To support employees’ healthy lifestyles, Universal Music Group offers a Wellbeing Allowance Benefit. This benefit provides employees and their dependents with a reimbursement of wellness expenses up to an annual limit of $720.*

*Per IRS regulations, the amount reimbursed must be reported as taxable income and is subject to FICA, Medicare, federal, state and local taxes.

Eligible Expenses

Eligible claims under the policy include but are not limited to bicycles and helmets, fitness equipment and classes, gym memberships, travel, camping equipment, health spa treatments, vitamins, and more. View the list of eligible expenses at this link.

Universal Music Group will determine, in its sole discretion, whether the expense is eligible. If you have questions about eligible expenses, create a PeopleConnect ticket.

This allowance is use it or lose it so if you do not use the entire balance before year-end, it does not carry over to the new year.

Ineligible Expenses

• Expenses incurred before an employee’s employment with UMG are not eligible
• Health claims and supplies provided through insurance

How to Submit Claims

Submit your claim:

• Online when logged into your WageWorks account
  • Instructions at this link
  • If you haven’t created a WageWorks account, view instructions at this link
• Using the EZ Receipts app
• Mail in a paper claim form

Claims will be reviewed for approval by WageWorks. If you experience any issues, please use the chat feature when logged into WageWorks for support or call WageWorks at 866.346.5800. If you believe a denied claim should be approved, create a PeopleConnect ticket to request a review.

Required Documentation

Membership agreement must be in the employee or their dependent’s name.

Receipts/payment statements or membership agreements from vendor must provide employee name, vendor name, date, description of purchase, and amount paid.

Employees on a monthly billing plan should provide a copy of the membership agreement for our records, and then submit monthly claims.

If documentation does not provide complete details, you may be asked to provide additional proof of payment (i.e. cashed check, bank or credit card statement) with employee name on it.

When Will I Be Reimbursed?

Reimbursements are processed monthly and will be included in your last paycheck of the following month. For example: if your expense is approved on February 21, it will be included in your March 31 paycheck.

Claims must be submitted no later than January 31 of the following year to be eligible for reimbursement. For example, 2025 claims need to be submitted no later than January 31, 2026. No previous year expenses are accepted after this deadline.

If you have an approved claim before you terminate from UMG, you will receive the reimbursement in the paycheck that you would have normally received it in.

For example, you submit a claim on 6/30/25 and WageWorks approves the claim on 7/5/25—that claim would be reimbursed in your 7/31/25 paycheck. If you terminate on 7/31/24, you will still receive the reimbursement for the approved amount in your 7/31/25 paycheck.

If your claim is not approved before you terminate from UMG, you will not receive that reimbursement.

The Company shall have the right, in its sole and absolute discretion, to terminate, amend or modify the Policy, in whole or part, at any time and for any reason. This policy does not guarantee employment or future benefit. UMG has the right to request additional documentation or deny reimbursement request.

Resources

• Wellbeing Reimbursement Expenses
• How to Submit Wellness Reimbursements on WageWorks
• WageWorks EZReceipts Mobile Phone Info
• WageWorks Registration Process
• Reimbursement Claim Form
• How-to use EZ Receipts