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

L. Briggs Cochran
L. Briggs Cochran
CEO
Bio
Dustin Stacy
Dustin Stacy
President / Sr. Benefit Consultant
Bio
Heather Taylor
Heather Taylor
Sr. Director of Operations
Bio

Benefit Advisors

Jeff Truitt
Jeff Truitt
Sr. Benefit Consultant
Bio
Benji Marrs
Benji Marrs
Sr. Benefit Strategist
Bio
Jamey Bennett
Jamey Bennett
Sr. Benefit Advisor
Bio
Evan Ball
Evan Ball
Benefit Advisor
Bio
Karen Day
Karen Day
Benefit Consultant
Bio
Griffin Miller
Griffin Miller
Benefit Advisor
Bio

Account Services

Kylene Oepping
Kylene Oepping
Manager of Account Services / Account Executive
Tracy Whipple
Tracy Whipple
Account Executive
Katie Casey
Katie Casey
Account Executive
Jeannie Metcalf
Jeannie Metcalf
Account Executive
Leesa Hayes
Leesa Hayes
Sr. Account Manager
Kathy Patchel
Kathy Patchel
Account Manager
Lindsey Bohon
Lindsey Bohon
Sr. Account Manager
Bonnie Cupps
Bonnie Cupps
Account Coordinator
Jeri Payne
Jeri Payne
Account Coordinator
Kyle Stacy
Kyle Stacy
Account Executive
Ashley Wright
Ashley Wright
Account Coordinator
Brittany Johnson
Brittany Johnson
Account Manager

Client Services

Ashley McCollum
Ashley McCollum
Client Service Specialist
Jan LaBonde
Jan LaBonde
Client Service Specialist
Rose Taylor
Rose Taylor
Client Service Concierge
Teresa Lainhart
Teresa Lainhart
Client Service Concierge

Underwriting & Data Analytics

Matt Clifford
Matt Clifford
Manager of Underwriting & Data Analytics
Bio
Jake Gregory
Jake Gregory
Sr. Analyst, Underwriting and Data Analytics
Evan Brown
Evan Brown
Financial Analyst
Kristina Durbin
Kristina Durbin
Data Analyst

Marketing & Communications

Elyse Bandy
Elyse Bandy
Manager of Marketing & Communications
Tyler Ochs
Tyler Ochs
Graphic Designer / Technology

Recent Insights

February 26, 2024
Compliance Alert, HHS

HHS Releases Updated Drug Data Collection Reporting Instructions in Advance of June 1, 2024, Deadline

Under Section 204 of the Consolidated Appropriations Act, 2021 (CAA), referred to as “The No Surprises Act” (NSA), all employer-sponsored health plans must satisfy certain transparency requirements by reporting annual prescription drug and health care spending data (often referred to as the Prescription Drug Data Collection (RxDC) report). The RxDC report is not only about […]
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February 26, 2024
Compliance Alert

January 2024 Compliance Recap

READ TIME: 7 MINUTES January was a relatively quiet month on the employee benefits compliance front. The Wage and Hour Division of the Department of Labor (DOL) introduced a new rule laying out the guidelines employers can follow to determine how to classify workers. The DOL also released Part 64 of its FAQs about Affordable […]
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January 31, 2024
News

2024 Employer-Sponsored Group Health Plans Compliance Calendar

Employers and HR departments are faced with many reporting and notification requirements for their employer-sponsored group health plans. Information must be provided to plan participants and applicable government agencies on time to ensure compliance with various federal laws. This compliance calendar outlines the requirements and due dates for: Form W-2 Form 5500 Forms 1094-B and […]
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January 11, 2024
News

The Play-or-Pay Penalty and Counting Employees under the ACA

Since 2015, the Affordable Care Act (ACA) has required applicable large employers (ALEs) to offer their full-time employees health coverage or pay one of two shared responsibility penalties (ESRP or “play-or-pay”). An employer is an ALE if it employs 50 or more full-time or full-time equivalent employees. Final IRS regulations provide guidance to help employers […]
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