Please compile and upload the required files matching your selected assessment focus. To maintain absolute compliance across federal and state frameworks, ensure that highly sensitive personal identifiers (such as Social Security Numbers and home street addresses) are completely purged or anonymized from all files before transmission.

📥 Before Compiling Your Data: Click the button below to download your complete, multi-sector Master Onboarding Checklist & Guide (PDF). This comprehensive document includes detailed parameter descriptions and legal exemptions mapped directly to your organization’s sector and size tier.  NOTE: The information below is provided as a high-level overview only.

1. The Master Personnel & Benefits Census (Mandatory Baseline)

To prevent automated data ingestion drops and project delays, your primary spreadsheet matrix must be submitted as a live data file. Mandatory Format: Microsoft Excel (.XLSX) or Comma-Separated Values (.CSV) only. Scanned or static documents (.PDF) are strictly rejected.

• Personnel & Structuring Identifiers: Employee ID (EE ID), Member ID (Mem ID), Last Name (Anonymized), First Initial, Member Type (Specify: FT, PT, Contractor, or Freelance), Member Salary Type (Specify: hourly, salary, or project-based), Gender, Date of Birth (DOB), Age, State, and Zip Code.

• Employment & Risk Settings: Annual Base Salary or Hourly Rate, Disability Status, and COBRA Status (COBRA parameters are exempt for Public Government Agencies).

• Current Coverage Layouts: Medical Coverage Status, Medicare Status, Tobacco Use Status, and Name of Current Medical Plan.

• Ancillary Coverage Layouts: Dental Coverage Status, Vision Coverage Status, Life Coverage Status, Name of Current Dental Plan, and Name of Current Vision Plan.

2. Targeted Files (Provide strictly based on your selected focus)

For all informational, structural, and legal compliance records below, the Mandatory Format is Adobe PDF (.PDF). Financial and payroll ledgers may be submitted as live spreadsheets (.XLSX).

• Workforce Resilience & Benefit Compliance Audit Focus:

  • Summary of Benefits and Coverage (SBCs) for all current active lines of coverage, current carrier premium rate sheets, employer/employee premium contribution schedules, and Summary Plan Descriptions (SPDs).

  • Comprehensive documentation of any retirees currently utilizing company health, supplemental, or retirement benefits (specifically noting retiree retirement accounts still housed or managed by your entity).

  • A structural overview of your existing employee offboarding processes, offboarding vendors utilized, and all associated administrative costs.

  • Size-Specific Compliance Logs: If your organization has 50+ employees (all sectors), include your most recent annual IRS Form 1094-C and 1095-C schedules. Include your current Year-to-Date (YTD) payroll benefit deduction registers.

• Institutional Continuity & Risk Assessment Focus:

  • Private Corporations: Existing bilateral corporate buy-sell agreements (mapping explicit trigger mechanics), operating agreements or corporate bylaws, your most recent independent business valuation appraisal report (or the specific asset formula clause used to calculate corporate value), active key-person life or disability insurance policies (including full policy schedules and listed beneficiary titles), and current permanent policy in-force ledger illustrations.

  • Government Agencies & Non-Profits: Formal Executive Succession Plans, organizational competency and leadership dependency charts, and your active Continuity of Operations Plan (COOP).

• Fiscal Logistics & Benefit Parity Review Focus:

  • De-identified payroll tax logs, 12 months of consecutive health/benefit premium billing statements, total compensation funding mechanisms, and corporate cash flow summaries related to total compensation overhead.

  • Complete CAA Section 202 Broker/Consultant Compensation Disclosures outlining all direct commissions and back-end carrier overrides built into your commercial premiums.

  • Complete retirement plan asset allocations, document rules/parameters for all employer match scales and amounts, and a de-identified log of per-employee retirement plan contributions per month (tracking both flat dollar amounts and exact contribution percentages) across all active current retirement options.

  • Size/Sector Threshold Logs: If your entity is a Corporation or Non-Profit with 100+ participants, include your most recent Federal ERISA Form 5500 filings and complete ERISA 408(b)(2) retirement plan fee disclosures.

• Strategic Organizational Feasibility Study Focus:

  • Compile a holistic, integrated combination of all the modules listed across categories above that match your organization’s specific sector and employee size band.