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
Evan Ball
Evan Ball
Benefit Advisor
Bio
Kyle Roe
Kyle Roe
Benefit Advisor

Account Services

Kylene Oepping
Kylene Oepping
Manager of Account Services / Account Executive
Tracy Whipple
Tracy Whipple
Senior Account Manager
Katie Casey
Katie Casey
Account Executive
Jeannie Metcalf
Jeannie Metcalf
Senior Account Manager
Jennie Hurst
Jennie Hurst
Account Manager
Lea Harper
Lea Harper
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
Sarah Sullivan
Sarah Sullivan
Administrative Coordinator / Account Specialist
Rachel Watts
Rachel Watts
Account Specialist
Caroline Cunanan
Caroline Cunanan
Account Specialist

Client Services

Morgan Tiemann
Morgan Tiemann
Communication & Engagement 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

April 30, 2025
ERISA

When is a Plan an ERISA Plan?

READ TIME: 5 MINUTES Key Takeaways from Hansen v. Laboratory Corporation of America A short-term disability (STD) plan is not automatically covered under ERISA just because it’s included in an employer’s benefits package. Even if an employer treats the plan like an ERISA plan – such as including it in a wrap plan or on […]
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April 30, 2025
News

CMS Updates Simplified Method for Determining Creditable Coverage Status for 2026

  READ TIME: 6 MINUTES This month, the Centers for Medicare and Medicaid Services (CMS) announced final instructions for the changes to Medicare Part D prescription drug coverage mandated by the Inflation Reduction Act of 2022 (IRA) which will affect employer-sponsored plans in 2026. The changes are intended to enhance benefits and offer cost savings […]
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April 7, 2025
News

Impact of Executive Order on Sex and Gender Identity

On January 20, 2025, the Trump administration issued an executive order redefining the terms sex, gender identity, and related concepts as they pertain to federal law and policy. These changes will affect compliance requirements across various employee benefit provisions and related regulations. Key Provisions of the Executive Order Revised Definitions The Executive Order revised the […]
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April 7, 2025
HIPAA

Recent HIPAA Amendments and Proposed Regulations

In the last year, two significant HIPAA regulations were issued, impacting employer group health plans. This article summarizes the new rules – one under the privacy rule provisions and one under the security rule provisions – and what employers need to know about the current legal status of these rules and how to prepare for […]
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