Employee Benefits Consulting & Brokerage Services

Presented by: Jeanett Cordon

StoneTapert Employee BenefitsTel: 626.844.3300 ext. 448

| About Us |• StoneTapert Employee Benefits• Founded in 1961• An affiliate of Benefits America• Employs over 30 Insurance , ACA & HR Experts• Market Share – Over $500 Million in Annual Premium

• Corporate Headquarters• 14 N. Baldwin Avenue, Sierra Madre, CA 91204

• Full-service employee benefits brokerage firm specializing in benefit management, premium negotiations, compliance & technology

• Industry Rankings • StoneTapert | 12th Largest Employee Consultant in Southern CA• Benefits America | 4th Largest Employee Consultant in Southern CA

| Core Values |

•CARING C

•LOYALTYL•INTEGRITYI

•EXPERTISEE

•NEVER STOP MAKING A DIFFERENCE IN SERVICE & EXCELLENCEN

•TRUSTT

| Our Services |

DEDICATED ACCOUNT MANAGER

HR CONSULTING

CLAIMS MANAGEME

NT & RESOLUTION

BENADMIN ANALYSIS & IMPLEMENT

ATION

ACA COMPLIANCE GUIDANCE

ANNUAL ENROLLMENT SUPPORT

ONSITE EMPLOYEE EDUCATION

WELLNESS & HEALTH FAIRS

CUSTOM ENROLLMENT MATERIAL

BILINGUAL SUPPORT

COVERED CA / INDIVIDUAL SPECIALISTS

MEDICARE SPECIALISTS

| What Makes Us Unique |Benefits America•Powerhouse•Elite Broker

Status•Market Access &

Buying Power!

HR Support & Beyond•Your Account

Manager is an HR Professional

•HR Live provided by ThinkHR

Menu of Technology Solutions•HRIS/BenAdmin

Systems•ACA Tracking &

Reporting•Single Point of

Entry Solutions

Call Center for Individuals Insurance•Dedicated to Part-

time / Ineligible Employees & Family Members

•Service Available Year-round

| The HR Dilemma |Employee Benefits

HR Complian

ce

Worker’s Comp

Technology

401(k) / 403(b)

COBRA/ FSA

Admin

Wellness

Payroll

ACA Tracking

& Reporting

| Your Trusted Advisor |CLIENT

Employee Benefits

401(k) / 403(b)

Worker’s Comp

Payroll

ACA Reporting

& Tracking

COBRA/FSA

Admin

HR Complian

ce

Technology

Wellness

| Why Do Business With Us? |We have the buying power and leverage of a

large employee benefits firm and the personal service and hand-holding of a smaller regional

firm.

Leverage Compliance

Technology

Personal Service

| Committed to You |

"...they have exceeded my expectations and made my job easier."- Elizabeth Jones, Director of HR, Frostig Center | 6+ years

"…StoneTapert has proven to be an invaluable addition to our non-profit team. Their industry expertise, recognition of budgetary considerations, exemplary customer service, and visionary attention to our growing personnel needs has allowed us to offer competitive benefits packages in order to retain and attract the best in our field."- Angela Weimer, Senior Director of Operations, NALEO | 16+ years

"...Since 1963 we have had the pleasure of working with StoneTapert. They have given us excellent guidance in all benefit areas as well as business estate planning. We highly recommend this company."- Raymond Dowling, CEO, Universal Plastic Mold | 50+ years

"...we are grateful for their creativity, professionalism and accountability. We truly have a partnership with StoneTapert."- Pam Keith, Director of Human Resources and Insurance, Converse Consultants | 20+ years

"...they are the magicians of succession and estate planning."- Fred Ockrim, President, Sea Snack Foods, Inc. | 16+ years

"...StoneTapert has proven to be a tremendous asset to our company and more specifically, to our Human Resource Department. Our needs are important to StoneTapert!"- Bill Tweed, President, General Pump Company | 9+ years

| StoneTapert Nonprofit Clients |

| Network of Experts |

THANK YOU!

14 N. Baldwin AveSierra Madre, CA 91204Phone: 626.844.3300 | Fax: 626.583.9151www.stonetapert.com/tapert

Employee Benefits │ Founded in 1961