Business Details
25 Years
experience
Your Trusted Insurance and Retirement Partner in Brier, WA
Coordinated Benefit Plan has been a trusted leader in employee benefits, insurance, and retirement planning for over 30 years. Our commitment to excellence is rooted in personalized service, ensuring every client receives tailored solutions that align with their unique needs. We specialize in simplifying the complexities of health insurance, empowering businesses and families to make informed decisions with confidence. Our team combines deep industry expertise with responsive communication, fostering long-term relationships built on trust and transparency. For 24 years, we have served companies of all sizes across Washington state, delivering value through innovative retirement plans and comprehensive insurance coverage.Our approach emphasizes proactive follow-up and clear guidance, ensuring clients navigate the insurance landscape with ease. We pride ourselves on staying ahead of industry changes, including ACA compliance and state-specific regulations, to provide up-to-date advice. Our dedication to client satisfaction has resulted in enduring partnerships, as evidenced by testimonials highlighting our reliability and expertise. Whether youre a small business owner or an individual seeking coverage, we are committed to being your partner in securing a stable financial future.
Services
Health Insurance
Retirement Plans
Group Plans
Individual Plans
Defined Contribution Plans
Details
- Year established: 2001
Highlights and features
- We have 24 years of experience in health insurance and retirement planning.
- Our team provides personalized attention to each client.
- We prioritize responsiveness and clear communication.
- Our expertise spans Washington state regulations and ACA compliance.
- We offer tailored solutions for businesses of all sizes.
What people say
Great
Responsive
Cleared up
Appreciate all he has done
Services
Health Insurance
We provide comprehensive health insurance solutions for individuals and businesses, ensuring compliance with state and federal regulations while optimizing coverage and affordability. Our team guides clients through plan selection, emphasizing preventive care and preexisting condition support. With access to multiple carriers, we tailor options to fit diverse healthcare needs and budgets.
Retirement Plans
We design employer-sponsored retirement plans, including 401(k)s and profit-sharing programs, to attract talent and secure employee futures. Our expertise covers plan design, compliance, and investment strategies to maximize benefits for both employers and employees. We simplify complex structures like defined contribution plans to ensure clarity and long-term success.
Group Plans
Group plans offer tailored insurance solutions for businesses with one or more employees, providing richer benefits than individual plans. We analyze demographics and budget goals to recommend cost-effective options, including dental and vision coverage. Our support spans enrollment, carrier selection, and ongoing management to ensure seamless implementation.
Individual Plans
Individual plans cater to self-employed individuals and families, with premiums based on age and location. We compare carriers like Regence Blue Shield and Kaiser Permanente to find affordable coverage matching personal health needs. Our guidance ensures clients understand trade-offs between premiums, networks, and benefits.
Defined Contribution Plans
Defined contribution plans, including 401(k)s and profit-sharing arrangements, allow tax-advantaged retirement savings. We assist with setup, compliance, and employee education to optimize participation and growth. Our approach balances employer contributions and employee investment choices for flexible, scalable solutions.
People
Pat Conroy
Founder
Pat Conroy has led Coordinated Benefit Plan for over 24 years, building trusted relationships through responsive service and expertise in health insurance and retirement planning. Clients praise his ability to resolve issues promptly and provide clear guidance.
Sara Coulter
Consultant
Sara Coulter brings specialized knowledge in health insurance and retirement solutions, supporting clients with personalized advice and efficient implementation. Her collaborative approach ensures businesses and families receive comprehensive, tailored plans.
Questions
What types of insurance plans does CBP Washington offer?
We offer health insurance, retirement plans, and group coverage for businesses, along with individual plans tailored to personal needs and budgets.
How are rates determined for group plans?
Group plan rates depend on demographics like employee age, home zip codes, and the number of dependents covered.
Do you serve businesses of all sizes?
Yes, we work with companies from one employee up, providing scalable solutions that meet Washington state regulations.
Can individuals purchase coverage directly through CBP?
Yes, we help individuals and families find ACA-compliant health plans from carriers like Regence Blue Shield and Kaiser Permanente.
What retirement plan options do you support?
We assist with 401(k)s, profit-sharing plans, SEPs, and other defined contribution structures to suit business and employee needs.
Reviews (1)
Stephen Vaughan
Feb 13, 2022
Report
Do not use this company! I filed a claim on Oct 19, 2022 and I still haven't heard from them and cannot get my claim processed. AVOID!
