Small Groups (fewer than 50 employees)
- Census
- Last 4 Carrier Renewal Packages
- (If your group is unable to obtain claims experience data from your carrier)
- Plan Designs
- Payroll contribution strategy
- Deductible contribution strategy
- # of bargaining unit contracts and expiration dates
Large Groups (51 or more employees)
- Census
- Carrier Renewal Package
- Plan Designs
- Payroll contribution strategy
- Deductible contribution strategy
- 24 Months Claims Experience by month
- 2 years of Large Claim Reports
- # of bargaining unit contracts and expiration dates