Common use of HEALTH AND WELFARE PROGRAMS Clause in Contracts

HEALTH AND WELFARE PROGRAMS. During the term of this Agreement the Health and Welfare programs for all bargaining unit members shall be administered with a separate plan apart from other City of Tulsa plans under the jurisdiction of the Union and the Tulsa Fire Fighters Health and Welfare Trust. These programs shall be defined to include medical health benefits programs, dependent dental health benefits programs, and dependent life insurance programs. The City’s flex plan program shall be continued for Employees as part of this Agreement. The Union shall take full responsibility and all liability (including COBRA as applicable) connected to and regarding the Union providing Employees with substitute Health and Welfare programs. The Union shall hold the City of Tulsa harmless for the administration of these programs. Section 13.1 A Voluntary Employee’s Beneficiary Association Trust (the Trust) will be maintained to ensure those dollars paid to the Bargaining Unit by the City for Health and Welfare Program benefits are preserved and protected and used only for the provision of Health and Welfare Program benefits for sworn Fire Department employees and eligible dependents. Section 13.2 The City Clerk shall maintain a copy of the initial Trust Indenture documents and shall be notified of and receive copies of all proposed amendments to the Trust Indenture. Section 13.3 The City shall pay the Bargaining Unit via the Trust those City Health and Welfare contribution dollars which would normally be paid for Firefighters and all eligible dependents had they remained within the City’s Health and Welfare programs. This City contribution amount shall be calculated by multiplying the City’s FY 94-95 single and dependent Health and Welfare contribution rate for Firefighters times the average number of Firefighters electing the specific single or family medical, dental and life insurance coverage options over the previous five (5) years, effective FY 89-90 through FY 93-94, which shall establish the proper single and dependent user percentage multipliers. However, the amount paid to the Firefighter Trust on a per Employee basis will be adjusted to the same amount paid for other City employees. Section 13.4 The City’s contribution to the Union’s health and welfare programs shall be direct wired monthly to the financial institution which holds the Trust’s account. The Union shall limit requests for changing the Health and Welfare Trust’s designated financial institution and resultant changes in the City’s transfer of contributions to said account to no more than three (3) changes within any one year period. The Union shall provide the City with at least ten (10) working days advance notification of any such change of the financial institution along with the financial institution’s name, address, the new assigned Health and Welfare Trust account number, and financial institution’s wire transit number. Section 13.5 The parties agree no other funds shall be co-mingled with the City’s dollar contributions to the “Trust” for sworn Fire personnel health and welfare monies except those sworn Fire Department employee contributions which the City shall deduct from employee paychecks and wire to the “Trust” account on a monthly basis. This shall not be considered to preclude eligible dependent monies for Health and Welfare benefits from being co-mingled with Fire employee and City contributions. Additionally, any full time employee(s) of the Union may likewise be covered under the Trust. Section 13.6 The parties agree the City shall have an appointed designee of the Mayor, confirmed by the City Council, who will sit as a monitor and an advisor on all Trust Board Meetings. The designee will not only vote on Trust Board matters, but will provide input and suggestions as relates to Health and Welfare Program decisions of the Trust Board including, but not limited to, program changes and options, provider selections, provider contract stipulations, employee information packets, etc. Section 13.7 The City Clerk will receive from the Bargaining Agent, on an annual basis, a financial accounting statement for purposes of review and audit of those City and employee, retiree and dependent contributions which have been paid into or dispersed out of the Trust account. Said statement shall include information as to where any disbursements have been made and for what purpose. Section 13.8 The parties agree Cadet Firefighters shall be included within the Union administered health and welfare programs. The City shall include Cadet Firefighters in calculations of the City’s health and welfare contributions to the Union. Section 13.9 The parties agree that, based on these Health and Welfare Plan contributions being Employer provided and specifically for the purpose of providing sworn Fire personnel and dependents with such Health and Welfare benefits, employee deductions by the City shall be made in a manner so as to allow sworn Fire employees with all rights granted to other City employees under IRS 125 and its related provisions and regulations authorizing the City’s Cafeteria plan. However, the City shall be indemnified by the Union from any tax liability arising from the administration of IRS 125 and its related contributions for sworn Fire personnel covered by this Agreement and the Union. Section 13.10 In view of all the facts, this Agreement, and the relationship between the City, the Union and the Trust, the City will provide payroll administrative support in the form of deduction of sworn Fire employee (and dependent) contributions for the Health and Welfare Programs to go into the Bargaining Unit’s Trust. Said deductions and contributions amounts shall be based on rates provided by the Union.

HEALTH AND WELFARE PROGRAMS. During the term of this Agreement the Health and Welfare programs for all bargaining unit members shall be administered with a separate plan apart from other City of Tulsa plans under the jurisdiction of the Union and the Tulsa Fire Fighters Health and Welfare Trust. These programs shall be defined to include medical health benefits programs, dependent dental health benefits programs, and dependent life insurance programs. The City’s flex plan program shall be continued for Employees as part of this Agreement. The Union shall take full responsibility and all liability (including COBRA as applicable) connected to and regarding the Union providing Employees with substitute Health and Welfare programs. The Union shall hold the City of Tulsa harmless for the administration of these programs. Section 13.1 A Voluntary Employee’s Beneficiary Association Trust (the Trust) will be maintained to ensure those dollars paid to the Bargaining Unit by the City for Health and Welfare Program benefits are preserved and protected and used only for the provision of Health and Welfare Program benefits for sworn Fire Department employees and eligible dependents. Section 13.2 The City Clerk shall maintain a copy of the initial Trust Indenture documents and shall be notified of and receive copies of all proposed amendments to the Trust Indenture. Section 13.3 The City shall pay the Bargaining Unit via the Trust those City Health and Welfare contribution dollars which would normally be paid for Firefighters and all eligible dependents had they remained within the City’s Health and Welfare programs. This City contribution amount shall be calculated by multiplying the City’s During FY 94-95 single and dependent Health and Welfare contribution rate for Firefighters times the average number of Firefighters electing the specific single or family medical, dental and life insurance coverage options over the previous five (5) years, effective FY 89-90 through FY 93-94, which shall establish the proper single and dependent user percentage multipliers. However2023- 2024, the amount paid to the Firefighter Trust on a per Employee basis will electing medical coverage shall be adjusted to $925.71 per month, $.140 per $1000 for life insurance and $.018 per $1000 for AD&D. The amount of coverage for life insurance and AD&D is twice the same amount paid for other City employeesof the Employee’s covered earnings. Section 13.4 The City’s contribution to the Union’s health and welfare programs shall be direct wired monthly to the financial institution which holds the Trust’s account. The Union shall limit requests for changing the Health and Welfare Trust’s designated financial institution and resultant changes in the City’s transfer of contributions to said account to no more than three (3) changes within any one year period. The Union shall provide the City with at least ten (10) working days advance notification of any such change of the financial institution along with the financial institution’s name, address, the new assigned Health and Welfare Trust account number, and financial institution’s wire transit number. Section 13.5 The parties agree no other funds shall be co-mingled with the City’s dollar contributions to the “Trust” for sworn Fire personnel health and welfare monies except those sworn Fire Department employee contributions which the City shall deduct from employee paychecks and wire to the “Trust” account on a monthly basis. This shall not be considered to preclude eligible dependent monies for Health and Welfare benefits from being co-mingled with Fire employee and City contributions. Additionally, any full full-time employee(s) of the Union may likewise be covered under the Trust. Section 13.6 The parties agree the City shall have an appointed designee of the Mayor, confirmed by the City Council, who will sit as a monitor and an advisor on all Trust Board Meetings. The designee will not only vote on Trust Board matters, but will provide input and suggestions as relates to Health and Welfare Program decisions of the Trust Board including, but not limited to, program changes and options, provider selections, provider contract stipulations, employee information packets, etc. Section 13.7 The City Clerk will receive from the Bargaining Agent, on an annual basis, a financial accounting statement for purposes of review and audit of those City and employee, retiree and dependent contributions which have been paid into or dispersed out of the Trust account. Said statement shall include information as to where any disbursements have been made and for what purpose. Section 13.8 The parties agree Cadet Firefighters shall be included within the Union administered health and welfare programs. The City shall include Cadet Firefighters in calculations of the City’s health and welfare contributions to the Union. Section 13.9 The parties agree that, based on these Health and Welfare Plan contributions being Employer provided and specifically for the purpose of providing sworn Fire personnel and dependents with such Health and Welfare benefits, employee deductions by the City shall be made in a manner so as to allow sworn Fire employees with all rights granted to other City employees under IRS 125 and its related provisions and regulations authorizing the City’s Cafeteria plan. However, the City shall be indemnified by the Union from any tax liability arising from the administration of IRS 125 and its related contributions for sworn Fire personnel covered by this Agreement and the Union. Section 13.10 In view of all the facts, this Agreement, and the relationship between the City, the Union and the Trust, the City will provide payroll administrative support in the form of deduction of sworn Fire employee (and dependent) contributions for the Health and Welfare Programs to go into the Bargaining Unit’s Trust. Said deductions and contributions amounts shall be based on rates provided by the Union.

HEALTH AND WELFARE PROGRAMS. During the term of this Agreement the Health and Welfare programs for all bargaining unit members shall be administered with a separate plan apart from other City of Tulsa plans under the jurisdiction of the Union and the Tulsa Fire Fighters Health and Welfare Trust. These programs shall be defined to include medical health benefits programs, dependent dental health benefits programs, and dependent life insurance programs. The City’s flex plan program shall be continued for Employees as part of this Agreement. The Union shall take full responsibility and all liability (including COBRA as applicable) connected to and regarding the Union providing Employees with substitute Health and Welfare programs. The Union shall hold the City of Tulsa harmless for the administration of these programs. Section 13.1 A Voluntary Employee’s Beneficiary Association Trust (the Trust) will be maintained to ensure those dollars paid to the Bargaining Unit by the City for Health and Welfare Program benefits are preserved and protected and used only for the provision of Health and Welfare Program benefits for sworn Fire Department employees and eligible dependents. Section 13.2 The City Clerk shall maintain a copy of the initial Trust Indenture documents and shall be notified of and receive copies of all proposed amendments to the Trust Indenture. Section 13.3 The City shall pay the Bargaining Unit via the Trust those City Health and Welfare contribution dollars which would normally be paid for Firefighters and all eligible dependents had they remained within the City’s Health and Welfare programs. This City contribution amount shall be calculated by multiplying the City’s During FY 94-95 single and dependent Health and Welfare contribution rate for Firefighters times the average number of Firefighters electing the specific single or family medical, dental and life insurance coverage options over the previous five (5) years, effective FY 89-90 through FY 93-94, which shall establish the proper single and dependent user percentage multipliers. However2022- 2023, the amount paid to the Firefighter Trust on a per Employee basis will electing medical coverage shall be adjusted to $925.71 per month, $.140 per $1000 for life insurance and $.018 per $1000 for AD&D. The amount of coverage for life insurance and AD&D is twice the same amount paid for other City employeesof the Employee’s covered earnings. Section 13.4 The City’s contribution to the Union’s health and welfare programs shall be direct wired monthly to the financial institution which holds the Trust’s account. The Union shall limit requests for changing the Health and Welfare Trust’s designated financial institution and resultant changes in the City’s transfer of contributions to said account to no more than three (3) changes within any one year period. The Union shall provide the City with at least ten (10) working days advance notification of any such change of the financial institution along with the financial institution’s name, address, the new assigned Health and Welfare Trust account number, and financial institution’s wire transit number. Section 13.5 The parties agree no other funds shall be co-mingled with the City’s dollar contributions to the “Trust” for sworn Fire personnel health and welfare monies except those sworn Fire Department employee contributions which the City shall deduct from employee paychecks and wire to the “Trust” account on a monthly basis. This shall not be considered to preclude eligible dependent monies for Health and Welfare benefits from being co-mingled with Fire employee and City contributions. Additionally, any full time employee(s) of the Union may likewise be covered under the Trust. Section 13.6 The parties agree the City shall have an appointed designee of the Mayor, confirmed by the City Council, who will sit as a monitor and an advisor on all Trust Board Meetings. The designee will not only vote on Trust Board matters, but will provide input and suggestions as relates to Health and Welfare Program decisions of the Trust Board including, but not limited to, program changes and options, provider selections, provider contract stipulations, employee information packets, etc. Section 13.7 The City Clerk will receive from the Bargaining Agent, on an annual basis, a financial accounting statement for purposes of review and audit of those City and employee, retiree and dependent contributions which have been paid into or dispersed out of the Trust account. Said statement shall include information as to where any disbursements have been made and for what purpose. Section 13.8 The parties agree Cadet Firefighters shall be included within the Union administered health and welfare programs. The City shall include Cadet Firefighters in calculations of the City’s health and welfare contributions to the Union. Section 13.9 The parties agree that, based on these Health and Welfare Plan contributions being Employer provided and specifically for the purpose of providing sworn Fire personnel and dependents with such Health and Welfare benefits, employee deductions by the City shall be made in a manner so as to allow sworn Fire employees with all rights granted to other City employees under IRS 125 and its related provisions and regulations authorizing the City’s Cafeteria plan. However, the City shall be indemnified by the Union from any tax liability arising from the administration of IRS 125 and its related contributions for sworn Fire personnel covered by this Agreement and the Union. Section 13.10 In view of all the facts, this Agreement, and the relationship between the City, the Union and the Trust, the City will provide payroll administrative support in the form of deduction of sworn Fire employee (and dependent) contributions for the Health and Welfare Programs to go into the Bargaining Unit’s Trust. Said deductions and contributions amounts shall be based on rates provided by the Union.