Experience

Matheson

• United States
• Truck Transportation
• 100 - 200 Employee

• Director of Benefits

  • Jan 2023 - Present

  California, United States Manage and lead the design, administration, and governance of all benefit programs across the organization while partnering with vendors and leadership to ensure optimal delivery. - Lead the administration of all benefit programs (including health & welfare, retirement plans, recognition, wellness program and voluntary plans) across Matheson, including developing and implementing policies and procedures to ensure consistent administration of programs. - Lead the evaluation of… Show more Manage and lead the design, administration, and governance of all benefit programs across the organization while partnering with vendors and leadership to ensure optimal delivery. - Lead the administration of all benefit programs (including health & welfare, retirement plans, recognition, wellness program and voluntary plans) across Matheson, including developing and implementing policies and procedures to ensure consistent administration of programs. - Lead the evaluation of benefit programs, including plan design, competitive trends to provide benefit options that attract and retain employees, remain cost-effective and in compliance with statutory requirements. - Research, design, and propose revised benefit offerings that align with the company’s strategy. - Lead RFP’s, vendor selection and implementation. - Collaborate across the company to ensure timely completion of benefits projects. Show less



Golden 1 Credit Union

• United States
• Banking
• 700 & Above Employee

• Benefits Manager

  • Jul 2020 - Dec 2022

  United States Responsible for the analysis, design, compliance, implementation and administration of all benefit plans, including 401k, leaves of absence, workers' compensation and health and welfare for 2,100 employees and retirees. Additional areas of responsibility include; budget, non-qualified retirement plan and wellness program. - Spearhead benefits coverage evaluation, negotiations with brokers and vendors, benchmarking, and cost analysis as well as policy and strategy implementation. -… Show more Responsible for the analysis, design, compliance, implementation and administration of all benefit plans, including 401k, leaves of absence, workers' compensation and health and welfare for 2,100 employees and retirees. Additional areas of responsibility include; budget, non-qualified retirement plan and wellness program. - Spearhead benefits coverage evaluation, negotiations with brokers and vendors, benchmarking, and cost analysis as well as policy and strategy implementation. - Implement new plans and/or changes to e listing plans by preparing announcement materials, plan summary documents and other media for communicating plans to employees and presentations to leadership. - Research, design, and propose new benefit offerings that align with the company's strategy. Lead RFPs, vendor selection, and implementation. - Developed and implemented new part-time health and welfare plans and rate structure to retain marketplace competitiveness and save healthcare costs. - Initiated RFP for a new company wide rewards and recognition program which resulted in a competitive, cost-effective plan. - Oversee preparation of Form 5500s, Summary Annual Reports and other federal and state compliance filings. - Ensure compliance with all regulatory requirements by maintaining a strict compliance schedule and continually assessing the company's benefit plans and processes. Show less



Pacific Maritime Association

• United States
• Maritime Transportation
• 700 & Above Employee

• Contract Benefits Manager

  • Jul 2019 - Jul 2020

  San Francisco Bay Area Accountable for the 401k Plan and working with Employer Trustees to manage, analyze and comply with all Longshoremen Contract benefits for 15,000 Longshoremen. - Investigate and resolve individual health and welfare appeals -Stay informed regarding new legislation and amend Plans as necessary -Lead Retirement Plan Committee with internal counsel and Vice President of Benefits -Prepare for and attend quarterly union Benefit Committee



Performance Food Group

• United States
• Food & Beverages
• 700 & Above Employee

• Corporate Benefits Supervisor

  • Jan 2017 - Mar 2018

  Centennial, Colorado Managed three Corporate Benefit Analysts Responsible for all H&W Plans, 401(k) plan and leave/disability for 15,000 associates across the US Reviewed, audited and approved all Plan's Summary Plan Descriptions Conducted analysis of acquisition's H&W Plans, defined contribution plans, any compliance issues and put transition plans into place. Managed PFG'S leave and disability programs including, implementing a new leave administrator. Reviewed and edited policies and procedures… Show more Managed three Corporate Benefit Analysts Responsible for all H&W Plans, 401(k) plan and leave/disability for 15,000 associates across the US Reviewed, audited and approved all Plan's Summary Plan Descriptions Conducted analysis of acquisition's H&W Plans, defined contribution plans, any compliance issues and put transition plans into place. Managed PFG'S leave and disability programs including, implementing a new leave administrator. Reviewed and edited policies and procedures to ensure compliance. Managed ACA tracking of 15,000 associates and 1095-C and 1094-C distribution in conjunction with third party administrator. Show less



Cache Creek Casino Resort

• United States
• Gambling Facilities and Casinos
• 300 - 400 Employee

• Senior Manager of Benefits and Risk

  • Sep 2011 - Jan 2016

  Brooks, California Direct the analysis, design, compliance and administration of all benefit plans, including 401(k), leaves of absence and health and welfare for 2,400 union and non-union employees. Additional areas of responsibility include; HRIS, Non-Qualified retirement plans, wellness program and new on-site medical center. ➢ Responsible for $38 million in annual spending; medical, dental, vision, self-insured reinsurance, network fees, and life insurance. ➢ Analyze Health Care Reform data and present design… Show more Direct the analysis, design, compliance and administration of all benefit plans, including 401(k), leaves of absence and health and welfare for 2,400 union and non-union employees. Additional areas of responsibility include; HRIS, Non-Qualified retirement plans, wellness program and new on-site medical center. ➢ Responsible for $38 million in annual spending; medical, dental, vision, self-insured reinsurance, network fees, and life insurance. ➢ Analyze Health Care Reform data and present design changes needed with multiple options to CEO, CFO and VP of Human Resources and then implement changes for 2014-2016 ➢ Monitor claims experience, vendor programs and cost of benefit plans for CEO, CFO and VP of Human Resources on a monthly and quarterly basis for Benefits Health Committee ➢ Make recommendations for plan design improvements and implement those changes ➢ Implemented a new on-site healthcare center for all employees and their spouses. Completed biometric testing on employees and spouses which enabled them to receive and wellness credit. Wellness budget went from $75k to $900k within six months allowing us to offer a wide variety of wellness programs. ➢ Prepared data and cost analysis for union negotiations; negotiated benefit plans and leave programs ➢ Review and edit policies and procedures to ensure compliance and best practices ➢ Manage 5 employees specialized in benefits ➢ Designed and implemented Kronos 8.0 benefits, leave programs and ACA tracking. ➢ Implemented new FSA and COBRA vendor as well as change in 3rd party administrator/network/reinsurance. ➢ Designed and implemented change in 401k and non-qualified plan administrators for plan of $75 million Show less



McClatchy

• United States
• Newspaper Publishing
• 500 - 600 Employee

• Employee Benefits Specialist

  • May 2010 - Aug 2011

  Sacramento, California Responsible for multiple projects, analyzing data and escalations of all self-insured health and welfare plans for 8,000 employees across the country. ➢ Conducted dependent audit for 6,500 benefits eligible employees and saved McClatchy Company $800,000 ➢ Conducted and designed annual open enrollment for 8,000 employees ➢ Implemented new FSA, HRA and Cobra vendor saving The McClatchy Company $300,000 ➢ Handled employee escalations on all health and welfare issues ➢… Show more Responsible for multiple projects, analyzing data and escalations of all self-insured health and welfare plans for 8,000 employees across the country. ➢ Conducted dependent audit for 6,500 benefits eligible employees and saved McClatchy Company $800,000 ➢ Conducted and designed annual open enrollment for 8,000 employees ➢ Implemented new FSA, HRA and Cobra vendor saving The McClatchy Company $300,000 ➢ Handled employee escalations on all health and welfare issues ➢ Participate on Health Care Reform Task Force team to develop next steps and determine long term health care strategy ➢ Responsible for health and welfare annual valuation Show less



Sacramento Regional Transit District

• Truck Transportation
• 100 - 200 Employee

• Benefits Manager

  • 2006 - 2009

  Sacramento, California Area Managed five benefit analysts, HRIS functions and all benefits administration and planning for 1,200 salaried and union employees in addition to 450 retirees. Including: Medical and dental plans, FSA and COBRA, Life and AD&D, long-term disability, FMLA/CFRA, 457b plan and two defined benefit pension plans. ➢ Initiated five RFP's for two defined benefit pension plans - annualized savings $600,000 ➢ Perform plan reviews, research impact of new legislation on plans, review contracts for… Show more Managed five benefit analysts, HRIS functions and all benefits administration and planning for 1,200 salaried and union employees in addition to 450 retirees. Including: Medical and dental plans, FSA and COBRA, Life and AD&D, long-term disability, FMLA/CFRA, 457b plan and two defined benefit pension plans. ➢ Initiated five RFP's for two defined benefit pension plans - annualized savings $600,000 ➢ Perform plan reviews, research impact of new legislation on plans, review contracts for legal compliance ➢ Responsible for preparing annual rate increases for open enrollment and HRIS systems ➢ Resolve escalated benefit issues including handling all union grievances for the benefits department ➢ Lead five Retirement Boards to hold quarterly and special meetings, resolve pension plan issues and vote on items brought before them ➢ Redesigned and documented all benefit processes resulting in more efficient and standardized administration across the department ➢ Collaborated with IT to resolve data discrepancies for all employees and retirees and develop new data entry processes for HRIS Analyst to improve data integrity Show less



Intel Corporation

• United States
• Semiconductor Manufacturing
• 700 & Above Employee

• Benefits Program Manager

  • Aug 1998 - Aug 2001

  Folsom, CA Responsible for the daily program management of the Intel Retiree Medical Plan, Supplemental Employee Retirement Account Program, Medex - International Traveler Emergency Plan, CIGNA International Medical Plan for Expatriates and their dependents and the Dependent Care Assistance Program. ➢ Responsible for the Intel Retiree Medical Plan that insured 3,000 retirees and their dependents including; Summary Plan Description updates and distribution, resolving daily escalated retiree medical… Show more Responsible for the daily program management of the Intel Retiree Medical Plan, Supplemental Employee Retirement Account Program, Medex - International Traveler Emergency Plan, CIGNA International Medical Plan for Expatriates and their dependents and the Dependent Care Assistance Program. ➢ Responsible for the Intel Retiree Medical Plan that insured 3,000 retirees and their dependents including; Summary Plan Description updates and distribution, resolving daily escalated retiree medical claim issues, working with Intel's system group to ensure accurate data transfers to plan providers, conduct annual negotiation with suppliers on rate increases, craft Open Enrollment communication to retirees and manage distribution of materials. ➢ Responsible for the Supplemental Retirement Account Program including; ensuring accurate service credit calculations in Intel's HRIS, document bridge of service credit calculations and manage administration of policies, annual edits to Summary Plan Description and other collateral communication material, provide analysis on possible changes and alternatives to Plan to provide a better tool for retirees to use money towards retiree medical premiums such as retiree medical spending accounts. ➢ Managed the International Traveler Emergency Plan administered by MEDEX Corporation. Conducted annual rate negotiations, provided traveling employees with information regarding plan on intranet, handled escalated issues regarding payment or services provided abroad as well as serve as the 24 hour, seven day a week emergency contact for authorization of Intel funds being used. ➢ Managed the CIGNA International Medical Plan for Intel Expatriates and their dependents. Conducted annual rate negotiations, wrote separate Summary Plan Description for plan and oversaw distribution to Expatriates, handled daily escalated claim payment issues and coverage issues abroad.

• Benefits Program Manager

  • Aug 1998 - 2001

  Folsom, CA Responsible for the smooth integration of 4,000 acquired employees across the country into Intel's health and welfare plans, company compensation structure, HR policies and procedures and staffing concerns. ➢ Managed the integration of 27 acquisitions (4,000 employees), including filing of 5500's by working with Arthur Andersen, implementing successful transition of care plans, delivering bonuses to employees due to increases in employee contributions and less desirable medical plan network… Show more Responsible for the smooth integration of 4,000 acquired employees across the country into Intel's health and welfare plans, company compensation structure, HR policies and procedures and staffing concerns. ➢ Managed the integration of 27 acquisitions (4,000 employees), including filing of 5500's by working with Arthur Andersen, implementing successful transition of care plans, delivering bonuses to employees due to increases in employee contributions and less desirable medical plan network access. ➢ Worked with Intel management and acquired company management to provide reports and recommendations on integration issues including; selection and implementation of new health plans, terminating all previous health plans, COBRA participants, 401K plan termination vs. merge and new enrollment, run out period analysis for health and dental plans as well as flexible spending accounts. ➢ Led the Request for Proposal (RFP) process to select suppliers for new health plans in acquired company locations (as needed).. ➢ Responsible for the management and administration of separate health plans for one acquired company with 1,200 employees in the Sacramento area including; reviewing and signing medical and dental plan contracts, working with Intel systems group to set up these plans and employee deductions in Intel's HRIS and payroll systems, providing training for employees regarding their benefits at Open Enrollment, crafting communication materials for employees and internal Intel HR employees regarding benefit plans. Then managed the effort to integrate these 1,200 employees over to Intel's health and welfare plans after two years of keeping separate plans.