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Crisis Centre

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