Wrap Plan Documents

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Wrap plan documents are supplemental documents providing information required by ERISA about an employer's health and welfare benefit plans.

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Vendor Banner Wrap Plan Documents Q3  2024

Q3 July 2024: Winners

Top 0 Wrap Plan Documents

List of the top 0 Wrap Plan Documents in Shortlister as of July 2024, presented in the order they appear in the full Vendor Listing tab.

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    • Global Capabilities
    • iOS Native Application
    • Android Native Application
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    • GDPR Compliant
    • SSAE 18 / SOC Audit(s) Performed
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    31 Vendors
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    Employee Benefits Corporation (EBC)

    The simplest way to comply with ERISA requirements is a wrap plan document, which “wraps” health and welfare benefits into a single plan document and Summary Plan Description (SPD). It also eliminates the need to submit more than one Form 5500. We stand ... View Full Profile

    Employees
    215
    Lives Serviced
    1,100,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    iOS Native Application
    Top Offerings
    Health Care Flexible Spending Account (FSA)
    Health Savings Account (HSA)
    COBRA Administration
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    4.1 (217 reviews)
    Full Reviews Breakdown

    isolved

    isolved is the most-trusted HCM technology leader, providing the best combination of software and services to meet the needs of today's People Heroes – HR, payroll, and benefits professionals. From talent acquisition to workforce management to talent ... View Full Profile

    Employees
    2000
    Lives Serviced
    3,500,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    Bundled Solution (HCM/HRIS/HRMS)
    Payroll
    Applicant Tracking System
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    BASIC

    As one of the first third-party administrators of Flexible Spending Accounts in the nation, BASIC is a Technology Driven HR Compliance Company focused on delivering administrative and technology solutions to assist Human Resource Departments throughout the ... View Full Profile

    Employees
    397
    Lives Serviced
    1,000,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    Health Care Flexible Spending Account (FSA)
    Health Reimbursement Arrangement (HRA)
    Health Savings Account (HSA)
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Medcom Benefit Solutions

    Celebrating pver 40 years, Medcom has been a leader in employee benefit administration, ERISA Compliance, and consulting services with exceptional service. We create tailor-made solutions of tax-advantaged benefit plans using innovative debit card technology ... View Full Profile

    Employees
    85
    Lives Serviced
    690,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    SaaS / Cloud-based
    Third-party integrations
    Top Offerings
    Benefits Administration
    COBRA Administration
    ACA Management
    Average Cost
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    5.0 (1 reviews)
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    BBP Admin

    Employer-sponsored benefit plans are required to ensure that their employees participating in a group health plan are provided with the most important facts about their benefits, rights and obligations under the plan. The federal Employee Retirement Income ... View Full Profile

    Employees
    50
    Lives Serviced
    1,025,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    COBRA Administration
    Health Savings Account (HSA)
    Health Care Flexible Spending Account (FSA)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Wintrust

    We offer plan document creation for all the products we offer... View Full Profile

    Employees
    5500
    Lives Serviced
    250,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    GDPR Compliant
    Responsive Design
    Top Offerings
    Health Savings Account (HSA)
    Lifestyle Spending Account
    Dependent Care Flexible Spending Account (FSA)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    American Benefits Group

    From our founding in 1987 as one of the nations’ s first flexible benefits administrators, American Benefits Group has evolved as one on the leading national solution providers of pre tax consumer reimbursement account based benefits (FSA, HSA, HRA, Commuter... View Full Profile

    Employees
    50
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    iOS Native Application
    Top Offerings
    Health Care Flexible Spending Account (FSA)
    Health Savings Account (HSA)
    COBRA Administration
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    BDS admin

    Our purpose is to provide optimal employee benefit solutions by focusing on the goals of our clients. Objective: Is to produce the highest level and quality of employee benefit services possible, while assisting our Employer groups in maximizing their ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
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    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    BMS

    Benefit Marketing Solutions LLC (BMS LLC) of Louisville, Kentucky, founded in 1995, is a licensed Third Party Administrator (TPA). Our services include Section 125 Cafeteria Plan Administration, Flexible Spending Accounts (FSA), Health Reimbursement ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Healthy Dollars Inc

    Healthy Dollars is a client focused organization and we strive to maintain excellent service standards. Incorporated in 2008, our team continues to grow and we have combined 25+ years of insurance experience and expertise. Amongst our staff are designated ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    10,000
    Funding
    Not Provided
    Minimum Group Size
    2 eligible
    Features
    Top Offerings
    Health Reimbursement Arrangement (HRA)
    Health Care Flexible Spending Account (FSA)
    Dependent Care Flexible Spending Account (FSA)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Marpai Health

    We are the SMART health plan company using Deep Learning, the most advanced artificial intelligence, to empower people to live better, stay strong and spend less on healthcare. Our SMART Health Plan Services System addresses the problems of healthcare past and... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    65,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Healthcare Third Party Administrator
    Clinical Navigation / Care Coordination
    Reference Based Pricing (RBP)
    Average Cost
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    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Mineral

    Mineral’s Benefits Document Creator makes it simple to create comprehensive benefits plan documents with an easy-to-use wizard that includes tool tips plus access to live help. Features include: • Wizards for Wrap, POP (Premium Only Plan), FSA (... View Full Profile

    Employees
    285
    Lives Serviced
    Not Provided
    Funding
    67M Angel Round
    Minimum Group Size
    2 eligible
    Features
    Dashboard analytics
    Responsive Design
    SaaS / Cloud-based
    Top Offerings
    Employee Handbook Services
    Learning Management
    HR Administration Hotline
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Preferred Benefit Administrators

    Preferred Benefit Administrators is a Third Party Administrator (TPA) specializing in self-funded group health plan administration. As a result of our focus on self-funding, Preferred Benefit Administrators understands the critical need to tailor our services ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Dashboard analytics
    Employee self-service
    Top Offerings
    Healthcare Third Party Administrator
    HR Compliance Services
    ACA Management
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Pro-Flex Administrators, LLC

    Pro-Flex Administrators LLC is a full-service benefits administration company that was built on one premise: to provide the highest levels of service at an affordable cost. Our state-of-the-art software provides the efficiencies required in today’s business ... View Full Profile

    Employees
    15
    Lives Serviced
    200,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    iOS Native Application
    Responsive Design
    Top Offerings
    Health Reimbursement Arrangement (HRA)
    Health Savings Account (HSA)
    COBRA Administration
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Wrangle 5500

    Wrangle proactively manages the Health & Welfare Form 5500 timeline and process, as well as preparing customized Wrap Plan Documents, SPDs, and NonDiscrimination Testing. Wrangle’s mission is to support the growing compliance needs of employers either ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    1,900,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Form 5500 Filing Service
    Wrap Plan Document Service
    Miscellaneous Products
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Advantage Administrators

    Advantage Administrators, formerly known as R.D. Drenkow & Co., Inc., was founded in 1987 by ERISA attorney Rodney D. Drenkow as an independent employee benefit consultant and administrator. Our experienced staff can help you establish a benefit plan that will... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Benefit Planning Consultants, Inc.

    Since 1979, our mission as been to provide comprehensive benefit administration solutions and unmatched customer service. We attribute our success to our passion and the high value we place on our relationships with clients and partners. Our niche is placing ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Crumdale Partners

    Crumdale Partners is a diversified insurance firm providing custom, self-funded healthcare solutions to a bespoke set of brokers, consultants, and agents nationwide. We optimize the fragmented health benefits supply chain to reduce health benefit costs and ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    Emerging Products
    Stop Loss Coverage
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    ERISAPros, LLC

    Are you an Employee Benefits Producer or Senior Account Manager with ten years of experience looking for an exciting new opporutnity? We are looking for a Director of Business Development to join our team. ERISAPros, LLC is an industry-leading professional ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Flexible Benefit Services Corporation

    Celebrating our 30th Anniversary in 2018, Flexible Benefit Service Corporation (Flex) is a leader in the health insurance and benefits administration markets. Since 1988, we have offered cost-effective healthcare solutions integrated with unparalleled ... View Full Profile

    Employees
    62
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -