![]() ![]() (MOAR 16(8))īenefits Payroll Reports (BW-002(a) and BW-002(b)): Documents deductions made for benefit coverage, medical, dental, life and disability insurance payments made for employee on behalf of county, and number of people covered by service providers. Retention: BW-003(a) Group health and life insurance policies: Retain 75 years after expiration if no claims pending BW-003(b) Other records: Retain 10 years after expiration if no claims pending. Includes service agreements, contracts, amendments, associated insurance policies, summary plan descriptions (SPD), evidence of coverage (EOC), and similar plan documents. Retention: BW-001(a) Disability insurance payment records: retain 3 years BW-001(b) Other records: retain 7 years. (MOAR 16(1))īenefits Contracts and Agreements (BW-003(a) and BW-003(b)): Documents contracts and amendments with benefits carriers. ![]() Includes summary invoices for services, payment vouchers, and employee benefits listing. Series Title (Agency Series #): Description, Retention (Legal Citation)īenefit Provider Payment Records (BW-001(a) and BW-001(b)): Documents payments to service providers for medical, dental, life insurance, and disability insurance benefits. ![]()
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