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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Completed
Provided
By Carrier/
Vendor
Provided By Client
General
Complete list of benefit administrators, carriers, clinic
vendors, etc.
Client
Complete list of services/lines of coverage for each carrier
Client
Policy numbers for each line of coverage
Client
Renewal dates for each line of coverage
Client
Copies of Employee communication materials (new hire,
open enrollment, etc.)
Client
Wrap document
Client
Target dates for renewal, decisions, open enrollment, etc.
Client
Corporate Structure (subsidiaries, holding companies, etc.)
Client
Medical Benefits
Contracts/pan documents/SPDs
Carrier
Claims data and utilization reports (most recent 2 years)
Carrier
Financial reporting (most recent 2 years)
Client
Rates (premium equivalents) and contribution strategy
Client
Past 2 years renewal projection information (Milliman
reports)
Carrier
Client
Recent billing statement
Carrier
105(h) non-discrimination testing
Client
Wellbeing*
Copies of employee communication materials
Client
Physical: Health risk assessment and biometric data
reports (most recent 2 years)
Carrier
Purpose/Career: Any career development/training
resources
Client
Community: Corporate of local opportunities for employee
community involvement; foundations, etc.
Client
Financial: 401(k)/pension overview (may be in handbook)
Client
Social: Web connectivity for employees; group activites;
local social events
Client
Wellness committee makeup (meeting recurrence, list of
participants, etc.)
Client
Aca Strategy
Administrative documentation, internal policies, procedures,
etc.
Client
Employee communications
Client
Prior analysis used for decision making
Client
ACA reporting
Client
Dental Benefits
Plan document/SPDs
Carrier