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Compliance updates, trending articles and SoCal Human Resources events

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Rob Mitchell

Benefits Consultant

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Health Plan Funding offers a dedicated platform for Human Resource and Finance teams to explore the specifics of alternative funding products. My brief and informative videos simplify the complexities of alternative funding, using visual guides to clearly explain the concepts.   

Learn More

Alternative Funding Simplified

Gain full control over your health plan, access claims information and make informed decisions that benefit both your employees and your botton line.  

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Rob Mitchell Profile Picture

Take Control of your Health Plan

Rob Mitchell

Benefits Consultant, IMA

Alternative Funding Simplified

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IMA is a full-service insurance brokerage that handles the employee benefits, property and casualty and risk management needs for thousands of clients. 

Pirvate Ownership Matters

Employee owners are incentivezed to perform for clients, regardless of seniority

Equity awards help attract and retain the best talent

Allows IMA to reinvest 2x the industry average in value-added services

IMA Benefits 
Capabilities

    • Assist with development of multi-year strategy utilizing client’s goals and objectives

    • Provide advisory services including cost containment and funding approaches, and plan and process change recommendation

    • Assist with management of RFI/RFPprocess

    • Carrier/vendor negotiations

    • Negotiated and agreed upon contract terms with preferred carrier partners

    • Analysis of renewal information

    • Alternative funding review and modeling

    • Financial Analysis

    • Annual compliance review/meeting

    • Compliance assistance

    • COBRA, HIPAA, ADA, FMLA, Form 5500 Filings

    • ACA, state and federal laws

    • ERISA wrap documents

    • Year-round consulting on benefit-related matters

    • Plan document and contract reviews (non-legal)

    • Annual healthcare notices required by federal law

    • Periodic newsletters and updates

    • Compliance webinars

    • HR/Employment related support via Mineral access

    • Open enrollment support

    • Development of communication strategy and assistance in plan-related communication materials

    • Support employee communication efforts

    • Open enrollment support

    • Development of communication strategy and assistance in plan-related communication materials

    • Support employee communication efforts

    • Assess current technology needs and define goals

    • Engage with subject matter experts

    • Assist with RFI/RFP process

    • Perform comprehensive assessment including claims and cost analysis

    • Assist in development of employer goals and strategy

    • Assist in development of communication and employee engagement strategy

Alternative Funding 
Simplified

Health Plan Funding offers a dedicated platform for Human Resource and Finance teams to explore the specifics of alternative funding products. My brief and informative videos simplify the complexities of alternative funding, using visual guides to clearly explain the concepts.   

Health Plan Funding Video
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Newsletter: 
Rob Report

Compliance updates, trending articles and SoCal Human Resources events

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IMA is a full-service insurance brokerage that handles the employee benefits, property and casualty and risk management needs for thousands of clients. 

Private Ownership Matters

Allows IMA to reinvest 2x the industry average in value-added services

Equity awards helps attract and retain the best talent

Employee owners are incentivezed to perform for clients, regardless of seniority

Our compliance leader Michelle Cammayo works with our in-house ERISA attorneys and compliance experts to ensure our team equips your organization with the expertise and tools to eliminate the risk of running a benefits program.

Cammayo’s Compliance Talk: Ask Michelle, a compliance chat covering the latest updated and Answering YOUR Questions

ASK MICHELLE:  
COMPLIANCE PODCAST

IMA Benefits 
Capabilities

    • Assist with development of multi-year strategy utilizing client’s goals and objectives

    • Provide advisory services including cost containment and funding approaches, and plan and process change recommendation

    • Assist with management of RFI/RFPprocess

    • Carrier/vendor negotiations

    • Negotiated and agreed upon contract terms with preferred carrier partners

    • Analysis of renewal information

    • Alternative funding review and modeling

    • Financial Analysis

    • Annual compliance review/meeting

    • Compliance assistance

    • COBRA, HIPAA, ADA, FMLA, Form 5500 Filings

    • ACA, state and federal laws

    • ERISA wrap documents

    • Year-round consulting on benefit-related matters

    • Plan document and contract reviews (non-legal)

    • Annual healthcare notices required by federal law

    • Periodic newsletters and updates

    • Compliance webinars

    • HR/Employment related support via Mineral access

    • Open enrollment support

    • Development of communication strategy and assistance in plan-related communication materials

    • Support employee communication efforts

    • Open enrollment support

    • Development of communication strategy and assistance in plan-related communication materials

    • Support employee communication efforts

    • Assess current technology needs and define goals

    • Engage with subject matter experts

    • Assist with RFI/RFP process

    • Perform comprehensive assessment including claims and cost analysis

    • Assist in development of employer goals and strategy

    • Assist in development of communication and employee engagement strategy

Ask Michelle:  Compliance Podcast

Cammayo’s Compliance Talk: Ask Michelle, a compliance chat covering the latest updated and Answering YOUR Questions

Our compliance leader Michelle Cammayo works with our in-house ERISA attorneys and compliance experts to ensure our team equips your organization with the expertise and tools to eliminate the risk of running a benefits program.

Ask Michelle:  
Compliance Podcast

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