CA Broker 2014 Directory
Carriers/Providers

This section of California Broker’s 2014 Directory contains valuable profiles of providers including Life Settlements, Critical Illness, HSAs, Long Term Care, Online Resources, Paramedical, Third-Party Administrators and more.

E&O    •    401(k)     •     Critical Illness     •    HSAs    •    Life Settlements     •    LTC    •    Life Regional Offices    •    Online Resources      •     Paramedical      •     Sec. 125      •      TPAs     •    Worksite Marketing

Errors and Ommissions

Cita Insurance Services
Contact: Caroline Reaper or
Rachel Truman
(800) 280-7250 (714) 939-7333
email: programsinfo@citainsurance.com
Website: www.citainsurance.com
E&O for: P&C Agents, Life Wholesale Brokers, Benefit Administrators, Real Estate Agents
Administrators, Real Estate Agents
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E & O Insurance for Less
Contact: Customer Service
12421 Meredith Dr.
Urbandale, IA 50398
(866) 795-2041 Fax: (515) 243-2331
Website: www.eoforless
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National Ethics Association
12707 High Bluff Dr. Dept. 200
San Diego, CA 92130
(800) 282-1831 Fax: (760) 462-3333
email: staciaf@ethics.net
Website: www.ethics.net

401(k)

American Safe Retirements, LLC
Contact: Joe Barkate
251 E. Southlake Blvd., Southlake, TX 76092
(214) 641-5363 Fax: (817) 796-1616
(800) 277-8464 (800) ASR-U-GO4
email: joe@americansaferetirements.com
email: rich@americansaferetirements.com
Website: www.americansaferetirements.com
Products/services: Finanical Planning, 401(k), Life Settlements, Life Insurance, Annuities
Min.Size: 1
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Innovative Pension
Strategy & Design
Contact: Sidney Lopez
14251 Danielson St., Poway, CA 92064
(858) 748-6500 (858) 218-3441
Fax: (858) 748-0615
email: Sidney@ipsd.com
Website: www.ipsd.com
Website: www.innovativepension.com
Products/Services: 401(k), defined benefit plans
Min. Case Size: 1 Serving: Nationwide

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John Hancock
Retirement Plan Services
Contact: Derek MacDougall
500 North Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400 Ext. 857644
(800) 766-2685 Fax: (818) 552-3420
email: derek_macdougall@jhancock.com
Website: www.jhpensions.com
Serving: Pacific Region
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National Retirement Services, Inc. (NRS)
Contact: Nate Delong
5832 Bolsa Ave., Ste. 100
Huntington Beach, CA 92649
(714) 622-3244 Fax: (714) 622-3189
email: Nate.Delong@NRServices.com
Website: www.nrservices.com
Products/Services: 401(k), Profit Sharing and Defined Benefit Plans
Serving: Nationwide
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PayProLogo

 

 

 

 

 

PayPro Administrators
Contact: Bobbi Hamilton Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRIMS, HRA, HSA, Sec. 125
Contact: Felix Acajabon for Pension & Pension Plan Administration
6180 Quail Valley Ct.
Riverside, CA 92507
(800) 427-4549
(951) 656-9273 Ext. 226 Bobbi
(951) 656-9273 Felix
Fax: (951) 656-9276
email: bobbih@pagroup.us
email: felixa@pagroup.us
email: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS
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Polycomp Administrative Services
Contact: Kim Torio
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111 (800) 736-7090
Fax: (818) 346-8672
email: ktorio@polycomp.net
Website: www.polycomp.net
Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Retirement Plans
Min. Case Size: 1 Serving: Nationwide
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PRB Insurance & Fin. Services
1990 S. Bundy Drive, Ste 410
Los Angeles, CA 90025-1448
(310) 909-1746 Fax: (424) 248-2430
email: merla@prbinc.com
Website: www.prbinc.com
Products/Services: TPAs, 401(k), Individual and Group Life and Disability Insurance, NQDC, Employee Benefits, Retirement Income Planning, Financial Planning.

Critical Illness

AFLAC, Torrance
Contact: Cameron Bell
2390 Crenshaw Blvd., Ste. 307
Torrance, CA 90501
(626) 379-4265 Fax: (909) 266-9622
email: cameron_bell@us.aflac.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group
Worksite Products with Guarantee Issue, specializing in credit unions
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Min. Case Size: 100+ Ind., 100+ Group
Serving: CA
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AFLAC, Los Angeles
Contact: Adam Michaels
12121 Wilshire Blvd., Suite 1000
Los Angeles CA 90025
(310) 744-6101 Fax: (310) 744-6199
email: adam_michaels@us.aflac.com
Website: www.aflac.com
Minimum Group Size: 3
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Disability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit Statements, Per Diem Available
Serving: Nationwide
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American Association for Critical Illness Insurance
Contact: Mindy Hartman
3835 E. Thousand Oaks Blvd., Ste 336
Westlake Village, CA 91362
(818) 597-3205
email: info@aacii.org
Website: www.AACII.org
Products/Services: CI Sales & Marketing
Serving: Nationwide
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Aigilis Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921 (866) 205-1936
email: info@aigilis.com
Website: www.aigilis.com
Products: ACA Medical GAP plans, Accident; Critical Illness; Dental (ind., group); Life Insurance Quote engine for websites
Serving: Nationwide
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Assurity Life Worksite Division
Contact: Jim Quinney
Caliwaii Insurance Marketing
3031 Stanford Ranch Rd.
Rocklin, CA 95765
(916) 781-9850 ext. 1001 Fax: (916) 259-1844
email: jim@caliwaii.com
Website: www.assurity.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide
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CNMA Multi-Insurance Agency
895 E. Yorba Linda Blvd., Ste. 202-A
Placentia, CA 92870
(714) 552-3993 Fax: (714) 978-0518
Contact: Radi Miranda, LUTCF
email: cnmainsurance@aol.com
Website: www.cnmainsurance.com
Products: Critical Illness, Guaranteed Issue Life, Disability (Group, Individual), International Major Medical, Travel Insurance
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Freedom Equity Group
Contact: Ron Petroinovich
8885 Rio San Diego Dr., Suite 265
San Diego, CA 92108
(877) 329-6608 Fax: (619) 870-0212
email: ceopetro@fegcorp.com
Website: www.freedomequitygroup.com
Products/Services: Critical Illness, Worksite, Life (Index, UL)
Serving: Nationwide
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Humana Specialty Benefits
Contact: Jeff Ayler
3111 Camino Del Rio N., Ste. 400
San Diego, CA 92108
(619) 846-9394 Fax: (619) 692-9671
email: jayler@humana.com
Website: www.humana.com
Products/Services: Dental, Vision, Group Term Life, Disability Income, Voluntary Benefits, Critical Illness, Cancer, Accident, HumanaVitality (wellness solution).
Min Case Size: 2
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Niche Market Solutions/NMS Marketing Services
Contact: Michael Carroll
3600 Chester Ave., Ste. 9
Lewes, DE 19958
(302) 945-6906
Fax: (206) 350-4550
email: mcarroll19@verizon.net
Products/Services: Guaranteed Issue Life, Life, Critical Illness, Disability
Serving: Nationwide
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Symetra Life Insurance Company
Contact: Bill Edrington, Managing Director, Marketing & Business Development, Benefits Division
777 108th Ave. NE, Ste. 1200
Bellevue, WA 98004
(800) 796-3872
(678) 728-1541
Fax: (866) 532-1362
email: GRPLIF@symetra.com
Website: www.symetra.com
Plan type: Limited Benefit Medical
Products/Services; Health Carriers, Group Life, AD&D, Medical Stop Loss, Critical Illness
Min. employer group size: Varies by product
Serving: Nationwide, state availability varies by product

HSAs

Sterling Health Services Administration
Contact: Chris Bettner EVP, Business Development
475 14th St., Ste. 650
Oakland, CA 94612
(408) 779-9908 (800) 617-4729 Ext. 225
Cell: (415) 722-8789 Fax: (877) 517-4729
email: chris.bettner@sterlinghsa.com
Website: www.sterlinghsa.com
Product/Services: HSA, HRA, FSA, POP, COBRA Adminitration, ERISA Wrap, Form 5500 Filing, Other Compliance Services & Self Insurance Administration
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Ben-E-Lect

Contact: Marketing Department
5429 Avenida de Los Robles, Ste. A
Visalia, CA 93291
(559) 733-1240 Fax: (559) 635-6527
Website: www.benelect.com
Products: Cafeteria Plans, Dental (group); Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); Vision, Life (group), Debit Card, Payroll, HR
Serving: AZ, CA, CO, KS, NV, WA
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Benesyst, Inc.
Contact: Michelle Thompson
14271 Jeffrey Road, Ste. 180, Irvine, CA 92620
(949) 433-7951 (608) 268-8887
email: michelle.thompson@tasconline.com
Website: www.benesyst.net
Products/Services: Spending Account Services (FSA, HRA, HSA, Commuter), COBRA, Retiree Billing, Online Enrollment and Eligibility Management, Tuition Reimbursement administration, Wellness rewards administration
Serving: Nationwide
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Core Documents, Inc.
Contact: Gene Ennis
P.O. Box 14538, Bradenton, FL 34280
(888) 755-3373 Fax: (941) 795-4802
email: coreservice@coredocuments.com
Website: www.CoreDocuments.com
Products/Services: Section 125 POP, FSA, HSA 132 & HRA Plan Documents
Serving: Nationwide
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Ebix Health
Contact: Ed Buck
1300 E. Shaw, Ste. 109, Fresno, CA 93710
(877) 805-2828 ext. 204 Fax: (559) 256-1009
email: ed.buck@ebix.com
Website: www.ebix.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
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First American Bank
Contact: Mitch Rosenbloom
1650 Louis Avenue
Elk Grove Village, IL 60007
(847) 586-2010 Fax: (847) 586-2010
email: mrosenbloom@firstambank.com
WebSite: www.firstambank.com
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Health Savings Administrators
Contact: John Vellines
10800 Midlothian Turnpike, Ste. 240
Richmond, VA 23235
(888) 354-0697 Fax: (804)726-1570
email: jvellines@hsaadministrators.com
Website: www.hsaadministrators.info
Products: Health Savings Accounts offering no-load Vanguard Mutual Fund investments
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Health Equity, Inc.
Contact: Patrick Chorpenning, Jr. Rgl. Director
15 W. Scenic Pointe Dr., Ste. 400
Draper, UT 84020
(800) 819-5852 (877) 949-6727 email: brokerservices@healthequity.com
email: brokersales@healthequity.com
Website: www.healthequity.com
Products: HSAs
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HSA Bank
A Division of Webster Bank N.A.
Contact: David Drzymkowski
668 N Coast Hwy, Ste. 416
Laguna Beach, CA 92651
(949) 374-2853
email: ddrzymkowski@hsabank.com
Website: www.hsabank.com
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HSA Resources
Contact: Steve Hansen
1010 W Saint Germain St., Ste 1050
St. Cloud MN 56301
(866) 757-4727 ext. 3 Fax: (866) 826-0104
email: steve.hansen@hsaresources.com
Website: www.HSAResources.com
Products: HSAs for Businesses
Serving: Nationwide
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Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
P.O. Box 889
Coldwater, MI 49036
(517) 489-4581 Fax: (517) 278-0764
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services: Workforce Management Administrator for Human Capital Management, COBRA, FSAs, HRAs, HSAs, POP, Time and Attendance, HIPAA, Privacy & Security, Payroll, HR Services, Portability Solutions
Serving: Nationwide
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OptumHealth
Contact: Steve Grunewald
P.O. Box 9472, NV960-1000
Minneapolis, MN 55440-9472
(866) 427-6804
email: steve.grunewald@optum.com
Website: www.optumhealthfinancial.com
Products/Services: HSA (Banking), FSA, HRA, COBRA, Retiree, Transportation
Serving: Nationwide
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Pacific Benefits Flex Inc.
Contact: Mimi Lyon
3090 Fite Circle, Ste. 101
Sacramento, CA 95827
(916) 363-2101 ext. 226 Fax (916) 363-4213
email: mimi@pacificbenefits.com
Website: www.pacificbenefits.com
Products/Services: TPA, FSA, HRA, HSA, POP, Transportation
Serving: Nationwide
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Sterling Health Services Administration
Contact: Chris Bettner EVP, Business Development
475 14th St., Ste. 650
Oakland, CA 94612
(408) 779-9908 (800) 617-4729 Ext. 225
Cell: (415) 722-8789 Fax: (877) 517-4729
email: chris.bettner@sterlinghsa.com
Website: www.sterlinghsa.com
Product/Services: HSA, HRA, FSA, POP, COBRA Adminitration, ERISA Wrap, Form 5500 Filing, Other Compliance Services & Self Insurance Administration

Life Settlements

Coventry
Contact: Michael Coben
7111 Valley Green Rd.
Fort Washington, PA 19034
(877) 836-8300 Fax: (215) 233-3201
email: mcoben@coventry.com
Website: www.coventry.com
Products/Services: Life Settlements, SWAPP®, Simplified Settlements®, Term Settlements, Continuing Education
Serving: Nationwide
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Abacus Settlements, LLC

Contact: Samantha Butcher
480 Forest Avenue
Locust Valley, NY 11560
(516) 417-5040 Fax: (516) 908-4493
Tenessee office Tel: (615) 369-0732 Ext. 2222
email: sbutcher@abacussettlements.com
Website: www.abacussettlements.com
Serving all states except: FL, MT, MD, WV, Indian Territory in OK
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Advanced Settlements
Contact: Scott Kirby
2101 Park Center Dr., Ste. 220
Orlando, FL 32835
(800) 561-4148, ext. 1105
Fax: (407) 296-7377
email: scott@advancedsettlements.com
email: info@advancedsettlements.com
Website: www.advancedsettlements.com
Products/Services: Life Settlements, Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing and Compliance Assistance, Life Settlement Quote, Transparency and Compensation Disclosure Reports
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American Safe Retirements, LLC
Contact: Joe Barkate
251 E. Southlake Blvd.
Southlake, TX 76092
(214) 641-5363 Fax: (817) 796-1616
(800) 277-8464 (800) ASR-U-GO4
email: joe@americansaferetirements.com
email: rich@americansaferetirements.com
Website: www.americansaferetirements.com
Products/services: Financial Planning, 401(k), Life Settlements, Life Insurance, Annuities
Min.Size: 1
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Coventry
Contact: Michael Coben
7111 Valley Green Rd.
Fort Washington, PA 19034
(877) 836-8300 Fax: (215) 233-3201
email: mcoben@coventry.com
Website: www.coventry.com
Products/Services: Life Settlements, SWAPP®, Simplified Settlements®, Term Settlements, Continuing Education
Serving: Nationwide
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ELA Settlement
Services L.L.C.
Contact: Paul H. Nagelberg
1435 Morris Ave.. P.O. Box 3137
Union, NJ 07083
(800) 388-0103 Fax: (908) 810-4159
email: pnagelberg@execlife.com
Website: www.elasettlementservices.com
Products/Services: Life Settlements
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Genesis Asset Advisors LLC
Contact: Geoffrey Gottesman
222 Broadway, 19th Flr.
New York, NY 10038
516-945-6272 (877) 303-9777
Fax: (516) 945-6273
email: info@genesisknows.com
Website: www.genesisknows.com
Products/Services: Life Settlements
Serving: AL, AR, CA, CT, DE, FL, GA, IL, MS, MI, MD, NJ, NY, PA, SC, SD, WA, WY
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Legacy Benefits LLC
Contact: Business Development
Empire State Bldg. 350 Fifth Ave., Ste. 4320
New York, NY 10118
(212) 643-1190 Fax: (212) 643-1180
email: info@legacybenefits.com
Website: www.legacybenefits.com
Services/Products: Sales & Marketing, Life Insurance Settlements
Serving: Nationwide
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Leisure Werden & Terry Agency
Contact: Victor Paz
200 S. Los Robles Ave., Ste. 200
Pasadena, CA 91101
(626) 304-1300 Ext. 209 (800) 272-2212
Fax: (626) 304-1313
email: lwtbrokerage@lwtagency.com
Website: www.lwtagency.com
Products: Life settlements
Serving: Nationwide
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Life Equity LLC
Contact: Ward Kerr
5611 Hudson Dr., Ste. 100
Hudson, OH 44236
(330) 342-7772 (800) 272-5189
Fax: (330) 342-7782
Email: info@lifeequity.com
Website: www.lifeequity.com
Products/Services: Life Settlements Purchaser & Servicer
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Life Insurance Buyers, Inc.
Contact: Greg Albers, Linda Wilcher
9311 Cherokee Place
Leawood KS, 66206
(800) 936-5508
email: lindawilcher@lifeinsurancebuyers.com
email: gregalbers@lifeinsurancebuyers.com
Website: www.lifeinsurancebuyers.com
Serving: Nationwide
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Life Insurance Settlements Inc.
1500 West Cypress Creek Rd., Ste. 408
Fort Lauderdale, FL 33309
(866) 326-5433 Ext. 1015
(954) 315-2840 Fax: (954) 337-5731
Website: www.LiSettlements.com
Products/Services: Life Settlements, Free Policy Appraisal, Free E&O Coverage, Mktg. & Compliance Available,
Serving: Nationwide
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The Lifeline Program
1979 Lakeside Parkway, Ste. 200
Tucker, GA 30084
(800) 252-5282 • (770) 724-7300
Fax: (770) 724-7373
email: info@thelifeline.com
Website: www.thelifeline.com
Products/Services: Life Settlements
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Life Settlement Solutions Inc.
Contact: Ron Lofgren
4747 Viewridge Ave., Ste. 108
San Diego, CA 92123
(858) 576-8067 Fax: (858) 576-9329
email: info@lifefirms.com
Website: www.lss-corp.com
Products/Services: Life Settlement Provider
Serving: Nationwide
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Maple Life Financial
4350 East West Hwy., Ste. 900
Bethesda, MD 20814
(877) 777-0635 Fax: (301) 951-1351
email: moreinfo@maplelf.com
Website: www.maplelifefinancial.com
Product/Services: Secondary Market for Life Insurance, Life Settlement Origination and Servicing
Serving: Nationwide
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Melville Capital
Contact: Doug Himmel
127 Broadway, Ste. 202
Santa Monica, CA 90401
(310) 943-5370 (866) 511-5990
email: Dhimmel@MelvilleCapital.com
Website: www.melvillecapital.com
Products/Services: Life Settlements
Serving: Nationwide
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Noble Financial & Insurance Services, Inc.
Contact: Ben Levine
310 N. Westlake Blvd., Ste. 240
Westlake Village, CA 91362
(805) 413-7567 (805) 557-1503
website: www.nfisinc.com
email: Ben@nfisinc.com
Products/Services: Life Settlements
Serving: Nationwide
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Provident Life Insurance Services, Inc.
Contact: Jim Passarelli, President
7575 Dr. Phillips Blvd., Ste. 135
Orlando, Florida 32819
(800) 515-5003
email: Passarelli@ProvidentLIS.com
Website: www.ProvidentLIS.com
Products/Services: Life Settlements
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Q Capital Strategies, LLC: IHC Life Settlements
Contact: Tony Blankenship
5901 Broken Sound Pkwy, NW, Ste. 200
Boca Raton, FL 33487
(212) 418-3273
(561) 886-4600 Fax: (561) 886-4601
email: info@qcapitalStrategies.com
email: policy@qcapitalStrategies.com
Website: www.qcapitalStrategies.com
Products: Life Settlements
Serving: Nationwide except AK, ID, KY, ND, PR, VT, WV
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Reliant Life Shares
Contact: Ken Morris
15260 Ventura Blvd., Suite 1420
Sherman Oaks, CA 91403
(818) 788-1904
email: ken@reliantlifeshares.com
Website: reliantlifeshares.com
Products: Fractional Life Shares, Life Settlements, Funding Entity
Serving: California
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Save Gains Tax
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858 Fax: (866) 401-0424
email: pstraub@aol.com
Website: www.savegainstax.com
Services/Products: Health and Life Insurance, Covered California, Medicare Products, Annuities, Investment Advice, Charitable Remainder Trust, Sep-IRA, Roth IRA, Deferred Sales trusts, Life Settlements, Pensions, Long Term Care, California Partnership, Tax Strategies, California Insurance
Serving: Tax Strategies (Nationwide),
Insurance (California)
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Trinity Financial Services LLC
Contact: Greg Scharfeld
940 Centre Circle, Ste. 3022
Alatamonte Springs, FL 32714
(866) 870-8746
(407) 523-1980 Fax: (407) 523-1871
email: info@trinityfinancialllc.com
email: greg@trinityfinancialllc.com
Website: greg@trinityfinancialllc.com
Products/Services: Life Settlements & Life Insurance Sales
Serving: Nationwide
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Welcome Funds Inc.
Contact: Daniel Ohman, VP & COO
6001 Broken Sound Parkway, Ste. 320
Boca Raton, FL 33487
(561) 862-0244
(877) 227-4484 Fax: (561) 862-0242
email: info@welcomefunds.com
Website: www.welcomefunds.com
Products/Services: Secondary Market for Life Insurance
Serving: Nationwide

Long Term Care

LTC Associations

American Association for Long Term Care Ins.
Contact: Jesse Slome
3835 E. Thousand Oaks Blvd., Ste 336
Westlake Village, CA 91362
(818) 597-3205
email: jslome@aaltci.org
Website: www.aaltci.org
Products/Services: Sales & Marketing
Serving: Nationwide

LTC Carriers

Advanced LTC Insurance Services
Contact: Larry Banks
425 W. Broadway, Ste. 205
Glendale, CA 91204
(818) 547-6677 (800) 427-3209
Fax: (818)547-2220
Email: larry@advancedltc.com
Email: barry@advancedltc.com
Website: www.advancedltc.com
Serving: Nationwide
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American Life & Health Group
1013 Lucerne Ave., Ste. 200
Lake Worth, FL 33460
(800) 992-1492 Fax: (561) 533-0391
email: info@amlifegroup.com
Website: www.amlifegroup.com
Products/Services: Long-Term Care, Major Medical, Affordable Health Ins., Medicare Part D, Medi-Care Supplements, Life, Annuity.
Serving: Nationwide
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John Hancock LTC Insurance
Contact: LTC Sales Desk
200 Berkeley Street
Boston, MA 02116
(800) 270-1700 Ext. 1
Website: www.jhltc.com
Products/Services: LTC Insurance, Sales & Marketing Support
Serving: California and Nationwide
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Mutual of Omaha Insurance Company
Contact: Brokerage Sales Support Mutual of Omaha Plaza
Omaha, NE 68175
(800) 693-6083
email: sales.support@mutualofomaha.com
Website: www.mutualofomaha.com
Products/Services: LTC Insurers, LTC Sales & Marketing support
Serving: Nationwide
LTC Sales & Marketing
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Advanced LTC Insurance Services
Contact: Larry Banks
425 W. Broadway, Ste. 205
Glendale, CA 91204
(818) 547-6677 (800) 427-3209
Fax: (818)547-2220
Email: larry@advancedltc.com
Email: barry@advancedltc.com
Website: www.advancedltc.com
Serving: Nationwide
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AmeriCal Advanced Insurance Solutions, LLC.
Contact: Gene Tapper
1964 Westwood Blvd., Ste. 120
Los Angeles, CA 90025
(310) 441-5699 ext. 169
(866) 311-2656 ext. 169
Fax: (310) 441-5660
email: gtapper@americalltc.com
Website: www.americalltc.com
www.ltc411.com
Products/Services: Specialists in Long-Term Care Insurance Strategies
Serving: Nationwide & International
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American Association for Long-Term Care Ins.
Contact: Jesse Slome
3835 E. Thousand Oaks Blvd., Ste. 336
Westlake Village, CA 91362
(818) 597-3205
email: jslome@aaltci.org
email: info@aaltci.org
Website: www.aaltci.org
Products/Services: Sales and Marketing
Serving: Nationwide
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American Financial Marketing LLC
Contact: Gail Kane
400 Highway 169 South, Ste. 200
Minneapolis, MN 55426
(763) 593-0905 (800) 880-3072
Fax: (763) 545-5223
email: gailk@afmus.com
Website: www.afmus.com
Products/Services: LTC Marketing and Sales Support
Serving: Nationwide
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American Independent Marketing
Contact: John Hennessey
511 W. A St., Yakima, WA 98902
(800) 672-7202 Fax: (800) 829-0391
email: john.hennessey@aimforLTC.com
Products/Services: Sales & Marketing
Serving: Nationwide
––––––––––
American Insurance Marketing Services Inc.
Contact: Steven Dozier
101 TechnaCenter Drive
Montgomery, AL 36117
(334) 260-6509 (800) 325-9876
Fax: (334) 272-8342
email: info@aimsltc.com
Website: www.aimsltc.com
Serving: Nationwide
––––––––––
California Long Term Care Insurance Services, Inc.
Contact: Katie O’Rourke
Contact: Louis Brownstone
Contact: Donna Martindale
1601 Bayshore Hwy., Ste. 360
Burlingame, CA 94010
(650) 692-5202 (800) 303-1527
Fax: (650) 692-5204
email: katie@cltcinsurance.com
email: louis@cltcinsurance.com
email: donna@cltcinsurance.com
Website: www.californialongtermcare.com
––––––––––
Capitas Long Term Care
Contact: Rich Kupetsky, CLTC, President
500 La Terraza Blvd., Ste. 150
Escondido, CA 92025
(858) 546-8686 ext. 118
(877) 800-LTCI (5824) Ext. 218
email: rich.kupetsky@capitasfinancial.com
Website: www.capitasfinancial.com
Products: LTC
Serving: Nationwide
––––––––––
DI & LTC Insurance Services
Contact: Jack B. Schmitz
4302 Redwood Highway, Ste. 400
San Rafael, CA 94903
(415) 472-4800
(800) 924-2294 Fax: (415) 472-7637
email: jack@di-ltc.com
Website: www.di-ltc.com
Products/Services: DI, LTC, CI
Serving: Northern CA and Nationwide
––––––––––
ICB/Individual Commercial Brokerage
Contact: Aaron Paglia
100 Enterprise Dr., Ste. 500
Rockaway, NJ 07866
(973) 538-5511
(800) 422-0696 Fax: (973) 361-0047
email: info@ica-icb.com
email: aaron.p@ica-icb.com
Website: www.ica-icb.com
Products/Services: LTC Mktg. & Sales
Serving: Nationwide
––––––––––
John Hancock LTC Insurance
Contact: LTC Sales Desk
200 Berkeley Street
Boston, MA 02116
(800) 270-1700 Ext. 1
Website: www.jhltc.com
Products/Services: LTC Insurance, Sales & Marketing Support
Serving: California and Nationwide
––––––––––
Liberty Marketing Insurance Services
Contact: Holly Mednick
5700 1st Ave. N.
St. Petersburg, FL 33710
(800) 329-5799 (800) 810-5678
Fax: (727) 579-9767
email: info@liberty-marketing.com
Website: www.liberty-marketing.com
Products/Services: Annuities, Life, LTC Sales & Marketing
Serving: Nationwide
––––––––––
LifeStyle Insurance Service, Inc.
Long-Term Care Insurance
Contact : Carol Gardner
30448 Rancho Viejo Rd., Ste. 180
San Juan Capistrano, CA 92675
email: cgardner@lifestyleinsurance.com
Website: www.lifestyleinsurance.com
(949) 272-2260 (949) 493-2056
(800) 493-2056 Ext. 260
Fax: (949) 493-8366
Products/Services: LTC Sales & Marketing
Serving: Nationwide
––––––––––
LTC Consultants
President: Phyllis Shelton
Contact: Lawrence Vivenzio
108 Rhoades Lane
Hendersonville, TN 37075
(615) 590-0314 (888) 400-1118 ext. 120
Fax: (615) 590-0307
email: lawrence@ltcconsultants.com
Website: www.ltcconsultants.com
Products/Services: LTC Sales & Marketing Tools, Online & Onsite LTCi Training, Consumer Seminars, Motivational Speeches
Serving: Nationwide
––––––––––
LTCiTraining .com
P.O. Box 409, Rabun Gap, GA 30568
(866) 400-5224 Fax: (813) 464-8018
email: Jennifer@LTCiTraining.com
Website: www.LTCiTraining.com
––––––––––
LTC Insurers
Contact: Jackie Slaughter
8420 West Dodge Rd., 5th Floor
Omaha, NE 68114-3446
(402) 343-3637 (800) 786-5566
Fax: (402) 343-9927
email: jackie@seniormarketsales.com
Website: www.seniormarketsales.com
Products/Services: LTC Sales & Marketing
Serving: Nationwide
––––––––––
Mutual of Omaha Insurance
Contact: Brokerage Sales Support
Omaha, NE 68175
(800) 693-6083
email: sales-support@mutualofomaha.com
Website: www.mutualofomaha.com
Products/Services: LTC Insurers, LTC Sales & Marketing support, Life, DI, Accidental
Serving: Nationwide
—————
SellingLTC.com
Contact: Jennifer Ivey
P.O. Box 409, Rabun Gap, GA 30568
(877) 603-2771 Fax: (706) 746-2071
email: info@sellingltc.com
Website: www.sellingltc.com
Products/Services: LTCI Sales Marketing and Presentation Solutions, Custom Website.
Serving: Nationwide
—————
Senior Market Sales, Inc.
Contact: Dan Trumblee
8420 West Dodge Rd., 5th Flr.
Omaha, NE 68114-3446
(402) 397-3311 (800) 786-5566
Fax: (402) 397-0455
email: dtrumblee@seniormarketsales.com
Website: www.seniormarketsales.com
Products/Services: LTC Sales & Marketing, Life insurance, Annuities, Medicare Advantage, Medicare Supplement
Serving: Nationwide
—————
Specialists in Health Insurance Services
Contact: Ted Porter
3050 Citrus Circle, Ste. 114
Walnut Creek, CA 94598
(800) 300-1376 Fax: (925) 934-3023
email: tedp@sihis.com Website: www.sihis.com
Products/Services: LTC Sales & Marketing
Serving: Nationwide

Life Regional Offices

BEST Life & Health Insurance Co.
Contact: Jennifer Bolton, VP of Sales and Marketing
2505 McCabe Way
Irvine, CA 92614-6243
(800) 237-8543 ext. 169 (949) 222-2169
email: jbolton@bestlife.com
Website: www.besthealthplans.com
Products: Dental (group, PPO & indemnity); Life (group term, guarantee issue); Vision (PPO & Indemnity)
Min. Case Size: 2
Serving: 39 States
––––––––––
Boston Mutual Life
Life-Group Sales Office
Contact: Jeff Jacoby-Group Sales Mgr.
14651 Dallas Pkway., Ste. 140
Dallas, TX 75254
(800) 959-9575 Ext. 622
Fax: (972) 789-0176
email: jeff_jacoby@bostonmutual.com
Website: www.bostonmutual.com
––––––––––
Crump Life Insurance Services
Contact: Christina Flores
8950 Cal Center Dr., Building 2, Ste. 250
Sacramento, CA 95826
(800) 444-6200 (916) 403-4351
Fax: 801-517-7767
email: christina.flores@crump.com
Website: www.crumplifeinsurance.com
Services: Broker/Dealers
Products: Variable Annuities, Variable Life, Fixed Annuities, Insurance Products.
––––––––––
Guardian Life Insurance Company of America
Newport Beach: Joseph Stefano, Dir. of Sales
4685 MacArthur Court, Ste. 100
Newport Beach, CA 92660
(800) 662-6464 Direct (949) 885-1720
Fax: (949) 453-9919
email: jstefano@glic.com
Los Angeles: Arthur Stern, District Mgr. LA
(800) 225-3399 (310) 765-2201
email: astern@glic.com
San Diego: Gregg Holdgrafer, District Manager, San Diego
(800) 769-6759 (619) 881-3502
email: gholdgrafer@glic.com
Arizona/New Mexico Brady Myers, District Mgr.
(800) 227-8457
Fax: 602 567-2572
email: bmyers1@glic.com
Las Vegas: Steve Johnson, District Mgr.
(800) 662-6464 (949) 885-1726
email: sjohnson@glic.com
Fresno: Brady Spencer, District Mgr.
(800) 662-6464 (559) 389-5858
email: bspencer@glic.com
Quote email: surequote@glic.com
Website: www.guardianlife.com
Plan Type: PPO/DHMO
Fresno: Products/Services: Dental, LTD, Life, STD, Vision, All available in Voluntary, Contrib. & Non-Contrib.
Min. Case Size: 2-5000
Serving: All 50 States
––––––––––
Great West Financial
Contact: Cheney Hunt
18093 Bluegrass Rd.
Ramona, CA 92065
(760) 788-7311 Fax: (760) 788-7025
email: cheney.hunt@gwrs.com
Website: www.gwrs.com
Serving: San Diego County
––––––––––
John Hancock Retirement Plan Services
Contact: Derek MacDougall
500 N. Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400 ext. 857644
(800) 766-2685 Fax: (818) 552-3420
e-mail: derek_macdougall@Jhancock.com
Website: www.Jhpensions.com
Serving: Pacific Region
––––––––––
John Hancock Retirement Plan Services
Contact: Howard Joelson
18100 Von Karman Ave., Ste. 400
Irvine, CA 92612
(949) 442-1530 (800) 451-8775
Fax: (949) 442-1540
email: howard_joelson@jhancock.com
Website: jhonhancock.com
Serving: Orange County
––––––––––
Oxford Life Insurance Company
Contact: Mike Quaranta
2721 N. Central Ave.
Phoenix, AZ 85004
(602) 263-6666 (800) 308-2318
Fax: (866) 380-9691
email: MikeQuaranta@oxfordlife.com
Website: www.oxfordlife.com
Serving: Nationwide
––––––––––
Transamerica Strategic Marketing Desk
Contact. Chris Diaz, Director Mktg. Sales Desk
1150 S. Olive St., Ste. T-26-11
Los Angeles, CA 90015
(866) 545-9058 Fax: 213-745-4340
email: lifesales@transamerica.com
Website: www.transamerica.com

Online Resources

AgentSecure/InsureZone
Contact: John Pergande
1612 Summit Ave., Ste. 100
Fort Worth, TX 76102
(817) 704-2200 (866) 243-5934
Fax: (817) 885-7987
email: JP@insurezone.com
Website: www.insurezone.com
––––––––––
Aigilis Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921 (800) 766-0411
Fax: (480) 287-8574
email: Info@aigilis.com
Website: www.aigilis.com
––––––––––
AIS
1999 Harrison Street, Ste. 1800
Oakland, CA 94612
(800) 788-6524 (510) 893-5331
(925) 899-7880 (direct)
Fax: (888) 502-3384
email: doug@ais-insurance.com
Website: www.ais-insurance.com
Products: Ancillary, Dental, Disability, Life (group); TPAs, Vision, all starting at one life, Voluntary medical “gap” plans
Serving: AZ, CA, NV, OR, ID, TX, UT, WA,
––––––––––
Benaissance/COBRAPoint
Contact: John B. Jenkins
11808 Grant St., Ste. 200
Omaha, NE 68164
(402) 884-7021
(877) 884-7021 Ext. 101
Fax: (402) 991-5374
email: john.jenkins@benaissance.com
Website: www.benaissance.com
Products/Services: Carrier Billing, COBRA, Direct Bill, ARRA, HIPAA, Compliance Administration Software, Online Resources
Min.Case Size: 2+
Serving: Nationwide
––––––––––
Benesyst, Inc.
Contact: Michelle Thomson
14271 Jeffrey Road., Ste. 180
Irvine, CA 92620
(949) 433-7951
(608) 268-8887
email: michelle.thompson@tascline.com
Website: www.benesyst.net
Products/Services: Spending Account Services (FSA, HRA, HSA, Commuter), COBRA, Retiree Billing, Online Enrollment and Eligibility Management, Tuition Reimbursement, Wellness
Serving: Nationwide
––––––––––
BeneTrac
Contact: Summer Hamilton, VP of Sales
2385 Northside Drive, Ste. 100
San Diego, CA 92108
Phone: (619) 788-5800
(877) 645-4342
Fax: (619) 788-5801 (Operations)
Fax: (619) 788-5802 (Sales)
Email: shamilton@benetrac.com
Website: www.benetrac.com
––––––––––
Dentalinsurance.com
Contact: Avery Smith
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 437-7217 Direct (800) 366-5656
(310) 390-1000 ext. 217
Fax: (310) 390-3158
email: as@kelsey.com
Website: www.dentalinsurance.com
Products/Services: Dental Insurance Plans
Plan Type: DHMO, PPO, Indemnity, Discount
Min. Case Size: 1
Serving: Nationwide
––––––––––
Ebix Health
Contact: Ed Buck
1300 E. Shaw, Ste. 109
Fresno, CA 93710
(877) 805-2828 ext. 204 Fax: (559) 256-1009
email: ed.buck@ebix.com
Web: www.ebix.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
––––––––––
HR Ideas, Inc.
Bishop Ranch 2
Contact: Deisy Bach
2680 Bishop Dr., Ste 126
San Ramon, CA 94583
(925) 556-4404 Fax: (925) 359-1470
email: info@hrideas.com
Website: www.hrideas.com
Products: HR, Recruiting, Training & Safety
––––––––––
JHPInsight
1344 Disc Dr., Ste. 210
Sparks, NV 89436
(888) 837-4748 Fax: (800) 905-6750
email: service@jhpinsite.com
Website: www.jhpinsite.com
Products: Internet Quote Engine
––––––––––
JHC Insurance Services
Contact: Joe Hernandez
P.O. Box 3879
Ventura, CA 93006-3879
(805) 644-9678
(888) 542-4467 Fax: (805) 644-9676
email: admin@jhcbenefits.com
Website: www.jhcbenefits.com
Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs
Plan Type: PPO, Employee Choice, EPO, Indemnity
Serving: CA
––––––––––
LTC Consultants
President: Phyllis Shelton
Contact: Lawrence Vivenzio
108 Rhoades Lane
Hendersonville, TN 37075
(615) 590-0315 (888) 400-1118 ext. 120
Fax: (615) 590-0307
email: lawrence@ltcconsultants.com
Website: www.ltcconsultants.com
Products/Services: LTC Sales & Marketing Tools, Online & Onsite LTCi Training, Consumer Seminars, Motivational Speeches
Serving: Nationwide
––––––––––
LTCiTraining.com
108 Rhoades Lane
Hendersonville, TN 37075
(866) 400-5224 Fax: (813) 464-8018
email: Jennifer@LTCiTraining.com
Website: www.LTCiTraining.com
—————-
Parasol Leads
Contact: Tom Carolan
P.O. Box 1216
Arroyo Grande, CA 93421
(888) 778-0410 Fax: (888) 820-1650
email: info@parasolleads.com
Website: www.parasolleads.com
Services: Online Resource, Exclusive insurance leads
Serving: Nationwide
—————-
Quotit®Corporation
721 S. Parker St., Suite 330
Orange, CA 92868
(866) 478-6899 Fax: (714) 564-5025
Email: info@quotit.com
Website: www.quotit.com
––––––––––
SellingLTC.com
Contact: Jennifer Ivey
P.O. Box 409
Rabun Gap, GA 30568
(877) 603-2771 Fax: (706) 746-2071
email: info@sellingltc.com
Website: www.sellingltc.com

Paramedical

APPS Portamedic
(877) 314-3771
email: support@appshq.com
Bakersfield
(661) 397-3063
APPS76@appsdom.com
Central Valley
(559) 369-4949 (800) 510-5203
Lodi.CA@APPSdom.com
Fresno, CA
(559) 230-2644 (800) 510-5203
BR288@portamedic.com
Garden Grove
(714) 748-4580
apps33@appsdom.com
Inland Empire
(909) 243-7900
Apps68@appsdom.com
Los Angeles
(800) 439-2770
apps09@appsdom.com
San Diego
(619) 497-0080
APPS34@appsdom.com
San Francisco
(650) 375-1750
APPS37@appsdom.com
San Jose
(408) 551-0351
APPS10@appsdom.com
Ventura
(805) 654-0749
apps55@appsdom.com
Walnut Creek
(800) 972-9777
APPS16@appsdom.com

Examination Management Services Inc.
Bakersfield (661) 735-3368
Burlingame (650) 777-0955
Chico (530) 895-3203
Colton (909) 370-0350
Hollywood (877) 506-4320
Irvine (949) 436-7497
Los Angeles – Gardena (310) 366-5820
Los Angeles – Montebello (323) 722-4100
Los Angeles – Wilshire (213) 616-0083
Oakland (510) 639-1813
Orange County – Brea (714) 674-0724
Sacramento North (916) 729-0700
San Diego Branch (619) 758-7777
Santa Clarita Valley – Canyon Country
(661) 251-3800
Van Nuys (818) 909-0807
––––––––––
ExamOne
Glendale – SF Valley & Ventura County
230 N. Maryland Ave., Ste. 110
Glendale, CA 91206
email: glendale@examone.com
(855) 570-3926
Los Angeles – 420 E. 3rd St., Ste. 802
Los Angeles, CA 90013
(855) 570-3926
tolucalake@examone.com
Orange – Orange & LA County
946 W. Town & Country Rd., Bldg. B
Orange, CA 92868
email: orangecounty@examone.com
(855) 570-3926
3600 Central Ave. Ste. 3
Riverside CA, 92506
Exam One (cont.)
email: sanbernardino@examone.com
(855) 570-3926
San Diego – San Diego County
5575 Ruffin Rd., Ste. #230
San Diego, CA 92123
email: sandiego@examone.com
(855) 570-3926,
Concord – San Francisco East Bay Area
5167 Clayton Rd, Ste. H
Concord, CA 94521
email: concord@examone.com
(925) 288-9850, San Jose – South Bay Area
2905 Stender Way Ste. 32
Santa Clara, Ca 95054
email: sanjose@examone.com
(866) 213-9496
Sacramento – Stockton & North Coast
720 Sunrise Ave., Ste. 102-C
Roseville, CA 95661
email: sacramento@examone.com
(916) 786-5890,
––––––––––
Superior Health Examiners Inc.
Contact: Debra Hanson
Main Office: 24009 Ventura Blvd., Ste. 240
Calabasas, CA 91302
(800) 564-3543 Fax: (818) 593-8629
email: Superiorhealthfaxes@gmail.com
Paramedical Services Mobile, Parameds, In-House Parameds, Medical Doctors (mobile), Board Certified Doctors, Blood Draws, HOS, EKG, X-Ray, TVC, Treadmills (mobile), Portamedic Approval
Serving: Nationwide
––––––––––
Superior Mobile Ins. Solutions
Contact: Meg Rose
3838 Camino Del Rio North, Ste. 250
San Diego, CA 92108
(619) 500-6264 • (800) 898-3926 Opt 1
email: mrose@smminsurance.com
Website: smminsurance.com
Health Data Collection, Paramedical Exams
Medical Records Retrieval
–––––––––
MVP Record Retrieval
Contact: Chuck Dart
P.O. Box 5237. Modesto, CA 95352
(209) 342-6662
(866) 377-0018 Fax: (866) 377-0019
email: cdart@mvpretrieval.com
Website: www.mvpretrieval.com
Service: Nationwide APS & med. record retrieval
––––––––––
Datafied
Contact: Linda Nefos
1210 N. Jefferson St., Ste. P
Anaheim, CA 92807
email: lnefos@datafied.com
Website: www.datafied.com
(877) 328-2343 x. 242 Fax: (800) 922-3892
Service: APS Copy Service/Records Retrieval

Section 125

AFLAC, Torrance
Contact: Cameron Bell
2390 Crenshaw Blvd., Ste. 307
Torrance, CA 90501
(626) 379-4265 Fax: (909) 266-9622
email: cameron_bell@us.aflac.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group
Worksite Products with Guarantee Issue, Specializing in Credit Unions
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Min. Case Size: 100+ Ind., 100+ Group
Serving: CA
–––––––––
AFLAC, LaVerne
Contact: Henry Sauceda
2268 Alpha Circle
La Verne, CA 91750
(909) 257-5696 (800) 356-2644 x 6657239
email: Henry.Sauceda@cunamutual.com
Website: Cunamutual.com
Products: Credit Union Association, Trust, PEOs, Self Funded, Fully Insured Medical, Dental, Life, Disability and Worksite
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Min. Case Size: 50+ Group
Serving: CA, AZ, NV, AK, HI, CO, MT, ID, OR, WA, CO, WY
–––––––––
AFLAC, Los Angeles
Contact: Adam Michaels
12121 Wilshire Blvd., Suite 1000
Los Angeles CA 90025
(310) 744-6101 Fax: (310) 744-6199
email: adam_michaels@us.aflac.com
Website: www.aflac.com
Minimum Group Size: 3
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Disability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit Statements, Per Diem Available
Serving: Nationwide
––––––––––
Benefits Store Inc.
Contact: Roger Smith or Jake Schroeder
(800) 446-2663 Fax: (925) 855-2051
email: info@benefitsstore.com
Website: www.benefitsstore.com
Products/Services: Association health (group), TPA for Small Group Cafeteria Plans
Serving: Nationwide
––––––––––
Benesyst, Inc., a TASC Company
Contact: Michelle Thompson, Senior Account Exec., West U.S.
14271 Jeffrey Road, Ste. 180
Irvine, CA 92620
(949) 433-7951 or (608) 268-8887
email: michelle.thompson@tasconline.com
Website: www.benesyst.net
Products/Services: Spending Account Services (FSA, HRA, HSA, Commuter), COBRA, Retiree Billing, Online Enrollment Consolidated Billing, Eligibility Management, Tuition Reimbursement adminstration, Wellness Rewards Administration
Serving: Nationwide
–––––––––
BEN-E-LECT
Contact: Marketing Department
5429 Avenida de Los Robles, Ste. A
Visalia, CA 93291
(559) 733-1240 Fax: (559) 635-6527
Website: www.benelect.com
Products: Cafeteria Plans, Dental (group); EOB Concierge, Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); Vision, Web Portal, Life (group), Debit Card, Payroll, HR
Serving: AZ, CA, CO, KS, NV, WA
––––––––––
BPI-Flex Administrators
Contact: Sarah Fakan
432 East Pearl Street
Miamisburg, OH 45342
(800) 865-6543 ext. 104 Fax: (937) 865-6502
email: info@BusinessPlansInc.com
Website: www.myCafeteriaPlan.com
Website: www.myBenefitStatements.com
Website: www.myCobraPlan.com
Min. Case Size: 10
Products/Services: TPA Services, Total Compensation Statements, COBRA Administration, Retiree Billing
––––––––––

ChoiceBuilder

 

 

 

Choice Builder
Kevin M. Timone, Chief Sales Officer
721 S. Parker, Ste. 200
Orange, CA 92868
(866) 412-9254 Fax (866) 412-9261
Email: ktimone@choceadmin.com
Website: www.choicebuilder.com
Products/Services: TPA, Employee Choice Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Section 125, HR Support, Cal Perks Discounts
Min. Case Size: 2 to 99
––––––––––
CONEXIS
Contact: Marc McGinnis
721 S. Parker, Suite 300
Orange, CA 92868
(877) CONEXIS [266-3947] Ext. 4623
email: mmcginnis@CONEXIS.com
Website: www.CONEXIS.com
Products/Services: Employee Benefit Administration – FSA, HRA, HSA, Commuter Benefits, COBRA, and Direct Bill Services
Min. Case Size: 2 to Unlimited
Serving: Nationwide
––––––––––
Core Documents Inc.
Contact: Gene Ennis
P.O. Box 14538
Bradenton, FL 34280
(888) 755-3373 Fax: (941) 795-4802
email: coreservice@coredocuments.com
Website: www.CoreDocuments.com
Products/Services: Section 125 POP, FSA, HSA 132 & HRA Plan Documents
Serving: Nationwide
––––––––––
Ebix Health
Contact: Ed Buck
1300 E. Shaw, Ste. 109, Fresno, CA 93710
(877) 805-2828 ext. 204 Fax: (559) 256-1009
email: ed.buck@ebix.com
Website: www.ebix.com
Products/Services: Quoting Group/IFP,
Ebix Health (cont.)
Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
––––––––––
Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
P.O. Box 889
Coldwater, MI 49036
(517) 489-4581
Fax: (517) 278-0764
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services: Workforce Management Administrator for Human Capital Management, COBRA, FSAs, HRAs,HSAs, POP, Time and Attendance, HIPAA, Privacy & Security, Payroll, HR Services, Portability Solutions
Serving: Nationwide
––––––––––
JHC Insurance Services
Contact: Joe Hernandez
P.O. Box 3879
Ventura, CA 93006-3879
(805) 644-9678
(888) 542-4467 Fax: (805) 644-9676
email: admin@jhcbenefits.com
Website: www.jhcbenefits.com
Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs
Plan Type: PPO, Employee Choice, EPO, Indemnity
Serving: CA
––––––––––

PayProLogo

 

 

 

 

 

PayPro Administrators
Contact: Bobbi Hamilton Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRIMS, HRA, HSA, Sec. 125
Contact: Felix Acajabon for Pension & Pension Plan Administration
6180 Quail Valley Ct.
Riverside, CA 92507
(800) 427-4549 Fax: (951) 656-9276
(951) 656-9273 Ext. 226 Bobbi
(951) 656-9273 Felix
email: bobbih@pagroup.us
email: felixa@pagroup.us
email: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS
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Tricast Inc.
Contact: Rob Bigalke
10400 W. Innovation Dr., Ste. 310
Milwaukee, WI 53226
(414) 302-9733 ext. 208
(888) 321-2021
Fax: (414) 302-9837
email: learnmore@tricast.com
email: kristin.karakis@tricast.com
email: rob.bigalke@tricast.com
Website: www.tricast.com
Products/Services: Audit, PBM RFPs, Prescription Drug Plans, Sec. 125, Surveillance, Wellness, Fraud, Waste and Abuse
Min. Case Size: 25
Serving: Nationwide

Third Party Aministrators (TPAs)

Advantek Benefit Administrators
Contact: Erin Ellis
P.O. Box 45007
Fresno, CA 93718
(866) 556-7655
Fax: (559) 228-5460
email: eellis@santehealth.net
Website: www.advantekbenefit.com
Products/Services: TPA for Medical, Dental & Vision, COBRA/HIPAA, Utilization Management & Disease Management
Serving: Nationwide
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Affordable Benefit Administrators Inc.
Contact: Marie Ackad
444 Irving Dr., Ste. 202, Burbank, CA 91504
(818) 842-0147 (800) 350-0148
Fax: (818) 842-0225
email: m_ackad@benefitsaba.com
Website: www.benefitsaba.com
Products/Services: TPA for partially self-funded Medical, Dental, Vision, HSA plans, Cobra/HIPAA & flex, Utilization Review and Case Management and well versed in the Affordable Care Act
Serving: Nationwide
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AGIA Insurance Services
Contact: David H. McCarty
1155 Eugenia Place
Carpinteria, CA 93013
(800) 244-2462
Fax: (763) 416-4931
email: DMcCarty@AGIA.com
Website: www.agia.com
Products/Services: Associations, Life, Accident & Health, Emergency Assistance Travel
Serving: Nationwide
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AIS
Contact: Doug Shimada
1999 Harrison Street, Ste. 1800
Oakland, CA 94612
(800) 788-6524
(510) 893-5331 ext. 125
Fax: (888) 502-3384
email: doug@ais-insurance.com
Website: www.ais-insurance.com
Products/Services: Ancillary, Dental, Vision, Disability, Life (Group); TPAs, all starting at one life, Voluntary medical
Min. Case Size: 1
Serving: AZ, CA, ID, NV, OR, TX, UT, WA
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American Association for Quality Healthcare
Contact: Nancy Ginter
23251 Mullholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
email: info@aaqhc.com
Website: www.aaqhc.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA
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Beneficial Administration
Contact: Steve Course
2505 McCabe Way
Irvine, CA 92614
(949) 756-1000
(800) 854-7417
Fax: (949) 724-1603
email: scourse@beneficialadmin.com
Website: www.beneficialadmin.com
Products/Services: Individual, Small Group & Mid-Market Administration, “Fully Insured and ASO”
Serving: Nationwide
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Benefit Resource, Inc.
Contact: Tom Guiler, Vice-President
245 Kenneth Drive
Rochester, NY 14623-4277
Toll Free: 866-996-5200
email: tguiler@benefitresource.com
email: info@benefitresource.com
Website: www.benefitresource.com
Products: Flexible Spending Accounts, Health Reimbrustement Accounts, Health Savings Accounts and Communiter Benefits
Min. Case Size: 5
Serving: Nationwide
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Benefit Service Center
Contact: Scott Freeman
9500 Topanga Canyon Blvd.
Chatsworth, CA 91311
(800) 842-6635
Fax: (818) 678-0027
email: services@bscinc.com
Website: www.bscinc.com
Products/Services: Employee Benefits Administration including: Premium Reconciliation, Billing, Eligibility, Open Enrollments, New Hire Administration, COBRA, Retiree Administration, Claims Advocacy, Database Management, and Call Center, FSA
Min. Case Size: 250
Serving: Nationwide
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Benefit & Risk Management Services Inc.
Contact: Paul Schafer
80 Iron Point Circle, Ste. 200
Folsom, CA 95630
(916) 467-1400 Ext. 1245
Fax: (916) 467-1401
email: paul.schafer@brmsonline.com
Website: www.brmsonline.com
Products/Services: Full-Service Employee Benefit TPA (Group Medical, Dental, Vision, Sec. 125, Flexible Spending Accounts, COBRA/HIPAA, medical management, and utilization review with proprietary Virtual Benefits Administration System (Vbas)
Min. Case Size: 50
Serving: Nationwide
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BEN-E-LECT
Contact: Marketing Department
5429 Avenida de Los Robles, Ste. A
Visalia, CA 93291
(559) 733-1240 Fax: (559) 635-6527
Website: www.benelect.com
Products: Cafeteria Plans, Debit Card; Dental (group); EOB Concierge; Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); HR; Life (group); Payroll; Vision; Web Portal
Serving: AZ, CA, CO, KS, NV, WA
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Benesyst, Inc.
Contact: Michelle Thompson
14271 Jeffrey Road, Ste. 180
Irvine, CA 92620
(949) 433-7951 (608) 268-8887
email: michelle.thompson@tasconline.com
Website: www.benesyst.net
Products/Services: Spending Account Services (FSA, HRA, HSA, Commuter), COBRA, Retiree Billing, BeneSmart® Online Enrollment and Eligibility Management, Tuition Reimbursement, Wellness, Rewards Administration
Serving: Nationwide
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BPI-Flex Administrators
Contact: Sarah Fakan
432 East Pearl Street
Miamisburg, OH 45342
(800) 865-6543 ext. 104 Fax: (937) 865-6502
email: info@BusinessPlansInc.com
Website: www.myCafeteriaPlan.com
Website: www.myBenefitStatements.com
Website: www.myCobraPlan.com
Min. Case Size: 10
Products/Services: TPA Services, Total Compensation Statements, Cobra Administration, Retiree Billing
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CaliforniaChoice®
Kevin M. Timone, Chief Sales Officer
721 South Parker, Suite 200
Orange, CA 92868
(800) 542-4218 Fax: (714) 542-4244
Email: ktimone@choiceadmin.com
Website: www.calchoice.comre
Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Payroll Services, Cal Perks Discounts, HR Support
Min. Case Size: 2-50
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CalChoice51+Logo
CaliforniaChoice 51+
Kevin M. Timone, Chief Sales Officer
721 South Parker, Suite 200
Orange, CA 92868
Phone: (866) 226-7431
Fax: (714) 347-3840
Email: ktimone@choiceadmin.com
Website: www.calchoiceplus.com
Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Cal Perks Discounts, HR Support
Min. Case Size: 51-199
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Capitol Administrators
Contact: Dave Reynolds
2920 Prospect Park Dr., Ste. 210
Rancho Cordova, CA 95670
(916) 669-2510
Fax: (916) 669-0575
email: dreynolds@capitoladm.com
Website: www.capitoladm.com
Products/Services:TPAs
Min. Case Size: 50
Serving: Nationwide
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ChoiceBuilder

 

 

 

 

Choice Builder®
Kevin M. Timone, Chief Sales Officer
721 S. Parker, Suite 200
Orange, CA 92868
Phone: (866) 412-9254
Fax (866) 412-9261
Email: ktimone@choiceadmin.com
Website: www.choicebuilder.com
Products/Services: TPA, Employee Choice Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Section 125, HR Support, Cal Perks Discounts
Min. Case Size: 2 to 99
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Coastal TPA Inc.
Contact: Debi Hardwick
928 East Blanco Road
Salinas, CA 93901
(831) 754-3800 Ext. 104
(800) 564-7475 Fax: (831) 754-3830
email: DHardwick@coastalmgmt.com
Website: www.coastalmgmt.com
Products/Services: Group Medical, Dental & Vision Claims Administration; Disease Management and Preferred Provider Panels, Medical and Dental Provider Networks
Min. Case Size: 50 to Unlimited
Serving: Nationwide
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CONEXIS
Contact: Marc McGinnis
721 S. Parker, Suite 300
Orange, CA 92868
(877) CONEXIS [266-3947] Ext. 4623
email: mmcginnis@CONEXIS.com
Website: www.CONEXIS.com
Products/Services: Employee Benefit Administration – FSA, HRA, HSA, Commuter Benefits, COBRA, and Direct Bill Services.
Min. Case Size: 2 to Unlimited
Serving: Nationwide
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Web

 

 

 

 

Contractor’s Choice®
Constance Sullivan, Vice President
721 South Parker, Suite 200
Orange, CA 92868
(866) 358-9456 Fax: (714) 542-9309
Email: csullivan@contractorschoice.net
Website: www.contractorschoice.net
Products/Services: TPA, Employee Choice (HMO/PPO), Ancillary Benefits, Dental, Vision, Group Life
Min. Case Size: 5
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CoPower Inc.
Contact: Pratibha Patel
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
(888) 920-2322 Fax: (650) 348-1149
Products: CoPower ONE, bundled product with Dental, Vision, and Life, CoPower Suite with MetLife, and Dental and Vision products
Services: Third Party Administrator for Dental, Vision, Group Life
Min. Case Size: 2
Serving: Nationwide
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Cypress Dental & Vision
Contact: Sales
7510 Shoreline Dr., Ste. A-1
Stockton, CA 95219
(800) 350-3989 Fax: (209) 478-5614
email: sales@cypressadmin.com
Website: www.cypressadmin.com
Products/Services: Dental and Vision plans, Fully Insured, TPA, Self-Funded Plans (group & individual)
Min. Case Size: 1
Serving: CA
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Direct Dental
209 San Anselmo Ave.
San Anselmo, CA 94960
(415) 457-2836 Fax: (415) 454-2928
email: drjohn@directdentalplans.com
Website: www.directdentalplans.com
Products/Services: TPA
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Ebix Health
Contact: Ed Buck
1300 E. Shaw, Ste. 109
Fresno, CA 93710
(877) 805-2828 ext. 204
Fax: (559) 256-1009
email: ed.buck@ebix.com
Website: www.ebix.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
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eflexgroup.com (eflex)
Contact: Tom Jacobs
2740 Ski Lane
Madison, WI 53713
(608) 243-8277 (877) 933-3539
Fax: (877) 231-1287
email: teamwest@eflexgroup.com
Website: www.eflexgroup.com
Products/Services: FSA, HSA, HRA, Transit, COBRA, Debit Card, On-Line Enrollment and Eligibility
Min. Case Size: N/A
Serving: Nationwide
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Employee Benefits Specialists, Inc.
Contact: Jennifer Leugers
5934 Gibraltar Dr., #206
Pleasanton, CA 94588
(925) 460-3910 (800) 229-7683
Fax: (925) 460-3920
email: jennifer.leugers@ebsbenefits.com
website: www.ebsbenefits.com
Products: FSA, Section 132, COBRA, Retiree Administration, Invoice Reconciliation, Voluntary, WORKTERRA – our proprietary online enrollment and eligibility system
Serving: Nationwide
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Employer Administrative Services Co.
Contact: Jack C. Annett
2455 Bennett Valley Blvd., Ste. B303
Santa Rosa, CA 95404
(707) 546-4570
Fax: (707) 524-2387
email: jack@easc.com
Website: www.easc.com
Products/Services: TPAs
Min. Case Size: 50
Serving: CA
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HealthNow Administrative Services
2520 Venture Oaks Way, Ste. 450
Sacramento, CA 95833
(800) 220-2600
Fax: (916) 604-3470
email: Anderson.Margaret@healthnow.org
Website: www.hnas.com
Products: COBRA/HIPAA, Flexible Benefits, Self Funded Plans, Ancillary Products, Dental, Vision, Life & DI Insurance
Min. Case Size: 50 to Unlimited
Serving: Nationwide
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Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
P.O. Box 889
Coldwater, MI 49036
(517) 489-4581
Fax: (517) 278-0764
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services: Workforce Management, Administrator for Human Capital Management, COBRA, FSAs, HRAs,HSAs, POP, Time and Attendance, HIPAA, Privacy & Security, Payroll, HR Services, Portability Solutions
Serving: Nationwide
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Innovative Pension Strategy & Design
Contact: Sidney Lopez
14251 Danielson St., Poway, CA 92064
(858) 748-6500 (858) 218-3441
Fax: (858) 748-0615
email: Sidney@ipsd.com
Website: www.ipsd.com
Website: www.innovativepension.com
Products/Services: 401(k), defined benefit plans
Min. Case Size: 1
Serving: Nationwide
_________
JHC Insurance Services
Contact: Joe Hernandez
P.O. Box 3879
Ventura, CA 93006-3879
(805) 644-9678 (888) 542-4467
Fax: (805) 644-9676
email: admin@jhcbenefits.com
Website: www.jhcbenefits.com
Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs
Plan Type: PPO, Employee Choice, EPO, Indemnity
Serving: CA
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Kelsey National Corp.
Contact: Mark Kelsey
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 437-7241 (800) 366-5656 Ext. 241
Fax: (310) 390-3158
email: mk@kelsey.com
Website: www.kelsey.com
Products/Services: TPAs
Min. Case Size: 1
Serving: Nationwide
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Merchants Benefit Administration, Inc
Contact: Brittney Neidhardt
15974 N. 77th St., Ste. 102
Scottdale, AZ 85260
(800) 800-6543 Fax: (480) 776-5050
email: agentservices@mbaadmin.com
Website: www.mbaadmin.com
Products/Services: Dental (ind.), Health (Group), Life (Guaranteed Issue)
Min. Case Size: 1
Serving: Nationwide
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MESVision
Contact: Mike Schell
345 Baker St.
Costa Mesa, CA 92626
(800) 877-6372
Fax: (714) 619-4670
email: mschell@mesvision.com
Website: www.mesvision.com
Products/Services: Group Vision Plans (Fully Insured and Self-Funded)
Min. Case Size: 5
Serving: Nationwide
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MVI Administrators
Contact: Jeff Van De Moere
1011 Camino Del Rio South, Ste. 300
San Diego, CA 92108
(619) 260-2660 (800) 927-8380
Fax: (619) 260-2666
email: jv@mviadmin.com
Website: www.mviadmin.com
Products/Services: TPAs
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MWG Dental
Plan & Vision Plan
Contact: Robin Williams
P.O. Box 14067, Jackson, MS 39236
5722 I-55 N. Frontage Rd.
Jackson, MS 39211
(601) 956-2028 Ext.1116
(800) 800-1397
Fax: (601) 956-1702
email: robin.williams@morganwhite.com
Website: www.mwgdental.com
Products/Services: TPA
Min. Case Size: 2
Serving: Nationwide
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National Retirement Services Inc. (NRS)
Contact: Nate Delong
5832 Bolsa Ave., Ste. 100
Huntington Beach, CA 92649
(714) 622-3244
(800) 350-2172 Fax: (714) 622-3189
email: Nate.Delong@NRServices.com
Website: www.nrservices.com
Products/Services: TPAs, Profit sharing and Defined Benefit Plans
Min. Case Size: 1
Serving: Nationwide
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OptumHealth
Contact: Steve Grunewald
P.O. Box 9472, NV960-1000
Minneapolis, MN 55440-9472
(866) 427-6804
email: steve.grunewald@optum.com
Website: www.optumhealthfinancial.com
Products/Services: HSA (Banking), FSA, HRA, COBRA, Retiree, Transportation
Serving: Nationwide
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Pacific Benefits iFlex, Inc.
Contact: Mimi Lyon
3090 Fite Circle, Ste. 101
Sacramento, CA 95827
(916) 363-2101 ext. 226
Fax (916) 363-4213
email: mimi@pacificbenefits.com
Website: www.pacificbenefits.com
Products/Services: TPA, FSA, HRA, HSA, POP, Transportation
Serving: Nationwide
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PayProLogo

 

 

 

 

 

PayPro Administrators
Contact: Bobbi Hamilton Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRIMS, HRA, HSA, Sec. 125
Contact: Felix Acajabon for Pension & Pension Plan Administration
6180 Quail Valley Ct., Riverside, CA 92507
(800) 427-4549
(951) 656-9273 Ext. 226 Bobbi
(951) 656-9273 Felix Fax: (951) 656-9276
email: bobbih@pagroup.us
email: felixa@pagroup.us
email: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS
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P&A Administrative Services, Inc.
Contact: Rick Neward
411 Marigold Ave.
Corona Del Mar, CA 92625
(949) 202-8266 (800) 688-2611
Fax: (716) 855-7156
Email: newardr@padmin.com
Website: www.padmin.com
Products/Services: FSA, HRA, HSA, Commuter, COBRA and Retiree Billing
Min. Case Size: 10
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Pinnacle Claims Management, Inc.
Contact: Camin Turner, Regional Sales Mgr.
17620 Fitch, Irvine, CA 92614
(209) 210-8092 Fax: (949) 809-8943
email: cturner@pinnacletpa.com
Website: www.pinnacletpa.com
Products/Services: Full-service health benefits administration for self-funded employers. Offering medical, dental, pharmacy, vision, FSA, COBRA, and retiree administration, in addition to integrated disease and care management programs, wellness and more. Online tools, proprietary networks, and customized reporting available to empower both the employer and their employees. Also provides administration, sales and agent support for Covered Califronia’s Small Business health Options Program (SHOP).
Serving: Western United States
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Polycomp Administrative Services Inc.
Contact: Kim Torio
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111
(800) 736-7090
Fax: (818) 346-8672
email: ktorio@polycomp.net
Website: www.polycomp.net
Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Retirement Plans
Min. Case Size: 1
Serving: Nationwide
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Pram Insurance Services, Inc.
Contact: David P. Wilson, CEO
711 East Imperial Highway, Ste. 100
Brea, CA 92821
(714) 671-3951 ext. 12
Cell (714) 904-7850
Fax: (714) 255-0977
email: dwilson@pram.com
Website: www.pram.com
Products: MGU for Fully Insured Prescription Drug Card Plans for Traditional Employers, Associations, Voluntary Plans, Worksite, Limited Benefit and Indemnity Plans
Services: National Registered Adminstrator “TPA” dedicated exclusively to providing Full Turnkey Pharmacy Administration
PBR Pharmacy Auditing for Employer Plans
Min. Case Size: 100
Serving: Nationwide
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PRB Insurance and Financial Services
1990 S. Bundy Drive, Ste 410
Los Angeles, CA 90025-1448
(424) 248-2441
Fax: (424) 248-2461
email: info@prbinc.com
Website: www.prbinc.com
Products/Services: TPAs, 401(k), Individual and Group Life and Disability Insurance, NQDC, Employee Benefits, Retirement Income Planning, Financial Planning.
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Precept Insurance Solutions LLC
Contact: Lexi Ruben
130 Theory, Ste. 200
Irvine, CA 92617
(949) 955-1430
(800) 344-1430
Fax: (949) 955-9471
email: info@preceptgroup.com
Website: www.preceptgroup.com
Products: AD&D, Cafeteria Plans, COBRA, Dental (group, ind.); Disability (group); Financial Planning, Health (group, HSA, self funded administration); Life (group term); LTC, Pension (401[k], Pension plans/ profit sharing); Vision; Wellness; Worksite Marketing
Serving: Nationwide
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Qualified Benefits
Contact: Gregory Taylor
21031 Ventura Blvd., 12th Flr.
Woodland Hills, CA 91364
(818) 594-4900
Fax: (818) 887-3048
email: gregdt@qbillc.com
Website: www.qbillc.com
Products/Services: TPAs
Min. Case Size: 1
Serving: Nationwide
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Redwood Health Services
Contact: John W. Nacol
3510 Unocal Place, Ste. 108
Santa Rosa, CA 95403
(707) 525-4370 (800) 548-7677 ext.121
Fax: (707) 525-4270
email: jnacol@rhs.org
Website: www.rhs.org
Plan type: PPO, FSA, POP, HRA
Products/Services: Health Plans, COBRA, Third Party Administration
Min. Case Size: 2-1000
Serving: Nationwide
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Simplifi
Contact: Tod Lawrence
250 Civic Center Drive, Ste. 350
Columbus, OH 43215
(614) 635-8788 (800) 428-8194
email: tod_lawrence@simplifieso.com
Website: www.simplifieso.com
Products/Services: Customized out-sourced HR, TPAs
Min. Case Size: 250
Serving: Nationwide
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Superior Administrators Inc.
Contact: Marcia Delgado
3720 S. Susan St., Ste. 200
Santa Ana, CA 92704
(714) 429-1700 ext. 228
(888) 429-9090 ext. 228 Fax: (714) 429-1393
email: mmdelgado@superioradministrators.com
Website: www.superioradministrators.com
Products/Services: TPA
Serving: Nationwide
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TLC Administrators
Contact: Mary Tarell
3340 Walnut Ave., Ste. 290
Fremont, CA 94538
(510) 795-0103 (800) 533-0113
Fax: (510) 795-0858
email: mary@lipman.com
Website: www.myrsc.com
Products/Services: TPAs
Serving: Nationwide
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TripleChoice Plan Dental
Contact: Lawrence V. Kent
1964 Westwood Blvd., Ste. 120
Los Angeles, CA 90025
(310) 470-2343 ext. 0 (800) 489-7577
Fax: (310) 441-5660
email: info@triplechoiceplan.com
email: la.quotes@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products/Services: Dental
Min. Case Size: 2
Plan Type: DHMO, PPO, Indemnity, Individual and Group
Serving: Statewide
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Trust Administrators Inc.
Contact: Royce A. Charney, J.D.
1300 Clay Street, Ste. 600
Oakland, CA 94612
(888) 951-5556
Fax: (888) 951-1116
email: rcharney@trustadmin.com
Website: www.trustadmin.com
Products/Services: TPA for Cafeteria Plans, Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), Health Reimbursement Arrangements (HRAs), Direct Dental and Vision Reimbursement, COBRA, Commuter Benefits, Eligibility & Consolidated Billing Services
Min. Case Size: 100
Serving: Nationwide
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United Administrative Services
Contact: Pamela Barrett
6800 Santa Teresa Blvd., Ste. 100
San Jose, CA 95119
(408) 288-4419 Fax: (408) 288-4419
email: pbarrett@uastpa.com
Website: www.uastpa.com
Products/Services: TPAs
Serving: CA
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Veritas Health Systems Administrators and Insurance Services Inc.
Contact: Kevin Nichols
1415 Victor Ave.
Redding, CA 96003-4035
(530) 223-7717 Ext. 2488
(877) 313-7700 Ext. 2488
Fax: (530) 223-7719
email: knichols@myveritashealth.com
Website: www.myveritashealth.com
Products/Services: CDH Plan design and TPA Services
Min. Case Size: 2
Serving: Nationwide
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Zenith American Solutions
Contact: Becky Placek
221 Main St., Ste. 250
San Francisco, CA 94105
(415) 536-8268 Fax: (415) 546-0600
(800) 388-0508 ext.448268
email: bplacek@zenith-american.com
Website: www.zenith-american.com
Products/Services; TPAs
Min. Case Size: 500
Serving: Nationwide

Worksite Marketing

AFLAC, Torrance
Contact: Cameron Bell
2390 Crenshaw Blvd., Ste. 307
Torrance, CA 90501
(626) 379-4265
Fax: (909) 266-9622
email: cameron_bell@us.aflac.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group
Worksite Products with Guarantee Issue, Specializing in Credit Unions
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments, Specializing in Credit Unions
Min. Case Size: 100+ Ind., 100+ Group
Serving: CA
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AFLAC, Los Angeles
Contact: Adam Michaels
12121 Wilshire Blvd., Suite 1000
Los Angeles CA 90025
(310) 744-6101 Fax: (310) 744-6199
email: adam_michaels@us.aflac.com
Website: www.aflac.com
Minimum Group Size: 3
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Disability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit Statements, Per Diem Available
Serving: Nationwide
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AIG Benefits Solutions
Employee Benefits Solutions
Contact: Jorge Aldana
777 S. Figueroa St., 17th Flr.
Los Angeles, CA 90017
(213) 689-3929 Fax: (866) 716-6722
email: jorge.aldana@aigbenefits.com
Website: http://www.aigbenefits.com
Products/Services: Dental, Vision, Life, Disability and Worksite Products, LTD, STD, Voluntary Benefits
Serving: Southern California Area
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Aigilis Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921 (866) 205-1936
Fax: (480) 287-8574
email: info@aigilis.com
Website: www.aigilis.com
Products: ACA medical GAP plans, Accident; Critical Illness; Dental (ind., group)
Serving: Nationwide
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Allstate Benefits
Contact: Shaun Walti, Regional Dir., CA
450 Exchange, Ste. 250
Irvine, CA 92602
(714) 916-7193
email: shaun.walti@allstate.com
Website: www.allstatevoluntary.com; www.allstatebenefits.com
Products/Services: Worksite Marketing, Voluntary Benefits
Min. Case Size: 3
Serving: Nationwide
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Assurity Life Worksite Division
Contact: Jim Quinney–Caliwaii Ins. Mktg.
3031 Stanford Ranch Rd., Ste. 2, #230
Rocklin, CA 95765
(916) 781-9850 ext. 1001
Fax: (916) 259-1844
email: jim@caliwaii.com
Website: www.assurity.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide
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benefitsCONNECT®
Contact: Jeff Franklin, Director of Business Development
3101 Zinfandel Drive., Ste. 200
Rancho Cordova, CA 95670
(916) 421-4000 Fax: (916) 307-5760
email: info@benefitsconnect.net
email: sales@benefitsconnect.net
email: jeff@benefitsconnect.net
Website: www.benefitsconnect.net
Products/Services: Online Benefits Enrollment and Administration
Serving: Nationwide
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Chimienti & Associates Insurance Services
Contact: Toney Chimienti
3400 Mineral King, Ste. B
Visalia, CA 93291
(877) 733-1670 Fax: (559) 733-8058
email: info@chimienti.com
Website: www.chimienti.com
Products: Medical GAP plans, PremiumSaver, Guarantee Issue Voluntary Disability, Critical Illness, Accident, Dental, Vision, Term, UL, WL Life Insurance, COBRA-HSA-HRA-Sec. 125 Adminstration
Services: Internet based Employee Benefits Enrollment with Billing & Eligibility Management Techonology, incudes Self Serve w/Chat Session and Call Center enrollment
Serving: 40 states
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Colonial Life & Accident Insurance Company
Contact: Mike Keller
Southwest Region Vice President of Sales
4965 Preston Park Boulevard, Suite 140
Plano, TX 75093
(972) 468-9672 Fax: (972) 964-0270
Email: mlkeller@coloniallife.com
Products/Services: Disability, Life, Accident, Cancer, Critical Illness,Supplemental Health, Benefits Communication, Enrollment Technology, Administration Support, One-To-One Enrollments, Online Enrollments, Call Center Enrollments
Minimum case size: 3
Serving: Nationwide
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Combined Worksite Solutions
Contact: Nathaniel Johnson
email: nathaniel.johnson@combined.com
Website: www.combined.com
(818) 388-6079
Products/Services: Disability income Protector, Universal Life Protector, Accident Protector Plus, Accident and Sickness Protector, Cancer Care Protector, Critical Care Protector, Catastrophic Accident Protector, Personal Accident, Term life Protector, Personal Accident Protector, Champion Accident, Champion Critical Illness, Lifetime Benefit Term
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Ebix Health
Contact: Ed Buck
1300 E. Shaw, Ste. 109
Fresno, CA 93710
(877) 805-2828 ext. 204 Fax: (559) 256-1009
email: ed.buck@ebix.com
Website: www.ebix.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
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Freedom Equity Group
Contact: Ron Petroinovich
8885 Rio San Diego Dr. Suite 265
San Diego, CA 92108
(877) 329-6608 Fax: (619) 870-0212
email: ceopetro@fegcorp.com
Website: www.freedomequitygroup.com
Products/Services: Critical Illness, Worksite, Life (index & UL)
Serving: Nationwide
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Pram Insurance Services Inc.
Contact: David P. Wilson, CEO
711 East Imperial Highway, Ste. 100
Brea, CA 92821
(714) 671-3951 ext. 12
Cell (714) 904-7850 Fax: (714) 255-0977
email: dwilson@pram.com
Website: www.pram.com
Products: Limited Benefit and Indemnity Plans; MGU for Fully Insured Prescription Drug Card Plans for Traditional Employers, Associations; Voluntary Plans; Worksite;
Services: National Registered Administrator “TPA” dedicated exclusively to providing Full Turnkey Pharmacy Administration; PBM Pharmacy Auditing for Employer Plans
Serving: Nationwide
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Peter Lyman Insurance Agency
Southern California
Contact: Peter T. Lyman, Founder and Cell: Cell: (805) 617-8700 (805) 845-2377
8 South Voluntario St., Ste. A
Santa Barbara, CA 93103
Email: peter@lymaninsurance.com
Website: www.lymaninsurance.com
Products: Voluntary and Ancillary Products, Worker’s Comp, HR Resource Services, Property and Casualty
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Transamerica Employee Benefits
Contact: Shawn Smith
Territory VP-Western Region
28556 Malabar Rd.
Trebuco Canyon, CA 92679
Cell: (949) 278-6097
email: shawn.smith@AEGONUSA.com
Website: www.transamericaworksite.com
Home Office
Contact: Debbie Cooley
1400 Centerview Dr.
Little Rock, AR 72211
(501) 227-1271
Website: www.transamericaemployeebenefits.com
Products/Services: Worksite Marketing
Serving: Western US.
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TriFlex Corporation
Contact: Don Cooper
11255 Tierrasanta Blvd., Ste. 78
San Diego, CA 92124
(858) 278-3539 (866) 874-3539
Fax: (858) 397-5991
email: info@triflexcorp.com
Website: www.triflexcorp.com
Products/Services: Worksite Marketing, Benefits Plan Design & Broker Education
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Voluntary Benefits Conference
Contact: Megan Chiarello
4371 Northlake Blvd., Suite 331
Palm Beach Gardens, FL 33410
(561) 792-4418 Fax: (866) 536-7041
email: info@voluntarybenefitsmagazine.com
Website:
www.voluntarybenefitsconference.com
Products: Voluntary Benefits, Gap Plans, Ancillary Benefits
Serving: Nationwide
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Worksite Resources, LLC
Northern California
Contact: Ed Ryska, Managing Principal
6010 Roblar Rd
Petaluma, CA 94952
(707) 664-0166
Fax: (707) 664-0411
Email: eryska@worksiteresources.com
Website: www.worksiteresources.com
Products: Voluntary and Ancillary Products, Workers’ Comp, Worksite Marketing, HR Resource Services