Associating Plan Types with a Plan

Medical, dental, and vision plans often have multiple types of plans (such as single employee or family plans) available. To associate benefit plan types with the group benefit plan, use the Plan Types panel.

Before you begin:

Set up group benefit plan types. See Defining Types of Group Benefit Plans

To associate plan types with a group benefit plan:

1. Open the Plan Types panel.
Use this option To define this
Type Code

Each type code plan applicable to this benefit plan. The system displays the Plan Type Description. You can add only one Type Code that has its TPA Type Code set up as Single. If you add more than one Type Code with this setting, the system recognizes only the first Type Code entered. See Defining Types of Group Benefit Plans for more information about this setting.

• If an existing Type Code under the Plan Types section on the Group Benefit Plans form is tied to any of the following, then you cannot delete it and will receive an error message stating There are records associated with (Plan Type). Code cannot be deleted:
• If an Effective Date field is set up for the Plan Type field on the Billing Rates or Premium Rates forms.
• The Plan Type field under the Contribution Rules section on the Benefit Rules form.
• The Plan type field under the Coverage Details section on the Employee Benefits Enrollment form.
• If an existing Type Code under the Plan Types section on the Group Benefit Plans form is not tied to any of the above, then you can delete it.
HDHP Max Contribution If the type code is for a high-deductible health plan, the maximum contribution amount that can be made to the employee's HSA at this level of coverage.

Carrier Code 1

Carrier Code 2

Values used to track the plan.
Type Obsolete After The date when the plan type expires, if any.
2. Click Save.