Client Folder Structure
Standard folders under each client's name.
5
Patty Donnelly works in this Branch
Missouri
Employee Statement Form
1095C
Office Visit Charge
Copay
Incline Village
Reward Event
The folder you store RFP/Marketing information.
Renewal
Recently retired
Paul Brown
Two of the three safe harbor methods
Rate of Pay, Federal Poverty Line, and W2
Amount you pay before health plan pays
Deductible
Oracle
Holiday Party
Contracts and Agreements should be stored here.
Coverages
Trivia Queen
Jennie Coyle
Minimum number of employees that make a group an ALE
50 Full Time Equivalent
DOUBLE JEOPARDY - The 3 dental coverage levels
Preventative, Basic, Major
Lafayette, CA
Benefit Summit
Name 3 subfolders under Client Information.
5500, BOR, Plan Info, Annual Notices, Prospect Folder, PHI HIPAA, Contact Sheets
Started at HIB when she was 19
Joyce
Part B penalty requires an employer to offer this
Affordable and minimum value coverage
Pays for healthcare costs with pretax dollars
FSA
Carmel, CA
Owners/Shareholders Weekend
HIPAA Information is stored here.
Client Information
DOUBLE JEOPARDY - Longest HIB Benefits employee
Jani
This reporting shortcut allows employers to use the code 1A
Qualifying offer method
On an LTD plan, length of time before coverage starts
Elimination Period
Hangar in Richmond
30th Anniversary