CONTACT INFORMATION THE STAFF AT O.C.A.

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1 CONTACT INFORMATION Contribution Billing (reports/inquires) All information relating to Contribution Billing (i.e. reports, confirmations, inquiries, etc.) should be sent from and to this address rather than a specific individual. This will ensure timely processing and responses, thus minimizing delays when someone is out of the office. Claims Processing (claims/inquires) claims@oca125.com For folks choosing to - rather than fax or use the online web portal or mobile app methods of remitting claims should send them directly this rather to a specific individual. This will ensure a timely response and minimize delays when someone is out of the office. Enrollments, Changes in Status, Terminations (forms/inquires) ect@oca125.com All new enrollments, changes in status and termination forms should be either faxed to 609/ or ed to this address rather to a specific individual. This will ensure timely processing and responses, thus minimizing delays when someone is out of the office. THE STAFF AT O.C.A. Courtney Brower (extension 15) cbrower@oca125.com Courtney is a COBRA Administrator. In addition to processing election forms and participants' monthly payments, Courtney also assists with answering questions related to COBRA. She is also responsible for service. Courtney also assists our COBRA clients with navigating our secure online web portal MyRSC.

2 Robert Christian (extension 11) Robert is our Operations Manager whose primary focus is maintaining and improving all aspects of our system s operations and internal processes. With a background in IT, he works closely with our licensed software vendor to counsel and assist in implementing improvements, as well as resolving all high level issues for our clients. Robert also conducts some of our training programs, including the MyRSC web based data system. Tiana Davis (extension 23) tdavis@oca125.com Tiana is our Receptionist whose primary function is serving as the forefront of O.C.A. She assists our clients with common questions and ensures our clients are directed to the best person suited to assist in our clients' needs. Tiana is also integral to the O.C.A. team by assisting with many facets of our daily operations. Chrissy Hibbs (extension 21) chibbs@oca125.com Chrissy is our COBRA Manager responsible for all aspects of the administration and communication of COBRA services. She works closely with the Brokers and our mutual clients during implementation. She continues to foster those relationships through training on the intricacies of COBRA and the usage of our on-line web portal for the plan administrator. In addition, Chrissy is responsible for executing all Change of Status, Debit Card and Direct Deposit forms, as well as future enrollments (excluding initial set-up) received for all lines of service. Ross Honig (extension 18) rhonig@oca125.com Ross is Vice President, Business Development. He is responsible for sales and provides guidance for new business with respect to each line of service O.C.A. Benefit Services offers. This includes on-site visits with the client, conducting enrollment meetings with employee base, as well as working as a liaison between the client, the broker and us to keep an open gateway of communication. Ross also serves as a point of contact to those in need of HSA assistance (whether to set-up a new account, assistance on an existing account or general information).

3 Stephen Honig (extension 10) As President of our organization, Steve is responsible for all day-to-day activities, as well as the initial sale of new business with respect to each line of service O.C.A. Benefit Services offers. He also conducts onsite training seminars, including employee enrollment meetings, as well as maintaining accessibility to our clients in an effort to exceed a client s level of service expectations. Steve also serves as a point of contact to those in need of HSA assistance (whether to set-up a new account, assistance on an existing account or general information). Mary Keck (extension 16) mkeck@oca125.com Mary is a COBRA Administrator. In addition to processing election forms and participants' monthly payments, Mary also assists with answering questions related to COBRA. She is also responsible for services. Mary also assists our COBRA clients with navigating our secure online web portal MyRSC. Coleen Keefe (extension 17) ckeefe@oca125.com Coleen is an Accounts Receivable Associate whose primary responsibilities involve billing and collections for all lines of service. She handles all remitted payments for internal processing, including our monthly EFT drafts. Coleen also assists our clients with any inquiries regarding open balances, invoices, general account questions or assistance with any adjustments/credits that may need to be applied. David Klinck (extension 22) dklinck@oca125.com David serves as our Implementation Specialist and is responsible for the creation of Plan Documents, educational materials, and distribution of all initial materials and follow-up throughout the initial process for a new organization. He is also responsible for conducting all aspects of on-line training for utilization of our on-line web portal MyRSC. Additionally, David handles the implementation of mid-year plan design amendments, as well as generating utilization reports. Monica Klinck (extension 20) mklinck@oca125.com Monica is a Claims Analyst responsible for adjudicating and processing claims received either via fax, mail or on a daily basis, she also serves as a point of contact for our clients needing assistance with common questions relating to claims, reimbursements, etc. Monica is integral in conducting audits when necessary, as well as solving issues involving reimbursement payouts, pay provider or EFT options.

4 Joanne Kuczynski (extension 37) Joanne is our Compliance Administrator who is responsible for implementing and conducting all facets of 5500 reporting and discrimination testing at the request of our clients. She also works directly with the broker community to navigate the needs in the developing a Wrap Document to assist our clients with meeting the demands imposed in today s world of increasing compliance requirements. Elizabeth Lamartine (extension 24) elamartine@oca125.com Elizabeth is a Client Service Representative whose primary function is to serve as a point of contact for our FSA clients with respect to Contribution Billing Reports. The Contribution Billing Reports are essential to ensure the accuracy of a company s payroll and O.C.A. s records relating to appropriate and timely claim reimbursements. She is also responsible for processing Enrollment/Change/Termination, Debit Card and Direct Deposit forms relating to FSA. Elizabeth also assists our clients with their day-to-day inquiries relating to claims, reimbursements, debit cards, etc. Josie Mannino (extension 32) jmannino@oca125.com Josie is a Client Service Representative whose primary function is to serve as the main point of contact for our client's employee base in answering questions relating to claims, reimbursements, debit card transactions, functionality of an implemented plan and other common questions. Having the ability to speak Spanish, Josie also assists with translating for our Spanish population. She is also responsible for facilitating all aspects of HSAToday. Jennifer Marino (extension 13) jmarino@oca125.com As HR Director, Jennifer is not only responsible for all internal Human Resource functions including managing our staff and internal processes, but she is also the point person for our Key Account groups. This includes working with the Client and their Broker to resolve any conflicts, provide training on all facets of the services being provided and/or our secure web portal MyRSC, and conduct high level audits when needed. Jennifer also serves as the point person for all global communications with respect to company procedures, regulation updates, system outages and other communications.

5 Patrick Moran (extension 25) Pat is a Claims Analyst whose primary function is to adjudicate and process claims received either via fax, mail or on a daily basis. He also assists in the processing of Enrollment/Change/Termination, Debit Card and Direct Deposit forms received for all lines of service. Victoria Solia (extension 38) vsolia@oca125.com Vicki is a Client Service Representative whose primary function is to serve as the main point of contact for our client's employee base in answering their questions relating to claims, reimbursements, debit card transactions, functionality of an implemented plan and other common questions. Kevin Walker (extension 14) kwalker@oca125.com Kevin is a COBRA Administrator. In addition to processing election forms and participants' monthly payments, Kevin also assists with answering questions related to COBRA. He is also responsible for services. Kevin also assists our COBRA clients with navigating our secure online web portal MyRSC.