BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid
GENERAL DESCRIPTION:
HRS is set up with Plan Types and Benefit Plan codes that are used by Benefit Administrators when enrolling and reviewing employee benefits. A Plan Type is a 2-character identifier for an overall classification of Benefit Plans, while the Benefit Plan is the individual option within the Plan Type an eligible employee can choose.
- Although Plan Types remain the same, Benefit Plans can change over time. You may see additional Benefit Plan Codes on an employee's Base Benefit history that are no longer listed in this KB.
BENEFIT PLAN TYPES:
| Category |
Numbering Sequence
|
Health (State Group Health, Dental, and Vision)
|
10 - 14
|
Life and Accidental Death (SGL, I&F, UW Employees Inc., UIA, and AD&D)
|
2I - 2V
|
Disability (Income Continuation Insurance)
| 3Y - 3Z
|
Savings (Tax Sheltered Annuities [403b plans] and Wisconsin Deferred Compensation)
| 42, 49, 4L - 4S, 4U - 4Z
|
Leave (Paid Time Off)
| 52 |
Flexible Spending Accounts, Limited Purpose Flexible Spending Accounts, and Health Savings Accounts
| 60 - 61, 67
|
Retirement (Wisconsin Retirement System, Federal Thrift)
|
7V - 7Z
|
Simple Benefit (Benefits Billing, and NSF Fee)
| AX - AZ
|
General (e.g. Deduction Pre-Pays)
| 00 |
PAYROLL DEDUCTION SCHEDULE:
The Payroll Deduction Schedule for employees paid on a biweekly schedule is shown below. Craftworker employees pay 100% of their State Group Health insurance
premiums. As a result, their health insurance deductions are split
between the B and A payrolls each month to spread out the cost. Monthly paid employees have all payroll deductions taken on their monthly payroll check.
A Payroll
|
B Payroll
|
C Payroll
|
Wisconsin Retirement System
|
Wisconsin Retirement System |
Wisconsin Retirement System |
Flexible Spending Account
|
Flexible Spending Account |
|
Health Savings Account
|
Health Savings Account |
|
Tax Sheltered Annuity
| Tax Sheltered Annuity | Tax Sheltered Annuity |
Wisconsin Deferred Compensation
| Wisconsin Deferred Compensation | Wisconsin Deferred Compensation |
State Group Health
|
| |
| | State Group Life - Basic, Supplemental, Additional, Spouse
& Dependent
| |
Delta Dental
| | |
Dental Wisconsin (Discontinued 1/1/2019)
|
| |
EPIC Benefits Plus (Discontinued (1/1/2019)
| | |
Vision Insurance Plan
| | |
Individual & Family Life
| | |
Income Continuation Insurance
| | |
UW Employee's Inc.
| | |
Accidental Death & Dismemberment
| | |
General Deductions
| General Deductions | General Deductions |
Deduction codes are prioritized in the payroll so certain deductions are taken before others. The lower the number, the higher the priority for the deduction to be taken. Priority is as follows:
- WRS and Federal retirement (530)
- SGH (540)
- Delta (560)
- EPIC (570) [Plan discontinued 1/1/2019]
- Wisconsin dental (580) [Plan discontinued 1/1/2019]
- VSP (590)
- SGL (610)
- ICI (620)
- Federal Life (630)
- Ind & Fam (640)
- FSA and HSA (660)
- WDC (719)
- TSA and Thrift (720)
- TSA Roth (740).
If there is insufficient pay to cover an insurance premium, the deduction will go into Arrears, and the Payroll will then move
on to the next deduction in the prioritized list. There are a few plans listed above that are not subject to arrears. For more information
on arrears, reference:
BN - Reviewing Arrears Balances .
There are numerous Benefit Plans for each Plan Type. Please reference the following two spreadsheets for more details:
PlanTypeBenefitPlanCodes2019.xlsx - This spreadsheet provides Plan Type codes, Plan Type descriptions, Benefit Plan codes, Benefit Plan descriptions along with references on when Plan Types and Benefit Plans were added or removed by year.
PlanTypeBenefitPlanDeductionCodes2019.xlsx - This spreadsheet is similar to the above mentioned spreadsheet except it includes Deduction codes, Deduction description, and Deduction Priority by year.
ADDITIONAL RESOURCES
Related KBs: Related Links: