Capabilities Statement Link |
https://certify.sba.gov/capabilities/L79ANW7TE2U6
|
Phone Number |
860-550-0740
|
Fax Number |
-
|
E-mail Address |
carlos-fuentes@axiom-actuarial.com
|
WWW Page |
www.axiom-actuarial.com
|
E-Commerce Website |
http://www.axiom-actuarial.com
|
Contact Person |
CARLOS SANCHEZ-FUENTES
|
County Code (3 digit) |
001
|
Congressional District |
01
|
Metropolitan Statistical Area |
6480
|
CAGE Code |
6BXR6
|
Year Established |
2008
|
Accepts Government Credit Card |
No
|
Legal Structure |
LLC
|
Ownership and Self-Certifications |
Hispanic American, Other Minority Owned, Self-Certified Small Disadvantaged Business
|
Business Development Servicing Office |
RHODE ISLAND DISTRICT OFFICE (SBA office code 0165)
|
Capabilities Narrative |
Actuarial analysis in healthcare, pricing, product development, experience analysis, trend analysis,liabilities valuation, retirement consulting, GASB valuations, employee benefits,self-funding studies, reimbursement, reinsurance, mergers, acquisitions, underwriting,
risk,audits. See www.axiom-actuarial.com
|
Special Equipment/Materials |
NA
|
Business Type Percentages |
Service (100 %)
|
Keywords |
Actuarial analysis, healthcare, pricing, product development, experience analysis, trend analysis, valuation of liabilities, employee benefits, self-funding studies, reinsurance, mergers, acquisitions, underwriting, risk, audits, retirement consulting, GASB valuations, defined contribution compliance testing, pension fiduciary review, pension audit review, retiree medical valuations, term life consulting, dental consulting, vision consulting
|
Quality Assurance Standards |
(none given)
|
Electronic Data Interchange capable |
-
|
Current Principals
Name |
Carlos Sanchez-Fuentes |
Role |
President |
|
SBA Federal Certifications
SBA 8(a) Case Number |
C0068r |
SBA 8(a) Entrance Date |
2016-08-28 |
SBA 8(a) Exit Date |
2026-08-28 |
HUBZone Certified |
No |
Women Owned Certified |
No |
Women Owned Pending |
No |
Economically Disadvantaged Women Owned Certified |
No |
Economically Disadvantaged Women Owned Pending |
No |
Veteran-Owned Small Business Certified |
No |
Veteran-Owned Small Business Joint Venture |
No |
Service-Disabled Veteran-Owned Small Business Certified |
No |
Service-Disabled Veteran-Owned Small Business Joint Venture |
No |
Bonding Levels
Description |
Construction Bonding Level (per contract) |
Level |
$0 |
|
Description |
Construction Bonding Level (aggregate) |
Level |
$0 |
|
Description |
Service Bonding Level (per contract) |
Level |
$0 |
|
Description |
Service Bonding Level (aggregate) |
Level |
$0 |
|
NAICS Codes with Size Determinations by NAICS
Primary |
Yes |
Code |
541611 |
NAICS Code's Description |
Administrative Management and General Management Consulting Services |
Buy Green |
Yes |
|
Code |
524298 |
NAICS Code's Description |
All Other Insurance Related Activities |
Buy Green |
Yes |
|
Code |
541612 |
NAICS Code's Description |
Human Resources Consulting Services |
Buy Green |
Yes |
|
Code |
541720 |
NAICS Code's Description |
Research and Development in the Social Sciences and Humanities |
Buy Green |
Yes |
|
Export Profile (Trade Mission Online)
Exporter |
No |
Export Business Activities |
(none given) |
Exporting to |
(none given) |
Desired Export Business Relationships |
(none given) |
Description of Export Objective(s) |
(none given) |
Performance History (References)
Name |
Guardian Life of The Caribbean |
Contract |
Ongoing Consulting |
Start |
2012-04-01 |
End |
2016-06-24 |
Value |
50,000 |
Contact |
Ms Rhea Tewari |
Phone |
868-632-5433 |
|
Name |
PA Group |
Contract |
Ongoing Consulting |
Start |
2012-04-01 |
End |
2016-06-24 |
Value |
300,000 |
Contact |
Charles Jorge |
Phone |
305-443-9610 |
|
Name |
Worldwide Insurance Associates |
Contract |
Actuarial Consulting |
Start |
2011-03-14 |
End |
2016-06-24 |
Contact |
Mr. James Almaraz |
Phone |
305-470-0081 |
|
Name |
Aon Service Corporation |
Contract |
Cost Impact Analysis |
Start |
2010-05-26 |
End |
2010-06-03 |
Value |
5,000 |
Contact |
Mr Edward fox |
Phone |
732-302-2512 |
|
Name |
Prevem Seguros |
Contract |
Consulting services |
Start |
2009-08-24 |
End |
2011-04-04 |
Value |
80,000 |
Contact |
Mr Pedro Pacheco |
|
Name |
ISS Financial & Insurance Network |
Contract |
ProjectedLiabilities |
Start |
2010-05-01 |
End |
2010-06-07 |
Value |
4,000 |
Contact |
Mr John Farrell |
Phone |
609-452-2490 |
|
Name |
The College Crusade of Rhode Island |
Contract |
ProjectedLiabilities |
Start |
2010-10-07 |
End |
2010-11-01 |
Value |
10,000 |
Contact |
Ms Irene McCormick |
Phone |
401-519-0206 |
|
|