Compliance Calculators – Marketing Materials

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Compliance Calculators
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Medical Loss Ratio Calculation-Single Plan-3 Tier Rates

The DOL issued Technical Release 2011-04 to summarize how ERISA plan sponsors should handle MLR rebates. The sponsor may have a fiduciary duty to share the rebate with plan participants. This Excel document helps you determine how much of the MLR rebate is a plan asset. 

Medical Loss Ratio Calculation-Single Plan-4 Tier Rate
The DOL issued Technical Release 2011-04 to summarize how ERISA plan sponsors should handle MLR rebates. The sponsor may have a fiduciary duty to share the rebate with plan participants. This Excel document helps you determine how much of the MLR rebate is a plan asset. 

Medical Loss Ratio Calculation-Single Plan-6 Tier Rates
The DOL issued Technical Release 2011-04 to summarize how ERISA plan sponsors should handle MLR rebates. The sponsor may have a fiduciary duty to share the rebate with plan participants. This Excel document helps you determine how much of the MLR rebate is a plan asset. 

Medical Loss Ratio Calculation-Single Plan-Age Related Contribution Model
The DOL issued Technical Release 2011-04 to summarize how ERISA plan sponsors should handle MLR rebates. The sponsor may have a fiduciary duty to share the rebate with plan participants. This Excel document helps you determine how much of the MLR rebate is a plan asset. 

Medical Loss Ratio Rebates: What’s an Employer To Do?

Insurers are required to spend a percentage of premium dollars to help improve health care quality or provide a rebate in the form of a payment or premium credit to policyholders. The rules for what an employer may do with the MLR rebate it receives depend on whether the group health plan is an ERISA or non-ERISA plan, and if non-ERISA, whether it’s a non-federal governmental group health plan or a church plan.

Play or Pay Penalties for Employers - 2026

This easy-to-use chart helps explain penalties to employers subject to the employer mandate.

PPACA Affordability Calculator 2026
The affordability safe harbor is the measure of whether the employee’s share of premium cost is deemed affordable. There are three IRS Safe Harbor measures to choose from. This easy-to-use chart clarifies all three options.

Tips for Completion of PCORI Fee Form 720
PCORI fee Form 720 quarterly federal excise tax return. To pay their PCORI fee, this document sows steps for employer/plan sponsors to complete.