40 Cutter Mill Road, Suite 405 • Great Neck, NY 11021

Employee Benefits Consulting & Support

Why Stockbridge?

As your trusted advisor, Stockbridge understands and supports your complex business needs and provides seamless service from start to finish.

Your Single Point of Contact

Many employers struggle to balance employee health benefits with the bottom line and many brokers try to sell benefits products based solely on competitive pricing. Although pricing is one of the most important factors weighing on your decision and we always work diligently to secure the best possible price, we also believe that having a single point of contact is vital to successfully managing your employee benefits program.


Working with the knowledgeable and experienced professionals at Stockbridge has made my job much easier! Always prompt, always proactive, and always a pleasure to deal with.

Vice President, Alstate Process Service Inc.

Your Benefits Advocate

With in-depth knowledge of the market and proven experience in balancing competitive benefits programs with the bottom line, Stockbridge Resources offers excellent value while also supporting the full scope of your business needs. We thoroughly analyze the market and skillfully negotiate on your behalf and in the best interest of your employees and company.

Our Proven Track Record

Formed in 1998 as the benefits arm of Stockbridge Risk Management, Stockbridge Resources has developed a reputation for being one of the top-rated boutique firms with outstanding client retention.
We deliver the highest-quality benefits consulting and broker services, resulting in customized programs that meet the unique needs of each client. Our wide range of clientele spans a variety of industries and company sizes, and our employee benefits specialists have tenure spanning from 9 to 40 years.
I sometimes have to remind myself Stockbridge is not on our payroll—that’s how amazing they are; truly a gift of whom I’d recommend without pause.
Director of People and Culture, Ian Schrager Development

Our Service & Compensation Model

We offer a variety of employee benefits services on a commission or fee basis with the option to include account management.
Account Management Services
As your consultants, we help you develop multi-year plans to control costs and navigate the ongoing intricacies of employee benefits, including:

  • Guiding the implementation process of installing a benefits administration system
  • Resolving claims issues, denied claims & employee pre-authorizations
  • Determining eligibility
  • Leading & managing renewals

We also provide a complimentary HR resource with up-to-date and legally approved documents, including:

  • Family & Medical Leave Act (FMLA)
  • Paid Family Leave (PFL)
  • Disability Benefits Law (DBL)
  • Total compensation statements
  • Legislative initiatives
  • Affordable Care Act (ACA)
  • Performance reviews
  • Online/Live HR Resource
Employee Communication & Education
As your expert resource, we help you develop a benefits education strategy and communicate it effectively so that your employees are informed, supported, and empowered to utilize their benefits with ease, including:

  • Developing customized employee communication materials (benefits updates, contribution changes, new coverage offerings …)
  • Planning, facilitating & attending onsite & web-based employee open-enrollment meetings
  • Distributing detailed benefits materials
  • Answering employee questions/concerns
Plan Design & Marketing
As your experienced consultants, we help you analyze the ever-changing benefits landscape and offer creative strategies to outperform your competitors and attract and retain top talent, including:

  • Determining financial & design objectives
  • Developing RFPs (Request for Proposal)
  • Reviewing & analyzing current benefits certificates
  • Analyzing plan utilization & renewal calculation
  • Presenting multiple product recommendations & funding alternatives
  • Negotiating with insurance carriers for most competitive pricing
  • Developing & implementing programs that align benefits with business goals
  • Assisting with budgeting & contribution scenarios
Product Offerings
As proven industry leaders, we offer a variety of benefits products that meet the unique needs of each client. Our experienced team has cultivated excellent relationships with top-rated vendors to ensure the best possible offerings and price for our clients, including:

  • Medical
  • State Mandated Benefits
  • Dental
  • Flexible Spending Accounts (FSA)
  • Vision
  • Commuter Benefits
  • Executive Benefits
  • Life Insurance
  • Long-Term Disability Insurance
  • Short-Term Disability Insurance
  • Employee Assistance Program (EAP)
  • Health Reimbursement Accounts (HRA)
  • Worksite Voluntary Products
  • Benefits Administration
  • COBRA Administration
  • Health Savings Accounts (HSA)
As your knowledgeable experts, we support you in adhering to complicated compliance regulations by providing the resources and experience you need to navigate this overwhelming area of employee benefits management, including:

  • HIPAA Compliance
  • COBRA Administration Guidelines
  • Employee Retirement Income Security Act (ERISA)
  • Summary Plan Description Requirements
  • Affordable Care Act (ACA) Requirements
  • Summary of Benefits & Coverage (SBC) Distribution
  • Medicare Part D Creditable Coverage Disclosures
  • Form 5500 Requirements
Wellness Programs

With well-established vendor relationships, we assist in the design of wellness programs that can help improve health, morale, and productivity. We’re skilled at negotiating the best possible price to meet the needs of your company. Your customized wellness program may include:

  • Health Screenings
  • Fitbit Competition
  • Onsite Healthy Snacks
  • Smoking Cessation Classes
  • Onsite Yoga
  • Employee Workshops
  • Health Risk Assessments
  • Weight Loss Competition
  • Health Fairs
  • Fitness Classes
  • Onsite Weight Watchers Meeting
  • Competition Prizes

When our organization needed to understand and assure the right coverage for our employees, we knew to turn to Stockbridge! Very knowledgeable staff who always had our best interest in mind. Stockbridge helped us find the best coverage and the best price.

Executive Director, Temple Beth El of Great Neck


The firm is very knowledgeable and provides a welcome resource. They are very responsive to our insurance needs and make a good business partner.

President, Global Industrial Services, Inc.

… thank you for your ongoing enthusiasm and expertise in providing full employee benefits … Not only has your expertise been a major reason we have maintained such a balanced program, but you have earned the respect of our employees in answering individual inquiries.

President — Firmdale Hotels USA

We’re Here for You

To answer your questions, provide expert solutions, and serve as a knowledgeable and responsive resource for your team.

How Can We Help?

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