Barkley & Barkley

Insurance Brokerage

“Delivering the Highest Level of Health

Care Reform Compliance”

“Our Core Principles”

At Barkley & Barkley Insurance Brokerage our

core principles are excellence, service, and, most of

all, trust.

Excellence.

We believe that businesses deserve access to the

highest level of health care reform compliance

services. This means service from people who are

trained to read and interpret the law. We believe

software, “calculators”, and “online toolkits” are

only as good as the person operating it.

Service.

We believe in serving our clients in a holistic way.

We develop benefit plans that support your

employees, assist your administrators, and protect

your bottom line.

Trust.

Trust is built on integrity. We believe the foundation

of integrity is transparency. We will always be

honest with you and put your best interests first.

What we do:

We provide a full spectrum of employee health

benefits.

Medical

Dental

Vision

Short and Long Term Disability

Group Life

We provide 360-degree Health Care Reform

compliance services at no additional cost.

FTE and Variable-Hour Ee tracking

Affordability tracking

Strategies for setting tracking periods,

classification of employees, onboarding

timelines, and more,

Advice on tracking periods, stability periods,

affordability, and ERISA compliance

Complete review of DOL ERISA audit

documents, and preparation of any necessary

documents to fill in the gaps, and periodic

compliance review

Annual e-filing of 1095-C, 1094-C and 5500

forms.

“Don’t let health care reform be a barrier to success,

let us clear the path.”

How we work:

The Relationship:

Barkley & Barkley sells employee benefits

with direct access to attorneys with no extra or

hidden costs. Barkley & Barkley retains an

ACA compliance law firm to oversee your

company’s compliance.

Advantages:

Your company gains expert advice from

people who can read, interpret, and implement

Health Care Reform law. You are protected

from the penalties imposed by the IRS. We

deliver peace of mind by offering the best

products, incomparable compliance and

unrivaled service.

The Result:

The result is that by working with us, we build

something that no app, software, calculator, or

even the largest brokerage houses can

accomplish:

A relationship built on Trust.

ACA Compliance

ERISA

Audit

Compliance

1094-C

1095-C

5500

Filing

Peace

Of

Mind

Contact:

sarah@barkleyandbarkley.com

(619) 764-5066

License # 0E40402