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Section 2.0 Account Management Services: <br />2.1 Contract Review <br />2.1.1 Perform contract and Benefit Booklet review for each brokered plan Annually <br />2.1.2 Compliance review and support As appropriate <br />2.1.3 Assist the City (Plan Sponsor) to comply with Federal and State Laws impacting benefit <br />Plans, i.e., COBRA, PPACA, TEFRA, HIPAA As Appropriate <br />2.1.4 Evaluate current/prospective TPAs Annually <br />2.1.5 Assist with billing and eligibility problems As appropriate <br />2.1.6 Monitor TPA for compliance with contract terms. As appropriate <br />2.2 Employee Meetings <br />2.2.1 Employee meetings and/or benefit fairs will be limited to a maximum of (1) one <br />per fifty (50) employees <br />2.2.2 Benefit fairs may be selected in lieu of employee meetings and will be limited to <br />(1) per 100 benefit eligible employees. <br />2.3 Employer/Employee Communications Support <br />2.3.1 Consolidated Benefit Summary and Mobile App Build and Updates <br />2.3.2 USI Insider and Health & Wellness articles <br />2.3.3 Service Calendar <br />2.3.4 Technical Bulletins <br />2.3.5 Wellness Consulting, Program Design and Support <br />2.3.6 USI Benefit Resource Center — Advocacy Unit available to all members 6am- <br />6pm Pacific Time <br />2.4 Tax Reporting <br />2.4.1 Provide signature ready 5500 filings, along with other plan compliance materials <br />as required by the Employee Benefits Security Administration. <br />Annually <br />Annually <br />Annually <br />Monthly <br />Annually <br />As appropriate <br />As appropriate <br />As Appropriate <br />Annually <br />CA Revised December 2016 Page 6 of 7 <br />74 <br />