reglab/statecodes huggingface dataset:
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-2 - Definitions

Current through Vol. 41, No. 20, July 1, 2024
The following words and terms, when used in this subchapter,
				  shall have the following meaning, unless the context clearly indicates
				  otherwise:
"Eligible period of coverage"
means that time
				  period in which the employee contributes to the Qualified Transportation
				  account and that the employee is on an active pay status.
"Mass Transit expense"
means any pass, token,
				  fare card, voucher, or similar item (including an item exchangeable for fare
				  media) entitling a person to transportation. The pass must be used for
				  transportation on a public or privately-owned mass transit system, or on
				  transportation provided by a person in the business of transporting people in a
				  vehicle, seating at least six adults, excluding the driver and are eligible
				  expenses as allowed under and defined in the prevailing Internal Revenue Code
				  and rules promulgated thereunder and as allowed by the Plan
				  Administrator.
"Qualified Transportation account"
means the
				  bookkeeping account maintained by the Plan Administrator used for crediting
				  contributions and accounting for benefit payments.
"Run Out Period"
means the ninety (90) day
				  period following a Plan Year in which claims can be made for reimbursable
				  expenses incurred during the Plan Year.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-3 - Requirements for participation

Current through Vol. 41, No. 20, July 1, 2024
Upon submission of the election through an authorized
				  procedure prescribed by the Plan Administrator, any employee eligible to
				  participate under the Flexible Benefits Plan shall be eligible to participate
				  in the Qualified Transportation account option.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-4 - Amount of benefit available

Current through Vol. 41, No. 20, July 1, 2024
The maximum amount which an employee may receive in a Plan
				  Year in the form of Mass Transit expense reimbursement or payment under the
				  Qualified Transportation account option shall be the maximum amount as
				  determined on a yearly basis by the Internal Revenue Service pursuant to
				  26 U.S.C. Section
				  132(f) and
				  26 C.F.R. Section
				  1.132-9.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-5 - Internal Revenue Code and regulations

Current through Vol. 41, No. 20, July 1, 2024
The Qualified Transportation option, the benefits provided
				  pursuant to it, and contributions made pursuant to it shall be in compliance
				  with all applicable Internal Revenue Code provisions and regulations
				  promulgated thereunder.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-6 - Elections/mid-year changes

Current through Vol. 41, No. 20, July 1, 2024
(a) Employees may
				elect to participate during the open enrollment Option Period prior to the plan
				year.
(b) New Hires and employees
				not previously enrolled may elect to participate during the plan
				year.
(c) Employees who have
				elected to participate may drop the option any time during the plan year.
				However, once the account has been dropped, the employee may not re-enroll
				during the same plan year. Any amounts remaining in the account after the
				option has been dropped are subject to forfeiture pursuant to OAC
				260:40-26-10.
(d) Employees' requests to participate, or
				drop participation, in Qualified Transportation accounts must be made in a
				manner and on forms prescribed by the Plan Administrator.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-7 - Qualified Transportation account option

Current through Vol. 41, No. 20, July 1, 2024
Each Plan Year, the Plan Administrator shall establish a
				  Qualified Transportation account for each employee who elects to participate in
				  a Qualified Transportation account. During the Plan Year, the applicable
				  payroll office shall on a monthly basis deduct from the employee's payroll the
				  amount designated by the employee and credit the employee's Qualified
				  Transportation account. An employee's Qualified Transportation account for a
				  Plan Year shall be reduced by the amount of any qualified Mass Transit expenses
				  paid to the employee.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-8 - Claims for reimbursement

Current through Vol. 41, No. 20, July 1, 2024
Claims for reimbursement of qualified Mass Transit expenses
				  incurred during the period of coverage shall be made in a manner and on forms
				  prescribed by the plan administrator.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-9 - Reimbursement or payment of Mass Transit expense

Current through Vol. 41, No. 20, July 1, 2024
(a) Subject to limitations contained in this
				section, the Plan Administrator shall reimburse the employee from the
				employee's Qualified Transportation account for Mass Transit expenses incurred
				during the Plan Year for which the employee submits documentation in accordance
				with OAC
				260:40-26-8.
				No reimbursement or payment of Mass Transit expenses incurred during a Plan
				Year shall exceed the balance available in the employee's Qualified
				Transportation account. The reimbursement must be for the state employee to
				utilize Mass Transit. Reimbursement for spousal or dependant expenses is not
				allowed. The Mass Transit pass must be a monthly pass; passes less than one
				month will not be reimbursed.
(b)
				The final payment of benefits for any Plan Year may be made following the close
				of such Plan Year based on accepted claims filed with the Plan Administrator no
				later than the end of the Run Out Period.
(c) Upon demand an employee shall immediately
				refund any overpayment made by the Plan Administrator on behalf of the
				employee.
(d) If an employee ceases
				to be an active state employee or terminates employment with the state, such
				employee shall be entitled to continue receiving benefits pursuant to the
				Qualified Transportation account option to the extent of the amount remaining
				in the employee's Qualified Transportation account for the expenses incurred
				during the eligible period of coverage in which termination of participation
				occurs.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-10 - Forfeiture of unused benefits

Current through Vol. 41, No. 20, July 1, 2024
Amounts remaining in an employee's Qualified Transportation
				  account following final payment of all Mass Transit expenses incurred during
				  the periods described in OAC
				  260:40-26-9(b)
				  shall be forfeited to pay administrative expenses of the Flexible Benefits
				  Plan. An employee who elects to continue to enroll into a Qualified
				  Transportation account in subsequent years, without periods of interruption,
				  will be permitted to roll over unused amounts from previous years subject to
				  the limitations in OAC
				  260:40-26-4
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 26 - Qualified Transportation Account Option › Section 260:40-26-11 - Report to employees

Current through Vol. 41, No. 20, July 1, 2024
On or before January 31 of each year, or at such other time
				  as may be specified by federal law or regulation, the Plan Administrator shall
				  furnish each employee who has received Qualified Transportation payments during
				  the prior Plan Year a written statement showing the amount of reimbursement
				  during the prior Plan Year. Statements reflecting account balances shall be
				  provided to employees no less than once each calendar
				  quarter.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-1 - Health care reimbursement account option

Current through Vol. 41, No. 20, July 1, 2024
(a) This option is an optional benefit within
				the State Employees Flexible Benefits Plan. This option is intended to be
				qualified under Section 125 of the Internal Revenue Code and is, therefore,
				included as part of the cafeteria plan described in OAC
				260:40-7-1.
(b) The Plan Administrator shall at all times
				administer this option in a manner consistent with the terms and provisions
				hereof in a uniform and nondiscriminatory manner and in accordance with the
				prevailing Internal Revenue Code and applicable regulations promulgated
				thereunder.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-2 - Definitions

Current through Vol. 41, No. 20, July 1, 2024
The following words and terms, when used in this subchapter,
				  shall have the following meaning, unless the context clearly indicates
				  otherwise:
"Dependent"
means an individual, who qualifies
				  as a dependent under Section 125 of the Internal Revenue Code, taking into
				  account Section 105(b) of the Internal Revenue Code.
"Health care reimbursement account"
means the
				  bookkeeping account maintained by the Plan Administrator used for crediting
				  contributions and accounting for benefit payments.
"Medical care expenses"
means any expenses
				  incurred by a participant or by a spouse or dependent of such participant for
				  medical care as described in Section 213 of the Internal Revenue Code and
				  subject to the limitations of section 125 and this Flexible Benefits Plan, but
				  only to the extent that the participant or other person incurring the expense
				  is not reimbursed for the expense through insurance or otherwise.
"Grace Period"
means the period from the end of
				  the Plan Year through March 15th of the subsequent Plan Year during which
				  reimbursable expenses can be incurred and attributable to the previous Plan
				  Year's account balance. For the Plan Year effective January 1, 2020, the grace
				  period will be extended for twelve months (12) after the end of that Plan Year.
				  For the Plan Year effective January 1, 2021, the grace period will be extended
				  for twelve (12) months after the end of that Plan Year.
"Rollover Distributions"
means distributions to
				  a Health Savings Account of balances remaining at year end for employees who
				  qualify pursuant to State and federal law.
"Run-Out Period"
means the ninety (90) day
				  period following a Plan Year in which claims can be made for reimbursable
				  expenses incurred during the Plan Year.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-3 - Requirements for eligibility

Current through Vol. 41, No. 20, July 1, 2024
(a)
				Upon submission of the election through an authorized procedure as prescribed
				by the Plan Administrator, an employee eligible to participate under the
				Flexible Benefits Plan shall be eligible to participate in the health care
				reimbursement account option.
(b) A
				former employee who is reemployed by the same participating employer after
				thirty (30) days from termination will not be eligible to reenroll in a Health
				Care Reimbursement Account throughout the remainder of the current Plan Year
				unless the employee maintained the Health Care Reimbursement Account under the
				COBRA provisions.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-4 - Amount of benefits available

Current through Vol. 41, No. 20, July 1, 2024
(a)
				Subject to the limitations imposed by federal law to avoid discrimination, the
				maximum benefit which a participant may receive in any Plan Year for medical
				care expenses under the health care reimbursement account option shall be
				subject to a monthly maximum of $350.00 or other amount as determined by the
				Plan Administrator.
(b) The minimum
				salary adjustment amount for participation in this option shall be $10.00 per
				month.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-5 - Internal Revenue Code and regulations

Current through Vol. 41, No. 20, July 1, 2024
The health care reimbursement account option, the benefits
				  provided thereunder, or contributions made pursuant to it, shall be in
				  compliance with all provisions of this Plan and all applicable Internal Revenue
				  Code provisions and regulations promulgated thereunder.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-6 - Reduction of benefits

Current through Vol. 41, No. 20, July 1, 2024
The Plan Administrator shall reduce amounts of benefits
				  payable to a participant to assure that the health care reimbursement account
				  option is nondiscriminatory and in compliance with any provision of the
				  Internal Revenue Code or other applicable law or regulation. Any such reduction
				  of benefits shall be made by the Plan Administrator on a reasonable and
				  nondiscriminatory basis. Contributions which may not be paid out because of
				  benefit reductions imposed by this section shall be
				  forfeited.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-7 - Health care reimbursement account option

Current through Vol. 41, No. 20, July 1, 2024
The Plan Administrator shall establish for each participant a
				  health care reimbursement account for each period of coverage. Each health care
				  reimbursement account shall initially contain zero dollars ($0.00). A
				  participant's health care reimbursement account for a period of coverage shall
				  be increased by the portion of the participant's salary adjustment dollars that
				  may be accrued from month to month for that period of coverage that he or she
				  has elected to apply toward medical care expenses. A participant's health care
				  reimbursement account for a period of coverage shall be reduced by the amount
				  of any health care expenses paid to a participant.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-8 - Claims for reimbursement

Current through Vol. 41, No. 20, July 1, 2024
A participant who has elected to participate in the health
				  care reimbursement account option shall apply in writing to the Plan
				  Administrator for reimbursement of health care expenses incurred by the
				  participant during the Plan Year. The claim for account reimbursement shall be
				  made in a manner and on a form furnished by the Plan
				  Administrator.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-9 - Reimbursement of health care expenses

Current through Vol. 41, No. 20, July 1, 2024
(a)
				Subject to limitations contained in this section, the Plan Administrator shall
				reimburse the participant from the participant's health care reimbursement
				account for health care expenses incurred during the eligible period of
				coverage, for which the participant submits documentation, in accordance with
				OAC
				260:40-27-8.
				No reimbursement of health care expenses incurred during a Plan Year shall
				exceed the maximum amount defined in the salary adjustment agreement.
(b) Participants shall be reimbursed for
				medical care expenses on a weekly or other reasonable basis during the Plan
				Year in accordance with Flexible Benefits Plan Administration Rules.
				Reimbursement can also be made for expenses incurred by any participant during
				the Grace Period. The final payment of benefits for any Plan Year may be made
				following the close of such Plan Year based on accepted claims filed with the
				Plan Administrator no later than the end of the Run Out Period.
(c) Upon demand a participant shall
				immediately refund any overpayment made by the Plan Administrator on behalf of
				the participant. Likewise, items charged to a debit card that are unacceptable
				to the Plan Administrator will require a participant to immediately refund such
				an overpayment to the Plan Administrator.
(d) If a participant ceases to be a
				participant or terminates employment, the participant shall be entitled to
				continue receiving benefits pursuant to this health care option to the extent
				of the amount remaining in the participant's health care reimbursement account
				for expenses incurred during the eligible period of coverage of the current
				Plan Year.
(e) If a participant
				ceases to be a participant or terminates employment, claims incurred after the
				last day of the month of termination or the date participation ceased shall not
				be considered for reimbursement, unless the participant elects to continue
				participation in this option by elected coverage continuation as provided for
				in this section.
(f) Any
				participant may continue this option under the coverage continuation guidelines
				for COBRA, as provided under OAC
				260:40-33-1
				on a post tax basis.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-10 - Forfeiture of unused benefits

Current through Vol. 41, No. 20, July 1, 2024
Following final payment of all health care expenses incurred
				  during the periods described in OAC
				  260:40-27-9(b),
				  amounts remaining in the health care reimbursement account shall be forfeited
				  to pay administrative expenses of the Flexible Benefits Plan.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-11 - Other governing provisions

Current through Vol. 41, No. 20, July 1, 2024
The health care reimbursement account option shall be
				  administered under the terms of this subchapter and Title.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-12 - Benefit election irrevocable unless a permitted exception exists

Current through Vol. 41, No. 20, July 1, 2024
(a) Except as
				otherwise provided in this Section, a participant's election of benefits
				described in this Chapter, made in accordance with subchapter 17 of this
				Chapter, shall be irrevocable during the Plan Year with regard to any benefit
				or portion of benefit elected for the period of coverage to which the election
				pertains. Conversion from one type of benefit to another or modification of the
				salary adjustment agreement shall not be permitted during the applicable period
				of coverage.
(b) A participant
				shall be entitled to modify a benefit election after a period of coverage has
				commenced for which the election applies or make a new election, subject to
				acceptance by the Plan Administrator, with respect to the remainder of the
				current period of coverage, if the modification or new election is on account
				of and corresponds with a permitted exception to the irrevocability rule as
				provided for in
				260:40-17-4
				and is not a prohibited change as indicated in this subchapter. THE FOLLOWING
				ARE PROHIBITED CHANGES UNDER THE HEALTH CARE REIMBURSEMENT ACCOUNT OPTION:
(1) HIPAA Special Enrollment Rights will not
				be allowed to effect any change to the Health Care Reimbursement Account. (See
				subchapter 17-4 for Permitted Exceptions)
(2) COBRA events
(3) Significant Changes in Cost or a Change
				in Coverage
(4) Change in coverage
				of spouse or dependent under Other Employer's plan (See subchapter 17-4 for
				Permitted Exceptions)
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-13 - Report to participants

Current through Vol. 41, No. 20, July 1, 2024
Statements reflecting account balances shall be provided to
				  participants no less than each calendar quarter and shall satisfy the
				  notification requirement reflecting contributions and reimbursements during
				  such periods.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 27 - Health Care Reimbursement Account Option › Section 260:40-27-14 - Health Savings Accounts Distributions

Current through Vol. 41, No. 20, July 1, 2024
The EBD has discretion to permit rollover distributions to a
				  Health Savings Account as allowed by State and federal law.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 28 - Early Medical Alert Optional Benefit › Section 260:40-28-1 - Early medical alert optional benefit

Current through Vol. 41, No. 20, July 1, 2024
(a) This option is a qualified benefit under
				Section 125 of the Internal Revenue Code. This benefit is an optional benefit
				within the State Employees Flexible Benefits Plan and is included as part of
				the cafeteria plan described in Subchapter 1 of this Chapter.
(b) The Plan Administrator shall at all times
				administer this option in a manner consistent with the terms and provisions
				hereof, in a uniform and nondiscriminatory manner, and in accordance with the
				Internal Revenue Code and applicable regulations promulgated
				thereunder.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 28 - Early Medical Alert Optional Benefit › Section 260:40-28-2 - Definitions

Current through Vol. 41, No. 20, July 1, 2024
The following words and terms, when used in this subchapter,
				  shall have the following meaning, unless the context clearly indicates
				  otherwise:
"Period of Coverage"
The period of coverage for
				  this benefit runs from January 1 through December 31 of a given Plan Year. For
				  new hires electing this benefit, the period of coverage begins on the first day
				  of the month following date of hire through December 31.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 28 - Early Medical Alert Optional Benefit › Section 260:40-28-3 - Requirements for participation

Current through Vol. 41, No. 20, July 1, 2024
Upon submission of the election through an authorized
				  procedure prescribed by the Plan Administrator, any employee eligible to
				  participate under the State Employees Flexible Benefits Plan shall be eligible
				  to participate in the early medical alert optional benefit.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 28 - Early Medical Alert Optional Benefit › Section 260:40-28-4 - Internal Revenue Code and regulations

Current through Vol. 41, No. 20, July 1, 2024
The early medical alert optional benefit, the benefits
				  provided pursuant to it, and contributions made pursuant to it shall be in
				  compliance with all applicable Internal Revenue Code provisions and regulations
				  promulgated thereunder.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 28 - Early Medical Alert Optional Benefit › Section 260:40-28-5 - Period of coverage - enrollment

Current through Vol. 41, No. 20, July 1, 2024
The period of coverage will be on a calendar year basis
				  beginning January 1 and ending December 31 of a given Plan Year. For new hires
				  electing this benefit, the period of coverage begins on the first day of the
				  month following date of hire through December 31. Midyear enrollees must pay
				  the annual cost regardless of entry date. Pro-rated premiums are not available.
				  Participation requires re-enrollment on an annual basis. Members wishing to
				  participate for successive Plan Years must make a positive
				  enrollment.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 28 - Early Medical Alert Optional Benefit › Section 260:40-28-6 - Enrollment

Current through Vol. 41, No. 20, July 1, 2024
(a) Employees may elect to enroll in this
				benefit during the Option Period prior to each Plan Year.
(b) New Hires may elect to participate in
				this optional benefit when completing the new hire benefits election form
				within thirty (30) days following date of hire.
(c) Requests for enrollment must be made in a
				manner and on forms prescribed by the Plan Administrator.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 28 - Early Medical Alert Optional Benefit › Section 260:40-28-7 - Early medical alert account option

Current through Vol. 41, No. 20, July 1, 2024
The Plan Administrator shall establish for each employee an
				  early medical alert account for each Plan Year. An employee's early medical
				  alert account for a period of coverage shall be credited with the portion of
				  the employee's early medical alert account dollars that may be deducted from
				  payroll through a single payroll deduction. An employee's early medical alert
				  account for a Plan Year shall be reduced by the amount of any early medical
				  alert dollars paid on behalf of the employee.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 29 - Processing and Review of Healthcare and Dependent Care Spending Account Claims › Section 260:40-29-1 - Processing and payment of claims

Current through Vol. 41, No. 20, July 1, 2024
The Plan Administrator shall authorize and establish a claims
				  reimbursement procedure under which all claims will be
				  processed.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 31 - Coverage Continuation and Refunds › Section 260:40-31-1 - Individual remittances to the Plan Administrator

Current through Vol. 41, No. 20, July 1, 2024
(a) The following individuals are eligible to
				make direct remittances to the Plan Administrator for health, life, dental,
				disability, and any other elected options.
(1)
				An eligible employee on approved leave without pay; or
(2) Disability recipients.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 31 - Coverage Continuation and Refunds › Section 260:40-31-2 - Refund for over deductions

Current through Vol. 41, No. 20, July 1, 2024
(a) It
				is the participant's duty to notify the agency coordinator of a change in
				eligibility for himself, his spouse or his dependents. Any refund of payment
				for any over deduction shall be made only when the Plan Administrator is
				notified in writing no later than sixty (60) days from the actual date of the
				over deduction. No refund will be made for over deductions which occurred more
				than sixty (60) days prior to the date written notification is received by the
				Plan Administrator.
(b) Refunds for
				excess deductions due to administrative error of the agency shall be limited to
				either the beginning of the Plan Year in which the error was discovered or the
				beginning of the calendar year in which the error was discovered, whichever is
				later.
(c) A refund of premium form
				shall be completed by the employee and submitted to the Plan Administrator for
				approval. If approved, the applicable payroll office will issue a payroll
				voucher to the employee for the amount of refund due. When the Plan
				Administrator does not approve a refund, the Plan Administrator shall notify
				the employee.
(d) Any benefits paid
				under this plan for an ineligible employee, spouse or dependent may be offset
				against any refund due for over deduction.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 31 - Coverage Continuation and Refunds › Section 260:40-31-3 - Family and medical leave

Current through Vol. 41, No. 20, July 1, 2024
(a) A
				participant who is on approved FMLA leave may remit any optional or dependent
				premiums directly to the Plan Administrator under OAC
				260:40-7-1.
(b) Any participant who chooses not to remit
				dependent or optional premiums during approved FMLA leave may resume those same
				coverages effective the first day of the month following the participant's
				return from approved family and medical leave. Any coverage that lapsed during
				the approved FMLA leave period shall be reinstated with no evidence of
				insurability or pre-existing condition exclusions for those dependents covered
				prior to the FMLA leave commencement date.
(c) The employing agency of a participant who
				is on approved FMLA leave shall remit the actual cost of the employee-only
				coverage for health, dental, life and disability to the Plan
				Administrator.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 31 - Coverage Continuation and Refunds › Section 260:40-31-4 - Uniformed Services Employment and Reemployment Rights Act

Current through Vol. 41, No. 20, July 1, 2024
(a) Under USERRA, "uniformed service" means
				the performance of duty with the Armed Services, the Coast Guard, the Army
				National Guard, the Air National Guard and the Commissioned Corps of the Public
				Health Service and does not consider if this duty is performed on a voluntary
				or involuntary basis.
(b) Under
				USERRA the employer shall restore benefits which employees and their dependents
				were receiving when the uniformed service began. In addition, the employer
				shall make available any new benefits that may have gone into effect during the
				uniformed service period.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 33 - Cobra Coverage › Section 260:40-33-1 - Workers' compensation insurance not affected

Current through Vol. 41, No. 20, July 1, 2024
The coverage set forth in this title is not in lieu of and
				  does not affect any requirements for coverage by workers' compensation
				  insurance.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 33 - Cobra Coverage › Section 260:40-33-2 - Procedures and implementation

Current through Vol. 41, No. 20, July 1, 2024
(a)
				Each agency or employer participating in the Flexible Benefits Plan shall
				advise each covered employee of his legal right to continue coverage upon
				separation from state employment. Each covered employee shall sign a notice of
				right to continue coverage. This notice shall be kept by the agency/employer in
				each employees' permanent personnel file. An affidavit shall be signed by each
				agency head/employer and the coordinator and returned to the Plan
				Administrator's office for permanent record.
(b) COBRA qualifying event notices are to be
				submitted by the Coordinator any time an employee dies, terminates employment,
				or reduces work hours so as to be no longer eligible for insurance coverage.
				Qualifying event notices on behalf of eligible spouses and dependents will also
				be submitted. These submissions must be sent to the Plan Administrator and or
				to the COBRA Administrator (Group Insurance EGID) within thirty (30) days of
				the qualifying event.
(c) COBRA
				forms are to be filled out by the covered employee or dependent if the
				qualifying event is divorce, legal separation or the dependent becoming
				ineligible, for health insurance coverage. This form must be filed within sixty
				(60) days from the date of the qualifying event in order to obtain continued
				coverage. If the qualifying event is divorce or legal separation, a copy of the
				petition or decree shall be furnished along with the COBRA form.
(d) After a beneficiary elects to continue
				coverage under COBRA, the beneficiary shall become an inactive member. The
				beneficiary shall remit all premiums including a two (2) percent administrative
				fee to the designated COBRA administrator.
(e) If the beneficiary is entitled to
				continue the insurance because he or she is a surviving spouse, the beneficiary
				shall be informed of the right to choose to continue under the health plan
				currently provided for survivors or to elect to continue under COBRA. If the
				beneficiary wishes to continue the insurance as a surviving dependent, this
				election must be made within sixty (60) days from the date of death of the
				employee. If the beneficiary wishes to keep his/her insurance through COBRA,
				this election shall be made within sixty (60) days of the date of the letter
				sent with the COBRA application from the COBRA Administrator. The beneficiary
				shall be informed of his/her rights under each of these options and that all
				election decisions are irrevocable.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 35 - Group Health Plan Disclosure of Protected Health Information to the Plan Administrator › Section 260:40-35-1 - General Provisions

Current through Vol. 41, No. 20, July 1, 2024
A group health plan may disclose protected health information
				  to the Plan Administrator in its capacity as plan sponsor. The Plan
				  Administrator will use and disclose such information in a manner consistent
				  with the HIPAA requirements of the Standards for Privacy of Individually
				  Identifiable Health Information including the applicable requirements of
				  45 CFR
				  §164.504(f).
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 37 - Competitive Bidding Criteria and Procedures for Contracts Awarded for Flexible Benefits Plans › Section 260:40-37-1 - Purpose

Current through Vol. 41, No. 20, July 1, 2024
The purpose of this Chapter is to describe the rules
				  governing the procurement requirements of the Oklahoma State Employee Benefits
				  Department (EBD) for contracts to provide flexible benefits plan choices for
				  active State employees and their eligible dependents. Flexible benefit plans
				  are purchased under guidelines approved by the Oklahoma State Employee Benefits
				  Department in compliance with all applicable State statutes. This Chapter does
				  not apply to any products or services required by the EBD outside the scope of
				  flexible benefits plans as defined in the Oklahoma State Employees Flexible
				  Benefits Act (74 O.S. §
									1341 et
				  seq.). Other products or services shall be procured in accordance with the
				  Central Purchasing Act (74 O.S. §
									85.1 et
				  seq.).
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 37 - Competitive Bidding Criteria and Procedures for Contracts Awarded for Flexible Benefits Plans › Section 260:40-37-3 - General purchasing provisions

Current through Vol. 41, No. 20, July 1, 2024
(a) The
				EBD has the statutory authority to purchase flexible benefit plans for
				participants as defined by the Oklahoma State Employees Benefits Act. The EBD
				reserves the right to cancel any given procurement of flexible benefit plans at
				any time for any reason.
(b) Except
				as otherwise specifically provided by this Chapter, all flexible benefit plan
				contracts required by the EBD shall be acquired by competitive bidding pursuant
				to the terms of this Chapter. Contracts with qualified flexible benefits plans
				may be awarded on the basis of best and final offer (BFO) through competitive
				negotiation. The EBD, at its own discretion, shall have the option of bidding
				and contracting any flexible benefit plan through the Department of Central
				Services, Central Purchasing Division.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 37 - Competitive Bidding Criteria and Procedures for Contracts Awarded for Flexible Benefits Plans › Section 260:40-37-4 - Bidder registration

Current through Vol. 41, No. 20, July 1, 2024
(a) Any Bidder
				which seeks to contract to provide flexible benefit plans to the EBD must be on
				the Bidder's list prior to the public release of an RFP solicitation. A Bidder
				desiring to be on the Bidder List must register with the Contracts
				Administrator to receive copies of RFP solicitations. Only those Bidders
				qualified under Oklahoma law to perform the services requested by the EBD and
				who meet the Bidder registration requirements contained herein will be added to
				the Bidder's List.
(b) Bidder
				Qualifications.
(1) A Bidder has the burden
				of demonstrating that it has the capability to responsibly do business with the
				State of Oklahoma. In the interest of providing the highest level of quality to
				statewide active State employees and their eligible dependents for flexible
				benefit choices, Bidders seeking Bidder registration with the EBD to provide
				flexible benefit choices in response to a benefit choice RFP solicitation must
				provide:
(A) Proof that the benefit provider
				has been operational (licensed where applicable) and enrolling members within
				the State of Oklahoma for a period of not less than eighteen (18) months prior
				to the date proposals are due.
(B)
				Audited financial statements for the most recent two (2) full years,
				and
(C) Disclosure of all State and
				Federal regulatory actions taken against the Bidder in the preceding eighteen
				(18) months.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 37 - Competitive Bidding Criteria and Procedures for Contracts Awarded for Flexible Benefits Plans › Section 260:40-37-5 - Bidder retention and removal from bidder list

Current through Vol. 41, No. 20, July 1, 2024
(a) To ensure Bidders perform in the best
				interest of the State, it is necessary to address problems in a swift and
				equitable manner for all concerned. The EBD has determined that Bidder
				misconduct can cause irreparable harm to the EBD and its eligible participants.
				It is therefore recognized that penalties for poor Bidder performance and/or
				violation of State and Federal statutes must be addressed.
(b) The EBD may remove any Bidder for any
				material infraction(s) as determined by the EBD to be in the best interest of
				the State and members, including but not limited to the following. The amount
				of time a Bidder is removed from the Bidder's List shall be determined by the
				EBD:
(1) A Bidder which has contracted with
				the EBD to provide flexible benefit plan(s) and which terminates its contract
				with the EBD prior to the contract expiration date.
(2) Financial insolvency.
(3) A conviction or plea of guilty to a
				felony involving fraud, bribery or corruption to the State or to any of its
				political subdivisions.
(4) Giving
				false or misleading information in an application for inclusion on the Bidder's
				List.
(5) Certification by the
				Oklahoma Human Rights Commission that the Bidder is engaging in a
				discriminatory practice as defined in 25 O.S. §§
										1505 and
				1604.
(6) Failure on the part of the Bidder to meet
				EEOC and other requirements mandated by public legislation or EBC.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 37 - Competitive Bidding Criteria and Procedures for Contracts Awarded for Flexible Benefits Plans › Section 260:40-37-6 - Submission of proposals

Current through Vol. 41, No. 20, July 1, 2024
(a) The
				Bidder's proposal must be submitted in a sealed envelope or container with the
				name and address of the Bidder, the RFP number, and the date and time of the
				RFP closing clearly marked on the outside of the envelope or container. All
				proposals must be complete and in compliance with the instructions provided
				with the RFP. It is the Bidder's responsibility to read and understand the
				instructions, terms and conditions provided with the RFP. Failure to comply
				with the instructions and terms and conditions in the RFP in any material way
				shall disqualify the proposal as per OAC
				260:40-37-9.
				Proposals are to be mailed or submitted in a sealed envelope or container to
				the offices of the EBD. Faxed proposals shall not be accepted. Any questions
				regarding the RFP or contract related items shall be directed to the Contracts
				Administrator.
(b) If a registered
				Bidder does not wish to bid on the RFP, the Bidder may fill in the Bidder name,
				address, and write "No Bid" on the RFP form or cover letter and return the "No
				Bid" to the Contracts Administrator.
(c) It is the responsibility of the Bidder to
				ensure delivery of a proposal to the EBD at or prior to the designated date and
				time on the RFP. The EBD shall not be responsible for, and shall not accept,
				late proposals. Proposals received after the RFP closing date shall be returned
				unopened to the Bidder. The EBD shall not accept proposals from an ineligible
				Bidder, pursuant to this Chapter.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 37 - Competitive Bidding Criteria and Procedures for Contracts Awarded for Flexible Benefits Plans › Section 260:40-37-7 - Proposal openings

Current through Vol. 41, No. 20, July 1, 2024
(a) All sealed
				proposals shall be stamped with the time and date upon receipt at the EBD's
				offices. The proposals shall be placed in a secured bid room until time for the
				scheduled proposal opening. Access to the room is limited to the Director, the
				Contracts Administrator, or their designees until the proposal
				opening.
(b) Proposals shall be
				opened at the designated date and time by the Contracts Administrator.
				Information clearly designated in the RFP as being proprietary or confidential
				shall not be made public. A proposal opening record shall be completed and
				maintained in the proposal file.
(c) Public openings may be requested by a
				Bidder and/or interested parties prior to the proposal opening. The request may
				be oral or written and must include the RFP number and closing date.
(d) No award will be made at routine or
				public openings. Award recommendations shall be made in writing upon conclusion
				of the proposal evaluation. The process and procedures for each proposal
				evaluation shall be further described in the individual RFP.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 37 - Competitive Bidding Criteria and Procedures for Contracts Awarded for Flexible Benefits Plans › Section 260:40-37-9 - Terms and conditions for acceptable proposals

Current through Vol. 41, No. 20, July 1, 2024
(a) All proposals submitted are subject to
				the EBD's policies and procedures and/or any special conditions and
				specifications listed in this Subchapter or made part of the RFP.
(b) Sealed proposals will be opened by the
				EBD at the time and date set in the RFP.
(c) Proposals received after the closing time
				will not be considered. Envelopes or containers must contain responses to only
				one RFP, be sealed, and the name and address of the Bidder inserted in the
				upper left-hand corner. The proposal number and closing date must appear on the
				face of the envelope or container.
(d) The proposal shall be in strict
				conformity with the instructions to the Bidder and shall be submitted in the
				approved format. All required signatures must be original and written in
				ink.
(e) Any questions pertaining
				to the clarification of the proposal shall be directed to the Contracts
				Administrator.
(f) The EBD may
				conduct scheduled on-site visits to the service provider for purposes of
				testing the readiness of the provider.
(g) When submitting a proposal to the EBD,
				the Bidder shall agree to an audit clause which provides that books, records,
				documents, accounting procedures, practices or any other items of the Bidder
				relevant to the contract are subject to examination by the EBD, the State
				Auditor and Inspector, and such other entities as may be specified in the
				RFP.
(h) Failure to comply with the
				terms and conditions shall subject the proposal to disqualification.
Oklahoma Administrative Code › Title 260 - Office of Management and Enterprise Services › Chapter 40 - Employee Benefits Department › Subchapter 37 - Competitive Bidding Criteria and Procedures for Contracts Awarded for Flexible Benefits Plans › Section 260:40-37-11 - Challenge of award

Current through Vol. 41, No. 20, July 1, 2024
(a) Any Bidder may
				challenge the award of a proposal. A challenge may be based on the following
				grounds:
(1) The proposal of the successful
				Bidder(s) did not meet the RFP requirements in a material way;
(2) The bidding procedure was done in
				violation of the EBD's rules; or
(3) EBD acted outside the scope of its
				authority. In the event a Bidder raises this ground in an allegation, said
				Bidder shall specify the nature of the alleged act.