BN - Plan Type and Benefit Plan Code Job Aid
A Plan Type is the category of benefit provided to employees while the Benefit Plan is the individual option within the Plan Type the eligible employee can choose. Plan Type codes are a two alphanumeric characters used to identify different categories. Plan Types are grouped into nine main categories using the first character to distinguish similar benefits. These nine categories are:
HRS is configured with Plan Type and Benefit Plan codes that are used by Administrators for enrolling and reviewing employee benefits.
|Category|| Numbering Sequence
| Health (State Group Health, Dental, Vision)
|| 10 - 14, 1Y - 1Z
| Life and Accidental Death (SGL, I&F, UW Employees Inc., UIA, and AD&D)
|| 2I - 2V
| Disability (Income Continuation Insurance)|| 3Y - 3Z|
| Savings (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 / Health Savings Accounts|| 60 - 61, 67|
| Retirement (Wisconsin Retirement System)
|| 7V - 7Z
| Simple Benefit (Benefits Billing NSF Fee)|| AX - AZ|
| General (e.g. Deduction Pre-Pay)||00|
There are numerous Benefit Plans for each Plan Type. The following two spreadsheets are references:
PlanTypeBenefitPlanCodes2017.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.
PlanTypeBenefitPlanDeductionCodes2017.xlsx - This spreadsheet is similar to the above mentioned spreadsheet except it includes Deduction codes, Deduction description, and Deduction Priority by year.