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Renewal Report 2017

1 | P a g e

The Roman Catholic Diocese of Savannah

Table of Contents

I.

Plan Financial Review and Plan History

II.

July 1, 2017 Renewal Analysis

a.

Medical

b.

Dental

c.

Contribution Strategy

d.

Spousal Surcharge Analysis

e.

Bariatric Analysis

III.

2017 Request for Proposal – Marketing Summary

a.

Basic Life and LTD

b.

Medical and Dental

IV.

Wellbeing

V.

Executive Summary

a.

Recommendations

b.

Revised Renewal Analysis Including Recommendations

c.

CBIZ Compensation