Balancing Life Insurance Bill

[dianneleigh]

Hello all,

I am a basic excel user and having issues balancing our Company life insurance bill. I have to balance several things and am trying to create a "master" template to drop data in monthly.

1) I get the summary bill from the insurance company monthly and need to get the following information. The total number of employees (I have this). Employee count by age groups with supplemental policies, spouse or child (for example 20-24, etc.).

2) I need to balance the detailed bill (employee, supplemental, etc.).

The issue is pulling together all of the information. Our system gives me the following 2 worksheets:

1) Employee deduction worksheet which has employee number, name, and deduction.
2) Employee worksheet which has employee number, hire date, term date, and birthdate.

I also have the spreadsheet downloaded from the insurance company which needs to be compared to the deduction worksheet.inkin

I may be overthinking this an overlooking something easy but I can't figure out how to pull all of this information together into the 2 outputs.

TIA for your help.