Reporting
Aggregate reports on the life and LTD products are available from this site. Specific reports on the status of a claim or a loss history for a member school can be obtained from the Trust Director.
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Summary Annual Report
May 7, 2008
Agenda - April 25, 2008
Agenda - April 15, 2008
Agenda - April 10, 2008
Claims Summary
UHC Claims Summary by Participant
- 2007 - Winston School San Antonio
- 2007 - Winston School Dallas
- 2007 - Westminster
- 2007 - Ursuline Academy
- 2007 - Trinity School
- 2007 - St Stephens
- 2007 - St Marks
- 2007 - St Johns
- 2007 - St John's Episcopal
- 2007 - St Francis
- 2007 - Parish Episcopal
- 2007 - Lamplighter
- 2007 - Kinkaid
- 2007 - Keystone
- 2007 - ISAS HQ
- 2007 - Hockaday
- 2007 - Good Shepherd
- 2007 - Greenhill
- 2007 - Episcopal School Dallas
- 2007 - Episcopal High
- 2007 - John Cooper School
- 2007 - Casady School
February 6, 2008
- Packet updates
Attachment T7 (new); Attachment T8 (revised) - Feb 6, 2008 Packet
Trustee Agenda and associated Attachments (updated as of 2/4/08)
May 10, 2006
April 20, 2006
- Agenda
- Minutes - Exhibit A
- Wellness Implementation Update - Exhibit B
- ISAS Total PEPM - Exhibit C
- Medical Admin Fee Breakdown and Summary - Exhibits D & K
- Dental Admin Fee Breakdown - Exhibit E
- COBRA & FSA Admin Fees - Exhibits F & L
- Performance Guarantees - Exhibits G, H, I & M
- Marketing Discount Summary - Exhibit J
February 8, 2006
- Agenda
- Minutes - Exhibit A
- Bylaws - Exhibit C
- Third-Party Policy - Exhibit D
- December FS - Exhibit E
- Experience Rating - Exhibit F
- Prescription Drug Review - Exhibit G
- Wellness Program Recommendation - Exhibit I
- Snapshot of Program Differences - Exhibit J1
- Overall & School-Specific Results of Network Repricing - Exhibits J2 & J3
- Exhibit J4
January 27, 2006
- Agenda 1-27-06
- Minutes - Exhibit A
- Wellness Executive Summary - Exhibit B1
- Wellness Slides - Exhibit B2
- WinningHabits Acquisition - Exhibit C
- Variance - Exhibit D
- Disruption Analysis - Exhibit E,F
- RFI Responses (Revised) - Exhibit G
January 30, 2006
October 26, 2005
October 25, 2005
September 21, 2005
- Agenda
- Minutes
- Exhibit L - HM Presentation
- Exhibit A - Minutes
- Exhibit B - Executive Minutes June 2005
- Exhibit C - Executive Minutes August 2005
- Exhibit D - Prints with LEGAL paper
- Exhibit E - Ratification
- Exhibit F - Participation Agreement
- Exhibit G - Plan Document
- Exhibit H - SPD
- Exhibit I1 & I2 (print both tabs)
- Exhibit J - 2006 Budget
- Exhibit K - Banking Procedures
August 18, 2005
August 2005
- Agenda
- Minutes
- Draft SPD - Exhibit B
- Draft Participation Agreement - Exhibit C
- Draft Plan Document - Exhibit D
- COBRA Exhibit E
May & June 2005
Westminster School's admission into the Trust effective August 1, 2005.
April 25, 2005
May 4, 2005
April 20, 2005
April 15, 2005
April 5, 2005
Documents
- Large Claim Report-9-1-05 to 8-31-06 as of 4-30-06
Large claim report (stop Loss) - Large Claims Report - 9-1-05 to 8-31-06 as of 3-31-06
- Large Claims Report - 9-1-05 to 8-31-06 as of 2-28-06
- Large Claims Report - 9-1-05 to 8-31-05 as of 2-28-06
- Large Claims Report - 9-1-05 to 8-31-06 as of 1-31-06
- Large Claims Report - 9-1-04 to 8-31-05 as of 1-31-06
- Large Claims Report - 9-1-05 to 8-31-06 as of 12-31-05
- Large Claims Report - 9-1-04 to 8-31-05 as of 12-31-05
- Large Claims Report - 9-1-05 to 8-31-06 as of 10-31-05
- Large Claim Report - 9-1-04 to 8-31-05 as of 10-31-05
- Large Claims Report - 9-1-03 to 8-31-04
- Large Claims Report - 9-1-02 to 8-31-03
July 14, 2004
November 2004
July 26, 2004
Experience Rating Reports
- Fiscal YEar 2007 - As of March 31, 2006
- Fiscal Year 2006 - As of February 28,2006
- Fiscal Year 2006 - As of January 31, 2006
- Fiscal Year 2006 - As of December 31, 2005
- Fiscal Year 2006 - As of October 31, 2005
- Fiscal Year 2005 - As of August 31, 2005
- Fiscal Year 2005 - As of February 28, 2005
- Fiscal Year 2005 - As of December 31, 2004
- Fiscal Year 2005 - As of August 31, 2004
Experience Reports
- Inception to Date as of 4-30-06
- FY 06 Utilization as of 4-30-06
- FY 05 Utilization
- Fiscal Year 2005 Stub
- Fiscal Year 2004
- Fiscal Year 2003
- Fiscal Year 2002
Reserve Graph
This graph indicates the free reserves and TDI cash reserves as of the fiscal year-end from 1996 forward.
Daily Cash Graphs
These graphs indicate the daily cash balances by fiscal year.
April 30, 2008
February 9, 2005
January 26, 2005
- Agenda
- Minutes
- Holmes Murphy
- Lockton Dunning Part 1 of 3
- Lockton Dunning Part 2 of 3
- Lockton Dunning Part 3 of 3
- Willis
Fiscal Year Audit Reports
Below are the audit reports for prior closed fiscal years.
- Fiscal Year 2005
- Fiscal Year 2005 Management Letter
- Fiscal Year 2005 Stub Period
- Fiscal Year 2004
- FY 04 Budget Slide
- Fiscal Year 2003
- FY 03 Budget Slide
- Fiscal Year 2002
January 30, 2008
Summary Annual Report
December 15, 2004
November 3, 2004
Current Fiscal Year Financial Statements and Budget Reporting
Below are the financial statements and budget reports for the current fiscal year.
May 9, 2006
Form 5500
September 22, 2004
February 1, 2006
- Agenda
- Minutes - Exhibit A
- Bank One Account Analysis - Exhibit B
- Experience Rating Analysis - Exhibit C
October 27, 2004
October 25, 2005
August 17, 2004
August 16, 2005
July 22, 2004
May 3, 2005
- Agenda
- Minutes
- Benefit Change Memo
- Westminster School Audit Report
- Westminster School Interim Report