Page 9 - Francis Parker School RFP (Stawicki)

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

Services
Committed to the Private and Public Education Sectors
Burnham Benefits has developed several specialty practice groups—one of them being the
education market. We work with nearly 100 educational clients including private schools, public
school districts, community colleges, universities, and educational support services. In fact, we are
actively partnering with renowned actuary, Wakely, to collect benchmarking information and
provide results specific to the education sector. This will enable our clients to quickly compare with
peers, make educated decisions, and communicate effectively with employees.

Burnham has created resources to support our education clients. We access industry pools, trusts
and associations to ensure all resources for premier products and discounted rates are being
examined. Burnham hosts workshops, seminars and webinars to provide topical information to our
education clients. We provide financial modeling to review plan alternatives, contributions and
health care compliance. It is our responsibility to assist Francis Parker School in the development of
a multi-year benefits strategy with creative and strategic ideas that align with your budget.

As a client of Burnham Benefits, you have access to the resources of a national firm but the personal
attention and commitment of a regional company. Burnham builds its reputation of excellence on
the foundation of our client relationships and trust.

Why Burnham

Exclusively a benefits practice and staffed by experienced benefit advisors
One of the largest employee benefits brokerage firms in California
Privately held – focus on long-term objectives
Culture of giving back – philanthropy in our community
Same president since 1995
High retention of employees – average staff retention rate of 97% since 1995
Socially responsible – B Corp, WBENC, Best Place to Work in Orange County and Los
Angeles County
Culture of collaboration and creativity
Steady growth of 22% over the past ten years
Senior consultants and account managers remain directly involved with clients
Cross-functional team with technical experience in:
- Legislative, self-funding, human resources, administration, communication and
underwriting
- Successful due diligence in mergers and acquisitions producing savings in economies
of scale and efficiencies for clients
- Critical mass and market power with insurance carriers and active participation on
major Brokerage Advisory Boards
- Key partnerships with Burnham Gibson Financial Group, Wakely, Globex and HRT
- High client retention, long-term partnerships and client satisfaction

5