CBIZResponse_Joplin School District Proposal_2018 - Final

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CONF I DENT I A L │ PAGE 37
Joplin Schools RFQ – Group Benefit Broker/Consultants
5. Provide at least three references for the broker services being proposed, including contact name and
phone number. Local governmental entity references are preferred compared to the size and geographic
of the District.
Olathe Unified School District #233
 Name: John Hutchison
 Address: 14160 Blackbob Road, Olathe KS 66063
 Phone Numbe
 Email Address:
 Years as consultant: 25 Years
Kansas City Unified School District #500
 Name: Dr. Kelli Mather
 Address: 2010 North 59 th Street, Kansas City KS 66104
 Phone Numbe
 Email Address:
 Years as consultant: 13 Years
Fort Osage R-I Schools
 Name: Jason Snodgrass
 Address: 2101 , Independence, MO 64058
 Phone Numbe
 Email Address:
 Years as consultant: 25+
6. What is the estimated percentage of clients that you have fully insured vs. self-funded in their group
health benefit program?
In the Kansas City office, approximately 30% are currently partial self-funded or in a risk participation arrangement
(contingent premium, maximum refund, Cost Plus, etc.). The percentage is significantly higher when reviewing the
employers over 500 employees as the option is more feasible. We routinely evaluate funding alternatives with each
client over 500 employees to determine the best fit based on their current situation and characteristics.