How to Use
Download each company's spreadsheet, review their profile and strategic objectives, then use the ICHRA Masters platform to build a compliant plan design. Compare your approach against the objectives listed for each scenario.
Red Legal Partners
Red Legal Partners is a closely-held legal firm. The founders and key investors work alongside the crew of 157 on daily operations. They need a solution that clearly separates owner taxation from employee benefits.
Strategic Objectives
- 💰 Tax efficiency for S-Corp owners
- 🏆 Competitive benefits for non-owner staff
Frontier Resorts
Frontier Resorts is a growing hospitality business based in Florida. They have expanded significantly this year, reaching 55 full-time employees, and are reviewing their benefits strategy to ensure ACA compliance as an Applicable Large Employer.
Strategic Objectives
- 🛡️ Avoid 4980H penalties
- 💵 Cost-effective Minimum Value plan
- 📊 Streamline reporting
Titan Creative Agency
Titan Creative Agency is a modern digital marketing agency recruiting nationwide from their HQ in Phoenix, AZ. With 25 employees scattered across different cost-of-living areas, a one-size-fits-all premium contribution is failing.
Strategic Objectives
- ⚖️ Equitable benefits across regions
- 🌐 National network coverage
- 🎯 Recruit top remote talent