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

This client is based in Louisiana and they formed an LLC are doing premium audits from their home office. Client is seeking access to Long term and short term disability and other benefits.

Auditors' (i.e., CPAs) offices, accounts
Louisiana - 1 employees

This company is a health information service company. They collect medical specimens and perform health assessments for life insurance exams, toxicology studies, DNA studies and medical laboratory tests. The information provided by these assessments are then used in life insurance medical underwriting, legal procedures, DNA studies, employment and general heath evaluations. The lab is located in Anchorage and is looking to engage a Professional Employer Organization primarily for HC coverage.

Health screening services (except by offices of health practitioners)
Alaska - 13 employees

This client is seeking payroll and work comp for 9 ees who provide private bus and other transport service throughout Florida. They specialize in all types of local and long distance charters.

Bus charter services (except scenic, sightseeing)
Florida - 9 employees

This company is a medical billing company that is based in NM, but doesn't actually have any EEs in NM. 6 EEs are based in Orange County, CA and the rest are scattered around various states and work from home. They have never really had HR admin and the want to add benefits including health care coverage. The contact is located in Orange County. I have collected a census but since they are only providing extra funds to their EEs to obtain their own coverage, no current plan is in place. I have also requested LRs and their current W/Comp dec.

Billing services
New Mexico - 14 employees

This company is a Home Based primary care Practice that provides care in our office, assisted living and private homes. They also own a hospice. They have used a Professional Employer Organization in the past but was talked into moving to an ASO and setting up a self funded health care insurance plan that has not worked out well. They are now looking to move back to a full service Professional Employer Organization but they will only consider United for their network. Do not contact this company until you and I have had a chance to discuss this company in more detail on the phone. My mobile is 941-539-0867

Family physicians' offices (e.g., centers, clinics)
Colorado - 178 employees

This company does pipe insulation and is seeking payroll and HR services. They have their own stand alone work comp policy and are interested in an opportunity to save some money on work comp costs.

Boiler and pipe insulation installation
Texas - 9 employees

This company is currently using Trinet and is not happy with the service level. They were pushed by Trinet to use EINs to separate the groups for health insurance coverage. A benefits census is available on the RFP screen. This is a really nice account. See their website for more details.

Powders, baking, manufacturing
Arizona - 64 employees

This is a small company that does Roofing & Roof repairs, painting,(Drywall Install- repair), Pressure Washing, carpentry, Gutters, Home Maintenance, Waste Junk, Bldg. Materials & Debris (Remove & Haul), Chain Link/Wood Fence Repair - Weatherstripping. No loss information is available yet.

Trim and finish carpentry contractors
Florida - 3 employees

Once the opportunity is contacted you can see relevant details in the client notes.

Travel agencies
Florida - 23 employees

This company is an electrical contractor. The main contact is the business owner, however I will provide contact information for his administrative assistant to you when you are ready. They are preparing WC loss runs and an EIN will be forthcoming.

Roofing contractors
Texas - 13 employees

This company does chicken coop construction for large companies like Tyson foods in AR, KY, OK, TN. They wants to get moving soon and of course wants a cert for their clients.

Warehouse construction (e.g., commercial, industrial, manufacturing, private)
Arkansas - 4 employees

This company is a home health services agency operating throughout New Jersey. They do not do any patient lifting and have had no work comp claims. We are awaiting their completion of a benefits census and you will be notified when that becomes available.

Home health care agencies
New Jersey - 19 employees

This company is a builder of sport fishing boats, 17' to 24' long. They currently have a parent company providing them with payroll services as well as piggybacking on their W/C policy. They are now wanting to fully separate from the parent and are looking to Professional Employer Organizations to help them. Due to them being covered on the parent's W/C policy, I'm not sure how your UW will need to see claims history. I have had the company complete a claims history affidavit and I've attached it to this RFP. They think they will eventually be interested in providing health care coverage, but not at this point. The contact and her husband are the owners. Please email your initial intro and request time to schedule your initial phone conversation. The contact has a CPA that she would like to include on all of the calls.

Motorboat, inboard or outboard, building
Florida - 9 employees

This is a fairly large company that does residential and commercial roofing in the Los Angeles CA area. They have over 40 years of experience.

Roofing contractors
California - 5 employees

This is a start up company roofing contractor who does 90% residential tear off and replacement, 5% commercial and government and 5% general contracting. Florida only. The owner has over 35 years experience in the industry. They do not do any hot tar work. They would like to get started in January 2023.

Roof truss (wood) installation
Florida - 10 employees

This company is located in Alabama and has 34 employees primarily in warehousing and distribution of building materials, no transportation or manufacturing. In addition they are opening an additional distribution center in Tuscon AZ. A benefits census is being prepared and we will provide that when it becomes available.

Plumbing supplies merchant wholesalers
Alabama - 34 employees

This account is an agency that helps secure funding for third party non-profit agencies in Maine. They are are seeking HR administration, payroll and health insurance. According to the contact the most popular health insurance plans offered in the area are BCBS, Aetna and Pilgrim Health.

Antipoverty advocacy organizations
Maine - 3 employees

This company is a sales group for it's parent's company that manufactures custom metal ceiling panels. They are actually adding some manufacturing EEs but they don't know the proper W/C codes for those employees so I added them in on this RFP as 3066. This is a description of the work they perform (We manufacture metal ceilings using two machines - one bends metal into panels and one perforates metal. The employees control the machine via software and they insert metal sheets onto the machine rollers and remove the finished product from the other side of the machine. The employees also operate a fork lift, work with saws, air compressors, laser cutters, and other common warehouse tools.) You will need to work with underwriting to properly insure the correct code for these EEs. They are currently with a Professional Employer Organization that is providing them with Signa health care coverage, but that program only offers 2 plans and they would like to have more options. They contact did not want to expose their census to me so I've directed her to provide that documentation directly to you, the Professional Employer Organization rep. I do have a copy of their W/C dec attached to this RFP but I have not yet received their LRs. I have also requested the plan coverage summaries, recent invoice and renewal notice for that Signa coverage but I have not yet received those either so make sure you request those on your initial call. Here is a list of the ancillary benefits the company currently provides. • dental (65% paid by the company) • vision (65% paid by the company) • 10k life insurance policy provided by the company • Voluntary STD • Voluntary Supplemental Term Life • MetLife Accident Insurance • MetLife Critical Illness Insurance • Tele-medicine only plans • MetLife Pre-Paid Legal Plan • MetLife Pet Insurance • MetLife Home and Auto Insurance and 401k Please initial contact by email and request time to schedule your initial phone conversation

Acoustical suspension systems, metal, manufacturing
Georgia - 11 employees

This company is a non-profit based in Tallahassee that is currently engaged with a large, national Professional Employer Organization. The underwriting documents that I have collected will be emailed to you directly. Please initiated contact by email and request time to schedule your initial phone consult.

Trade associations
Florida - 6 employees

We are a staffing and placement company for commercial truck drivers. We have a customer base that our employee drivers drive the customers trucks and deliver their products. Most of our drivers are local and are home everyday. We do not focus on over the road drivers. Some of our drivers do cross state lines. We currently operate in Texas, Arizona and Colorado. We are wanting to expand to other states.

Employee leasing services
Texas - 39 employees

We are a Native American Tribally-Owned company primarily operating in the Federal contracting market. We currently work in the construction industry, but will be expanding into IT services soon. We also have a self-performing mechanical division and also sometime self-performs carpentry and finish trades. For the trade worker employees, they have a base rate and different rates on Federal projects dictated by Davis-Bacon Wage Act wage determinations. We also work in multiple states (VA, MD, DC, WI, MN), but plan to work nationally. We have employees spread-out in the states we work and will continue to expand into more states. They currently utilize a Professional Employer Organization, and I will tell you their name in a separate email, but they are having services issues with them. Their primary issues are that they don't like their Professional Employer Organization's Time Sheet, time triacking system, they can't properly track PTO and they don't like their Payroll User Interface. The census is password protected so please request the password from me.

Addition, alteration and renovation for-sale builders, commercial and institutional building
Virginia - 14 employees

This company provides film restoration services for movie studios and media owners. They have been using Insperity, but their private equity ownership would like them to shop for better rates. Most of their EEs reside in CA but they do have a few in NY. I have collected quite a few underwriting docs and will be delivering them under a separate email. Please make sure to emphasize your CA based HR administration capabilities.

Film restoration services
California - 59 employees

Health care staffing company looking to expand into multiple new states and would like a Professional Employer Organization to support this growth

Temporary staffing services
California - 47 employees

This company is a medical practice that is currently utilizing a Professional Employer Organization but is now shopping for a new Professional Employer Organization with better health care coverage rates. All of the underwriting documents that I received were sent in a single PDF so they are attached to this RFP under the link "Additional Information". Please shoot an intro email as soon as possible to request time to schedule your initial phone consult. I will be out of the office until Tuesday, July 19, so request any additional items you may require directly from the company. If needed, you can text me at 941-539-0867

Physicians' (except mental health) offices (e.g., centers, clinics)
Texas - 9 employees

This company is actually a small town in TX that is looking into Professional Employer Organization as a way to reduce their their health care costs. They do employ law enforcement so I'm figuring they will need to maintain their own W/C coverage. They have a board meeting coming up on the 16th I believe, so she's wanting as much info as possible for that meeting. I have a good amount of underwriting docs and I will supply those to you in a separate email.

City and town managers' offices
Texas - 43 employees

This client does underground utility repair for small municipalities in Florida. According to the owner they only repair water and sewer lines - they do not perform electrical conduit repair. He has been in business over 27 years and states they have never had a WC claim.

Utility line (i.e., sewer, water), construction
Florida - 3 employees

This company is a consulting company that provides project management services to banks, insurance companies and others professional groups. All employees are working remotely in New Hampshire and Vermont mainly. Payroll, health insurance and 401K plan access are primary drivers for them. A benefits census is available however it does not yet include information on all of the dependents since those with families all have children 4 to 6 years old. They currently have an HRA plan in use to provide health benefits to their group.

Engineering consulting services
Vermont - 7 employees

This company is a health care staffing company in business for 6 years that provides staffing and VA outpatient services. Their HQ and main operations are in California and they are expanding in to Arizona, New Mexico and Florida. They are primarily interested in payroll, HR and work comp coverage and they also want to learn more know about your health insurance options as well.

Temporary staffing services
California - 15 employees

This company is two partners with significant staffing experience, that have been doing direct employee placement for the last year and is now wanting to get started in staffing. Their staffing focus will be on clerical, finance & accounting, management and skilled trades. They already have clients lined up and just needing W/C coverage to proceed. Resumes of the two principles are attached along with a their business plan and proposal and some initial placement estimates.

Temporary staffing services
California - 12 employees

This company is a company that does water and mold clean up services in South Carolina. They sometimes travel out of state to Texas, Louisiana and Florida after hurricanes or other storm related disasters. They are interested in health insurance however we do not yet have a completed group benefits census. The RFP has a copy of there current WC Dec Page attached.

Site remediation services
South Carolina - 6 employees

This company is a good sized excavation operation and they are seeking access to a health insurance plan for their employees. A benefits census for the group is available at the StaffMarket.com website. Contact us if you have any questions about this account.

Excavation contractors
New Hampshire - 29 employees

This company is a manufacturer of ammunition that is marketed and sold online. An ACORD and LRs are attached. This company if being brought in by a 3rd party broker so refer all questions and requests to him.

Small arms ammunition (i.e., 30 mm. or less, 1.18 inch or less) manufacturing
Florida - 12 employees