9191 Folsom Blvd. Suite 1 Sacramento, CA 95826 Tel. 916.366.6100 Fax
916.366.5619 CA Lic#0D25361
Health Benefit News
• Mandated Offering of Orthotic & Prosthetic Devices
The California Assembly bill 2012 ammended section 1367.18 of the Health and Safety Code and Section 10123.7 of the Insurance Code to mandate an offering of orthotic and prosthetic devices to all group plans. The assembly bill deletes the requirement that coverage be provided only under terms and conditions that may be agreed upon between the policyholder and insurer or subscriber and plan. As a result, The Department of Managed Health Care (DMHC), the state agency that regulates Health Maintenance Organizations (aka HMOs) in California, required plans to remove any benefit maximums on orthotic and prosthetic offering.
• DOL Mandates Electronic Filing for Form 5500 in 2008
Beginning on or after January 1, 2008, the DOL has made e-filing mandatory for the Form 5500 and Short Form 5500. In addition, the DOL has proposed eliminating Schedules E (ESOP Information) and SSA (Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits) in anticipation of the e-filing mandate.
Dale Waters
President
Dale Waters founded Benefit Insurance Services in 1979,
which has successfully become one of the largest health
insurance brokers in Northern California.
Dale currently sits on the Broker Advisory Boards of HealthNet, Kaiser Permanente, PacifiCare, Blue Shield of California Western Health Advantage and United Health Care.
Because of his extensive business experience, Dale is regularly quoted in the Sacramento Bee, Business Journal and has been featured in the The Wall Street Journal.
Dale currently sits on the Broker Advisory Boards of HealthNet, Kaiser Permanente, PacifiCare, Blue Shield of California Western Health Advantage and United Health Care.
Because of his extensive business experience, Dale is regularly quoted in the Sacramento Bee, Business Journal and has been featured in the The Wall Street Journal.
Reneé Reynolds
Vice President
Reneé Reynolds joined Benefit
Insurance Services in 1984 after a 15 year career with Blue Cross
as their first female marketing representative. She specializes
in the small group market.
With over 26 years of industry experience and dedication, together with her superior customer service skills, she is consistently entrusted with referrals from existing clients.
With over 26 years of industry experience and dedication, together with her superior customer service skills, she is consistently entrusted with referrals from existing clients.
Connie Albright
Benefit Advisor
Connie Albright joined the BIS team in 2004,
adding to the company her more than 25 years of experience in the benefits
industry.
Connie specializes in self-funded benefit packages, particularly for large groups. Her ability to help employers navigate the complex arena of self-funding is unparalleled.
Connie specializes in self-funded benefit packages, particularly for large groups. Her ability to help employers navigate the complex arena of self-funding is unparalleled.
Vinny Catalano
Benefit Advisor
Vinny Catalano holds an MBA from
UC Davis and 20 years of experience in high-technology sales and
marketing. He brings tremendous business expertise to the BIS
team.
Vinny is committed to building mutually productive relationships with clients. He specializes in delivering high-quality, creative benefit plans to fit each client's unique business environment.
Vinny is committed to building mutually productive relationships with clients. He specializes in delivering high-quality, creative benefit plans to fit each client's unique business environment.
Simon Hill
Managing Director
Simon Hill joined BIS in 1998 and
is responsible for the day to day running of the company's
systems as well as strategic marketing and planning.
His extensive computer knowledge means he is also tasked with implementing new technologies, for both BIS and its clients, to further automate the workflow process and reduce costs.
His extensive computer knowledge means he is also tasked with implementing new technologies, for both BIS and its clients, to further automate the workflow process and reduce costs.
Corrine Pyle
Benefit Advisor
Corrine Pyle joined BIS in 2006 and brought
with her extensive knowledge of Third Party Administrator operations and
the implementation of reimbursement programs.
She heads up the BIS Individual & Small Business Team.
She heads up the BIS Individual & Small Business Team.
Sharon Brough
Client Advocate
Sharon Brough has been with BIS since
its inception in 1979 and is responsible for the clients of
company President Dale Waters.
Her vast experience with the day-to-day needs of employer groups make her invaluable to Dales' customers, as well as BIS.
Her vast experience with the day-to-day needs of employer groups make her invaluable to Dales' customers, as well as BIS.
Sherida McMann
Client Advocate
Sherida McMann joined
BIS in 1999 and is the assistant to Connie
Albright. She has over ten years experience in the industry
and holds a CEBS certificate.
Sherida also holds the title of "Fittest BIS Employee," having completed several marathons.
Sherida also holds the title of "Fittest BIS Employee," having completed several marathons.
Kelly Furtado
Client Advocate
Kelly Furtado puts her extensive
healthcare experience to good use every day as she assists
Reneé Reynolds' clients and is an invaluable resource to them.
Tracie Haidle
Client Advocate
Tracie Haidle is the newest addition to our operations
team, working mainly with Vinny Catalano's groups and brings a wealth of HR experience to the position.
Craig Dolan
Proposal Specialist
Craig Dolan has been with the BIS team
since 2004 and is the primary source for the preparation of the
comprehensive proposals that BIS delivers to its clients.
Megan McDowell
Implementation
Specialist
Megan McDowell joined BIS in 2007 and acts as
the link between the Proposal Team and the Client Advocate Team.
She also assists our Benefit Advisors in conducting employee enrollment meetings.
She also assists our Benefit Advisors in conducting employee enrollment meetings.
Jonatha Semoni
Controller
Jonatha Semoni has been with Benefit Insurance
since 1991.
As well as the internal functions of BIS, Jonatha is responsible for the powerful computer accounting program in place at BIS to track the large number of financial transactions between employer groups, carriers and outside agents.
As well as the internal functions of BIS, Jonatha is responsible for the powerful computer accounting program in place at BIS to track the large number of financial transactions between employer groups, carriers and outside agents.
Debra Costello
Accounting Specialist
Debra Costello joined our team in 2005. Debbie
wears many hats here at BIS but her primary duties are to manage
commissions and carrier relationships and to assist in the generation of
proposals.
Jon Pyle
General Assistant
Jon Pyle not only produces many of the proposals
for non-medical products and the value-added material we supply to our clients,
but also is a vital part of our video production team.
Nathan Smith
IT Consultant
Nathan Smith has been an important
part of the BIS team since 2003, contributing to many facets of
the company's IT landscape.
He assists in the development of BIS's client management system, designs and maintains its website and performs various systems administration tasks.
He assists in the development of BIS's client management system, designs and maintains its website and performs various systems administration tasks.
