100 - Insurance Plan Description

FUNCTIONAL GROUP=PG

This X12 Transaction Set contains the format and establishes the data contents of the Insurance Plan Description Transaction Set (100) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit life insurance, annuity, and disability insurance product availability and features, historical performance, investment options, distributions channels, and offering company information.

SCHEMA

ST

Segment	Name	Position
ST	Transaction Set Header	0100
BGN	Beginning Segment	0200
C3	Currency Identifier	0300
DTP	Date or Time or Period	0400

NM1

Segment	Name	Position
NM1	Individual or Organizational Name	0500
N3	Party Location	0600
N4	Geographic Location	0700
REF	Reference Information	0800
PER	Administrative Communications Contact	0900

N1

Segment	Name	Position
N1	Party Identification	0100
N2	Additional Name Information	0200
N3	Party Location	0300
N4	Geographic Location	0400
COM	Communication Contact Information	0500
III	Information	0600
MSG	Message Text	0700

PER

Segment	Name	Position
PER	Administrative Communications Contact	0800
N3	Party Location	0900
N4	Geographic Location	1000

PID

Segment	Name	Position
PID	Product/Item Description	1100
LIN	Item Identification	1200
DTP	Date or Time or Period	1300
NM1	Individual or Organizational Name	1400

BLI

Segment	Name	Position
BLI	Basic Baseline Item Data	1500
DTP	Date or Time or Period	1600
III	Information	1700
AMT	Monetary Amount Information	1800
QTY	Quantity Information	1900

SI

Segment	Name	Position
SI	Service Characteristic Identification	2000
AMT	Monetary Amount Information	2100
QTY	Quantity Information	2200

AM1

Segment	Name	Position
AM1	Informational Values	2300
MSG	Message Text	2400

PO1

Segment	Name	Position
PO1	Baseline Item Data	2500
LIN	Item Identification	2600
SPA	Status of Product or Activity	2700
III	Information	2800

N4

Segment	Name	Position
N4	Geographic Location	2900
SPA	Status of Product or Activity	3000

AM1

Segment	Name	Position
AM1	Informational Values	3100
MSG	Message Text	3200

PO1

Segment	Name	Position
PO1	Baseline Item Data	3300
SPA	Status of Product or Activity	3400
III	Information	3500
SE	Transaction Set Trailer	3600

COMMENTS

Notes
1/0500	The NM1 loop provides information about the sending and receiving parties.
2/0100	The N1 loop repeats for each individual company.
2/1100	The PID loop repeats for each plan.
2/1500	The BLI loop is used to report plan service features.
2/2300	The AM1 loop describes plan rules.
2/2500	The PO1 loop describes investment funds applicable to the plan.
2/2900	The N4 loop describes state availability and exceptions for each plan.
2/3100	The AM1 loop is used to report state rule exceptions.
2/3300	The PO1 loop reports investment fund state exceptions.

rev 20/11/2024