MORE VALUE,DEEPER DISCOUNTS,GREATER CHOICES

Aff ordableServices to

Help You Meet Your Mission

NON-PROFIT SOLUTIONS

Ascension is committed to providing employee-benefi ts, retirement-consulting, and property-and-casualty expertise, resources, and solutions to California’s non-profi t community.

MORE SUPPORT FOR LEAN ORGANIZATIONS

We believe that the non-profi t community should have access to the same high-quality employee-benefi ts, insurance, risk-management, and human-resources services and programs as our for-profi t clients. Our non-profi t group trust allows small and mid-size employers to aggregate to purchase a variety of signifi cantly discounted benefi ts plans.

A CONSULTATIVE APPROACH

We’re committed to providing ongoing consultation and customer service. Our dedicated teams serve as trusted partners and can operate as an extension of your HR and benefi ts department. We provide assistance, as needed, with strategic planning and administration, including compliance, claim, and carrier issues.

HELPING YOU MEET YOUR MISSION

We’ve helped more than 600 non-profi ts reduce costs while expanding their access to specialized employee benefi ts, retirement services, and human-resources solutions.

We can often match your current plan whileproducing a savings of up to 20 percent annually.

SAVE20%

Ascension Insurance, Inc. 1277 Treat Avenue, Suite 400Walnut Creek, CA 94597

(800) 404-4969

To learn more about our non-profi t solutions, please contact:

Delivering a successful plan is evermore challenging given complex administrative and regulatory demands. Without an eff ective retirement plan, health-insurance costs increase and employee job satisfaction decreases. As your dedicated retirement specialists, we’ll evaluate and identify plan providers who can simplify plan management, as well as determine if the plan’s services are necessary and the fees reasonable. We off er support in the following crucial plan components:

PROVIDER MANAGEMENTWe’ll perform frequent in-depth assessments to determine whether or not your current plan is eff ective in meeting participant and company requirements.

PLAN DESIGNWe’ll provide plan-design consulting and investment-selection services and help you drive plan performance to demonstrate commitment to your employees and attract new talent.

Employee Engagement – We’ll help implement educational materials to increase engagement and encourage employees to save, invest, and plan smarter.

Measurement – We’ll introduce state-of-the-art, comprehensive tools to assist you in monitoring plan activity, data, and performance.

INVESTMENT SELECTION & MONITORINGWe’ll help you design, implement, and review plan-level investment menus, provide ongoing monitoring support through the lens of an Investment Policy Statement, and recommend changes as appropriate.

FEE BENCHMARKINGWe’ll help you review your plan and its investments periodically for fee fairness. As specialists in recordkeeping and compliance expenses, we’ll help explain your plan’s intricacies and negotiate lower expense arrangements with service providers. Additionally, as your plan grows in assets, we can aid in reviewing embedded investment fees (if any) to determine if costs are reasonable relative to the plan’s size.

FIDUCIARY/TRUSTEE SERVICESWe’ll assist with managing administrative tasks and fi duciary responsibilities so that you, in turn, will be able to help your employees build and experience a rewarding and fi nancially sound retirement.

PARTICIPANT EDUCATION We’ll also help in designing and implementing strategies for participants to hit and sustain their long-term retirement goals. Employing our retirement-readiness resources, we can architect a strategy completely customized for you and your employees. Your staff deserves a variety of retirement plans that can help them improve their retirement readiness, and our team of retirement-consulting specialists will be your trusted partner in delivering those options.

RetirementConsulting

NON-PROFIT SOLUTIONS

Your retirement plan is one of the most important benefi ts you can off er your employees as a non-profi t organization.

Jennie HunsbergerAVP, Ascension Retirement Plan Services

(415) 271-2136 jhunsberger@ascensionins.com

Mike WeintraubPresident, Ascension Retirement Plan Services (925) 818-9035 mweintraub@ascensionins.com

Ascension Insurance, Inc. 1277 Treat Avenue, Suite 400Walnut Creek, CA 94597

(800) 404-4969

License No. 0C40463To learn more about our retirement-consulting solutions for non-profi ts, contact:

ANALYSIS & COST CONTROL

Strategic Planning Benefi ts Benchmarking Analysis Renewal Assessment Benefi t Procurement Market Analysis Carrier Negotiations Implementation

ADMINISTRATION & TECHNOLOGY

Consolidated Billing Eligibility and Enrollment Management Liberal Participation Requirements Online Enrollment Customized Enrollment Materials Employee Concierge Call Center Bilingual Enrollment Assistance

COMPLIANCE

State and federal compliance COBRA administration Form 5500 Preparation Summary Annual Reports Annual Compliance Calendar Real-Time Compliance Updates

EMPLOYEE COMMUNICATIONS

Employee Newsletters Consumerism Assessments Surveys and Analytics Wellness-Program Design and Implementation Health-Management Implementation and Tracking

HEALTH & WELLNESS PROGRAMS THAT WORK

Our wellness programs aim to increase employee health, wellness, and productivity and are centered on our mutual goal of managing costs. Customized Health Fairs Ongoing Wellness Events Educational Seminars Health Risk Assessments Health Coaching Disease-Management Programs Implementation

EmployeeBenefi ts &

Compliance

NON-PROFIT SOLUTIONS

We believe our clients benefi t most from a combination of professional-benefi ts expertise and technological solutions designed to streamline administrative tasks.

Your service package will include a dedicatedcustomer-service consultant and a robust off ering of integrated services, such as the following:

2017 BENEFITS GUIDE Take Charge of Your Health

2017 EMPLOYEE BENEFITS

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Open Enrollment is Just Around the Corner! Everyone needs to enroll - even if you aren’t making any changes to your benefit elec ons. Each year you have one opportunity to make changes to your benefit elec ons without having a qualifying life event (such as marriage, divorce, birth or adop on of a child). It is me to start thinking about your benefits, how much you want to put into your flexible spending accounts and if you should add coverage.

OOpen Enrollment coming soon.

Benefit changes will be effec ve January 1, 2018 through

December 31, 2018 or un l you have a qualifying life event.

Keep an eye out for an announcement regarding dates and mes for Open Enrollment. Educa on calls will be

coming soon!

Benefits Open Enrollment December 5th-15th 2017

Tuan NguyenVice President/Producer

(925) 322-6441 tnguyen@ascensionins.com

Ascension Insurance, Inc. 1277 Treat Avenue, Suite 400Walnut Creek, CA 94597

(800) 404-4969

License No. 0D93757To learn more about our benefi ts-consulting solutions for non-profi ts, contact:

Jeff ChenuVice President, Pan American Insurance Agency, Inc.

(916) 286-5979 jeff chenu@ascensionins.com

Ascension Insurance, Inc. 1610 Arden Way, Suite 121Sacramento, CA 95815

(916) 286-5960

To work towards lowering your overhead costs, we’ll help you recognize workplace hazards and implement corrective actions before injuries occur, so you can allocate more resources to your clients. By evaluating current safety programs, performing loss analysis, and making fi eld and facility visits, our team of social-services insurance experts, loss-control consultants, and claims-management specialists will customize and manage a package specifi cally for your organization.

CLAIMS MANAGEMENT

Open-Claim Oversight & Management Claim-Litigation Strategies ExMod Audit & Forecasting Return-to-Work Coordination Optimization of Medical Provider Network (MPN) First Aid vs. Reportable Claims Education on Labor Code & Case Law Claims Reporting and Investigation Training

PROPERTY & CASUALTY PRODUCTS FOR NON-PROFITS

Workers’ Compensation Commercial General Liability Directors and Offi cers Liability Insurance (D&O) Employment Practices Liability Insurance (EPLI) Professional Liability Insurance (E&O) Workplace Violence Insurance Abuse & Molestation Insurance Commercial Property & Auto Cyber Liability Umbrella Alternative State Unemployment Insurance Program

LOSS-CONTROL RESOURCES

Safety Program Evaluation & Development Loss-Trend Analysis Back Safety/Lifting Hazard Communication Fluid-and-Blood-Borne Pathogens Defensive Driving Drug-and-Alcohol-Abuse Awareness Workplace Violence Incident Investigation/Accident Reporting Sexual-Harassment Training First-Aid/CPR Safety Training for Employees & Supervisors Offi ce Ergonomics

License No. 0F89850To learn more about our risk-management solutions for non-profi ts, contact:

Risk Management

NON-PROFIT SOLUTIONS

As a social-services non-profi t, your mission is to provide services, resources, and a supportive hand to your clients. Ours is to help.