Analyst, Benefits Resume Sample

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Nola Kuvalis
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Work Experience

Senior Analyst, Benefits
08/2016 - PRESENT
Los Angeles, CA
  • Vendor relationship management and reporting for voluntary products and COBRA
  • Assist in the preparation of information to support the annual renewal submissions to brokers and carriers for these coverages
  • Process missed premiums and arrears for accuracy and assist in the cancellation of benefits as necessary
  • Manage 401(k) administration
  • Vendor Management - assist with contracting, inquiries and problem resolution directly with the carrier
  • Maintain procedures, policies and letters for voluntary plan administration
  • Support team member services with short-term and long-term disability claims administration, including Evidence of Insurability (EOI), and STD/ PTO requests if necessary
  • Prepare Flexible Spending Accounts and Dependent Care Accounts allocations and team member escalations
Analyst, Benefits
11/2009 - 05/2016
Phoenix, AZ
  • Assist with eligibility on-boarding of new team members
  • Prepare and present New Hire Orientations for Corporate and other properties
  • Attend property functions for benefits when necessary
  • Provide operational support for benefit administration to several assigned properties, which includes phone calls and escalations from team members
  • Provide ongoing analysis on trends, legislative changes and best practices
  • Interface with Ross HR on escalated associate issues and research with vendors as appropriate. Work directly with insurance carriers and third-party service providers to resolve issues with eligibility and claims
  • Produce and review audit reports
  • Manage department invoices
Analyst, Benefits Mgmt
04/2003 - 10/2009
New York, NY
  • Support the annual Open Enrollment process; assist with maintaining and updating Benefits portal
  • Work with third-party service provider to process monthly premium reports for vendors
  • Recommend system changes and enhancements to ensure effective tracking and management of benefits data
  • Work closely with third-party service provider on escalated issues and problem resolution
  • Provide ongoing support for Wellness Program and onsite benefits events
  • Process benefits deductions for exempt payroll
  • Partner with Store Operations on benefits communications


University of Memphis
1997 - 2002
Bachelor's Degree in Related Field

Professional Skills

  • Develop and manage projects Strong critical thinking and analytical skills with an attention to detail
  • Strong financial and problem-solving skills
  • Strong customer service, problem solving skills, and attention to detail
  • 7- Strong oral & written communication skills
  • Strong leadership and team collaboration skills
  • Strong PC skills to include Word, Excel and PowerPoint
  • Strong analytical/problem solving and planning skills (knowledge of Lean Six Sigma and/or other process improvement methodologies would be valued)

How to write Analyst, Benefits Resume

Analyst, Benefits role is responsible for advanced, excel, microsoft, insurance, design, intermediate, word, planning, finance, credit.
To write great resume for analyst, benefits job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Analyst, Benefits Resume

The section contact information is important in your analyst, benefits resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Analyst, Benefits Resume

The section work experience is an essential part of your analyst, benefits resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous analyst, benefits responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst, benefits position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Analyst, Benefits resume experience can include:

  • Ensure that benefits plans are administered according to plan provisions; responsible for compliance with all Company and regulatory guidelines including 5500’s and Summary Annual Reports
  • Communicate requirements to internal TriNet teams by running effective meetings and using effective written communication (e-mails, memos, status reports, etc)
  • Experience in extracting, reconciling and interpreting data. Accounting and advanced Excel Tableau
  • Interest in payroll/finance/accounting and/or global mobility and ability to demonstrate success in designing and managing global operational controls
  • Proven critical thinking, problem solving, and systems trouble-shooting
  • Review and analyze health plan costs (including funding, reserve for incurred but not paid claims, and self-insured experience analyses)

Education on an Analyst, Benefits Resume

Make sure to make education a priority on your analyst, benefits resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, benefits experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Analyst, Benefits Resume

When listing skills on your analyst, benefits resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical analyst, benefits skills:

  • Communicate effectively; platform presentation skills
  • Attention to detail in documents, correspondence, and process adherence Excellent collaboration, teamwork and interpersonal skills
  • Proficiency in English, both written and spoken, with excellent communication skills
  • Effectively meet customer needs, taking responsibility for customer satisfaction and seeing it through resolution
  • 6- Posses advanced MS Excel skills, and
  • High proficiency in Microsoft Office, with an emphasis on Excel skills

List of Typical Experience For an Analyst, Benefits Resume


Experience For Analyst, Benefits Management Resume

  • Prior experience with end user systems testing
  • Experience in Human Resouces: administering benefits plans
  • Experience in a benefits administration
  • Experience administering DC, DB and health and welfare plans
  • Research insurance claims, problems experienced by employees, clients, doctors and insurance companies
  • Brief new employees during orientation on the company’s benefits programs and all employees during annual enrollment
  • Research, analyze, evaluate, and assist with administering ongoing service delivery
  • Support the Benefits CoE in implementing benefits strategy

Experience For Senior Analyst, Benefits Resume

  • Develop reports of the cost analysis of implementing specific benefits plans in comparison to the competitive landscape
  • Serve as a liaison between employees and vendors and insurance carriers, advising them on eligibility, provisions, and other related matters
  • Assist in the preparation of communications and employee facing literature to educate plan participants of program changes/enhancements
  • Utilize data systems and applications for analysis and reporting purposes
  • Prepare balance sheet reconciliations, journals and process plan funding and payments

Experience For Analyst, Benefits Mgmt Resume

  • Perform audits and assist with SOX audit requests and maintaining SOX compliance
  • High customer service orientation utilizing tact and diplomacy in interactions with employees and leadership
  • Assist with new initiatives; manage new product or vendor implementations, and other special projects as needed
  • Provide subject matter expertise with regards to business processes, systems and regulatory compliance; contribute to the development of training as related to standing or enterprise projects
  • Provide subject matter support as related to payroll audits for benefits deductions and advise appropriate individuals/teams of corrections (debits/credits) required, to ensure accurate payroll processing
  • Work with Analysts, Sr. Benefits to provide input for detailed project plans, including work break down structure, timelines, and milestones
  • Act as a liaison or lead project teams in support of strategic corporate initiatives and automated application solutions

Experience For Financial Analyst, Benefits Resume

  • Work with internal TriNet teams, to analyze, evaluate and prioritize requirements to deliver business processes or automated application solutions, including end user acceptance testing of automation, to address business needs
  • Analyze and write detailed processes and procedures as required in relation to enterprise or capital expenditure projects, or enhanced automation; and to provide related training and development for new or existing team members
  • Report or escalate issues as needed, and verify solution meets requirements by assisting with user acceptance testing of fix or enhancement
  • Create and/or maintain department metrics and reporting
  • Work cross-functionally with other TriNet internal teams to promote departmental initiatives and build cohesive interdepartmental relationships

Experience For Analyst Benefits Resume

  • Identify and analyze trends in system errors or required enhancements related to benefits
  • Monitor benefit trends in the business environment and stay abreast of application benefits legislation. Provide phone support, acting as escalation point for for customer calls
  • Provide call monitoring and mentoring for Benefits Specialists as needed. Deliver superior written and verbal customer service
  • Provide support as needed in related departments including, but not limited to Flexible Spending Account and Retirement
  • Work cross-functionally with other TriNet colleagues to deliver exceptional customer service and build cohesive interdepartmental relationships
  • Prepare balance sheet reconciliations for benefit plans

Experience For Financial Analyst, Benefits Finance Resume

  • Respond to questions and requests from divisions and other areas in Corporate
  • Proficiency in Microsoft Office (Excel, Word, Outlook, and PowerPoint)
  • Coordinate benefit audit for the pension and savings plans
  • Support preparation of 5500s for all benefit plans
  • Data collection, review and reconciliation for pension valuation
  • Research data issues for pension, 401(k), and H&W administrators
  • Administer intake of LOA and Workers’ Compensation employee claims, educate and advise employees, work with and monitor vendors to accurately track leaves and ensure compliance

Experience For Senior Analyst Benefits Resume

  • Provide exceptional customer service to associates and serve as first point of contact for answering employee leave of absence, Worker’s Compensation, ADA, and other benefits questions and providng issue resolution; direct employees to appropriate resources and provide education on plans, coverage, policies and procedures
  • Communicate to internal and external stakeholders regarding resolving HCM issues, requirements gathering, and providing status updates and presentations
  • Primary contact to research errors that affect benefits deductions and application of eligibility rules and corrects these errors by following company policy
  • Provides analytical data support, setup, testing and implementation of retirement, health and wellness programs
  • Meet day-to-day analysis and administration needs with respect to Company’s Health and Welfare and Retirement programs

Experience For Senior Financial Analyst Benefits Resume

  • Develop and maintain relationships with University Information Systems and campus HCM stakeholders
  • Conduct system meetings regularly with Benefits Administration department to provide project status
  • Apply knowledge of functional best practices, and related technology trends to guide campuses toward appropriate Benefit/Payroll technology solutions
  • Analyze data for trends, develop reports, program maintenance, recommendations, and business case development
  • Analyze health plan costs and trends to prepare dashboards based on data from multiple data sources

Experience For Peoplesoft HCM Functional Analyst Benefits Administration Resume

  • Prepare detailed program performance reports and presentations to regional management
  • Analyzes wellness program participation and utilization data and makes recommendations
  • Assist in reviewing and analyzing short and long term cost projections for modifications in benefit programs and implementation of new programs, provide recommendations for improvement/cost savings
  • Monitor daily interfaces between HR system and TPAs as well as weekly payroll interfaces
  • Investigates, analyzes and resolves issues or problems related to employee’s elections and payroll contributions for benefits
  • Responsible for ERISA, ACA and IRS reporting requirements and ensures timeliness and accuracy of required filings e.g. PCORI, TRF, 6055 and 6056 reports and PPACA report tracking

Experience For Associate Analyst, Benefits & Payroll Resume

  • Collaborate with carriers/vendors/consultants to ensure continuous enhancement of benefits program, including responding to questions and resolving conflicts
  • Lead the compilation of documentation and reporting for annual benefits program compliance audits
  • Support annual benefits open enrollment; including developing communication materials, engaging in TPA benefit portal preparedness and participating in post open-enrollment audits
  • Conduct HRIS and payroll testing for activities such as open enrollment, benefit changes, new vendor implementations, etc
  • Liaison with 401(k) record keeper to ensure the Company’s retirement program adheres to current regulations and supports the company’s strategic objectives with respect to attracting and retaining top talent
  • Assisting with administration of the Company’s US, Puerto Rico and Canada Retirement Plans including funding and reconciliation of contributions
  • Meet with vendors to ensure programs are being administered according to contract guidelines and performance meets expectations
  • Manage escalated issues routed from the HRSS call center to corporate benefits; own the issue, providing detailed research and identifying global problems
  • Create KPI’s and client utilizations using Truven Healthcare data

List of Typical Skills For an Analyst, Benefits Resume


Skills For Analyst, Benefits Management Resume

  • V-Lookup and Pivot Tables Skills
  • Two (2) years previous experience with all system and end user testing, including issue analysis and resolution
  • Two (2) years previous experience documenting functional specifications
  • Two (2) years’ experience related to administering health and welfare and other benefit programs
  • Broad exposure to and experience with both self-insured and insured welfare benefit plans
  • Strong knowledge of regulations, laws related to benefits administration

Skills For Senior Analyst, Benefits Resume

  • Intermediate to Advanced skill level in Microsoft Office programs Excel, Word, and PowerPoint
  • Intermediate to Advanced skill level in PeopleSoft HRMS
  • Intermediate to Advanced skill level in Microsoft Office programs Excel and Word
  • Intermediate to Advanced skill level in Microsoft office program PowerPoint
  • Strong customer focus and team work ethic
  • Create processes, track, monitor and develop reports to confirm the effectiveness of plan
  • Working on project teams for HR initiatives, including process improvements, system enhancements, workflow solutions and data collection
  • Supporting special projects and business analysis as required.
  • Ensuring vendor payments are made timely and working with Finance on tracking annual budget

Skills For Analyst, Benefits Mgmt Resume

  • Coordinating specific regulatory reporting requirements, such as San Francisco's Health Care
  • Conducting quarterly audits to ensure data integrity
  • Working closely with Benefits Manager to develop required notices, plan amendments, plan documents, and other required documentation
  • Reviewing various plan reports
  • Ensure system compliance with Rogers’ internal policies and control requirements; including participating or leading audit activities
  • Responsible for Benefits department analytics, system testing, and reporting, including

Skills For Financial Analyst, Benefits Resume

  • Responsible for processing and reconciling invoices accurately and in a timely manner
  • 3- Understanding of healthcare & plan designs (medical & supplemental products),
  • Work in a clean and comfortable office setting
  • Self-motivated with the ability to complete work assignments using independent judgment and discretion
  • Travel for 1 – 2 week periods as needed to support project and/or training needs, maximum of 6 weeks per year
  • Has general benefits knowledge in areas such as plan design, claims resolution and compliance in health & insurance, including disability
  • Multi task and work in a fast-paced environment while meeting strict deadlines
  • Travel for 1-2 week periods as needed to support project and/or training needs, maximum of 6 weeks per year

Skills For Analyst Benefits Resume

  • Manage country portfolio for payroll administration operationally following all controls
  • Introduce Payroll funding & General Ledger activities
  • Review, reconcile, and analyze benefit plan costs, including budgets, estimates, and variance analyses
  • Assist in the implementation of benefits plans, programs, products and supporting systems
  • Act as project lead when appropriate

Skills For Financial Analyst, Benefits Finance Resume

  • Follow department project management process
  • Report project status to Employee Services staff and leadership
  • 1- Ability to produce reports and reconcile large amounts of disparate data,
  • 4- Assist the Director of Open Enrollments with carrier renewals,
  • 5- Develop client risk assessments,
  • Capable to work extended hours as needed
  • Critically evaluate information gathered from multiple sources, reconcile any identified conflicts and decompose high-level information into details
  • Working independently or with actuaries/consultants, model premium equivalents and cost sharing structures for all H&W benefits and divisions/locations. Creation and maintenance of annual premium and cost sharing master worksheets related to cost sharing structures

Skills For Senior Analyst Benefits Resume

  • Prior PeopleSoft experience essential
  • Demonstrated ability to research problems and follow issues to resolution
  • Demonstrated ability to maintain employee confidentiality
  • Delivers strong, consistent content in both quality and service
  • Related experience in benefit programs and administration
  • Related experience in benefits administration
  • Cost modeling to support collective bargaining negotiations, projects and initiatives
  • Support design of new initiatives/programs and plan design changes. Review proposed changes and new programs to confirm vendor capabilities and compliance with regulations

Skills For Senior Financial Analyst Benefits Resume

  • Obtain census data and create benefit comparisons for newly acquired groups to support integration
  • Partner, contribute, and participate in team environment
  • Critically evaluate information gathered from multiple sources, reconcile any identified conflicts, and extract & organize high-level information into details
  • Proficiency in Microsoft Office, with an advanced proficiency in Excel (and Access)
  • Develop and analyze financial reports
  • Proficiency in Tableau, Microsoft Office Suite, with an advance proficiency in Advanced Excel
  • Work additional hours as needed to support business and project deliverable needs

Skills For Peoplesoft HCM Functional Analyst Benefits Administration Resume

  • Have the ability to take direction from several people; ability to handle multiple tasks simultaneously
  • Knowledgeable in Health & Welfare and Life & Disability
  • Proficiency with SAP and SuccessFactors
  • At least two (2) years’ of experience in PeopleSoft HCM with strong knowledge of the HCM application and processes for the Base Benefits, Benefits Administration and Benefits Billing
  • Advanced proficiency in Microsoft Access, Excel, Word and PowerPoint
  • Knowledge of ERISA, COBRA, HIPPA, DOL, FMLA, PPACA and other regulatory requirements
  • Influence the work of others
  • B.S. in Business or related field, or the equivalent is required
  • Knowledge of plan designs, HR policies, rules and regulations, eligibility provisions, enrollment procedures, beneficiary designations, and special settlements

Skills For Associate Analyst, Benefits & Payroll Resume

  • Knowledge of 401(k), 403(b), 457, high education savings plans, and related state and federal regulations
  • Knowledge of relevant government policies (i.e. FMLA, COBA, etc.)
  • Focus on client service
  • Remain flexible and adaptable to enact the necessary change for success
  • PeopleSoft, MS Excel, MS Access, MS Visio, MS PowerPoint, MS Project Management
  • Pension & Benefits Accounting – Perform moderate to complex analysis for management reporting. Provide support to 3rd party administrator as needed. Provide backup for Benefits Financial Manager and staff
  • Corporate Card - Perform audits of expense reports and procard statements as needed. Provide assistance for GR/IR reconciliation for credit card charges & expense report postings. Provide backup for Corporate Card Manager and staff as needed. Perform ad hoc analysis to support corporate card administration and travel policy
  • Working knowledge of benefits related laws and regulations (FMLA, ADA, ERISA, Section 125, COBRA, HIPAA, etc.)

List of Typical Responsibilities For an Analyst, Benefits Resume


Responsibilities For Analyst, Benefits Management Resume

  • Perform actual vs budget/reforecast and prior year variance analysis
  • Provide and compile benefit data for provider reporting, operational reporting, benefit forecasting, and benefits planning
  • Provide call monitoring and mentoring for Benefits Specialists as needed
  • Data collection for annual non-discrimination testing (NDT)
  • Coordinate training of internal staff on benefits subjects, new products, plans, processes
  • Performs unit testing and quality assurance of new products and benefit programs

Responsibilities For Senior Analyst, Benefits Resume

  • Able to create queries using a variety of database applications primarily from the Truven Health Analytics database
  • Conducts HRIS and payroll testing for activities such as open enrollment, benefit changes, new vendor implementations, etc
  • Perform benefits-related leave of absence and worker’s compensation processing
  • Provide phone support, acting as escalation point for for customer calls
  • Perform daily administration of one or more benefit plans, including enrollments, terminations, changes, and employee questions/issues
  • Supports the Annual Open Enrollment process, including but not limited to related meetings

Responsibilities For Analyst, Benefits Mgmt Resume

  • Maintain current knowledge of, and ensure compliance with, all leave-related laws and regulations including USERRA, FMLA and Worker’s Compensation
  • Assist in the preparation of communications and employee facing literature to educate plan participants on leave programs
  • Support nondiscrimination testing
  • Oversee data gathering and research on complex assignments and projects
  • Research and assistance in annual plan audit
  • Ordinance, Affordable Care Act compliance requirements and other required government filings

Responsibilities For Financial Analyst, Benefits Resume

  • Assist with managing the open enrollment processes including plan design, testing, training, communications, client and employee system content and quarterly renewal timeline management
  • Assist in benefits-product development, design and implementation
  • Prepare drafts of benefits communications and educational materials; interprets benefits policies and procedures
  • Document business requirements to ensure systems and processes are setup correctly
  • Develop and implement service level agreements with each carrier/vendor
  • Develop and maintain tools on Excel, Word, PowerPoint, Access and other internal tools
  • Assist with the Open Enrollment renewal process for medical, dental and other supplemental benefits
  • Analyze client overall performance

Responsibilities For Analyst Benefits Resume

  • Create queries using design techniques that ensure adherence to database development standards using a variety of database applications including PeopleSoft and Oracle
  • Analyze and interpret claims, conditions and premium information to determine present and future financial performance
  • Coordinate with all levels of management to gather, analyze and summarize data to accommodate all Benefits Management clients
  • Assist with the Open Enrollment renewal process and implementation of medical, dental, and other supplemental benefits
  • Assist in benefits-product development, design, and implementation

Responsibilities For Financial Analyst, Benefits Finance Resume

  • Prepare and edit drafts of benefits communications and educational materials; interprets benefits policies and procedures
  • Develop and maintain tools on Excel, Word, PowerPoint, Access, and other internal tools
  • Prepare budgets and periodic forecasts for various benefit plans
  • Analyze health plan costs and prepare dashboards and data visualizations for key insights
  • Support divisions and other corporate departments (HR Benefits, Treasury, Legal, Tax)
  • Assist with the monthly, quarterly and year end processes (e.g. 10Q and 10K)
  • Assist with management of healthcare and retirement spend budgets

Responsibilities For Senior Analyst Benefits Resume

  • Assist with the annual carrier and client renewal process for medical, dental, and other supplemental benefits
  • Analyze and interpret claims, health conditions, and premium information to determine present and future benefit plan financial performance at various levels
  • Create migration analysis reports and dashboards to facilitate management’s oversight of benefit plan performance
  • Prepare budgets, variance analysis, periodic reforecasts and dashboards
  • Support other ad-hoc finance projects as needed

Responsibilities For Senior Financial Analyst Benefits Resume

  • Knowledge of the Afford able Care Act and Hours Worked requirements
  • Provide tactical administration of all benefit programs to include activities such as, but not limited to, new hire enrollments, life event changes, eligibility, deductions, claim adjudication, etc
  • Based on outcomes, update and/or correct Associates’ benefit data residing in internal and carrier information systems accordingly
  • Update and coordinate annual enrollment activities for health ministries
  • Data Management: Manage Associate data including, but not limited to, auditing and consolidating elections, verifying Associate eligibility, and following up with confirmation statements to Associates
  • Reporting: Compile statistics that can be used to evaluate benefits strategy effectiveness, communicate with associates to emphasize the policy, effectiveness of program and eligibility criteria
  • Support: Provide Level 2 customer service support for health ministries and their associates resolving any issues or errors; Successfully handle most non-routine issues with assistance, escalate issues that cannot be resolved to management
  • Service Level Agreements: Plan and organize work so the Service Level Agreement objectives are realized; Gather feedback from associates, managers, and HR Business Partners on the Benefit Administration process; review feedback and suggest improvements/make recommendations for the process
  • Compliance: Maintain clear understanding of general benefits related regulatory requirements and updates as well as internal policies, procedures and control standards; Performs responsibilities in full compliance with standards, policies, and procedures

Responsibilities For Peoplesoft HCM Functional Analyst Benefits Administration Resume

  • Teamwork: Maintain positive work relationships with members of other teams in the Ministry Service Center, health ministries and Associates to communicate effectively and to ensure compliance with cross-team responsibilities
  • Work with outsourcing provider to oversee the benefits administration platform that includes the set-up of eligibility, rates, plans and employee self-service
  • Liaison between external providers/IT/HRIS for any benefits system updates
  • Work with provider/IT for implementation of Success Factors from a benefits perspective
  • Perform a variety of benefits related functions including, but not limited to, preparing benefit summaries, developing vendor relationships, navigating open enrollment, participating in internal audits and analyzing and presenting benefits data
  • Identify process inefficiencies and prepare detailed financial and non-financial research of alternative solutions; present recommendations and implement new processes

Responsibilities For Associate Analyst, Benefits & Payroll Resume

  • Process billing invoices; create and prepare reports to ensure data accuracy and best services
  • Possess broad knowledge of all benefit plans, including, but not limited to, medical, dental, short/long term disability, AD&D, vision, life and 401(k)
  • Act in a responsive manner to team member inquiries and requests; escalate matters as necessary for proper resolution
  • Perform detailed benefits budget analysis and summarize the information for senior management
  • Maintain current knowledge of all benefit regulations including, but not limited to, HIPAA, COBRA and ERISA; analyze the impact of new or proposed regulations on benefit programs
  • Serve as knowledge expert when counseling employees on benefits issues
  • Reconcile weekly funding of 401(k) plan contributions; monitor error reports and perform program analysis
  • Manage and execute Whirlpool’s benefit programs including medical, dental or life insurance programs
  • Monitor and maintain compliance on benefits administration matters such as HIPAA, COBRA and related federal, state and local laws, codes and regulations

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