SERVICES WE PROVIDE

• Feasibility Study
• Actuarial Study
• Filings with State Self Insurance Authority
• Trust Account & Investment Account
• By-Laws and Fund Set Up
• Set Up Board of Directors
• Create procedures for the Board & for Group Members
• Licensing

FOR GROUP APPROVAL

• Broker of Record
• Excess Insurance
• Directors Liability Insurance
• Stop Loss Insurance
• Loss Prevention and Safety Services
• Third Party Administration & Claims Management Services
• Banking, Trust, & Investment Fund Accounts
• Accounting & Bookkeeping Services

ONGOING SERVICES

• Set up all meetings
• Manage Board meetings
• Transact all affairs of the Fund & Board
• Manage account procedures (i.e. bill payment, collect contributions, etc.)
• Monitor all service providers
• Correspondence with Fund members
• Secure bids for services as required (i.e., actuarial study, accounting, broker of record, etc.)
• Prepare condensed report on all service providers
• Interim filings as required by the State of California
• Prepare and file annual documents (i.e. taxes, self funding reports, financial statements, etc.)
• New member marketing and related applications and filings