Wrap Plan Documents

Product Info

Company Overview

Founded

2009

Employees

0

Funding Summary

Not Provided

Clients Your Size

About ERISAPros, LLC

Are you an Employee Benefits Producer or Senior Account Manager with ten years of experience looking for an exciting new opporutnity? We are looking for a Director of Business Development to join our team. ERISAPros, LLC is an industry-leading professional services firm located in Atlanta, Georgia. Our services include the preparation of Wrap Plan Documents, corresponding Wrap Summary Plan Descriptions (SPDs), and DOL Form 5500s.
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Acrisure Compliance Solutions

Reviews pending

Product Info

Company Overview

Founded

Aug-17

Employees

7

Funding Summary

Not Provided

Clients Your Size

About Acrisure Compliance Solutions

Acrisure Compliance Solutions (ACS) is a team of HR and employee benefits compliance experts who assist Acrisure agents with their clients’ complex questions and issues on laws such as ERISA, HIPAA, COBRA, ACA, FMLA, FLSA, and ADA. Along with this free consulting support, ACS provides quarterly compliance-focused webinars, regulatory and legislative updates, weekly digests of compelling news, trends, and compliance due dates, a compliance education publications library, and various compliance checklists, templates, and toolkits. In addition, ACS provides various services that assist clients with their compliance obligations including Form 5500 filings, plan documents and SPD drafts, nondiscrimination testing, HIPAA training,... Show More

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Clarity Benefit Solutions

4.8 (1)

Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

Clarity’s Wrap Plan Document service combines multiple employee benefit plans into a single ERISA-compliant document, simplifying administration and ensuring regulatory compliance. It’s the smart way to streamline your benefits documentation and reduce audit... Show More

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Medcom Benefit Solutions

4.5 (7)

Product Info

Company Overview

Founded

1983

Employees

85

Funding Summary

Not Provided

Clients Your Size

About Medcom Benefit Solutions

Celebrating over 40 years, Medcom has been a leader in employee benefit administration, ERISA Compliance, and consulting services with exceptional service. We create tailor-made solutions of tax-advantaged benefit plans using innovative debit card technology to meet the needs of plan participants and the administrative goals of employers.

Medcom’s expert consultative services provide a comprehensive approach to ERISA Compliance, in addition to the administration of COBRA, Retiree Billing, Flexible Spending Accounts, Health Savings Accounts, and Health Reimbursement Arrangements.

As regulatory compliance continues to increase in complexity, Medcom has designed a streamlined approach to... Show More

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EZ ERISA LLC

Reviews pending

Product Info

Company Overview

Founded

2016

Employees

0

Funding Summary

Not Provided

Clients Your Size

About EZ ERISA LLC

EZ ERISA LLC is the premier resource for preparing compliant ERISA Wrap Documents, Cafeteria Plans, Health Reimbursement Documents and HIPAA Policies at a low subscription cost, with an industry-leading financial and legal services Warranty. Our easy to use process is designed to take you step-by-step to create your own plan documents. Our user friendly process is designed for all types of users, from Human Resource and Insurance Industry Professionals, to Accountants, Business Owners and Attorneys.
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Employee Benefits Corporation (EBC)

4.4 (7)

Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

The simplest way to comply with ERISA requirements is a wrap plan document, which “wraps” health and welfare benefits into a single plan document and Summary Plan Description (SPD). It also eliminates the... Show More

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Lumelight

5.0 (1)

Product Info

Company Overview

Founded

1998

Employees

450

Funding Summary

Not Provided

Clients Your Size

About Lumelight

Six respected companies. One new standard. Lumelight brings together the expertise, capabilities, and people behind six legacy brands: Benefit Comply, BMI Audit Services, Consova, CXC Solutions, Healthcare Reporting, ClearFile, and MZQ Consulting, to create a single, integrated solution for the business side of benefits. From compliance to claims to analytics, we’ve rebuilt the experience from the ground up to help clients spend less time navigating complexity and more time moving their business forward. We serve the brokers and TPAs who support employers in the complex, crucial areas of benefits design, compliance, and administration. We simplify the business side of benefits,... Show More

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EB3

Reviews pending

Product Info

Company Overview

Founded

05/2019

Employees

7

Funding Summary

Not Provided

Clients Your Size

About EB3

EB3 was created by Joe Blascak who worked as a General Agent for several years, then started his own benefits agency. He created EB3 to help agencies streamline their processes at an affordable price when it came to Benefit Booklets and Compliance documents. Show More

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BBP Admin

4.6 (6)

Product Info

Min. Group Size

-

Lives Serviced

75,000

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

Employer-sponsored benefit plans are required to ensure that their employees participating in
a group health plan are provided with the most important facts about their benefits, rights and
obligations under the... Show More

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BASIC

Reviews pending

Product Info

Min. Group Size

1 eligible

Lives Serviced

300,000

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

BASIC’s Wrap Plan Document services remove the complexity and administrative burden of creating and maintaining ERISA-required plan documentation. BASIC’s compliance and legal teams prepare customized Wrap Plan Documents and Summary Plan Descriptions (SPDs)... Show More

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isolved

4.1 (278)

Product Info

Company Overview

Founded

1986

Employees

2,000

Funding Summary

Not Provided

Clients Your Size

About isolved

isolved is a provider of human capital management (HCM) solutions that help organizations recruit, retain and elevate their workforce. More than 195,000 employers and 8 million employees rely on isolved's software and services to streamline human resource (HR) operations and deliver employee experiences that matter. isolved People Cloud™ is a unified yet modular HCM platform with built-in artificial intelligence (AI) and analytics that connects HR, payroll, benefits, and workforce and talent management into a single solution that drives better business outcomes. Through the Sidekick Advantage™, isolved also provides expert guidance, embedded services and an engaged community that empowers People Heroes™... Show More

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TASC

3.2 (6)

Product Info

Min. Group Size

1 eligible

Lives Serviced

300,000

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

TASC’s Wrap Plan Document services eliminate the burden of compiling and updating complex ERISA, HIPAA, and ACA-required plan documentation. Their experienced legal and compliance teams prepare, maintain, and distribute customized wrap plan documents... Show More

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HSA Bank, a division of Webster Bank, N.A.

3.4 (4)

Product Info

Min. Group Size

1 eligible

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

HSA Bank provides Plan Document services during the implementation and renewal process at the request of the employer. Once the required information is finalized, HSA Bank can produce a Plan Document within five... Show More

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Lifetime Benefit Solutions

Reviews pending

Product Info

Company Overview

Founded

1974

Employees

0

Funding Summary

Not Provided

Clients Your Size

About Lifetime Benefit Solutions

Possessing an estimable track record that stretches back to 1974, Lifetime Benefit Solutions was formed through the merger of EBS-RMSCO, Inc. and Support Services Alliance, Inc. As a full-service third party administrator, we facilitate the insurance, self-funding and consulting needs of thousands of clients throughout the United States, leveraging our experience, native flexibility and practical creativity to generate solutions beyond what our customers expect. Our products and services include Self-funding Third Party Administration (TPA), Reimbursement Account Administration, COBRA Administration, Payroll Services, Retirement Services and Compliance Services. Show More

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Wrangle an Ascensus Company

4.0 (4)

Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

Wrangle provides clients with well-established, audit-tested plan documents intended to meet the requirements of various federal laws and regulations, most notably, ERISA. We have delivered over 6,700 projects to satisfied clients since 2017.... Show More

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Advantage Administrators

Reviews pending

Product Info

Company Overview

Founded

1987

Employees

0

Funding Summary

Not Provided

Clients Your Size

About Advantage Administrators

Advantage Administrators, formerly known as R.D. Drenkow & Co., Inc., was founded in 1987 by ERISA attorney Rodney D. Drenkow as an independent employee benefit consultant and administrator. Our experienced staff can help you establish a benefit plan that will satisfy the needs of your employees. As an independent third party administrator, we provide all the services necessary for tax-favored employee benefit programs, such as: Trust Accounting, IRS Reporting, Consulting, Documentation and Compliance Testing Show More

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Flexible Benefit Services Corporation

4.9 (4)

Product Info

Company Overview

Founded

1988

Employees

62

Funding Summary

Not Provided

Clients Your Size

About Flexible Benefit Services Corporation

Celebrating our 30th Anniversary in 2018, Flexible Benefit Service Corporation (Flex) is a leader in the health insurance and benefits administration markets. Since 1988, we have offered cost-effective healthcare solutions integrated with unparalleled expertise, service and technology to insurance producers, employers and employees throughout the US.

We have two business divisions: General Agency & Benefits Administrator.

The General Agency offers producers free access to leading health, Medicare and ancillary/voluntary insurance carriers, products, resources and more.

As a Benefits Administrator, we serve employers and employees through our full portfolio of... Show More

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Mineral

Reviews pending

Product Info

Min. Group Size

2 eligible

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

Mineral’s Benefits Document Creator makes it simple to create comprehensive benefits plan documents with an easy-to-use wizard that includes tool tips plus access to live help.

Features include: Show More

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Wintrust

Reviews pending

Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

We offer plan document creation for all the products we offer. Show More

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BDS admin

Reviews pending