Broker Check

Employee Benefits

Managing Your Employee Benefits Plan so it doesn't Manage You

  • President's Club's Level Broker
  • Proprietary Funding and Wellness Options
  • Plan Analysis & Benchmarking
  • Human Resources & Compliance Advice

We leverage our extensive working relationships with major insurance carriers including Blue Cross, United, Cigna, Aetna, and Coventry to bring our clients the best rates and plan possible.  We are YOUR advocate.

We have been influential in bringing savings to our clients through self-funded, level-funded, fully-insured and consumer directed plan designs.  When looking for an employee benefits partner, you need to look beyond the typical broker and find one that can simply explain and effortlessly walk you through the best plan for your company's unique needs.

The Difference We Bring:

Pendleton Financial’s employee benefits professionals are specialists in the design, admin and management of employee benefits and retirement services. Our mission of creating a long-term sustainable benefits packages is accomplished with strategic planning and implemented with the following elements:

  • Claims Trends & Utilization Analysis
  • Renewal Support and Negotiation
  • Employee Benefits Newsletters
  • Customized Benefit Websites
  • Wellness Plan Design
  • Enrollment Services
  • Legislative Updates
  • HR Resources
  • Employee Education
  • Retirement Strategies
  • Actuarial Consulting
  • Compliance Reports
  • Contribution Strategy Consulting
  • Benchmarking and Forecasting
  • Employee Benefit Communication
  • Educational Workshops & Seminars

Employee Benefits Products:

  • Health Insurance (Medical)
  • Prescription Drug Plans
  • Dental & Vision Insurance
  • Short & Long Term Disability
  • Life Insurance
  • Long-Term Care Insurance
  • Health & Wellness Programs
  • Actuarial Consulting Services
  • Employee Assistance Programs
  • Voluntary Employee Benefits Programs
  • Flexible Spending, HRA & HSA
  • COBRA Services and Support


Pendleton Financial combines over 35 years of history with a modern approach to providing solutions to our clients' medical and supplemental benefit plans.