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REPORTING & ANALYSIS
Custom Reporting
Charon Planning will provide regular reports designed to keep you abreast of program performance,
support observations and findings, promote substantive plan discussions and aid in your benefit
planning process. And we will always provide, interpret and present information in user-friendly
formats that will help you make effective, informed decisions.
We have developed scores of proprietary reports in a variety of formats. However, we understand
that every organization's information needs are unique, so we will not inundate you with unwanted
data and statistics. We will customize your reporting to meet the specific information and cultural
needs of your organization.
Below are just a few of Charon Planning's key report categories - each designed to help you better
understand the dynamics of your benefit programs and make well educated decisions.
Demographics
- A series of employee demographic distribution and enrollment reports and summaries.
- Designed to help you understand underlying work-force factors that impact your plan
performance and costs - putting you in a better position to evaluate plan options.
Plan Design
- An array of detailed and summary level reports providing historical and forward looking
views of plan design and carrier alternatives.
- Designed to aid you in your vendor selection and plan design decision making processes.
Benchmarking
- A variety of surveys and reports that help you understand employee preferences and the
benefit plan trends of similar sized employers in your geographic area.
- Designed to provide insights that can help you remain competitive in the employee marketplace.
Financial Performance
- A litany of reports detailing the historical, current and projected financial performance
of your plans - illuminating specifics such as plan costs, cost sharing, fixed administrative
costs, claims liability, stop loss, costs per employee, coordination of benefits, etc.
- Designed to identify the key financial drivers affecting your plans and detail the financial
impact of plan changes.
- Designed to support your decision making and financial planning process by helping you
understand where your program is going and where it has been.
Plan Claims and Utilization
- An assortment of reports that provide plan utilization and claims experience tracking at the
plan level, including actual versus projected claims activity and high claimant activity.
- Designed to assist in your future budgeting and plan design decisions by providing claim
detail and information that helps you understand how your claims experience will impact current
and future plan costs.
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"... Thank you for your dedication, comprehensiveness, timeliness,
responsiveness and professionalism... Your analyses have been unbelievably thorough and detailed... and
exceeded all of our expectations... "
Maria J. D'Eletto, RN, BSN
CRM Mgr., Disability & Absence Management
TIAA-CREF
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