Reporting

Preparation of Form 5500 reports and assistance in the integration of the quality reporting requirements for the Patient Protection and Affordable Care Act of 2010 and other regulatory requirements. Reporting and compliance services include:

  • Form 5500 electronic filing
  • Filing of Material Modifications
  • Quality Measure reporting for Wellness Initiatives
  • Creation of integrated Summary Plan Descriptions
  • Compliance with Transparency Reporting Regulations

    Plan Audits

    Expertise in analyzing both traditionally funded insurance plans and self funded or ERISA exempted plans gives clients an edge for contract negotiations including:

    • Retention or Administrative charges
    • Re-insurance charges/provisions
    • Broker or Consultant fees and commissions
    • Performance contracts

    Contract Negotiations

    Substantial experience in the employee benefits industry including contract negotiations with insurers and managing health and welfare plans for self-funded plans. Winter is a Chartered Financial Consultant and Chartered Life Underwriter, both are designations granted by national exams through the American College. She also holds the Master of Science in Management degree from the same school. In addition to her expertise in insurance, she is also facile at negotiations with vendors. Her attention to detail, resourcefulness, and knowledge in negotiations assure success for her clients.

    Services to Support Health & Welfare Plans

    Roberta Winter has two decades of experience in the United States private insurance system and services in this area include:

    Contract Negotiations

    Assistance in contract negotiations for private employer or government agencies for any aspect of health & welfare planning.

    Plan Audits

    Expertise in both traditionally funded insurance plans and self-funded or ERISA exempted plans gives you the edge in understanding the value provided by your service providers and contractors.

    Reporting

    • Preparation of Form 5500 reports and assistance in the integration of the quality reporting requirements for the Patient Protection and Affordable Care Act of 2010 and other regulatory requirements. Reporting and compliance services include:
    • Form 5500 electronic filing
    • Filing of Material Modifications
    • Quality Measure reporting for Wellness Initiatives
    • Creation of integrated Summary Plan Descriptions
    • Compliance with Transparency Reporting Regulations

    Benefit Plan Compliance