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

May 20, 2024
Webinar

Webinar: Mastering COBRA Every Day and in M&A

Tuesday, June 11, 2024 1 – 2PM CST Register Now Registration Code:UBA410EW   Attend this month’s webinar to learn how to administer COBRA effectively. Gain insights into: The determining factors for employer and employee COBRA eligibility The interaction between COBRA and leaves of absence Health plans and tax-favored accounts that can be used with COBRA […]
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May 20, 2024
News

HHS Finalizes Section 1557 Nondiscrimination Regulations under the Affordable Care Act

READ TIME: 7 MINUTES The Office of Civil Rights (OCR) at the U.S. Department of Health and Human Services (HHS) together with the Centers for Medicare and Medicaid Services (CMS) released regulations under Section 1557 of the Affordable Care Act (the “Final Rule”) on April 26, 2024. These final regulations follow almost two years after […]
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May 20, 2024
News

IRS Releases 2025 Limits for HDHPs and HSAs

READ TIME: 4 MINUTES The IRS recently issued Revenue Procedure 2024-25 to announce the 2025 inflation-adjusted amounts that apply to health savings accounts (HSAs), excepted benefit health reimbursement arrangements (EBHRAs), and high-deductible health plans (HDHPs). The newly announced figures result in increases in the applicable limits for 2025, including the maximum contribution limit for an […]
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May 20, 2024
News

FAQs about the Patient Centered Outcomes Research Institute (PCORI) Fee

READ TIME: 10 MINUTES The Patient-Centered Outcomes Research Institute (PCORI) fee initially applied from 2012 to 2019. However, in December 2019, the Further Consolidated Appropriations Act, 2020 extended the fee to 2029. The PCORI fee applies to all plans that provide medical coverage to employees. Medical coverage includes preferred provider (PPO) plans, health maintenance organization […]
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