Have a Plan for All That Lies Ahead

Laying out a plan, highlighting roles, responsibilities and deadlines helps avoid surprises that turn into headaches.  Offering employee benefit programs comes with it many layers of complexity (compliance, financial, etc).  Whether it’s understanding how your annual Form 5500 reporting obligations will be executed, or receiving monthly claim reports that give you an understanding for how your plans are performing, we believe you should be plugged in every step of the way.

Navigation Solutions

Our Navigation tools, resources and approaches are designed to bring transparency and predictability to your benefits programs.  To learn more about our Navigation solutions and how they could support your organization’s HR/Benefits/Finance team, reach out to any member of Our Team.

Tools, Resources and Approaches
  • Sullivan Benefits BluePrint Process (strategy, goals and priorities)
  • Employee Benefit Plan Audit (plan design, funding, cost, contributions, compliance)
  • United Benefit Advisors (UBA) Partnership
  • Client Support Calendar (Benefits, Compliance, Wellness)
  • UBA Health Plan Survey (robust, local health plan data)
  • Monthly Claims Dashboard (Medical, Pharmacy and Dental)
  • Mid-Year and Pre-Renewal Financial Renewal Forecast (Medical & Pharmacy, Dental)
  • Claim Utilization Reviews
  • Sullivan Benefits’ Monthly Benefits Bulletin
  • Sullivan Benefits’ Employee Benefits/Legislative Alerts
  • Dedicated Principal, Consultant, Analyst, Wellness Director
  • Vendor Evaluation & Management

Let's get in touch

Contact our office in Marlborough or submit a business inquiry online.

(774) 369-0280

Marlborough, Massachusetts