Your Employee Benefit Partner

Bim Group started small—with one employee in 1979. Today, we have grown organically into a recognized industry leader with a team of 30 dedicated professionals working to meet the needs of 450+ employer clients who employ over 70,000 employees. Our clients embody a range of industries including manufacturing, health care, coal, equine, construction, legal, education and retail.

The Bim Group experience is more than a service, it’s a partnership.

Our Relationship with UBA

We are a proud “Partner Firm” of United Benefit Advisors (UBA) – a community of more than 140 of the most successful and trusted independent employee benefits advisory firms in North America and Europe. UBA partner qualification requires strict adherence to the highest standards of business ethics, professionalism and integrity – values that translate into exceptional service for employers.

UBA partners share their collective innovation and best practices, which allows for the development of sophisticated, cost-effective solutions that are unparalleled by any local, regional or national broker/consultant.

More importantly, we continue to offer the personal service of an independent advisor.

Our Culture

Bim Group professionals maintain a relentless work ethic to serve our clients with innovative advice, strategic direction, and counsel. Our team members challenge one another in a creative and collaborative process to deliver a unique client experience that is designed to exceed expectations. We are a perennial “Best Places to Work” award winner, making us the employer of choice in the employee benefits industry. This designation is an honor because it is bestowed on Bim Group by our own employees.

We hold ourselves to the ideals we make possible for clients. Bim Group strives to better places of work – while being a better place to work.

Briggs Cochran
Briggs Cochran
President & CEO
Bio
Heather Taylor
Heather Taylor
Director of Employee Benefit Services
Bio
Dustin Stacy
Dustin Stacy
Sr. Benefit Consultant
Bio
Jeff Truitt
Jeff Truitt
Sr. Benefit Consultant
Bio
Benji Marrs
Benji Marrs
Sr. Benefit Strategist
Bio
Evan Ball
Evan Ball
Benefit Advisor
Bio
Steve Wilson
Steve Wilson
Business Development Consultant
Bio
Greg Engle
Greg Engle
Benefit Advisor
Bio
Grace Shlonsky
Grace Shlonsky
Marketing Coordinator
Deanna Johnson
Deanna Johnson
Director of Compliance
Ellie Burnside
Ellie Burnside
Account Executive
Kylene Oepping
Kylene Oepping
Account Executive
Tracy Whipple
Tracy Whipple
Account Executive
Jeannie Metcalf
Jeannie Metcalf
Account Executive
Rose Taylor
Rose Taylor
Client Service Specialist
Tonya Smith
Tonya Smith
Account Manager
Betty Daniel
Betty Daniel
Account Manager / Team Lead
Melena Robinson
Melena Robinson
Account Manager
Kathy Patchel
Kathy Patchel
Account Manager
Teresa Lainhart
Teresa Lainhart
Client Service Specialist
Bonnie Cupps
Bonnie Cupps
Account Coordinator
Lindsey Bohon
Lindsey Bohon
Account Coordinator
Jan LaBonde
Jan LaBonde
Client Service Manager
Kyle Stacy
Kyle Stacy
Client Service Manager / Team Lead
Valerie Smorol
Valerie Smorol
Client Service Manager
Kurt Kittinger
Kurt Kittinger
Graphic Designer / Technology
Matt Clifford
Matt Clifford
Underwriter / Lead Financial Analyst
Jake Gregory
Jake Gregory
Financial Analyst
Carol Brewer
Carol Brewer
Executive Assistant

Recent Insights

April 4, 2018
News

March 2018 Compliance Recap

March 2018 March was a quiet month in the employee benefits world. The Internal Revenue Service (IRS) released a bulletin that lowered the family contribution limit for health savings account (HSA) contributions. The U.S. Department of Labor (DOL) updated its model Premium Assistance Under Medicaid and the Children’s Health Insurance Program notice (CHIP notice). The […]
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March 19, 2018
News

2018 Annual Benefit Plan Amounts *Updated

If you would like a printable version of this guide, please email info@bimgroup.us and we will gladly forward one to you.   Contribution & Benefit Limits 2017 Limit 2018 Limit Section 401(k), 403(b), or 457(b) annual deferral $18,000 $18,500 SIMPLE plan annual deferral $12,500 $12,500 Section 415 maximums Annual benefit from defined benefit plan $215,000 $220,000 Annual additions to […]
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March 8, 2018
News

Kentucky’s Best Bet Winners Announced!

LEXINGTON, Ky. (March 8, 2018) — Business growth throughout Kentucky is critical to the continued expansion of the state’s economy and vital to job creation throughout the commonwealth. In conjunction with The Lane Report, Dean Dorton is proud to recognize the distinct and esteemed companies that are impacting Kentucky’s economic development through Best Bets 2017! The Best Bets […]
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March 7, 2018
News

February Compliance Recap

February 2018 February was a quiet month in the employee benefits world. The Internal Revenue Service (IRS) updated its Questions and Answers about Information Reporting by Employers on Form 1094-C and Form 1095-C, its Questions and Answers on Information Reporting by Health Coverage Providers, and its Questions and Answers on Employer Shared Responsibility Provisions Under […]
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