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Admin Strategies will setup and maintain your employer/employee data in our own proprietary database. If your employee data is not readily available we can assist you in acquiring the information via a one-time questionnaire to your existing employees. We will obtain this information from all future employees as part of the new hire orientation process. A listing of the standard information that we maintain for our clients is shown below. If our standard data fields are insufficient we can customize this list to meet your specific needs.
Employer Data
- Client name
- Client address
- Situs location/Headquarters
- Other locations
- Contact name, address, phone, fax, email
- Industry Type
- Company Web Address
- Federal Tax ID Number
- Unemployment Number (HQ State)
- List of Departments (if applicable)
- List of Divisions (if applicable)
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- List of Benefit Groups (if applicable)
- Benefit package for each
- List of Payroll Groups (if applicable)
- Frequency, Salaried/Hourly Status
- Employee Contributions by Plan
- List of Current COBRA Participants
- Employee data & COBRA term for each
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Employee Data
- Employee ID (if applicable)
- Name (first, last, MI)
- Social Security Number
- Date of Birth
- Gender
- Marital Status
- Date of Hire
- Pay Rate & Frequency
- Job Title
- Department (if applicable)
- Division (if applicable)
- Location
- Benefit Group
- Payroll Group
- Home Address
- Home Phone Number
- Home Email Address
- Work Phone Number
- Work Email Address
- Cell Phone Number
- Employee Status (Active, Terminated, etc.)
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- Emergency Contact
- Name (first, last, MI)
- Relationship to Employee
- Daytime Phone Number
- Evening Phone Number
- Cellular Phone Number
- Pager
- Medical Plan Participant Status
- EE, EE/SP, EE/CH, Family, Waiver
- Dental Plan Participant Status
- EE, EE/SP, EE/CH, Family, Waiver
- FSA Plan Participant Status
- Election Amount
- Payroll Deductions
- 401(k) Plan Participant Status
- Election Percentage or Amount
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Dependent Data
- Name (first, last, MI)
- Relationship to Employee
- Social Security Number
- Date of Birth
- Gender
- Full-time Student (Y/N, if 18+ years)
- Medical Plan Participant (Y/N)
- Dental Plan Participant (Y/N)
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