Benefit Plan
The Benefit Plan file contains information about benefit plans such as coverage and contribution types, deductions, vesting and compensation parameters, and account numbers used for COBRA participants and retirees.
REFERENCED BY
FIELD NAME | DESCRIPTION/VALID VALUES | UPDATED BY | ||||
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PLN-COMPANY Element: Company Hr | Numeric 4 Contains the company number. |
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PLN-PLAN-TYPE Element: Plan | Alpha 2 Contains the type of benefit plan. HL = Health DN = Dental DI = Disability EL = Life DL = Dependent Life DC = Defined Contribution DB = Defined Benefit VA = Vacation RS = Spending Account SB = Savings Bond SP = Stock Purchase FL = Flex |
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PLN-PLAN-CODE Element: Plan | Alpha 4 Contains the user-defined code used to represent a specific benefit plan. The plan code is unique within a plan type. |
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PLN-START-DATE Element: Start Date | Numeric 8 (yyyymmdd) Contains the first date an employee may enroll in a benefit plan. For defined contribution and defined benefit plan types, the month and day define the beginning date for each plan year. |
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PLN-PLAN-OPTION Element: Type | Numeric 2 Contains the plan category within a plan type. It further defines the type of plan. 01 = Profit Sharing 02 = Money Purchase 03 = ESOP 04 = 401(k) 05 = 403(b) 06 = 457 07 = Thrift or Savings 10 = Medical Reimbursement 11 = Dependent Care 12 = Legal Account 14 = Vacation Buy 15 = Vacation Sell 18 = Life 19 = AD&D 20 = STD 21 = LTD 25 = Medical 26 = Vision 27 = Long Term Care |
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PLN-STOP-DATE Element: Stop Date | Numeric 8 (yyyymmdd) Contains the last day an employee can be added into the plan. |
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PLN-EMP-COVERED Element: Emp Covered | Alpha 1 Indicates whether employee benefits can be added under a plan. Y = Yes N = No |
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PLN-GROUP-NAME Element: Employee Group | Alpha 10 Contains the employee group used to determine which employees are eligible for the plan. The employee must be in this group to be eligible for the plan. |
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PLN-RET-COVERED Element: Ret Covered | Alpha 1 Indicates whether retiree benefits can be added under a plan. This field is used only for health, dental, life, and disability plans. Y = Yes N = No |
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PLN-RET-GROUP-NAME Element: Ret Group Name | Alpha 10 Contains the an employee group used to determine which retirees are eligible for the plan. The retiree must be in this group to be eligible. |
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PLN-POST-CODE-TBL Element: Post Code Tbl | Alpha 30 Contains the table of postal codes used to determine employee eligibility for the plan. The employee must have a benefit postal code which is on this table to be eligible for the plan. |
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PLN-FLEX-PLAN Element: Flex Plan | Alpha 4 Contains the flexible benefit plan code which is used to determine which flex plan this benefit plan is associated with. If this is not a spending account only plan, the employee must have a flex dollar record to enroll in the benefit plan. |
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PLN-DESC Element: Description | Alpha 30 (Lower Case) Displays the description of the benefit plan. |
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PLN-VEST-DATE Element: Vest Date | Alpha 2 Contains the type of year used in determining the vesting computation period. This field is used for defined contribution and defined benefit plans only. CA = Calendar Year EM = Employment Year PL = Plan Year |
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PLN-VEST-BEF-FLG Element: Vest Bef Flg | Alpha 1 If the employee was hired prior to the plan start date this field is used to specify whether the years prior to the plan start date should be used to calculate the employees vested percent. Yes means the system will include years prior to the plan start date in vesting calculations. No means the system will begin vesting with the plan start date. This field is for defined contribution and defined benefit plans only. Y = Yes N = No |
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PLN-VESTED-AGE Element: Vested Age | Numeric 2 Contains the age when the employee is 100 percent vested regardless of vesting years of service. This field is for defined contribution and defined benefit plans only. |
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PLN-VEST-SCHED Element: Vest Sched | Alpha 2 Contains the vesting schedule code for this plan, if applicable. This field is used only for defined contribution and defined benefit plans. |
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PLN-VEST-FROM-DATE Element: Vest From Date | Alpha 2 Contains the start date for employee vesting calculations. This field is for defined contribution and defined benefit plans only. HI = Hire Date AJ = Adjusted Hire Date SN = Seniority Date AN = Anniversary Date B1 = Benefit Date 1 B2 = Benefit Date 2 B3 = Benefit Date 3 B4 = Benefit Date 4 B5 = Benefit Date 5 |
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PLN-DED-TABLE Element: Frequency Table | Alpha 2 If deductions or pay codes have been set up for this plan, this field is the frequency table used to determine premium divisors (if applicable) and deduction cycles for benefits added under this plan. |
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PLN-ACT-EMP-FLAG Element: Act Emp Flag | Alpha 1 Specifies if an employee must be active on the last day of the plan year to receive the company plan contribution. This field is used for defined contribution and defined benefit plans only. N = No Y = Yes |
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PLN-CONT-ANN-HRS Element: Cont Ann Hrs | Numeric 4 This field specifies the minimum number of hours that an employee must work in a plan year in order to receive a plan contribution. This field is used with defined benefit and defined contribution plans only. |
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PLN-MIN-HOURS Element: Min Hours | Numeric 4 This field is the minimum number of hours that an employee must work in a plan year to prevent the year from being considered a break in service. This field is only used with defined contribution and defined benefit plans. |
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PLN-VEST-HOURS Element: Vest Hours | Signed 7.2 This field is the minimum number of hours an employee must work in a plan year in order to vest for the year. This field is only used with defined contribution and defined benefit plans. |
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PLN-INV-DIST-FLG Element: Inv Dist Flg | Alpha 1 This field determines if an employee is able to choose the distribution of plan contributions to investment accounts. This field is used only with defined contribution plans. N = No Y = Yes |
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PLN-LAST-CMT-SEQ Element: Last Cmt Seq | Numeric 4 This is the last sequence number of the comments added for the plan. |
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PLN-PLAN-NAME Element: Plan | Alpha 10 If using Time Accrual this is the name of the vacation plan to be updated with the number of hours bought or sold through Benefits. This field is only used with vacation plans. |
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PLN-ACR-DIST-CO Element: Company | Numeric 4 Identifies the AP company if the resource type = V. Identifies the HR company if the resource type = E. It is blank for type A, P or Q resources. |
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PLN-ACR-ACCT-UNT Accrual Accounting Unit | Alpha 15 If COBRA participants and retirees are covered under the plan, this field is the accrual accounting unit for the plan. This field is only used with health, dental, life, dependent life, spending account plans. |
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PLN-ACR-ACCOUNT Element: Accrual Account | Numeric 6 Contains the accrual account for plans. This field is only used with health, dental, life, dependent life, and spending account plans. |
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PLN-ACR-SUB-ACCT Element: Accrual Subaccount | Numeric 4 Contains the accrual subaccount for health plans. This field is used only with savings bond plans. |
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PLN-BOND-VALUE Element: Bond Value | Signed 11.2 Contains the face value of the bond that can be purchased under this plan. This field is only used with savings bond plans. |
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PLN-BOND-COST Element: Bond Cost | Signed 11.2 Contains the cost to the employee for purchasing one bond of this value. This field is used only with savings bond plans. |
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PLN-CORE-BEN-FLG Element: Core Plan | Alpha 1 Specifies whether the plan is the core benefit under a flex plan. This field is used for health, dental, life, disability, and dependent life plans. If yes is entered this field is used only for health and dental plans. N = No S = Spouse Y = Yes |
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PLN-AR-DIST-CO Element: Company | Numeric 4 Identifies the AP company if the resource type = V. Identifies the HR company if the resource type = E. It is blank for type A, P or Q resources. |
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PLN-AR-ACCT-UNIT Element: A/R Accounting Unit | Alpha 15 This field is the accounts receivable account unit that contains the part of the premium COBRA participants and retirees, for the health plan. This field is used only for health, dental, life, dependent life, and spending account plans. |
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PLN-AR-ACCOUNT Element: A/R Account | Numeric 6 This field is the accounts receivable account that contains the part of the premium COBRA participants and retirees, for the health plan. This field is used only for health, dental, life, dependent life, and spending account plans. |
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PLN-AR-SUB-ACCT Element: A/R Subaccount | Numeric 4 See PLN-AR-ACCT-UNIT. This field is used only with health, dental, life, dependent life, and spending account plans. |
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PLN-EXP-DIST-CO Element: Company | Numeric 4 Identifies the AP company if the resource type = V. Identifies the HR company if the resource type = E. It is blank for type A, P or Q resources. |
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PLN-EXP-ACCT-UNT Expense Accounting Unit | Alpha 15 If retirees are covered under the health plan, this is the expense account that contains the expense amount. This field is used only with health, dental, life, dependent life, and spending account plans. |
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PLN-EXP-ACCOUNT Element: Expense Account | Numeric 6 See PLN-EXP-ACCT-UNT. This field is used only with health, dental, life, dependent life, and spending account plans. |
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PLN-EXP-SUB-ACCT Element: Expense Subaccount | Numeric 4 See PLN-EXP-ACCT-UNT. This field is used only with health, dental, life, dependent life, and spending account plans. |
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PLN-GRP-LIFE-FLG Element: Reportable Life | Alpha 1 This field flags a plan as being a group life plan. If the plan if group term life, coverage under the plan will be included in the calculations of excess life insurance cost for employees. This field is used only with life and dependent life plans. N = No Y = Yes |
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PLN-INCREMENT Element: Increment | Signed 5.2 Regulates the percent increments that the employee can elect for distribution for the defined contribution account funds on the plan. |
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PLN-PAY-EXP-FLAG Element: Pay Exp Flag | Numeric 1 Identifies whether an employee can be reimbursed for expenses up to the employee's contribution-to-date amount (less withdrawals-to-date) or up to the amount to be contributed for the entire plan year or if system displays a warning only. This field is used with spending account plans only. 1 = Stop at Annual Limit 2 = Stop at Current Limit 3 = Warning over Annual Limit 4 = Warning over Current Limit 5 = None |
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PLN-DED-FREQ-FLAG Element: Frequency Table | Numeric 1 This field is updated when the deduction frequency table is changed. Run BN104 (Deduction Frequency Update) when the flag is set to one. 0 = Not Updated 1 = Updated |
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PLN-FLEX-PAY-CODE Element: Flex Pay Code | Alpha 4 Contains the plan's flex credit pay code. |
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PLN-FLEX-DED-CODE Element: Flex Ded Code | Alpha 4 Contains the plan's flex company deduction. |
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PLN-COBRA-COVERED Element: Cobra Covered | Alpha 1 Indicates whether COBRA participants can elect benefits under a plan. This field is only used with health, dental, life, and spending account plans. Y = Yes N = No |
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PLN-INS-CARRIER Element: Ins Carrier | Alpha 4 Contains the insurance carrier assigned to the plan. |
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PLN-CONTRACT-NMBR Element: Contract Nmbr | Alpha 30 Contains the contract the number of the insurance plan. |
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PLN-COMP-CLASS Element: Comp Class | Alpha 3 Contains the pay class used to keep track of an employee's covered compensation. This field is used for defined contribution and defined benefit plans. |
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PLN-MAX-COMP-LIMIT Element: Max Comp Limit | Alpha 1 Indicates whether the maximum compensation limit for 401k and 403b plans is checked by PR140 (Earning and Deductions Calculations). If yes is entered, deductions stop when the maximum compensation limit is met. The maximum compensation limit is defined in the Benefit Limits file. This field is used only with defined contribution plans. Y = First limit met; comp or addt N = Annual additions limit only B = Do not apply either limit |
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PLN-WAIVE-FLAG Element: Waive Flag | Alpha 1 Indicates whether the plan is a waive plan. A waive plan tracks employees who do not elect coverage. N = No Y = Yes |
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PLN-VEST-CLASS Element: Vest Class | Alpha 3 Contains the pay class that keeps track of the number of vesting hours each employee accumulates for a year. This field is used with defined contribution plans only. |
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PLN-CHG-ELIG Element: Chg Elig | Alpha 1 This field is not used. 0 = Changed 1 = Not Changed |
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PLN-DEFAULT Element: Default | Alpha 1 Indicates whether benefits should automatically be added to an employee who is eligible for a plan. This field is used by BN100 (Employee Change Benefit Update) and BN101 (Mass Benefit Add). A = Always Default T = Default for Plan Type O = Default for Plan Option N = Do Not Default C = Default for Plan Category |
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PLN-COVERAGE-TYPE Element: Coverage Type | Alpha 2 Defines the type of coverage for benefits under a plan. If coverage options are used, the user will define coverage options the employee may elect. If coverage amounts are used, the system will calculate a dollar amount of coverage. 0 = No Coverage 1 = Coverage Options 2 = Coverage Amount X = Custom Calculation |
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PLN-CONTRIB-TYPE Element: Contrib Type | Alpha 2 Defines the contribution type used by the plan. 0 = No Contribution 1 = Options Amount 2 = Options Amount Range 3 = Flat Contributions 4 = Salary or Coverage Rate Table 5 = Contribution Limits 6 = Match Limit Schedule 7 = Match Percent Schedule X = Custom Calculation |
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PLN-PRE-DED-CODE-A Element: Pre Ded Code A | Alpha 4 Contains the pre-tax amount deduction code. |
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PLN-AFT-LMT-DED-A Element: Aft Lmt Ded A | Alpha 4 Contains the after-limit amount deduction code. |
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PLN-AFT-DED-CODE-A Element: Aft Ded Code A | Alpha 4 Contains the after-tax amount deduction code. |
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PLN-CMP-DED-CODE-A Element: Cmp Ded Code A | Alpha 4 Contains the compensation amount deduction code. |
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PLN-PRE-DED-CODE-P Element: Pre Ded Code P | Alpha 4 Contains the pre-tax percent deduction. |
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PLN-AFT-LMT-DED-P Element: Aft Lmt Ded P | Alpha 4 Contains the after-limit percent deduction code. |
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PLN-AFT-DED-CODE-P Element: Aft Ded Code P | Alpha 4 Contains the after-limit percent deduction code. |
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PLN-CMP-DED-CODE-P Element: Cmp Ded Code P | Alpha 4 Contains the company percent deduction code. |
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PLN-PRE-DED-MTCH-A Element: Pre Ded Mtch A | Alpha 4 Contains the company match of the pre-tax deduction amount. |
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PLN-AFT-LMT-MTCH-A Element: Aft Lmt Mtch A | Alpha 4 Contains the company match of the pre-tax percent deduction. |
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PLN-AFT-DED-MTCH-A Element: Aft Ded Mtch A | Alpha 4 Contains the company match of the after-limit percent deduction. |
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PLN-PRE-DED-MTCH-P Element: Pre Ded Mtch P | Alpha 4 Contains the company match of the pre-tax percent deduction. |
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PLN-AFT-LMT-MTCH-P Element: Aft Lmt Mtch P | Alpha 4 Contains the company match of the after-tax percent deduction. |
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PLN-AFT-DED-MTCH-P Element: Aft Ded Mtch P | Alpha 4 Contains the company match of the after-limit percent deduction. |
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PLN-DISPLAY-DESC Element: Display Desc | Alpha 15 Contains the short plan description displayed on benefit entry. |
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PLN-PLAN-TYPE-2 Element: Plan Type 2 | Derived |
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PLN-CURRENCY-CODE Element: Currency Code | Alpha 5 This field contains the company base currency code established in Company (GL10.1 ). |
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PLN-CURR-ND Element: Acct Nd | Numeric 1 The number of decimals assigned to a particular account as determined by the account currency. |
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PLN-REGISTR-NBR Element: Registr Nbr | Alpha 7 Contains the registration number. |
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PLN-COUNTRY-CODE Element: Country Code | Alpha 2 The country code. Required for VAT and intrastat reporting. Must be defined in IN01.1 (Country Maintenance). |
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PLN-SCON-NBR Element: Scon Nbr | Alpha 9 |
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PLN-CREATE-TRANS Element: Create Trans | Alpha 1 Y = Yes N = No |
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PLN-SPONSOR-ID Element: Sponsor Id | Alpha 30 |
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PLN-MEMBER-ID Element: Member Id | Numeric 1 |
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PLN-HIPAA-INS-CODE Element: Hipaa Ins Code | Alpha 3 AG = Preventive Care AH = 24 Hour Care AJ = Medicare Risk AK = Mental Health DCP = Dental Capitation (DMO) DEN = Dental EPO = Exclusive Provider Org. FAC = Facility HE = Hearing HLT = Health HMO = Health Maint. Org. LTC = Long Term Care LTD = Long Term Disability MM = Major Medical MOD = Mail Order Drug PDG = Prescription Drug POS = Point of Service PPO = Preferred Provider Org. PRA = Practitioners STD = Short Term Disability UR = Utilization Review VIS = Vision |
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PLN-BENEFICRY-FLG Element: Beneficry Flg | Alpha 1 N = No Y = Yes |
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PLN-CODA-CONTRIB Element: Coda Contrib | Alpha 1 Coda Contrib is for the user to indicate the type of distribution that will be used for tracking DC/DB account balances. 1 = Both Contributions 2 = Company Contribution Only 3 = Employee Contribution Only 4 = No Contributions |
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NAME | KEY FIELDS | DESCRIPTION / SUBSET CONDITION | USED IN | ||||||||||||||
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PLNSET1 |
COMPANY PLAN-TYPE PLAN-CODE |
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PLNSET2 |
COMPANY PLAN-TYPE START-DATE* PLAN-CODE |
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PLNSET3 |
COMPANY START-DATE* PLAN-TYPE PLAN-CODE |
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PLNSET4 |
COMPANY PLAN-TYPE PLAN-CODE |
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PLNSET5 |
POST-CODE-TBL COMPANY PLAN-TYPE PLAN-CODE |
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PLNSET6 |
COMPANY FLEX-PLAN PLAN-TYPE PLAN-CODE |
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PLNSET8 |
COMPANY DED-TABLE PLAN-TYPE PLAN-CODE |
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RELATION NAME |
RELATED FILE | INTEGRITY RULES / FIELD MATCH | ||||||||||||||||||||||||||||||
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Acr Account | GLMASTER |
Required
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Aft Ded Code A | DEDCODE |
Required
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Aft Ded Code P | DEDCODE |
Required
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Aft Ded Mtch A | DEDCODE |
Required
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Aft Ded Mtch P | DEDCODE |
Required
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Aft Lmt Ded A | DEDCODE |
Required
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Aft Lmt Ded P | DEDCODE |
Required
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Aft Lmt Mtch A | DEDCODE |
Required
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Aft Lmt Mtch P | DEDCODE |
Required
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Ar Account | GLMASTER |
Required
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Cmp Ded Code A | DEDCODE |
Required
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Cmp Ded Code P | DEDCODE |
Required
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Comp Class | PAYCLASS |
Required
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Company Name | PRSYSTEM |
Required
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Country | INSTCTRYCD |
Required
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Currency | CUCODES |
Required
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Ded Freq Table | DEDFREQTBL |
Required
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Exp Account | GLMASTER |
Required
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Flex Ded Code | DEDCODE |
Required
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Flex Pay Code | PRPAYCODE |
Required
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Flexible Plan | FLEXPLAN |
Required
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Ins Carrier | BNCARRIER |
Required
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Persgroup | PERSGROUP |
Not Required
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Personnel Grp | PERSGROUP |
Required
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Plan Name | PLANMASTER |
Required
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Pre Ded Code A | DEDCODE |
Required
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Pre Ded Code P | DEDCODE |
Required
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Pre Ded Mtch A | DEDCODE |
Required
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Pre Ded Mtch P | DEDCODE |
Required
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Prsystem | PRSYSTEM |
Required
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Retiree Group | PERSGROUP |
Not Required
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Vest Class | PAYCLASS |
Required
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Vesting Sched | VESTSCHDHD |
Required
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RELATION NAME |
RELATED FILE | INTEGRITY RULES / FIELD MATCH | |||||||||||||||||||||||||||
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Benefit | BENEFIT |
Delete Restricted
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Bn Ta Group | BNTAGROUP |
Delete Cascades
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Bnaccounts | BNACCOUNTS |
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Bncovdft | BNCOVDFT |
Delete Cascades
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Bncoverage | BNCOVERAGE |
Delete Cascades
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Bncovopt | BNCOVOPT |
Delete Cascades
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Bnprmopt | BNPRMOPT |
Delete Cascades
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Bnwait | BNWAIT |
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Cobra Benefits | PARTBEN |
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Comments | BNCOMMENTS |
Delete Restricted
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Investment | BNINVEST |
Delete Restricted
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Partben | PARTBEN |
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Postal Code | BNPOSTCODE |
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Premium | PREMIUM |
Delete Cascades
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Retiree Ben | PARTBEN |
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Wait Rules | BNWAIT |
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