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CONF I DENT I A L │ PAGE 28
Joplin Schools RFQ – Group Benefit Broker/Consultants
FEES/COMMISSIONS
1. The District requires an all-inclusive cost structure, with the proposing broker’s plan on compensation
for insurance placement and benefit consulting to be outlined in detail, along with any additional fees, if
any for “non-included” services.
Typical client engagements are comprehensive in nature and all health and welfare-consulting services are included
in one fee. The following table represents a general list of services included in our fee and those services, which may
require additional fees.
Service
Fee Status
Client Onboarding
Included
Initial Review
Included
Statement of Opportunities and Risks
Included
Strategic Plan
Included
Implementation Support
Included
Health and Welfare Scope of Support Services*
Included
Compliance Checklist
Included
Wellbeing Consulting
Included
Onsite Clinic Resources
May require additional fees
Online Enrollment/Administration System
May require additional fees
Employee Communication Materials/Custom Benefits Website
Included
Actuarial Services
Included
Pharmacy Review
Included
NavMD
Included
Form 720 Preparation
Fee proposal available upon request
CBIZ ACA Checkpoint (ACA Reporting)
Fee proposal available upon request
CBIZ COBRA Administration
Fee proposal available upon request
CBIZ Section 125 Administration
Fee proposal available upon request
Travel
Included
*Please see Exhibit A and E for more information regarding the scope of services and sample deliverables.
It is important to note that clients are not required to utilize CBIZ third-party services such as those listed
above (e.g. COBRA administration) and each will be evaluated independently and compared to other
market options.