2016 ACEC Salary & Benefits Survey

Transcription

1 Washington and Oregon Welcome to the for the Washington and Oregon ACEC members. This year we welcome back our providers at Archbright and the use of their survey platform. You will find few changes to the survey content and minimal changes to navigating the site. Please see below for details on key changes. These changes should make this survey easier to complete. We are truly thankful for your participation in this important industry survey. Your efforts and the information you share critically enhances the quality and value of this report. Key Changes: - Data collected for each job incumbent; a separate entry for each employee. - Adjustments and clarifications added to several questions. Important Dates: - Input Deadline: Friday, July 29, Survey Report Publication: October Effective date of base salary: June 30, 2016 Support Tools & Services: Support Tools and Services are provided to help you with your input and improve the accuracy of the responses. Be sure to download the Survey User Manual and pdf copy of Questionnaire listed below and make a copy for your easy access. Survey User Manual: Click here to download a copy of the User Manual with detailed survey instructions, listings of Job Titles and Job Descriptions and the Professional Leveling Chart. Survey Questionnaire: Click here to download a printable copy of the survey questionnaire to help you prepare and gather your data. For questions about survey content, please contact: Grant McDonald, Managing Principal TRUEbenefits, LLC.grant@truebenefits.net (206) For technical questions about the survey platform, please contact: Archbright Survey Team regionalsurveys@archbright.com (206) Survey Design:There are two (2) sections to this survey. - Section One: NEW Survey Input Form download and upload links and instructions. - Section Two: Company information, demographics and plan practices. You can work on either section at any time. Both will need to be completed, with the Input Form uploaded, to be able submit and participate in the survey. To submit be sure to go to the bottom of the questionnaire and click SUBMIT SURVEY button. Download Jobs Spreadsheet Upload Jobs Spreadsheet

2 SECTION ONE SURVEY INPUT FORM Click on Download Jobs Spreadsheet link above to download the Salary Input Form. You must make a copy of the form and use that file to enter your data and upload to the survey server. Once complete, return to this page and click Upload Jobs Spreadsheet link above to upload your input form and complete section one. Section two must also be completed to submit your survey including this input form. You can exit the survey at any time and return later finish. Click the "Save Temporarily" button at the bottom of the page. SECTION TWO COMPANY INFORMATION, PLAN PRACTICES & BENEFIT INFORMATION You can exit the survey at any time and return later finish. Click the "Save Temporarily" button at the bottom of the page. Questions with an are required questions. We encourage you to answer all questions regardless if required or not as it will provide more depth and value to this survey. 1 Please enter your firm's 2016 Salary & Benefits Survey ID Number. Your ID Number is available in the invitation sent to you. 2 Please select the category that best describes your geographic location. Please select location where a majority of your employees work. Select Select 3 Please indicate each category of service your firm provides. Select all that apply. Civil - Land Development Civil - Sanitary Construction Inspection / Management Electrical Environmental Geotechnical Transportation / Traffic / Highway Industrial Mechanical - HVAC, Piping, Plumbing Mechanical - Machine Design Public Policy / Issues Management Structural Surveying Other; (please specify): 4

3 Please identify the ownership structure of your company. Publicly traded Privately held, C Corp Privately held, S Corp LLC Sole Proprietorship Partnership Unknown Do not wish to disclose 5 Are you an ESOP? Please make every effort to select yes or no to this question. Answering Unknown or Do not wish to disclose, dilutes the data and the value of this survey. Please use these answers sparingly. Unknown Do not wish to disclose 6 Please tell us about your ESOP. If you answered no, unknown or do not wish to disclose to the previous question, please skip this question. What % of company ownership is ESOP? What is the waiting period for eligibility? What is the employer contribution? How many years until fully vested? 7 Which of the following best describes your firm s growth or decline in revenue and/or staff during the specified time periods? Please make every effort to select the average annual growth that most closely identifies your organizations growth or decline. Answering Unknown or Do not wish to disclose, dilutes the data and the value of this survey. Please use these answers sparingly. Average Average annual Average Average annual growth annual annual decline of 10% growth decline of 10% Do not or of 1% of 1% or wish to more to 9% Unchanged to 9% more Unknown disclose Past 3 years Past 12 months

4 8 Which of the following best describes your firm s annual net profit during the specified time periods? Please make every effort to select the annual net profit that most closely identifies your organizations profits. Answering Unknown or Do not wish to disclose, dilutes the data and the value of this survey. Please use these answers sparingly. 15% or 10.0% to 5.0% to more 14.9% 9.9% 4.9% or less Unknown Do not wish to disclose Past 3 years Past 12 months 9 What is the total number of employees in your firm for each location? Please include employees in WA and OR in your World-Wide total. Enter 0 in WA and/or OR if you do not have any employees in that state. Washington Oregon World-Wide Total 10 How many employees: Please include employees in WA and OR in your World-Wide total. Enter 0 in WA and/or OR if you do not have any changes for each category. Washington Oregon World-wide...have been hired by your firm in the past 12 months?...have left or were terminated in the past 12 months? 11 Please indicate your actual and projected wage adjustment budgets for 2016 and Report as a percentage of base salary.

5 ACTUAL wage adjustment budget for 2016 PROJECTED wage adjustment budget for Over the past year, what was your overhead rate per Federal Acquisition Regulations (FAR), (i.e., total indirect costs/direct labor x 100)? Please make every effort to select the FAR that most closely identifies your organization. Answering Unknown or Do not wish to disclose, dilutes the data and the value of this survey. Please use these answers sparingly. 150% or less % % % 201% or more Unknown Do not wish to disclose 13 Does your firm pay for the costs (attorney fees, processing fees, etc.) to obtain any of the following for your employees? Select all that apply. TN Visa H1-B Green Card ne of the above 14 What percentage of the costs does your firm pay for each of the following? If you answered none of the above to the preceding question, please skip this question. % of Costs Paid TN Visa H1-B Green Card 15 What is your firm's standard practice regarding compensation for

6 overtime work in addition to regular pay for EXEMPT employees. overtime allowed additional pay or time off Pay at straight time Comp Time Combination of pay plus comp time set rule Other provisions made; (please specify): 16 Do you have an incentive cash bonus compensation program? 17 What factors are used to determine the amount of bonus pay / profit distribution? Select all that apply if you answered yes to the preceding question. Please skip this question if you answered no to the preceding question. Project Profitability Company Profitability Return on Investment for Owners; (please enter %): Professional Development Individual Performance Client Satisfaction Evaluation by Management Other; (please specify): 18 Indicate the approximate percentage of bonus pay to basic annual salary for each employee group for 2015 cash bonus pay. Leave rows blank if not applicable. Bonus Pay % President / CEO Vice President Majority Owners Principal Professional-level Supervisors / Managerial Staff Professional-level n-supervisory Staff

7 Senior Project Managers Technicians Administrative Staff Marketing Staff 19 Please indicate the automatic adjustments your firm provides for attaining certification or professional licensing. Select all that apply. Spot Bonus; (please specify amount): Salary Increase ne 20 What is your firm s policy regarding paying for or reimbursing the cost of special work expenses for supervisory / managerial personnel? Firm pays nothing Fixed dollar amount 50 to 99% of cost 100% of cost Car furnished Professional licensing fees Association / professional society dues Conference registration fees Conference travel / per diem Military leave compensation 21 What is your firm s policy regarding paying for or reimbursing the cost of special work expenses for non-supervisory / managerial personnel?

8 Firm pays nothing Fixed dollar amount 50 to 99% of cost 100% of cost Car furnished Professional licensing fees Association / professional society dues Conference registration fees Conference travel / per diem Military leave compensation 22 What is your firm s policy regarding paying for or reimbursing the cost of special work expenses for technician personnel? Firm pays nothing Fixed dollar amount Car furnished Professional licensing fees Association / professional society dues Conference registration fees Conference travel / per diem Military leave compensation 50 to 99% of cost 100% of cost

9 23 What is your firm s policy regarding paying for or reimbursing the cost of special work expenses for marketing / administrative personnel? Firm pays nothing Fixed dollar amount 50 to 99% of cost 100% of cost Car furnished Professional licensing fees Association / professional society dues Conference registration fees Conference travel / per diem Military leave compensation 24 Does your firm have a spot award program? 25 Who can nominate employees? If you selected no to the preceding question, please skip this question. Managers Peers Anyone 26 Spot Award Amounts

10 If you selected no to the question regarding spot awards, please skip this question. What is the minimum award amount? What is the maximum award amount? 27 Does your firm pay bonuses for employees who recruit new employees? 28 How are the bonuses calculated? If you answered no to the preceding question, please skip this question. Fixed amount % of salary Variable 29 What is the maximum recruiting bonus? Please specify dollar amount. If you answered no to the question regarding offering bonuses for employees who recruit new employees question, please skip this question. 30 For supervisory / managerial personnel, please indicate whether the general benefits listed are set by Policy, Negotiated, or t Applicable (N/A). Policy Negotiated Vacations / holidays Insurance Special work expenses N/A

11 Retirement plans Bonus plans 31 For non-supervisory / managerial personnel, please indicate whether the general benefits listed are set by Policy, Negotiated, or t Applicable (N/A). Policy Negotiated N/A Vacations / holidays Insurance Special work expenses Retirement plans Bonus plans 32 For technician personnel, please indicate whether the general benefits listed are set by Policy, Negotiated, or t Applicable (N/A). Policy Negotiated Vacations / holidays Insurance Special work expenses Retirement plans N/A

12 Bonus plans 33 For marketing / administrative personnel, please indicate whether the general benefits listed are set by Policy, Negotiated, or t Applicable (N/A). Policy Negotiated N/A Vacations / holidays Insurance Special work expenses Retirement plans Bonus plans 34 Please indicate the total annual number of paid holidays provided by your firm. Enter 0 if you do not provide any paid holidays. 35 Please indicate all paid holidays provided by your firm. Select all that apply. Employee's birthday One floating holiday Two floating holidays Three or more floating holidays New Year's Day Martin Luther King Day President's Day Washington's Birthday Good Friday Memorial Day Independence Day Labor Day Veteran's Day Thanksgiving Day Day after Thanksgiving Christmas Eve - half day Christmas Eve - full day Christmas Day

13 New Year's Eve - half day New Year's Eve - full day Other; (please specify): 36 Does your firm provide a defined benefit pension plan? 37 Which of the following best describes your firm s contribution amount to employees defined benefit pension plan? If you answered no to the preceding question, please skip this question. Less than 1.5% of employees' salaries 1.5% to 4.9% of employees' salaries 5.0% to 6.9% of employees' salaries 7.0% to 9.9% of employees' salaries 10.0% to 14.9% of employees' salaries More than 15% of employees' salaries Other; (please specify): 38 Does your firm provide one of the following? 401(k) Plan SEP/IRA ne of the above 39 Do you use automatic enrollment? If you answered no to the preceding question, please skip this question. 40 Please indicate the number of investment options offered. If you did not select 401(k) plan or SEP/IRA, please skip this question. 41

14 How often do you formally review the investment options? If you did not select 401(k) plan or SEP/IRA, please skip this question. Quarterly Annually Semi-annually Bi-annually Other; (please specify): 42 Does your firm match participants' contributions? If you did not select 401(k) plan or SEP/IRA, please skip this question. 43 What is the maximum matching contribution made under your plan (e.g. maximum % of salary contributed)? If you did not select 401(k) plan or SEP/IRA, please skip this question. 44 What percentage of active participants are deferring enough salary to take full advantage of the maximum employer match? Please specify as a %. If you did not select 401(k) plan or SEP/IRA, please skip this question. 45 What is the participation rate of eligible employees? (Number of eligible divided by number of participating) Please specify as a %. If you did not select 401(k) plan or SEP/IRA, please skip this question. 46 Does your firm make a profit sharing contribution to your 401(k)? If you did not select 401(k) plan or SEP/IRA, please skip this question.

15 47 Is your 401(k) a safe harbor plan? If you did not select 401(k) plan or SEP/IRA, please skip this question. 48 Does your firm offer a stock purchase plan? 49 Which of the following does the program include? Select all that apply. If you answered no to the preceding question, please skip this question. Annual stock sale Stock options Stock incentives Stock bonus Stock purchased with unused vacation / sick leave Other; (please specify): 50 Does your firm finance stock purchases or offer payroll deduction? If you answered no to offering a stock purchase plan, please skip this question. 51 What percentage discount does your firm offer? If you answered no to offering a stock purchase plan, please skip this question. 52 Which of the following is true for your firm? Provide PTO (Paid Time Off), in lieu of vacation and sick leave Provide both vacation and sick leave, which are tracked separately Provide vacation leave - do not have formal sick leave policy Provide sick leave - do not have formal vacation policy Do not track PTO (Paid Time Off) / vacation / sick leave

16 Do not offer PTO (Paid Time Off) / vacation / sick leave 53 How is PTO earned in your firm? Please select the number of days earned after the following terms of employment. Please skip this question if your firm does not offer PTO. >1 Day 1-4 Days 5-9 Days Days Days Days 25+ Days Immediately upon employment 1 year of employment 3 years of employment 5 years of employment 7 years of employment 10 years of employment 15 years of employment 20 years of employment 25 years of employment 30 years of employment 54 What is the minimum number of months of employment required to take PTO? Please skip this question if your firm does not offer PTO. >1 month 2 months 3 months 4 months 5 months 6 months 7 months 8 months 9 months 10 months 11 months 12 (full year)

17 55 Additional information about your firm's PTO Please skip this question if your firm does not offer PTO. Does your firm allow staff to take PTO in advance of earning/accruing it? Can employees "buy" additional days off? Does your firm pay cash for unused PTO? (Do not include pay for unused PTO paid at time of termination/separation.) Does your firm allow for PTO rollover to the next year? 56 PTO rollover policy Please skip this question if your firm does not offer PTO. What is the maximum annual rollover allowance? What is the maximum total PTO accrual allowed? 57 What is the maximum number of sick leave days your firm provides / allows for? (NOT short term disability insurance.) Please select the maximum number of days provided for the following terms of employment. Please skip this question if your firm does not offer sick leave. >1 Day 1-4 Days 5-9 Days Immediately upon employment 1 year of employment 3 years of employment Days Days Days 25+ Days

18 5 years of employment 7 years of employment 10 years of employment 15 years of employment 20 years of employment 25 years of employment 30 years of employment 58 Additional information on your firm's sick leave policy Please skip this question if your firm does not offer sick leave. Does your firm allow conversion of all or part of unused sick leave to vacation time? Does your firm pay cash for unused sick leave? (Do not include pay for unused sick leave paid at time of termination/separation.) Is sick leave accrued year-to-year? Is sick leave accrued up to a specific maximum (either in hours or days)? Is sick leave accrual unlimited, that is, NO maximum? 59 How is vacation earned in your firm? Please select the number of days earned after the following terms of employment. Please skip this question if your firm does not offer vacation leave.

19 >1 Day 1-4 Days 5-9 Days Days Days Days 25+ Days Immediately upon employment 1 year of employment 3 years of employment 5 years of employment 7 years of employment 10 years of employment 15 years of employment 20 years of employment 25 years of employment 30 years of employment 60 What is the minimum number of months of employment required to take vacation? Please skip this question if your firm does not offer vacation leave. >1 month 2 months 3 months 4 months 5 months 6 months 7 months 8 months 9 months 10 months 11 months 12 (full year) 61 Additional information about your firm's vacation policy Please skip this question if your firm does not offer vacation leave. Does your firm allow staff to take paid vacation in

20 advance of earning / accruing it? Can employees "buy" additional days off? Does your firm pay cash for unused vacation? (Do not include pay for unused vacation time paid at time of termination/separation.) Does your firm allow for vacation rollover to the next year? 62 If you allow vacation rollover, what is the maximum annual vacation rollover allowance? Please skip this question if your firm does not offer vacation leave. 63 Other Personal/Individual Time Off Do you permit employees to have personal/individual time off without pay in addition to other entitlements? Do you permit employees to have personal/individual time off with pay in addition to other entitlements? 64 How many days per year for personal/individual time off without pay? If you answered no to the preceding question, please skip this question. 65 Does your firm offer paid maternity / paternity leave? Select all that apply. Employees may use PTO Employees may use sick Employees may use

21 for maternity leave leave for maternity leave vacation for maternity leave Maternity leave is covered under our short term disability benefit Employees may use company-paid maternity leave paid maternity leave available Employees may use PTO for paternity leave Employees may use sick leave for paternity leave Employees may use vacation for paternity leave Employees may use company-paid paternity leave paid paternity leave available 66 Does your firm have a bereavement leave policy? 67 How many days of paid bereavement leave does your firm offer per year? If you answered no to the preceding question, please skip this question. 1 to 5 business days 6 to 10 business days Unlimited Manager's discretion 68 Does your firm have a jury duty leave policy? 69 How many days of paid jury duty does your firm offer per year? If you answered no to the preceding question, please skip this question. 1 to 5 business days 6 to 10 business days Unlimited Manager's discretion 70 Does your firm allow sabbaticals?

22 71 Please provide additional information below regarding your sabbatical policy. If you answered no to the preceding question, please skip this question. What is the maximum allowed length of sabbaticals in weeks? Sabbaticals are allowed after how many years of employment? 72 Does your firm have a tuition reimbursement plan? 73 What is your firm s policy regarding paying for, or reimbursing, the cost of tuition for job-related courses? If you answered no to the preceding question, please skip this question. Firm pays nothing Percent based on course grade 50-99% of tuition 100% of tuition Professional-level Supervisory / Managerial Personnel Professional-level n-supervisory Personnel Technicians / Designers Administrative / Marketing 74 Please provide additional information on your Tuition Reimbursement policy. If your firm does not offer tuition reimbursement, please skip this question.

23 Does your firm pay for non-job related tuition expenses? Is there a minimum grade required for tuition reimbursement? Is prior approval required for tuition reimbursement? Is tuition reimbursement advanced (vs. paid upon course completion)? 75 What is the maximum annual amount of tuition reimbursement your firm covers? Please specify dollar amount. If your firm does not offer tuition reimbursement, please skip this question. 76 Are employees required to pay part (or all) of the tuition back if they leave the company within 12 months of course completion? If your firm does not offer tuition reimbursement, please skip this question. 77 What is your firm s policy regarding flextime? flex allowed Permanent flex only Professional-level Supervisory / Managerial Personnel Professional-level n-supervisory Personnel Technicians / Designers Temporary flex only Either perm or temp flex

24 Administrative / Marketing 78 What is your firm s policy regarding telecommuting? Permanent Temporary Either perm or telecommuting telecommuting telecommuting temp allowed only only telecommuting Professional-level Supervisory / Managerial Personnel Professional-level n-supervisory Personnel Technicians / Designers Administrative / Marketing 79 What is your firm s policy regarding transportation subsidies? ne Fixed dollar amount Professional-level Supervisory / Managerial Personnel Professional-level n-supervisory Personnel Technicians / Designers Administrative / Marketing % of expenses 100% of expenses

25 Health & Welfare Benefits Costs and Practices Definitions for questions below: Total health benefit cost includes all medical, dental, prescription drug, and vision benefits - claims and administrative costs, or premium total - for active employees plus their covered dependents, including employee contributions (payroll deductions), if any. Payroll includes all compensation prior to taxes, and includes PTO / vacation / sick leave. Number of covered employees is average monthly number of covered employees for How much does your firm pay on average per employee per year for health (medical + dental + vision) benefits? Calculation = 2015 Total Annual Benefit Cost 2015 Number of Covered Employees Please specify a dollar amount for medical, dental & vision benefits. Enter 0 if you do not pay any portion of your firms medical, dental and vision benefits. If you self-fund any plans, please include claims and TPA costs. The goal is to identify total health plan costs per employee vs. per member. 81 What is your average annual total health cost (medical + dental + vision) per employee? Calculation = 2015 Total Annual Benefit Cost 2015 Total Payroll Less than 5% of payroll 5-9.9% of payroll % of payroll 15-20% of payroll More than 20% of payroll We do not provide medical, dental or vision benefits for our employees 82 Are employees allowed to waive health (medical + dental + vision) coverage?, with no proof of coverage required, if they provide proof of other coverage N/A 83 Does your organization offer employees a cash amount in lieu of

26 coverage? N/A ; please indicate how much you pay or how you compensate employees who waive coverage: 84 Approximately what percentage of employees currently waive coverage? N/A Less than 4% Between 5 and 9% Between 10 and 14% Between 15 and 19% 20% or more 85 Does your firm offer a wellness program? 86 If you do not currently offer a wellness program, are you considering implementing one in the future? If you answered yes to the preceding question, please skip this question. Don't know 87 Does your wellness program include any of the following? Select all that apply. If your firm does not offer a wellness program, please skip this question. Health risk assessment Biometric testing Tobacco cessation Weight management programs On-site shower facilities On-site gym or subsidized gym 88

27 Does your wellness program include an incentive program / rewards to employees who participate? If your firm does not offer a wellness program, please skip this question. 89 Which of the following best describes the incentives offered for participation in your wellness program? If your firm does not offer a wellness program, please skip this question. Cash incentive; (please specify amount): Premium reduction (reduce employee's share of premium costs) Other; (please specify): 90 What percentage of your employees participate in the wellness program? If your firm does not offer a wellness program, please skip this question. 0 to 10% 11 to 25% 26 to 50% 51 to 75% 76% or more 91 Does your firm offer an Employee Assistance Program? 92 How many medical plan choices does your firm offer employees? medical coverage offered 93

28 Do you require documentation (i.e, Marriage license, Certificate of Domestic Partnership, birth or adoption certificate, etc.) to add a dependent to your medical plan? If your firm does not offer medical plan coverage, please skip this question. We require documentation We do not require documentation t eligible on the plan Adding dependent 94 When are new employees eligible for medical benefits? 1st of month following date of hire (or on hire date if 1st of month) 1st of month following 30 days of hire date 1st of month following 60 days of hire date 90 days from date of hire medical coverage offered Other; (please specify): 95 Are you using the new ACA measurement and stability eligibility tracking periods for any class(es) for employees? We do not meet ACA minimum eligibility requirements. We do not offer an eligible plan under ACA requirements. 96 How many hours per week must an employee work to qualify for medical benefits? Less than 20 hours 20 to 24 hours 25 to 29 hours 30 to 34 hours 35 to 39 hours Minimum of 40 hours medical coverage offered 97 Please indicate the medical plan type for your plan(s). If your firm does not offer medical coverage, please skip this question.

29 Health Maintenance Organization (HMO) Preferred Provider Organization (PPO) HDHP with Health Savings Account (HSA) HDHP with Health Reimbursement Account (HRA) Point-ofService Plan (POS) Plan 1 Plan 2 Plan 3 Plan 4 98 Please indicate your firm's annual contributions to employees' Health Savings Accounts (HSA). Enter "0" if no contributions are made. Enter "N/A" if not applicable. Employee only coverage Family coverage Plan 1 Plan 2 Plan 3 Plan 4 99 Please indicate your firm's annual contributions to employees' Health Reimbursement Accounts (HRA). Enter "0" if no contributions are made. Enter "N/A" if not applicable. Employee only coverage Employee plus Employee plus spouse/domestic child/children partner Plan 1 Plan 2 Plan 3 Plan How are your medical plan(s) funded? Employee plus family

30 If your firm does not offer medical coverage, please skip this question. Self-funded Fully insured Plan 1 Plan 2 Plan 3 Plan Which company/companies do you use for medical coverage? Please enter the carrier name or TPA, as appropriate. If your firm does not offer medical coverage, please skip this question. Third Party Administrator (TPA) Insurance Carrier Plan 1 Plan 2 Plan 3 Plan Please indicate the total annual fixed administrative costs PEPM (per employee per month) for any self-funded medical plan(s). Fixed administrative costs are the sum total of specific stop-loss premiums, aggregate stop-loss premiums, and TPA admin fees. If your firm does not offer medical coverage, please skip this question. Total annual fixed admin cost Plan 1 Plan 2 Plan 3 Plan Please provide the following information about your medical plan deductibles and out-of-pocket maximums. If your plan has different in-network and out-of-network benefit levels and maximums, please answer

31 the following based on in-network only. This information can be found in your plan booklet or plan summary. If your plan doesn't have a deductible or out-of-pocket maximum, please leave the box blank (most likely for an HMO). Please include the deductible when entering the out-of-pocket maximum for either individual or family. If your firm does not offer medical coverage, please skip this question. Individual (per member) deductible Family deductible Individual (per member) out-ofpocket maximum (include individual deductible in this total) Family out-ofpocket maximum (include family deductible in this total) Plan 1 Plan 2 Plan 3 Plan What is the primary care (PCP) office visit copay for your medical plan? If your firm does not offer medical coverage, please skip this question. Plan does not have office visit copays $0 to $9 $10 to $19 $20 to $29 $30 to $40 More than $40 Plan 1 Plan 2 Plan 3 Plan What is the office visit copay for specialists for your medical plan? If your firm does not offer medical coverage, please skip this question. Plan does not have office visit $0 to $20 to $40 to $60 to More than

32 copays $19 $39 $59 $80 $80 Plan 1 Plan 2 Plan 3 Plan What is the coinsurance for most in-network services for your medical plan? If your firm does not offer medical coverage, please skip this question. Plan covers Plan covers Plan covers Plan covers Plan covers 100% / 90% / 80% / 70% / 50% / Member's Member's Member's Member's Member's responsibility responsibility responsibility responsibility responsibility is 0% is 10% is 20% is 30% is 50% Other Plan 1 Plan 2 Plan 3 Plan What is the coinsurance for most non-network services or your medical plan? If your firm does not offer medical coverage, please skip this question. Plan covers Plan covers Plan covers Plan covers Plan covers 100% / 90% / 80% / 70% / 50% / Member's Member's Member's Member's Member's responsibility responsibility responsibility responsibility responsibility is 0% is 10% is 20% is 30% is 50% Other Plan

33 1 Plan 2 Plan 3 Plan Do your medical plan(s) have a separate deductible for prescription drugs? If your firm does not offer medical coverage, please skip this question. Don't know Plan 1 Plan 2 Plan 3 Plan What is the copay for generic or tier 1 prescription drugs for your medical plan? Do not count preventive care drugs available at no charge. If your firm does not offer medical coverage, please skip this question. copay coinsurance $0 applies $5 $6 - $11 - $16 - $21 - $26 - $31 $10 $15 $20 $25 $30 $35 Plan 1 Plan 2 Plan 3 More than $35

34 Plan Does your medical plan have a "mandatory generic" requirement? In general this means that if a generic drug is available, but the prescription is filled using a brand-name drug, the plan benefit is less. If your firm does not offer medical coverage, please skip this question. Don't know Plan 1 Plan 2 Plan 3 Plan What is the copay for preferred brand name or tier 2 prescription drugs for your medical plan? If your firm does not offer medical coverage, please skip this question. copay coinsurance applies $0 $20 $21 $30 $31 $40 $41 $50 $51 $60 More than $60 Plan 1 Plan 2 Plan 3 Plan What is the copay for preferred brand name or tier 3 prescription drugs?

35 npreferred Brands copay are NOT coinsurance $0 COVERED applies $40 $41 $50 $51 $60 $61 $70 $71 $80 More than $80 Plan 1 Plan 2 Plan 3 Plan Are vision benefits provided by your firm? Additional coverage rider under our medical plan(s) Separate vision coverage plan vision coverage 114 How many dental plan choices does your firm offer? 1 Plan 2 Plans 3 Plans dental coverage 115 Please indicate the type(s) of dental plans offered by your firm. Select all that apply. If your firm does not offer dental coverage, please skip this question. Indemnity PPO HMO Other; please describe: 116 What is the individual (per member) deductible for each of your dental plans? If your firm does not offer dental coverage, please skip this question.

36 $0 $25 $50 More than $50 Plan 1 Plan 2 Plan What is the family deductible maximum for each of your dental plans? If your firm does not offer dental coverage, please skip this question. 2x individual deductible 3x individual deductible maximum Plan 1 Plan 2 Plan What is the individual (per member) annual benefit maximum for each of your dental plans? If your firm does not offer dental coverage, please skip this question. $1,000 $1,500 $2,000 More than $2,000 Plan 1 Plan 2 Plan Are orthodontia benefits available on each of your dental plans?

37 - for children - for children and adults ONLY ortho benefits Plan 1 Plan 2 Plan What is the individual (per member) orthodontia lifetime maximum for each of your dental plans? If your firm does not offer dental coverage or orthodontia coverage, please skip this question. $1,000 $1,500 $2,000 More than $2,000 Plan 1 Plan 2 Plan Does your firm pay for post-retirement health care? 122 Please list the total monthly cost / premium per tier for post-retirement healthcare. This is the amount charged by the Insurance Carrier if fully-insured, or the Budget Rates if self-funded. If a listed tier is not applicable to your organization, leave blank. If your rates are combined, i.e. "Employee plus Spouse," please subtract the Employee-only rate from the combined to find the cost for dependent tiers. If you answered no to the preceding question, please skip this question. Leave rows blank if not applicable. Employeeonly Spouse/DP Child(ren) Medical Plan 1 Medical Plan 2 1 Dependent 2+ Dependents

38 Medical Plan 3 Medical Plan 4 Vision (if stand-alone plan) Dental Plan 1 Dental Plan 2 Dental Plan Does your firm assess a "tobacco-user" surcharge to employee contributions? Being considered for future Unknown 124 Which of the following best describes the tobacco-user surcharge that you are currently using? If you did not answer yes in the preceding question, please skip this question. $25 or less per month $25 to $49 per month $50 to $74 per month $75 or $99 per month $100 or more per month 125 How does your firm calculate its monthly contribution towards employee-only coverage? Firm contributes a flat, set monthly amount Firm contributes a percentage Medical Plan 1 Medical Plan 2 Medical Plan 3 Do not contribute to this plan Do not offer this plan

39 Medical Plan 4 Vision (if stand-alone plan) Dental Plan 1 Dental Plan 2 Dental Plan If you contribute a flat monthly amount, please specify the flat monthly amount contributed to employee-only coverage for each benefit. Leave rows blank if not applicable. this question. If your firm does not contribute a flat monthly amount, please skip MONTHLY contribution amount Medical Plan 1 Medical Plan 2 Medical Plan 3 Medical Plan 4 Vision (if stand-alone plan) Dental Plan 1 Dental Plan 2 Dental Plan If you contribute a percentage amount, please select the percentage your firm contributes to employee-only coverage. Leave rows blank if not applicable. If your firm does not contribute a percentage amount, please skip this question. 100% 90 99% 80 89% Medical Plan 1 Medical Plan % 60 69% 50 59% Less than 50%

40 Medical Plan 3 Medical Plan 4 Vision (if stand-alone plan) Dental Plan 1 Dental Plan 2 Dental Plan How does your firm calculate its monthly contribution towards spouse / domestic partner coverage? Leave rows blank if not applicable. Firm contributes a flat, set monthly amount Firm contributes a percentage Medical Plan 1 Medical Plan 2 Medical Plan 3 Medical Plan 4 Vision (if stand-alone plan) Dental Plan 1 Dental Plan 2 Dental Plan 3 Firm contributes nothing (employee pays 100%) Do not offer this plan

41 129 If you contribute a flat monthly amount, please specify the flat monthly amount contributed to spouse / domestic partner coverage. Leave rows blank if not applicable. If your firm does not contribute a flat monthly amount, please skip this question. MONTHLY contribution amount Medical Plan 1 Medical Plan 2 Medical Plan 3 Medical Plan 4 Vision (if stand-alone plan) Dental Plan 1 Dental Plan 2 Dental Plan If you contribute a percentage amount, please select the percentage your firm contributes to spouse / domestic partner coverage. Leave rows blank if not applicable. If your firm does not contribute a percentage amount, please skip this question. 100% 90 99% 80 89% Medical Plan 1 Medical Plan 2 Medical Plan 3 Medical Plan 4 Vision (if stand-alone plan) Dental Plan % 60 69% 50 59% Less than 50%

42 Dental Plan 2 Dental Plan What is the term for coverage for employees with spouses / domestic partners who are eligible for coverage through their employer? Are not eligible for coverage Are eligible but are assessed a surcharge Are eligible and not assessed a surcharge May consider a surcharge in the future 132 What is the assessed surcharge for employees with spouses / domestic partners who elect your firms coverage over their own employers coverage? Please specify dollar amount. If you answered they are not eligible in the preceding question, please skip this question. 133 How does your firm calculate its monthly contribution towards child / children coverage? Skip if not applicable to your firm. Firm contributes a flat, set monthly amount Firm contributes a percentage Medical Plan 1 Medical Plan 2 Medical Plan 3 Medical Plan 4 Vision (if stand-alone plan) Firm contributes nothing (employee pays 100%)

43 Dental Plan 1 Dental Plan 2 Dental Plan If you contribute a flat monthly amount, please specify the flat monthly amount contributed to child / children coverage. Leave rows blank if not applicable. If your firm does not contribute a flat monthly amount, please skip this question. MONTHLY contribution amount Medical Plan 1 Medical Plan 2 Medical Plan 3 Medical Plan 4 Vision (if stand-alone plan) Dental Plan 1 Dental Plan 2 Dental Plan If you contribute a percentage amount, please select the percentage your firm contributes to child / children coverage. Leave rows blank if not applicable. If your firm does not contribute a percentage amount, skip this question. 100% 90 99% 80 89% Medical Plan 1 Medical Plan 2 Medical Plan 3 Medical Plan % 60 69% 50 59% Less than 50%

44 Vision (if stand-alone plan) Dental Plan 1 Dental Plan 2 Dental Plan Does your firm offer employer-paid group life insurance to employees? 137 Do all employees receive the same benefit amount? (i.e., 1x annual salary, flat $50,000, etc.) If you answered no to the preceding question, please skip this question. 138 Employer-paid group life insurance is available to all employees as: If you do not offer employer-paid group life insurance, please skip this question. 1x annual salary; (please specify max benefit amount:) 1.5x annual salary; (please specify max benefit amount:) 2x annual salary; (please specify max benefit amount:) 2.5x annual salary; (please specify max benefit amount:) 3x annual salary; (please specify max benefit amount:) Flat benefit amount (not based on salary); (please specify flat benefit amount:) 139 Please specify the maximum benefit or flat benefit for employer-paid group life insurance. Leave rows blank if not applicable.

45 Max Benefit / Flat Amount Max/Flat Amount 140 Do all employees receive the same short term disability benefit amount? N/A; short term disability benefits not offered 141 Employer-paid short term disability is available to all employees as: If you answered no to the preceding question, please skip this question. 70% of weekly salary 66 2/3% of weekly salary 60% of weekly salary 50% of weekly salary Less than 50% of weekly salary 142 Please specify the maximum weekly short term disability benefit. Leave blank if not applicable. Max Weekly Benefit Max Weekly Benefit 143 What is the waiting period for short term disability benefits? i.e., "7 days for illness, 0 days for accident" - which means benefits start on the 8th day for illness and on the 1st day for an accident. If your firm does not offer short term disability, please skip this question. 7 days for illness, 0 days for accident 7 days for illness or accident 14 days for illness or accident 30 days for illness or accident Other; (please specify): 144 What percentage of premium does your firm pay towards employees' premiums / costs for short term disability? Please specify as a %. If your firm does not offer short term disability, please skip this question.

46 145 Do all employees receive the same long term disability benefit amount? N/A; long term disability benefits not offered 146 Employer-paid long term disability is available to all employees as: 70% of weekly salary 66 2/3% of weekly salary 60% of weekly salary 50% of weekly salary Less than 50% of weekly salary ne 147 Please specify the maximum monthly long term disability benefit. Leave blank if not applicable. Max Monthly Benefit Max Monthly Benefit 148 What is the elimination period for long term disability benefits? If your firm does not offer long term disability benefits, please skip this question. 30 days 60 days 90 days 180 days Other (please specify): 149 What percentage of premium does your firm pay towards employees' premiums / costs for long term disability? Please specify as a %. If your firm does not offer long term disability benefits, please skip this question.

47 150 Does your firm offer employer-paid and administered salary continuation? 151 What are the limits of your medical salary continuation policy? If you answered no to the preceding question, please skip this question. Limit Percentage of salary / wages continued Length of policy - maximum number of days 152 What voluntary / supplemental coverage is offered at your firm? (These are policies that are paid for entirely by the employee, if elected.) Select all that apply. Supplemental individual long term disability Voluntary life and/or AD&D (Accidental Death & Dismemberment) Voluntary dependent life and/or AD&D (for dependent children and/or spouses) Accident insurance Cancer / specified-disease insurance Critical care & recovery insurance Hospital confinement indemnity insurance Hospital intensive care insurance ID theft insurance Pet insurance Group auto / home insurance Legal benefits ne of these 153 Does your firm offer long term care insurance to employees? 154 Is your long term care insurance: If you answered no to the preceding question, please skip this question. Voluntary - employee pays entire premium Subsidized - employer pays all or part of premium

48 155 Please indicate any health benefit cost-sharing strategies your organization is using or has planned for Raised or will raise employee contribution percentage Will amend or reduce plan benefits to reduce plan costs Will not change (increase) cost-sharing Do not offer nor plan on offering cost-sharing Unknown 156 Cost-sharing strategies - have you considered: Already offer Don't know... offering a base / buy-up plan to help offset the increasing cost of healthcare?... transitioning to a private exchange / defined contribution platform?... implementing a more managed wellness or population health management initiative? 157 Alternative plan financing strategies - have you considered:... having a self-funded, or a partially self-funded health plan, to help offset the increasing cost of healthcare?... a captive stop loss program to give you access to surpluses (if generated) in "good" years? Already offer Don't know

49 158 Please indicate supplemental benefits for the following employee groups: Select all that apply. CEO Senior Other Executive Management Employees n-qualified retirement plan Car allowance / vehicle Financial counseling services Legal counseling services Club memberships Supplemental medical insurance Supplemental life insurance Supplemental LTD Cellular phone Deferred compensation plan Supplemental vacation days Personal computer N/A; Benefit not offered

50 Sabbaticals Parking 159 Congratulations! You have reached the end of the survey. If you are satisfied with your responses, please click the "Submit Survey" button below to complete your submission. You will be given the opportunity to print or save your responses on the next page. If you have any additional comments or clarification about your submitted data, please use the text box below. Download Jobs Spreadsheet Upload Jobs Spreadsheet = Required 100% Done Close This Window