Financial Services Companies - 521 PEO & Employee Leasing Solutions are available at StaffMarket

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.

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.

Company buys wholesale goods, warehouses them, then sells them online or at auction. They initially wanted benefits only, but will be willing to look at the full Professional Employer Organization model. Currently their CPA does the payroll. .

This is an electrical contractor that up until 2 months ago utilized ADP TotalSource, but decided to leave due to high rates. They are now on an ADP payroll platform. However, he is working with an adviser in trying to set up a ROBS Rollover to help finance the company and the adviser is suggesting he utilize a Professional Employer Organization so that he wouldn't have to include his EEs in the 401k. He also said the his payroll is about $100,000 lower than what is shown on this RFP

This company is actually 2 companies with the primary company being a private commercial finance company that is currently utilizing a Professional Employer Organization that is providing them with group United/Oxford coverage but the Professional Employer Organization is now switching to Aetna and the company wants to find a Professional Employer Organization that can continue to provide them with United/Oxford coverage. A combined census is attached along with plan summaries and a recent Professional Employer Organization invoice. Besides group medical the pay for vision, dental, life and a 401k. The don't utilize their Professional Employer Organization to administer the 401k for the large group but they do for the smaller company. They would need to be active with the new Professional Employer Organization Sep 30th.

Company is General construction company working on commercial remodels and new residential building. They have had some workers comp issues, so they want to see how a Professional Employer Organization can help reduce their premiums. The workers comp policy renews on Aug 1st. While going through the RFP process, they also want to look at benefits. Those benefits renew on Dec 1st. The payroll is currently done by their CPA. The same CPA who is acting as your contact.

This company is a CA based company that offer telephony services. Most of their EEs are based in Newport Beach but they have 1 EE in each of IA, IL, and TX. They have recently downsized and the contact, a finance EE, is now responsible for all HR. They are looking into Professional Employer Organizations as a way to offload all HR related admin and possibly save on benefits procurement. The underwriting documents I have obtained so far are large files so I will forward those to you under a separate email.

This new company is an olive tree farm in GA. They have operated for almost 37 years but have always contracted out work or utilized 1099s. They are now about to hire 10 EEs and need payroll, W/C and HR admin services. They also suspect that they will need help with supplying benefits down the road. They have never had any W/C coverage so no LRs or dec are available. The contact is a CPA and her name is pronounced Sandreen. She told me that each EE will average about $55,000/yr.

Company specializes in renting luxury homes around the world. They plan on hiring more employees in the very near future. Your contact is the CPA working on behalf of his client.

This CPA Firm is looking into the Professional Employer Organization relationship. They would like to receive information and quotes for all Professional Employer Organization services including HR and Benefits.

This company is a franchised, senior care custodial service provider. The contact is the Dir of Finance and a past franchisee of a custodial service provider herself. She had used a Professional Employer Organization for her business and really appreciated the service. However, that Professional Employer Organization shut down abruptly and left her is a difficult situation. She has been trying to talk the owner of this franchise into considering a Professional Employer Organization and he has now decided to gather some quotes. Their primary motivation is in lowering their W/C costs and being able to give their EEs to access to some benefit products, including an IRA. Their current MOD is.80 and their current carrier provides them with online safety training and the franchise requires caregivers to take safety training before their first visit. The owner is also involved in what the contact called an "Idea Exchange" with other business people in the area. Their next gathering is in late Feb and he would like to present the benefits of utilizing a Professional Employer Organization at that next meeting. LRs, current W/C DEC and a recent payroll report are attached to this RFP.

This company is a fire and water restoration company that is currently using a Professional Employer Organization, but due to service issues, they are looking to make a change. They don't actually perform any of the work, all work is subbed out. The 5606 EEs are the project managers and the 8720 EEs are estimators. The 9014 EE was just promoted to 5606, so they no longer have any 9014. They are looking for a Professional Employer Organization with a bit more technology that allows a more automated way to submit payroll and integrate with their accounting systems. The owner is listed as the contact on this RFP but if you call for additional detail, you may want to ask for Debra or Melissa. LRs are attached. UPDATE: Debra Kraemer is the Finance and Administrative Manager and she will be involved in the process to select their new Professional Employer Organization. She will be out for vacation next week, so do your best to try to make contact by tomorrow and try to speak with Debra. The

This is a Bradenton charter elementary school whose VP of Finance has initiated a process to evaluate potential Professional Employer Organization vendors. This contact person actually worked at a local Professional Employer Organization so she understands the concept thoroughly. She said that their internal processes are in bad shape and that she wants to propose to their board, bringing in a Professional Employer Organization to takeover all their HR, payroll and benefit admin processes. Although costs are important to all organizations, this is not their priority. And, she is willing to keep their current United group medical plan. She is looking for high level quotes, ASAP, so that she can present the concept to their board next Tuesday. LRs are attached.

Company specializes in setting up organic gardens. They want to see how a Professional Employer Organization can help their business be more profitable. Your contact is a CPA that does the payroll in house, with a separate workers comp policy. They are new to the Professional Employer Organization concept, so be prepared to sell the benefits of the relationship.

Company is a staffing company that is familiar with the Professional Employer Organization relationship. Their payroll is done by a CPA that charges them a per check fee. Your contact is the owner of the company, that also has his son manage it with him. Loss runs are on the way.

This company is a developer of BlueTooth radio technologies. This group is made up of the owner and programmer/developers. All manufacturing is contracted out. The owner is salaried and all others are hourly with an average work week of 40 hours. The contact on this RFP is actually the CPA for the company but is also the wife of the owner and has decision making capability. All the programmers are 1099 at this point and they want to convert all to W2. Most of the EEs are on a semi-monthly cycle but one is monthly. They are not interested in group medical at this time but are interested in other ancillary benefits, especially 401k with profit sharing. They want to try to maximize their contributions. They would like to start with a Professional Employer Organization May 1st. The contact gets into the office at 6:00AM and usually leaves around 3:00PM. They have already contacted TriNet directly but was told all eligible EEs must enroll in medical.

This company is owned by a UK based company called Next Controls, Ltd, but the client is a US based LLC, that remotely monitors refrigeration systems in grocery stores, restaurants, health care facilities, etc. They have 7 EEs that all work out of their homes in FL, WI, AZ and CO. The company's US agent is a CPA based in Bradenton and she is acting as the contact on this RFP. She currently handles all payroll and HR issues and needs to get it off her plate. They currently reimburse EEs for med coverage premiums but now wants to convert to a group medical program. They want to start and be able to run by the end of Feb. Their actual 2013 total gross payroll was around $474,000 and they estimate 2014 to be around $517,000

This company is actually two separate businesses with common ownership. One is a car lot and the other sells ATVs and motorcycles. The owner is a CPA and has just recently heard of the Professional Employer Organization concept and has been told she can save money by utilizing one. They've had one claim a year or so back and was dropped and now in State Fund. Their policy expires July 1st and would like to have new coverage in place by then. Loss runs have been requested.

This company is a small business specialty finance company. They currently have an in-house employee performing HR and payroll admin, but they want to acquire more professional oversight. They also want to see if they can lower their cost of benefit acquisition. They currently offer a Empire medical plan, dental, vision, STD, life and a 401k. A census, W/Comp claims statement and Empire plan description is attached.

This is a private high school that is interested in having a local Professional Employer Organization come in and educate their finance committee on the benefits of utilizing a Professional Employer Organization. Do not make contact until speaking with me.