Four tools for your next benefits decision.
Use these blank planning tools beside actual proposals and plan documents. They are separate companions to the guides below, with no registration required.
Medical comparison workbook
Compare company spending and employee costs on the same assumptions.
Enter actual quoted amounts for up to three options, using one shared enrollment mix. Include employer contributions, separate fees and account budgets, then compare a 12-month company budget with employee premium and care-cost scenarios.
Amounts start blank. The optional illustration uses invented figures. Averages are planning figures, not individual payroll instructions. The workbook does not determine a level-funded plan's maximum liability or evaluate HRA household tax credits.
Open the interactive workbook · Download the blank PDF · Download the input template
Provider, network and prescription checklist
Check the exact plan before assuming care will be covered.
Record the proposed network, provider location, drug-list questions, source, date checked and person responsible for follow-up. Keep employee-specific health questions in an appropriate private channel; use placeholders on this shared checklist.
A directory listing is not a coverage guarantee. Confirm unresolved questions with the carrier and provider before relying on a comparison.
Enrollment and office-manager handoff
Give every enrollment task an owner and a completion check.
Follow the handoff from the employer's plan decision to employee explanations, elections, carrier confirmation, payroll and first-month checks. Record dates and responsibilities before the next task begins.
Use actual carrier deadlines and individual payroll figures. This sheet organizes the work; it does not establish coverage or replace carrier acceptance.
60–90 day renewal checklist
Make time for the comparison, the decision and employee enrollment.
Gather the current plan and renewal, agree on contribution goals, check provider access, compare proposals and assign enrollment follow-up. The checklist includes a first-month verification step and priorities for a late renewal.
The dates are planning windows, not carrier deadlines. Confirm what is feasible for your business before making a change.
Keep the planning information general.
The tools work in your browser without sending or automatically saving what you enter. Print or export your comparison before closing it. Use aggregate proposal figures and placeholders, not employee names, dates of birth, diagnoses or other personal health information.
Bring unresolved plan and contribution questions to a benefits review. For individual coverage needs, arrange an appropriate private follow-up rather than entering health details in a general inquiry.
Download and share
Employer benefits compliance
8 pages: employer-size screening, documents, notices, reporting, Washington leave and a review worksheet.
Download compliance guide →HRA planning for employers
4 pages: compare arrangements, model a contribution budget and plan employee enrollment.
Download HRA guide →Employee benefits quick guide
4 pages: costs, networks, EOBs, enrollment changes and questions to take to your plan.
Download employee guide →Practical resources for your next benefits decision
HRA strategies
Compare group coverage, ICHRA, QSEHRA and supplemental arrangements.
Explore HRA strategies →Employer compliance
Organize notices, reporting, leave and the people responsible for each task.
Read the compliance guide →Business services
Connect employee education, enrollment and administrative support.
Explore business services →Prepare for the conversation
Benefits 101
Explore the full employee education library.
Read online →Who we serve
Industry and business-situation guides for Washington employers.
Find your business →Census workbook
For employers who prefer to prepare information in Excel. Follow the workbook’s privacy and encryption instructions.
Download workbook →More tools already available
ACA employer-size calculator
A starting point for discussing full-time and full-time-equivalent counts.
Open calculator →ACA affordability calculator
Explore contribution questions; confirm the applicable year and safe harbor.
Open calculator →Open enrollment checklist
Plan communications, employee choices and the handoff to payroll.
Read the checklist →Use the guides as a starting point.
Reviewed September 19, 2026. These educational resources do not replace plan documents, current agency guidance, or advice for your specific legal or tax circumstances. Eligibility, plan terms and deadlines vary. Official sources are linked in the guides.
Bring your questions to the next conversation.
We can help connect the information with your workforce, budget and enrollment plans.