Reports - Plans

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Not allowed

Reports - Plans

This report will display all plans associated with your account. You can filter by:

Effective Start date
Effective End date
Carrier/Provider
Product Type
Plan

You can also choose to include expired or inactive plans. By default this report will show all plans.

You may download a copy of this report by selecting the Download CSV button on the upper right.

Fields in this report include:

Carrier/Provider
Product Type
Plan Name
Internal Plan Name/ID
Group Number
Subgroup Number
Plan Type
Level
Effective Start Date
Effective End Date
Policy Anniversary Month
Number of Eligible Employees
Number of Enrolled Employees
Status

Not Allowed