Driving Sustainable Health & BenefitsCost Control Through StrategicOversight
Situation
- Portfolio company with ~950 employees operating under a traditional fully insured
medical plan - Benefits strategy managed transactionally, with limited insight into true cost
drivers - Rising premiums without transparency into claims performance or funding
alternatives - Benefits treated as a fixed expense rather than a controllable business cost
Process
- Conducted a comprehensive assessment of plan design, broker performance, and
claims economics - Benchmarked medical costs and funding alternatives using proprietary market
insights - Data-driven benefits strategy aligned with the company’s risk tolerance and
growth objectives - Guided implementation, broker coordination, and planned performance oversight
Results
- Transitioned from a fully insured model to a self-funded medical program
- Generated $2.5M+ in projected savings over three years Ensured transparency into
claims performance and underlying cost drivers - Established a scalable benefits framework to support long-term growth and future
acquisitions - Created sustainable cost improvement rather than one-time renewal savings
