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Is Self-Funding Right For You?

Please contact us to receive your link to our
10 minute information video about self funding
to see if it’s right for your company.

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Why Davidson Benefits Planning?

National Resources, Concierge Service Unique Customized Programs Solutions to Reduce and Control Costs

Top 100 Companies

UBA Member

Our longtime membership with United Benefits Advisors provides us access to the shared extensive knowledge of the nation’s premiere independent benefits firms.

Top 100 Companies

For the 6th year in a row, we’ve been honored as Oregon’s 100 Best Companies To Work For. We believe business success starts with a terrific culture.

The Latest from United Benefit Advisors

UBA Blog

By Elizabeth Kay Compliance and Retention Analyst for AEIS, UBA Partner Firm in San Mateo, CA 482462399According to new information from United Benefit Advisors (UBA), health savings accounts (HSAs) are outpacing health reimbursement arrangements (HRAs) in both adoption and participation rates. And now that metal tier health plans [e.g., platinum, gold, silver, etc.] are allowed higher deductibles, employers are increasingly looking at HSA qualified plans for their upcoming plan year. Here’s a look at why this trend is unfolding.
Author: United Benefit Advisors
Posted: July 21, 2014, 4:00 am
Generally, plans that must comply with ERISA must file a Form 5500 by the last day of the seventh month after the close of their plan year. For calendar year plans this means the due date for the Form 5500 is July 31. Government plans (which includes most public schools) generally do not need to comply with ERISA and therefore do not need to file a Form 5500. Many church plans also are exempt from this requirement.
Author: United Benefit Advisors
Posted: July 16, 2014, 4:00 am

Compliance Alerts

With all of the recent changes flowing from PPACA, it is important not to forget some very basic and long-standing aspects of plan compliance, design, drafting and administration, particularly those rooted in significant part in a law enacted 40 years ago, the Employee Retirement Income Security Act, also known as “ERISA.”
Author: United Benefit Advisors
Posted: July 15, 2014, 4:00 am
The Department of Labor has published a new model COBRA general notice and a new model COBRA election notice. The new model notices reflect that coverage is available in the public health insurance exchanges, i.e., the “Marketplace,” and include information on special enrollment rights in the Marketplace.
Author: United Benefit Advisors
Posted: July 9, 2014, 4:00 am

Employer News

Planning for 2015 - Open Enrollment and Other PPACA Issues Tuesday, August 12, 2014 2:00 p.m. ET / 11:00 a.m. PT
Author: United Benefit Advisors
Posted: July 16, 2014, 4:00 am
With all of the recent changes flowing from PPACA, it is important not to forget some very basic and long-standing aspects of plan compliance, design, drafting and administration, particularly those rooted in significant part in a law enacted 40 years ago, the Employee Retirement Income Security Act, also known as “ERISA.”
Author: United Benefit Advisors
Posted: July 15, 2014, 4:00 am

PPACA Advisor

On July 22, 2014, two Courts of Appeals issued decisions that address whether only people who live in states that have state-run Marketplaces (which are also called exchanges) are eligible to receive premium tax credits or subsidies under the Patient Protection and Affordable Care Act (PPACA).
Author: United Benefit Advisors
Posted: July 24, 2014, 4:00 am
As was the case last year, insurers with medical loss ratios (MLRs) that were below the prescribed levels on their blocks of business must issue rebates to policyholders. Insurers must pay rebates owed on calendar year 2013 experience by August 1, 2014. The rules for calculating and distributing these rebates are largely the same this year as they were last year.
Author: United Benefit Advisors
Posted: July 22, 2014, 4:00 am
  • Top 100 Companies To Work For

    For the 6th year in a row, Davidson Benefits Planning has been honored as “100 Best Companies To Work For” by Oregon Business. We believe business success starts with a terrific culture.

  • Community

    Community and culture are very important to us. Throughout our years in business we have earned a strong reputation for giving back to the community. Many charitable and civic organizations have benefitted from our time and contributions.

  • UBA Member

    Our longtime membership with United Benefits Advisors provides us access to the shared extensive knowledge of the nation’s premiere independent benefits firms.

  • What They Are Saying

    We don’t want to toot our own horn too much, so we’ll let the clients do the talking. Checkout what they are saying about Davidson Benefits Planning.

  • Check Out Our Team

    The highest levels of integrity, honesty and enthusiasm characterize our work. We provide a level of personal service which makes each customer feel as though they are our only customer. We bring all our collective experience, skills and passion together to solve the benefit puzzle for our clients.

What others  are saying about us…

“DBP has been a great partner. They are client focused and provide such detailed services and one on one attention, like they function line an extension of our HR department, which helps us out tremendously.”

Stacia BirdSenior Director of Human ResourcesCraft Brew Alliance, Inc.

“Davidson Benefits Planning has been a trustworthy and reliable source of guidance and service throughout out relationship with them. The scope and depth of their expertise sets them apart and has provided a full range of reliable direction in all aspects of our benefits program.”

Director of HRDirector of Human ResourcesBowen Property Management