9-Attachment H Historical Benefits Experience and Renewal Information.pdf
PDF 4 MB Posted
- Solicitation number
- LCSD10052026
- Issued by
- Utah
About this file
This document is Attachment H to a Request for Proposal issued by Logan City School District in Utah for Employee Benefits Consulting and Insurance Brokerage Services. The attachment provides historical benefits experience and renewal information to support proposers' evaluation of the District's benefits program. The materials include experience reports, claims data, enrollment information, and renewal details prepared by the incumbent benefits consultant/broker, Moreton & Company, with claims paid through July 2026. The District explicitly states that inclusion of these materials does not constitute an endorsement of the incumbent consultant, its analysis, recommendations, or methodologies. Proposers are directed to conduct independent review and analysis of the provided information and identify any assumptions, limitations, or additional information necessary to evaluate the benefits program comprehensively.
The document clarifies that certain sensitive materials have been omitted or redacted to protect confidential and potentially identifying information, including individual large-claimant pages and the large-claimant table on the Medical Plan Summary page. All remaining aggregate medical, pharmacy, enrollment, renewal, and dental experience information is presented as originally prepared by Moreton & Company. The District notes that omitted or redacted information does not indicate unavailability to a selected consultant when appropriate and legally permissible. This attachment serves as the informational foundation for prospective benefits consultants and insurance brokers to understand the District's current benefits experience and structure their proposals accordingly.
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LOGAN CITY SCHOOL DISTRICT
ATTACHMENT H
HISTORICAL BENEFITS EXPERIENCE AND RENEWAL INFORMATION
The following materials contain historical benefits, utilization, experience, renewal, and related information currently available to Logan City School District.
Certain materials included in this attachment were prepared for the District by its current benefits consultant/broker, Moreton & Company, and may contain Moreton & Company branding, formatting, analysis, or other identifying information. The inclusion of these materials is for informational purposes only and should not be interpreted as an endorsement of the incumbent consultant/broker, its analysis, recommendations, methodologies, or conclusions.
Proposers should conduct their own independent review and analysis of the information provided and should identify any assumptions, limitations, or additional information they believe would be necessary to evaluate the District's benefits program.
Information is provided as available to the District and is subject to the qualifications and limitations stated elsewhere in the RFP.
Certain pages or portions of the original report have been omitted or redacted by the District to protect confidential, private, or potentially identifying information. Any such omission or redaction should not be interpreted as representing that the omitted information is unavailable to a selected consultant when appropriate and legally permissible.
REPORT CONTENT INCLUDED
Moreton & Company Experience Reports - Claims Paid through July 2026
Individual large-claimant pages are omitted; the large-claimant table on the Medical Plan Summary page is redacted.
Remaining aggregate medical, pharmacy, enrollment, renewal, and dental experience information is presented as originally prepared.
File details come from the government source that posted it. Updated .