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Showing 1 - 12 of 12 results
UNITED AGRIBUSINESS LEAGUE
UNITED AGRIBUSINESS LEAGUE
Irvine, California
500+ employees
UnitedAg is a member-owned agricultural trade association with a clear focus on addressing the needs of its members within the agricultural industry. The organization serves several key functions: 1. Employee Benefits: We are dedicated to meeting the employee benefit needs of our member companies by providing access and assistance with employee benefit programs, such as health benefits and other benefits that are crucial for agricultural businesses to attract and retain talent. 2. Legislative Advocacy: We advocate on behalf of our members with lawmakers to ensure that the policies and regulations affecting the industry are favorable and consider the concerns of their members. 3. Regulatory Compliance: Given the often complex and evolving nature of regulations in the agricultural sector, we provide resources, guidance, and expertise to assist members in navigating and adhering to these requirements. Company Values Member-Centric: We provide our members incredible value with a personal touch — while still treating employees like people. If you love the [Zappos pizza story], and you’re inspired by how companies like Southwest, Costco, Trader Joe's treat their employees, you’ll probably fit right in. Growth Mindset: We are not perfect. We try things quickly, which means we sometimes make mistakes. Those are opportunities to learn. A safe space to make mistakes is a good space to grow. We value humility and course-correction. Rise To Your Role: Your first job title probably won’t be your last. Our chief of staff started as an accounting administrator, and our head of IT was a help desk technician. Why? We quickly noticed their strengths and crafted new roles for them. Roll Up Your Sleeves: From the way we run our board meetings to our HR events, we give employees significantly more power than a traditional healthcare company. Our leadership team works in the trenches, and we don’t privilege an opinion because of someone’s salary or status.
Retirement Benefits Rank
Market Competitive
BOARD OF TRUSTEES, UTAH LABORERS ANNUITY TRUST FUND
BOARD OF TRUSTEES, UTAH LABORERS ANNUITY TRUST FUND
Covina, California
500+ employees
Utah Retirement Systems (URS) administers pension and defined contribution benefits for state, local government, and public education employees in the State of Utah. PEHP, a division of Utah Retirement Systems, provides medical, dental, life, and other ancillary benefits to Utah public employees.
Retirement Benefits Rank
Below Market
INTEGRATED BEHAVIORAL HEALTH, INC. DBA UPRISE HEALTH
INTEGRATED BEHAVIORAL HEALTH, INC. DBA UPRISE HEALTH
Irvine, California
100-499 employees
We are a team dedicated to delivering high quality data and evaluation services to mental health, substance use treatment, and prevention organizations to drive change and improve lives. IBH Analytics (IBH), in collaboration with SAMHSA, CDC, & DOJ grantees, monitors evaluative grant requirements, supports staff with data driven decision making as well as monitors program and individual progress. IBH aggregates data and consults with your organization to better understand the needs of your community from a holistic integrated approach. IBH understands the importance of funding and can assist your organization in their grant writing process. IBH has successfully helped grant applicants secure over $22.9 million in funding since 2018. Whether you are looking to improve programming or increase outcomes, IBH Analytics can assist with any or all steps in the quality improvement framework from setting goals, establishing metrics, prioritizing changes, and monitoring results. Our approach is to evaluate the current practices and prioritize opportunities to achieve the desired outcome and vision for the organization.
Retirement Benefits Rank
Below Market
INTEGRA CAPITAL GROUP, INC.
INTEGRA CAPITAL GROUP, INC.
Irvine, California
100-499 employees
Integra Capital is a financial and investment firm that has invested in a diversified portfolio in Argentina and overseas. Founded in 1995, Integra Capital has developed projects for over 17 billion in financing and investment. Integra’s experience includes a comprehensive knowledge on legal, economic and financial mechanisms involved in a transaction, while keeping a leading position as investor and offering different services in the following areas: Media & Telecommunications, Energy, Mining, Investment, Sovereign Funds, Bank Debt, Technology, Bank Retail, Real State, Agrobusiness, Food & Drinks, Education, among others.
Retirement Benefits Rank
Market Laggard
CLTF FOR SO. CAL. ADMINISTRATIVE CO. LLC
CLTF FOR SO. CAL. ADMINISTRATIVE CO. LLC
Covina, California
25-49 employees
As home to more than 39 million people, California boasts one of the world's largest economies. The "Golden State" lies against the Pacific Ocean just north of Mexico and south of Oregon. California is widely known for its pioneers and leaders in technology and film production.
Retirement Benefits Rank
Market Laggard
TOWNELEY CAPITAL MANAGEMENT, INC.
TOWNELEY CAPITAL MANAGEMENT, INC.
Laguna Hills, California
All Size Average employees
Since 1971, Towneley has managed investments as an independent fiduciary advisory firm helping long-term investors thrive. Our unique collection of rigorously tested and refined investment strategies provides diversified, risk-managed exposure to global markets on a fee-only platform for individuals, families, businesses, and non-profit organizations. With a breadth and depth of experience reflected in our 50-year history, our dedicated portfolio managers and advisors at Towneley average 27 years of investment industry experience, including 23 years at our firm. Our strategic investment management approach, along with our independent fiduciary structure, has allowed us to lead individuals and institutions through five decades of volatile markets while providing clear guidance for meeting their long-term goals. In addition to providing individual investors with advice, strategy, and implementation in asset management and holistic financial planning, we also deliver expert guidance and portfolio management to endowments, foundations, and scientific societies. At Towneley, we appreciate that each person and organization we work with has their own distinct needs and challenges. Therefore, we work closely with our clients to help them define their long-term goals and understand the “why” behind those goals. With a keen interest in our clients’ purpose, combined with our proprietary research-centered portfolio management, we intend that all of our clients feel confident that they will successfully achieve their financial goals. Purpose Driven | Research Based | Relationship Focused | 50 Years Strong
Retirement Benefits Rank
Top Benefits
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SUMMIT HEALTHCARE REIT, INC.
SUMMIT HEALTHCARE REIT, INC.
Laguna Hills, California
1-24 employees
Summit Healthcare REIT is a publicly registered, non-traded real estate investment trust that invests in assisted living, memory care, and skilled nursing facilities throughout the United States. Our portfolio is diverse in both geography and top-notch operators. We believe our industry has a positive future, and is positioned to take advantage of the shifting demographics in the U.S. Summit is also extremely proud of our corporate culture. Our highest priority is our shareholders; however, we believe taking care of our employees is paramount as well as supporting our operators.
Retirement Benefits Rank
Market Leading
PENSION PROFESSIONALS, INC.
PENSION PROFESSIONALS, INC.
Rancho Santa Margarita, California
1-24 employees
Guided plan participants through distribution and loan processes, educated them about constantly changing rules and regulations, and answered questions in a fast-paced, high volume environment. Served as the primary point of contact for over 600 partnered accounts by phone, email, and face-to-face. Processed over 800 disbursement requests for individual account holders on top of a normal workload within six months, generating over $100k in profit. Prioritized multiple tasks and projects to produce high-quality and timely workflow. Worked closely and communicated with a variety of clients to ensure participant withdrawals are compliant with IRS and Plan regulations. Securely handled confidential materials and managed the organization and accuracy of participant data and files.
Retirement Benefits Rank
Market Laggard
MILIK & ASSOCIATES INSURANCE SERVICES INC.
MILIK & ASSOCIATES INSURANCE SERVICES INC.
Covina, California
1-24 employees
In an age of impersonal business transactions and fleeting loyalties, Milik & Associates is proud of its commitment to personal service: a commitment we have always honored.Agents at Milik & Associates has been specializing in distributing of a wide array of insurance products for its commercial and personal lines clients since 1995. We are a independent insurance agency that prides ourselves on our professionalism, courtesy and prompt response to our clients needs. Milik & Associates offers a comprehensive portfolio of services to clients in the following Industries:
Retirement Benefits Rank
Market Leading
LORENZ FIDUCIARY SERVICES, INC.
LORENZ FIDUCIARY SERVICES, INC.
Temecula, California
1-24 employees
Founded in 1975, Lorenz Private Trustees is a Corporation in San Diego County, California. Each of our Fiduciaries serve as: Trustee • Executor • Agent for Finance • Agent for Health Care Clay B. Spiegel, CPA Marguerite C. Lorenz, CTFA, CLPF Noah Benton, Esq, CLPF Joseph McMackin, CLPF Ryan Shumacher, Esq We do not write Estate Plans, we implement them. Unlike Banks or Trust Companies, we do not sell any financial products. Our duty is to consider your intent first, as it is expressed in your written Estate Plan, then to follow the Probate Code, as you are the First Beneficiary of your Trust. We must also consider your beneficiaries in the process. Often family members (who are also beneficiaries) fall into conflict because of their own agenda or their inability to get along with other family members during the long and difficult time required in most end of life circumstances. Having a neutral, trained professional, ready to serve, can help keep your family in harmony. One of 3 events trigger your Succession plan: Resignation (when you resign as Trustee of your Trust), Incapacity (your Trust document will specify how this is determined), or Death. This is when your Successor Trustee goes to work, fulfilling your plan and following your wishes. We feel it is so important to get acquainted and to keep up to date with you, that we charge nothing for our first meeting with you. To learn more, please visit our website, www.MyTrustee.net or call us at 877-630-8448
Retirement Benefits Rank
Market Laggard
ALLRISE CAPITAL, INC.
ALLRISE CAPITAL, INC.
Irvine, California
25-49 employees
Allrise Capital is a leading multi-strategy investment firm with a direct investment mandate covering real estate, venture capital, and special situation opportunities in the US and select emerging markets. Our investment process is oriented around fundamental research on asset classes, sectors, and companies to identify asymmetric risk/reward opportunities.
Retirement Benefits Rank
Market Laggard
BENEFITS RESOURCE, LLC
BENEFITS RESOURCE, LLC
Aliso Viejo, California
1-24 employees
Responsibilities included managing approximately eighty-five small group accounts in the 2-10 life range by communicating with clients regarding any billing issues, benefit or employee questions, etc. and working with the brokers to prepare for the client renewals.Preparing for client renewals by setting up the appropriate materials such as cost comparisons, payroll deductions and proposals to be presented to the clients.Supporting the Small Group Account Manager with approximately fifty accounts in the 10-50 life range by assisting in the renewal process with any needed proposals or benefit illustrations.Generating insurance quotes using Health Connect and Quotit.Developing medical cost comparisons, displacement reports, ancillary proposals and survey reports through excel and PowerPoint.Preparing payroll deduction and benefit handouts.Creating bound proposals for the brokers to present to the clients.Implementing new groups with the insurance carriers.
Retirement Benefits Rank
Market Laggard
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