Door 2 / independent administrator
Payroll-tax structure worth a look.
For private employers with 20+ full-time W-2s. An independent administrator presents a §125 tax-advantaged benefits review that can sit alongside existing major medical; your CPA is the gate.
The review
A tax-advantaged benefits review.
- Structured under §125. Your CPA is the gate.
- Presented by an independent administrator and able to sit alongside existing major medical.
- The specialist runs the payroll analysis; the employer decides with their CPA.
The boundary
What Bouldin I/O does not do.
We do not administer the plan, run payroll codes, or give tax, legal, or ERISA advice. Tax results go to your CPA, not to us.
The program
What the program includes
For employees and their families, the program offers care access and practical support beyond a clinic visit.
- 24/7 virtual primary and urgent care
- Unlimited virtual counseling
- Access to generic medications
- Dental discounts
- Vision care discounts, glasses, and contacts
- Discounted labs, imaging, and procedures
- Wellness coaching, nutrition, and stress-management support
The employer side
For the employer
The benefits program keeps the employer's current setup in place while taking care of the coordination around the offer.
- Existing benefits stay in place; nothing is ripped out.
- The employer keeps their existing broker.
- No need to wait for an open enrollment window.
- Enrollment, communication, and compliance are handled for the employer.
- Existing major medical stays alongside the program.
- The program helps support retention and morale.
Existing coverage and the existing broker stay in place, and nothing needs to wait for open enrollment.
Payroll Review — 15 minutes
Weekday mornings, starts hourly on the hour, first 8:00am, last 12:00pm, Mountain Time.
A 15-minute call on a §125 tax-advantaged benefits review, presented by an independent administrator that works alongside your existing major medical. Your CPA is the gate, and tax results go to them, not to us. We set the meeting. The specialist presents. We do not administer the plan, run payroll codes, or give tax, legal or ERISA advice.
Book Payroll Review — 15 minutes