Advantage First Insurance Services Logo

Advantage Quotes

                       Compliance Services

ACA ObamaCare Navigation
401K and Benefits
5500 Filings Fee/CPA Audit (100 EE+)
Cobra Administration

  • All Cobra administrative procedures mandated by Department of Labor (DOL)
  • Initial DOL Notice for enrolled employees
  • Payment collection
Document Classification
  • Preparation of the "one mega-wrap" documents
  • Preparation of the 5500 Form and associated Schedule A or C
  • Preparation of the SAR (Summary Annual Report)
  • Preparation of the summary material modification if needed
  • Guaranteed compliance to all ERISA requirements
  • Ensure ERISA Plan Documents are current with any regulatory changes
  • Compliance Corner newsletter (quarterly distribution)
  • Access to technical assistance and client service
  • DOL Audit Services*
FMLA (FMLA Matters*)
for companies over 50 employees
  • Full review of employee eligibility and entitlement
  • Employee leave tracking (to control cost of employee benefits)
  • Guidance on company leave policies

Administrative Services

Availability of services may vary depending on carrier selection, size of group, and premiums paid. This list of services is intended to be a summary of services, and not all inclusive. Although most services are free to qualified AFI client, some are fee based. *these service are typically fee based, subsides from AFI are negotiable. Revisions 015013010a


Phone: 949-215-5226 | License # OF30770