Industry Partners

Thank You to Our 2025 Partners

OCEBC is thankful for the support of our industry partners. Their generosity and collaboration are critical to empowering employee benefits professionals and fulfilling our mission. Our partners share our commitment to education, connections, and advancing the employee benefits industry in Orange County and beyond. Together, we can provide more robust offerings that engage our members and community.

On behalf of the OCEBC community, we express our sincerest gratitude to these industry leaders. We look forward to continued teamwork to empower careers, cultivate innovation, and shape the future of employee benefits.

Titanium Partners

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Allied

Allied has a rich history as a TPA that spans more than four decades. We're proud to be recognized as one of the largest independent health solutions companies, delivering top-tier administrative services for self-funded health plans. Our longevity is a testament to our commitment to excellence, adaptability, and our customer-centric approach.

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Blue Shield of California

At Blue Shield of California, we strive to bring our values – being human, honest, and courageous – to life through action. These values fuel our mission to rebuild a health care system that’s more accessible, affordable, and high-quality. Because that’s what we all deserve from our health plan.

We are continually innovating to transform our healthcare system so all Californians can access personalized, high touch, holistic care to live their best lives. This includes investing in next-generation care, which means addressing social determinants of health, ensuring health equity, and promoting better outcomes through value-based payment models.

Operating as a mission-driven, tax-paying nonprofit with a 2% profit cap empowers us to act differently – we do what’s best for our members, not shareholders. Over the last three years, Blue Shield has invested over $120 million in California communities through the Blue Shield Foundation.

Platinum Partners

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Health Net

Health Net was built for this moment. As the largest network model HMO in California, we have a foundation of strategic provider partnerships that align incentives to address gaps in care, population health and risk management. We’ve been California’s health plan for over 40 years. By serving 2.5 million Commercial, Medicare and Medi-Cal members, we’ve been at the forefront of developing coordinated systems of care. 2021 will be a year of transformation, requiring us to focus on the health of all Californians. Having the largest network model HMO in California, positions us to meet the challenges highlighted by the pandemic. And as a wholly-owned subsidiary of Centene, we’re putting our national resources to work for you. As a $100 billion health care company, Centene has the financial and human capital to heal the health care system, by financing, organizing and delivering solutions—directly impacting communities. Serving community members in 50 states and 3 international markets, Centene serves 25+ million managed care members—that’s 1 in 15 individuals across the nation. Health care is human care, and we are at the forefront in transforming the system, one member at a time. For more information, visit HealthNet.com.

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Kaiser Permanente

We’re one of the nation’s largest health plans, serving 12.2 million members with 39 hospitals and 682 medical offices. Kaiser Permanente was founded to keep people healthy. We pioneered the idea that it’s more cost effective to prevent illnesses than to treat them. Today, we proudly continue that commitment to providing affordable, high-quality health care.

Our unwavering mission is to provide high-quality, affordable health care services and improve the health of our members and the communities we serve.

To move businesses forward, employees need to be at their best. You can keep them healthy and engaged by partnering with a health provider dedicated to delivering efficient, high-quality care. Our integrated model of care offers innovative telehealth tools and a variety of flexible and competitive plans. All of this works together to provide better outcomes for employees and better value for businesses.

With a full suite of plans and funding options, we can help you create a health care solution that aligns with your overall benefits strategy. When you choose Kaiser Permanente as your health care partner, members will get the tools they need to be healthier and more engaged every day.

To contact us, visit kp.org

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MedImpact

For 35 years, MedImpact has been lowering drug spend, improving care, and delivering better pharmacy benefit solutions for our clients. Today, we’re the largest independent PBM in the nation and are focused on providing total health solutions that make care more personal, predictive, and affordable for our clients and members. We serve many large employers, hospitals and health plans, and more than 55 million consumers. Learn more at medimpact.com.

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OneDigital

OneDigital’s insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital operates in major markets nationwide.

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Hello Heart

Hello Heart is the digital leader in preventive heart health. We provide members with a connected device and AI-driven digital coaching app. Through human-centric design, members receive actionable insights around healthy eating, activity, and can track key heart metrics like blood pressure and cholesterol unique to each person and consistent with clinical guidelines. By building a habit of monitoring heart health, members create sustained lifestyle changes. Validated in peer-reviewed studies, Hello Heart members achieve significant reductions in blood pressure over a sustained period. Founded in 2013, Hello Heart is a member of the American Heart Association’s Innovators’ Network and trusted by leading Fortune 1000 employers, national health plans and pharmacy benefit managers. Visit www.helloheart.com for more information.

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Gold Partners

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Aetna

Aetna, a CVS Health business, serves an estimated 34 million people with information and resources to help them make better-informed decisions about their health care. Aetna offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, and medical management capabilities, Medicaid health care management services, workers’ compensation administrative services and health information technology products and services. Aetna’s customers include employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups and expatriates. For more information, visit www.aetna.com and explore how Aetna is helping to build a healthier world.

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Anthem Blue Cross

At Anthem Blue Cross we understand our health connects us to each other. What we all do impacts those around us. So Anthem is dedicated to delivering better care to our members, providing greater value to our customers and helping improve the health of our communities.

Anthem Blue Cross offers Medicare plans, Medicaid, individual and family plans, and group insurance plans in California. Our group plans include a variety of group medical, pharmacy, dental, vision, life and disability plans, and are flexible enough to fit any size business.

In California Anthem Blue Cross is the trade name of Blue Cross of California. Anthem Blue Cross and Anthem Blue Cross Life and Health Insurance Company are independent licensees of the Blue Cross Association.

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Cigna

The Cigna Group is a global health company committed to a better future built on the vitality of every individual and every community. We relentlessly challenge ourselves to partner and innovate solutions for better health. Cigna Healthcare SM is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their vitality.

“We are guided by our mission–to improve the health and vitality of those we serve. To deliver on this, we know we must continually strengthen and evolve our capabilities and it’s why we put innovation at the heart of everything we do at The Cigna Group. Across Evernorth Health Services and Cigna Healthcare, we are driving new solutions, improving patient outcomes, and delivering for those we serve.” David Cordani, Chairman and CEO

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Delta Dental of California

Since 1955, Delta Dental of California has offered comprehensive, high-quality oral health care benefits to millions of enrollees and built the strongest network of dental providers in the country. The Delta Dental of California network includes affiliates Delta Dental Insurance Company, Delta Dental of Pennsylvania and Delta Dental of New York, Inc., and provides dental benefits to more than 41 million people across 15 states, the District of Columbia, Puerto Rico and the Virgin Islands. All are members of the Delta Dental Plans Association, based in Oak Brook, Illinois, the not-for-profit national association that collectively delivers benefits to more Americans than any other dental insurance company.

For more information about Delta Dental of California, please visit www.deltadentalins.com.

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Silver Partners

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ARAG Legal

ARAG Legal is everywhere – from the everyday to the once in a lifetime. With ARAG®, employees can save time, stress, and money on legal issues with network attorney fees that are 100 percent paid in full for most covered matters.

Voluntary benefits have been shown to improve employee retention and make companies more competitive, so why not offer your employees the most comprehensive legal insurance on the market? Plus, we make your job easier by offering straightforward implementation, administration, and enrollment along with ongoing employee communication and education.

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HealthEquity

HealthEquity is a leading administrator of Health Savings Accounts (HSAs) and other consumer-directed benefits. In partnership with benefit advisors, health plans, and retirement providers, we advance our mission, empowering employers to connect health and wealth and positively impact their people’s lives. Along with HSAs, our Total Solution delivers a powerful lineup of integrated benefits, including FSA, HRA, Commuter, COBRA and more. By bringing together intuitive technology and remarkable service, we enable more than 14 million members to achieve health and long-term financial wellbeing.

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NueSynergy

Since 1996, NueSynergy has provided clients with full-service administration of consumer-driven and traditional account-based plans, as well as billing solutions and COBRAcare+ administration.

We have built a reputation throughout the U.S. with large and small businesses for our technology- based solutions and knowledgeable, personalized service. Our expanded company infrastructure gives us the ability to provide exceptional communication and operational efficiencies, ensuring clients receive faster, seamless service.

NueSynergy offers a fully integrated suite of administration services, managed by subject matter experts with an average of 10+ years direct industry experience. Our administrative services include:

• SpouseSaver Incentive Accounts
• COBRAcare+ Administration
• Flexible Spending Accounts
• Health Savings Accounts
• Health Reimbursement Arrangements
• Lifestyle Spending Accounts
• Combined Billing
• Direct Billing
• Specialty Solutions

NueSynergy has the in-house expertise and integrated technology to help maximize operational efficiencies and control rising health care costs. Our commitment to outstanding client service ensures members have the tools and resources to manage the financial aspect of their health care. With more than four million benefit accounts administered on our platform, our investment in industry-leading technology ensures that our clients will always have secure and convenient access to their benefit accounts.

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UnitedHealthcare

UnitedHealthcare is dedicated to helping people live healthier lives and making the health system work better for everyone by simplifying the health care experience, meeting consumer health and wellness needs, and sustaining trusted relationships with care providers. In the United States, UnitedHealthcare offers the full spectrum of health benefit programs for individuals, employers, and Medicare and Medicaid beneficiaries, and contracts directly with more than 1.6 million physicians and care professionals, and 8,000 hospitals and other care facilities nationwide. UnitedHealthcare is one of the businesses of UnitedHealth Group (NYSE: UNH), a diversified health care company. For more information, visit UnitedHealthcare at www.uhc.com.

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Word & Brown

Based in Orange, California, the Word & Brown General Agency celebrates a 40-year legacy dedicated to empowering brokers to meet the diverse insurance and employee benefits needs of businesses, both large and small. Known for our innovative spirit, we provide cutting-edge sales tools, superior quoting services, personalized sales support, and unwavering dedication to helping brokers grow their business. Our mantra, "Service of Unequalled Excellence," reflects our commitment to redefining excellence in the insurance and employee benefits marketplace.

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EpiphanyRx

EpiphanyRx is a best-in-class fully bundled in-house solution for employers under 3,000 lives.

Founded in 2016 when a team of former pharmacy benefit management (PBM) executives developed a new solution to reduce rising prescription costs, our business model eliminates conflicts of interest like spread pricing and rebate retention, and instead focuses on providing full transparency and lowest net cost solutions for employers. As a Navitus company, EpiphanyRx now offers over twenty years of experience serving the industry with a 100% pass-through model.

EpiphanyRx is a true PBM partner, managing every dollar as if it were our own.

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One Medical

One Medical is a membership-based primary care practice, delivering comprehensive care to enterprise customers since 2013, and on a mission to make getting quality care more affordable, accessible, and enjoyable for all through a blend of human-centered design, technology, and an exceptional team.We work with more than 8,000 companies to provide One Medical health benefits to their employees through our national shared nearsite offices, dedicated employer onsite health centers, and integrated virtual primary care with behavioral health coaching and therapy.

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Newfront

Newfront is a modern brokerage transforming the risk management, business insurance, total rewards, and retirement services space through the combination of elite expertise and cutting-edge technology. Specializing in more than 20 industries and headquartered in San Francisco, Newfront has offices nationwide and is home to more than 800 employees serving organizations across the United State and globally. For more information, visit newfront.com.

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Broker Partners

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Alliant Insurance Services, Inc.

Alliant Insurance Services provides insurance and consulting services engineered to mitigate risk, improve performance, and promote long-term growth. With offices across the U.S., Alliant’s diverse service profile encompasses property and casualty insurance, employee benefits, underwriting, surety, and financial products and services driven by industry experts who understand the unique market dynamics our clients face.

At Alliant Employee Benefits, our passion is delivering an exceptional experience for employers, employees, and their families. We deliver specialized expertise with a personalized approach and find creative solutions that meet your unique needs, helping your organization stay agile and resilient.

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AON

Aon’s Health Solutions team can help businesses make better decisions to optimize their healthcare and benefits programs. Using our extensive data and analytics capabilities, combined with strategic insights, best practice broking, and innovative solutions, we can mitigate risk, improve health and productivity, and reduce cost, allowing organizations to build a valued and cost-efficient benefits offering that resonates across the diverse needs of their employees.

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Segal

Segal's consulting business brings insightful and innovative HR and employee benefit solutions to employers of all sizes. With 80+ years of employee benefit consulting experience, we provide full-service HR, benefits and actuarial consulting to nonprofits, associations, hospitals and healthcare systems, higher education institutions, religious and fraternal organizations, public and private corporations, professional services firms, sports leagues and manufacturing companies. From the beginning, we have been at the forefront of emerging market trends providing new and innovative management perspectives on the impact and importance of human capital in business. We are dedicated to helping companies improve the return on human capital through talent strategies, effective organization practices, change management, rewards and compensation design, work/life programs and other solutions that help enhance employee performance.

Today’s organizations face a number of strategic people, benefits, and HR issues. We can assist you with:

Health Benefits Consulting
Compensation & Career Strategies
Financial Security, Including DB & DC Retirement Benefits
Talent
Diversity Equity & Inclusion Consulting
Health & Retirement Compliance
Organizational Effectiveness
HR & Benefits Technology & Operational Reviews
HR & Benefits Communications
Insurance for Professional Lines and P&C Coverage
Benefit Audits
Mergers & Acquisitions
Investment Solutions *

*Including discretionary investment management, through Segal Marco Advisors, a SEC-registered investment advisor.

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Sullivan Curtis Monroe

For more than 90 years, SullivanCurtisMonroe Insurance Services has enjoyed a top position in the marketplace as Southern California’s leading regional insurance brokerage firm for middle-market businesses. SCM offers best-in-class service delivered by experienced and creative insurance experts. SCM is a co-founding member of RiskProNet International, a network of top, privately held insurance brokerage firms throughout the U.S. and in more than 100 countries worldwide.

Recognized as a Best Places to Work by Business Insurance (2021-24) and Orange County Business Journal (2024), SCM has been on Business Insurance’s 100 Largest Brokers of U.S. Business, and Insurance Journal’s Top 100 Privately Held Property/Casualty Agencies since 2014. Based in California, the firm has offices in Orange County, Los Angeles County and the Inland Empire.

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Piper Jordan

Welcome to Piper Jordan, where we champion a people-first philosophy in managing complex employee benefits programs. For nearly two decades, we’ve been at the forefront of marrying cutting-edge data insights with the human touch. Our strategists and analysts partner with global employers to forge pathways toward smarter health insurance decisions, and our innovative solutions are designed to elevate employee health, engagement, and productivity, all while keeping an eye on cost-effectiveness.

Our passion is evident in our commitment to transcending the traditional boundaries of benefits models, fostering impactful outcomes that serve both our clients and their employees. We’re not just in the business of insurance; we’re in the business of enhancing lives through an integrated suite of services that includes cost management, health analytics, wellness, compliance, HR communications, and personalized advocacy.

At Piper Jordan, your people are our priority. We delve deep into the intricacies of regulations, technologies, and care options to deliver world-class benefits. Our approach is holistic, our mission is clear: to provide benefits strategies that not only protect your bottom line but also showcase the value you place on your workforce.

We invite you to join us in reshaping the future of organizational health strategy. With Piper Jordan, you’re not just adopting a benefits program; you’re embracing a partner dedicated to the well-being and prosperity of your people. Let’s craft a brighter, healthier future together.

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Union First

At Union First, we specialize in Benefits Consulting and Third-Party Administration exclusively for public safety labor associations. With over two decades of serving first responders, we have the insight and experience to build and service benefit plans that are customized for each client. We provide a comprehensive array of services including: Benefits Consulting & Brokerage Services; Claims Advocacy; Collective Bargaining Support; Formation of New Benefit Trusts; and Benefit Trust Administration. True to our name, we prioritize putting the union and its members first and are ready to serve our community’s heroes. For more information, visit www.unionfirstsolutions.com or reach out to us at 949-570-1162.

Industry Partners

Thank You to Our 2025 Partners

Titanium Partners

Allied

Blue Shield of California

Platinum Partners

Health Net

Kaiser Permanente

MedImpact

OneDigital

Hello Heart

Gold Partners

Aetna

Anthem Blue Cross

Cigna

Delta Dental of California

Silver Partners

ARAG Legal

HealthEquity

NueSynergy

UnitedHealthcare

Word & Brown

EpiphanyRx

One Medical

Newfront

Broker Partners

Alliant Insurance Services, Inc.

AON

Segal

Sullivan Curtis Monroe

Piper Jordan

Union First

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