A dependent eligibility study ensures that employees who claim dependents on the employer-sponsored health plan are truly eligible dependents based on the definition of a dependent as outlined in the Plan Document/Summary Plan Description. This study can provide assurance that the plan sponsor has met its fiduciary duties, may reduce plan risk and can potentially save an organization substantial amounts of money. Check out this document to learn more.

1. Types of Companies
Multistate
Public
Private
Not-for-Profit
Industries
Manufacturing
Retail
Hospitality
Hospitals &
Health Care
Government
Size
300+ Employees
If you would like to discuss how a dependent eligibility study may benefit your organization, please contact:
Phyllis Hoff | 314.692.5887, x287 | phoff@cbiz.com
What’s the value?
The summary plan description for an employer-sponsored health care plan defines dependent
eligibility for the plan. CBIZ has an experienced team of professionals capable of delivering a
cost-effective dependent eligibility study. A study that validates dependent eligibility can provide
assurance that the plan sponsor has met its fiduciary duties and may reduce plan risk and
potentially the costs to the organization.
Should you have this study?
1. Does your organization have high turnover? If your answer is YES, you are a perfect candidate
for this study.
2. Do you currently have mechanisms in place to ensure employees who claim dependents on your
employer-sponsored health plan are truly eligible based on the definition of a dependent as
outlined in the Plan Document? If your answer is NO, you are a perfect candidate for this study.
3. When was the last time you performed a dependent eligibility study? If it has been more than
three to five years since you conducted a study or if you have never had one, you are a perfect
candidate for this study.
4. Are you interested in ways to reduce your health care costs? If your answer is YES, you are a
perfect candidate for this study.
© Copyright 2018. CBIZ, Inc. NYSE Listed: CBZ. All rights reserved.
Dependent Eligibility Study
A dependent eligibility study ensures that employees who claim dependents on the employer-
sponsored health plan are truly eligible dependents based on the definition of a dependent as
outlined in the Plan Document/Summary Plan Description.
Benefits
■ Due diligence for public companies and ERISA purposes
■ Return on investment is realized through:
Lower future administrative costs
Lower cost for employee share with savings
Lower premiums
If self-funded, actual claim payments may be recouped
Why CBIZ?
■ The senior members of our team have been with CBIZ over 15 years and have a combined 75 years of
experience in benefits compliance areas.
■ Throughout the course of each study, every piece of documentation that is submitted will be reviewed by a
senior-level team member.