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ICHRA-to-ICHRA transition: required data

This checklist will provide the data needed to begin a client ICHRA-to-ICHRA transition from another ICHRA administration to benefitbay.

Please obtain the following items. Additional data may be requested. 
  • Current plan details for enrolled employees, including;
    • Employee Name (required)
    • Carrier Name (required)
    • Plan Name (required)
    • Effective Date (MM/DD/YYYY) 
    • Total Premium Amount 
    • Employer Contribution Amount 
    • Coverage Tier  
    • Member ID 
  • Current ICHRA TPA (required)
  • Desired Effective Date with benefitbay (required)
  • Current employer contribution structure (required)

                          NOTE: All required fields are needed to conduct an initial transition analysis. The other fields will be required if the employer group decides to move forward with the transition to benefitbay.

                          Once you have obtained the data, reach out to your Customer Success Manager to begin review.