CA Broker 2018/19 Directory
Carriers/Providers

E&O (Error and Omission)
401(k)
Critical Illness
HSAs
(Health Saving Accounts)
Life Settlements
LTC
(Longer Term Care)
Life Regional Offices
Medical Record Retrieval
Paramedical
Sec. 125
Cafeteria Plans
TPAs
(Third Party Administrators)
Worksite Marketing

———————————–

Errors and Omissions

Cita Insurance Services
Contact: John Jasinski
PO BOX 7045
Orange, CA 92863
(800) 280-7250
(714) 939-7333
email: john.jasinski@citainsurance.com
Website: www.citainsurance.com
E&O for: P&C Agencies, Life Wholesale Brokerages, Financial Advisors, Broker Dealers
Multiple Insurance Lines for: Resort Hotels

E & O Insurance for Less
Contact: Customer Service
12707 High Bluff Dr.
San Diego, CA 92130
(760) 804-7500
Email: info@eoforless.com
Website: www.eoforless.com

National Ethics Association
12707 High Bluff Dr. Dept. 200
San Diego, CA 92130
(800) 282-1831 Fax: (760) 804-7508
Website: www.ethics.net

401(k)

John Hancock
Retirement Plan Services
Contact: Derek MacDougall
500 North Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400
(800) 766-2685 Fax: (818) 552-3420
email: My401K@jhancock.com
email: derek.macdougall@jhancock.com
Website: www.jhpensions.com
Serving: Pacific Region

PayProLogo

 

 

 

 

PayPro Administrators
Contact: Bobbi Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRA, HSA, Sec. 125, Retiree Billing, SPD/Wrap Documents, Form 5500 Filing, ACA Reporting
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: BobbiKaelin@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, ACA Reporting, ERISA Plan Docs & Reporting, Retiree Billing & Consolidated Billing Services

Polycomp Administrative Services Inc.
Contact: Tali Vaughn
404 Camino Del Rio South, Ste. 608
San Diego, CA 92108
(619) 683-2030, (800) 572-4122
Fax: (619) 683-2022
Email: tvaughn@polycomp.net
Website: https://www.polycomp.net
Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Benefit Plans, Self-Directed IRAs

Critical Illness

ABS-American Benefit Solutions
Contact direct: Michael Carroll,
Tel: (302) 945-6906,
email: mcarroll19@verizon.net
Benefits offered: Guar Issue life to 500,000… Guar Issue Acc. DI benefit; 14/30 day elim-1 year BP-4000 benefit a month-ages 18-80, same rate for all ages…Guar issue Travel major medical approved in 170 Countries, benefit up to 2,000,000, 5 days to 364 days coverage, renewable…NEW CORP BENEFIT, Guar Issue, ind/company, steep discount travel lodging and/or Mega beach home rentals for 1/20th the usual cost-creates revenue stream for client & broker, High issue LTD DI coverage up to $15,000,000 in benefits a month to age 75, International life insurance issued up to 100,000,000 per life approved in 135 Countries.

Aflac Worldwide Headquarters
1932 Wynnton Road
Columbus, GA 31999
Customer Service: (800) 992-3522
Website: www.aflac.com
Broker Relations: (888) 861-0251
Sales Opportunities: (800) 488-1771
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit Statements, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AIGILIS Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921, (866) 205-1936
Fax: (480) 287-8574
email: mgebhardt@aigilis.com
Website: www.aigilis.com
Products: Indemnity medical plans, medical gap plans, Telemedicine, Accident, Critical Illness; Dental (ind., group)
Serving: Nationwide

Allstate Benefits
450 Exchange, Ste. 250
Irvine, CA  92602
(469) 853-1810
Website: allstatebenefits.com
Products/Services: Accident, Critical Illness, Cancer,
Disability, Life Insurance and Hospital Indemnity Insurance
Min. Case Size: 5 applications
Serving: Nationwide

Caliwaii Insurance Marketing
Assurity Life Worksite Division
Contact: Jim Quinney
Caliwaii Insurance Marketing
3031 Stanford Ranch Rd., Ste. 230
Rocklin, CA 95765
(916) 781-9850
(888) 685-1786
email: jim@caliwaii.com
Website: www.assurity.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide

CNMA Multi-Insurance Agency
P.O. Box 1792
Orange, CA 92876
(714) 458-2216, 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, Simplified Issue WL & LTC Combo Plan, Guaranteed Issue Group Disability & Life and Global Group & Individual Major Medical Insurance

Freedom Equity Group
Contact: Ron Petroinovich
152 W. Branch St., Ste. A
Arroyo Grande CA 93420
(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

Humana
California Contact: Brian Sullivan
Northern California Office:
1320 Willow Pass Rd., 6th Flr.
Concord, CA 94520
Southern California Office:
555 Marin St., Ste. 140
Thousand Oaks, CA 91360
(818) 673-7202
email: bsullivan6@humana.com
Website: www.humana.com
Products/Services: Group Dental, Group Vision, Group Term Life (Mini Case Size: 2), Wellness (50 Life mininum), EAP (100 Life minimum), Individual Dental, Individual Vision
Min Case Size: 2

IHC Specialty Benefits
Contact: Ryan Rosenberg
5353 Wayzata Blvd., Ste. 300
Minneapolis, MN 55416
(952) 746-6610
Fax: (952) 853-2265
email: ryan.rosenberg@ihcgroup.com
Products/Services: Individual – Short Term Medical plans, accident/critical illness bundled plans, and dental plans.  Group – PPO and Indemnity Dental Plans for groups of 2-99.
Serving: Nationwide

LifeSecure Insurance Company
10559 Citation Dr, Ste. 300
Brighton, MI 48116
866-582-7701
email: agentsupport@yourlifesecure.com
Individual and Worksite Products: Accident,Critical Illness,Hospital Indemnity
Worksite-Only Product: Long Term Care

HSAs

Benefit Resource, Inc.
Contact: Anthony DiBarnaba, President
245 Kenneth Drive
Rochester, NY 14623-4277
(866) 996-5200, Fax (585) 424-7273
email: info@BenefitResource.com
Website: www.benefitresource.com
Products/Services: TPA, FSA, HRA, HSA, POP, CBP, and COBRA
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, Wrap SPD Documents, 25% Affiliate Program
Serving: Nationwide

Ebix Inc.
Contact: Tony Bell
1 Ebix Way
Johns Creek, GA 30097
(678) 681-2020
Fax: (678) 281-2019
email: tony.bell@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

Further (Formerly Select Account)
Headquarters: 1750 Yankee Doodle Road
Eagan, MN 55121
Mail: PO Box 64193
St. Paul, MN 55164-0193
651-662-2322 or 888-460-4015
Fax: 651-662-7247 or 866-231-0214
Email: Client.Advocate@HelloFurther.com
Website: www.HelloFurther.com
Products: HSAs, FSA, HRA, VEBA, DCAP, TRA, and POP

Health Savings Administrators
Contact: Stewart Gooding, National Sales Director
PO BOX 73688
N. Chesterfield, VA 23235
(888) 354-0697, Fax: (804) 726-1570
email: stewart.gooding@healthsavings.com
Website: www.healthsavings.com
Products: Health Savings Accounts for employers and individuals with first dollar investing in no-load Vanguard Mutual Fund investments
Serving clients in all 50 States

Health Equity, Inc.
Contact: Jason Nurse and Julie Rowlands
15 W. Scenic Pointe Dr., Ste. 100
Draper, UT 84020
(800) 819-5852 (866) 855-8908
email: brokerservices@healthequity.com
email: brokersales@healthequity.com
Website: www.healthequity.com
Products: HSAs, FSA, OCRA, HRA, LPFSA
Serving: Nationwide

HSA Bank
A Division of Webster Bank N.A.
Contact: Business Relations Team
PO Box 939
Sheboygan, WI 53082-0939
(866) 357-5232
email: businessrelations@hsabank.com
Website: www.hsabank.com

Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
Coldwater, MI 49036
(800) 300-3838
(800) 594-6957
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services COBRA, FSAs, Transportation HRAs, HSAs, POP, ERISA Wrap, Legal Services and DOL Notice Mailings
Serving: Nationwide

OptumHealth
11000 Optum Circle
Eden Prairie, MN 55344-2503
(800) 243-5543
Website: www.optum.com
Products/Services: Employer Stop Loss, HSA (Banking), FSA, HRA, COBRA, Retiree, Transportation, Biometric Screenings & Wellness Suite of Products
Serving: Nationwide

Sterling Administration
Contact: Ann Basco, Director of Marketing
P.O. Box 71107
Oakland, CA 94612
(800) 617-4729 Ext. 255
Cell: (510) 882-8664 Fax: (877) 517-4729
email: ann.basco@sterlingadministration.com
Website: www.sterlingadministration.com
Product/Services: HSA, HRA, FSA, POP, COBRA Administration, ERISA Wrap, Form 5500 Filing, and ACA Compliance Services

LIFE SETTLEMENTS

Abacus Settlements, LLC
Contact: Jeff Smith
2101 Park Center Drive, Ste. 170
Orlando, FL 32835
Mainline: (800) 561-4148
(407) 988-1088 Fax: (407) 455-7765
email: jeff@abacussettlements.com
Website: www.abacuslifesettlements.com
Products: Life Settlement
Servicing: Please call for up to date list

Asset Life Settlements, LLC
Contact: Jeff Hallman
1507 Park Center Drive, Ste. B1
Orlando, FL 32835
(407) 413-8660
(888) 335-4769
Fax: (321) 400-1084
email: jhallman@alsettlements.com
website: www.assetlifesettlements.com
Product/Services: Life Settlements
Serving: Nationwide

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

Genesis Asset Advisors LLC
Contact: Geoffrey Gottesman
222 Broadway, 18th Flr.
New York, NY 10038
(516) 945-6272, (877) 303-9777
Fax: (516) 945-6273
email: info@genesisknows.com
Website: www.genesislifesettlements.com
Products/Services: Life Settlements
Serving: AL, AR, CA, CT, DE, FL, GA, IL, KS, MS, MI, MD, NJ, NY, OH, OR, PA, SC, TX, SD, WA, WY

Leisure Werden & Terry Agency
Contact: Dave Donchey, President
200 S. Los Robles Ave., Ste. 435
Pasadena, CA 91101
(626) 304-1300 Ext. 111
(800) 272-2212, Fax: (626) 304-1313
email: dave.donchey@lwtagency.com
Website: www.lwtagency.com
Products: Life insurance, Long-term care insurance, Disability, Annuities and Life settlements
Serving: Nationwide

Life Equity LLC
Contact: Ward Kerr
Canal Place Building 17
530 S. Main St., Ste. 1731
Akron, OH 44311
(800) 272-5189
Fax: (330) 655-7502
Email: info@lifeequity.com
Website: www.lifeequity.com
Products/Services: Life Settlements Purchaser & Servicer

Life Insurance Buyers, Inc.
Contact: Greg Albers, Lisa Albers
PO BOX 7361
Shawnee Mission, KS 66206
(800) 936-5508
email: lisaalbers@lifeinsurancebuyers.com
email: gregalbers@lifeinsurancebuyers.com
Website: www.lifeinsurancebuyers.com
Serving: Nationwide

Life Insurance Settlements Inc.
1180 SW 36th Ave., Ste. 201
Pompano Beach, FL 33069
(866) 326-5433 Ext. 1015
(954) 315-2840 Fax: (954) 492-0622
Website: www.LiSettlements.com
Products/Services: Life Settlements, Free Policy Appraisal, Free E&O Coverage, Mktg. & Compliance Available,
Serving: Nationwide

Life Settlement Solutions Inc.
Contact: Harold Haynes
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

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

Mason Finance Inc.
835 W 6th Street, Ste. 1400
Austin, TX 78703
(888) 493-9676
Email: support@masonfinance.com
Website: www.masonfinance.com
Products/Services: Life Settlements (sell your life insurance), Viatical Settlements, Annuities

Melville Capital
Contact: Doug Himmel
528 Arizona Ave Suite 205
Santa Monica, CA 90401
(310) 943-5370 (866) 511-5990
email: Dhimmel@MelvilleCapital.com
Website: www.melvillecapital.com
Products/Services: Life Settlements
Serving: Nationwide

Q Capital Strategies, LLC:
Contact: Tony Blankenship
2424 N. Federal Highway, Ste. 460
Boca Raton, FL 33487
(212) 418-3273, (561) 886-4600
Fax: (561) 886-4601
email: info@qcapital.com
Website: www.qcapital.com
Products: Life Settlements
Serving: Nationwide except AK, ID, ND, PR, VT, WV

Rehburg Life Insurance Settlements
Contact: Lisa Rehburg
2677 N. Main, Ste. 810
Santa Ana, CA 92705
(714) 349-7981
email: Lrehburg@aol.com
website: www.rehburglifesettlements.com
Products: Life Settlements
Serving: Nationwide

Reliant Life Shares
Contact: Andrew Murphy, CEO
15260 Ventura Blvd., Suite 1420
Sherman Oaks, CA 91403
(818) 788-1904
email: andrew@reliantlifeshares.com
Website: www.reliantlifeshares.com
Products: Fractional Life Shares, Life Settlements, Funding Entity
Serving: California

Save Gains Tax
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858, Fax: (866) 401-0424
email: pstraub@gmail.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)

Select Policy Group
Contact: Anthony Bell
2522 Chambers Rd., Ste. 218
Tustin, CA 92780
(714) 573-4004
Fax: (714) 464-5401
Email: Sales@selectpolicygroup.com
Website: selectpolicygroup.com
Serving: California

Welcome Funds Inc.
Contact: Daniel Ohman
6001 Broker 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: Secondary market for life insurance including, Life Settlement broker services, fair market valuations and policy appraisals.
Serving: Nationwide

Long Term Care

LTC Associations

American Association
for Long-Term Care Ins.
Contact: Jesse Slome
32504 Carrie Place
Westlake Village, CA 91361
(818) 597-3205
email: jslome@aaltci.org
email: info@aaltci.org
Website: www.aaltci.org
Products/Services: Sales and Marketing
Serving: Nationwide

 LTC Carriers

Advanced LTC Insurance Services, LLC
Contact: Larry Banks
520 E. Wilson, Ste. 210
Glendale, CA 91206
(818) 547-6677
(800) 427-3209
Fax: 818-547-2220
Email: larry@advancedltc.com
Email:
Website: www.advancedltc.com
Serving: Nationwide

John Hancock LTC Insurance
Contact: LTC Sales Desk
PO BOX 55978
Boston, MA 02205
(800) 505-9427   (888) 266-7498
Website: www.johnhancockinsurance.com
Products/Services: LTC Insurance, Sales & Marketing Support
Serving: California and Nationwide

Mutual of Omaha Insurance Company
Contact: Brokerage Sales Support
3300 Mutual of Omaha Plaza
Omaha, Nebraska 68175
Omaha, NE 68175
800-896-5988
Email: sales.support@mutualofomaha.com
Website: www.mutualofomaha.com
Products/Services: Long-Term Care Insurance
Serving: Nationwide

LTC Sales & Marketing

Advanced LTC Insurance Services, LLC
Contact: Larry Banks
520 E. Wilson, Ste. 210
Glendale, CA 91206
(818) 547-6677
(800) 427-3209
Fax: 818-547-2220
Email: larry@advancedltc.com
Email:
Website: www.advancedltc.com
Serving: Nationwide

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.ltc411.com
Products/Services: Specialists in Long-Term Care Insurance Strategies
Serving: Nationwide & International

American Association
for Long-Term Care Ins.
Contact: Jesse Slome
32504 Carrie Place
Westlake Village, CA 91361
(818) 597-3205
email: jslome@aaltci.org
email: info@aaltci.org
Website: www.aaltci.org
Products/Services: Sales and Marketing
Serving: Nationwide

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

American Independent Marketing
Contact: John Hennessey
511 W. A St.,
Yakima, WA 98902
(800) 672-7202 Fax: (800) 829-0391
email: john.hennessey@whyaim.com
website www.whyaim.com
Products/Services: Sales & Marketing
Serving: Nationwide

American Insurance Marketing Services Inc.
Contact: Mike Lockwood
4240 Carmichael Rd.
Montgomery, AL 36106
(334) 260-6509
(800) 325-9876
Fax: (334) 272-8342
email: info@aimsbenefits.com
Website: www.aimsltc.com
Serving: Nationwide

California Long Term Care
Insurance Services, Inc.
Contact: Katie O’Rourke
Contact: Louis Brownstone
Contact: Diann Murphy
1601 Bayshore Hwy., Ste. 205
Burlingame, CA 94010
(650) 692-5202 (800) 303-1527
Fax: (650) 692-5204
email: katie@cltcinsurance.com
email: louis@cltcinsurance.com
email:Diann@cltcinsurance.com
Website: www.californialongtermcare.com

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

Disability Insurance Services Inc.
Contact: Daniel C. Steenerson
4444 Zion Avenue
San Diego, CA 92120-2349
(800) 898-9641, Fax: (619) 325-8444
email: info@diservices.com
Website: www.DIServices.com
Products: Disability (ind.), Long Term Care Insurance
Serving: Nationwide

John Hancock LTC Insurance
Contact: LTC Sales Desk
PO BOX 55978
Boston, MA 02205
(800) 505-9427, (888) 266-7498
Website: www.johnhancockinsurance.com
Products/Services: LTC Insurance, Sales & Marketing Support
Serving: California and Nationwide

LTC Consultants
President: Phyllis Shelton
108 Rhoades Lane
Hendersonville, TN 37075
(615) 590-0314 (888) 582-8425
Fax: (615) 590-0307
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: info@ltcitraining.com
Website: www.LTCiTraining.com

Mutual of Omaha Insurance Company
Contact: Brokerage Sales Support
3300 Mutual of Omaha Plaza
Omaha, Nebraska 68175
Omaha, NE 68175
(800) 896-5988
Email: sales.support@mutualofomaha.com
Website: www.mutualofomaha.com
Products/Services: Long-Term Care Insurance
Serving: Nationwide

PIMSCO
Contact: Holly Mednick
5700 1st Ave. N.
St. Petersburg, FL 33710
(800) 329-5799 (727) 579-9956
Fax: (727) 579-9767
Email:  marketing@pimsco.com
Website: www.PIMSCO.com
Products/Services: Annuities, Life, LTC Sales & Marketing
Serving: Nationwide

SellingLTC.com
Contact: Jennifer Ivey
P.O. Box 409
Rabun Gap, GA 30568
(877) 603-2771, Fax: (813) 464-8018
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., Ste. 510
Omaha, NE 68114-3446
(800) 786-5566
(402) 343-3689
email: dtrumblee@seniormarketsales.com
Website: www.seniormarketsales.com
Products/Services: LTC Sales & Marketing, Life insurance, Annuities, Medicare Advantage, Medicare Supplement, Dental, Software, Practice Management, Backoffice support
Serving: Nationwide

Specialists in Health Insurance Services
Contact: Ted Porter
3050 Citrus Circle, Ste. 114
Walnut Creek, CA 94598
(925) 934-1376
(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 and Health Insurance Company
Contact: Paul Peatross
PO Box 19721
Irvine, CA 92623-6028
(800) 237-8543 Ext. 169,
(949) 222-2169
email: ppeatross@bestlife.com
For Brokers: brokerservice@bestlife.com
For Customer: cs@bestlife.com
General Inquiry: info@bestlife.com
Website: www.bestlife.com
Products: Group Dental, Vision, Life and STD; Individual and SHOP, State Exchanges
Min. Case Size: 2
Serving: 39 States

Boston Mutual Life
Life-Group Sales Office
Contact: Jeff Jacoby-Group Sales Mgr.
120 Royall Street, Canton, MA 02021
(800) 669-2668
Fax: (781) 770-0575
Email:info@bostonmutual.com
Website: www.bostonmutual.com

Crump Life Insurance Services
Contact: Sherrie Linderberg, SVP, Marketing
389 Interpace Parkway, 4th Floor.
Parsippany, NJ 07054
(800) 692-7307
Fax: (801) 517-7767
email: Sherrilindenberg@crump.com
Website: www.crump.com
Services: Broker/Dealers, Full Service Insurance Brokerage
Products: Variable Annuities, Variable Life, Fixed Annuities, Insurance Products.

The Guardian Life Insurance Company of America
Southern California
 (LA, OC, IE, San Diego)
Central California (Fresno, San Luis Obispo & south)
Contact: Troy Davis, Regional Director
4400 MacArthur Blvd., Ste. 150
Newport Beach, CA 92660
(949) 885-1740
email: Troy_Davis@glic.com
Northern California (Bay Area, Sac, all other NoCal)
Contact: Rick Porterfield
1333 N. California, Ste. 100
Walnut Creek, CA 94596
(415) 828-1990
Website: www.guardianlife.com
email: richard_porterfield@glic.com
Plan Type: PPO/DHMO
Products/Services: Dental, LTD, Life, STD, Vision, All available in Voluntary, Contrib. & Non-Contrib.
Min. Case Size: 2-5000
Serving: Nationwide

John Hancock
Retirement Plan Services
Contact: Derek MacDougall
500 North Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400
(800) 766-2685 Fax: (818) 552-3420
email: My401K@jhancock.com.
email: 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: www.jhonhancock.com
Serving: Orange County

Oxford Life Insurance Company
Contact: Licensing and Contracting
2721 N. Central Ave.
Phoenix, AZ 85004
(602) 263-6666, (866) 641-9999
Fax: (877) 584-2777
email: MikeQuaranta@oxfordlife.com
Website: www.oxfordlife.com
Serving: Nationwide

Paramedical

APPS Para Medical Services
Los Angeles, California
931 Buena Vista Street
Duarte, CA 91010
LosAngeles.CA@APPSdom.com
(p) 626-395-7741
(f) 626-395-9562
San Jose, California
4000 Moorpark Ave.
San Jose, CA 95117
SanJose.CA@APPSdom.com
(p) 408-551-0351
(f) 408-551-0356
Walnut Creek, California
1330 Arnold Drive
Martinez, CA 94553
WalnutCreek.CA@APPSdom.com
(p) 800-972-9777
(f) 877-290-0833
Garden Grove, California
12373 Lewis Street
Garden Grove, CA 92840
GardenGrove.CA@APPSdom.com
(p) 714-748-4580
(f) 714-748-4328
San Diego, California
2515 Camino del Rio South
San Diego, CA 92108
Sandiego.CA@APPSdom.com
(p) 619-497-0080
(f) 619-497-1829
San Francisco, California
111 Anza Blvd.
Burlingame, CA 94010
Sanfrancisco.CA@APPSdom.com
(p) 650-375-1750
(f) 650-375-1755
Ventura, California
877 S. Victoria Ave.
Ventura, CA 93003
apps55@appsdom.com
(p) 805 654-0749
(f) 805 654-0476
Inland Empire, California
9483 Haven Ave.
Rancho Cucamonga, CA 91730
InlandEmpire.CA@APPSdom.com
(p) 909-243-7900
(f) 888-990-1130
Bakersfield, California
4949 Buckley Way
Bakersfield, CA 93309
apps76@appsdom.com
(p) 661-397-3063
(f) 661-397-3062
Lodi, California
201 S. Guild Ave.
Lodi, CA 95240
Lodi.CA@APPSdom.com
(p) 888 764 9201
(f) 888 764 9202

Examination Management Services Inc.
Chico
1450 Sherman Ave.
Chico, CA 95926-6270
(530) 895-3203
chico.exam@emsinet.com
Colton
935 S. Mt. Vernon Ave., Ste. 101
Colton, CA 92324-4396
(909) 370-0350
colton.exam@emsinet.com
EN PRN
5246 Mission St
San Francisco, CA 94112-3732
(800) 723-2162
JNOLAN3@EMSINET.COM
ES Hollywood
13920 Breger
Sylmar, CA 91342-2173
(877) 506-4320
hollywood.exam@emsinet.com
Irvine
17901 Von Karman Ave., Ste. 600
Irvine, CA 92614-4524
(949) 436-7497
Los Angeles
Mobile Services Only
GARDENA, CA 90247-7404
(310) 366-5820
egutierrez@emsinet.com
Los Angeles Wilshire
3435 Wilshire Blvd., Ste. 490
Los Angeles, CA 90010-1918
(213) 616-0083
LAWilshire.exam@emsinet.com
Orange County
566 E Lambert Rd.
Brea, CA 92821-1411
(714) 674-0724
orangecounty.exam@emsinet.com
San Diego
Mobile Services Only
San Diego, CA 92111
(619) 758-7777
egutierrez@emsinet.com
San Francisco Bay
7901 Oakport, Ste.  4950
Oakland, CA 94621-1210
(510) 639-1813
egutierrez@emsinet.com
Santa Clarita Valley
19425 Soledad Canyon Road, Ste. B-184
Canyon Country, CA 91351-1262
(661) 251-3800
santa_clarita.exam@emsinet.com
Van Nuys (169000) Branch Office
1253 Vine St., Unit #19A
Hollywood, CA 90038-8166
(818) 909-0807
van_nuys.exam@emsinet.com

Exam_One

 

 

 

 

ExamOne
A Quest Diagnostics Company
Visit us online: www.ExamOne.com
We have you covered in California
Contact: Katie Palka | Marketing
Email: Kathleen.R.Palka@ExamOne.com
619-908-6140
cell: 619-804-9169
San Diego ExamOne
858-277-9326
Email: SanDiego@ExamOne.com
Orange ExamOne
714-263-2370
Email: OrangeCounty@ExamOne.com
Rancho Cucamonga ExamOne
909.466.0162
Email: SanBernardino@ExamOne.com
Los Angeles ExamOne
818.264.5500
Email:Glendale@ExamOne.com
Glendale ExamOne
818.264.5500
Email: Glendale@ExamOne.com
Sacramento ExamOne
(916) 786-5890
Email: Sacramento@ExamOne.com
Fresno ExamOne
(408) 330-0811
Email: SanJose@ExamOne.com
San Jose ExamOne
(408) 330-0811
Email: SanJose@ExamOne.com
Walnut Creek ExamOne
(925) 939-3655
Email: Concord@ExamOne.com

Medical Record Retrieval

Datafied
1210 N. Jefferson St., Ste. P
Anaheim, CA 92807
email: info@datafied.com
Website: www.datafied.com
(800) 765-7510,(714) 632-3480
Sales: (877) 328-2343
Fax: (714) 632-6791
Service: APS Copy Service/Records Retrieval

EMSI
Contact: Burt Wolder, Chief Marketing Officer
3050 Regent Blvd., Ste. 100
Irving, TX 75063
214-689-3600

MVP Record Retrieval
P.O. Box 5237
Modesto, CA 95352
(866) 377-0018, Fax: (866) 377-0019
email: contactus@mvpretrieval.com
Website: www.mvpretrieval.com
Service: Nationwide APS & med. record retrieval

Section 125

Aflac Worldwide Headquarters
1932 Wynnton Road
Columbus, GA 31999
Customer Service: (800) 992-3522
Website: www.aflac.com
Broker Relations: (888) 861-0251
Sales Opportunities: (800) 488-1771
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

Benefits Store Inc.
Contact: Roger Smith
Toll Free: (800) 446-2663
Phone: (925) 855-9500
Fax: (925) 855-2051
Email: Info@BenefitsStore.com
Website: www.BenefitsStore.com
Products/Services: Group Association Health (Medical/Dental/Vision) for Individuals.
Brokerage/Producer Sales Opportunities.
TPA Services for Small Group Cafeteria Plans.
Serving: California and Nationwide

BPI-Flex Administrators
432 East Pearl Street
Miamisburg, OH 45342
(800) 865-4485 ext. 109
Fax: (949) 271-2714
email: info@BusinessPlansInc.com
Website: www.BusinessPlansInc.com
Website: www.myCafeteriaPlan.com
Website: www.myBenefitStatements.com
Website: www.myCOBRAPlan.com
Min. Case Size: 10
Products/Services: TPA Services (FSA, HRA, HSA, QTP), Total Compensation Statements, Cobra Administration, Retiree Billing

 

 

 

ChoiceBuilder®
Michael Payton, Vice President of Sales
721 S. Parker, Suite 200
Orange, CA 92868
714.796.7638
Email: mpayton@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 199

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, IC-HRA, QSE-HRA, EB-HRA,Wrap SPD Documents, 25% Affiliate Program
Serving: Nationwide

Ebix Inc.
Contact: Tony Bell
1 Ebix Way
Johns Creek, GA 30097
(678) 681-2020
Fax: (678) 281-2019
email: tony.bell@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

Employer Driven Insurance Services (E.D.I.S.)
Contact: Marketing Department
5429 Avenida De Los Robles, Ste. A
Visalia, CA 93291
(888) 886-7973
Fax: (559) 635-6527
Website: www.employerdriven.com
Products: ERIS Compliant HRA Plans; Excess Loss Level Funded Stop Loss Plans; ACA Compliant MEC Portfolio (MEC, MEC Value, MEC+, MVP); Fully Insured Dental Plans; Self-Insured Dental Plans; Self-Insured Vision Plans; Group Term Life; Pet Insurance; Telemedicine; Concierge Service™; Online Web Portal (www.yourbenportal.com)
Serving: CA, AZ, CO, DC, KS, MI, NV, SC, TX, WA

Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
Coldwater, MI 49036
800-300-3838
800-594-6957
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services COBRA, FSAs, Transportation HRAs, HSAs, POP, ERISA Wrap, Legal Services and DOL Notice Mailings
Serving: Nationwide

JHC Insurance Services
Contact: Joe Hernandez
5700 Moon Drive
Ventura, CA 93003
(805) 644-9678
(888) 542-4467, Fax: (805) 644-9676
email: info@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 Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRA, HSA, Sec. 125, Retiree Billing, SPD/Wrap Documents, Form 5500 Filing, ACA Reporting
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: BobbiKaelin@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, ACA Reporting, ERISA Plan Docs & Reporting, Retiree Billing & Consolidated Billing Services

Third Party Aministrators (TPAs)

AAQHC and Administrator
Contact: Brett Bennett
26050 Mureau Road, Ste. 220
Calabasas, CA 91302
(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

Affordable Benefit Administrators Inc.
Contact: Marie Akkad, Marketing Operations Manager
Cheryl Williams-Khoury, President
444 Irving Dr., Ste. 202
Burbank, CA 91504
(818) 842-0147, (800) 350-0148
Fax: (818) 842-0225
Email: support@benefitsaba.com
Email: m_ackad@benefitsaba.com
Website: www.benefitsaba.com
Products/Services:Third Party Administorator specializing in Medical, Dental, & Vision Self-funded Plans. COBRA administration, HSA/HRA; Packaging EPO/PPO networks; Utilization Review/Case Management; Cafeteria Plans Administration; Insurance and Stop Loss Access with Traditional and Innovative stop loss design. We also specialize in creating and managing custom plan designs that are based on Fair Market Value Pricing Model.

AGIA Affinity Services
Contact: David H. McCarty
1155 Eugenia Place
Carpinteria, CA 93013
(800) 244-2462, Fax: (763) 416-4931
Email: Info@AGIA.com
email: DMcCarty@AGIA.com
Website: www.agia.com
Products/Services: Associations, Financial Institutions, Unions
Insurance: Life, Supplemental Health, Accident, Disability
Non-Insurance: Emergency Assistance, MedFlight Freedom, Rescue 360, Evacuation, Travel and Security
Serving: Nationwide

Allied Administrators, Inc.
Contact: Danielle Jackson
825 Battery St.
San Francisco, CA 94111
(415) 989-7443
(877) 472-2669
Fax: (415) 439-5861
email: djackson@alliedadministrators.com
email: marketing@alliedadministrators.com
Website: www.alliedadministrators.com
Products: Delta Dental’s Small Business Program and Allied Benefit Suite
Min. Case Size: 2
Serving: National

Benefit Resource, Inc.
245 Kenneth Drive
Rochester, NY 14623
(866) 996-5200
Fax: (585) 424-7273
email: info@benefitresource.com
Website: www.benefitresource.com
Products/Services: TPA, FSA, HRA, HSA, POP, CBP, and COBRA
Serving: Nationwide

Benefit Service Center
Contact: Scott Freeman
9500 Topanga Canyon Blvd.
Chatsworth, CA 91311
(800) 842-6635, Fax: (818) 678-0030
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

Benefit & Risk Management Services Inc.
Contact: Paul Schafer
PO Box 2140
Folsom, CA 95763
(916) 467-1400 Ext. 1245
(888) 326-2555
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

BPI-Flex Administrators
Contact: Joni Worrell
email: JoniW@BusinessPlansInc.com
432 East Pearl Street
Miamisburg, OH 45342
(800) 865-4485 ext. 114
Fax: (949) 271-2714
email: info@BusinessPlansInc.com
Website: www.BusinessPlansInc.com
Website: www.myCafeteriaPlan.com
Website: www.myBenefitStatements.com
Website: www.myCOBRAPlan.com
Min. Case Size: 10
Products/Services: TPA Services (FSA. HRA. HSA. QTP), Total Compensation Statements, Cobra Administration, Retiree Billing

 

 

 

 

CaliforniaChoice®
Michael Payton, Vice President of Sales
721 South Parker, Suite 200
Orange, CA 92868
(714) 796-7638
(800) 542-4218 Fax: (714) 542-4244
email: Email: mpayton@choiceadmin.com
Website: www.calchoice.com
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: 1-100

 

 

 

 

ChoiceBuilder®
Michael Payton, Vice President of Sales
721 S. Parker, Suite 200
Orange, CA 92868
714.796.7638
Email: mpayton@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 199

Coastal TPA Inc.
Contact: Debi Hardwick
10 Ragsdale Dr., Suite 102
Monterey, CA 93940
(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; Utilization Review and Disease Management; access to a number of Local and National Medical and Dental Provider Networks
Min. Case Size: 50 to Unlimited
Serving: Nationwide

Compass Health Administrators
Contact: Tom Partlow
PO Box 25190
Fresno, CA 93729-5190
(559) 293-3700 (888) 379-3785
Email: info@compasshealthadministrators.com
Email: tpartlow@compasshealthadministrators.com
Website: www.compasshealthadministrators.com
Products/Services: Health plan administration
Min. Case Size: 100 employees
Serving: CA based plan sponsors including hospitals, unions, private and public employers

CoPower, Inc. Ancillary General Agency
Contact: Pratibha Patel
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
Phone: (888) 920-2322, Fax: (650) 348-1149
Email: sales@copower.com
Website: www.copower.com
Products: Group Dental, Vision, Life, Long-Term Disability, AD&D, Critical Illness, Chiropractic and Acupuncture. Bundled & standalone plans. Voluntary & Contributory. CoPower ONE bundles Dental, Vision, and Life. Carrier partners: Anthem Blue Cross, Delta Dental, MetLife, United HealthCare, Unum, VSP, and Landmark. VANTAGE: HR help, Rx discounts, and employee travel and entertainment discounts.
Empower, online administrative tool.
Services: Ancillary General Agency for Group Dental, Vision, Life, AD&D, LTD, Critical Illness, Chiropractic and Acupuncture.
Min. Case Size: 2+
Serving: California

Cypress Ancillary Benefits
Contact: Andrew Garnett
7510 Shoreline Drive
Stockton, CA 95219
(800) 350-3989
Fax: (209) 478-5614
email: sales@cypressadmin.com
Website: www.cypressadmin.com
Products: Dental PPO/DHMO (Group); Vision; Life (Group); Disability (Group); COBRA Administration

Direct Dental
700 Larkspur Landing Circle, Ste. 199
Larkspur, CA 94939
(415) 526-1401
Fax: (415) 454-2928
email: helpdesk@directdentalplans.com
Website: www.directdentalplans.com
Products/Services: TPA

Ebix Inc.
Contact: Tony Bell
1 Ebix Way
Johns Creek, GA 30097
(678) 681-2020
Fax: (678) 281-2019
email: tony.bell@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

Employer Driven Insurance Services (E.D.I.S.)
Contact: Marketing Department
5429 Avenida De Los Robles, Ste. A
Visalia, CA 93291
(888) 886-7973
Fax: (559) 635-6527
Website: www.employerdriven.com
Products: ERIS Compliant HRA Plans; Excess Loss Level Funded Stop Loss Plans; ACA Compliant MEC Portfolio (MEC, MEC Value, MEC+, MVP); Fully Insured Dental Plans; Self-Insured Dental Plans; Self-Insured Vision Plans; Group Term Life; Pet Insurance; Telemedicine; Concierge Service™; Online Web Portal (www.yourbenportal.com)
Serving: CA, AZ, CO, DC, KS, MI, NV, SC, TX, WA

Further (Formerly Select Account)
Headquarters: 1750 Yankee Doodle Road
Eagan, MN 55121
Mail: P.O. Box 64193
St. Paul, MN 55164-0193
651-662-2322 or 888-460-4015
Fax: 651-662-7247 or 866-231-0214
Email: Client.Advocate@HelloFurther.com
Website: www.HelloFurther.com
Products: HSAs, FSA, HRA, VEBA, DCAP, TRA, and POP

HealthNow Administrative Services
2520 Venture Oaks Way, Ste. 250
Sacramento, CA 95833
(877) 320-4316, Fax: (916) 604-3470
email: info@hnas.com
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

Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
Coldwater, MI 49036
(800) 300-3838
(800) 594-6957
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services COBRA, FSAs, Transportation HRAs, HSAs, POP, ERISA Wrap, Legal Services and DOL Notice Mailings
Serving: Nationwide

Innovative Pension Strategy & Design
Contact: Sidney Lopez
12975 Brookprinter Pl., Ste. 200
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
5700 Moon Drive
Ventura, CA 93003
(805) 644-9678
(888) 542-4467, Fax: (805) 644-9676
email: info@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

Kelsey National Corp.
Contact: Avery Smith
3030 S. Bundy Dr.
Los Angeles, CA 90066
(800) 366-5656 Ext. 241
(310) 437.7217
Fax: (310) 390-3158
Email: Info@kelsey.com
email: as@kelsey.com
Website: www.kelsey.com
Products/Services: TPAs
Min. Case Size: 1
Serving: Nationwide

Lucent Health
Contact: Joe Neff
10951 White Rock Rd., Ste. 100
Rancho Cordova, CA 95670
(919) 669.2510
Fax: (916) 669.0575
email: dave.reynolds@lucenthealth.com
Website: www.lucenthealth.com
Products/Service: TPAs
Min.Case Size: 50
Serving: Nationwide

Merchants Benefit Administration, Inc.
Contact: Brittany Neidhardt
7077 E. Marilyn Rd., Bld. 1
Scottsdale, AZ 85254
(800) 800-6543, Fax: (480) 776-5050
email: bneighardt@mbaadmin.com
Website: www.mbaadmin.com
Products: Dental (ind.); Health (group); Life (guaranteed issue)
Serving: Nationwide

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

MVI Administrators, Inc.
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

MWG Dental & Vision Plans
Contact: MWG Broker Services
P.O. Box 14067
Jackson, MS 39236
5712 I-55 N. Frontage Rd.
Jackson, MS 39211
(601) 206-7967
(877) 759-5728 Fax: (601) 956-1702
email: brokerservices@morganwhite.com
Website: www.mwgdental.com;
Website: www.mwgbrokerservices.com
Plan Type: Group Indemnity, PPO
Products/Services: Group/Individual Dental & Vision Plans
Min. Case Size: 2
Serving: Nationwide

OptumHealth
11000 Optum Circle
Eden Prairie, MN 55344-2503
800-243-5543
Website: www.optum.com
Products/Services: Employer Stop Loss, HSA (Banking), FSA, HRA, COBRA, Retiree, Transportation, Biometric Screenings & Wellness Suite of Products
Serving: Nationwide

PayProLogo

 

 

 

 

PayPro Administrators
Contact: Bobbi Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRA, HSA, Sec. 125, Retiree Billing, SPD/Wrap Documents, Form 5500 Filing, ACA Reporting
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: BobbiKaelin@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, ACA Reporting, ERISA Plan Docs & Reporting, Retiree Billing & Consolidated Billing Services

PEO AUXILIARY
Contact: Tom Jacobs
812 E. Dayton St., Ste. 125
Madison, WI 53713
(608) 220-7777, (844) 736-32899
info@peoaux.com
email: TomJ@PeoAux.com
Website: www.peoaux.com
Products/Services: FSA, HSA, HRA, Transit, COBRA, Debit Card, On-Line Enrollment and Eligibility, ERI
SA Compliance
Min. Case Size: 2
Serving: Nationwide

P&A Administrative Services, Inc.
Contact: Rick Neward
26 Still Water
Newport Coast, CA 92657
(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

Pinnacle Claims Management, Inc.
Contact: Anthony Cano, Senior Marketing and Communications Coordinator
15525 Sand Canyon
Irvine, CA 92618
(949) 397-3863, Fax: (949) 809-6256
email: acano@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 PinnacleRx Solutions, a pharmacy benefit manager and health management options through Pinnacle Health Management. 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 California for Small Business.
Serving: Western United States

Polycomp Administrative Services Inc.
Contact: Tali Vaughn
404 Camino Del Rio South, Suite 608
San Diego, CA 92108
(619) 683-2030, (800) 572-4122
Fax: (619) 683-2022
Email: tvaughn@polycomp.net
Website: https://www.polycomp.net
Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Benefit Plans, Self-Directed IRAs

PRAM Insurance Services Inc.
Contact: David P. Wilson, President & Founder
1 Point Drive, Ste. 120
Brea, CA 92821
(714) 672-6845
(800) 262-7726
Fax: (714) 255-0977
email: dwilson@pram.com
Website: www.pram.com
Products: Nationally operates in 45 states as a Registered Administrator (TPA) and MGU providing fully-insured and self-funded prescription drug benefit plans
Services: PRAM provides its services to traditional employer groups, associations, government entities and individuals.
Serving: Nationwide
Min. Case Size: 20
Serving: Nationwide

Precept Insurance Solutions LLC
130 Theory, Ste. 200
Irvine, CA 92617
(949) 955-1430, (800) 344-1430
Fax: (949) 679-5099
email: info@preceptgroup.com
Website: www.preceptgroup.com
Services: Group Health, HSA, Self-Funded Administration, Life, AD&D, Cafeteria Plans, Dental, Vision, Wellness, 401(k), Pension Plans/Profit Sharing, Benefits Outsourcing and Administration, COBRA
Serving: Nationwide

Redwood Health Services
Contact: John W. Nacol
3510 Unocal Place, Ste. 108
Santa Rosa, CA 95403
(707) 525-4370, (800) 548-7677
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

Superior Administrators Inc.
Contact: Lance Tennison
2950 Airway Ave., Ste. A13
Costa Mesa, CA 92626
(714) 429-1700
(888) 429-9090 Fax: (714) 429-1393
Email: info@superioradministrtors.com
email: LTennison@superioradministrators.com
Website: www.superioradministrators.com
Products/Services: TPA
Serving: Nationwide

TASC – Total Administrative
Services Corporation
Contact: Darren Howell, Regional Sales Director-California
2302 International Lane
Madison, WI 53704-3140
(800) 422-4661
(888) 595-2261
Fax (608) 316-6044
Email: darren.howell@tasconline.com
website: www.tasconline.com
Products: Flexible Spending Accounts, POP plans, HRa/HSA, ERISA Compliance, HIPAA Compliance, COBRA, FMLA Administration, Payroll, GiveBack Employee Giving Programs
Min Case Size: 1
Serving: Nationwide

TripleChoicePlan
Dental•Vision•Life•Disability
Contact: Lawrence Kent
1964 Westwood Blvd., Ste. 120
Los Angeles, CA 90025
Tel: (310) 470-2343
Toll Free: (800) 489-7577
Fax: (310) 441-5660
email: La.Quotes@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products/Services: Dental
Plan type: DHMO, PPO, Indemnity, Individual and Group
Min. Size: 2+

United Administrative Services
Contact: Christy Tuminia
6800 Santa Teresa Blvd., Ste. 100
San Jose, CA 95119
(408) 288-4400, (800) 541-8059
Fax: (408) 288-4419
email: ctuminia@uastpa.com
Website: www.uastpa.com
Products/Services: TPAs
Serving: CA

WorkTerra
Contact: Jennifer Leugers
5675 Gibraltar Drive
Pleasanton CA 94588
(925) 460-3910, (800) 229-7683
Fax: (925) 460-3920
email: jennifer.leugers@ebsbenefits.com
website: www.workterra.com
Products: FSA, Section 132, COBRA, Retiree Administration, Invoice Reconciliation, Voluntary, WORKTERRA – our proprietary online enrollment and eligibility system
Serving: Nationwide

Zenith American Solutions
Website: www.zenith-american.com
Products/Services; TPAs
Min. Case Size: 500
Serving: Nationwide
Arcadia – 5417 Peck Road
Arcadia, CA 91006
Phone: (626) 444-4600
Fax: (626) 258-4090
Covina – 1325 N. Grand Ave., Ste. 200
Covina, CA 91724
Phone: (626) 732-2100
Fax: (626) 732-2656
San Francisco – 580 California Street, 21st Floor
San Francisco, CA 94104
Phone: (415) 546-7800
Fax: (415) 546-0600
Toll Free: (800) 388-0508
Alameda – 1600 Harbor Bay Parkway, Ste 200
Alameda, CA 94502-3035
Phone: (800) 221-5013
Phone: (415) 546-7800

Worksite Marketing

Aflac Worldwide Headquarters
1932 Wynnton Road
Columbus, GA 31999
Customer Service: (800) 992-3522
Website: www.aflac.com
Broker Relations: (888) 861-0251
Sales Opportunities: (800) 488-1771
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AIG Benefits Solutions
Employee Benefits Solutions
Contact: Shantale Chaney
777 S. Figueroa St., Ste. 1800
Los Angeles, CA 90017
(213) 689-3500 Fax: (866) 716-6722
email: shantale.chaney@aig.com
Website: www.aig.com
Products/Services: Disability, Life, LTC, STD, Voluntary Benefits and Worksite Products
Serving: Southern California Area

Aigilis Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921, (866) 205-1936
(877) 520-4636
Fax: (480) 287-8574
email: mgebhardt@aigilis.com
Website: www.aigilis.com
Products: ACA medical gap plans, Telemedicine, Accident, Critical Illness; Dental (ind., group)
Serving: Nationwide

benefitsCONNECT®
Contact: Josh Trent, Chief Growth Officer
3101 Zinfandel Drive., Ste. 200
Rancho Cordova, CA 95670
(877) 369-2153
email: sales@mybenefitexpress.com
Website: www.benefitexpress.info
Products/Services: Online Benefits Enrollment and Benefits Administration, Decision Support, ACA Compliance, COBRA and Direct Billing, Reimbursement Administration, Dependent Eligibility Verification Audit, Total Compensation Statements.
Serving: Nationwide

benefitexpress™
Contact: Josh Trent, Chief Growth Officer
1700 E. Golf Road, Ste. 600
Schaumburg, IL 60173
877-369-2153
email: sales@mybenefitexpress.com
Website: www.benefitexpress.info
Products/Services: Online Benefits Enrollment and Benefits Administration, Decision Support, ACA Compliance, COBRA and Direct Billing, Reimbursement Administration, Dependent Eligibility Verification Audit, Total Compensation Statements.
Serving: Nationwide

Caliwaii Insurance Marketing, LLC
Assurity Life Worksite Division
Contact: Jim Quinney
3031 Stanford Ranch Rd.
Rocklin, CA 95765
(916) 781-9850
email: jim@caliwaii.com
Website: www.caliwaii.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide

ChimientiLogo

 

 

 

Chimienti & Associates
Insurance Services
Contact: Toney Chimienti, President
3400 Mineral King, Ste. B
Visalia, CA 93291
(877) 733-1670
email: info@chimienti.com
Website: www.chimienti.com
Products: Medical GAP Plans, Premium Saver, solution Plus Advantage program, Guarantee Issue, Voluntary Short & Long Term Disability, Critical Illness, Accident, dental, vision, term, UL w/Long-term Care rider, Whole Life
Services: Internet based Employee Benefits Enrollment with Billing & Eligibility Management Technology, includes Self-Serve with Chat session and Call Center enrollment, ACA Compliance-Assistance Packages, COBRA-HSA-HRA-Sec. 125 Administration
Serving: 40 States

Colonial Life & Accident Insurance Company
Contact: Mike Keller, Southwest Region Vice President of Sales
4965 Preston Park Blvd., Ste. 140
Plano, TX 75093
(972) 964-0250 Fax: (972) 964-0270
Email: mlkeller@coloniallife.com
Colonial Life & Accident Insurance Company
– Southern California

Kristin Lease
Emails: KLease@ColonialLife.com
301 E Ocean Blvd, Ste. 2000
Long Beach, Ca 90802
(562) 335-5648
Products/Services: Disability, Life, Accident, Cancer, Critical Illness,Dental, Supplemental Health, Benefits Communication, Enrollment.
Minimum case size: 3
Serving: Nationwide

Ease
Contact:  David Reid
500 Treat Ave., Ste. 200
San Francisco, CA, 94110
(800-446-EASE
(702) 800-2600
Email: support@ease.com
Website:  www.ease.com
Products: Worksite Marketing
Serving:  Nationwide

Ebix Inc.
Contact: Tony Bell
1 Ebix Way
Johns Creek, GA 30097
(678) 681-2020
Fax: (678) 281-2019
email: tony.bell@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

Freedom Equity Group
Contact: Ron Petroinovich
152 W. Branch St., Ste. A
Arroyo Grande CA 93420
(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

FirstVitals Health and Wellness
Contact: Ernie Lee
P.O. Box 2500
Danville, CA 94526
(925) 299-8015 (800) 922-8844
Fax: (925) 299-8010
email: ernie.lee@firstvitals.com
website: www.firstvitals.com
Serving: Nationwide

LifeLock (a Symantec Company)
Contact: Shaun Walti, Sr. Sales Leader, Southwest Region
60 E. Rio Salado Parkway, Ste. 1000
Tempe, AZ 85281
(714) 916-7193
Email: shaun_walti@symantec.com
Website: www.lifelockbusinesssolutions.com/industries/employee-benefits
Products/Services: Group Benefits, Worksite Marketing, Voluntary Benefits, LifeLock Benefits, Cybersecurity
Min. Case Size: 2
Serving: Nationwide

LifeSecure Insurance Company
10559 Citation Dr., Ste. 300
Brighton, MI 48116
866-582-7701
email: agentsupport@yourlifesecure.com
Individual and Worksite Products: Accident,Critical Illness,Hospital Indemnity
Worksite-Only Product: Long Term Care

PRAM Insurance Services Inc.
Contact: David P. Wilson, President
1 Point Drive, Ste. 120
Brea, CA 92821
(714) 672-6845
(800) 262-7726
Fax: (714) 255-0977
email: dwilson@pram.com
Website: www.pram.com
Products: Nationally registered Third Party Administrator (TPA) and MGU providing fully-insured and self-funded prescription drug benefit plans
Services: PRAM provides its services to traditional employer groups, associations, government entities and individuals.
Min. Case Size: 100
Serving: Nationwide

Voluntary Benefits Conference
Contact: Jenny Dodson
4371 Northlake Blvd., Ste. 331
Palm Beach Gardens, FL 33410
(561) 790-1176
Fax: (866) 536-7041
email: info@voluntarybenefitsmagazine.com
Website: www.voluntarybenefitsconference.com
Products: Voluntary Benefits, Gap Plans, Ancillary Benefits
Serving: Nationwide

Voluntary Benefit Advisors (VBA)
Contact: Jennifer Rococo
2400 Main St., Ste. 200
Irvine, CA 92614
(949) 954-1300, (866) 797-3236
Fax: (949) 954-1301
Email: Jlococo@vbadv.com
Email: info@vbadv.com
Website: www.vbadv.com
Products: Voluntary Benefits
Serving: Nationwide