Association

Approved and Processed for the Board of Trustees
By the Trust Office

Return completed Agreement to Trust Office:
c/o Vimly Benefit Solutions, Inc.
(Signature) P.O. Box 6, Mukilteo, WA 98275
Phone: 425.367.0743
Fax: 866.676.1530
(Print Name) Email: [email protected]

(Date)

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