Business Details
Trusted Employee Benefits Consulting Services
StoneTapert Insurance Services has been dedicated to transforming employee benefits consulting for over six decades. Our approach centers on creating tailored programs that address both employer objectives and workforce needs, ensuring long-term organizational success. With a legacy built on reliability and innovation, we serve businesses nationwidefrom startups to established corporationsthrough personalized solutions that enhance workplace dynamics. Our partnership with Benefits America, one of Southern California's leading employee benefits brokerages, amplifies our ability to deliver competitive rates and exclusive carrier access.We combine advanced technology with hands-on expertise to streamline benefits administration, compliance, and HR support, positioning us as a trusted partner in workforce well-being. Our team prioritizes proactive problem-solving and transparent communication, ensuring clients receive customized strategies that align with evolving industry standards and employee expectations.
Services
Employee Benefits Consulting
HR Support Services
Compliance Administration
Health Insurance Solutions
Retirement Program Consulting
Claims Management
Wellness Programs
Medicare Supplements
Self-Funded Plan Design
PEO Consulting
Highlights and features
- We offer 60+ years of experience in employee benefits consulting and insurance solutions.
- Our partnership with Benefits America provides exclusive carrier access and competitive pricing.
- We specialize in compliance administration for federal and state mandates, including ACA reporting.
- Our HR Expert Resources include live support, training, and technology for enrollment and compliance.
- We serve employers nationwide, from startups to organizations with 2,500+ employees.
Services
Employee Benefits Consulting
We design customized employee benefits programs tailored to employer goals and workforce needs. Our consultants analyze organizational dynamics to recommend healthcare, retirement, and voluntary benefits solutions that enhance employee retention and compliance. With access to premier carriers through our Benefits America partnership, we deliver cost-effective programs for businesses of all sizes.
HR Support Services
Our HR resources include live expert guidance, compliance documentation, and technology platforms for enrollment and reporting. We provide tools to manage day-to-day HR challenges, from onboarding to regulatory compliance, ensuring employers maintain efficient operations while reducing administrative burdens through integrated digital solutions.
Compliance Administration
We help employers meet federal and state mandates through ACA tracking, COBRA administration, and ERISA reporting. Our team ensures accurate Form 5500 filings, summary plan descriptions, and timely updates on legislative changes, minimizing penalties and streamlining compliance processes for organizations nationwide.
Health Insurance Solutions
We offer fully insured and self-funded health plans, including Super Benefits programs with no deductibles or co-pays. Our solutions cover medical, dental, vision, and Medicare supplements, tailored to employer budgets while addressing employee wellness and generational healthcare needs through innovative coverage options.
Retirement Program Consulting
We develop retirement benefits strategies, including 401(k) plans and lifestyle accounts, designed to meet employer contribution goals and employee financial security. Our consulting services cover plan design, vendor selection, and compliance with IRS regulations to ensure long-term sustainability.
People
Chuck Tapert
Chief Executive Officer
Chuck Tapert leads StoneTapert Insurance Services with decades of experience in employee benefits consulting. He drives strategic growth while maintaining a client-centric approach to benefits program development.
Matt Tapert
Vice President
Matt Tapert oversees operational strategy and client relations at StoneTapert. His expertise in benefits administration and compliance ensures employers receive tailored solutions aligned with regulatory standards.
LaJoi McClendon
Chief Operating Officer
LaJoi McClendon manages daily operations and technology integration at StoneTapert. She specializes in streamlining HR processes and enhancing client experiences through innovative benefits administration platforms.
Don Tapert
Chairman of the Board
Don Tapert provides strategic oversight as Chairman, leveraging his extensive background in insurance and benefits consulting to guide StoneTapert's long-term vision and industry leadership.
Questions
What employee benefits services do you offer?
We provide customized health, retirement, and voluntary benefits programs, including compliance administration, HR support, and access to exclusive carrier networks through our Benefits America partnership.
Do you work with small businesses?
Yes, we serve employers of all sizes—from startups to organizations with 2,500+ employees—tailoring benefits solutions to meet their specific workforce and budgetary needs.
Are you licensed nationwide?
We are licensed in 43 states and provide services to employers across the U.S., with specialized expertise in California counties including LA, Orange, and Riverside.
How do you ensure compliance with regulations?
Our compliance services include ACA reporting, COBRA administration, Form 5500 filings, and real-time updates on federal and state mandates to keep your benefits programs fully compliant.
What is your Super Benefits Program?
Our Super Benefits Program offers plans with no deductibles or co-pays, covering first-dollar medical expenses while maintaining cost efficiency for employers and employees.
Reviews (7)
Nick Lawrence
Nov 29, 2021
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I have been getting calls for 10 years from spoofed numbers asking for "Chequitia Russell." After explaining to them thousands of times that they have the wrong number and that this is a business they still call trying to sell some type of insurance. The callers identified themselves as "Tapert Insurance Agency." After typing in Google this company pops up and they specified StoneTapert. Please stop with the ridiculous spam calls. Notice that almost all of their 5 star reviews are left by people with only 1 review.
Debra White
Sep 04, 2021
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What a great experience. Stone Tapert's amazing agent helped me navigate the Health Insurance options available to me. She made it very easy to find a plan that works best for me and I was very glad of the assistance. I was so impressed I've been recommending it to all my friends and family. Their online quoting and enrollment tools make it very easy to find the perfect plan and their customer support is second to none. I wish I could give more than 5 stars.
Ashley Selle
Sep 04, 2021
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I was under a very stressful moment trying to figure out my healthcare options once I turned 26. The agent I spoke with at StoneTapert was extremely knowledgeable and helpful in answering all of my questions. He got me set up as soon as possible, which made getting health insurance an easier process. Thanks StoneTapert for being quick & having all the answers I needed during this process!
Alison Mead DePew
Sep 03, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
These guys were wonderful at directing my sons efforts to find quality low priced health insurance. The policy he found is just the ticket and they were friendly and fast in the process. Highly recommend!!
These guys were wonderful at directing my sons efforts to find quality low priced health insurance. The policy he found is just the ticket and they were friendly and fast in the process. Highly recommend!!
Steve
Sep 01, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Very professional! These people are great at what they do, and very thorough. They helped me save money, find extra benefits, and keep my doctors all with a smile! I am very thankful that I discovered this company for my needs! You have a client for life! Thank you!
Very professional! These people are great at what they do, and very thorough. They helped me save money, find extra benefits, and keep my doctors all with a smile! I am very thankful that I discovered this company for my needs! You have a client for life! Thank you!
Jerome McCaddon Sr
Aug 31, 2021
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StoneTapert is a wonderful company that provides amazing service. They offer free assistance and are always available when I have a question for my health insurance or family Medicare questions. They are always available and answer on the first ring. If you have questions about your health insurance I highly recommend. They also have a great online tools to help you.
Megan Shelton
Aug 29, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Excellent service and professionalism! The agent I worked with was knowledgeable and took the time to really make sure I understood my new Medicare plan. She was able to find me a great deal with benefits that I didnt even know I qualified for! I look forward to working with her and this agency in the future.
Excellent service and professionalism! The agent I worked with was knowledgeable and took the time to really make sure I understood my new Medicare plan. She was able to find me a great deal with benefits that I didnt even know I qualified for! I look forward to working with her and this agency in the future.
