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Chapter 4.36
SUPPLEMENTARY RETIREMENT AND INCOME PLAN I

Sections:

Art 1 Definitions

4.36.101    Beneficiary.

4.36.102    Committee.

4.36.103    Compensation.

4.36.104    Council.

4.36.105    Effective date.

4.36.106    Employee.

4.36.107    Employer.

4.36.108    Fiduciary.

4.36.109    Fiscal year.

4.36.110    Gender.

4.36.111    Participant.

4.36.112    PERS.

4.36.113    Plan.

4.36.114    Plan year.

4.36.115    Service.

4.36.116    Trust.

4.36.117    Trust agreement.

4.36.118    Trustee.

Art 2 Participation

4.36.201    Participation date.

4.36.202    Cessation of participation.

4.36.203    Inactive participation.

Art 3 Contributions

4.36.301    Employer contribution.

4.36.302    No reversion to employer.

4.36.303    Contributions by participants.

4.36.304    Return of employer contributions--Mistake of fact.

Art 4 Accounts and Vesting

4.36.401    Accounts of participants.

4.36.402    Allocation of contributions.

4.36.402(A)    Limitation on allocations to participants.

4.36.403    Valuation of the trust.

4.36.404    Account balances.

4.36.405    Vesting.

4.36.406    Loans to participants.

4.36.407    Plan-to-plan transfer.

4.36.408    Participant directed investment.

Art 5 Distribution of Benefits

4.36.501    Retirement.

4.36.502    Normal retirement date.

4.36.503    Deferred retirement date.

4.36.504    Early retirement date.

4.36.505    Total disability or death.

4.36.506    Designation of beneficiaries.

4.36.507    Absence of valid designation of beneficiaries.

4.36.508    Termination of employment.

Art 6 Method and Time of Distribution

4.36.601    Method of distribution.

4.36.602    Time of distribution.

4.36.603    Distribution of death benefits.

4.36.604    Payment of small benefits.

Art 7 Disability Benefits

4.36.701    Benefits for participants becoming disabled prior to July 22, 1988.

4.36.702    Benefits for participants becoming disabled after July 21, 1988.

4.36.703    Definition of total disability.

4.36.704    Recovery of disabled participant.

4.36.705    Funding of disability benefits.

Art 8 Administration of the Plan

4.36.801    Investment plans committee.

4.36.802    Organization of the committee.

4.36.803    Powers of the committee.

4.36.804    Procedure for review of denial of benefits.

4.36.805    Facility of payment.

4.36.806    Information to be given participants.

4.36.807    Compensation and expenses of the committee.

4.36.808    Correction for overpayment of disability benefits.

Art 9 Amendment and Termination

4.36.901    General purpose.

4.36.902    Amendment.

4.36.903    Limitation upon the right to amend.

4.36.904    Termination.

4.36.905    Suspension.

4.36.906    Procedure.

4.36.907    Distribution upon event of termination.

4.36.908    Merger--Transfer of assets.

Art 10 Miscellaneous

4.36.1001    Trust for exclusive benefit of participants, former participants or their beneficiaries.

4.36.1002    Relationship between employer and employee is not changed by this plan and trust.

4.36.1003    Trust not guaranteed by employer.

4.36.1004    Rights not transferable.

4.36.1005    Rights and remedies limited.

4.36.1006    Unenforceable provisions.

4.36.1007    Failure to qualify.

4.36.1008    Construction of the plan.

4.36.1009    Plan and trust executed in counterparts.

4.36.1010    Special rules relating to Veteran’s reemployment rights.

The City of Berkeley does hereby adopt as of January 1, 2001 the following amended and restated money purchase pension plan for the exclusive benefit of its employees who shall participate therein in accordance with its terms. This plan amends and restates the provisions in the prior City of Berkeley Supplementary Retirement and Income Plan I. (Ord. 6747-NS § 1, 2003)