Welcome back, Jane
Here's what's happening across your book of business
Total Clients
3
Total Employees
55
Avg Enrollment
7%
Urgent Tasks
0
My Tasks
| Task | Client | Due | Priority | |
|---|---|---|---|---|
| Review open enrollment elections | Acme Corp | Jul 9, 2026 | high | |
| Upload Q1 census | Bright Health LLC | Jul 10, 2026 | medium | |
| Submit Form 5500 | Pinnacle Industries | Jul 13, 2026 | high | |
| ICHRA contribution setup for 3 new part-time hires | Bright Health LLC | Jul 18, 2026 | low | |
| Gag Clause Attestation | Meridian Group | Mar 31, 2027 | medium |
Client Groups
View all| Company | Employees | Enrollment | Plan Year |
|---|---|---|---|
| Acme Corp | 53 | 8% | Apr 1 - Mar 31 |
| Bright Health LLC | 2 | 0% | Apr 1 - Mar 31 |
| Just Cause Insurance Services | 0 | 0% | Jan 1 - Dec 31 |
Compliance Deadlines
- 98d
Medicare Part D Creditable Coverage disclosure notice to CMS
Acme Corp
Due Oct 15, 2026
- 98d
Medicare Part D Creditable Coverage disclosure notice to CMS
Acme Corp
Due Oct 15, 2026
- 98d
Medicare Part D Creditable Coverage Notice to CMS
Acme Corp
Due Oct 15, 2026
- 170d
Summary Annual Report distribution to plan participants
Acme Corp
Due Dec 26, 2026
- 170d
Summary Annual Report distribution to plan participants
Acme Corp
Due Dec 26, 2026
- 175d
Gag Clause Prohibition Compliance Attestation to CMS
Acme Corp
Due Dec 31, 2026
Recent Activity
Census uploaded
Acme Corp - 12 new employees added
2 hours ago
Enrollment completed
Sarah Chen elected Blue Cross Silver PPO
4 hours ago
ICHRA contribution set
Bright Health LLC - $400/mo for PT employees
Yesterday
Compliance task created
RxDC Reporting due Jun 1 - Pinnacle Industries
Yesterday
Payment processed
Binder payment $135.00 - Marcus Williams
2 days ago