StoneTapert Employee Benefits is a full-service employee benefits brokerage firm specializing in benefit management, premium negotiations, compliance, and technology. Founded in 1961, it is an affiliate of Benefits America, employs over 30 insurance, ACA, and HR experts, and has a market share of over $500 million in annual premium. StoneTapert provides dedicated account managers, HR consulting, claims management, ACA compliance guidance, enrollment support, and other services to help clients navigate employee benefits, HR, compliance, and related issues. They leverage the buying power and compliance resources of Benefits America while maintaining a high level of personalized service.

1. Employee Benefits
Consulting & Brokerage
Services
Presented by:
Jeanett Cordon
StoneTapert Employee Benefits
Tel: 626.844.3300 ext. 448

2. | 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

3. | Core Values |
• CARINGC
• LOYALTYL
• INTEGRITYI
• EXPERTISEE
• NEVER STOP MAKING A DIFFERENCE IN
SERVICE & EXCELLENCEN
• TRUSTT

4. | Our Services |
DEDICATED
ACCOUNT
MANAGER
HR
CONSULTING
CLAIMS
MANAGEMENT &
RESOLUTION
BENADMIN
ANALYSIS &
IMPLEMENTATION
ACA COMPLIANCE
GUIDANCE
ANNUAL
ENROLLMENT
SUPPORT
ONSITE EMPLOYEE
EDUCATION
WELLNESS &
HEALTH FAIRS
CUSTOM
ENROLLMENT
MATERIAL
BILINGUAL
SUPPORT
COVERED CA /
INDIVIDUAL
SPECIALISTS
MEDICARE
SPECIALISTS

5. | 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

6. | The HR Dilemma |
Employee
Benefits
HR
Compliance
Worker’s
Comp
Technology
401(k) /
403(b)
COBRA/
FSA Admin
Wellness
Payroll
ACA
Tracking &
Reporting

7. | Your Trusted Advisor |
CLIENT
Employee
Benefits
401(k) /
403(b)
Worker’s
Comp
Payroll
ACA
Reporting &
Tracking
COBRA/FSA
Admin
HR
Compliance
Technology
Wellness

8. | 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

9. | 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

10. | StoneTapert Nonprofit Clients |

11. | Network of Experts |

12. THANK YOU!
14 N. Baldwin Ave
Sierra Madre, CA 91204
Phone: 626.844.3300 | Fax: 626.583.9151
www.stonetapert.com/tapert
Employee Benefits │ Founded in 1961