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Office Solutions consistently strives to offer the best possible value and service available in their comprehensive benefit program. The following supplemental benefits are offered to the employees to further enhance access to a full complement of benefit plans.
Company Medical Clinic
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Sunrise Medical offers a walk-in patient program. If you need urgent care, or you are under 90 days of employment or part-time, Office Solutions employees may seek immediate walk-in care or Telemedicine visit for $80.
If medication is needed, your copay to fill a prescription is only $15, cash only. You will also receive a 20% discount off of the price of any medical procedure. This program is only valid for employees of Office Solutions. See HR for an authorization slip. |
Sunrise Medical *Anaheim Location*
Phone: 714-970-0911 5475 E. La Palma Ave. Suite #100 Anaheim, CA 92807 Weekday Hours: 7:00am to 7:00pm, Monday – Friday Weekend Hours: 9:00am to 5:00pm |
401(k) Plan, Contract No. 21705, Contract Access Code/Pin No. 586124
Summary Plan Description |
All full-time and part-time employees are eligible for the 401(k) plan once you have completed one full year of service. The 401(k) plan allows you to save for your future and retirement. The plan is offered through John Hancock USA.
For information on using their online enrollment system, including detailed information regarding retirement planning, please click here. |
401(k) Contact Information
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Questions on how to enroll?
Carrier: John Hancock https://www.jhancockpensions.com Account Representative: Emily Barbour Phone: 1-800-333-0963 option 2 ext. 823173 Fax: 1-866-377-8846 (Enrollment Forms) Fax: 1-866-377-9577 (All Other Documents) Email: Emily_Barbour@jhancock.com Contract No. 21705 Contract Access Code/Pin No. 586124 Please click here for a document on accessing John Hancock Services. To access the Loan Request Form, please click here. 
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Questions on how to invest?
401(k) Plan Broker: Helen Seestadt, CFP®, Arthur J. Gallagher & Co. 4100 Newport Place Drive, Suite 650 Newport Beach, CA 92660 Direct: 949-222-3471 helen_seestadt@ajg.com Assistant: Trevor Ngo Direct: 949-222-3478 Trevor_Ngo@ajg.com Web: www.ajg.com 
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For those interested in learning more about their retirement options, planning, etc., please see the links below.
These are recorded webinars and a podcast series for your listening pleasure, hosted by Trevor Ngo with Gallagher (our 401k brokerage).
Each link will take you to a webinar that is under 1 hour long – in fact, most are 40 minutes in length.
Feel free to listen during a lunch hour or at home for great educational advice on saving for your retirement, budgeting basics, etc.
These are recorded webinars and a podcast series for your listening pleasure, hosted by Trevor Ngo with Gallagher (our 401k brokerage).
Each link will take you to a webinar that is under 1 hour long – in fact, most are 40 minutes in length.
Feel free to listen during a lunch hour or at home for great educational advice on saving for your retirement, budgeting basics, etc.
Gallagher Participant Webinars (“Getting Better with Gallagher Financial Wellbeing”)
- Envisioning your retirement (March 2021)
- Retirement Planning Basics (March 2021)
- Considerations when filing your 2020 Taxes (February 2021)
- Money Mindsets & Micro-Resolutions (January 2021)
- Put a bow on it! Join us for a recap of 2020’s top financial wellbeing lessons. (December 2020)
- Leftovers and Seasonal Spending: Tips for Staying Financially Healthy During the Holidays (November 2020)
- Open Enrollment Decisions & Your Financial Wellbeing (October 2020)
- Financial Fear Factors Part 2 (September 2020)
- Financial Fear Factors Part 1 (August 2020)
- How to conduct a Mid-Year Financial Wellness Check-Up (July 2020)
- Balancing the life you live today with your future financial needs (June 2020)
- How to Assess your Personal Finances in Response to COVID-19 (May 2020
Gallagher "Finding Financial Stability" Podcast Series
Section 125 Cafeteria Plan
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This plan allows you to pay for your insurance premiums, certain health care expenses and dependent care expenses with pre-tax dollars. It is offered through American Fidelity Assurance Company.
Employees: Here is a link to your benefits page at American Fidelity. http://benefits.americanfidelity.com/officesolutions The site provides details on your American Fidelity benefits and services, interactive calculators and videos, plus helpful contact information. 
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Contact: Wendy Curran
Sr. Executive Account Manager Cell phone: 951-237-3258 Wendy.Curran@af-group.com You may download voucher forms at www.afadvantage.com. Phone: 1-800-437-1011 |
REACH - Employee Assistance Program
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This program is available from your first day at Office Solutions and is provided by the company at no charge to you and your eligible family members. REACH provides access to professional counselors 24/7 via a toll-free number when you seek confidential help for a variety of work/life challenges.
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Credit Union Membership
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To join Financial Partners Credit Union, visit the link below to create an online account:
https://fpcu.org/office-solutions Questions? Contact them directly using their contact information on the right. |
Financial Partners Credit Union(FPCU)
Jason Veazey Branch Manager Phone: 714-671-2501 jveazey@fpcu.org 2435 E. Imperial Hwy, Suite F Brea, CA 92821 800-950-7328 www.fpcu.org ***JOIN NOW*** All employees are eligible!!! |
Give to our chosen charity, the City of Hope
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Contribute to the City of Hope via payroll deductions - you decide the amount! Contact Michelle Marsh at ext. 239 to get started or for more information. In addition, you may click on the attached link to access the City of Hope:
Please click here to access a pledge form to make your contribution. Please submit your completed form to Human Resources. |
Questions?
For questions about claims, please click on Important Plan/Contract Information under the appropriate line of coverage for the customer service contact number.
For questions regarding plan eligibility, benefits or enrollment forms, contact Thomas Lambert at Ashbrook Clevidence.
Phone: (714) 979-4023
Fax: (714) 979-2809
Email: TomL@aclevidence.com
We thank you for the opportunity to be of service to you and your family!
For questions regarding plan eligibility, benefits or enrollment forms, contact Thomas Lambert at Ashbrook Clevidence.
Phone: (714) 979-4023
Fax: (714) 979-2809
Email: TomL@aclevidence.com
We thank you for the opportunity to be of service to you and your family!
