DATE
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| January
ü Human Resources provides an update on Open Enrollment processes and participation ü Quarterly EAP report ü Quarterly THM report ü Quarterly investment update | ||
| February
ü Review previous years medical claim data ü Review of Total Health Management ü IBNR mid-year review | ||
| March
ü Quarterly investment report from Investment Management | ||
| April
ü Begin preliminary discussion with consultants on plan renewals ü Review Operational Manual ü Quarterly EAP report ü Quarterly THM report ü Quarterly investment update | ||
| May
ü Begin stop loss insurance review ü Approve Auditor Engagement for annual audit ü Approve Consultant Engagement/Budget for upcoming fiscal year | ||
| June
ü Establish Trust meeting schedule for the upcoming fiscal year ü Renew Stop Loss Insurance ü Review Compensation for Trust financial services ü Quarterly investment report from Investment Management ü Annual investment review ü Rotation of Trust Officers ü End of Fiscal year | June 30 | |
| July
ü Beginning of Fiscal year | July 1 | |
| August
ü Consultant presents proposed plan renewals and rates for upcoming Fiscal year to the Trustees ü Trust audit by independent auditor ü Quarterly EAP report ü Quarterly THM report ü Quarterly investment update | Mid-Late August |
| September
ü Finalize upcoming fiscal year plans and rates with consultants ü Open enrollment materials are prepared by the Benefits Department ü Trust audit by Office of Financial Management ü Annual Investment Report | Early September | |
DATE
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| October
ü Plan documents are finalized between the Consultant and Human Resources ü Open enrollment begins ü Audit report presented to Trustees ü Quarterly investment report from Investment Management ü Review of Total Health Management Plan ü Quarterly EAP report ü Quarterly THM report ü Quarterly investment update | October 20 | |
| November
ü Open enrollment closes ü Review of annual report and budget for the Office of Financial Management ü Review of audit by independent auditor ü Approval of audit by independent auditor | November 15 | |
| December
ü Fiduciary Liability Insurance Renewal ü Quarterly investment report from Investment Management ü Approval of annual report and budget for the Office of Financial Management |