247140 07/15/15 �ur_F�gy
CITY OF CARMEL, INDIANA VENDOR: 369307
z ONE CIVIC SQUARE AUL CHECK AMOUNT: $********52.62*
?4; CARMEL, INDIANA 46032 5391 RELIABLE PARKWAY CHECK NUMBER: 247140
Mei roN�°. CHICAGO IL 60686-0053 CHECK DATE: 07/15/15
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
1081 4120000 52.62 DEFERRED COMPENSATION
i
Carmel 9 Clay
Parks&Recreation CHECK REQUEST
PY"K/-r,-,D
Date: July 9,2015
JUL 0 9 2015
Check payable to:
Name: AUL
Address:
City,State,Zip
Mail check to payee _X Return check to requestor
Check Amount:$52.62 Date Required:ASAP
Purpose of Check: 457 Interest fort Hammons
Supporting documentation or invoice(s)MUST be attached.
To be paid from:
PO#(if applicable)
Budget account-GL# 1081-10 4120000
Budget Line Description Deferred Comp
Requested by(print): L n ussell i1
Requested by(signature/date):
r
Approved by(print): Aj'A j 40 IZ k OAO(V d-1
Approved by(signature/date) 5
Form recreated 3/10/15(Business Services)
Lynn Russell
From: Crystal Moles [Crystal.Moles@oneamerica.com] on behalf of Missy Murray
[Missy.M urray@OneAmerica.com]
Sent: Wednesday, July 08, 2015 2:07 PM
To: Lynn Russell
Subject: RE: fix for retirement contributions
Attachments: http_askebsa.dol.gov_VFCPCalculator_WebCalculator.pdf
Hi Lynn,
This is Crystal, I am filling in for Missy while she is out of the office. Based on the$900 that was remitted to her account
on 5/14/2015,the plan would owe an additional$52.62 in investment earnings in order to make her account whole.
I don't really have any documentation to send to her as the calculations are automated based on her investment
elections. I did go ahead and run this through the DOL calculator though which only returned $16.13 in investment
earnings.The plan cannot utilize the DOL calculator without going through a formal correction plan however it will at
least show:herthat the-overall market-rate,of-return was extremely low during the time period of her correction.
Please let me know if you have any questions.
Thanks!
Crystal Moles I Plan Manager, Premier Account Services I American United Life Insurance Company
P.0 Box 368 1 Indianapolis, IN 46206 1 1-800-261-9618, ext. 1222 1 Fax 317-285-1728 1 Crystal.Moles@oneamerica.com
OneAmerica° companies:AUL I AULRMS OneAmerica°Securities PML R.E. Moulton I State Life I McCready and
Keene
From: Lynn Russell [mailto:Irussell@carmelclayparks.com]
Sent:Wednesday,July 08, 2015 12:04 PM
To: Missy Murray
Subject: RE:fix for retirement contributions
Missy,
Can you please send me the profit loss for this ASAP? Jennifer would also like any documentation on this.
Lynn Russell
HR Director
irl lay
Aradcnf. TE AGENCY
Administration Office
1411 E. 116th Street
Carmel, IN 46032
P 317.573.4019
F 317.571.4136
LRussell@carmelclayparks.com
www.carmelciavparks.com
1
From: Missy Murray [mailto:Missy.Murray@OneAmerica.com]
Sent: Friday,June 19, 2015 12:28 PM
To: Lynn Russell
Subject: RE: fix for retirement contributions
Hi Lynn,
900 dollars was deposited in to Jennifer's account as of 5/14/2015. 1 am checking on the profit/loss calculation and will
get that to you ASAP.
Thanks!
Missy Murray
Missy Murray,QKA I Plan Manager,Client Management Services I American United Life Insurance Company
P.O Box 3681 Indianapolis,IN 46206 11-800-261-9618,ext. 1778 1 Fax 317-285-1728 1 Missy.Murray(a)-oneamerica.com
OneAmericaO companies:AUL I AULRMS I OneAmericaO Securities I PML I State Life I McCready and Keene
P PA 1\A1r-� .r,%v1 .1
Pert OtCn2FY3 rrtaitG�.n zS°44"Gi:KGil:kSb4C�.76lSA•E -
From: Lynn Russell [mailto:lrussell@carmelclayparks.com]
Sent: Friday,June 19, 2015 11:03 AM
To: Missy Murray
Subject: FW:fix for retirement contributions
Missy,
Can you let me know what has been deposited into Jennifer Hammon's account?
Lynn Russell
HR Director
r � Jay
I i�Recrea tion
AND
AtC EDI ED AGENCY
Administration Office
1411 E.116th Street
Carmel,IN 46032
P 317-.-573-.4019, -
F 317.571.4136
LRussell@carmelclayparks.com
www.carmelclayparks.com
From: Jennifer Hammons
Sent: Thursday, June 18, 2015 10:03 AM
To: Lynn Russell
Subject: fix for retirement contributions
Lynn,
Could you please provide me the paperwork of the fixes done to my account? I need something verifying the amounts
deposited and the dates of the deposits.
Thanks,
2
Jennifer Hammons
Site Supervisor
f mel
AND kCCREDITED AGEIRCY
West Clay Elementary School Extended School Enrichment
3495 W 126th Street
Carmel, IN 46032
P 317.698.4966
F 317.733.6501
JHammons@carmelclayparks.com
carmelclayparks.com
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ACCOUNTS PAYABLE VOUCHER
CITY OF CARMEL
An invoice of bill to be properly itemized must show; kind of service,where performed, dates service rendered, by
whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc.
Payee
Purchase Order No.
369307 AUL Terms
5391 Reliable Parkway
Chicago, IL 60686-0053
Invoice Invoice Description
Date Number (or note attached invoice(s)or bill(s)) PO# Amount
7/9/15 Ck Request 457 Interest for employee $ 52.62
Total $ 52.62
I hereby certify that the attached invoice(s),or bill(s)is(are)true and correct and I have audited same in accordance
with IC 5-11-10-1.6
20_
Clerk-Treasurer
Voucher No. Warrant No.
369307 AUL Allowed 20
5391 Reliable Parkway
Chicago, IL 60686-0053
In Sum of$
$ 52.62
ON ACCOUNT OF APPROPRIATION FOR
108 -ESE
PO#or INVOICE NO. ACCT#/TITLE AMOUNT Board Members
Dept#
1081-10 Ck Request 4120000 $ 52.62 1 hereby certify that the attached invoice(s), or
bill(s)is(are)true and correct and that the
materials or services itemized thereon for
which charge is made were ordered and
received except
July 9, 2015
Signature
$ 52.62 Accounts Payable Coordinator
Cost distribution ledger classification if Title
claim paid motor vehicle highway fund