Burnham Benefits Insurance Services - The employee benefits broker and group health insurance advisor in East Irvine

Burnham Benefits Insurance Services

Employee benefit consultants & brokers offering client-first strategic solutions
2211 Michelson Drive, Suite 1200 Irvine, CA
East Irvine, CA 92612
Verified Badge Vertical

Verification Period: April 23, 2018 – April 23, 2019

Burnham Benefits Insurance Services is a Featured Listing of SHRM Broker Finder and attests they are compliant in our standards for:
  • Licensing
  • Insurance
  • Transparency
  • Completeness and Accuracy
  • Security

Practice Areas

  • Benefit Administration Solutions
  • Executive Benefits
  • Group Health Insurance
  • Human Resources Solutions
  • Payroll
  • Voluntary Benefits
  • PEO Solutions
  • Consumerism Solutions
  • Group Life/AD&D
  • FMLA/Leave & Absence Management
  • ACA Compliance and Reporting
  • ERISA

Burnham Benefits Insurance Services Overview

Privately Held

Burnham Benefits is a privately held, full-service Employee Benefits Consulting and Brokerage firm headquartered in Irvine, California. Founded in 1995, Burnham is among the largest brokerage firms in California specializing in strategic employee benefits consulting and brokerage services.

 

Strategic Growth

Burnham has cultivated steady, strategic growth over the last 10 years.  Notably:

-- Average 22 % gross revenue growth year-over-year for 10 straight years

-- Over 500 clients—retention rate exceeding industry averages

-- Manage over $1.75 Billion in premiums

-- Over 90 employees—continuing our consistent growth trajectory

-- 7 offices:

       - Orange County, CA

       - Los Angeles, CA

       - San Francisco Bay Area, CA

       - Sacramento, CA

       - San Diego, CA

       - San Luis Obispo, CA

       - Phoenix, AZ

 

Being a privately held company enables us to adapt to the needs of our clients decisively as our only real shareholders are our clients.

 

A Great Place to Work

Burnham has been recognized as a top “Best Place to Work” every year since 2011 by the Orange County Business Journal; and was recognized by Los Angeles Business Journal. At a national level, Burnham has been voted a “Best Place to Work in Insurance” every year since 2013 by Business Insurance Journal. Burnham is also a certified Women’s Business Enterprise (WBENC), a distinction accepted by over 800 national corporations, non-profit organizations and government agencies across the country. In 2015, President and CEO, Kris Allison was voted Woman of the Year by the Orange County Business Journal.

 

Progressive Company Culture

The Burnham team prides itself on operating much differently than your average brokerage firm. We are highly collaborative, and revel in a culture that allows each employee to blossom into the best possible version of themselves. Burnham truly understands the importance of work-life harmony, encouraging employees to get involved in the community and offering flexible schedules.

 

Socially Conscious

Burnham is a Certified B Corporation. Certified B Corps are a new kind of business that balances purpose and profit. We are legally required to consider the impact of our decisions on our workers, customers, suppliers, community, and the environment. We are proud to be part of a community of leaders, driving a global movement of people using business as a force for good.

-- The only certification that measures a company’s entire social and environmental performance

-- B Corp Certification proves companies are meeting the highest standards of verified performance through charitable giving, employee benefits offered, and operations materials

-- Evaluates how our company’s operations and business model impact our employees, community, environment, and clients

-- Positive impact is supported by transparency and accountability requirements

 

B Corp Certification doesn’t just prove where we excel now—it commits Burnham to consider stakeholder impact for the long term by building it into our legal structure.

 

The Burnham Way | Meaningful Acts Making an Impact

Philanthropy is central to the culture at Burnham. As a certified B Corp, the firm understands the importance of giving back and is highly involved in both the local communities where Burnham offices reside and the overall social well-being of others. The company encourages employees to give back through meaningful charitable service projects and by offering an annual $500 charitable donation match.

 

Invested for Clients

We enable our teams to operate at the highest efficiency and produce top-level results for our clients through Burnham’s thoughtfully crafted internal specialties model.

Benefits Consulting and brokerage services for the following benefit programs: 

-- Medical Insurance

-- Dental Insurance

-- Vision Insurance

-- Life Insurance

-- Accidental Death and Dismemberment Insurance

-- Health Care Flexible Spending Account

-- Dependent Care Flexible Spending Account

-- Short-Term Disability

-- Long-Term Disability

-- Supplemental Benefit Plans

 

Strategic Benefit Planning

Assistance in developing overall plan benchmarks and targets to ensure the plan meets the objectives of the client and its employees, as well as plan development and management, and continual account stewardship reporting

 

Benefit Design

Utilize benchmarking and contribution analysis to ensure benefit designs are consistent with the strategic benchmarks and targets set forth in the strategic benefit planning process. Services include:

-- Renewal evaluation, marketing & negotiations

-- Cost analysis, market study & carrier trend analysis

-- Comprehensive plan design evaluation

-- Network comparisons and utilization

-- Benchmarking data research and reports

-- Targeted consumerism assessment (HSA, FSA, HRA, CDHP, etc.)

 

Human Capital Management Technology

-- In-house Technology Specialist

-- RFP process / Technology Evaluation

-- Initial Discovery Call with Technology Team and Client

-- Complete client requirements, Market Research,

-- Provide recommended Vendors

 

Administration

Identify core administrative services, assess vendor performance, and manage vendor relationships to provide appropriate program administration.

 

Self-Funding Arrangements

Advise and counsel regarding program funding alternatives, including review fee proposals, and recommend budget rates and employee contribution rates

 

Compliance

-- In-house Attorney

-- ERISA reporting and disclosure, including wrap plan documents and summary plan descriptions, eligibility and other plan administration issues

-- IRS tax issues, including cafeteria plan and fringe benefit requirements

-- Full-service nondiscrimination testing

-- COBRA

-- Mergers and acquisitions

-- HIPAA privacy and data security

-- Wellness programs

-- State and local laws and ordinances

-- Complex ACA consulting

-- ACA reporting

 

Risk Management Services

-- In-house Actuarial & Underwriting Staff

-- Seasoned actuarial and underwriting staff with carrier and consulting experience, focused on mid-market to national accounts

-- Predictive modeling through the Burnham Analytics platform – assess client risk profile, identify risk factors and develop action plans to improve future results

-- Leverage analytical tools and technology to proactively manage healthcare claims cost and risk

-- Manage client claim reporting to evaluate trends and patterns

-- Comprehensive benchmarking to assess plan performance and benefit metrics and compare those to similar organizations

 

Communications

-- In-house communications team

-- Foundation Communications—Fortune 500 quality aesthetics & production

-- Online Communications—Virtual communication strategies/ implementation

-- Other Communications

 

Wellness

-- In-house Wellness Consultant

-- Population identification (analysis of claims, chronic condition reporting, aggregate screening data, self-reported data, prescription drug reporting, etc.)

-- Market analysis and procurement of 3rd party vendors

-- Program planning, incentive development

-- Strategic program management (three to five-year planning)

-- Wellness Compliance review

-- Implementation of vendors

-- Integration of programs

-- ROI analysis

-- Committee development

-- Communications

-- Coordination of screening and onsite events

 

Value Added Services

-- Benefits Hotline / Call Center, Multilingual Staff

-- Eligibility, claim, billing and access to care resolution

-- COBRA administration

-- HR Consulting, Hotline and Unlimited Online Training


Other Available Services

-- Actuarial Services

-- Wellness total health & productivity needs assessment, planning & execution

-- Dependent audit analysis

-- Voluntary benefits program

Burnham Benefits Insurance Services Affiliations

Areas of Special Focus

  • Captives
  • Compliance
  • Employee Communications
  • Medical Claim Analytics
  • Onsite Clinics
  • Population Health and Wellness
  • Rx Carveouts
  • Self Funded Plans
  • Supplemental Benefits
  • Technology
  • Actuarial and Financial
  • Benefit Communications
  • Open Enrollment Support

Areas Served by Burnham Benefits Insurance Services

  • California

Burnham Benefits Insurance Services Certifications

  •  National Women's Business Enterprise Certification

Team at Burnham Benefits Insurance Services

Kristen Allison

President and CEO

Nathan Ackeret

Vice President and Managing Director

Rachel Aleknavicius

Vice President

Scott Aston

Senior Vice President and Partner

Bryan Bate

Vice President, Client Services

Ann Marie Estrada

Vice President

Dan Exceen

Executive VP, Public Sector Lead, and Partner

Debra Farmer

Vice President

Mary Garcia

Vice President

Cathy Gee

Vice President

Nooshin George

Senior Vice President and Partner

Tina Koenig

Vice President

Chris Krusiewicz

Vice President

Michael Michalski

Regional President

Doug Ramsthel

Senior Vice President and Partner

Catherine Seitz

Vice President

Melanie Thomas

Senior Vice President and Partner

Raymond Tunnell

Senior Vice President

Helen Vits

Vice President

Awards and Recognition

  • 2018 Orange County Business Journal "Best Places to Work in OC"

    Orange County Business Journal "Best Places to Work in OC"

    January - 2018

  • 2012 Orange County Business Journal "Best Places to Work in OC"

    Orange County Business Journal "Best Places to Work in OC"

    January - 2012

  • 2013 Orange County Business Journal "Best Places to Work in OC"

    Orange County Business Journal "Best Places to Work in OC"

    January - 2013

  • 2013 Business Insurance Magazine "Best Places to Work in Insurance"

    Business Insurance Magazine "Best Places to Work in Insurance"

    January - 2013

  • 2014 Orange County Business Journal "Best Places to Work in OC"

    Orange County Business Journal "Best Places to Work in OC"

    January - 2014

  • 2014 Business Insurance Magazine "Best Places to Work in Insurance"

    Business Insurance Magazine "Best Places to Work in Insurance"

    February - 2014

  • 2015 Orange County Business Journal "Best Places to Work in OC"

    Orange County Business Journal "Best Places to Work in OC"

    January - 2015

  • 2015 Business Insurance Magazine "Best Places to Work in Insurance"

    Business Insurance Magazine "Best Places to Work in Insurance"

    March - 2015

  • 2016 Orange County Business Journal "Best Places to Work in OC"

    Orange County Business Journal "Best Places to Work in OC"

    January - 2016

  • 2016 Business Insurance Magazine "Best Places to Work in Insurance"

    Business Insurance Magazine "Best Places to Work in Insurance"

    April - 2016

  • 2017 Orange County Business Journal "Best Places to Work in OC"

    Orange County Business Journal "Best Places to Work in OC"

    January - 2017

  • 2017 Business Insurance Magazine "Best Places to Work in Insurance"

    Business Insurance Magazine "Best Places to Work in Insurance"

    May - 2017

  • 2017 North Bay Business Journal "100 Best Places to work in the North Bay"

    North Bay Business Journal "100 Best Places to work in the North Bay"

    January - 2017

Licensed In

California: 0D86695

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About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.

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