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Alternative Funding Options for Public Sector: Exploring ICHRAs and Captives

Thursday, December 17, 2020, 10:00 AM – 10:45 AM CST
Alternative Funding Options for Public Sector: Exploring ICHRAs and Captives

New in 2020, the Individual Coverage Health Reimbursement Arrangement (ICHRA) is beginning to garner much attention from organizations seeking a path to a defined contribution employee health plan. Join us for an informative session where you’ll discover the three key pillars to a successful ICHRA plan and a turnkey solution to make it a reality for your team. 

Are you looking for the advantages of partial self-funding without all the risk? In this webinar, we will review the latest in our efforts to introduce a Public Sector Captive approach to Healthcare.

Frank Spinelli / Vice President Group Benefits – Director Affinity Groups & Emerging Markets / Oswald Companies

Frank Spinelli is Vice President and Director of Affinity Groups & Emerging Markets (AGEM) in the Group Benefits Division at Oswald Companies.  He has over 30 years of experience in management and business ownership.  For well over a decade, Frank has specialized in managing employee benefit programs for thousands of clients in the AGEM book of business at Oswald Companies.  In addition to extensive product and carrier knowledge, his benefits expertise has included the development of integrated health management strategies that include extensive use of consumer-driven plans and innovations like the ICHRA by Oswald platform.

As Oswald Companies has experienced unprecedented growth, Frank has led the AGEM team in achieving operational excellence in the areas of client management systems, process improvement, reporting, recruiting, and financial management.  Frank’s focus is always on ensuring that his team and his AGEM clients come first.

Shawn Lanter / Vice President of Captive Business Development / Berkley Accident and Health

Shawn Lanter is a Vice President of Business Development for Berkley Accident and Health. Shawn graduated from Kansas State University in 1998 and started his employee benefits career with Great West Healthcare that same year. A longtime industry expert, Shawn has more than 20 years of alternative funding sales and management experience in the employee benefits arena. Shawn has been with Berkley Accident and Health for the past six years and oversees new business sales and retention for Berkley’s captive division within the Central part of the United States. He has spoken at numerous industry events over the years, including the International Society of Certified Employee Benefit Specialists and multiple Health Underwriter Association events. Shawn lives in Kansas City with his wife of 16 years and three kids.

About Berkley Accident and Health

  • One of the largest blocks in the Stop Loss Group Captive marketplace
  • Over 36 Stop Loss Captive programs
  • Over ten years offering Stop Loss Group Captive solutions
  • A+ rating by A.M. Best

Berkley’s Captive Division’s Capabilities

  • Proven track record for developing, supporting, and managing successful Stop Loss Group Captive programs
  • Expertise in a wide range of program structures and objectives
  • Dedicated team for onboarding, financial management, account support, and member services

Material posted on this website is for informational purposes only and does not constitute a legal opinion or medical advice. Contact your legal representative or medical professional for information specific to your legal or medical needs.

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