About Us - Bim Group

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 over 30 dedicated professionals working to meet the needs of 650+ 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 – the fifth largest firm based on global benefits revenue 1.

UBA partner qualification requires strict adherence to the highest standards of business ethics, professionalism and integrity – values that translate into exceptional service for employers. 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. Through this partnership, Bim Group offers the Best of Both Worlds – the confidence of working with a large national organization, while maintaining the personal experience of consulting with an independent advisor.

1 Source: Business Insurance: Calendar year 2016 figures released July 2017. Based on the percentage of global benefits revenues reported.

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.

Executive Leadership Team

Dustin Stacy
Dustin Stacy
President / Sr. Benefit Consultant
Bio
L. Briggs Cochran
L. Briggs Cochran
Founder / CEO
Bio
Heather Taylor
Heather Taylor
Director, Client Experience
Bio
Madelyn DiMauro
Madelyn DiMauro
Operations Manager
Kristin Tatem
Kristin Tatem
Finance Director

Benefit Advisors

Jeff Truitt
Jeff Truitt
Sr. Benefit Consultant
Bio
Benji Marrs
Benji Marrs
Sr. Benefit Consultant
Bio
Evan Ball
Evan Ball
Benefit Advisor
Bio
Kyle Roe
Kyle Roe
Benefit Advisor
Bio
Bill Barton
Bill Barton
Benefit Advisor
Ryan Jones
Ryan Jones
Benefit Advisor

Account Services

Kylene Oepping
Kylene Oepping
Account Executive/Sales Enablement Manager
Tracy Whipple
Tracy Whipple
Account Executive
Jennie Hurst
Jennie Hurst
Account Manager
Lea Harper
Lea Harper
Account Manager
Clay Snowden
Clay Snowden
Account Manager
Karen Day
Karen Day
Account Manager
Leesa Hayes
Leesa Hayes
Senior Account Manager
Lindsey Bohon
Lindsey Bohon
Account Executive / Manager, Account Services
Penney Potts
Penney Potts
Account Executive/Manager, SGU Account Services
Bonnie Cupps
Bonnie Cupps
Account Manager
Leia Eldreth
Leia Eldreth
Account Manager
Jeri Payne
Jeri Payne
Account Manager
Kyle Stacy
Kyle Stacy
Account Executive
Ashley Wright
Ashley Wright
Account Manager
Rachel Watts
Rachel Watts
Account Specialist
Caroline Cunanan
Caroline Cunanan
Account Specialist

Client Services

Morgan Tiemann
Morgan Tiemann
Client Communications & Health Improvement Strategies
Sarah Sullivan
Sarah Sullivan
Administrative Coordinator
April Satterly
April Satterly
Client Service Concierge

Underwriting & Data Analytics

Jake Gregory
Jake Gregory
Manager, Underwriting and Data Analytics
Evan Brown
Evan Brown
Financial Analyst
Kristina Durbin
Kristina Durbin
Data Analyst
Joanne Po
Joanne Po
Data Analyst
Micheál Devlin
Micheál Devlin
Financial Analyst

Marketing & Communications

Elyse Bandy
Elyse Bandy
Manager, Marketing Strategies

Recent Insights

August 10, 2026
News

SBC vs. SPD: Understanding Two Required Health Plan Disclosures

READ TIME: 5 MINUTES Employers sponsoring ERISA-covered group health plans are responsible for providing several required participant disclosures. Two of the most important—and most often confused—are the Summary of Benefits and Coverage (SBC) and the Summary Plan Description (SPD). Although both documents help employees understand their health coverage, they serve different purposes and are required […]
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July 23, 2026
News

Employee Financial Wellbeing as a Retention Strategy

For years, employee financial wellbeing meant helping workers prepare for retirement. Today, that definition is expanding. Employees are navigating higher living costs, student loan debt, rising healthcare expenses, and economic uncertainty while trying to save for both short- and long-term goals. As financial stress follows employees into the workplace, employers recognize that financial wellbeing is […]
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July 23, 2026
News

Understanding the Medical Loss Ratio

READ TIME: 7 MINUTES When employers purchase fully insured health coverage, they expect premium dollars to be used primarily for employee health care, not excessive administrative costs or insurer profits. One of the Affordable Care Act’s (ACA) lesser-known consumer protection provisions helps ensure that happens through the Medical Loss Ratio (MLR) requirements. The ACA established a nationwide […]
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June 11, 2026
News

PCORI Fees Due July 31

Each year, certain employers sponsoring self-insured health plans must calculate, report, and pay the PCORI fee to the Internal Revenue Service (IRS). For policy or plan years that ended in 2025, the next filing deadline is July 31, 2026. What Is the PCORI Fee? The PCORI fee was created by the Affordable Care Act (ACA) […]
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