1. Everett School Employee Benefit Trust
  2. Operations Manual for Trustees
  3. Table of Contents
    1. 100 Administration Policies and Procedures
    2. 200 Finance Policies and Procedures
  4. Everett School Employee Benefit Trust
  5. Operations Manual for Trustees
  6. Table of Contents
    1. 300 Communications Policies and Procedures
    2. 400 Compliance and Risk Management Policies and Procedures


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Everett School Employee Benefit Trust

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Operations Manual for Trustees

 

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Table of Contents


 





100  Administration Policies and Procedures

 

  100  General Administration
100.1P Trust Administration
100.2P Adopting Procedures
100.3P Third Party Administrators, Insurers, Consultants and Advisors
100.4P District or Association Action
100.5P Non Discrimination
110 Trustees
110.1P Membership
110.2P Chairperson and Secretary
110.3P Meetings
110.4P Trustee Action
110.5P Agendas, Minutes and Records
110.6P Signing of Documents
110.7P Delegation of Duties
110.8P Reliance on Information
110.9P Compensation
120 Trust and Plan Terms
130 Administrative Authority
 





200  Finance Policies and Procedures

 

  200  Financial Policy
200.1P Financial Management
200.2P Trust Fund Management
200.3P Reporting
200.4P Interfund Loans
210  Loyalty and Prudence
211  Conflict of Interest
211P Conflict of Interest
220  Investment Guidelines
230  Accounting Period
 
230P  Accounting Period
240  Payment for Travel Expenses
250  Fund Balance and Solvency
250P Fund Balance and Solvency
 
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Everett School Employee Benefit Trust

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Operations Manual for Trustees

 

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Table of Contents


 





300  Communications Policies and Procedures

 

  300  Communications
300.1P Communications
300.2P Participant Communications
 





400  Compliance and Risk Management Policies and Procedures

 

  400  Compliance and Risk Management

  410  Claims and Appeals
410.1P Claims and Appeals
410.2P Claims Audits
420   Audits
430 Health Insurance Portability and Accountability Act of 1996 (HIPAA) – Privacy, Security, and Reportable Breach Notification Policies
440  Reports
450  Records Retention and Management
460  Family and Medical Leave Act and Continuation of Coverage
470  Wellness Program
490  Fees
491  Open Public Meetings
 
491P  Open Public Meetings
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Revised: September 25, 2008    
Revised: January 24, 2011    
Revised: April 30, 2012    
Revised: October 16, 2013    
Revised: June 14, 2017    

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