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

October 5, 2026
News

Building a Benefits Strategy for Financial Resilience

Financial wellbeing benefits have traditionally centered on a long-term goal: retirement. But employees’ financial lives don’t begin at retirement. Many are balancing immediate priorities, including healthcare expenses, debt, emergency savings, and everyday living costs. PwC’s 2026 Employee Financial Wellness Survey found that 59% of employees were currently stressed about their finances. For many employees, the immediate concern […]
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October 5, 2026
News

New Guidance Regarding Health-Contingent Wellness Programs

The Departments of Labor (DOL), Health and Human Services (HHS), and the Treasury (collectively, the Departments) issued new FAQs addressing health-contingent wellness programs, including programs that impose tobacco-related premium surcharges. The guidance provides important enforcement relief concerning when a wellness reward must be provided after an individual completes a reasonable alternative standard. Health-contingent wellness programs […]
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September 14, 2026
News

ACA Affordability Threshold Increases to 10.22% for 2027

The IRS has announced that the Affordable Care Act (ACA) affordability threshold will increase to 10.22% for plan years beginning in 2027, up from 9.96% for 2026. The new percentage was established in IRS Revenue Procedure 2026-26. For applicable large employers (ALEs), generally those with at least 50 full-time and full-time equivalent employees, this percentage is […]
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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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