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03-09-26-R
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03-09-26-R
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15 <br />IV. Records & Information <br />A. Maintenance and Access. The parties shall maintain adequate records <br />relating to the terms and operation of the Plans for at least the Plan year to <br />which the records relate and for a seven (7) year period thereafter. Each <br />party shall have access to the records relating to the Plans maintained by <br />the other party during normal business hours and upon reasonable notice <br />and request and subject to applicable laws and regulations. The parties shall <br />maintain the confidentiality of any information relating to Covered <br />Individuals and the Plans in accordance with applicable laws and <br />regulations. At the conclusion of the period for which records are required <br />to be kept under this provision and prior to any modification, destruction or <br />disposal of any records, Benefit Extras shall provide Plan Administrator an <br />opportunity to review the records and obtain copies of any such records. All <br />costs associated with such inspection and copying of records will be paid by <br />Plan Administrator. <br />B. Record Use. Benefit Extras, Employer, and Plan Administrator agree that <br />the medical records, names, addresses, telephone numbers, Social Security <br />numbers and other personal information relating to Covered Individuals, <br />which Benefit Extras may obtain as a result of performing administrative <br />services may be collected, maintained and used by Benefit Extras and Plan <br />Administrator as necessary to administer the Plans. Benefit Extras and Plan <br />Administrator may use patient specific and individually identifiable <br />information, as necessary to properly administer the Plans, to defend any <br />claim related to the Plans or to the provision of services under this <br />Agreement, or as otherwise may be permitted by state or federal law. All <br />parties agree that such information shall be considered confidential and <br />protected as required under applicable law. <br />C. Confidential Business Information. Benefit Extras, Employer, and Plan <br />Administrator shall each take all necessary steps to protect the other parties’ <br />confidential business information. Such information shall not be disclosed <br />to third parties without the express written consent of the other parties <br />unless required by law or court order. <br />D. Transfer of Records. When this Agreement ends, Benefit Extras may <br />transfer to Employer, Plan Administrator, and/or any successor <br />administrator those records Benefit Extras determines are reasonably <br />necessary to effectuate a smooth transition of administration of the Plans <br />and any other records Benefit Extras possesses that relate to the Plans. <br />Benefit Extras intends that this transfer of records will satisfy its obligation <br />to maintain such records as described above. Benefit Extras shall provide <br />Plan Administrator an opportunity to review the records and obtain copies <br />of any such records in addition to the records Benefit Extras has identified
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