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20081111 Creative Benefits Inc Letter re extending FSA, HRA, T& P Annual Billing discount s � rtve Benefits a Wage orks company November 11,2008 IIVIAL)1 (-)\( 11 City of Rancho Palos Verdes RECEIVED Client#3468-Attn: Christy Brummet City of Rancho Palos Verdes 30940 Hawthorne Blvd. Racho Palos Verdes,CA 90275 NO V 1 2008 Dear Client: Managers Office It's that time of year again! It's time for our 2009 FSA/HRAJT&P Annual Billing discount offer. CB assesses a minimum monthly charge for FSA/HRA/T&P administration,which is$150 per month or a total of$1,800 for the year. In order to reduce time and expense spent by both you and CB,we make the following offer: • If you agree to pay your full annual FSA/HRA/T&P administration fee for 2009,we will give you a discount of$100 (about 5.5%). Your total administration fee will now be$1,700 instead of$1,800. In addition,if payment is received before December 31,2008,we will also discount any amendment charges that may be required due to legislative or plan changes next year by 20%.Typically,these fees range from$150-250 per amendment. • In the event that your participant counts fluctuate during the year and move you from the minimum monthly charge, we'll make an adjustment for the additional administration fees at year-end. Unless you are having tremendous growth and are hiring consistently throughout the year,we don't anticipate much fluctuation. • If you would like to take advantage of this offer for next year,all you need to do is check one of the boxes and sign the area below accepting this offer,and return this letter to our accounting department by November 30,2008. We will invoice you for the discounted annual amount after December 1,2008. If you would like to pay now,just send your check for$1,700 and your account will be credited. YES! I wish to take advantage of this discount offer (Please check one of the following boxes): Please send an-ire-for the$1,700 annual fee. 0 Payment of the$1,700 fee is enclosed. No invoice is needed. Please FAX to 760.414.3013 CsiaLs‘cra 1i3+ Or E-MAIL to dgrant@creativebenefits.com Signature an ate Thank you for your business this past year and we look forward to another great year.If you have any questions,please contact Daniel Grant at dgrant@creativebenefits.com or 760.509.0120. Sincerely, Jody L.Dietel,CFCI President Creative Benefits,a division of WageWorks,Inc. CBI Benefit Administrators License#0B36514 www.creativebenefits.com Office—956 Vale Terrace Drive,Vista,CA 92084 Mail—PO Box 1928,Vista,CA 92085-1928 p(760)758-4600 f(760)758-4610 Creati Benefits • a WageWorks company RECEIVED City of Rancho Palos Verdes November 5,2008 NOV 10 2008 Christy Brummet Managers Office City of Rancho Palos Verdes -3468 30940 Hawthorne Blvd Rancho Palos Verdes, CA 90275 Re:Contact Verification Information Dear Christy: To ensure that we have the most up-to-date information within our systems, we are asking for your assistance on verifying contact information for your Company. Enclosed is a listing of all the affiliated contacts currently on file. Please verify the accuracy of the data, making any needed updates or additions and return to your Client Services Team. Below is a listing of the assigned roles,which may be associated with the contacts associated with your company. Not all of these roles maybe set up for your Company. • Accounting—A person to contact for finance based issues or questions. • Alternate Primary—An alternate contact to the primary who would be another contact for general plan questions. • Billing—A person to contact for billing related issues or questions. • Broker/Consultant—The insurance broker or consultant who oversee your account. • COBRA—A person to contact for COBRA related issues or questions. • Consultant Support — A person who assists the Broker/Consultant in overseeing your account. • Data File — A person who oversees the production and/or issues associated with an electronic data file provide to CB. • Day to Day—A daily contact for plan administration questions and issues. • Eligibility -A person to contact for participant eligibility based issues or questions. • HIPAA Authorized — A person who has been provided HIPAA Rights under the HIPPA Agreements. • Legal Agent—A person responsible for the legal sufficiency of the plan. • Payout Letter—A dedicated person, in lieu of the"Primary",who receives the participant reimbursement checks, if the checks are mailed to your address rather than participant directly. • Payouts—A person who oversee the participant reimbursement process. • Payroll—A person to contact for payroll related issues or questions. • Payroll Funding Rpt -A person designated to receive the report upon completion of the processed payroll deductions. • Primary—A main contact responsible for the overall plan administration. • Reports—A person designated to receive management reports. • Stop Payments -A person who is a responsible for processing stop payment requests. Creative Benefits,Inc. CBI Benefit Administrators License#0B36514 www.creativebenefits.com Office—956 Vale Terrace Dr.,Vista,CA 92084 Mail—P.O.Box 1928,Vista,CA 92085-1928 p(760)758-4600 f(760)758-4610 • Var Rpts — A person who receives the deposit variance report when there are discrepancies between the schedule deposit amount and the actual deposit amount. • Vendor to Client—A third party retained by your company that CB may need to confer with regarding your plan administration. • Vendor— Payroll - An identified vendor dedicated to your payroll processing for your company may need to confer with regarding your plan administration. • Web - Full Access — A person who has been given HIPAA Rights and will have full access to all functions of the secure client website • Web— Reports Only - A person who has not been given HIPAA Rights and will have limited access, only being able to view limited management reports on the secure client website. Thank you for your continued business;we appreciate it! Sincerely, Georgia Peterman Client Services Manager Creative Benefits,Inc. CBI Benefit Administrators License#0B36514 www.creativebenefits.com Office—956 Vale Terrace Dr.,Vista,CA 92084 Mail—P.O.Box 1928,Vista,CA 92085-1928 p(760)758-4600 f(760)758-4610 fliCreatilk Benefits 11 a WageWorks company Contact Verification Sheet Existing Information Name: Carol Lynch Address: 355 South Grand Ave, Los Angeles, CA 90071 Phone Number:213-626-8484 Fax Number:213-626-0078 Email Address: Assigned Role(s): Legal Agent Name: Kathryn Downs Address: No Address On Record Phone Number: 310-544-5216 Fax Number:310-544-5291 Email Address:kathrynd@rpv.com Assigned Role(s):Accounting Name:Dan Maniaci Address: 500 Silver Spur Road, Rolling Hills Estates, CA 90274 Phone Number: 310-541-4824 Fax Number: 310-377-2016 Email Address: dan@maniaciinsurance.com Assigned Role(s): Broker/Consultant,Web-Reports Only Name: Sandy Gruenberg Address:500 Silver Spur Road,Rolling Hills Estates, CA 90274 Phone Number: 310-541-4824 Fax Number:310-377-2016 Email Address: sandy@maniaciinsurance.com Assigned Role(s):Broker/Consultant,Web- Reports Only Name: Christy L.Brummet Address: No Address On Record Phone Number:310-544-5207 Fax Number:310-544-5291 Email Address: christyb@rpv.com Assigned Role(s):Primary,Day to Day,HIPAA Authorized,Web-Full Access Name: Selena Wright Address:No Address On Record Phone Number:310-544-5215 Fax Number: 310-544-5291 Email Address: selenaw@rpv.com Assigned Role(s): Payroll,Var Rpts,Web- Reports Only City of Rancho Palos Verdes- 3468 0 410 Name: Carolynn Petru Address: No Address On Record Phone Number: 310-544-5203 Fax Number: 310-544-5291 Email Address: carolynn@rpv.com Assigned Role(s): Eligibility,HIPA.A Authorized,Web-Full Access City of Rancho Palos Verdes - 3468