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Chapter 4.39
SUPPLEMENTARY RETIREMENT AND INCOME PLAN III

Sections:

Art 1 Definitions

4.39.101    Beneficiary.

4.39.102    Code.

4.39.103    Committee.

4.39.104    Compensation.

4.39.105    Council.

4.39.106    Effective date.

4.39.107    Employer and employee.

4.39.108    Fiduciary.

4.39.109    Fiscal year.

4.39.110    Gender.

4.39.111    Highly compensated employee.

4.39.112    Participant.

4.39.113    PERS.

4.39.114    Plan.

4.39.115    Plan year.

4.39.116    Police employee.

4.39.117    Related plan.

4.39.118    Required beginning date.

4.39.119    Service.

4.39.120    SRIP II.

4.39.121    Trust.

4.39.122    Trust agreement.

4.39.123    Trustee.

Art 2 Participation

4.39.201    Participation date.

4.39.202    Cessation of participation.

4.39.203    Inactive participation.

Art 3 Contributions

4.39.301    Employer contributions.

4.39.302    No reversion to employer.

4.39.303    Contributions by participants.

4.39.304    Return of employer contributions--Mistake of fact.

Art 4 Accounts and Vesting

4.39.401    Accounts of participants.

4.39.402    Allocation of contributions.

4.39.403    Limitation on allocations to participants.

4.39.404    Valuation of the trust.

4.39.405    Account balances.

4.39.406    Vesting.

4.39.407    Loans to participants.

4.39.408    Plan-to-plan transfers.

4.39.409    Participant directed investment.

Art 5 Distribution of Benefits

4.39.501    Retirement.

4.39.502    Normal retirement date.

4.39.503    Deferred retirement date.

4.39.504    Early retirement date.

4.39.505    Death.

4.39.506    Designation of beneficiaries.

4.39.507    Absence of valid designation of beneficiaries.

4.39.508    Termination of employment.

Art 6 Method and Time of Distribution

4.39.601    Method of distribution.

4.39.602    Time of distribution.

4.39.603    Distribution of death benefits.

4.39.604    Payment of small benefits.

4.39.605    Rollover.

Art 7 Administration of the Plan

4.39.701    Investment plans committee.

4.39.702    Organization of the committee.

4.39.703    Powers of the committee.

4.39.704    Procedure for review of denial of benefits.

4.39.705    Facility of payment.

4.39.706    Information to be given participants.

4.39.707    Compensation and expenses of the committee.

Art 8 Amendment and Termination

4.39.801    General purpose.

4.39.802    Amendment.

4.39.803    Termination.

4.39.804    Procedure.

4.39.805    Distribution upon events of termination.

Art 9 Miscellaneous

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

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

4.39.903    Trust not guaranteed by employer.

4.39.904    Rights not transferable.

4.39.905    Rights and remedies limited.

4.39.906    Unenforceable provisions.

4.39.907    Failure to qualify.

4.39.908    Construction of the plan.

4.39.909    Plan and trust executed in counterparts.

4.39.910    Special rules relating to Veteran’s reemployment rights.

4.39.911    Type of plan

The City of Berkeley does hereby adopt the Supplementary Retirement and Income Plan III (the "plan"), effective as of January 1, 2005. The plan is a spin off of the assets and liabilities attributable to employees represented by the Berkeley Police Association ("police employees") participating in the City of Berkeley Supplementary Retirement and Income Plan II on or about December 31, 2004. (Ord. 6837-NS § 1 (part), 2005)