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RU Office Hours

A question and answer session on Zoom with Roundstone experts

RU-Logo-Horizontal

RU Office Hours

A question and answer session on Zoom with Roundstone experts

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Understanding Your Captive Performance Statement

So you’ve got your Captive Performance Statement for the quarter, but what does it all mean?

Dan Santora, Strategic Relationship Manager Team Lead for Roundstone, will host a special RU Office Hours session and walk through a sample Captive Performance Statement. Learn how to interpret critical information to see and understand how the Captive is performing.

The sample statement will be an anonymized snapshot; group-specific claims will not be shown.

You’ll learn:

  • How to understand and explain the Roundstone Captive Performance Statement
  • What the anticipated Captive distribution would be if the captive closed today
  • When the distributions are sent for each of the public captives

Roundstone Expert

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Dan Santora

Strategic Relationship Manager Team Lead

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Roundstone is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. We believe in always aligning with the employers’ best interests and remaining committed to our mission – quality, affordable healthcare, and a better life for all.

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