Plan Records definition

Plan Records are defined as: 1) claims history; 2) current eligibility of Covered Persons; 3) large case management files; 4) individual large claims reports over $30,000, excluding the identification of such individuals; and
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Plan Records means the information concerning all pertinent matters pertaining to determining the Accrued Benefit, rights, entitlements and Pension of each Disabled DMS Participant and each DMS Participant and their respective Eligible Surviving Spouses, alternate payees and beneficiaries under the terms of the DMS Plan, as modified by this Appendix E, as set forth in specific records maintained for all such matters at the direction of the Committee. The Committee’s decision, in its sole discretion, with respect to any and all matters set forth in the Plan Records shall be conclusive and binding on all persons for all purposes.
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Examples of Plan Records in a sentence

  • The Plan Records may be delivered in the format in which they are maintained by MHHSI but shall include format explanations and documentation to enable the recipient to have reasonable access to the information.

  • After receipt of Plan Sponsor’s written request following the termination of this Agreement, MHHSI shall deliver to Plan Sponsor or its designee those Plan Records (as defined in Section 13.1 above) in MHHSI’s possession that are described in such request.

  • Plan Sponsor shall reimburse MHHSI for all costs incurred in providing such Plan Records, including the costs of programming and computer changes.

  • MHHSI shall be entitled to retain copies of Plan Records at its own expense.

  • To the extent the Plan Records or accompanying documentation includes systems or programs developed by, owned by, or licensed to MHHSI, (i) MHHSI shall have the right to safeguard their secrecy and use by requiring the transfer to occur in such a manner that will not permit the recipient to have continuing use of the protected systems or programs, and (ii) the recipient shall not copy, distribute, sublicense or otherwise take advantage of the protected systems or programs.

  • Plan Sponsor shall also pay MHHSI a mutually agreed-upon fee, but in no event less than a reasonable fee, for any services requested or required of MHHSI for supplying additional information not contained in the Plan Records.

  • MHHSI may choose to deliver Plan Records to Plan Sponsor after termination of this Agreement even if not requested by Plan Sponsor.

  • The Agent shall cooperate with and assist the Company or any successor agent with the transfer of the Plan Records.

  • With respect to each Plan’s account records for its holdings in the Portfolio ("Plan Records"), Vanguard shall preserve such Plan Records with respect to a calendar year for six (6) calendar years following the end of such calendar year (or such longer period as may be required by law).

  • Maintaining Plan Records (see 29 CFR § 4041.5)‌ Each contributing sponsor and the plan administrator of a terminated plan must maintain all records necessary to demonstrate compliance with section 4041 of ERISA and 29 CFR Part 4041 for six years after the date the Form 501 is filed with PBGC.

Related to Plan Records

  • Education records means an education record as defined in the Family Educational Rights and Privacy Act and its implementing regulations, 20 USC Section 1232g and 34 CFR Part 99, respectively.

  • Pupil Records Means both of the following: (1) Any information that directly relates to a pupil that is maintained by LEA and (2) any information acquired directly from the pupil through the use of instructional software or applications assigned to the pupil by a teacher or other local educational LEA employee.

  • Electronic Record(s means the electronic record as defined under clause (t) of sub-section (1) of section 2 of the Information Technology Act, 2000.

  • Collection Records means all manually prepared or computer generated records relating to collection efforts or payment histories with respect to the Receivables.

  • Medical Records the Study Subjects’ primary medical records kept by the Institution on behalf of the Study Subjects, including, without limitation, treatment entries, x-rays, biopsy reports, ultrasound photographs and other diagnostic images. Study Data: all records and reports, other than Medical Records, collected or created pursuant to or prepared in connection with the Study including, without limitation, reports (e.g., CRFs, data summaries, interim reports and the final report) required to be delivered to Sponsor pursuant to the Protocol and all records regarding inventories and dispositions of all Investigational Product.

  • Client Records has the meaning set forth in Section 3.14.

  • Participant’s records means the records prepared and maintained by the Contractor (in whatever form or storage media) concerning an individual Participant.

  • Files and Records means all files and records of Seller relating to the Business, whether in hard copy or magnetic or other format including customer and supplier lists and records; equipment maintenance records; equipment warranty information; plant plans, specifications and drawings; sales and advertising material; computer software; technical and research analyses; engineering, sales, marketing and other studies, data and plans; bid information; quality assurance records; and records relating to those employees of Seller who may become employed by Purchaser following the Closing.

  • Student Records Means both of the following: (1) Any information that directly relates to a student that is maintained by LEA and (2) any information acquired directly from the student through the use of instructional software or applications assigned to the student by a teacher or other LEA employee. For the purposes of this Agreement, Student Records shall be the same as Educational Records, and Covered Information, all of which are deemed Student Data for the purposes of this Agreement. Service Agreement: Refers to the Contract or Purchase Order to which this DPA supplements and modifies.

  • Public records means all writings and recordings that consist of letters, words or numbers, or their equivalent, set down by handwriting, typewriting, printing, photostatting, photography, magnetic impulse, optical or magneto-optical form, mechanical or electronic recording or other form of data compilation, however stored, and regardless of physical form or characteristics, prepared or owned by, or in the possession of a public body or its officers, employees or agents in the transaction of public business.

  • Electronic Ledger means the electronic master record of the retail installment sale contracts or installment loans of the Servicer.

  • Financial Records means any document or summary of information contained in a document, including electronic documents, that contains information about the financial activities or position of a person including, but not limited to, information about the assets, balance sheets, budgets, cash flow, earnings, revenue, expenditures, income, investments, losses, liabilities, payroll, profits, retained earnings, or taxes.

  • Account Records is defined in Section 1(a)(i) of the Administration Agreement.

  • Educational records means: those official records, files, and data directly related to a student and maintained by the school or local education agency, including but not limited to records encompassing all the material kept in the student's cumulative folder such as general identifying data, records of attendance and of academic work completed, records of achievement and results of evaluative tests, health data, disciplinary status, test protocols, and individualized education programs.

  • Computer Records means the computer records generated by the Servicer that provide information relating to the Loans and that were used by the Originator in selecting the Loans conveyed to the Trust Depositor pursuant to Section 2.01 (and any Substitute Loans conveyed to the Trust Depositor pursuant to Section 2.04).

  • Corporate Records means the corporate records of a corporation, including (i) its articles, notice of articles or other constating documents, any unanimous shareholders agreement and any amendments thereto; (ii) all minutes of meetings and resolutions of shareholders, directors and any committee thereof; (iii) the share certificate books, register of shareholders, register of transfers and registers of directors and officers; and

  • Electronic File means any text, illustration or other matter supplied or produced by either Party in digitised form on disc, through a modem, or by ISDN or any other communication link.

  • Vital records means certificates or reports of birth, death, fetal death, marriage, dissolution, annulment, and related data.

  • System of records on individuals, as used in this clause, means a group of any records under the control of any agency from which information is retrieved by the name of the individual or by some identifying number, symbol, or other identifying particular assigned to the individual.

  • Records means any written or recorded information, regardless of physical form or characteristics, which is produced or acquired by the Party in the performance of this agreement. Records produced or acquired in a machine readable electronic format shall be maintained in that format. The records described shall be made available at reasonable times during the period of the Agreement and for three years thereafter or for any period required by law for inspection by any authorized representatives of the State or Federal Government. If any litigation, claim, or audit is started before the expiration of the three-year period, the records shall be retained until all litigation, claims or audit findings involving the records have been resolved.

  • Monthly Records means all records and data maintained by the Servicer with respect to the Receivables, including the following with respect to each Receivable: the account number; the originating Dealer; Obligor name; Obligor address; Obligor home phone number; Obligor business phone number; original Principal Balance; original term; Annual Percentage Rate; current Principal Balance; current remaining term; origination date; first payment date; final scheduled payment date; next payment due date; date of most recent payment; new/used classification; collateral description; days currently delinquent; number of contract extensions (months) to date; amount of Scheduled Receivables Payment; and past due late charges.

  • Criminal records data means information about an individual's criminal convictions and offences, and information relating to criminal allegations and proceedings.

  • confidential records means those portions of correspondence, memoranda, files, manuals, books, lists, financial, operating or marketing records, magnetic tape, or electronic or other media or equipment of any kind in Executive’s possession or under Executive’s control or accessible to Executive which contain any proprietary information. All confidential records shall be and remain the sole property of the Company during the Term and thereafter.

  • Personnel record means a record kept by the employer that identifies the employee, to the extent that the record is used or has been used, or may affect or be used relative to that employee's qualifications for employment, promotion, transfer, additional compensation, or disciplinary action. A personnel record shall include a record in the possession of a person, corporation, partnership, or other association who has a contractual agreement with the employer to keep or supply a personnel record as provided in this subdivision. A personnel record shall not include:

  • Business Records means, in respect of any Person, all data and Records relating to such Person, including client and customer lists and Records, referral sources, research and development reports and Records, cost information, sales and pricing data, customer prospect lists, customer and vendor data, production reports and Records, service and warranty Records, equipment logs, operating guides and manuals, financial and accounting Records, personnel Records (subject to Applicable Law), creative materials, advertising materials, promotional materials, studies, reports, correspondence and other similar documents and records.

  • System of records means a group of any records under the control of any agency from which information is retrieved by the name of the individual or by some identifying number, symbol, or other identifying particular assigned to the individual.