Keeping Track of Group Plan Information

Sometimes the amount of information that a plan administrator is responsible to keep track of is overwhelming. Just like your personal benefits information, there can be multiple carriers, groups numbers, policy details, and contact information, all of which are essential to organize so that your group's plans can operate properly.

In order to help simplify this process for you, we have created a worksheet where you can input all pertinent information including:

• carrier
• group number
• waiting period for new hires
• eligibility hours
• open enrollment date
• termination cutoff
• enrollment/billing contact information
• employee customer service number
• administrative website
• technical support number
• other notes that you need on your account (such as website passwords, etc).

If you would like this worksheet, you can download it here:
   
Important Group Information - pdf


Important Group Information - word