76 / 150
PAGE 75
Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Claims data
Carrier
Rates and contribution strategy
Client
Vision Benefits
Plan document/SPDs
Carrier
Claims data
Carrier
Rates and contribution strategy
Client
Group Life, Ad&D And Disability
Insurance contract/ employee certificates
Carrier
Unit rates and estimated volume premium / premium
invoice
Carrier
Supplemental coverage (Contract and Rates)
Carrier
Executive policies
Carrier
Renewal history
Carrier
Claims history
Carrier
Contributory disability? (gross-up/2004-55)
Client
All Voluntary Benefits
Identify all voluntary plans (Hospital, Disability, Accident,
Critical Illness, Cancer, etc.)
Client
Plan document(s)
Carrier
Premium invoice(s)
Carrier
Employee contribution rates
Client
Renewal history
Carrier
Claims history
Carrier
Employee Assistance Plan
Plan document/SPDs
Carrier
Premiums/rates
Carrier
Face-to-face sessions
Carrier
Availability (all employees vs health plan participants, etc.)
Carrier
Section 125
Plan year
Carrier
Plan document
Carrier
Fee structure (including debit cards)
Carrier
Participation in each account
Carrier
Discrimination testing
Client
Health Savings Account
Payroll deduction agreement/ fees
Client
Cobra Administration
COBRA agreement
Client
COBRA administration services and fees
Client