Business Details
50+ Years
experience
Trusted Employee Benefits Consulting Services
StoneTapert Insurance Services has been a trusted leader in employee benefits consulting for over six decades. Our legacy of excellence is built on a foundation of personalized service, industry expertise, and innovative solutions tailored to meet the unique needs of employers nationwide. We specialize in creating customized benefits programs that enhance workplace dynamics, foster employee well-being, and drive organizational success. Our team of seasoned professionals leverages advanced technology, strategic partnerships, and a deep understanding of federal and state regulations to deliver world-class service. With a focus on proactive problem-solving and transparent communication, we act as dedicated partners to our clients, ensuring their benefits programs align with both business objectives and employee needs. Our exclusive partnership with Benefits America amplifies our buying power while maintaining the personalized touch that defines our approach.From startups to established corporations, we serve a diverse range of industries, including manufacturing, professional services, and non-profits, across Los Angeles County, Orange County, Riverside County, San Bernardino County, and beyond. Our commitment to continuous improvement is reflected in our HR expert resources, compliance support, and cutting-edge technology solutions that streamline enrollment, reporting, and compliance. Recognized for our integrity and client-centric philosophy, we prioritize transparency, ethical practices, and measurable outcomes. By combining decades of experience with forward-thinking strategies, we empower employers to attract and retain top talent through comprehensive benefits programs that adapt to evolving workforce demands.
Services
Employee Benefits Consulting
Compliance Administration
Healthcare Solutions
HR Support Services
Retirement Programs
Claims Management
Wellness Programs
Medicare Supplements
Executive Benefits
Voluntary Benefits
Details
- Year established: 1965
Highlights and features
- We offer 60+ years of experience in employee benefits consulting.
- Our personalized approach combines industry expertise with innovative technology solutions.
- We serve employers nationwide with local market knowledge in Southern California.
- Our exclusive partnership with Benefits America provides competitive carrier rates.
- We provide comprehensive compliance support and HR resources for all business sizes.
Services
Employee Benefits Consulting
We develop customized employee benefits programs tailored to employer goals and workforce needs. Our consultants analyze business objectives, industry trends, and employee demographics to create comprehensive solutions that enhance retention and satisfaction. With expertise in healthcare, retirement plans, and voluntary benefits, we help employers navigate complex regulations while optimizing their benefits investments.
Compliance Administration
Our compliance services ensure employers meet federal and state mandates through proactive tracking and reporting. We provide ACA compliance, COBRA administration, and Form 5500 filing while keeping clients informed about regulatory changes. This service minimizes legal risks and penalties while maintaining accurate documentation for audits and employee inquiries.
Healthcare Solutions
We offer fully-insured and self-funded healthcare options with innovative Super Benefits plans that eliminate deductibles and co-pays. Our solutions include medical, dental, vision, and prescription coverage tailored to employer budgets. Through strategic carrier partnerships, we secure competitive rates while ensuring comprehensive protection for employees and their families.
HR Support Services
Our HR experts provide day-to-day guidance on employee onboarding, policy development, and benefits administration. We offer training programs, compliance documentation, and technology platforms that streamline enrollment and reporting processes. This support empowers employers to focus on core business operations while maintaining effective benefits management.
Retirement Programs
We design retirement plans that balance employer contributions with employee financial security. Our offerings include 401(k) plans, profit-sharing arrangements, and executive benefits packages. By analyzing business cash flow and workforce demographics, we create sustainable retirement solutions that attract talent and support long-term organizational goals.
People
Chuck Tapert
Chief Executive Officer
Chuck Tapert leads with decades of industry experience, driving strategic growth while maintaining client-focused service excellence across StoneTapert's operations.
Matt Tapert
Vice President
Matt Tapert specializes in expanding market reach through innovative benefits solutions, leveraging family legacy and modern consulting practices to serve diverse employer needs.
LaJoi McClendon
Chief Operating Officer
LaJoi McClendon oversees daily operations, ensuring efficient service delivery and implementation of StoneTapert's proprietary Navigator process for customized benefits programs.
Debbie Huggins
Director of Key Accounts
Debbie Huggins manages strategic client relationships, combining deep industry knowledge with personalized support to maintain long-term partnerships and client satisfaction.
Joann Montanez
Director of Finance
Joann Montanez directs financial operations, maintaining fiscal integrity and transparency in benefits program design and implementation across all client accounts.
Questions
What employee benefits programs do you offer?
We provide fully-insured and self-funded medical plans, retirement programs, voluntary benefits, wellness initiatives, and executive compensation packages tailored to employer needs.
How do you ensure compliance with regulations?
Our compliance team tracks federal and state mandates, offering ACA reporting, COBRA administration, and Form 5500 filing to maintain regulatory adherence.
Do you work with small businesses?
Yes, we serve employers of all sizes from 2 to 2,500 employees across manufacturing, professional services, and non-profit sectors.
What is The StoneTapert Navigator?
Our proprietary process evaluates business goals, workforce dynamics, and market conditions to create customized benefits programs with measurable outcomes.
How are you different from other brokers?
We combine 60+ years of experience with Benefits America's buying power while maintaining personalized service through local market expertise.
Do you offer HR support services?
Yes, we provide HR resources including policy development, compliance documentation, and technology platforms for streamlined benefits administration.
