Employee Benefits Budget Worksheet

Most owners can name their group premium but not their true monthly benefits spend across medical, dental, vision, life, and disability, or what the last renewal really added. Until those numbers sit on one page, every quote comparison is a guess.

This fill-in worksheet captures your current costs line by line, your employee counts by class, and every renewal date, then walks you through setting per-employee budget targets. Bring it to any broker conversation, including ours.

What's inside

• Fill-in lines for current monthly costs: medical, dental, vision, life, disability
• Employee counts by class and every renewal date in one place
• Per-employee budget targets you set yourself
• A guided look at what your renewal is actually costing you

Want the full background first? Read our guide to ancillary benefits.