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<br />e <br /> <br />e <br /> <br />- ... <br />...-- - <br /> <br />EXHIBIT B <br /> <br />CONSULTING SERVICES <br /> <br />I. Counsel, advise and suggest to the Plan Sponsor a specific set of benefits that will accomplish the aims of the Plan. <br /> <br />2. When a specific set of benefits has been agreed upon, the consultant shall market it and negotiate with appropriate in- <br />surance carriers. <br /> <br />3. Prepare a detailed written report concerning the insurance companies that have been considered. This report will detail <br />basically six aspects: <br />A. Plan Provisions <br />B. Service Facilities <br />C. Net Cost <br />D. Claim Reserves <br />E. Dividends <br />F. Retentions <br /> <br />4. Provide the consulting, underwriting, and planning to initiate a self-funded plan where applicable. <br /> <br />5. Provide the consulting to determine reasonable contribution levels for present benefits. <br /> <br />6. Provide evaluation and underwriting data for contract changes and contract provisions such as benefit increases and <br />decreases. <br /> <br />7. Apprise the Plan Sponsor of the innovations and developments in the field of health and welfare that would be helpful <br />or of interest. <br /> <br />8. Counsel with the Plan Sponsor concerning the financial future of the Plan to ensure the accumulation of proper reserves. <br /> <br />9. Provide medical cost data and medical cost trends in the area involved that would aid in designing the benefits. <br /> <br />10. Coordinate with legal counsel and others in regards to ERISA requirements and information. <br /> <br />II. Assist in the preparation of a Plan Document outlining all benefits and provisions of the Plan. <br /> <br />12. Assist in preparing the announcement material and Summary Plan Description that are designed to advise the Participants <br />of the benefits available and the eligibility requirements. <br /> <br />13. Assist the Plan Sponsor in obtaining proper enrollment data. <br /> <br />14. Consult and assist in designing the required administrative forms: e.g., enrollment cards, claim forms, explanation <br />of benefits, and drafts. <br /> <br />15. Provide for a review of marginal or questionable claims. <br /> <br />16. After the Plan has been implemented, continue to advise and counsel the Plan Sponsor on any problems that may arise <br />in relation to the Plan. <br /> <br />17. Act as "Agent of Record" on the following coverages: <br />Life, Accidental Death an~ Dismemberment, Aggregate Stop loss, Spp~ifi~ Stnp In~~, <br />and nthpr ~nvpr~gp~ whirh thp Pl~n Spnnsnr m~y dp~ign~tp ~t ~ l~t~r dat~ <br /> <br />This service includes competitive bidding of various insured plans as requested. <br /> <br />ex 7/85 <br /> <br />.... <br />