Case Studies How The IA Team Can Work For You!

Case Study #1: Medical Service Facility

  • Employees with age ranges from 20’s to 60’s
  • Health insurance price ranges from $250 - $700+ per month
  • Employer match of $300 per month maximum
  • IA Recommendations included: Reviewing affordability of plan and looking at Marketplace options
  • General Results: Better plan and cost options for employees, plus lower costs for the employer
  • Bottom Line Results: $1000 of savings per employee per year

Case Study #2: Local Bank

  • Employees with age ranges from 25 to 60
  • Plan designs that ran over $900/month for an individual plus spouse
  • IA Recommendations included: Reviewing group coverage, looking at Marketplace options, and off-exchange plans
  • General Results: Better options for employees with lower costs for employees than a group plan, employer still pays some costs for employees
  • Bottom Line Results: Over $1750 of savings per employee per year on average

Case Study #3: Law Firm

  • Employees ranging in age from 40’s to 60’s
  • Only one plan design to choose from, with average cost over $600 per month per employee
  • IA Recommendations included: Reviewing PEO options and looking at different group plans
  • General Results: Provided better plan design options than they previously had (via large group plan), and reduced administrative costs and tasks
  • Bottom Line Results: Offered them savings of $3,000 per employee per year