HomeMy WebLinkAboutOrdinance_170_04/21/1970y`'
ORDINANCE N0. 17~
AN ORDINANCE OF THE VILLAGE OF TEQUESTA,
FLORIDA, AMENDING ORDINANCE N0. 152,
SETTING FORTH EMPLOYEE PENSION TRUST
AGREEMENT, AND ASSESSING AND IMPOSING
AN EXCISE TAX UPON ANY INSURER IN
ACCORDANCE WITH SECTION 185.08, STATUTES
OF FLORIDA.
WHEREAS, the Village of Tequesta has heretofore adopted
Ordinance No. 152 on the 20th day of March, A.D., 1969; and
WHEREAS, Section 185.08, Statutes of Florida, 1969, author-
izes an assessment and imposition of an excise tax upon any insurance
company or other insurer; and
WHEREAS, the Village of Tequesta has heretofore established
the Pension Trust known as the Village of Tequesta Employee Pension
Trust which trust became effective March 1, 1969, and a copy of
said trust agreement is attached to this Ordinance and incorpor-
ated herein as fully and completely set forth;
NOW, THEREFORE, BE IT ORDAINED BY THE VILLAGE COUNCIL OF THE
VILLAGE OF TEQUESTA, FLORIDA:
Section 1: That Ordinance No. 152 of the Village of Tequesta,
Florida be, and the same is hereby, amended to read as follows:
"Section 1. That an excise tax of one percent (1%) of the
gross amount of receipts of premiums from policyholders on
all premiums collected on casualty insurance policies
covering property within the corporate limits of the Village
of Tequesta be, and the same is hereby, assessed and imposed
on every insurance company, corporation or other insurer
now engaged in or carrying on, or who shall hereafter engage
in or carry on the business of casualty insurance as shown
by the records of the State Treasurer in his capacity of
State Insurance Commissioner.
.w .-.
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«Section 2. That such excise tax shall be levied and
shall be payable in accordance with the provisions of
Sections 185.08 and 185.09, Statutes of Florida, 1969,
and the moneys received thereunder shall be used to
provide additional pension benefits for municipal police
officers . rr
Section 2: That the Village Manager be, and he is hereby,
authorized and directed to deposit a certified copy of this
ordinance with both the Comptroller and the Treasurer of the
State of Florida.
PASSED AND ADOPTED ON `~~~~-~' READING, this z/~ % day
o f f-~~~~--~ ~--- A. D., 19 7 0.
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A PROVED : > ~ ~ ~
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EMPLOYEE
PENSION TRUST AGREEMENT
THIS AGREEMENT between VILLAGE OF TEQUESTA, FLORIDA,
a municipal corporation organized and existing under the laws of
the State of Florida, with its principal place of business at
Tequesta, State of Florida, and ATLANTIC NATIONAL BANK OF WEST
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PALM BEACH, a national banking corporation organized and existing
under. the laws of the United States of America, with its principal
place of business at West Palm Beach, State of Florida.
WITNESSETH THAT:
WHEREAS, the Employer desires to create a ~~ension trust
for the exclusive benefit of its Employees who qualify under the
terms and conditions hereof, providing financial benefits for such
Employees upon retirement and for their dependents and beneficiaries
in the event of death.
NOW, THEREFORE, the parties hereto mutually agree as
follows:
ARTICLE I. DEFINITIONS
The following words and phrases as used in t:.is Agreement
shall have the meaning set forth below:
1.01. Employer: Village of Tequ esta, Florida.
1.02. Trustee: Atlantic National Bar:,c of West Palm
Beach.
1.03. Employee: A person currently employed ay the
Employer for more than twenty hours per week and more than five
months pew year.
1.04. Trust: The pension trust create~:'.:cre;~y shall
be known as the VILLAGE OF TEQUESTA EMPLOYEE PENSION TRUST.
1.05. Effective Date: March 1, 1969.
1.06. Anniversary Date: March 1 of eaci. vear su~sc:,uont
to the Effective Date.
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1.07. Participant: An Employee who is eligible
under the provisions of Section 2.01, who fulfills the require-
ments of Section 2.02, and who remains in compliance with all
such requirements except Section 2.01 (c), Eligibility to Partici-
pate.
1.08. Ben eficiary: A person designated in accordance
with this Agreement to receive benefits upon the death of a
Participant or eligible Employee as provided in Article VII,
Section 7.01.
1.09. Continuous Service: Uninterrupted service with
the Employer as an Employee. Continuous Service shall not be
deemed interrupted by a leave of absence granted by the Employer
for a period of one year or less. Leaves of absence shall be
granted under uniform rules. Continuous Service shall not be
deemed interrupted by periods of time during which the Employee
is•in the active service of the Armed Forces of the United States,
provided the Employee ret urns to his employment with the Employer
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under such circumstances as would give him reemployment rights
under applicable federal or state law. In any other situation
in which an Employee terminates his employment and is rehired,
he shall be considered a new Employee as of the date of such re-
hiring.
1.10. Monthly Pay: An Employee's monthly compensation
as shown on Employee's W-2 Form.
l.ll. Normal Retirement Date: The Anniversary Date
nearest the date on which the Participant attains age u5 or
the Anniversary Date ten years subsequent to the Participai:t's
entry into the plan, whichever period of participation is
longer.
1.12 . Insurer : The Gulf Life Insurance Co:;;pa::v or
any other legal reserve life insurance company that :nab- ss.:~,
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a policy under the provisions of this Agreement.
1.13. Policy: Any contract or contracts issued by
the insurer for the purpose of this plan.
1.14. Cash Surrender Value: The maximum cash con-
sideration which the Insurer will allow for surre nder of a
Policy.
1.15. Auxiliary Fund Account: Funds accumulated from
the Auxiliary Fund Annual Deposit set forth in Article IX,
Section 4.04.
1.16. General Fund: All amounts received by Trustee
from any source, other than contributions to the Auxiliary Fund
Account referred to in Article IX, which are not currently needed
for the payment of basic premiums.
ARTICLE II. ELIGIBILITY TO PARTICIPATE
2.01. Eligibility to participate hereunder is limited
to those Employees who, on the Effective Date or on any Anniversary
Date, are actively employed and have
(a) completed two years of Continuous Service
for all Employees other than those Employees employees as
Policemen or Firemen; Employees employed as Policemen or Firemen
shall be eligible upon completion of one year of Continuous
Service;
(b) attained age 25 years of age; and
(c) not attained age 55 years of age, or attained
the age of 50 years of age if the Employee is employed as a
Policeman or Fireman (for new participants only),
except that no Employee for whom the Employer makes cotributions
to another qualified pension plan not administered unccr the Social
~,
Security Act or any like Act shall be eligible to participate.
Ar: actively employe d, Employee shall be one who is not on active
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military duty o r on leave of absence.
2.02. Within fifteen days after the execution of this
Agreement, the Trustee shall notify each eligible Employee and
give him an opportunity to become a Participant. At least fifteen
days but not more than forty-five days before each Anniversary
Date, the Trustee shall notify each Employee eligible to become
a Participant for the first time and give him an opportunity to
become a Participant.
2.03. Each eligible Employee who desires to become a
Participant shall, within thirty days after receiving notice of
such eligibility: (1) execute the .required application for a
Policy on a form provided for that purpose; (2) submit such evi-
Bence of insurability as may be required by the Insurer.
2.04. In the event an Employee fails or refuses to
participate on the date he first becomes eligible, he may partici-
pate on any subsequent Anniversary Date upon fulfilling the
requirement set forth above. If a Participant voluntarily ter-
minates participation while remaining an Employee, he shall be
barred from reparticipation.
ARTICLE III. POLICIES TO BE PURL RASED
3.01. The Trustee shall acquire a Policy on the life
of each Employee who has applied for participation pursuant to
Article II, Section 2.03. Thereafter the Trustee shall acquire
additional policies as required by Article V, Section 5.02;
rowever, the Trustee shall not be liable for any delay in obtainir.~;
any such policy. Each policy shall have a date of issue ~~~i:ich
corresponds to the Effective Date or an Anniversary D,te.
3.02. Each policy acquired by the Trustees on t:;`, life
of a Participant shall require level premiums to be pain duriti~;
the. entire years of service of the Participant between the date
of the policy and the Participant's Normal Reti~ctaent D~,~.e.
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3.03. So long as the Participant is insurable at a
standard or a sub-standard rate, each Policy purchased on his life
shall provide a death benefit prior to his Normal Retirement Date
of 100 times the portion of his monthly retirement income provided
by such Policy or the Cash Surrender Value of such Policy, if
greater. If the Participant is uninsurable or shall become
uninsurable, the policies purchased thereafter shall pr ovide at
his Normal Retirement Date the monthly retirement income to which
h e is entitled pursuant to Articles IV and V, which is not other-
wise provided by the Policies issued while he was insurable: The
death benefit provided by these Policies shall be an amount
equal to the total premiums paid on such Policies or the Cash
Surrender Value, if greater.
3.04. The Trustee shall, upon the retirement of a
Participant, purchase additional retirement income which, wren
combined with the previously purchased insurance upon the life of
the Participant, equal the monthly lifetime income payable to the
Participant under the terms of this plan. Such premiums shall
be paid from the Auxiliary Fund Account created by Article IX,
Section 9.04.
3.05. Each Policy shall contain a provision, in sub-
stance, that to the extent permitted by law, none of the benefits
of the Policy shall be subject to any legal process by any creditor
of the Participant or of any Beneficiary and furthermore that
:leithe•r the Participant nor any Beneficiary shall have any right
to alienate, encumber, or assign any of the benefits of the said
Policy.
3.06. If the Trustee shall be unable to purci;a5e ti;e
types of Policies described above by reason of discontinua;zcc
or rnaterial modification of such Policies by tho InSllr~l", t.~~n t:.e
Trustee may purchase such form of Policies as t~1~ '~rust~e, i;:
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its discretion, shall conclude to be the most similar to the
Policies described above.
3.07. All dividends that may become due on any Policy,
except for postmortem-dividends, shall be applied in reduction
of.the Employer's contributions to this trust in the current or
next succeeding year.
3.08. The Trustee shall be the life owner of all
policies but shall exercise such ownership rights only in accord-
ance with the terms of this Agreement.
3.09. On request of a Participant, the Trustee shall
direct the Insurer to designate a Beneficiary of any death benefits
and the method of payment of such benefits to the Beneficiary so
named.
ARTICLE IV. AMOUNT OF RETIREMENT INCOME
4.01. Subject to the limitations of this Article and
Article V, the amount of monthly retirement income to which a
Participant shall be entitled shall be one and two-tenths per
cent (1.2/) of the Participant's monthly pay for each full year
of service to the Employer, provided that the amount for monthly
net income shall not be less than $30.00.
4.02. In the event a Participant terminates participa-
lion in this plan under circumstances which entitle him to benefits
hereunder and subsequent to such termination becomes reeligible
nor participation, the retirement benefits which he shall be entitled
to receive because of that subseq uent participation shall be
reduced by the actuarial equivalent of the benefits he is entitled
to oy reason of prior termination.
4.03. If a Participant is on an authorized lcavo of
absence or on active military duty, the benefits wilic:~ 1~ shall
:`,e entitled to hereunder shall be based upon the .lon~::ly Pa~~ of
that Participant on the Anniversary Date prLCed111~ t;/i_` ~~'.~iI=C S~iC:1
Dave of absence or active service conunenccd. li, ilow~~-~~r, ~:1C
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Participant fails to return to the employ of the Employer within
a reasonable time upon cessation of the leave of absence or release
from active service, benefits shall be determined as though
termination of employment occurred as of the date of commencement
of the leave of absence or active service.
4..04. The Policy purchased for a late Participant at
the time he first becomes a Participant shall provide benefits
calculated in accordance with Section 4.01 on the basis of the
Monthly Pay he is receiving at the time he becomes a Participant,
reduced by the proportion that the number of years from the date
he first became eligible to participate to the date he became a
Participant bears to the number of years from the date he first
became eligible t o participate to his Normal Retirement Date.
ARTICLE V. AD~UST1"IENT OF RETIREMENT
INCOME UPON CHANGE IN PAY
5.01. On each Anniversary of this Agreement the for.,~ala
set forth in Article IV shall be applied to any change in the
amount of Monthly Pay of each Participant since the last date on
which a Policy was purchased for the Participant, and if the
resultant increase or decrease in the Participant's monthly
retirement income is equal to at least ten dollars, then the
Participant's monthly retirement income shall be increased or
decreased, as the case may be, by the amount so determined; pro-
vided, that:
(a) If any such adjustment reduces a Participant's
monthly retirement income belov,~ the limitations set forth in
Article IV, his monthly retirement income shall be t:.e a;;ount
stated in such limitation;
(b) No adjustment shall be made in monthly
retirement income as a result of any changes in the Participant's
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Montiziy Pay made after the Anniversary Date occurring five years
prior to his Normal Retirement Date;
(c) On the Anniversary Date occurring five years
prior to a Participant's Normal Retirement Date, the ten dollars
limitation shall be waived to make effective any increase or
decrease of at least five dollars per month to which the Participant
would have been entitled but for said ten dollars limitation.
5.02. In the event of an increase in monthly retirement
income resulting from an application of the formula, the Trustee
shall purchase an additional Policy or Policies in accordance
with Article III.
5.03. In the event of a decrease in a Participant's
monthly retirement income resulting from an application of the
provisions of Section 5.01, the Trustee shall continue that
portion of the Policy o r Policies in the life of the Participant
that will meet the requirements of Articles IV and V. The
balance of the Policies shall be surrendered and the sum so
realized applied by the Trustees to reduce the Employer's contribu-
tion to this Trust in the current or next succeeding year. If
such Participant's pay shall subsequently be increased, any
resultant increase in his monthly retirement income resulting
from an application of the formula shall be funded as provided
by Section 5.02.
ARTICLE VI. BENEFITS UPON RETIREiti7ENT
6.01. It is contemplated that a Participant will retire
0 on his Normal Retirement Date and if the Participant actually
retires on this date he shall receive his retirement benefits,
in accordance with the Trustee's election, in one sum or under
any settlement option described in the Participant's Policies or
allowed by the Insurer, except the interest option. ~io~~~ev~r,
ro settlement option may be elected under this or an~~- s ;b~~,cucnt
paragraph that guarantees payments for a fixed period to ~x.~nd
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beyond five years.
6.02. A Participant may remain in the active service
of the Employer after his normal Retirement Date with the year
to year consent of the Employer. In the event of such retention
in service, contributions will cease for such Participant and
the payment of his retirement benefits shall be deferred until
such time as the Participant actually retires.
In no event, however, shall payment of a Partici-
pant's retirement benefits be deferred beyond ten years subsequent
to Normal Retirement Date. The net cash value of his Policies
at IvTormal Retirement Date shall be retained by the Insurer and
interest accumulated thereon at such rate as shall, from time
to time, be determined by the Insurer. At actual retirement or
at tre end of this ten year period, whichever is earlier, the amount
retained, together with accumulated interest shall be paid, in
accordance with the elction of the Trustee, in one sum or uncle r
any settlement option as authorized by Section 6.Oi. At the deat:~;
of the Participant prior to actual retirement, any amount held
hereunder, with accumulated interest thereon, shall be paid to
the Beneficiary.
6.03. A Participant who is within ten years of normal
retirement may retire at such reduced retirement benefit as the
Cash Surrender Value of the Policies on his life will provide,
payable, in accordance with the election of the Trustee, in one
sum or under any settlement option as authorized by Section 6.01.
0 6.04. If a Participant becomes totally and permanently
disabled prior to his Normal Retirement Date, he shall be retiree:
o~:~ the date such disability commenced, as deter;lli;.~d by ti:e
Trustee. Total and permanent disability shall be defined u;.d`r
t:.e Social Security Act, and, while the Trustee shall act upon
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competent medical advice, any adjudication as to total and permanent
disability under the Social Security Act shall be controlling.
The Trustee shall transfer the Policies on the life of a totally
and permanently disabled Participant to the Participant free from
the terms of this Trust.
ARTICLE VII. BENEFITS UPON DEATH
7.01. In ,the event of the death of a Participant
prior to termination or retirement, the benefits provided by the.
Policies on his life, together with any postmortem dividends,
shall be payable to the Beneficiary desi grated in each Policy.
If an Employee who has not declined to participate dies within
the thirty day period provided for by Section 2.03 and before a
Policy on his life to which he would have been entitled becoires
effective, the death benefit payable to the Beneficiary shall be
an amount equal to the initial annual premium that would have been
required on such Policy, if the Policy had been in the form pro-
vided hereunder for uninsurable Employees.
AR^1ICLE VIII. BENEFITS UPON
TERMINATION OF EMPLOYMENT
8.01. In the event a Participant's employment is
terminated for any cause other than death, disability or retire-
ment, as herein provided, the Policies on the Participant's life
and Participant's proportionate share of the Auxiliary Fund,
shall be disposed of as follows:
(a) If such Policies have no Cash Surrender Value,
t'r.er. such Policies shall be turned over to the Participant.
(b) If such Policies or shares of the Auxiliary
Fund have a Cash Value, the Cash Value shall vest in th~~ Parti-
cipant to the extent hereinafter indicated:
If the Participant has not attained a~.~. 55,
ar.c~ his participation in this trust has been:
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(1) less than ten years - nothing;
(2) ten years or more - full amoun t.
8.02. The portion of the Cash Surrender Value and
Auxiliary Fund to which a Participant is entitled shall either
be turned over to him in cash by the Trustee, or, if it so elects,
by having the Policy or Policies re-issued so that a Policy
having the appropriate amount of Cash Surrender Value may be turned
over to the Participant. The Policy or Policies and share of
Auxiliary Fund to which the Participant is not entitled shall be
surrendered for the Cash Surrender Value unless the Employee,
within thirty days after termination of employment, purchases
such part from the Trustee for its said Cash Surrender Value. The.
funds thus received shall be applied by the Trustees upon the
next payment of premiums hereunder to reduce the Employer's
contributions. If the Participant dies after termination of
employment and before the Trustee has received the part of the
Cash Surrender Value to which the Trustee shall be entitled, t::e
Trustee shall be entitled to recover an amount equal to that
which the Trustee would have received had the Policies been
surrendered for their Cash Surrender Value immediately before the
Participant's death; and the rights of all beneficiaries designated
in the Policies shall be subject and subordinate to the said rights
of the Trustee. This amount shall be applied by the Trustee
upon the next payment of premiums hereunder to reduce the Employer's
contributions.
In the event a Participant, while in the employ
o~ the Employer, ceases to be an Employee as defined in Section
1.03, or participates in another qualified pension plan to whici:
t'r~e Employer makes contributions on his behalf and which is ;.ot
adrninistered under the Social Security Act or any like Act, his
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rights hereunder shall be limited solely to his vested interest
in the Policies on his life at the time of such cessation, or
participation. His vested interest shall be computed under
Section 8.01, and such Policies or portion thereof shall be placed
on the paid-up option. Upon death, disability, termination of
employment, or attainment of Normal Retirement Date, such Policies
and proportionate share of Auxiliary Fund shall be distributed
to him or his Beneficiary in accordance with the provisions of
this Agreement. The non-vested Policies shall be surrendered
for their Cash Surrender Value and the funds thus received shall
be applied by the Trustee upon the next payment of premiums
hereunder to reduce the Employ er's contributions.
ARTICLE IX. CONTRIBUTIONS AND PAYMEDIT
OF PREMIUMS
9.01. The Employer will pay to the Trustee funds
sufficient to pay Policy premiums and to provide benefits unde r
this Agreement.
9.02. The Trustee shall be under no obligation to
pay any premiums on any Policy or pay benefits under this Trust
unless sufficient funds are received by it from the Employer or
the Insurer.
9.03. If the funds of the Trust are insufficient to pay
the premiums on all Policies, the Trustee may obtain proportion-
ate loans on said Policies. Any repayment of such loans by the
Trustee shall be on a pro rata basis.
9.04.' T1~ Employer will pay to the Trustee, in addition
to the funds set forth in Section 9.01, an amount detern;ined
by the Trustee, on each anniversary date, necessary to fund the
Auxiliary Fund. In determining the amount herein rcquir~d to
be paid, the Trustee may accept the actuarial computation of the
Insurer, or the Trustee may make such computations assumin.~ suci:
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interest rate and such discounts for probable mortality, which
will be acceptable to the Commissioner of Internal Revenue.
ARTICLE X. INSOLVENCY OR MERGER OF EMPLOYER
10.01. In the event the Employer shall, at any time,
be judicially declared insolvent, or in the event of its dis-
solution, merger or consolidation without any provision being
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made for the continuation o f this plan, the plan created here-
under shall terminate.
ARTICLE XI. TERMINATION BY EMPLOYER
11.01. While it is the intention of the Employer that
this plan shall be permanent, the Employer reserves the right to
terminate it. Any such termination shall become effective upon
receipt by the Trustee of a written instrument of termination
signed by the Employer. Thereupon, each Participant shall be
vested with all rights, title and interest in and to each Policy
on his life.
11.02. Any other funds or assets of the Trust shall
be vesteu in such Participants as have not commenced to receive
monthly retirement income payments in the same proportion as the
total contributions of the Employer to the premiums theretofore
paid on each Policy then in force on the life of each such Partici-
pant and then subject to this Trust bears to the total premiums
theretofore paid by the Trustee on all such Policies.
11.03. In the event of the discontinuance of Employer
contributions, not a mere suspension thereof, under the plan,
each Participant's right to receive the benefits attributable to
tre Employer contributions, made prior to the date of discontinuance
thereof, s:~all immediately vest in the same manner as if the plan
were thereupon terminated.
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ARTICLE XII. PAYMENT OF BENEFITS
UNDER CERTAIN CONDITIONS
12.01. During the first ten years after the establish-
ment of this Trust, or during the first ten years subsequent to
an amendment that revises substantially the benefit or contribution
schedule, the benefits provided by the Employer's contributions
for each of the twenty-five highest paid employees of the Employer
shall be subject to the conditions set forth in Section 12.03
hereof.
12.02. For the purpose of these conditions:
(a) The twenty-five highest paid Employees
of the Employer include those who are employees at the time this
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Trust was established and who initially or subsequently became
Participants and whose annual retirement benefit purchased by
contributions of the Employer is at a rate in excess of $1,500
per year.
(b} Unrestricted benefits at any time means
benefits of the form called for by the plan, including any with-
drawal values available to a living Employee and any death or
survivor's benefits payable on behalf of the Employee who dies
after retirement, which have been provided by Employer contributions
not exceeding the larger of the following amounts: (l) $20,000,
or (2) an amount equal to twenty per cent (20%) of the first
$50,000 of the Employee's average regular annual compensation
multiplied by the number of years since establishment of this
Trust or the number of years that the full current costs are ,n1et,
whichever is less.
(c) Supplemental retirement income payments
mean any current payments to an Employee up to the full retire-
ment income benefits provided under the plan.
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12.03. The funds o r benefits which an Employee meeting
the definition of Section 12.02 may receive from the Employer's
contributions (including any unrestricted benefits but exclusive
of any supplemental retirement income payments he has already
received up to that time) shall not exceed his unrestricted
benefits if:
(a) the plan is terminated within ten years
after its establishment or after an amendment that revises sub-
stantially its benefits or contributions;
(b) the benefits of an Employee described in
Section 12.02 become payable wi thin ten years after the establish-
ment of this plan or an amendment that revises substantially its.
benefits or contributions;
(c) the benefits of an Employee described in
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Section 12.02 become payable after the plan has been in effect
for ten years or subsequent to ten years after an amendment
revising substantially its benefits or contributions, and the
full current costs have not been met during this period.
The restrictions applicable to (b) and (c) above
shall continue to apply until the full current costs are funded
for the first time, and, in the case of (b), the applicable ten
year period has expired.
12.04. These conditions shall not restrict the full
payment of any insurance, death, or survivor's benefits on
behalf of an Employee who dies while a Participant in this plan
or while receiving retirement benefits hereunder.
12.05. The foregoing conditions do not restrict the
current payment of full retirement benefits called for by the
plan for any retired Employee while the plan is in full effect
and its full current costs have been met.
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ARTICLE XIII. TRUSTEE
13.01. The Employer has, prior to the execution of
this Agreement, appointed the Trustee named herein.
13.02. The Trustee may resign by written instrument
addressed to the Employer. The Employer may remove the Trustee
by a written instrument addressed to the Trustee thirty days
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prior to the Anniversary Date and appoint a successor Trustee.
13.03. The Trustee shall keep accurate records and books
of account; shall pay no interest on funds which may come into
their hands; shall receive from the Employer such reasonable
compensation, if any, as may be agreed to by the Employer; shall
be reimbursed by the Employer for all necessary expenses incurred;
shall not be required to institute any legal action until first
indemnified to their satisfaction for all expenses thereof; and
may employ counsel and act in reliance upon the opinion of counsel.
A Trustee shall be liable only for his own willful misconduct.
13.04. The decision of the Trustee shall be final and
binding as to all matters concerning which it may act. The Trustee
may deposit or invest any funds in the General Fund or the Auxiliary
Fund in its possession, as it in its sole discretion may elect,
and enter into any agreement in regard to such deposit or invest-
ment, without regard as to whether such investments are legal or
not under applicable law.
13.05. The Employer shall furnish to the Trustee such
information required or desirable for the purpose of enabling t:Ze
Trustee to carry out this Agreement, and the Trustee may rely
upon such information as being correct.
13.06. The Trustee shall not be required to give any
bond or security other than required by law.
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ARTICLE XIV. INSURANCE COMPANIES
ASSUME NO TRUST RESPONSIBILITY
14.01. No Insurer shall be required to take cognizance
of .the provisions of this Trust or to question the authority
of the Trustee to do any act with respect to any Policies here-
under, the responsibility of the Insurer being limited to the.
terms of any Policies it may issue. Any Insurer may conclusively
assume, and shall not be affected by any notice to the contrary,
that the Trustee, including any successors in trust, has full
power and authority to take or` to propose to take any act with
respect to any Policies issued hereunder, and in particular to
receive and give receipt for any money coming due and payable
to said Trustee under any of said Policies.
ARTICLE XV. ENTIRE AGREEMENT
15.01. No Employee of the Employer nor anyone else
shall have any rights whatsoever against the Employer or the
Trustee as a result of this Agreement except those expressly granted
to them hereunder. Nothing he~sein shall be construed to give any
Participant the right to remain an Employee of the Employer.
ARTICLE XVI. AGREEMENT FOR EXCLUSIVE
BENEFIT OF PARTICIPANTS AND TI~IR
BENEFICIARIES
16.01. Prior to the satisfaction of ali liabilities
with respect to Participants and their Beneficiaries, no part
of the corpus or income shall revert to the Employer or be used
for or diverted to purposes other than for the exclusive benefit
of the Participants or their Beneficiaries. This Article cannot
be altered or amended.
ARTICLE XVII. AMENDMENTS
17.01. Except as provided in Article XVI, this Agre~-
ment may be amended by a written amendment signed by the Employer
and by the Trustee.
- 17 -
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IN WITNESS WHEREOF, the parties hereto have caused
this instrument to be signed by their duly authorized officers
and their corporate seals to be hereunto affixed on this
day of A.D., 1969.
Signed, sealed and delivered
in the presence of:
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As to Employer
VILLAGE OF TEQUESTA, FLORIDA
By - ~` . ~~j
~ /,- ~`
"_
(Corporate Seal)
EMPLOYE R
ATLANTIC NATIONAL BANK OF WEST
PALM BEACH
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As to Trustee
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By ~ ' ~ - ~ ~~ ~ ~~
'v
(Corporate Seal)
TRUSTEE
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