The Self-Insurance Directory 2025/2026 by The Self-Insurer Magazine

THE SELF-INSURANCE DIRECTORY 2025/2026

THE SELF-INSURANCE INSTITUTE OF AMERICA (SIIA)

is a dynamic, member-based association dedicated to protecting and promoting the business interests of companies that utilize self-insurance/ captives or are involved in the industry. SIIA is for companies looking for a single association to meet their informational, educational, networking and legislative/regulatory representation needs.

BENEFITS OF MEMBERSHIP:

1. Legislative/Regulatory Representation

SIIA is the leading advocate for the legislative/regulatory interests of the self-insurance/captive industry at both the state and federal levels.

2. Education

For over four decades, SIIA has been producing cuttingedge educational content through a variety of educational forums, big and small. No other organization has such an extensive professional network of recognized industry experts to deliver education like SIIA does.

3. Information

No matter where their business takes them, SIIA members are assured a steady flow of critical information and industry insights from a variety of electronic and printed communication products. Our website and regular member communications, which include the Legislative Regulatory Reports and the monthly Self-Insurer magazine, look beyond the headlines to give members a sense of what every development means to their business.

4. Networking

SIIA’s members are the leaders in the self-insurance/ captive industry, and they know the importance of making the right contacts and maximizing their business opportunities through networking. SIIA’s National Conference and other targeted events and conferences give executives and employees valuable time to connect with the people they need to know in order to promote the success of their businesses.

LEADING ADVOCACY FOR SELF-INSURANCE/CAPTIVE ISSUES

SIIA is the only self-insurance/captive association that has a full-time advocacy presence in Washington, D.C. When members of Congress need guidance and education on self-insurance and captive issues, SIIA is their trusted source. To complement its effective lobbying capabilities, SIIA engages and educates its members through a variety of communications and grassroots involvement, including:

• POLICY REPORTS

Monthly webinars and bi-weekly newsletters covering news, legislation, rulemaking and activities on the federal and state level impacting our industry.

• BREAKING UPDATES

Breaking news on federal and state legislative/regulatory issues.

• LEGISLATIVE BILL TRACKING

Summaries of all key federal Senate and House bills from introduction to passage, from stop-loss and selfinsurance, to price transparency issues.

THIS is where the business of self-insurance gets done.

JOIN TODAY | WWW.SIIA.ORG

Accounting/Actuarial Services

AmeRisk Consulting

Gordon Thompson, Consulting Actuary

P.O. Box 14126

Albuquerque, NM - 87191 - United States

PHONE: (480) 719-5662

EMAIL: gthompson@ameriskconsulting.com

WEB: www.AmeRiskConsulting.com

AmeRisk Consulting is a full-service actuarial firm that specializes in quantifying, understanding and forecasting risk in current and emerging markets. With AmeRisk, your risk is quantifiable.

Bauknight Pietras & Stormer, P.A.

Bryan Hudson, Audit Partner

1501 Main Street, Suite 600

Columbia, SC - 29202 - United States

PHONE: (803) 771-8943

EMAIL: bhudson@bpscpas.com

WEB: www.bps.cpa

Bauknight Pietras & Stormer, P.A. is a dynamic accounting firm that focuses on providing superior financial statement and internal control (SOC) assurances, tax, and consulting services to the insurance industry in domiciles throughout the United States. We serve commercial carriers, self-insurance funds, and alternative risk vehicles, including captive insurance companies, risk retention groups, mutuals, and reciprocals.

Chi Actuarial

Adaobi Ngoka, Consulting Actuary

1920 Dresden Drive, Suite 190312

Atlanta, GA - 30319 - United States

PHONE: (310) 402-7553

EMAIL: AdaN@ChiActuarial.com

WEB: www.chiactuarial.com

Chi Actuarial is a specialized, independent firm serving health plans, TPAs, brokers, captives, and other risk-bearing entities. We deliver clear, data-driven insights to support effective risk management and informed decisions. Our services include actuarial advisory, peer review, self-funded plan evaluations, pricing, reserving, and custom modeling.

Davies

Michael Berman, Senior Director

5550 Peachtree Parkway, Suite 600

Peachtree Corners, GA - 30092 - United States

PHONE: (800) 322-1276

EMAIL: michael.berman@us.davies-group.com

WEB: www.davies-group.com/northamerica

Davies Actuarial delivers pricing and reserving services to major medical and workers' comp clients. This division includes the most skilled and experienced staff available in the market.

Dragonfly Actuarial

Crystal Dorsey, Founder, Chief Executive Officer

P.O. Box 417

Eatonville, WA - 98328 - United States

PHONE: (925) 292-4373

EMAIL: crystal@dragonflyactuarial.com

WEB: www.dragonflyactuarial.com

At Dragonfly Actuarial, we help brokers sell more business, retain clients, and demonstrate value to their customers. Our program management services also enable carriers and reinsurers to grow business profitably. Our expertise is in large employer medical, short-term medical, fixed indemnity, and supplementary health products.

Emerging Therapy Solutions

Ashley Hume, President

2001 Killebrew Drive, Suite 240

Bloomington, MN - 55425 - United States

PHONE: (877) 445-4822

EMAIL: ashley.hume@emergingtherapies.com

WEB: www.emergingtherapies.com

Emerging Therapy Solutions® (ETS) helps reinsurance and stop-loss payers, health plans, and self-funded employers manage the risks associated with high-cost therapies for rare and complex conditions. ETS offers endto-end solutions for cell and gene therapies, solid organ and bone marrow transplants, and other highly specialized therapies.

GPW and Associates

Katie Elsberry

3101 North Central Avenue, Suite 400 Phoenix, AZ - 85044 - United States

PHONE: (602) 200-6900

EMAIL: kelsberry@gpwa.com

WEB: www.gpwa.com

GPW is a captive insurance management and actuarial services firm providing innovative and comprehensive risk management solutions in many areas, including property and casualty, health insurance, and warranty-related products. The GPW team of expert advisors includes Actuaries, CPAs, and Associates in Captive Insurance.

Johnson Lambert LLP

Becca McGovern

2300 St. George Road, Suite 200 Williston, VT - 05495 - United States

PHONE: (802) 383-4800

EMAIL: bmcgovern@johnsonlambert.com

WEB: www.johnsonlambert.com

Johnson Lambert is an insurance-focused CPA and consulting firm, ranking as the 5th largest auditor of P&C insurers (AM Best, December 2024). From new formations to established entities, we provide audit, tax, and advisory services to 400+ alternative risk entities across all major domiciles.

Milliman

Rob Bachler, Principal & Consulting Actuary

1301 5th Avenue

Seattle, WA - 98101 - United States

PHONE: (206) 504-5946

EMAIL: rob.bachler@milliman.com

WEB: www.milliman.com

Milliman, a global leader in risk management and actuarial consulting, offers customized solutions in property and casualty, life, health, and pensions. Our expertise spans actuarial science, analytics, and policy consulting, providing strategic guidance for diverse challenges. For more information, visit www.milliman.com

Milliman

Brenda Cordell, Senior Healthcare Consultant 10 West Market Street, Suite 1600 Indianapolis, IN - 46204 - United States

PHONE: (317) 696-3457

EMAIL: brenda.cordell@milliman.com

WEB: www.milliman.com

Pricing coverage for rapidly-evolving gene therapies can be a moving target. Consider augmenting your clinical, underwriting and actuarial teams with Milliman DNA Gene and Cell Therapy Forecasting. It is an interactive, webbased application with a research repository and dynamic interface that forecasts eligibility and uptake for current and pipeline therapies.

Nokomis

Chris Wilson, Executive Vice President 206 North First Street Minneapolis, MN - 55401-1404 - United States

PHONE: (612) 825-2342

EMAIL: rhenriksen@nokomishealth.com

WEB: www.nokomishealth.com

Nokomis is a pre-payment payment integrity company created to make a difference. Using our proprietary ClaimWise™ technology alongside our team’s expertise, we identify savings nobody else can. Putting our clients first, we customize our service to your needs, reviewing all claim types irrespective of value alongside negligible levels of provider abrasion.

Perr&Knight

Dean Ferdico, Principal and Director of Business Development

401 Wilshire Boulevard, Suite 960

Santa Monica, CA - 90401 - United States

PHONE: (201) 963-1610

EMAIL: dferdico@perrknight.com

WEB: www.perrknight.com

Perr&Knight is an industry-leading actuarial and insurance consulting firm with 30+ credentialed actuaries and over 150 professionals nationwide. We provide actuarial services and product development for self-insurance, captives, and alternative risk programs, including feasibility studies, reserve certifications, loss projections, and funding analyses. With over 30 years of experience, we deliver data-driven insights, regulatory expertise, and tailored solutions to help organizations manage risk and achieve financial goals.

Pinnacle Actuarial Resources, Inc.

Aaron Hillebrandt, Principal and Consulting Actuary

3109 Cornelius Drive

Bloomington, IL - 61704 - United States

PHONE: (309) 807-2312

EMAIL: ahillebrandt@pinnacleactuaries.com

WEB: www.pinnacleactuaries.com

Pinnacle Actuarial Resources, Inc. is an independent, full-service actuarial firm focused on the property/casualty insurance industry. With a home office in Bloomington, IL, the firm also has offices in Atlanta, Chicago and San Francisco. Pinnacle is owned by its professional staff and ranks among the largest independent property/casualty actuarial firms in the United States.

Risk International

Brian Johnson, Managing Director, Actuarial Consulting 4055 Embassy Parkway, Suite 100 Fairlawn, OH - 44333 - United States

PHONE: (843) 513-8952

EMAIL: bjohnson@riskinternational.com

WEB: www.riskinternational.com

We are a completely independent, outsourced risk management and employee benefits service provider, delivering solutions through data and analytics.

SGrisk, LLC

Deborah Santa Lucia, Office Manager 1050 Wall Street West, Suite 630 Lyndhurst, NJ - 07071 - United States

PHONE: (201) 935-3434

EMAIL: santalucia@sgrisk.com

WEB: www.sgrisk.com

SGRisk is an actuarial consulting firm specializing in using a client's own loss data and specific claims handling results to generate funding, premiums, and reserve levels. What we do: Retentions Analysis, Regulatory Filings, Special Studies, Ratemaking, Self-Insurance Feasibility, Captive Funding, Financial Modeling and Corporate High Deductibles.

Windsor Strategy Partners, Inc.

Paul Fallisi, President

13 Roszel Road, Suite C-204A Princeton, NJ - 08540 - United States

PHONE: (609) 275-6550

EMAIL: pfallisi@wspactuaries.com

WEB: www.wspactuaries.com

Windsor Strategy Partners provides strategic advice to insurance companies, reinsurance companies, HMOs, healthcare providers, care management facility firms, investment banks, software modeling companies, and governments. WSP's expertise is assessing and pricing risk, data analytics, product customization, technology integration and AI and risk mitigation.

Broker/Consultant

90 Degree Benefits

Gene Rodgers, Chief Operating Officer

Corporate Office - 450 Riverchase Parkway East Birmingham, AL - 35244 - United States

PHONE: (833) RGT-TURN - (833) 748-8876

EMAIL: Gene.Rodgers@90degreebenefits.com

WEB: www.90DegreeBenefits.com

90 Degree Benefits provides clients with personalized local support, a national presence, and unsurpassed administrative expertise. We explore the challenges of a costly and complicated healthcare system and find solutions that perfectly balance cost, high-quality care, and access for you and your clients.

Acrisure Re

Jamie Brown, Senior Vice President, Broker

3060 South Church Street, P.O. Box 4, Building 400, 4th Floor

Burlington, NC - 27215 - United States

PHONE: (770) 935-9228

EMAIL: jbrown@acrisurere.com

WEB: www.acrisurere.com

Acrisure Re’s A&H Reinsurance Division delivers expert service and data-driven insights to create innovative, customized risk transfer solutions. We help Carriers, MGUs, TPAs, MEWAs, and Captives strengthen portfolios and gain a competitive edge—offering more than just pricing advantages in today’s evolving reinsurance landscape.

Advanced Benefit Consulting & Insurance Services, Inc.

Dorothy Cociu, President P.O. Box 6677

Fullerton, CA - 92834-6677 - United States

PHONE: (714) 693-9754 Toll Free (866) 658-3835

EMAIL: dmcociu@advancedbenefitconsulting.com

WEB: www.advancedbenefitconsulting.com

We are a full-service health insurance agency and consulting firm specializing in self-funded group health plans. Our senior management comes from decades of experience in the self-insured space. We are benefits as well as compliance consultants focusing on ERISA, ACA, HIPAA, CAA, RXDC and other compliance issues.

ALTTRAX

Lisa Krajewski, Partner 25 North Street

Dublin, OH - 43017 - United States

PHONE: (916) 599-5419

EMAIL: lisa@alttrax.com

WEB: www.alttrax.com

ALTTRAX helps organizations navigate pharmacy benefits to make real transformation happen. With deep expertise and a bias for action, we partner with you to solve nuanced challenges – moving swiftly and staying by your side to deliver. Our work spans PBM oversight and operational capabilities, RFP and audit support, enabling smarter execution and better outcomes.

AMPS

Sarah Roche, Vice President, Global Marketing

2700 North Central Avenue, Suite 1110

Phoenix, AZ - 85004 - United States

PHONE: (404) 579-2555

EMAIL: sroche@amps.com

WEB: www.Amps.com

AMPS is a diversified healthcare technology company delivering transparent, affordable medical and pharmacy benefits. Using proprietary SaaS platforms and tech-enabled services, including PriceDynamix, Drexi, and ClaimInsight, AMPS helps payors, TPAs, and employer groups reduce healthcare spend while improving the member experience through tailored and data-driven cost savings solutions.

Amwins Group Benefits

Jeff Grocky, Vice President, Marketing 21550 West Oxnard Street

Woodland Hills, CA - 91367 - United States

PHONE: (805) 279-5036

EMAIL: jacquelyn.koenig@amwins.com

WEB: www.amwins.com/solutions/group-benefits

The Amwins Group Benefits Team delivers a comprehensive suite of products and services across the Self-Funded, Fully Insured, Ancillary, and Custom Program verticals. This division is engineered to help agencies drive innovation and build business with access to unparalleled expertise and the next generation of employee benefit solutions!

Aon

Bob Black, Executive Managing Director

200 East Randolph Street, 7th Floor Chicago, IL - 60601 - United States

PHONE: (312) 560-1824

EMAIL: robert.black@aon.com

WEB: www.aon.com

Aon develops optimal solutions in all Health, Life, and Accident product lines for employers, insurers, MGUs, TPAs, captives, providers, and health plans/systems. Our expansive team leverages product expertise, market reach, and data/analytics to optimize risk/capital coverage solutions, improve overall results, and drive growth (including product development, M&A, and strategic partnerships).

Avant Specialty Benefits

Ted Holt, Vice President, Stop-Loss Services/Shareholder 1828 Walnut Street, Suite 701

Kansas City, MO - 64108 - United States

PHONE: (214) 755-6274

EMAIL: tholt@avantsb.com

WEB: www.avantsb.com

The stop-loss team at Avant Specialty Benefits utilizes extensive industry knowledge and experience to assist you in marketing and managing your stop-loss insurance through your entire relationship, not just the initial selection, placement and implementation. We will negotiate the best-in-class contract terms and work with your carrier for claims filing, eligibility verification, and claim reimbursements over the life of your policy.

Blue General Partners, LLC

Mary Catherine Person, President

3220 Greenbrier Drive

Dallas, TX - 75225 - United States

PHONE: (703) 629-6760

EMAIL: marycatherine@bluegeneral.net

WEB: www.bluegeneral.net

Innovative consulting company with deep and intensive knowledge of the healthcare payer and self-funded employer.

Borislow Insurance

Jennifer Borislow, President

1 Griffin Brook Drive

Methuen, MA - 01844 - United States

PHONE: (978) 689-8200

EMAIL: colleen@borislow.com

WEB: www.borislow.com

Borislow Insurance is a 43-year-old brokerage firm that uses a long-term strategic consulting model to provide a wide array of benefits to its clients, including Captivated Health, its proprietary health care captive. With an average client life of over 15 years, the practice is highly relationship-based.

A provider-led network delivering affordability with savings of up to 20%* compared to traditional carriers. Our direc t-to-employer solution connec ts your members to a robust, high-quality network and at-the-bedside care management that helps mitigate health care spend.

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northwelldirect

CGI Business Solutions

Anne Vallette, Senior Benefits Advisor

5 Dartmouth Drive

Auburn, NH - 03032 - United States

PHONE: (603) 232-9322

EMAIL: avallette@cgibenefitsgroup.com

WEB: www.cgibusinesssolutions.com

Expect more from your benefits broker. CGI delivers unmatched value through in-house underwriting, HR compliance, benefits admin, and wellness, plus expert funding strategies. Our collaborative model and partnerships provide comprehensive support, often at little or no cost. We don’t just compete—we redefine what a broker should be.

CPR Risk Management

Mary Pozuelo, President

289 8th Avenue North

Tierra Verde, FL - 33715 - United States

PHONE: (203) 667-8093

EMAIL: mpozuelo@cpr-rm.com

WEB: www.cpr-rm.com

CPR provides an independent assessment of medical risk. CPR can work as the only resource for risk projections or can provide backup to clients with nursing staff to cover sick days and overflow during the busy times of the year. Due to the size of our blocks of business, we have credible claims information/history. CPR has national clients, so we are able to identify trends and costs more so than a single entity with only its information. CPR also performs reserve assessments and 50%/trigger reviews. CPR now has a Medical Director on staff.

D.W. Van Dyke & Co.

Walter Roland, President

2 Corporate Drive, Suite 642

Shelton, CT - 06484 - United States

PHONE: (203) 761-9300 Ext. 312

EMAIL: wroland@dwvd.com

WEB: www.dwvd.com

A&H Reinsurance Intermediary that works with carriers, reinsurers, distributors, MGUs and TPAs. We identify and secure reinsurance partners for insurers and MGUs. Product expertise in multiple lines with particular strengths in the ESL business and other healthcare finance. Annually conduct carrier and MGU survey, includes $5+ Billion annual premium.

Davies

Susan Arsenault, Senior Vice President

5550 Peachtree Parkway, Suite 600

Peachtree Corners, GA - 30092 - United States

PHONE: (800) 322-1276

EMAIL: susan.arsenault@us.davies-group.com

WEB: www.davies-group.com/northamerica

Davies provides operational and consulting solutions for the domestic and international insurance market. Our insurance services capabilities run deep, but put simply, we offer support for the following core insurance areas: actuarial, audit, captive management, risk and inspection, subrogation, and excess claims.

DSG Benefits Group, LLC

David Goldfarb, Founder and Chief Executive Officer

12221 Merit Drive, Suite 1015

Dallas, TX - 75251 - United States

PHONE: (972) 842-9490

EMAIL: dgoldfarb@dsgbenefits.com

WEB: www.dsgbenefits.com

DSG Benefits Group is an employee benefits consulting firm committed to helping organizations design and manage sustainable benefit programs that are in alignment with corporate objectives. The benefit programs are built to last with many underlying safeguards in place to mitigate often overlooked risks.

ECBM, LP

Charlie Bernier, Chief Executive Officer

1400 North Providence Road, Building Two, Suite 5025

Media, PA - 19063 - United States

PHONE: (610) 668-7100

EMAIL: cbernier@ecbm.com

WEB: www.ecbm.com

ECBM is a family-owned, independent insurance solutions company headquartered in the suburbs of Philadelphia, PA. We specialize in high-risk industries that require dedicated, client-based broker services in the areas of Commercial Insurance, Employee Benefits, Workers' Compensation, Professional Liability, Cyber, Farm & Agriculture, and Personal Lines.

Ellerbrock-Norris

Kevin Handzlik, Vice President of Employee Benefits

4331 North 156th Street

Omaha, NE - 68116 - United States

PHONE: (402) 212-6606

EMAIL: khandzlik@ellerbrock-norris.com

WEB: www.ellerbrock-norris.com

Ellerbrock-Norris delivers holistic risk management by integrating insurance, employee benefits, safety consulting, and financial planning into one unified strategy‚ empowering businesses and individuals to protect their purpose, reduce exposure, and build long-term stability.

EPIC Insurance Brokers & Consultants

Hussein Attara, Vice President 6249 Parker Boulevard

North Richland Hills, TX - 76180 - United States

PHONE: (765) 508-6098

EMAIL: hussein.attara@epicbrokers.com

WEB: www.epicbrokers.com/industries/healthcare/reinsurance-managed-care-risk-solutions

EPIC Insurance Brokers is a leading national brokerage and consulting firm. Our Reinsurance & Managed Care team supports health plans, providers, and ACOs with tailored solutions, including Provider Stop-Loss, HMO Reinsurance, Treaty and Program Reinsurance, Surety Bonds, Employee Benefits, and Property & Casualty coverage, such as Cyber, D&O, and Workers Comp.

Fringe Benefit Group

John Conkling, Executive Vice President

11910 Anderson Mill Road, Suite 401

Austin, TX - 78726 - United States

PHONE: (512) 349-4760

EMAIL: jconkling@fbg.com

WEB: www.fbg.com

Since 1983, Fringe Benefit Group and its affiliate companies have helped thousands of employers design and administer benefit programs for the prevailing wage market. During its history, the company has significantly expanded both its capabilities and offerings, becoming a leading provider of benefits solutions for government contractors and variable-hour employers, including many Fortune 500 and ENR 400 firms.

Guy Carpenter

Carol Adams, Employer Stop-Loss Practice Leader

30 South 17th Street, 17th Floor

Philadelphia, PA - 19103 - United States

PHONE: (215) 864-3625

EMAIL: carol.adams01@guycarp.com

WEB: www.guycarp.com

Guy Carpenter is a leading global risk and reinsurance specialist with 3,400 professionals in over 60 offices around the world, delivering broking expertise, strategic advisory and industry-leading analytics. Guy Carpenter is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm regarding risk, strategy and people.

Harris Williams

Nick Owens, Director

1001 Haxall Point

Richmond, VA - 23219 - United States

PHONE: (804) 869-3065

EMAIL: nowens@harriswilliams.com

WEB: www.harriswilliams.com

Global mergers and acquisitions advisor with a leading practice in the employer health technology and services sector.

HealthVue360

James Patton, Chief Executive Officer

5006 Lake View Drive

Austin, TX - 78732 - United States

PHONE: (512) 633-5166

EMAIL: jpatton@healthvue360.com

WEB: www.healthvue360.com

Healthvue’s claims administrative platform is built on Salesforce.com infrastructure. We focus on automating your business processes to decrease costs while delivering one-of-a-kind customer experiences. Best-in-class UI / UX; world-class security; intelligent reporting; 6,500+ APIs; and advanced AI & BI provide our customers with increased revenues while removing costs.

Innovative Rx Strategies

LeAnne Hester, Chief Revenue Officer

9400 Priority Way W. Drive

Indianapolis, IN - 46240 - United States

PHONE: (317) 679-4740

EMAIL: lhester@innovativerxstrategies.com

WEB: www.innovativerxstrategies.com

Innovative Rx Strategies is an independent pharmacy benefit advisor that delivers cost savings through objective analysis, clinical expertise, and innovative strategies. We work across all PBMs to uncover hidden opportunities, optimize contracts, and ensure employers get the best value without sacrificing member experience or organizational goals.

Intermediary Services LLC

Susan Kruger, President

333 South State Street, Suite V, #283

Lake Oswego, OR - 97034 - United States

PHONE: (503) 699-6838

EMAIL: susan@intermediary-services.com

We are industry leaders for self-insured employer groups of all sizes. Let us provide you with the very best in stoploss, third-party administration and pharmacy benefit manager services. With over 30 years of experience, our office has the resources, compliance and technical skills to build and maintain a solid health plan benefit. Intermediary Services LLC is the missing piece to your jigsaw puzzle.

J. M. Deren & Associates, LLC

James Deren, Managing Member

2612 Oakwood Preserve Drive

Wesley Chapel, FL - 33543 - United States

PHONE: (417) 616-8996

EMAIL: info@jmderenassociates.com

WEB: www.jmderenassociates.com

J. M. Deren & Associates, LLC is a consulting firm that works with self-insured health plans.

Leadenhall

Nigel Wallbank, Principal

4420 Northwest 76 Court

Ocala, FL - 34482 - United States

PHONE: (305) 632-3334

EMAIL: nigelwallbank@gmail.com

Risk Management, Insurance Solutions. Chairman of the Board, SIEF. Board Member, Best Life Insurance. Formerly served as President and Chairman of SIIA. Bermuda Captive B.O.D.

M3 Insurance

Matt Boray, Director of Employee Benefits - Milwaukee, Partner

1401 Discovery Parkway, Suite 200

Wauwatosa, WI - 53226 - United States

PHONE: (262) 524-4160

EMAIL: matt.boray@m3ins.com

WEB: www.m3ins.com

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people help clients manage risk, purchase insurance, and provide employee benefits, and our focus on community builds better places to live and work.

Marsh McLennan Agency

Duke Niedringhaus, Senior Vice President

825 Maryville Centre Drive, Suite 200

St. Louis, MO - 63124 - United States

PHONE: (314) 308-8493

EMAIL: duke.niedringhaus@marshmma.com

WEB: www.marshmma.com

Marsh McLennan is the leading global firm in Risk, Strategy & People. Largest captive insurance broker for Casualty Group Captives, Enterprise Risk and Medical Stop-Loss. Enabling Possibility since 1871.

Marsh McLennan Agency Northwest

Troy Kane, Managing Director of Employee Health & Benefits

3289 Gabel Road

Billings, MT - 59102 - United States

PHONE: (406) 238-1990

EMAIL: troy.kane@marshmma.com

WEB: www.mmanorthwest.com

Marsh McLennan Agency Northwest combines local expertise with extensive national resources to deliver tailored insurance solutions across the northwestern United States. Specializing in stop-loss, captives, and self-insurance, MMANW is dedicated to providing innovative strategies that meet the unique needs of clients while ensuring comprehensive risk management.

MarshBerry

Tobias Milchereit, Director 28601 Chagrin Boulevard

Woodmere, OH - 44122 - United States

PHONE: (212) 972-4883

EMAIL: Tobias.Milchereit@MarshBerry.com

WEB: www.MarshBerry.com

MarshBerry is a global financial services and consulting leader helping insurance and wealth management firms grow at every ownership stage. With 40+ years of experience, MarshBerry offers M&A advisory, capital raising, strategic and financial consulting, organic growth solutions, executive peer exchange, agency networks, and performance benchmarking.

Make an impact.

Take control of your pharmacy benefit with our proprietary technology, OneArk®, the most powerful tool for controlling pharmacy spend and elevating clinical care.

From point-of-sale savings to our Specialty Hub solution, PharmPix is the trusted PBM behind better care and lower costs.

Northwell Direct

Brett Burlin, Vice President, Head of Sales

130 East 59th Street

New York, NY - 10022 - United States

PHONE: (516) 375-7808

EMAIL: bburlin@northwell.edu

WEB: www.northwelldirect.northwell.edu

Northwell Direct is the leading direct-to-employer solution for the greater New York Metro, delivering enhanced access and affordability through our high-value network, employer-based health and wellness services, and concierge navigation experiences. Backed by Northwell Health, New York State’s largest health system, Northwell Direct offers robust access to top providers.

Pancoast Benefits, Inc.

Pat Lund, Vice President, Large Group Consulting 4250 Hillsboro Road

Nashville, TN - 37215 - United States

PHONE: (615) 292-3400

EMAIL: patl@pancoastbenefits.com

WEB: www.pancoastbenefits.com

Pancoast is more than a brokerage and consulting service. We partner with clients to lower the cost of benefits and provide services that reduce the time and expense of benefit administration. Companies large and small benefit from Pancoast’s attention to detail and commitment to unparalleled service. Such dedication shows – 4 out of every 5 clients have been with Pancoast for 10 years or more.

PBIRx

Angela Cross, Marketing Communications Manager

812 Wheelers Farms Road

Milford, CT - 06461 - United States

PHONE: (203) 882-1188

EMAIL: across@pbirx.com

WEB: www.PBIRx.com

PBIRx, founded in 1993, was the industry’s pioneer in exclusively providing independent pharmacy benefit consulting and auditing. We help clients control pharmacy costs through expert contract negotiation, audits, and ongoing claims consulting. Our proprietary clinical programs and real-time reporting deliver actionable insights to optimize pharmacy cost management.

PharmPix Corp.

Gil Diaz, Associate Sales Director

320 Decker Drive

Irving, TX - 75062 - United States

PHONE: (512) 632-6842

EMAIL: gil.diaz@pharmpix.com

WEB: www.pharmpix.com

Leverage our proprietary OneArk™ platform to gain a clear view of your pharmacy utilization data. With 15 years of experience, PharmPix offers dynamic PBM solutions centered on providing the lowest net cost through our proactive clinical reviews at the point-of-sale, our 30-40% Specialty Hub savings, and our 65,000+ pharmacy network.

Rasmussen Advisory Services

Erik Rasmussen, Principal

43 Spring Farm Road

North Oaks, MN - 55126 - United States

PHONE: (651) 208-2388

EMAIL: Ejr-ras@protonmail.com

WEB: www.linkedin.com/in/erik-j-rasmussen

Erik Rasmussen is an accomplished and versatile insurance consultant with experience in applying strong business, financial, and analytical acumen to lead strategic and operational functions to drive growth and revenue while managing and mitigating risks for an organization.

Ringmaster Technologies, Inc.

Wesley Reines, Senior Vice President of Sales

5200 Town Center Circle, Suite 540

Boca Raton, FL - 33486 - United States

PHONE: (330) 348-3700

EMAIL: wkeyes@ringmastertech.com

WEB: www.ringmastertech.com

Ringmaster Technologies is a pioneer in cloud-based software that streamlines the Stop-Loss and Pharmacy cycle—from Market to Bind to Administer to Renew. Through automation and advanced data analytics, we simplify complex workflows for brokers and self-funded consultants. Ringmaster Technologies - We listen to our users and help them win.

Risk Strategies Company

Matt Smith, Managing Director

8000 West 78th Street, Suite 280

Edina, MN - 55439 - United States

PHONE: (206) 359-0465

EMAIL: msmith@risk-strategies.com

WEB: www.risk-strategies.com

The Risk Strategies Reinsurance team has one focus: helping our clients achieve their business goals. Our team brings a web of industry relationships, proven results for over twenty years, and analytic depth to support our clients' growth, profitability, risk management, expansion, and innovation objectives. From carrier, reinsurer, distribution, actuarial, product development and claim management, we have arrayed resources with our team's broad experience to carefully structure each program to meet and exceed the client's individual needs.

Spring Consulting Group, an Alera Group Company, LLC

Teri Weber, Senior Vice President, Employee Benefits, National Accounts

30 Federal Street, 4th Floor

Boston, MA - 02110 - United States

PHONE: (617) 589-0930

EMAIL: insight@springgroup.com

WEB: www.springgroup.com

Spring Consulting Group, an Alera Group Company, LLC, offers comprehensive strategic and technical employee benefits consulting and actuarial services to employers, provides strategy and product development guidance to insurance and financial institutions, and delivers innovative financing and funding solutions for benefit programs, including the use of captive insurance vehicles.

Sterling Seacrest Pritchard, Inc.

Brian Olsen, Partner - Employee Benefits

2500 Cumberland Parkway, Suite 400

Atlanta, GA - 30339 - United States

PHONE: (678) 488-6838

EMAIL: bolsen@pjins.com

WEB: www.sspins.com

At Sterling Seacrest Pritchard, we take a strategic, proactive approach to risk management and insurance for companies of all sizes. We have a high-visibility process, experienced people, and forward-thinking resources that make your broker experience one that you would recommend to your peers.

Tatum Consulting

Lou Monteagudo, President & Chief Executive Officer

331 Newman Springs Road, Building 1, 4th Floor, Suite 143

Red Bank, NJ - 07701 - United States

PHONE: (908) 666-7842

EMAIL: lmonteagudo@tatum-consulting.com

WEB: www.tatum-consulting.com

Tatum Consulting is an independent insurance and reinsurance consulting firm specializing in Accident & Health products. Our talented and experienced industry leaders manage a diverse book of Accident & Health insurance and reinsurance products, with a deep understanding of underwriting and functional support operations.

Tatum Reinsurance Intermediary, LLC

Dominic Hagger, Chief Executive Officer

331 Newman Springs Road, Building 1, 4th Floor, Suite 143

Red Bank, NJ - 07701 - United States

PHONE: (732) 672-7752

EMAIL: dhagger@tatumreinsurance.com

WEB: www.tatumreinsurance.com

Tatum RE is an insurance and reinsurance intermediary/broker specializing in the Accident & Health and Casualty markets. We work with clients, producers, insurers and reinsurers to design, structure and place insurance and reinsurance programs. We have the knowledge, experience and industry relationships to empower your business with first-class partnerships.

The Benecon Group

Matthew Kirk, President & Chief Executive Officer

201 East Oregon Road, Suite 100

Lititz, PA - 17543 - United States

PHONE: (717) 723-4600

EMAIL: mkirk@benecon.com

WEB: www.benecon.com

Benecon provides self-funded medical benefit programs, offering a full suite of actuarial, compliance, finance and technology services to thousands of public and private sector employers and hundreds of thousands of employees across the United States.

Think Insurance Group

Todd Evenson, Chief Operating Officer

5989 South Rapp Street

Littleton, CO - 80120 - United States

PHONE: (720) 981-2788

EMAIL: todd@thinkinsurancegroup.com

WEB: www.thinkinsurancegroup.com

At Think Insurance Group, we go beyond traditional coverage to offer a full-spectrum approach to business insurance. We’re dedicated to supporting growing companies with tailored solutions that address every facet of their insurance needs—from comprehensive employee benefits packages to robust property and casualty coverage.

Trean Reinsurance Services, LLC

Kyle Plath, Senior Vice President

150 Lake Street West

Wayzata, MN - 55391 - United States

PHONE: (952) 974-2221

EMAIL: kyle.plath@trean.com

WEB: www.treanre.com

Trean Re provides comprehensive reinsurance solutions, delivering expert program design, placement, servicing, and consultation to insurers, captives, MGUs, TPAs, and HMOs. Trean Insurance Group’s “A” rated carriers contract with program partners in the A&H, Workers’ Compensation, P&C, and Specialty insurance/reinsurance market to strengthen performance, support growth, and expand opportunity.

Trilogy Consulting Group, Inc.

Kathy Martin-Smith, Vice President

2021 Midwest Road, Suite 200 Oak Brook, IL - 60523 - United States

PHONE: (630) 953-6278

EMAIL: kmartin-smith@trilogy-consulting.com

WEB: www.trilogy-consulting.com

Trilogy is a focused consulting practice highly experienced in the performance of Aggregate and Specific excess loss claim audits. Trilogy also performs self-funded, Taft-Hartley, and fully insured claim administration audits and operational reviews. Trilogy's clients include MGUs, Carriers, Reinsurers, TPAs and Taft-Hartley plans. Trilogy publishes The Trilogy Claims Administrative Handbook © - the premier resource for claim processing policies and procedures.

Vālenz Health®

Rob Gelb, Chief Executive Officer

Five Radnor Corporate Center, 100 Matsonford Road, #5-444 Wayne, PA - 19087 - United States

PHONE: (866) 762-4455

EMAIL: rgelb@valenzhealth.com

WEB: www.valenzhealth.com

Vālenz Health® is the platform to simplify healthcare – the destination for patients, payers, providers, and plans to reduce costs, improve quality, and elevate the healthcare experience. Vālenz engages early and often for smarter, better, faster healthcare.

Vault Strategies

Dalton Jensen, Senior Vice President

501 South Towanda Barnes Road, Suite 3

Bloomington, IL - 61705 - United States

PHONE: (309) 531-9248

EMAIL: dalton@allthingsvault.com

WEB: www.allthingsvault.com

Vault Strategies is a healthcare solutions company committed to optimizing benefits, managing risk, and reducing costs. Through our integrated service ecosystem, we empower partners to deliver high-quality, affordable care. Our focus on collaboration and sustainability drives long-term success for our clients and healthier outcomes for the communities they serve.

Wholesure Specialty Benefit Placement

Allison Johnson, Client Advisor & Partner

5575 Tech Center Drive, #103

Colorado Springs, CO - 80919 - United States

PHONE: (719) 575-0411

EMAIL: akjohnson@wholesure.com

WEB: www.wholesure.com

Wholesure is one of the largest wholesale insurance groups in North America, delivering speed, expertise, and personalized service, powered by technology. Our Employee Benefits division specializes in stop-loss and ancillary solutions tailored for broker partners, consultants and third-party administrators.

Windsor Strategy Partners, Inc.

Paul Fallisi, President

13 Roszel Road, Suite C-204A Princeton, NJ - 08540 - United States

PHONE: (609) 275-6550

EMAIL: pfallisi@wspactuaries.com

WEB: www.wspactuaries.com

Wisterm

Ryan Mitchell

1950 West Corporate Way

Anaheim, CA - 92801 - United States

PHONE: (877) 907-7773

EMAIL: marketing@wisterm.com

WEB: www.wisterm.com

Wisterm is an award-winning provider of consulting and risk-mitigation products, including commercial risk, investment, wealth, retirement, employee benefit, and reinsurance solutions. We help employers and partners navigate risk, funding, and compliance with clarity and confidence.

Zelis

Kathy Baker, Director, Segment Marketing

149 Newbury Street

Boston, MA - 02116 - United States

PHONE: (888) 311-3505

EMAIL: kathy.baker@zelis.com

WEB: www.zelis.com

Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers. We serve more than 750 payers, including the top five national health plans, regional health plans, TPAs and millions of healthcare providers and consumers across our platform of solutions. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts – driving real, measurable results for clients.

Captive Management

Alliance Captive Management

Harry Tipper, Co-Founder & Chief Underwriting Officer

424 Church Street, Suite 800

Nashville, TN - 37219 - United States

PHONE: (508) 287-7439

EMAIL: htipper3@comcast.net

WEB: www.alliancecaptivemgt.com

Alliance Captive Management offers the risk assessment, formation, and management services you need to make your US-domestic captive a success. Our experienced captive professionals oversee the details so that you obtain the maximum risk management and risk financing benefits available from captive ownership.

Aon

Bob Black, Executive Managing Director

200 East Randolph Street, 7th Floor Chicago, IL - 60601 - United States

PHONE: (312) 560-1824

EMAIL: robert.black@aon.com

WEB: www.aon.com

Berkley Accident and Health

Brad Nieland, President and Chief Executive Officer

100 American Metro Boulevard Hamilton, NJ - 08619 - United States

PHONE: (609) 584-6990

EMAIL: contact@berkleyah.com

WEB: www.BerkleyAH.com

Berkley Accident and Health is a risk management leader that offers a creative, analytical approach to risk with the strong backing of our parent, W. R. Berkley Corporation, a Fortune 500 company. We are a direct writer of Stop-Loss insurance in all 50 states. Policies are issued by Berkley Life and Health Insurance Company, rated A+ (Superior) by A.M. Best. We also offer Stop-Loss Group Captives, which provide small- and midsize companies with a gateway to self-funding.

From Passenger to Pilot

Learn how employers can take control of their healthcare costs by self-funding in a Medical Stop Loss Group Captive

Gain clarity and control with increased transparency into claims data and program performance

Take strategic action by turning claims insights into tailored cost containment solutions

Enjoy financial and operational benefits like stabilized costs and dividend potential

Control healthcare costs with confidence. Contact our team to learn how a Medical Stop Loss group captive can work for your company.

Blackwell Captive Solutions

Scott Byrne, President

2557 Dexter Street

Denver, CO - 80207 - United States

PHONE: (303) 667-5198

EMAIL: Scottb@blackwellcaptive.com

WEB: www.blackwellcaptive.com

At Blackwell Captive Solutions, we're focused on bending the healthcare cost curve…because the status quo isn't working. We offer a multitude of group stop-loss captive solutions, powered by embedded risk management tools and data analytics. Our approach to managing health plan expenditures is to reduce claims cost, which represents roughly 80% of total plan spend. Follow the dollars…and get them back!

Captive Planning Associates, LLC.

John Capasso, Chief Executive Officer

Five Greentree Centre, 525 Route 73 North, Suite 218

Marlton, NJ - 08053 - United States

PHONE: (888) 305-8889

EMAIL: jcapasso@captiveplanning.com

WEB: www.captiveplanning.com

We are a boutique captive management firm specializing in innovative single-source, turn-key alternative risk solutions. Through our interdisciplinary approach to risk management, we provide a preliminary analysis of your company's current state, prepare in-depth feasibility studies incorporating independent actuarial risk assessment, and implement corporate best practices risk mitigation programs.

Captive Resources, LLC

Joseph Parrilli, Executive Vice President, Captive Executive

1100 North Arlington Heights Road

Itasca, IL - 60143 - United States

PHONE: (630) 626-8796

EMAIL: jparrilli@captiveresources.com

WEB: www.captiveresources.com

For four decades, Captive Resources has provided expert consulting services to group captive insurance companies and their member-owners. We currently advise 50 Casualty and Medical Stop-Loss group captives, comprised of 7,200+ member-companies from across the U.S. and $5.2+ billion in premium (as of June 2025).

ClearPoint Health

Ashley Trahan, Senior Vice President, Growth Marketing & Partnerships

1122 Lady Street

Columbia, SC - 29201 - United States

PHONE: (864) 813-9617

EMAIL: marketing@getclearpoint.com

WEB: www.getclearpoint.com

ClearPoint Health is a specialty wholesaler and platform for alternative funding strategies, offering evolved captives, level-funded plans, and medical stop-loss through a single RFP. Our data-driven approach matches employers with optimal funding models and partners, empowering benefit advisors to deliver smarter, more sustainable healthcare strategies for their clients.

Davies

Nick Frost, President, Captive Management

6015 Resource Lane

Lakewood Ranch, FL - 34202 - United States

PHONE: (800) 322-1276

EMAIL: Nick.Frost@davies-group.com

WEB: www.davies-group.com/northamerica

Our team delivers full-service captive capabilities, including feasibility studies, incorporation services, reinsurance and insurance advice, full ongoing management services, and exit solutions. We help our clients determine the risks and layers that should be retained, and help clients locate fronting and reinsurance partners, as well as leading thirdparty service providers in the industry.

GPW and Associates

Katie Elsberry

3101 North Central Avenue, Suite 400

Phoenix, AZ - 85044 - United States

PHONE: (602) 200-6900

EMAIL: kelsberry@gpwa.com

WEB: www.gpwa.com

HealthClaim Review® (Considine & Associates Inc.)

James Considine, MD, MBA, President and Chief Executive Officer

320 Goddard Way, Suite 150 Irvine, CA - 92618 - United States

PHONE: (949) 470-1800

EMAIL: jimconsidine@healthclaim.net

WEB: www.healthclaim.com

HealthClaim Review® (a Considine & Associates Inc. company) performs physician specialist audit and hospital/facility bill review services to ERISA groups, TPAs, health plans, MGUs and stop-loss carriers. Hospital bill audit and negotiation is provided on a flat fee basis, customized by case. We also provide DRG Record Validation and Medicare repricing.

Medical Captive Underwriters

Don McCully, President

405 West Superior Street, Suite 604

Chicago, IL - 60654 - United States

PHONE: (703) 966-9797

EMAIL: don@medicalcaptive.com

WEB: www.medicalcaptive.com

Employers with 50 to 500 enrolled employees who are frustrated by renewal volatility or bloated fully insured plans. We partner with consultants who know self-funding, understand risk, and want to bring smarter options to the table. If your client wants plan-level control, real savings, and written transparency, not just a polished pitch, Medical Captive Underwriters is your solution. Think credit unions, nonprofits, healthcare organizations, manufacturers, multi-state groups looking for uniformity across jurisdiction: any employer that wants savings without chaos. Our clients treat healthcare as a strategic advantage, not just a line item.

Risk Management Advisors

Jarid Beck, Managing Director

2040 Main Street, Suite 450

Irvine, CA - 92614 - United States

PHONE: (562) 472-2846

EMAIL: sstraley@riskmgmtadvisors.com

WEB: www.riskmgmtadvisors.com

Risk Management Advisors is a national firm specializing in captive insurance company management. We offer holistic, multi-faceted risk management strategies developed with industry expertise. As the 5th largest captive manager in the U.S., managing over 1000 entities with $1B+ in premiums, our goal is to maximize clients' success through tailored insurance solutions.

Risk Strategies Company

Matt Smith, Managing Director

8000 West 78th Street, Suite 280

Edina, MN - 55439 - United States

PHONE: (206) 359-0465

EMAIL: msmith@risk-strategies.com

WEB: www.risk-strategies.com

Skyward Accident & Health

Michael Remeika, Divisional President, Accident & Health

600 TownPark Lane, Suite 500 Kennesaw, GA - 30144 - United States

PHONE: (713) 935-4800

EMAIL: ah-sales@skywardinsurance.com

WEB: www.skywardinsurance.com

Skyward A&H, rated A by AM Best, a direct writer of medical stop-loss, brings creative underwriting solutions to our producer partners. Our consultative approach helps our partners identify top vendors to manage employer costs. Contact us to learn more about our captive, AI, RBP & Rx underwriting capabilities.

Strategic Risk Solutions, Inc.

Wendy Dine, Associate Director 2352 Main Street

Concord, MA - 01742 - United States

PHONE: (202) 629-2742

EMAIL: wendy.dine@strategicrisks.com

WEB: www.strategicrisks.com

Strategic Risk Solutions is the world's largest independent insurance company manager. SRS has vast experience assisting clients in developing, implementing and managing both single-parent and group captives, writing medical stop-loss and various employee benefit lines of coverage.

True Captive Insurance

David Voorhees, Chief Executive Officer

12980 Foster Street, Suite 220

Overland Park, KS - 66213 - United States

PHONE: (913) 370-7123

EMAIL: david.voorhees@truecaptive.com

WEB: www.truecaptive.com

As a pioneering and transparent captive insurance partner, we are dedicated to delivering exceptional customer experiences through collaboration, financial alignment, and an employee-centric approach. We help customers with innovative solutions to manage expenses while prioritizing care. Our commitment ensures lower costs and healthier outcomes for all, representing a truly superior approach to captive insurance.

Underwriting Management Experts

Robert Glorioso, Chief of Staff

900 Forty Foot Road

Landsdale, PA - 19446 - United States

PHONE: (267) 663-9876

EMAIL: rglorioso@umexperts.com

WEB: www.umexperts.com

As a full-service Managing General Underwriter (MGU), UME offers underwriting, policy binding, contract issuance, premium collection, and claims payment. UME provides excellent customer service by focusing on responsiveness and flexibility to meet the needs of our partners.

Vault Strategies

Dalton Jensen, Senior Vice President

501 South Towanda Barnes Road, Suite 3

Bloomington, IL - 61705 - United States

PHONE: (309) 531-9248

EMAIL: dalton@allthingsvault.com

WEB: www.allthingsvault.com

VNAS Risk, Inc.

Allie Fletcher, Business Development Manager

1123 Egret Circle South Jupiter, FL - 33458 - United States

PHONE: (773) 558-8085

EMAIL: alliefletcher@vnasrisk.com

WEB: www.vnasrisk.com

VNAS Risk specializes in the design, formation, and management of captive insurance companies across domestic and international jurisdictions. With deep industry expertise and a hands-on approach, VNAS delivers tailored, costeffective solutions for businesses seeking greater control over their insurance programs, risk financing, and longterm financial stability.

Cost Containment/Care Management

6 Degrees Health

Heath Potter, Chief Growth Officer

3439 North East Sandy Boulevard, Suite 384

Portland, OR - 97232 - United States

PHONE: (503) 640-9933

EMAIL: heathpotter@6degreeshealth.com

WEB: www.6degreeshealth.com

6 Degrees Health is a healthcare cost containment company dedicated to achieving superior results while prioritizing a best-in-class customer and member experience. We leverage both clinical expertise and innovative technology to deliver fair reimbursements and enhance payment accuracy.

90 Degree Benefits

Gene Rodgers, Chief Operating Officer

Corporate Office - 450 Riverchase Parkway East Birmingham, AL - 35244 - United States

PHONE: (833) RGT-TURN - (833) 748-8876

EMAIL: Gene.Rodgers@90degreebenefits.com

WEB: www.90DegreeBenefits.com

A & M International Health Plans, LLC

Joseph Antonell, Chief Executive Officer/President 1417 Sadler Road, #354

Fernandina Beach, FL - 32034 - United States

PHONE: (786) 766-9206

EMAIL: jmvantonell@aandmihp.com

WEB: www.aandmihp.com

We specialize in Bill Review, auditing, claims Management, and medical cost containment. Our clients include insurance providers, domestic and international (Self-Funded Plans, PMI, iPMI, Travel Insurance), TPAs, Reinsurance Companies, and Employer-Funded Health Plans. We are committed to working closely with our clients and medical providers to ensure customer satisfaction, significantly optimize loss ratios, and achieve a profitable business portfolio.

Advanced Medical Strategies

Donna Fosthoffer, EA

50 Salem Street, Building A106

Lynnfield, MA - 01940 - United States

PHONE: (855) 224-9711

EMAIL: dforsthoffer@amspredict.com

WEB: www.amspredict.com

Advanced Medical Strategies (AMS) is the premier provider of payment integrity, risk management, and business intelligence solutions to identify and address excessive claims, prevent and recoup overpayments, and effectively manage the risks associated with high-cost claimants and group health underwriting.

Advanced Risk Managers, LLC

Mimi Choi, Founder and President

584 Castro Street, #286

San Francisco, CA - 94114 - United States

PHONE: (415) 854-0800

EMAIL: mimichoi@advanrm.com

WEB: www.advanrm.com

Advanced Risk Managers specializes in mitigating risk from high-cost medical claims. Backed by 30+ years of clinical and claims expertise, we help insurers reduce large-loss exposure through expert claims audits with sign-off, medical underwriting insights, and tailored medical management solutions—safeguarding your bottom line at every level.

aequum LLC

Christine Cooper, Chief Executive Officer

1111 Superior Avenue East, Suite 1360

Cleveland, OH - 44114 - United States

PHONE: (216) 539-9370

EMAIL: ccooper@aequumhealth.com

WEB: www.aequumhealth.com

For more than a decade, aequum has been providing medical billing defense to health plans and participants. aequum has developed a comprehensive product, including true legal support by skilled attorneys, focused on reducing participant stress while generating significant cost savings (97% of disputed charges!).

Affinity Empowering

Scott Storrer, President & Chief Executive Officer

871 Venetia Bay Boulevard

Venice, FL - 34285 - United States

PHONE: (215) 704-2793

EMAIL: sstorrer@affinityempowering.com

WEB: www.affinityempowering.com

Affinity Empowering is a top health services and digital technology company serving clients broadly across the healthcare continuum, both in the private and public sectors. Our core solutions span digital whole health, telehealth, in-home clinical care, addiction recovery, diagnostics, and specialty pharmaceuticals.

American Health Holding, Inc.

Deanna Duvall, Senior Project & Program Manager

7400 West Campus Road, Suite 300

New Albany, OH - 43054-8768 - United States

PHONE: (866) 614-4244

EMAIL: ahhinfo@ahhinc.com

WEB: www.americanhealthholding.com

American Health Holding, Inc. is a URAC-accredited, national medical management company providing comprehensive, integrated solutions that support millions of members across the health care continuum. American Health delivers cost savings through flexible solutions, clinical expertise, leading proprietary technology and advanced reporting, while improving quality of care for members.

Brad Hansen VP of Provider Relations

Aphora Health

Caroline Michiels, Chief of Staff

5000 Centregreen Way, Suite 500

Cary, NC - 27513 - United States

PHONE: (800) 693-8141

EMAIL: carolinemichiels@aphorahealth.com

WEB: www.aphorahealth.com

We help self-insured employers save up to 70% on specialty, brand, and generic medications. Our care navigation team provides our customers with personal attention, and our platform integrates seamlessly with existing processes, guaranteeing no disruptions to service and care. Contact us to receive a free cost analysis illustrating your savings.

AscellaHealth, LLC

Dea Belazi, Chief Executive Officer

1055 Westlakes Drive, Suite 200

Berwyn, PA - 19312 - United States

PHONE: (877) 389-9040

EMAIL: valerie.thomas@ascellahealth.com

WEB: www.ascellahealth.com

AscellaHealth, a global healthcare and life sciences solutions company, provides cost-containment strategies for managing specialty drug spend to captives, self-insured companies, at-risk providers, and health plans. Our core offerings include site of care optimization, pharmacy and medical GPO discount management, 100% access to specialty medications, and one point of contact for patient and pharmacy services.

Avandé, Inc.

Matthew Harrison, Chief Operating Officer

1000 North West Street, Suite 1200 Wilmington, DE - 19801 - United States

PHONE: (833) 328-2633 Ext. 713

EMAIL: mharrison@avande.net

WEB: www.avande.net

Avandé does not replace your vendors. We catch what they miss. Most cost containment efforts attack the lowhanging fruit - they do not attack the root problem. Avandé’s team of specialist physicians looks where others do not. Try us with one claim and we’ll show you what we can save.

Avelis Health

Angel Onuoha, Chief Executive Officer

8110 Laughing Falcon Trail

Conroe, TX - 77385 - United States

PHONE: (346) 395-7118

EMAIL: angel@avelishealth.com

WEB: www.avelishealth.com

We are an AI-powered payment integrity vendor that leverages advanced machine learning to analyze medical claims pre-payment, identify billing errors, and recover savings for health plans and TPAs. We also provide end-to-end provider dispute resolution, post-pay audits, and healthcare spend tracking to bring transparency into where plan dollars are spent.

Beacon HCI

Sheila Davis, Director, Business Development

816 Roanoke Boulevard

Salem, VA - 24153-5261 - United States

PHONE: (540) 627-6221

EMAIL: sdavis@beaconhci.com

WEB: www.beaconhci.com

Beacon HCI is the pioneer in the Cost Containment and Healthcare Bill Review industry. We have been experts in the industry for over 25 years. Our combination of world-class in-house development and second-to-none nurse review positions us as the leading authority, ensuring true and accurate healthcare bills. We are trusted by companies nationwide. Experience the Beacon HCI advantage.

CareATC, Inc.

Paul Keeling, Chief Business Development Officer

4500 South 129th East Avenue

Tulsa, OK - 74134 - United States

PHONE: (918) 779-7400

EMAIL: sales@careatc.com

WEB: www.careatc.com

CareATC, Inc. is a leader in population health management, specializing in providing innovative, comprehensive healthcare solutions through employer-sponsored worksite clinics. With over 20 years of experience, CareATC delivers personalized care to employees and their families, fostering healthier workplaces and communities. Our mission is to reimagine the healthcare experience so that everyone has the power to be well.

CERIS

Danielle Betancourt, Marketing Director

5128 Apache Plume Road, Suite 400

Fort Worth, TX - 76109 - United States

PHONE: (714) 624-9222

EMAIL: danielle_betancourt@ceris.com

WEB: www.ceris.com

CERIS is a payment integrity partner with 30 years of experience, serving payers to help them contain costs on their hospital bills with pre- and post-pay reviews.

ClaimDOC

Omar Arif, Senior Vice President of Growth

3200 Westown Parkway

West Des Moines, IA - 50266 - United States

PHONE: (469) 939-7286

EMAIL: oarif@claim-doc.com

WEB: www.claim-doc.com

ClaimDOC, a national medical claim auditing and member advocacy company, is driven to help employers deliver successful and sustainable medical plans for their employees. DirectAccess+® — ClaimDOC’s unique RBP model — leverages superior member advocacy to build partnerships with members and providers while maintaining a 360° View of Risk™ as co-fiduciary.

ClaimsBridge

Kevin Gibson, Chief Executive Officer

1511 Ritchie Highway, Suite 205

Arnold, MD - 21012 - United States

PHONE: (410) 349-3222

EMAIL: kgibson@claimsbridge.com

WEB: www.claimsbridge.com

ClaimsBridge delivers high-performance solutions that reduce costs, increase accuracy, and raise the bar for the entire healthcare claims lifecycle. Our Connect and Navigator products enable claim capture, pre-adjudication and routing for payment through our industry-leading Celerity engine. Our service team covers balance bill, legal and appeals support.

ClearCost Health

Christopher Santas, Chief Executive Officer & Co-Founder 15 Hillcrest Avenue

Larkspur, CA - 94939-1011 - United States

PHONE: (415) 987-4125

EMAIL: csantas@clearcosthealth.com

WEB: www.clearcosthealth.com

ClearCost Health is a customizable provider search and price transparency solution. Our expertise lies in working with large self-funded employers, health plans, TPAs, and other partners to build a search tool unique to each individual plan and benefit offering.

ClearHealth Strategies

Brian Wroblewski, Executive Vice PresidentSales & Marketing P.O. Box 366667

Bonita Springs, FL - 34136 - United States

PHONE: (414) 899-4100

EMAIL: bwroblewski@clearhealthstrategies.com

WEB: www.clearhealthstrategies.com

ClearHealth Strategies provides leading technology and services for reference-based pricing, out-of-network, supplemental network, and surprise billing programs. The market-leading technology allows clients to define and design the program with a turnkey approach whereby ClearHealth manages profile building, claim pricing, balance billing, hold harmless, and arbitration (IDR) processes. Contact ClearHealth for a technology demo today!

Context 4 Healthcare

Mike Tuomey, Director of Payer Sales 55 Shuman Boulevard, Suite 650 Naperville, IL - 60563 - United States

PHONE: (630) 321-2986

EMAIL: mike.tuomey@context4.com

WEB: www.context4healthcare.com

The Context4 Reference-based Pricing (C4RBP) Solution is our in-depth, accurate claim repricing cloud-based solution. Combining 100% accurate Medicare pricing using the full CMS Prospective Payment Systems (PPS) software with Context’s industry-proven Usual, Customary, and Reasonable (UCR) fee schedules, the C4RBP solution provides proven, defensible healthcare pricing with unmatched accuracy.

CuraLinc

Healthcare

Kelli Bailey, Vice President of Strategic Partnerships

314 West Superior Street, Suite 601

Chicago, IL - 60654 - United States

PHONE: (224) 534-5547

EMAIL: kbailey@curalinc.com

WEB: www.curalinc.com

CuraLinc partners with TPAs to deliver modular, white-labeled behavioral health and EAP solutions that integrate with medical management and population health strategies. Our care model combines high-touch advocacy with digital navigation, offering tiered support from prevention to complex care, helping reduce MHSA and disability claims, improve productivity, and drive ROI.

Davies

Tammy Burns, Senior Vice President

6015 Resource Lane

Lakewood Ranch, FL - 34202 - United States

PHONE: (800) 322-1276

EMAIL: tammy.burns@us.davies-group.com

WEB: www.davies-group.com/northamerica

Davies Excess Claims Management Services provide claims evaluation and review of self-funded employer stop-loss claims, establish claim reserves, and manage claims processes on behalf of carriers, MGUs and risk-bearing entities. We also excel at claims management for HMO Reinsurance, Provider Excess of Loss and Medical Excess of Loss programs.

ELMCRx Solutions LLC

Mary Ann Carlisle, Chief Revenue Officer 101 East Lancaster Avenue, Suite 301 Wayne, PA - 19087 - United States

PHONE: (484) 433-1412

EMAIL: mcarlisle@elmcgrp.com

WEB: www.elmcrx.com

ELMCRx Solutions helps self-funded employers, labor groups, consulting firms, TPAs and insurers navigate rising prescription drug costs through a comprehensive and growing hub of PBM and health plan solutions. Our suite combines real-time oversight, clinical programs, and advanced analytics.

Emerging Therapy Solutions

Ashley Hume, President

2001 Killebrew Drive, Suite 240 Bloomington, MN - 55425 - United States

PHONE: (877) 445-4822

EMAIL: ashley.hume@emergingtherapies.com

WEB: www.emergingtherapies.com

Expion Health

Mark Lawrence, Vice President, Pharmacy Business Development

9711 Washingtonian Boulevard, Suite 550

Gaithersburg, MD - 20878 - United States

PHONE: (800) 955-9600

EMAIL: mlawrence@expionhealth.com

WEB: www.expionhealth.com

Expion Health is transforming pharmacy cost containment with unbundled, modular solutions. Our award-winning ExpionIQ platform uses advanced AI to optimize rebates, specialty drug savings, and plan performance—delivering real, measurable results. We combine innovation, independence, and insight to unlock savings across both pharmacy and medical benefits.

Faros Health

Austin Browning, Chief Executive Officer

539 West Commerce Street, #3337 Dallas, TX - 75208 - United States

PHONE: (214) 296-9006

EMAIL: austin@faroshealth.com

WEB: www.faroshealth.com

Faros Health helps members access high-value care, reducing costs while improving quality. Our self-service platform captures the entire plan design, powers incentive programs, and delivers powerful analytics tools for employers. We equip every stakeholder with clear, actionable insights, empowering better care choices, stronger plan performance, and meaningful cost savings.

First Health

Michael Moravec, Product Management/Development Manager

7400 West Campus Road, Suite 300

New Albany, OH - 43054-8768 - United States

PHONE: (800) 247-2898

EMAIL: FirstHealthSales@firsthealth.com

WEB: www.firsthealth.com

First Health® offers one of the largest national PPO networks, the First Health Network, and Cofinity®, a Michiganbased network. First Health also offers supplemental rental networks, non-par claim repricing, payment integrity services and the Aetna Dental® Administrators network. First Health serves third-party administrators, carriers, employers, Taft-Hartley trusts and government entities.

Goodbill

Leslie Kwoh, Head of Growth

1522 Western Avenue, Suite 24024

Seattle, WA - 98101 - United States

PHONE: (774) 987-9672

EMAIL: leslie@goodbill.com

WEB: www.goodbill.com

Stop overpaying for hospital care. Goodbill’s award-winning solution helps self-funded plans capture savings others miss — including 501(r) hospital discounts and billing errors — before provider payments go out. On average, plans save 8% on hospital spend, and members can save up to 100% on their bills. Goodbill works seamlessly with major medical, MVP, MEC, and HRA plans — and delivers a member experience people rave about.

Goodroot

Michelle Frank, Chief Growth Officer

10 Front Street

Collinsville, CT - 06019 - United States

PHONE: (203) 509-7421

EMAIL: mfrank@goodrootinc.com

WEB: www.goodrootinc.com

Goodroot is a community of companies committed to reinventing healthcare by improving access, affordability, and transparency. Each Goodroot affiliate focuses on a specific area of healthcare, from pharmacy benefits and medical billing to provider advocacy and regulatory compliance. Together, we deliver innovative solutions that lower costs, streamline care, and create better health outcomes for individuals and organizations across the industry.

H.H.C. Group

Bob Serber, Vice President 9420 Key West Avenue, Suite 330 Rockville, MD - 20850 - United States

PHONE: (301) 963-0762

EMAIL: sales@hhcgroup.com

WEB: www.hhcgroup.com

H.H.C. Group is a national cost-containment company dedicated to ensuring its clients pay only the appropriate amounts for healthcare services. H.H.C. combines customized cost-reducing solutions, bulldog tenacity and personalized customer service to deliver the savings our clients demand and the service they deserve. A URACaccredited Independent Review Organization.

Harlowe Health

Jason Wallace, Business Development Executive 12 Parmenter Road

Londonderry, NH - 03053 - United States

PHONE: (855) 935-SAVE (7283)

EMAIL: jason@harlowehealth.com

WEB: www.harlowehealth.com/hey-we-are-harlowe

Harlowe Health empowers members with expert Nurse Navigators who use data and technology to simplify healthcare decisions. We guide individuals to high-quality, cost-effective care, incentivizing smart choices and driving real savings for self-funded plans... improving outcomes, reducing waste, and delivering a better healthcare experience for both employers and their members.

HEMOPHILIA ALLIANCE NETWORK SERVICES

ACCESS A NATIONAL NETWORK OF s

WITH INTEGRATED PHARMACY

SERVICES

pharmacy services to minimize costs: a win-win scenario for payers and their customers. At HANS, our unique model provides numerous beneﬁts for brokers, employers, captives, stop loss carriers, and TPA's including:

Cost Savings

• Working directly with HTC pharmacies, HANS can reduce bleeding disorder medication costs up to 30%

• The integration of clinical and pharmacy services enhances outcomes and reduces unnecessary dispensations

• HTC care decreases the risk of hospitalization by 40%1 compared to other sources of care

• There are NO network access fees

Collaborative Partnerships

• HANS builds a communication bridge between HTCs, brokers, and their clients to ensure that patients with bleeding disorders receive the most cost-e ective client's care

• We connect your members with best-in-class, specialized clinical care and pharmacy services to reduce ER visits, hospitalizations, and unnecessary procedures

• We collaborate and troubleshoot on your client's behalf with HTC team members

Streamlined Process

• We bring new contract proposals directly to the HTCs, minimizing the number of multiple contracts and singlecase agreements

• We facilitate e ective, e cient, and standardized processes for all stakeholders

• HANS creates a client-provider relationship team to develop uniﬁed goals, share updates, and troubleshoot issues

LEARN MORE ABOUT WHAT HANS CAN DO FOR YOU AT BROKER

1. Soucie JM Symons J Evatt B, Brettler D, Huszti H, Linden J, and the Hemophilia Surveillance System Project Investigators. Home-based factor infusion therapy and hospitalization for bleeding complications among males with hemophilia. Haemophilia 2001; 7:198-206

Healthcare Highways

Tom Silliman, Senior Vice President, Business Development

1 Cowboys Way, Suite 290

Frisco, TX - 75034 - United States

PHONE: (210) 997-9989

EMAIL: Tom.Silliman@healthcarehighways.com

WEB: www.healthcarehighways.com

Healthcare Highways offers network services and contracting solutions to self-insured employers and TPAs, which deliver repeatable and measurable savings. Our custom network solutions give clients greater control over their plan spend and plan data through proprietary tools that include repricing, network analytics, online provider directories, and provider contracting services.

HealthCheck360

Michael Kelly, Vice President, Sales

800 Main Street

Dubuque, IA - 52001 - United States

PHONE: (866) 511-0360

EMAIL: michael.kelly@healthcheck360.com

WEB: www.healthcheck360.com

HealthCheck360 is here to help manage employee health with a flexible suite of services that improve outcomes and reduce costs. We simplify population health management, cutting through the complexity of rising healthcare expenses and fragmented solutions—so you can focus on what matters most: building a healthier, more resilient workforce.

HealthClaim Review® (Considine & Associates Inc.)

James Considine, MD, MBA, President and Chief Executive Officer

320 Goddard Way, Suite 150

Irvine, CA - 92618 - United States

PHONE: (949) 470-1800

EMAIL: jimconsidine@healthclaim.net

WEB: www.healthclaim.com

HealthClaim Review® (a Considine & Associates Inc. company) performs physician specialist audit and hospital/ facility bill review services to ERISA groups, TPAs, health plans, MGUs and stop-loss carriers. Hospital bill audit and negotiation is provided on a flat fee basis, customized by case. We also provide DRG Record Validation and Medicare repricing.

HealthCorum

Keith Somers, Co-Founder & Chief Revenue Officer

55 Court Street, Second Floor

Boston, MA - 02203 - United States

PHONE: (617) 221-7190 Ext. 1

EMAIL: keith@healthcorum.com

WEB: www.healthcorum.com

HealthCorum is a healthcare data analytics company that has developed industry-leading Quality Scores, which identify providers delivering high-value care when compared to their peers. Scores and provider insights are already available for 1.5 million providers across the country and are easily integrated into point solutions to enhance the provider selection process for patients and care navigators. This optimization results in a demonstrable ROI while driving high-quality outcomes.

Hemophilia Alliance

Jennifer Borrillo, Senior Vice President, Member and Community Relations

2655 Ulmerton Road, #263

Clearwater, FL - 33762 - United States

PHONE: (504) 376-5282

EMAIL: borrillo@hemoalliance.org

WEB: www.hemoalliance.org

The Hemophilia Alliance works on behalf of federally designated Hemophilia Treatment Centers (HTCs) with employers, self-insured plans, brokers, stop-loss carriers, and payers on cost containment while prioritizing highquality, comprehensive care and integrated pharmacy services. The Hemophilia Alliance is a member organization made up of federally recognized HTCs with 340b pharmacies.

Highlight Health

Haillie Reames

399 Market Street, Suite 320 Philadelphia, PA - 19106 - United States

PHONE: (267) 443-8426

EMAIL: haillie@highlight.health

WEB: www.highlight.health

Highlight Health is redefining cost containment for self-funded health plans, participants, and stop-loss carriers. We save money for plans and participants and assist plan sponsors in fulfilling their fiduciary duties. We are an independent, nationally recognized healthcare cost containment company that uses innovative technology and sound industry knowledge and experience to drive success. We apply our expertise, supported by world-class technology, to push the industry standard for independent healthcare cost containment and guidance.

vgmhomelink.com • 800-482-1993 • homelinkreferrals@vgm.com

HOMELINK

Sophie Marks

1111 Van Miller Way

Waterloo, IA - 50704 - United States

PHONE: (319) 429-3987

EMAIL: sophie.marks@vgmhomelink.com

WEB: www.vgmhomelink.com

HOMELINK is an innovative national provider of integrated specialty services to the healthcare and workers’ compensation industries. As a privately held, employee-owned company, our associates are naturally motivated to help the payers, patients, and providers we service achieve great outcomes. Our commitment to delivering superior customer service is backed by our proprietary technology to ensure that information is received in a timely fashion for a coordinated and efficient offering across the continuum of care.

Hostcare Resources

Kristen Thomas, Director of Client Relationships

120 8th Avenue NE

DeMotte, IN - 46310 - United States

PHONE: (219) 987-4532

EMAIL: kthomas@hostcareresources.com

WEB: www.HostcareResources.com

Hostcare Medical Navigation and Travel provides a patient-centered service, reducing healthcare costs for members and self-funded plans. Hostcare secures transparent, bundled pricing for advanced imaging, specialty Rx and over 400 domestic surgical procedures, including orthopedics, spine, cardiac, general surgery, ENT and gynecology. Travel Specialists coordinate appointments and all travel arrangements.

HPC

Patrick Crites, President & Co-Founder

2272 Weldon Parkway

St. Louis, MO - 63146 - United States

PHONE: (314) 780-9151

EMAIL: patrick.crites@hpcmembers.com

WEB: www.healthpayerconsortium.com

Since 2014, HPC has provided large claim cost containment that leads the market with a combination of technology, talent and tenacity. Today, we are the preferred vendor for the largest Reinsurers and Stop-Loss Carriers in the market and have expanded our offerings to help health plans save more on every claim.

Imagine360

Tom Wittick, Senior Vice President of Growth

1550 Liberty Ridge Drive, Suite 330

Wayne, PA - 19087 - United States

PHONE: (610) 805-5142

EMAIL: twittick@imagine360.com

WEB: www.imagine360.com

Imagine360 offers an integrated health plan addressing critical challenges businesses face: healthcare costs harm the bottom line, employees can't afford care, and the experience is poor. Imagine360's model includes preferential provider contracts, care coordination, TPA services and additional price protection through reference-based pricing that saves up to 30% over national carriers.

ImpaxRX

Charlie Kane, Vice President of Operations

1825 NW Corporate Boulevard, S-110

Boca Raton, FL - 33431 - United States

PHONE: (954) 448-0834

EMAIL: charlie.kane@impaxrx.com

WEB: www.impaxrx.com

For self-funded healthcare employers who need to provide high-cost specialty medications to their employees, ImpaxRX™ is a supplemental pharmaceutical solution that administers a proven proprietary process that will lower specialty medication costs for qualified individuals. Fees are calculated after the plan has saved the claim cost.

INTERLINK Health

Cassandra McKinney, Vice President of Client Experience

4660 NE Belknap Court, Suite 209

Hillsboro, OR - 97124 - United States

PHONE: (503) 640-2000

EMAIL: Cassandra@interlinkhealth.com

WEB: www.Interlinkhealth.com

INTERLINK Health is a managed-care company that builds Centers of Excellence networks to contain costs and improve outcomes for high-cost, low-frequency procedures—like organ/bone-marrow transplants and complex cancer care—through their Transplant, Cancer CARE For Life, and Gene & Cell Therapy programs.

INTERVENT International, LLC

Neil Gordon, Chief Executive Officer

22 Bull Street, Suite 300

Savannah, GA - 31401 - United States

PHONE: (912) 346-9301

EMAIL: neil@myintervent.com

WEB: www.interventhealth.com

INTERVENT is a physician-led, global, technology-driven, behavior change and population health management company. INTERVENT provides credible, trusted and proven AI-powered chronic care management services. INTERVENT's digital/telehealth programs focus on coaching and RPM to empower individuals to better prevent/ manage chronic conditions, thereby reducing healthcare costs while enhancing health, well-being and productivity.

Leap Health

Robert LaHayne, Chief Executive Officer

667 Madison Avenue, 21st Floor

New York, NY - 10065 - United States

PHONE: (917) 789-4399

EMAIL: rlahayne@leaphealth.com

WEB: www.leaphealth.com

Provider of at-home infusion services with direct specialty pharmacy contracts to reduce employer specialty pharma spend by eliminating provider mark-ups.

Lucid Diagnostics

Jim Fricchione, Vice President - Employer Markets

360 Madison Avenue, 25th Floor

New York, NY - 10017 - United States

PHONE: (617) 921-794

EMAIL: JMF@LucidDx.com

WEB: www.esoguard.com

At Lucid Diagnostics, we believe early detection will make esophageal cancer a disease of the past. We're using next-generation sequencing to fundamentally change the way esophageal precancer is detected. Our groundbreaking EsoGuard DNA test assesses genes from cells collected from the esophagus in a quick, non-invasive procedure. This gives clinicians the ability to detect disease before it progresses to cancer, all without the need for sedation.

Lumelight SIR

Jana Miller, Analytics Sales

1829 Reisterstown Road, Suite 100

Pikesville, MD - 21208 - United States

PHONE: (888) 663-6503 Ext. 1017

EMAIL: jana.miller@lumelight.com

WEB: www.lumelight.com

Self Insured Reporting (SIR) is now Lumelight SIR. Our SaaS analytics solution is built for self-insured employers and advisors, delivering clarity, control, and confidence. It replaces manual processes with automation, enabling proactive cost management, accurate analytics, and complete financial reporting, all in one seamless, easy-to-use platform.

Technology Enabled Solutions

Empowering better decision-making with independent specialty reviews, high-cost specialty drug reviews, virtual 2nd opinion solutions and benchmarking analytics

MRIoA is a cutting-edge technology-enabled provider of clinical insights to Third-Party Administrators (TPAs) and self-insured employers. Our services utilize advanced analytics and evidence-based clinical opinions derived from independent specialty reviews, virtual second opinion solutions, and GLP-1 and cell and gene therapy reviews. These innovative approaches empower our clients to make better, more informed decisions regarding healthcare and treatment options.

To inquire about our services or legislative bills, contact MRIoA today

MacroHealth

Aarti Karamchandani, Chief Growth Officer

5209 Lake Washington Boulevard NE, #100

Kirkland, WA - 98033 - United States

PHONE: (312) 953-4258

EMAIL: shayla.wentz@macrohealth.com

WEB: www.macrohealth.com

Trusted by leading healthcare Payers and enterprises, MacroHealth is modernizing the healthcare marketplace to measurably improve access, cost, and quality. MacroHealth's Intelligent Health Market-as-a-Service (IHMaaS) platform leverages data science and industry-standard interoperability to enable Payers and Health Market Partners to optimize and connect their unique healthcare ecosystems.

Medical Review Institute of America

Bre Legler, Marketing Manager

2875 South Decker Lake Drive, Suite 300

Salt Lake City, UT - 84119 - United States

PHONE: (800) 654-2422

EMAIL: Bre.Legler@mrioa.com

WEB: www.mrioa.com

Medical Review Institute of America (MRIoA) is a technology-enabled provider of clinical insights to TPAs and self-insured employers through analytics, regulatory monitoring and evidence-based clinical opinions derived from independent specialty reviews and virtual 2nd opinion solutions that empower better decision-making. MRIoA is your utilization and clinical review solution partner.

medlitix

Stephen Keresztes, Vice President

7500 Brooktree Road, Suite 300

Wexford, PA - 15090 - United States

PHONE: (617) 997-6199

EMAIL: skeresztes@mlxiro.com

WEB: www.mlxiro.com

medlitix, a URAC-accredited Independent Review Organization, delivers a powerful suite of intelligent, data-driven tools designed to optimize clinical decision-making. By streamlining prior authorization, enhancing utilization review, providing expert second opinions, and evidence-based external appeals, we ensure patients receive the right care— when and where they need it.

MedWatch, LLC

Abbey McLellan, Marketing Specialist

400 Colonial Center Parkway, Suite 320

Lake Mary, FL - 32746 - United States

PHONE: (321) 340-6017

EMAIL: abbey.mclellan@urmedwatch.com

WEB: www.urmedwatch.com

MedWatch provides Medical Management & Member Advocacy solutions for self-funded benefit plans. URACAccredited in UM, CM and DM, and acknowledged as best-in-class for Pathways Concierge Member Advocacy & Support, MedWatch delivers comprehensive, tailored solutions that improve clinical and financial outcomes, empowering health plans and members to access quality care at the right cost.

Medzown, Inc.

Jessica McCarthy, Chief Operating Officer

1065 SW 8th Street, Suite 5697

Miami, FL - 33130 - United States

PHONE: (561) 203-9306

EMAIL: jessica.mccarthy@medzown.com

WEB: www.medzown.com

Medzown’s scientists and platform identify and access the “right” clinical trials for patients with cancer and other serious diseases. A high-touch support model ensures patients access and enroll in trials, benefiting patients, payers, and pharma without bias.

Meeko Health

Amil Patel, Co-Founder & Chief Executive Officer

85 Aquavista Way

San Francisco, CA - 94131 - United States

PHONE: (262) 510-3983

EMAIL: amil@meekohealth.com

WEB: www.meekohealth.com

Meeko Health helps self-funded employers and TPAs catch rising-risk members before they become catastrophic claims. Using predictive analytics and clinical pharmacists, Meeko intervenes directly with physicians to optimize care paths, improve outcomes, and prevent avoidable costs‚ offering a proactive, physician-facing solution that fills the gap traditional programs miss.

MINES and Associates, Inc.

Dani Kimlinger, Chief Executive Officer 10367 West Centennial Road

Littleton, CO - 80127 - United States

PHONE: (800) 873-7138

EMAIL: dckimlinger@minesandassociates.com

WEB: www.minesandassociates.com+AB286

Since 1981, MINES & Associates has been a leading international business psychology firm. Specializing in employee assistance programs, behavioral health services, managed care programs, and risk management strategies, MINES offers specialized networks that enhance healthcare access and cost-effectiveness for organizations of any size or industry.

Navion

Kiley Ward, Chief Revenue Officer

5500 Main Street, #220

Williamsville, NY - 14221 - United States

PHONE: (602) 614-4808

EMAIL: kward@navionrx.com

WEB: www.navionrx.com

Navion specializes in independent pharmacy benefit consulting and PBM contract management, delivering strategic, data-driven solutions that improve pharmacy benefit performance, increase transparency, and reduce costs for TPAs, stop-loss providers, benefit brokers and consultants and the groups they serve. Our expertise spans PBM procurement, contract audits, cost-containment strategies, and ongoing pharmacy benefit oversight.

Nokomis

Chris Wilson, Executive Vice President

206 North First Street

Minneapolis, MN - 55401-1404 - United States

PHONE: (612) 825-2342

EMAIL: rhenriksen@nokomishealth.com

WEB: www.nokomishealth.com

Nomi Health

Heath Parker, Senior Vice President, Global Sales

15 North Rio Grande Street

Salt Lake City, UT - 84101 - United States

PHONE: (614) 774-8277

EMAIL: heath.parker@nomihealth.com

WEB: www.nomihealth.com

Nomi Health is changing the economics of healthcare for buyers of care and their partners. We simplify the business of healthcare with actionable analytics, direct access to medical and pharmacy services, and payment rails and programs built specifically for self-funded employers, governments and their partners, such as TPAs, brokers, and consultants.

Northwell Direct

Brett Burlin, Vice President, Head of Sales

130 East 59th Street

New York, NY - 10022 - United States

PHONE: (516) 375-7808

EMAIL: bburlin@northwell.edu

WEB: www.northwelldirect.northwell.edu

Novo Connection, LLC

Melissa Saturnino, Chief Operating Officer 11755 East Peakview Avenue, Suite 250 Englewood, CO - 80111 - United States

PHONE: (408) 386-1655

EMAIL: jshannon@blackstone-cg.com

WEB: www.novoconnection.com

Novo Connection is a self-funded technology platform that includes analytics, recommendations, quoting, program building, stop-loss shopping, and reporting capabilities all under one roof. By mining claims data, our platform makes intelligent recommendations to lower costs. Novo Connection offers everything from competitive stop-loss shopping to vendor implementation, making self-funding easy!

OptMyCare, Inc.

Antony Pfaffle, Co-Founder

325 North St. Paul Street, Suite 3100

Dallas, TX - 75201 - United States

PHONE: (917) 375-7145

EMAIL: apfaffle@opt-mycare.com

WEB: www.Opt-mycare.com

Our company provides software to service risk, stratification and mitigation as well as cost prediction for riskbearing entities, including stop-loss and reinsurance companies.

Payer Matrix

Dana Camacho, Account Manager/Executive Assistant to CBO

1400 North Providence Road, Building 2, Suite 5000

Media, PA - 19063 - United States

PHONE: (877) 305-6202

EMAIL: dana.camacho@payermatrix.com

WEB: www.payermatrix.com+AB322

Payer Matrix, LLC is a U.S.-based Specialty Drug Advocacy Company that focuses on Specialty Drug Cost Containment and engages with plan sponsors (Private Sector, Public Sector and Taft-Hartley) and their participants to address the growing cost related to specialty medications.

Private Health Management (PHM)

Natalya Gertsik, Vice President, Partnerships 10877 Wilshire Boulevard, Suite 1100

Los Angeles, CA - 90024 - United States

PHONE: (646) 785-4589

EMAIL: ngertsik@privatehealth.com

WEB: www.privatehealth.com

PHM, a clinically sophisticated complex care management company, specializes in assisting individuals in obtaining the best care and outcomes when facing serious and complex medical conditions like cancer. We help employers improve outcomes and optimize costs by supporting members from diagnosis through treatment.

ProgenyHealth

Linda Smith, Vice President, Marketing & Communications

450 Plymouth Road, Suite 200

Plymouth Meeting, PA - 19462 - United States

PHONE: (610) 832-2001

EMAIL: lsmith@progenyhealth.com

WEB: www.progenyhealth.com

ProgenyHealth supports employers and their employees through the milestones of maternal and infant health— from pregnancy and delivery to postpartum and parenting, with special expertise in managing premature and complex births requiring NICU admissions. Our solutions are proven to positively influence the cost of care and health outcomes for families and infants.

Quality Care Partners

Chad Carpenter, Chief Financial Officer

434 Main Street

Zanesville, OH - 43701 - United States

PHONE: (740) 455-5199

EMAIL: ccarpenter@qualitycarepartners.com

WEB: www.qualitycarepartners.com

Quality Care Partners is dedicated to fostering partnerships that improve health outcomes and reduce costs. We specialize in integrating efficient, cost-effective strategies for payers, providers, employers, and employees, driving down overall healthcare expenses. Our URAC-accredited and NCQA-compliant practices assure compliant medical management & innovative contracting strategies delivering substantial savings.

RAS - Risk Administration Services, Inc.

Eddie Riveiro, Executive Vice President, Production

300 North Cherapa Place, Suite 401

Sioux Falls, SD - 57103 - United States

PHONE: (605) 361-4142

EMAIL: Eddie.Riveiro@RASCompanies.com

WEB: www.RASCompanies.com

RAS is a leading monoline workers' compensation insurance provider in the Upper Midwest. As one of the largest writers of work comp insurance in the region, we offer a wide variety of services, including insured and self-insured work comp insurance, claims handling, managed care, and loss control.

Regenexx, LLC

Mark Testa, Executive Vice President

6151 Thornton Avenue, Suite 400

Des Moines, IA - 50321 - United States

PHONE: (303) 885-9630

EMAIL: mtesta@regenexx.com

WEB: www.regenexxcorporate.com

Regenexx works with self-funded employers to reduce their orthopedic surgery spending by up to 70% and replace the need for up to 70% of elective orthopedic surgery. Our approach uses a nonsurgical, needle-based technique using the patient's cells. We offer a national network and no PEPM.

Reliant Health Partners

Tiffany Salazar, Sales and Marketing Coordinator

402 Graham Avenue, #400

Eau Claire, WI - 54701 - United States

PHONE: (516) 324-9129

EMAIL: tiffany.salazar@relianthp.com

WEB: www.relianthp.com

Reliant Health Partners delivers tailored cost containment solutions to reduce medical expenses with minimal disruption. Leveraging 30+ years of expertise and proprietary technology, we support health plans and TPAs through ClaimSaveIQ, Medical Bill Review, and network alternatives—ensuring compliant, transparent, and long-term savings across multiple programs, including Out of Network and Workers Comp.

Renalogic

Rebeka Ambrose, Marketing Manager

15950 Paramount Way, 2219 Frisco, TX - 75033 - United States

PHONE: (217) 741-8391

EMAIL: rambrose@renalogic.com

WEB: www.renalogic.com

Founded in 2002, Renalogic provides comprehensive support for self-funded plans and their health plan members by identifying chronic kidney disease (CKD) risks, providing clinical interventions and managing healthcare costs.

Rocky Mountain Review

Shana Boley, Vice President of Partnerships

809 South Railway Avenue, Suite 101

Worland, WY - 82401 - United States

PHONE: (314) 422-9231

EMAIL: shana.boley@rm-review.com

WEB: www.rm-review.com

Receiving Healthcare should not bankrupt an individual or a plan. Even more so if the cost of that healthcare is consistently inaccurate and left unchecked. Cost Optimization should help, but it needs to become more comprehensive and impactful. We work tirelessly, from all corners of our industry, to increase your CLEAN CLAIM CONFIDENCE.

RTZ Global

Ryan O'Mahoney, Chief Operations Officer

7141 West Monte Lindo

Glendale, AZ - 85310 - United States

PHONE: (602) 777-3650

EMAIL: romahoney@warriorcm.com

WEB: www.rtzglobal.com

RTZ Global reduces health plan spending using intelligent automation to drive claims down the appropriate and best path to savings. By maximizing efficiencies and using intelligent automation, we minimize our costs and overhead, absorb more customer expense and provide the most competitive rates.

Rx Manage

Casey Macpherson, Chief Executive Officer

1 Antares Place

Auckland - 00632 - New Zealand

PHONE: 006421631543

EMAIL: casey@globalrxmanage.com

WEB: www.rxmanage.com

By removing the borders and barriers to medication, RxManage provides employers the opportunity to save up to 70% on prescription claims costs, while offering their employees a prescription program with zero-dollar co-pays. Self-funded employers and their employees both save money on a critical health benefit, contributing towards a healthier and happier workforce, which is a win/win for everyone.

RxResults

LG Hanzel, Senior Vice President, Business Development

17300 Chenal Parkway, Suite 340

Little Rock, AR - 72223 - United States

PHONE: (501) 367-8402

EMAIL: lghanzel@rxresults.com

WEB: www.rxresults.com

RxResults is a tech-enabled cost containment solution provider for pharmacy benefits. RxResults’ evidence-based solutions include prescription and medical benefit specialty drug prior authorization, elimination of high-cost, lowvalue medications, reduction of weight loss medication costs, and AI utilization to identify members on the path to opioid dependence for early prescriber intervention.

SimpleTherapy

Rebecca Rawl, Director of Marketing 1080 West Shaw Avenue, Suite 101 Fresno, CA - 93711 - United States

PHONE: (800) 644-2478

EMAIL: rebecca.rawl@simpletherapy.com

WEB: www.simpletherapy.com

SimpleTherapy provides physical, musculoskeletal and behavioral health services combining digital and technologyguided treatment with a national network of in-person and telehealth providers. We are committed to delivering inclusive, holistic care that is simple, accessible, and personalized. Our clients include employers of all sizes, major health plans and Fortune 50 organizations.

Specialty Care Management

Will Rumsey, Senior Vice President, Sales 900 West Valley Road, Suite 1000 Wayne, PA - 19087 - United States

PHONE: (607) 745-5998

EMAIL: wrumsey@specialtycm.com

WEB: www.specialtycm.com

SCM is the industry leader in dialysis cost containment and CKD Management solutions, offering a proven, clinically integrated approach that reduces catastrophic claims and improves member outcomes. Through expert nurse coaching, advanced analytics, and early intervention, we help self-funded plans manage risk, improve health, and achieve meaningful cost savings.

Spence

Bruce Ettinger, Founder & Chief Executive Officer

145 South Fairfax Avenue, Suite 372 Los Angeles, CA - 90036 - United States

PHONE: (310) 776-5485

EMAIL: van@newpayhealth.com

WEB: www.heyspence.com

Spence transforms HSAs to recover millions in tax savings for you and your employees. Our unique financial benefit gets employees real cashback for past healthcare expenses — no matter their HSA balance. Employers love that we create effortless payroll tax savings, drive down HDHP costs, and boost retention.

Sun Life

Tricia Conboy, Marketing Director

One Sun Life Financial Park, 96 Worcester Street

Wellesley Hills, MA - 02481 - United States

PHONE: (781) 446-2365

EMAIL: tricia.conboy@sunlife.com

WEB: www.sunlife.com/us

Sun Life is one of the largest group benefits providers in the U.S., serving 60,000+ employers. In addition to being a leader in stop-loss and a provider of several group benefits solutions, Sun Life now offers employers care navigation and health advocacy services to help their employees live healthier lives.

TALON

Matthew McCormick, Vice President, Growth Strategy

99 Bow Street, Suite 100 E

Portsmouth, NH - 03801 - United States

PHONE: (603) 303-2098

EMAIL: matthew.mccormick@TALONhealthtech.com

WEB: www.talonhealthtech.com

As the industry pioneer in transparent healthcare pricing, we are experts in leveraging price transparency and consumer-centric principles. TALON’s platform establishes a market-driven healthcare system, empowering consumers to make smart healthcare decisions and helping them gain control of their financial and physical wellbeing. Educate, Empower, and Incentivize with TALON.

Tendo

Ross Gwaltney, Vice President, Business Development

1851 Horseshoe Trail

Chester Springs, PA - 19425 - United States

PHONE: (205) 329-0260

EMAIL: carly@tendo.com

WEB: www.tendo.com

Tendo is a software company that helps employers and navigators improve financial, health, and operational outcomes through a combination of our comprehensive Care Connect marketplace, actionable data insights, and deeply intuitive care management applications. With a focus on user-friendly and impactful solutions, we are committed to revolutionizing the way healthcare is delivered and experienced for employers and their employees.

The Union Labor Life Insurance Company

Stephanie Whalen, President

8403 Colesville Road, 13th Floor

Silver Spring, MD - 20910 - United States

PHONE: (202) 682-6649

EMAIL: swhalen@ullico.com

WEB: www.ullico.com

For 95 years, Ullico has been a champion for the American worker, and as the only labor-owned insurance and investment company, Ullico has gained the trust of union members and employees to protect their families, employees, businesses and investments.

Vālenz Health®

Rob Gelb, Chief Executive Officer

Five Radnor Corporate Center, 100 Matsonford Road, #5-444

Wayne, PA - 19087 - United States

PHONE: (866) 762-4455

EMAIL: rgelb@valenzhealth.com

WEB: www.valenzhealth.com

Vault Strategies

Dalton Jensen, Senior Vice President

501 South Towanda Barnes Road, Suite 3

Bloomington, IL - 61705 - United States

PHONE: (309) 531-9248

EMAIL: dalton@allthingsvault.com

WEB: www.allthingsvault.com

Zelis

Kathy Baker, Director, Segment Marketing

149 Newbury Street

Boston, MA - 02116 - United States

PHONE: (888) 311-3505

EMAIL: kathy.baker@zelis.com

WEB: www.zelis.com

Insurer/Reinsurer/MGU

5Star Life Insurance Company, in partnership with BeneBridge360™

Phil Dawes, President 12 Page Road

Newton, MA - 02460 - United States

PHONE: (312) 933-8793

EMAIL: phil.dawes@medibridgesolutions.com

WEB: www.benebridge360.com/5starlife

5Star Life Insurance Company, in partnership with BeneBridge360™, offers tech-enabled gap benefits that reduce out-of-pocket costs and simplify medical claims. We automate claims intake, negotiate directly with providers, and resolve billing issues before they reach the member—helping employers enhance their benefits and contain plan costs through smarter claims resolution.

90 Degree Benefits

Gene Rodgers, Chief Operating Officer

Corporate Office - 450 Riverchase Parkway East Birmingham, AL - 35244 - United States

PHONE: (833) RGT-TURN - (833) 748-8876

EMAIL: Gene.Rodgers@90degreebenefits.com

WEB: www.90DegreeBenefits.com

Aetna Signature Administrators (ASA)

Ralph Borzillo, Vice President, Aetna Payer Solutions 1425 Union Meeting Road, U23N

Blue Bell, PA - 19422 - United States

PHONE: (215) 775-4043

EMAIL: BorzilloR@aetna.com

WEB: www.aetna.com

Aetna Signature Administrators (ASA) leverages the Aetna network, stop-loss, reinsurance, and medical management capabilities to primarily self-insured plan sponsors through a limited number of third-party administrators and Health Plans.

Amalgamated Life Insurance Company

Erin Linney, Assistant Vice President, Marketing 333 Westchester Avenue

White Plains, NY - 10604 - United States

PHONE: (914) 367-5826

EMAIL: elinney@amalgamatedbenefits.com

WEB: www.amalgamatedbenefits.com/amalgamated-life

Since 1943, we have delivered financial protection to working men and women with our high-quality, affordable group insurance, medical stop-loss and voluntary benefits, along with excellent service and fiscal integrity as evidenced by our consistent A.M. Best "A" (Excellent) ratings. Licensed in all 50 states and DC.

Experience Matters.

The Amwins Group Benefits Team delivers a comprehensive suite of products and services across the Self-Funded, Fully Insured, Ancillary, and Custom Program verticals.

This suite is engineered to help agencies navigate the dynamic benefits landscape, drive innovation, and build more business with access to unparalleled expertise and the next generation of employee benefit solutions! We deliver a seamless experience across more products and services to fully support your agencies’ growth.

American Trust Administrator

Thomas Stein, Principal

7223 West 95th Street, #301

Overland Park, KS - 66212 - United States

PHONE: (913) 378-9874

EMAIL: thomas.stein@ataamerica.com

WEB: www.ataamerica.com

ATA is a small group TPA and MGU. We provide transparent plan administration that allows small employers access to the savings and services that historically have only been for larger groups. Celebrating half a century of service.

Amwins Accident & Health Underwriters,

an Amwins Group Benefits Company

Wright Dickinson, President

600 University Street, Suite 2100

Seattle, WA - 98101 - United States

PHONE: (206) 298-0092

EMAIL: wright.dickinson@amwins.com

WEB: www.amwins.com/opco/amwins-accident-health-underwriters

Amwins Accident & Health Underwriters is a specialty underwriter and program manager for A&H products, including stop-loss, hospital indemnity, and gap. Through our underwriting expertise, superior administration, innovative cost-containment programs, and customer service, we deliver solutions that help our clients, brokers, TPAs, health plans, and reinsurers win.

Amwins Group Benefits

Jeff Grocky, Vice President, Marketing 21550 West Oxnard Street

Woodland Hills, CA - 91367 - United States

PHONE: (805) 279-5036

EMAIL: jacquelyn.koenig@amwins.com

WEB: www.amwins.com/solutions/group-benefits

Anthem, Inc.

Bruce Richards, President, Stop-Loss & Broker Relations 200 Virginia Avenue

Indianapolis, IN - 46204 - United States

PHONE: (470) 572-4362

EMAIL: Bruce.Richards@anthem.com

WEB: www.anthem.com

Protect your business from the unexpected by bundling your Anthem medical plan with Anthem Stop-Loss. We help solve the toughest issues by leveraging our experience, size, and ability to innovate. We assume 100% of the risk, and you get a policy tailored to your needs, budget, and risk tolerance.

Antum Risk

Shale Cooper, Director of Stop-Loss Sales

201 Executive Center Drive, Suite 300

Columbia, SC - 29210 - United States

PHONE: (803) 461-8388

EMAIL: scooper@antumrisk.com

WEB: www.antumrisk.com/stoploss

Antum Risk has helped employers manage their self-funded risk through various risk-sharing programs since our founding almost 50 years ago. Our stop-loss captive program was developed by and for employers seeking an alternate and highly cost-efficient stop-loss solution. Clients continue to choose us for our simple, flexible and transparent approach.

AXIS Capital

Elisa Pollina

233 South Wacker Drive, Suite 4930

Chicago, IL - 60606 - United States

PHONE: (312) 203-4470

EMAIL: elisa.pollina@axiscapital.com

WEB: www.axiscapital.com

AXIS Accident and Health delivers innovative insurance and reinsurance solutions tailored to the needs of the selfinsured market. With expertise in accident and health risks, AXIS offers a broad portfolio of coverage and marketleading capacity backed by global capabilities and a dedicated team committed to responsive, client-focused service.

Bardon Insurance Group, Inc.

Adam Thaler, President

7337 East Doubletree Ranch Road, Suite C-284 Scottsdale, AZ - 85258 - United States

PHONE: (480) 682-1400

EMAIL: adam.thaler@bardon.net

WEB: www.bardon.net

Bardon Insurance Group is a Managing General Underwriter of medical excess loss coverage for single-employer groups with 25 to 5,000+ employee lives. Our business was founded on the principles of honesty, integrity, and excellence, and it is our goal to form partnerships with people who share these same values.

BCS Financial

Renee Hoerschelmann, Director, Brand & Marketing Communications

2 Mid America Plaza, Suite 200 Oakbrook Terrace, IL - 60181 - United States

PHONE: (813) 760-6776

EMAIL: renee.hoerschelmann@bcsf.com

WEB: www.bcsf.com

BCS Financial Corporation has more than 75 years of experience delivering a wide range of insurance and financial solutions, including stop-loss, reinsurance, and gene therapy. Through its subsidiaries, BCS Insurance Company and 4 Ever Life Insurance Company, BCS is licensed in all 50 states and is rated A (Excellent) by A.M. Best. BCS Financial is headquartered in Oakbrook Terrace, Ill. Learn more at bcsf.com.

Berkley Accident and Health

Brad Nieland, President and Chief Executive Officer

100 American Metro Boulevard

Hamilton, NJ - 08619 - United States

PHONE: (609) 584-6990

EMAIL: contact@berkleyah.com

WEB: www.BerkleyAH.com

Berkshire Hathaway Specialty Insurance

Ken Gumbiner, Senior Vice President Sales, Accident & Health 8520 Allison Pointe Boulevard, Suite 225 Indianapolis, IN - 46250 - United States

PHONE: (260) 519-4477

EMAIL: ken.gumbiner@bhspecialty.com

WEB: www.bhspecialty.com/msl

Berkshire Hathaway Specialty Insurance, Accident & Health is part of Berkshire Hathaway's National Indemnity group of insurance companies, with financial strength ratings of A++ from AM Best and AA+ from Standard & Poor's. Our underwriters average 20 years of experience. "Claims is our product." We resolve claims accurately and quickly.

Beyond Health

Lori Sartori, Vice President, Sales & Marketing

500 Cummings Center, Suite 4100 Beverly, MA - 01915 - United States

PHONE: (978) 623-4765

EMAIL: lori.sartori@stoplosspartners.com

WEB: www.beyondrisk.com

As one of many stop-loss/captive solutions available today, what sets us apart is our commitment to service, sustainability, and consistency. We're part of the Beyond Risk family of solutions. We partner with some of the largest insurance companies in the country, who are committed to this product.

Carbon Samantha Harrity

15800 32nd Avenue N. Plymouth, MN - 55447 - United States

PHONE: (612) 718-9386

EMAIL: sharrity@carbonstoploss.com

WEB: www.novacore.com/programs/carbon

With a team of experienced underwriting, clinical and claims experts, Carbon Stop-Loss Solutions enables employers and managed care providers to lower their healthcare costs and protect their organizations from catastrophic losses with cutting-edge offerings that are stronger by design.

BenefitMall is now

New Name. Same Team. Stronger Future.

Move Faster + Go Further

Trusted by over 200,000 businesses, we make employee beneﬁts easier to deliver and manage—and now we’re doing it as CRC Beneﬁts with the same trusted team, tools, and service.

CRC Beneﬁts delivers comprehensive support across the beneﬁts spectrum, including self-funded solutions for stop loss and risk management guidance.

888.248.8952

sel unding@crcgroup.com

Commencement Bay Risk Management Insurance Company (CBRM)

Miglena Rogan, General Manager

1111 Lake Washington Boulevard North, Suite 900

Renton, WA - 98056 - United States

PHONE: (503) 225-5390

EMAIL: george@commbayrisk.com

WEB: www.commbayrisk.com

For over 30 years, Commencement Bay Risk Management (CBRM) has been providing peace of mind to selffunded groups through its premier stop-loss solutions, safeguarding clients against unpredictable and financially catastrophic health care claims. Through a long-term partnership approach and focus on offering sustainable pricing, quick reimbursements, trusted expertise, and innovative solutions, CBRM has been able to deliver exceptional service, partnership, and value.

Companion Life Insurance Company

Tracey McCaskill, Project Manager

1301 Gervais Street, Suite 900

Columbia, SC - 29201 - United States

PHONE: (803) 420-1447

EMAIL: tracey.mccaskill@companionlife.com

WEB: www.companionlife.com

Companion Life Insurance Company (and Companion Life Insurance Company of California and Niagara Life and Health Insurance Company) currently market insurance products across the country. Our mission is to be a wellmanaged, customer-focused organization acting in the best interests of its policyholders and marketing partners, operating on a financially sound, growing, and diversified basis. Companion Life has earned an AM Best rating of A+ (Superior)* for 23 consecutive years.

Coterie Advisory Group, Inc.

Benjamin Rozum, Co-Founder

7878 North 16th Street, Suite 180

Phoenix, AZ - 85020 - United States

PHONE: (602) 888-3090

EMAIL: ben.rozum@coterieadvisors.com

WEB: www.coterieadvisors.com

Coterie Advisory Group, Inc. is an insurance program manager and consultative advisor who delivers AffordabilityBased Medical Plan Strategies to help benefit brokers, employers, and associations in the benefits industry. Our unique and proprietary Affordability-Based Medical Plans (Fundamental Care) include fully insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, MEC+, and MVP.

Coverys

David Konrad, Vice President, Accident & Health

One Financial Center, 13th Floor, 675 Atlantic Avenue

Boston, MA - 02111 - United States

PHONE: (216) 469-1285

EMAIL: dkonrad@coverys.com

WEB: www.coverys.com

Employer Stop-Loss (ESL) coverage customized to the risk tolerance and coverage requirements to each health plan. As a direct writer, Coverys brings a seasoned team experienced in middle-market self-funded employer groups, captives, provider direct networks, reference-based pricing, PEO, staffing, university student health plans, and customized product development.

CRC Benefits (formerly BenefitMall)

David Tartaglia, Managing Consultant 2111 East Highland Avenue, Suite B210 Phoenix, AZ - 85016 - United States

PHONE: (410) 382-6518

EMAIL: david.tartaglia@crcgroup.com

WEB: www.crcbenefits.com

CRC Benefits’ Self-Funded Division delivers scalable solutions for brokers serving self-insured clients. We identify and manage risk using data-driven strategies, coordinate point solutions to mitigate emerging issues, and offer flexible consulting—from Claim Risk Solutions to Custom Care and Integrated Benefits Partners—ensuring brokers have the right tools for every self-funding need.

Crum & Forster

Tanya Arrowsmith, Senior Vice President, Accident & Health, Medical Business Unit 5 Christopher Way Eatontown, NJ - 07724 - United States

PHONE: (973) 753-1779

EMAIL: Tanya.Arrowsmith@cfins.com

WEB: www.cfins.com

Crum & Forster’s (C&F) Employer Stop-Loss team develops customized stop-loss solutions that effectively manage high-frequency and high-cost claims. We offer a comprehensive product portfolio, including traditional, level-funded, and captive employer stop-loss plans, managed care, medical gap insurance, and ancillary products. C&F is rated “A” (Excellent) by AM Best.

D.W. Van Dyke & Co.

Walter Roland, President

2 Corporate Drive, Suite 642

Shelton, CT - 06484 - United States

PHONE: (203) 761-9300 Ext. 312

EMAIL: wroland@dwvd.com

WEB: www.dwvd.com

East Coast Underwriters, LLC

Kody Parker, Senior Vice President, Sales and Business Development 121 West Main Street, Suite B Spartanburg, SC - 29306 - United States

PHONE: (813) 326-3373

EMAIL: kparker@ecumgu.com

WEB: www.ecumgu.com

East Coast Underwriters is a Managing General Underwriter providing Medical Stop-Loss to employer groups with 25+ enrolled lives. ECU offers traditional and level-funded Stop-Loss products for benefit consultants and TPAs and underwrites on behalf of Pan American Life and Gerber Life (A+ rated).

Elevanta Health

Christy Williams, Chief Executive Officer 1701 Barrett Lakes Boulevard Kennesaw, GA - 30144 - United States PHONE: (678) 797-5160

EMAIL: christyw@elevanta.com WEB: www.elevantahealth.com

Elevanta Health is a proprietary group health insurance program that is an affordable, ACA-compliant, and selffunded solution that you can trust. Elevanta Health offers benefits programs that include medical, dental, vision, life and disability options. Our unique program utilizes a national PPO network. Our program is a one-stop shop providing all sales, marketing, enrollment and consulting services to employers across the US. Our program has been in existence for over a decade, providing cost stability and high-level professional services to participants.

Ethos Underwriting Services

Michael McDonald, President 550 South Caldwell Street, Suite 1400 Charlotte, NC - 28202 - United States PHONE: (704) 208-3505

EMAIL: mike_mcdonald@ethosmgu.com WEB: www.crcgroup.com

Ethos is a full-service MGU providing specific and aggregate medical stop-loss for those companies that self-insure their employee health benefits. We work with brokers, consultants and TPAs to help them address the reinsurance needs of their self-funded clients.

Evolution Risk Partners, LLC

George Lemmon, Chief Executive Officer

909 Davis Street, Suite 500

Evanston, IL - 60201 - United States

PHONE: (312) 961-2557

EMAIL: george@evolutionrisk.com

WEB: www.evolutionrisk.com

Evolution Risk Partners (ERP) is a full-service MGU that specializes in providing comprehensive, compelling and leading-edge solutions for the Medical Stop-Loss and Medical Captive communities. An organization built with the intent of redefining partnership through a shared vision of success, we endeavor to have a highly collaborative and engaged relationship with our broker and consultant partners. Our ultimate goal is to understand your needs and to utilize our experience and knowledge to provide a flexible, efficient and seamless customer experience.

Excess Reinsurance Underwriters, Inc.

Brian Zidek, President

48 North Broad Street

Woodbury, NJ - 08096 - United States

PHONE: (856) 251-2280

EMAIL: cmustac@excessre.com

WEB: www.excessre.com

Excess Re is a national, full-service managing general underwriter specializing in employer stop-loss insurance, reference-based pricing, MEC and MVP coverage, consortium and coalition programs, and captive reinsurance solutions. Excess Re's history, reputation, and innovative underwriting enable it to deliver products and services to meet the needs of an evolving industry.

Excess Risk Solutions, Inc.

Charles Osborne, President 1523 Dale Mabry Highway, Suite 102 Lutz, FL - 33548 - United States

PHONE: (813) 289-2464

EMAIL: cosborne@ExcessRiskSolutions.com

WEB: www.excessrisksolutions.com

Excess Risk Solutions Inc., a Stop-Loss GA, specializes in providing comprehensive services to Managing General Underwriters (MGU) and carriers in the stop-loss insurance sector. With over 40 years of experience in selffunding, we offer pre-underwriting, marketing, and sales assistance through our preferred Third-Party Administrator (TPA) and Broker/Consultant relationships across the United States. Our expertise allows us to build and sustain trusted legacy relationships, making us an industry leader committed to delivering reliable solutions in the stop-loss market.

FAIRCO

Paul Merrell, Vice President of MarketingMedical Stop-Loss

One Liberty Plaza, 165 Broadway

New York, NY - 10006 - United States

PHONE: (631) 235-7652

EMAIL: pmerrell@fairco.com

WEB: www.fairco.com

FAIRCO is a member of the Berkshire Hathaway family of companies, with financial strength ratings of A++ from AM Best and AA+ from Standard & Poor’s. Our medical stop-loss division provides a wide array of innovative solutions to meet today’s needs of employers self-insuring their employee benefits. Our strength and stability, combined with the experience and expertise of our professionals, have been the keys to our success.

Fidelity Security Life Ins. Co

Timothy Knott, Vice President, Marketing

3130 Broadway

Kansas City, MO - 64111 - United States

PHONE: (816) 695-1202

EMAIL: tknott@fslins.com

WEB: www.fslins.com

For more than 50 years, Fidelity Life Insurance has fostered long-term relationships with agencies, underwriters, intermediaries, and other partners to craft custom insurance solutions that address the needs of market niches. We offer traditional specific and aggregate stop-loss coverage and level-funded stop-loss through MGU partners. Fidelity Security Life Insurance Company is rated “A” (Excellent) from AM Best.

Group Marketing Services, Inc.

James Kaiser, President

P.O. Box 19040

Kalamazoo, MI - 49019-0040 - United States

PHONE: (800) 354-4768

EMAIL: jbk@groupmarketingservices.com

WEB: www.groupmarketingservices.com

Group Marketing Services, Inc. has been offering group benefits to small and medium businesses since 1972. With offices in Kalamazoo and Grand Rapids, MI, we are able to serve your group insurance needs throughout Michigan, Indiana, Ohio and the entire Midwest. We offer and administer self-funded and fully-insured Major Medical, Dental, Vision, Life and Disability insurance. We also offer COBRA and Flexible Spending Account administration. We pride ourselves in customer service and our ability to customize solutions to meet each employer's group benefit needs.

Hannover Re

Miriam Kaufman, Vice President, Marketing, Health Solutions

200 South Orange Avenue

Orlando, FL - 32801 - United States

PHONE: (516) 341-0321

EMAIL: miriam.kaufman@hlramerica.com

WEB: www.hlramerica.com

Hannover Re is the leading provider of innovative traditional and financial reinsurance solutions for the life and health market. Our customized solutions enable our clients to bring new products to market, access an efficient source of capital for growth or obtain risk protection from an experienced partner.

HealthClaim Review® (Considine & Associates Inc.)

James Considine, MD, MBA, President and Chief Executive Officer

320 Goddard Way, Suite 150 Irvine, CA - 92618 - United States

PHONE: (949) 470-1800

EMAIL: jimconsidine@healthclaim.net

WEB: www.healthclaim.com

HealthVue360

James Patton, Chief Executive Officer

5006 Lake View Drive

Austin, TX - 78732 - United States

PHONE: (512) 633-5166

EMAIL: jpatton@healthvue360.com

WEB: www.healthvue360.com

HM Insurance Group

Steven Donnelly, Senior Vice President 120 Fifth Avenue

Pittsburgh, PA - 15222 - United States

PHONE: (203) 209-3859

EMAIL: steven.donnelly@hminsurancegroup.com

WEB: www.hmig.com

HM Insurance Group's HM Specialty team provides reinsurance quota share and excess coverage for accident and health carriers, captives, health plans and excess of loss insurance for providers. With years of experience in the health reinsurance industry, we look to provide custom, client-specific medical solutions for the challenges of an ever-changing reinsurance market.

Ivy’s gene therapy journey has just begun.

Loss helps protect her mother’s self-funded employer.

Catastrophic claims can arise unexpectedly. Gene therapy to treat a child’s beta thalassemia costs more than $2.25 million.* When the self-funded employer has the right Stop Loss protection in place, focus can remain on achieving business goals and supporting Ivy and her family in this di cult time.

When you work with the experts at HM Insurance Group, you can be con dent that claims will be paid. We process 99% of Stop Loss claims within six business days, with more than 99% technical and nancial accuracy. Find more at hmig.com.

HM Insurance Group

Mark Lawrence, President

120 Fifth Avenue

Pittsburgh, PA - 15222 - United States

PHONE: (412) 544-1156

EMAIL: mark.lawrence@hminsurancegroup.com

WEB: www.hmig.com

HM Insurance Group uses risk management expertise to design Stop-Loss coverage that brokers can rely on when helping their self-funded clients face the financial risk associated with high-cost claims. HM does the work up-front so clients can be confident that their claims will be paid – quickly and accurately.

iiSi - a division of Companion Life Insurance Company

Kurt Ridder, Chief Revenue Officer

101 Montgomery Street, Suite 800

San Francisco, CA - 94104 - United States

PHONE: (317) 692-3285

EMAIL: kurt.ridder@iisinet.com

WEB: www.iisinet.com

iiSi - a division of Companion Life Insurance Company, was founded in 1983 and is a full-service Managing General

Underwriter of specific, aggregate and integrated stop-loss insurance. iiSi has strong product offerings in the RBP, PPO, narrow network and level-funded spaces, accommodating groups down to 15 employee lives.

Kismet Risk Management Associates

Manjusha Sheobaran, President

6500 Byron Center Drive, Suite 200

Byron Center, MI - 49315-7401 - United States

PHONE: (860) 810-4186

EMAIL: msheobaran@kismetrisk.com

WEB: www.kismetrisk.com

Kismet Risk Management Associates, LLC (KRMA) is a Managing General Underwriter (MGU) of Medical Stop-Loss on behalf of our AM Best rated A (Excellent) carriers. We provide stop-loss insurance solutions tailored to each of our customers' needs and preferences by focusing on patient and plan advocacy methodologies.

Liberty Mutual Insurance

Kirstin Coppola, Vice President, Sales

157 Berkeley Street

Boston, MA - 02116 - United States

PHONE: (973) 332-5825

EMAIL: kirstin.coppola@libertymutual.com

WEB: www.libertymutual.com

Liberty Mutual Medical Stop-Loss coverage can help protect employers who self-fund their health insurance plans against large or catastrophic claims. Our mission is to be a leader in the excess loss industry through outstanding services, relationship building, and innovative products. Partner with Liberty Mutual, and you will benefit from the financial strength, security, and capacity of a Fortune 100 carrier. Go beyond business as usual.

Litchfield Underwriters

Drew Thompson, Vice President, Business Development

320 Boston Post Road

Darien, CT - 06820 - United States

PHONE: (631) 988-8865

EMAIL: dthompson@litchfieldmgu.com

WEB: www.litchfieldunderwriters.com

Litchfield Underwriters is an MGU specializing in medical stop-loss and custom risk solutions. Through flexible underwriting and strategic carrier alliances, we craft tailored reinsurance programs for commercial and Taft-Hartley clients—offering competitive pricing and disciplined risk management to strengthen and sustain self-funded health plans.

Medical Captive Underwriters

Don McCully, President

405 West Superior Street, Suite 604

Chicago, IL - 60654 - United States

PHONE: (703) 966-9797

EMAIL: don@medicalcaptive.com

WEB: www.medicalcaptive.com

Medical Risk Managers

Chris Rice, President

55 Hartland Street

East Hartford, CT - 06108 - United States

PHONE: (860) 291-3048

EMAIL: crice@mrmstoploss.com

WEB: www.mrmstoploss.com

Company Description: Medical Risk Managers, Inc. is a stop-loss consultant, underwriter and actuary. As of January 1, 2025, our total block of stop-loss business was over $250 million in annual premiums, and we have underwritten over $5 billion throughout our history. We are one of the largest underwriters in the country. Our services include underwriting, extensive network evaluation, consulting, stop-loss claim adjudication, actuarial services and accounting support.

Midwest Employers Casualty

Renee Lunceford, Vice President - Marketing

14755 North Outer 40 Drive, Suite 300

Chesterfield, MO - 63017 - United States

PHONE: (636) 449-7000

EMAIL: rlunceford@mecasualty.com

WEB: www.mecasualty.com

Midwest Employers Casualty (MEC) provides tailored workers' compensation excess insurance products to individual employers, groups and insurance companies nationwide. Midwest Employers Casualty helps customers take greater control of their costs by providing innovative solutions that will lower their total cost of risk. A+ rated. Member Company of W.R. Berkley Corporation.

MSL Captive Solutions, Inc.

Andrew Berry, President 2352 Main Street, Suite 301

Concord, MA - 01742 - United States

PHONE: (781) 879-6591

EMAIL: andrew.berry@mslcaptives.com

WEB: www.mslcaptives.com

MSL Captive Solutions is the leading managing general underwriter dedicated to captive programs for medical stoploss. Our exclusive focus is working with select program managers, brokers, consultants, and captive managers to build proprietary group and single-parent captive programs.

Nevaeh Insurance Solutions, LLC

Tom DeNoma, President

709 Augusta Boulevard, #4

Naples, FL - 34113 - United States

PHONE: (614) 561-9904

EMAIL: tom.denoma@nevaehInsurance.com

WEB: www.nevaehinsurance.com

Nevaeh Insurance Solutions is an external facility performing functions on behalf of insurance carriers, such as underwriting, product development, business acquisition, sales, and program management. We focus on all group A&H lines of business. We work with MGUs not only to underwrite their portfolio but also to remarket their services to our distribution channels.

Northwell Direct

Brett Burlin, Vice President, Head of Sales 130 East 59th Street

New York, NY - 10022 - United States

PHONE: (516) 375-7808

EMAIL: bburlin@northwell.edu

WEB: www.northwelldirect.northwell.edu

NorthWind, LLC

Douglas Thomas, President

3162 Phoenixville Pike

Malvern, PA - 19355 - United States

PHONE: (610) 840-0401 Ext. 103

EMAIL: dthomas@northwindllc.com

WEB: www.northwindllc.com

We specialize in smaller groups (50-250), but can work on larger groups too. Our niche, partner-centered focus ensures that you will get the attention and service you need to succeed!

OdysseyRe

Paul Skrtich, Senior Vice President

300 First Stamford Place

Stamford, CT - 06902 - United States

PHONE: (203) 977-8031

EMAIL: pskrtich@odysseyre.com

WEB: www.odysseyre.com

Odyssey Reinsurance Company consistently offers quality service, security and innovative solutions to our clients. Our experienced Accident & Health team offers a variety of reinsurance coverage within the U.S. Our expertise lies within the following product lines: Excess Medical, Quota Share Medical, and Personal and Student Accident.

One80 Intermediaries Inc.

Nick Milligan, National Stop-Loss Practice Leader 18 Campus Boulevard, Suite 208

Newtown Square, PA - 19073 - United States

PHONE: (610) 566-1666

EMAIL: nmilligan@one80.com

WEB: www.one80.com

One80 Intermediaries is a full-service Managing General Underwriter (MGU) specializing in Medical Stop-Loss. With nationwide in-house binding authority, we underwrite on behalf of top-tier carriers and reinsurers. Our experienced team delivers comprehensive, best-in-class solutions tailored to meet the evolving needs of our partners and clients across the self-funded landscape.

Optimyl Benefits

Mike Bentz, President 1433 North Water Street, Suite 400 Milwaukee, WI - 53202 - United States

PHONE: (414) 416-5012

EMAIL: mike.bentz@optimyl.com

WEB: www.optimyl.com

Optimyl Benefits is an MGU and a program manager that is changing the way small businesses experience their health insurance by using bold ideas, data-driven technology, and a laser focus on customer service.

The Prealize MetisAI Foundation Model Outperforms Other Models Across the Board with risk predictions designed for the self-funded market and low data environments.

Why Prealize?

Actionable Predictions. Minimal E ort.

Quickly get underwriting predictions from data we provide, data you provide, or a combination of both. Whether your team needs predictions aligned with aggregate and speciﬁc risks, or clinical insights, Prealize delivers.

■ Individual Stop Loss (ISL) Costs: $30k, $50k, $100k

■ Individual Stop Loss (ISL) Counts: $30k, $50k, $100k

■ Prospective 1st Dollar Cost PMPM

prealizehealth.com

■ Prospective 1st Dollar Risk Score

■ Clinical and Rx Drivers

■ Benchmarks and more...

To learn more about Prealize and schedule a demo, please contact us at sales@prealizehealth.com

OptMyCare, Inc.

Antony Pfaffle, Co-Founder

325 North St. Paul Street, Suite 3100

Dallas, TX - 75201 - United States

PHONE: (917) 375-7145

EMAIL: apfaffle@opt-mycare.com

WEB: www.Opt-mycare.com

Our company provides software to service risk, stratification and mitigation as well as cost prediction for riskbearing entities, including stop-loss and reinsurance companies.

Optum Stop Loss

Greg Pavlic, Chief Executive Officer

1 Optum Circle

Eden Prairie, MN - 55344 - United States

PHONE: (608) 386-7105

EMAIL: greg.pavlic@optum.com

WEB: www.optum.com

Optum Stop-Loss insurance helps employers manage the financial risk of high-cost or catastrophic claims. The goal is to safeguard the assets of the self-funded employers by providing solutions for complex situations. Efforts are made to work with the self-funded employers to reduce care costs while maintaining patient care standards.

Pan-American Life Insurance Company

José Suquet, Chief Executive Officer

601 Poydras Street

New Orleans, LA - 70130 - United States

PHONE: (877) 569-3075

EMAIL: mclarke@palig.com

WEB: www.palig.com

Through our Pan-American Accident & Health division, we offer traditional specific and aggregate stop-loss coverage and level-funded stop-loss via our MGU partners with cost-effective quotes, flexible coverage terms, and consistent renewal offerings. Pan-American Life Insurance Company is an “A” rated company from both AM Best and Fitch Ratings.

PartnerRe America Insurance Company

Adam Nelson, Vice President, Employer Stop-Loss 6900 Wedgwood Road North, Suite 120

Maple Grove, MN - 55311 - United States

PHONE: (913) 693-9851

EMAIL: adam.nelson@partnerre.com

WEB: www.partnerre.com

PartnerRe is a leading global reinsurer that helps insurance companies reduce their earnings volatility, strengthen their capital and grow their businesses through reinsurance solutions. Risks are underwritten on a worldwide basis through the Company’s three segments: P&C, Specialty, and Life and Health. PartnerRe is a leader in Health Reinsurance and Stop-Loss Markets with a focus on exceptional partner relationships.

Phoenix Excess Risk Underwriters, LLC

Thomas Power, Managing Member

3730 Roswell Road, Suite 275

Marietta, GA - 30062 - United States

PHONE: (770) 977-9601

EMAIL: thomaspower@perullc.com

WEB: www.perullc.com

Our goal at Phoenix Excess Risk Underwriters is to provide our clients with the best self-funded health insurance plan choice for their employees. We clearly pinpoint the needs of our clients and deliver creative solutions for your most challenging risks.

Prealize Health

Kelly Zingler, Marketing

400 Concar Drive

San Mateo, CA - 94402 - United States

PHONE: (510) 725-0658

EMAIL: kzingler@prealizehealth.com

WEB: www.prealizehealth.com

Prealize Health is a leading provider of AI-driven predictive analytics to stop-loss carriers, health plans and specialty care management companies across the nation.

Professional Reinsurance Marketing Services, Inc.

Thomas Belding, II, President/Chief Executive Officer

4000 Turtle Creek Drive

Moore, OK - 73160 - United States

PHONE: (405) 203-1888

EMAIL: tommy.belding@premsinc.net

We provide marketing services representing a number of quality established MGUs and Reinsurance Carriers, assisting Third-Party Administrators and Brokers in placing Medical Stop-Loss Insurance. We partner with various cost containment vendors to ensure they are saving their clients' Claims Dollars, thereby reducing the overall costs to their Plans. We are also General Agents for a number of carriers, assisting Brokers with their Life, AD&D, Dental, STD, LTD and Vision Plans.

QBE

Ed Wadhams, Senior Vice President, Accident & Health National Partnerships

123 Pleasant Street, 3rd Floor

Marblehead, MA - 01945 - United States

PHONE: (770) 883-1357

EMAIL: ed.wadhams@qbe.com

WEB: www.qbe.com/us/ah

QBE North America is part of QBE Insurance Group Limited, one of the largest insurers and reinsurers worldwide. Our Accident & Health division provides exemplary coverage and services to support the specialized needs of selfinsured employers as a top 10 independent provider of medical stop-loss insurance.

RAS - Risk Administration Services, Inc.

Eddie Riveiro, Executive Vice President, Production

300 North Cherapa Place, Suite 401

Sioux Falls, SD - 57103 - United States

PHONE: (605) 361-4142

EMAIL: Eddie.Riveiro@RASCompanies.com

WEB: www.RASCompanies.com

Reunion Health Services

David Johnson, Director of Marketing

120 Village Boulevard, Suite A Madison, MS - 39110 - United States

PHONE: (601) 531-4141

EMAIL: djohnson@reunionhs.com

WEB: www.reunionhs.com

Reunion Health Services is an MGU that writes on behalf of SiriusPoint and Pennsylvania Manufacturer's Associate Insurance Company (Old Republic Company) with full authority to underwrite medical stop-loss.

RGA -- Reinsurance Group of America

Karl Fry, Vice President, Head of Business Development

100 Washington Avenue South, Suite 1400 Minneapolis, MN - 55401 - United States

PHONE: (732) 740-0129

EMAIL: karl.fry@rgare.com

WEB: www.rgare.com

Reinsurance Group of America, Incorporated (NYSE: RGA), a Fortune 250 company, is a global leader in group and individual life and health reinsurance. RGA’s U.S. Group Healthcare team offers comprehensive solutions for the managed care and employer stop-loss market and is known for deep actuarial, underwriting, claims, and clinical expertise.

Ringmaster Technologies, Inc.

Wesley Reines, Senior Vice President of Sales

5200 Town Center Circle, Suite 540

Boca Raton, FL - 33486 - United States

PHONE: (330) 348-3700

EMAIL: wkeyes@ringmastertech.com

WEB: www.ringmastertech.com

Ringmaster Technologies is a pioneer in cloud-based software that streamlines the Stop-Loss and Pharmacy cycle— from Market to Bind to Administer to Renew. Through automation and advanced data analytics, we simplify complex workflows for brokers and self-funded consultants. Ringmaster Technologies - We listen to our users and help them win.

Risk Strategies Company

Matt Smith, Managing Director

8000 West 78th Street, Suite 280

Edina, MN - 55439 - United States

PHONE: (206) 359-0465

EMAIL: msmith@risk-strategies.com

WEB: www.risk-strategies.com

RiverStone

Matt Kunish, Chief Business Development Officer

250 Commercial Street, Suite 5000

Manchester, NH - 03101 - United States

PHONE: (603) 656-2200

EMAIL: matt_kunish@trg.com

WEB: www.trg.com

RiverStone is a group of insurance, reinsurance, and service companies specializing in the acquisition and management of legacy and captive insurance liabilities. As an industry leader in claims resolution, reinsurance recovery, and dispute resolution, RiverStone employs over 400 professionals, operating across multiple offices and affiliates spread throughout the U.S.

Skyward Accident & Health

Michael Remeika, Divisional President, Accident & Health

600 TownPark Lane, Suite 500 Kennesaw, GA - 30144 - United States

PHONE: (713) 935-4800

EMAIL: ah-sales@skywardinsurance.com

WEB: www.skywardinsurance.com

StarLine

Todd Gallitz, Executive Vice President, Underwriting 804 Main Street, Suite 2A Osterville, MA - 02655 - United States

PHONE: (603) 546-7118

EMAIL: t.gallitz@starlinegroup.com

WEB: www.linkedin.com/company/star-line-group

StarLine is an Underwriting Management Company delivering customized solutions in Employer Stop-Loss, Managed Care, and Personal Accident Products. We are accessible to Brokers, Consultants, TPAs and Regional Health Plans. As concierge underwriters, we offer tailored, flexible, and innovative coverage options that go beyond the typical “off the shelf” approach.

Summit Reinsurance Services, Inc.

Mike Holthaus, Vice President, Employer Stop-Loss

6920 Pointe Inverness Way, Suite 140

Fort Wayne, IN - 46804 - United States

PHONE: (260) 469-3000

EMAIL: mholthaus@summit-re.com

WEB: www.summit-re.com

Summit Re is a managing general underwriter and reinsurance advisor working with self-funded employers, TPAs, health insurers, provider groups, and managed care organizations throughout the US. We help our customers analyze, manage, and transfer risk to protect their financial stability.

Sun Life

Tricia Conboy, Marketing Director

One Sun Life Financial Park, 96 Worcester Street

Wellesley Hills, MA - 02481 - United States

PHONE: (781) 446-2365

EMAIL: tricia.conboy@sunlife.com

WEB: www.sunlife.com/us

Swiss Re Corporate Solutions

Cheryl Tanner, Sales & Account Management Specialist

1200 Main Street, Suite 800

Kansas City, MO - 64105 - United States

PHONE: (201) 272-9588

EMAIL: cheryl_tanner@swissre.com

WEB: www.swissre.com/esl

Swiss Re Corporate Solutions' long history and continuity in the employer stop-loss industry means we adapt to trends and provide market-leading capacity. Coverage for employer stop-loss and group medical captives is underwritten by Swiss Re Corporate Solutions America Insurance Corporation, a direct writer for self-insured employer groups in all 50 states, as well as the District of Columbia, with a financial strength rating of (A+ Superior) by A.M. Best Company.

Symetra

Jeremy Freestone, Senior Vice President, Stop-Loss 777 108th Avenue North East, Suite 1200 Bellevue, WA - 98004 - United States

PHONE: (800) 426-7784

EMAIL: jeremy.freestone@symetra.com

WEB: www.symetra.com

At Symetra, we are committed to helping groups across the country manage healthcare costs while providing valuable benefits to employees and their families. We earn the trust of our distribution partners and clients by following through on our promises and supporting every plan with professional, informative and responsive service.

The Alliance

Aaron Richardson, Sales Operations

P.O. Box 44365

Madison, WI - 53744 - United States

PHONE: (608) 210-6652

EMAIL: arichardson@the-alliance.org

WEB: www.the-alliance.org

The Alliance serves as the voice for self-funded employers who want more control over their healthcare costs. Using Smarter Networks and sophisticated data mining and analysis, they provide transparent, creative approaches to network and benefit plan design to unlock savings where others can’t – or won’t.

The Prudential Insurance Company of America

Robert Melillo, Vice President, Head of Stop-Loss Distribution

751 Broad Street

Newark, NJ - 07012 - United States

PHONE: (860) 539-3999

EMAIL: robert.melillo@prudential.com

WEB: www.prudential.com

Prudential offers Stop-Loss Insurance to help provide protection against financial risk associated with catastrophic medical and prescription drug claims. As the frequency of claims over $1M continues to rise, employers can feel confident in self-funding their plans while having reliable coverage from Prudential, a leading Financial Services company that has been fulfilling promises for nearly 150 years. At the same time, producers get to work with a carrier they trust that delivers responsive service and efficient turnaround times from quote to claim.

The Union Labor Life Insurance Company

Stephanie Whalen, President

8403 Colesville Road, 13th Floor

Silver Spring, MD - 20910 - United States

PHONE: (202) 682-6649

EMAIL: swhalen@ullico.com

WEB: www.ullico.com

Tokio Marine HCC - A&H Group

David Grider, Chief Marketing Officer

225 TownPark Drive, Suite 350 Kennesaw, GA - 30144 - United States

PHONE: (770) 693-6492

EMAIL: jford@tmhcc.com

WEB: www.tmhcc.com/AHGroup

For over 50 years, HCC Life Insurance Company, operating as Tokio Marine HCC – A&H Group, has been at the forefront of medical stop-loss insurance. In addition to traditional stop-loss, we offer captive and Taft-Hartley stoploss solutions, level-funded stop-loss, Organ & Tissue Transplant insurance and MedPlus insurance. Tokio Marine HCC – A&H Group is rated A++ (Superior) by A.M. Best Company and benefits from the financial stability of its parent company, Tokio Marine HCC.

TPAC

Matthew Nelson, Business Development

3810 Pheasant Ridge Drive NE

Minneapolis, MN - 55449 - United States

PHONE: (763) 332-2643

EMAIL: matthew.nelson@tpac.com

WEB: www.tpac.com

For over 30 years, TPAC has been changing the way healthcare is financed, disclosed, and delivered, offering transparent, innovative solutions. Our Medical Stop-Loss expertise includes Specific, Aggregate, Spaggregate®, SmartShare®, and SLEQ™. With premium increase caps and laser-free options, we ensure stability and savings. Experience stop-loss differently with TPAC.

Trean Reinsurance Services, LLC

Kyle Plath, Senior Vice President 150 Lake Street West

Wayzata, MN - 55391 - United States

PHONE: (952) 974-2221

EMAIL: kyle.plath@trean.com

WEB: www.treanre.com

True Captive Insurance

David Voorhees, Chief Executive Officer

12980 Foster Street, Suite 220

Overland Park, KS - 66213 - United States

PHONE: (913) 370-7123

EMAIL: david.voorhees@truecaptive.com

WEB: www.truecaptive.com

Trustmark Life Insurance Company

John Wiklund, Vice President and Actuary

400 Field Drive

Lake Forest, IL - 60045 - United States

PHONE: (847) 283-3405

EMAIL: jwiklund@trustmarkbenefits.com

WEB: www.trustmarkbenefits.com

Trustmark clients enjoy seamless integration of level-funded health benefit plan administration and stop-loss insurance. Employers nationwide can create a level-funded plan design to meet their unique needs. Our unparalleled personal service takes care of brokers' clients every step of the way. Trustmark Life Insurance Company provides stop-loss coverage for level-funded plans administered by Star Marketing and Administration Inc.

Underwriting Management Experts

Robert Glorioso, Chief of Staff

900 Forty Foot Road

Landsdale, PA - 19446 - United States

PHONE: (267) 663-9876

EMAIL: rglorioso@umexperts.com

WEB: www.umexperts.com

USBenefits Insurance Services, LLC

Joseph Dore, President

43 Corporate Park, Suite 101 Irvine, CA - 92606 - United States

PHONE: (949) 468-3022

EMAIL: jd@usbstoploss.com

WEB: www.usbstoploss.com

USBenefits is a full-service MGU and leading medical stop-loss insurance provider, partnering with employer groups, TPAs, brokers, consultants, and employee benefit producers. Since 2007, we have served as an advocate and resource to the stop-loss community and have complete responsibility for all administrative, claims, and underwriting decisions on our program.

Vault Strategies

Dalton Jensen, Senior Vice President

501 South Towanda Barnes Road, Suite 3

Bloomington, IL - 61705 - United States

PHONE: (309) 531-9248

EMAIL: dalton@allthingsvault.com

WEB: www.allthingsvault.com

Voya Employee Benefits

Anthony

Russo, Senior Vice President, Stop-Loss Distribution

250 Marquette Avenue, Suite 900

Minneapolis, MN - 55401 - United States

PHONE: (615) 707-2386

EMAIL: anthony.russo@voya.com

WEB: www.voya.com

Voya Employee Benefits has been offering consultative expertise as a direct writer of stop-loss insurance for nearly half a century. Our focus on superior customer service continues into the flexible approach we take when building solutions with you. We’ll be by your side every step of the way.

Xchange Benefits, LLC

Kenneth Zieden-Weber, Executive Vice President & Chief Operating Officer

200 Business Park Drive, Suite 303 Armonk, NY - 10504 - United States

PHONE: (914) 437-7362

EMAIL: kziedenweber@xbllc.com

WEB: www.Xbllc.com

Employer Groups from coast to coast are taking a more self-deterministic view of their benefit plans as costs continue to rise and legislation remains in flux. XB can help. In the appropriate circumstances and with quality administration, self-funding is a clear and viable option with reduced costs and more control over coverages and plan design.

Legal/Subrogation

Davies

Marie Noble, Senior Vice President

6015 Resource Lane

Lakewood Ranch, FL - 34202 - United States

PHONE: (800) 322-1276

EMAIL: marie.noble@us.davies-group.com

WEB: www.davies-group.com/northamerica

Davies Subrogation Management is here to service our clients by conducting in-depth data analysis, quality claim investigations and efficient claim recovery of Accident & Health claim funds on behalf of our clients, TPAs, selfinsureds, MGU, and excess carriers.

Dentons Bingham Greenebaum LLP

Bailey Roese

101 South Fifth Street, Suite 3500

Louisville, KY - 43221 - United States

PHONE: (502) 587-3522

EMAIL: bailey.roese@dentons.com

WEB: www.dentons.com

Across over 80 countries, Dentons helps you grow, protect, operate and finance your organization by providing uniquely global and deeply local legal solutions. Polycentric, purpose-driven and committed to inclusion, diversity, equity and sustainability, we focus on what matters most to you.

Greenberg Traurig, LLP

Fred Karlinsky, Shareholder and Chair, Global Insurance Regulatory & Transactions

401 East Las Olas Boulevard, Suite 2000

Fort Lauderdale, FL - 33301 - United States

PHONE: (954) 768-8278

EMAIL: karlinskyf@gtlaw.com

WEB: www.gtlaw.com

Greenberg Traurig, LLP (GT) has more than 2850 attorneys in 49 locations in the United States, Europe, the Middle East, Latin America, and Asia. To learn about our Insurance Regulatory and Transactions Practice and our Government Law & Policy Practice, please contact Fred Karlinsky.

Insurance Services

Expert insurance services tailored to fit your needs

As strong strategic partners, we support our clients’ needs in the following core insurance areas: actuarial, audit, captive management, subrogation, and excess claims management.

Through our comprehensive suite of professional services, tailored for each client’s business needs, our global team of more than 10,000 professionals help our clients to manage risk, operate their core business process, transform and grow.

To discuss how Davies can help your business, contact:

Actuarial

Michael Berman

Senior Director

E: Michael.Berman@us.davies-group.com

Auditing and Consulting

Susan Arsenault

Senior Vice President

E: Susan.Arsenault@us.davies-group.com

Subrogation

Marie Noble

Senior Vice President

E: Marie.Noble@us.davies-group.com

Excess Claims Management

Tammy Burns

Senior Vice President

E: Tammy.Burns@us.davies-group.com

Our market experts work in partnership with self-insureds to:

Deliver exceptional audit results with the industry’s most experienced and skilled A&H and P&C auditors.

Backed by extensive knowledge of coverage and liability, as well as a proprietary recovery tracking platform and with the latest market intelligence, we can facilitate your subrogation management and claims recovery needs.

Deliver exceptional claims reviews through significant industry experience, advanced technical solutions, and highly skilled staff.

Provide the expertise and resources to accurately assess delegated underwriters’ compliance with the terms and conditions of the binding authority agreements they manage on our clients’ behalf.

Deliver traditional actuarial pricing and reserving services to a wide range of clients that operate in the self-insured major medical space. Our experience includes network programs, reference-based pricing programs, and captive insurance programs.

Deliver full-service captive capabilities.

Intellivo

Dan Cooper, Vice President of Business Development

6075 Poplar Avenue, #800

Memphis, TN - 38119 - United States

PHONE: (314) 302-2598

EMAIL: dcooper@intellivo.com

WEB: www.intellivo.com

As an industry leader in subrogation, Intellivo empowers health plans and insurers to maximize financial outcomes by identifying and pursuing more reimbursement opportunities from alternative third-party liability payers. With a 25-year history of excellence, Intellivo serves over 200 health plans that prioritize a seamless member experience alongside superior financial outcomes.

Lumelight

Jennifer LaTour Dunlap, Vice President of Client Development

1829 Reisterstown Road, Suite 100

Pikesville, MD - 21208 - United States

PHONE: (443) 948-6800

EMAIL: sales@lumelight.com

WEB: www.lumelight.com

Lumelight is an integrated workplace administration and compliance company. We support brokers and TPAs who help employers navigate complex areas like benefits design, compliance, and administration. Our mission is to simplify the business side of benefits‚ removing friction so you and your clients can focus on what you do best.

Varnum LLP

Herman Hofman, Attorney

333 Bridge Street, N.W., P.O. Box 352

Grand Rapids, MI - 49501-0352 - United States

PHONE: (616) 336-6000

EMAIL: hdhofman@varnumlaw.com

WEB: www.varnumlaw.com

Varnum LLP is a full-service law firm with more than 190 attorneys across six offices. The firm advises businesses, institutions, and individuals on a wide range of legal matters, including insurance coverage and recovery, risk management, and complex disputes. We serve clients throughout Michigan, the Midwest, Florida, and nationwide.

Womble Bond Dickinson (US) LLP

Jeffrey Simpson, Partner

1313 North Market Street, Suite 1200

Wilmington, DE - 19801 - United States

PHONE: (302) 252-4371

EMAIL: jeff.simpson@wbd-us.com

WEB: www.womblebonddickinson.com/us

Womble Bond Dickinson’s team of attorneys brings a broad skillset and years of experience to the self-insurance industry. Our captives team helps captive owners and managers at every stage in the life cycle of a captive, including design, formation, governance, regulatory issues, policy drafting, and reinsurance agreements. We advise on ERISA issues, draft plan documents, provide claims analysis, and our litigators handle complex cases across the country on matters ranging from claims and subrogation to ERISA, tax, and contract disputes.

Pharmacy Benefit Manager

AEBRx

Erin Linney, Director of Marketing

333 Westchester Avenue

White Plains, NY - 10604 - United States

PHONE: (914) 367-5826

EMAIL: elinney@amalgamatedbenefits.com

WEB: www.aebrx.com

By leveraging our extensive benefits administration experience, AEBRx helps your plan and its members realize significant cost savings through its unique programs for managing high-cost specialty drugs by applying clinical protocols and providing alternative payer sources. These programs save Plan Sponsors significant costs while ensuring the most appropriate medications are prescribed.

Araya

David Barrington, Director, Business Development

19 British American Boulevard W Latham, NY - 12110 - United States

PHONE: (518) 727-8091

EMAIL: dbarrington@arayarx.com

WEB: www.arayarx.com

Araya is a transparent PBM that operates a simple, pass-through model. We charge a flat administrative fee and pass 100% of rebates and network discounts to the client. We do not own pharmacies or have outside investors. This aligns our incentives with clients to prioritize cost savings and patient care.

BeneCard PBF

Eric Schrumpf, Executive Vice President,

Head of Growth, Marketing & Account Services

28000 Spanish Wells Boulevard

Bonita Springs, PA - 34135 - United States

PHONE: (877) 723-6003

EMAIL: ales@benecardpbf.com

WEB: www.benecardpbf.com

BeneCard PBF is a trusted prescription benefit facilitator with 40+ years of experience, offering self-funded plan administration, a 64,000+ pharmacy network, and flexible claims processing. Our clinically focused, people-centered approach reduces costs, improves outcomes, and supports collaboration across healthcare stakeholders. Website: benecardpbf.com Phone: 877-723-6003 Email: sales@benecardpbf.com

We believe pharmacy benefits should be simple, transparent, and built around outcomes— not profits. As a Prescription Benefit Facilitator, we’re leading the way in creating what a PBM could be and what it should be.

Do you think you deserve more from your PBM? So do we!

What You Can Count On

Outcome-Driven,

Clarity

Confusion:

Aligned Incentives:

Candesa Pharmacy Solutions

Chelsey Mowers, Marketing Manager

165 Court Street

Rochester, NY - 14604 - United States

PHONE: (800) 356-1029

EMAIL: chelsey.mowers@candesarx.com

WEB: www.candesarx.com

Rx Concierge by Candesa Pharmacy Solutions enhances care and drives down pharmacy spend. Our tailored solution seamlessly integrates with any PBM and layers on top of your existing pharmacy benefits with no changes to formulary needed. We offer risk-free, guaranteed savings and no member disruption through our unique clinicianto-clinician approach.

ClearScript

Andy Larkin, Sales Development Representative 668 24th Avenue SE

Minneapolis, MN - 55414 - United States

PHONE: (612) 672-6500

EMAIL: andy.larkin@fairview.org

WEB: www.clearscript.org

As a PBM owned by Fairview Health Services—a non-profit, mission-driven organization—we are guided by Fairview's patient-first values and unwavering commitment to quality care and fiscal responsibility. While other PBMs answer to shareholders or private equity firms, we focus on doing what's best for our clients and their members.

Cooperative Benefits Group

Brad Butler, Vice President, Sales 6770 South 900 East, Suite 202

Midvale, UT - 84047 - United States

PHONE: (801) 856-1212

EMAIL: cesanders@coopbenefitsgroup.com

WEB: www.coopbenefitsgroup.com

CBG’s pharmacy model offers customizable PBM, private label, or full ownership options. Clients gain ownership benefits while CBG delivers technology, clinical expertise, and operations. This partnership aligns incentives to maximize value and minimize net cost.

Liviniti

Eric Wan, Chief Growth Officer

411 Bienville Street

Natchitoches, LA - 71457 - United States

PHONE: (800) 710-9341

EMAIL: marketing@liviniti.com

WEB: www.liviniti.com

A pioneer in pharmacy benefit innovation, Liviniti offers a fully transparent, pass-through pricing model dedicated to meaningful savings and optimal health outcomes. Founded by pharmacists in 2011, our name reinforces the infinite power of medication to change lives as we serve employers across the U.S. Visit liviniti.com.

Lucent Health

Scott Settle, Chief Sales Officer

424 Church Street, Suite 2300

Nashville, TN - 37219 - United States

PHONE: (216) 659-4299

EMAIL: scott.settle@lucenthealth.com

WEB: www.lucenthealth.com

As one of the nation’s largest independent TPAs, Lucent Health delivers vertically integrated health solutions, including Lucent Health Rx, a transparent and flexible PBM without hidden fees. Through integrated care management, Lucent Health Rx and SpecialtyRx, a specialty pharmacy carve-out, deliver market-leading savings and better member outcomes.

MedImpact

Raymond Mals, Vice President, Self-Funded Sales

10181 Scripps Gateway Court

San Diego, CA - 92131 - United States

PHONE: (619) 933-4385

EMAIL: gabriela.tamayo@medimpact.com

WEB: www.medimpact.com/clients

As the nation’s largest independent PBM, MedImpact provides connected health solutions that make care more personal, predictive, and affordable for our clients and members. We serve many large employers, hospitals and health plans, and more than 55 million consumers in the U.S. and around the world. Learn more at medimpact.com.

Nomi Health

Heath Parker, Senior Vice President, Global Sales

15 North Rio Grande Street

Salt Lake City, UT - 84101 - United States

PHONE: (614) 774-8277

EMAIL: heath.parker@nomihealth.com

WEB: www.nomihealth.com

PBIRx

Angela Cross, Marketing Communications Manager 812 Wheelers Farms Road

Milford, CT - 06461 - United States

PHONE: (203) 882-1188

EMAIL: across@pbirx.com

WEB: www.PBIRx.com

Prime Therapeutics

Madeline Greene

2900 Ames Crossing Road, Suite 200 Eagan, MN - 55121 - United States

PHONE: (612) 310-5606

EMAIL: madeline.greene@primetherapeutics.com

WEB: www.primetherapeutics.com

Prime Therapeutics (Prime) is a trusted, truly transparent pharmacy solutions partner delivering savings, simplicity and support to our customers and members. Our 7,000+ dedicated employees are committed to challenging norms and curating innovative pharmacy solutions that simplify the complex and provide exceptional experiences for millions of people across the nation.

Proact, Inc.

John Walker, Business Development Specialist 6333 Route 298, Suite 210 East Syracuse, NY - 13057 - United States

PHONE: (315) 869-6140

EMAIL: johnwalker@proactrx.com

WEB: www.proactrx.com

ProAct is an employee-owned PBM providing prescription drug benefits since 1999. We manage the dispensing of Rx drugs through our mail-order pharmacy and our national retail network. We have a prescription drug discount program for uninsured or underinsured individuals. Visit proactrx.com for more info.

ProCare Rx

Marc Cohen, Vice President, Marketing

1267 Professional Parkway

Gainesville, GA - 30507 - United States

PHONE: (770) 789-6048

EMAIL: mcohen@procarerx.com

WEB: www.ProCareRx.com

ProCare Rx has been providing customizable, cost-effective PBM solutions since 1988. Our EDGE programs provide balance of cost and plan management, offering ClearSight Transparency into your data, pricing, and claims cost. Our commitment to our clients is to provide optimized pharmacy benefits and enhanced clinical performance while providing the lowest net cost.

RAS - Risk Administration Services, Inc.

Eddie Riveiro, Executive Vice President, Production

300 North Cherapa Place, Suite 401

Sioux Falls, SD - 57103 - United States

PHONE: (605) 361-4142

EMAIL: Eddie.Riveiro@RASCompanies.com

WEB: www.RASCompanies.com

Ringmaster Technologies, Inc.

Wesley Reines, Senior Vice President of Sales

5200 Town Center Circle, Suite 540

Boca Raton, FL - 33486 - United States

PHONE: (330) 348-3700

EMAIL: wkeyes@ringmastertech.com

WEB: www.ringmastertech.com

Ringmaster Technologies is a pioneer in cloud-based software that streamlines the Stop-Loss and Pharmacy cycle— from Market to Bind to Administer to Renew. Through automation and advanced data analytics, we simplify complex workflows for brokers and self-funded consultants. Ringmaster Technologies - We listen to our users and help them win.

RxLogic

Shelia Reed, Executive Vice President, Business Engagement

10 Burton Hills Boulevard, Suite 110 Nashville, TN - 37215 - United States

PHONE: (888) 286-3323

EMAIL: sreed@rxlogic.com

WEB: www.rxlogic.com

RxLogic, a technology company for pharmacy benefit processing, provides a SaaS-based platform of smart claims adjudication solutions designed for stakeholders throughout the self-insured ecosystem. Driving efficiency, accuracy and transparency in pharmacy benefit management, RxLogic smart solutions offer full-service claims processing, rebate administration, prior authorization solutions, network access and client services.

RxPreferred Benefits

Zac Hanson, Senior Director, Revenue Operations

2520 Mt. Juliet Road

Mt. Juliet, TN - 37122 - United States

PHONE: (888) 666-7271

EMAIL: zac.hanson@rxpreferred.com

WEB: www.rxpreferred.com

RxPreferred is an independent, tech-enabled Pharmacy Benefits, 340b, and Pharmaceutical Rebates Administrator that provides customized pharmacy solutions to maximize plan sponsors' savings and align with their goals. With real-time data analytics and proactive management tools, RxPreferred specializes in cost-containment strategies, plan collaboration and own-resource capitalization.

Script Care, Ltd.

Tab Bryan, Chief Product Officer

6380 Folsom Drive

Beaumont, TX - 77706 - United States

PHONE: (800) 880-9902

EMAIL: tbryan@scriptcare.com

WEB: www.scriptcare.com

Script Care, Ltd. is the longest operating privately held Pharmacy Benefit Manager in the industry and is fully URAC PBM accredited. Through various business lines - PBM, Managed Care, Correctional Services, Outsourced Business Solutions, as well as our sister company SCL 340B CARE - we offer innovative solutions for a wide range of clients.

Serve You Rx

Nancy Fleming

10201 West Innovation Drive, Suite 600

Milwaukee, WI - 53226 - United States

PHONE: (888) 243-6890

EMAIL: nfleming@serveyourx.com

WEB: www.serveyourx.com

Serve You Rx, an independent and privately held PBM for nearly 40 years, delivers exceptional service and tailored, cost-effective benefit solutions. With unquestionable flexibility, an unwavering commitment to its clients, and a fervent focus on those it serves, Serve You Rx sets the benchmark for client-centricity and adaptability.

True Rx Health Strategists

Adrienne Williams-LaBorwit, Chief Strategy Officer

2495 East National Highway

Washington, IN - 47501 - United States

PHONE: (202) 834-6844

EMAIL: lisaw@truerx.com

WEB: www.truerx.com

True Rx Health Strategists is a pharmacist-owned, patient-first pharmacy benefits manager (PBM) focused on improving health outcomes through personalized care. By offering high-touch clinician support and transparent pharmacy benefits, True Rx empowers patients and employers to thrive with forward-thinking, personalized solutions that change the world of health care.

Take Control of Your Pharmacy Benefit Management

Smarter Tools. Flexible Models. Designed for Self-Insured Plans.

Today’s self-insured health plans deserve more than legacy systems and limited visibility. RxLogic brings advanced technology and customizable solutions to help you take your pharmacy benefits to the next level — with full transparency, measurable outcomes and control at your fingertips.

Built on a modular, cloud-based SaaS platform, RxLogic empowers you with:

• Real-time claims adjudication

Claims Adjudication Platform

• Rebate tracking at the NDC level

• Flexible plan design and benefit modeling

• Full-service or unbundled program options

• Seamless integration with clinical and financial tools

(888) 286-3323

TrueScripts

Ali Goodwin, Director of Corporate Relations

513 East South Street

Washington, IN - 47501 - United States

PHONE: (812) 257-1955

EMAIL: alig@truescripts.com

WEB: www.truescripts.com

TrueScripts is a pharmacist-founded PBM, based on truth and transparency. Our mission is to build lasting relationships by providing prescription benefit expertise at a personal and customized level to ensure optimum value at the lowest possible cost. We are committed to lowering prescription drug spend, achieving clinically enriched outcomes, and always delivering Amazing Care.

Ventegra Foundation

Brian Vossler, Vice President, Strategic Business Development

450 North Brand Boulevard, Suite 600

Glendale, CA - 91203 - United States

PHONE: (858) 551-8111

EMAIL: brian.vossler@ventegra.org

WEB: www.ventegra.org

Ventegra is a new class-of-trade Medical Benefit Manager (MBM), delivering a superior product with significant financial savings. Our innovative MBM model, coupled with a solid foundation of company stability and community commitments, has made Ventegra a powerful force in the healthcare industry since its formation in 2004.

Vivid Clear Rx

Bryan Stokes, Business Development, Regional Manager

13220 Birch Drive, Suite 200

Omaha, NE - 68184 - United States

PHONE: (877) 848-4379

EMAIL: bryan.stokes@vividclearrx.com

WEB: www.vividclearrx.com

Vivid Clear Rx is a different kind of pharmacy benefits manager (PBM). We care deeply about delivering clarity, savings, and exceptional customer service to all our members, clients, and partners. With Vivid Clear Rx, you get personalized, collaborative pharmacy services and programs backed by accessible support. You can count on total transparency and real-time data — so you can make the best decisions for your health care and spending. And you can trust that our team will go above and beyond to support you, every day.

Provider Direct Contracting

6 Degrees Health

Heath Potter, Chief Growth Officer

3439 North East Sandy Boulevard, Suite 384

Portland, OR - 97232 - United States

PHONE: (503) 640-9933

EMAIL: heathpotter@6degreeshealth.com

WEB: www.6degreeshealth.com

ARC Fertility

David Adamson, Chief Executive Officer

20195 Stevens Creek Boulevard, Suite 220 Cupertino, CA - 95014 - United States

PHONE: (408) 647-9809

EMAIL: gdadamson@arcfertility.com

WEB: www.arcfertility.com

ARC® Fertility’s mission since 1997 has been to provide inclusive, comprehensive and affordable family-forming options. ARC’s national, top-tier network delivers innovative, high-value, evidence-based treatments and hybrid endto-end, digital and personal navigation with externally-validated superior outcomes, lower cost and greater flexibility. Join us in making your employees' family dreams a reality.

AZOVA

Cheryl Eberting, MD, Founder and Chief Executive Officer

144 South Main Street

Alpine, UT - 84004 - United States

PHONE: (844) 692-9682 Ext. 0110

EMAIL: jessica.waycaster@azovahealth.com

WEB: www.azova.com

AZOVA is a single vendor, multiple solutions, providing the most effective Whole Person care, including virtual primary care, urgent care, at-home lab testing, dermatology, sleep and behavioral health, functional medicine, chronic condition management, and health coaching. Ideal for self-insured groups, AZOVA offers affordable, nationwide care that improves outcomes and lowers costs.

The Value Proposition

Boost Retention and Morale: Employees value healthcare that’s easy, accessible, and truly personaliz ed.

Reduce Absenteeism: Fast access to care means issues are addressed before they escalate.

Simplify Administration: One membership, one bill, one point of contact no insurance headaches

Enhance Recruitment: Stand out with a modern, high-value benef it that attracts top talent

Baylor Scott & White Quality Alliance

Holly Johnson

301 North Washington Avenue

Dallas, TX - 75246 - United States

PHONE: (214) 995-6013

EMAIL: holly.johnson@bswhealth.org

WEB: www.bswhealth.com/quality-alliance

Baylor Scott & White Quality Alliance empowers high-quality, cost-effective providers to deliver value-based care while focusing on patient-centered care and promoting better health outcomes.

Bespoke Concierge MD

Zaid Fadul

7702 East Doubletree Ranch Road 316

Scottsdale, AZ - 85258 - United States

PHONE: (800) 661-5727

EMAIL: divingdoc36@gmail.com

WEB: www.bespokeconciergemd.com/corporate-plans

Bespoke Concierge MD delivers exceptional Direct Primary Care with personalized, proactive medical attention. Enjoy unlimited access, custom wellness plans, and a dedicated concierge team focused entirely on your health. Our membership-based model ensures luxury, convenience, and continuity of care, anytime, anywhere, without the hassle of insurance or rushed appointments.

Consociate Health

Darren Reynolds, JD, CBWA, President & Chief Executive Officer

2828 North Monroe Street

Decatur, IL - 62526 - United States

PHONE: (217) 451-9101

EMAIL: darrenreynolds@consociate.com

WEB: www.consociatehealth.com

Consociate Health, a national TPA, transforms employer health plans into performing assets. Partnering with key U.S. consultants, we deliver innovative results through National Provider Network options, Reference-Based Pricing, and Direct-To-Employer services. Our high-performance health plans enhance the status quo and improve member experiences.

Coverys

David Konrad, Vice President, Accident & Health

One Financial Center, 13th Floor, 675 Atlantic Avenue

Boston, MA - 02111 - United States

PHONE: (216) 469-1285

EMAIL: dkonrad@coverys.com

WEB: www.coverys.com

www.sipconline.net

Direct Laboratory Services

Stephanie Ballard, Office Manager

112 Innwood Drive, Suite B

Covington, LA - 70433 - United States

PHONE: (800) 908-0000

EMAIL: stephanie@directlabs.net

WEB: www.directlabs.com

DirectLabs® provides access to order your own lab tests using labs you know and trust for those who want to take charge of their own health and personally monitor their own wellness. No doctors’ orders needed. Affordable prices. Confidential Results. Put YOUR health in YOUR hands.

Emerging Therapy Solutions

Ashley Hume, President

2001 Killebrew Drive, Suite 240

Bloomington, MN - 55425 - United States

PHONE: (877) 445-4822

EMAIL: ashley.hume@emergingtherapies.com

WEB: www.emergingtherapies.com

Holistic PsycHealth, LLC

Tayebe Shah-Mirany, Chief Executive Officer

P.O. Box 4973

Skokie, IL - 60077 - United States

PHONE: (847) 763-7259

EMAIL: tshahmirany@psychealthltd.com

WEB: www.holisticpsychealth.com

Holistic PsycHealth is a managed behavioral healthcare organization. Comprised of clinicians operating primarily in Illinois and California, we practice on an in-office and telepsych basis. We specialize in direct provider contracting, network development, credentialing, population health management, UM, and CCM, ensuring access and quality care.

Imagine360

Tom Wittick, Senior Vice President of Growth 1550 Liberty Ridge Drive, Suite 330 Wayne, PA - 19087 - United States

PHONE: (610) 805-5142

EMAIL: twittick@imagine360.com

WEB: www.imagine360.com

Mayo Clinic

Brent Westra, Director, Complex Care

200 First Street SW

Rochester, MN - 55905 - United States

PHONE: (507) 538-1487

EMAIL: westra.brent1@mayo.edu

WEB: www.mayoclinic.org/complex-care-program

The Mayo Clinic Complex Care Program is a customizable Centers of Excellence program focused on getting the right diagnosis and treatment plan for high-cost, high-risk employees and dependents with complex or serious conditions. We break down barriers to high-quality care through medical record reviews, expedited scheduling, and condensed appointment schedules, without charging any administrative fees.

Mississippi Physicians Care Network

Scott Dennis, Chief Executive Officer

P.O. Box 1530

Ridgeland, MS - 39158 - United States

PHONE: (601) 605-4756

EMAIL: sdennis@mpcn-ms.com

WEB: www.mpcn-ms.com

The Mississippi Physicians Care Network (MPCN) is a fully credentialed healthcare organization that connects physicians, hospitals, TPAs, insurers, employers, and policymakers. By leveraging its comprehensive network, MPCN helps TPAs, insurance companies, and employers achieve substantial savings while improving access, efficiency, and outcomes across both private and government healthcare programs.

National Integrative Health

Jake Velie

6205 Mills Civic Parkway, Suite 201

West Des Moines, IA - 50266 - United States

PHONE: (515) 559-7140

EMAIL: jvelie@nationalintegrativehealth.com

WEB: www.nationalintegrativehealth.com

National Integrative Health offers a comprehensive, fiduciary pharmacy purchasing program designed to dramatically decrease costs of high-cost medications. We specialize in supplying infusion, all specialty (including cold-chain) and high-cost brand drugs to plan sponsors and their administrators.

Nomi Health

Heath Parker, Senior Vice President, Global Sales

15 North Rio Grande Street

Salt Lake City, UT - 84101 - United States

PHONE: (614) 774-8277

EMAIL: heath.parker@nomihealth.com

WEB: www.nomihealth.com

Northwell Direct

Brett Burlin, Vice President, Head of Sales

130 East 59th Street

New York, NY - 10022 - United States

PHONE: (516) 375-7808

EMAIL: bburlin@northwell.edu

WEB: www.northwelldirect.northwell.edu

Premise Health

Ed McNamara, Executive Vice President,

Business Development Strategy

5500 Maryland Way, #120 Brentwood, TN - 37027 - United States

PHONE: (703) 298-4631

EMAIL: ed.mcnamara@premisehealth.com

WEB: www.premisehealth.com

Premise Health serves large employers, health plans, unions, and tribes with convenient access to its advanced primary care model and 30+ types of care. For millions of members across 800 wellness centers in 46 states and Guam, Premise’s mission is to help people get, stay, and be well.

Provider Network of America

Daniel Donahue, Director of Network Development

8060 South Kyrene Road, Suite 100 Tempe, AZ - 85284 - United States

PHONE: (480) 921-8944

EMAIL: dan.donahue@pnoa.com

WEB: www.pnoa-ppo.com

Provider Network of America (PNOA) is a national PPO Network offering products such as Primary, Secondary, Work Comp and Auto. We have direct contracts with over 800,000 Providers.

Root Functional Medicine

Erica Armstrong, Chief Executive Officer

1059 Wealthy Street SE, Suite E Grand Rapids, MI - 49506 - United States

PHONE: (616) 498-6050

EMAIL: erica@rootfunctionalmedicine.com

WEB: www.rootfunctionalmedicine.com

Root combines a virtual functional medicine clinic and whole body testing with doctor insights, designed for people and delivered at scale.

Tendo

Ross Gwaltney, Vice President, Business Development

1851 Horseshoe Trail

Chester Springs, PA - 19425 - United States

PHONE: (205) 329-0260

EMAIL: carly@tendo.com

WEB: www.tendo.com

Vālenz Health®

Rob Gelb, Chief Executive Officer

Five Radnor Corporate Center, 100 Matsonford Road, #5-444

Wayne, PA - 19087 - United States

PHONE: (866) 762-4455

EMAIL: rgelb@valenzhealth.com

WEB: www.valenzhealth.com

Vault Strategies

Dalton Jensen, Senior Vice President

501 South Towanda Barnes Road, Suite 3

Bloomington, IL - 61705 - United States

PHONE: (309) 531-9248

EMAIL: dalton@allthingsvault.com

WEB: www.allthingsvault.com

Velocity National Provider Network

Jeremy Ramsland, Founder/Chief Executive Officer

16515 South 40th Street, Suite 125

Phoenix, AZ - 85048 - United States

PHONE: (480) 452-6740

EMAIL: jeremy@velocityppo.com

WEB: www.velocitynpn.com

Velocity National Provider Network (VNPN) is a national PPO network that connects self-funded health plans with over 247,000 providers and 4,600 facilities. With a focus on affordability and choice, VNPN negotiates marketcompetitive reimbursement rates through direct contracts that benefit both members and provider partners.

XO Health

James Bulls, Senior Vice President Sales

11675 Rainwater Drive, Suite 175

Alpharetta, GA - 30009 - United States

PHONE: (817) 372-2093

EMAIL: jbulls@xohealth.com

WEB: www.xohealth.com

XO Health is a Next Generation Value-Based Care and Benefits Platform. We offer superior High-Performance Networks, designed with proprietary pricing and payment models. Our networks are built to optimize quality while reducing unit healthcare costs by 20-30%, making XO the first full-service, risk-based provider network.

Reference-Based Pricing

6 Degrees Health

Heath Potter, Chief Growth Officer

3439 North East Sandy Boulevard, Suite 384

Portland, OR - 97232 - United States

PHONE: (503) 640-9933

EMAIL: heathpotter@6degreeshealth.com

WEB: www.6degreeshealth.com

90 Degree Benefits

Gene Rodgers, Chief Operating Officer

Corporate Office - 450 Riverchase Parkway East Birmingham, AL - 35244 - United States

PHONE: (833) RGT-TURN - (833) 748-8876

EMAIL: Gene.Rodgers@90degreebenefits.com

WEB: www.90DegreeBenefits.com

AMPS

Sarah Roche, Vice President, Global Marketing 2700 North Central Avenue, Suite 1110 Phoenix, AZ - 85004 - United States

PHONE: (404) 579-2555

EMAIL: sroche@amps.com

WEB: www.Amps.com

Claritev

Brian Witt, Business Development Representative

7900 Tysons One Place, Suite 40

McLean, VA - 22102 - United States

PHONE: (816) 813-0911

EMAIL: brian.witt@claritev.com

WEB: www.claritev.com

Claritev (fka MultiPlan) is a healthcare technology, data and insights company focused on delivering affordability, transparency and quality for all. Claritev utilizes world-class technology and AI solutions to power a robust platform that delivers meaningful insights to drive affordability in healthcare, brings price transparency and optimizes networks and benefits design.

ClearHealth Strategies

Brian Wroblewski, Executive Vice PresidentSales & Marketing

P.O. Box 366667

Bonita Springs, FL - 34136 - United States

PHONE: (414) 899-4100

EMAIL: bwroblewski@clearhealthstrategies.com

WEB: www.clearhealthstrategies.com

Consociate Health

Darren Reynolds, JD, CBWA, President & Chief Executive Officer

2828 North Monroe Street

Decatur, IL - 62526 - United States

PHONE: (217) 451-9101

EMAIL: darrenreynolds@consociate.com

WEB: www.consociatehealth.com

Start Realizing the Possibilities!

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• Minimize turn-around time Step Into The Ring and Start Utilizing Ringmaster’s Cloud-Based Solutions to Make Your Business Thrive! 330.648.3700 • rmtsales@ringmastertech.com • www.ringmastertech.com

Context 4 Healthcare

Mike Tuomey, Director of Payer Sales

55 Shuman Boulevard, Suite 650

Naperville, IL - 60563 - United States

PHONE: (630) 321-2986

EMAIL: mike.tuomey@context4.com

WEB: www.context4healthcare.com

Coverys

David Konrad, Vice President, Accident & Health

One Financial Center, 13th Floor, 675 Atlantic Avenue

Boston, MA - 02111 - United States

PHONE: (216) 469-1285

EMAIL: dkonrad@coverys.com

WEB: www.coverys.com

Denniston Data Inc. (DDI)

Phil LeFevre, Vice President of Business Development

311 Shore Road

Greenwich, CT - 06830 - United States

PHONE: (619) 200-8502

EMAIL: phil.lefevre@dennistondata.com

WEB: www.DennistonData.com

DDI – the Healthcare Transparency Company – is an innovator in healthcare analytics, revealing transparency in quality and pricing. We help self-insureds and member portals identify the best doctors at the best prices by procedure, location, plan, or to compare by NPI or payer. Benefits include compliance, ease of use, better health outcomes, and lower cost.

HealthClaim Review® (Considine & Associates Inc.)

James Considine, MD, MBA, President and Chief Executive Officer 320 Goddard Way, Suite 150 Irvine, CA - 92618 - United States

PHONE: (949) 470-1800

EMAIL: jimconsidine@healthclaim.net WEB: www.healthclaim.com

Smart Health Plans

Andy McMillan, Executive Vice President, Sales & Marketing 50 South 16th Street, Suite 3400 Philadelphia, PA - 19102 - United States

PHONE: (404) 862-3369

EMAIL: amcmillan@homesteadplans.com

WEB: www.homesteadplans.com

Homestead is the smart choice for a sustainable, long-term strategy to beat rising health care costs while offering employees more value and convenience. Our Smart Plans deliver transparent, reasonable reimbursement using proprietary RBP technology; full protection against balance bills; and options for full integration, including TPA and stop-loss protection.

Imagine360

Tom Wittick, Senior Vice President of Growth 1550 Liberty Ridge Drive, Suite 330

Wayne, PA - 19087 - United States

PHONE: (610) 805-5142

EMAIL: twittick@imagine360.com

WEB: www.imagine360.com

MagnaCare

Ed Lynch, Account Executive, Inside Sales

One Penn Plaza, Suite 1410

New York, NY - 10119 - United States

PHONE: (516) 282-8970

EMAIL: info@magnacare.com

WEB: www.magnacare.com

For more than 30 years, MagnaCare has been a trusted partner in delivering flexible, customized solutions for selfinsured organizations. We combine proprietary technology, network expertise and a deep understanding of TPAs & carriers to help our clients achieve their goals while supporting the people they serve.

PERMA FAIR

William Green, President and Chief Executive Officer

2 Cooper Street

Camden, NJ - 08102 - United States

PHONE: (856) 552-4530

EMAIL: wgreen@permafair.com

WEB: www.permafair.com

PERMA FAIR offers self-funded healthcare and pharmacy benefit solutions that help employers save up to 25% on costs. Our indexed reimbursement model eliminates unnecessary fees, enhances transparency, and provides robust support—including claims, HR, and member advocacy—ensuring affordable, flexible care without network restrictions or referral requirements.

Perspecta

Linda Thurman

1170 Wheeler Way, Suite 200

Langhorne, PA - 19047 - United States

PHONE: (866) 498-4423

EMAIL: linda.thurman@goperspecta.com

WEB: www.goperspecta.net

Perspecta is the leader in provider data management solutions designed to optimize the business of healthcare. With a portfolio powered by artificial intelligence and machine learning, Perspecta is reimagining provider data management. Through deep domain expertise and spirit of innovation, Perspecta accelerates the transformation of provider network management, delivering value to our customers and the providers, consumers, and partners they serve.

Ringmaster Technologies, Inc.

Wesley Reines, Senior Vice President of Sales

5200 Town Center Circle, Suite 540

Boca Raton, FL - 33486 - United States

PHONE: (330) 348-3700

EMAIL: wkeyes@ringmastertech.com

WEB: www.ringmastertech.com

Ringmaster Technologies is a pioneer in cloud-based software that streamlines the Stop-Loss and Pharmacy cycle— from Market to Bind to Administer to Renew. Through automation and advanced data analytics, we simplify complex workflows for brokers and self-funded consultants. Ringmaster Technologies - We listen to our users and help them win.

Skyward Accident & Health

Michael Remeika, Divisional President, Accident & Health

600 TownPark Lane, Suite 500 Kennesaw, GA - 30144 - United States

PHONE: (713) 935-4800

EMAIL: ah-sales@skywardinsurance.com

WEB: www.skywardinsurance.com

The Phia Group, LLC

Matthew Painten, Marketing Director 40 Pequot Way

Canton, MA - 02021 - United States

PHONE: (781) 535-5651

EMAIL: mpainten@phiagroup.com

WEB: www.phiagroup.com

The Phia Group® is a CARING and experienced provider of healthcare cost containment by Empowering Plans® and offering a comprehensive ecosystem of services that help employers maximize benefits, minimize costs, and take control of their plans.

Vālenz Health®

Rob Gelb, Chief Executive Officer

Five Radnor Corporate Center, 100 Matsonford Road, #5-444

Wayne, PA - 19087 - United States

PHONE: (866) 762-4455

EMAIL: rgelb@valenzhealth.com

WEB: www.valenzhealth.com

Windsor Strategy Partners, Inc.

Paul Fallisi, President

13 Roszel Road, Suite C-204A

Princeton, NJ - 08540 - United States

PHONE: (609) 275-6550

EMAIL: pfallisi@wspactuaries.com

WEB: www.wspactuaries.com

Xchange Benefits, LLC

Kenneth Zieden-Weber, Executive Vice President & Chief Operating Officer

200 Business Park Drive, Suite 303

Armonk, NY - 10504 - United States

PHONE: (914) 437-7362

EMAIL: kziedenweber@xbllc.com

WEB: www.Xbllc.com

Zelis

Kathy Baker, Director, Segment Marketing

149 Newbury Street

Boston, MA - 02116 - United States

PHONE: (888) 311-3505

EMAIL: kathy.baker@zelis.com

WEB: www.zelis.com

Technology Services

4L Data Intelligence

Karthik Govindan, Chief Revenue Officer

2333 San Ramon Valley Boulevard

San Ramon, CA - 94583 - United States

PHONE: (925) 217-4550

EMAIL: kgovindan@4ldata.com

WEB: www.4ldata.com

4L Data Intelligence™ uses the patented power of Integr8 AI Risk Detection™ to find, fight and prevent fraud, waste, and abuse across pre-pre-payment, pre-payment, and post-payment stages. For TPAs, self-insured plans, and workers' comp plans, the 4L FWA Prevention™ solution is proven to reduce total claims costs by 5% to 15%, providing an immediate way to reduce overpayments, eliminate ineligible provider participation, and protect your plan from abusive schemes.

6 Degrees Health

Heath Potter, Chief Growth Officer

3439 North East Sandy Boulevard, Suite 384

Portland, OR - 97232 - United States

PHONE: (503) 640-9933

EMAIL: heathpotter@6degreeshealth.com

WEB: www.6degreeshealth.com

Asm ActiveQuotes

David Valentino, Chief Executive Officer

2608 Sunset Vista Circle

Spicewood, TX - 78669 - United States

PHONE: (512) 940-9479

EMAIL: david@asmactivequotes.com

WEB: www.asmactivequotes.com

ActiveQuotes is an InsurTech organization that transforms the economics of self-insurance quoting. Eliminating friction, we restore lost premium, reveal real-time performance gains, and empower self-insurance carriers, TPAs, and brokers to win business consistently, drive customer satisfaction, and operate with audit-ready confidence with policy quotes and renewal cycles.

Your Demo Today!

AVIZVA

James Vertino, Chief Executive Officer

1818 Library Street, Suite 440

Reston, VA - 20190 - United States

PHONE: (937) 654-0970

EMAIL: james.vertino@avizva.com

WEB: www.avizva.com

AVIZVA, A Healthcare Technology Leader since 2011, delivers transformative engineering services and products. Through tailored solutions and VIZCare - Our AI-enabled suite of Portals, Support and Service Platforms, and A Robust Connectivity and Interoperability Solution - we empower health plans, TPAs, PBMs, and providers to optimize performance, enhance engagement, and elevate care experiences.

Beacon Technologies Group, Inc.

Blake Holderread, Vice President of Marketing 11550 North Meridian Street, Suite 500

Carmel, IN - 46032 - United States

PHONE: (217) 801-8911

EMAIL: bholderread@beaconspyglass.com

WEB: www.beaconspyglass.com

At Beacon, we are a trusted leader in providing health claims management technology solutions for healthcare payers. Our comprehensive SpyGlass suite empowers our clients to process claims swiftly and accurately, automate key operations, and effectively administer a wide range of plans to stay ahead of competitive market demands. Visit beaconspyglass.com to learn more.

BeneBridge360

Phillip Dawes, President

12 Page Road

Newton, MA - 02460 - United States

PHONE: (312) 933-8793

EMAIL: phil.dawes@benebridge360.com

WEB: www.benebridge360.com

BeneBridge360™ is a tech-enabled member engagement platform that simplifies medical claims and lowers costs. We enhance supplemental benefits by automating member-level claims intake, audits, provider negotiations, 501(r) financial assistance, and payment—typically before the member sees a bill. Our modular platform integrates with TPAs and carriers to enhance coverage, reduce plan costs, and improve experience.

Benefitfocus

Traci McGinnis, Vice President, Health Informatics

100 Benefitfocus Way

Charleston, SC - 29492 - United States

PHONE: (843) 214-9298

EMAIL: traci.mcginnis@benefitfocus.com

WEB: www.benefitfocus.com

Benefitfocus — a Voya Financial Company — is a benefits administration services and technology company committed to helping organizations and their people get the most out of their health care and benefit programs. This includes data analytics and services that aid plan sponsors with insight and actions to improve the health of their population and control cost.

Bexa

Elizabeth Vire, Chief Revenue Officer

929 Deep Valley Drive

Rolling Hills Estates, CA - 90274 - United States

PHONE: (816) 438-5588

EMAIL: e.vire@mybexa.com

WEB: www.mybexa.com

Bexa introduces a breakthrough process in early detection. Bexa is an FDA-cleared, non-invasive, radiation–free, and density-independent breast exam that uses advanced tactile sensing to detect and classify masses. It's gentle, consistent, and designed to be accessible – offered onsite at an employer's location or partnered onsite clinics.

Cedar Gate Technologies

Tim Huke, Chief Sales Officer

1 Sound Shore Drive, Suite 300

Greenwich, CT - 06830 - United States

PHONE: (949) 233-4908

EMAIL: tim.huke@cedargate.com

WEB: www.cedargate.com

Cedar Gate enables payers, providers, and employers to excel at value-based care with a unified platform, delivering analytics, care, and payment technology on a single data foundation. From primary care attribution to bundled payments and capitation, we're improving clinical, financial, and operational outcomes for every payment model in all business lines.

Claros Analytics

Daniel Wolsk, Chief Revenue Officer

13 Roszel Road Suite, C-204A

Princeton, NJ - 08540 - United States

PHONE: (609) 779-2700

EMAIL: dwolsk@clarosanalytics.com

WEB: www.clarosanalytics.com

Claros Analytics provides next-generation analytics to model, price and predict health benefits cost. Clients, including stop-loss carriers, underwriters, health plans, reinsurers, benefits advisors, TPAs, and service providers, are achieving a competitive advantage by pricing risk, modeling health plan changes, defining self-funded opportunities, and developing self-funded budgets and reserves using our sophisticated predictive algorithms.

Clearest Health

Nicolas Raga

524 Broadway, Floor 9

New York, NY - 10013 - United States

PHONE: (786) 246-6872

EMAIL: nico@clearesthealth.com

WEB: www.clearesthealth.com

Clearest Health is the intelligence layer for every self-funded health plan. We unify claims, enrollment, and external benchmarks in one secure platform, then apply advanced AI analytics to spotlight waste, flag compliance risks, and recommend high-impact actions, delivering transparent, data-driven decisions and provable ROI for administrators, brokers, and employers daily.

Cognizant

Marcy Levine, Manager

300 Frank West Burr Boulevard

Teaneck, NJ - 07666 - United States

PHONE: (201) 801-0333

EMAIL: marcy.levine@cognizant.com

WEB: www.cognizant.com/trizetto

Cognizant’s TriZetto Healthcare products and services are solutions that help organizations enhance revenue growth, drive administrative efficiency, improve cost and quality of care, and improve the member and patient experience.

Context 4 Healthcare

Mike Tuomey, Director of Payer Sales 55 Shuman Boulevard, Suite 650 Naperville, IL - 60563 - United States

PHONE: (630) 321-2986

EMAIL: mike.tuomey@context4.com

WEB: www.context4healthcare.com

Cope Notes

Johnny Crowder, Founder & Chief Executive Officer

802 East Whiting Street

Tampa, FL - 33602 - United States

PHONE: (813) 444-5958

EMAIL: johnny@copenotes.com

WEB: www.copenotes.com

Cope Notes uses daily text messages to improve mental and emotional health for employees, clients, and dependents around the world. Each anonymous, randomly-timed message interrupts negative thought patterns with psychology facts, journaling prompts, and exercises that are proven to reduce stress, anxiety, and depression.

Deerhold, Ltd.

Pete Titas, Senior Vice President, Sales & Marketing 1666 Massachusetts Avenue Lexington, MA - 02420 - United States

PHONE: (216) 402-5295

EMAIL: ptitas@deerhold.com

WEB: www.deerhold.com

Deerhold delivers advanced healthcare price transparency solutions, empowering healthcare stakeholders with accurate, accessible pricing and network information. Through Deerhold's PRIZM platform, stop-loss/MGUs can enhance underwriting precision with current payer network factors, brokers/advisors can ensure fiduciary alignment using Medicare rates as a consistent benchmark for network comparisons, and employers are provided a low-cost, compliant consumer shopping tool.

Powering a better return on risk

Look for our booth at SIIA 2025!

ECHO

Brent Macy, Vice President, Payer Sales

810 Sharon Drive

Cleveland, OH - 44145 - United States

PHONE: (770) 296-7276

EMAIL: bmacy@echohealthinc.com

WEB: www.echohealthinc.com

ECHO delivers market-leading payment solutions by removing complexity and cost from every transaction. Our innovative solutions address the needs of clients, partners and over 1.6M providers, driving satisfaction with payment choice. We securely distribute $180B in payments and save our customers $1B annually with seamless, flexible integrations. ECHO, payments simplified.

Empowered Margins Inc. (DataHub.Insure)

Andrew Toppin, Director of Sales

2605 West Colorado Avenue, Suite 219

Colorado Springs, CO - 80904 - United States

PHONE: (719) 409-5719

EMAIL: andrew.toppin@empoweredmargins.com

WEB: www.datahub.insure

DataHub.Insure - Intelligent Automation built and supported by Empowered Margins, Powers Faster, Smarter Underwriting. Transform your group health underwriting from complex to confident. DataHub unifies scattered data, automates manual work, and gives your team real-time insights in one powerful platform. Built for today’s distributed workforce and evolving healthcare landscape.

Fabric

Elizabeth Duffield, Senior Director of Payer Sales

157 West 18th Street, 2nd Floor

New York, NY - 10011 - United States

PHONE: (844) 301-0093

EMAIL: elizabeth.duffield@fabrichealth.com

WEB: www.fabrichealth.com

Fabric offers intelligently connected care solutions that standardize, automate, and unify experiences—delivering seamless consumer interactions and empowering clinicians to provide faster, higher-quality care. Its solutions encompass an AI assistant, patient engagement tools, a provider directory, virtual care services, and workflow automation designed to streamline care delivery. The health tech company also delivers flexible virtual staffing models through its 50-state clinical network, leveraging Fabric's technology for virtual urgent and behavioral care. Fabric serves over 30,000 employers, payers, and health systems, including Intermountain Health, OSF HealthCare, MUSC Health, and Highmark. Investors include General Catalyst, Thrive Capital, GV (Google Ventures), and Salesforce Ventures.

Fiduciary In A Box

Patrick Williams, Co-Founder

286 Broad Street

Red Bank, NJ - 07701 - United States

PHONE: (612) 860-0937

EMAIL: patrick@fiduciaryinabox.com

WEB: www.fiduciaryinabox.com

Fiduciary In A Box is a cloud-based platform that simplifies fiduciary compliance for health and retirement plans. It equips plan sponsors and consultants with tools to document oversight, manage vendors, and meet ERISA and CAA requirements—minimizing risk, improving transparency, and ensuring audit-ready governance in one streamlined, intuitive solution.

Gigasheet

Jason Hines, Chief Executive Officer

25 Catoctin Circle Southeast, #1086

Leesburg, VA - 20175 - United States

PHONE: (703) 584-7511

EMAIL: sales@gigasheet.com

WEB: www.gigasheet.com

Gigasheet turns complex price transparency data into a strategic advantage. Payers, providers, and employers use its data and analytic tools to strengthen networks, negotiate better rates, and cut costs without technical bottlenecks. The platform delivers market intelligence for better-informed, more confident decisions that drive growth.

Gradient AI

Thomas Vandegrift, Senior Product Marketing Manager

1 Marina Drive, Suite 305

Boston, MA - 02210 - United States

PHONE: (856) 906-2142

EMAIL: tom.vandegrift@gradientai.com

WEB: www.gradientai.com

A leading provider of proven AI solutions for the Group Health insurance industry, Gradient AI helps companies price policies more accurately and aggressively, capture more business with streamlined underwriting and faster quote turnaround times, better manage risk, and reduce loss ratios with deeper insights into group risk.

Handl Health

Shapari Samimi, Senior Director, Marketing & Sales Operations

10000 Washington Boulevard, #6112

Culver City, CA - 90232 - United States

PHONE: (510) 410-0040

EMAIL: shapari@handlhealth.com

WEB: www.handlhealth.com

Boost your business with Handl Health, the price transparency platform that helps benefits consultants and TPAs win new clients, retain existing ones and save costs. Reprice claims, compare networks and calculate member costs effortlessly. Maximize your potential with Handl Health.

Health Portal Solutions

James Burkholder, President

11550 IH-10 West, Suite 220

San Antonio, TX - 78230 - United States

PHONE: (210) 641-7715

EMAIL: sales@hpsglobal.net

WEB: www.hpsglobal.net

Health plan administration involves many moving parts. We help Healthcare Payers consolidate their data, vendors, and business processes into one, privately-branded portal. This lets Payers organize the different pieces of plan administration in one place, boosting their efficiencies and growth.

Hi-Tech Health

Michael Carrara, Founder & Chief Revenue Officer

500 Dallas Parkway, Suite 500 A Plano, TX - 75093 - United States

PHONE: (908) 813-3440

EMAIL: mcarrara@hi-techhealth.com

WEB: www.hi-techhealth.com

Hi-Tech Health builds claims administration systems that serve TPAs, Health Insurance Carriers, ProviderSponsored Plans, Self-Insured Plans, Medicare Advantage, and more. Our company was founded in 1990 by a core group of developers who wanted to enhance the healthcare marketplace. The result is a SaaS, cloud-based platform that is completely customizable to meet any payer’s needs.

HippaWare, LLC

Alecia Nash, President/Architect

3446 Windsor Road SW

Roanoke, VA - 24018 - United States

PHONE: (540) 855-8923

EMAIL: alecia@hippaware.com

WEB: www.hippaware.com

HippaWare is an online platform designed to help manage a higher volume of clientele quickly and accurately. By automating workflow processes, brokers, agencies, TPAs, and reinsurers alike can leverage the AI checks and balances in HippaWare for verifying critical data and tasks. This security helps with all levels of compliance.

Integrated Payor Solutions

Shawn Evans, Chief Executive Officer

4304 18th Street, P.O. Box 14817

San Francisco, CA - 94114 - United States

PHONE: (415) 465-2534

EMAIL: sevans@integratedpayorsolutions.com

WEB: www.integratedpayorsolutions.com

Integrated Payor Solutions offers transformational, cloud-based solutions that power your payor or network business. Encompass+ delivers a full-stack tech solution without an additional IT resources investment. Our Transparency+ solution is a stand-alone claims processing system and cost estimator, designed to meet the No Surprises Act's regulations.

The Turnkey Solution for Claims Administration

Hi-Tech Health builds claims administration systems that serve TPAs, Carriers, Provider Sponsored Plans, Medicare Advantage, and more.

Series 3000 Features

Cloud-based software

Auto-adjudicate claims

Perform one screen claims processing

Make modifications in real time

Load benefits without limitation

Convert and pay claims in various currencies

Generate reports on demand

Complete COBRA administration

and seamless integration. As

INTERVENT International, LLC

Neil Gordon, Chief Executive Officer

22 Bull Street, Suite 300

Savannah, GA - 31401 - United States

PHONE: (912) 346-9301

EMAIL: neil@myintervent.com

WEB: www.interventhealth.com

Lumelight

William Stalvey, Vice President of Sales

1829 Reisterstown Road, Suite 100

Pikesville, MD - 21208 - United States

PHONE: (972) 241-0010

EMAIL: william.stalvey@lumelight.com

WEB: www.lumelight.com

MDI NetworX

Adrian Maynard

717 East Ordnance Road, Suite 208 Baltimore, MD - 21226 - United States

PHONE: (410) 760-2700

EMAIL: adrianm@mdinetworx.com

WEB: www.mdinetworx.com

At MDI NetworX, we are committed to delivering exceptional business management services to healthcare payers. We work with our clients to help reduce operational costs, increase first-pass adjudication rates and enhance customer service. We capitalize on our vast industry experience and are continually developing new technologies to overcome evolving business challenges. Our focus is on developing newer, better ideas to provide innovative solutions that better serve our customers.

MediOrbis

Jonathan Wiesen, MD

30575 Bainbridge Road, Suite 200 Cleveland, OH - 44139 - United States

PHONE: (216) 762-0777

EMAIL: jwiesen@mediorbis.com

WEB: www.mediorbis.com

MediOrbis is a global specialty telehealth company that provides innovative specialty services, such as chronic disease management, medical weight loss and integrated specialty care worldwide.

MediPay.AI, Inc.

Ralph Weber, President

16300 Katy Freeway, Suite 105

Houston, TX - 77094 - United States

PHONE: (713) 589-3398

EMAIL: ralph@medipay.ai

WEB: www.medipay.ai

MediPay.AI is a next-generation digital AI-driven cash-pay ecosystem built for self-funded employers. By replacing outdated virtual cards with secure, barcode-locked vouchers, MediPay enables employees to pay providers directly at the point of care—streamlining the experience and delivering real savings through smart, tech-enabled transparency. �� medipay.ai | info@medipay.ai

MedVision

Albert Sosa, Chief Executive Officer

3233 North Arlington Heights Road, Suite 307

Arlington Heights, IL - 60004 - United States

PHONE: (805) 827-8285

EMAIL: alberts@quickcap.net

WEB: www.medvision-solutions.com

MedVision develops innovative software solutions tailored for operational needs in population health, care coordination, and administrative services. Our product, QuickCap, offers robust healthcare claims processing and comprehensive workflow solutions. With dedicated resources of over 1,200 professionals, MedVision is committed to securing and enhancing your administrative services for long-term success.

Merit Medicine, Inc.

Robin McGinnis, Head of Growth

5900 Balcones Drive, Suite 157

Austin, TX - 78731 - United States

PHONE: (978) 708-6441

EMAIL: robin.mcginnis@meritmedicine.com

WEB: www.MeritMedicine.com

Merit Medicine delivers AI-led predictive insights tailored for underwriters and actuaries in the Group Health insurance space—enabling more accurate and competitive pricing, faster and more efficient underwriting workflows, and deeper insights into member and group-level risk. Our Merit Predict platform helps reduce loss ratios and supports more confident, data-driven decision-making.

What’s Your Compliance Forecast?

Unparalleled scalability for growth. Integrates with any tech stack. 60-day implementation for fast results.

Milliman

Manish Mandelia, Principal and Managing Director, Milliman Connect

3000 Bayport Drive, Suite 600

Tampa, FL - 33607 - United States

PHONE: (813) 282-9262

EMAIL: manish.mandelia@milliman.com

WEB: www.us.milliman.com/en/products/milliman-connect

At Milliman Connect, we focus on growing our clients' business! Towards this end, we built tech-enabled solutions complemented by Milliman's trusted consulting expertise. The seamless integration of technology, sales, compliance, and actuarial expertise serves as the foundation of our solutions and is also available as a traditional consulting service.

Milliman Intelliscript

Brad Martins, Account Executive 17335 Golf Parkway, Suite 100 Brookfield, WI - 53045 - United States

PHONE: (262) 923-1153

EMAIL: brad.martins@milliman.com

WEB: www.rxhistories.com/curv/group-health

Milliman IntelliScript delivers Curv® Group Health, a highly predictive stop-loss underwriting model that forecasts a group’s future healthcare costs when claims history is lacking. Curv comes with built-in clinical condition reports for the costliest impairments, with the analytics that matter most to stop-loss insurers. Rxhistories.com/curv/grouphealth.

Naviquis

Michel Heitstuman, Chief Operating Officer

2205 Point Boulevard, Suite 160 Elgin, IL - 60123 - United States

PHONE: (202) 262-6000

EMAIL: Michel.Heitstuman@Naviquis.com

WEB: www.Naviquis.com

Naviquis leverages AI and other advanced technologies to solve the complexities of healthcare administration. Naviquis' AI-powered Workflow Automation, Payment Integrity, FWA and Provider Communication solutions present an opportunity to transform your operation; ensure payment accuracy, improve efficiencies, reduce costs, and enhance overall satisfaction. Contact us for a free consultation.

OptMyCare, Inc.

Antony Pfaffle, Co-Founder

325 North St. Paul Street, Suite 3100

Dallas, TX - 75201 - United States

PHONE: (917) 375-7145

EMAIL: apfaffle@opt-mycare.com

WEB: www.Opt-mycare.com

Our company provides software to service risk, stratification and mitigation as well as cost prediction for riskbearing entities, including stop-loss and reinsurance companies.

Peek Healthcare Technologies, Inc.

Michael Navin, Founder & Chief Executive Officer

300 Avenue of the Champions

Palm Beach Gardens, FL - 33418 - United States

PHONE: (203) 520-7222

EMAIL: hello@peekmeds.com

WEB: www.peekmeds.com

Peek is a healthcare technology company helping employers lower prescription spend and stay compliant with transparency laws. Our Peek Meds Marketplace lets employees compare cash prices in one place, while direct manufacturer partnerships drive additional savings. Peek integrates with existing benefits and can be implemented without plan changes or disruption.

Ringmaster Technologies, Inc.

Wesley Reines, Senior Vice President of Sales

5200 Town Center Circle, Suite 540

Boca Raton, FL - 33486 - United States

PHONE: (330) 348-3700

EMAIL: wkeyes@ringmastertech.com

WEB: www.ringmastertech.com

Ringmaster Technologies is a pioneer in cloud-based software that streamlines the Stop-Loss and Pharmacy cycle— from Market to Bind to Administer to Renew. Through automation and advanced data analytics, we simplify complex workflows for brokers and self-funded consultants. Ringmaster Technologies - We listen to our users and help them win.

RxLogic

Shelia Reed, Executive Vice President, Business Engagement

10 Burton Hills Boulevard, Suite 110 Nashville, TN - 37215 - United States

PHONE: (888) 286-3323

EMAIL: sreed@rxlogic.com

WEB: www.rxlogic.com

Serif Health

Matt Robben, Chief Technology Officer

2261 Market Street, #4944

San Francisco, CA - 94114 - United States

PHONE: (314) 712-0094

EMAIL: matt@serifhealth.com

WEB: www.serifhealth.com

Serif Health gives businesses the ability to leverage price transparency machine-readable files and reimbursements data recently published by health plans and hospitals. Our products and APIs transform this massive, messy source dataset into clean outputs tailored to your use case.

Smart Data Solutions

April Gill, Chief Commercial Officer

2900 Lone Oak Parkway, Suite 130

Eagan, MN - 55121 - United States

PHONE: (651) 894-6400

EMAIL: marketing@sdata.us

WEB: www.sdata.us

Smart Data Solutions (SDS) is a leading provider of technology-driven solutions for healthcare process automation and interoperability. Leveraging an AI-driven automation platform, SDS offers a comprehensive suite of services, including Digital Mailroom and Data Capture, Clearinghouse, Intelligent Medical Records, and Claims Operations solutions. Trusted by over 500 clients—including third-party administrators (TPAs), regional and national health plans, Blue Cross Blue Shield organizations, providers, and healthcare partners—SDS enables efficient transformation across the front, middle, and back office of healthcare operations.

Spence

Bruce Ettinger, Founder & Chief Executive Officer

145 South Fairfax Avenue, Suite 372 Los Angeles, CA - 90036 - United States

PHONE: (310) 776-5485

EMAIL: van@newpayhealth.com

WEB: www.heyspence.com

ThreeFlow

Richard Perrott, Chief Operating Officer/Co-Founder

306 West Erie Street, Suite 300 Chicago, IL - 60654 - United States

PHONE: (773) 273-0962

EMAIL: richardperrott@threeflow.com

WEB: www.threeflow.com

ThreeFlow is the only shared system between brokers and carriers that fosters collaboration from quote to negotiation to analysis to implementation. With our unique data, connections to your tech stack, and streamlined workflows for renewals and quotes, we’re here to help drive better business decisions and client outcomes.

TrueClaim

Barbora Howell, Chief Executive Officer

2261 Market Street, Suite 22410

San Francisco, CA - 94114 - United States

PHONE: (916) 841-9659

EMAIL: barbora@trytrueclaim.com

WEB: www.trytrueclaim.com

TrueClaim is the AI-enabled health plan administrator for self-insured companies and health plans. Our platform saves at least 7% of medical and pharmacy claims costs by automatically navigating members to the right solution at the right time.

Vālenz Health®

Rob Gelb, Chief Executive Officer

Five Radnor Corporate Center, 100 Matsonford Road, #5-444

Wayne, PA - 19087 - United States

PHONE: (866) 762-4455

EMAIL: rgelb@valenzhealth.com

WEB: www.valenzhealth.com

VBA

Robin Dale, Event Coordinator

600 West Virginia Street, 3rd Floor Milwaukee, WI - 53204 - United States

PHONE: (262) 853-5148

EMAIL: rdale@vbasoftware.com

WEB: www.vbasoftware.com

VBA delivers innovative, cloud-based SaaS solutions that transform benefits administration. We help healthcare payers streamline claims, optimize workflows, and enhance member experiences. Backed by expert guidance, VBA empowers organizations with actionable insights, operational efficiency, and scalable tools to meet the challenges of rising costs and evolving industry demands.

Wellnecity

John Quinn, Founder and Chief Executive Officer

500 West 5th Street, Suite 502 Winston-Salem, NC - 27101 - United States

PHONE: (704) 898-3191

EMAIL: j.quinn@wellnecity.com

WEB: www.wellnecity.com

Wellnecity’s Smart Hub simplifies self-funded health plan management by integrating all vendor and data sources— not just claims—for real-time, proactive, and objective performance monitoring. Employers gain cost savings, better member outcomes, increased utilization, and reduced fiduciary risk. The result: smarter oversight, improved plan performance, and a guaranteed positive ROI.

Driving Business Growth Through Strategic Wellness Partnership

We have dedicated personnel to help grow your book of business. Our team works side-byside with your sales representatives, crafting compelling messages, differentiating your offerings, and supporting your teams to drive new business acquisition in an increasingly competitive market.

Your Brand, Front and Center

Fully white-labeled platform that strengthens your market position while complementing existing product lines

Member Experience That Delivers

Personalized challenges, accessible tracking, and smart incentives that drive lasting engagement and behavior change

Business Growth Support

Our dedicated partner success team helps you win new business by providing sales enablement, competitive positioning, and implementation excellence that differentiates your offering in the market

Effortless Administration

Intuitive reporting dashboards, automated communications, and complete implementation support that minimize operational burden

Measurable Health Impact

Comprehensive assessment tools and targeted interventions that address your most pressing population health priorities

"We joke in our small team that we just sort of bend this platform to our will. It allows us to do that... And that allows us to be able to say yes to a lot of things that we weren't able to say yes to before "

Heather Horn Manager of Population Health at Meritain Health

WellRight

Nicole Grasso, Director, Partnership Development

P.O. Box 773178

Chicago, IL - 60677 - United States

PHONE: (312) 724-6925

EMAIL: ngrasso@wellright.com

WEB: www.wellright.com

WellRight supports 500+ corporate wellness programs with flexible, user-friendly software. Features include health assessments, device integration, coaching, challenges, rewards, and more. Its customizable platform helps employers tailor wellness initiatives to employee needs, fostering healthier habits, stronger culture, and better business outcomes. Wellness that fits—because one size doesn’t.

WLT Software

Andrea Aguilar

26133 US Highway 19 N., Suite 400

Clearwater, FL - 33763 - United States

PHONE: (727) 486-3583

EMAIL: aaguilar@wltsoftware.com

WEB: www.wltsoftware.com

Benefits administration software, insurance adjudication.

Third-Party Administrators

90 Degree Benefits

Gene Rodgers, Chief Operating Officer

Corporate Office - 450 Riverchase Parkway East Birmingham, AL - 35244 - United States

PHONE: (833) RGT-TURN - (833) 748-8876

EMAIL: Gene.Rodgers@90degreebenefits.com

WEB: www.90DegreeBenefits.com

ACS Benefit Services, LLC

Diane McMahon, Market Analyst

470 West Hanes Mill Road, Suite 100

Winston-Salem, NC - 27105 - United States

PHONE: (336) 759-2013

EMAIL: dmcmahon@acsbenefitservices.com

WEB: www.acsbenefitservices.com

ACS offers innovative products and services available in the employee benefits marketplace. Over the past four decades, we are proud to have grown into a leading TPA by focusing on the future of the industry and creating longterm health plan solutions for our employer groups.

Administrative Concepts, Inc.

Jon Peiffer, Chief Operating Officer

400 Campus Drive, Suite 300

Collegeville, PA - 19468 - United States

PHONE: (610) 293-9229

EMAIL: jonpeiffer@acitpa.com

WEB: www.acitpa.com

Administrative Concepts Inc. (ACI) has provided quality TPA services for over 25 years. Superior service, genuine care for our clients, and innovative solutions are just a few reasons why clients partner with us. We do not sell direct, but provide administration services for self-insured and fully insured products.

Aither Health

Lisa True, Co-Founder & Co-Chief Executive Officer

P.O. Box 1408

Buffalo, NY - 14226 - United States

PHONE: (833) 408-4080

EMAIL: ltrue@aitherhealth.com

WEB: www.aitherhealth.com

Aither Health is a healthcare solutions company offering a full suite of innovative products and services for thirdparty administrators and risk-bearing entities such as self-funded employers, health plans and providers.

Allegiance Benefit Plan Management, Inc.

Stephen Tahta, President & General Manager

2806 South Garfield Street

Missoula, MT - 59801 - United States

PHONE: (406) 523-3175

EMAIL: rayni.lenz@askallegiance.com

WEB: www.AskAllegiance.com

At Allegiance, we measure our success by the value we deliver to our customers. We take the consultative, teambased approach with each of our clients to be their overall resource for employee benefits. Our experience, flexibility and technology ensure fast, accurate claims processing together with high-touch customer service.

Allied Benefit Systems, LLC

Allison Loehman, Vice President, Revenue Marketing & Operations

200 West Adams Street, Suite 500

Chicago, IL - 60606 - United States

PHONE: (847) 366-0597

EMAIL: aloehman@alliedbenefit.com

WEB: www.alliedbenefit.com

Founded in 1980, Allied Benefit Systems, LLC is the largest national independent Third-Party Administrator (TPA) in the U.S., serving over 14,500 self-insured employers. We deliver personalized healthcare solutions that combine flexible plan designs, data-driven analytics, proactive care navigation, and intuitive digital tools to optimize benefits, drive smarter decisions, reduce costs, and support healthier outcomes for members.

AmeriHealth Administrators

Mark Miller, Broker Executive 1901 Market Street, 32nd Floor Philadelphia, PA - 19103 - United States

PHONE: (610) 757-7997

EMAIL: mark.miller@ahatpa.com

WEB: www.amerihealth.com/tpa

AmeriHealth Administrators, Inc. has a history of innovation in managing self-funded health plans and providing business process outsourcing services for insurers and payers. We listen, anticipate, and respond by leveraging technology and carefully crafting strategies, tools, and services to help customers manage solutions for nextgeneration health care. Visithttps://www.amerihealth.com/tpa

Amwins Group Benefits

Jeff Grocky, Vice President, Marketing 21550 West Oxnard Street

Woodland Hills, CA - 91367 - United States

PHONE: (805) 279-5036

EMAIL: jacquelyn.koenig@amwins.com

WEB: www.amwins.com/solutions/group-benefits

SELF-FUNDED HEALTHCARE PLAN

with Powerful Cost Saving Solutions

The only way to take control of health benefit costs is by self-funding with a Best-in-Class, independent TPA.

S With no affiliations to potentially conflict with a plan’s best interests, Diversified Group puts the client’s needs first and foremost.

S Diversified designs high-quality health plans, handles all administration and provides the data needed to make informed decisions.

S Diversified provides members with easy access to quality care and the tools needed to compare out of pocket costs for network providers.

At Diversified Group, we’re much more than a TPA. We’ve been the solution to health benefits for self-funded employer groups since 1967.

To find out more, contact Diversified Group today or visit dgb-online.com.

369 North Main Street | PO Box 299

Marlborough, CT 06447

ph 888-322-2524 | dgb-online.com

Avant Health

Sidhartha Sinha, Founder & Chief Executive Officer

1751 North Western Avenue

Chicago, IL - 60647 - United States

PHONE: (615) 925-5065

EMAIL: sid@avanthealth.ai

WEB: www.avanthealth.ai

Avant Health is an AI-native TPA that designs and administers customized health plans. We leverage unique data and partnerships to enable flexibility and hyper-personalization. With our tech stack, we integrate faster, intervene more effectively, and own the member experience - resulting in better outcomes, lower costs, and happier members.

AvMed

Eduardo de Armas, Director of Group Sales

3470 NW 82nd Avenue, Suite 900

Doral, FL - 33122 - United States

PHONE: (786) 877-6639

EMAIL: Eduardo.deArmas@avmed.org

WEB: www.avmed.org

AvMed offers a wide range of health plans and works with employers to deliver best-in-class service, affordable solutions and self-funded programs that maximize coverage, minimize hassles, improve health and control costs. We tailor our programs to meet the needs of employers, encouraging employees to live healthier lives.

Benefit & Risk Management Services

Paul Schafer, Executive Vice President

80 Iron Point Circle, Suite 200

Folsom, CA - 95630 - United States

PHONE: (916) 467-1370

EMAIL: maureen.enright@brmsonline.com

WEB: www.brmsonline.com

BRMS is a leading independent TPA that delivers integrated, end-to-end benefits solutions, including claims and benefit administration, ancillary solutions, and multi-employer administration. We empower businesses to optimize their employee benefit programs with integrated technology and customized service solutions. Experience better service, technology, and relationships with BRMS.

Boon-Chapman Benefit Administrators, Inc.

Kari Niblack, President

9401 Amberglen Boulevard, Suite I-100

Austin, TX - 78729 - United States

PHONE: (317) 473-3720

EMAIL: kari.niblack@boonchapman.com

WEB: www.boonchapman.com

Boon-Chapman is a trusted third-party administrator delivering innovative, integrated health plan solutions since 1961. We specialize in claims administration, medical management, care navigation, and compliance services— empowering employers, brokers, and insurance entities with cost-effective strategies and compassionate member support. Our commitment to excellence ensures better health outcomes and long-term savings.

Business Administrators & Consultants, Inc.

Rebecca Speich, Chief Executive Officer

6331 East Livingston Avenue

Reynoldsburg, OH - 43068 - United States

PHONE: (800) 521-2654

EMAIL: rspeich@bactpa.com

WEB: www.bactpa.com

Business Administrators & Consultants, Inc. (BAC) is an independent, family-owned TPA providing comprehensive, full-service solutions for self-funded health plan administration. We help reduce administrative burden, improve plan performance, and support members every step of the way. BAC proudly celebrates 45 years of caring, committed service to clients and their families.

Cardea Benefits Limited

Kerel Warrick, Director

119 Henry Street

Port of Spain - 101009 - Trinidad And Tobago

PHONE: +1 (868) 729-0876

EMAIL: kwarrick@cardeabenefits.com

WEB: www.cardeabenefits.com

Cardea Benefits Limited is the Caribbean’s specialist partner for self-funded health plans and Alternative Risk Transfer. We deliver technology-driven, cost-effective solutions with a focus on automation, real-time insights, and exceptional service. Our commitment to innovation and operational excellence helps partners create flexible, sustainable benefits programs tailored to evolving health care needs.

CGI Business Solutions

Anne Vallette, Senior Benefits Advisor

5 Dartmouth Drive

Auburn, NH - 03032 - United States

PHONE: (603) 232-9322

EMAIL: avallette@cgibenefitsgroup.com

WEB: www.cgibusinesssolutions.com

CGS Health

Matt Fry, Vice President, Business Development

320 Boston Post Road

Darien, CT - 06820 - United States

PHONE: (929) 300-0848

EMAIL: mfry@cgshealth.com

WEB: www.cgshealth.com

CGS Health offers customized, self-funded insurance plans to help businesses secure cost-effective employee health benefits. Partnering with A-rated carriers, we provide coverage tailored to your team's unique needs, avoiding unnecessary benefits or blanket premiums. Discover how CGS Health can save you time and money.

ClaimChoice Administrators

Brett Wilkinson, President/Chief Sales Officer

26622 Woodward Avenue, Suite 100

Royal Oak, MI - 48067 - United States

PHONE: (248) 816-9017

EMAIL: bwilkinson@claimchoice.com

WEB: www.claimchoice.com

ClaimChoice is a visionary Third-Party Administrator and Benefits Studio specializing in flexible solutions that help employers navigate self-funding healthcare options. From personalized service to innovative offerings, we stay at the forefront of a constantly evolving marketplace. ClaimChoice is here to make a difference – one bold move at a time.

Concierge Third Party Administrator

Todd Archer, President

300 Southeast Frank Phillips Boulevard, Suite 200 Bartlesville, OK - 74003 - United States

PHONE: (918) 553-7520

EMAIL: todd@ctpa.com

WEB: www.ctpa.com

Our team of industry professionals focuses on providing excellent customer service in the self-funded space. We're a workhorse third-party administrator (TPA), not a show pony, and we let our core values guide us in creating a better way to handle health benefits for our clients.

Consociate Health

Darren Reynolds, JD, CBWA, President & Chief Executive Officer

2828 North Monroe Street Decatur, IL - 62526 - United States

PHONE: (217) 451-9101

EMAIL: darrenreynolds@consociate.com

WEB: www.consociatehealth.com

Custom Design Benefits

Amanda Guinan, Vice President, Business Development and Compliance

5589 Cheviot Road

Cincinnati, OH - 45247 - United States

PHONE: (800) 598-2929

EMAIL: CustomDesignBenefits@customdesignbenefits.com

WEB: www.CustomDesignBenefits.com

Custom Design Benefits (CDB) is a dynamic, service-oriented organization specializing in the administration of selffunded health benefits, compliance services such as FMLA, COBRA and consumer-driven services. Founded in 1991, Custom Design Benefits is the area's largest independent Third-Party Administrator servicing brokers and employers in Ohio, Kentucky and Indiana and is a WBENC-Certified Women's Business Enterprise. We are recognized as a national leader in the development and implementation of reference-based pricing plans and other innovative cost containment services.

Delta Health Systems

Patrick McTighe, Chief Experience Officer

3244 Brookside Road, Suite 200

Stockton, CA - 95219 - United States

PHONE: (209) 939-3489

EMAIL: patrick.mctighe@deltatpa.com

WEB: www.deltatpa.com

We make health plans work. At Delta Health Systems, we treat every plan like it belongs to our own family. With 50+ years of experience, we help employers and union trusts care for 100–20,000 lives—offering targeted wellness, smart analytics, and trusted administration through our partner, Delta Fund Administrators.

Difference Card

Christopher Calderone, Chief Revenue Officer

777 West Putnam Avenue, Suite 101 Greenwich, CT - 06830 - United States

PHONE: (516) 776-4910

EMAIL: ccalderone@differencecard.com

WEB: www.differencecard.com

Difference Card helps brokers to provide better health benefits to their employer clients at a better price. The MERP solution brings a partially self-funded strategy to small employers, with a track record of 18% net annual savings. Clients are financially protected by the Difference Guarantee.

Direct Care Administrators

Darci Roskelley

1530 Layton Hills Parkway Layton, UT - 84041 - United States

PHONE: (800) 565-3234

EMAIL: Darci.Roskelley@trucordia.com

WEB: www.directcareadministrators.com

DCA partners with employers to align benefit plans with long-term goals by uncovering cost-saving opportunities hidden in traditional insurance models. Our real-time tools empower members, reduce waste, and maintain coverage quality. For over 20 years, we’ve helped employers take control of healthcare costs and achieve sustainable, informed benefit strategies.

Diversified Benefit Administrators, Inc.

Mary Beth Donalson, President

2024 East Pinetree Boulevard, Suites D & F

Thomasville, GA - 31792 - United States

PHONE: (229) 236-7422

EMAIL: marybeth@dbainc.org

WEB: www.dbainc.org

DBA specializes in cost containment as well as providing services for HRA, HSA, FSA, level-funded and traditional self-funding.

Diversified Group

Brooks Goodison, President

369 North Main Street

Marlborough, CT - 06447 - United States

PHONE: (888) 322-2524

EMAIL: bgoodison@diversifiedgb.com

WEB: www.dgb-online.com

Diversified Group is a leading third-party administrator (TPA) specializing in self-funded health plans. We provide innovative benefits administration, compliance support, and cost containment solutions tailored to employers’ needs. With decades of experience, we help clients manage healthcare benefits effectively while ensuring regulatory compliance and enhancing plan performance.

Eliance Health Solutions

Erica Brandt, Marketing Analyst

Urban Place, 480 New Holland Avenue, Suite 7203

Lancaster, PA - 17602 - United States

PHONE: (717) 560-9494

EMAIL: ebrandt@phcunity.com

WEB: www.eliancehealthsolutions.org

Eliance Health Solutions offers self-funded health plans powered by Penn Medicine to businesses with 15 or more employees. Our health plans help employers stabilize costs and help employees improve their health and well-being.

Group Benefit Services, Inc. (GBS)

James Deren, President/Chief Executive Officer

3810 East Sunshine Street, Suite #200

Springfield, MO - 65809 - United States

PHONE: (800) 995-3569

EMAIL: marketing@gbsitpa.com

WEB: www.gbs-tpa.com

Serving as a Third-Party Administrator (TPA), Group Benefit Services, Inc. (GBS) uses industry-leading technology to create and administer sustainable self-funded health plans. Established in 1992, today GBS develops custom benefit plans to meet the needs of a diverse set of clientele while building positive, personalized connections with members.

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Group Marketing Services, Inc.

James Kaiser, President

P.O. Box 19040

Kalamazoo, MI - 49019-0040 - United States

PHONE: (800) 354-4768

EMAIL: jbk@groupmarketingservices.com

WEB: www.groupmarketingservices.com

Group Marketing Services, Inc. has been offering group benefits to small and medium businesses since 1972. With offices in Kalamazoo and Grand Rapids, MI, we are able to serve your group insurance needs throughout Michigan, Indiana, Ohio and the entire Midwest. We offer and administer self-funded and fully-insured Major Medical, Dental, Vision, Life and Disability insurance. We also offer COBRA and Flexible Spending Account administration. We pride ourselves on customer service and our ability to customize solutions to meet each employer's group benefit needs.

Health Plans, Inc.

Deborah Hodges, President and Chief Executive Officer 1500 West Park Drive, #330 Westborough, MA - 01581 - United States

PHONE: (508) 752-2480

EMAIL: dhodges@healthplansinc.com

WEB: www.hpitpa.com

HPI is a forward-thinking, national third-party administrator of self-funded health plan solutions with over 40 years of experience. Our entrepreneurial spirit, flexible approach, and personalized service have helped us serve clients of all sizes across all industries, delivering novel strategies that make the most of every healthcare dollar.

Healthcare Management Administrators (HMA)

Tina Stone, Director, Product & Marketing 10700 Northup Way, Suite 100 Bellevue, WA - 98006 - United States

PHONE: (540) 580-7151

EMAIL: tina.stone@accesstpa.com

WEB: www.accesshma.com

HMA is Proving What's Possible in Healthcare®. Our team of caring experts designs and delivers high-quality, innovative, and affordable health plans for self-funded employers. We are the service-oriented partner employers trust to protect two of their most important assets: their people and their health plan dollars. With over 35 years of industry experience and a team of proactive, highly skilled professionals, we help employers improve their bottom line. We call this "Winning Together" because we're on the same side and share the same goals – healthier outcomes for our members at the best possible value.

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HealthClaim Review® (Considine & Associates Inc.)

James Considine, MD, MBA, President and Chief Executive Officer

320 Goddard Way, Suite 150

Irvine, CA - 92618 - United States

PHONE: (949) 470-1800

EMAIL: jimconsidine@healthclaim.net

WEB: www.healthclaim.com

HealthClaim Review® (a Considine & Associates Inc. company) performs physician specialist audit and hospital/ facility bill review services to ERISA groups, TPAs, health plans, MGUs and stop-loss carriers. Hospital bill audit and negotiation is provided on a flat fee basis, customized by case. We also provide DRG Record Validation and Medicare repricing.

HealthEZ

Laurie Gardner, Senior Vice President, Sales, Marketing and Revenue Operations

7201 West 78th Street

Minneapolis, MN - 55439 - United States

PHONE: (720) 318-6537

EMAIL: laurie.gardner@healthez.com

WEB: www.healthez.com

With over 40 years of experience, HealthEZ provides proven cost containment strategies that integrate all aspects of administration under one roof to ensure member satisfaction, employer savings, and quick issue resolution, and it shows: 81 Net Promoter Score, 9.6/10 member satisfaction score, and 90% client retention.

HealthVue360

James Patton, Chief Executive Officer

5006 Lake View Drive

Austin, TX - 78732 - United States

PHONE: (512) 633-5166

EMAIL: jpatton@healthvue360.com

WEB: www.healthvue360.com

HRMP, LLC

John Mange, President

300 Rosewood Drive, Suite 250

Danvers, MA - 01923 - United States

PHONE: (978) 762-9780

EMAIL: jim.mange@hrmp.com

WEB: www.hrmp.com

HRMP is a distinctive third-party administrator positioned to offer creative solutions to underwriters, insurance carriers, and reinsurers. Our unique solutions include back office or run-out administration, auditing services, life conversions, and more. We'll be there for you because Our Success Can Only Follow Yours.®

Imagine360

Tom Wittick, Senior Vice President of Growth

1550 Liberty Ridge Drive, Suite 330

Wayne, PA - 19087 - United States

PHONE: (610) 805-5142

EMAIL: twittick@imagine360.com

WEB: www.imagine360.com

Key Benefit Administrators

Craig Frazier, Vice President, Human Resources

360 Kingsley Park Drive, Suite 200

Fort Mill, SC - 29715 - United States

PHONE: (803) 396-4837

EMAIL: craig.frazier@keybenefit.com

WEB: www.keybenefit.com

Key Benefit Administrators was founded in 1979 as a full-service group benefits administration firm specializing in self-funded medical and chronic disease management plans. Since that time, the Key Family has grown to become one of the country's largest independently owned third-party administrators, supporting a wide variety of group benefit plans.

Lucent Health

Scott Settle, Chief Sales Officer

424 Church Street, Suite 2300

Nashville, TN - 37219 - United States

PHONE: (216) 659-4299

EMAIL: scott.settle@lucenthealth.com

WEB: www.lucenthealth.com

As one of the nation’s largest independent TPAs, Lucent Health delivers vertically integrated health solutions, including plan administration, concierge care, pharmacy, and care management. Lucent Health’s advanced analytics provide transparency into health plan spend and actionable insights that deliver industry-leading member engagement, lower medical cost trend, and fewer large claims.

MedBen

Brian Fargus, Vice President of Sales and Marketing

1975 Tamarack Road

Newark, OH - 43055 - United States

PHONE: (888) 627-8683

EMAIL: bfargus@medben.com

WEB: www.medben.com

MedBen is a Midwest leader in Third-Party Administration for self-funded plans. We provide unique, proven costsaving solutions, including medical, Rx, wellness/disease management, FSA/HRA plans, COBRA administration, plan analytics and stop-loss brokerage services. Self-funding Saves and MedBen Delivers.

Meritain Health

Diana Leygerman, Project Manager

300 Corporate Parkway

Amherst, NY - 14226 - United States

PHONE: (267) 518-7295

EMAIL: leygermand@meritainhealth.com

WEB: www.meritain.com

Meritain Health, an Aetna company, provides benefits to more than 1.5 million members nationwide. At Meritain Health®, our goal is simple: take a creative approach to health care and build industry-leading connections. Whether you're building an employee benefits program, researching your member benefits or offering support to your patients, we're ready to help you do more with your health plan. For more information, visit www.meritain.com.

Milliman

Manish Mandelia, Principal and Managing Director, Milliman Connect

3000 Bayport Drive, Suite 600 Tampa, FL - 33607 - United States

PHONE: (813) 282-9262

EMAIL: manish.mandelia@milliman.com

WEB: www.us.milliman.com/en/products/milliman-connect

NAHGA Claim Services

Marney Chalmers, President/Chief Executive Officer

88 Main Street, P.O. Box 189 Bridgton, ME - 04009 - United States

PHONE: (207) 671-0074

EMAIL: marneyc@nahgaclaims.com

WEB: www.nahgaclaimservices.com

NAHGA Claim Services (National Accident Health General Agency) is a nationally recognized Third-Party Administrator (TPA) specializing in secondary accident insurance claims. Our core focus spans a variety of niche markets, including College A&H Plans, Blanket Special Risk, K–12 Student Insurance, Boys & Girls Camps, Daycares, Youth Sports Leagues, Community Centers, Group Association Medical Plans, Motocross and Short Track Auto Racing, Television & Film Productions, Self-Insured Aggregates, and other specialty risk programs.

Naviquis

Michel Heitstuman, Chief Operating Officer

2205 Point Boulevard, Suite 160

Elgin, IL - 60123 - United States

PHONE: (202) 262-6000

EMAIL: Michel.Heitstuman@Naviquis.com

WEB: www.Naviquis.com

North American Risk Services (NARS)

Amanda Jensen, Director of Marketing and Branding

300 International Parkway, Suite 250 Lake Mary, FL - 32701 - United States

PHONE: (800) 315-6090

EMAIL: ajensen@narisk.com

WEB: www.narisk.com

North American Risk Services, Inc. (NARS) is a privately held, national third-party claims administrator that offers comprehensive claims and insurance-related services. Recognized in the industry for its flexibility, strong customer service and depth of insurance and claims knowledge, NARS tailors program administration to fit client needs.

Nova Healthcare Administrators, Inc.

Todd Martin, Chief Sales Officer

P.O. Box 408

Buffalo, NY - 14231 - United States

PHONE: (716) 932-5105

EMAIL: asknova@novahealthcare.com

WEB: www.novahealthcare.com

Nova delivers flexible, innovative health plan solutions that go beyond one-size-fits-all benefits. We improve holistic plan performance through options like DPC, RBP, in-house medical management, and HSA/FSA/HRA products‚ plus private-labeled solutions tailored to your population. Our creative approach builds smarter plans and better member experiences.

Personify Health

Reganne D'Angelo, Marketing Events Specialist

75 Fountain Street

Providence, RI - 02902 - United States

PHONE: (985) 768-8084

EMAIL: reganne.dangelo@personifyhealth.com

WEB: www.PersonifyHealth.com

Personify Health, the largest independent third-party administrator, consolidates all health benefits for a seamless experience. Our personalized plans cater to organizational goals with flexible benefits and diverse network access. Our claims management and clinical programs deliver cost savings and prioritize member care, ensuring optimal outcomes and member engagement.

Planned Administrators, Inc.

George Stiles, President

17 Technology Circle

Columbia, SC - 29203 - United States

PHONE: (803) 462-3102

EMAIL: Marketing@paisc.com

WEB: www.paisc.com

PAI is a nationally licensed TPA, delivering flexible solutions across group health plans, ancillary products, and P&C programs and offering innovative approaches to support client partners. We currently provide administrative services for both traditional self-funded accounts as well as providing business process outsourcing solutions for regional and national businesses.

Point C

Jen Greco, Vice President, Marketing

402 Graham Avenue

Eau Claire, IL - 54701 - United States

PHONE: (773) 339-1350

EMAIL: jen.greco@pointchealth.com

WEB: www.pointchealth.com

Point C is a National Third-Party Administrator (TPA) with local market presence that delivers customized selffunded benefit programs. Our TPA partners have decades of experience curating custom healthcare plans that simultaneously reduce healthcare spend for employers and help employees get the quality care they need. Discover more at pointchealth.com.

Populytics, Inc.

Stacey Asbell, Vice President, Operations & Health Plan Management

707 Hamilton Street, 6th Floor

Allentown, PA - 18101 - United States

PHONE: (866) 733-6158

EMAIL: stacey.asbell@jefferson.edu

WEB: www.populytics.com

Populytics is a population health management and analytics company that transforms health insurance claims and clinical data into actionable information. We are built on a foundation of legacy TPA experience and three decades of employer health plan management. We have also pioneered Populytics Health Management Solutions, a new directto-employer health care model that delivers high-quality and high-value without the extra layers associated with major insurers. Additional services include benefits administration/consulting, care coordination, and well-being services.

RAS - Risk Administration Services, Inc.

Eddie Riveiro, Executive Vice President, Production

300 North Cherapa Place, Suite 401

Sioux Falls, SD - 57103 - United States

PHONE: (605) 361-4142

EMAIL: Eddie.Riveiro@RASCompanies.com

WEB: www.RASCompanies.com

Reflect Health

Vincent Esposito, Chief Executive Officer

4900 Parkway Drive

Mason, OH - 45040 - United States

PHONE: (631) 258-0210

EMAIL: vesposito@ss-healthcare.com

WEB: www.ss-healthcare.com

Reflect Health is reimagining plan administration for self-funded health programs. Our Benefits Hub simplifies and elevates healthcare through smart administration, expansive network access, and innovative cost-saving tools. Committed to reducing costs and improving member care, we deliver scalable solutions that help partners serve better and achieve greater success.

Regional Care, Inc.

Allison Claussen, Interim President

905 West 27th Street

Scottsbluff, NE - 69361 - United States

PHONE: (800) 795-7772

EMAIL: allison.claussen@regionalcare.com

WEB: www.regionalcare.com

Since 1992, Regional Care, Inc. has been a trusted leader in Third-Party Administration. We specialize in delivering personalized, concierge-level service for self-funded and level-funded health plans—making complex benefits simple and seamless. Our comprehensive offerings include: Medical Plan Administration, Dental & Vision Plans, Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), COBRA Administration and Short-Term Disability. Backed by a team with over 330 years of combined industry experience, we're committed to delivering expertise, flexibility, and service that goes beyond expectations. Regional Care, Inc. –Where Experience Meets Exceptional Care.

Ringmaster Technologies, Inc.

Wesley Reines, Senior Vice President of Sales

5200 Town Center Circle, Suite 540

Boca Raton, FL - 33486 - United States

PHONE: (330) 348-3700

EMAIL: wkeyes@ringmastertech.com

WEB: www.ringmastertech.com

Ringmaster Technologies is a pioneer in cloud-based software that streamlines the Stop-Loss and Pharmacy cycle— from Market to Bind to Administer to Renew. Through automation and advanced data analytics, we simplify complex workflows for brokers and self-funded consultants. Ringmaster Technologies - We listen to our users and help them win.

RiverStone

Matt Kunish, Chief Business Development Officer

250 Commercial Street, Suite 5000

Manchester, NH - 03101 - United States

PHONE: (603) 656-2200

EMAIL: matt_kunish@trg.com

WEB: www.trg.com

S&S Healthcare

Vincent Esposito, Chief Executive Officer

4900 Parkway Drive

Mason, OH - 45040 - United States

PHONE: (513) 772-8866

EMAIL: vesposito@ss-healthcare.com

WEB: www.ss-healthcare.com

S&S Healthcare, soon to be Reflect Health, is reimagining plan administration for self-funded health programs. Our Benefits Hub simplifies and elevates healthcare through smart administration, expansive network access, and innovative cost-saving tools. Committed to reducing costs and improving member care, we deliver scalable solutions that help partners serve better and achieve greater success.

SISCO

Heather Harper, Vice President

700 Locust Street

Dubuque, IA - 52001 - United States

PHONE: (563) 587-6378

EMAIL: dsigwarth@siscobenefits.com

WEB: www.siscobenefits.com

SISCO, an independent TPA, transforms healthcare with tailored strategies and personalized service. We integrate all health plan services, including enrollment, medical management, claim administration, compliance consulting and cost control, ensuring accuracy and cost savings. With over 40 years of experience, we provide comprehensive solutions to meet unique employer needs, simplify benefits, control costs, and maximize value.

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Summit Administration Services, Inc.

Alfred Gregory, President

P.O. Box 25160

Scottsdale, AZ - 85255 - United States

PHONE: (888) 690-2020

EMAIL: alfred@summit-inc.net

WEB: www.summit-inc.net

Summit is a privately held TPA focused on high-touch service, price transparency, and providing truly unbundled benefit administration. Since 1996, we've administered Corporate, Government, School District, Multi-Employer Trust, and Tribal Self-Funded Health Benefit Plans. Summit is a leading administrator for Self-Funded Tribal W/C & Liability programs nationwide.

UMR

Mike Benson, Vice President Sales Operations

115 West Wausau Avenue

Wausau, WI - 54401 - United States

PHONE: (715) 841-6012

EMAIL: mike.benson@umr.com

WEB: www.UMR.com

UMR, UnitedHealthcare’s TPA solution, is the country’s largest third-party administrator (TPA) of health benefits, providing customized solutions, cost-effective networks and compassionate service for self-funded medical, dental, vision and disability plans.

Vālenz Health®

Rob Gelb, Chief Executive Officer

Five Radnor Corporate Center, 100 Matsonford Road, #5-444

Wayne, PA - 19087 - United States

PHONE: (866) 762-4455

EMAIL: rgelb@valenzhealth.com

WEB: www.valenzhealth.com

Vault Strategies

Dalton Jensen, Senior Vice President

501 South Towanda Barnes Road, Suite 3

Bloomington, IL - 61705 - United States

PHONE: (309) 531-9248

EMAIL: dalton@allthingsvault.com

WEB: www.allthingsvault.com

XO Health

James Bulls, Senior Vice President Sales

11675 Rainwater Drive, Suite 175

Alpharetta, GA - 30009 - United States

PHONE: (817) 372-2093

EMAIL: jbulls@xohealth.com

WEB: www.xohealth.com

Zelis

Kathy Baker, Director, Segment Marketing

149 Newbury Street

Boston, MA - 02116 - United States

PHONE: (888) 311-3505

EMAIL: kathy.baker@zelis.com

WEB: www.zelis.com

Other

90 Degree Benefits

Gene Rodgers, Chief Operating Officer

Corporate Office - 450 Riverchase Parkway East Birmingham, AL - 35244 - United States

PHONE: (833) RGT-TURN - (833) 748-8876

EMAIL: Gene.Rodgers@90degreebenefits.com

WEB: www.90DegreeBenefits.com

Alpha Isle Services

Robyn Eagan, Co-Founder & Senior Vice President

500 Cummings Center

Beverly, MA - 01915 - United States

PHONE: (978) 224-8812

EMAIL: robyne@alphaisleservices.com

WEB: www.alphaisleservices.com

Alpha Isle Services LLC (AIS) is a specialist medical stop-loss claims administrator. It provides outsourced claims administration services to managing general underwriters, insurance companies, brokers, captives and self-funded employer groups. AIS also provides operational assessments, claims audits and reserve analysis.

AMB Investment Banking

Ryan Loehr, Managing Director 677 King Street, Suite 410 Charleston, SC - 29403 - United States

PHONE: (706) 394-9848

EMAIL: ryan.loehr@ambadvisors.com

WEB: www.ambwealth.com/investment-banking

AMB’s Investment Banking Group provides high-touch financial advisory to privately held enterprises serving the self-funded employer market - including TPAs, cost containment firms, and benefit service providers. Backed by deep sector expertise and a relationship-first approach, we guide founders through M&A and capital raises across the self-insurance and healthcare services landscape.

Ansley Capital

Elliot Meena, Vice President 899 Lone Pine Road

Bloomfield Hills, MI - 48302 - United States

PHONE: (917) 697-8172

EMAIL: elliotmeena@ansleycapital.com

WEB: www.ansleycapital.com

Ansley Capital Group offers investment banking services to healthcare entrepreneurs focused on the self-insured industry.

CM Risk Management Services, LLC

Jim McEntee, Executive Vice President of Sales

11715 Fox Road, Suite 400-169

Indianapolis, IN - 46236 - United States

PHONE: (770) 280-5270

EMAIL: jmcentee@gocmrisk.com

WEB: www.gocmrisk.com

CM Risk is unique in terms of targeting and incorporating a full array of services with member benefits in the Taft Hartley/Labor and Public Sectors. Having a strong knowledge and vast experience in the market allows for a very competitive advantage.

Cochran Health Ventures, LLC

Dan Cochran, Chief Executive Officer

2620 Lorinda Lane

West Linn, OR - 97068 - United States

PHONE: (503) 780-4393

EMAIL: dan@cochranhealthventures.com

Cochran Health Ventures, LLC (CHV) represents and partners with transformative/disruptive healthcare companies focused on delivering savings to healthcare payers. CHV's primary mission is to support these companies from a Business Development & Channel Partnership perspective.

CPR Strategic Marketing Communications

Laura Carabello, Principal 2 Timberline Lane

Oakland, NJ - 07436 - United States

PHONE: (201) 641-1911

EMAIL: btedesco@cpronline.com

WEB: www.cpronline.com

CPR Strategic Marketing Communications (CPR) serves publicly traded and privately held emerging healthcare companies as well as not-for-profit organizations to effectively position them for growth and expansion, industry leadership and success in the self-insured marketplace. Recognized for delivering innovative, multifaceted approaches and leveraging national and global networking opportunities, CPR develops and implements integrated strategies and content that deliver cost-effective branding and communications. Visit www.cpronline.com.

Davies

Susan Arsenault, Senior Vice President

5550 Peachtree Parkway, Suite 600

Peachtree Corners, GA - 30092 - United States

PHONE: (800) 322-1276

EMAIL: susan.arsenault@us.davies-group.com

WEB: www.davies-group.com/northamerica/insurance-services/audit-solutions/accident-health-audits/

Davies Accident & Health Audit Services conducts audits across all industry levels, from TPAs through reinsurers for most administrators and risk takers in the industry. We perform Aggregate Claim Audits, Specific Claim Audits, TPA Audits, MGU Audits, Carrier & Reinsurance Audits, Premium Audits, and Life & Disability Audits.

DenteMax

Monsour Elias, Account Manager

25925 Telegraph Road, Suite 400

Southfield, MI - 48033 - United States

PHONE: (248) 327-5485

EMAIL: monsour_elias@dentemax.com

WEB: www.dentemax.com

For 40 years, DenteMax has been an industry leader in PPO dental network management and advanced dental solutions. We work with our clients to customize unique strategies that complement their dental growth goals, utilizing our expanding suite of products and services.

DialCare, Careington International Corporation

Becca Bean, Senior Vice President

7400 Gaylord Parkway

Frisco, TX - 75034 - United States

PHONE: (844) 677-2255

EMAIL: beccab@dialcare.com

WEB: www.dialcare.com

DialCare, a Careington Company, offers seven telemedicine services - Urgent Care, Primary Care, Therapy, Psychiatry, Dialogue virtual student counseling, Teledentistry and Virtual Vet. DialCare connects users to licensed experts for both human care and pet advice, all from the comfort of home. Safe, secure and convenient - DialCare is telemedicine simplified.

Harris

Williams

Nick Owens, Director 1001 Haxall Point

Richmond, VA - 23219 - United States

PHONE: (804) 869-3065

EMAIL: nowens@harriswilliams.com

WEB: www.harriswilliams.com

Global mergers and acquisitions advisor with leading practice in the employer health technology and services sector.

HCAA

Carol Berry, CSFS, Chief Executive Officer 1015 Grupp Road, #31373

St. Louis, MO - 63131 - United States

PHONE: (818) 340-0486

EMAIL: cberry@hcaa.org

WEB: www.hcaa.org

For over 47 years, the Health Care Administrators Association (HCAA), a national membership-based trade organization, has fulfilled its core purpose by providing a collegial and inclusive environment through education and networking that focuses on the success of health benefit administrators. Our mission is to improve the quality, sustainability and value of self-funding and health care benefit administration.

How Healthcare2U’s DPC Program

Reduces Claims, Controls Costs, and Improves Access

Healthcare2U’s Direct Primary Care (DPC) membership is a nationwide hybrid DPC model that deﬂects claims, reduces spending, and delivers a ordable, consistent care. High frequency encounters such as primary care, urgent care, 24/7 virtual visits, and proactive chronic disease management become a single, predictable membership fee - never a claim. Through our Patient Advocacy Line (PAL)TM, certiﬁed medical professionals navigate each member to the right setting at the right time, preventing avoidable emergency room trips and costly specialist referrals. The result is reduced claims, lower stop-loss exposure, and healthier employees.

40% ER visit reductions*

Patient advocates steer members away from high-cost settings like the ER and toward appropriate, lower cost care without sacriﬁcing quality.

20% claim cost reduction* By carving out high-frequency primary and urgent care encounters, DPC eliminates these costs from the claims stream entirely.

Healthcare2U’s DPC memberships

include the following unlimited beneﬁts:

Patient Advocacy Line (PAL)TM

Certiﬁed medical professionals direct members to the most cost-e ective care options and schedule appointments.

24/7 Unlimited Telephonic & Virtual Care

Members can access telephonic or virtual care at any time, at no cost, preventing high-cost claims later.

Nationwide Access

Clinics in all 50 states and Washington, D.C., providing care to members wherever they go, with a ﬁxed-cost approach.

Chronic Disease Management

Ongoing management of the 13 most common chronic conditions reduces acute ﬂare-ups and avoidable high-cost events.

Unlimited In-O ce & Urgent Care

Unlimited visits encourage early intervention, reducing costly escalations to specialists or hospitals.

Electronic Health Record System

Our proprietary EHR ensures every provider has real-time access to member health data, improving care coordination and reducing unnecessary claims.

To learn more, scan the QR and visit our website at https://hlthc2u.com/siia

*Source: Society of Actuaries, Evaluating the Impact of Direct Primary Care, 2020.

Healthcare2U

Jeff Bloom, Chief Revenue Officer

7600 North Capital of Texas Highway, Suite B-130

Austin, TX - 78731 - United States

PHONE: (512) 900-8900 Ext. 133

EMAIL: jeff.bloom@healthc2u.com

WEB: www.hlthc2u.com

Healthcare2U's Direct Primary Care (DPC) is a capitated cost containment solution designed to deflect claims from self-funded medical plans. We offer a better employee experience utilizing our own nationwide private physician network and proprietary EMR – designed to offer continuity of care across our board-certified physician network.

HealthClaim Review® (Considine & Associates Inc.)

James Considine, MD, MBA, President and Chief Executive Officer

320 Goddard Way, Suite 150 Irvine, CA - 92618 - United States

PHONE: (949) 470-1800

EMAIL: jimconsidine@healthclaim.net

WEB: www.healthclaim.com

HealthClaim Review® (a Considine & Associates Inc. company) performs physician specialist audit and hospital/ facility bill review services to ERISA groups, TPAs, health plans, MGUs and stop-loss carriers. Hospital bill audit and negotiation is provided on a flat fee basis, customized by case. We also provide DRG Record Validation and Medicare repricing.

HealthSmart Network Solutions

Matthew Brandes, Vice President of Product Innovation 1311 West President George Bush Highway, Suite 100 Richardson, TX - 75080 - United States

PHONE: (214) 574-3945

EMAIL: matthew.brandes@healthsmart.com

WEB: www.healthsmartnetworksolutions.com

HealthSmart Network Solutions owns, directly contracts, and manages provider networks. Our solutions include HealthSmart Preferred, HealthSmart Physician & Ancillary, Ancillary Care Services and Health Payors Organization (HPO). We offer nationwide coverage, credentialed providers, seamless administration, transparency, and a dedication to making a positive impact for our clients.

Houlihan Lokey

Trey Marinello, Managing Director

111 South Wacker, 37th Floor

Chicago, IL - 60606 - United States

PHONE: (312) 456-4777

EMAIL: Tmarinello@hl.com

WEB: www.HL.com

Houlihan Lokey's Healthcare Group is a recognized leader in M&A advisory and capital-raising services in the middle market. We provide clients with outstanding results when executing investment banking, financial advisory and restructuring assignments. Since 2013, Refinitiv (Thomson Reuters) has ranked us the No. 1 M&A advisor for all U.S. healthcare M&A transactions. We provide in-depth knowledge, proven transaction experience and an exceptional level of service to our clients.

InfuCare Rx

Victoria McDiarmid, Chief Commercial Officer

P.O. Box 2578

Secaucus, NJ - 07096 - United States

PHONE: (877) 828-3940

EMAIL: vmcdiarmid@infucarerx.com

WEB: www.infucarerx.com

InfuCare Rx is a national data-driven infusion and specialty pharmacy licensed in all 50 states. We provide unparalleled clinical support and therapy management services for patients with complex conditions nationwide. Through site-of-care transitions, we move their infusion therapy from costly outpatient centers to the comfort of their home or alternate-care setting. Let us provide you with a cost savings analysis today.

Jefferson Health Plan

George Ash, Board Chair

2023 Sunset Boulevard

Steubenville, OH - 43952 - United States

PHONE: (740) 283-3347 Ext. 154

EMAIL: gash@thejeffersonhealthplan.org

WEB: www.thejeffersonhealthplan.org

The Jefferson Health Plan (JHP) was established in 1985 to serve public entities and afford them an opportunity to share in the benefits of better healthcare. The JHP was founded as a partially self-insured health benefits program and today provides healthcare and related employee benefit programs to over 200 public employer member organizations throughout the country.

MW Premium Finance Captive Specialists

Michael Vincent, Captive Specialist

2535 Kettner Boulevard, #3A3

San Diego, CA - 92101 - United States

PHONE: (619) 321-7540

EMAIL: Mike@financepremium.com

WEB: www.financepremium.com

MW Premium Finance Captive Specialists offers innovative premium finance and capital solutions for the captive industry. Our services include financing 100% of annual premiums for pure captives, structured loan backs, collateral financing, and assistance in forming private premium finance companies for group captives. We provide captive owners with easy-to-use and valuable solutions.

National Integrative Health

Jake Velie

6205 Mills Civic Parkway, Suite 201

West Des Moines, IA - 50266 - United States

PHONE: (515) 559-7140

EMAIL: jvelie@nationalintegrativehealth.com

WEB: www.nationalintegrativehealth.com

National Integrative Health offers a comprehensive, fiduciary pharmacy purchasing program designed to dramatically decrease the costs of high-cost medications. We specialize in supplying infusion, all specialty (including cold-chain) and high-cost brand drugs to plan sponsors and their administrators.

Ocozzio

Mimi Wheeler, Account Manager

1030 Stevens Creek Road

Augusta, GA - 30907 - United States

PHONE: (706) 922-1908

EMAIL: mimiwheeler@ocozzio.com

WEB: www.ocozzio.com

We're the experts behind some of the most effective B2B marketing in the self-funded industry. Since 2000, we've turned complex nuances into competitive advantages to build brands, fuel pipelines, and drive revenue growth. Ocozzio is the marketing department you've always dreamed of but never thought you could afford.

PayMedix, HPS, and TempoPay

Brian Marsella, President

1000 North Water Street, Suite 1100

Milwaukee, WI - 53202 - United States

PHONE: (414) 441-0181

EMAIL: bmarsella@hps.md

WEB: www.paymedix.com

PayMedix is changing how people access, use, and pay for healthcare, saving employers money and helping TPAs improve member satisfaction through simplified billing and interest-free financing up to the OOP Max. HPS offers a comprehensive Wisconsin provider network; TempoPay provides capped, interest-free healthcare payment accounts that reduce employees' financial stress.

Ready for an Honest Outside Perspective?

ProPeer Resources

Darren Rollins, National Director of Account Management

5600 Schertz Parkway, Suite 100

Schertz, TX - 78154 - United States

PHONE: (830) 632-7233

EMAIL: drollins@propeer.com

WEB: www.propeer.com

ProPeer offers a comprehensive network of specialists to offer the best clinical expertise for Appeals, PreCerts, FWA cases, and any other Peer Review needs. ProPeer holds URAC accreditation, HiTrust Certification, and has NCQA accreditation pending, and with a 30+year track record, we have the top credentials to assist with your review needs. ProPeer is also an Independent Dispute Resolution Entity under the federal No Surprises Act, as well as a state-authorized external review entity in states across the country.

Quality Care Partners

Jennifer Martin, Chief Operating Officer

434 Main Street

Zanesville, OH - 43701 - United States

PHONE: (740) 455-5199

EMAIL: jmartin@qualitycarepartners.com

WEB: www.qualitycarepartners.com

RxBenefits

Ed Johnes, Business Development Executive

3700 Colonnade Parkway, Suite 600 Birmingham, AL - 35243 - United States

PHONE: (352) 446-3071

EMAIL: ejohnes@rxbenefits.com

WEB: www.rxbenefits.com

RxBenefits is the first and leading pharmacy benefits optimizer (PBO) in the employee benefits industry. Since 1995, we’ve partnered with benefits consultants to provide pharmacy cost-containment solutions to self-insured employers of all sizes. Based in Birmingham, AL, we employ over 1,000 experts in pharmacy pricing, clinical management, consulting, and data analysis.

South Carolina Captive Insurance Association

Annie Wilson, Executive Director

P.O. Box 1763

Columbia, SC - 29202 - United States

PHONE: (803) 779-6677

EMAIL: awilson@capconsc.com

WEB: www.sccia.org

The SCCIA promotes the formation and growth of captives in SC. The SCCIA is an important resource for organizations that have or are considering a captive or providing professional services to those that do. The SCCIA holds numerous events annually, including our conference, webinars, and the Friendly Society Restored breakfasts.

Trilogy Consulting Group, Inc.

Kathy Martin-Smith, Vice President 2021 Midwest Road, Suite 200

Oak Brook, IL - 60523 - United States

PHONE: (630) 953-6278

EMAIL: kmartin-smith@trilogy-consulting.com

WEB: www.trilogy-consulting.com

Notes

90 Degree Benefits unites the strength of a national organization with the personalized service of local teams who understand your market. Our 24 offices across the country combine deep regional knowledge with a nationwide support system, so you get flexible plan designs, innovative cost containment, and dedicated service. Experience seamless health benefits plan administration with 90 Degree Benefits.

Are You Ready to Make the Right Turn™?

Scan the QR code or visit 90DegreeBenefits.com to learn more.

For more information, contact Gene Rodgers at Gene.Rodgers@90DegreeBenefits.com

See the Zelis difference:

Focus on leading, not firefighting.

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Efficient workflows that save time.

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Happier clients who see the difference.