Employee Benefit Plan Document Checklist

11.05 Employee Benefit Plan Document Checklist The following document checklist is designed to assist the reviewing attorney and others involved in the employee benefit due diligence effort to ensure that all relevant plans, programs, agreements and other material documents have been identified and reviewed in the context of a corporate finance or merger/acquisition transaction. Please keep in mind that no checklist, no matter how detailed, can ensure a perfect review. Accordingly, it is important that each reviewer use his or her best professional judgment in using this checklist, and be alert to the possibility that documents, agreements or plans may exist beyond those suggested below. *All current and terminated ERISA plans and amendments or modifications thereto *All current and terminated non-ERISA plans and amendments and modifications thereto *All current and terminated multi-employer plans and related data *All deferred compensation arrangements, procedures or policies *All employment contracts (or written summaries of any oral employment contracts), golden parachutes, silver parachutes, tin parachutes, etc. *All securities options, awards, warrants, etc. agreements or programs *List of current employees and plans in which they participate