Everence Financial

Everence Financial 5010 Platform

 Client Level Configurations

Header

• ISA06: Interchange Sender ID-Use sender's identification, usually the TAX ID
• GS02: Senders Tax ID
• GS06: Group Control Number Assigned by Sender must match GE02 in footer (required to be 1-9 digits)

Loop 1000A

• N102:  Plan Sponsor Name
• N104:  Plan Sponsor Tax ID

Loop 1000B

• N102:  Plan Sponsor Name
• N104:  Plan Sponsor Tax ID

Loop 1000C

• N102:  TPA or Broker Name
• N104:  TPA or Broker Tax ID
• This loop is optional

Loop 1100C

• This loop is optional. The carrier will indicate if they require this loop on the file.

Loop 2000

• Exclude all REF segments except  REF*OF and REF*1L unless specifically asked to include by carrier
• REF*1L will populate Group/Policy# and will be assigned by carrier

Loops 2100B-2100G

• These loops are all optional. The carrier will advise if any of these loops are required for a specific setup

Loop 2300

• HD03-Insurance Line Code will be based on the benefit offered. Carrier has the following options:

       Vision=VIS

       Medical=HLT

       Dental=DEN

• REF*1L will populate Group/Policy# and will be assigned by carrier

Loop 2310 and 2320

• Exclude from client level configuration unless carrier specifically asks to include as these are optional

Footer

• GE02:  Group Control Number Assigned by Sender must be the same as GS06

OPEN ENROLLMENT

• Carrier will provide open enrollment requirements and preferences