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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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Benefit Administration System: Automated system to track employees benefit elections. New hires, termination, and declination of coverage.
  • Paid for by LIA
  • 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
  • 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
  • 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