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SCHEDULE "A" TO BY-LAW NO. 1 1
GROUP ANNUITY PLAN FOR THE EMPLOYEES OF THE TOWNSHIP OF PICKERING -
1. DEFINITIONS
In this plan, unless the contract otherwise requires,
(a) "EMPLOYER" means the TOWNSHIP OF PICKERING.
(b) "EMPLOYEE" means any salaried officer, clerk, workman, servant
or other person in the employ of the Municipality or of a local
board and includes any person designated as an employee by the
Minister of Municipal Affairs of Ontario;
(c) "PRESENT EMPLOYEE" means an employee in the service of the
employer prior to the effective date of the plan;
(d) "FUTURE EMPLOYEE" means an employee who enters the service of
the employer on or after the effective date of the plan;
(e) "PERMANENT EMPLOYEE" means an employee who, in a year, serves
a least equ va ent of 75% of the year;
(f) "MEMBER" means an employee who is a participant in the plan;
(g) The masculine pronoun shall include the feminine;
(h) "SERVICE" means the exercise of an office, function or
occupa on w the employer;
(i) "PAST SERVICE" means service rendered with the employer prior
to the e ec ve date of the plan;
(j) "FUTURE SERVICE" means service rendered with the employer
on or a ter a effective date of the plan.
(k) "GOVERNMENT" means the Annuities Branch of the Department of
Labour the Government of Canada;
(1) "INSURANCE COMPANY" means such Insurance Company licensed
under the assurance Act of the Province of Ontario as may be
designated by the employer;
(m) "PLAN" means the group annuity plan hereinafter set out.
2. EFFECTIVE DATE
This plan will be effective as of *PRfffi-ast,- a952, (In*nI ^r ?, 19-11
ELIGIBILITY AND PARTICIPATION A
(a) Each present employee may elect to participate in the plan as
of its effective date provided that he has then fulfilled the
eligibility conditions, which are as follows:
(1) That he is a permanent employee.
(ii) That he has attained the age of 21.
(iii) That he has completed six months of continuous
service.
(iv) That he has not attained normal retirement age
(subject to the provisions of subsection (b)
of section 4)-
(b) That each present employee not eligible to participate on the
effective date of the plan may elect to participate on the
fulfilment of the eligibility conditions described in
subsection (a) of this section.
(c) Each present employee who does not elect to participate within
one year from the date on which he becomes eligible may elect
to participate at a later date, but he will not then be
eligible for any past service benefits to which he otherwise
would have been entitled.
SCHEDULE "A° TO BY-LAW NO. 2 1 1 1 PAGE 2
3. ELIGIBILITY AND PARTICIPATION - continued:
(d) All male future employees with the Police and Fire Departments
40 years of age and under, and all other future employees, will
be eligible to participate and must, as a condition of employment,
become members of the plan on the fulfilment of the eligibility
conditions described in subsection (a) of this section.
(e) An employee who leaves the service of the employer to become
a member of Her Majesty's forces prior to the effective date of
the plan or prior to becoming eligible and who returns to
service within six months from the date of his discharge from
military service will be eligible to participate in the plan
on the first day of the month following his return to service
and the fulfilment of the eligibility conditions described in
subsection (a) of this section.
(f) A member cannot withdraw from participation in the plan while he
is in the service of the employer and under retirement age, and a
former employee re-entering the service of the employer after
previous termination of service will be considered a new employee.
Ja . RETIREMENT DATE
(a) The normal retirement date of a member will be the first day of
the month immediately following the attainment of normal retire-
ment age which is as follows :
(i) Female_ Employees and Male Employees with the
Age on becomii2g a member Normal retirement age
Age 55 and under 60
56 61
62
59 64
60 and over 65
(ii) Male Employees except those with the Police and Fire Depts,
Age on becoming a member Normal retirement age
Age 60 and under 65
61 66
62 68
6 69
65 and over 70
(h) A member who is over normal retirement age on the effective
date of the plan will be retired at a date to be determined
by the employer and will receive from the actual date of
retirement the amount of annuity determined by his years of
past service as provided for in paragraph (1) of subsection (b)
of section 5 of this plan.
(c) A member may be retired at any age on the first day of any
month for reasons of sickness or disability which have been
established by medical evidence satisfactory to the employer
and the annuity thereupon payable will be on a reduced scale
such as the funds standing to his credit together with interest
thereon will then purchase.
5• RETIREMENT ANNUITY
(a) FUTURE SERVICE BENEFITS
Subject to the terms of the plan, each member will receive
from the date of his retirement, in respect of future service,
the annuity purchased by his own contributions and those made
on his behalf by the employer, together with interest thereon.
SCHEDULE "A" TO BY-LAW NO. 2 1 1 1
5. RETIREMENT ANNUITY - continued:
(b) PAST SERVICE BENEFITS
PAGE .
(i) Subject to the terms of the plan, each member will receive
commencing on his retirement date, in respect of past service, an
annuity equal to i pO for each c ompleted year of past
service which is not more than LP years before a male member's
normal retirement date or 35 years before a female member's
normal retirement date.
(ii)In calculating the number of years of past service of an
employee who has been or is absent on Military Service and who
subsequently becomes a member of the plan in accordance with
section 3 hereof, credit shall also be given for the period in
Military Service up to the effective date of the plan. Such
credit shall not exceed the limitation in respect to past service
as provided in paragraph (i) of this subsection.
(c) The annuity, which will be payable in monthly instalments for
life and guaranteed for five years in any event, will be purchased
from the Government up to the maximum obtainable from that
source on the life of each member and the excess over such maximum
from the Insurance Company.
(d) (i) At any time before retirement, a member may choose in place
of the annuity guaranteed for five years, one which will be
guaranteed for ten years or one which will be without any
guarantee or a last survivor annuity, ih which event the amount
of annuity will be actuarially adjusted.
(ii) A member may at any time before the annuity becomes payable
revoke an election of an optional type of annuity or substitute
another election for a previous election.
(e) (i) Provided that a member has not chosen the last survivor type
of annuity, he may elect that the terms of payment of the annuity
be altered to provide for an annuity, the amount of which would
increase during the interval between his retirement date and
age 70 and thereafter decrease by $40.00 a month.
(ii) If such an option is made and the annuity that would be
payable on and after the time agreed upon for its reduction
would be less than $10.00 a year, and the election is not
revoked before the date on which the annuity becomes payable,
the member will then receive, in lieu of the reducing annuity
described in paragraph (i) of this subsection, a temporary
annuity which will cease with his death or age 70, whichever
first occurs.
(iii) This election will not apply when a member retires or is
retired before the attainment of age 55-
(f) If, at the time of his retirement, the funds at the credit of
a member are not sufficient to purchase, pursuant to such options
as are available to him, an annuity on his life of $120.00 a year
commencing at his normal retirement date, the said member may
surrender his rights to receive an annuity in consideration of
a single payment being made to him of a sum not less than his
contributions together with such interest, if any, as may be
credited thereon.
(6 CONTRIBUTIONS
(a) FUTURE SERVICE
(i) Each member will contribute 5% of his earnings from the date
of his inclusion in the plan in respect of future service.
(ii) The employer will contribute on behalf of each member 5% of
the member's earnings from the date of his inclusion in the
plan in respect of future service.
SCHEDULE «A° TO BY-LAW NO. 2 1 1 1 PAGE
6. CONTRIBUTIONS - (a) Future Service - continued:
(iii) Each member who does not elect to pay in respect of
service rendered during the years in which he was not a
contributor, as provided in paragraph (ii) of subsection (b)
of this section, may pay an additional contribution in respect
of future service provided that it shall not exceed the
percentage of his remuneration, in relation to the number
of years of future service to his normal retirement date, as
indicated in the following table:
Number of Years from Date Maximum Percentage
of Entry into Plan of additional
until Normal Retirement date Contributions
36 - 4o 2
31 - 35
26 - 30 !}'
21 - 25 b%
20 and under 10%
(iv) The contributions of a member will be deducted from his
earnings by the employer and remitted to the Government or the
Insurance Company at the and of each quarterly period together
with employer contributions for the same period.
(b) PAST SERVICE
(i) The employer shall pay the cost of the past service benefits
provided for in paragraph (i) of subsection (b) of section 5
of this plan.
(ii) A member who does not elect to pay additional contributions
in respect of future service, as provided in paragraph (iii) of
subsection (a) of this section, may, if he so desires, elect to
pay contributions for his years of service in which he was not
a contributor. Such contributions may not exceed 5% of the
member's earnings with the employer prior to the date of his
inclusion in the plan. Such contributions may be made through
the employer at any time or from time to time Wa fore the member's
retirement date.
(c) If the contributions made by and on behalf of a member become
sufficient, before his retirement date, to purchase the maximum
annuity available to him from the Government, no further
contributions will be payable to the Government by the member
or by the employer on his behalf. Thereafter, contributions
will be remitted to the Insurance Company until the member
retires.
7• TERMINATION OF SERVICE
(a) If, for any reason other than death, the service of a member
is terminated prior to his normal retirement age, the total
of his own contributions together with the total contributions
made on his behalf by the employer, with interest thereon,
shall remain at his credit with the Government to provide him,
commencing at retirement date, with the annuity purchased
by the said contributions with interest thereon and he shall
receive a paid-up policy providing for such annuity.
(b) If, at the time of such termination of service, the funds at
the credit of a member are not sufficient to purchase, pursuant
to such options as are available to him, an annuity on his life
of $120.00 a year commencing at his normal retirement date, the
said member may surrender his rights to receive an annuity
in consideration of a single payment being made to him of a
sum not less than his own contributions together with such
interest, if any, as may be credited thereon.
8• TRANSFER OF FUNDS BY INSURANCE CO.
Where a member of :
(i) The civil service of Ontario or Canada,
SCHEDULE "tA" TO BY-LAW NO. 2 1 1 1 PAGE r'
8. TRANSFER OF FUNDS BY INSURANCE CO. - continued:
(ii) the civil service of any other municipality
or local board, or
(iii) the staff of any board, commission or public institution
established under any Act of Legislature,
on or after the first of March, 1948, has become or becomes an
employee of the municipality or local board and a sum of money
is transferred from any fund or plan maintained to provide super-
annuation benefits or pensions for the members of such civil
or civic service or staff, as the case may be, to the credit of the
employee, the council shall by by-law authorize the transfer into
and shall transfer into the pension plan heretofore or hereafter
established under this or any other general or special Act and
applicable to the employee such sum in the like manner as a payment
for past service.
9. DEATH BENEFITS
(a) BEFORE RETIREMENT
Should the death of a member occur before the first instalment
of his annuity becomes payable, whether or not he is in the
service of the employer at the date of his death, the total of
his own contributions and of the contributions made on his
behalf by the employer shall be paid, with interest, to his
beneficiary.
(b) AFTER RETIREMENT
Should the death of a member occur after the first instalment
of his annuity has become payable and before sixty (60) monthly
instalments have been paid, the annuity payments will be
continued to his beneficiary until the sixty (60) monthly
instalments have been paid. However, if a member has elected
an optional type of annuity, the death benefits, if any, will
be determined accordingly.
10. ABSENCES FROM WORK
Authorized absences from work shall not constitute termination of
employment for purposes of this plan, but will be governed as
follows:
(a) If the member receives pay, contributions will continue and
he will be entitled to all benefits as though he were actually
at work.
(b) If the member does not receive pay, contributions will cease
but any benefits previously purchased will not be affected.
Upon return to active service, contributions will be resumed.
11. LIMITATION OF ASSIGNMENT
(a) Retirement annuity and other benefits under the plan are not
assignable.
(b) A member may not borrow against the contributions at his
credit under the plan.
(c) A member may not withdraw the contributions at his credit
under the plan except as provided in subsection (f) of
section 5 and subsection (b) of section 7 of this plan.
12. RIGHT TO EMPLOYME NT BENEFITS
Participation in the plan will not give any member the right to be
retained in the service of the employer or any right or claim to
retirement benefits unless the right or claim to such benefits has
specifically accrued under the terms of this plan.
SCHEDULE "A" TO BY-LAW NO. 2 1 1 1 PAGE 6.
13, ADMINISTRATION
(a) The employer shall decide on all matters of any nature
whatsoever in connection with the administration,
interpretation or application of the plan subject to
Law and the contract entered into with the Government
and/or the Insurance company.
(b) It will be the obligation of the employer to pay over
to the Government and/or the Insurance Company the
contributions deducted from the remuneration of the
members together with the contributions required to
be made by the employer under the terms of the plan and
it will be the obligation of the Government and the
Insurance Company to pay benefits as set out in this
plan in accordance with the contributions received.
REGULATIONS UNDER THE PLAN
1. PRESENT EMPLOYEES' OPTION OF BECOMING MEMBERS OF THE PLAN
Any employee in service on the effective date of the plan who within
one year does not elect to participate from the date he becomes
eligible shall sign a waiver forfeiting any rights to past service
benefits should he elect to become a member at a later date.
2. EVIDENCE OF MEMBERSHIP
Each member will receive evidence that he has been included as a
member of the plan.
3. PROOF OF AGE
(a) At the time of joining the plan or as soon thereafter as
possible a member will furnish proof of the date of his
birth in the form of a birth or baptismal certificate.
This certificate will be returned to the member.
(b) If a birth or baptismal certificate cannot be obtained, the
member will furnish such other document in proof of his age
as may be acceptable to the Government or the Insurance
Company.
l{. BENEFICIARY
Each employee on becoming a member of the plan may, with the
concurrence of the Government and/or the Insurance company,
designate any person as his beneficiary to receive such sums
as may be payable on or after his death, reserving the right
to change the beneficiary from time to time with the assent of
the Government or the Insurance Company. If, on the death
of the member, there should be no living designated beneficiary
with respect to himself, such sums as would otherwise be payable
to the designated beneficiary will be payable to the legal
representative of the member.
S• TERMINATION OF SERVICE
A member shall be deemed to have finally terminated his services
when, in the opinion of the employer, he has terminated his
employment without reason to believe that he will be further
employed.
6. SUSPENSION OF SERVICE
A member shall be deemed to have suspended his service when he is
temporarily off duty without pay for any reason other than on
account of illness or accident, except as otherwise provided herein
or in the plan.
SCHEDULE "A" TO BYwLAW NO. 2 1 1 1
REGULATIONS UNDER THE PLAN - continued:
7•
SERVICE TO COUNT T
In computing a member's period of
share of retirement annuity, the
prevail:
Service to be included:
IS SHARE OF
PAGE 7
service tarards the employer's
following regulations shall
(a) All time worked with any or all departments of the
employer or all time worked and paid or contributed
to in whole or in part by the employer.
(b) All time lost on account of absences for reasons of
illness where a member is paid for such absence.
(c) All time lost on account of absences for reasons of
illness where a member isnbt paid for such absences
but is considered as being on sick leave.
(d) All time lost on account of season lay-offs where a
member is not paid for such absenoes but who qualified
as a permanent employee.
DISABILITY
8.
Disability, as set out in the plan, shall be interpreted to mean
that a member has furnished medical testimony, satisfactory to
the employer, that he is unable to continue further at his
employment.