When Are Savings Reports Delivered?

Self Fund Health delivers savings reports monthly, providing employers with a clear view of how the plan is reducing costs.

• Timing: Reports are delivered by the 20th of each month for the month prior.
  • Example: The July savings report is delivered by August 20th.
  • If the 20th falls on a weekend or holiday, the report will be delivered by the first business day after.
• Delivery: Reports are emailed to the designated employer contact listed in the portal.
• Content: Each report details savings from Direct Primary Care, Preferred Providers, pharmacy (CapitalRx), and other interventions.

Key takeaway: Employers can expect their savings report by the 20th of each month—or the next business day if the 20th is not a workday—covering the prior month’s activity.