OCEBC is thankful for the support of our industry partners. Their generosity and collaboration are critical to empowering employee benefits professionals and fulfilling our mission. Our partners share our commitment to education, connections, and advancing the employee benefits industry in Orange County and beyond. Together, we can provide more robust offerings that engage our members and community.
On behalf of the OCEBC community, we express our sincerest gratitude to these industry leaders. We look forward to continued teamwork to empower careers, cultivate innovation, and shape the future of employee benefits.
At Blue Shield of California, we strive to bring our values – being human, honest, and courageous – to life through action. These values fuel our mission to rebuild a health care system that’s more accessible, affordable, and high-quality. Because that’s what we all deserve from our health plan.
We are continually innovating to transform our healthcare system so all Californians can access personalized, high touch, holistic care to live their best lives. This includes investing in next-generation care, which means addressing social determinants of health, ensuring health equity, and promoting better outcomes through value-based payment models.
Operating as a mission-driven, tax-paying nonprofit with a 2% profit cap empowers us to act differently – we do what’s best for our members, not shareholders. Over the last three years, Blue Shield has invested over $120 million in California communities through the Blue Shield Foundation.
We’re one of the nation’s largest health plans, serving 12.2 million members with 39 hospitals and 682 medical offices. Kaiser Permanente was founded to keep people healthy. We pioneered the idea that it’s more cost effective to prevent illnesses than to treat them. Today, we proudly continue that commitment to providing affordable, high-quality health care.
Our unwavering mission is to provide high-quality, affordable health care services and improve the health of our members and the communities we serve.
To move businesses forward, employees need to be at their best. You can keep them healthy and engaged by partnering with a health provider dedicated to delivering efficient, high-quality care. Our integrated model of care offers innovative telehealth tools and a variety of flexible and competitive plans. All of this works together to provide better outcomes for employees and better value for businesses.
With a full suite of plans and funding options, we can help you create a health care solution that aligns with your overall benefits strategy. When you choose Kaiser Permanente as your health care partner, members will get the tools they need to be healthier and more engaged every day.
To contact us, visit kp.org
Hello Heart is the digital leader in preventive heart health. We provide members with a connected device and AI-driven digital coaching app. Through human-centric design, members receive actionable insights around healthy eating, activity, and can track key heart metrics like blood pressure and cholesterol unique to each person and consistent with clinical guidelines. By building a habit of monitoring heart health, members create sustained lifestyle changes. Validated in peer-reviewed studies, Hello Heart members achieve significant reductions in blood pressure over a sustained period. Founded in 2013, Hello Heart is a member of the American Heart Association’s Innovators’ Network and trusted by leading Fortune 1000 employers, national health plans and pharmacy benefit managers. Visit www.helloheart.com for more information.
Aetna, a CVS Health business, serves an estimated 37 million people with information and resources to help them make better informed decisions about their health care. Aetna offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, and medical management capabilities, Medicaid health care management services, workers' compensation administrative services and health information technology products and services. Aetna's customers include employer groups, individuals, college students, part-time and hourly workers, health plans, health care professionals, governmental units, government-sponsored plans, labor groups and expatriates. For more information about Aetna, please visit Aetna.com.
At Anthem Blue Cross we understand our health connects us to each other. What we all do impacts those around us. So Anthem is dedicated to delivering better care to our members, providing greater value to our customers and helping improve the health of our communities.
Anthem Blue Cross offers Medicare plans, Medicaid, individual and family plans, and group insurance plans in California. Our group plans include a variety of group medical, pharmacy, dental, vision, life and disability plans, and are flexible enough to fit any size business.
In California Anthem Blue Cross is the trade name of Blue Cross of California. Anthem Blue Cross and Anthem Blue Cross Life and Health Insurance Company are independent licensees of the Blue Cross Association.
VERIS by Benecon is the nation's only independent consortium model for companies to simply and safely self-fund their health plan. With a legacy of long-term stability, VERIS mitigates risk, lowers costs and improves outcomes. The program is structurally designed for employer protection: no upfront capital, no pooling and no new lasers at renewal. To combat market volatility, VERIS delivers guaranteed renewals, rate caps and 100% surplus return. To learn more about Benecon, please visit Benecon.com.
Personify Health is on a mission to make health simple, personal, and engaging. We created the industry’s first and only personalized health platform, seamlessly fusing modern third-party administration (TPA), compassionate navigation and advocacy, and holistic wellbeing into one dynamic, connected experience. Our platform addresses the full health continuum, harnessing cutting-edge AI and compassionate human expertise to provide a comprehensive set of solutions, ecosystem partnerships, and integrated services that deliver real, independently validated clinical outcomes and cost savings. With a personalized, engaging, and powerfully simple experience, Personify is redefining how businesses and people experience health. For more information about Personify Health, please visit www.personifyhealth.com.
The Cigna Group is a global health company committed to a better future built on the vitality of every individual and every community. We relentlessly challenge ourselves to partner and innovate solutions for better health. Cigna Healthcare SM is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their vitality.
“We are guided by our mission–to improve the health and vitality of those we serve. To deliver on this, we know we must continually strengthen and evolve our capabilities and it’s why we put innovation at the heart of everything we do at The Cigna Group. Across Evernorth Health Services and Cigna Healthcare, we are driving new solutions, improving patient outcomes, and delivering for those we serve.” David Cordani, Chairman and CEO
ARAG Legal is everywhere – from the everyday to the once in a lifetime. With ARAG®, employees can save time, stress, and money on legal issues with network attorney fees that are 100 percent paid in full for most covered matters.
Voluntary benefits have been shown to improve employee retention and make companies more competitive, so why not offer your employees the most comprehensive legal insurance on the market? Plus, we make your job easier by offering straightforward implementation, administration, and enrollment along with ongoing employee communication and education.
HealthEquity is a leading administrator of Health Savings Accounts (HSAs) and other consumer-directed benefits. In partnership with benefit advisors, health plans, and retirement providers, we advance our mission, empowering employers to connect health and wealth and positively impact their people’s lives. Along with HSAs, our Total Solution delivers a powerful lineup of integrated benefits, including FSA, HRA, Commuter, COBRA and more. By bringing together intuitive technology and remarkable service, we enable more than 14 million members to achieve health and long-term financial wellbeing.
Providence is a national, not-for-profit Catholic health system comprising a diverse family of organizations and driven by a belief that health is a human right. We offer industry-leading services, including an integrated health delivery system of 51 acute hospitals, over 1,100 physician clinics, senior services, supportive housing, and many other health and educational services. Providence employs more than 120,000 caregivers serving communities across seven states – Alaska, California, Montana, New Mexico, Oregon, Texas, and Washington, with system offices in Renton, Wash., and Irvine, Calif. Learn about our vision of health for a better world at Providence.org.
UnitedHealthcare is dedicated to helping people live healthier lives and making the health system work better for everyone by simplifying the health care experience, meeting consumer health and wellness needs, and sustaining trusted relationships with care providers. In the United States, UnitedHealthcare offers the full spectrum of health benefit programs for individuals, employers, and Medicare and Medicaid beneficiaries, and contracts directly with more than 1.6 million physicians and care professionals, and 8,000 hospitals and other care facilities nationwide. UnitedHealthcare is one of the businesses of UnitedHealth Group (NYSE: UNH), a diversified health care company. For more information, visit UnitedHealthcare at www.uhc.com.
Since 1996, NueSynergy has provided clients with full-service administration of consumer-driven and traditional account-based plans, as well as billing solutions and COBRAcare+ administration.
We have built a reputation throughout the U.S. with large and small businesses for our technology- based solutions and knowledgeable, personalized service. Our expanded company infrastructure gives us the ability to provide exceptional communication and operational efficiencies, ensuring clients receive faster, seamless service.
NueSynergy offers a fully integrated suite of administration services, managed by subject matter experts with an average of 10+ years direct industry experience. Our administrative services include:
• SpouseSaver Incentive Accounts
• COBRAcare+ Administration
• Flexible Spending Accounts
• Health Savings Accounts
• Health Reimbursement Arrangements
• Lifestyle Spending Accounts
• Combined Billing
• Direct Billing
• Specialty Solutions
NueSynergy has the in-house expertise and integrated technology to help maximize operational efficiencies and control rising health care costs. Our commitment to outstanding client service ensures members have the tools and resources to manage the financial aspect of their health care. With more than four million benefit accounts administered on our platform, our investment in industry-leading technology ensures that our clients will always have secure and convenient access to their benefit accounts.
Based in Orange, California, the Word & Brown General Agency celebrates a 40-year legacy dedicated to empowering brokers to meet the diverse insurance and employee benefits needs of businesses, both large and small. Known for our innovative spirit, we provide cutting-edge sales tools, superior quoting services, personalized sales support, and unwavering dedication to helping brokers grow their business. Our mantra, "Service of Unequalled Excellence," reflects our commitment to redefining excellence in the insurance and employee benefits marketplace.
EpiphanyRx is a best-in-class fully bundled in-house solution for employers under 3,000 lives.
Founded in 2016 when a team of former pharmacy benefit management (PBM) executives developed a new solution to reduce rising prescription costs, our business model eliminates conflicts of interest like spread pricing and rebate retention, and instead focuses on providing full transparency and lowest net cost solutions for employers. As a Navitus company, EpiphanyRx now offers over twenty years of experience serving the industry with a 100% pass-through model.
EpiphanyRx is a true PBM partner, managing every dollar as if it were our own.
One Medical is a membership-based primary care practice, delivering comprehensive care to enterprise customers since 2013, and on a mission to make getting quality care more affordable, accessible, and enjoyable for all through a blend of human-centered design, technology, and an exceptional team.We work with more than 8,000 companies to provide One Medical health benefits to their employees through our national shared nearsite offices, dedicated employer onsite health centers, and integrated virtual primary care with behavioral health coaching and therapy.
Newfront is a modern brokerage transforming the risk management, business insurance, total rewards, and retirement services space through the combination of elite expertise and cutting-edge technology. Specializing in more than 20 industries and headquartered in San Francisco, Newfront has offices nationwide and is home to more than 800 employees serving organizations across the United State and globally. For more information, visit newfront.com.
Alliant Insurance Services provides insurance and consulting services engineered to mitigate risk, improve performance, and promote long-term growth. With offices across the U.S., Alliant’s diverse service profile encompasses property and casualty insurance, employee benefits, underwriting, surety, and financial products and services driven by industry experts who understand the unique market dynamics our clients face.
At Alliant Employee Benefits, our passion is delivering an exceptional experience for employers, employees, and their families. We deliver specialized expertise with a personalized approach and find creative solutions that meet your unique needs, helping your organization stay agile and resilient. For more information on Alliant, please visit Alliant.com.
Segal's consulting business brings insightful and innovative HR and employee benefit solutions to employers of all sizes. With 80+ years of employee benefit consulting experience, we provide full-service HR, benefits and actuarial consulting to nonprofits, associations, hospitals and healthcare systems, higher education institutions, religious and fraternal organizations, public and private corporations, professional services firms, sports leagues and manufacturing companies. From the beginning, we have been at the forefront of emerging market trends providing new and innovative management perspectives on the impact and importance of human capital in business. We are dedicated to helping companies improve the return on human capital through talent strategies, effective organization practices, change management, rewards and compensation design, work/life programs and other solutions that help enhance employee performance.
Today’s organizations face a number of strategic people, benefits, and HR issues. We can assist you with:
*Including discretionary investment management, through Segal Marco Advisors, a SEC-registered investment advisor.
For more than 90 years, SullivanCurtisMonroe Insurance Services has enjoyed a top position in the marketplace as Southern California’s leading regional insurance brokerage firm for middle-market businesses. SCM offers best-in-class service delivered by experienced and creative insurance experts. SCM is a co-founding member of RiskProNet International, a network of top, privately held insurance brokerage firms throughout the U.S. and in more than 100 countries worldwide.
Recognized as a Best Places to Work by Business Insurance (2021-24) and Orange County Business Journal (2024), SCM has been on Business Insurance’s 100 Largest Brokers of U.S. Business, and Insurance Journal’s Top 100 Privately Held Property/Casualty Agencies since 2014. Based in California, the firm has offices in Orange County, Los Angeles County and the Inland Empire.
Welcome to Piper Jordan, where we champion a people-first philosophy in managing complex employee benefits programs. For nearly two decades, we’ve been at the forefront of marrying cutting-edge data insights with the human touch. Our strategists and analysts partner with global employers to forge pathways toward smarter health insurance decisions, and our innovative solutions are designed to elevate employee health, engagement, and productivity, all while keeping an eye on cost-effectiveness.
Our passion is evident in our commitment to transcending the traditional boundaries of benefits models, fostering impactful outcomes that serve both our clients and their employees. We’re not just in the business of insurance; we’re in the business of enhancing lives through an integrated suite of services that includes cost management, health analytics, wellness, compliance, HR communications, and personalized advocacy.
At Piper Jordan, your people are our priority. We delve deep into the intricacies of regulations, technologies, and care options to deliver world-class benefits. Our approach is holistic, our mission is clear: to provide benefits strategies that not only protect your bottom line but also showcase the value you place on your workforce.
We invite you to join us in reshaping the future of organizational health strategy. With Piper Jordan, you’re not just adopting a benefits program; you’re embracing a partner dedicated to the well-being and prosperity of your people. Let’s craft a brighter, healthier future together.
At Union First, we specialize in Benefits Consulting and Third-Party Administration exclusively for public safety labor associations. With over two decades of serving first responders, we have the insight and experience to build and service benefit plans that are customized for each client. We provide a comprehensive array of services including: Benefits Consulting & Brokerage Services; Claims Advocacy; Collective Bargaining Support; Formation of New Benefit Trusts; and Benefit Trust Administration. True to our name, we prioritize putting the union and its members first and are ready to serve our community’s heroes. For more information, visit www.unionfirstsolutions.com or reach out to us at 949-570-1162.