Wrap Plan Documents

Product Info

Company Overview

Founded

2009

Employees

20

Funding Summary

Not Provided

Clients Your Size

About ERISAPros, LLC

ERISAPros, LLC is an Atlanta, Georgia-based ERISA compliance firm founded in 2009 by attorney Bernard Kearse. The company offers the Wrap-Tight platform for generating ERISA wrap plan documents and Summary Plan Descriptions, along with Form 5500 filing services, helping employers and brokers maintain compliance with federal benefits regulations. Show More

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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 ERISA helps employers manage benefit plan documentation and ongoing administration through technology and dedicated support. Services include ERISA wrap plan documents, summary plan descriptions explaining key terms and conditions, and annual updates... 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

1

Funding Summary

Not Provided

Clients Your Size

About EZ ERISA LLC

EZ ERISA LLC, doing business as EZ ERISA Plan, is an Ohio-based (Beachwood, OH) compliance technology company founded by ERISA/Employee Benefits attorney Jeffrey D. Zimon. It provides a self-guided, subscription-based online portal allowing benefits brokers, HR professionals, and business owners to create compliant ERISA Wrap Documents, Cafeteria Plan Documents, HRA documents, and HIPAA compliance policies, backed by an audit/penalty warranty (up to $1,000,000) plus legal services protection. Show More

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Employee Benefits Corporation (EBC)

4.3 (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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BBP Admin

4.6 (7)

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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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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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

4.2 (278)

Product Info

Company Overview

Founded

1986

Employees

2,600

Funding Summary

None

Clients Your Size

About isolved

isolved® is a Workforce Capital Management company—the next evolution of HCM, where human workers and AI agents are governed together on a single system of record, with the same visibility, accountability and lifecycle management. isolved People Cloud™ is a connected platform of action that brings together HR, payroll, benefits, workforce management and talent management, with practical AI built to own outcomes: catching payroll errors before they happen, guiding employees through benefits enrollment and surfacing compliance risks before they become problems. Built on 40 years of benefits-first HCM expertise and trusted by more than 200,000 employers and 9 million U.S. employees,... Show More

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TASC

3.1 (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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The Harrison Group, Inc.

Reviews pending

Product Info

Company Overview

Founded

1985

Employees

50

Funding Summary

Not Provided

Clients Your Size

About The Harrison Group, Inc.

The Harrison Group is a leading national administrator of tax-advantaged reimbursement plans including Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Commuter Benefits Accounts. In addition, we also perform compliance services including WRAP Documents and Summary Plan Descriptions, Non-Discrimination Testing, PCORI (Form 720) Preparation, ACA Reporting (Forms 1094/95), and Form 5500 Preparation.

Our specialists combine their extensive experience and knowledge with flexible processes and advanced technologies to deliver reliable, unsurpassed service to employers and plan participants. Show More

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ERISA Solutions

Reviews pending

Product Info

Company Overview

Founded

2004

Employees

0

Funding Summary

Not Provided

Clients Your Size

About ERISA Solutions

ERISA Solutions is a division of HR Service, Inc., based in Sandy, Utah and founded in 2004. It provides Summary Plan Description (SPD) Wrap document services and the ERISA eSolutions compliance platform, helping employers meet ERISA documentation and disclosure requirements for their group health and welfare benefit plans. Show More

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ERISAfire

Reviews pending

Product Info

Company Overview

Founded

2015

Employees

5

Funding Summary

Not Provided

Clients Your Size

About ERISAfire

ERISAfire is a Texas-based ERISA and employee benefits compliance company founded in 2015. It offers the Wrap+ plan document tool for consolidating welfare benefit plans into a single ERISA-compliant wrap document, along with Form 5500 and ACA reporting services and white-labeled compliance portals that insurance brokers can offer to their clients. Show More

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

3.3 (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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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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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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Kelly Benefits

Reviews pending

Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

Will not complete per Corp Comm 1.8.24 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