Page 11 - Francis Parker School RFP (Stawicki)

Burnham Benefits Response to Francis Parker School Request for
Proposal for Consultant/Broker for Health and Welfare Plans

Services
Section 2 | Professional Experience/Team Qualifications

Provide an overview of your firm, including its organizational structure and philosophy/culture.
Include biographical information for any individuals who will be actively engaged with the School.
Discuss your firm’s expertise, if any, in each of the following areas:
• Consumer-driven plans
• Self-insured programs
• Legal Compliance
• Implementation of Benefit Administration/ACA Reporting Systems
• Benchmarking for independent schools
• Wellness Programs

Firm overview
Burnham Benefits is a privately held employee benefits consulting and brokerage firm
headquartered in Southern California. Our proactive approach to compliance will help lead your
organization confidently through even the most complex legislation. Burnham’s high touch
consultative service solution provides counsel, guidance and education to clients every step of the
way.

Burnham is dedicated to ensuring extraordinary benefits program performance and continuous
improvement year after year. While we are an established industry leader offering proven solutions,
we remain an independent brokerage firm providing flexibility and personal service, giving our
clients maximum value.

Burnham’s comprehensive approach to employee benefits resonates with the community. We have
consistently grown our clientele while maintaining our current clients. The chart on the next page
illustrates Burnham’s consistent growth over the last ten years from 2002 to 2017, with an average
22% growth over the past ten years.

Burnham’s team is growing alongside our client base. We attract staff from the top consulting firms,
carriers and employer groups. In 2010 Burnham had 36 employees; in 2018 we have 94—an
additional 58 employees to provide high-quality service to our clients. We are proud to share that
Burnham’s staff retention rate is 97% since 1995.

Our employees make Burnham the preferred benefits partner for so many companies. We work as
a team and are always focused on doing what’s right for our clients and their employees. As a result,
our employees feel supported and continue their career growth with Burnham. Our low employee
turnover translates to consistency year after year, superior customer service and satisfied clients.

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