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Wrap document template 2025

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The document outlines the Health & Welfare Benefit Plan and Summary Plan Description for 'Your Company Name Here', effective from March 1, 2015. It details the plan's administration, eligibility criteria, benefits offered (including medical, dental, vision, life insurance, and disability), claims procedures, compliance with federal laws such as ERISA and HIPAA, and participant rights. The document serves as a comprehensive guide for employees regarding their rights and responsibilities under the plan.

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Click ‘Get Form’ to open the wrap document template in the editor.
Begin by filling out your company name and logo at the top of the document. This personalizes the template and ensures it reflects your organization.
Navigate to Section 1: Introduction. Here, you can provide a brief overview of the health and welfare benefit plan, ensuring clarity for all participants.
Proceed to Section 2: Plan Information. Fill in details such as the name of the plan, employer identification number, and type of plan. Ensure accuracy as this information is crucial for compliance.
In Section 2.1, Administration & Fiduciary, specify who will administer the plan and their responsibilities. This section is vital for establishing accountability.
Continue through each section, providing necessary details about eligibility, benefits, claims procedures, and any other relevant information outlined in the template.
Once all sections are completed, review your entries for accuracy before saving or exporting the document directly from our platform.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the difference between an SPD and a wrap document?

To be in compliance with the 2025 ERISA Wrap SPD requirement, the document must be drawn up by the employer or its agent containing the necessary information. It is then signed by the employer, and a copy is given to every employee eligible to participant in the plan.

Do documents need to be signed?

Although a document must be signed by each party to be considered legally binding, the mere presence of signatures does not guarantee that an agreement is enforceable in court.

What is a wrap document?

For groups with 100 or more plan participants, a WRAP adds the convenience of only having to file one Form 5500 instead of a separate form for each benefit offered by the plan. While an SPD is required to be distributed to all plan participants and their beneficiaries, a WRAP doesnt require distribution.

Does a wrap document need to be signed?

Wrap plans are documents that bundle health and welfare benefits into a single plan document and summary plan description (SPD). These documents help fill in the gaps of required information by wrapping around the insurance certificates, benefit summaries and booklets that describe the full details of the plan.

Does a wrap document need to be distributed?

Employers must distribute the wrap SPD, the underlying insurance carrier and TPA materials (e.g., EOCs, policies, certificates of coverage, benefit summaries, etc.), and SMMs by using measures that are reasonably calculated to ensure actual receipt of the material. U.S. mail and hand delivery will always satisfy this

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What needs to be included in a wrap document?

The written plan document must clearly identify certain basic information about the plan, including: The named fiduciary who will have the authority and responsibility to administer the plan. Procedures for amending and terminating the plan. The source of plan contributions.