Wrap Plan Documents

Wrap plan documents are supplemental documents providing information required by ERISA about an employer's health and welfare benefit plans.
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EB3

EB3

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Founded

05/2019

Employees

7

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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
Acrisure Compliance Solutions

Acrisure Compliance Solutions

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Founded

Aug-17

Employees

7

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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
BBP Admin

BBP Admin

5.0 (1)
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75,000

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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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Employee Benefits Corporation (EBC)

Employee Benefits Corporation (EBC)

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-

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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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isolved

isolved

4.1 (258)
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Founded

1986

Employees

2,000

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About isolved

isolved is the most-trusted HCM technology leader, providing the best combination of software and services to meet the needs of today's People Heroes – HR, payroll, and benefits professionals. From talent acquisition to workforce management to talent management, our solutions are delivered directly or through our HRO partner network to more than 6 million employees and 168,000 employers across all 50 states – who use them every day to increase productivity, accelerate decision-making and ensure performance, while reducing risk. isolved People Cloud, our intelligently connected platform, automates the entire employee experience by design, so that organizations can engage, empower, and... Show More
HSA Bank, a division of Webster Bank, N.A.

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

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1 eligible

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-

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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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ACAPrime

ACAPrime

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-

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-

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Refer clients to Wrangle Show More
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BASIC

BASIC

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Founded

1989

Employees

397

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About BASIC

As one of the first third-party administrators of Flexible Spending Accounts in the nation, BASIC is a Technology Driven HR Compliance Company focused on delivering administrative and technology solutions to assist Human Resource Departments throughout the United States. Show More
Benefit Allocation Systems, LLC

Benefit Allocation Systems, LLC

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Founded

1991

Employees

85

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About Benefit Allocation Systems, LLC

Benefit Allocation Systems (BAS) provides custom solutions for employee benefits administration through MyEnroll360, our agile, cloud-based platform. Serving organizations of all sizes and complexities, we specialize in benefits enrollment, compliance, and billing. Our solutions seamlessly integrate with payroll systems and insurance carriers, simplifying HR and benefits processes while enhancing organizational efficiency.

At BAS, we focus on flexibility and customization, allowing our clients to tailor every service to their unique needs. Whether it’s ACA compliance, COBRA administration, or flexible spending accounts, we ensure smooth, reliable processes for our clients, from hire to retire. With over three decades of... Show More
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Medcom Benefit Solutions

Medcom Benefit Solutions

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Founded

1983

Employees

85

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About Medcom Benefit Solutions

Celebrating pver 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
CXC Solutions

CXC Solutions

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-

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-

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• User-friendly intake form to collect plan details
• Assignment of a dedicated, FCS-certified
Document Analyst
• Documents reviewed by product specialists
• Renewal reminders sent to clients annually Show More
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First American Bank - Health Account Services

First American Bank - Health Account Services

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Founded

1974

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About First American Bank - Health Account Services

For more than 40 years, First American Bank has been focusing on building long-term relationships with customers through high-quality solutions and exceptional service. Our extensive services range from personal products and services to commercial banking and wealth management. First American Bank prides itself on delivering sophisticated bank products combined with the personal attention only a local community bank could offer.

First American Bank’s size and management structure allows the bank to respond quickly with tailor made solutions that reflect a deep understanding of each customer’s goals and potential for growth.

Member FDIC and Equal... Show More
Pro-Flex Administrators, LLC

Pro-Flex Administrators, LLC

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Founded

2010

Employees

15

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About Pro-Flex Administrators, LLC

Pro-Flex Administrators LLC is a full-service benefits administration company that was built on one premise: to provide the highest levels of service at an affordable cost. Our state-of-the-art software provides the efficiencies required in today’s business environment to effectively meet your administrative needs and create satisfaction with your employees. We combine our knowledge and expertise with unprecedented plan flexibility to deliver our value proposition to clientele within a wide variety of industries.

Pro-Flex Administrators takes great pride in delivering a positive customer service experience at both the employer and employee level. By incorporating three vital components into... Show More
Wintrust

Wintrust

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-

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-

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

Advantage Administrators

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Founded

1987

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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
Benefit Planning Consultants, Inc.

Benefit Planning Consultants, Inc.

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Founded

1979

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About Benefit Planning Consultants, Inc.

Since 1979, our mission as been to provide comprehensive benefit administration solutions and unmatched customer service. We attribute our success to our passion and the high value we place on our relationships with clients and partners. Our niche is placing our clients and their employees first and looking at things from their point of view. BPC is small enough to care and large enough to do the job right.

Discover what makes BPC different and how you can be a part of it. Show More
Flexible Benefit Services Corporation

Flexible Benefit Services Corporation

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Founded

1988

Employees

62

Funding Summary

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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
Kelly Benefits

Kelly Benefits

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-

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-

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Will not complete per Corp Comm 1.8.24 Show More
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Mineral

Mineral

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2 eligible

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-

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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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TASC

TASC

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Founded

1975

Employees

734

Funding Summary

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About TASC

TASC (Total Administrative Services Corporation) is an award-winning nationwide administrator of tax-advantaged health benefits plans offering comprehensive services for Clients, Participants, and Providers and serving companies ranging in size from one employee to thousands!

New product development, innovative tools, and outstanding, transparent service keep TASC’s service offerings at the forefront of third-party benefits administration.

TASC prides itself on helping business owners and their employees improve their bottom line, bringing them peace of mind, and providing them with fast and accessible service.

AgriPlan and BizPlan (Section 105 HRA) are products that... Show More

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