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

Benefit Advisors

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

Account Services

Kylene Oepping
Kylene Oepping
Account Executive / Sales Specialist
Tracy Whipple
Tracy Whipple
Senior Account Manager
Jeannie Metcalf
Jeannie Metcalf
Senior Account Manager
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
Senior Account Manager
Bonnie Cupps
Bonnie Cupps
Account Manager
Jeri Payne
Jeri Payne
Account Manager
Kyle Stacy
Kyle Stacy
Account Executive
Ashley McCollum
Ashley McCollum
Account Manager
Ashley Wright
Ashley Wright
Account Manager
Rachel Watts
Rachel Watts
Account Specialist
Caroline Cunanan
Caroline Cunanan
Account Specialist
Sarah Sullivan
Sarah Sullivan
Administrative Coordinator / Account Specialist

Client Services

Morgan Tiemann
Morgan Tiemann
Communication & Engagement Specialist
April Satterly
April Satterly
Client Service Concierge
Tyler Ochs
Tyler Ochs
Graphic Designer / Technology

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
Joanne Po
Joanne Po
Data Analyst

Marketing & Communications

Elyse Bandy
Elyse Bandy
Manager, Marketing Strategies

Recent Insights

June 26, 2025
Compliance Alert

New Federal Data Sharing Deals Heighten Compliance Risks for Plan Sponsors

READ TIME: 5  MINUTES Recent federal changes are reshaping the way immigration enforcement intersects employment issues, posing new compliance risks for employers and plan sponsors. Two recent developments ramped up coordination among government agencies, including the Internal Revenue Service, to detect and deter unauthorized work and benefits, and shed light on what employers need to […]
Read more
June 12, 2025
ERISA

Navigating State PBM Laws: Understanding ERISA Preemption and Compliance

READ TIME: 6 MINUTES Pharmacy benefit managers (PBMs) play a pivotal role in the U.S. healthcare system, managing prescription drug benefits on behalf of insurers and employer-sponsored health plans. However, rising concerns over PBM transparency, pricing practices, and reimbursement rates have led to an expanding patchwork of state-level legislation. For employers – especially those offering […]
Read more
June 12, 2025
News

Federal Agencies Announce Pause in Enforcement of 2024 Mental Health Parity Rule

READ TIME: 5 MINUTES On May 15, 2025, the U.S. Departments of Labor (DOL), Health and Human Services (HHS), and the Treasury (IRS) (collectively, “the Departments”) issued an anticipated nonenforcement policy regarding the 2024 Final Rule implementing the Mental Health Parity and Addiction Equity Act (MHPAEA). This follows a legal challenge to the 2024 Final […]
Read more
June 12, 2025
Compliance Alert

May 2025 Compliance Recap

In May, applicable large employers were focused on RxDC reporting, due in June, and the PCORI filing, due in July. The U.S. Departments of Labor, Health and Human Services, and the Treasury jointly announced a pause in enforcement of the 2024 Final Rule implementing the Mental Health Parity and Addiction Equity Act (MHPAEA), and a […]
Read more