8-Pre Medicare PEHP.pdf

This document is The Post Employment Health Plan for Public Employees, a comprehensive benefit plan document adopted by the City of Tempe and administered by Nationwide Retirement Solutions, Inc. The plan establishes a trust-based system to provide post-employment health benefits to eligible public employees and their dependents, covering qualifying medical care expenses and health care insurance premiums incurred after an employee's severance from employment. The document outlines the complete framework for plan administration, including eligibility requirements, contribution structures, benefit calculations, claims procedures, and administrative responsibilities, with Nationwide Retirement Solutions serving as the Administrator unless removed or replaced by the Advisory Committee.

The plan operates through a trust fund structure where all contributions are paid into and benefits are provided from the Trust Fund, with investment management handled by designated trustees in accordance with the Trust Agreement. Employers make contributions to fund post-employment health benefits for eligible employees, with provisions for mandatory employee contributions and potential lump sum contributions from compensated absence policies. The document establishes detailed account management procedures, benefit limits tied to participant account balances, and comprehensive administrative oversight including Advisory Committee governance, claims review processes, and amendment procedures, while maintaining compliance with applicable federal and state regulations including relevant Internal Revenue Code sections.