HR Insurance Resources

We’ve compiled a list of helpful documents for human resources professionals and administrators on a variety of topics related to employee benefits and group health insurance.

Cheat Sheet for Group Administrators

Well…it’s not really cheating, but it certainly is helpful!

Allegiance Benefit Plan Mgmt: Cafeteria Plan Overview

Informational brochure:
PDF File
More Info

Oregon State Continuation Forms

Generic Oregon State Continuation notice for groups of 19 or fewer employees:
Word Doc

Help with COBRA Administration

These links go to the Dep’t of Labor website for a sample/template COBRA new hire form, and a sample/template COBRA termination form. You can modify these forms for your business.
COBRA New Hire: Word Doc
COBRA Termination: Word Doc

Census Forms

Census forms for obtaining quotes-both worksheets need to be completed.
Census/RFP Form: Excel Doc

Total Administrative Services Corporation (TASC)

Third party administration services, offering compliance services for ERISA, COBRA, FSA, HSA, and much more! There are increasing liabilities due to reporting requirements and larger fines being levied against businesses that offer employer benefits. We have decided to work with a company that keeps our clients, and ourselves, compliant with the appropiate laws. We highly recommend their services and use them ourselves! Don’t wait and get hit with a fine that could have been avoided! TASC_Compliance It’s The Law

Carrier resources; Provider search, Prescription lookup, and plan summaries


Bend Chamber of Commerce Insurance

Regence – Blue Cross Blue Shield of Oregon


Kaiser Permanente


United Health Care (Contact Agency for information)

HealthNet (Contact Agency for information)

Samaritan Health Plans (Contact Agency for information)

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