Wrap Plan Document Tool
Note: This tool is currently in Beta. To complete your Wrap Plan, please merge your carrier-provided SPDs into the final PDF using a PDF editor.
Section A
Company Information
Section B
Plan Basics
Section C
Benefits Included
Section D
Contribution Strategy
Section E
Payroll & Tax Treatment
Section F
Carrier & Administration
Section G
Level Funded / Self Funded
This section will only appear if applicable.
Section H
Signer & Adoption
By generating a Wrap Plan PDF you agree to the terms and conditions below.
Disclaimer / Data Use / Legal Language
Before you generate your document
By clicking “Generate Wrap Plan PDF,” you confirm that the information entered is accurate to the best of your knowledge and you agree to the terms below.
This tool generates a wrap plan document based solely on the information you provide. It is offered free of charge to help employers understand and document their employee benefit plans.
DK Benefits LLC is not providing legal or tax advice. The employer remains solely responsible for plan administration, ERISA compliance, and ensuring that all required notices, filings, and disclosures are completed correctly. You may wish to review the generated document with legal or compliance counsel.
The document produced by this tool is intended to supplement, not replace, carrier policies, certificates, evidence of coverage, and other benefit materials.
Data Collection & Privacy:
The information you enter is saved so we can generate your document and may be used to contact you about employee benefits, compliance support, or related services. We do not sell your information. Data is retained only as long as reasonably necessary and may be deleted upon request.​
If you do not agree with these terms, you do not have permission to use this tool. No person has permission to copy/duplicate this tool.