Please remember that using the most up-to-date checklist will help reduce the number of drafts prepared, in turn lowering the cost of your plan. Please click on the appropriate link to access your checklist.
Self-Funded Medical Plan Checklists
Dental Only (checklist) v.01.14
Disability Only (checklist) v.01.14
Medical Only (checklist) v.12.14
Medical & Dental (checklist) v.05.17
Medical, Dental, Vision, Disability, Rx (checklist) v.12.14
Medical, Dental, Rx (checklist) v.12.14
Medical & Rx (checklist) v.12.14
Medical & Vision (checklist) v.12.14
Flexible Spending Account Checklists
Dependent Care FSA (checklist) v.07.13
General Medical FSA, Limited Purpose FSA, Dependent Care FSA & Premium Only (checklist) v.01.18
Medical FSA (checklist) v.01.18
Medical FSA & Dependent Care FSA (checklist) v.01.18
Medical FSA, Dependent Care FSA & Premium Only (checklist) v.01.18
Medical FSA, Dependent Care FSA, Premium Only & Transportation (checklist) v.01.18
Medical FSA & POP (checklist) v.01.18
Premium Only Plan (employer paid) (checklist) v.07.13
Premium Only Plan (negative election) (checklist) v.02.14
Premium Only Plan (positive election) (checklist) v.02.14
Transportation Plan (checklist) v.01.18
HRA/HSA/MRP Checklists
Fully-Insured Wrap Plan Checklists
Dental Wrap (checklist) v.06.14
Group Life (checklist) v.01.14
Medical Wrap (checklist) v.12.14
Vision Wrap (checklist) v.12.14
SBC Checklists
Other Plan Checklists
Adoption Assistance (checklist) v.01.18
Behavioral Health (checklist) v.01.14
Chiropractic, Acupuncture, Massage (checklist) v.01.14