The Benefits Summary Statements provide benefit summaries for all employees as of a specific effective date.
To view these reports, enter an effective date.
This will generate reports for each relevant staff member, and can be downloaded as a PDF file, by selecting the Download PDFs button.
These reports will include:
Personal Information
- Legal Name
- Preferred First Name
- Suffix
- Sex
- Date of Birth
- SSN
- Marital Status
- Tobacco User
Contact Information
- Home Address
- Mailing Address
- Work Email
- Personal Email
- Work Phone
- Home Phone
- Mobile Phone
Employment Information:
- Start Date
- Job Title
- Employee Type
- Employee ID
- Work Location
- Pay Group
- Location
- Department
- Division
- Highly Compensated
- Is an Owner
Compensation Information
- Pay Type
- Annual Base Salary
- Annual Benefit Salary
- Prior W2 Earnings
Elected Benefits
- Product
- Carrier/Provider
- Plan
- Coverage Level
- Effective Date
- Benefit Amount
- Cost Per Pay
- Total Cost Per Pay (summary of all products)
Waived Benefits
- Product Type
- Waive Reason
- Waive Effective Date
Other Coverage
Medicare