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Acme Manufacturing
Received Mar 4, 2026 at 9:30 AM
85%
Complete
Overview
Group Size
125 employees
Covered Lives
280
Industry
Manufacturing
SIC Code
3599
Plan Type
self funded
Effective Date
2026-06-01
Specific Deductible
$50,000
Aggregate Deductible
$125,000
Documents
📊
Census_2026.xlsx
245 KB • Uploaded 9:31 AM
📄
Claims_Runout.pdf
1.2 MB • Uploaded 9:31 AM
📄
Plan_Design.pdf
890 KB • Uploaded 9:31 AM
📊
Large_Claimants.xlsx
125 KB • Uploaded 9:31 AM
Checklist Validation
10 of 10 items
census
Group Census with DOB/ZipRequired
claims
24-Month Claims HistoryRequired
Large Claimant Report ($25K+)Required
Case Management Notes
Pharmacy Claims Data
plan design
Specific Deductible RequestedRequired
Aggregate Deductible RequestedRequired
Plan Design Document (SPD)Required
current policy
Current Stop-Loss PolicyRequired
other
Industry/SIC CodeRequired
Missing Items
- •Case management notes
Broker Information
Name
Sarah Johnson
sarah.broker@acme-insurance.com
Extracted Data
current Carrier
Sun Life
current Premium
$850,000
loss Ratio
72%