Medical_Census_Data_File-_9-1-26_Updated_9_23_26.xlsx

Census Template_use_9-02-26 Unique Employee Identifier (do not use SS#'s) Michael Wiener: You should not send socials to a carrier to get a proposal.

Use the same caution if employers provide the employees name.

If you get SSN's from the client, you would modify the socials and give each employee their own Unique ID number before sending this to the carrier.

E.g. change social to aaa1, their spouse and dependents would also get unique identifier aaa1. Next employee gets aaa2. Status (A=Active; R=Retiree; C=COBRA/Continuation; L=Leave of Absence) Michael Wiener: Most of the time we want data on all benefits eligible employees so we can better know our clients' population.

That doesn't mean the carriers request, want, or need this data point. COBRA Start Date Michael Wiener: This is very important for self-funded clients if a large claimant is identified as being on COBRA: their COBRA start and end date is valuable COBRA End Date of Birth Age Ginni Young: Ginni Young:

Age automatically calculated based off Date of Birth entered in column E Date of Hire Michael Wiener: Used for plans with extended waiting periods.

This could be changed to indicate employees that are currently in their waiting period Home State Michael Wiener: If you get the full address: only the Zip is to be sent to the carrier.

This field is helpful to identify states that have special rules (IE: CA that has STD benefit, HI that requires a plan be "approved" MA that has special filing requirements).

Plan Elected lahayes: If only one plan is offered, you can delete this column.

Be specific in the plan name.

E.g. "HSA 1" is ok, but "HSA 1500" is better.

FYI: PPO is the plan network option, not the plan name or type. HSA's are PPO's. Medical Coverage Elected lahayes: Coverage Tiers:

(EXAMPLE - adjust as needed) EE = EE only ES = EE + Spouse EC = EE + Child(ren) EF = EE + Spouse + Children

EE

E1 E2