Whitney Smith Co

Dallas/Fort Worth Metroplex 2024 Employee Benefits Survey Questionnaire
 

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Participant Data and Paid Time Off Benefits
















2. Paid Time Off





How many PTO days does an employee receive each year?
Part-time Full-time Management Executives
How many PTO days are provided each year based on years of service?
Part-time Full-time Management Executives
6 months
1 year
2 years
3 years
4 years
5 years
10 years
15 years
20 years
25 years
30+ years










3. Vacation



How many vacation days does an employee receive each year?
Part-time Full-time Management Executives
How many vacation days are provided each year based on years of service?
Part-time Full-time Management Executives
6 months
1 year
2 year
3 years
4 years
5 years
10 years
15 years
20 years
25 years
30+ years










4. Sick Leave



How many sick days does an employee receive each year?
Part-time Full-time Management Executives
How many sick days are provided each year based on years of service?
Part-time Full-time Management Executives
6 months
1 year
5 years
10+ years












5. Extended Illness Account






6. Holidays



How many paid holidays do you provide for employees each year?
Part-time Full-time Management Executives
Scheduled or Fixed Holidays
Floating Holidays

Leave, Medical and Dental Benefits

7. Personal Days



Number of personal days provided to employees




How many personal days does an employee receive each year based on their length of service?
Part-time Full-time Management Executives
6 months
1 year
5 years
10 years
15 years
20+ years








8. Other Paid Absences

How many days of paid time off do you provide employees for the following absences?
Part-time Full-time Management Executives
Bereavement for Immediate Family
Bereavement for Other Relatives or Close Friends
Jury Duty
Military Duty
Wedding and/or Honeymoon
Birthday (if not included in personal days)

9. Medical Leaves of Absence (FMLA and Parental)

Family and Medical Leave



Please mark all that apply.




How many more weeks of paid or unpaid time does your organization provide in addition to the 12 weeks required by the FMLA?
Unpaid Paid
Employee’s Own Medical Care
Children’s Medical Care
Parents’ Medical Care
If your organization is not covered by the Family and Medical Leave Act, how many weeks of paid and unpaid leave per year do you offer your employees for the following reasons?
Unpaid Paid
Employee’s Own Medical Care
Children’s Medical Care
Parents’ Medical Care
Total Amount of Leave Available to an Employee Per Year

Parental Leave



How many weeks of paid or unpaid leave does your organization provide for the following reasons?
Unpaid Paid
Birthing (pregnancy/birth)
Bonding (includes adoption and foster care)

10. Personal/Educational Leaves of Absence

How many weeks of paid (not including the previously reported types of paid absences) or unpaid leave does your organization offer employees for the following reasons?
Unpaid Paid
Personal
Educational

11. Medical Benefits



Part-time (P-T) Benefit Eligibility


Full-time (F-T) Benefit Eligibility




Traditional Indemnity





Deductible Information
Deductible (Individual) Deductible (Family)  Benefits %
In-Network
Out-of-Network
Prescription Drug Card Copay



Cost-Sharing Options

Gross Monthly Premium % Paid by Part-Time Employee % Paid by Full-Time Employee  % Paid by Exec Employee
Employee Only
EE + 1 or EE + Spouse
EE + Child
EE + 2 or more or EE + Family
Preferred Provider (PPO)





Deductible Information
Deductible (Individual) Deductible (Family)  Benefits %
In-Network
Out-of-Network
Prescription Drug Card Copay



Cost-Sharing Options

Gross Monthly Premium % Paid by Part-Time Employee % Paid by Full-Time Employee  % Paid by Exec Employee
Employee Only
EE + 1 or EE + Spouse
EE + Child
EE + 2 or more or EE + Family
Point of Service (POS)





Deductible Information
Deductible (Individual) Deductible (Family)  Benefits %
In-Network
Out-of-Network
Prescription Drug Card Copay



Cost-Sharing Options

Gross Monthly Premium % Paid by Part-Time Employee % Paid by Full-Time Employee  % Paid by Exec Employee
Employee Only
EE + 1 or EE + Spouse
EE + Child
EE + 2 or more or EE + Family
Health Maintenance (HMO)





Deductible Information
Deductible (Individual) Deductible (Family)  Benefits %
In-Network
Out-of-Network
Prescription Drug Card Copay



Cost-Sharing Options

Gross Monthly Premium % Paid by Part-Time Employee % Paid by Full-Time Employee  % Paid by Exec Employee
Employee Only
EE + 1 or EE + Spouse
EE + Child
EE + 2 or more or EE + Family
Health Savings Account (HSA)







Deductible Information
Deductible (Individual) Deductible (Family)  Benefits %
In-Network
Out-of-Network
Prescription Drug Card Copay



Cost-Sharing Options

Gross Monthly Premium % Paid by Part-Time Employee % Paid by Full-Time Employee  % Paid by Exec Employee
Employee Only
EE + 1 or EE + Spouse
EE + Child
EE + 2 or more or EE + Family
Exclusive Provider (EPO)





Deductible Information
Deductible (Individual) Deductible (Family)  Benefits %
In-Network
Out-of-Network
Prescription Drug Card Copay



Cost-Sharing Options

Gross Monthly Premium % Paid by Part-Time Employee % Paid by Full-Time Employee  % Paid by Exec Employee
Employee Only
EE+1 or EE+Spouse
EE+Child
EE+2 or more or EE+Family

Minimum Premium Self-Funded Plan



Self-Funded Plan with Reinsurance




What steps have you taken or do you plan to take?
In last 2 plan years In next plan year

12. Dental Benefits


What are the eligibility requirements for dental benefits?
Part-time (P-T) Benefit Eligibility


Full-time (F-T) Benefit Eligibility




Traditional Indemnity




Dental Preferred Provider (DPPO)




Dental Health Maintenance Organization (DHMO)




Other Dental Plan






Primary Dental Plan Features
Deductible $ Benefits %
Preventative
Basic
Major
Orthodontia
Maximum Benefit


Cost-Sharing Options

Gross Monthly Premium % Paid by Part-Time Employee % Paid by Full-Time Employee  % Paid by Exec Employee
Employee Only
EE + 1 or EE + Spouse
EE + Child
EE + 2 or more or EE + Family

Vision, Disability, Life and Tuition Reimbursement Benefits

13. Vision Care Benefits



Part-time (P-T) Benefit Eligibility


Full-time (F-T) Benefit Eligibility


Vision Benefits Features

Routine Care




Frames




Lenses




Contact Lenses




Cost-Sharing Options

Gross Monthly Premium % Paid by Part-Time Employee % Paid by Full-Time Employee  % Paid by Exec Employee
Employee Only
EE + 1 or EE + Spouse
EE + Child
EE + 2 or more or EE + Family

14. Disability Benefits



Part-time (P-T) Eligibility


Full-time (F-T) Eligibility


Short-term Disability Long-term Disability Long-term Care
Short-term Disability



What type of premium is billed by carrier?

What benefits are provided under this plan for the majority of your eligible employees?
Long-term Disability



What type of premium is billed by carrier?

What benefits are provided under this plan for the majority of your eligible employees?


Long-term Care



What type of premium is billed by carrier?

What benefits are provided under this plan for the majority of your eligible employees?

15. Life Insurance



Part-time (P-T) Eligibility


Full-time (F-T) Eligibility



Flat Dollar Amount
What is the life insurance benefit for the following groups of employees (e.g. $10,000 per employee, etc.)?





Multiple of Salary
What is the life insurance benefit for the following groups of employees (e.g. 1x salary, 2x salary, etc.)?










16. Flexible Benefits (Cafeteria) Plan



Section 125 Benefits Offerings
Medical, Dental, and Vision Premiums

FSA: Medical Care Spending Acct.


Contribution Limits and Participation


FSA: Dependent Care Spending Care Acct.


Contribution Limits and Participation


HRA: Health Reimbursement Acct.


Reimbursement Limits


Other



Contribution Limits and Participation




17. Pay Instead of Benefits



18. Tuition Reimbursement








Retirement, Retiree and Other Benefits & Benefit Cost and Communications

19. Retirement/Savings Plans



Please complete the following table for the plan(s) you offer your employees.
Profit-Sharing




Profit-Sharing w/ 401(k)




401(k)




403(b)




457




Money Purchase




Defined Benefit




ESOP




Other













21. Cobra Administration


22. Benefits for Retirees


Based on their employment classification, what benefits do you provide for your retirees?
Hourly Salaried Management Exec

23. Communication of Benefits


24. Cost of Benefits





To calculate the cost of benefits, please complete the following fields. Your cost of benefits as a percentage of the company’s overall payroll will automatically calculate based on the information you input.








24. Miscellaneous Benefits

Please indicate which benefits you offer your employees, based on the following three employment classifications:
  • All Employees (includes management and executives)
  • Management (only includes management personnel)
  • Executives Only (only includes top-level executives)

Work Scheduling/Transportation
All Employees Management Execs Only


Financial/Legal Services
All Employees Management Execs Only


Health/Wellness
All Employees Management Execs Only


Family Care
All Employees Management Execs Only


Special Recognition Awards (in the form of cash, trips, etc.) for:
All Employees Management Execs Only


Other Benefits
All Employees Management Execs Only

Thank you for participating in the Dallas/Fort Worth Metroplex Employee Benefits Survey!