What Kind of Companies Use a PEO? Companies Like Yours.

This company does industrial equipment tear downs and refurbishments. They operated in FL, GA, AL and VA. They have only had one WC claim in 25 years. They want health insurance via Blue Cross.

Molds, steel ingot, industrial, manufacturing
Florida - 15 employees

This company is a collections agency based in WA state that is currently engaged with a Professional Employer Organization but is looking to make a change. They are looking for a new Professional Employer Organization in an effort to lower their current BCBS large group plan through their current Professional Employer Organization. They are also in need of a Professional Employer Organization that can let them add additional PTO days to EE balances based on periodic contests. Their renewal is May 31. Due to their desire to not let their current Professional Employer Organization know that they are shopping, I've had them complete a W/C Claims Affidavit until a decision has been made and then must provide actual LR reports. Please make sure to review their list of requirements in this RFP

Fiduciary agencies (except real estate)
Washington - 14 employees

This company operates a wrecker service in central Florida. They have no WC claims history. They haul vehicles on a flat bed trailer or a wheel lift.

Wrecker services (i.e., towing services), motor vehicle
Florida - 5 employees

This company is a medical device company that is only in their research phase at this point. Their primary objective is to lower the cost of their health care coverage. They only have 5 EEs participating in the health coverage but they do expect to add additional EEs soon that will help to boost participation. They currently utilize BCBS and their renewal is April 30th. LRs, a census, BCBS renewal and BCBS invoice are all attached to this RFP. Please initiate contact via email and ask to schedule your intro phone call.

Laboratory equipment, dental and medical, merchant wholesalers
Arkansas - 9 employees

Law firms
Florida - 9 employees

This company is a real estate company employing agents as W2

Listing services, real estate
Florida - 25 employees

This company runs a business headquartered in Colorado and they currently are using Anthem for heath insurance and would like to stay with a Professional Employer Organization who can offer Anthem.

Administrative management services
Colorado - 21 employees

This company operates 6 ACLFs specializing in memory care while the owner tries to manage them from CA. They are now looking for a way to help them offset some of this admin load while also improving some of their processes. One main issue they have is with EEs not properly clocking in and out, and they feel that the EEs are taking advantage and padding their actual time. They are looking for a new clock solution to help. Phone clocking with geofencing may help. They are also looking for ways to reduce turnover and they want a service provider to help with recruiting. They currently use Gusto for payroll and When I Work for clocking function. Here are some notes from the contact. " We are seeking a Professional Employer Organization partner to assist with recruiting qualified and compassionate caregivers, streamlining payroll processes, and ensuring compliance with New Mexico labor laws. Specifically, we need support in accessing specialized talent pools, managing onboarding, and maintaining compliance with state-mandated leave policies. Additionally, accurate tracking of caregiver hours, overtime, holiday pay, and other payroll complexities is critical to our operations, as is providing benefits administration and retention programs to attract and retain skilled staff. By partnering with a Professional Employer Organization, we aim to simplify administrative tasks and improve operational efficiency, allowing us to focus on delivering high-quality care to our residents. Our priorities include seamless time-tracking integration, robust compliance reporting, and enhanced caregiver engagement through training, benefits, and mental health support. A Professional Employer Organization’s expertise in these areas will be invaluable in helping us meet our staffing and operational needs while maintaining compliance and ensuring employee satisfaction." LRs are attached to this RFP

Assisted-living facilities without on-site nursing care facilities
New Mexico - 24 employees

This operation is a facility that uses high tech tracking systems to evaluate and consult on the development of races horses. They also own and stable their own horses. They are also a media group producing content on horse development and following the fractional ownership of their stable of race horses. The owner has been involved in race horse development for many years and recently started this new operation using only 1099 EEs. He is now at the place that he wants to make everything legit and provide a good benefits package. If your Professional Employer Organization can cover the W/C great, but if not, can you carve it out to a standard market policy? Or can you separate out the high risk horse handlers into an ASO and the others into a Professional Employer Organization. The owner had mentioned that the horse handler EEs would not be taking health care coverage. He has listed 7 EEs on the census but said that more may convert to W2 if the health care coverage makes it worth it. There is no W/C currently in place so now LRs.

Media streaming services
Delaware - 10 employees

This company does HR advisory services for companies across the USA and has employees working in AZ, CT, FL, NC, NJ, NV, PA, TN, TX, VA, WI . They are with Insperity now but want to make a change and want access fo group health with BC/BS and or Highmark.

Investment advice consulting services, customized, fees paid by client
Pennsylvania - 55 employees

This company is an online provider of prescriptions for ED, hair loss, weight loss and hormone replacement. All EEs work out of their homes around the country. The company is based in MI but the contact is in UT. The contact is very familiar with Professional Employer Organizations. Their primary issue is finding a service provider that can keep them compliant with state taxes and other compliance issues. They have utilized Professional Employer Organizations and ASOs but continue to have issues with these providers. Their other issue that just came up is that their current W/C carrier is no longer covering work from home EEs, so they now need to replace their W/C coverage by mid April. They would be interested in getting new health care coverage quotes, but that is not the priority. The contact also mentioned that he has internal HR under control. A census and current health care benefit docs are attached. I am still working on a W/C LR report. Please send an intro email as soon as you are able and request time to schedule your initial call. But please call and talk to me before that initial call to discuss in more detail.

Hospital and medical service plans, direct, without providing health care services
Michigan - 12 employees

This company runs a roofing company in northern California. They have only had 2 claims in 30 years. They are interested in Health insurance coverage via Blue Cross.

Roofing contractors
California - 5 employees

This company is a financial services firm in Ohio that wants access to Group Major Medical through Blue Cross. They also want access to short term and long term disability insurance and vision and dental coverage.

Certified financial planners, customized, fees paid by client
Ohio - 3 employees

This company does sealant and industrial coatings on the Houston area. They have no claims history.

Aluminum coating of metal products for the trade
Texas - 4 employees

This company is a roofing company in Florida with no history of work comp claims. They are with a Professional Employer Organization now but are looking to make a change.

Roofing contractors
Florida - 5 employees

This company is a sheet metal fabricator owned and ran by 4 family members as a partnership. They have recently hired a business consultant to help them get setup with procedures that will allow them to grow and that consultant is interested in brining in a Professional Employer Organization to help them. As of now, the only EEs are the 4 owners but they do have one new EE starting in January and they are looking to add another soon. They have never had W/Comp so no LRs are available. They are interested in health care coverage so a census is attached to this RFP. The contact listed on this RFP is the client's business consultant

Sheet, aluminum, made by flat rolling purchased aluminum
New York - 5 employees

This company operates a boat repair yard in Maine. Most of their work is done on land so there is not much USL&H exposure. The contact on this account manages a private equity group that just purchased this company. No WC loss runs are available yet so once that is provided we will attach that to the RFP.

Boat, pleasure, repair and maintenance services without retailing new boats
Maine - 17 employees

This company is a painting contractor that does commercial and residential work on the east coast of Florida. They have no history of WC claims.

Painting and wallpapering
Florida - 30 employees

This company is a startup design build company. They describe themselves as more of an engineering design company that does perform some of the construction work. They haven't had any W/C coverage so now LRs were obtained. They are interested in benefits, including group med, so a census template has been sent and they are working on it's completion. The contact on this RFP is one of the owners. Please initiate contact via email and ask for time to schedule your initial phone conversation.

Construction management, commercial and institutional building
Florida - 8 employees

This company is a smaller start up that does software development. They have most employees in Florida and one in North Carolina. They are seeking access to group health insurance either with Aetna United or BC/BS. The owner is quite an accomplished technology leader.

Applications software programming services, custom computer
Florida - 3 employees

This entity is a small Home Owners Association and they do property management and cleaning for an HOA in southern California.

Homeowners' associations
California - 4 employees

This is a start up transport company that does trucking in North Dakota, South Dakota and Minnesota.

Transfer (trucking) services, general freight, local
North Dakota - 5 employees

This client does litigation financing. Their main office is in Deerfield Beach, Florida and they have 25-30 ees. Some are also in TX and NC. They are with a Professional Employer Organization now and want to make a change. They have BCBS and prefer a Professional Employer Organization who can offer a master BCBS plan. You will be notified when a Health Census is available.

Legal aid services
New York - 30 employees

This company is a start up medical practice and they want access to Group Health and LTD and STD insurance.

Family physicians' offices (e.g., centers, clinics)
Florida - 5 employees

This company is opening a women's boutique in the Topeka Kansas area. They are a franchisee of a large national company. The owner has an extensive background as a financial planner. They primarily are interested in work comp, HR and payroll services.

Gift shops
Kansas - 5 employees

This company is a small start up construction company that is owned by a real estate broker who manages some rental properties and is also doing some home renovations to get houses in the real estate market. The primarily need work comp coverage and payroll services.

House painting
Oregon - 3 employees

This company is starting a franchise operation that will have 20 FT and 40 PT employees. FT ees work 32 hours per week she said they want Health insurance for the FT staff and BCBS is preferred. She also said they have WC coverage now through the franchisor. They have cooks bartenders and servers.

Full service restaurants
South Dakota - 80 employees

Company tells us they will be opening in a few months. They have a number of similar restaurants in the NY area. We do not have hard figures for employees and wages at this time. Give our affiliated broker Ken Roberts a call before you contact the company for more information.The original phone number for this client was incorrect but it is accurate now.

Full service restaurants
Florida - 30 employees

This company is a subsidiary company of an international company that helps other companies get goods moved to Amazon. our company in US provides marketing and sales service for parent company, which is based in HongKong. They are still in a hiring mode so we do not have a health census yet.

Marketing consulting services
Florida - 10 employees

This company has been in biz for 2 years and has utilized Professional Employer Organizations in his past. This company does long and short term staffing and placement for nursing homes. He's obtaining new contracts out west and estimates to only have 2 EEs at startup but expects to ramp significantly over the next 12 to 24 months. A LR reports is attached to this RFP.

Temporary staffing services
Florida - 2 employees