Carrier List Bill - Basic Life and ADD Plans

Ad Hoc Reporting Guide

Version
R2025.2.1
ft:lastEdition
2025-12-01
Carrier List Bill - Basic Life and ADD Plans

The Carrier List Bill - Basic Life and ADD Plans report uses the Carrier List Bill topic to generate a carrier list bill for company-provided life and disability plans. The ER Total Cost column in the report displays the total cost for each plan option based on the total volume of coverage multiplied by the employer monthly rate and then divided by 1,000.

Fields

Fields included in the report template
Field Name Group by Sort Order Totals
Carrier Yes Ascending  
Plan Option      
Rate Qualifier      
ER Monthly Rate      
Covered Lives     Count
Volume     Sum
ER Total Cost     Sum

Custom Fields

ER Total Cost

The ER Total Cost custom field displays the total cost for each plan option based on the total volume of coverage multiplied by the employer monthly rate and then divided by 1,000. It uses the following expression:

(BenPlanEmployeeElectedOption.CoverageAmount *BenPlanOptionRateValue.EmployerCost) / 1000

Filters

This template includes the following filters:

Filters available for the report.