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Renewal Report 2017

1 | P a g e

Table of Contents

I.

Executive Summary

II.

Renewal Detail

a. Medical – Blue Cross Blue Shield of Montana

b. Dental and Vision – Principal

c. Life and Disability – Reliance

d. Flexible Spending and COBRA Administration – Employee Benefits Corp

III.

Marketing Results

a. Employee Assistance Program (EAP)

b. Voluntary Benefits - Aflac

IV.

Miscellaneous

a. Decisions / Next Steps

b. Annual Enrollment Needs

i. Timeline

ii. BeneTrac updates

iii. Benefit Guides

c. CBIZ CheckPoint

V.

Appendix

All benefit summaries included in this presentation are for illustrative purposes only. If discrepancies

are noted, the specific Plan Documents will prevail.