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Documents - Systems - Services
Lanterman Insurance Agency, Inc. (LIA)
Current Broker / Consultant
Form 5500: Annual Return/Report of Employee Benefit Plan, including all required schedules and attachments (Form 5500 return/report}, is used to report information concerning employee benefit plans and Direct Filing Entities (DFEs)
Prepared signature ready at no cost
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Yes
No
Summary Plan Description (SPD): Informs participants and beneficiaries about their plan and how it operates. A comprehensive document to apprise covered perosns of their beneftis, rights, and obligations under the plan.
Prepared and distributed to employees at no cost
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Yes
No
Summary of Material Modification (SMM): Describes material modifications to a plan and changes in the information required to be in the SPD.
Prepared and distributed to employees at no cost
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Yes
No
Section 125 Premium Only Plan (POP): Document allowing for pre-taxed medical, dental, and vision cost incurred by employees. Allows for them to contribute via payroll deduction their costs befroe taxes.
Prepared for and paid by LIA
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Yes
No
lnital COBRA Notice: A notice of the right to purchase temporary extension of group health coverage when coverage is lost due to a qualifying event.
Distributed to employees at date of hire
Select
Yes
No
COBRA Election Notice: A model notification to qualified beneficiaries of their right to elect COBRA coverage upon occurrence of qualifying event as well as coverage options through the Marketplace.
Prepared and mailed out to employees by a TPA paid for by LIA
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Yes
No
COBRA Administration: Billing aministration to qulaified beneficiaries on a monthly basis for those who elect COBRA coverage. Remitting premium back to the employer on a monthly basis.
Administered by a TPA paid for by LIA
Select
Yes
No
Legal Notices: Special enrollment Rights, CHIPRA, WHCRA, MHPAEA, Newborn's Act, SBC, PCC, and Michelle's Law notices given to employees annually.
Prepared and distributed to employees at no cost
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Yes
No
Labor Law Posters: Appropriate city, state, and federal labor law posters must be displayed in employee break rooms or other gathering places
Distributed annually to employers at no cost
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Yes
No
Benefit Administration System: Automated system to track employees benefit elections. New hires, termination, and declination of coverage.
Paid for by LIA
Select
Yes
No
New Hire On Boarding Module: Electronically on-boards new employees with W-2, 1-9, Employee Handbook Acknowledgement, and any other employer-specific new hire documents.
Paid for by LIA. e-signature compliant with state and federal entities
Select
Yes
No
Development of Employee Handbook: Required document outlining employers standard practices and operating procedure. Includes all mandatory state and federal leaves of absences.
Paid for by LIA
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Yes
No
Human Resources Back Office Support: Membership in national HR company to help with hiring, training, and progressive discipline of employee population. Includes telephone hot line.
Paid for by LIA
Select
Yes
No
