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Mountain View Schools
Received Mar 1, 2026 at 9:00 AM
72%
Complete
Overview
Group Size
420 employees
Covered Lives
1050
Industry
Education
SIC Code
8211
Plan Type
self funded
Effective Date
2026-08-01
Specific Deductible
$40,000
Aggregate Deductible
$210,000
Documents
📊
Census_Large.xlsx
678 KB • Uploaded 9:01 AM
📄
Claims_24Mo.pdf
5.2 MB • Uploaded 9:01 AM
📊
Large_Claimants.xlsx
345 KB • Uploaded 9:01 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
- •Pharmacy claims data
- •Case management notes
Broker Information
Name
Ellen Thompson
ellen.edu@school-benefits.com
Extracted Data
current Carrier
Voya
current Premium
$2,100,000
loss Ratio
79%