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6 Who’s Who in Self-Insurance and Alternative Risk Transfer Services • 2010 Users Directory AEGIS ADMINISTRATIVE SERVICES, INC. 6970 West Diversey Avenue Chicago, IL 60707 Telephone: (888) 881-2307 Fax: (773) 889-2308 Contact: Gerri Ann Cangelosi Title: President E-mail: [email protected] Website: www.aegisadmin.com Year Business Started: 1995 Number of Clients: 37 Number of Employees: 29 We offer full service third party administrator for self insured clients. We offer health claims administration, pension, hour bank and retirement plan administra- tion. We also offer unique cost containment and hybrid products and services. AFFORDABLE BENEFIT ADMINISTRATORS, INC. 444 Irving Dr., Ste. 202 Burbank, CA 91504 Telephone: (818) 842-0147 Fax: (818) 842-0225 Contact: Marie Ackad Title: Marketing Operations Manager E-mail: [email protected] Website: www.benefitsaba.com Year Business Started: 1987 Number of Clients: 55 Number of Employees: 18 ABA is a Third Party Administrator specializing in: Self-funded Plans: Medical, Dental, Vision, & Drugs COBRA and Creditable Coverage Certificate Administration Health Savings Account (H.S.A.) and Health Reimbursement Accounts (HRA) Packaging EPO/PPO and POS Networks Utilization Review/Case Management Cafeteria Plans Administration Insurance & Stop-Loss Access: - Traditional and innovative stop-loss - Life & AD&D Section I Third Party Administrators (TPA) Life and Health/ Employee Benefits

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6 Who’s Who in Self-Insurance and Alternative Risk Transfer Services • 2010 Users Directory

AEGIS ADMINISTRATIVESERVICES, INC.6970 West Diversey AvenueChicago, IL 60707Telephone: (888) 881-2307Fax: (773) 889-2308Contact: Gerri Ann CangelosiTitle: PresidentE-mail: [email protected]: www.aegisadmin.comYear Business Started: 1995Number of Clients: 37Number of Employees: 29

We offer full service third party administrator for selfinsured clients. We offer health claims administration,pension, hour bank and retirement plan administra-tion. We also offer unique cost containment and hybridproducts and services.

AFFORDABLE BENEFITADMINISTRATORS, INC.444 Irving Dr., Ste. 202Burbank, CA 91504Telephone: (818) 842-0147Fax: (818) 842-0225Contact: Marie AckadTitle: Marketing Operations ManagerE-mail: [email protected]: www.benefitsaba.comYear Business Started: 1987Number of Clients: 55Number of Employees: 18

ABA is a Third Party Administrator specializing in:• Self-funded Plans: Medical, Dental, Vision, & Drugs• COBRA and Creditable Coverage Certificate

Administration• Health Savings Account (H.S.A.) and Health

Reimbursement Accounts (HRA)• Packaging EPO/PPO and POS Networks• Utilization Review/Case Management• Cafeteria Plans Administration• Insurance & Stop-Loss Access:

- Traditional and innovative stop-loss- Life & AD&D

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Employee Benefits

Who’s Who in Self-Insurance and Alternative Risk Transfer Services • 2010 Users Directory 7

ALICARE INC. – AFFILIATE OF AMALGAMATED LIFEINSURANCE COMPANY730 BroadwayNew York, NY 10003Telephone: (212) 539-5300Fax: (212) 473-2913Contact: Jeffrey WarbetTitle: Exec. Vice PresidentE-mail: [email protected] Business Started: 1985Number of Clients: 60

Alicare Inc. an affiliate of Amalgamated Life InsuranceCompany, an A.M. Best’s “A” rated insurance company,is a Third Party Administrator for more than 55 self-insured clients nationally. Alicare’s state-of-the-art tech-nology, along with an experienced staff and a full prod-uct line provide an unparalleled ability to effectivelyadminister traditional and customized benefit design.

ALLEGIANCE BENEFIT PLANMANAGEMENT, INC.P.O. 3018Missoula, MT 59806Telephone: (406) 721-2222Fax: (406) 721-2222Contact: Dirk VisserTitle: CEOE-mail: [email protected]: www.abpmtpa.comYear Business Started: 1980Number of Clients: 400+Number of Employees: 200

Allegiance provides insured and self-funded plansmanagement, compliance services, claims processingand administration (medical, dental, vision, prescrip-tion drugs, COBRA/HIPAA, subrogation). We serviceERISA plans, public employer plans, church plans,MEWA’s, Flex Section 125, Section 105 andReimbursement Accounts. We also provide excess-loss, utilization review, case management, predictivemodeling, online wellness tools, and more.

AMERICAN DENTAL PROFESSIONAL SERVICES, LLC9054 Deerbrook TrailMilwaukee, WI 53021Telephone: (888) 540-9488Fax: (877) 545-4549Contact: Dawn YoungTitle: Director of Client Services

& Provider RelationsE-mail: [email protected]: www.amdps.comYear Business Started: 1981Number of Clients: 60Number of Employees: 17

8 Who’s Who in Self-Insurance and Alternative Risk Transfer Services • 2010 Users Directory

ATLANTICARE ADMINISTRATORS, INC.1001 S. Grand StreetHammonton, NJ 08037Telephone: (609) 704-7318Fax: (609) 567-3736Contact: Regina M. GiovanisciTitle: Client Operations ManagerE-mail: [email protected]: www.Atlanticare.orgNumber of Employees: 175

BENEFIT ADMINISTRATIVESYSTEMS, LLC17475 Jovanna Drive, Suite 1DHomewood, IL 60430Telephone: (708) 799-7400Fax: (708) 799-7747Contact: Mr. Marty JosephTitle: PresidentE-mail: [email protected] Business Started: 1983Number of Clients: 300Number of Employees: 175

BENEFIT SERVICES (A DIVISION OF MEDICALMUTUAL SERVICES, LLC)P.O. Box 4138Akron, OH 44321Telephone: (330) 666-0337Fax: (330) 666-6685Contact: Connie M. FrazierTitle: PresidentE-mail: [email protected] Business Started: 1993Number of Clients: 125+Number of Employees: 100+

BROKERAGE CONCEPTSINCORPORATED1021 W. 8th AvenueKing of Prussia, PA 19406Telephone: (610) 337-2600Fax: (610) 491-4990Contact: Arnold KatzTitle: SVP/COOE-mail: [email protected]: www.bcitpa.comYear Business Started: 1977Number of Clients: 6,163Number of Employees: 721

BENEFIT SERVICES™

A DIVISION OF MEDICAL MUTUAL SERVICES, LLC

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Come Visit Us At The Conference

CORESOURCE, INC.400 Field DriveLake Forest, IL 60045Telephone: (847) 604-9200/

(800) 832-3332Atlanta, GA (770) 604-9756Baltimore, MD (410) 931-5060Charlotte, NC (704) 554-4400Chicago, IL (708) 342-1237Columbus, OH (614) 336-9604Detroit, MI (586) 779-7676Kansas City, MO (913) 685-4740Lancaster, PA (717) 399-4277Little Rock, AR (501) 221-9905Roseland, NJ (973) 795-1220San Diego, CA (760) 918-5662Seattle, WA (425) 488-5826Wayne, PA (610) 687-5924Fax: (847) 615-3900Contact: Gary FanslerTitle: Corporate Vice President

of Field OperationsE-mail: [email protected]: www.coresource.comYear Business Started: 1975Number of Clients: 1000+Number of Employees: 1000+

CoreSource provides custom designed client-focusedsolutions that address the unique needs of mid-sizedand national employer-sponsored plans. We offer adiverse array of products and services. CoreSourceutilizes innovative technology to make it easier to man-age the client’s plan and its cost.

D.H. EVANS ASSOCIATES, INC.2207 Forest Hills Drive, Suite 14, P.O. Box 6480Harrisburg, PA 17112Telephone: (717) 671-8551Fax: (717) 671-4937Contact: Donald H. Evans Jr.Title: PresidentE-mail: [email protected]: www.dhevansassoc.comYear Business Started: 1993Number of Clients: 66Number of Employees: 31

D.H. Evans Associates, Inc. is a full-service third partyadministrator providing life, health, disability, vision,dental, prescription, Section 125, COBRA, HIPAA andplan document services, plus access to numerous stop-loss carriers, PPO’s and utilization management com-panies. In addition, we provide defined benefit anddefined contribution pension plan services.

D.W. VAN DYKE & CO., INC.195 Danbury Road, Suite 300Wilton, CT 06897Telephone: (203) 761-9300Fax: (203) 761-9797Contact: Christopher KoehlerTitle: Executive Vice PresidentE-mail: [email protected]: www.dwvd.comYear Business Started: 1978Number of Clients: 125Number of Employees: 22

Life and A&H Intermediary providing access to carri-ers, reinsurance, distribution, TPA’s, MGU’s and oth-ers. Product expertise in Life, Accident, Workers’Comp, Self Funded Medical, Fully Insured Medical,Disability, Dental, Rx, Vision, Long Term Care, MedicalTourism, Travel benefits, Catastrophe, Provider andHMO Excess Reserve Transfers and others.

10 Who’s Who in Self-Insurance and Alternative Risk Transfer Services • 2010 Users Directory

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E.B.S. OF OHIO896 N. Lexington Springmill Rd. Mansfield, OH 44906Telephone: (419) 529-2711 Fax: (419) 529-2804Contact: Van A. WorkmanTitle: PresidentE-mail: [email protected] Business Started: 1981 Number of Clients: 100+Number of Employees: 50+

Employer Benefit Services, Inc. is a “Third PartyAdministrator” with over 30 years of experience in theemployee benefit market place. With our main officelocated in Mansfield, Ohio and our southern U.S. officelocated in Clearwater, Florida all of our customers,large or small, receive our complete dedication to“Customer Service”. At E.B.S. our clients are truly #1.

FIRST SERVICE ADMINISTRATORS, INC.3035 Lakeland Hills Blvd.Lakeland, FL 33805Telephone: (863) 293-0785Fax: (863) 291- 5014Contact: Ronnie BrownTitle: SVP TPA ServicesE-mail: [email protected]: www.myFSAI.comYear Business Started: 1985Number of Clients: 20Number of Employees: 60

GILSBAR, INC.2100 Covington CentreCovington, LA 70433Telephone: (985) 892-3520Fax: (985) 871-1809Contact: Jennifer BurasTitle: Marketing CoordinatorE-mail: [email protected]: www.gilsbar.comYear Business Started: 1959Number of Employees: 300+

Gilsbar’s innovative 360 degrees Benefit PlanManagement® approach to self-funded medical plansis a fully integrated suite of services, designed for mid-market employers, & includes Plan Administration,Client & Member Management, Education &Engagement Strategies, Consumer-Driven Solutions,FLEX & COBRA administration, Health & LifestyleManagement, and web technology and data analysis.

GLOBAL BENEFITS GROUP, INC.27092 BurbankFoothill Ranch, CA 92610Telephone: (949) 637-9867Fax: (949) 470-2110Contact: Armando BaezTitle: Vice PresidentE-mail: [email protected]: www.insurancewithoutborders.comYear Business Started: 1988Number of Clients: 250+Number of Employees: 55

Global Benefits Group serves the international commu-nity developing and implementing programs fromGroup Health, Life & AD&D, LTD and STD to Traveland Retirement Insurance. With its own MGU and TPAfacilities and with full-time representatives on five con-tinents, GBG supports its products with local, personalservice around the world.

Who’s Who in Self-Insurance and Alternative Risk Transfer Services • 2010 Users Directory 11

HEALTHCLAIM REVIEW® (A CONSIDINE & ASSOCIATES COMPANY)25401 Cabot Road, Suite 200Laguna Hills, CA 92653Telephone: (800) 376-6522Fax: (949) 470-1915Contact: Jim Considine, MD MBATitle: PresidentE-mail: [email protected]: www.healthclaim.org

HealthClaim Review® (a Considine & Associates com-pany) is URAC-accredited provides medical reviewservices to health, stop loss, life, and disability insur-ers. Primary focus is review of medical claims/medicalnecessity for group health entities. A national panel of400+ specialist physicians encompassing over 125specialties reviews complex medical issues.Outpatient facility bill review, hospital bill line-by-linerepricing, and physician bill review audit are key areas.

HI-TECH HEALTH, INC.1500 Route 517, Suite 200Hackettstown, NJ 07840Telephone: (908) 813-3440Fax: (908) 813-3409Contact: Michael A. CarraraE-mail: [email protected]: www.Hi-Techhealth.comYear Business Started: 1990

Hi-Tech Health, Inc. Series 3000™ ClaimsAdministration - It doesn’t matter if your company isin its infancy or one that’s been around for many years.If you’re a “startup” Third Party Administrator, justentering the self-insurance industry, an insurance com-pany, union, large corporation, or small brokerage firmwanting control of your client’s health care claimsthrough a turnkey customized Claim AdministrationSystem, then your organization needs Hi-Tech Health,Inc. Please visit us at www.hi-techhealth.com for moreinformation regarding Custom Software Solutions thatwill allow you to run your business YOUR way.

THE LUNGEN GROUP1114 Arevalo De AvilaTampa, FL 33613Telephone: (813) 264-6738Fax: (813) 264-6957Contact: Richard LungenTitle: PresidentE-mail: [email protected]: www.thelungengroup.comYear Business Started: 2007Number of Clients: 100+Number of Employees: 3

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MUTUAL OF OMAHAMutual of Omaha PlazaOmaha, NE 68175Telephone: (402) 351-8773Fax: (402) 351-1882Contact: Tom GageTitle: VP Stop Loss Sales & MarketingE-mail: [email protected]: www.mutualofomaha.com

PHYSICIAN HOSPITAL COMMUNITY ORGANIZATION400 S. Jefferson Suite 200Spokane, WA 99204Telephone: (509) 343-4552Fax: (509) 345-4611Contact: Karen WilsonTitle: Director of SalesE-mail: [email protected]: www.phco.orgYear Business Started: 1994Number of Clients: 15Number of Employees: 26

Physician Hospital Community Organization (PHCO) is apremier provider of Self-Funded Health Care Plan designand administration. PHCO is a Customer-CentricOrganization that succeeds when our customers succeedand always extends a hand in partnership to our clients;working as a cohesive team in serving the employer groupsand/or consultants that we represent. Through our Wellnessprograms and education we assist employers in reducingtheir overall health care costs while improving outcomes.

SELF INSURED PLANS LLC1016 Collier Center Way, Suite 200Naples, FL 34110Telephone: (239) 449-1877Fax: (239) 403-7875Contact: Stephen RasnickTitle: PresidentE-mail: [email protected]: www.selfinsuredplans.comYear Business Started: 1996Number of Clients: 127Number of Employees: 17

We provide benefit administration and risk managementservices to self funded employers with as few as 10 employ-

ees. We specialize in developing consumer directed solu-tions, utilizing creative plan designs based upon an HRAand/or an HSA plan design. SIP is also a leader in GASBadministration and liability mitigation strategies.

STONE CARLIE & COMPANY, LLC101 South Hanley Road, Suite 800St. Louis, MO 63105Telephone: (314) 889-1220Fax: (314) 889-1221Contact: Jeffrey WardTitle: Managing MemberE-mail: [email protected]: www.stonecarlie.comYear Business Started: 1949Number of Clients: 3500Number of Employees: 85

Stone Carlie is a full service accounting firm that spe-cializes in SAS70 engagements for TPAs and other enti-ties within the insurance industry. We also provide tra-ditional tax and assurance services as well as a full suiteof IT related services that include Risk and VulnerabilityAssessments and Disaster Recovery Planning.

WELLS FARGO THIRD PARTYADMINISTRATORS602 Virginia Street EastCharleston, WV 25301Telephone: (304) 353-8779Fax: (304) 353-8748Contact: Richard H. LeggTitle: Senior VP/COOE-mail: [email protected]: www.wellsfargo.com/tpaYear Business Started: 1977Number of Clients: 350Number of Employees: 700

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