74-M1 - Short-Term Disability Administrative Agreement.pdf

PDF 161 KB Posted

Attached to
Ancillary Insurance Benefits
Solicitation number
RFP 2026-018
Issued by
Johnson County, Texas

About this file

This is a Short-Term Disability Administrative Agreement document related to ancillary insurance benefits administration in Texas. The agreement outlines the administrative services required for short-term disability benefits management as part of a broader contract opportunity that encompasses life insurance, disability coverage, Employee Assistance Programs (EAP), Health Savings Accounts (HSA)/Flexible Spending Accounts (FSA)/Health Reimbursement Arrangements (HRA), COBRA administration, and voluntary worksite products. The document establishes the framework for how the selected administrator will manage short-term disability claims, employee communications, benefits processing, and compliance with applicable state and federal regulations governing disability benefits administration.

The agreement specifies the operational responsibilities, service level requirements, and administrative procedures the selected vendor must implement to effectively administer short-term disability benefits for the covered employee population. Key administrative functions include claims intake and processing, medical certification review, benefit payment calculations and distribution, employee communication and support, records management, and regulatory compliance reporting. The vendor must maintain specific service standards for claims processing timelines and provide regular reporting to the state or local government entity regarding program metrics, claims activity, and administrative costs associated with managing the short-term disability program.

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Text version

Symetra Life Insurance Company 777 108th Avenue NE, Suite 1200 | Bellevue, WA 98004-5135 Phone 1-800-796-3872 | www.symetra.com

Symetra ® is a registered service mark of Symetra Life Insurance Company.

VL-1262(a) 2/24 1

GROUP ADMINISTRATIVE AGREEMENT – ONE TIME OPEN ENROLLMENT

This Group Administrative Agreement (the “Agreement”) is between Symetra Life Insurance Company (herein “Symetra,” “We,” “Us,” or “Our”) and City of Burleson (herein “the Policyholder,” “You” or “Your”). Symetra and Policyholder are referred to individually as a “Party” and collectively as the “Parties.”

BACKGROUND

• Symetra has issued to the Policyholder a group short-term disability income insurance policy, number 01 017859 00, effective January 1, 2022, (the “Policy(ies)”).

• The Parties desire to clarify certain administrative practices with respect to the Policy(ies).

AGREED TERMS

IN CONSIDERATION OF the mutual promises contained herein and in the Policy(ies), Symetra and the Policyholder agree as follows.

General Provisions

1. This Agreement is effective as of January 1, 2025 (“Effective Date”) and terminates upon the termination of the Policy(ies) unless (i) earlier terminated by mutual agreement of the Parties, or (ii) terminated as set forth in the “Specific Provisions” below, as applicable.

2. Nothing contained in this Agreement shall vary, alter or extend any provisions of the Policies other than as stated herein.

3. Capitalized terms used herein but not defined shall have the meaning set forth in the respective Policy(ies).

4. If any provision of this Agreement is found to be invalid, illegal or unenforceable in any jurisdiction, for any reason, then, to the full extent permitted by law:

a. all other provisions hereof will remain in full force and effect in such jurisdiction and will be liberally construed in order to carry out the intent of the Parties hereto as nearly as may be possible;

b. such invalidity, illegality or unenforceability will not affect the validity, legality or enforceability of any other provision hereof; and

c. any court or arbitrator having jurisdiction therefor will have the power to reform such provision to the extent necessary for such provision to be enforceable under applicable law.

5. This Agreement may be executed in any number of counterparts, each of which when executed and delivered will be deemed an original, but all of which taken together will constitute but one and the same instrument, and it will not be necessary in making proof of this Agreement to produce or account for more than one original counterpart hereof.

6. This Agreement shall not, and is not intended to, confer upon any person, other than the Parties hereto and their successors and permitted assigns, any rights, remedies, obligations or liabilities, except as expressly provided herein.

http://www.symetra.com/

VL-1262(a) 2/24 2

Specific Provisions

Open Enrollment Provisions:

There is an open enrollment period from November 11, 2024 through November 22, 2024. This open enrollment applies to Voluntary Short Term Disability Income Insurance coverage(s) only.

During this period, the Evidence of Insurability Requirement in the Policy is waived for benefit increases for late entrants listed below. Allowable benefit increases are:

Short term disability income:

For newly and currently enrolled employees: 60% of the employee’s weekly pre-disability earnings, not to exceed a maximum weekly payment amount of $1,500

This open enrollment does not apply if the employee previously applied for coverage under the Prior Policy but were not approved or if the employee or their Spouse were previously required to submit Evidence of Insurability but failed to do so. This open enrollment also does not apply to employees who have not satisfied the Eligibility Waiting Period.

Coverage enrolled for during this open enrollment period is effective January 1, 2025. However, any benefit amounts subject to Evidence of Insurability are not effective until approved in writing by Symetra.

Note, requests for subsequent open enrollment periods must be approved by Symetra.

This Agreement must be signed, dated and returned to Symetra Life Insurance Company in order to become effective.

IN WITNESS WHEREOF, authorized representatives of the Parties have executed this Agreement as of the Effective Date.

City of Burleson Symetra Life Insurance Company

By: By:

Printed Name: Printed Name: Keith Daigle

Title: Title: Vice President, Workforce Benefits Underwriting

Date: Date: November 25, 2024

(1) Sign and return to Symetra.

(2) Retain copy with your policy.

File details come from the government source that posted it. Updated .