Case Studies

EBP Case Study: Health Insurance Plans

Background

We worked with this client in their first year plan audit.

Challenge

The company had been working with a third party administrator that didn’t provide them correct, complete, or timely information.

Solution

Our team identified and pointed out this deficiency, corrected the problems, and completed the reporting long before the federal deadline. The client was relieved to have escaped any penalties and, based on our recommendation, have chosen another administrator for their plan.