SECTION I 5 - docshare01.docshare.tipsdocshare01.docshare.tips/files/18352/183526047.pdf · provides high-quality third-party administration of employee benefit plans for more than

SECTION I ..........................................................................5

Third Party Administrators (TPA) –

Life and Health/Employee Benefits

SECTION 2 .......................................................................20

Third Party Administrators (TPA) –

Property and Casualty/Workers’ Compensation/Captives

SECTION 3 .......................................................................25

Managing General Underwriters (MGU) –

Medical Stop-Loss Carriers – Life and Health/Employee Benefits

SECTION 4 .......................................................................38

MGU/Excess Insurance Carriers

Property and Casualty/Workers’ Compensation/Captives

SECTION 5 .......................................................................40

Medical Provider Networks – Onsite Clinics

SECTION 6 .......................................................................47

Technology Vendors

SECTION 7 .......................................................................53

Brokers/Consultants

SECTION 8 .......................................................................61

Utilization Review/Case Management

SECTION 9 .......................................................................67

Attorneys

SECTION 10 .....................................................................69

Financial Services

SECTION 11 .....................................................................73

Actuaries/Accountants/Auditors

SECTION 12 .....................................................................78

Consumer Driven Health Care Services

SECTION 13 .....................................................................82

Captive Management Services/Risk Retention Groups (RRGs)

SECTION 14 .....................................................................86

Reinsurance

SECTION 15 .....................................................................92

International

SECTION 16 .....................................................................95

Subrogation

SECTION 17 .....................................................................97

Loss Prevention/Control Services

SECTION 18 .................................................................. 100

Publications/Resources

INDEX ............................................................................ 102

ADVERTISERS INDEX

American Health Holding, Inc. ...........................................................................62

Ancillary Care Services ..........................................................................................42

AWAC .............................................................................................................................71

BenefitMall ....................................................................................................................91

Cevian Intermediaries, LLC .................................................................................52

Companion Global Healthcare, Inc. ................................................................46

Considine & Associates .........................................................................................19

Insur I.Q. LLC ...............................................................................................................79

Elite Underwriting Services .................................................................................30

Fairmont Specialty ....................................................................................................81

H.H.C. Group ..............................................................................................................59

HM Insurance Group ............................................................................................IFC

IHC Risk Solutions ....................................................................................................24

Milliman, Inc. ..................................................................................................................77

Newkirk Products, Inc. .............................................................................................. 4

Optum .............................................................................................................................39

Premier Health Care Exchange, Inc. ............................................................ IBC

PUBLISHING DIRECTOR EDITOR

DIRECTOR OF OPERATIONSACCOUNTING

DIRECTOR OF ADVERTISING

Erica MasseyJennifer IvyJustin MillerMichiale MachadoShane Byars

Published as a community service by:SELF-INSURERS’ PUBLISHING CORP.

P.O. BOX 184MIDLAND, NC 28107

© 2011/2012 Self-Insurers’ Publishing Corp.All listing information contained herein was supplied by the individual companies, and SIIA/SIPC is not responsible for statements made, or for their accuracy. SIIA/SIPC urges readers to check references prior to contracting the services of any company listed.

Statements of fact and opinion made are the responsibility of the companies alone, and do not imply an opinion on the part of the officers, directors, staff or members of SIIA/SIPC.

TABLEof CONTENTS

2 THE Directory 2012 | www.sipconline.net

WelcomeWe are very pleased to provide you with the 2011/12 edition of THE Directory. As power flows from knowledge in this fast-paced world, you are now equipped to access the best of the self-insurance and alternative risk transfer industry.

THE Directory is your direct path to locate and engage with specialists who serve the rapidly expanding self-funding universe. In a time of restrictive government regulation and a trend toward consolidation of traditional insurance, self-insurance has grown to comprise a majority of commercial risk management.

THE Directory is an information service to members of the Self-Insurance Institute of America, Inc. (SIIA), which is THE trade association representing self-insurance and ART. Produced by the Self-Insurers’ Publishing Corporation, THE Directory is your year round resource to complement the monthly Self-Insurer magazine in both printed and digital formats.

With a national election and continued volatile business and financial environment, 2012 is destined to provide both great opportunities and great challenges. THE Directory is your tool to grasp the opportunities and surmount the challenges.

Here’s wishing you a very successful year ahead.

Sincerely,

Erica Massey

President

Self-Insurers’ Publishing Corp.

888.394.5688 | THE Directory 2012 3

The Self-Insurance Institute of America, Inc. (SIIA) is a dynamic, member-based association dedicated to protecting and promoting the business interests of companies that utilize self-insurance/alternative risk transfer (ART) or are involved in the

industry, both domestically and internationally.

SIIA is truly a “one-stop-shop” for companies looking for a single association to meet all of their informational, educational, networking and legislative/regulatory representation needs. To complement its role as the “umbrella” association for the self-insurance/ART industry, SIIA operates the following membership sections to facilitate more targeted membership benefits.

• Health Care • Alternative Risk Transfer • Workers’ Compensation • International

SIIA DELIVERS MEMBERSHIP SERVICES IN FOUR MAIN AREAS:I. Legislative/Regulatory RepresentationSIIA is the leading advocate for the legislative/regulatory interests of the self-insurance/alternative risk transfer industry at both the state and federal level.

II. EducationFor nearly three decades, SIIA has been producing cutting-edge educational content for its members through a variety of educational forums big and small. No other organization has such an extensive professional network of recognized industry experts to put together and deliver education like SIIA does.

III. InformationNo matter where their business takes them, SIIA members are assured a steady flow of critical information and industry insights from a variety of electronic and printed communication products. Our website and regular member communications, which include the weekly Washington Report, and the monthly Self-Insurer Magazine, look beyond the headlines to give members a sense of what every development means to their business.

IV. NetworkingSIIA’s members are the leaders in the self-insurance/ART industry, and they know the importance of making the right contacts and maximizing their business opportunities through networking. SIIA’s Annual National Conference and other targeted events and conferences throughout the year give executives and employees valuable time to connect with the people they need to know in order to promote the success of their businesses.

PROTECTING & PROMOTING SELF-INSURANCE/ART ON CAPITOL HILLSIIA is the only self-insurance/ART association that has a full-time lobbying presence in Washington, DC. When members of Congress need guidance on self-insurance/ART issues, they turn to SIIA.

To complement its effective direct lobbying capabilities, SIIA engages its members through a variety of communications and activities, including:

The Washington ReportThis weekly electronic newsletter covers the news and events taking place on Capitol Hill of specific interest to companies involved in the self-insurance/ART industry.

Special BulletinsIn-depth reports focused on developing legislative/regulatory stories.

Legislative Bill TrackingSummaries of all key federal Senate and House bills from introduction to passage.

Legislative/Regulatory ConferenceThis popular annual conference features leading policymakers from Capitol Hill and state legislators who address key legislative and regulatory issues which impact the self-insurance/ART industry. Conference attendees receive specially prepared legislative reports with comprehensive information on pending legislation.

About

Learn how you can free up some time.To learn how Newkirk’s enrollment solutions can help you,contact us at 518-862-3321 or [email protected].

Or visit us online at www.newkirk.com.

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©2011 by Newkirk Products, Inc.

At Newkirk, we understand how important the timely delivery

of new member communications is. That’s why we’ve made

the development and production of pre- and post-enrollment

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and third party administrators alike.

888.394.5688 | THE Directory 2012 5

ACS BENEFIT SERVICES, INC. Lisa ScalzoSenior Vice President, Sales and Service

8025 North Point BoulevardWinston Salem, NC 27106 - United StatesPhone: (336) 714-1402Email: [email protected]: www.acsbenefitservicesinc.comYear Business Started: 1982Number of Clients: 100+Number of Employees: 115

ACS Benefit Services is a full service TPA for self funded Medical and Dental Plans as well as administration of Consumer Driven HRA’s, FSA’s, and HSA’s and Dependent Eligibility Auditing. We focus on compliance and risk management and have a history of superior customer service through our user friendly processes.

AEGIS ADMINISTRATIVE SERVICES, INC.Sam CozzoDirector of Sales & Marketing

6970 W. Diversey AvenueChicago, IL 60707 - United StatesPhone: (773) 658-1324Email: [email protected]: www.aegisadmin.comYear Business Started: 2002Number of Clients: 48Number of Employees: 23

Aegis Administrative Services, Inc. is a national employee benefit provider and administrator. We are one of the few, privately owned, diversified health care benefits companies in the nation. We offer a broad range of traditional and non-traditional cost containment health care products and services, for both group and individual. We offer medical plans (both fully insured and self insured), pharmacy, dental, (limited medical plans) worksite marketing products and administration. We offer “worry free” benefit administration and reporting from start to finish.

AFFORDABLE BENEFIT ADMINISTRATORS, INC.Marie AckadMarketing Operations Manager

P.O. Box 10787 - 444 Irving Drive, Suite 202Burbank, CA 91510 - United StatesPhone: (800) 350-0148Email: [email protected]: www.benefitsaba.comYear Business Started: 1987Number of Clients: 56Number of Employees: 16

Affordable Benefit Administrators, Inc. (ABA) is a full service Third Party Administrator for the adjudication of Medical, Dental, and Vision claims. We manage HSA, Flex and HRA plans. We administer COBRA Plans and perform UR/UM including large case management. Our focus is delivering superior customer service and view our position as a manager of our clients’ assets.

ALICARE, INC. (affiliate of Amalgamated Life Insurance)John ThorntonExecutive Vice President

333 Westchester Avenue White Plains, NY 10604 - United StatesPhone: (914) 367-5511Email: [email protected]: www.alicare.comYear Business Started: 1987Number of Clients: 45Number of Employees: 100

Alicare, Inc., a member of the Amalgamated Family of Companies, provides high-quality third-party administration of employee benefit plans for more than 45 self-insured clients nation-wide. Our fully automated systems, along with a knowledgeable and experienced staff, and a full product line gives us the ability to customize benefits solutions to support our client’s administrative goals.

SECTION 1THIRD PARTY ADMINISTRATORS (TPAS)

LIFE AND HEALTH/EMPLOYEE BENEFITS


ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.Todd LovshinAssistant Vice President

2806 South Garfield Street Missoula, MT 59801 - United StatesPhone: (405) 532-1505Email: [email protected]: www.askallegiance.comYear Business Started: 1981Number of Clients: 1,300+Number of Employees: 250

Allegiance provides insured and self-funded plan management, compliance services, claims processing and administration (medical, dental, vision, pharmacy, COBRA/HIPAA, subrogation). We service ERISA plans, public employer plan, church plans, MEWA’s, and Flexible Spending and Reimbursement Accounts. We also provide excess-loss insurance, utilization review, case management, predictive modeling, and wellness programs.

AMERIBEN Jon AubreySenior Vice President

9350 S. 150 E., Suite 450Sandy, UT 84070 - United StatesPhone: (801) 993-6100 ext. 104Email: [email protected]: www.ameriben.comYear Business Started: 1958Number of Employees: 275

AMERIHEALTH ADMINISTRATORS, INC.Angela SalverianDirector, Marketing Services

720 Blair Mill RoadHorsham, PA 19044 - United StatesPhone: (215) 830-2505Email: [email protected]: www.ahatpa.comYear Business Started: 1988

AmeriHealth Administrators is national third party administrator representing over $1 billion in health benefits. We provide innovative, value-based health benefits programs, consumer-directed health plans (CDHP), and population health management. AmeriHealth Administrators offers outsourcing services for self-funded health plans, TPAs and other payers, student health plans, and insured products. Visit www.ahatpa.com.

APEX BENEFITS SERVICES, LLC Keith JohnsonExecutive Director

10 North Main StreetAkron, OH 44308 - United StatesPhone: (330) 996-8711Email: [email protected]: www.apex-benefits.comYear Business Started: 2001Number of Clients: 23Number of Employees: 60

Services provided by Apex Benefits Services include claims adjudication of medical, vision and dental services, prescription administration, network access to national/regional PPO providers, customer service, utilization review, case and disease management, wellness services, access to stop loss carriers, membership billing and eligibility, client reporting, actuarial and benefit design services.

AVMED HEALTH PLANS Leda SilverSegment Leader and Product Champion - ASO Groups

9400 S. Dadeland BoulevardMiami, FL 33156 - United StatesPhone: (305) 671-4749Email: [email protected]: www.avmed.orgYear Business Started: 1969Number of Employees: 800

AvMed’s Self-Funded Options are designed to maximize net savings for the self-funded employer. We apply our depth of experience and extensive resources to manage health care costs and address today’s benefit challenges. We focus on prevention and wellness with proven initiatives that help your employees stay healthy and productive.

BENEFIT & RISK MANAGEMENT SERVICES, INC.Luke SchaferVice President

80 Iron Point Circle, Suite 200Folsom, CA 95630 - United StatesPhone: (916) 467-1400Email: [email protected]: www.brmsonline.comYear Business Started: 1993Number of Clients: 350Number of Employees: 150

BRMS is a leading employee benefit administration and healthcare risk management TPA. Redefining the value of Third Party Administration with the most advanced technology solutions, BRMS helps over 350 organizations control their benefit costs with advanced administration services, creative funding options and an innovative Web-based Virtual Benefits Administration System (Vbas) that streamlines processes.

888.394.5688 | THE Directory 2012 7

BENEFIT ADMINISTRATIVE SYSTEMS, LLCMarty JosephPresident

17475 Jovanna Drive, Suite 1BHomewood, IL 60430 - United StatesPhone: (708) 799-7400Email: [email protected]: www.benadmsys.comYear Business Started: 1983Number of Clients: 300Number of Employees: 180

With the mission of promoting innovative low cost healthcare solutions and enhancing employee health profiles, BAS engages the employee population through an integrated portfolio of health management tools, providing partially funded healthcare plan administration and cutting edge analytic capabilities.

BUTLER BENEFIT SERVICE, INC. Andrew ButlerPresident

P.O. Box 3310Davenport, IA 52808-3310 - United StatesPhone: (563) 327-2201Email: [email protected]: www.butlerins.comYear Business Started: 2000Number of Clients: 100Number of Employees: 30

Butler, a recognized industry leader in innovation, growth and profitability, will be the premier consultative professional services organization that partners with businesses to enable them to optimize their investment in employee benefit, risk management and insurance programs.

CENCORP HEALTH SOLUTIONS Robert TomekVP, Sales & Marketing

7700 Forsyth BoulevardSt. Louis, MO 63105 - United StatesPhone: (866) 534-5981Email: [email protected]: www.CenCorpHealthSolutions.com

Health Solutions, a division of Centene Corporation, offers employers a suite of Specialty Health Services to deliver quality outcomes and reduce costs through innovative service combinations. Our companies provide solutions including wellness, pharmacy benefits, and managed vision specifically designed to satisfy employees’ needs and optimize bottom line results.

CNIC HEALTH SOLUTIONS, INC. Brendan KrelleNational Sales Director

6251 Greenwood Plaza Boulevard, Suite 300Greenwood Village, CO 80111 - United StatesPhone: (303) 749-1125Email: [email protected]: www.cnichs.comYear Business Started: 1987Number of Employees: 175

CNIC Health Solutions is a full service TPA headquartered in Denver Colorado serving employers in numerous states, and covering more than 75,000 lives. CNIC provides in-house Care and Disease Management and is an industry leader in corporate wellness initiatives, including HRA, results based biometric wellness and value based plan designs.

COASTAL TPA, INC. Debi HardwickPresident/CEO

928 East Blanco Road, Suite 235Salinas, CA 93901 - United StatesPhone: (831) 754-3800Email: [email protected]: www.Coastalmgmt.comYear Business Started: 1961Number of Clients: 51Number of Employees: 28

Coastal specializes in third party claims administration for self-insured employers, delivering affordable and tailored healthcare solutions that includes access to a proprietary regional PPO. Coastal partners with clients to form an intimate understanding of the client’s healthcare market, while maintaining a macro-level vantage point on the factors impacting national and global healthcare trends.

COLORADO ACCESS Mary McCrorieDirector of TPA Services

10065 E. Harvard Avenue, Suite 600 Denver, CO 80231 - United StatesPhone: (720) 744-5403Email: [email protected]: www.coaccess.comYear Business Started: 1996Number of Clients: 12Number of Employees: 225

Colorado Access, dba Access Health Benefit Solutions is a non-profit organization focused on delivering high-touch, locally based service in Colorado. We cover over 280,000 members in Colorado, half of which are self-funded.


CONSIDINE & ASSOCIATES (HealthClaim Review®)Jim Considine, MD MBAPresident & CEO

25401 Cabot Road, Suite 200Laguna Hills, CA 92653 - United StatesPhone: (949) 470-1800Email: [email protected]: www.healthclaimreview.comYear Business Started: 1996Number of Clients: 60+Number of Employees: 27

Considine & Associates (HealthClaim Review®) is a URAC-accredited Independent Review Organization providing medical review services to group healthcare payers and administrators nationwide. Medical necessity, coding/claims review, dental, hospital bill audit/repricing/DRG, surgery center repricing are key product areas. Large domestic/international physician panel covers 125 medical specialties.

CONSOCIATE, INC. Darren Reynolds, J.D.Senior Vice President

2828 N. Monroe Street Decatur, IL 62526 - United StatesPhone: (217) 423-7788 or (800) 798-2422Email: [email protected]: www.consociatedansig.comYear Business Started: 1995Number of Clients: 200Number of Employees: 50

Consociate, Inc. - Third Party Administrator, administering employee benefit plans for large employers while focusing on healthcare cost management and improving employee productivity. Founded in 1995, Consociate also provides consultative solutions to meet a wide array of employer, employee, and individual needs. Offices located in Illinois and Tennessee.

CORESOURCE, INC. Rob CorriganVP Product Management and Planning

400 N. Field Drive Lake Forest, IL 60045 - United StatesPhone: (800) 832-3332Email: [email protected]: www.coresource.comYear Business Started: 1975Number of Clients: 900Number of Employees: 1,000

CoreSource is one of the nation’s leading TPAs, recognized for delivering flexible, integrated solutions. We combine innovation and resources to significantly reduce employers’ healthcare spend, and provide unmatched personal service from local offices across the country. More than 900 clients trust us to administer benefits for their 1.4 million members.

CUSTOM DESIGN BENEFITS Julie MuellerPresident

3737 West Fork Road Cincinnati, OH 45247 - United StatesPhone: (513) 598-2929Email: [email protected]: www.customdesignbenefits.comYear Business Started: 1991Number of Clients: 80Number of Employees: 55

Third Party Administrator of self-funded medical, dental and short-term disability plans, serving brokers and their clients headquartered in Ohio, Kentucky, and Indiana. Technology driven offering cost effective solutions including on-site wellness and consumer driven services as well as COBRA and FMLA.

CVS CAREMARK Tom RillVice President, TPA Area Sales

2211 Sanders Road, NBT5 Northbrook, IL 60062-6150 - United StatesPhone: (847) 367-7671Email: [email protected]: www.cvscaremark.comYear Business Started: 1986Number of Clients: greater than 1,000Number of Employees: 250,000

CVS Caremark is the largest pharmacy health care provider in the United States. Our integrated offerings across the spectrum of pharmacy care, uniquely position us to provide greater access, to engage plan members in health improvement behaviors, and to reduce health care costs for plan sponsors, and their members.

D. H. EVANS ASSOCIATES Donald Evans, Jr.President

2207 Forest Hills Drive, Suite 14, P.O. Box 6480 Harrisburg, PA 17112 - United StatesPhone: (717) 671-8551Email: [email protected]: www.dhevansassoc.comYear Business Started: 1993Number of Clients: 65Number of Employees: 31

D. H. Evans Associates is a full-service third party administrator providing life, health, disability, vision, dental, prescription, Section 125, COBRA, HIPAA and compliance services, plus access to numerous stop-loss carriers, PPO’s, audit and utilization management companies. In addition, we provide defined benefit and defined contribution pension plan services.

888.394.5688 | THE Directory 2012 9

D.W. VAN DYKE & CO., INC. Christopher KoehlerPresident

195 Danbury Road, Suite 300 Wilton, CT 06897 - United StatesPhone: (203) 761-9300Email: [email protected]: www.dwvd.comYear Business Started: 1978Number of Clients: 125Number of Employees: 22

Life and A&H Intermediary providing access to carriers, reinsurance, distribution, TPA’s, MGU’s and others. Product expertise in Life, Accident, Workers Comp, Self Funded Medical, Fully Insured Medical, Disability, Dental, Rx, Vision, Long Term Care, Medical Tourism, Travel Benefits, Catastrophe, Provider and HMO Excess, Reserve Transfers and others.

DAKOTACARE ADMINISTRATIVE SERVICES, INC. (DAS)Thomas NicholsonVice President/Chief Marketing Officer

2600 W. 49th Street Sioux Falls, SD 57105 - United StatesPhone: (605) 334-4000Email: [email protected]: www.dakotacare.comYear Business Started: 1992Number of Clients: 50Number of Employees: 125

DAS is the Midwest’s managed care leader in third party administration, managing the healthcare of over 105,000 members nationwide. DAS is focused on delivering a uniquely integrated product, combining effective, cost-saving medical management (developed through our fully-insured and self-funded groups) with the efficient service expected from a third party administrator.

DCC, INC. Sam SletagerNational Sales Manager

P.O. Box 718 Sandpoint, ID 83864 - United StatesPhone: (208) 265-1719Email: [email protected]: www.dccinc-us.comYear Business Started: 2002Number of Clients: 110Number of Employees: 16

Benefit Preservation Program - We understand the unique dialysis market dynamics effecting self-funded plans. Payers and administrators look to DCC for our innovative dialysis cost containment services including Payment Based U&R recommendations, Single Patient Agreements, access to specialty networks, and patient self-administered care. DCC is the sole licensee of the health care benefits claim review and recommendation systems (patent pending).

EBIX HEALTH Laurie DouglasDirector of Marketing

10 10th Street NE, Suite 500 Atlanta, GA 30328 - United StatesPhone: (404) 604-2757Email: [email protected]: www.ebix.comYear Business Started: 1989Number of Clients: 5,600Number of Employees: 90

Ebix Health is your on-demand, end-to-end source for benefit information and insurance solutions – from agency management solutions, an award-winning employee communications portal with integrated health and wellness information, to claims administration, and business intelligence tools. Ebix Health solutions are trusted by thousands of insurance carriers, TPAs, brokers, and employers.

EBSRMSCO, INC. Gregory CohenPresident

115 Continuum Drive Liverpool, NY 13088 - United StatesPhone: (315) 671-9870Email: [email protected]: www.ebsrmsco.comYear Business Started: 1974Number of Clients: 4,000+Number of Employees: 325

EBS-RMSCO is a progressive, diversified employee benefits administration and risk management firm, with offices in Albany, Buffalo, Rochester, and Syracuse, NY. Our 325 employees provide innovative employee benefit and risk management solutions to over 4,000 clients throughout the United States.

EMINDFUL Jim PaganoExecutive Vice President, Business Development

1201 19th Place, Suite B100 Vero Beach, FL 32960 - United StatesPhone: (772) 596-4540Email: [email protected]: www.emindful.comYear Business Started: 2006Number of Employees: 8

eMindful provides evidence-based, sustainable behavioral change programs that reduce health care costs and increase productivity. We are the only company doing this by offering live, interactive, mind-body wellness curriculums online.


EMPLOYEE PLANS, LLC Deb EovaldiDirector

1111 Chestnut Hills Parkway Fort Wayne, IN 46814 - United StatesPhone: (260) 625-7347Email: [email protected]: www.employeeplansllc.comYear Business Started: 1979Number of Clients: 50Number of Employees: 13,000

Employee Plans, LLC is a Third Party Administrator established in 1979 and located in Fort Wayne, IN. A subsidary of Old National Insurance, Employee Plans, LLC administers Medical, Dental, Vision, High Deductible Health Plans, Health Reimbursement Accounts, Flexible Spending Accounts. Employee Plans, LLC has created a number of professional relationships with various vendors to assist our clients with the management of their overall claim spend.

FRINGE BENEFIT GROUP Travis WestCEO

11910 Anderson Mill Road Austin, TX 78726 - United StatesPhone: (512) 349-4760Email: [email protected]: www.fringebenefitgroup.comYear Business Started: 1979Number of Clients: 1,800Number of Employees: 90

Company specializes in providing benefits administration for contractors working on projects subject to the Davis Bacon and Service Conract Acts. Employee benefit programs administered include fully insured & self funded major medical, limited medical, ancillary and retirement. Company also specializes in providing limited medical product & administration to the nation’s largest employers of hourly and part time workers.

GILSBAR, INC. Doug LaymanExecutive Vice President & CSMO

2100 Covington Centre Covington, LA 70433 - United StatesPhone: (985) 809-2266Email: [email protected]: www.gilsbar.comYear Business Started: 1959Number of Clients: 200Number of Employees: 325

Our expertise in the insurance and benefits administration markets has helped make Gilsbar the trusted choice for clients across the nation. Employers, brokers and consultants, affinity groups, insurance carriers and professionals rely on us. They cite our innovation, ingenuity, knowledge and excellent service as the reasons they chose us and continue to stay with us through the years.

GROUP & PENSION ADMINISTRATORS, INC.Kathy EnochsCOO

12770 Merit Drive, 2nd Floor, Building 8 Dallas, TX 75251 - United StatesPhone: (972) 238-7900Email: [email protected]: www.gpatpa.comYear Business Started: 1968Number of Clients: 250Number of Employees: 260

At GPA, we embrace our whole healthcare community with unflinching standards and a time-tested committment. For over 40 years, we have offered uniquely customized approaches to benefit planning for employers and brokers who want solutions to today’s most pressing healthcare challenges while providing the highest quality information, resources, and service to employees and providers.

GROUP ADMINISTRATORS, LTD. David DorfmanPresident

915 National Parkway, Suite F Schaumburg, IL 60173-5120 - United StatesPhone: (847) 519-1880 ext. 223Email: [email protected]: www.groupadministrators.comYear Business Started: 1985Number of Clients: 125Number of Employees: 55

Full service TPA, Taft-Hartley, Corporate, Public Sector, Contributions, Pension. Shared administration with national networks.

GROUP MARKETING SERVICES, INC. James KaiserPresident

P.O. Box 19040 Kalamazoo, MI 49019-0040 - United StatesPhone: (269) 343-2611Email: [email protected]: www.groupmarketingservices.comYear Business Started: 1973Number of Clients: 200Number of Employees: 25

Group Marketing Services, Inc. is a combination of third party administrator and managing general agent. We work with carefully selected independent agents and insurance providers to offer customized, employer based benefit packages for employers throughout the Midwest.

888.394.5688 | THE Directory 2012 11

GROUP RESOURCES, INC. Thomas ByrdPresident & CEO

3080 Premiere Parkway, Suite 100 Duluth, GA 30097 - United StatesPhone: (770) 623-8383Email: [email protected]: www.groupresources.comYear Business Started: 1981Number of Clients: 130Number of Employees: 75

For the past 30 years Tom’s vision has led the way to healthier employees and healthier businesses for Group Resources’ clients. On the cutting edge of new trends in healthcare risk management, Group Resources utilizes modern technology and old-fashioned customer service to administer health and welfare plans.

HAA PREFERRED PARTNERS Lane BakerDirector, Business Development

703 Waterford Way Miami, FL 33126 - United StatesPhone: (305) 893-5151Email: [email protected]: www.haapp.comYear Business Started: 1999Number of Clients: 26Number of Employees: 100

HAA is a leading international managed care organization. HAA offers claims management consulting services and is a Florida Licensed Claims Administrator. The company fully integrates its services with cost effective claims management products, and as a result, it successfully serves domestic and international insurance carriers, third party administrators, assistance companies and other networks.

HEALTH PLANS, INC. William BreidenbachPresident

1500 West Park Drive, Suite 330 Westborough, MA 01581 - United StatesPhone: (508) 475-6105Email: [email protected]: www.healthplansinc.comYear Business Started: 1981Number of Clients: 264Number of Employees: 198

Health Plans, Inc. a subsidiary of Harvard Pilgrim Health Care, is a third party administrator (TPA) of benefit plans, providing comprehensive health plan administration to employers, municipalities and Taft-Hartley plans. Today, we rank as one of the largest health care administrators of self-funded plans in the region.

HEALTH REINSURANCE MGMT. PARTNERSHIPJohn MangePresident

5 Hutchinson Drive Danvers, MA 01923 - United StatesPhone: (978) 762-9780 ext. 223Email: [email protected]: www.hrmp.comYear Business Started: 1990Number of Clients: 25Number of Employees: 20

Health Reinsurance Management Partnership (HRMP) is a member of Aran Insurance Services Group. Together with A-rated carriers and reinsurers, HRMP offers solutions to address life and medical conversions, back office or run-out administration, auditing services, and quota share and excess medical reinsurance. Our Success Can Only Follow Yours.

HEALTH SYSTEMS INTERNATIONAL Joseph AntonellPresident of Bill Review Division

7300 N. Kendall Drive, Suite 505 Miami, FL 33156 - United StatesPhone: (305) 671-5126Email: [email protected]: www.us-hsi.comYear Business Started: 2004Number of Clients: 700Number of Employees: 200

Health Systems International provides medical cost management solutions to healthcare payors in multiple markets throughout the world. We connect clients to the lowest possible cost of care utilizing advanced technology, customized solutions, exclusive offerings, and personalized service to drive optimal savings and reduce administrative demands.

HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. (HMA)Jill MehnerVP Sales & Client Services

2201 120th Avenue NE Bellevue, WA 98005 - United StatesPhone: (425) 289-5161 or (800) 869-7093Email: [email protected]: www.accesshma.comYear Business Started: 1986Number of Clients: 125Number of Employees: 217

Healthcare Management Administrators (HMA) is a third party benefits administrator committed to helping self-insured employers build and tailor the ideal benefits plan to suit their individual needs. HMA provides unparalleled access to doctors & hospitals and proven cost savings through the best performing provider networks.


HEALTHNOW ADMINISTRATIVE SERVICESSteve ManzelliSVP Sales & Marketing

801 Lakeview Drive, Suite 301 Blue Bell, PA 19422 - United StatesPhone: (518) 369-3311Email: [email protected]: www.hnas.comYear Business Started: 1977Number of Employees: 250

HealthNow Administrative Services (HNAS) is one of the nation’s leading administrators of employee benefit programs. With extensive knowledge of the self-funded marketplace, HNAS’s experience and strength as a leader coupled with innovative technology and extensive industry relations, allow HNAS to offer services other administrators of employee benefits simply cannot deliver.

HEALTHTRANS Don HouchinSVP, PBM Business Development

8300 East Maplewood Avenue, Suite 100 Greenwood Village, CO 80111 - United StatesPhone: (800) 950-9120Email: [email protected]: www.healthtrans.comYear Business Started: 2000Number of Clients: 430Number of Employees: 242

HealthTrans provides employers with innovative and strategic solutions to address their healthcare benefit challenges. Our value-focused services deliver employee benefits, improved health outcomes, reduced absenteeism, and a greater return on healthcare investment. With regional offices in the Atlanta, Chicago, and Denver areas, we provide cost savings to clients nationwide.

HI-TECH HEALTH, INC. Michael CarraraPresident

1500 Route 517, Suite 200 Hackettstown, NJ 07840 - United StatesPhone: (908) 813-3440Email: [email protected]: www.hi-techhealth.comYear Business Started: 1990

Hi-Tech Health, Inc. Series 3000™ Claims Administration SystemIt doesn’t matter if your company is in its infancy or one that’s been around for many years. If you’re a “startup” Third Party Administrator, just entering the self-insurance industry, an insurance company, union, large corporation, or small brokerage firm wanting control of your client’s health care claims through a turnkey, customized Claim Administration System, then your organization needs Hi-Tech Health, Inc. Please visit us at www.hi-techhealth.com for more information regarding Custom Software Solutions that will allow you to run your business YOUR way.

INDECS CORPORATION Bruce Buchanan, Jr.Vice President, Sales and Business Development

1099 Wall Street West, Suite 317 Lyndhurst, NJ 07071 - United StatesPhone: (201) 460-3243Email: [email protected]: www.indecscorp.comYear Business Started: 1983Number of Clients: 35Number of Employees: 50

INDECS Corporation is a third party administrator providing full administration services for self-funded health plans. INDECS uses best-in-class components and state-of-the-art technology to deliver comprehensive and professional benefit programs at the lowest possible net cost to the plan with a focus on superior customer service, transparency and accuracy.

INSURANCE ADMINISTRATIVE SOLUTIONSVictor CastellanosSr. Vice President & Chief Marketing Officer

6996 Piazza Grande Avenue, Suite 309 Orlando, FL 32835 - United StatesPhone: (407) 472-3905Email: [email protected]: www.IASadmin.comYear Business Started: 2002Number of Clients: 20Number of Employees: 240

IAS provides full, end-to-end administrative (“TPA”) solutions to companies in the Life, Health, & Annuity business, through proprietary technology. IAS adjudicates over 6-million claims annually, managing 350,000 policyholders. Our clients achieve rapid entry to new markets, economies of scale, with fixed capital costs. IAS has performedover 20 block conversions.

INTERACTIVE MEDICAL SYSTEMS Eric LudwigPresident

11635 Northpark Drive, Suite 335 Wake Forest, NC 27587 - United StatesPhone: (919) 882-5318Email: [email protected]: www.IMS-tpa.com or www.IMSflex.comYear Business Started: 1981Number of Clients: 200+Number of Employees: 40

IMS is a Professional Benefits Administrator (TPA). For over 30 years IMS has helped employers design benefit programs that save money and provide the best possible benefits for their employees. We offer self-funded Medical & Dental administration, Flexible Spending Accounts, HRA/HSA, COBRA, HR Outsourcing, FMLA, & QDRO services.

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J.P. FARLEY CORPORATION James FarleyPresident

29055 Clemens Road Westlake, OH 44145 - United StatesPhone: (800) 634-0173 or (440) 250-4300Email: [email protected]: www.jpfarley.comYear Business Started: 1979

J.P. Farley Corporation is a full-service benefit solutions consultant providing a better plan through an integrated array of administration services and helping clients nationwide strategically and proactively manage their customized benefit packages.

Self-funded medical, prescription, dental, vision, disability, FSAs, HRAs, HSAs, COBRA, HIPAA, care & utilization management, wellness, patient advocacy and third party administration.

ISO 9001-2008 certification, URAC Utilization Management Accreditation and NorthCoast 99 Great Workplace Awards.

JFP BENEFIT MANAGEMENT, INC. James PickfordOwner/CEO

100 South Jackson Street, Suite 200 Jackson, MI 49201 - United StatesPhone: (517) 784-0535Email: [email protected]: www.jfpbenefitmanagement.comYear Business Started: 1978Number of Clients: 250Number of Employees: 20

JFP Benefit Management is built upon a tradition of integrity, industry leadership and excellence. We are committed to delivering tailored benefit solutions with thoughtful strategic planning and valuable professional services. We continue to do business the “old fashioned way”. Our word is our commitment and our handshake is our promise.

JUDY DIAMOND ASSOCIATESEric RylesSales Manager

1130 Connecticut Avenue, NW, Suite 300 Washington, DC 20036 - United StatesPhone: (800) 231-0669Email: [email protected]: www.judydiamond.comYear Business Started: 1959

Judy Diamond Associates, Inc. is the premier publisher of employee benefits industry prospecting tools and plan data. Our pension/retirement and health/welfare prospecting tools provide:• Phonenumbers,emails,andmailingaddressesforplandecisionmakers.• Contactinformationandvisibilityintobrokers’booksofbusiness.• Informationaboutemployer’scurrentplans.• Plananalysistools.

KEY BENEFIT ADMINISTRATORS, INC. Larry DustCEO

8330 Allison Pointe Trail Indianapolis, IN 46250 - United StatesPhone: (317) 284-7701Email: [email protected]: www.keybenefit.comYear Business Started: 1979Number of Clients: 3,000Number of Employees: 400

Key Benefit Administrators was founded in 1979 as a full-service group benefits administration firm specializing in self-funded medical plans. KBA,the leading benefits administrator in the Midwest and Southeastern United States, is one of the country’s largest independently owned third party administrators. It’s headquartered in Indianapolis, Indiana, and its National Service Center is located in Fort Mill, South Carolina.

MAGNACARE Steve Kokulak, Esq.Vice President, Workers Compensation & No-Fault

303 George Street, Suite 400 New Brunswick, NJ 08901 - United StatesPhone: (516) 282-8923Email: [email protected]: www.magnacare.comYear Business Started: 1990Number of Employees: 225

MagnaCare is a health plan management company that offers a broad set of self funded solutions to Taft Hartley Funds, commercial organizations, workers compensation programs, no fault carriers, and TPA’s. Our extensive provider network, cost containment programs, wellness initiatives and administrative services provide clients with flexible, cost-effective options.

MESVISION®

Michael SchellVice President/Sales

345 Baker Street Costa Mesa, CA 92626 - United StatesPhone: (714) 619-4661Email: [email protected]: www.MESVision.comYear Business Started: 1976Number of Clients: 5000Number of Employees: 98

Since 1976 MESVision has been providing Brilliant Vision Care to thousands of employers and millions of members through one of the largest networks of participating providers nationwide. MESVision is a strong technology based organization capable of providing administrative services to both self funded and fully insured groups of all sizes nationally.


MOUNTAIN STATES ADMINISTRATIVE SERVICESSteven TouchéPresident

7202 E. Rosewood, Suite 200 Tucson, AZ 85710 - United StatesPhone: (520) 722-3000Email: [email protected]: www.mymsas.comYear Business Started: 1973Number of Clients: 20Number of Employees: 36

Mountain States Administrative Services is a recognized Third Party Administrator for Health and Benefit Plans, located in Tucson, AZ. Offering customized services to members in all 50 states, we build strategic partnerships with our clients to create cost effective solutions, and our aggressive quality management program ensures the best results.

MUTUAL ASSURANCE ADMINISTRATORS, INC.Eric WrightChief Marketing Officer

3121 Quail Springs Parkway Oklahoma City, OK 73134 - United StatesPhone: (405) 848-1975Email: [email protected]: www.maa-tpa.comYear Business Started: 1975Number of Clients: 230Number of Employees: 225

MAA provides benefit solutions. 35 years of helping clients balance quality benefits with cost control. Customized Plan Design. Cutting-Edge Administration. Self-Funding Experts. Medical, Dental, Vision, FLEX, GASB 43/45, 403(b), 457. Wellness, Utilization Review, Disease Management. PPO, Pharmacy, Stop Loss Placement. Offices in: OK, TX, MO, AR, TN.

NATIONWIDE SPECIALTY HEALTH Tom DeNoma, AVPNSH Program Management

One Nationwide Plaza, MR-05-10 Columbus, OH 43215 - United StatesPhone: (614) 677-3843Email: [email protected]: www.nationwide.comYear Business Started: 1939Number of Clients: more than 16,000,000 policies in placeNumber of Employees: 86 in Nationwide Specialty Health

Nationwide Specialty Health (NSH) has been serving Nationwide’s members for over 70 years. NSH is an entrepreneurial arm of Nationwide that exists to further Nationwide’s mission of serving member needs and meets the specialized insurance needs of a variety of market segments such as Education, Sports & Leisure, Travel and Employers.

NEWKIRK PRODUCTS, INC. Linda McDonaldSales

15 Corporate Circle Albany, NY 12203 - United StatesPhone: (518) 862-3323Email: [email protected]: www.newkirk.com

From summary plan descriptions to member ID cards, Newkirk’s full range of enrollment solutions make the creation and delivery of pre- and post-enrollment member communications easier than ever. Our in-house development and production capabilities ensure that your last minute updates are performed on time and accurately. You can count on Newkirk!

NORTH AMERICA ADMINISTRATORS, L.P.Daniel DuganPresident/CEO

1826 Elm Hill Pike Nashville, TN 37210 - United StatesPhone: (800) 411-3650Email: [email protected]: www.naa-lp.comYear Business Started: 1971Number of Clients: 140+Number of Employees: 65

In 2011 we are celebrating our 40th year as a full service TPA for group health benefits including medical, dental, vision, STD, RX, LTD, FSA, HRA & HSA programs. Providing practical solutions to complex health plan administration.

NOVA HEALTHCARE ADMINISTRATORS, INC., an Independent Health CompanyTodd MartinSales Executive

6215 Sheridan Drive, Suite 100 Williamville, NY 14221 - United StatesPhone: (716) 932-5105Email: [email protected]: www.novahealthcare.comYear Business Started: 30 years agoNumber of Clients: 70Number of Employees: 40

As an expert health benefits partner, Nova helps create solutions that lead to better quality medical outcomes, and sustainable health care cost reductions. Nova administers an array of self-funded benefit plans, including medical, dental, vision, prescription and specialty prescription. Additional services include Medical Management, and FSA, COBRA and HIPAA administration.

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OLYMPUS MANAGED HEALTH CARE Steven JacobsonPresident

777 Brickell Avenue, Suite 410 Miami, FL 33131 - United StatesPhone: (305) 530-8600Email: [email protected]: www.omhc.comYear Business Started: 1994Number of Clients: 60+Number of Employees: 55

Olympus Managed Health Care, an accredited ISO 9001:2008 company, is a leading independent provider of claims administration and cost management services for health care payors. Olympus delivers a comprehensive solution that offers an innovative aproach to managing health care costs and adding value to its client’s products.

OPTUMHEALTH Lauren ByersDirector, Marketing

6300 Olson Memorial Highway Golden Valley, MN 55427 - United StatesPhone: (866) 427-6845Email: [email protected]: www.optumhealth.comNumber of Employees: 11,000

OptumHealth is part of Optum, a leading information and technology-enabled health services company dedicated to making the health system work better for everyone. OptumHealth is a leader in population health management, helping 60 million Americans navigate the health care system, finance their health care needs and achieve their health and well-being goals.

PARTNERS RX MANAGEMENT, LLC Neely Burkhardt

15950 N. 76th Street, Suite 200 Scottsdale, AZ 85260 - United StatesPhone: (480) 624-9400 ext. 212Email: [email protected]: www.partnersrx.comYear Business Started: 2001Number of Clients: 100+Number of Employees: 100

We believe you should be able to trust your PBM. Born out of the idea that the PBM business lacked disclosure and practical management, Partners Rx’s fast, flexible, entrepreneurial culture provides straightforward, customized solutions that help producers provide quality, affordable pharmaceutical care.

PEQUOT HEALTH CARE Dr. Gary D’OrsiDirector, Sales and Marketing

1 Annie George Drive Mashantucket, CT 06338 - United StatesPhone: (860) 396-6461Email: [email protected]: www.pequothealthcare.comYear Business Started: 1991Number of Clients: 30Number of Employees: 100

Pequot Health Care™ founded in 1991, which includes Pequot Plus Health Benefit Services and Pequot Pharmaceutical Network®, is a wholly-owned business entity of the Mashantucket Pequot Tribal Nation, long recognized as a leader in managing health care plans for Native Americans as well as other commercial enterprises.

PLANNED ADMINISTRATORS, INC. PJ RescignoSenior Director, Sales and Operations

17 Technology Cr., Suite E2AG Columbia, SC 29203-9591 - United StatesPhone: (803) 462-3187Email: [email protected]: www.paisc.comYear Business Started: 1981Number of Clients: 104 groupsNumber of Employees: 330

Planned Administrators Inc. is a mid-sized TPA that offers value and savings through flexible plan design, provider networks, discounts, accessibility and claims processing for over 70,000 members.Quality self-funded plan administration and superior customer service remain key strengths for PAI, as evidenced by a 98% customer retention rate.

PREFERREDONE Dennis FensterMarketing Director

6105 Golden Hills Drive Golden Valley, MN 55416 - United StatesPhone: (763) 847-3355Email: [email protected]: www.preferredone.comYear Business Started: 1984Number of Clients: 140 self-insured groups/151,500 self-insured members (total membership: 216,500)Number of Employees: 308

PreferredOne is a health benefits administration company located in Minneapolis, Minnesota, offering a full range of TPA, group/individual insurance, HMO and PPO products, services and networks to brokers, employers, members, insurance companies and third-party administrators throughout Minnesota and the upper Midwest.


PREMIER HEALTHCARE EXCHANGE, INC.Todd RobertiCEO

2 Crossroads Drive Bedminster, NJ 07921 - United StatesPhone: (908) 658-3535Email: [email protected]: www.phx-online.comYear Business Started: 2001Number of Clients: 100+Number of Employees: 75+

PHX delivers advanced cost management solutions for health plans combining claim processing automation with professional services to deliver a centralized approach to cost management, increasing savings while dramatically reducing errors and turnaround time. Services include data analytics, PPO network management, out-of-network negotiations, claims editing, and clinical bill review and audit. PHX solutions are used by the industry’s leading insurance companies, Taft-Hartley Funds, Health Maintenance Organizations, and Third Party Administrators.

PTRX, INC. Joe BraleyChief Sales Officer

4590 Lockhill Selma San Antonio, TX 78249 - United StatesPhone: (210) 564-2214Email: [email protected]: www.ptrx.comYear Business Started: 2005Number of Employees: 90

At PTRX, we utilize a fully integrated approach to pharmacy benefit management by proactively engaging and working with the patient and their physician. We control cost by educating and helping members move to lower cost therapies and lower cost pharmacies; and we guarantee results! Lower prescription costs and outstanding service. Changing Pharmacy. Changing Lives. That is PTRX.

QUALCARE, INC. Annette CatinoCEO & President

30 Knightsbridge Road Piscataway, NJ 08854-3913 - United StatesPhone: (732) 981-7916Email: [email protected]: www.qualcareinc.comYear Business Started: 1993Number of Clients: 626Number of Employees: 400

QualCare, Inc. is a full-service managed care organization that offers self-funded PPO, HMO Network, Point of Service (POS) Network, and Open Access Health Plans, third party administration(TPA)services, provider network access, utilization management services, and a Workers’ Compensation product including medical case management, network access and medical bill review and re-pricing.

QUALITY HEALTH MANAGEMENT, LLC (QHM International TPA)Patricia ZiomekPrincipal

15280 NW 79th Court, Suite 100 Miami Lakes, FL 33014 - United StatesPhone: (305) 821-8430Email: [email protected]: www.QHManagement.comYear Business Started: 2000

QHM is a cost containment company offering access to discounts globally. QHM has a proprietary network of physicians and hospitals located around the world. QHM service includes: access to worldwide network of providers, efficient claims service and re-pricing, discounts and negotiations off charges, account management and 24 hour member services.

REGENCE GROUP ADMINISTRATORS, INC. (RGA)Jill MehnerVP Sales & Client Services

220 120th Avenue NE Bellevue, WA 98005 - United StatesPhone: (425) 289-5161 or (800) 869-7093Email: [email protected]: www.accessrga.comYear Business Started: 1986Number of Clients: 91Number of Employees: 217

Regence Group Administrators (RGA) is a third party benefits administrator dedicated to helping self-insured employers create and customize the ideal benefits plan to suit their unique needs. RGA is a licensed affiliate with the BlueCross BlueShield Association (BCBS) and provides BlueCard access Nationally and Worldwide.

RESOURCEONE ADMINISTRATORS Gary BakerPresident

5305 Village Parkway, Suite 1, Village on the CreeksRogers, AR 72758 - United StatesPhone: (800) 967-2077Email: [email protected]: www.roatpa.comYear Business Started: 1998Number of Clients: 100Number of Employees: 40

ResourceOne family of companies offers a wide array of benefit services to it’s clients. From Medical, Dental, and Vision adminsitration to UR/Case Mgt., Cobra Admin., Section 125 Admin., FMLA Administration, and Consolidated Billing Services, and HR Outsourcing Call Center.

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RESTAT David WysongSales & Marketing

11900 W. Lake Park Drive Milwaukee, WI 53224 - United StatesPhone: (800) 926-5858Email: [email protected]: www.restat.comYear Business Started: 1985Number of Clients: 6,500Number of Employees: 170

Restat – providing flexible and affordable pharmacy benefit plans•Eliminatingunnecessarycost•Deliveringfirst-rateclaimsprocessing for self-funded employers, managed healthcare plans, workers’ compensation plans, HMOs, insurance companies, Medicaid, government plans,Unions•64,000independentsandnationalpharmaciesinnetworkCall: 800 926 5858, email [email protected] or visit www.restat.com.

RISK SOLUTION RESOURCES, LLC Chris ChristofilisPresident

3810 Pheasant Ridge Drive N.E., Suite 400 Minneapolis, MN 55449 - United StatesPhone: (763) 231-8762Email: [email protected]: www.rsrmn.comYear Business Started: 2005Number of Clients: 18Number of Employees: 10

Risk Solution Resources is the outsourced Division of Pan-American Life Insurance Company’s Domestic Special Markets, specializing in a wide variety of Group and Individual Life, Accident and Health products.

SB HOWARD & COMPANY Leesa DavisPresident

120 South 2nd Street Rogers, AR 72756-4526 - United StatesPhone: (479) 636-0198Email: [email protected]: www.sbhoward.comYear Business Started: 1986Number of Clients: 5Number of Employees: 10

S B Howard & Company seeks to develop mutually profitable relationships with the customers we serve and with the reinsurance carriers we represent in order to preserve the environment and integrity of self insured benefit plans. We do not strive to be the largest - just the best.We are the choice for individualized employee benefits providing the highest quality claims processing based on integrity, accuracy and respect for the individual.

SEDGWICK CLAIMS MANAGEMENT SERVICES, INC.Paul RossSpecialty Sales, Alternative Risk

1100 Ridgeway Loop Memphis, TN 38120 - United StatesPhone: (901) 415-7400Email: [email protected]: www.sedgwickcms.comYear Business Started: 1969Number of Clients: 1,928Number of Employees: 9,400

Sedgwick CMS is the industry preferred TPA for the most progressive, profitable, and fastest growing companies in the nation. We are a leading national third-party administrator of workers’ compensation, professional, general and auto liability, disability, and absence management and represent clients in all fifty states.

SELF INSURED PLANS, LLC Stephen RasnickPresident

1016 Collier Center Way, #200 Naples, FL 34110 - United StatesPhone: (239) 449-1877Email: [email protected]: www.selfinsuredplans.comYear Business Started: 1997Number of Clients: 187Number of Employees: 16

Sip designs and administers partially self funded plans for small to medium size cases, starting with as few as 15 employees. Our focus is in controlling costs through the benefits of wellness and prevention. We are also very active in the organization and administration of Accountable Care Organizations.

SIHO INSURANCE SERVICES Jennifer CutsingerVP, Client Service

417 Washington Street Columbus, IN 47201 - United StatesPhone: (812) 378-7000Website: www.siho.orgYear Business Started: 1987Number of Clients: 80Number of Employees: 130

SIHO Insurance Services was formed to provide affordable health care benefits for communities. Partnering with the medical community and employers, SIHO endeavors to raise the standard of health care and the quality of life of the community. SIHO is a dominant insurance company, providing a wide array of insurance packages.


SPECTRUM ADMINISTRATORS, INC. Stacey AsbellGeneral Manager

2166 South 12th Street, Suite 301 Allentown, PA 18103 - United StatesPhone: (610) 969-0420Email: [email protected]: www.spectrumtpa.comYear Business Started: 1988Number of Clients: 5Number of Employees: 48

Spectrum Administrators is a full service third party administrator of self-insured health benefit and workers’ compensation programs. By marrying robust technology, clinical resources, innovative stop loss products and highly skilled, customer-focused staff, Spectrum Administrators is uniquely positioned to maximize the self-funding experience in an environment supportive of wellness and prevention.

STERLING SELF INSURANCE ADMINISTRATION(subsidiary of Sterling Health Services Administration)Kevin RowlandDirector of Sales

475 14th Street, Suite 650 Oakland, CA 94612 - United StatesPhone: (800) 617-4729 ext. 224Email: [email protected]: www.sterlingsia.comYear Business Started: Sterling HSA 2004 and Sterling SIA 2010Number of Employees: 50

Sterling Health Services Administration offers HSAs, HRAs, FSAs, POPs, and COBRA. Through our subsidiary company, Sterling Self Insurance Administration, we provide an integrated self-insurance solution combined with a comprehensive wellness program, consumer directed plans, and a proprietary rewards program called Sterling HealthAssets™.

SUMMIT ADMINISTRATION SERVICES, INC.Alfred GregoryPresident

P.O. Box 25160 Scottsdale, AZ 85255-0102 - United StatesPhone: (480) 505-0400Email: [email protected]: www.summit-inc.netYear Business Started: 1996Number of Clients: 45Number of Employees: 28

Concierge services for those groups wanting a step above the rest; dedicated team, advanced technology and reporting. Also, experienced experts in Native American & Tribal Health Plans.

THE BENECON GROUP Matthew KirkSenior Executive Vice President

147 W. Airport Road Lititz, PA 17543 - United StatesPhone: (717) 723-4600Email: [email protected]: www.benecon.comYear Business Started: 1991Number of Clients: 383Number of Employees: 61

Benecon has two decades of experience developing and administering stand-alone and aggregated, self-insured healthcare benefits programs. In addition, Benecon is a General Agent for Highmark, Capital BlueCross, Health America and United Health Care. Employees include actuaries, compliance attorneys, benefit consultants, account managers, accountants, finance specialists and quality assurance specialists.

UNIFIED GROUP SERVICES, INC. Richard MoustyPresident

3131 E. 67th Street Anderson, IN 46013 - United StatesPhone: (800) 291-5837Email: [email protected]: www.UnifiedGrp.comYear Business Started: 1996Number of Clients: 133Number of Employees: 100

As a TPA for self-funded group health plans, Unified Group Services offers many competitive advantages to keep your company on top of the complex world of health care. We offer a wide range of services including: Plan Administration, Benefit Design, Cost-Containment, and Comprehensive Reporting while providing personalized service.

VIRGINIA HEALTH NETWORK James GoreVice President of Marketing

7400 Beaufont Springs Drive, Suite 505 Richmond, VA 23225 - United StatesPhone: (804) 320-3837 ext. 105Email: [email protected]: www.vhn.comYear Business Started: 1988Number of Clients: 4,500Number of Employees: 13

VHN is a provider-owned wholesale PPO covering more than 95% of Virginia’s population. VHN PLUS rates are available for groups with 100 or more eligible Virginia employees. With more than 100 hospitals and 14,000 physicians We’ve got you covered

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WELLDYNERX Jack FeingoldVP, Account Development

7472 S. Tucson Way Centennial, CO 80112 - United StatesPhone: (888) 479-2000Email: [email protected]: www.welldynerx.comYear Business Started: Been in the health services business for over 17 years

WellDyneRx is a national leader in providing innovative pharmacy benefit management solutions. Our commitment to incredible service, coupled with our advanced robotic technology, allows us to offer a comprehensive range of prescription management services. We are committed to delivering pharmacy solutions that provide the highest quality benefits while managing costs.


AFA CLAIM SERVICESErik StremkeSales Director

17777 Center Court Drive, Suite 325Cerritos, CA 90703 - United StatesPhone: (562) 252-3434Email: [email protected]: www.afaclaims.comYear Business Started: 2001Number of Clients: 50Number of Employees: 60

AFA Claim Services provides each client with detailed attention to their specific program, managed by highly experienced adjusters in GL, Auto, Inland Marine and Property. We outperform our competitors with our experience, value added results, and focus on our clients. AFA - High quality results, service, and commitment.

ALTERNATIVE RISK SERVICES, LLC Cecil Witt, Jr.President

10525 NW Ambassador DriveKansas City, MO 64153 - United StatesPhone: (816) 412-4500Email: [email protected]: www.arskc.comYear Business Started: 2001Number of Clients: 25Number of Employees: 40

ALTERNATIVE SERVICE CONCEPTS Glenn BackusSr. VP and Director of Sales & Marketing

2501 McGavock Pike, Suite 802Nashville, TN 37214 - United StatesPhone: (806) 656-0726Email: [email protected]: www.ascrisk.comYear Business Started: 2002Number of Clients: 95Number of Employees: 138

Alternative Service Concepts delivers Workers’ Compensation and Property & Casualty claims management expertise and customized solutions to our partners. Our business model is built on the principles of Flexibility, Expertise and Integrity: Flexibility evidenced by our service models (including on-site adjusters); Integrity by transparency; Expertise means we know your business.

AVIZENT Eric NeuvilleEVP, Client Services, Sales and Marketing

5000 Bradenton AvenueDublin, OH 43017 - United StatesPhone: (888) 646-9675Email: [email protected]: www.avizentrisk.comYear Business Started: 1946Number of Clients: 20,200Number of Employees: 1,000

Avizent is a consultative risk management company providing consistent quality across all offices. We offer innovative, wholly-owned solutions including claims management, managed care, loss prevention, premium audit services, alternative risk/captive programs, medical allocation and investigative services, and advanced RMIS technology. We are a national TPA alternative with a local touch.

BRENTWOOD SERVICES ADMINISTRATORS, INC.Keith FawcettVice President

P.O. Box 1125Brentwood, TN 37024-1125 - United StatesPhone: (800) 524-0604Email: [email protected]: www.brentwoodservices.comYear Business Started: 1990Number of Clients: 100+Number of Employees: 180

Brentwood Services Administrators provides Third Party Administration services for self-insured, large deductible and insurance company clients. BSA is an independent regional TPA with a national reach and a focus on Workers’ Compensation and other property, casualty and accident lines. BSA is committed to meeting the unique needs of our clients.

SECTION 2THIRD PARTY ADMINISTRATORS (TPAS)PROPERTY AND CASUALTY/WORKERS’ COMPENSATION/CAPTIVES

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BROADSPIRE Celia WinchellV.P. Product Development

19111 N. Dallas Parkway, Suite 180Dallas, TX 75387 - United StatesPhone: (972) 250-5104Email: [email protected]: www.choosebroadspire.comYear Business Started: 1912Number of Clients: 500Number of Employees: 2,000

Broadspire designs workers compensation, general and auto liability programs customized to your company. Our host of cost saving, medical management services include: Medical Bill Review, Pharmacy Benefits Management, Utilization Management, Physician Review Services, Case Management, Chronic Pain Management, Alternate Dispute Resolution, Return To Work and more. Contact us at www.choosebroadspire.com.

CONSIDINE & ASSOCIATES (HealthClaim Review®)Jim Considine, MD MBAPresident & CEO

25401 Cabot Road, Suite 200Laguna Hills, CA 92653 - United StatesPhone: (949) 470-1800Email: [email protected]: www.healthclaimreview.comYear Business Started: 1996Number of Clients: 60+Number of Employees: 27

Considine & Associates (HealthClaim Review®) is a URAC-accredited independent review organization that provides independent medical review for workers’ comp and disability. Medical necessity, coding and claims review, fraud and abuse, physician and hospital bill review, hospital line audits and line-by-line hospital bill repricing are key product areas.

EBIX HEALTH Laurie DouglasDirector of Marketing

10 10th Street NE, Suite 500Atlanta, GA 30328 - United StatesPhone: (404) 604-2757Email: [email protected]: www.ebix.comYear Business Started: 1989Number of Clients: 5,600Number of Employees: 90


HEALTHCARE SUBROGATION GROUP, LLCBrian BrumitPresident

4 Armstrong Road, 4th FloorShelton, CT 06484 - United StatesPhone: (203) 312-1750Email: [email protected]: www.hcsg.netYear Business Started: 2002Number of Clients: 160Number of Employees: 50

HCSG prides itself on identifying all paid claims at the treatment level and systemically investigates to ensure that the treatments are indeed for the right person and that the right policy paid and paid appropriately, all without contacting the member. HCSG and Spartan Recoveries never close a case thereby increasing recovery.

HEALTH SYSTEMS INTERNATIONAL Joseph AntonellPresident of Bill Review Division

7300 N. Kendall Drive, Suite 505Miami, FL 33156 - United StatesPhone: (305) 671-5126Email: [email protected]: www.us-hsi.comYear Business Started: 2004Number of Clients: 700Number of Employees: 200


HM INSURANCE GROUP Judi HastDirector, Events Planning and Promotions

P.O. Box 535061Pittsburgh, PA 15253-5061 - United StatesPhone: (800) 328-5433Email: [email protected]: www.hminsurancegroup.comYear Business Started: 1980Number of Employees: 505

HM Insurance Group utilizes its strength and experience to provide products and services that deliver health risk solutions. HM’s product portfolio features Stop Loss, including HMO Reinsurance and Provider Excess, and a suite of voluntary products including Critical Illness, Accident, Disability Income, Term Life and Limited Benefit Medical Plans.


MUTUAL ASSURANCE ADMINISTRATORS, INC.Eric WrightChief Marketing Officer

3121 Quail Springs ParkwayOklahoma City, OK 73134 - United StatesPhone: (405) 848-1975Email: [email protected]: www.maa-tpa.comYear Business Started: 1975Number of Clients: 230Number of Employees: 225


MYMATRIXX Melissa Vance

5706 Benjamin Center Drive, Suite 103Tampa, FL 33634 - United StatesPhone: (813) 321-6246Email: [email protected]: www.mymatrixx.comYear Business Started: 2001Number of Clients: 540Number of Employees: 100

myMatrixx® is a privately owned company specializing in Workers’ Compensation and pain management. We provide a nationwide network of more than 64,000 pharmacies, a corporately owned mail service and compounding pharmacy, and an information-based clinical program which utilizes comprehensive technology to drive operational efficiency. myMatrixx’s vision is to deliver an unimaginably great customer experience.

NORTH AMERICAN RISK SERVICES, INC.Robert RurykPresident & COO

240 E. Central Parkway, Suite 4010Altamonte Springs, FL 32701 - United StatesPhone: (800) 315-6090Email: [email protected]: www.narisk.comYear Business Started: 1996Number of Clients: 67Number of Employees: 174

North American Risk Services (NARS) is a premier third-party claims administrator that is dedicated to producing the best possible results for our clients. Founded in 1996, we handle claims for insurers, brokerages, managing general agencies, reinsurers, liquidation bureaus, self-insured funds and entities.

NORTHSHORE INTERNATIONAL INSURANCE SERVICES, INC.David Ives, CPCUChief Executive Officer

199 Rosewood DriveDanvers, MA 01923 - United StatesPhone: (978) 745-6655Email: [email protected]: www.niis.comYear Business Started: 1988Number of Clients: 300+Number of Employees: 50

Improving performance and saving money through verification and compliance audits on behalf of self-insureds, excess insurers, MGUs, reinsurers, captives and governmental entities. Claims management, litigation support, managed care, excess claims run-off services provided by professional staff experienced in all lines of Medical, Life, Workers’ Compensation and all Property Casualty coverages.

OPTUMHEALTH Lauren ByersDirector, Marketing

6300 Olson Memorial HighwayGolden Valley, MN 55427 - United StatesPhone: (866) 427-6845Email: [email protected]: www.optumhealth.comNumber of Employees: 11,000


PMA MANAGEMENT CORP./ PMA MANAGEMENT CORP. OF NEW ENGLANDMichael MacAulayVP Sales

380 Sentry ParkwayBlue Bell, PA 19422 - United StatesPhone: (856) 727-3157Email: [email protected]: www.pmacompanies.comYear Business Started: 1991Number of Clients: 300Number of Employees: 300+

PMA is a top provider of TPA and Risk Services in the US. With client retention averaging 98% and a 96% customer satisfaction rating, PMA delivers tangible value every day, striving to exceed our clients’ expectations and maximize their financial results. We provide complete third-party claims and risk management services.

888.394.5688 | THE Directory 2012 23

PRO GROUP MANAGEMENT, INC. Robert VogelVice President

575 S. Saliman RoadCarson City, NV 89701 - United StatesPhone: (775) 887-2480Email: [email protected]: www.pgmnv.comYear Business Started: 1995Number of Clients: 2,400Number of Employees: 50

Pro Group is an administrator of self insured groups for workers’ compensation and Captive Manager specializing in alternative risk transfer solutions for businesses of all sizes and types managing five self insured workers’ compensation groups and over 45 captives for clients from 36 states.

SB HOWARD & COMPANY Leesa DavisPresident

120 South 2nd StreetRogers, AR 72756-4526 - United StatesPhone: (479) 636-0198Email: [email protected]: www.sbhoward.comYear Business Started: 1986Number of Clients: 5Number of Employees: 10

S B Howard & Company seeks to develop mutually profitable relationships with the customers we serve and with the reinsurance carriers we represent in order to preserve the environment and integrity of self insured benefit plans. We do not strive to be the largest - just the best.We are the choice for individualized employee benefits providing the highest quality claims processing based on integrity, accuracy and respect for the individual.

SEDGWICK CLAIMS MANAGEMENT SERVICES, INC.Paul RossSpecialty Sales, Alternative Risk

1100 Ridgeway LoopMemphis, TN 38120 - United StatesPhone: (901) 415-7400Email: [email protected]: www.sedgwickcms.comYear Business Started: 1969Number of Clients: 1,928Number of Employees: 9,400

Sedgwick CMS is the industry preferred TPA for the most progressive, profitable, and fastest growing companies in the nation. We are a leading national third-party administrator of workers’ compensation, professional, general and auto liability, disability, and absence management and represent clients in all fifty states.

SPECTRUM ADMINISTRATORS, INC. Stacey AsbellGeneral Manager

2166 South 12th Street, Suite 301Allentown, PA 18103 - United StatesPhone: (610) 969-0420Email: [email protected]: www.spectrumtpa.comYear Business Started: 1988Number of Clients: 5Number of Employees: 48

Spectrum Administrators is a full service third party administrator of self-insured health benefit and workers’ compensation programs. By marrying robust technology, clinical resources, innovative stop loss products and highly skilled, customer-focused staff, Spectrum Administrators is uniquely positioned to maximize the self-funding experience in an environment supportive of wellness and prevention.

TRISTAR INSURANCE GROUP/ TRISTAR BENEFIT ADMTRS.Joe McLaughlinSenior VP, Sales & Marketing

203 N. Golden Circle Drive, Suite 200Santa Ana, CA 92705 - United StatesPhone: (714) 543-0700 ext. 3423Email: [email protected]: www.tristarrisk.comYear Business Started: 1987Number of Clients: 300+Number of Employees: 700+

For over 20 years, TRISTAR Risk Management has provided workers’ compensation and liability claims management and administration services. TRISTAR provides Third Party Administration services to self-insured entities, including cities, counties, healthcare organizations, transportation, school and water districts, and other private industries. TRISTAR’s services include loss control and managed care services.

VIRGINIA HEALTH NETWORK James GoreVice President of Marketing

7400 Beaufont Springs Drive, Suite 505Richmond, VA 23225 - United StatesPhone: (804) 320-3837 ext. 105Email: [email protected]: www.vhn.comYear Business Started: 1988Number of Clients: 4,500Number of Employees: 13

VHN is a provider-owned wholesale PPO covering more than 95% of Virginia’s population. VHN PLUS rates are available for groups with 100 or more eligible Virginia employees. With more than 100 hospitals and 14,000 physicians we’ve got you covered.

Independence Holding Group announces the formation of

IHC Risk Solutions

The expertise of IHC’s five managing general underwriters Alliance Underwriters

Independence Insurance Group

Majestic Underwriters

Marlton Underwriters

Risk Assessment Strategies

Combined into one direct stop-loss solution

Direct strength. Leading innovation. ihcrisksolutions.com

888.394.5688 | THE Directory 2012 25

AMERICAN FIDELITY ASSURANCE Diana LeeAssistant Vice President

2000 N. Classen Boulevard - 7E

Oklahoma City, OK 73106 - United StatesPhone: (405) 523-5635Email: [email protected]: www.afadvantage.comYear Business Started: 1960Number of Clients: 365Number of Employees: 1,500+

American Fidelity Assurance Company is a family-owned organization providing stop loss products to clients since 1994. We are founded on and driven by the principles of serving our customers and protecting their investments. We work with select high-quality managing general underwriters to provide stop loss coverage.

ARBOR BENEFIT GROUP, L.P. Gerald KiernanPresident281 Farmington Avenue Farmington, CT 06032 - United StatesPhone: (860) 674-9748Email: [email protected]: www.arborbg.comYear Business Started: 2000Number of Clients: 90Number of Employees: 20

ASG RISK MANAGEMENT, INC. Alan GraffamPresidentTwo Monument Square, Suite 520 Portland, ME 04101 - United StatesPhone: (207) 775-2332Email: [email protected]: www.asgrmi.comYear Business Started: 2003Number of Clients: 75Number of Employees: 11

BARDON INSURANCE GROUP, INC. Don ThalerPresident8326 E. Hartford Drive, Suite 100 Scottsdale, AZ 85255 - United StatesPhone: (480) 682-1400Email: [email protected]: www.bardon.netYear Business Started: 1996Number of Clients: 250Number of Employees: 12

Bardon Insurance Group is a consistently top rated MGU whose business is built on the principles of honesty, integrity and excellence. It is our goal to form partnerships with companies like ours where these values are the top priority. We represent AM Best “A” rated carriers with products aimed at 25 to 250+ life employers.

BEACON RISK STRATEGIES, AN AMWINS GROUP BENEFITS COMPANYWright DickinsonPresident180 Nickerson Street, Suite 304 Seattle, WA 98109 - United StatesPhone: (206) 298-0092Email: [email protected]: www.beaconrisk.comYear Business Started: 1999Number of Clients: 250+Number of Employees: 25

Relationship oriented, full service MGU focused on large case medical stop-loss market. Seasoned underwriting staff averages 20+ years experience. We deliver superior value to partners and clients through a focus on service, expertise and a consultative approach to cost-containment strategy. Case Management, pre-natal wellness and transplant programs offered.

SECTION 3MANAGING GENERAL UNDERWRITERS (MGUs)/MEDICAL STOP-LOSS CARRIERS

LIFE & HEALTH/EMPLOYEE BENEFITS


BENEFITMALL Kim JohnsonDirector, Business Operations5090 North 40th Street, Suite. 100 Phoenix, AZ 85018 - United StatesPhone: (602) 308-0797Email: [email protected]: www.benefitmall.comYear Business Started: 1979Number of Clients: 125Number of Employees: 700+

BenefitMall is the nation’s largest wholesaler of insurance products. Our Self-Funded Division represents numerous direct writers of medical stop-loss. We pride ourselves on our buying power, services provided, and partnerships with our carriers and broker/clients. There is no fee to our brokers or their customers for our service.

BERKLEY ACCIDENT & HEALTH Christopher BrownPresident & CEO290 Donald Lynch Boulevard, Suite 302 Marlborough, MA 01752 - United StatesPhone: (508) 573-6123Email: [email protected]: www.BerkleyAH.comYear Business Started: 2005Number of Clients: 16,000+Number of Employees: 60

Berkley Accident & Health, LLC is a direct-writer of stop loss insurance in 50 states, policies issued by Berkley Life and Health Insurance Company, rated A+ by AM Best. The company is a wholly-owned subsidiary of W.R. Berkley Corporation (NYSE: WRB). Berkley offers a unique product called EmCap that utilizes an offshore captive arrangement to provide a self-funded alternative to smaller employers of 50 or more employees that are trapped in fully insured medical plans. Sales Managers are located throughout the United States.

BEST RE Carolyn ShepherdSales & Marketing Director2700 W. Cherry Lane, Suite 110 Meridian, ID 83642 - United StatesPhone: (877) 868-5775Email: [email protected]: www.bestre.netYear Business Started: 1979

Let BEST Re’s Team of Experts work for you! As a full service managing general underwriter, we provide medical stop loss insurance through qualified TPAs and brokers. With professional staff and total oversight of claims, marketing and underwriting, BEST Re delivers financially viable stop loss products for your clients.

BLUE CROSS BLUE SHIELD OF FL Juli WilliamsSr. Manager - Stop Loss/Reinsurance4800 Deerwood Parkway, Campus Parkway Jacksonville, FL 32246 - United StatesPhone: (904) 905-4093Email: [email protected]: www.bcbsfl.comYear Business Started: 2008Number of Clients: 100+Number of Employees: 3

BRENTWOOD REINSURANCE INTERMEDIARIES, INC.Al RusnakDirector of Marketing, Life & Health Reins.P.O. Box 1125 Brentwood, TN 37024-1125 - United StatesPhone: (800) 524-0604Email: [email protected]: www.brentre.comYear Business Started: 1990Number of Employees: 190

BrentRe is an independent reinsurance intermediary serving insurance companies, MGU’s and program administrators. Our responsive personal service is focused on Life, Accident, Health, and Workers’ Compensation reinsurance.

CALCPA GROUP INSURANCE TRUST Susan YoungExecutive Director1800 Gateway Drive, Suite 201 San Mateo, CA 94404 - United StatesPhone: (650) 522-3250Email: [email protected]: www.cpaprotectplus.comYear Business Started: 1959Number of Clients: 1,440Number of Employees: 7

CalCPA ProtectPlus provides high-quality medical, dental, vision, term life and long-term disability plans exclusively for CalCPA member-owned firms.

888.394.5688 | THE Directory 2012 27

CELTIC INSURANCE COMPANY Tom FrankVice President233 S. Wacker Drive, Suite 700 Chicago, IL 60606 - United StatesPhone: (312) 332-8570Email: [email protected]: www.celtic-net.comYear Business Started: 1980Number of Clients: 1,000Number of Employees: 100

CELTIC: THE Source for Medical Conversion. Til PPACA begins in 2014, Celtic remains the largest provider of stand-alone medical conversion. Celtic issues coverage, without pre-ex limitation, to individuals when COBRA runs out. High risk pools and HIPAA alone are not enough. Provide “fully-insured” like benefit to your self-funded groups at reasonable cost. All states except OR and NH.

CEVIAN INTERMEDIARIES, LLC Nigel WallbankExecutive Vice President246 Walker Road Wayne, PA 19087 - United StatesPhone: (305) 632-3334Email: [email protected]: www.cevian-re.com

Cevian Intermediaries offers a full scope of broker services including Excess Cover, Transplant Carve Out, Rx Carve Out, Employer Stop Loss, Managed Care, Pet, Blanket Special Risk, Limited Medical, Student and Travel Assistance.

CHARTIS ACCIDENT & HEALTH CORPORATE BENEFITSJeff MeyerVice President, SalesOne MacArthur Place, Suite 620 South Coast Metro, CA 92707 - United StatesPhone: (714) 436-3600Email: [email protected]: www.chartisinsurance.comYear Business Started: 1974

Chartis Accident & Health Corporate Benefits (formerly known as Medical Excess) has been an industry leader in Medical Stop Loss and Fully Insured Organ Transplant coverages since 1974. For employee benefits captive programs, we can provide a fronting carrier, excess coverage, and captive management services as needed.

CHUBB ACCIDENT & HEALTH Michael FeighanVice President of Worldwide Underwriting202 Hall’s Mill Road Whitehouse Station, NJ 08889 - United StatesPhone: (908) 572-2887Email: [email protected]: www.chubb.com/accident

Over the past 50 years, Chubb has provided accident & health solutions. Experience, superior service and financial strength are just some of the advantages we offer. Chubb Accident & Health consistently demonstrates an exceptional ability to creatively collaborate with policyholders, through our flexible and innovative approach to products and services.

CHUBB ACCIDENT & HEALTH Lee HilsabeckAVP, Special Risk Manager233 S. Wacker Drive, Suite 4700 Chicago, IL 60606 - United StatesPhone: (312) 681-1313Email: [email protected]: www.chubb.com/accident


CHUBB ACCIDENT & HEALTH David StimusAVP, Assumed Reinsurance Manager202 Hall’s Mill Road Whitehouse Station, NJ 08889 - United StatesPhone: (908) 572-3605Email: [email protected]: www.chubb.com/accident



CHUBB ACCIDENT & HEALTH Jim VillaSVP, North American Manager202 Hall’s Mill Road Whitehouse Station, NJ 08889 - United StatesPhone: (908) 572-2581Email: [email protected]: www.chubb.com/accident


CONSIDINE & ASSOCIATES (HealthClaim Review®)Jim Considine, MD MBAPresident & CEO25401 Cabot Road, Suite 200 Laguna Hills, CA 92653 - United StatesPhone: (949) 470-1800Email: [email protected]: www.healthclaimreview.comYear Business Started: 1996Number of Clients: 60+Number of Employees: 27

Considine & Associates (HealthClaim Review®) provides medical bill review services to SIUs, TPAs, stop loss carriers, reinsurance, bill negotiation and financial recovery companies. Facility bill review includes DRG validation, hospital line audit, as well as repricing of itemized hospital bills, implants and outpatient surgery centers. Facility bill review is supplemented by a large national physician consultant panel that performs medical necessity and claims and coding review.

D.W. VAN DYKE & CO., INC. Christopher KoehlerPresident195 Danbury Road, Suite 300 Wilton, CT 06897 - United StatesPhone: (203) 761-9300Email: [email protected]: www.dwvd.comYear Business Started: 1978Number of Clients: 125Number of Employees: 22


DCC, INC. Sam SletagerNational Sales ManagerP.O. Box 718 Sandpoint, ID 83864 - United StatesPhone: (208) 265-1719Email: [email protected]: www.dccinc-us.comYear Business Started: 2002Number of Clients: 110Number of Employees: 16


EAST COAST UNDERWRITERS, LLC Aaron WilkiePresident101 N. Pine Street, Suite 210 Spartanburg, SC 29302 - United StatesPhone: (864) 542-1592Email: [email protected]: www.ecumgu.comYear Business Started: 2001Number of Clients: 206Number of Employees: 17

East Coast Underwriters (ECU) is a Managing General Underwriter, providing Medical Stop Loss Insurance to employer groups who self fund their medical benefits. Medical Stop Loss Insurance protects an employer’s medical plan against catastrophic medical claims. ECU specializes on employer groups with 25-250 covered employee lives with and has unique products such as our EZ AGG™ and 12/12 Plus™. In addition to Medical Stop Loss coverage, we also quote Life Insurance and AD&D.

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ELITE UNDERWRITING SERVICES Eric DovePresident191 Sheree Boulevard Exton, PA 19341 - United StatesPhone: (610) 280-4304Email: [email protected]: www.eliteuw.comYear Business Started: 1994Number of Clients: 400Number of Employees: 48

Since 1994, Elite Underwriting Services continues to be one of the country’s leading Managing General Underwriting Companies with $100M in Stop Loss premiums under management. We provide brokers, consultants and third-party administrators with a wide array of Stop-loss options and product flexibility necessary to meet the needs and expectations of your clients, in all 50 states.

EXCESS REINSURANCE UNDERWRITERSBrian ZidekPresident307 S. Evergreen Avenue, Suite 101 Woodbury, NJ 08096 - United StatesPhone: (856) 251-2280Email: [email protected]: www.excessre.comYear Business Started: 1989Number of Clients: 400+Number of Employees: 31

Excess Re is a national, full service managing general underwriter specializing in employer stop loss insurance, HMO reinsurance, voluntary benefits and captive reinsurance solutions. Excess Re’s history, reputation, and innovative underwriting enable it to deliver products and services to meet the needs of an evolving industry.

EXCESS RISK REINSURANCE Steven ParkerPresidentP.O. Box 1170 Ridgeland, MS 39158 - United StatesPhone: (601) 427-0235Email: [email protected]: www.excessriskms.comYear Business Started: 1989Number of Clients: 170Number of Employees: 20

Excess Risk Reinsurance is a managing general underwriter of Specific and Aggregate Excess Insurance with full authority of market, to underwrite, issue policies, collect premiums and pay claims on behalf of Best rated

FAIRMONT SPECIALTY Lauren WoodsSr. Marketing Associate5 Christopher Way Eatontown, NJ 07757 - United StatesPhone: (732) 676-9833Email: [email protected]: www.fairmontspecialty.comYear Business Started: 2000Number of Employees: 42

Fairmont Specialty is part of Crum & Forster group, rated A (Excellent) by AM Best. The Accident & Health division of Fairmont Specialty offers a variety of products including Stop Loss, Organ Transplant, HMO Re, Provider Excess, Limited Medical, K-12, College A&S, Special Risk, Occupational Accident, Inbound/Outbound, Travel and Pet insurance.

FIDELITY SECURITY LIFE INSURANCE David SmithSenior Vice President3130 Broadway Kansas City, MO 64111 - United StatesPhone: (816) 756-1060 ext. 1550Email: [email protected]: www.fslins.comYear Business Started: 1969Number of Clients: 105Number of Employees: 265

FSL is an issuing carrier in Stop Loss. In addition, FSL underwrites numerous supplemental health products including Rx carveouts, Vision, Limited Medical, GAP, Dental and Hearing. Reinsurance partners are needed for added capacity for virtually all programs.

GREENWOOD INT’L. INSURANCE SVCS.Daniel BoisvertCEO225 Franklin Street, Suite 1200 Boston, MA 02110-2829 - United StatesPhone: (617) 502-3024Email: [email protected]: www.gwigroup.comYear Business Started: 1987Number of Clients: 400+Number of Employees: 20

GreenWood International Insurance Services, Inc. (GWI) is a Managing General Underwriter specializing in medical stop loss, group accident insurance, and occupational accident insurance. GWI delivers superior customer service, flexible underwriting, and tailors coverage to the individual risk management needs of its clients. For more information, visit www.gwigroup.com


HCC LIFE INSURANCE COMPANY Dan StruszExecutive Vice President225 TownPark Drive, Suite 145 Kennesaw, GA 30144 - United StatesPhone: (800) 447-0460Email: [email protected]: www.hcclife.comYear Business Started: 1982Number of Clients: 3,000+Number of Employees: 600+

HCC Life Insurance Company, a subsidiary of HCC Insurance Holdings, Inc., is a leading specialty insurance carrier providing medical stop loss, medical excess, HMO reinsurance, and other specialty insurance products. Rated A+ (Superior) by A.M. Best Company, HCC Life provides exceptional claims turnaround times and value-added services.

HI-TECH HEALTH, INC. Michael CarraraPresident1500 Route 517, Suite 200 Hackettstown, NJ 07840 - United StatesPhone: (908) 813-3440Email: [email protected]: www.hi-techhealth.comYear Business Started: 1990Number of Clients: Number of Employees:


E L I T E U W . C O M • 8 8 8 . 3 0 3 . 3 3 7 9

Relationships are the foundation of our business.Servicing our clients since 1994, Elite Underwriting is one of the country’s leading privately held Managing General Underwriters.

Managing $150,000,000 of premium, we are partnered with A+ and A rated carriers. Encouraging a culture of innovation and service, we leverage our expertise and industry relationships – allowing us to offer a wide array of products and services, as well as

superior custom solutions for our clients.

888.394.5688 | THE Directory 2012 31

HM INSURANCE GROUP Judi HastDirector, Events Planning and PromotionsP.O. Box 535061 Pittsburgh, PA 15253-5061 - United StatesPhone: (800) 328-5433Email: [email protected]: www.hminsurancegroup.comYear Business Started: 1980Number of Employees: 505

HM Insurance Group utilizes its strength and experience to provide products and services that deliver health risk solutions. HM’s product portfolio features Stop Loss, including HMO Reinsurance and Provider Excess, and a suite of voluntary products including Critical Illness, Accident, Disability Income, Term Life and Limited Benefit Medical Plans.

HUMANA, INC. Danielle CoxDirector500 W. Main Street Louisville, KY 40202 - United StatesPhone: (502) 580-1489Email: [email protected]: www.humana.comYear Business Started: 1961Number of Clients: 77,395Number of Employees: 36,000

Humana provides more than group and individual health insurance—we offer customizable solutions to help members achieve lifelong well-being. From exceptional service to innovative resources, Humana is your self funded solutions partner.• Medical• Pharmacy• Dental• Vision• Life• Disability• MedicalStopLoss• VoluntaryBenefits(CriticalIllness,Accident,Cancer,

Supplemental Health)

IHC RISK SOLUTIONS Frank DalicandroExecutive Vice President485 Madison Avenue, Floor 14 New York, NY 10022 - United StatesPhone: (877) 392-3770 ext. 401Email: [email protected]: www.ihcrisksolutions.comYear Business Started: 1992Number of Clients: 180Number of Employees: 54

IHC Risk Solutions, is a member of The IHC Group (NYSE:IHC), with expertise in underwriting, selling and managing large claim risk for medical stop-loss for groups starting at 25 lives and ranging up to the largest groups. Today, IHC Risk Solutions is one of the largest medical stop-loss underwriters in the United States.

IIS/INT’L. INSURANCE AGENCY SVCS. LLCDavid HaddadChief Marketing Officer10 S. LaSalle Street, Suite 3450 Chicago, IL 60603 - United StatesPhone: (800) 786-0500Email: [email protected]: www.iismgu.comYear Business Started: 1993Number of Clients: 180Number of Employees: 20

International Insurance Agency Services, LLC (“IIS”) is a Managing General Underwriter specializing in independent insurance underwriting, marketing, and administrative services that provide employee benefit programs. IIS creates unique concepts and designs competitive, affordable employer programs & plans to deliver up-to-date benefits desired by employees in the current environment.

ING EMPLOYEE BENEFITS Mary SullivanHead of Stop Loss20 Washington Avenue South Minneapolis, MN 55401 - United StatesPhone: (612) 342-7459Email: [email protected]: www.ing.us/employers/employee-benefitsYear Business Started: 1976Number of Clients: 796 stop loss clientsNumber of Employees: 425

ING Employee Benefits, a division of ReliaStar Life Insurance Company, has been a leader in the stop loss market for more than 30 years. We offer a variety of stop loss insurance products to protect self-funded employers from unpredictable and catastrophic health claims.


INTERMEDIARY INSURANCE SERVICES, INC. (IISI)Jim HenryExecutive Vice President180 Montgomery Street, 5th Floor San Francisco, CA 94104 - United StatesPhone: (415) 399-6700Email: [email protected]: www.iisinet.comYear Business Started: 1983

Intermediary Insurance Services, Inc. (IISI) is a full-service MGU providing employer stop loss, group life, and managed care solutions to the self-funded community through our TPA and broker/consultant relationships. IISI is a Companion Life Affiliated Company.

INTERNATIONAL ASSURANCE OF TN, INC.Robert BaisdenPresident123 7th Avenue South Franklin, TN 37064 - United StatesPhone: (615) 790-6908Email: [email protected]: www.iatmgu.comYear Business Started: 1984Number of Clients: 250Number of Employees: 17

IAT is one of, if not the oldest, independently owned, full service MGU’s providing Excess Medical for self-insured medical Benefit Plans and Inmate Excess Medical for jails and prisons.

INTERNATIONAL MEDICAL GROUP-STOP LOSS, INC.Steve ButzVice President, Marketing2960 North Meridian Street Indianapolis, IN 46208 - United StatesPhone: (877) 884-6475 ext. 4673Email: [email protected]: www.IMG-stoploss.comYear Business Started: 1990

IMG-Stop Loss, Inc is a wholly-owned subsidiary of International Medical Group, and a recognized leader in providing a full line of medical stop loss solutions to the self-funded benefit market. Our stop loss products are designed for employer plans from 11 employees and larger.

INTERNATIONAL RISK CONSULTANTSMichael McGrathPresident & CEOOne Corporation Way, Suite 230 Peabody, MA 01960 - United StatesPhone: (781) 581-9800Email: [email protected]: www.Irc-Inc.orgYear Business Started: 1990Number of Employees: 10

International Risk Consultants is a nationwide full service MGU representing A+ carriers serving the needs of TPA’s, Brokers and Consultants. IRC underwrites specific and aggregate stop loss. We emphasize flexible underwriting,outstanding service, long term relationships and a tradition of strength and stability.

IOA RE, INC. Charles Place, Jr.Executive Vice President190 W. Germantown Pike, #200 East Norriton, PA 19401 - United StatesPhone: (267) 242-0096Email: [email protected]: www.ioare.comYear Business Started: 1982Number of Clients: 306Number of Employees: 35

Headquartered in East Norriton, PA, IOA Re maintains three broad binding authorities designed to provide flexible employer stop loss product and service options to the TPA and employer community. Besides East Norriton, we maintain underwriting staff in Indianapolis, Kansas City and Salt Lake City.

LIFEWISE ASSURANCE COMPANY Michael WoznyPresident7001 220th Street, S.W., MS 222 Mountlake Terrace, WA 98043-2160 - United StatesPhone: (425) 918-4668Email: [email protected]: www.lifewiseac.comYear Business Started: 1981Number of Clients: 100Number of Employees: 31

LifeWise Assurance Company offers stop loss and group life and disability products that provide valuable benefit features, and the flexibility to meet the unique needs of our diverse customer base. Now in our 30th year, our coverage extends to over 460,000 people in 13 Western states (which includes 2 pending applications).

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MAGNACARE Steve Kokulak, Esq.Vice President, Workers Compensation & No-Fault303 George Street, Suite 400 New Brunswick, NJ 08901 - United StatesPhone: (516) 282-8923Email: [email protected]: www.magnacare.comYear Business Started: 1990Number of Employees: 225


M-D UNDERWRITING SERVICES, INC.Cathy GuentherPresident1880 General George Patton Drive, Suite 102 Franklin, TN 37067 - United StatesPhone: (615) 662-3535Email: [email protected]: www.mdusi.comYear Business Started: 2000Number of Clients: 50+Number of Employees: 7

M-D Underwriting Services, Inc. is a full-service MGU representing an A+ rated Carrier for TPA’s and brokers. MDU is dedicated to providing professional, technically superior, quality service to the Medical Excess Loss marketplace utilizing a ‘Back to Basics’, open and accessible approach, in working with its producers.

MEDICAL RISK MANAGERS, INC. Craig PhillipsVice President of Underwriting1170 Ellington Road South Windsor, CT 06074 - United StatesPhone: (860) 291-3048Email: [email protected]: www.mrm-mgu.comYear Business Started: 1984Number of Clients: 500+Number of Employees: 44

MRM is an MGU providing assistance in stop loss primarily to BCBS organizations, ASO, and HMO clients. Services include underwriting, extensive network evaluations, consulting, stop loss claims adjudication, actuarial, and accounting support. We currently have $220 million and have profitably underwritten over $2 Billion of stop loss throughout our history.

MONTGOMERY MANAGEMENT Anne Marie McCarthyPresident137 S. Main Street North Wales, PA 19454 - United StatesPhone: (800) 883-1500Email: [email protected]: www.montmgmt.comYear Business Started: 1989Number of Employees: 20

Montgomery Management, a full service MGU, has been providing flexible and innovative stop-loss and life products to the marketplace since 1896. Our professional expertise, personalized service, and corporate strength and stability make Montgomery Management an industry leader.

MUNICH RE Michael ShevlinSenior Vice President555 College Road East Princeton, NJ 08543 - United StatesPhone: (609) 243-4893Email: [email protected]: www.munichrestoploss.comYear Business Started: 1996Number of Clients: 250Number of Employees: 45

Munich Re Stop Loss is a leading provider of risk management services/stop loss products for the self-funded group market. We are a member of Munich Re, the world’s preeminent reinsurer. Our size/stability provides us with the appetite, creativity and financial strength to take on large/complex risks.

NATIONAL UNDERWRITING SERVICES, INC.Dana DriscollNational Marketing Director14893 State Highway 16 N., Suite 1 Helotes, TX 78023 - United StatesPhone: (210) 695-2381Email: [email protected]: www.nus1.comYear Business Started: 1985Number of Clients: 20+Number of Employees: 8

NUS resolves to build working relationships with our customers and carrier partners based upon a committment to excellence, integrity and trust. We provide effective stop loss solutions through a controlled distrubtion model across the USA.


NORTHWIND, LLC Doug ThomasPresident3162 Phoenixville Pike Malvern, PA 19355-8643 - United StatesPhone: (610) 840-0401 ext. 7103Email: [email protected]: www.northwindllc.comYear Business Started: 1997Number of Clients: 127Number of Employees: 15

NorthWind,LLC is a full service MGU providing stop loss coverage through three A+ rated carriers as well as voluntary worksite coverages through Transamerica Life Insurance Company. We are appointed in 48 states and have been serving the self funded market since 1997.

ONE HUNDRED YEARS, LLC David AngelonePartner302 Harper Drive, Suite 302 Moorestown, NJ 08057 - United StatesPhone: (646) 837-7905Email: [email protected]: www.100years.comYear Business Started: 2009Number of Employees: 15

One Hundred Years, LLC is an insurance and financial services organization providing turnkey international health and wealth insurance solutions to insurers, employers and MGA’s. We deliver proprietary health insurance and financial security products, access to international insurance and reinsurance facilities, underwriting and pricing, operational strategy, medical management, international claims and cost containment.

OPTUMHEALTH Lauren ByersDirector, Marketing6300 Olson Memorial Highway Golden Valley, MN 55427 - United StatesPhone: (866) 427-6845Email: [email protected]: www.optumhealth.comNumber of Employees: 11,000


PREMIER HEALTHCARE EXCHANGE, INC.Todd RobertiCEO2 Crossroads Drive Bedminster, NJ 07921 - United StatesPhone: (908) 658-3535Email: [email protected]: www.phx-online.comYear Business Started: 2001Number of Clients: 100+Number of Employees: 75+


PRESIDIO REINSURANCE GROUP Tom SassSVP, Chief Marketing Officer199 Fremont Street San Francisco, CA 94105 - United StatesPhone: (612) 234-4941Email: [email protected]: www.PresidioRe.comYear Business Started: 1994Number of Clients: Leading A&H ReinsurerNumber of Employees: 60+

Presidio provides innovative and effective solutions for Accident and Health risks. Our broad portfolio of products and services includes HMO and medical reinsurance, employer and provider excess of loss, personal accident, international medical, life catastrophe and medical management services through Presidio Pulse?. Offices in San Francisco, Minneapolis, London and Kansas City.

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RISK & INSURANCE CONSULTING SERVICES, LLCJamie BrownVice President5500 Lilburn-Stone Mountain Road, Suite B Stone Mountain, GA 30087 - United StatesPhone: (770) 923-3133Email: [email protected]: www.rics-reinsurance.comYear Business Started: 1997Number of Employees: 7

Providing innovative solutions in life, accident and health reinsurance. Access to issuing carriers for MGU’s, TPA’s, and captives, along with extensive experience negotiating reinsurance; including unlimited benefits and facultative reinsurance for legitimate groups with critical mass. Our expertise in reinsurance accounting and risk analysis will help optimize your reinsurance programs.

RISK SOLUTION RESOURCES, LLC Chris ChristofilisPresident3810 Pheasant Ridge Drive N.E., Suite 400 Minneapolis, MN 55449 - United StatesPhone: (763) 231-8762Email: [email protected]: www.rsrmn.comYear Business Started: 2005Number of Clients: 18Number of Employees: 10

Risk Solution Resources is the outsourced Division of Pan-American Life Insurance Company’s Domestic Special Markets, specializing in a wide variety of Group and Individual Life, Accident and Health products.

RMTS, LLC Anita AbramyanDirector of MarketingSix Harrison Street, 5th Floor New York, NY 10013 - United StatesPhone: (212) 925-0017Email: [email protected]: www.rmts.netYear Business Started: 1986Number of Clients: 400Number of Employees: 28

RMTS, LLC is one of the largest Managing General Underwriters of Medical Stop Loss, Group Life and AD&D coverage in the United States. RMTS is proud to be one of the few remaining privately owned MGUs in the country. While RMTS works with some of the nation’s largest, most prestigious insurance companies, its independence and ability to make all underwriting and claims decisions on business placed with it sets it apart from its competition.

ROUNDSTONE Mike SchroederPresident27887 Clemens Road Westlake, OH 44145 - United StatesPhone: (440) 617-0333Email: [email protected]: www.roundstoneinsurance.comYear Business Started: 2005Number of Clients: 100Number of Employees: 15

Roundstone’s Mid-Market Med™ allows companies to access self-funding insurance methods used by larger companies to gain control over their health insurance costs. Mid Market Med is Turnkey, Effective, and Proven.Roundstone’s full service agency offers marketing, producer management, underwriting, policy administration, premium accounting and claims and captive administration services.

RXREINS, INC. Crystal WilliamsPresidentP.O. Box 2284 Palm Springs, CA 92263 - United StatesPhone: (888) 797-3467Email: [email protected]: www.rxreins.com

RxReins, a dedicated Managing General Underwriter, provides Aggregate Stop Loss Insurance for Self-Funded employers for their Prescription, Dental & Vision Group Benefit Plans. We have experienced underwriters, competitive pricing and quick turnaround time with completed RFQ. We work with ‘A’ rated carriers and have underwriting authority in all states.

SPECTRUM UNDERWRITING MGRS., INC.Kurt RidderPresident41 East Washington Street, Suite 100 Indianapolis, IN 46204 - United StatesPhone: (317) 692-3285Email: [email protected]: www.spectrumhq.comYear Business Started: 1990Number of Employees: 29

Spectrum is a full-service Managing General Underwriter of specific, aggregate & integrated medical stop loss insurance. Spectrum specializes in the prompt delivery of a comprehensive line of competitive products and services designed exclusively for employer groups from 25 to 199 employee lives. Stability, experience, dependability and focus – make our qualities your assets.


STAR LINE GROUP Robert TierneyPresident180 Teaticket Highway, Suite 203 E. Falmouth, MA 02536 - United StatesPhone: (508) 495-0882Email: [email protected]: www.starlinegroup.comYear Business Started: 2000Number of Clients: 300Number of Employees: 35

Star Line Group is a leading underwriting manager for Stop Loss, Managed Care and Personal Accident products. Through limited distribution networks, we tailor customized risk solutions for our clients by offering unique products, resources and expertise. We’re passionate about managing risk. Give us a call at 800-500-4364 or visit www.starlinegroup.com

STRATEGIC UNDERWRITING SOLUTIONS, LLC Veronica SchmelzerPresident & CEO2593 Development Drive, #210 Green Bay, WI 54311 - United StatesPhone: (920) 338-1970Email: [email protected]: www.strategicunderwritingsolutions.comYear Business Started: 2006Number of Clients: 120Number of Employees: 14

Our high quality, innovative health underwriting, compliance solutions, product development and full MGU services for small-large employers are considered best in class. We provide essential partners and tools necessary for optimum performance. Our staff averages 20+ years of medical underwriting experience working in the health industry on all case sizes.

SUN LIFE FINANCIAL Steve SchreiberDirector, Stop-Loss Product ManagementOne Sun Life Executive Park Wellesley Hills, MA 02481 - United StatesPhone: (781) 446-1140Email: [email protected]: www.sunlife.comYear Business Started: 1865Number of Clients: 20 Million + WorldwideNumber of Employees: 14,000 + Worldwide

A member of the Fortune Global 500 list, Sun Life provides protection to over 20 million people worldwide. Independent ratings place us among the top financial sector in North America. In the U.S., we’re one of the largest stop-loss direct writers and have provided stop-loss benefits since 1982.

SYMETRA LIFE INSURANCE COMPANY Michael FryExecutive Vice President, Group Division777 108th Avenue NE, Suite 1200 Bellevue, WA 98004 - United StatesPhone: (800) 426-7784Email: [email protected]: www.symetra.comYear Business Started: 1957Number of Clients: Approximately 1.7 million customersNumber of Employees: Approximately 1,100 employees

Symetra Life Insurance Company, a subsidiary of Symetra Financial Corp., is committed to medical stop loss business and has 35 consecutive years of experience helping independent distribution partners deliver creative,cost-effective solutions to self-funded clients. Our Group portfolio also includes Life and AD&D, Disability Income and Limited Benefit Medical Insurance.

TPAC UNDERWRITERS, INC. Michael MelochPresident3810 Pheasant Ridge Drive, #300 Minneapolis, MN 55449 - United StatesPhone: (763) 231-8805Email: [email protected]: www.tpac.comYear Business Started: 1991Number of Clients: 200Number of Employees: 12

TPAC works to write profitable, creative business with our reinsurance partners in Spec/Agg, Spaggregate(tm) and HRA/HSA plans through Third-Party Administrators as well as fully-funded capitated drug card programs, Life and AD&D products. Our underwriting philosophy is never to laser any individual that we are quoting or currently have covered.

TREAN CORPORATION Kyle PlathSenior Vice President775 Prairie Center Drive, Suite 420 Eden Prairie, MN 55344 - United StatesPhone: (952) 974-2221Email: [email protected]: www.treancorp.comYear Business Started: 1996Number of Clients: 30Number of Employees: 49

Trean Re is one of the top privately-owned reinsurance intermediaries in the country and is recognized for its successful efforts in the design and placement of traditional or ART (Alternative Risk Transfer) structures for, amongst others, TPAs, MGUs, and carriers. Trean focuses on providing solutions to the accident/health and workers compensation industries.

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TRUSTMARK INSURANCE COMPANY Daniel MuellerAssistant Vice President400 Field Drive Lake Forest, IL 60045 - United StatesPhone: (847) 283-2237Email: [email protected]: www.trustmarkinsurance.comYear Business Started: 1913Number of Clients: 110Number of Employees: 7

ULLICO Dan WolakActing President8403 Colesville Road, 13th Floor Silver Spring, MD 20910 - United StatesPhone: (202) 682-0900Email: [email protected]: www.ullico.comYear Business Started: 1927Number of Clients: 586Number of Employees: 78

The Union Labor Life Insurance Company is the oldest labor-owned specialty insurance company with over 80 years of expertise. We offer Life, AD&D, Disability, Stop Loss, Supplemental Life & Health products to the union workplace and municipalities. Visit ullico.com for more information on products from our family of companies.

USBENEFITS INSURANCE SERVICES, LLC Marcus FloydExecutive Vice President, Marketing43 Coroprate Park, Suite 101 Irvine, CA 92606 - United StatesPhone: (949) 468-3023Email: [email protected]: www.usbins.netYear Business Started: 2007Number of Clients: 100 plusNumber of Employees: 11

USBenefits is a full service MGU, providing Medical Stop Loss products for employer groups through qualified TPAs and select brokers. Staffing includes actuarial, underwriting, claims, administrative and marketing departments that work collectively to deliver financially stable stop loss products. Please send all RFPs to: [email protected]

XCHANGE BENEFITS, LLC James DenisonEVP & CUO3 Barker Avenue, 1st Floor White Plains, NY 10601 - United StatesPhone: (914) 437-7361Email: [email protected]: www.xbllc.comYear Business Started: 2010Number of Clients: 50Number of Employees: 9

Xchange Benefits is a leader in providing benefit solutions to markets throughout the U.S. Our team has vast experience in a variety of Life /A & H products. We continue provide the highest level of customer service to our clients, reinsurers and insurers while also developing innovative products and solutions.

ZURICH AMERICAN INSURANCE COMPANYJohn Lord, CPCUChief Underwriting Officer, Accident & Health175 Crossing Boulevard Framingham, MA 01702 - United StatesPhone: (508) 808-6510Email: [email protected]: www.Zurichna.com

Zurich is a direct writer of Medical Stop Loss insurance and retains all risk on the business we write. This means that we retain control of all aspects of the business and can offer maximum flexibility to our partners and clients. We offer an innovative product called Integrated Stop Loss which helps move clients from fully insured to self-funding. Zurich is also a major player in all areas of excess medical including HMO Re and Provider Excess.


MIDLANDS MANAGEMENT CORPORATIONCharles CaldwellPresident & CEO3503 NW 63rd Street, Suite 305 Oklahoma City, OK 73116 - United StatesPhone: (405) 840-0074 or (800) 800-4007Email: [email protected]: www.midlandsmgt.comYear Business Started: 1990Number of Clients: 215Number of Employees: 194

A core product of Midlands Management Corporation, providing Excess Workers’ Compensation solutions to the broker marketplace since 1990. With SIR’s starting at $300,000, Midlands’ creativity in problem solving has been the cornerstone of the company’s success.




Roundstone’s WC Group Captive allows companies to gain control over their Workers Compensation costs. Combining best in class service providers to drive down losses and realize a return on your WC safety efforts through an innovative self insurance mechanism known as a group captive. Roundstone’s full service agency offers marketing, producer management, underwriting, policy administration, premium accounting and claims and captive administration services.

SAFETY NATIONAL Ryan McClureCorporate Communications Manager1832 Schuetz Road St. Louis, MO 63146 - United StatesPhone: (314) 692-9548Email: [email protected]: www.safetynational.comYear Business Started: 1942

Safety National provides alternative risk funding solutions within specialized areas where the company’s experience and expertise is unmatched. Since 1942, Safety National has pioneered new products for the self-insured community and provided unparalleled service to employers nationwide as the leading and longest continual provider of excess workers’ compensation coverage in the insurance industry.

SECTION 4MGU/EXCESS INSURANCE CARRIERSP&C/WORKERS’ COMP/CAPTIVES

Three market-leading business segments. One goal.

At Optum, we fundamentally believe we can make the health system work better for everyone. How do we do this? By partnering with you to address five key challenges:

• Building Membership: We can enable your organization to embrace new opportunities, manage risks and improve membership, allowing you to attract and retain members.

• Increasing Efficiency: We can streamline your administrative processes to create effective, efficient operations while complying with regulations.

• Improving Health: Through proactive care management, quality improvement and clinical analytics, we can help your organization improve health, reduce costs and heighten quality.

• Creating a Better Experience: We can engage your members and providers to effectively improve health and control costs.

• Enabling Sustainable Health Communities: By partnering with Optum, you have a unique opportunity to provide leadership in your community that enables modernization of the health ecosystem and improvements in total population health.

Visit us at

www.optum.com

to learn more.

Coming Together for Better Health


AMERICAN CARESOURCE HOLDINGS, INC.David BoonePresident & CEO5429 LBJ Freeway, Suite 850 Dallas, TX 75240 - United StatesPhone: (972) 308-6842Email: [email protected]: www.anci-care.comYear Business Started: 1997Number of Clients: 32Number of Employees: 72

Ancillary Care Services provides cost-effective alternatives to physician and hospital-based services through its national network of over 5,000 ancillary service providers at more than 36,000 sites. These providers offer services in 30 categories including laboratories, dialysis centers, free standing diagnostic imaging centers, and non-hospital surgery centers.

BLUE CROSS BLUE SHIELD OF MAArleigh KennedyDirector401 Park Drive Boston, MA 02215 - United StatesPhone: (617) 246-3511Email: [email protected]: www.bluecrossma.comYear Business Started: 1937Number of Clients: 3,000,000 membersNumber of Employees: 3,500

CALCPA GROUP INSURANCE TRUSTSusan YoungExecutive Director1800 Gateway Drive, Suite 201 San Mateo, CA 94404 - United StatesPhone: (650) 522-3250Email: [email protected]: www.cpaprotectplus.comYear Business Started: 1959Number of Clients: 1,440Number of Employees: 7

CalCPA ProtectPlus provides high-quality medical, dental, vision, term life and long-term disability plans exclusively for CalCPA member-owned firms.

CAREHERE, LLC Bernie LiversVice President of Sales5141 Virginia Way, Suite 350 Brentwood, TN 37027 - United StatesPhone: (615) 661-7227Email: [email protected]: www.carehere.comYear Business Started: 2004Number of Clients: 70Number of Employees: 460

CareHere is a leader in providing on-site clinics and behavioral management programs for companies across all industries. The patient-centered medical home approach practiced by CareHere integrates services such as primary care, case/disease management, behavior modification programs, occupational healthcare, wellness tracking applications, and more. CareHere’s on-site services provide companies with the means to significantly decrease claims cost, while improving the overall health and morale of employees.

CHIROMETRICS Jeremy OswaldPresident/CEO1111 E. Herndon Avenue, Suite 308 Fresno, CA 93720 - United StatesPhone: (559) 447-3375Email: [email protected]: www.chirometricsinc.comYear Business Started: 1996Number of Clients: 56Number of Employees: 12

ChiroMetrics is a full-service chiropractic management company committed to customer service, accountability to our clients, and effective management of chiropractic and complementary medicine healthcare benefits. ChiroMetrics’ partner clients experience a dramatic decrease in chiropractic spend, unparalleled data collection and reporting, and an impressive return on investment.

SECTION 5MEDICAL PROVIDER NETWORKSONSITE CLINICS

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COALITION AMERICA, INC. Tina EllexPresidentTwo Concourse Parkway, Suite 300 Atlanta, GA 30328 - United StatesPhone: (404) 459-7201 ext. 5259Email: [email protected]: www.coalitionamerica.comYear Business Started: 1995Number of Clients: 183Number of Employees: 126

Coalition America, Inc. is a market leader providing comprehensive solutions for managing medical, dental, & workers’ compensation healthcare costs. CAI utilizes proprietary provider contracts, PPO networks, and provider negotiations to achieve industry leading savings for its national client base.

COMPANION GLOBAL HEALTHCARE, INC.David BoucherPresident & COOI-20 at Alpine Road, AX-724 Columbia, SC 29219 - United StatesPhone: (803) 264-3256Email: [email protected]: www.CompanionGlobalHealthcare.comYear Business Started: 2007Number of Clients: 250Number of Employees: 55

Companion Global Healthcare, Inc. (CGH) facilitates international medical travel by contracting with select Joint Commission accredited facilities and by providing concierge travel and case management services. CGH assists employers with modifying their benefit plans to create significant savings and assists patients with accessing CGH network facilities for medically necessary surgeries.

DEVON HEALTH SERVICES, INC. Bethany StrengMarketing Manager1100 First Ave., Suite 100 King of Prussia, PA 19406 - United StatesPhone: (800) 431-CAREEmail: [email protected]: www.devonhealth.comYear Business Started: 1991

Devon Health Services, Inc. (DHS) is a national healthcare cost management company and the largest privately-owned PPO in the Northeast. The company works with self-insured organizations, TPAs, partner networks, and healthcare providers to increase access to quality, affordable healthcare. Consilium, a service of DHS, offers claims negotiation, clinical bill review, and a fiduciary strategy program.

EMPLOYER DIRECT HEALTHCARE (EDHC)Jennifer WelkerDirector of Sales Strategy7320 N. Mopac Expressway, Suite 203 Austin, TX 78731 - United StatesPhone: (888) 241-8537Email: [email protected]: www.employerdirecthealthcare.comYear Business Started: 2009Number of Clients: clients representing over 2 million lives nationwideNumber of Employees: 10

EDHC Brings together the highest quality health care providers to offer services directly to the employer through its leading network, National Surgery Network (NSN). Due to its extensive provider network, NSN can offer employers 30-50% savings on planned surgical procedures, potentially reducing total plan cost by 6-10%. EDHC is expanding its networks to include diagnostic, imaging, oncology, and more

ENVISION PHARMACEUTICAL SERVICES INC.John EwellExecutive Vice President of Marketing2181 E. Aurora Road, Suite 201 Twinsburg, OH 44087 - United StatesPhone: (330) 405-8089Email: [email protected]: www.envisionrx.comYear Business Started: 2001Number of Clients: 500Number of Employees: 5

Envision Pharmaceutical Services, Inc is a full service pharmacy benefits management company. Our business model is based on transparency and full disclosure, guaranteeing 100% pass through pricing of all pharmaceutical rebates and any other fees/discounts at the point-of –sale. Additionally, we offer solutions for your retirees in terms of Medicare Part D and Employer Group Waiver Plans.

FIRST HEALTH Dean VadenNational Sales Director10260 Meanley Drive San Diego, CA 91313 - United StatesPhone: (800) 247-2898Email: [email protected]: www.firsthealth.comYear Business Started: 1982Number of Clients: 3,200Number of Employees: 13,000

First Health provides a national PPO network and other cost containment programs to help clients manage their benefit plans. Our PPO contains more than 550,000 medical providers in all 50 states, DC and Puerto Rico. Directly contracted, the First Health Network offers one consolidated network solution that allows clients to maximize savings.


GLOBAL EXCEL MANAGEMENT, INC. Benjamin TabahRegional VP - Business Development73 Queen Street Sherbrooke, Quebec, J1M 0C9 - CanadaPhone: (819) 437-2277Email: [email protected]: www.globalexcelusa.comYear Business Started: 1996Number of Clients: 300Number of Employees: 350

Global Excel Management (GEM) is a medical claim cost-containment company that focuses on direct provider negotiation supported by a blend of supplemental PPO’s, code edits, UCR reviews, clinical reviews, and EDI connectivity expertise. Global Excel blends these services into customized solutions (MyGEM) that provide unparalleled cost savings and administrative ease of use for our clients. Irrespective of bill type or dollar threshold, Global Excel has solutions designed to enhance the cost-saving performance of any claim shop.

GLOBAL MEDICAL CONEXIONS, INC. Robert RepkePresident140 San Aleso Avenue San Francisco, CA 94127 - United StatesPhone: (415) 333-6942Email: [email protected]: www.globalmedconex.comYear Business Started: 2007Number of Clients: 12Number of Employees: 4

Global Medical Conexions is a US based International Select Provider Organization with provider partners from Thailand to Latin America. We deliver access to quality, cost effective international medical care by designing Global Medical Choices for our clients.

PPOs

TPAs REINSURERS

ACS

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GOLDEN TRIANGLE SPECIALTY NETWORK, LLC Polli YountSenior Vice President and COO5115 Maryland Way Brentwood, TN 37027 - United StatesPhone: (615) 377-0779Email: [email protected]: www.gtspecnet.comYear Business Started: 2007Number of Employees: 10

A contracted National network of dialysis providers, specializing in dialysis repricing and negotiaions. The Preferred Dialysis Network for many of the largest stoploss and reinsurance carriers as well as many other payer groups. Building relationships with providers to create better savings for our clients.

HFN, INC. David Kolb, FACHEPresident/CEO1315 W. 22nd Street, Suite 300 Oak Brook, IL 60523 - United StatesPhone: (630) 954-1232Email: [email protected]: www.hfninc.comYear Business Started: 1985Number of Clients: over 6,000Number of Employees: 48

HFN is the largest independently owned PPO network in Illinois, providing healthcare to individuals in Illinois, NW Indiana, Wisconsin, St. Louis and the Quad Cities. HFN offers innovative Group Health, Workers’ Comp and Auto programs and a wide selection of other preventive and custom healthcare delivery options for our clients, members and providers.

INHOUSE PHYSICIANS Carey CoughlinSales Director333 N. Randall Road, Suite 140 St. Charles, IL 60174 - United StatesPhone: (360) 433-2293Email: [email protected]: www.inhousephysicians.comYear Business Started: 1990Number of Clients: 125Number of Employees: 55

InHouse Physicians (IHP) is a global provider of innovative health management solutions that assist corporations in reducing health care cost through improved employee health. Our portfolio of services include: cost effective workplace health centers, health assessments, health screenings, targeted ROI driven wellness programs, flu vaccines, travel medicine and creative engagement strategies.

INTEGRATED HEALTH PLAN, INC. Christian ClarkVice President of Corporate Development4020 Park Street, Suite 101 St. Petersburg, FL 33709 - United StatesPhone: (727) 345-8614Email: [email protected]: www.ihplan.comYear Business Started: 1997Number of Employees: 50+

As one of the nation’s largest PPO networks with approximately 900,000 participating providers, IHP reduces payors’ claim expenditures via significant provider discounted rates. Additionally, IHP offers substantial savings to payors and other clients through out-of-network claim negotiations and medical bill audits.

KROGER PRESCRIPTION PLANS Philecia AveryManager, PBM Sales and Service1014 Vine Street Cincinnati, OH 45202 - United StatesPhone: (513) 762-4968Email: [email protected]: www.kpp-rx.comYear Business Started: 1999Number of Clients: 109Number of Employees: 14

KPP provides comprehensive pharmacy benefit management services to group health plans. We use a wide range of clinical tools to significantly reduce annual benefit costs. Independent research has demonstrated KPP’s commitment to value-based PBM services, our clients have rated us 9.7 on a 10 point scale for customer satisfaction.

LIFETRAC NETWORK Barry ThompsonVice President of Sales11100 Wayzata Boulevard, Suite 350 Minneapolis, MN 55305 - United StatesPhone: (763) 647-5087Email: [email protected]: www.lifetracnetwork.comYear Business Started: 1988Number of Clients: 500Number of Employees: 23

LifeTrac provides transplant network and cost containment services to plans when members require transplantation or transplant adjacent therapies. With contracts at over 100 of the leading transplant facilities, LifeTrac leverages existing provider relationships, negotiation expertise, Web-based tools, and dedicated client service teams to secure impressive discounts for clients.


MAGNACARE Steve Kokulak, Esq.Vice President, Workers Compensation & No-Fault303 George Street, Suite 400 New Brunswick, NJ 08901 - United StatesPhone: (516) 282-8923Email: [email protected]: www.magnacare.comYear Business Started: 1990Number of Employees: 225


MULTIPLAN, INC. Diane Barnes115 Fifth Avenue New York, NY 10003 - United StatesPhone: (212) 780-2000Email: [email protected]: www.multiplan.comYear Business Started: 1980Number of Clients: 1,400Number of Employees: 2,365

MultiPlan is the industry’s most comprehensive provider of healthcare cost management solutions. The company provides a single gateway to a host of provider network solutions and out-of-network strategies for managing the financial risks associated with healthcare claims. Clients include large and mid-sized insurers, third-party administrators, self-funded plans, HMOs and others.



PREMIER HEALTHCARE EXCHANGE, INC. Todd RobertiCEO2 Crossroads Drive Bedminster, NJ 07921 - United StatesPhone: (908) 658-3535Email: [email protected]: www.phx-online.comYear Business Started: 2001Number of Clients: 100+Number of Employees: 75+


PRIME HEALTH SERVICES, INC. Jennifer RyonDirector of Account Management7110 Crossroads Boulevard, Suite 100 Brentwood, TN 37027 - United StatesPhone: (615) 565-9040Email: [email protected]: www.primehealthservices.comYear Business Started: 1996

Prime Health Services offers a full spectrum of services, including a Preferred Provider Organization (PPO) ready for access with customizable solutions. Prime Health’s PPOs include Workers’ Compensation, Group Health, and Auto Liability networks. Prime Health has over 600,000 providers nationwide forming the Prime Health National Delivery system.

SATORI WORLD MEDICAL Steven LashPresident & CEO591 Camino De La Reina, Suite 407 San Deigo, CA 92108 - United StatesPhone: (619) 704-2000Email: [email protected]: www.satoriworldmedical.comYear Business Started: 2008

Leading medical travel company featuring a global healthcare network that provides world-class healthcare, delivers significant financial savings, and coordinates all travel services. The benefit is easy to implement into existing employee healthcare plans at no cost to the plan sponsor. Global Dental Program and U.S. Centers of Excellence also available.

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SCRIPT CARE, LTD. Tab BryanVice President of Sales & Marketing6380 Folsom Drive Beaumont, TX 77706 - United StatesPhone: (800) 880-9902Email: [email protected]: www.scriptcare.comYear Business Started: 1989

Script Care, Ltd., headquartered in Beaumont, Texas, operates as an independent “Pharmacy Benefits Manager.” Our success is traced to the philosophy of meeting our client’s needs as our first priority. We are known for outstanding customer service among participants, plan sponsors, and pharmacy providers and our dedication is a proven Script Care benchmark.

SPECIALTY CARE MANAGEMENT, LLC Robert Clemente, FACHEPresident & CEO991 Route 22 W., Suite 200 Bridgewater, NJ 08879 - United StatesPhone: (908) 229-1876Email: [email protected]: www.specialtycm.comYear Business Started: 2006Number of Clients: 100Number of Employees: 15

Experts in catastrophic care management and related costs, SCM is a privately-owned, national company specializing in healthcare management and the associated financial risk of catastrophic diagnoses, including: renal disease, cancer, transplants, high risk maternity, neonates, and others. Our innovative products and services manage high cost, high risk healthcare claims.

TC3 HEALTH, INC. Tim HukeVice President of Sales & Marketing19732 MacArthur Boulevard, Suite 100 Irvine, CA 92612 - United StatesPhone: (949) 943-8700Email: [email protected]: www.tc3health.comYear Business Started: 2000Number of Clients: 70Number of Employees: 70

TC³ Health, Inc. provides healthcare payers with integrated loss control solutions to validate payment integrity and maximize savings by up to 1-6% annually. TC³’s TruClaim Suite includes: Pre-pay/Post-pay Fraud & Abuse Detection, Investigations, Predictive Fraud Analytics/Algorithms, Clinical Coding Compliance, Out-of-Network Repricing & Negotiations, Hospital Bill Review, and Data Analytics & Decision Support.

THE ALLIANCE Paul MeyerCOO5510 Nobel Drive, Suite 200 Fitchburg, WI 53711 - United StatesPhone: (608) 210-6654Email: [email protected]: www.the-alliance.orgYear Business Started: 1990Number of Clients: 160 EmployersNumber of Employees: 35

The Alliance’s mission is to move health care forward by controlling costs, improving quality, and engaging individuals in their health. An employer-owned, not-for-profit cooperative, our 160 self-funded members provide health coverage to more than 83,000 individuals in southern Wisconsin and neighboring counties in Iowa and Illinois.

UNITED CLAIM SOLUTIONS Carolyn CarderVice President10835 N. 25th Avenue, Suite 105 Phoenix, AZ 85029 - United StatesPhone: (602) 863-1759EEmail: [email protected]: www.unitedclaim.comYear Business Started: 2003Number of Clients: 65Number of Employees: 23

UCS has developed solutions to streamline claims flow and significantly reduce operational costs while providing you the time and tools necessary to expand your business block. Our services include network management, out-of-network repricing, fee negotiations, electronic claims management, claims’ editing, a web-based data repository and a data/risk analysis application.

VERMONT MANAGED CARE Roberta MitchellSenior Account Representative356 Mountain View Drive, Suite 301 Colchester, VT 05446 - United StatesPhone: (802) 847-8161Email: [email protected]: www.vermontmanagedcare.orgYear Business Started: 1991

Vermont Managed Care (VMC) is a Physician Hospital Organization (PHO) located in Colchester, Vermont. VMC is a network of physicians and hospitals, sharing the financial risk to coordinate the delivery of healthcare. VMC offers services to commercial carriers and to administrators of self-insured plans.


WORKSTEPS, INC. Stacy Clark3019 Alvin Devane Boulevard, Suite 150 Austin, TX 78741 - United StatesPhone: (512) 617-4100Email: [email protected]: www.worksteps.comYear Business Started: 1986Number of Clients: 3,000Number of Employees: 13

The WorkSTEPS employment testing program is a medically safe, legally compliant, and objective way to match a worker’s functional capabilities with the essential functions of a particular job. WorkSTEPS was created in response to an industry need for injury management and prevention programming, effectively reducing workplace injury and costs.

Global Healthcare, Inc.

International Medical Travel Services

Help your clients make the most of their health care dollars.

l Affordable Services – Low-cost alternatives to steep U.S. health care costs

l Choices – From life-saving surgeries to elective procedures

l Credentialed Providers – All hospitals site-visited and JCI accredited

l Excellent Service – 24/7 call center; Spanish-speaking representatives

With more than 30 network hospitals and growing, Companion Global Healthcare offers the best in employee benefits consulting and overseas medical and dental tourism. Introduce your clients to a world of employee health care options and savings — introduce them to Companion Global Healthcare.

Companion Global Healthcare®

800-906-7065CompanionGlobalHealthcare.com

888.394.5688 | THE Directory 2012 47

AON ESOLUTIONS Tiffany KaraiyanMarketing & Event Manager5000 Executive Parkway, Suite 340 San Ramon, CA 94583 - United StatesPhone: (925) 242-7407Email: [email protected]: www.aon-esolutions.comYear Business Started: 1972Number of Clients: 675+Number of Employees: 350

Aon eSolutions, the technology solutions division of Aon Corporation, provides innovative risk and insurance services and technology solutions globally, to meet the diverse and varied needs of clients. With these solutions, clients aggregate data, streamline business processes and optimize resources, enabling them to successfully manage their risk, insurance and safety programs.

AWAC John PowersVice President & Chief Sales Officer3626 Walton Way Ext., Suite 2 Augusta, GA 30909 - United StatesPhone: (877) 447-2778Email: [email protected]: www.awac.mdYear Business Started: 1991Number of Employees: 140

AWAC (inVentiv Health) offers physician directed, nurse supported, technology driven solutions committed to improving health care by focusing on the appropriate quality and cost of care that promotes positive patient outcomes. AWAC medical management integrates evidence-based medical necessity, precertification, wellness, disease and case management in a holistic care solution.

BENEFIT INFORMATICS, INC. - A BENEFITFOCUS COMPANYChris MetcalfMarketing Director400 Riverwalk Terrace, 250 Jenks, OK 74037 - United StatesPhone: (918) 491-3603Email: [email protected]: www.benefitinformatics.comYear Business Started: 2000Number of Clients: 60+Number of Employees: 30

Benefit Informatics, Inc., a Benefitfocus company, is a healthcare data integration, and data analytics company. We serve self-funded employers, insurers, TPA/ASOs and broker/consultants. Our simple and proven software as a service (SaaS) technology helps organizations identify, predict and control healthcare costs. For information, call 888.802.4636 or visit www.benefitinformatics.com.

CHANGE:HEALTHCARE Page ThompsonVP of Sales12 Cadillac Drive, Suite 240 Brentwood, TN 37027 - United StatesPhone: (800) 655-0732Email: [email protected]: www.changehealthcare.comYear Business Started: 2007Number of Clients: 206Number of Employees: 23

change:healthcare is the premier provider of healthcare transparency solutions. The online solution, Transparency Messenger, supports the transition and employee satisfaction with high deductible plans, while revealing significant savings on healthcare expenses for employers and employees. With engagement rates of more than 45%, Transparency Messenger delivers actionable cost transparency that is trackable in real-time.

SECTION 6TECHNOLOGY VENDORS


COMPLETE HEALTH SYSTEMS, LC Carolyn JonkerProject Manager200 W. Douglas, Suite 240 Wichita, KS 67202 - United StatesPhone: (316) 263-1035Email: [email protected]: www.completehealthsys.comYear Business Started: 1990Number of Clients: 29Number of Employees: 8

Since 1990, CHS has been providing Health Claims Administration, Adjudication and Premium Billing systems. Today, our software systems have approx. a million lives under management. Our Windows based system, available in on-site or ASP versions includes a real-time web portal. We make it easier for you to do business! www.completehealthsys.com

EBIX HEALTH Laurie DouglasDirector of Marketing10 10th Street NE, Suite 500

Atlanta, GA 30328 - United StatesPhone: (404) 604-2757Email: [email protected]: www.ebix.comYear Business Started: 1989Number of Clients: 5,600Number of Employees: 90


FAIR HEALTH, INC. Chris O’DonnellDirector of Marketing330 Madison Avenue New York, NY 10017 - United StatesPhone: (212) 370-0704Email: [email protected]: www.fairhealthus.org, www.fairhealthconsumer.orgYear Business Started: 2009

FAIR Health is an independent, not-for-profit organization dedicated to bringing fairness and transparency to health insurance information. We provide benchmarking database products to assist insurers and health plan administrators manage costs and develop fee schedules. In addition, we offer free educational content and cost lookup tools to consumers at www.fairhealthconsumer.org.

GBEHAVIOR Don DosterPresident3525 Piedmont Road, Building 5, Suite 400 Atlanta, GA 30305 - United StatesPhone: (404) 949-0541Email: [email protected]: www.gbehavior.comYear Business Started: 2003Number of Clients: 75Number of Employees: 25

gBehavior offers comprehensive wellness and safety solutions that empower program participants to change behavior by rewarding them for achieving program goals. gBehavior handles all phases of implementation, program engagement, rewards management and in-depth reporting. gBehavior offers a unique value proposition – no monthly fees. We get paid only on results.

GENELCO SOFTWARE SOLUTIONS / IBMSales Support 325 JS McDonnell Boulevard, MC-1550 Hazelwood, MO 63042 - United StatesPhone: (800) 983-8114Email: [email protected]: www.genelco.comYear Business Started: 1973Number of Clients: 200+Number of Employees: 80

Obtain a 5010 and ICD-10 regulatory mandate compliant claim and insurance administration solution. Drive down costs. Obtain optimal claim efficiency. Respond to business drivers by changing processing logic through a business rule engine. Take advantage of flexible administration for group, individual & worksite programs.

GTESS Vincent VallejoVice President, Sales Operations2435 N. Central Expressway, Suite 500 Richardson, TX 75080 - United StatesPhone: (972) 792-5500Email: [email protected]: www.gtess.comYear Business Started: 1990

GTESS is a technology-based service provider for automating healthcare claim processing allowing payers to achieve lower transaction costs, improved payment accuracy and shorter cycle times. The GTESS System uses client-specific business rules and information to enhance and align claim transactions with client adjudication and payment systems, increasing auto-adjudication rates for both paper and EDI claims.

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HEALTH PORTAL SOLUTIONS James BurkholderPresident & CEO11550 IH10 West, Suite 220 San Antonio, TX 78230 - United StatesPhone: (210) 641-7715Email: [email protected]: www.HealthPortalSolutions.netYear Business Started: 2000Number of Clients: 50Number of Employees: 50

Health Portal Solutions is a software company that provides healthcare web portals powered by your healthcare data. Portal Solutions include: BENEFiT™, ENROLLiT™, REPORTiT™, CONSUMEiT™, and FAXiT™ and can be made available to any user. This successful web solution will streamline your operations, empower users, and create opportunities for better customer service.

HEALTHX, INC. Sarah CrossVP of Marketing9339 Priority Way West Drive, Suite 150 Indianapolis, IN 46240 - United StatesPhone: (877) 492-3633Email: [email protected]: www.healthx.comYear Business Started: 1994Number of Clients: 160Number of Employees: 60

Healthx is a self-service communication and data integration platform serving the health care and human resources markets. The portal technology and communication tools provided by Healthx bring an unparalleled engagement solution to clients. For more information, please visit us at www.healthx.com or call us at 877-492-3633.



INSUR I.Q. Lee WaltersChief Marketing Officer2 Corporate Drive Shelton, CT 06484 - United StatesPhone: (203) 446-8053Email: [email protected]: www.insuriq.comYear Business Started: 2010Number of Clients: 3Number of Employees: 5

Insur I.Q. is an information technology and software development company focused on improving product administration efficiencies and lowering distribution costs for the insurance and employee and benefits market segments through web based applications. Our web based products eliminate paperwork and improve processes which lower cost and improve your time to market


JUDY DIAMOND ASSOCIATESEric RylesSales Manager1130 Connecticut Avenue, NW, Suite 300 Washington, DC 20036 - United StatesPhone: (800) 231-0669Email: [email protected]: www.judydiamond.comYear Business Started: 1959


MDI Rick FarrisSenior Vice President, Sales90 Fort Wade Road Ponte Vedra, FL 32081 - United StatesPhone: (904) 473-1200Email: [email protected]: www.medint.com

NCN, A MULTIPLAN COMPANY Kelly BattagliaMarketing Director222 W. Las Colinas Boulevard, Suite 1500, N. Tower Irving, TX 75039 - United StatesPhone: (972) 373-2800 ext. 199Email: [email protected]: www.ncnelink.comYear Business Started: 1994Number of Clients: 100+Number of Employees: 100

NCN is the national leader in cost management for out-of-network claims. We use cost-based data and transparent reporting to maximize savings on group health claims and workers’ comp bills. At NCN, we claim a better way for payers, providers and patients.

NEWKIRK PRODUCTS, INC. Linda McDonaldSales15 Corporate Circle Albany, NY 12203 - United StatesPhone: (518) 862-3323Email: [email protected]: www.newkirk.com


REDCARD SYSTEMS Eric Schaefer7700 Bonhomme Avenue, Suite 200 St. Louis, MO 63105 - United StatesPhone: (314) 445-6000Email: [email protected]: www.redcard.comYear Business Started: 2006Number of Clients: 85Number of Employees: 50RedCard Systems provides data management and production for the major communication touchpoints of a healthplan or payer: ID Cards, enrollment correspondence and claims communication (check/EOB, etc). RedCard utilizes its proprietary DOCS system to manage all facets of these communications, enabling a payer to enjoy substantial savings while creating an enhanced member/provider experience.



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THE TRIZETTO GROUP, INC. Ellen LockwaldAVP, Benefits Administration MarketingCorporate Office 6061 South Willow Drive Greenwood Village, CO 80111 - United StatesPhone: (800) 569-1222Email: [email protected]: www.trizetto.comYear Business Started: 1981Number of Clients: 110Number of Employees: 2000+

The TriZetto Group, Inc.Thrive in an era of health insurance reform and gain competitive advantage through the TriZetto®. Premier Partnership Program™, including a unique national PPO network offering from CIGNA®. TriZetto supports benefits administrators with QicLink-integrated solutions that: Manage risk; Improve the cost/quality of care; Enhance your value proposition. For more information visit: www.trizetto.com/partners/baSolutions.asp.

TOWERS WATSON James DePreSenior Vice President1500 Market Street, Centre Square, E. Philadelphia, PA 19102 - United StatesPhone: (215) 246-1669Email: [email protected]: www.towerswatson.comYear Business Started: 1871Number of Employees: 14,000

Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.

TSYS HEALTHCARE Gail LeeDirector of Marketing100 South 5th Street, Suite 820 Minneapolis, MN 55402 - United StatesPhone: (612) 338-3871Email: [email protected]: www.tsyshealthcare.comYear Business Started: 1983Number of Employees: 6,000

TSYS Healthcare®, provides end-to-end payment solutions for consumer directed healthcare. We partner with benefits administrators, employers, financial institutions and health plans to navigate all aspects of HSAs, HRAs, FSAs, incentives, cash reimbursements and engagement solutions. The TSYS Healthcare model provides the relationships and tools that enable consumers to manage healthcare benefits.

UNITED CLAIM SOLUTIONS Carolyn CarderVice President10835 N. 25th Avenue, Suite 105 Phoenix, AZ 85029 - United StatesPhone: (602) 863-1759Email: [email protected]: www.unitedclaim.comYear Business Started: 2003Number of Clients: 65Number of Employees: 23

UCS has developed solutions to streamline claims flow and significantly reduce operational costs while providing you the time and tools necessary to expand your business block. Our services include network management, out-of-network repricing, fee negotiations, electronic claims management, claims’ editing, a web-based data repository and a data/risk analysis application.

YOUNG CONSULTING, INC. David YoungPresident1945 The Exchange, Suite 100 Atlanta, GA 30339 - United StatesPhone: (770) 321-9818Email: [email protected]: www.youngconsulting.comYear Business Started: 1995Number of Clients: 65Number of Employees: 24

Young Consulting develops integrated software solutions for the underwriting and administration of Medical Stop-Loss insurance for carriers and managing general underwriters. We also develop solutions for third party administrators in the marketing and administration of group benefit plans including the claim reporting to stop-loss carriers.

CEVI A NINTERMEDIARIES, LLC

Connected

Informed

Effective

Don't trust just

anyone with your

reinsurance needs.

Let us tailor a

program that's

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For More Information Contact:Nigel D. WallbankExecutive Vice PresidentPhone: 484-367-7453

[email protected]

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AFFORDABLE BENEFIT ADMINISTRATORS, INC.Marie AckadMarketing Operations ManagerP.O. Box 10787 - 444 Irving Drive, Suite 202Burbank, CA 91510 - United StatesPhone: (800) 350-0148Email: [email protected]: www.benefitsaba.comYear Business Started: 1987Number of Clients: 56Number of Employees: 16


AUCLAIRRE INTERNATIONAL, INC. Joël ThompsonPresidentP. O. Box 2000 Livingston, NJ 07039 - United StatesPhone: (973) 251-2662Email: [email protected]: www.auclairre.comYear Business Started: 2006Number of Clients: 14Number of Employees: 3

Improving profitability, mitigating risk and streamlining operations are the key services we provide our clients. AuclairRe offers traditional reinsurance intermediary services as well as reinsurance and insurance consulting, underwriting, actuarial, claims audit and captive management services to Life, A&H and Property & Casualty insurance & reinsurance companies & program managers.

BENEFIT DYNAMICS, CO. Allison JohnsonPartner618 N. Tejon Street Colorado Springs, CO 80903 - United StatesPhone: (719) 575-0411Email: [email protected]: www.benedyn.comYear Business Started: 1997Number of Clients: 25Number of Employees: 5

Benefit Dynamics Company is your single source for exclusive stop loss quotes. We offer competitive pricing and excellent back office services with our focus being your client. We work with TPA’s/Brokers and provide products to you to help manage your claims costs.

BUCKINGHAM INSURANCE SERVICES, INC.Donna KellPresident301 Hyde Park Doylestown, PA 18902 - United StatesPhone: (267) 880-3903Email: [email protected]: www.buckinghaminsurance.comYear Business Started: 1996Number of Clients: 100Number of Employees: 8

BISI specializes in marketing and servicing medical stop loss for the self-insured community. We assist brokers, consultants; TPA’s and direct buyers in receiving the highest quality and most competitive quotes.

CANYON RE, LLC Michael MelnikManaging Director1400 Buford Highway, Suite T-2 Buford, GA 30043 - United StatesPhone: (770) 614-1636Email: [email protected] Business Started: 2002Number of Clients: 50+Number of Employees: 4

Canyon RE, LLC is a brokerage/consulting entity focusing in medical excess-loss and special risk within partially self-funded group benefits arena.

SECTION 7BROKERS/CONSULTANTS


CENCORP HEALTH SOLUTIONS Robert TomekVP, Sales & Marketing7700 Forsyth Boulevard St. Louis, MO 63105 - United StatesPhone: (866) 534-5981Email: [email protected]: www.CenCorpHealthSolutions.com

Health Solutions, a division of Centene Corporation, offers employers a suite of Specialty Health Services to deliver quality outcomes and reduce costs through innovative service combinations. Our companies provide solutions including wellness, pharmacy benefits, and managed vision specifically designed to satisfy employees’ needs and optimize bottom line results.



COMMERCIAL GROUP INTERMEDIARIES, INC.Brian CieplyVice President - Sales & Marketing16 Executive Court, Suite 4 South Barrington, IL 60010 - United StatesPhone: (847) 713-4700Email: [email protected]: www.cgi-illinois.comYear Business Started: 1992Number of Clients: 85Number of Employees: 8

CGI specializes in providing competitive Medical Stop Loss proposals to the Brokerage, Consultant, and TPA communities. In addition, we provide a broad spectrum of ancillary products to compliment the employers underlying employee benefit plans.

CONSOCIATE, INC. Darren Reynolds, J.D.Senior Vice President2828 N. Monroe Street Decatur, IL 62526 - United StatesPhone: (217) 423-7788 or (800) 798-2422Email: [email protected]: www.consociatedansig.comYear Business Started: 1995Number of Clients: 200Number of Employees: 50Consociate, Inc. - Third Party Administrator, administering employee benefit plans for large employers while focusing on healthcare cost management and improving employee productivity. Founded in 1995, Consociate also provides consultative solutions to meet a wide array of employer, employee, and individual needs. Offices located in Illinois and Tennessee.





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FIRST NIAGARA BENEFITS CONSULTINGRobert Madden, CLU, GBAVice President726 Exchange Street, Suite 900 Buffalo, NY 14210 - United StatesPhone: (716) 819-5811Email: [email protected]: www.fnfg.comYear Business Started: 1990Number of Clients: 3,500Number of Employees: 100Previous SIIA Conference presenter. We have a reputation for excellence in the employee benefit products and services we offer including expertise with alternative funding solutions and captives. We use three core principles to manage your employee benefits plans: we provide five-star service professional value-added services and cutting-edge technology.

GARNER CONSULTING John GarnerPrincipal630 N. Rosemead Boulevard, Suite 300 Pasadena, CA 91107 - United StatesPhone: (626) 351-2300Email: [email protected]: www.garnerconsulting.comYear Business Started: 1987Number of Clients: 75Number of Employees: 6

Garner Consulting assists plan sponsors in developing and managing benefit programs. Focusing on health, life, disability and voluntary plans, Garner Consulting works with plan sponsors on plan design, financing, vendor selection and administrative issues. Garner Consulting has special expertise in regulatory compliance and is a leader in claim auditing.

GITTER & ASSOCIATES, INC. Bob CaraccioloNational Marketing Director1820 S. Escondido Boulevard, Suite 201 Escondido, CA 92025 - United StatesPhone: (951) 490-8056Email: [email protected]: www.gitterassoc.comYear Business Started: 2005Number of Clients: 100+Number of Employees: 15

Gitter & Associates, Inc. was founded in 2005 by Gregory Gitter. The mission of G&A is to save employers and insurance companies money by providing consulting services, and identifying and settling complex, large loss Workers’ Compensation claims.G&A developed a unique method for the identification and valuation of Workers’ Compensation claims that has proven successful time and again in settling complex Workers’ Compensation claims.Using our unique method for valuation and settlement of high exposure claims we help our clients realize over $300,000 in present value savings per claim.

GUY CARPENTER & COMPANY, LLCDavid RainsGlobal LA&H Practice Leader - Managing DirectorTwo Logan Square, 10th Floor Philadelphia, PA 19103 - United StatesPhone: (215) 864-3786Email: [email protected]: www.guycarp.comYear Business Started: 1923Number of Employees: 5,000+

Guy Carpenter & Company, LLC, the world’s leading risk and reinsurance specialist, has a nearly 90-year history of creating and executing solutions that make clients more successful. The Global Life, Accident and Health Specialty brings together a wide range of expertise across numerous specialist classes, which enables GC to deliver the most effective reinsurance and capital-management solutions to clients.

H.H.C. GROUP Bruce Roffe’President & CEO438 N. Frederick Avenue Gaithersburg, MD 20877 - United StatesPhone: (301) 963-0762Email: [email protected]: www.hhcgroup.comYear Business Started: 1995

The H.H.C. Group is a National health insurance consulting company withservicesincludingClaimNegotiations•MedicalAudit•PeerReview•CaseManagement\UtilizationReview•DataMining\ClaimScrubbing•DiseaseManagement•DRGValidation•Repricing•Regular&SpecialtyNetworks•URACAccreditedIRO.

HEALTHHELP, INC. C. Victor ManesVP of Corporate Development654 North Sam Houston Parkway East, Suite 340 Houston, TX 77060 - United StatesPhone: (281) 582-1746Email: [email protected]: www.healthhelp.comYear Business Started: 1999Number of Employees: 300+

HealthHelp, a leader in specialty benefit management, generates significant savings and return on investment for health care payers by enhancing physician knowledge, improving quality of care, and reducing unnecessary radiation exposure. HealthHelp’s programs address a different aspect of diagnostic imaging, cardiology, and radiation oncology.


HEFFERNAN GROUP Thomas HebsonRegional Executive16141 Swingley Ridge Road, Suite 100 Chesterfield, MO 63017 - United StatesPhone: (636) 489-0181Email: [email protected]: www.heffins.comYear Business Started: 1988Number of Clients: 9,000Number of Employees: 12

Heffernan is a leading provider of solutions to the self insured marketplace. We have extensive experience in client consultation and placement of coverage.



INTEGRATED CARE MANAGEMENT Sarah LichtmanSales Support3440 Preston Ridge Road, Suite 300 Alpharetta, GA 30005 - United StatesPhone: (678) 781-2808Email: [email protected]: www.integratedcare.comYear Business Started: 1989Number of Clients: 1,040Number of Employees: 88

Integrated Care Management (ICM) is a Case Management and Integrated Disability Management Service company. Our goal is to minimize employer expense while ensuring the proper level of care for the injured worker. Our Cost Containment Services are offered NATIONALLY through filed case management, telephonic, on-site, catastrophic, and vocational case management which can be employed through a SI Employer, PEO, TPA or Carrier.

INVISION GROUP Karl FryManaging DirectorCorporate Plaza, 205 Route 9, Suite 38 Freehold, NJ 07728 - United StatesPhone: (206) 452-2040 ext. 301Email: [email protected]: www.invisiongroupllc.comYear Business Started: 2006Number of Employees: 4

InVision Group is a specialized intermediary focused on providing risk solutions to insurance companies and other risk bearing entities. We tackle the toughest risk management issues for our clients and protect bottom line profitability.



KINDER & ASSOCIATES, INC. James A. KinderChairman/CEO418 Terry Road Fountain Inn, SC 29644 - United StatesPhone: (864) 409-8347Email: [email protected] Business Started: 1978Number of Clients: VariesNumber of Employees: 3

Kinder & Associates, Inc. offers consulting services to the self-insurance alternative risk transfer community including government relations/lobbying service. Jim Kinder principal of K&A also is available to serve as an independent director to companies within the insurance/self-insurance/alternative risk transfer community. Mr.Kinder assisted in the formation of SIIA and served as CEO of the organization from its inception until his retirement in 2006.

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LAWLEY BENEFITS GROUP Thomas RevelasManaging Partner361 Delaware Avenue Buffalo, NY 14202 - United StatesPhone: (716) 849-8252Email: [email protected]: www.lawleyinsurance.comYear Business Started: 1999Number of Clients: 1,400Number of Employees: 65

Lawley Benefits Group is an employee benefits broker and consulting firm. With corporate offices in Upstate New York, LBG is a regional firm. Lawley works with small,medium and large businesses on all aspects of employee benefits, including strategic planning, underwriting, full-scale implementation and plan monitoring.

LEGACY ENTERPRISES BENEFITS CONSULTING, INC.Charlynn HarlessPresident & CEO4382 Pebble Beach Drive Stockton, CA 95219 - United StatesPhone: (209) 472-1014Email: [email protected] Business Started: 1990Number of Clients: 129Number of Employees: 2

Legacy specializes in building and managing public entity employee benefit pools that self-fund the medical, dental and vision benefits.

MARSH INC. Greg ArmsGlobal Head, Employee Benefits Practice1166 Avenue of the Americas, 40th Floor New York, NY 10036 - United StatesPhone: (212) 345-4067Email: [email protected]: www.marsh.comYear Business Started: 1871Number of Clients: 2,000+Number of Employees: 10

Marsh is a world leader in delivering risk and insurance services and solutions to its clients. Over 24,000 Marsh colleagues provide risk management, risk consulting, insurance broking, employee benefits, and program management services to a wide range of businesses, government entities and professional organizations in more than 100 countries.

NATIONAL COOPERATIVERX Mary BorlandSr. Director of Sales & Account Management195 E. Badger Road Madison, WI 53713 - United StatesPhone: (608) 204-9479 ext. 230Email: [email protected]: www.nationalcooperatverx.comYear Business Started: 2003Number of Clients: 250,000 membersNumber of Employees: 12

National CooperativeRx is a not-for-profit, nationwide prescription drug purchasing coalition. Member plan sponsors that can self-insure their prescription drug needs, receive pricing on prescription benefit management services based on 250,000 members and high levels of service. We achieved an aggregate trend of .33% annually over the last 5 years.

NORTHSHORE INTERNATIONAL INSURANCE SERVICES, INC.David Ives, CPCUChief Executive Officer199 Rosewood Drive Danvers, MA 01923 - United StatesPhone: (978) 745-6655Email: [email protected]: www.niis.comYear Business Started: 1988Number of Clients: 300+Number of Employees: 50





PANCOAST BENEFITS Pat LundVP Benefits4205 Hillsboro Road Nashville, TN 37215 - United StatesPhone: (615) 292-3400Email: [email protected] Business Started: 1985

Pancoast Benefits is a leading provider of health and benefits consulting. Our goal is to provide our clients with proven expertise in consulting with a strong commitment to administrative services and technology. You will find us committed to exceptional service with a focus on excellence and attention to detail.

PREMIER HEALTHCARE EXCHANGE, INC.Todd RobertiCEO2 Crossroads Drive Bedminster, NJ 07921 - United StatesPhone: (908) 658-3535Email: [email protected]: www.phx-online.comYear Business Started: 2001Number of Clients: 100+Number of Employees: 75+


PROFESSIONAL REINSURANCE MARKETING SERVICES, INC.Tom BeldingPresident10917 Old River Trail Edmond, OK 73013 - United StatesPhone: (405) 771-5115Email: [email protected] Business Started: 1998Number of Clients: 50Number of Employees: 3

We are Registered Reinsurance Intermediary Brokers that assist Medical TPA’s to assist them in securing Stop Loss for their clients. We are also General Agents for Life, Dental, Vision, STD and LTD programs. We also provide cost containment programs for Diabetes management and Out-Of-Network PPO Claims and Transplant Carve-Out programs.

RE-SOLUTIONS Elizabeth MarinerExceutive Vice President580 Lumber Exchange Building, 10 South 5th Street Minneapolis, MN 55402 - United StatesPhone: (612) 766-9782Email: [email protected]: www.re-solutions.netYear Business Started: 2001Number of Employees: 11

Celebrating its 10th anniversary in 2011, Re-Solutions is an independent reinsurance intermediary dedicated to providing quality intermediary and other value-added consultative services to the insurance, captive, reinsurance and managed healthcare communities.

RESOURCE INTERMEDIARIES, INC. Peter RobinsonPrincipal221 Main Street, Suite 730 San Francisco, CA 94105 - United StatesPhone: (415) 433-0600Email: [email protected]: www.resource-re.comYear Business Started: 2004

ReSource Intermediaries offers consultative reinsurance intermediary services through offices in San Francisco, Denver, Chicago, New York and London. ReSource has a strong commitment to the Health and Accident reinsurance sector with deep expertise in alternative risk and managed care.

RFIB GROUP LIMITED Dominic HaggerDirector, Non-Marine20 Gracechurch Street London, England, EC3V 0AF - United KingdomPhone: 011 44 207 621 8202Email: [email protected]: www.rfib.co.ukYear Business Started: 1980Number of Clients: 3,090Number of Employees: 300

RFIB is an international Lloyd’s insurance and reinsurance broker. Its US Casualty and Accident & Health Team has extensive experience in the handling of Personal Accident placements on an individual and group basis, Workers’ Compensation and Healthcare placements including Employers’ Stop Loss, Student Medical, Short Term Medical and Travel Assistance.

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SELF INSURED SOLUTIONS, LLC Parley CallDirector of New Business Development430 N. Vineyard Avenue, Suite 102 Ontario, CA 91764 - United StatesPhone: (800) 592-0047Email: [email protected]: www.selfinsuredsolutions.comYear Business Started: 2003

STOP LOSS INSURANCE BROKERS, INC. Denise DoylePresident20 Park Plaza, Suite 912 Boston, MA 02116-4303 - United StatesPhone: (617) 542-1600Email: [email protected]: www.stoplossins.comYear Business Started: 1994Number of Clients: 50Number of Employees: 5

Stop Loss Insurance Brokers, Inc. is a leading independent broker for Medical Stop Loss and Employee Benefits to clients throughout Massachusetts and New England.

STOP LOSS INSURANCE SERVICES Gerald GatesPresident100 Front Street, Suite 610 Worcester, MA 01608 - United StatesPhone: (800) 944-7659 ext. 3073Email: [email protected]: www.stoploss.amwins.comYear Business Started: 1984Number of Clients: 300Number of Employees: 25

Stop Loss Insurance Services is the largest wholesale broker of medical stop loss insurance in the United Sates. We work closely with leading brokers, consultants and TPAs, supporting their efforts to address the needs of their self-funded clients. We provide focused medical stop loss expertise and preferred access to top rated carriers. We negotiate the best possible terms, rates and provide you a competitive advantage.

Need Help With the Piles of Claims?

Phone 301.963.0762 • Fax 301.963.9431Visit us on the Web at www.hhcgroup.com

Claim NegotiationsMedical Bill Review (Audit) Medical Peer Review

Disease Management • DRG Validation Pharmacy Consulting • Repricing

3 Star Preferred Provider Network (PPN) Transplant NetworksURAC Accredited Independent Review Organization (IRO)

Case Management Utilization Review Data Mining/Claim Scrubbing

We assist payors of health insurance claims and their clients with their

financial case management efforts.

Need Help With the


THE BAILEY GROUP Debbie WeinerSenior Account Manager1200 Plantation Island Drive S., #210 St. Augustine, FL 32080 - United StatesPhone: (904) 461-1800Email: [email protected]: www.mbaileygroup.comYear Business Started: 1996Number of Clients: 3,000Number of Employees: 32

With over 50 years of experience, The Bailey Group has built our reputation on integrity and superior customer service. We are a local firm with local personnel who are familiar with the needs of our community.

THE BENECON GROUP Matthew KirkSenior Executive Vice President147 W. Airport Road Lititz, PA 17543 - United StatesPhone: (717) 723-4600Email: [email protected]: www.benecon.comYear Business Started: 1991Number of Clients: 383Number of Employees: 61


THE CROWNE GROUP Roxane KimbleDirector of Account Management2710 Rew Circle, Suite 200 Ocoee, FL 34761 - United StatesPhone: (407) 654-5414Email: [email protected]: www.crowneinc.comYear Business Started: 1986Number of Clients: 30+Number of Employees: 10

The Crowne Group has served in an advisory and consultant role for public and private sector employers since 1986. Crowne has an extensive training background as consultants in employee benefits and human resources and has conducted numerous workshops, seminars and presentations for public and private sector employers on several topics.

THE PHIA GROUP, LLC Adam Russo, Esq.CEO163 Bay State Drive Braintree, MA 02184 - United StatesPhone: (781) 535-5622Email: [email protected]: www.phiagroup.comYear Business Started: 2000Number of Clients: 141Number of Employees: 80

The Phia Group, LLC is an experienced provider of health care cost containment techniques offering comprehensive recovery, documentation and consulting services designed to control health care costs and protect plan assets. The Phia Group’s overall mission is to reduce the cost of plans through its recovery strategies, innovative technologies, legal expertise, and focused, flexible customer service.



USI INSURANCE SERVICES Robert MelilloNational Vice President, Risk Financing Solutions555 Pleasantville Road, Suite 160 South Briarcliff Manor, NY 10510 - United StatesPhone: (203) 634-5917Email: [email protected]: www.usi.bizYear Business Started: 1996Number of Clients: 13,400Number of Employees: 2,900

Founded in 1994, USI is a leading distributor of employee benefits products and property and casualty insurance to businesses throughout the United States. USI is a recognized leader in the self-funded medical market, operating out of 74 offices in 22 states. USI is a portfolio company of Goldman Sachs Capital Partners.

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AFFORDABLE BENEFIT ADMINISTRATORS, INC.Marie AckadMarketing Operations ManagerP.O. Box 10787 - 444 Irving Drive, Suite 202Burbank, CA 91510 - United StatesPhone: (800) 350-0148Email: [email protected]: www.benefitsaba.comYear Business Started: 1987Number of Clients: 56Number of Employees: 16


ALICARE MEDICAL MANAGAMENT (an affiliate of Amalgamated Life Insurance)Claire LevittPresident333 Westchester Avenue White Plains, NY 10604 - United StatesPhone: (914) 367-5287Email: [email protected]: www.alicaremed.comYear Business Started: 1990Number of Clients: 250Number of Employees: 50

Alicare Medical Management, Inc., a member of the Amalgamated Family of Companies, is a national leader in developing care management solutions that promote cost effectiveness, patient satisfaction, and optimal medical outcomes. The Company’s services include: Nurse HelpLine, Utilization Management, Maternity Management, Case/Disease Management, Health Coaching/Wellness, Independent Physician Review and Claims Cost Management. AMM holds four URAC accreditations for Utilization Management, Case Management.

AMERICAN HEALTH HOLDING, INC. Paul LavinPresident & CEO100 West Old Wilson Bridge Road, Third Floor Worthington, OH 43085 - United StatesPhone: (866) 614-4244Email: [email protected]: www.AmericanHealthHolding.comYear Business Started: 1993Number of Clients: 200Number of Employees: 400

American Health Holding is a single-source provider of medical management services that supports millions of members across the health care continuum. The multi-URAC accredited organization helps clients maximize cost savings while ensuring the quality and appropriateness of care. American Health’s flexibility supports integrated solutions for creating healthy outcomes.

AMERICAN HEALTHCARE RECOVERIES Josh HolzerPresident55 Broad Street, 11th Floor New York, NY 10004 - United StatesPhone: (212) 425-1630Email: [email protected]: www.americanhealthcarerecoveries.comYear Business Started: 1999Number of Clients: 350Number of Employees: 56

American Healthcare Recoveries offers a wide-ranging selection of claims error detection, investigation and recovery services. Our services do not interfere with your on-going claims adjudication process or any pre-payment screening efforts. Suspected overpayments are identified and then reviewed and researched by our experienced Claims Analysts. OUR GUARANTEE... Absolutely no fee unless there is a successful recovery.

SECTION 8UTILIZATION REVIEWCASE MANAGEMENT




CHIROMETRICS Jeremy OswaldPresident/CEO1111 E. Herndon Avenue, Suite 308 Fresno, CA 93720 - United StatesPhone: (559) 447-3375Email: [email protected]: www.chirometricsinc.comYear Business Started: 1996Number of Clients: 56Number of Employees: 12

ChiroMetrics is a full-service chiropractic management company committed to customer service, accountability to our clients, and effective management of chiropractic and complementary medicine healthcare benefits. ChiroMetrics’ partner clients experience a dramatic decrease in chiropractic spend, unparalleled data collection and reporting, and an impressive return on investment.

Medical costs out of control? Our client-focused flexibility and cost-containment experience can help!American Health is a single-source, URAC-accredited provider of integrated medical management services that support members across the health care continuum. Our board-certified physicians and registered nurses have been helping clients since 1993 to maximize cost savings while ensuring the quality and appropriateness of care. Our full spectrum of medical management solutions includes:

Utilization Management �

Case Management �

Specialty Case Management �(Neonatal and Pediatric, Oncology, Transplants, Maternity)

Wellness �

Disease Management �

Maternity Management �

Medical Evacuation �

Onsite Medical Management �

Medical Review �

Independent External Review �

Medical Disclosure �

Integrated Behavioral Health �

24/7 Physician Consultations �

24/7 Nurse Line �

Bill Audit Services �

Out-of-Network Repricing �

Negotiations �

Proprietary iSuite Software �

For more informationTo learn more about what we can do for you, visit us on the Web at www.AmericanHealthHolding.com or call us at 866-614-4244.

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Considine & Associates (HealthClaim Review®) is a URAC-accredited Independent Review Organization providing medical review services to group and comp healthcare payers and administrators worldwide. Medical necessity, coding/claims review, dental, hospital bill audit/repricing/DRG, surgery center repricing are key product areas. Large domestic/international physician panel covers 125 medical specialties.

CPR RISK MANAGEMENT, INC. Mary PozueloCEO270 1st Avenue South, Suite 100 St. Petersburg, FL 33701 - United StatesPhone: (877) 810-9939Email: [email protected]: www.cpr-rm.comYear Business Started: 2010Number of Clients: 25Number of Employees: 12

CPR provides a fully integrated claim management solution. Our Services include, utilization, case & disease management; claim reviews; 50%/trigger reviews; medical projections; underwriting; & hospital bill audits. Services can be provided as back-up or primary. We understand risk & insurance, & review cases from a business & medical perspective.

DOBSON AND ASSOCIATES, LLC Sheryl Dobson-WainwrightOwner44 W. Broadway, #1405 Salt Lake City, UT 84101 - United StatesPhone: (866) 241-4933Email: [email protected]: www.dobsonandassociates.comYear Business Started: 1998Number of Clients: 24Number of Employees: 20

Dobson and Associates provides customized utilization management, case management, claims review, appeals and expedited appeals, and consulting services for self funded insurers and third party administrators. We customize the program to meet your fund’s needs and SPD requirements, and to help maintain your regulatory standards.

EBIX HEALTH Laurie DouglasDirector of Marketing10 10th Street NE, Suite 500 Atlanta, GA 30328 - United StatesPhone: (404) 604-2757Email: [email protected]: www.ebix.comYear Business Started: 1989Number of Clients: 5,600Number of Employees: 90


GLOBAL EXCEL MANAGEMENT, INC. Benjamin TabahRegional VP - Business Development73 Queen Street Sherbrooke, Quebec, J1M 0C9 - CanadaPhone: (819) 437-2277Email: [email protected]: www.globalexcelusa.comYear Business Started: 1996Number of Clients: 300Number of Employees: 350

Global Excel Management (GEM) is a medical claim cost-containment company that focuses on direct provider negotiation supported by a blend of supplemental PPO’s, code edits, UCR reviews, clinical reviews, and EDI connectivity expertise. Global Excel blends these services into customized solutions (MyGEM) that provide unparalleled cost savings and administrative ease of use for our clients. Irrespective of bill type or dollar threshold, Global Excel has solutions designed to enhance the cost-saving performance of any claim shop.


HEALTHCARE ALTERNATIVES, LLC Becki DeebPresident14523 Westlake Drive, Suite 20 Lake Oswego, OR 97035 - United StatesPhone: (503) 635-4191Email: [email protected]: www.hcalternatives.comYear Business Started: 2001Number of Clients: VariableNumber of Employees: Variable

HealthCare Alternatives, LLC, a Managed Care company offering a full spectrum of services including Specialty Case Management (Cancer Care Program, Injectables, Maternity/Neonatal, Renal and Transplants), management of Claims and Disease entities, Physician Review and Utilization Management. We ensure your members receive safe, standard of care services at cost effective rates.

HEALTHTRANS Don Houchin, SVPPBM Business Development8300 East Maplewood Avenue, Suite 100 Greenwood Village, CO 80111 - United StatesPhone: (800) 950-9120Email: [email protected]: www.healthtrans.comYear Business Started: 2000Number of Clients: 430Number of Employees: 242

HealthTrans provides employers with innovative and strategic solutions to address their healthcare benefit challenges. Our value-focused services deliver employee benefits, improved health outcomes, reduced absenteeism, and a greater return on healthcare investment. With regional offices in the Atlanta, Chicago, and Denver areas, we provide cost savings to clients nationwide.

HINES & ASSOCIATES, INC. Judy HinesPresident115 E. Highland Avenue Elgin, IL 60120 - United StatesPhone: (800) 735-1200Email: [email protected]: www.hinesassoc.comYear Business Started: 1987

Hines & Associates, a quality USA-based/international URAC accredited managed care firm, is a leader in health care management. From health risk assessments and wellness coaching to utilization review, disease management and case management challenges of cancer, transplants, dialysis, neonatal intensive care, etc., Hines specialty programs minimize risks and maximize solutions.

IMEDECS Joyce MullerPresident & CEO157 S. Broad Street Lansdale, PA 19446 - United StatesPhone: (215) 855-4633Email: [email protected]: www.imedecs.comYear Business Started: 1999Number of Clients: 500+Number of Employees: 18 plus over 700 independent contractors

IMEDECS is a national URAC accredited independent review organization known throughout the healthcare industry for its high-quality medical reviews, extensive panel of experts, and responsiveness to client and regulatory needs. Some of the clients who benefit from IMEDECS’ services include, but are not limited to, hospitals, managed care organizations, third-party administrators, employer groups and state agencies throughout the United States.

INETICO, INC. Ronnie BrownVP of Business Development400 N. Ashley Drive, Suite 1550 Tampa, FL 33602 - United StatesPhone: (813) 258-2200 ext. 1019Email: [email protected]: www.inetico.comYear Business Started: 2004Number of Clients: 32Number of Employees: 40

Leading the industry with innovative services, INETICO supplies medical and dental cost containment solutions for Employers, TPAs, Taft Hartley, and Reinsurers. Claims Administration and Care Management services managed within INETIPASS provide clients real0time interactive information and reporting capabilities with 100% transparency. Services include PPO administration, Claims Repricing, Claims Negotiation and Care Management.

INTEGRATED CARE MANAGEMENT Sarah LichtmanSales Support3440 Preston Ridge Road, Suite 300 Alpharetta, GA 30005 - United StatesPhone: (678) 781-2808Email: [email protected]: www.integratedcare.comYear Business Started: 1989Number of Clients: 1,040Number of Employees: 88

Integrated Care Management (ICM) is a Case Management and Integrated Disability Management Service company. Our goal is to minimize employer expense while ensuring the proper level of care for the injured worker. Our Cost Containment Services are offered NATIONALLY through filed case management, telephonic, on-site, catastrophic, and vocational case management which can be employed through a SI Employer, PEO, TPA or Carrier.

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INTERFACE EAP Fred NewmanCEO10370 Richmond Avenue, Suite 1100 Houston, TX 77042 - United StatesPhone: (713) 781-3364Email: [email protected]: www.ieap.comYear Business Started: 1989Number of Clients: 220Number of Employees: 30

Interface EAP provides Utilization Review and Case Management as part of our Behavioral Healthcare Management services. Coordinating care, aftercare, focusing on problem resolution, and managing the cost of treatment are critical with most employers now under parity. Combine these services with our patented Pharmacy Intervention Protocol for more efficiency!

ITA PARTNERS | EVITITraci BoehringerSenior Marketing Specialist1800 JFK Boulevard, 9th Floor Philadelphia, PA 19103 - United StatesPhone: (215) 569-0656Email: [email protected]: www.itapartners.comYear Business Started: 2003Number of Employees: 60

ITA Partners provides independent decision support to help ensure evidence-based oncology care is prescribed, followed and appropriately reimbursed from the start through survivorship. Our patent-pending, web-based application—eviti®—provides immediate access to comprehensive, nationally-recognized, evidence-based treatment standards and point-of-decision treatment authorization in any cancer care setting.

J.P. FARLEY CORPORATION James FarleyPresident29055 Clemens Road Westlake, OH 44145 - United StatesPhone: (800) 634-0173 or (440) 250-4300Email: [email protected]: www.jpfarley.comYear Business Started: 1979

J.P. Farley Corporation is a full-service benefit solutions consultant providing a better plan through an integrated array of administration services and helping clients nationwide strategically and proactively manage their customized benefit packages.

Self-funded medical, prescription, dental, vision, disability, FSAs, HRAs, HSAs, COBRA, HIPAA, care & utilization management, wellness, patient advocacy and third party administration.

ISO 9001-2008 certification, URAC Utilization Management Accreditation and NorthCoast 99 Great Workplace Awards.

MCM SOLUTIONS FOR BETTER HEALTHBrian VervynckSenior Vice President of Sales, Marketing & Client Services105 West Adams, Suite 2200 Chicago, IL 60603 - United StatesPhone: (800) 367-9938Email: [email protected]: www.medicalcost.comYear Business Started: 1986Number of Clients: 500+Number of Employees: 65

A pioneer in population health management, MCM was founded in 1986 to meet the care management needs of self-funded plans, Taft-Hartley Trusts, associations, and claim payers. MCM offers sophisticated risk identification and care management techniques that cover the entire continuum of care and promote better health. MCM serves over 500 health plans representing over 500,000 members nationally.

MED-CERT, INC. Sharon ReynoldsDirector of Business Development13902 N. Dale Mabry Highway, Suite 217 Tampa, FL 33618 - United StatesPhone: (813) 949-2174Email: [email protected]: www.medcertinc.comYear Business Started: 1997Number of Clients: 10Number of Employees: 24

Med-Cert is an innovative, proactive, action-oriented, URAC compliant medical management company. Located in Tampa, Florida and headquartered in Nashville, Tennessee, Med-Cert offers various utilization and case management services to help manage our clients’ medical claims and, as a result, lower claims expenditures and reinsurance costs.

MEDICAL REVIEW INSTITUTE OF AMERICABill LowPresident2875 S. Decker Lake Drive, Suite 550 Salt Lake City, UT 84119 - United StatesPhone: (800) 654-2422Email: [email protected]: www.mrioa.comYear Business Started: 1982Number of Clients: 800Number of Employees: 70

Medical Review Institute of America (MRIoA) has been an innovative leader in physician peer review since 1982. MRIoA offers high quality reviews meeting rapid turn around times through our national network of over 550 active practicing, board-certified physicians and other allied specialties. For more information please contact us at 800-654-2422 ext. 6553, [email protected], or check us out online at mrioa.com.


MUTUAL ASSURANCE ADMINISTRATORS, INC.Eric WrightChief Marketing Officer3121 Quail Springs Parkway Oklahoma City, OK 73134 - United StatesPhone: (405) 848-1975Email: [email protected]: www.maa-tpa.comYear Business Started: 1975Number of Clients: 230Number of Employees: 225




PARADIGM MANAGEMENT SERVICES Kevin TurnerChief Sales Officer1277 Treat Boulevard, Suite 800 Walnut Creek, CA 94597 - United StatesPhone: (800) 676-6777Email: [email protected]: www.paradigmcorp.comYear Business Started: 1991Number of Clients: 50Number of Employees: 500

Paradigm Management Services provides acute and ongoing case management services for TBI, SCI, amputations, burns, wounds and chronic pain. As the leading provider of complex and catastrophic medical management, Paradigm brings together nationally recognized doctors, the best network of care facilities, and 20 years of clinical data to guide decisions.

SELECT SURGICAL SOLUTIONS, S3 Melissa KremerExecutive Vice President1120 N. Tustin Avenue Anaheim, CA 92807 - United StatesPhone: (877) 731-0002Email: [email protected]: www.selectsx.comYear Business Started: 2010Number of Clients: 50Number of Employees: 10

S3 is a nationally recognized proven All-inclusive Surgical Cost Containment Organization assisting payers across the country in managing the spiraling costs of all surgical implants. Our program is proactive and gives the physician freedom to use any implant to ensure best positive patient outcome at lower costs to payers!!

SPECIALTY CARE MANAGEMENT, LLC Robert ClementeFACHE, President & CEO991 Route 22 W., Suite 200 Bridgewater, NJ 08879 - United StatesPhone: (908) 229-1876Email: [email protected]: www.specialtycm.comYear Business Started: 2006Number of Clients: 100Number of Employees: 15

Experts in catastrophic care management and related costs, SCM is a privately-owned, national company specializing in healthcare management and the associated financial risk of catastrophic diagnoses, including: renal disease, cancer, transplants, high risk maternity, neonates, and others. Our innovative products and services manage high cost, high risk healthcare claims

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ARONBERG GOLDGEHN DAVIS & GARMISAMitchell MelamedPartner330 North Wabash, Suite 1700 Chicago, IL 60611 - United StatesPhone: (312) 755-3162Email: [email protected]: www.agdglaw.comYear Business Started: 1890Number of Clients: 100Number of Employees: 70

Aronberg Goldgehn is the second oldest law firm in Chicago. It specializes in a number of areas, including representation of ERISA self-funded health benefit plans, subrogation and recovery, having done so since 1980.

AURORA CONSULTANTS LLC Michael MeyerConsultant1730 Evergreen Street Duarte, CA 91016 - United StatesPhone: (626) 303-0808Email: [email protected]: www.auroraconsultantsllc.comYear Business Started: 2009Number of Clients: 25Number of Employees: 20

Wealth Management firm specializing in captive and securitized insurance, business finance and succession planning, trusts, estates and taxation, real estate, and litigation (with an emphasis on fiduciary malfeasance).

BURR & FORMAN LLP Kevin DohertyAttorney3102 West End Avenue, Suite 700 Nashville, TN 37203 - United StatesPhone: (615) 724-3211Email: [email protected]: www.burr.comYear Business Started: 1905Number of Employees: 500+

Burr & Forman LLP attorneys handle all aspects of insurance law, including regulatory, transactional, captives and the alternative market, and litigation. We actively participate in the NAIC and numerous insurance associations, and we maintain strong relationships with insurance regulators throughout the country. Our firm understands that the right team matters.

KING & CROFT LLP Thomas CroftPartner707 The Candler Building127 Peachtree Street, N.E. Atlanta, GA 30303-1800 - United StatesPhone: (404) 577-8400Email: [email protected]: www.StopLossLaw.comYear Business Started: 1993Number of Clients: VariesNumber of Employees: 5

Thomas A. Croft of King & Croft LLP has devoted the majority of his commercial litigation practice to the handling of stop loss related cases for more than ten years. He maintains a comprehensive and well-regarded website devoted to legal issues arising in the self-funded industry at www.StopLossLaw.com.

SECTION 9ATTORNEYS


LAW OFFICES OF STEVEN T. POLINO, PLLCSteve PolinoManaging Member3216 Prince Court Bedford, TX 76021 - United StatesPhone: (817) 992-6359Email: [email protected]: www.tarrantcountylaw.netYear Business Started: 1986Number of Clients: 25Number of Employees: 3

LEECH TISHMAN FUSCALDO & LAMPL, LLCMala MasonSenior Marketing Coordinator525 William Penn Place, 30th Floor Pittsburgh, PA 15219 - United StatesPhone: (412) 225-9568Email: [email protected]: www.leechtishman.comYear Business Started: 1994Number of Employees: 75

Leech Tishman provides full-service commercial legal services to individuals, businesses, and institutions, offering legal services in alternative dispute resolution, bankruptcy & creditors’ rights, construction, corporate, employment, energy, environmental, safety & toxic torts, estates & trusts, government relations, insurance coverage & corporate risk mitigation, litigation, real estate, and taxation.

SEELEY, SAVIDGE, EBERT & GOURASH CO., LPAGregory SeeleyPartner26600 Detroit Road, Suite 300 Westlake, OH 44145-2397 - United StatesPhone: (216) 566-8200Email: [email protected]: www.sseg-law.comYear Business Started: 1978Number of Clients: 1,000Number of Employees: 30

Exceptional legal service is the foundation of Seeley Savidge Ebert & Gourash Co., LPA (SSE&G). Since establishing the firm in 1978, the partners and attorneys of SSE&G have assisted clients in achieving objectives through such traditional values as hard work, responsiveness and efficiency while consistently bringing innovative ideas to the table.

SEIGER GFELLER LAURIE LLP Charles GfellerPartner65 Memorial Road, Suite 340 West Hartford, CT 06107-2434 - United StatesPhone: (860) 760-8400Email: [email protected]: www.sgllawgroup.comYear Business Started: 2009Number of Clients: 170Number of Employees: 22

Seiger Gfeller Laurie LLP is a law firm with offices in Connecticut, New York, and New Jersey, which has both a national and international practice. SGL’s practice areas include insurance/reinsurance, health care cost containment, white collar criminal defense, and commercial litigation.

THE STEWART LAW FIRM James TullisDirector of Business DevelopmentThe Nemours Building, 1007 Orange Street, Suite 1400 Wilmington, DE 19801 - United StatesPhone: (302) 652-5200Email: [email protected]: www.stewartlaw.proYear Business Started: 1994Number of Clients: 250Number of Employees: 19

The Stewart Law Firm LLLP’s extensive experience in corporate transactional work, combined with our attorneys’ diverse backgrounds in federal and state taxation, captive insurance, and Delaware and Nevada corporate and commercial law make the firm an exceptional resource for progressive businesses. Our clients enjoy a unique blend of business planning resources delivered by a team of dedicated professionals driven to provide unparalleled legal services.

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AAMGregory Curran, CFAVice President, Business Development30 North LaSalle Street, Suite 3500 Chicago, IL 60602-2508 - United StatesPhone: (312) 263-2900Email: [email protected]: www.aamcompany.comYear Business Started: 1982Number of Clients: 97Number of Employees: 46

AAM has managed investment portfolios exclusively for insurance companies since 1982. Additional services include investment accounting, tax modeling, and dynamic asset-liability management. AAM customizes our investment management service to suit each client’s investment policy, risk parameters, and ongoing client service communication expectations.



BICKMORE RISK SERVICES Rick BrushDirector, Business Development1750 Creekside Oaks Drive, Suite 200 Sacramento, CA 95833 - United StatesPhone: (916) 244-1100Email: [email protected]: www.BRSrisk.comYear Business Started: 1984Number of Clients: 625Number of Employees: 103

Bickmore Risk Services (BRS) has been reducing cost of risk for over 25 years. Our approach is simple – provide public and private self-insured groups objective, best practice alternatives that reduce costs, leverage resources, and optimize savings. We offer pool administration, risk management and loss control services, claims consulting and auditing, financial and actuarial services, regulatory consulting, and more. www.brsrisk.com.

CAPVISOR ASSOCIATES, LLC Carl TerzerPrincipalP.O. Box 693 Chatham, NJ 07928 - United StatesPhone: (973) 219-7106Email: [email protected]: www.capvisorassociates.comYear Business Started: 2008Number of Clients: 9Number of Employees: 2

CapVisor, an SEC-Registered Investment Advisor, has more than 27 years of experience working exclusively with insurers, over 12 of which have been focused on investment solutions to self-insureds and other ART vehicles. We offer: Consulting and Manager Search services, both of which include plan design, implementation and managing the managers.

SECTION 10FINANCIAL SERVICES


GPW Charles LairdDirector of Marketing2700 N. Third Street, Suite 3050 Phoenix, AZ 85004 - United StatesPhone: (602) 200-6900Email: [email protected]: www.gpwa.comYear Business Started: 1998Number of Clients: 700+Number of Employees: 31

GPW is a management and actuarial consulting firm providing professional services to insurance companies, captives, and self-insureds. GPW provides financial, actuarial, tax and regulatory compliance services to assist clients in the efficient and cost effective management of their risk and insurance issues.

HANNOVER LIFE REASSURANCE COMPANY OF AMERICAJeff BurtExecutive Vice President, Financial Solutions800 N. Magnolia Avenue, Suite 1400 Orlando, FL 32803 - United StatesPhone: (407) 996-2618Email: [email protected]: www.hlramerica.com

Hannover Life Reassurance Company of America is the North American life and health reinsurance subsidiary of the Hannover Re Group, one of the largest reinsurance groups in the world. We offer financial solutions for companies who need capital to pursue new lines of business or increase capital reserves. These insurance based solutions can offer considerable benefits over traditional capital market equity or debt.





Focused on 100% alignment with evidence-based cancer care?

Was dedicated to avoiding progression to dialysis?

Prevented the placement of unnecessary cardiac devices?

WOULDN’T THAT BE inVentiv?

If you are interested in partnering with the medical management solution that promotes quality care at appropriate costs and positive patient outcomes, contact AWAC® at 877-447-2778 or [email protected]

WHAT IF YOUR MEDICAL MANAGEMENT PARTNER...

©AWAC, LLC Aug2011 DIR01


PREFERRED MEDICAL CLAIM SOLUTIONSRobert RathSenior Vice President9060 E. Via Linda, Suite 250 Scottsdale, AZ 85258 - United StatesPhone: (480) 905-8987Email: [email protected]: www.pmcsonline.comYear Business Started: 1998Number of Clients: 100+Number of Employees: 60

Preferred Medical Claim Solutions assists providers, patients and payers in reducing the costs associated with out-of-network claims. Settlements are achieved through provider relationships, forged by a history of professional negotiations, fulfilled by Advance Funded Provider (AFP) payments.

STONE CARLIE & COMPANY, L.L.C. Jeffrey WardManaging Member101 S. Hanley Road, Suite 800 Clayton, MO 63105 - United StatesPhone: (314) 889-1100Email: [email protected]: www.stonecarlie.comYear Business Started: 1950Number of Clients: 3,500Number of Employees: 85

Stone Carlie is a full service accounting firm that specializes in SAS70 engagements for TPAs and other entities within the insurance industry. We also provide traditional tax and assurance services as well as a full suite of IT related services that include Risk and Vulnerability Assessments and Disaster Recovery Planning.

THE BAILEY GROUP Debbie WeinerSenior Account Manager1200 Plantation Island Drive S., #210 St. Augustine, FL 32080 - United StatesPhone: (904) 461-1800Email: [email protected]: www.mbaileygroup.comYear Business Started: 1996Number of Clients: 3,000Number of Employees: 32

With over 50 years of experience, The Bailey Group has built our reputation on integrity and superior customer service. We are a local firm with local personnel who are familiar with the needs of our community.

WELLS CAPITAL MANAGEMENTLarry FernandesNational Sales Director525 Market Street, 10th Floor San Francisco, CA 94105 - United StatesPhone: (415) 396-0479Email: [email protected]: www.wellscap.comYear Business Started: 1986Number of Clients: 1,916Number of Employees: 773

WellsCap is Wells Fargo Bank’s largest institutional investment management arm organized as a multi-boutique asset management firm. Our diverse and autonomous teams manage portfolios that span the wide range of needs associated with operational cash, capital investment project portfolios, bond proceeds, core reserve portfolios and pension assets for corporations, public agencies, foundations/endowments, and other institutional clients.

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AMERICAN HEALTHCARE RECOVERIESJosh HolzerPresident55 Broad Street, 11th Floor New York, NY 10004 - United StatesPhone: (212) 425-1630Email: [email protected]: www.americanhealthcarerecoveries.comYear Business Started: 1999Number of Clients: 350Number of Employees: 56

American Healthcare Recoveries offers a wide-ranging selection of claims error detection, investigation and recovery services. Our services do not interfere with your on-going claims adjudication process or any pre-payment screening efforts. Suspected overpayments are identified and then reviewed and researched by our experienced Claims Analysts. OUR GUARANTEE... Absolutely no fee unless there is a successful recovery.

AQUARIUS CAPITALMichael FrankPresident & Actuary110 Betsy Brown Road Port Chester, NY 10573 - United StatesPhone: (914) 933-0063Email: [email protected]: www.aquariuscapital.comYear Business Started: 2002Number of Clients: 100+Number of Employees: 2 Principals

Aquarius Capital provides an array of services to its clients in the life, accident & health insurance industry including actuarial, underwriting, insurance/employee benefits brokering, product development, managed care analysis, and reinsurance risk management services. Actuarial services include managed care pricing, rate filings, health care reform analysis, reserve valuations, capitation reviews, and retiree valuations (e.g., GASB 45)





SECTION 11ACTUARIES / ACCOUNTANTS

AUDITORS


CASUALTY ACTUARIAL CONSULTANTS, INC. J. Edward CostnerPresident7000 Executive Center Drive, Suite 312 Brentwood, TN 37027 - United StatesPhone: (615) 371-5339 ext. 3100Email: [email protected]: www.caci1.comYear Business Started: 1989Number of Clients: 200+Number of Employees: 7

CACI is an independent actuarial consulting firm which specializes in working with individual and group self-insured risks around the country.

CONNER ASH, P.C. Alicia DrouantManager12101 Woodcrest Executive Drive, Suite 300 St. Louis, MO 63141 - United StatesPhone: (314) 205-2510Email: [email protected]: www.connerash.comYear Business Started: 1926Number of Clients: 1,200Number of Employees: 37

We are a CPA firm with more than 25 years experience in auditing, tax planning and compliance, financial reporting, and consulting for self-insured groups, risk retention groups, captives, and public entity risk pools. These groups provide health, workers’ compensation, medical malpractice, as well as property and casualty coverage.

FIRLEY, MORAN, FREER & EASSA, P.C.James FlynnSr. Manager5010 Campuswood Drive, Suite 4 East Syracuse, NY 13057 - United StatesPhone: (315) 472-7045Email: [email protected]: www.fmfecpa.comYear Business Started: 1980Number of Clients: 500+Number of Employees: 76

CPA’s with Experience, Responsiveness & Dedication - At Firley, Moran, Freer & Eassa, we succeed because of a strong



MARBLE ARCH SERVICES, LLC Adria GarneauPresident & Chief Claims Officer9 Tyler Street Salem, NH 03079 - United StatesPhone: (603) 458-1745Email: [email protected] Business Started: 2011Number of Clients: 5Number of Employees: 1

Marble Arch Services LLC provides claims oversight and review, medical management services, and business development consulting to Harbour Life & Reinsurance Company, Ltd., a Bahamas-based reinsurer.

MARK HAARER CONSULTING, LLC Mark HaarerPresident23270 CR 28 Elkhart, IN 46517 - United StatesPhone: (574) 875-4500Email: [email protected]: www.mhcllc.comYear Business Started: 2003Number of Clients: 15Number of Employees: 1

We provide actuarial services for stop loss and other niche healthcare markets. We value each relationship and customize every response, and make your success our number one priority.

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MILLIMAN, INC. Stephen DiCensoConsulting Actuary80 Lamberton Road Windsor, CT 06095 - United StatesPhone: (860) 687-0160Email: [email protected]: www.milliman.comYear Business Started: 1947Number of Clients: 10,000Number of Employees: 1,200

Milliman is among the world’s largest independent actuarial and consulting firms. The company currently has 54 offices in key locations worldwide and employs over 2,500 people, with a professional staff of more than 1,300 qualified consultants and actuaries. Milliman serves the full spectrum of business, financial, government, union, education and nonprofit organizations.

NATIONAL BILL AUDIT SERVICES, LLC Jeremy PerkinsonExecutive Director, Audit Services150 153rd Avenue, Suite 303 St. Petersburg, FL 33708 - United StatesPhone: (800) 719-6227Email: [email protected]: www.nbasaudits.comYear Business Started: 2000

National Bill Audit Services, LLC is an independent medical bill auditing firm specializing in the commercial payor market. Our experienced team of professionals works with health plans, insurance companies, TPAs, MGUs and reinsurance carriers, auditing large dollar hospital and physician claims and ensuring appropriate reimbursement in accordance with the individual specification of each plan/policy.

NORTHSHORE INTERNATIONAL INSURANCE SERVICES, INC.David Ives, CPCUChief Executive Officer199 Rosewood Drive Danvers, MA 01923 - United StatesPhone: (978) 745-6655Email: [email protected]: www.niis.comYear Business Started: 1988Number of Clients: 300+Number of Employees: 50


REACT CONSULTING INTERNATIONAL, INC.Michael KempPresident18 Catharine Rose Road Harwich, MA 02645 - United StatesPhone: (774) 237-0692Email: [email protected]: www.reactconsultingintl.comYear Business Started: 2003Number of Employees: 2

ReAct Consulting provides professional actuarial, underwriting and reinsurance consulting to the life, accident & health insurance and reinsurance industry, both domestically and abroad.

SASLOW LUFKIN & BUGGY, LLP Glenn SaslowAudit Partner10 Tower Lane Avon, CT 06001 - United StatesPhone: (860) 678-9200Email: [email protected]: www.slbcpa.comYear Business Started: 1999Number of Clients: 1,500Number of Employees: 67

One of the nation’s leading providers of auditing, tax and consulting services to the commercial and alternative insurance marketplace. We service over 200 insurance companies structured as captives, self-insured groups, joint underwriting associations and commerical insurance companies which are located in numerous domiciles throughout the United States.

SIGMA ACTUARIAL CONSULTING GROUP, INC.Becky AustinAnalyst5301 Virginia Way, Suite 230 Brentwood, TN 37027 - United StatesPhone: (866) 228-8279Email: [email protected]: www.SIGMAactuary.comYear Business Started: 1995Number of Clients: 500Number of Employees: 10

SIGMA is an actuarial firm designed to simplify complexity, support your decision making processes, and give you a competitive advantage. Our services are designed to support key decision makers, such as brokers, risk managers, CFOs, auditors, captive managers or regulators, public entities or self insured groups, and insurance carriers.


STONE CARLIE & COMPANY, L.L.C. Jeffrey WardManaging Member101 S. Hanley Road, Suite 800 Clayton, MO 63105 - United StatesPhone: (314) 889-1100Email: [email protected]: www.stonecarlie.comYear Business Started: 1950Number of Clients: 3,500Number of Employees: 85

Stone Carlie is a full service accounting firm that specializes in SAS70 engagements for TPAs and other entities within the insurance industry. We also provide traditional tax and assurance services as well as a full suite of IT related services that include Risk and Vulnerability Assessments and Disaster Recovery Planning.



THE BENECON GROUP Matthew KirkSenior Executive Vice President147 W. Airport Road Lititz, PA 17543 - United StatesPhone: (717) 723-4600Email: [email protected]: www.benecon.comYear Business Started: 1991Number of Clients: 383Number of Employees: 61




TRILOGY CONSULTING GROUP, INC. Kathy Martin-SmithVice President2021 Midwest Road, Suite 200 Oak Brook, IL 60523 - United StatesPhone: (630) 953-6278Email: [email protected]: www.trilogy-consulting.comYear Business Started: 1995Number of Employees: 5

Trilogy is a focused consulting practice specializing in the performance of claims administration audits on behalf of self-funded employers, Taft Hartley plans, MGUs and excess loss carriers. Trilogy also publishes a 2,500 page claims administration manual - The Trilogy Claims Administration Handbook - the most comprehensive claim administration guideline available in the industry!

WINDSOR STRATEGY PARTNERS, LLC David WilsonPartner196 Princeton Hightstown Road, Building 2, Suite 16 Princeton Junction, NJ 08550 - United StatesPhone: (609) 275-6550Email: [email protected]: www.wspactuaries.comYear Business Started: 2004Number of Clients: 35Number of Employees: 7

Windsor Strategy Partners, LLC (WSP) is an actuarial and strategic consulting firm based in Princeton Junction, NJ. WSP provides expertise to a wide variety of clients who assume risk. WSP is focused on helping health care and property/casualty industry participants maintain and grow their businesses.

Business risk doesn’t have to be a mystery. Milliman understands how political, economic, and demographic trends can affect the alternative markets. Our expert analysis and tools can give you a better understanding of market opportunities and risks. Our services include reserve studies, retention analysis, predictive modeling, medical stop-loss rating models, benchmarking, and more.

With offices in major cities worldwide, Milliman combines local knowledge with a global view of business dynamics. Learn more at milliman.com.

Emerging trends. Market opportunities. Loss scenarios. Risk management strategies. The clues add up in the alternative markets.

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ACCESSONTIME Melven NehleberPresident3210 Lake Emma Road, Suite 3090 Lake Mary, FL 32746 - United StatesPhone: (888) 748-7575Email: [email protected]: www.accessontime.comYear Business Started: 1998Number of Clients: 600 payersNumber of Employees: 80

AccessOnTime provides non-emergency medical transportation, travel and language services including interpretation in-person / over-the-phone, document translation and transcription, and recorded statements nationwide. Our company prides itself on integrity, quality, passion, and commitment to providing the best service we possibly can. Our core competency is in the workers’ compensation sector, but we offer our language services across all business sectors.

ADVANCED RISK MANAGERS Mimi ChoiPresident851 Burlway Road Burlingame, CA 94010 - United StatesPhone: (650) 548-2628Email: [email protected]: www.advanrm.comYear Business Started: 2007

ARM provides every managed care advantage available to TPAs, MGUs, carriers, brokers, and other insurance payors, utilizing over 20 years of clinical and claims experience and carefully-researched relationships with many proven vendors, to reduce large loss risk exposure by providing medical underwriting services and customer-oriented cost containment solutions.

AMERIHEALTH ADMINISTRATORS, INC.Angela SalverianDirector, Marketing Services720 Blair Mill Road Horsham, PA 19044 - United StatesPhone: (215) 830-2505Email: [email protected]: www.ahatpa.comYear Business Started: 1988

AmeriHealth Administrators is national third party administrator representing over $1 billion in health benefits. We provide innovative, value-based health benefits programs, consumer-directed health plans (CDHP), and population health management. AmeriHealth Administrators offers outsourcing services for self-funded health plans, TPAs and other payers, student health plans, and insured products. Visit www.ahatpa.com.

CUSTOM DESIGN BENEFITS Julie MuellerPresident3737 West Fork Road Cincinnati, OH 45247 - United StatesPhone: (513) 598-2929Email: [email protected]: www.customdesignbenefits.comYear Business Started: 1991Number of Clients: 80Number of Employees: 55

Third Party Administrator of self-funded medical, dental and short-term disability plans, serving brokers and their clients headquartered in Ohio, Kentucky, and Indiana. Technology driven offering cost effective solutions including on-site wellness and consumer driven services as well as COBRA and FMLA.

SECTION 12CONSUMER DRIVEN HEALTH CARE SERVICES


FALLON COMMUNITY HEALTH PLAN David PrzesiekSenior Vice President, Sales & Marketing10 Chestnut Street Worcester, MA 01608 - United StatesPhone: (508) 368-9785Email: [email protected]: www.fchp.orgYear Business Started: 1977Number of Clients: 2500+Number of Employees: 900

For over 30 years, Fallon Community Health Plan (FCHP) has been providing innovative health insurance solutions for our clients. In addition to offering TPA services and more through our wholly owned subsidiary, UltraBenefits, FCHP has extensive experience and knowledge serving self-funded clients directly. From managing fully-integrated funding solutions to tailoring care management programs based on client needs, FCHP is a one-stop shop for any self-funded organization. More options. More expertise. More you.

GBEHAVIOR Don DosterPresident3525 Piedmont Road, Building 5, Suite 400 Atlanta, GA 30305 - United StatesPhone: (404) 949-0541Email: [email protected]: www.gbehavior.comYear Business Started: 2003Number of Clients: 75Number of Employees: 25

gBehavior offers comprehensive wellness and safety solutions that empower program participants to change behavior by rewarding them for achieving program goals. gBehavior handles all phases of implementation, program engagement, rewards management and in-depth reporting. gBehavior offers a unique value proposition – no monthly fees. We get paid only on results.

INSUR I.Q. Lee WaltersChief Marketing Officer2 Corporate Drive Shelton, CT 06484 - United StatesPhone: (203) 446-8053Email: [email protected]: www.doctornavigator.comYear Business Started: 2010Number of Clients: 1Number of Employees: 5

DoctorNavigator is a highly intuitive consumer facing Provider Price Transparency Platform. It can accommodate any plan sponsor with any combination of claims payers, claims data, fee schedules, benefit design configurations, provider networks, PBMs, and provider quality data. DoctorNavigator provides a uniform and consistent, user friendly display of relevant pricing information and plan data.

INTERACTIVE HEALTH SOLUTIONS Brad HillerVice President of Sales3800 North Wilke Road, Suite 155 Arlington Heights, IL 60004 - United StatesPhone: (630) 300-4269Email: [email protected]: www.interactivehealthsolutions.comYear Business Started: 1992Number of Clients: 1,300

IHS provides health management programs that empower employees to take control of their health so organizations can control healthcare costs and improve productivity. Using a HIPAA compliant process that engages individuals in practicing prevention and rewards healthy outcomes, IHS delivers results for employers.



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TPAC UNDERWRITERS, INC. Michael MelochPresident3810 Pheasant Ridge Drive, #300 Minneapolis, MN 55449 - United StatesPhone: (763) 231-8805Email: [email protected]: www.tpac.comYear Business Started: 1991Number of Clients: 200Number of Employees: 12

TPAC works to write profitable, creative business with our reinsurance partners in Spec/Agg, Spaggregate(tm) and HRA/HSA plans through Third-Party Administrators as well as fully-funded capitated drug card programs, Life and AD&D products. Our underwriting philosophy is never to laser any individual that we are quoting or currently have covered.

The Accident & Health team of Fairmont Specialty is dedicated to developing and distributing a wide variety of niche insurance and reinsurance products, while providing excellent customer service and support. Our portfolio includes: Stop Loss Organ Transplant Provider Excess Medical Excess Re HMO Reinsurance Limited Medial Dental/Vision/Rx AD&D

For more information, please contact: Lauren Woods, Sr. Marketing Associate (732) 676-9833 [email protected]

www.fairmontspecialty.com

Occupational Accident Blanket Special Risk College A&S Intercollegiate Sports K-12/K-12 Cat Travel Insurance Overseas Travel Medical Pet Insurance


ACTIVE CAPTIVE MANAGEMENT Stacy DumasMarketing Director16485 Laguna Canyon Road, Suite 200 Irvine, CA 92618 - United StatesPhone: (949) 727-0155Email: [email protected]: www.activecaptive.comYear Business Started: 1997Number of Clients: 116Number of Employees: 11

Active Captive Management specializes in the formation and management of captive insurance companies for middle markets. Combining over 3 decades of Captive Risk Solutions experience, ACM provides risk transfer solutions to a wide range of industries including; Agriculture, Franchising , Fuel and Oil, Medical Professionals, Manufacturing, Nursing Homes, and Transportation.

ALTA HOLDINGS, LLC Donald RoussoPresident2010 Main Street, Suite 650 Irvine, CA 92614-7294 - United StatesPhone: (949) 269-1401Email: [email protected]: www.altaholdings.comYear Business Started: 2005Number of Clients: 140Number of Employees: 25

Structuring, forming, and managing captive insurance companies to provide comprehensive risk management solutions for the middle market from the premier captive specialists at Alta Holdings, LLC. You will find world-class service from experienced CPA’s, attorneys, insurance, and business professionals with exclusive benefits for advisers and their clients.

AUCLAIRRE INTERNATIONAL, INC. Joël ThompsonPresidentP. O. Box 2000 Livingston, NJ 07039 - United StatesPhone: (973) 251-2662Email: [email protected]: www.auclairre.comYear Business Started: 20 Number of Clients: 14Number of Employees: 3


AURORA CONSULTANTS, LLC Michael MeyerConsultant1730 Evergreen Street Duarte, CA 91016 - United StatesPhone: (626) 303-0808Email: [email protected]: www.auroraconsultantsllc.comYear Business Started: 2009Number of Clients: 25Number of Employees: 20

Wealth Management firm specializing in captive and securitized insurance, business finance and succession planning, trusts, estates and taxation, real estate, and litigation (with an emphasis on fiduciary malfeasance).

SECTION 13CAPTIVE MANAGEMENT SERVICES RISK RETENTION GROUPS (RRGs)

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CHARTIS ACCIDENT & HEALTH CORPORATE BENEFITSJeff MeyerVice President, SalesOne MacArthur Place, Suite 620 South Coast Metro, CA 92707 - United StatesPhone: (714) 436-3600Email: [email protected]: www.chartisinsurance.comYear Business Started: 1974

Chartis Accident & Health Corporate Benefits (formerly known as Medical Excess) has been an industry leader in Medical Stop Loss and Fully Insured Organ Transplant coverages since 1974. For employee benefits captive programs, we can provide a fronting carrier, excess coverage, and captive management services as needed.

CHSI Ted HallPresident of Captive & Ins. Mgrs.770 Pilot Road, Suite I Las Vegas, NV 89119-9009 - United StatesPhone: (702) 736-4415Email: [email protected]: www.chsicaptives.comYear Business Started: 2005Number of Clients: 8Number of Employees: 35

We specialize in implementing alternative risk transfer (ART) programs to the traditional insurance markets. We offer complete services from feasibility study, to licensing and then management of ART program. Our staff is fully qualified in all aspects of management, including: underwriting, accounting, claims and licensed policy administration systems.

GLOBAL CAPTIVE MANAGEMENT LTD.Peter MacKayChairman2nd Floor, Governors Square, 23 Lime Tree Bay AvenueP.O. Box 1363 Grand Cayman, KY1-1108 - Cayman IslandsPhone: (345) 949-7966Email: [email protected]: www.global.kyYear Business Started: 1982Number of Clients: 70Number of Employees: 17

Global Captive Management Ltd. is one of the Cayman Islands’ leading captive managers. With no affiliation to any insurance broker, insurance company or bank, our success is driven by our knowledge, experience and dedication to serving the interests of our clients. For more information contact Peter MacKay at 345-949-7966. www.global.ky



HEFFERNAN GROUP Thomas HebsonRegional Executive16141 Swingley Ridge Road, Suite 100 Chesterfield, MO 63017 - United StatesPhone: (636) 489-0181Email: [email protected]: www.heffins.comYear Business Started: 1988Number of Clients: 9,000Number of Employees: 12

Heffernan is a leading provider of solutions to the self insured marketplace. We have extensive experience in client consultation and placement of coverage.

MCDERMOTT WILL & EMERY LLP Thomas JonesPartner227 W. Monroe Street, Suite 4400 Chicago, IL 60606-5096 - United StatesPhone: (312) 984-7536Email: [email protected]: www.mwe.comYear Business Started: 1934Number of Clients: ThousandsNumber of Employees: Thousands

McDermott is a leading expert in captive and other self-insurance legal, tax and regulatory matters. With one of the largest tax, benefits and healthcare law practices in the country, we are ideally suited to assist with structuring and implementing your self-insurance soluctions.


PARETO CAPTIVE SERVICES, LLC Andrew CavenaghPresidentOne Tower Bridge, Suite 275 Conshohocken, PA 19428 - United StatesPhone: (484) 362-0225Email: [email protected]: www.paretocaptive.comYear Business Started: 2011Number of Clients: <100Number of Employees: <25

Pareto Captive Services forms and manages employee benefit group captives for employers with an average of 100-150 enrolled employees. We form both heterogeneous and homogeneous programs.

PHYHEALTH CORPORATION Robert TrinkaCEO700 S. Royal Poinciana Boulevard, Suite 506 Miami, FL 33166 - United StatesPhone: (305) 779-1760Email: [email protected]: www.phyhealth.comYear Business Started: 2005Number of Clients: 10Number of Employees: 8

Phyhealth is a combination of companies that specialize in developing and operating RRGs and other captive structures, developing physician-owned community health plans, management of employers’ catastrophic risk, and operation of healthcare facilities, such as diagnostic sleep centers.




Roundstone delivers on its promise of speed to market, transparency and expertise through a consistent and thorough approach to establishing a captive facility. Our process includes a review of your business objectives along with our candid assessment of the captive program’s likelihood of success under today’s market conditions. There is no hidden agenda as Roundstone is paid when the captive facility is functioning with premium and not before.

THE TAFT COMPANIES Richard GoffManaging Member1620 Providence Road Towson, MD 21286 - United StatesPhone: (877) 587-1763Email: [email protected]: www.taftcos.comYear Business Started: 2004Number of Clients: 13Number of Employees: 7

The Taft Companies LLC is a captive management and consulting group providing alternative risk transfer feasibility studies, formation, accounting, investment, administration and reinsurance placement services in the Bermuda, Washington DC, Delaware, Montana and South Carolina captive domiciles. It is also a licensed Bermuda insurance broker.

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TRIBECA STRATEGIC ADVISORS, ARTEX RISK SOLUTIONS, INC.James TeheroCEO1635 N. Greenfield Road, Suite 115 Mesa, AZ 85205 - United StatesPhone: (480) 654-2400Email: [email protected]: www.captiveadvisors.comYear Business Started: 1999Number of Clients: 145Number of Employees: 25

Artex Tribeca is an alternative risk and captive insurance consulting and management company. Our specialty is the design, implementation, licensure and management of captive insurance companies. We are the largest manager of micro captives worldwide. Our staff includes attorneys, CPAs, account managers, underwriters and other insurance management personnel.

WILMINGTON TRUST Mary Alice AveryVice PresidentRodney Square North, 1100 North Market StreetWilmington, DE 19890 - United StatesPhone: (302) 636-6127Email: [email protected]: www.wilmingtontrust.comYear Business Started: 1856Number of Clients: 100+Number of Employees: 100+

Wilmington Trust is a leading global provider of fiduciary and entity management services for your captive needs. The experts of Wilmington Trust provide Investment and Captive Management as well as Reg 114 and Custodian services for captives, risk retention groups, and other alternative risk structures. Wilmington Trust - Experience You Can Trust.


AEGIS ADMINISTRATIVE. SERVICES, INC.Sam CozzoDirector of Sales & Marketing6970 W. Diversey Avenue Chicago, IL 60707 - United StatesPhone: (773) 658-1324Email: [email protected]: www.aegisadmin.comYear Business Started: 2002Number of Clients: 48Number of Employees: 23

Aegis Administrative Services, Inc. is a national employee benefit provider and administrator. We are one of the few, privately owned, diversified health care benefits companies in the nation. We offer a broad range of traditional and non-traditional cost containment health care products and services, for both group and individual. We offer medical plans (both fully insured and self insured), pharmacy, dental, (limited medical plans) worksite marketing products and administration. We offer “worry free” benefit administration and reporting from start to finish.

AON BENFIELD Ellsworth WhitemanExecutive Managing Director199 Water Street, 7th Floor New York, NY 10038 - United StatesPhone: (212) 441-1526Email: [email protected]: www.aonbenfield.com

Aon Benfield’s Accident Health and Life (AHL) team has expertise for individual and group accident, health and life insurance, surplus relief, new business financing, and in-force block dispositions. AHL’s services include proprietary, transparent catastrophe modeling for natural perils and terrorism, dynamic financial analysis, capital adequacy analysis, pandemic modeling, and actuarial.



AXIS GLOBAL ACCIDENT & HEALTH Christopher DiSipioCEO1 University Square Drive, Suite 200 Princeton, NJ 08540 - United StatesPhone: (609) 216-0843Email: [email protected]: www.axisaccidenthealth.comYear Business Started: 2009Number of Clients: 50+Number of Employees: 100+

AXIS Global Accident & Health, a division of AXIS Capital, offers insurance and reinsurance coverage for employers, affinity groups, financial institutions and more through insurance carriers, MGUs, brokers, TPAs, and other key distributors. AXIS has a significant capacity for underwriting global reinsurance risks for accident and health insurance carriers.

SECTION 14REINSURANCE

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BENEFITMALL Kim JohnsonDirector, Business Operations5090 North 40th Street, Suite. 100 Phoenix, AZ 85018 - United StatesPhone: (602) 308-0797Email: [email protected]: www.benefitmall.comYear Business Started: 1979Number of Clients: 125Number of Employees: 700+

BenefitMall is the nation’s largest wholesaler of insurance products. Our Self-Funded Division represents numerous direct writers of medical stop-loss. We pride ourselves on our buying power, services provided, and partnerships with our carriers and broker/clients. There is no fee to our brokers or their customers for our service.

BERKLEY ACCIDENT & HEALTH Christopher BrownPresident & CEO290 Donald Lynch Boulevard, Suite 302 Marlborough, MA 01752 - United StatesPhone: (508) 573-6123Email: [email protected]: www.BerkleyAH.comYear Business Started: 2005Number of Clients: 16,000+Number of Employees: 60

Berkley Accident & Health, LLC is a direct-writer of stop loss insurance in 50 states, policies issued by Berkley Life and Health Insurance Company, rated A+ by AM Best. The company is a wholly-owned subsidiary of W.R. Berkley Corporation (NYSE: WRB). Berkley offers a unique product called EmCap that utilizes an offshore captive arrangement to provide a self-funded alternative to smaller employers of 50 or more employees that are trapped in fully insured medical plans. Sales Managers are located throughout the United States.

BRENTWOOD REINSURANCE INTERMEDIARIES, INC.Al RusnakDirector of Marketing, Life & Health Reins.P.O. Box 1125 Brentwood, TN 37024-1125 - United StatesPhone: (800) 524-0604Email: [email protected]: www.brentre.comYear Business Started: 1990Number of Employees: 190

BrentRe is an independent reinsurance intermediary serving insurance companies, MGU’s and program administrators. Our responsive personal service is focused on Life, Accident, Health, and Workers’ Compensation reinsurance.




Considine & Associates (HealthClaim Review®) provides medical bill review services to SIUs, TPAs, stop loss carriers, reinsurance, bill negotiation and financial recovery companies. Facility bill review includes DRG validation, hospital line audit, as well as repricing of itemized hospital bills, implants and outpatient surgery centers. Facility bill review is supplemented by a large national physician consultant panel that performs medical necessity and claims and coding review.






FAIRMONT SPECIALTY Lauren WoodsSr. Marketing Associate5 Christopher Way Eatontown, NJ 07757 - United StatesPhone: (732) 676-9833Email: [email protected]: www.fairmontspecialty.comYear Business Started: 2000Number of Employees: 42

Fairmont Specialty is part of Crum & Forster group, rated A (Excellent) by AM Best. The Accident & Health division of Fairmont Specialty offers a variety of products including Stop Loss, Organ Transplant, HMO Re, Provider Excess, Limited Medical, K-12, College A&S, Special Risk, Occupational Accident, Inbound/Outbound, Travel and Pet insurance.



HANNOVER LIFE REASSURANCE COMPANY OF AMERICAMiriam KaufmanDirector of Marketing112 Main Street, 2nd Floor East Rockaway, NY 11518 - United StatesPhone: (516) 593-9733Email: [email protected]: www.hlramerica.com

Hannover Life Reassurance Company of America (HLR America) is the North American life and health reinsurance subsidiary of the Hannover Re Group, one of the largest reinsurance groups in the world. HLR America reinsures Group Life, Accident, Medical Stop-loss, Medical Excess, Dental, Prescription Drug and other Specialty Health Products.

HEALTH SYSTEMS INTERNATIONAL Joseph AntonellPresident of Bill Review Division7300 N. Kendall Drive, Suite 505 Miami, FL 33156 - United StatesPhone: (305) 671-5126Email: [email protected]: www.us-hsi.comYear Business Started: 2004Number of Clients: 700Number of Employees: 200


MAIDEN RE Neil LevineVice President6000 Midlantic Drive, Suite 200 South Mt. Laurel, NJ 07040 - United StatesPhone: (856) 359-2412Email: [email protected]: www.maidenre.com

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NAVIGATORS RE Joann DeBlasisPresident, Accident & Health83 Wooster Heights Road Danbury, CT 06810 - United StatesPhone: (203) 546-2851Email: [email protected]: www.navg.comYear Business Started: 2010

Navigators Re is a division of Navigators Management Company and a part of Navigators Group Inc. (rated “A” by AM Best). While this is a new division within Navigators, the management and underwriting team have over 60+ years in A&H insurance and reinsurance. Our focus is on quota share and excess of loss health and ancillary products.





PREMIER HEALTHCARE EXCHANGE, INC. Todd RobertiCEO2 Crossroads Drive Bedminster, NJ 07921 - United StatesPhone: (908) 658-3535Email: [email protected]: www.phx-online.comYear Business Started: 2001Number of Clients: 100+Number of Employees: 75+


PRESIDIO REINSURANCE GROUP Tom Sass, SVPChief Marketing Officer199 Fremont Street San Francisco, CA 94105 - United StatesPhone: (612) 234-4941Email: [email protected]: www.PresidioRe.comYear Business Started: 1994Number of Clients: Leading A&H ReinsurerNumber of Employees: 60+







RFIB GROUP LIMITED Dominic HaggerDirector, Non-Marine20 Gracechurch Street London, England, EC3V 0AF - United KingdomPhone: 011 44 207 621 8202Email: [email protected]: www.rfib.co.ukYear Business Started: 1980Number of Clients: 3,090Number of Employees: 300

RFIB is an international Lloyd’s insurance and reinsurance broker. Its US Casualty and Accident & Health Team has extensive experience in the handling of Personal Accident placements on an individual and group basis, Workers’ Compensation and Healthcare placements including Employers’ Stop Loss, Student Medical, Short Term Medical and Travel Assistance.

RISK & INSURANCE CONSULTING SERVICES, LLCJamie BrownVice President5500 Lilburn-Stone Mountain Road, Suite B Stone Mountain, GA 30087 - United StatesPhone: (770) 923-3133Email: [email protected]: www.rics-reinsurance.comYear Business Started: 1997Number of Employees: 7

Providing innovative solutions in life, accident and health reinsurance. Access to issuing carriers for MGU’s, TPA’s, and captives, along with extensive experience negotiating reinsurance; including unlimited benefits and facultative reinsurance for legitimate groups with critical mass. Our expertise in reinsurance accounting and risk analysis will help optimize your reinsurance programs.


Get access to coverage at rates typically available only to insurance companies. Reinsurance markets can also provide additional capacity and more limits of coverage. Benefits and P&C covers available through Roundstone’s Bermuda reinsurance facility.





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TREAN CORPORATION Kyle PlathSenior Vice President775 Prairie Center Drive, Suite 420 Eden Prairie, MN 55344 - United StatesPhone: (952) 974-2221Email: [email protected]: www.treancorp.comYear Business Started: 1996Number of Clients: 30Number of Employees: 49

Trean Re is one of the top privately-owned reinsurance intermediaries in the country and is recognized for its successful efforts in the design and placement of traditional or ART (Alternative Risk Transfer) structures for, amongst others, TPAs, MGUs, and carriers. Trean focuses on providing solutions to the accident/health and workers compensation industries.

XL REINSURANCE AMERICA, INC. Steve DonnellySenior Vice President-Accident & Health ReinsuranceSeaview House-70 Seaview Avenue Stamford, CT 06902-6040 - United StatesPhone: (203) 964-3899Email: [email protected]: www.xlre.comYear Business Started: 2011Number of Employees: 2

With an experienced A&H staff XL Reinsurance is focused on providing creative solutions to meet the demands of a dynamic Medical Reinsurance marketplace.As change accelerates and risks multiply, XL Re is prepared to be the company the medical market looks to for solutions to its most complex risks.

©2011 Benefi tMall. All rights reserved. Benefi tMall, the circle “b” logo and the corporate logo are registered trademarks of Centerstone Insurance and Financial Services, Inc. California license #063979.

www.benefi tmall.com

Contact us today at

888-248-8952

ASSISTANCE FOR STOP LOSS COVERAGE

At Benefi tMall, we know that some employer groups benefi t most from treating their medical plan as an investment rather than an expense.

Benefi tMall is the nation’s largest wholesaler of insurance products. Our self funded team represents numerous direct writers of medical stop-loss. We pride ourselves on our buying power, services provided, and partnerships with our brokers and carriers.

We can help you succeed by offering you the following services:

• Marketing

• Billing & Premium Collection

• Licensing, Commission & Bonus Programs• Claims Expedition• Compliance Services

Benefi t from our experience as the leader in stop-loss and reinsurance markets.


ASCOT HOSPITALS INTERNATIONAL Dr. Edward WatsonCEOP.O. Box 99-894 NewmarketAuckland, 1149 - New ZealandPhone: +64 9 623 6588Email: [email protected]: www.ascothospitalsinternational.comYear Business Started: 2007Number of Clients: 50Number of Employees: 10

Ascot Hospitals International delivers exceptional health care value, providing world-class medical treatment in New Zealand’s finest private hospitals at a cost significantly less than in other first world countries including the USA, Canada and Western Europe.



BDAE HOLDING GMBH Andreas OpitzGeneral ManagerKuehnehoefe 3 Hamburg, D-22761 - GermanyPhone: +49 40-30687412Email: [email protected]: www.bdae.comYear Business Started: 1996Number of Clients: 8,500Number of Employees: 50

BDAE supports expatriates all over the world by providing information and consultancy about their specific destination, intercultural trainings and international insurance solutions as MGU and claims handler. BDAE is based in Hamburg (GERMANY) and Dubai (United Arab Emirates).



SECTION 15INTERNATIONAL

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CMN, INC. Brad LoderDirector of Marketing150 Commerce Valley Drive, West, 9th Floor Thornhill, ON L3T 7Z3 - CanadaPhone: (800) 310-6970 or (905) 669-4333Email: [email protected]: www.cmn-global.comYear Business Started: 1995Number of Clients: Over 100Number of Employees: 200

Founded in 1995, CMN Inc., a Europ Assistance Company, is an international health management company that assists clients, including insurance companies and government entities, and their insured members to successfully navigate the increasingly complex global healthcare system with economic ease.

We’re a Cost Containment firm; claims TPA; case management firm; and Assistance company all in one – and that gives our clients integrated solutions and a true partner.

COMPANION GLOBAL HEALTHCARE, INC.David BoucherPresident & COOI-20 at Alpine Road, AX-724 Columbia, SC 29219 - United StatesPhone: (803) 264-3256Email: [email protected]: www.CompanionGlobalHealthcare.comYear Business Started: 2007Number of Clients: 250Number of Employees: 55

Companion Global Healthcare, Inc. (CGH) facilitates international medical travel by contracting with select Joint Commission accredited facilities and by providing concierge travel and case management services. CGH assists employers with modifying their benefit plans to create significant savings and assists patients with accessing CGH network facilities for medically necessary surgeries.


HealthClaim Review® (a Considine & Associates company) is a URAC-accredited Independent Review Organization that provides full service Medical Review for healthcare payers worldwide. An international panel of specialist physicians in 125 specialties provides medical necessity opinions, travel health assistance, and hospital bill review. Our clients include global assistance companies, reinsurance and stop loss carriers, and international medical management companies.

EUROP ASSISTANCE HOLDINGS LTD. Patrick LeroyExecutive Vice PresidentSussex House, Perry Mount Road Haywards Heath, West Sussex, RH16 1DN - United KingdomPhone: +44 (0) 1444 444664Email: [email protected]: www.europ-assistance.co.ukYear Business Started: 1973Number of Clients: 300Number of Employees: 400

Europ Assistance Holdings Ltd. was established in 1973 and is part of the worldwide Europ Assistance Group. The company is a leading provider of Health insurance and assistance services in addition to Motor, Home & Family, and Travel assistance solutions

GLOBAL MEDICAL CONEXIONS, INC. Robert RepkePresident140 San Aleso Avenue San Francisco, CA 94127 - United StatesPhone: (415) 333-6942Email: [email protected]: www.globalmedconex.comYear Business Started: 2007Number of Clients: 12Number of Employees: 4

Global Medical Conexions is a US based International Select Provider Organization with provider partners from Thailand to Latin America. We deliver access to quality, cost effective international medical care by designing Global Medical Choices for our clients.




PRESIDIO REINSURANCE GROUP Tom Sass, SVPChief Marketing Officer199 Fremont Street San Francisco, CA 94105 - United StatesPhone: (612) 234-4941Email: [email protected]: www.PresidioRe.comYear Business Started: 1994Number of Clients: Leading A&H ReinsurerNumber of Employees: 60+


QUALITY HEALTH MANAGEMENT, LLC (QHM International TPA)Patricia ZiomekPrincipal15280 NW 79th Court, Suite 100 Miami Lakes, FL 33014 - United StatesPhone: (305) 821-8430Email: [email protected]: www.QHManagement.comYear Business Started: 2000

QHM is a cost containment company offering access to discounts globally. QHM has a proprietary network of physicians and hospitals located around the world. QHM service includes: access to worldwide network of providers, efficient claims service and re-pricing, discounts and negotiations off charges, account management and 24 hour member services.

REACT CONSULTING INTERNATIONAL, INC.Michael KempPresident18 Catharine Rose Road Harwich, MA 02645 - United StatesPhone: (774) 237-0692Email: [email protected]: www.reactconsultingintl.comYear Business Started: 2003Number of Employees: 2

ReAct Consulting provides professional actuarial, underwriting and reinsurance consulting to the life, accident & health insurance and reinsurance industry, both domestically and abroad.



SINGAPORE TOURISM BOARD Michael FiggeManager, Tourism Business, Americas1156 Avenue of the Americas, Suite 702 New York, NY 10036 - United StatesPhone: (212) 302-4861Email: [email protected]: www.stb.gov.sgYear Business Started: 1967Number of Employees: 6 (New York)

STB is a leading economic development agency in tourism, one of Singapore’s key service sectors. Known for partnership, innovation and excellence, STB champions tourism as a key economic driver for Singapore. We aim to differentiate and market Singapore as a must-visit destination offering a concentration of enriching experiences through the “YourSingapore” brand.

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ACS RECOVERY SERVICES, A XEROX COMPANY Stephen PrazuchV.P. Corporate Development and General Counsel1301 Basswood Road Schaumburg, IL 60173 - United StatesPhone: (847) 839-7750Email: [email protected]: www.primaxrecoveries.comYear Business Started: 1987Number of Clients: 60+Number of Employees: 400+

Our cost containment service identifies and recovers health benefit payments for which another party is liable. We offer seamless implementation and transition of existing programs and afford self-funded health plans greater control over the subrogation and reimbursement recovery process. Our experienced recovery and legal staff ensures superior results tied to competitive contingency fee pricing.

ARONBERG GOLDGEHN DAVIS & GARMISAMitchell MelamedPartner330 North Wabash, Suite 1700 Chicago, IL 60611 - United StatesPhone: (312) 755-3162Email: [email protected]: www.agdglaw.comYear Business Started: 1890Number of Clients: 100Number of Employees: 70

Aronberg Goldgehn is the second oldest law firm in Chicago. It specializes in a number of areas, including representation of ERISA self-funded health benefit plans, subrogation and recovery, having done so since 1980.

HEALTHCARE SUBROGATION GROUP, LLCBrian BrumitPresident4 Armstrong Road, 4th Floor Shelton, CT 06484 - United StatesPhone: (203) 312-1750Email: [email protected]: www.hcsg.netYear Business Started: 2002Number of Clients: 160Number of Employees: 50

HCSG prides itself on identifying all paid claims at the treatment level and systemically investigates to ensure that the treatments are indeed for the right person and that the right policy paid and paid appropriately, all without contacting the member. HCSG and Spartan Recoveries never close a case thereby increasing recovery.

INTERNATIONAL SUBROGATION MANAGEMENT, INC.Richard IvesPresident24402 W. Lockport Street, Suite 214 Plainfield, IL 60544 - United StatesPhone: (815) 267-5000Email: [email protected]: http://ism.niis.comYear Business Started: 1991Number of Clients: 60Number of Employees: 18

ISM’s experienced staff is dedicated to recovering medical benefit payments on behalf of the self-funded market; our clients include self-funded groups, TPAs, MGUs, Excess (Stop Loss) Carriers, Managed Care organizations, Reinsurers and Lloyd’s of London Syndicates.

SECTION 16SUBROGATION


LAW OFFICE OF BRYAN B. DAVENPORT, P.C.Bryan DavenportAttorney160 Fairway Lakes Drive Franklin, IN 46131 - United StatesPhone: (317) 738-9540Email: [email protected]



STRATEGIC RECOVERY PARTNERSHIP INC.Robert Marcino, Esq.Principal208 N. Easton Road Willow Grove, PA 19090 - United StatesPhone: (215) 784-1616Email: [email protected]: www.srpsubro.comYear Business Started: 1993Number of Clients: 32Number of Employees: 8

SRP delivers Subrogation, Claim Recovery and Plan Document services to TPA’s and claim payers nationwide. The SRP Plan Doc Builder, a full solution web application, is now available for in-house generation of fully compliant SPD’s. Please contact [email protected] for more information.

THE PHIA GROUP, LLC Adam Russo, Esq.CEO163 Bay State Drive Braintree, MA 02184 - United StatesPhone: (781) 535-5622Email: [email protected]: www.phiagroup.comYear Business Started: 2000Number of Clients: 141Number of Employees: 80

The Phia Group, LLC is an experienced provider of health care cost containment techniques offering comprehensive recovery, documentation and consulting services designed to control health care costs and protect plan assets. The Phia Group’s overall mission is to reduce the cost of plans through its recovery strategies, innovative technologies, legal expertise, and focused, flexible customer service.

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COMPANY NURSE Dennis ChandlerDirector8140 N. Hayden Road, Suite H 110 Scottsdale, AZ 85258 - United StatesPhone: (541) 520-8396Email: [email protected]: www.companynurse.comYear Business Started: 1997Number of Clients: 15,835 locationsNumber of Employees: 28

Company Nurse is a workers’ compensation cost reduction company that uses registered nurses to provide triage and care advice for injured workers. Employers benefit by receiving immediate report of injury as well as 15%+ reduction in claims. Employees benefit by having immediate access to medical professionals.

CPR RISK MANAGEMENT, INC. Mary PozueloCEO270 1st Avenue South, Suite 100 St. Petersburg, FL 33701 - United StatesPhone: (877) 810-9939Email: [email protected]: www.cpr-rm.comYear Business Started: 2010Number of Clients: 25Number of Employees: 12

CPR provides a fully integrated claim management solution. Our Services include, utilization, case & disease management; claim reviews; 50%/trigger reviews; medical projections; underwriting; & hospital bill audits. Services can be provided as back-up or primary. We understand risk & insurance, & review cases from a business & medical perspective.

SECTION 17LOSS PREVENTION

CONTROL SERVICES




ETHICARE ADVISORS, INC. Mark Hartmann, Jr. MScPartner350 Clark Drive, Suite 104 Budd Lake, NJ 07828 - United StatesPhone: (888) 838-4422Email: [email protected]: www.ethicareadvisors.comYear Business Started: 2002Number of Clients: 150Number of Employees: 14

EthiCare Advisors, Inc. provides medical claim settlement services to the self-insured industry. Our services include: dialysis, cancer and FactorSolutions cost management programs, pharmaceutical reviews and sourcing, claim reviews, as well as in-network and out-of-network negotiated settlements. Our fees are among the lowest in the industry.



PMA MANAGEMENT CORP./PMA MANAGEMENT CORP. OF NEW ENGLANDMichael MacAulayVP Sales380 Sentry Parkway Blue Bell, PA 19422 - United StatesPhone: (856) 727-3157Email: [email protected]: www.pmacompanies.comYear Business Started: 1991Number of Clients: 300Number of Employees: 300+

PMA is a top provider of TPA and Risk Services in the US. With client retention averaging 98% and a 96% customer satisfaction rating, PMA delivers tangible value every day, striving to exceed our clients’ expectations and maximize their financial results. We provide complete third-party claims and risk management services.



SPECIALTY CARE MANAGEMENT, LLC Robert Clemente, FACHEPresident & CEO991 Route 22 W., Suite 200 Bridgewater, NJ 08879 - United StatesPhone: (908) 229-1876Email: [email protected]: www.specialtycm.comYear Business Started: 2006Number of Clients: 100Number of Employees: 15

Experts in catastrophic care management and related costs, SCM is a privately-owned, national company specializing in healthcare management and the associated financial risk of catastrophic diagnoses, including: renal disease, cancer, transplants, high risk maternity, neonates, and others. Our innovative products and services manage high cost, high risk healthcare claims.

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THE ASSIST GROUP Larry GrayChief Executive Officer300 Union Boulevard, Suite 515 Lakewood, CO 80228 - United StatesPhone: (720) 381-4494Email: [email protected]: www.assistgroup.comYear Business Started: 1999Number of Clients: 200+Number of Employees: 50

Founded in 1999, The Assist Group serves health care providers, insurers, reinsurers, third party administrators, and managing group underwriters in the review of catastrophic medical claims. The company is a national leader in the delivery of a comprehensive approach of claims review utilizing physicians, nurses, pharmacists, attorneys and coding experts. This professional team thoroughly evaluates each claim, identifies appropriate savings, and recommends a strategy for claim resolution. For more information, please go to www.assistgroup.com.

WORKSTEPS, INC. Stacy Clark 3019 Alvin Devane Boulevard, Suite 150 Austin, TX 78741 - United StatesPhone: (512) 617-4100Email: [email protected]: www.worksteps.comYear Business Started: 1986Number of Clients: 3,000Number of Employees: 13

The WorkSTEPS employment testing program is a medically safe, legally compliant, and objective way to match a worker’s functional capabilities with the essential functions of a particular job. WorkSTEPS was created in response to an industry need for injury management and prevention programming, effectively reducing workplace injury and costs.


CAPTIVE INSURANCE COUNCIL OF THEDISTRICT OF COLUMBIA, INC. (CIC- DC)1250 H Street, NW, 9th Floor Washington, DC 20005 - United StatesPhone: (202) 463-8163Email: [email protected]: www.dccaptives.org

The Captive Insurance Council of the District of Columbia, Inc. (CIC-DC) was formed in November, 2001 and represents the corporate and association community interested in operating captive insurance companies in the District of Columbia, one of America’s newest domiciles for captives. CIC-DC was formed to advance the District of Columbia’s presence in the captive marketplace, especially as it relates to professional and industry trade associations by educating the public about the role of captives through educational programs and conferences. CIC-DC provides a forum to review legislation, regulations and other government action which affects the interests of its members.

CLAIM SERVICE GUIDE/ INSURANCE BAR DIRECTORYAlan PerkoPublisher25000 Center Ridge Road Cleveland, OH 44145 - United StatesPhone: (866) 533-0400Email: [email protected]: www.barlist.comYear Business Started: 1889Number of Clients: 10,000Number of Employees: 20

Since 1889 insurance professionals have preferred using “The Green Books”, CLAIM SERVICE GUIDE, INSURANCE BAR and INSURANCE AGENT HANDBOOKS to locate and retain, adjusters, attorneys, independent insurance agents and insurance industry service providers worldwide. Please visit www.barlist.com or call 1-866-533-0400 for book orders and listing qualifications.

DKI PUBLIC RELATIONS David KirbyPresident17 West Lee Street Baltimore, MD 21201 - United StatesPhone: (410) 539-6888Email: [email protected] Business Started: 1986Number of Clients: 50+ in totalNumber of Employees: 2

DKI provides strategic communications planning, media relations, and creative services for corporations and trade associations. David Kirby has been on assignment for SIIA since 2002.



MONTANA CAPTIVE INSURANCE ASSOCIATION, INC. (MCIA)1302 24th Street West, #303 Billings, MT 59102-3861 - United StatesPhone: (866) 388-6242Email: [email protected]: www.mtcaptives.org

The Montana Captive Insurance Association, Inc. (MCIA) is the only trade association solely dedicated to promoting a vibrant captive industry in the state of Montana. The association furthers the interests of its members by keeping them up to date on the latest industry impacting news and regulation, producing educational conferences and seminars, and offering unparalleled networking opportunities.

SECTION 18PUBLICATIONSRESOURCES

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NATIONAL ASSOCIATION OF SUBROGATION PROFESSIONALS (NASP)Leslie WiernikExecutive Director3 Robinson Plaza, Suite 130, 6600 Steubenville Pike Pittsburgh, PA 15205 - United StatesPhone: (800) 574-9961Email: [email protected]: www.subrogation.orgYear Business Started: 1998Number of Clients: 2,500Number of Employees: 6

The National Association of Subrogation Professionals (NASP) is the world’s largest insurance subrogation association and leader in subrogation education. NASP’s mission is to enhance the stature and effectiveness of subrogation and recovery professionals through education, training and the exchange of information.

NEWKIRK PRODUCTS, INC. Linda McDonaldSales15 Corporate Circle Albany, NY 12203 - United StatesPhone: (518) 862-3323Email: [email protected]: www.newkirk.com


TENNESSEE CAPTIVE INSURANCE ASSOCIATION, INC. (TCIA)700 Two American Center, 3102 West End Avenue Nashville, TN 37203 - United StatesPhone: (888) 668-3188Email: [email protected]: www.tncaptives.orgYear Business Started: 2011 The Tennessee Captive Insurance Association, Inc. (TCIA) is a not-for-profit trade association focused on building a successful captive insurance domicile in Tennessee. Consistent with this objective, TCIA invites captive insurance industry professionals to join the association so they can be part of this exciting initiative while receiving valuable membership benefits. If you intend to do captive insurance business in Tennessee, then TCIA membership is a must.

TRILOGY CONSULTING GROUP, INC. Kathy Martin-SmithVice President2021 Midwest Road, Suite 200 Oak Brook, IL 60523 - United StatesPhone: (630) 953-6278Email: [email protected]: www.trilogy-consulting.comYear Business Started: 1995Number of Employees: 5

Trilogy is a focused consulting practice specializing in the performance of claims administration audits on behalf of self-funded employers, Taft Hartley plans, MGUs and excess loss carriers. Trilogy also publishes a 2,500 page claims administration manual - The Trilogy Claims Administration Handbook - the most comprehensive claim administration guideline available in the industry!


A

AAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

AccessOnTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78

ACS Benefit Services, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

ACS Recovery Services, A Xerox Company . . . . . . . . . . . . . . . . . . .95

Active Captive Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

Advanced Risk Managers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78

Aegis Administrative Services, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,86

AFA Claim Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Affordable Benefit Administrators, Inc.. . . . . . . . . . . . . . . . . . . . 5,53,61

Alicare Medical Managament

(an affiliate of Amalgamated Life Insurance) . . . . . . . . . . . . . . . . . . . .61

Alicare, Inc. (affiliate of Amalgamated Life Insurance) . . . . . . . . . . . . .5

Allegiance Benefit Plan Management, Inc. . . . . . . . . . . . . . . . . . . . . . . .6

Alta Holdings, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

Alternative Risk Services, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Alternative Service Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

AmeriBen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

American CareSource Holdings, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . .40

American Fidelity Assurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

American Health Holding, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

American Healthcare Recoveries . . . . . . . . . . . . . . . . . . . . . . . . . . 61,73

AmeriHealth Administrators, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,78

Aon Benfield . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

Aon eSolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Apex Benefits Services, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Aquarius Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Arbor Benefit Group, L.P.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Aronberg Goldgehn Davis & Garmisa. . . . . . . . . . . . . . . . . . . . . . 67,95

Ascot Hospitals International . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

ASG Risk Management, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

AuclairRe International, Inc.. . . . . . . . . . . . . . . . . . . . . . . .53,73,82,86,92

Aurora Consultants LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67,82

Avizent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

AvMed Health Plans. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

AWAC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47,62,69

AXIS Global Accident & Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

B

Bardon Insurance Group, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

BDAE Holding GMBH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Beacon Risk Strategies, an AmWINS Group Benefits Company. . .25

Benefit & Risk Management Services, Inc. . . . . . . . . . . . . . . . . . . . . . . .6

Benefit Administrative Systems, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Benefit Dynamics, Co. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Benefit Informatics, Inc. - A Benefitfocus Company. . . . . . . . . . . . . .47

BenefitMall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26,87

Berkley Accident & Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26,87

BEST Re . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Bickmore Risk Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69,73,97

Blue Cross Blue Shield of FL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Blue Cross Blue Shield of MA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Brentwood Reinsurance Intermediaries, Inc.. . . . . . . . . . . . . . . . . 26,87

Brentwood Services Administrators, Inc. . . . . . . . . . . . . . . . . . . . . . . .20

Broadspire . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Buckingham Insurance Services Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Burr & Forman LLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

Butler Benefit Service, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

C

CalCPA Group Insurance Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26,40

Canyon RE, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Captive Insurance Council

of the District of Columbia, Inc. (CIC-DC) . . . . . . . . . . . . . . . . . . . 100

INDEX

888.394.5688 | THE Directory 2012 103

CapVisor Associates, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

CareHere, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Casualty Actuarial Consultants, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

Celtic Insurance Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

CenCorp Health Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,54

Cevian Intermediaries, LLC. . . . . . . . . . . . . . . . . . . . . . . .27,54,87,92,97

change:healthcare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Chartis Accident & Health Corporate Benefits . . . . . . . . . . . . . . 27,83

ChiroMetrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40,62

CHSI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Chubb Accident & Health. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27,28

Claim Service Guide/Insurance Bar Directory . . . . . . . . . . . . . . . . 100

CMN Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93

CNIC Health Solutions, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Coalition America, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Coastal TPA, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Colorado Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Commercial Group Intermediaries, Inc. . . . . . . . . . . . . . . . . . . . . . . . .54

Companion Global Healthcare, Inc. . . . . . . . . . . . . . . . . . . . . . . . . 41,93

Company Nurse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97

Complete Health Systems, LC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Conner Ash, P.C. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

Considine & Associates (HealthClaim Review®) . . . 8,21,28,63,87,93

Consociate, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,54

CoreSource, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

CPR Risk Management, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63,97

Custom Design Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,78

CVS Caremark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

D

D. H. Evans Associates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

D.W. Van Dyke & Co., Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . .9,28,54,87

DAKOTACARE Administrative Services, Inc. (DAS) . . . . . . . . . . . . . .9

DCC, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,28,54,79,88,98

Devon Health Services, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

DKI Public Relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Dobson and Associates, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

E

East Coast Underwriters, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Ebix Health. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9,21,48,63

EBSRMSCO, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Elite Underwriting Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

eMindful . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Employee Plans, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Employer Direct Healthcare (EDHC) . . . . . . . . . . . . . . . . . . . . . . . . .41

Envision Pharmaceutical Services Inc. . . . . . . . . . . . . . . . . . . . . . . . . . .41

EthiCare Advisors, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98

Europ Assistance Holdings Ltd. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93

Excess Reinsurance Underwriters. . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Excess Risk Reinsurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

F

FAIR Health, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Fairmont Specialty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29,79,88

Fallon Community Health Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80

Fidelity Security Life Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Firley, Moran, Freer & Eassa, P.C.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

First Health. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

First Niagara Benefits Consulting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Fringe Benefit Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

G

Garner Consulting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

gBehavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48,80

Genelco Software Solutions / IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Gilsbar, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Gitter & Associates, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Global Captive Management Ltd. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Global Excel Management, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42,63

Global Medical Conexions, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42,93

Golden Triangle Specialty Network, LLC . . . . . . . . . . . . . . . . . . . . . . .43

GPW. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70,74,83,88

GreenWood Int’l. Insurance Svcs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Group & Pension Administrators, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . .10

Group Administrators, Ltd. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Group Marketing Services, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10


Group Resources, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

GTESS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Guy Carpenter & Company, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

H

H.H.C. Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

HAA Preferred Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Hannover Life Reassurance Company of America . . . . . . . . . . . 70,88

HCC Life Insurance Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Health Plans, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Health Portal Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Health Reinsurance Mgmt. Partnership . . . . . . . . . . . . . . . . . . . . . . . .11

Health Systems International . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,21,88

HealthCare Alternatives, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

Healthcare Management Administrators, Inc. (HMA). . . . . . . . . . . .11

HealthCare Subrogation Group, LLC. . . . . . . . . . . . . . . . . . . . . . . 21,95

HealthHelp, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

HealthNow Administrative Services. . . . . . . . . . . . . . . . . . . . . . . . . . .12

HealthTrans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,64

Healthx, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Heffernan Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56,83

HFN Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Hines & Associates, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

Hi-Tech Health, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,30,49,56

HM Insurance Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,31

Humana, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

I

IHC Risk Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

IIS/Int’l. Insurance Agency Svcs. LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . .31

IMEDECS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

INDECS Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

INETICO, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

ING Employee Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

InHouse Physicians . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Insur I.Q. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49,80

Insurance Administrative Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Integrated Care Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56,64

Integrated Health Plan, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Interactive Health Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80

Interactive Medical Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Interface EAP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Intermediary Insurance Services, Inc. (IISI) . . . . . . . . . . . . . . . . . . . . . .32

International Assurance of TN, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

International Medical Group-Stop Loss, Inc. . . . . . . . . . . . . . . . . . . . .32

International Risk Consultants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

International Subrogation Management, Inc. . . . . . . . . . . . . . . . . . . . .95

InVision Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56

IOA Re, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

ITA Partners | eviti . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

J

J.P. Farley Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,65

JFP Benefit Management, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Judy Diamond Associates . . . . . . . . . . . . . . . . . . . . . . . .13,50,56,70,100

K

Key Benefit Administrators, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Kinder & Associates, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56

King & Croft LLP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

Kroger Prescription Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

L

Law Office of Bryan B. Davenport, P.C. . . . . . . . . . . . . . . . . . . . . . . . .96

Law Offices of Steven T. Polino, PLLC. . . . . . . . . . . . . . . . . . . . . . . . . .68

Lawley Benefits Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Leech Tishman Fuscaldo & Lampl, LLC . . . . . . . . . . . . . . . . . . . . . . . .68

Legacy Enterprises Benefits Consulting, Inc.. . . . . . . . . . . . . . . . . . . . .57

LifeTrac Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

LifeWise Assurance Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

M

MagnaCare. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,33,44

Maiden Re . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Marble Arch Services, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

Mark Haarer Consulting, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

Marsh Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

McDermott Will & Emery LLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

888.394.5688 | THE Directory 2012 105

MCM Solutions for Better Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

M-D Underwriting Services, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

MDI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Med-Cert, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Medical Review Institute of America . . . . . . . . . . . . . . . . . . . . . . . . . .65

Medical Risk Managers, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

MESVision®. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Midlands Management Corporation . . . . . . . . . . . . . . . . . . . . . . . . . .38

Milliman, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

Montana Captive Insurance Association, Inc. (MCIA) . . . . . . . . . 100

Montgomery Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Mountain States Administrative Services . . . . . . . . . . . . . . . . . . . . . . .14

MultiPlan, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

Munich Re . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Mutual Assurance Administrators, Inc. . . . . . . . . . . . 14,22,66,80,96,98

myMatrixx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

N

National Association of Subrogation Professionals (NASP). . . . . 101

National Bill Audit Services, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

National CooperativeRx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

National Underwriting Services, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Nationwide Specialty Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Navigators Re . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

NCN, A MultiPlan Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Newkirk Products, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,50,101

North America Administrators, L.P.. . . . . . . . . . . . . . . . . . . . . . . . . . . .14

North American Risk Services, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Northshore International Insurance Services, Inc. . . . . . . . . . 22,57,75

NorthWind, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Nova Healthcare Administrators, Inc.,

an Independent Health Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

O

Olympus Managed Health Care . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

One Hundred Years, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34,89,94

OptumHealth . . . . . . . . . . . . . . . . . . . . . 15,22,34,38,44,57,66,70,81,89

P

Pancoast Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58

Paradigm Management Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

Pareto Captive Services, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

Partners Rx Management, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Pequot Health Care . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Phyhealth Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

Planned Administrators, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

PMA Management Corp./

PMA Management Corp. of New England . . . . . . . . . . . . . . . . . . 22,98

Preferred Medical Claim Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

PreferredOne . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Premier Healthcare Exchange, Inc. . . . . . . . . . . . . . . . . .16,34,44,58,89

Presidio Reinsurance Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . 34,89,94

Prime Health Services, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

Pro Group Management, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Professional Reinsurance Marketing Services, Inc. . . . . . . . . . . . . . . .58

PTRX, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Q

QualCare, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Quality Health Management, LLC

(QHM International TPA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,94

R

ReAct Consulting International, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . 75,94

RedCard Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Regence Group Administrators, Inc. (RGA) . . . . . . . . . . . . . . . . . . . .16

RE-SOLUTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58,89,94

ReSource Intermediaries, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . 58,84,90

ResourceOne Administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Restat. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

RFIB Group Limited . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58,90

Risk & Insurance Consulting Services, LLC . . . . . . . . . . . . . . . . . . 35,90

Risk Solution Resources, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17,35

RMTS, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Roundstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35,38,84,90

RxReins, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35


S

Safety National . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38,90,98

Saslow Lufkin & Buggy, LLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

Satori World Medical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

SB Howard & Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17,23

Script Care, Ltd.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Sedgwick Claims Management Services, Inc.. . . . . . . . . . . . . . . . . 17,23

Seeley, Savidge, Ebert & Gourash Co., LPA . . . . . . . . . . . . . . . . . . . . .68

Seiger Gfeller Laurie LLP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

Select Surgical Solutions, S3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

Self Insured Plans, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Self Insured Solutions, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

SIGMA Actuarial Consulting Group, Inc. . . . . . . . . . . . . . . . . . . . . . . .75

SIHO Insurance Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Singapore Tourism Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94

Specialty Care Management LLC . . . . . . . . . . . . . . . . . . . . . . . 45,66,98

Spectrum Administrators, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,23

Spectrum Underwriting Mgrs., Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Star Line Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Sterling Self Insurance Administration

(subsidiary of Sterling Health Services Administration) . . . . . . . . . .18

Stone Carlie & Company, L.L.C.. . . . . . . . . . . . . . . . . . . . . . . . . . . . 72,76

Stop Loss Insurance Brokers, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Stop Loss Insurance Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Strategic Recovery Partnership Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . .96

Strategic Underwriting Solutions, LLC . . . . . . . . . . . . . . . . . . . . . . . . .36

Summit Administration Services, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . .18

Sun Life Financial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Symetra Life Insurance Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

T

TC3 Health, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45,50,76,99

Tennessee Captive Insurance Association, Inc. (TCIA) . . . . . . . . . 101

The Alliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

The Assist Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99

The Bailey Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60,72

The Benecon Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,60,76

The Crowne Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

The Phia Group, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60,96

The Stewart Law Firm. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

The Taft Companies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

The TriZetto Group, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Towers Watson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51,60,76,90

TPAC Underwriters, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36,81

Trean Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36,91

Tribeca Strategic Advisors, Artex Risk Solutions, Inc.. . . . . . . . . . . . .85

Trilogy Consulting Group, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . .76,101

TRISTAR Insurance Group/TRISTAR Benefit Admtrs. . . . . . . . . . . .23

Trustmark Insurance Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

TSYS Healthcare. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

U

ULLICO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Unified Group Services, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

United Claim Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45,51

USBenefits Insurance Services, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . .37

USI Insurance Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

V

Vermont Managed Care . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Virginia Health Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,23

W

WellDyneRx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Wells Capital Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

Wilmington Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85

Windsor Strategy Partners, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

WorkSTEPS, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46,99

X

Xchange Benefits, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

XL Reinsurance America, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Y

Young Consulting, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Z

Zurich American Insurance Company . . . . . . . . . . . . . . . . . . . . . . . . .37

Documents

SECTION I 5 - docshare01.docshare.tipsdocshare01.docshare.tips/files/18352/183526047.pdf · provides high-quality third-party administration of employee benefit plans for more than