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General Information Firm information – company name, industry Type (SIC) and Headquarters location Excel census including date of birth, sex and dependent status and employment status:  active, disabled, retired or COBRA participation.  The same information is needed for HMO participants. Plan document/booklet and HMO schedule of benefits when applicable Multi-location groups: number of employees at each location by zip The employer’s contribution level PPO network information Carrier history for the past three years including TPA history when applicable along with rates, terms, monthly experience reports.