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Required fields are highlighted in Red
Company Details
Company Name
Type of Business
Address
Contact Person
Title
Phone
Fax
Federal ID#
Years in Business
E-Mail Address
Website
# Full Time Employees
# Part Time Employees
Any Worksite Locations outside of NY, NJ, CT or PA
Yes
No
If Yes, what states are you located in? How many employees do you have in each of those states?
Please indicate Full and Part-Time Employees
Payroll Details
Payroll Company
Payroll Costs
Gross Payroll Per Period
or Annually
Pay Period:
Weekly
Bi-Weekly
Semi-Monthly
Monthly
Amount of Gross Payroll that is Guaranteed Bonus Payments
Amount of Gross Payroll that is Non-Guaranteed Bonus Payments
401 (k) Vendor
Approx. $ Assets
Current PEO
Current PEO Fee
Health Information
Do you currently provide health benefits to your employees?
Yes
No
Health Carrier
Health Renewal Date
Number of Employees (Full-Time) on Health
Do you sponsor all/part of employee's costs?
Yes
No
Employer contribution %:
Employer contribution $:
Monthly Health Rates
Single
Husband/Wife
Parent/Child
Family
Does your company currently offer:
Section 125 'Pre-tax' Cafeteria Plan?
Yes
No
Dental Insurance?
Yes
No
Vision?
Yes
No
Employee Assistance Program?
Yes
No
Flex-Spending & Dependent Care Plan?
Yes
No
Group Long-Term Disability (LTD)
Yes
No
Group Life?
Yes
No
Group Life Amount
SUI-DIS-WC
Current State Unemployment Tax Rate (SUI)
Number of unemployment claims in the past 12 months
Workers Compensation Carrier
Premium
MOD
Limits
Num of Claims (Past 3 Years)
Misc. Sales Info
Estimated costs of personnel administration as a percent of gross wages?
2%
3%
4%
5%
6%
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NAPEO
Referral Contact
Network Event
Mailer
Internet
Other
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