Carrier List Bill - Disability Plans

Ad Hoc Reporting Guide

Version
R2025.2.1
ft:lastPublication
2025-11-10T19:54:31.807000
Carrier List Bill - Disability Plans

The Carrier List Bill - Disability Plans report uses the Carrier List Bill topic to generate a carrier list for disability plans. The EE Total column in the report displays the employee monthly rate multiplied by the total number of employees covered by each plan option. The ER Total column displays the employee monthly rate multiplied by the total volume then divided by 1,000.

Fields

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

Custom Fields

EE Total

The EE Total custom field displays the employee monthly rate multiplied by the total number of employees covered by each plan option. It uses the following expression:

COUNT(Employee.NameNumber)*BenPlanOptionRateValue.EmployeeCost

ER Total

The ER Total custom field displays the employee monthly rate multiplied by the total volume then divided by 1,000. It uses the following expression:

COUNT(Employee.NameNumber)*BenPlanOptionRateValue.EmployerCost

Filters

This template includes the following filters:

Filters available for the report.