Stewardship Promises: Michael Lewis Company

Introduction

At The Baldwin Group, we believe in supporting our clients through our consultative approach to benefits. This helps you create a strategic, tailored, and cost-effective program that is designed to give you an edge in today’s increasingly competitive labor market.

As a sign of how deeply we value our relationship with our clients, we strive to deliver on what we call our Stewardship Promises. These promises are our commitments to you and your team so we can clearly strategize and collaborate together, all year-round. We are excited for what we can accomplish together and delivering on our ultimate promise of Protecting the Possible.

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Michael Lewis Company Stewardship Promises

Action Items

2026 RENEWAL ROAD MAP

Ongoing Promises

Claim Performance updates

Audit of Carrier Invoice vs. Enrollments (Baldwin to audit first invoice)

Carrier Billing Support

Direct Employee Support via Employee Care Center

Manage Carrier File Feeds & Discrepancy Reports

Quarterly Claim Review, Including Pop Health/UW Data

April

First Month Audit of OE Elections (Ensure Accuracy)

• Provide List of Outstanding EOIs (unapproved coverage)

• Outreach Missing EOIs and Confirm in Payroll System

• Correct any OE Discrepancies

May

Post Open Enrollment:

• Renewal Process Debrief

• Provide Payroll Data for NDT

• Perform NDT with Vendor and Deliver Results

• Creditable Coverage Status Reported to CMS - (Medicare Part D)

Annual Stewardship Meeting

Week of 5th

Week of 12th

Week of 2nd

Week of 9th

• Discuss Takeaways and Feedback from Open Enrollment Week of 16th

• Review Changes in Enrollment and Financial Updates Week of 16th

• Annual Review of Goals and Stewardship Promises Week of 16th

• Deliver Eligibility Rules Workbook Week of 16th

NPS Survey Emailed – Thank You for Your Feedback by End of Month

June – September

Year End Financial Meeting (if applicable)

• Review Claim Data & Financials for Prior Plan Year June

Compliance:

• Obtain Plan Documents from Vendor for Review/Approval July

• Distribute Required Plan Documents to Employees July

• Prepare 5500 Filing with Vendor, if applicable July/August

• Review, Sign, Submit 5500 Filing to IRS July/August

• Annual PCORI Fee Filing, if applicable (due 7/31) August

Michael Lewis Company Stewardship Promises

Action Items

October

Annual Pre-Renewal Meeting

• Review Goals, Budget, Strategy for Upcoming Renewal

Week of 14th

• Plan Performance, Benchmark, Census, Actuarial Analysis, Projections, Networks, Recommendations, Timeline Week of 14th

• Determine Marketing Strategy (if applicable)

Review Plan Administrator Compliance Requirements

Week of 14th

Week of 20th

Provide Employee Census and Medical Health Questionnaires (MHQ’s) Census Due by: By End of Month

November-December

Conduct and Review Marketing Analysis (if applicable) Early November

Annual Renewal Meeting

• Review Incumbent Renewal Options and Marketing Results (if applicable)

• Determine OE Timeline & Expectations (Goals/Messaging for OE, Benefit Guide and Other Materials)

Week of 17th

• Finalize Plans, Rates and Contributions Decisions Due by: End of November

Open Enrollment Prep

• Review and Sign Carrier Paperwork

• Submit Carrier Paperwork for Signature

• Prepare Benefits Administration Portal for OE (Tech Team Support or Client)

December-February

Conduct Open Enrollment for Employees

• Launch Education of Benefit Decisions & How to Enroll

• Provide Benefit Materials (Guide, Links to Portal, QR Code)

Carrier Processing of OE Elections

• Close OE Window in Benefit Administration Portal

• Admin Cleanup of Elections

• Provide All Enrollment Elections Enrollment Due by:

• Submit Enrollments to Carriers

• Carrier Processing of All OE and Carrier Installations

• Obtain and Share ID Cards

• Confirm Online Portal Access for Carriers

March