Benefit Payments and Other Disbursements

This template can be used to analyze the amount and proportion of benefits and other disbursements made by the plan.

Entering Data

To customize the workbook for the specifics of the plan under audit, answer "Yes" or "No" to the three questions at the top of the Input worksheet. Cells that contain formulas have been shaded yellow to differentiate them from input cells. You do not need to enter figures into the yellow cells. Those cells will populate after the underlying information is entered.
The Analysis worksheet contains the ratio analysis, which is based on information entered in the Input worksheet.