The self insurance solution provider directory 2017 by SIPC

Your File

Our System

Less Than 90 Days Implemented

ECHO connects healthcare payers to over 900,000 providers and payment systems, exactly when they need them. With our day one electronic conversion, your current payment system integrates seamlessly with the ECHO solution, improving efficiency and reducing costs.

Go Fully Electronic Overnight

Built-In Provider Support

Reconcile All Payments From One Source

American Fidelity Assurance Company

AmWINS Group Benefits

Arbor Benefit Group, L.P.

Auxilio Mutuo Hospital

Benefit Indemnity Corporation

BenefitMall

COTEVA

Crescent Health Solutions

Crum & Forster

Delaware Department of Insurance - Captive Bureau

112

Deluxe Corporation

ECHO Health, Inc.

IFC

EthiCare Advisors, Inc.

102

Hannover Re

Health Information Designs

S O LUTI O N PROVI DE R

2017

DIRECTORY CONTENTS

S E CT I O N

ADV E RTI S E R S

THE SELF INSURANCE

THIRD PARTY ADMINISTRATORS (TPAs) ......................................................................6

THIRD PARTY ADMINISTRATORS (TPAs) ...................................................................23

MANAGING GENERAL UNDERWRITERS (MGUs)................................................26

MGU/EXCESS INSURANCE CARRIERS .........................................................................44

MEDICAL PROVIDER NETWORKS/ONSITE CLINICS .........................................46

HIIG Accident & Health

OBC

Hines & Associates, Inc.

TECHNOLOGY VENDORS......................................................................................................51

Hi-Tech Health, Inc.

BROKERS & CONSULTANTS ................................................................................................58

Midlands Management Corp.

UTILIZATION REVIEW/CASE MANAGEMENT ........................................................67

Midwest Employers Casualty Company

National Underwriting Services, Inc.

ATTORNEYS .....................................................................................................................................72

PrismRx

FINANCIAL SERVICES ............................................................................................................... 73

Reliance Standard Life Insurance Company

Renalogic

ACTUARIES, ACCOUNTANTS & AUDITORS ............................................................77

Revolv

CONSUMER DRIVEN HEALTH CARE ........................................................................... 81

SCOR Global Life Americas

Sun Life Financial

CAPTIVE MANAGEMENT SERVICES .............................................................................. 84

Swiss Re Corporate Solutions

The Guardian Life Insurance Company of America (Guardian)

REINSURANCE ...............................................................................................................................89

UMR

INTERNATIONAL .........................................................................................................................97

United Claim Solutions

SUBROGATION .............................................................................................................................99

Zelis Healthcare

IBC

LOSS PREVENTION/CONTROL SERVICES ..............................................................101

PUBLICATIONS/RESOURCES ............................................................................................104

TRADE ASSOCIATIONS ........................................................................................................105

OTHER ...............................................................................................................................................107

INDEX ................................................................................................................................................113

PUBLISHING DIRECTOR Erica Massey EDITOR Jennifer Ivy DIRECTOR OF OPERATIONS Justin Miller ACCOUNTING Grace Chen DIRECTOR OF ADVERTISING Shane Byars Published as a community service by: SELF-INSURERS’ PUBLISHING CORP. P.O. 1237, Simpsonville, SC 29681 888.394.5688 www.sipconline.net

Life & Health/Employee Benefits

Property & Casualty/Workers’ Compensation/Captives

Medical Stop-Loss Carriers – Life & Health/Employee Benefits Property & Casualty/Workers’ Compensation/Captives

Risk Retention Groups (RRGs)

©2016/2017 SELF-INSURERS’ PUBLISHING CORP. All listing information contained herein was supplied by the individual companies, and SIIA/ SIPC is not responsible for statements made, or for their accuracy. SIIA/SIPC urges readers to check references prior to contracting the services of any company listed. Statements of fact and opinion made are the responsibility of the companies alone, and do not imply an opinion on the part of the officers, directors, staff or members of SIIA/SIPC.

888.394.5688

[3]

THE SELF-INSURANCE INSTITUTE OF AMERICA, INC. (SIIA) is a dynamic, member-based association dedicated to protecting and promoting the business interests of companies that utilize self-insurance/ alternative risk transfer (ART) or are involved in the industry, both domestically and internationally. SIIA is truly a “one-stop-shop” for companies looking for a single association to meet all of their informational, educational, networking and legislative/regulatory representation needs. To complement its role as the “umbrella” association for the self-insurance/ART industry, SIIA operates the following membership sections to facilitate more targeted membership benefits. Health Care • Alternative Risk Transfer • Workers’ Compensation • International

SIIA DELIVERS MEMBERSHIP SERVICES IN FOUR MAIN AREAS:

PROTECTING & PROMOTING SELF-INSURANCE/ART ON CAPITOL HILL

I. Legislative/Regulatory Representation

SIIA is the only self-insurance/ART association that has a full-time lobbying presence in Washington, DC. When members of Congress need guidance on self-insurance/ART issues, they turn to SIIA. To complement its effective direct lobbying capabilities, SIIA engages its members through a variety of communications and activities, including:

SIIA is the leading advocate for the legislative/regulatory interests of the selfinsurance/alternative risk transfer industry at both thestate and federal level.

II. Education

For nearly three decades, SIIA has been producing cuttingedge educational content for its members through a variety of educational forums big and small. No other organization has such an extensive professional network of recognized industry experts to put together and deliver education like SIIA does.

• STATE REGULATORY REPORTS

III. Information

• SPECIAL BULLETINS

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 State 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.

IV. Networking

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

[4]

www.sipconline.net

An electronic newsletter covers the news and events taking place on Capitol Hill of specific interest to companies involved in the self-insurance/ART industry. In-depth reports focused on developing legislative/regulatory stories.

• LEGISLATIVE BILL TRACKING

Summaries of all key federal Senate and House bills from introduction to passage.

• LEGISLATIVE/REGULATORY CONFERENCE

This popular annual conference features leading policymakers from Capitol Hill and state legislators who address key legislative and regulatory issues which impact the self-insurance/ART industry. Conference attendees receive specially prepared legislative reports with comprehensive information on pending legislation.

WELCOME We are pleased to provide the 30th Edition of the Self-Insurance Solution Provider Directory published by Self-Insurersâ&#x20AC;&#x2122; Publishing Corp. (SIPC), in conjunction with the Self-Insurance Institute of America, Inc. (SIIA). The Self-Insurance Solution Provider Directory serves as the primary resource for professionals in the self-insurance industry and for anyone that is interested in exploring self-insurance. We would like to extend a special recognition and thank you to our advertisers, SIIA members and affiliates who continue to play a prominent role in the success of our organization and the self-insurance industry. Sincerely,

Erica Massey President Self-Insurersâ&#x20AC;&#x2122; Publishing Corp.

888.394.5688

[5]

S E CT I O N

THIRD PARTY ADMINISTRATORS (TPAs) LIFE & HEALTH/EMPLOYEE BENEFITS

Advanced Medical Strategies Linda Belschner Executive Director 50 Salem Street, Building A Lynnfield, MA 01940 - United States PHONE (781) 224-9711 EMAIL lbelschner@mdstrat.com WEB www.mdstrat.com

Advanced Medical strategies provides a suite of clinical and financial predictive analytical tools, allowing superior management of catastrophic healthcare claims. Payers and plans reduce costs, increase profitability, and quadruple productivity by utilizing this innovative combination of services, technology and clinical insight.

Aegis Cost Containment Services Inc. Sam Cozzo Chief Executive Officer 1107 South Mannheim Road Westchester, IL 60154 - United States PHONE (888) 437-3131 EMAIL sc@a3-cc.com WEB www.a3-cc.com

We provide health plans with savings and recoupment opportunities for health plan assets. We analyze claims data through our unique analytics platform. Subrogation claims savings, pharmacy, oncology, ESRD Dialysis. All we need is a claims file to run through our analytics platform. All this is done on a contingency basis.

Affordable Benefit Administrators, Inc. Marie Ackad Marketing Operations Manager 444 Irving Drive, Suite 202 Burbank, CA 91504 - United States PHONE (800) 350-0148 or (818) 842-0147 EMAIL m_ackad@benefitsaba.com WEB www.benefitsaba.com

Third Party Administorator specializing in Medical, Dental, & Vision Self-funded Plans. COBRA administration, HSA/HRA; Packaging EPO/PP networks; Utilization Review/Case Management; Cafeteria Plans Administration; Insurance and Stop Loss Access with Traditional and Innovative stop loss design. We also specialize in creating and managing custom plan designs that are based on Fair Market Value Pricing Model.

AliCare, Inc. Robert Pankow Sales Executive 333 Westchester Avenue White Plains, NY 10604 - United States PHONE (914) 367-5965 EMAIL rpankow@alicare.com WEB www.AliCare.com

AliCare is a leading third-party administrator and member of the Amalgamated Family of Companies. From health and welfare funds, including medical and dental benefits, to pensions, annuity and supplemental coverage administration, AliCare serves diverse organizations as a reliable business partner committed to the highest standards of service quality.

[6]

www.sipconline.net

Allegiance Rayni Lenz 2806 South Garfield Street Missoula, MT 59801 - United States PHONE (406) 721-2222 EMAIL rayni.lenz@askallegiance.com WEB www.askallegiance.com

AmeriHealth Administrators Dennis Foley Vice President Sales and Marketing AHA 1900 Market Street, Suite 500 Philadelphia, PA 19103 - United States PHONE (215) 830-2709 EMAIL Sales@ahatpa.com WEB www.ahatpa.com

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 next generation health care. Visit ahatpa.com

AmWINS Group Benefits

AmWINS Group Benefits offers the industryâ&#x20AC;&#x2122;s most compelling solutions for self-funded group insurance programs and administrative services. Our mission is to provide benefit professionals with the tools they need to mitigate the risk associated with self-funding. Through individual attention and responsiveness, we become an invaluable partner to those we serve.

ArmadaCorp. R. Jamie Spriggs Chief Operating Officer 230 Schilling Circle, Suite 140 Hunt Valley, MD 21031 - United States PHONE (410) 308-5201 EMAIL jspriggs@ArmadaGlobal.com WEB www.ArmadaGlobal.com

LIFE & HEALTH/EMPLYEE BENEFITS

Lisa Kuszmar Vice President of Marketing 50 Whitecap Drive North Kingstown, RI 02852 - United States PHONE (704) 749-2780 EMAIL lisa.kuszmar@amwins.com WEB www.amwins.com

1 THIRD PARTY ADMINISTRATORS (TPAs)

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

ArmadaGlobal focuses on bringing new innovations to market that help clients differentiate their existing products and services by offering specialty benefit solutions, health advisory services using an innovative model that objectively guides members to the right care and administration management of supplemental plans and consumer-directed accounts.

AvMed Leda Silver ASO Sales Operations Manager 9400 South Dadeland Boulevard Miami, FL 33156 - United States PHONE (305) 671-4749 EMAIL Leda.Silver@avmed.org WEB www.avmed.org

All across Florida, the only state weâ&#x20AC;&#x2122;ve ever served, AvMed works with employers to deliver best-in-class administrative services for plans that maximize benefits and minimize costs.We tailor our programs to meet their needs, encouraging employees to live healthier lives and helping employers maintain a healthy and productive workforce.

888.394.5688

[7]

Capitol Administrators

Dave Reynolds, Sr. President 2920 Prospect Park Drive, Suite 210 Rancho Cordova, CA 95670 - United States PHONE (800) 654-6701 EMAIL dreynolds@capitoladm.com WEB www.capitoladm.com

Capitol Administrators is a third-party administrator specializing in the design, development and management of custom self-funded healthcare plans. Our services include traditional self-funding, reference-based pricing, captives, level funded and associated advisory services and risk management guidance. We serve commercial, government and tribal markets. Capitol Administrators is a Lucent Health company.

Choice Rx Solutions

Dino Dibella Director of Sales 2751 Shellingham Drive Lisle, IL 60532 - United States PHONE (217) 720-3085 EMAIL ddibella@choicerxsolutions.com WEB www.choicerxsolutions.com

Choice Rx Solutions delivers low cost pass through and traditional pricing through our national network of pharmacies. TPAs and brokers gain value though our equitable business model. Regardless of plan size, we offer customized solutions and seamless transitions earning us recognition as providing the best customer service in the industry.

THIRD PARTY ADMINISTRATORS (TPAs)

LIFE & HEALTH/EMPLYEE BENEFITS

Coastal TPA, Inc.

[8]

Debi Hardwick President/Chief Executive Officer 928 East Blanco Road, Suite 235 Salinas, CA 93901 - United States PHONE (831) 754-3800 EMAIL DHardwick@Coastalmgmt.com WEB Coastalmgmt.com Coastal specializes in third party claims administration for self-insured employers, delivering affordable and tailored healthcare solutions that includes access to a proprietary regional PPO. Coastal partners with clients to form an intimate understanding of the clientâ&#x20AC;&#x2122;s healthcare market, while maintaining a macro-level vantage point on the factors impacting national and global healthcare trends.

Consociate Darren Reynolds, JD Chief Executive Officer and President 2828 North Monroe Street Decatur, IL 62526 - United States PHONE (217) 423-7788 or (800) 798-2422 EMAIL darrenr@consociate.com WEB www.consociate.com Consociate partners with employers to provide professional benefits administration and consulting services. With plan members in 48 states and an unmatched access to a wide variety of analytical, educational and human resource tools, Consociate has the proven solutions for your employer sponsored programs. Offices located in Decatur and Peoria, Illinois.

Consolidated Health Plans Betsy Stevens Compliance Officer 2077 Roosevelt Avenue Springfield, MA 01104 - United States PHONE 413-733-4540 Ext. 243 EMAIL bstevens@chpemail.com WEB www.consolidatedhealthplan.com

CHP is an industry leading claim administrator providing affordable health insurance and special risk solutions for thousands of policyholders worldwide. CHP offers: student health and accident plans; employee health and dental plans; FSA and HRA administration; participant accident insurance and back-room claim administration for carriers. For more details on our services, visit www.consolidatedhealthplan.com.

www.sipconline.net

Continental Benefits

Dawn Deschene Director, Marketing & Training 422 South Kings Avenue Brandon, FL 33511 - United States PHONE (813) 210-8201 EMAIL ddeschene@continentalbenefits.com WEB www.continentalbenefits.com

Crescent Health Solutions Desiree Greene Director of Business Development 1200 Ridgefield Boulevard, Suite 215 Asheville, NC 28806 - United States PHONE (828) 670-9145 EMAIL desiree.greene@crescenths.com WEB www.crescenths.com

Crescent serves WNC employers as the region’s only Third Party Administrator (TPA) with a comprehensive preferred provider network. Claims administration, health management, network, and pharmacy benefit services are offered in a seamless, integrated manner. Crescent Health is URAC-accredited in Provider Credentialing and Health Utilization Management, licensed as a TPA in NC, SC, GA, and OK, and is SSAE 16 Type 2 audited annually.

Custom Design Benefits

Third Party Administrator of self-funded medical, dental and short-term disability plans, serving brokers and their clients that are headquartered in Ohio, Kentucky and Indiana.Technology-driven, offering cost-effective solutions, including on-site wellness and consumer driven services as well as COBRA and FMLA and our newest offering – “TrueCost”, a Medicare-plus reimbursement plan.

D.W. Van Dyke & Co., Inc. Walter B. Roland Executive Vice President 2 Corporate Drive, Suite 642 Shelton, CT 06484 - United States PHONE (203) 761-9300 EMAIL wroland@dwvd.com WEB www.dwvd.com

LIFE & HEALTH/EMPLYEE BENEFITS

Julie Mueller President and Chief Executive Officer 5589 Cheviot Road Cincinnati, OH 45247 - United States PHONE (513) 598-2929 EMAIL jmueller@customdesignbenefits.com WEB www.CustomDesignBenefits.com

THIRD PARTY ADMINISTRATORS (TPAs)

Continental Benefits facilitates and leads self-funded employers, from where they are now, to where they want to be tomorrow with their overall health and wealth needs. Through strong technology, actionable data and differentiated strategies we collaborate with employers to bring them to their ultimate goal of sustainability. Continental Benefits is the industry’s agent of transformation and is focused on never accepting the status quo.

Life and A&H Intermediary providing access to carriers, reinsurance, distribution, TPA’s, MGU’s and others. Product expertise in Life, Accident, Workers Comp, Self Funded Medical, Fully Insured Medical, Disability, Dental, Rx, Vision, Long Term Care, Medical Tourism, Travel Benefits, Catastrophe, Provider and HMO Excess, Reserve Transfers and others.

888.394.5688

[9]

DAKOTACARE Administrative Services, Inc. (DAS)

Greg Jasmer Director of Agent Relations and Marketing 2600 West 49th Street Sioux Falls, SD 57105 - United States PHONE (605) 274-3166 EMAIL Greg.Jasmer@dakotacare.com WEB www.dakotacare.com

Dell Healthcare Staffing Services Anna Mathy Resource Deployment Senior Manager 2300 West Plano Parkway Plano, TX 75075 - United States PHONE (262) 679-7911 EMAIL Anna_Mathy@Dell.com WEB www.Dell.com/healthplans

Dell Healthcare Staffing Services meets your resource needs for claims processors, auditors, Call Center teams, eligibility and enrollment professionals, coders, configuration analysts and credit card payment processors. Whether you have business continuity issues or seasonal surges in volumes, team up with Dell Healthcare Staffing Services to get the staff you need, when you need them and where: onsite, remote, onshore or offshore.

Delta Health Systems

TeamCare is a full service wellness company that engages employees, reduces claims and increases healthcare savings through a proven suite of integrated solutions. Our comprehensive approach to wellness gives employers unparalleled insight into their workforcesâ&#x20AC;&#x2122; health and the tools necessary to effectively reduce population health risk.

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

LIFE & HEALTH/EMPLYEE BENEFITS

Jeff Cox Vice President 3244 Brookside Road Stockton, CA 95219 - United States PHONE (209) 474-5688 EMAIL jeff.cox@delapro.com WEB www.deltahealthsystems.com

THIRD PARTY ADMINISTRATORS (TPAs)

DAKOTACARE Administrative Services, Inc. is a leader in Healthcare Cost Containment offering Third Party Administration and Business Process Outsourcing (BPO), including claims and customer service for commercial/government plans. DAS is technologically nimble providing data analytics, integration and reporting, a proprietary defined contribution platform, COBRA/FSA/HRA/HSA administration, medical management, customizable well-being programs.

Diversfied has been administering self-insured health plans since 1967. Our family of companies was built on the premise that self-funding is the most cost effective and transparent option for most companies. With expertise in Plan Design, Claims Administration, Population Management and Worksite Wellness, we are Your Solution to Health Benefits.

Dunn and Associates Benefit Administrators, Inc. Cathy Dunn

President 4550 Middle Road, Suite A Columbus, IN 47203 - United States PHONE (800) 880-9960 EMAIL cdunn@dunnbenefit.com WEB www.dunnbenefit.com Dunn & Associates is a third-party benefits administrator located in the heartland of the mid-west, Columbus, Indiana. Our Commitment to Care is not just a catch phrase, but a conviction held by all of our employees.

888.394.5688

[11]

Employee Benefit Management Services (EBMS) Kevin Larson

President 2075 Overland Avenue Billings, MT 59102 - United States PHONE (800) 777-3575 EMAIL kjlarson@ebms.com WEB www.ebms.com EBMS is a national leader in health risk management and third-party administration of self-funded health benefit plans. EBMS’ clients maximize clinical and financial outcomes through custom benefit design; data analytics and reporting; onsite medical clinics; mail order and specialty pharmacy; captive/stop loss solutions; wellness and medical management; transparency tools; and, medical, dental, vision, COBRA/HIPAA administration.

Employee Plans, LLC

Deb Eovaldi TPA Executive 1111 Chestnut Hills Parkway Fort Wayne, IN 46845 - United States PHONE (260) 625-7347 EMAIL Deb.Eovaldi@employeeplansllc.com WEB www.employeeplansllc.com Employee Plans LLC offers a wide array of employee benefit services. Our focus is to offer creative solutions to serious business challenges that make financial sense as we navigate through the ever changing employee benefit landscape.

THIRD PARTY ADMINISTRATORS (TPAs)

LIFE & HEALTH/EMPLYEE BENEFITS

Everence Financial

[12]

Bret Kolb Vice President of Health Insurance Products 1110 North Main Street, PO Box 483 Goshen, IN 46527 - United States PHONE (800) 348-7468 EMAIL bret.kolb@everence.com WEB www.everence.com/groupcare

Employer plans and pools: Everence puts your values to work with our comprehensive employee benefits and TPA services. We offer deep expertise in developing and administering pools, particularly church plans for faith-based organizations. Learn more at www.everence.com/ groupcare, (800) 348-7468 or groupsales@everence.com.

Frates Benefit Administrators Dennis Grubbs Director of Sales and Marketing 13439 Broadway Ext. Suite 110 Oklahoma City, OK 73114 - United States PHONE (405) 290-5674 EMAIL Dgrubbs@clfrates.com WEB www.FBA-TPA.com

Frates Benefits Administrators provides services for various single and multiple employer clients. This includes school districts, municipalities and a variety of other industries. Self Funded Benefit Plan Options include: Medical, Dental,Vision, COBRA, HSA, FSA and HRA. Plan services include Online Enrollment, Consolidated Billing and Federal Regulatory Reporting and Compliance.

Global Benefits Group (GBG) Miranda Milke Marketing & Communications Manager 27422 Portola Parkway, Suite 110 Foothill Ranch, CA 92610 - United States PHONE (888) 824-6627 EMAIL miranda.milke@gbg.com WEB www.gbg.com

Global Benefits Group (GBG) is the largest independent, fully integrated provider of international benefits in the world. Because of our unique underwriting platform, GBG can offer a multitude of insurance products – including TPA services – to individuals and groups of any size anywhere in the world.

www.sipconline.net

Group & Pension Administrators, Inc. Kathy Enochs Chief Operating Officer 12770 Merit Drive, Suite 200 Dallas, TX 75251 - United States PHONE (972) 744-2530 EMAIL kathye@gpatpa.com WEB www.gpatpa.com

Hawaii-Mainland Administrators, LLC. Mark Dyer Chief Executive Officer 1600 West Broadway Road, Suite 300 Tempe, AZ 85282 - United States PHONE (480) 921-8944 EMAIL mark.dyer@hmatpa.com WEB www.hma-az.com

Hawaii-Mainland Administrators, LLC. is one of the largest Third Party Administrators of self-funded health plans throughout the US continental Southwest and Hawaii. For over 30 years, HMA has excelled at claims adjudication, medical management, technology, infrastructure and customer service to Employers, Payers, Taft-Hartley Trust Plans, Native American Tribes and more.

Hawaii-Mainland Administrators, LLC.

Health Plans, Inc. Deborah Hodges President 1500 West Park Drive, Suite 330 Westborough, MA 01581 - United States PHONE (508) 475-6105 EMAIL cmagnusson@healthplansinc.com WEB www.healthplansinc.com

LIFE & HEALTH/EMPLYEE BENEFITS

Robert Wallace Vice President, Sales and Account Management 1600 West Broadway Road, Suite 300 Tempe, AZ 85282 - United States PHONE (480) 921-8944 EMAIL Robert.wallace@hmatpa.com WEB www.hma-az.com

THIRD PARTY ADMINISTRATORS (TPAs)

Since 1968, GPA has delivered the highest-quality, custom healthcare services to self-insured employers and their members. The driving force behind this success is this simple fact: We Care. GPA is the largest privately owned TPA in the Southwest. It has long-standing client relationships with high satisfaction levels Serving Fortune 500 companies and smaller industry leaders, GPA offers customized total wellness solutions with proven savings and outcomes. Innovative GPA Nurse NavigatorSM service supports wise consumerism, and GPA has an entrepreneurial culture with ongoing investment in the future.

Health Plans, Inc. (HPI), a Harvard Pilgrim company, is New Englandâ&#x20AC;&#x2122;s largest TPA with more than 35 years experience in delivering custom health benefit solutions to self-funded employers. With a growing national presence, HPIâ&#x20AC;&#x2122;s innovative health risk management options offer proven strategies for sustainable cost control and clinical outcomes improvement.

888.394.5688

[13]

Healthcare Management Administrators, Inc.

Courtney Bowman Marketing Specialist 220 120th Avenue North East Bellevue, WA 98005 - United States PHONE (800) 869-7093 EMAIL courtney.bowman@accesstpa.com WEB www.accesshma.com

Healthcare Management Administrators (HMA) provides flexible, comprehensive benefits administration services to accommodate the diverse spectrum of self-funded health plan needs. HMA is dedicated to “Creating a healthier future – each client, every time”. Working with HMA, selffunded health plans can improve their population’s health and lower costs. Learn more at www.accesshma.com.

HealthFirst Trish Terrell Director of Communications 821 ESE Loop 323, Suite 200 Tyler, TX 75701 - United States PHONE (903) 579-3956 EMAIL prterrell@hfbenefits.com WEB www.hfbenefits.com

HealthFirst is a third-party administrator based in Texas. We design and administer self-funded health insurance plans for private employers, government entities, and institutions.

THIRD PARTY ADMINISTRATORS (TPAs)

LIFE & HEALTH/EMPLYEE BENEFITS

HealthSCOPE Benefits

[14]

Mary Catherine Person President 27 Corporate Hill Drive Little Rock, AR 72205 - United States PHONE (501) 225-1551 EMAIL denise.crabb@healthscopebenefits.com WEB www.healthscopebenefits.com

HealthSCOPE Benefits is a full service claims administration and health management firm providing administrative and other support services to self-funded employers. HealthSCOPE Benefits also works with strategic insurance company partners providing access to HealthSCOPE Benefits’ networks. Headquartered in Little Rock, Arkansas, HSB administers benefits the 50 states for over 200 companies and more than 500,000 members.

Hi-Tech Health, Inc. Michael Carrara President 1500 Route 517 Hackettstown, NJ 07840 - United States PHONE (908) 813-3440 EMAIL mcarrara@hi-techhealth.com WEB www.hi-techhealth.com

If you’re a “startup” Third Party Administrator, just entering the self-insurance industry, an insurance company, union, large corporation, or small brokerage firm wanting control of your client’s health care claims through a turnkey, customized Claim Administration System, then your organization needs Hi-Tech Health, Inc. Please visit our website for more information regarding Custom Software Solutions that will allow you to run your business YOUR way.

Hometown Health Windy Culver Molezzo Senior Account Executive 830 Harvard Way Reno, NV 89502 - United States PHONE (800) 336-0123 EMAIL wculver-molezzo@hometownhealth.com WEB www.hometownhealth.com

Hometown Health is a premier Third Party Administration (TPA) company specializing in Health and Welfare and Trust Fund Administration. With more than 20 years of TPA experience, Hometown Health offers affordable benefit plan options and strategies that include case management, population health management, complex data analysis and account management.

www.sipconline.net

Hospitality Benefits Frederic W. Malek Chief Executive Officer 1000 Wilson Boulevard, Suite 2704 Arlington, VA 22209 - United States PHONE (703) 810-3700 EMAIL fmalek@hospitalitybenefits.com WEB www.hospitalitybenefits.com

HRMP, LLC John I. Mange President 300 Rosewood Drive, Suite 250 Danvers, MA 01923 - United States PHONE (978) 762-9780 EMAIL jmange@hrmp.com WEB www.hrmp.com

HRMP is a distinctive third party administrator and reinsurance manager, positioned to offer creative solutions to underwriters, insurance carriers, and reinsurers. Our unique solutions include back office or run-out administration, auditing services, medical and life conversions, quota share medical reinsurance and more.

Interactive Medical Systems / IMS flex

IMS provides innovative claims processing, reporting and consulting services for employee benefit programs. For over 35 years IMS has designed benefit/risk packages that save money while providing the best possible outcomes for Plan members. IMS provides superior administration on all our services: Self-funded Health/Dental, FSA, HRA/HSA, COBRA, and FMLA Administration.

Key Benefit Administrators Craig Frazier Vice President of Human Resources 534 Rivercrossing Drive, Suite 200 Ft. Mill, SC 29716 - United States PHONE (803) 396-4837 EMAIL craig.frazier@keybenefit.com WEB www.keybenefit.com

LIFE & HEALTH/EMPLYEE BENEFITS

Eric Ludwig President 11635 Northpark Drive, Suite 330 Wake Forest, NC 27587 - United States PHONE (919) 882-5318 EMAIL ELudwig@IMS-tpa.com WEB www.IMS-tpa.com

THIRD PARTY ADMINISTRATORS (TPAs)

Hospitality Benefits is supported by leading hotel companies to lower healthcare costs by bringing hospitality companies onto one purchasing platform (“scale”) and to proactively assist employers to aggressively manage their employees’ consumption and understanding of their healthcare options. Because our staff has an unprecedented blend of hospitality know-how and benefits expertise, we understand your priorities and deliver services seamlessly that are traditionally enjoyed by only the largest companies in the hospitality industry. To get in touch and/or learn more about how we can help you contain those ever-growing (and threatening) healthcare costs, please visit www.hospitalitybenefits.com.

Key Benefit Administrators was founded in 1979 as a full-service group benefits administration firm specializing in self-funded medical 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.

888.394.5688

[15]

Leading Edge Administrators

David Horowitz Chief Executive Offiver 14 Wall Street, Suite 5B New York, NY 10005 - United States PHONE (212) 278-0754 EMAIL dhorowitz@leadingedgeadmin.com WEB www.leadingedgeadmin.com

We have deep backgrounds in Underwriting, Finance, Information Technology, and Actuarial Sciences. We are an independent, payor-advocate with the flexibility to act in the best interests of our clients - avoiding the inherent conflicts of carrier-owned TPAs, or ASO relationships. Our technology and efficiency allow us to be flexible and responsive – enabling us to provide the personalized attention our clients and their participants value, while still providing the access, services, and pricing of a large company, which our plan sponsors (and their bottom lines), require.

Lifetime Benefit Solutions Tom Cauthorn President 115 Continuum Drive Liverpool, NY 13088 - United States PHONE (800) 356-1029 EMAIL Tom.Cauthorn@LifetimeBenefitSolutions.com WEB www.LifetimeBenefitSolutions.com

Lifetime Benefit Solutions is a national leader in developing and delivering health-related benefits plans â€“ partnering with our customers to deliver value and promote employee health and wellness. Our products and services include self-funding third party administrator (TPA), reimbursement account administration (FSA/HRA/HSA), COBRA administration, payroll services, retirement services and compliance services.

THIRD PARTY ADMINISTRATORS (TPAs)

LIFE & HEALTH/EMPLYEE BENEFITS

Lucent Health Solutions Alex Arnet Co-Founder and Chief Commerical Officer 211 Commerce Street, Suite 601 Nashville, TN 37201 - United States PHONE (855) 887-0855 EMAIL alex.arnet@lucenthealth.com WEB www.lucenthealth.com

Lucent Health dramatically reduces employer healthcare risks and costs while improving employee access to innovative healthcare. Lucent developed the advanced risk-reduction solution for self-funded groups and continues to lead the industry revolution with reference-based pricing, e2 MEC/MVP, and captive products. We serve 130,00 members and $600 million in transactions annually.

Mayo Clinic Health Solutions Ronaele Hoffman Marketing Manager 4207 Arbor Lane NW Rochester, MN 55901 - United States PHONE (507) 538-5039 EMAIL hoffman.ronaele@mayo.edu WEB gbs.mayoclinic.org

A subsidiary of Mayo Clinic, Mayo Clinic Health Solutions provides exceptional health plan administration from the most trusted health care provider. In addition, we offer integrated case management and utilization management, online portal, health assessment, coaching and nurse line. Our best-in-class services benefit members while offering cost controls for clients.

Med-Pay, Inc. Gordon Kinne President 1650 East Battlefield Road Springfield, MO 65804 - United States PHONE (417) 886-6886 EMAIL gkinne@med-pay.com WEB www.med-pay.com

Full service TPA, UR and Case Management, Full Service Benefit Brokerage Agency, Online Enrollment and Billing Services.

[16]

www.sipconline.net

MSH INTERNATIONAL Virginie Fournier Marketing Coordinator 999 8th Street SW Calgary, AB T2R1N7 - Canada PHONE (403) 232-8545 EMAIL Virginie.Fournier@americas.msh-intl.com WEB www.msh-intl.com/americas

National Pharmaceutical Services Shellie Schoening, MBA, PharmD, RPh Chief Administrative Officer P.O. Box 407 Boys Town, NE 68010 - United States PHONE (888) 334-4488 EMAIL sschoening@pti-nps.com WEB www.pti-nps.com

National Pharmaceutical Services (NPS) is a nation-wide pharmacy benefit manager. NPS prides itself on taking a partnership approach with our customers we service. NPS works to develop customized solutions to help plans be successful in managing the cost of prescription drugs, while assuring appropriate access to care for members.

NCAS

Specializing in self-funded health plan administration for employer groups with 50 or more covered employees.

North America Administrators Danny Dugan President 1826 Elm Hill Pike Nashville, TN 37210 - United States PHONE (800) 411-3650 EMAIL ddugan@naa-lp.com WEB www.naa-lp.com

LIFE & HEALTH/EMPLYEE BENEFITS

Richard Chaney Vice President Corporate Support 1501 South Clinton Street, 7th Floor Baltimore, MD 21224 - United States PHONE (410) 528-2241 EMAIL rich.chaney@ncas.com WEB www.ncas.com

THIRD PARTY ADMINISTRATORS (TPAs)

MSH INTERNATIONAL provides groups and individual expatriates with global health insurance solutions, with a network of +860,000 healthcare providers and 14 offices worldwide. We specialize in Medical Self-Insurance programs, with Stop Loss policies and online reporting tools to help our clients control their expenses and manage their insurance program more effectively.

North America Administrators, a Lucent Health company, is a third-party administrator specializing in the design, development and management of custom self-funded healthcare plans. Our services include traditional self-funding, reference-based pricing, captives, level funded and associated advisory services and risk management guidance. We serve commercial and government markets.

Nova Healthcare Administrators Sara Fluskey 6400 Main Street, Suite 210 Buffalo, NY 14051 - United States PHONE (716) 932-5052 EMAIL sfluskey@novahealthcare.com WEB www.novahealthcare.com

Nova, specializing in employee benefit administration and delivering exceptional service since 1982, is a trusted advisor to over 600 clients. Nova partners with clients to provide a holistic, innovative, and cost-effective long-term plan to improve financial well-being and the overall wellness of employees. Nova provides carve-out or whole-package solutions.

888.394.5688

[17]

Pequot Health Care

Charles Barger Director 1 Annie George Drive Mashantucket, CT 06338-3620 - United States PHONE (860) 396-6331 EMAIL cbarger@prxn.com WEB www.pequothealthcare.com

Pequot Health Care is a full service Third Party Administrator and Pharmacy Benefit Manager for self-funded employee benefit plans. Dedicated to managing cost through common sense, we are expanding our services in all states to employers from 50 to 5,000 employees. We are a Native American minority business enterprise wholly owned by the Mashantucket Pequot Tribal Nation.

Planned Administrators, Inc. Clay Kelley Director of Sales 17 Technology Circle Columbia, SC 29203 - United States PHONE (803) 462-3117 EMAIL CKelley@paisc.com WEB www.paisc.com

PAI creates and administers solutions that help benefit plans increase health and well-being of their employees while protecting employers from uncontrolled expense and excessive risk.

THIRD PARTY ADMINISTRATORS (TPAs)

LIFE & HEALTH/EMPLYEE BENEFITS

PrismRx

[18]

Patti McCoy Senior Director 300 Parker Square, Suite 210 Flower Mound, TX 75028 - United States PHONE (972) 849-2152 EMAIL pmccoy@prismpbm.com WEB www.prismpbm.com

PrismRx administers drug benefit programs that deliver the highest pharmacoeconomic value to both patients and payers. Contact dguerrero@prismbm.com for more information.

RedCard Eric Schaefer President 744 Office Parkway Saint Louis, MO 63141 - United States PHONE (314) 445-6000 EMAIL eschaefer@redcard.com WEB www.redcard.com

RedCard provides data management and BPO services for the production of ID Cards, enrollment materials, checks, electronic payments, EOBs, and letters. RedCard utilizes its proprietary DOCS system to manage all facets of these communications with innovative document designs, enabling a payer to enjoy substantial savings while creating an enhanced member/provider experience.

Revolv Kathleen Ryland Sales Engineer 5415 Airport Road Roanoke, VA 24012 - United States PHONE (866) 903-3582 ext. 8026 EMAIL tellmemore@myrevolv.com WEB www.myrevolv.com

Revolv is a dental benefits administration and health informatics company specializing in helping employers administer their dental benefits more efficiently. Weâ&#x20AC;&#x2122;re transforming the dental industry through cutting edge systems, dynamic business intelligence tools and a passionate focus on client-specific needs. How? With our smart, flexible and cost effective-High-Tech, High-Touch approach.

www.sipconline.net

SISCO

LIFE & HEALTH/EMPLYEE BENEFITS

THIRD PARTY ADMINISTRATORS (TPAs)

Dick Sigwarth Vice President and Chief Operating Officer 800 Main Street Dubuque, IA 52001 - United States PHONE (563) 587-5285 EMAIL dsigwarth@siscobenefits.com WEB www.siscobenefits.com

SISCO is a third-party benefit administration firm dedicated to helping clients and their employees maximize the value of their employee benefits.

TCC Benefits Administrator Phil Ericksen Senior Vice President and Chief Marketing Officer 40 Calhoun Street, Suite 450 Charleston, SC 29401 - United States PHONE (843) 722-2115 EMAIL pericksen@tccba.com WEB www.tccba.com

TCC Benefits Administrator is a full-service third party administrator of health and ancillary benefits. Since 1972,TCC has earned a reputation for self-funding expertise, leading edge technology, and legendary customer care. TCC is small enough that you’ll know your contacts by name, yet part of the largest health insurer in South Carolina, providing enormous resources.TCC offers: Self-Insured Employer Group Benefits, Employer Stop-Loss Group Captives, Level-Funding Self-Insured Plans, Reference Based Pricing Plans, Group Limited Medical Plans, Group Voluntary Ancillary Benefits, Short Term Health Insurance, HSAs, HRAs, and FSAs.

Dental Powered by Innovation

Self-Funded Dental Benefits. Predictable.Efficient.Customized.

We’re Revolv....we have more than 40 years experience in dental benefit administration for self-funded groups of all sizes. Our system supports multiple network benefit plans and stacking multiple networks...all geared to maximize quality of service for your members and optimize operations to save you money. The decision to control your own benefits and risk makes it critical to find a partner that can administer this coverage with speed, accuracy and ease. The choice is obvious. Revolv- solutions that optimize cost, quality and outcomes for dental health care.

Learn more today!

[20]

www.sipconline.net

866.903.3582 x8026 | tellmemore@myrevolv.com

| myrevolv.com

The Benecon Group Matthew Kirk President 147 West Airport Road Lititz, PA 17543 - United States PHONE (717) 723-4600 EMAIL mkirk@benecon.com WEB www.benecon.com

TriZetto, a Cognizant Company Laura Gerling Director, Product Management 9655 Maroon Circle Englewood, CO 80112 - United States PHONE (630) 428-5207 EMAIL laura.gerling@trizetto.com WEB www.trizetto.com

TriZetto, a Cognizant company, is a business unit within Cognizant’s healthcare practice. Our comprehensive healthcare solution portfolio of consulting experience, industry-leading technologies and IT and business process services helps healthcare organizations run better by realizing new levels of performance and efficiency, and run different by harnessing the power of new digital business capabilities.

UMR

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.

Zelis Healthcare Bryan Russo Senior Vice President, Director of Sales 2 Crossroads Drive Bedminster, NJ 07921 - United States PHONE (908) 367-3112 EMAIL bryan.russo@zelis.com WEB www.zelis.com

LIFE & HEALTH/EMPLYEE BENEFITS

Mike Benson Director Sales Operations 11 Scott Street Wausau, WI 54403 - United States PHONE (715) 841-6112 EMAIL mike.benson@umr.com WEB UMR.com

THIRD PARTY ADMINISTRATORS (TPAs)

Benecon has 2 decades of experience developing and administering stand-alone and aggregated, self-insured healthcare benefits programs. In addition, Benecon is a General Agent for Highmark, Capital BlueCross, Health America and United Health Care. Employees include actuaries, compliance attorneys, benefit consultants, account managers, accountants, financial specialists and quality assurance specialists.

Zelis Healthcare is a healthcare information technology company that provides solutions which address cost management and payment needs across the claims life cycle. This comprehensive approach, unique in the industry, delivers greater efficiency and coordination, relieving you of the burden of managing multiple contact points. We combine the latest technology with the experience of an industry-leading team of experts who work relentlessly to offer service that goes beyond the expected on every claim, to every client, every day.

888.394.5688

[21]

UMR – UnitedHealthcare’s TPA self-funding solution UnitedHealthcare networks & resources LARGEST NATIONAL NETWORK = BETTER ACCESS AND MORE SAVINGS

Industry-leading transparency tools SAVE EVEN MORE WHEN MEMBERS COMPARE PROVIDER QUALITY AND COST

Proprietary reporting tools DRIVE BETTER DECISIONS WITH OUR POWERFUL REPORTING SUITE

Exclusive stop loss arrangements REAP THE BENEFITS OF INDUSTRY-LEADING CARRIER RELATIONSHIPS

Synchronized population health management IMPROVE MEMBER HEALTH AND REDUCE COSTS BY SUPPORTING MEMBERS TO LIVE HEALTHIER LIVES AND MAKE BETTER DECISIONS

Simplified member experience ENGAGE MEMBERS WITH LEADING ONLINE AND MOBILE TECHNOLOGY, PLUS 24/7 CUSTOMER SERVICE

LOOK TO UMR FOR:

Best-in-class TPA solutions Find out more today. Visit umr.com or contact Mike Benson at mike.benson@umr.com or 715-841-6112.

S E CT I O N

THIRD PARTY ADMINISTRATORS (TPAs) P&C/WORKERS’ COMPENSATION/CAPTIVES

Advanced Medical Strategies Linda Belschner Executive Director 50 Salem Street, Building A Lynnfield, MA 01940 - United States PHONE (781) 224-9711 EMAIL lbelschner@mdstrat.com WEB www.mdstrat.com

Advanced Medical strategies provides a suite of clinical and financial predictive analytical tools, allowing superior management of catastrophic Healthcare claims. Payers and plans reduce costs, increase profitability, and quadruple productivity by utilizing this innovative combination of services, technology and clinical insight.

ASU Group Grant Mason Head of Business Development 2120 University Park Drive Okemos, MI 48864 - United States PHONE (800) 968-3767 EMAIL gmason@asugroup.com WEB www.asugroup.com

ASU is a client-focused provider of claims management and insurance services in the P&C market. Expertise in TPA services for Workers’ Compensation, Liability, and Auto to self-insured entities and carriers. Offering comprehensive solutions for Risk Management, Field Adjusting , Catastrophe Claims, Medical Review and Case Management. 100% employee owned.

Midlands Management Corp. Richard Bird Chief Operating Officer 3817 Northwest Expressway Oklahoma City, OK 73112 - United States PHONE (800) 800-4007 EMAIL rbird@midman.com WEB www.midlandsmgt.com

Midlands, a full-service MGU and coverholder at Lloyd’s, is an industry-leading provider of insurance products and services, with specialty in excess workers compensation. Shaped by values and backed by expertise, Midlands delivers superior program management capabilities, and innovative and effective insurance solutions.

888.394.5688

[23]

Some Things You Can Always Count On

Trusted partner. Guiding light. Driven by values and backed by decades of experience, trust Midlands to provide customized selfinsured coverage solutions including unparalleled underwriting expertise, innovative risk management and bottom-line driven claims resolution.

800.800.4007 | publicentity@midman.com | midlandsmgt.com

PMA Companies Michael MacAulay Senior Vice President, Sales 380 Sentry Parkway Blue Bell, PA 19422 - United States PHONE (856) 727-3157 EMAIL Michael_MacAulay@pmagroup.com WEB www.pmacompanies.com

Zelis Healthcare Bryan Russo Senior Vice President, Director of Sales 2 Crossroads Drive Bedminster, NJ 07921 - United States PHONE (908) 367-3112 EMAIL bryan.russo@zelis.com WEB www.zelis.com

THIRD PARTY ADMINISTRATORS (TPAs)

PMA is a leading provider of workers’ compensation and liability Third-Party Administration (TPA) and Risk Services to employers. Our holistic approach integrates pre-loss, loss-reduction and post-loss strategies to reduce clients’ total cost of risk. With average client retention of 95% and 95% client satisfaction, our TPAs, PMA Management Corp. and PMA Management Corp. of New England, exceed clients’ expectations.

P&C/WORKERS’ COMPENSATION/CAPTIVES

888.394.5688

[25]

S E CT I O N

MGU/MEDICAL STOP-LOSS CARRIERS LIFE AND HEALTH/EMPLOYEE BENEFITS

Advanced Medical Strategies Linda Belschner Executive Director

50 Salem Street, Building A Lynnfield, MA 01940 - United States PHONE (781) 224-9711 EMAIL lbelschner@mdstrat.com WEB www.mdstrat.com Advanced Medical strategies provides a suite of clinical and financial predictive analytical tools, allowing superior management of catastrophic healthcare claims. Payers and plans reduce costs, increase profitability, and quadruple productivity by utilizing this innovative combination of services, technology and clinical insight.

AIG Group Benefits Bill Edrington Vice President, Stop Loss and Voluntary Distribution 1200 Abernathy Road NE, Building 600, 5th Floor Atlanta, GA 30328 - United States PHONE (770) 671-2106 EMAIL william.edrington@aig.com WEB www.aig.com

AIGâ&#x20AC;&#x2122;s Group Benefits business boasts a diverse portfolio of insurance products that can help plan sponsors with more than 50 covered lives manage the risk of self-funding. These products include medical stop-loss, organ transplant, captive and Taft-Hartley solutions. Talk to us about your plan, we can help.

American Fidelity Assurance Company Marc Marion Chief Operating Officer, Strategic Alliances 9000 Cameron Parkway Oklahoma City, OK 73114 - United States PHONE (405) 523-5315 EMAIL marc.marion@americanfidelity.com WEB www.americanfidelity.com

Employer stop loss, medical excess and supplemental benefit insurance products.

Arbor Benefit Group, L.P. Karen Harrison Executive Vice President 281 Farmington Avenue, 2nd Floor Farmington, CT 06032 - United States PHONE (860) 674-9748 EMAIL Karenh@arborbg.com WEB www.Arborbg.com

Arbor Benefit Group, L.P. is a Managing General Underwriter serving Brokers, Consultants and Third Party Administrators throughout the United States. Arbor is built on a foundation of over thirty years experience in self-funded group health plans and excess loss policies. Since 2000, Arbor has been helping business maintain profitability with customized stop loss products and cost containment services all backed by integrity, financial stability, and an unwavering dedication to personal services.

[26]

www.sipconline.net

SPECIALIZING IN EMPLOYER BENEFIT SOLUTIONS

Your customers deserve a specialist. When it comes to helping clients with their stop loss insurance decision, it’s best to partner with a company that has years of stable ownership and experience. When choosing among providers, consider American Fidelity for a different opinion. Contact us today to connect with one of our sales partners.

American Fidelity has been rated A+ (Superior) by A.M. Best Company since 1982. www.ambest.com/consumers (accessed 05/26/2016) (A+ is the 2nd out of 16 with 1 being the highest)

800-654-8489 ext. 5635

• americanfidelity.com American Fidelity Assurance Company

SB-30211-0716

Avalon Insurance Company Tiana Brajkovich Business Development Specialist 2500 Elmerton Avenue, PO Box 779811 Harrisburg, PA 17177 - United States PHONE (717) 541-7397 EMAIL tiana.brajkovich@avaloninsurance.com WEB www.avaloninsurance.com

Avalon Insurance Company, a subsidiary of a Harrisburg, Pa.-based health insurance company trusted for over 75 years, offers smart, practical stop loss insurance solutions for employers of all sizes and is dedicated to providing the peace of mind and financial security that comes with easy-to-understand, easy-to-use and reliable insurance products.

Bardon Insurance Group is a consistently top rated MGU whose business is built on the principles of honesty, integrity and excellence. It is our goal to form partnerships with companies like ours where these values are the top priority. We represent AM Best “A” rated carriers with products aimed at 25 to 250+ life employers.

888.394.5688

LIFE AND HEALTH/EMPLOYEE BENEFITS

Don Thaler President 8326 East Hartford Drive, Suite 100 Scottsdale, AZ 85255 - United States PHONE (480) 682-1400 EMAIL don.thaler@bardon.net WEB www.bardon.net

MGU/MEDICAL STOP-LOSS CARRIERS

Bardon Insurance Group, Inc.

[27]

Beacon Risk Strategies An AmWINS Group Benefits Company

LIFE AND HEALTH/EMPLOYEE BENEFITS

MGU/MEDICAL STOP-LOSS CARRIERS

[28]

Wright Dickinson Principal 180 Nickerson Street, Suite 304 Seattle, WA 98109 - United States PHONE (206) 298-0092 EMAIL wright.dickinson@amwins.com WEB www.beaconrisk.com

Specialty underwriter and program manager for medical stop loss and other niche A&H products. Brokers, TPAs and reinsurers rely on the higher standard set by Beacon in everything we do from our underwriting expertise to our delivery of superior claims administration and customer service. Beacon specializes in giving you more.

Benefit Indemnity Corporation Rodger Bayne The Client First Building, 303 Allegheny Avenue Towson, MD 21204 - United States PHONE (443) 275-7412 EMAIL rodger.bayne@benefitindemnity.co WEB www.benefitindemnity.co

Benefit Indemnity is broker focused company dedicated to lowering the hurdles for brokers and groups to enter the self-funded marketplace. We design, build and distribute health plans through professional producers nationwide through a single on line enrollment and risk analysis portal.

www.sipconline.net

BenefitMall Kim Johnson Director, Business Operations 5090 North 40th Street, Suite 100 Phoenix, AZ 85018 - United States PHONE (602) 308-0862 EMAIL kim.johnson@benefitmall.com WEB www.benefitmall.com

Berkley Accident and Health Jim Hoitt Vice President, Sales 2445 Kuser Road Hamilton Square, NJ 08690 - United States PHONE (508) 573-6090 EMAIL JHoitt@BerkleyAH.com WEB www.BerkleyAH.com

Berkley Accident and Health is a risk management expert that offers a creative, analytics approach to risk and the strong backing of our parent company, the 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, an A+ (Superior) rated company by A.M. Best. We also offer EmCap, our Group Captive solution, that gives midsize employers a self-funding alternative.

Berkshire Hathaway Specialty Insurance

Berkshire Hathaway Specialty Insurance’s team of highly experienced stop loss professionals delivers a broad and flexible product offering. Our name is synonymous with trust and integrity. We do the right thing for customers and business partners - including moving claims payments forward swiftly, and being there for policyholders long term.

Brentwood Reinsurance Intermediaries, Inc. Al Rusnak Director P.O. Box 1949 Brentwood, TN 37024-1949 - United States PHONE (800) 524-0604 EMAIL brentre@bwood.com WEB www.brentre.com

LIFE AND HEALTH/EMPLOYEE BENEFITS

John Snyder Head of Stop Loss 300 Spectrum Center Drive #750 Irvine, CA 92618 - United States PHONE (213) 712-9033 EMAIL john.snyder@bhspecialty.com WEB www.bhspecialty.com/medicalstoploss

MGU/MEDICAL STOP-LOSS CARRIERS

Our Self-Funded Division includes experts in the self-funded medical marketplace. BenefitMall can provide you and your clients with superior benefits plans at the most competitive rates. We also offer a customer service staff dedicated to resolving your administrative needs, such as billing, commission, claim issues and compliance.

BrentRe is an independent reinsurance intermediary serving self insurers, captives, MGU’s and insurance companies. Our responsive personal service spans the spectrum of Life, Accident, Health, Casualty and Workers’ Compensation reinsurance.

Chubb Accident & Health Jaede Barg Senior Marketing & Communications Specialist Accident & Health 595 Shrewsbury Avenue, Suite 205 Shrewsbury, NJ 07702 - United States PHONE (732) 945-2302 EMAIL jaede.barg@chubb.com WEB www.chubb.com/accident

Chubb USA Accident & Health Division is committed to responding to the special needs of our customers with insurance solutions that provide greater stability in an ever-changing accident and health marketplace. We serve six broad customer segments: Corporate Global Risk, Scholastic Global Risk, Employee Benefits, Special Risk, Affinity Solutions and Workers Occupational Accident.

888.394.5688

[29]

Chubb Accident & Health

LIFE AND HEALTH/EMPLOYEE BENEFITS

MGU/MEDICAL STOP-LOSS CARRIERS

James Walloga EVP North America Accident & Health 1133 Avenue of the Americas New York, NY 10036 - United States PHONE (212) 703-7197 EMAIL james.walloga@chubb.com WEB www.chubb.com/accident

Chubb Accident & Health Tammie Morse AVP, Health Risk Management 595 Shrewsbury Avenue, Suite 205 Shrewsbury, NJ 07702 - United States PHONE (732) 945-2318 EMAIL tammie.morse@chubb.com WEB www.chubb.com/accident

INNOVATIVE STOP LOSS AND ANCILLARY SOLUTIONS At BenefitMall, we know that employer groups benefit most from treating their health plan as an investment rather than an expense. Our team of self funded consultants can help you succeed by offering: • Unbiased Expertise and Review • Initial Placement, Implementation and Renewal of Coverage • Claims Audit, Submission, Tracking, and Resolution Services • Reporting, Compliance Services and Plan Document Review • Billing and Premium Collection • Ancillary Products and Services

www.benefitmall.com/Services/Benefits/Stop-Loss

[30]

www.sipconline.net

888.248.8952

Creative Risk Underwriters LLC Val Flowers Executive Vice President 1343 Canton Road Suite B-1 Marietta, GA 30066 - United States PHONE (678) 661-4635 EMAIL Val@creativeuw.com WEB www.creativeuw.com

Crum & Forster Lauren Woods Vice President of Marketing 5 Christopher Way Eatontown, NJ 07724 - United States PHONE (732) 676-9833 EMAIL lauren.woods@cfins.com WEB www.cfins.com

The Crum & Forster Accident & Health team is dedicated to developing and distributing a wide variety of niche insurance and reinsurance products including Stop Loss,Transplant, Managed Care Excess, Fixed Indemnity, SalaryGap, Accident Medical, AD&D, Occupational Accident, Special Risk, College Sports, K-12,Travel, Inbound/Outbound, Bloodstock and Pet along with international product capabilities through its Lloyds coverholder arrangement.

D.W. Van Dyke & Co., Inc.

Excess Reinsurance Underwriters, Inc. Brian Zidek President 48 North Broad Street Woodbury, NJ 08096 - United States PHONE (856) 251-2280 EMAIL bzidek@excessre.com WEB www.excessre.com

LIFE AND HEALTH/EMPLOYEE BENEFITS

Walter B. Roland Executive Vice President 2 Corporate Drive, Suite 642 Shelton, CT 06484 - United States PHONE (203) 761-9300 EMAIL wroland@dwvd.com WEB www.dwvd.com

MGU/MEDICAL STOP-LOSS CARRIERS

Creative Risk Underwriters (CRU) is a full-service MGU providing medical stop loss insurance to employer groups and Taft-Hartley plans. Headquartered in Marietta, Georgia, CRU is partnered with A-rated carriers to offer stop loss coverage and is the trusted choice of brokers, TPAs and policyholders throughout the U.S.

Excess Re is a national, full service managing general underwriter specializing in employer stop-loss insurance, referenced 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 Reinsurance/Ironshore Insurance Service LLC David Johnson Marketing Manager P.O. Box 1170 Ridgeland, MS 39158 - United States PHONE (601) 427-0235 EMAIL david.johnson@ironshore.com WEB www.ironshore.com

Excess Risk Reinsurance, previously a full service MGU is now a wholly owned subsidiary of Ironshore Service, Inc. with full authority to market, underwrite, bind coverage, issue and administer policies, collect premium and claims payment of the behalf of Ironshore Services.

888.394.5688

[31]

Greymatter Risk Management, LLC

Jim McEntee Executive Vice President of Sales 6505 East 82nd Street, Suite 206 Indianapolis, IN 46250 - United States PHONE (770) 280-5270 EMAIL jmcentee@greymatterrisk.com WEB www.greymatterrisk.com

Greymatter Risk Management, LLC (“Greymatter”) offers Aggregate and/or Specific Excess Loss Insurance underwritten by Transamerica Premier Life Insurance Company and Transamerica Financial Life Insurance Company within the Labor and Public Sector. While we remain very competitive within the Labor and Public sector, we have proven to be a viable provider within the corporate sector also. Having a knowledgeable management team with vast experience that spans more than 50 years combined in the stop loss market allows for competitive advantage in general.

HIIG Accident & Health Matthew Naylor Executive Vice President, Chief Executive Officer 75 Valley Stream Parkway, Suite 250 Malvern, PA 19355 - United States PHONE (484) 328-8072 EMAIL mnaylor@hiig.com WEB www.hiigah.com

MGU/MEDICAL STOP-LOSS CARRIERS

LIFE AND HEALTH/EMPLOYEE BENEFITS

Being in the medical self-insurance stop loss market isn’t new to Houston International Insurance Group (HIIG). The experts and seasoned employees that founded the Company have decades of experience in this industry. In fact, HIIG was built using strategy, sound judgement, and business savvy from some of the same leaders who made this industry great from the very beginning.

[32]

Hi-Tech Health, Inc. Michael Carrara President 1500 Route 517 Hackettstown, NJ 07840 - United States PHONE (908) 813-3440 EMAIL mcarrara@hi-techhealth.com WEB www.hi-techhealth.com

IIS Roberta Konicek 10 South LaSalle Street, Suite 3450 Chicago, IL 60603 - United States PHONE (312) 857-9100 EMAIL robertak@iismgu.com

IIS is a full service MGU specializing in underwriting, marketing and administrative services that support self funded employee benefit programs. Our goal is to create cost effective risk mitigation solutions that help our clients develop a long term strategy for benefit and price stability.

Intermediary Insurance Services, Inc. (IISI) Jim Henry Executive Vice President 731 Sansome Street, 2nd Floor San Francisco, CA 94111 - United States PHONE (415) 399-6723 EMAIL jim_henry@iisinet.com WEB www.iisinet.com

Intermediary Insurance Services, Inc. (IISI) is a full-service MGU providing employer stop loss, group life, and managed care solutions to the self-funded community through our TPA and broker/consultant relationships. IISI is a Companion Life Affiliated Company.

www.sipconline.net

International Medical Group-Stop Loss, Inc. Steve Butz Vice President, Marketing 2960 North Meridian Street Indianapolis, IN 46208 - United States PHONE (877) 884-6475 Ext. 4673 EMAIL steve.butz@imglobal.com WEB www.imgstoploss.com

International Risk Consultants Michael McGrath President & Chief Executive Officer One Corporation Way Peabody, MA 01960 - United States PHONE (781) 581-9800 EMAIL MMcGrath@Irc-Ohu.com WEB www.Irc-Inc.Org

International Risk Consultants a full service MGU has been setting the standard for Medical Stop Loss risk solutions for over 25 years. We provide brokers, consultants and third-party administrators with innovative and effective solutions to meet the evolving needs of their clients. We emphasize flexible underwriting, outstanding service and a tradition of strength and stability.

IOA Re, Inc.

IOA Re entered the stop loss business in April 1982 and has been a steady, reliable partner without interruption. We pride ourselves on providing timely, competitive and innovative solutions to the self funded employer community.

J. Allan Hall & Associates, Inc. J. Allan Hall President/Chief Executive Officer 55 Monument Circle, Suite 1115 Indianapolis, IN 46204 - United States PHONE (317) 264-0020 EMAIL jahall@jahall.com WEB www.jahall.com

LIFE AND HEALTH/EMPLOYEE BENEFITS

Charles Place Executive Vice President 190 West Germantown Pike, Suite 200 East Norriton, PA 19401 - United States PHONE (267) 242-0096 EMAIL cplace@ioare.com WEB www.ioare.com

MGU/MEDICAL STOP-LOSS CARRIERS

IMG Stop Loss, Inc. is a wholly-owned subsidiary of International Medical Group, and a recognized leader in providing a full line of medical stop loss solutions to the self-funded benefit market. Our stop loss products are designed for employer plans of 11 employees and larger.

JAH is a full-service MGU and Coverholder at Lloydâ&#x20AC;&#x2122;s (London) plus admitted A rated carriers. We specialize in both usual and unusual stoploss and group underwriting and administration. We underwrite and administer ancillary products for captives, fully insured and self-insured domestic and international group and individual products. Underwrite and administer Associations, PEOs, Health Co-Ops, Agriculture, MEC, Gap, and other innovative programs.

M-D Underwriting Services, Inc. Cathy B. Guenther President 1880 Gen. George Patton Drive, Suite 102 Franklin, TN 37067 - United States PHONE (615) 662-3535 EMAIL cathy@mdusi.com WEB www.mdusi.com

MDU is dedicated to providing customers with the medical excess products, expertise and service that best serves our clients. We do this by open, honest and direct communication with our customers. Since 2000, MDU has earned a reputation as a RELIABLE, INNOVATIVE and SECURE choice as your Managing General Underwriter.

888.394.5688

[33]

Medical Risk Managers, Inc.

LIFE AND HEALTH/EMPLOYEE BENEFITS

MGU/MEDICAL STOP-LOSS CARRIERS

[34]

Jennifer Unsworth Senior Vice President 1170 Ellington Road South Windsor, CT 06074 - United States PHONE (800) 732-3248 EMAIL junsworth@mrm-mgu.com WEB www.mrm-mgu.com

MRM is the largest full service MGU in the country. Our services include underwriting, extensive network evaluation, consulting, Stop Loss claim adjudication, actuarial and accounting support. MRM currently has over $200 million and has profitably underwritten over $2 billion of Stop Loss throughout our history.

National Underwriting Services, Inc. Tom Gage President 14893 S.H. 16 North Suite 1 Helotes, TX 78023 - United States PHONE (210) 695-2381 EMAIL ddriscoll@nus1.com WEB www.nus1.com

For over 30 years, NUS has been a trusted and valued underwriting source providing innovative and customized stop loss solutions to the self-funded marketplace. NUS is a full service MGU and has become the â&#x20AC;&#x153;go toâ&#x20AC;? underwriter for reference based pricing and other specialty programs. We have the experience to meet your needs.

www.sipconline.net

National Underwriting Services, Inc. Dana Driscoll Executive Vice President 14893 S.H. 16 North Suite 1 Helotes, TX 78023 - United States PHONE (210) 695-2381 EMAIL ddriscoll@nus1.com WEB www.nus1.com

Nationwide Innovative Solutions Tom DeNoma Head of Program Business Development U.S. One Nationwide Plaza, 4-6-101 Columbus, OH 43215 - United States PHONE (614) 677-3843 EMAIL denomat@nationwide.com WEB www.nationwide.com

Nationwide Innovative Solutions (NIS) is an entrepreneurial arm of Nationwide that exists to serve member needs in specialized insurance markets such as Stop Loss, Gap, Dental, Travel, Legal, Limited Medical, Group Life, and Short and Long Term Disability, College Medical.

Phoenix Excess Risk Underwriters, LLC

Phoenix Excess Risk Underwriters, LLC (PERU) is a full-service Managing General Underwriter offering stop-loss reinsurance to employers of 50 lives and more who choose to self-fund their group health insurance plan.

Physicians Insurance Nancy Lee Employer Stop Loss Specialists P.O. Box 91220 Seattle, WA 98111 - United States PHONE (206) 343-6531 EMAIL nancyl@phyins.com WEB www.phyins.com

LIFE AND HEALTH/EMPLOYEE BENEFITS

Thomas A. (Tap) 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

MGU/MEDICAL STOP-LOSS CARRIERS

For over 30 years, NUS has been a trusted and valued underwriting source providing innovative and customized stop loss solutions to the self-funded marketplace. NUS is a full service MGU and has become the “go to” underwriter for reference based pricing and other specialty programs. We have the experience to meet your needs..

Physicians Insurance was founded in 1981. Today, Physicians Insurance serves more than 7,000 members. For more than 15 years, the Physicians Insurance Stop-Loss Program has provided top-quality stop-loss insurance to all types of employers who self- insure. Our medical/ employer stop-loss coverage enables employers to experience the many benefits of self-funding by providing exceptional customer service at competitive rates.

QBE North America Phillip Giles Vice President P.O. Box 1957 Pinehurst, NC 28370 - United States PHONE (910) 420-8104 EMAIL phillip.giles@us.qbe.com WEB www.qbeah.com

QBE is one of the world’s 20 largest insurance carriers and one of the largest direct writing carriers for Medical Stop Loss. We offer a full line of Stop Loss options and provide direct access to our decision-making underwriters.

888.394.5688

[35]

Reliance Standard Life Insurance Company

Andrew Orear Vice President, Limited Benefit Medical and Medical Stop Loss Sales 1340 Treat Boulevard, Suite 208 Walnut Creek, CA 95497 - United States PHONE (800) 843-9851 EMAIL andrew.orear@rsi.com WEB www.reliancestandard.com

Reliance Standard Life Insurance Company, a leading insurance carrier Rated A+ (Superior) by A.M. Best, specializes in innovative and flexible employee benefits solutions including disability and group term life insurance, a suite of voluntary coverage options and fully integrated absence management and has an unwavering commitment to deliver service excellence.

Risk & Insurance Consulting Services Jamie Brown Vice President 5500 Lilburn Stone Mountain Road, Suite B Stone Mountain, GA 30087 - United States PHONE (770) 923-3133 EMAIL jamie.brown@rics-reinsurance.com WEB www.rics-reinsurance.com

MGU/MEDICAL STOP-LOSS CARRIERS

LIFE AND HEALTH/EMPLOYEE BENEFITS

RICS is an independent reinsurance intermediary bringing value-added, innovative solutions to make clients more successful. Our expertise spans across a wide range of products for MGUs, Carriers, Reinsurers, TPAs, MEWAs, Employer Groups, and Captives. Our strong commitment to service and relationships enables RICS to deliver exceptional risk and insurance solutions.

[36]

Rockport Benefits, LLC Amy Argeros Managing Director 100 Cummings Center, Suite 442C Beverly, MA 01915 - United States PHONE (978) 969-0658 EMAIL aargeros@rockportbenefits.com WEB www.rockportbenefits.com

Boutique yet agile underwriting facility designed to directly share both time and knowledge with our qualified business partners. With the strength of an A+ rated Carrier behind us, Rockport offers cost-conscious pricing with an open-minded approach to today’s market.

Spectrum Underwriting Managers, Inc. Kurt Ridder President 41 East Washington Street, Suite 100 Indianapolis, IN 46204 - United States PHONE (800) 804-7732 EMAIL k.ridder@spectrumhq.com WEB www.spectrumhq.com

Founded in 1990, Spectrum is a full-service Managing General Underwriter of specific, aggregate and integrated stop loss insurance, specializing in the prompt delivery of comprehensive and competitive products and services designed for employer groups down to 15 employee lives. Stability, experience, dependability, longevity and focus – make Spectrum’s qualities your assets.

StarLine Group Christine Manzone Vice President of Underwriting 180 Teaticket Highway East Falmouth, MA 02536 - United States PHONE (508) 495-0882 ext. 300 EMAIL c.manzone2@starlinegroup.com WEB www.starlinegroup.com

For over fifteen years, StarLine has been a successful leader in underwriting management—specializing in Excess of Loss in Self-Insurance, Managed Care and Personal Accident Products. Well-versed in customized offerings and rooted in strategic thinking, our dedicated team provides a consultative approach to achieve the best risk solution for you.

www.sipconline.net

Medical Stop Loss Insurance

Draw on our

stability.

Look at the healthcare landscape and you’ll agree the only future certainty is more turmoil. More than ever, you need a stable insurance partner with a legacy of success. Reliance Standard has been helping businesses prepare for and minimize financial risk for more than a century. Today we are part of The Tokio Marine Group, one of the largest and most respected insurance groups in the world. Rated A+ (Superior) by AM Best, Reliance Standard is a direct writer of Medical Stop Loss, offering risk solutions for groups of 50+.

Reliance Standard is a proud sponsor of

Our product offering includes:  Minimum Specific Deductible: $25,000  No New Laser with Rate Cap Available  Early Locks on Select Cases  Experienced and Consultative Sales Staff Nationwide Contact your local Reliance Standard sales office for more information or visit reliancestandard.com. RFPs may be sent to rfps@rslstoploss.com.

Reliance Standard Medical Stop Loss Insurance *Rated “A+” Superior by AM Best, “A” Strong by Standard & Poors as of July 2016. Reliance Standard is ranked 10th nationally in group disability sales and 13th in group life sales as of 12/31/2015 (Limra). Insurance products and services are provided through RSL in all states (except New York), the District of Columbia, Puerto Rico & U.S. Virgin Islands. Administrative Office: Philadelphia, PA. In New York, benefits are underwritten by First Reliance Standard Life Insurance Company, Home Office: New York, NY. Product availability and features may vary by state.

www.reliancestandard.com

Strategic Underwriting Solutions LLC

Thomas Frank National Director of Sales & Marketing 2593 Development Drive, Suite 200 Green Bay, WI 54311 - United States PHONE (630) 696-1875 EMAIL tfrank@stratuw.com WEB www.stratuw.com

Strategic Underwriting Solutions LLC, a full-service MGU and consultant, provides a wide range of stop-loss products and services to the self-funded marketplace. With 25+ years of experience, up-to-date technology and top-rated carrier and reinsurer partners, SUS’ “best-inclass” service and support meet your product development, underwriting, compliance, claims, and health care industry consulting needs.

Sun Life Financial Michael Hoefler Vice President Central Region Market Leader One Sun Life Executive Park Wellesley Hills, MA 02481 - United States PHONE (866) 683-6334 EMAIL michael.hoefler@sunlife.com WEB www.sunlife.com/us

Founded in 1865, the Sun Life Financial group of companies serves millions of customers in 24 countries worldwide. Today, Sun Life Financial U.S. is a leading stop-loss insurance carrier. Put our expertise to work for you.

MGU/MEDICAL STOP-LOSS CARRIERS

LIFE AND HEALTH/EMPLOYEE BENEFITS

Sutton Special Risk America

[38]

Arleigh Kennedy Vice President, Stop Loss & Specialty Benefits 1500 District Avenue, Suite 1062 Burlington, MA 01803 - United States PHONE (781) 670-6881 EMAIL akennedy@suttonspecialrisk.com WEB www.suttonspecialrisk.com/Sutton_home_US.html

Founded in 1978, Sutton Special Risk has been a Lloyd’s coverholder for over 30 years. Initially specializing in providing insurance products and services to respond to the unique needs of professional sports teams and athletes, over time, the company has developed into a premier MGU provider of Stop Loss, Accident & Health, Life and Contingency products and services.

Swiss Re Corporate Solutions Mike Kemp Head Accident & Health NA 175 King Street Armonk, NY 10504 - United States PHONE (877) 392-3770 EMAIL Mike_Kemp@swissre.com WEB www.swissre.com/esl

The Accident & Health Group of Swiss Re Corporate Solutions has been providing in-depth product knowledge and solutions to customers since 1975. Our long history and continuity in this market gives both our policyholders and their trusted advisors confidence in knowing they are backed by experts who adapt to market trends and provide market-leading capacity. Our Employer Stop Loss portfolio includes: medical stop loss, group stop loss captives, and an organ transplant solution program. We are a direct writer for self-insured employer groups in all 50 states and coverage is underwritten by Westport Insurance Corporation, rated A+ (Superior) by A.M. Best Company.

www.sipconline.net

HELP YOUR CLIENTS

TO A TRUE PARTNER IN STOP-LOSS. The benefits of smart coverage, when it matters most. Sun Life is #1 in stop-loss for a reason:* our unparalleled expertise and innovative benefits and services help protect self-funded employers. Our new benchmarking tools arm you with customized data in an appealing, client-ready format. Coupled with our cost-containment products, you can tailor the perfect solution for each client. Put our expertise to work—call your Sun Life rep today.

Life’s brighter under the sun

sunlife.com/wakeup *The #1 ranking is based on the 2014 year-end Sun Life Stop-Loss premium of $1.03 billion and on our analysis of publicly available financial information and third-party market share data. Group stop-loss insurance policies are underwritten by Sun Life Assurance Company of Canada (Wellesley Hills, MA) in all states, except New York, under Policy Form Series 07-SL. In New York, group stop-loss insurance policies are underwritten by Sun Life and Health Insurance Company (U.S.) (Windsor, CT) under Policy Form Series 07-NYSL REV 7-12. Product offerings may not be available in all states and may vary depending on state laws and regulations. © 2015 Sun Life Assurance Company of Canada, Wellesley Hills, MA 02481. All rights reserved. Sun Life Financial and the globe symbol are registered trademarks of Sun Life Assurance Company of Canada. PRODUCER USE ONLY. BRAD-5073

SLPC 26354 01/15 (exp. 01/17)

Symetra

Michael Fry Executive Vice President, Benefits Division 777 108th Avenue NE, Suite 1200 Bellevue, WA 98004 - United States PHONE (800) 426-7784 EMAIL tom.costello@symetra.com WEB www.symetra.com

Symetra Life Insurance Company has been delivering creative, cost-effective stop loss solutions to self-funded clients for more than 40 years. Our Benefits portfolio also includes group life and AD&D, short-term and long-term disability income, critical illness and accident policies, fixed-payment medical coverage and gap plans, MEC administration, and absence management.

The Guardian Life Insurance Company of America (Guardian) Robert J. Melillo 2nd Vice President and Head of Stop-Loss 1699 King Street Enfield, CT 06082 - United States PHONE (860) 903-0775 EMAIL robert_melillo@glic.com WEB www.guardiananytime.com

With more than 155 years of risk management experience and a long term focus, Guardian is an ideal choice for Stop-Loss protection. As an employee benefits leader, we are known throughout the industry for integrity, fairness and exceptional performance – supported by a dedicated Stop Loss team, and sales and service professionals nationwide.

MGU/MEDICAL STOP-LOSS CARRIERS

LIFE AND HEALTH/EMPLOYEE BENEFITS

Tokio Marine HCC - Stop Loss Group

[40]

David Grider Senior Vice President Marketing and Sales 225 TownPark Drive NW, Suite 350 Kennesaw, GA 30144 - United States PHONE (800) 447-0460 EMAIL dgrider@tmhcc.com WEB www.tmhcc.com/life

For more than 35 years, HCC Life Insurance Company, operating as Tokio Marine HCC – Stop Loss Group, has been leading the way in medical stop loss insurance for employers and plans who self-fund their benefit plans. Rated A+ (Superior) by A.M. Best Company, Tokio Marine HCC – Stop Loss Group is backed by the financial stability of its parent company, Tokio Marine HCC.

Trean Reinsurance Services, LLC Kyle Plath 100 Lake Street West Wayzata, MN 55391 - United States PHONE (952) 974-2221 EMAIL kplath@treancorp.com WEB www.treanre.com

Trean Re is one of the top independent, employee-owned reinsurance intermediary and risk consultants in the medical A&H arena. The areas of expertise include developing carrier relationships; reinsurance placement, negotiation, and servicing; consultation to HMOs, MGUs, TPAs, and insurers on small group stop-loss development; and captive stop-loss development and implementation.

TRU Services, LLC. Jenessa Pease Marketing Analyst 152 Conant Street, Second Floor Beverly, MA 01930 - United States PHONE (978) 564-0200 EMAIL jenessap@truservices.com WEB www.truservices.com

With 20 years of success to build on, TRU Services enters each year looking to strengthen existing relationships, and establish new ones. Our philosophy is simple; we find the right solution for you and your clients, while providing the service you deserve. Just reach out and we will prove ourselves.

www.sipconline.net

IHC

Risk Solutions

Our

world-class capabilities

A powerful combination

Swiss Re Corporate Solutions has joined forces with IHC Risk Solutions. By integrating IHC’s business we are complementing this highly-regarded firm’s wealth of expertise with our own financial strength and global capacity. It’s a powerful combination of expertise and capabilities, and we believe it offers enhanced value to any employer seeking to self-fund their healthcare benefit plan. We’re smarter together. swissre.com/esl Insurance products underwritten by Westport Insurance Corporation and North American Specialty Insurance Company.

Ullico Inc.

Daniel Wolak President, The Union Labor Life Insurance Company 8403 Colesville Road, 13th Floor Silver Spring, MD 20910 - United States PHONE (202) 682-6908 EMAIL dwolak@ullico.com WEB www.ullico.com

Ullico is the only labor-owned insurance and investment company, which is why union members and employers across America trust us with protecting their families, employees, businesses and investments. We have proudly been there for the union workplace for more than 85 years. Here’s to many more!

Universal Fidelity Life Insurance Company Brent Haggard Chief Executive Officer 13931 Quail Pointe Drive Oklahoma City, OK 73134 - United States PHONE (405) 608-0174 EMAIL cbhaggard@uflic.com WEB www.uflic.com

As an MGU for A-rated carriers, we underwrite and administer the Preferred Choice Health Plan, an aggregate only self-funded medical plan for employers. We market traditional stop loss coverages through select TPA’s and Brokers. As a nationally licensed TPA, we administer worksite products and insurer programs.

MGU/MEDICAL STOP-LOSS CARRIERS

LIFE AND HEALTH/EMPLOYEE BENEFITS

USBenefits Insurance Services, LLC

[42]

Marcus Floyd Executive Vice President, Marketing 43 Corporate Park, Suite 101 Irvine, CA 92606 - United States PHONE (949) 468-3023 EMAIL mf@usbins.net WEB www.usbins.net

USBenefits Insurance Services, LLC is a full service Managing Underwriter, providing financially stable Health reinsurance products to selffunded health plans through qualified Third Party Administrators and select brokers. USBenefits has total responsibility for all administration, claims and underwriting decisions pertaining to its Medical stop Loss program.

Voya Employee Benefits Kris Lange Stop Loss National Sales Director 20 Washington Avenue South Minneapolis, MN 55401 - United States PHONE (612) 342-3755 EMAIL Kristine.Lange@voya.com WEB www.Voya.com

Voya Employee Benefits, a division of ReliaStar Life Insurance Company and ReliaStar Life Insurance Company of New York, has offered excess risk insurance products from one of the nation’s largest direct writers of excess risk insurance for more than 35 years. We also offer group life, voluntary, and disability income products and have more than 90 years of experience in delivering group benefit solutions to employers.

Xchange Benefits, LLC James Denison Executive Vice President & Chief Underwriter Three Barker Avenue, 1st Floor White Plains, NY 10601 - United States PHONE (914) 437-7359 EMAIL info@xbllc.com WEB www.xbllc.com

Xchange Benefits is a leader in providing benefit solutions to our client markets throughout the U.S. and beyond. Our Medical Stop Loss solutions successfully enable employer groups to maximize benefits while protecting their balance sheets from otherwise financially unsustainable events. We add value through thoughtfully designed and underwritten insurance programs.

www.sipconline.net

Guardian® in sync

Stop Loss

Guardian Stop Loss. Experience that will give you confidence. Stop loss insurance comes down to one thing. Who do you trust? After all, a large claim can put a real crimp in your cash flow while you await reimbursement. We have a 155-year tradition of putting customers first, including: A long track record of financial stability and exemplary financial ratings

Clear, unambiguous contracts that we stand behind

Turnaround time of just 2–3 days on claims, whether $10K or $10M1

Visit www.guardiananytime.com/stoploss

LIFE

DENTAL

VISION

DISABILITY

ABSENCE

SUPPLEMENTAL HEALTH

STOP LOSS

ASO

GuardianAnytime.com The Guardian Life Insurance Company of America®, 7 Hanover Square, New York, NY 10004. GUARDIAN® and the GUARDIAN G® logo are registered service marks of The Guardian Life Insurance Company of America and are used with express permission. 1 Upon receipt of information from the payer. Guardian’s Stop Loss Insurance is underwritten and issued by The Guardian Life Insurance Company of America, New York, NY. Policy limitations and exclusions apply. Optional riders and/or features may incur additional costs. Plan documents are the final arbiter of coverage. Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2015 on a statutory basis: Admitted Assets = $48.1 Billion; Liabilities = $42.0 Billion (including $37.0 Billion of Reserves); and Surplus = $6.1 Billion. Ratings as of 02/16 and are subject to change. Policy Form #GP-1-SL-13. 2016-21397 Exp. 8/17

S E CT I O N

MGU/EXCESS INSURANCE CARRIERS P&C/WORKERS’ COMPENSATION/CAPTIVES

Advanced Medical Strategies Linda Belschner Executive Director 50 Salem Street, Building A Lynnfield, MA 01940 - United States PHONE (781) 224-9711 EMAIL lbelschner@mdstrat.com WEB www.mdstrat.com

AIG’s Group Benefits business boasts a diverse portfolio of insurance products that can help plan sponsors with more than 50 covered lives manage the risk of self-funding. These products include medical stop-loss, organ transplant, captive and Taft-Hartley solutions. Talk to us about your plan, we can help.

Brentwood Reinsurance Intermediaries, Inc. Al Rusnak Director P.O. Box 1949 Brentwood, TN 37024-1949 - United States PHONE (800) 524-0604 EMAIL brentre@bwood.com WEB www.brentre.com

Chubb Accident & Health James Walloga Executive Vice President North America Accident & Health 1133 Avenue of the Americas New York, NY 10036 - United States PHONE (212) 703-7197 EMAIL james.walloga@chubb.com WEB www.chubb.com/accident

[44]

www.sipconline.net

Midlands Management Corp.

Midwest Employers Casualty Company Steven J. Link Vice President, Business Development-SIG 14755 North Outer Forty Drive, Suite 300 Chesterfield, MO 63017 - United States PHONE (636) 449-7000 EMAIL slink@mwecc.com WEB www.mwecc.com

P&C/WORKERS’ COMPENSATION/CAPTIVES

Richard Bird Chief Operating Officer 3817 Northwest Expressway Oklahoma City, OK 73112 - United States PHONE (800) 800-4007 EMAIL rbird@midman.com WEB www.midlandsmgt.com

MGU/EXCESS INSURANCE CARRIERS

Midwest Employers Casualty Company (MECC) provides tailored workers’ compensation excess insurance products to individual employers, groups and insurance companies, nationwide. MECC 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.

Safety National Tom Grove Senior Vice President - Business Development 1832 Schuetz Road St. Louis, MO 63146 - United States PHONE (888) 995-5300 EMAIL tom.grove@safetynational.com WEB www.safetynational.com

Safety National is a leading provider of alternative risk funding products such as excess workers’ compensation, deductible casualty, loss portfolio transfers and reinsurance. Safety National is a member of the Tokio Marine Group and is rated “A+” (Superior), FSC XIV by A.M. Best.

888.394.5688

[45]

S E CT I O N

MEDICAL PROVIDER NETWORKS/ ONSITE CLINICS

Advanced Medical Pricing Solutions (AMPS) Corte Iarossi Vice President, Marketing & Product Development 420 Technology Parkway, Suite 200 Norcross, GA 30092 - United States PHONE (800) 809-0513 EMAIL ciarossi@advancedpricing.com WEB www.advancedpricing.com

Advanced Medical Pricing Solutions (AMPS), Reference Based Reimbursement (RBR), and Medical Bill Review (MBR) help employer groups and TPAs put an end to illusionary PPO discounts. AMPS physician led, technology driven solution ensures accurate and reasonable reimbursement levels while protecting the member, plan, and all stakeholders from balance billing and adverse outcomes.

Advanced Medical Strategies Linda Belschner Executive Director 50 Salem Street, Building A Lynnfield, MA 01940 - United States PHONE (781) 224-9711 EMAIL lbelschner@mdstrat.com WEB www.mdstrat.com

Aegis Cost Containment Services Inc. Sam Cozzo Chief Executive Officer 1107 South Mannheim Road Westchester, IL 60154 - United States PHONE (888) 437-3131 EMAIL sc@a3-cc.com WEB www.a3-cc.com

Auxilio Mutuo Hospital Ricky Collazo Manager, Auxilio Global Health Program 715 Ponce De Leon Avenue San Juan, 00918 - Puerto Rico PHONE (844) 855-1010 EMAIL globalhealth@auxiliomutuo.com WEB www.auxiliomutuo.com/en

Auxilio Mutuo Hospital is the largest, private nonprofit hospital in Puerto Rico. The Hospital holds several national accreditations, including Joint Commission. Our Centers of Excellence include: the Transplant Center (kidney, pancreas and liver transplant programs), Bone Marrow Transplant, Cancer Center, Radiation Oncology, COEMIG, Cardiovascular, Multidisciplinary Rehabilitation and Orthopedics.

[46]

www.sipconline.net

Clare McFadden Marketing Coordinator 6000 East Evans, Suite 2-400 Denver, CO 80222 - United States PHONE (720) 599-3544 EMAIL cmcfadden@bridgehealth.com WEB www.bridgehealth.com

BridgeHealth provides access to a nationwide network of high quality COEâ&#x20AC;&#x2122;s for planned surgeries offering pre-negotiated case rates that address the wide variation in both cost and quality. A concierge level service is provided to members, helping obtain second opinions, scheduling surgery, and arranging travel. Members typically realize 20-40% savings.

CareHere, LLC Chris Murphy Key Account Manager 5141 Virginia Way, Suite 350 Brentwood, TN 37027 - United States PHONE (615) 661-7818 EMAIL cmurphy@carehere.com WEB www.carehere.com

CareHere is an industry leader in providing on/near-site health and wellness centers with over 200 centers nationwide. We follow a patientcentered healthcare approach to integrate primary and chronic care, case/disease and medication management, occupational healthcare, workersâ&#x20AC;&#x2122; compensation and much more. We are providing companies the means to decrease claims costs and give their employees quality and cost effective care.

888.394.5688

MEDICAL PROVIDER NETWORKS/ONSITE CLINICS

BridgeHealth

[47]

Employee Benefit Management Services (EBMS)

Kevin Larson President 2075 Overland Avenue Billings, MT 59102 - United States PHONE (800) 777-3575 EMAIL kjlarson@ebms.com WEB www.ebms.com

EBMS is a national leader in health risk management and third-party administration of self-funded health benefit plans. EBMS’ clients maximize clinical and financial outcomes through custom benefit design; data analytics and reporting; onsite medical clinics; mail order and specialty pharmacy; captive/stop loss solutions; wellness and medical management; transparency tools; and, medical, dental, vision, COBRA/HIPAA administration.

First Health and Cofinity John Bryan Director of Sales 10260 Meanley Drive San Diego, CA 92131 - United States PHONE (630) 737-7156 EMAIL johnbryan@firsthealth.com WEB www.firsthealth.com

First Health® and Cofinity® provide access to directly-contracted PPO network providers at over 1 million service locations nationally.Together, we offer multiple network solutions—primary and complementary national networks, supplemental network partners, and non-network fee negotiations—as well as the Institutes of Excellence™ Transplant Access Network by Aetna, the Aetna Dental® Administrators dental program, and medical management.

MEDICAL PROVIDER NETWORKS/ONSITE CLINICS

Global Excel Management

[48]

Benj Tabah Product Development and Marketing 73 Queen Street Sherbrooke, Quebec, Canada, J1M1N7 - Canada PHONE (819) 437-2277 EMAIL benjamin.tabah@globalexcel.com WEB www.globalexcel.com

Global Excel Management (GEM) has been a market leader in cost reduction and cost avoidance strategies in healthcare since 1996. GEM’s proprietary bill review software, network access and in-house negotiators combined with extensive clinical and legal expertise results in secure, market-leading savings. Contact us today for a free claims analysis.

Golden Triangle Specialty Network, LLC Scott E. Williams Vice President Sales & Business Development 449-B Metroplex Drive Nashville, TN 37211 - United States PHONE (615) 712-6174 EMAIL williamss@gtspecnet.com WEB www.gtspecnet.com

Contracted National Dialysis Network, Specialty Rx Cost Containment, Consulting plus Reference Based Claim Payments (Medicare+, UCR, U&C, R&C), Plan Benefit Design, National & International Air Ambulance Discounts, Re-Pricing/Negotiation on any type of claim. Solutions for self-funded & fully insured payors, free initial case review with concierge touch & flexibility.

IHS - ClaimsBridge Direct Robert Schmidt President 1511 Ritchie Highway, Suite 205 Arnold, MD 21012 - United States PHONE (410) 349-3222 EMAIL rschmidt@claimsbridge.com WEB www.claimsbridge.com

ClaimsBridge Direct provides cost containment for self-funded plans through its custom provider networks using Medicare based direct contracts customized to the self-funded plan’s medical services need. ClaimsBridge Direct reduces the self-funded employer’s medical spend and growth trend, without the financial risk of large network or reference based (“no network”) solutions.

www.sipconline.net

ImagineMD Rhea Campbell Chief Operating Officer 10 S Riverside Plaza, Suite 2225 Chicago, IL 60606 - United States PHONE (312) 543-0915 EMAIL rcampbell@imaginemd.net WEB www.imaginemd.net

MultiPlan Pam Walker Senior Director, Marketing and Communication 115 Fifth Avenue New York, NY 10003 - United States PHONE (212) 780-2000 EMAIL pamela.walker@multiplan.com WEB www.multiplan.com

MultiPlan provides network- and analytics-based solutions for managing financial risks associated with healthcare claims as well as products that fight waste, abuse and fraud pre-payment. Clients include insurers, health plans, TPAs, self-funded employers and other payers in the commercial healthcare, government, workers’ compensation and auto medical markets.

Passport For Health, a Medical Travel Company Robert Repke President 236 West Portal Avenue #353 San Francisco, CA 94127 - United States PHONE (415) 845-4418 EMAIL rrepke@globalmedconex.com WEB www.passportforhealth.com

Passport for Health is a consumer focused International Medical Network concentrated in Latin America. Our Hospital providers are Fully Accredited and Doctors Board Certified. We specialize in work with self-funded health plans that wish to offer a medical travel option as part of their PPO. Our services include travel facilitation and full coordination with the Third Party Administrator.

MEDICAL PROVIDER NETWORKS/ONSITE CLINICS

ImagineMD is a direct primary care medical practice that charges a fee to the employer or directly to the employee to provide world-class customer service in addition to world-class medical care.This model dramatically reduces healthcare costs by avoiding unnecessary over-utilization of expensive medical services, which becomes possible because employees area able to reach their own doctor 24/7 and get their medical care delivered proactively.

Pay Yourself First Josh Flood President 206 North Washington Street, #B11 Alexandria, VA 22314 - United States PHONE (202) 246-2095 EMAIL josh@payyourselffirst.com WEB www.pyftas.com

We specialize in strategic, integrated, and successful telemedicine solutions. We offer the only no upfront capital expenditure model in the telehealth industry. Whether your client is fully insured or self-insured, our unique solutions provide an essential component that all modern quality healthcare programs must include—cost effective telemedicine.

Preferred Medical Claim Solutions, LLC Brian Caliendo President and Chief Operating Officer 9060 East Via Linda, Suite 250 Scottsdale, AZ 85258 - United States PHONE (480) 905-8987 EMAIL bcaliendo@pmcsonline.com WEB www.pmcsonline.com

Preferred Medical Claim Solutions “PMCS” is a progressive, transaction-based healthcare network dedicated to serving Payers, Providers, and ultimately Patients, by providing proven revenue cycle management solutions that reduce healthcare costs. The PMCS proprietary network, made up of over 400,000 directly contracted medical providers nationwide, was specifically developed for commercial healthcare, workers’ compensation, and auto markets.

888.394.5688

[49]

Prime Health Services Katie Bailey

Marketing Director 7110 Crossroads Boulevard, Suite 100 Brentwood, TN 37027 - United States PHONE (866) 348-3887 EMAIL info@primehealthservices.com WEB www.primehealthservices.com Prime Health Services is a national medical cost containment company offering a customizable PPO network ready to save you money. Workersâ&#x20AC;&#x2122; compensation, commercial group health, auto liability, Medicare Advantage, and corrections specific networks. Over 700,000 providers nationwide. Available to the insurance carrier, TPA, self-insured, government, and captive insurance entities.

ProviDRs Care Karen Cox Chief Executive Officer 1102 South Hillside Wichita, KS 67211 - United States PHONE (316) 683-0665 EMAIL karencox@providrscare.net WEB www.ProviDRsCare.Net

ProviDRs Care, formerly WPPA and operational since 1985, is a physician owned preferred provider organization (PPO) serving the entire state of Kansas. ProviDRs Care is for lease by insurance companies and third party administrators, working in partnership with insurance agents, brokers, employers and healthcare providers to deliver cost-effective health services.

Reliant Health Partners, LLC

MEDICAL PROVIDER NETWORKS/ONSITE CLINICS

Bailey Owen Smith Chief Operating Officer/Partner 5575 Poplar Avenue Memphis, TN 38119 - United States PHONE 877-405-6687 ext: 1 EMAIL bsmith@relianthp.com WEB www.relianthp.com

[50]

Reliant Health Partners maintains a database that compiles annualized reimbursement data from over 2.4 million claims across the country. Based on average accepted reimbursements for healthcare insurance, specific reported cost data, and historical charge reports we recommend applicable discounts and negotiate with providers on your behalf to reduce costs and increase your bottom line.

The Alliance Teri Van Tassel Vice President, Marketing & Member Services 5510 Nobel Drive, Suite 200 Madison, WI 53711 - United States PHONE (800) 223-4139 ext. 6633 EMAIL tvantassel@the-alliance.org WEB www.the-alliance.org

The Alliance is a cooperative of employers working together to move health care forward by controlling costs and improving quality.

Zelis Healthcare Bryan Russo Senior Vice President, Director of Sales 2 Crossroads Drive Bedminster, NJ 07921 - United States PHONE (908) 367-3112 EMAIL bryan.russo@zelis.com WEB www.zelis.com

www.sipconline.net

S E CT I O N

TECHNOLOGY VENDORS

Benefit Indemnity is broker focused company dedicated to lowering the hurdles for brokers and groupsto enter the self-funded marketplace. We design, build and distribute health plans through professionalproducers nationwide through a single on line enrollment and risk analysis portal.

Claimwire Steve Schmutz Chief Executive Officer 1379 North 1075 W., Suite 226 Farmington, UT 84025 - United States PHONE (888) 512-4440 EMAIL steve@claimwire.com WEB www.claimwire.com

Claimwire provides access to state workers’ compensation forms for all 50 states, and allows customers to populate data from the claim systems directly onto the forms. We also provide a First Report of Injury on-line portal which can be used to initiate claims for any software system.

Complete Health Systems, LC Carolyn Jonker Vice President 200 West Douglas Street, Suite 360 Wichita, KS 67202 - United States PHONE (800) 524-2327 ext. 103 EMAIL carolynj@completehealthsys.com WEB www.completehealthsys.com

Since 1990, CHS has been providing Health Claims Administration, Adjudication and Premium Billing systems. Our Windows based offering, includes a real-time web portal and the new HITRUST™ certified CHS Hosted Security Services™ option. We make it easier for you to do business!

COTEVA Al Lang 4008 Underwood Street Chevy Chase, MD 20815 - United States PHONE (202) 320-6202 EMAIL al.lang@coteva.com WEB www.coteva.com

CEEM -- Coteva Enrollment and Eligibility Manager -- provides a comprehensive solution for benefits management, includes consolidated billing, COBRA, and can be purchased as either a licensed system or a service solution.

888.394.5688

[51]

coteva.com ENROLLMENT

(new or renewals) is smooth

BILLING

is consolidated

With CEEM

Â®

[COTEVA ENROLLMENT AND ELIGIBILITY MANAGER]

you have a clear view into seamless, comprehensive employee benefits.

15,000 4,000 2,000

lives

products groups

for a single TPA

You have

NO LIMITS to plan offerings:

Consolidated customer billing across all products/carriers

ALL TOGETHER

IN A NICE PACKAGE Enrollment Eligibility Billing Reporing

DataPath

Bo Armstrong 1601 Westpark Drive, Suite 9 Little Rock, AR 72204 - United States PHONE (501) 296-9990 EMAIL marketing@dpath.com WEB www.dpath.com

Deluxe Corporation Todd Tracey Executive Director eCheck Solutions 622 East Savidge Street Spring Lake, MI 49456 - United States PHONE (616) 204-5363 EMAIL todd.tracey@deluxe.com

Deluxe eChecks, a check payment process unlike anything else. Providers SIMULTANEOUSLY and ELECTRONICALLY receive their check and EOP or ANSI 835 in seconds with NO ADDED FEES. SECURE platform eliminates check fraud and the need to capture provider sensitive bank information. Realize immediate COST SAVINGS with your first provider payment cycle.

DHS Group

6 TECHNOLOGY VENDORS

For over thirty years, DataPath has created powerful, innovative solutions that empower our clients to cut through the challenges of an everchanging healthcare industry. As an end-to-end processor of electronic payments and debit cards, we’re carving a path through the complex indemnity and provider payment landscape. Let’s work together.

Alexis Tahara Marketing Coordinator 2425 Fountain View Drive, Suite 310 Houston, TX 77057 - United States PHONE (832) 201-8500 EMAIL alexis.tahara@dhsgroup.com WEB www.dhsgroup.com

DHS Group works with companies and health plans to achieve better health outcomes through population science and member engagement tools. DHS achieves this - in part - through HealthSpective, a powerful platform that provides full-cycle solutions to help its clients track and elevate population health. For more information, visit www.dhsgroup.com.

ECHO Health, Inc. Tom Davis Executive VP Strategy & Business Development 868 Corporate Way Westlake, OH 44145 - United States PHONE (440) 835-3511 EMAIL info@EchoHealthinc.com WEB www.EchoHealthinc.com

Founded in 1997, ECHO® is one of the country’s leading providers of electronic payment solutions, serving over 75,000 companies, processing more than 50 million payment transactions and paying over $10 billion annually. Our patented INTELLIGENT ROUTER® process dramatically reduces client costs while transforming their payment delivery system from day one.

Eldorado, a division of Mphasis Sally Else President 5353 North 16th Street, Suite 400 Phoenix, AZ 85016 - United States PHONE (602) 604-3100 EMAIL selse@eldocomp.com WEB www.eldoinc.com

Eldorado offers JAVELINA, a real-time, web-based administration system that is CORE-certified, and provides an enterprise to component solution with pre-built interfaces to industry partners. Known for our speed to implement, this reform-ready, scalable, and secure platform is just what payers are looking for from a 30+ year experienced organization.

888.394.5688

[53]

Encompass Medical Management (Emmdata)

Don Hughes President 8009 Dark Valley Cove Austin, TX 78737 - United States PHONE (512) 731-1897 EMAIL donhughes@emmdata.com WEB www.emmdata.com

Emmdata turns data into usable information. We specialize in big data solutions for both health plans and provider organizations. We provide current use and predictive models to analyze patients and members. We also provide and support tele-monitoring services and support and create behavioral health specialty networks.

FormFire Peter Analore Vice President of Operations 1360 East 9th Street, Suite 850 Cleveland, OH 44114 - United States PHONE (216) 678-9129 EMAIL peter@formfire.com WEB www.formfire.com

FormFire’s Quote, Sell, Enroll™ platform is carrier’s preferred choice for selling self-funded products. The platform enables brokers to gather the data needed for underwriting a self-funded group, sell in their own private marketplace, and enroll group business. Talk to us about our carrier-sponsored programs that make FormFire a cost-effective solution.

gBehavior Don Doster President/Chief Executive Officer 3525 Piedmont Road, Building 5, Suite 400 Atlanta, GA 30305 - United States PHONE (404) 949-0541 EMAIL ddoster@gbehavior.com WEB www.gbehavior.com

gBehavior offers comprehensive wellness and safety engagement solutions that empower program participants to change behavior by rewarding them for achieving program goals. gBehavior handles all phases of implementation, engagement, rewards management, customer service and in-depth reporting. gBehavior offers a unique value proposition - we get paid only on results.

Health Portal Solutions

TECHNOLOGY VENDORS

James Burkholder President & Chief Executive Officer 11550 IH 10 West Suite 220 San Antonio, TX 78230 - United States PHONE (210) 641-7715 EMAIL jburkholder@hpsglobal.net WEB www.hpsglobal.net

[54]

Health Portal Solutions – a provider of custom, integrated web portals – boosts Payer efficiencies by consolidating insurance, benefits, wellness, and other healthcare programs into a single portal. Payers trust HPS to organize their disparate data and vendors into a private labeled portal that helps them communicate and manage their business operations.

Health Solutions Plus, Inc. Carol Bennett Marketing Director 48 South Service Road, Suite 301 Melville, NY 11747 - United States PHONE (800) 244-8718 EMAIL carol.bennett@hspweb.com WEB www.hspweb.com

Health Solutions Plus (HSP) is a U.S. based software provider offering the most comprehensive benefit administration platform in the industry. The HSP Payer Suite is an enterprise-wide solution that maximizes business process automation for medical, dental and vision benefit administration, while reducing overall operational costs and adhering to regulatory compliance.

www.sipconline.net

Healthiest You

Angel Paravicini Vice President, Partner Development 5350 East High Street, Suite 350 Phoenix, AZ 85054 - United States PHONE (480) 779-4360 EMAIL Angel@healthiestyou.com WEB www.healthiestyou.com

HealthTrio LLC Arthur Vera Regional Sales Director 603 North Wilmot Road Tucson, AZ 85711 - United States PHONE (520) 748-6084 EMAIL arthur.vera@healthtrio.com WEB www.healthtrio.com

HealthTrio serves administrators and health plans across the country, offering the market-leading member and provider portals for over 17 years. Our series of modular solutions enable healthcare organizations to create significant and lasting improvement in stakeholder engagement, population health management, partner integration, and administrative automation.

TECHNOLOGY VENDORS

HealthiestYou makes healthcare easy! Our claim changing app provides unlimited access to board certified physicians to diagnose, treat and prescribe via phone or video, saves you up to 85% on prescriptions, shops and prices various in-network providers and procedures, connects your medical deductible and much more. We’re kicking apps and reducing claims.

Healthx, Inc. Dwight Klunzinger Vice President, Account Management 9339 Priority Way West Drive, Suite 150 Indianapolis, IN 46240 - United States PHONE (317) 218-0605 EMAIL dklunzinger@healthx.com WEB www.healthx.com

Healthx helps payers reduce costs and successfully compete in the changing world of healthcare by delivering the leading member engagement and provider collaboration solution. We work with our customers to drive online portal and mobile app utilization to reduce administrative costs, drive greater ROI and improve health outcomes.

IHS - ClaimsBridge Direct Robert Schmidt President 1511 Ritchie Highway, Suite 205 Arnold, MD 21012 - United States PHONE (410) 349-3222 EMAIL rschmidt@claimsbridge.com WEB www.claimsbridge.com

JMS and Associates, Inc. Frank Gigliotti Chief Executive Officer 37735 Enterprise Court, Suite 600 Farmington Hills, MI 48331 - United States PHONE (248) 489-8888 EMAIL frankg@jmsassoc.com WEB www.jmsassoc.com

JMS & Associates is a global information management company focused on providing Business Process Outsourcing (BPO) services to the health care industry, specializing in the frontend paper claim conversion to electronic format and online data entry services directly into the clients adjudication systems. Other health care solutions include manual and automated repricing of claims, mail room and scanning services. We also provide Claims Adjudication, Audit Services, Plan Building and testing, Dependent Audits and Call Center capabilities.

888.394.5688

[55]

LifeTrac, Inc.

Barry Thompson Vice President Sales 11100 Wayzata Boulevard, Suite 350 Minneapolis, MN 55305 - United States PHONE (800) 968-8722 EMAIL bthompson@lifetracnetwork.com WEB www.lifetracnetwork.com

LifeTrac provides transplant network and cost containment services to plans when members require transplantation or transplant adjacent therapies. With contracts at over 110 of the leading transplant facilities, LifeTrac leverages existing provider relationships, negotiation expertise, web-based tools, and dedicated client service teams to secure impressive discounts for clients.

MedeAnalytics Jonathan Hawkins Vice President Payer Solutions 5858 Horton Street, Suite 280 Emeryville, CA 94608 - United States PHONE (510) 379-3300 EMAIL jonathan.hawkins@medeanalytics.com WEB www.medeanalytics.com

MedeAnalytics provides evidence-based insights to organizations so they can detect risk and identify opportunities to improve financial health. It empowers providers and health plans to collaborate and use data to strengthen operations and improve care. MedeAnalyticsâ&#x20AC;&#x2122; solutions uncover business insights for nearly 1,000 healthcare organizations across the US and UK.

OneArk Suite

Tim Sanderson US Sales 6 Metro Office Park Ste 101 Guaynabo, 00968 - Puerto Rico PHONE (918) 605-9544 EMAIL tsanderson@onearksuite.com WEB www.onearksuite.com OneArk Suite is a flexible, user-friendly, claims processing platform for PBMs, health plans, and large employer groups to manage and oversee complex pharmacy benefit plans. Take charge of your own claims processing with the easiest to use PBM platform in the industry. Simple to use, powerful results!

The Phia Group, LLC

TECHNOLOGY VENDORS

Adam Russo, Esq. Chief Executive Officer 163 Bay State Drive Braintree, MA 02184 - United States PHONE (781) 535-5622 EMAIL arusso@phiagroup.com WEB www.phiagroup.com

[56]

The Phia Group, LLC is an experienced cost containment firm, combining innovative technologies, legal expertise, and focused, flexible customer service. A pioneer in the healthcare benefits marketplace, The Phia Group is truly Empowering Plans; providing industry leading consultation, plan drafting, subrogation and other cost containment solutions.

TriZetto, a Cognizant company, is a business unit within Cognizantâ&#x20AC;&#x2122;s healthcare practice. Our comprehensive healthcare solution portfolio of consulting experience, industry-leading technologies and IT and business process services helps healthcare organizations run better by realizing new levels of performance and efficiency, and run different by harnessing the power of new digital business capabilities.

www.sipconline.net

Vee Technologies Sue Smith Vice President 90 Park Avenue, Suite 1700 New York, NY 10016 - United States PHONE (646) 837-0837 EMAIL sue.smith@veeusa.com WEB www.veetechnologies.com

Ventanex Mike Fagan Executive Vice President Sales 5830 Crescent Drive, Suite 100 The Colony, TX 75056 - United States PHONE (888) 321-3249 EMAIL mfagan@ventanex.com WEB www.ventanex.com

Ventanex is a business process outsourcing provider focusing on document and payment processing. Our proprietary platform enables users to access all documents related to a claim in realtime. The company is VISA Certified and is registered with the US Treasury as a non-depository financial institution.

TECHNOLOGY VENDORS

Vee Technologies provides claims administration and management solutions, along with Analytics services to leading payers, payer groups, and TPAâ&#x20AC;&#x2122;s. An Inc. 500, IAOP Global Services 100, HIPAA compliant, ISO-certified, and SOC-2 Type-II audited company, Vee Technologies, supported by its own Sona University, commits to deliver excellent solutions and extraordinary outcomes.

VPay, Inc.

Jarvis Shockey Director of Sales 111 W Spring Valley Road Richardson, TX 75081 - United States PHONE (972) 934-1751 EMAIL jshockey@vpayusa.com WEB www.vpayusa.com

VPay is a complete turnkey claims payment solution that streamlines the payment process, replaces checks and significantly reduces costs. VPayâ&#x20AC;&#x2122;s patented platform allows Health Insurance Payers to outsource all payments -- checks, ACH, plastic and virtual -- while reducing manual processes; automating payment reconciliation; and mitigating fraud loss.

Young Consulting, Inc. David Young President 1945 The Exchange, Suite 100 Atlanta, GA 30339 - United States PHONE (770) 321-9818 EMAIL dyoung@youngconsulting.com WEB www.youngconsulting.com

Young Consulting is the leading provider of software solutions to the employer stop loss marketplace. We develop integrated software solutions to assist in the marketing, underwriting, and administration of medical stop-loss insurance for both carriers and third party administrators. With our ESLOffice solution, carriers effectively manage underwriting, policy administration, premium accounting, claims adjudication, reinsurance and block reporting. Third party administrators can manage the marketing and solicitation of stop loss quotes, client services, funding, claim recovery and reporting, benefit plan schedules and client implementation with our tpaAdvantage solution.

Zelis Healthcare Bryan Russo Senior Vice President, Director of Sales 2 Crossroads Drive Bedminster, NJ 07921 - United States PHONE (908) 367-3112 EMAIL bryan.russo@zelis.com WEB www.zelis.com

[57]

S E CT I O N

BROKER/CONSULTANTS

AmWINS Group Benefits Lisa Kuszmar Vice President of Marketing 50 Whitecap Drive North Kingstown, RI 02852 - United States PHONE (704) 749-2780 EMAIL lisa.kuszmar@amwins.com WEB www.amwins.com

Benefit Dynamics Company Allison R. Johnson President 618 North Tejon Street Colorado Springs, CO 80903 - United States PHONE (719) 575-0411 EMAIL ajohnson@benedyn.com WEB www.benedyn.com

Benefit Dynamics, Co specializes in collaborating with brokers/consultants to offer self-funded solutions for their clients. We provide back office support in stop loss, account management and unbundled self funded options.

Benefit Indemnity Corporation Rodger Bayne

The Client First Building, 303 Allegheny Avenue Towson, MD 21204 - United States PHONE (443) 275-7412 EMAIL rodger.bayne@benefitindemnity.co WEB www.benefitindemnity.co Benefit Indemnity is broker focused company dedicated to lowering the hurdles for brokers and groups to enter the self-funded marketplace. We design, build and distribute health plans through professionalproducers nationwide through a single on line enrollment and risk analysis portal.

Canyon Re Michael Melnik Managing Director 1400 Buford Highway, Suite A-3 Buford, GA 30518 - United States PHONE (770) 614-1636 EMAIL mmelnik@canyonre.com

Canyon RE, LLC is a brokerage/consulting entity focusing on group medical excess-loss and special risks within partially self-funded group benefits arena.

[58]

www.sipconline.net

WE HAVE THE

EXPERTISE

AND A COLLABORATIVE CULTURE TO HELP YOU SUCCEED.

Just having group benefits expertise is not enough. At AmWINS, we have taken specialization one step further by creating a practice that enables our team of specialists to collaborate with one another quickly, helping you give the best options to your self-funded clients. Thatâ&#x20AC;&#x2122;s the competitive advantage you get with AmWINS Group Benefits.

SPECIALIZING IN GIVING YOU MORE.

Castelloe Partners, LLC

Jerry Castelloe Principal 6029 Sharon Road Charlotte, NC 28210 - United States PHONE (704) 572-0730 EMAIL jerry@castelloepartners.com WEB www.Castelloepartners.com

Castelloe Partners, LLC focuses on assisting employers and service providers with navigating the complexities within the self-funded healthcare marketplace, using the expertise, experience and relationships built during 35 years of industry involvement.

CGI Brian Cieply Vice President 16 Executive Court South Barrington, IL 60010 - United States PHONE (847) 713-4700 EMAIL bcieply@cgi-illinois.com WEB www.cgi-illinois.com

With over 100 years of combined industry experience, Commercial Group Intermediaries (CGI) has built a reputation for marketing stop loss coverage, employee benefits, and specialty risk products to the Brokerage, Consulting, and Third Party Administrator communities. CGI will help you find the best plans to meet the needs of employers with 50 or more covered employees. At CGI, our objective is to offer you the best marketing tools available in the market to help you ultimately produce sales for your organization.

Crystal Clear Rx Tim Thomas President 19753 East Pikes Peak Avenue #G103 Parker, CO 80138 - United States PHONE (720) 414-2749 EMAIL tim.thomas@crystalclearrx.com WEB www.crystalclearrx.com

Crystal Clear Rx is a PBM consulting company specializing in saving clients up to 20% on Rx benefit costs. We combine years of industry expertise with unique and proprietary software to help create a level playing field, and allowing payors to understand and regain control of their Rx costs.

D.W. Van Dyke & Co., Inc.

BROKER/CONSULTANTS

Walter B. Roland Executive Vice President 2 Corporate Drive, Suite 642 Shelton, CT 06484 - United States PHONE (203) 761-9300 EMAIL wroland@dwvd.com WEB www.dwvd.com

[60]

Life and A&H Intermediary providing access to carriers, reinsurance, distribution, TPA’s, MGU’s and others. Product expertise in Life, Accident, Workers Comp, Self-Funded Medical, Fully Insured Medical, Disability, Dental, Rx, Vision, Long Term Care, Medical Tourism, Travel Benefits, Catastrophe, Provider and HMO Excess, Reserve Transfers and others.

Guy Carpenter & Company, LLC David Rains Healthcare & Life Specialty Practice Co-Leader - Managing Director Three Logan Square Philadelphia, PA 19103 - United States PHONE (215) 864-3600 EMAIL david.a.rains@guycarp.com WEB www.guycarp.com

Guy Carpenter, a leading integrated solutions provider to the (re)insurance industry, has approximately a 90-year history of helping clients optimize the use of their capital and achieve profitable growth. Guy Carpenter’s Healthcare & Life Specialty is focused on this evolving market and is committed to offering clients seamless, innovative coverage solutions to meet their specialized needs.

www.sipconline.net

Hi-Tech Health, Inc. Michael Carrara President 1500 Route 517 Hackettstown, NJ 07840 - United States PHONE (908) 813-3440 EMAIL mcarrara@hi-techhealth.com WEB www.hi-techhealth.com

J. Arthur Dail Inc. Mitchell Bearden Executive Vice President 6000 Fairview Road Charlotte, NC 28210 - United States PHONE (704) 541-4711 EMAIL mrbearden@jadail.com WEB www.jadail.com

BROKER/CONSULTANTS

From the beginning J. Arthur Dail, Inc. has focused solely on employee benefit products and services. We believe that every client is unique and, as such, has unique employee benefit challenges and opportunities. That’s why we have dedicated ourselves to finding creative solutions for each client. Our company was established over 30 years ago to be one of character, which we define as “The belief in a system of absolute right and wrong, combined with the will to do what is right no matter what the cost.” We feel confident that you will find this to be true of us today and together with knowledge, proven experience, teamwork and dedicated determination, we will help you make the decisions that will produce your desired results. We specialize in a claims analytic approach to benefit recommendations for clients with 100 to 30,000 plus benefit eligible employees.

Kinder & Associates, Inc. James A. Kinder Chairman/Chief Executive Officer 418 Terry Road Fountain Inn, SC 29644 - United States PHONE (864) 409-8347 EMAIL jkinder120@aol.com

Kinder & Associates, Inc. offers consulting services to the self-insurance/alternative risk transfer community including government relations/ lobbying service. Jim Kinder, principal of K&A, is also available to serve as an independent director to companies within the insurance/selfinsurance/alternative risk transfer community. Mr. Kinder assisted in the formation of SIIA and served as CEO of the organization from its inception until his retirement in 2006.

Knight International Director of Taft Hartley Ruth S. Gillan 30 Braintree Hill Park Suite 203 Braintree, MA 02184 - United States PHONE (617) 960-7637 EMAIL rgillan@knightint.com WEB www.knightint.com

Knight International is a full service brokerage firm specializing in alternative funding products such as captives for both casualty and health benefits as well as medical stop loss insurance. Knight is endorsed by the National Alliance of Health Care Coalitions and services hundreds of clients nationwide.

Lawley Benefits Group Thomas J. Revelas Managing Partner 361 Delaware Avenue Buffalo, NY 14202 - United States PHONE (716) 849-8252 EMAIL bwhite@lawleyinsurance.com WEB www.lawleyinsurance.com

Lawley Benefits Group is a large, privately-held firm, providing employee benefits brokerage and consulting services to employers. The firm provides clients an entire team of specialists within one organization. As a division of Lawley Insurance, the firm has been recognized as one of the top 100 brokers in the U.S.

[61]

Med-Pay, Inc.

Gordon Kinne President 1650 East Battlefield Rd Springfield, MO 65804 - United States PHONE (417) 886-6886 EMAIL gkinne@med-pay.com WEB www.med-pay.com

Full service TPA, UR and Case Management, Full Service Benefit Brokerage Agency, Online Enrollment and Billing Services.

New Horizon Insurance Solutions Nigel Wallbank President 2601 Sheltingham Drive Wellington, FL 33414 - United States PHONE (305) 632-3334 EMAIL nigelwallbank@msn.com WEB www.NewHorizonInsuranceSolutions.com

New Horizon Insurance Solutions (NHIS) offers risk management, value-added health care insurance products and solutions to the individual and Association markets. NHIS strives to advise and guide clients to the best, most proven companies and individuals that can assist the reach their desired goals.

Northrim Benefits Group Albert Fogle Employee Benefits Consultant 3111 C Street, Suite 500 Anchorage, AK 99503 - United States PHONE (907) 263-1401 EMAIL afogle@northrimbenefits.com WEB www.northrimbenefits.com

NBG is a full-service employee benefits agency that specializes in developing customized benefits solutions. NBG has represented the interests of our clients, Alaskan-based businesses and organizations with 2 to 1000 employees for over four decades. As your benefits consultants, we act on your behalf when dealing with insurance carriers and plan administrators, while making recommendations based on your business’ best interest.

Northshore International Insurance Services

BROKER/CONSULTANTS

Victoria Stevens Executive Assistant 199 Rosewood Drive, Suite 310 Danvers, MA 01923 - United States PHONE (978) 745-6655 EMAIL tstevens@niis.com WEB www.niis.com

[62]

Consulting, due diligence and audit verifications on behalf of self-insureds, excess insurers, MGUs, reinsurers, captives and governmental entities. Claims management, litigation support, managed care, excess claims run-off services provided by US and Canadian-based professional staff experienced in all lines of Medical, Life, Workers’ Compensation and all Property Casualty coverages.

Oxford Insurance Brokers Ltd Dominic Hagger Divisional Director 6 Bevis Marks London, England, - United Kingdom PHONE 44 (0) 20 7220 4196 EMAIL Dominic.Hagger@OxfordInsuranceBrokers.com WEB www.oxfordinsurancebrokers.co.uk

Oxford is a Lloyd’s Broker, part of US Risk Insurance Group. The A&H / Casualty team has extensive experience in healthcare, including Stop Loss, Personal Accident, AD&D, Student Medical, STM, Travel and Government Programs - Medicaid, Medicare and Healthy Kids. Casualty includes Workers’ Compensation, Occupational Accident, Contingent Liability and Texas Non-Subscription.

www.sipconline.net

Pancoast Benefits Inc. Pat Lund Vice President Group Benefits 4250 Hillsboro Road Nashville, TN 37215 - United States PHONE (615) 292-3400 EMAIL patl@pancoastbenefits.com WEB www.pancoastbenefits.com

Renalogic Shelley Grace Executive Vice President of Sales and Market Development 22601 North 19th Avenue, Suite 230 Phoenix, AZ 85027 - United States PHONE (866) 265-1719 EMAIL info@renalogic.com WEB www.renalogic.com

Renalogic is a premier renal disease consulting firm, servicing the self-funded industry for over 14 years. In addition to proven cost containment services, Renalogic is a comprehensive provider of data-driven chronic kidney disease (CKD) care and cost management programs. These targeted programs consistently result in improved patient outcomes and deliver maximum savings to plans.

BROKER/CONSULTANTS

Pancoast Benefits is a leading provider of benefits consulting. Our goal is to provide our clients with proven expertise in consulting with a strong commitment to administrative services and technology. You will find us committed to exceptional service with a focus on detail.

Don’t let risk take your Health Plan out. Find out how Renalogic’s CKD Management program can significantly reduce medical spend and halt members’ progression to dialysis. For those members in dialysis, Renalogic can save up to 78% off of full-billed dialysis charges, inclusive of fees.

One-Time & Monthly Data Analysis

Chronic Kidney Disease Management & Education

Dialysis Cost Containment

For a FREE Health Plan risk assessment, e-mail solutions@renalogic.com or call (866) 265-1719.

888.394.5688

[63]

Resolution Reinsurance Intermediaries, LLC

Jeffrey Parrish President 4408 Forest Drive, Suite 202 Columbia, SC 29206 - United States PHONE (803) 738-9088 EMAIL jparrish@resolutionre.com WEB www.resolutionre.com

ResRe specializes in traditional A&H and property reinsurance placements. We are also a leading producer and program manager for supplemental medical plans in the United States.

Re-Solutions, a Risk Strategies Company Liz Mariner Senior Vice President 10 South 5th Street, Suite 1108 Minneapolis, MN 55402 - United States PHONE (612) 766-9782 EMAIL lmariner@re-solutions.net WEB www.re-solutions.net

As the Reinsurance Division of Risk Strategiesâ&#x20AC;&#x2122; Health Care Practice, we are reinsurance intermediaries/consultants with seasoned expertise in the life, accident, health and special risk markets. Our experience makes us knowledgeable and connected. Our size makes us nimble and responsive. We combine a deep understanding of the global reinsurance industry with an in-depth knowledge of your business to help you solve your challenges and create opportunity. Our knowledge and connections bring you the right risk partner and solutions.

Risk & Insurance Consulting Services Jamie Brown Vice President 5500 Lilburn Stone Mountain Rd, Suite B Stone Mountain, GA 30087 - United States PHONE (770) 923-3133 EMAIL jamie.brown@rics-reinsurance.com WEB www.rics-reinsurance.com

Stewart Lynn & Associates, Inc.

BROKER/CONSULTANTS

David Skarin Chief Executive Officer 4136 East Glenrosa Avenue Phoenix, AZ 85018 - United States PHONE (602) 954-4051 EMAIL dskarin@stewartlynn.com WEB www.stewartlynn.com

[64]

Stewart Lynn is a PBM consulting firm that specializes in helping self-funded TPAs, employers, and brokers/consultants reduce their pharmaceutical spend by as much as 20%. Our CEO previously managed the CVS Caremark TPA book of business, enabling Stewart Lynn to provide unique insights into cost saving and customer service strategies.

Stop Loss Insurance Brokers, Inc. Denise Doyle President 20 Park Plaza, Suite 628 Boston, MA 02116 - United States PHONE (617) 542-1600 EMAIL ddoyle@stoplossins.com WEB www.stoplossins.com

Insurance Brokers specializing in the placement of Stop Loss Insurance for Self-Funded employers. Full services include tracking, reporting and filing of all stop loss claims.

www.sipconline.net

Stop Loss Insurance Services Gerry Gates President 100 Front Street, Suite 600 Worcester, MA 01608 - United States PHONE (800) 944-7659 ext. 3073 EMAIL gerald.gates@amwins.com WEB www.stoploss.amwins.com

Strategic Underwriting Solutions LLC Thomas Frank National Director of Sales & Marketing 2593 Development Drive, Suite 200 Green Bay, WI 54311 - United States PHONE (630) 696-1875 EMAIL tfrank@stratuw.com WEB www.stratuw.com

BROKER/CONSULTANTS

Stop Loss Insurance Services leverages more than 30 years of stop-loss experience to deliver a competitive edge to our broker, consultant and TPA clients. Our value-added services deliver peace-of-mind and frees you to focus on what really matters – satisfying clients’ needs. Your time matters. Leave the Stop Loss to SLIS.

The Ashley Group Tim Paradiso President 165 Jackson Street Sandusky, OH 44870 - United States PHONE (419) 624-9810 EMAIL tim@theashleygroup.com WEB www.theashleygroup.com

The Ashley Group is a brokerage/consulting agency serving self-funded employer organizations. We have a high level of experience and understanding of the health care and insurance industries that allows us to provide our partners with top-rated service and proactive, long-term strategy for health plan management.

The Benecon Group Matthew Kirk President 147 West Airport Road Lititz, PA 17543 - United States PHONE (717) 723-4600 EMAIL mkirk@benecon.com WEB www.benecon.com

The Phia Group, LLC Adam Russo, Esq. Chief Executive Officer 163 Bay State Drive Braintree, MA 02184 - United States PHONE (781) 535-5622 EMAIL arusso@phiagroup.com WEB www.phiagroup.com

888.394.5688

[65]

Thomas McGee, L.C. Sharon Earlenbaugh

Director of Group Business Development 920 Main Street Kansas City, MO 64105 - United States PHONE (816) 843-4453 EMAIL searlenbaugh@thomasmcgee.com WEB www.thomasmcgee.com We offer a consultative, organized approach to packaging benefits that is proactive, cost effective, and easy to understand. We work with you to complete a total assessment, then design, implement, manage and measure a long-term strategic plan with proven results. How does that compare to what you are doing?

Trean Reinsurance Services, LLC Kyle Plath 100 Lake Street West Wayzata, MN 55391 - United States PHONE (952) 974-2221 EMAIL kplath@treancorp.com WEB www.treanre.com

BROKER/CONSULTANTS

[66]

www.sipconline.net

S E CT I O N

UTILIZATION REVIEW/ CASE MANAGEMENT

Advance Medical Richard Keane Executive Vice President 100 Lowder Brook Drive Westwood, MA 02090 - United States PHONE (617) 393-5690 EMAIL rkeane@advance-medical.net WEB www.advance-medical.com

We provide Expert Medical Opinion, a physician delivered high-touch advocacy, navigation and second opinion service. Members work directly with actively practicing, board certified and fellowship trained Physician Case Managers to find the best answers from the world’s leading medical experts. Relationship-based approach to medical advocacy improves medical and emotional outcomes.

AIMM Deborah Ault, RN President 8917 South Old State Road, PMB 177 Lewis Center, OH 43035 - United States PHONE (866) 845-8854 EMAIL dault@aim-m.com WEB www.aim-m.com

AIMM provides Independent Medical Management for self-funded Major Medical Health Plans. P3CM™, AIMM’s proprietary model, utilizes evidence-based, best-in-class, clinical criteria and standards to create wise consumers of health benefits within the plan to ensure patients get the right care, at the right time, at the right place, and for the right price.

Considine & Associates HealthClaim Solutions Jim Considine, MD MBA President and Chief Executive Officer 25401 Cabot Road, Suite 200 Laguna Hills, CA 92653 - United States PHONE (949) 470-1800 EMAIL jim.considine@healthclaimreview.com WEB www.healthclaim.net

HealthClaim Solutions® (Considine & Associates) is a URAC-accredited Independent Review Organization providing medical review services to all types of healthcare payers and administrators worldwide. Medical necessity, coding/claims review, dental, hospital bill audit/ repricing/DRG, and outpatient surgery center repricing are key product areas. Large domestic/international physician panel covers 125 medical specialties.

888.394.5688

[67]

Health Information Designs

Mike McGinnity Vice President, Sales 391 Industry Drive Auburn, AL 36832 - United States PHONE (866) 689-0898 EMAIL sales@HIDesigns.com WEB www.HIDesigns.com

Health Information Designs provides solutions for coverage determination, prior authorization, drug utilization review, and prescription monitoring programs. Today, we serve support the health of over 85 million Americans with efficient workflows, configurable processes, and high-touch customer service. Let HID help you stay in control of your drug spend without risking the health of your members.

Hines & Associates, Inc. Judy Hines President 115 East Highland Avenue Elgin, IL 60120 - United States PHONE (800) 735-1200 EMAIL mhallock@hinesassoc.com WEB www.hinesassoc.com

Hines & Associates, Inc., established in 1987, leader in Medical Management. Consumer focused, result driven. From Excellence in Precertification and Specialty Case Management Programs (oncology, dialysis, transplant, behavioral, neonatal) through Healthy Tomorrows Wellness and Disease Management Programs, Hines promotes health for all members, reducing current and future costs. URAC accredited.

Hi-Tech Health, Inc.

UTILIZATION REVIEW/CASE MANAGEMENT

Michael Carrara President 1500 Route 517 Hackettstown, NJ 07840 - United States PHONE (908) 813-3440 EMAIL mcarrara@hi-techhealth.com WEB www.hi-techhealth.com

[68]

INETICO, Inc. 400 North Ashley Drive, Suite 1550 Tampa, FL 33602 - United States PHONE (813) 258-2200 EMAIL Sales@Inetico.com WEB www.inetico.com

INETICO provides healthcare cost containment services to self-funded, fully insured and travel plan members across all of the United States and Puerto Rico. Through the combined strength of innovative staff members and superior electronic capabilities, INETICO offers broad provider networks, a variety of cost containment and related services to meet employer and employee needs. Additionally, INETICO’s market representatives understand community dynamics and their customers’ health plans, which translates to responsive, specialized services. The INETICO Value: • Innovative & Integrated Solutions • Complete Care & Claims Resources • Collaborative Clinical & Data Optimization • Accountable, Quantifiable Outcomes.

MedWatch, LLC Sally Ann Polson President 120 International Parkway, Suite 220 Lake Mary, FL 32746 - United States PHONE (800) 432-8421 EMAIL sally-ann.polson@urmedwatch.com WEB www.urmedwatch.com

MedWatch provides comprehensive Population Health Management Solutions, supported by our proprietary clinical/analytics software, designed to identify the at risk population, providing support, mitigating hospitalizations, ER-visits and other costly care. From IP/OP Care Management to Diabetic Monitoring, Telemedicine and Reference Base Pricing, MedWatch manages the care, assuring less costly, high quality outcomes.

Who guards your hen house? Drug pricing. Criteria development. Coverage determination. Dispensing. Many PBMs control all of the functions of the prescription drug process and often profit from drugs that are approved. This creates great opportunity for an imbalance in goal alignment between PBMs and the plans they serve. The impact of this misalignment on your plan is limited PA criteria, high approval rates, and higher ingredient costs.

Itâ&#x20AC;&#x2122;s time to get the fox out of your hen house. sales@HIDesigns.com

866.689.0898

HIDesigns.com

@thePAexperts

MINES and Associates

UTILIZATION REVIEW/CASE MANAGEMENT

Daniél C. Kimlinger Chief Executive Officer 10367 West Centennial Road Littleton, CO 80127 - United States PHONE (800) 873-7138 EMAIL info@minesandassociates.com WEB www.minesandassociates.com

MINES & Associates is a national behavioral healthcare firm with over 30 years experience providing cost-saving managed care and risk management strategies. Our Specialty Network of Behavioral Health providers reduces healthcare costs for organizations of any size or industry.

Nova Healthcare Administrators Sara Fluskey 6400 Main Street, Suite 210 Buffalo, NY 14051 - United States PHONE (716) 932-5052 EMAIL sfluskey@novahealthcare.com WEB www.novahealthcare.com

Simplifying Healthcares’ Complexities: Case Management • Utilization Review • Healthy Tomorrows Disease Management & Wellness TM

Your concerns are our specialty. Hines & Associates, Inc., a leader in personalized managed care for the past 30 years. The superior skills of our specialty nurses result in Hines’ high rate of success and savings making us a preferred vendor.

800.735.1200 HinesAssoc.com Personalized Managed Healthcare

URAC Accredited

[70]

•

www.sipconline.net

National

•

Independent

•

Consumer Focused

•

Result Driven

•

Since 1987

Telligen Troy Cook Vice President 1776 West Lakes Parkway West Des Moines, IA 50266 - United States PHONE (515) 222-2402 EMAIL tcook@telligen.com WEB www.telligen.com

Telligen solutions have improved the quality and cost-effectiveness of healthcare for over 40 years. Through advanced health data analytics and innovative population health management and cost containment strategies, Telligen helps achieve measurable results: lower health risks, improved member health and productivity, and lower overall costs.

United Claim Solutions Amanda Hertig Marketing Specialist 23048 North 15th Avenue Phoenix, AZ 85027 - United States PHONE (866) 762-4455 EMAIL ahertig@unitedclaim.com WEB www.unitedclaimsolutions.com

8 UTILIZATION REVIEW/CASE MANAGEMENT

United Claim Solutions is an innovative Medical Cost Reduction and Claims Flow Management company providing customizable programs for payers, employers, unions, reinsurers and health plans. UCS offers end to end services including Bill Audits, Out-of-Network Bill Repricing, Primary PPO Administration, Medical Management, Clearinghouse Services, Data Warehousing, OCR/Scanning, and Predictive Modeling.

WellRithms Shona Glasgow Director, Business Development 8909 SW Barbur Boulevard, Suite 230 Portland, OR 97202 - United States PHONE (877) 886-3268 EMAIL sglasgow@wellrithms.com WEB www.wellrithms.com

WellRithms creates transparency in the healthcare industry by educating and empowering payers, patients, and providers about proper medical billing through data, legal, and medical expertise. WellRithms identifies and corrects fraud and abuse in medical billing to achieve savings for plan sponsors and their members.

WINFertility Bernie Dal Cortivo Senior Vice President Sales & Marketing 1311 Mamaroneck Avenue, Suite 140 White Plains, NY 10605 - United States PHONE (914) 381-0300 EMAIL bdalcortivo@winfertility.com WEB www.winfertility.com

WINFertility is the nationâ&#x20AC;&#x2122;s leading fertility solutions company, providing a comprehensive, end-to-end solution for consumers, employers, and health plans. With nearly two decades of experience and proven results in managing thousands of treatment cycles annually, WINFertility improves access, outcomes, and affordability while significantly multiple birth rates and associated neonatal costs.

888.394.5688

[71]

S E CT I O N

ATTORNEYS

Aronberg Goldgehn Mitchell Melamed Partner 330 North Wabash, Suite 1700 Chicago, IL 60611 - United States PHONE (312) 755-3162 EMAIL mmelamed@agdglaw.com WEB www.agdglaw.com

Attorneys speicalizing in representation of TPAs, Stop Loss Carriers and health plans.

CROFT LAW LLC Thomas A. Croft Owner 823 Barrington Oaks Ridge Roswell, GA 30075 - United States PHONE (770) 674-4292 EMAIL tac@xsloss.com WEB www.stoplosslaw.com

Provide consulting and legal representation relating to stop loss and reinsurance issues for carriers, MGUs, TPAs, Brokers, and Employer Groups.

Greenberg Traurig P.A. Fred Karlinsky Shareholder 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 is an international, multi-practice law firm with approximately 1,900 attorneys serving clients from 38 offices in the United States, Latin America, Europe, Asia, and the Middle East. The firm is No. 1 on the 2015 Law360 Most Charitable Firms list, third largest in the U.S. on the 2015 Law360 400, on the 2015 Am Law Global 100, and among the 2015 BTI Brand Elite. More information at: www.gtlaw.com.

The Phia Group, LLC Adam Russo, Esq. Chief Executive Officer 163 Bay State Drive Braintree, MA 02184 - United States PHONE (781) 535-5622 EMAIL arusso@phiagroup.com WEB www.phiagroup.com

Webb & Coyle, PLLC W Y Alex Webb Managing Partner 910 North Sandhills Boulevard Aberdeen, NC 28315 - United States PHONE (910) 944-9555 EMAIL alex@webbcoyle.com WEB www.webbcoyle.com

[72]

Conveniently located in NC, one of the fasted growing domiciles in the world, Webb & Coyle, PLLC, headed by the prior chairman of the NCCIA (Alex Webb) and the current chairman (Jesse Coyle), is a boutique law firm focused on captive insurance advisement, formation, and litigation.

S E CT I O N

FINANCIAL SERVICES

Aegis Cost Containment Services Inc. Sam Cozzo Chief Executive Officer 1107 South Mannheim Road Westchester, IL 60154 - United States PHONE (888) 437-3131 EMAIL sc@a3-cc.com WEB www.a3-cc.com

Benefit Indemnity is broker focused company dedicated to lowering the hurdles for brokers and groupsto enter the self-funded marketplace. We design, build and distribute health plans through professionalproducers nationwide through a single on line enrollment and risk analysis portal.

Dana Investment Advisors Dave Mazza Director of Fixed Income Sales and Marketing 15800 West Bluemound Road, Suite 250 Brookfield, WI 53005 - United States PHONE (262) 780-6086 EMAIL davem@danainvestment.com WEB www.danainvestment.com

Dana Investment Advisors is an Asset Management firm that manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.

Deluxe Corporation Todd Tracey Executive Director eCheck Solutions 622 East Savidge Street Spring Lake, MI 49456 - United States PHONE (616) 204-5363 EMAIL todd.tracey@deluxe.com

888.394.5688

[73]

Your source for

Small Group Self-Funded Solutions With over 25 years of experience in small group self-funded benefit design, we at Benefit Indemnity know how to design, build, enroll, underwrite and install small group self-funded benefits. We’re not a TPA, we’re not an MGU, we’re not a stop-loss carrier – and we don’t compete with Producers! We are self-funded specialists in sales, marketing and distribution – providing the tools and expertise you need to get small groups on the books!

If you want to expand your self-funded markets below 100, 50, 25, or even down to 10 enrolled, BIC provides the resources and expertise to get you there: • Lowering the hurdles for small group entry to self-funded benefits • Technology, analysis, design and build • Innovative Plan Designs and private labeling • MEC with Integrity – no negative enrollment, no 100% participation requirements

The Revolution Series Health Plans Benefit Indemnity Corporation offers a wide range of innovative health benefit plans that can meet the needs of almost any size group. From small group, packaged, self-funded plans, to large group, fully customized designs, BIC can support broker and employer needs for innovative benefits and state of the art risk management.

learn more at www.benefitindemnitY.co

B E N E F I T INDEMNITY CORPORATION

303 West Allegheny Avenue • Towson, MD 21204 Phone: 443-275-7400 • Fax: 443-378-8567 info@benefitindemnity.co • www.benefitindemnity.co

ECHO Health, Inc. Tom Davis Executive Vice President Strategy & Business Development 868 Corporate Way Westlake, OH 44145 - United States PHONE (440) 835-3511 EMAIL info@EchoHealthinc.com WEB www.EchoHealthinc.com

10 FINANCIAL SERVICES

Northshore International Insurance Services Victoria Stevens Executive Assistant 199 Rosewood Drive, Suite 310 Danvers, MA 01923 - United States PHONE (978) 745-6655 EMAIL tstevens@niis.com WEB www.niis.com

Opus Investment Management, Inc. Don Wayman Vice President 440 Lincoln Street Worcester, MA 01653 - United States PHONE (508) 855-3008 EMAIL dwayman@opusinvestment.com WEB www.opusinvestment.com

Opus Investment Management’s culture, history and infrastructure are built on many years of experience managing insurance assets. We live in our clients’ world of complex regulatory issues, rating agency concerns and investment guidelines defined by statutory and operating constraints. Our mission, total performance, combines competitive investment results with exceptional service.

Zelis Healthcare Bryan Russo Senior Vice President, Director of Sales 2 Crossroads Drive Bedminster, NJ 07921 - United States PHONE (908) 367-3112 EMAIL bryan.russo@zelis.com WEB www.zelis.com

888.394.5688

[75]

S E CT I O N

ACTUARIES/ACCOUNTANTS/ AUDITORS

Aegis Cost Containment Services Inc. Sam Cozzo Chief Executive Officer 1107 South Mannheim Road Westchester, IL 60154 - United States PHONE (888) 437-3131 EMAIL sc@a3-cc.com WEB www.a3-cc.com

AmeRisk Consulting Gordon Thompson Actuary 9401 Candle Lane NE Albuquerque, NM 87111 - United States PHONE (505) 681-3119 EMAIL gthompson@ameriskconsulting.com WEB www.ameriskconsulting.com

We are consulting actuaries specializing in captives, self-insureds, RRGs, and other alternative risk-transfer solutions. We support P&C and Health endeavors.

BDO USA, LLP Josh Ayers Senior Director, Assurance 101 South Hanley Road, Suite 800 St. Louis, MO 63105 - United States PHONE (314) 889-1100 EMAIL jayers@bdo.com WEB www.bdo.com

BDO USA, LLP is one of the nationâ&#x20AC;&#x2122;s leading accounting, tax and consulting firms. BDO serves as a leading Service Organization Control (SOC), HIPAA, and cyber security provider to TPAs across the country. BDO has national and international resources to help TPAs increase credibility and gain a competitive advantage.

Casualty Actuarial Consultants, Inc.

Ed Costner President 7000 Executive Center Drive, Suite 312 Brentwood, TN 37027 - United States PHONE (615) 371-5339 ext. 3100 EMAIL ecostner@caci1.com WEB www.caci1.com

CACI is a full-service actuarial consulting firm which specializes in working with group and individual self-insureds. Clients include self-insured groups, corporations, governmental entities, captive insurance companies, risk retention groups, and insurance companies. Services include reserving, rate making, and general consulting.

888.394.5688

[77]

Conner Ash P.C.

Alicia Brockland President 12101 Woodcrest Executive Drive, Suite 300 Saint Louis, MO 63141 - United States PHONE (314) 205-2510 EMAIL abrock@connerash.com WEB www.connerash.com

We are a CPA firm with more than 25 years experience in auditing, tax planning and compliance, financial reporting, and consulting for self-insured groups, risk retention groups, captives, and public entity risk pools. These groups provide health, workers’ compensation, medical malpractice, as well as property and casualty coverage.

GPW Lawrence Prudhomme Vice President 2700 North Third Street, Suite 3050 Phoenix, AZ 85004 - United States PHONE (602) 200-6900 EMAIL lprudhomme@gpwa.com WEB www.gpwa.com

GPW is a management and actuarial consulting firm providing professional services to insurance companies, captives and self-insurers. GPW provides financial, actuarial, tax and regulatory compliance services to assist clients in the efficient and cost effective management of their risk and insurance issues.

Milliman, Inc. Steve DiCenso Consulting Actuary 80 Lamberton Road Hartford, CT 06095 - United States PHONE (860) 687-0160 EMAIL stephen.dicenso@milliman.com WEB www.milliman.com

ACTUARIES/ACCOUNTANTS/AUDITORS

Milliman is among the world’s largest independent actuarial and consulting firms. The firm employs over 3,000 people, including a professional staff of over 1,400 qualified actuaries and consultants in 58 offices around the world. Milliman serves the full spectrum of business, financial, government, union, education and nonprofit organizations.

[78]

Oliver Wyman Actuarial Consulting Chad C. Wischmeyer, FCAS, MAAA, CFA Partner and Property & Casualty Self-Insurance Actuarial Practice Leader 3560 Lenox Road, Suite 2400 Atlanta, GA 30326 - United States PHONE (404) 239-6411 EMAIL chad.wischmeyer@oliverwyman.com WEB www.oliverwyman.com/actuaries

Since 1986, the actuarial practice of Oliver Wyman has assisted clients with all aspects of managing P&C, Health, and Life risks. We maintain 16 actuarial offices and employ over 100 actuaries with credentials from the CAS, the SOA or the CIA. Oliver Wyman Group employs more than 4,000 employees worldwide.

www.sipconline.net

Pinnacle Actuarial Resources, Inc. Robert J. Walling III Principal and Consulting Actuary 3109 Cornelius Drive Bloomington, IL 61704 - United States PHONE (309) 807-2300 EMAIL rwalling@pinnacleactuaries.com WEB www.pinnacleactuaries.com

Shores, Tagman, Butler & Company, P.A. William Shores President 17 South Magnolia Avenue Orlando, FL 32801 - United States PHONE (407) 872-0744 EMAIL lshores@shorescpa.com WEB www.shorescpa.com

Providing Service to the Self-Insurance Industry for over 38 years in over 30 states: Audits, Tax Preparation, Compliance and Minimization, NAIC Annual Statements, assistance and preparation, Management Consultation, Expert Witness, Regulatory Matters.

TaylorChandler, LLC Norman Chandler Partner 5151 Hampstead High Street, Suite 200 Montgomery, AL 36116 - United States PHONE (334) 260-7774 EMAIL nchandler@taylorchandler.com WEB www.taylorchandler.com

ACTUARIES/ACCOUNTANTS/AUDITORS

Pinnacle is an independent property/casualty actuarial firm that ranks among the largest in the US. Pinnacle serves hundreds of captives and self-insurance programs with thousands of members. Our superior communication, expertise and extraordinary customer service help you drive better business decisions. Discover our Commitment Beyond Numbers philosophy at www.pinnacleactuaries.com.

TaylorChandler (TC) is an accounting firm with a specialty in insurance and risk management with offices in Alabama, Florida, Georgia and Tennessee. TC currently provides accounting, auditing, regulatory, tax, compliance, advisory and management services to a number of insurance organizations and their related subsidiaries and our professionals have achieved many insurance industry related designations, such as CPCU, CFE, CSFS and ARe.

The Benecon Group Matthew Kirk President 147 West Airport Road Lititz, PA 17543 - United States PHONE (717) 723-4600 EMAIL mkirk@benecon.com WEB www.benecon.com

Total Claims Management, LLC Randy Scott President 55 Monument Circle, Suite 1122 Indianapolis, IN 46204 - United States PHONE (317) 423-2334 EMAIL rscott@tcm4u.com

TCM specializes in audit, claim review and consulting services for the self-insurance industry. Our clients are Brokers, Carriers, Consultants, MGUs, Reinsurers and Self-funded employers We offer our Specific claim review services on a temporary or permanent basis. Our staff â&#x20AC;&#x2122;s experience allows us to provide the highest quality of expertise.

888.394.5688

[79]

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 kathymartinsmith@msn.com WEB www.trilogy-consulting.com

Trilogy is a focused consulting practice specializing in the performance of claim administration audits and operational reviews for self-funded employers, Taft-Hartley Funds, TPAs, MGUs, HMOs, Excess Loss Carriers, and Reinsurers. Trilogy also publishes The Trilogy Claims Administrative Handbook - the most comprehensive and up to date claims administration manual in the industry today!

Willis Towers Watson Jeremy Benson Senior Consultant 101 South Hanley Road, Suite 900 St. Louis, MO 63105 - United States PHONE (314) 714-0632 EMAIL jeremy.benson@willistowerswatson.com WEB www.willistowerswatson.com

Willis Towers Watson is a leading global professional services company and has more than 25 yearsâ&#x20AC;&#x2122; experience providing actuarial consulting services and stop-loss manual/software tools (HealthMAPS) to stop-loss carriers, MGUs and reinsurers. Willis Towers Watson also provides health benefits consulting services and private exchange solutions to large employers.

Windsor Strategy Partners, Inc. David Wilson Managing Director 196 Princeton Hightstown Road, Building 2, Suite 16 Princeton Junction, NJ 08550 - United States PHONE (609) 275-6550 EMAIL dwilson@wspactuaries.com WEB www.wspactuaries.com

ACTUARIES/ACCOUNTANTS/AUDITORS

WSP provides actuarial, underwriting, and strategic planning services to a wide variety of clients who assume risk. We have expertise in all forms of healthcare, life, disability, and property and casualty coverage. We excel at developing software tools, building stochastic models and the analysis and interpretation of health care data.

[80]

www.sipconline.net

S E CT I O N

CONSUMER DRIVEN HEALTH CARE SERVICES

AccessOnTime Melven Nehleber President 3210 Lake Emma Road, Suite 3090 Lake Mary, FL 32746 - United States PHONE (888) 748-7575 EMAIL mnehleber@accessontime.com WEB www.accessontime.com

AccessOnTime provides language services including interpretation in-person/over-the-phone, recorded statements, document translation and transcription and non-emergency medical logistics nationwide. Our core competency is in the workersâ&#x20AC;&#x2122; compensation arena, but we offer our language services across all business sectors. Our company prides itself on integrity, quality, passion and commitment to providing the best service we possibly can.

Advance Medical Richard Keane Executive Vice President 100 Lowder Brook Drive Westwood, MA 02090 - United States PHONE (617) 393-5690 EMAIL rkeane@advance-medical.net WEB www.advance-medical.com

We provide Expert Medical Opinion, a physician delivered high-touch advocacy, navigation and second opinion service. Members work directly with actively practicing, board certified and fellowship trained Physician Case Managers to find the best answers from the worldâ&#x20AC;&#x2122;s leading medical experts. Relationship-based approach to medical advocacy improves medical and emotional outcomes.

Advanced Risk Managers, LLC

CONSUMER DRIVEN HEALTH CARE SERVICES

Mimi Choi Founder and President 298 4th Avenue, #398 San Francisco, CA 94118 - United States PHONE (415) 854-0800 EMAIL mimichoi@advanrm.com WEB www.advanrm.com

ARM is the industryâ&#x20AC;&#x2122;s leading catastrophic claims specialist company. Using a unique approach with propriety tools, ARMâ&#x20AC;&#x2122;s clinically trained analysts identify, project, and manage high cost claims. From medical underwriting risk assessment to transplant case management, ARM has long, proven track record in transforming the bottom lines of its clients.

Benefit Indemnity is broker focused company dedicated to lowering the hurdles for brokers and groupsto enter the self-funded marketplace. We design, build and distribute health plans through professionalproducers nationwide through a single on line enrollment and risk analysis portal.

Crum & Forster Lauren Woods Vice President of Marketing 5 Christopher Way Eatontown, NJ 07724 - United States PHONE (732) 676-9833 EMAIL lauren.woods@cfins.com WEB www.cfins.com

CVS Health Tom Rill Vice President, TPA Area Sales 2211 Sanders Road Northbrook, IL 60062-6150 - United States PHONE (847) 367-7671 EMAIL tom.rill@caremark.com WEB www.cvshealth.com

CVS Health is a pharmacy innovation company helping people on their path to better health. Through its 9,500+ retail pharmacies, 1,100+ walkin clinics, a leading pharmacy benefits manager with over 70 million members, and specialty pharmacy services, the Company enables people to manage health in more affordable, effective ways https://www.cvshealth.com.

gBehavior offers comprehensive wellness and safety engagement solutions that empower program participants to change behavior by rewarding them for achieving program goals. gBehavior handles all phases of implementation, engagement, rewards management, customer service and indepth reporting. gBehavior offers a unique value proposition - we get paid only on results.

[82]

www.sipconline.net

Health Advocate Jennifer Fox Assistant Vice President, Sales 1072 South Columbine Street Denver, CO 80209 - United States PHONE (303) 483-3304 EMAIL jfox@healthadvocate.com WEB www.healthadvocate.com

Health Advocate is the nationâ&#x20AC;&#x2122;s leading independent healthcare advocacy and benefits navigation company, offering clinical and administrative Advocacy, a member navigation platform, full service EAP + Work/Life, Pricing Transparency Tools, Wellness, Onsite Services, and more.

United Claim Solutions Amanda Hertig Marketing Specialist 23048 North 15th Avenue Phoenix, AZ 85027 - United States PHONE (866) 762-4455 EMAIL ahertig@unitedclaim.com WEB www.unitedclaimsolutions.com

888.394.5688

CONSUMER DRIVEN HEALTH CARE SERVICES

[83]

S E CT I O N

CAPTIVE MANAGEMENT SERVICES RISK RETENTION GROUPS (RRGS)

Active Captive Management

Michael McKahan 24422 Avenida de la Carlota, Suite 400 Laguna Hills, CA 92653 - United States PHONE (949) 727-0155 EMAIL mmckahan@activecaptive.com WEB www.activecaptive.com

Active Captive Management provides captive formation and management services to operating companies seeking alternative risk solutions.

As an independent captive manager, ACM values the strategic alliances with our client’s advisors and representatives. Combining over three decades of insurance experience, ACM prides itself on its ability to deliver risk transfer solutions in a myriad of industries through a compliance driven approach, where the focus is on the internal controls and governance.

Advantage Insurance Management Les Boughner Chairman 263 King Street, Suite C Charleston, IL 29401 - United States PHONE (312) 315-3166 EMAIL l.boughner@aihusa.com WEB www.aihusa.com

Advantage’s Business Insurance group specializes in the creation of customized risk finance, risk protection and risk transfer solutions for small and medium-sized businesses using captive insurers and other alternative risk transfer methods.

AIG Group Benefits Bill Edrington Vice President, Stop Loss and Voluntary Distribution 1200 Abernathy Road NE, Building 600, 5th FL Atlanta, GA 30328 - United States PHONE (770) 671-2106 EMAIL william.edrington@aig.com WEB www.aig.com

AMS Financial Group Derek Lloyd Director Sea Meadow House, P.O. Box 116, Road Town Tortola, VG 1110 - British Virgin Islands PHONE +1 284 494 4078 EMAIL derek.lloyd@amsfinancial.com WEB www.amsinsurancegroup.com

AMS is a leader in the creation and management of captive insurance structures. AMS provides an independant analysis specifically designed to suit your needs. AMS’s innovative solutions deliver the benefits of today’s environment, enabling your organization to maintain flexible and affordable insurance coverage, improve cash flow and control expenses.

[84]

www.sipconline.net

Arsenal Insurance Management LLC Norman Chandler President 5151 Hampstead High Street, Suite 200 Montgomery, AL 36116 - United States PHONE (334) 260-7774 EMAIL nchandler@captivesusa.com WEB www.captivesUSA.com

Arsenal helps your organization by developing a captive insurance company business plan, choosing a domicile, navigating you through the formation process, and managing your captive insurance company, RRG, or other Alternative Risk Transfer (ART) vehicle. Arsenal is nationally recognized as a leader in the captive industry, nominated in 2014 and 2015 for Independent Captive Manager of the Year.

Artex Risk Solutions, Inc. Christine Mikel Director, Marketing & Promotion 2 Pierce Place Itasca, IL 60143 - United States PHONE (630) 438-1560 EMAIL christine_mikel@artexrisk.com WEB www.artexrisk.com

Artex is a solutions company providing a full range of alternative risk management solutions created for our clientsâ&#x20AC;&#x2122; individual challenges. Artex operates in over 25 domiciles and has staff in 15 international offices. We have the proven capacity to continue to supply a needed alternative to the traditional insurance market.

Atlas Insurance Management LLC

Atlas Insurance Management is a leader in the formation and management of captive insurance companies for diverse clientele in major U.S. and offshore domiciles. Atlas creates custom captive insurance models for the efficient financing of risk and matches innovative techniques to the clientâ&#x20AC;&#x2122;s strategic business objectives and appetite for risk.

Berkley Accident and Health

RISK RETENTION GROUPS (RRGS)

Martin Eveleigh Chairman 7301 Carmel Executive Park, Suite 101 Charlotte, NC 28226 - United States PHONE (704) 945-6620 EMAIL meveleigh@atlascaptives.com WEB www.atlascaptives.com

CAPTIVE MANAGEMENT SERVICES

Jim Hoitt Vice President, Sales 2445 Kuser Road Hamilton Square, NJ 08690 - United States PHONE (508) 573-6090 EMAIL JHoitt@BerkleyAH.com WEB www.BerkleyAH.com

Blue Ridge Captive Solutions Aaron Wilkie President 121 West Main Street, Suite B Spartanburg, SC 29306 - United States PHONE (864) 542-1565 EMAIL awilkie@ecumgu.com WEB www.ecumgu.com

Blue Ridge Captive Solutions is a proprietary multi-celled captive program developed by ECU. Our Industry Best Practices profit sharing cell allows like-minded employers striving for health and well-being to pool their risk in a cost effective manner. Additional cells with various forms of risk sharing arrangements are available for lease.

888.394.5688

[85]

Capterra Risk Solutions, LLC

CAPTIVE MANAGEMENT SERVICES RISK RETENTION GROUPS (RRGS)

Sandra Fenters President 310-330 Grant Street, Suite 1320 Pittsburgh, PA 15219 - United States PHONE (412) 802-2600 EMAIL alyssa@capterrarisk.com WEB www.capterrarisk.com

Capterra Risk Solutions, LLC offers an unparalleled level of risk management and underwriting expertise to firms desiring to expand insurance coverage, control losses, harness profits, and preserve assets through captive insurance planning and other alternative risk solutions. We provide feasibility studies, business plan development, corporate governance, and underwriting services.

Captive Planning Associates, LLC. John R. Capasso President Five Greentree Centre, 525 Rt. 73 North, Suite 218 Marlton, NJ 08053 - United States PHONE (800) 305-8889 EMAIL jcapasso@captiveplanning.com WEB www.captiveplanning.com

Captive Planning Associates is a boutique captive management firm specializing in innovative alternative risk solutions to closely-held familyowned businesses and large corporations. The firm is known for its holistic approach to the design, formation and implementation of captive insurance companies. CPA manages a variety of captive structures in various industries.

Elevate Captives, LLC Jerry D. Messick Chief Executive Officer 1103 Sovereign Row, Suite D Oklahoma City, OK 73108 - United States PHONE (405) 796-8659 EMAIL jm@elevatecaptives.com WEB www.elevatecaptives.com

Elevate Captives specializes in assisting both clients and their advisors through the entire process of creating, managing and owning a captive insurance company.

Employee Benefit Management Services (EBMS) Kevin Larson President 2075 Overland Avenue Billings, MT 59102 - United States PHONE (800) 777-3575 EMAIL kjlarson@ebms.com WEB www.ebms.com

EBMS is a national leader in health risk management and third-party administration of self-funded health benefit plans. EBMSâ&#x20AC;&#x2122; clients maximize clinical and financial outcomes through custom benefit design; data analytics and reporting; onsite medical clinics; mail order and specialty pharmacy; captive/stop loss solutions; wellness and medical management; transparency tools; and, medical, dental, vision, COBRA/HIPAA administration.

Intuitive Captive Solutions LLC Rick Eldridge President 8400 East Prentice Avenue, Suite 645 Greenwood Village, CO 80111 - United States PHONE (720) 382-2100 EMAIL reldridge@intuitivecompanies.com WEB www.intuitivecaptivesolutions.com

ICS is a full-service outsource resource for your firm. From a thorough feasibility study to make sure your client is ready for a captive, to launching the captive and managing it long-term, we are there to support you and your clients.

[86]

www.sipconline.net

Iroquois Captive Services, LLC Andrew Rhea Managing Director 401 Commerce Street, Suite 740 Nashville, TN 37219 - United States PHONE (615) 467-7211 EMAIL arhea@iroquoiscs.com WEB www.iroquoiscaptiveservices.com

Iroquois Captive Services, LLC is a consultant and manager for captive insurance companies. Our team of professional advisors, with years of experience in the insurance, legal and accounting industries, builds customized programs which provide substantial risk management and financial benefits to our clients.

Kinder & Associates, Inc. James A. Kinder Chairman/Chief Executive Officer 418 Terry Road Fountain Inn, SC 29644 - United States PHONE (864) 409-8347 EMAIL jkinder120@aol.com

Northshore International Insurance Services

Consulting, due diligence and audit verifications on behalf of self-insureds, excess insurers, MGUs, reinsurers, captives and governmental entities. Claims management, litigation support, managed care, excess claims run-off services provided by US and Canadian-based professional staff experienced in all lines of Medical, Life, Workersâ&#x20AC;&#x2122; Compensation and all Property Casualty coverages.

Pro Group Captive Management Services, Inc. Robert Vogel President 575 South Saliman Road Carson City, NV 89701 - United States PHONE (775) 887-2480 EMAIL tanyaolson@pgmnv.com WEB www.pgmnv.com

RISK RETENTION GROUPS (RRGS)

Victoria Stevens Executive Assistant 199 Rosewood Drive, Suite 310 Danvers, MA 01923 - United States PHONE (978) 745-6655 EMAIL tstevens@niis.com WEB www.niis.com

CAPTIVE MANAGEMENT SERVICES

Pro Group offers a suite of award-winning services specializing in analysis, design, implementation and ongoing management of captive insurance companies. A diverse, extensive and experienced team for business owners who demand the best, we provide services to individual companies, employers, agencies, associations, and groups that require solutions for their insurance needs.

888.394.5688

[87]

The Taft Companies, LLC

CAPTIVE MANAGEMENT SERVICES

RISK RETENTION GROUPS (RRGS)

[88]

Matthew A. Holycross Director of Finance 1620 Providence Road Towson, MD 21286 - United States PHONE (877) 587-1763 EMAIL matt.holycross@taftcos.com WEB www.taftcos.com

Independent and creative, The Taft Companies are captive managers and an Alternative Risk Transfer (ART) consulting group, providing “ART” coverage design and funding feasibility studies, captive formation, management and reinsurance services; with offices in Maryland, Delaware, Tennessee, Montana, South Carolina and Washington, DC.

USA Risk Group Adam Forstot Vice President 3 Caledon Court, Suite A Greenville, SC 29615 - United States PHONE (802) 371-2258 EMAIL aforstot@usarisk.com WEB www.usarisk.com

Flexibility, innovation, independence and transparency, backed by a solid foundation of knowledge, experience, and industry leadership have made USA Risk Group the nation’s leading independent provider of alternative risk consulting and management services for more than 35 years.

www.sipconline.net

S E CT I O N

REINSURANCE

Aon Benfield Ellsworth P. Whiteman Executive Managing Director 199 Water Street, 7th Floor New York, NY 10038 - United States PHONE (212) 441-1526 EMAIL ellsworth.whiteman@aonbenfield.com WEB www.aonbenfield.com

Aon Benfield is the industryâ&#x20AC;&#x2122;s leading intermediary delivering innovative, integrated risk and capital solutions for (re)insurance carriers, MCOs, ACOs, captives, MGUs and other risk takers. As a trusted advisor, we utilize unmatched risk data, proprietary modeling tools and market insights to reduce clientsâ&#x20AC;&#x2122; exposures and provide optimal reinsurance structures.

AXIS Accident & Health Christopher DiSipio Chief Executive Officer & President 1 University Square Drive, Suite 200 Princeton, NJ 08540 - United States PHONE (609) 375-9191 EMAIL chris.disipio@axiscapital.com WEB www.axisaccidentthealth.com

AXIS Accident & Health delivers worldwide accident, specialty health and travel-related insurance and reinsurance through industry-leading product, underwriting and claims specialists. Backed by a diversified global leader whose companies are rated A+ by AM BEST and S&P, AXIS offers customized programs through key distribution partners for employers, participant groups and associations.

Crum & Forster Lauren Woods Vice President of Marketing 5 Christopher Way Eatontown, NJ 07724 - United States PHONE (732) 676-9833 EMAIL lauren.woods@cfins.com WEB www.cfins.com

The Crum & Forster Accident & Health team is dedicated to developing and distributing a wide variety of niche insurance and reinsurance products including Stop Loss, Transplant, Managed Care Excess, Fixed Indemnity, SalaryGap, Accident Medical, AD&D, Occupational Accident, Special Risk, College Sports, K-12, Travel, Inbound/Outbound, Bloodstock and Pet along with international product capabilities through its Lloyds coverholder arrangement.

Hannover Re Miriam Kaufman Assistant Vice President, Health & Special Risk 112 Main Street, 2nd Floor East Rockaway, NY 11518 - United States PHONE (516) 593-9733 EMAIL miriam.kaufman@hlramerica.com WEB www.hannover-re.com

Hannover Life Reassurance Company of America (Hannover Re US) is the North American subsidiary of the Hannover Re Group, one of the largest reinsurance groups in the world. The New York office offers a diverse portfolio of health, life, and special risk products including: Medical Specific Aggregate, Medical Excess, Gap/Limited Medical, Specialty Carve-outs, Accident Medical, Student A&H, Critical Illness, Disability, Dental, Group Life and Accident.

888.394.5688

[89]

At Hannover Life Reassurance Company of America, we believe that mutually profitable client relationships are based on listening to our clients, understanding their needs, and developing innovative solutions. Our New York office offers a broad range of reinsurance products and services, including:

• • • • •

ACA Solutions Accident Medical Medical Excess Gap Medical Medical Specific and Aggregate (Medical Stop Loss)

• • • • •

Short-term and Intermediate-term Disability Critical Illness Student Accident and Health Limited Medical Dental

In addition, we offer a wide range of Group Life and Accident products and services.

61 percent of U.S. workers are covered under a self-funded plan

Hannover Life Reassurance Company of America 112 Main Street, 2nd Floor East Rockaway, NY 11518 Tel. 516-593-9733 www.hannover-re.com Member of the Hannover Re Group

Hi-Tech Health, Inc. Michael Carrara President 1500 Route 517 Hackettstown, NJ 07840 - United States PHONE (908) 813-3440 EMAIL mcarrara@hi-techhealth.com WEB www.hi-techhealth.com

JLT Re (North America), Inc. Jason Lichtman Vice President 2701 North Rocky Point Drive Tampa, FL 33607 - United States PHONE (813) 327-8301 EMAIL jason.lichtman@jltre.com WEB www.jltre.com

REINSURANCE

Global provider of reinsurance brokerage, consultative, and analytical services for the Medical, Life, Accident, Disability and all other Health products.

Maiden Re Neil Levine Vice President 6000 Midlantic Drive, Suite 200 Mt. Laurel, NJ 08054 - United States PHONE (856) 359-2412 EMAIL nlevine@maidenre.com WEB www.maidenre.com

Our extensive knowledge of the Accident and Health market, combined with innovative thinking, allows Maiden Re to work with our clients and develop customized solutions for their reinsurance needs.

Navigators Re Joann DeBlasis President, Accident & Health 83 Wooster Heights Road Danbury, CT 06810 - United States PHONE (203) 546-2851 EMAIL jdeblasis@navg.com WEB www.navg.com

Navigators Re is a division of Navigators Management Company and a part of Navigators Group Inc. (rated “A” by AM Best). The management and underwriting team have over 60+ years in A&H insurance and reinsurance. Our focus is on quota share and excess of loss health and ancillary products.

888.394.5688

[91]

Unlock

Whether youâ&#x20AC;&#x2122;re looking at a claims administration system for the first time or are tired of navigating the complicated maze of your current system, Hi-Tech Health can provide a customized software solution which will eliminate your frustration and put you on the right path to success.

YOUR

Claims Administration Puzzle

Your Business. Your Time. Your Way.

25 YEARS ou. ns as Individual as Y

Te c h H e a l

Soluti o

1990-2015

Whether your goal is to grow faster while competing with larger Third Party Administrators, streamline your paperwork, or simplify your billing services, weâ&#x20AC;&#x2122;ll work with you, one-on-one, in a fraction of the time it takes other software companies to get you started!

1500 Route 517 Suite 200 Hackettstown, NJ 07840 908.813.3440 hi-techhealth.com sales@hi-techhealth.com

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

REINSURANCE

Odyssey Reinsurance Company, a world-class reinsurer, provides unmatched service across the globe. Our experienced Accident & Health team offers a variety of reinsurance coverage within the U.S. Our expertise lies within four product lines: Excess Medical, Quota Share Medical, Accidental Death & Dismemberment as well as Personal and Student Accident.

PartnerRe America Insurance Company Richard Berve Executive Vice President 450 Sansome Street San Francisco, CA 94111 - United States PHONE (913) 871-7202 EMAIL richard.berve@partnerre.com WEB www.partnerre.com/health

PartnerRe provides tailored risk solutions for accident and health exposures. Its broad portfolio of products and services includes: reinsurance for HMOs, health and captive insurance companies and CO-OPs; excess loss insurance for employers, providers, and ACOs; international medical reinsurance and medical management support services through its PULSE + Plus™ program.

Professional Reinsurance Marketing Services, Inc. Thomas Belding President 10917 Old River Trail Edmond, OK 73013 - United States PHONE (405) 771-5115 EMAIL tbelding2@cox.net

We provide marketing services representing a number of quality established MGU’s and Reinsurance Carriers assisting Third Party Administrators 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 also are General Agents for a number of carriers assisting Brokers with their Life, AD&D, Dental, STD, LTD and Vision Plans.

Resolution Reinsurance Intermediaries, LLC Jeffrey Parrish President 4408 Forest Drive, Suite 202 Columbia, SC 29206 - United States PHONE (803) 738-9088 EMAIL jparrish@resolutionre.com WEB www.resolutionre.com

ResRe specializes in traditional A&H and property reinsurance placements. We are also a leading producer and program manager for supplemental medical plans in the United States.

888.394.5688

[93]

Re-Solutions, a Risk Strategies Company

Liz Mariner Senior Vice President 10 South 5th Street, Suite 1108 Minneapolis, MN 55402 - United States PHONE (612) 766-9782 EMAIL lmariner@re-solutions.net WEB www.re-solutions.net

REINSURANCE

Risk & Insurance Consulting Services

[94]

Jamie Brown Vice President 5500 Lilburn Stone Mountain Road, Suite B Stone Mountain, GA 30087 - United States PHONE (770) 923-3133 EMAIL jamie.brown@rics-reinsurance.com WEB www.rics-reinsurance.com

www.sipconline.net

SCOR Global Life Americas Kelly Munger Senior Vice President, Group Reinsurance 901 Marquette Avenue, Suite 1500 Minneapolis, MN 55402 - United States PHONE (612) 248-0540 EMAIL kmunger@scor.com WEB www.scorgloballifeamericas.com

As the 5th largest reinsurer in the world with over 2,400 employees across 35 countries SCOR offers extensive capabilities in risk and capital management plus services that help our clients manage individual and group Life, Accident and Health risks as well as P&C risks. We blend financially sound reinsurance support with the customization our clients require to meet growth and profitability objectives.

REINSURANCE

Stop Loss Insurance Services leverages more than 30 years of stop-loss experience to deliver a competitive edge to our broker, consultant and TPA clients. Our value-added services deliver peace-of-mind and frees you to focus on what really matters â&#x20AC;&#x201C; satisfying clientsâ&#x20AC;&#x2122; needs. Your time matters. Leave the Stop Loss to SLIS.

Trean Reinsurance Services, LLC Kyle Plath 100 Lake Street West Wayzata, MN 55391 - United States PHONE (952) 974-2221 EMAIL kplath@treancorp.com WEB www.treanre.com

XL Catlin Reinsurance America, Inc. Steve Donnelly Head of Health Reinsurance Seaview House, 70 Seaview Avenue Stamford, CT 06902 - United States PHONE (203) 964-3899 EMAIL steve.donnelly@xlcatlin.com WEB www.xlcatlin.com

With an experienced staff XL Catlin Health Reinsurance is focused on providing creative solutions to meet the demands of a dynamic Medical Reinsurance marketplace. The recent 48 state stop-loss policy filing of Greenwich Insurance Company provides us with an additional tool to satisfy the needs of your clients

888.394.5688

[95]

â&#x20AC;˘ Photo credit: Getty Images

Over the past 50 years, the insurance and reinsurance industry has seen tremendous changes. From products, services and distribution networks to risk management, capital management and regulation, nothing is how it used to be. Far from slowing down, the pace of this change is accelerating. New technology is having a profound impact on the way in which we assess, model, price and reserve risks. At SCOR, we have the experience and expertise to stay at the cutting edge of these developments. By sharing the art and science of risk with our clients, we can adapt to a changing risk universe together.

scor.com

S E CT I O N

INTERNATIONAL

Advantage Insurance Management Les Boughner Chairman 263 King Street, Suite C Charleston, IL 29401 - United States PHONE (312) 315-3166 EMAIL l.boughner@aihusa.com WEB www.aihusa.com

Advantageâ&#x20AC;&#x2122;s Business Insurance group specializes in the creation of customized risk finance, risk protection and risk transfer solutions for small and medium-sized businesses using captive insurers and other alternative risk transfer methods.

Crum & Forster Lauren Woods Vice President of Marketing 5 Christopher Way Eatontown, NJ 07724 - United States PHONE (732) 676-9833 EMAIL lauren.woods@cfins.com WEB www.cfins.com

The Crum & Forster Accident & Health team is dedicated to developing and distributing a wide variety of niche insurance and reinsurance products including Stop Loss, Transplant, Managed Care Excess, Fixed Indemnity, SalaryGap, Accident Medical, AD&D, Occupational Accident, Special Risk, College Sports, K-12, Travel, Inbound/Outbound, Bloodstock and Pet along with international product capabilities through its Lloyds coverholder arrangement.

888.394.5688

[97]

Northshore International Insurance Services

Victoria Stevens Executive Assistant 199 Rosewood Drive, Suite 310 Danvers, MA 01923 - United States PHONE (978) 745-6655 EMAIL tstevens@niis.com WEB www.niis.com

INTERNATIONAL

Consulting, due diligence and audit verifications on behalf of self-insureds, excess insurers, MGUs, reinsurers, captives and governmental entities. Claims management, litigation support, managed care, excess claims run-off services provided by US and Canadian-based professional staff experienced in all lines of Medical, Life, Workersâ&#x20AC;&#x2122; Compensation and all Property Casualty coverages.

[98]

www.sipconline.net

S E CT I O N

SUBROGATION

Aegis Cost Containment Services Inc.

Sam Cozzo Chief Executive Officer 1107 South Mannheim Road Westchester, IL 60154 - United States PHONE (888) 437-3131 EMAIL sc@a3-cc.com WEB www.a3-cc.com

Aronberg Goldgehn Mitchell Melamed Partner 330 North Wabash, Suite 1700 Chicago, IL 60611 - United States PHONE (312) 755-3162 EMAIL mmelamed@agdglaw.com WEB www.agdglaw.com

Attorneys speicalizing in representation of TPAs, Stop Loss Carriers and health plans.

Healthcare Recovery Solutions, LLC Daniel Schwarz President & Chief Executive Officer One Liberty Place, 1650 Market Street, 51st Floor Philadelphia, PA 19103 - United States PHONE (215) 575-2916 EMAIL dschwarz@hrs-recovery.com WEB www.hrs-recovery.com

Healthcare Recovery Solutions, LLC (HRS) is a subrogation provider with an innovative approach for identifying recovery opportunities often left undiscovered. HRS utilizes patented technology to identify unknown claims associated with defective medical devices, dangerous prescription drugs, or toxic exposures. HRS’s targeted program efficiently maximizes subrogation dollars for healthcare payers.

International Subrogation Management, a division of NiiS Richard Ives President 24402 West Lockport Street, Suite 227 Plainfield, IL 60544 - United States PHONE (815) 267-5000 EMAIL rives@niis.com WEB www.ism.niis.com

ISM’s experienced staff is dedicated to recovering medical benefit payments and overpayments on behalf of the self-funded market; our clients include self-funded groups, TPAs, MGUs, Excess (Stop Loss) Carriers, Managed Care Organization, Reinsurers and Lloyd’s of London Syndicates. In addition, ISM offers Property Casualty recovery services.

888.394.5688

[99]

Northshore International Insurance Services

Victoria Stevens Executive Assistant 199 Rosewood Drive, Suite 310 Danvers, MA 01923 - United States PHONE (978) 745-6655 EMAIL tstevens@niis.com WEB www.niis.com

Consulting, due diligence and audit verifications on behalf of self-insureds, excess insurers, MGUs, reinsurers, captives and governmental entities. Claims management, litigation support, managed care, excess claims run-off services provided by US and Canadian-based professional staff experienced in all lines of Medical, Life, Workersâ&#x20AC;&#x2122; Compensation and all Property Casualty coverages.

SUBROGATION

The Phia Group, LLC

[100]

Adam Russo, Esq. Chief Executive Officer 163 Bay State Drive Braintree, MA 02184 - United States PHONE (781) 535-5622 EMAIL arusso@phiagroup.com WEB www.phiagroup.com

www.sipconline.net

S E CT I O N

LOSS PREVENTION/ CONTROL SERVICES

Aegis Cost Containment Services Inc. Sam Cozzo Chief Executive Officer 1107 South Mannheim Road Westchester, IL 60154 - United States PHONE (888) 437-3131 EMAIL sc@a3-cc.com WEB www.a3-cc.com

ePlan Lisa Pagliaro Vice President Sales & Business Development 22601 North 19th Avenue Phoenix, AZ 85027 - United States PHONE (800) 704-1005 EMAIL lpagliaro@eplanllc.com WEB www.eplanllc.com

Want to save MILLIONS on your out of network claims? ePlan’s no-risk cost containment solution utilizes the latest technology in health claims analysis including: comprehensive clinical and technical edits, UCR values, and fraud, waste and abuse detection. With our ‘eyes on every claim’ approach, ePlan delivers savings averaging beyond 60%.

EthiCare Advisors, Inc. Mark Hartmann, Jr. MSc Managing Partner/Chief Executive Officer 350 Clark Drive, Suite 104 Budd Lake, NJ 07828 - United States PHONE (888) 838-4422 EMAIL mark@ethicareadvisors.com WEB www.ethicareadvisors.com

EthiCare Advisors, Inc. helps companies that pay medical claims save money. We specialize in catastrophic claims over $100,000 that will ruin your loss ratio and that ultra-expensive, endless string of crippling dialysis claims. Consistent results, our dedicated service team, and fair pricing built our organization; referrals mark our success.

888.394.5688

[101]

YOUR VENDOR SEARCH IS OVER.

DISCOVER WHAT ETHICARE ADVISORS CAN DO FOR YOU. ABOUT US

EthiCare Advisors, Inc. was founded in 2002 to meet the need for Medical Claims Settlement Specialists® aimed at obtaining additional discounts on high-dollar in-network claims. Since then, our services have grown to other unique, flexible on-demand solutions.

“ ETHICARE FACTS • Founded 2002 • Headquartered in Budd Lake, NJ • Privately-held, No Outside Investors • 18 team members

PROFESSIONAL TALENT • Insurance Experts • Self-funding Specialists • Registered Nurse (RN) • Master Negotiators • Certified Medical Coders • Technology Experts

OUR CLIENTS

• Third-party Administrators (TPAs) • Managing General Underwriters (MGUs) • Medical Stop-Loss Carriers & Reinsurers

OUR SERVICES

• Dialysis Claims SettlementTM • Negotiations with Signed Releases • Single-Claim or Continuous Discount Agreements • U&C, AWP & Medicare Pricing Data • Medical Bill Reviews/Audits • DRG/APC Validation Reviews/Audit • Underwriting ("Laser") Review Services • Stop-Loss Appeal Support • Expert Witness Services • Claims Consulting Services • HIPAA Risk Assessments

WE ROUTINELY ROUTINE HANDLE THE FOLLOWING TYPES OF CLAIMS • Dialysis claims • Hospital or clinic claims • Physician claims • High-dollar ancillary claims • Air ambulance claims • Claims with high-dollar implants

• Group Health Plans & Union Plans • Group Health Insurance Carriers • ACA-sponsored Healthcare Cooperatives (COOPs) • Insurance Captives

• Insurance Brokers, Consultants & Agents • Attorneys

Visit Us at www.EthiCareAdvisors.com phone 888.838.4422 ext. 703

H.H.C. Group Dr. Bruce D. Roffe President & Chief Executive Officer 438 North Frederick Avenue, #200A Gaithersburg, MD 20877 - United States PHONE (301) 963-0762 EMAIL info@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 URAC accredited Independent Review Organization.

National Bill Audit Services, LLC Jeremy Perkinson Chief Operating Officer 5999 Central Avenue, Suite 401 St. Petersburg, FL 33710 - United States PHONE (800) 719-6227 EMAIL jperkinson@nbasaudits.com WEB www.nbasaudits.com

NBAS is an independent medical bill auditing firm providing Billing Error Review, Reasonable & Customary Review, Medicare Based Pricing, Claims Negotiation and other cost containment solutions. Our experienced team works with health plans, insurance companies, TPAs, MGUs and reinsurance carriers, auditing large dollar hospital and physician claims. Over 99% of our findings are upheld through NBAS’s support.

Nokomis Health Richard Henriksen Chief Executive Officer 1516 West Lake Street Suite 400 Minneapolis, MN 55408 - United States PHONE (612) 825-2342 EMAIL rhenriksen@nokomishealth.com WEB www.nokomishealth.com

LOSS PREVENTION/CONTROL SERVICES

Nokomis Health is a Minneapolis-based company specializing in medical claim billing, coding, and reimbursement. We offer both comprehensive ongoing claim review as well as retrospective review services. We are here to prove that there is a better way to ensure payment accuracy, every time, on every claim.

Nova Healthcare Administrators Sara Fluskey 6400 Main Street, Suite 210 Buffalo, NY 14051 - United States PHONE (716) 932-5052 EMAIL sfluskey@novahealthcare.com WEB www.novahealthcare.com

PMA Companies Michael MacAulay Senior Vice President, Sales 380 Sentry Parkway Blue Bell, PA 19422 - United States PHONE (856) 727-3157 EMAIL Michael_MacAulay@pmagroup.com WEB www.pmacompanies.com

888.394.5688

[103]

S E CT I O N

PUBLICATIONS/RESOURCES

Advanced Medical Pricing Solutions (AMPS)

Corte Iarossi Vice President, Marketing & Product Development 420 Technology Parkway, Suite 200 Norcross, GA 30092 - United States PHONE (800) 809-0513 EMAIL ciarossi@advancedpricing.com WEB www.advancedpricing.com

The Phia Group, LLC Adam Russo, Esq. Chief Executive Officer 163 Bay State Drive Braintree, MA 02184 - United States PHONE (781) 535-5622 EMAIL arusso@phiagroup.com WEB www.phiagroup.com

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 kathymartinsmith@msn.com WEB www.trilogy-consulting.com

Trilogy is a focused consulting practice specializing in the performance of claim administration audits and operational reviews for selffunded employers, Taft-Hartley Funds, TPAs, MGUs, HMOs, Excess Loss Carriers, and Reinsurers. Trilogy also publishes The Trilogy Claims Administrative Handbook - the most comprehensive and up to date claims administration manual in the industry today!

[104]

www.sipconline.net

S E CT I O N

TRADE ASSOCIATIONS

Captive Insurance Council of The District of Columbia, Inc. (CIC-DC) 20 F Street NW, Suite 700 Washington, DC 20001 - United States PHONE (888) 302-4232 EMAIL info@dccaptives.org WEB www.dccaptives.org

The Captive Insurance Council of the District of Columbia, Inc. (CIC-DC) was formed in November, 2001 and represents the corporate and association community interested in operating captive insurance companies in the District of Columbia, one of America’s newest domiciles for captives. CIC-DC was formed to advance the District of Columbia’s presence in the captive marketplace, especially as it relates to professional and industry trade associations by educating the public about the role of captives through educational programs and conferences. CIC-DC provides a forum to review legislation, regulations and other government action which affects the interests of its members.

Delaware Captive Insurance Association, Inc. (DCIA) 4023 Kennett Pike, Box 801 Wilmington, DE 19807 - United States PHONE (888) 413-7388 EMAIL ggrote@delawarecaptive.org WEB www.delawarecaptive.org

DCIA supports the development and growth of the captive industry and the Delaware domicile through legislative initiatives and representation, marketing, and educational networking events.

Health Care Administrators Association Carol Berry Chief Executive Officer 5353 Wayzata Boulevard, Suite 350 Minneapolis, MN 55416 - United States PHONE (818) 340-7668 EMAIL cberry@hcaa.org WEB www.hcaa.org

HCAA is the nation’s most prominent nonprofit trade association working to improve the quality, sustainability and value of self-funding and health care benefit administration. For 35 years, HCAA has taken a leadership role in helping to transform the self-funding industry and American healthcare.

LRA Self Insurer’s Fund Stan Harris President & Chief Executive Officer 2700 North Arnoult Road Metairie, LA 70002-5916 - United States PHONE (504) 454-2277 EMAIL stanh@lra.org WEB www.lra.org

The LRA Self Insurer’s Fund is a group self insurance fund offering worker’s compensation to hospitality, restaurant and allied companies in Louisiana.

888.394.5688

[105]

Montana Captive Insurance Association, Inc. (MCIA)

TRADE ASSOCIATIONS

1302 24th Street West, #303 Billings, MT 59102-3861 - United States PHONE (866) 388-6242 EMAIL info@mtcaptives.org WEB www.mtcaptives.org

The Montana Captive Insurance Association, Inc. (MCIA) is the only trade association solely dedicated to promoting a vibrant captive industry in the state of Montana. The association furthers the interests of its members by keeping them up to date on the latest industry impacting news and regulation, producing educational conferences and seminars and offering unparalleled networking opportunities.

National Association of Subrogation Professionals (NASP) Leslie Wiernik Executive Director 3 Robinson Plaza, Suite 130, 6600 Steubenville Pike Pittsburgh, PA 15205 - United States PHONE (800) 574-9961 EMAIL leslie.wiernik@subrogation.org WEB www.subrogation.org

The National Association of Subrogation Professionals (NASP) is the worldâ&#x20AC;&#x2122;s largest insurance subrogation association and leader in subrogation education. NASPâ&#x20AC;&#x2122;s mission is to enhance the stature and effectiveness of subrogation and recovery professionals through education, advocacy and the exchange of information.

Self-Insurance Institute of America, Inc. (SIIA) P.O. Box 1237 Simpsonville, SC 29681 - United States PHONE (800) 851-7789 EMAIL info@siia.org WEB www.siia.org

The Self-Insurance Institute of America, Inc. (SIIA) is a dynamic, member based association dedicated to protecting and promoting the business interests of companies involved in the self-insurance/alternative risk transfer (ART) industry, both domestically and internationally.

Tennessee Captive Insurance Association, Inc. (TCIA) Justin Miller Executive Director One Nashville Place 150 Fourth Avenue, North, Suite 1100 Nashville, TN 37219 - United States PHONE (888) 668-3188 EMAIL jmiller@tncaptives.org WEB www.tncaptives.org

The Tennessee Captive Insurance Association, Inc. (TCIA) is a not-for-profit trade association focused on building a successful captive insurance domicile in Tennessee. Consistent with this objective, TCIA invites captive insurance industry professionals to join the association so they can be part of this exciting initiative while receiving valuable membership benefits. If you intend to do captive insurance business in Tennessee, then TCIA membership is a must.

[106]

www.sipconline.net

S E CT I O N

OTHER

Advantria.net Larry Taylor President & Chief Markeing Officer 255 North Sierra Street #1207 Reno, NV 89501 - United States PHONE (866) 756-8666 Ext 200 EMAIL ltaylor@advantria.net WEB www.advantria.net

Catastrophic claim negotiations; Medicare Like Re-pricing; Dialysis Claim Solutions

Apta Health Ben Jenkins Regional Vice President, Sales 11755 East Peakview Avenue, Suite #250 Englewood, CO 80111 - United States PHONE (720) 445-7768 EMAIL bjenkins@apta-health.com WEB www.apta-health.com

At Apta Health, weâ&#x20AC;&#x2122;re providing a smarter approach to health benefit plans. Apta Health empowers employers to get the most out of their plans. Our extraordinary Care Coordination program combines the best solutions in the industry with cutting edge technology to reduce wasteful spending and drastically bend the trend of risinghealthcare costs. The employer group is at the very center of every decision we make, solution we create, andservice we provide. Because of our client centric focus and complete independence, we are able to produce unparalleled results, facilitate meaningful changes in behavior, and be part of the bigger solution. We can honestly say that we love what we do, because our program makes a difference in the lives of the employer and health of the plan.

Chris Snyder & Associates, Inc. Chris Snyder Principal 1447 Preston Spring Lane Chapel Hill, NC 27516 - United States PHONE (919) 969-1515 EMAIL chris@chrissnyder.net WEB www.chrissnyder.net

Chris Snyder & Associates, Inc. is a boutique search firm. Our focus is insurance. We are a national firm and have the ability to handle any type of insurance search in a timely manner. Let us earn your business.

Companion Global Healthcare, Inc. Phil Midden Sales Manager I-20 at Alpine Road, AE-222 Columbia, SC 29205 - United States PHONE (803) 264-9382 EMAIL phil.midden@companiongroup.com WEB www.CompanionGlobalHealthcare.com

Companion Global Healthcare, Inc. (CGH) supports international medical tourism implementation for self-insured employers by contracting with select Joint Commission accredited hospitals, modifying benefit plans and facilitating patients. CGH assists patients with concierge travel, transferring medical records, connecting with physicians and case management for joint replacement, cardiac procedures and other surgeries.

888.394.5688

[107]

Delaware Department of Insurance - Captive Bureau

Steve Kinion Director 1007 North Orange Street, Suite 1010 Wilmington, DE 19801 - United States PHONE (302)577-5280 EMAIL steve.kinion@state.de.us WEB captive.delawareinsurance.gov

Delaware is the third largest U.S. captive domicile and the world’s fifth largest. Delaware’s internationally respected corporate laws, financial infrastructure and respected judiciary makes it the preeminent business jurisdiction. This beneficial structure, along with a captive bureau staff who are both professional and pragmatic, extends to both Delaware’s captive insurance companies and captive insurance service providers.

OTHER

EHIM, Inc. Alexandra Fynke 26711 Northwestern Highway, Suite 400 Southfield, MI 48033 - United States PHONE (800) 311-3446 EMAIL afynke@ehimrx.com WEB www.ehimrx.com

EHIM is a privately held, woman-owned (WBENC) Pharmacy Benefit Manager that helps organizations proactively contain rising prescription costs. Our strategic approach includes a combination of custom formularies leveraging cost-effective drug alternatives, a hands on approach promoting member compliance and an innovative approach to managing specialty drugs and ACA requirements.

FAIR Health, Inc. Frank Hone Executive Director of Marketing 530 Fifth Avenue, 18th Floor New York, NY 10036 - United States PHONE (855) 301-3247 EMAIL info@fairhealth.org WEB www.fairhealth.org

FAIR Health is a national, independent, nonprofit organization dedicated to bringing transparency to healthcare costs and health insurance information for all stakeholders. Its database of billions of privately billed medical and dental healthcare claims powers comprehensive data products, consumer resources and health systems research support. For more information, visit www.fairhealth.org.

[108]

www.sipconline.net

Innovative Healthcare Delivery Shelli Lara President & Chief Executive Officer 3540 West Sahara Avenue #444 Las Vegas, NV 89102 - United States PHONE (702) 534-5537 EMAIL slara@ihdcare.com WEB www.ihdcare.com

Innovative Healthcare Delivery provides non-clinical care navigation services that complement existing healthcare resources. The result is reduced medical spending, reduced readmission rates, and engaged patients who feel empowered to make better healthcare decisions. IHD provides services to self-funded plans, fully insured plans, state and federal plans, and hospitals.

INTERLINK Health Services

OTHER

Heath Potter Vice President, Sales & Development 4660 NE Belknap Court, Suite 209 Hillsboro, OR 97124 - United States PHONE (503) 640-2000 EMAIL heath.potter@interlinkhealth.com WEB www.interlinkhealth.com

INTERLINK has been a health care innovator since 1995, specializing in Centers of Excellence cost containment solutions. An established leader in transplant, as well offering an innovative program dedicated to cancer. With TransplantCARE and CancerCARE, INTERLINK is the solution provider of choice for effective strategies addressing complex and costly procedures.

Kroger Prescription Plans, Inc. Matthew Feltman General Manager 1014 Vine Street Cincinnati, OH 45202 - United States PHONE (800) 917-4926 EMAIL rxplans@kroger.com WEB www.kpp-rx.com

Kroger Prescription Plans (KPP) has provided comprehensive Pharmacy Benefits Management services since 1993. We combine transparency and highly competitive pricing to lower cost for clients and their members. KPP takes a proactive member approach to create a unique, personalized health solution which drives positive outcomes across the continuum of care.

Magellan Rx Management Misty Greficz Marketing Manager 15950 North 76th Street, Suite 200 Scottsdale, AZ 85260 - United States PHONE (410) 953-2423 EMAIL mgreficz@magellanhealth.com WEB www.magellan.health.com

Magellan Rx combines experience in pharmacy benefits management, specialty, and Medicaid to provide an integrated solution that offers effective cost management without sacrificing quality of care. We approach the market with a unique vision by combining our customer-first culture with innovative tools, reporting, and analytics to drive better decisions.

888.394.5688

[109]

MedTrakRx

Tracey Hopper Vice President, Marketing 7101 College Boulevard, Suite 1000 Overland Park, KS 66210 - United States PHONE (800) 771-4648 EMAIL thopper@medtrakrx.com WEB www.medtrakrx.com

MedTrakRx is a pharmacy benefit management company with the flexibility to customize solutions that deliver lower cost trends and exceptional customer service. Founded in 1999, we provide prescription benefits to self-insured employers across the US. For more information, visit www.medtrakrx.com.

OTHER

Ocozzio, Inc. Russ Krueger Chief Executive Officer & Founder 1030 Stevens Creek Road Augusta, GA 30907 - United States PHONE (706) 922-1900 EMAIL rkrueger@ocozzio.com WEB www.ocozzio.com

OCOZZIO: the healthcare marketing pros! We are a one-stop strategy, planning, design and execution marketing company. We specialize in the healthcare space with 14 years of hands-on experience with over 50 TPA and healthcare service provider companies. At Ocozzio, we help our clients grow their business.

ProCare Rx John Addelman Chief Sales Officer 1267 Professional Parkway Gainesville, GA 30507 - United States PHONE (678) 248-3101 EMAIL jaddelman@procarerx.com WEB www.ProCareRx.com

ProCare Rx is a national, full-service PBM that has distinguished ourselves in technology, service, flexibility, and cost savings. For over 25 years we have delivered cost-effective solutions with excellence in service. Let us show you that the same drug, same day, same member, same pharmacy, costs less at ProCare Rx.

Reliant Health Partners, LLC Bailey Owen Smith Chief Operating Officer/Partner 5575 Poplar Avenue Memphis, TN 38119 - United States PHONE (877) 405-6687 ext. 1 EMAIL bsmith@relianthp.com WEB www.relianthp.com

[110]

www.sipconline.net

Script Care, Ltd.

OTHER

Tab Bryan Vice President of Sales & Marketing 6380 Folsom Drive Beaumont, TX 77706 - United States PHONE (800) 880-9902 EMAIL tbryan@scriptcare.com WEB www.scriptcare.com

Established in 1986, Script Care, Ltd. is the longest operating Pharmacy Benefit Manager in the industry and is fully URAC PBM accredited. Through various business lines - PBM, Managed Care, Correctional Services, Outsourced Business Services, as well as our sister company SCL 340B CARE - we offer innovative solutions for a wide range of clients.

SelfHelpWorks Bryan Noar Vice President Marketing 2727 Camino del Rio S, Suite 110 San Diego, CA 92108 - United States PHONE (619) 296-6001 EMAIL bnoar@selfhelpworks.com WEB www.selfhelpworks.com

SelfHelpWorks is the leading provider of online video-based cognitive training courses for creating a healthier workforce. The interventions reduce population health risk by targeting obesity and unhealthy eating, tobacco addiction, diabetes, chronic stress, alcohol abuse and inactivity. They are highly engaging and simulate live coaching sessions. Users can access them privately and conveniently 24/7 via computer, tablet or smartphone. They have helped over a million people in more than 1000 companies.

WellDyneRx Melanie Greene Director of Sales P.O. Box 90369 Lakeland, FL 33804 - United States PHONE (888) 479-2000 ext. 8214 EMAIL mgreene@welldynerx.com WEB www.welldynerx.com

WellDyneRx provides customized pharmacy benefit management solutions that reduce clientsâ&#x20AC;&#x2122; costs while improving membersâ&#x20AC;&#x2122; health. We offer innovative clinical programs, including Intercept (our patented program), which reduces specialty drug spend. Our services include customized plan design, high-touch patient support and dedicated account management.

888.394.5688

[111]

WellRithms

Shona Glasgow Director, Business Development 8909 SW Barbur Boulevard, Suite 230 Portland, OR 97202 - United States PHONE (877) 886-3268 EMAIL sglasgow@wellrithms.com WEB www.wellrithms.com

OTHER

Windsor Strategy Solutions, LLC. Todd Owen Chief Executive Officer 196 Princeton Hightstown Road, Building 2, Suite 16 Princeton Junction, NJ 08550 - United States PHONE (609) 275-6550 EMAIL towen@windsorstrategy.solutions WEB www.windsorstrategy.solutions

WSS develops cutting edge software for employee benefits professionals who want powerful, easy to use solutions that deepen their understanding and consulting capabilities for their client’s health benefits plans. Our Consulting Suite and Actuarial Advisor rating manual are used by consultants, brokers, TPAs, MGUs, re-insurers, stop-loss carriers and consulting actuaries.

BUREAU OF CAPTIVE & FINANCIAL INSURANCE PRODUCTS The Nemours Building | 1007 Orange Street, Suite 1010 | Wilmington, DE 19801

Phone: 302.577.5280 Fax: 302.577.3057 captive.delawareinsurance.gov Insurance Commissioner Karen Weldin Stewart

Your business wants to grow? Delaware’s Captive Insurance Program cultivates an environment for success.

[112]

www.sipconline.net

• Flexibility and Options • Delaware’s Superior Corporate Laws • Responsive Staff • Prime Location Between Washington D.C. & New York

S E CT I O N

INDEX

AccessOnTime....................................................................................................................................................81 Active Captive Management............................................................................................................................ 84 Advance Medical...........................................................................................................................................67, 81 Advanced Medical Pricing Solutions (AMPS)........................................................................46, 67, 101, 104 Advanced Medical Strategies....................................................................................................6, 23, 26, 44, 46 Advanced Risk Managers, LLC.........................................................................................................................82 Advantage Insurance Management...........................................................................................................84, 97 Advantria.net.....................................................................................................................................................107 Aegis Cost Containment Services Inc...........................................................................6, 46, 73, 77, 99, 101 Affordable Benefit Administrators, Inc.............................................................................................................6 AIG Group Benefits..............................................................................................................................26, 44, 84 AIMM - Ault International Medical Management.........................................................................................67 AliCare, Inc. ...........................................................................................................................................................6 Allegiance................................................................................................................................................................7 American Fidelity Assurance Company...................................................................................................26, 27 AmeriHealth Administrators............................................................................................................................. 7 AmeRisk Consulting..........................................................................................................................................77 AMS Financial Group.........................................................................................................................................84 AmWINS Group Benefits..................................................................................................................... 7, 58, 59 Aon Benfield....................................................................................................................................................... 89 Apta Health.......................................................................................................................................................107 Arbor Benefit Group, L.P. ..........................................................................................................................26, 28 ArmadaCorp. ....................................................................................................................................................... 7 Aronberg Goldgehn.....................................................................................................................................72, 99 Arsenal Insurance Management LLC.............................................................................................................85 Artex Risk Solutions, Inc .................................................................................................................................85 ASU Group..........................................................................................................................................................23 Atlas Insurance Management LLC..................................................................................................................85 Auxilio Mutuo Hospital..............................................................................................................................46, 47 Avalon Insurance Company..............................................................................................................................27 AvMed ....................................................................................................................................................................7 AXIS Accident & Health..............................................................................................................................89, 97 Bardon Insurance Group, Inc. ......................................................................................................................... 27 BDO USA, LLP.....................................................................................................................................................77 Beacon Risk Strategies An AmWINS Group Benefits Company..............................................................28 Benefit Dynamics Company..............................................................................................................................58 Benefit Indemnity Corporation........................................................................................28, 51, 58, 73, 74, 82 BenefitMal......................................................................................................................................................29, 30 Berkley Accident and Health......................................................................................................................29, 85 Berkshire Hathaway Specialty Insurance.......................................................................................................29 Blue Ridge Captive Solutions............................................................................................................................85 Brentwood Reinsurance Intermediaries, Inc ..........................................................................................29, 44 BridgeHealth........................................................................................................................................................47 Canyon Re............................................................................................................................................................58 Capitol Administrators........................................................................................................................................8 Capterra Risk Solutions, LLC...........................................................................................................................86 Captive Insurance Council of The District of Columbia, Inc. (CIC-DC)..............................................105 Captive Planning Associates, LLC....................................................................................................................86 CareHere, LLC....................................................................................................................................................47 Castelloe Partners, LLC....................................................................................................................................60 Casualty Actuarial Consultants, Inc. ...............................................................................................................77 CGI........................................................................................................................................................................60 Choice Rx Solutions.............................................................................................................................................8 Chris Snyder & Associates, Inc. .....................................................................................................................107 Chubb Accident & Health..............................................................................................................29, 30, 44, 45 Claimwire..........................................................................,..................................................................................51 Coastal TPA, Inc. ...................................................................................................................................................8 Companion Global Healthcare, Inc. .............................................................................................................107 Complete Health Systems, LC.........................................................................................................................51 Conner Ash P.C. .................................................................................................................................................78 Considine & Associates HealthClaim Solutions...........................................................................................67 Consociate.............................................................................................................................................................8 Consolidated Health Plans..................................................................................................................................8 Continental Benefits.............................................................................................................................................9

COTEVA.........................................................................................................................................................51, 52 Creative Risk Underwriters LLC....................................................................................................................31 Crescent Health Solutions............................................................................................................................9, 10 CROFT LAW LLC..............................................................................................................................................72 Crum & Forster..........................................................................................................................31, 81, 82, 89, 97 Crystal Clear Rx................................................................................................................................................ 60 Custom Design Benefits......................................................................................................................................9 CVS Health...........................................................................................................................................................82 D.W.Van Dyke & Co., Inc. ......................................................................................................................9, 31, 60 DAKOTACARE Administrative Services, Inc. (DAS)....................................................................................11 Dana InvestmentAdvisors..................................................................................................................................73 DataPath...............................................................................................................................................................53 Delaware Captive Insurance Association, Inc. (DCIA).............................................................................105 Delaware Department of Insurance - Captive Bureau....................................................................108, 112 Dell Healthcare Staffing Services......................................................................................................................11 Delta Health Systems.........................................................................................................................................11 Deluxe Corporation..............................................................................................................................53, 73, 76 DHS Group..........................................................................................................................................................53 Diversified Group...............................................................................................................................................11 Dunn and Associates Benefit Administrators, Inc. ......................................................................................11 ECHO Health, Inc. ......................................................................................................................IFC, 53, 75, 108 EHIM, Inc. ...........................................................................................................................................................108 Eldorado, a division of Mphasis........................................................................................................................53 Elevate Captives, LLC........................................................................................................................................ 86 Employee Benefit Management Services (EBMS)............................................................................12, 48, 86 Employee Plans, LLC..........................................................................................................................................12 Encompass Medical Management (Emmdata)...............................................................................................54 ePlan....................................................................................................................................................................101 EthiCare Advisors, Inc. ...........................................................................................................................101, 102 Everence Financial...............................................................................................................................................12 Excess Reinsurance Underwriters, Inc. .........................................................................................................31 Excess Risk Reinsurance/Ironshore Insurance Service LLC......................................................................31 FAIR Health, Inc. ...............................................................................................................................................108 First Health and Cofinity...................................................................................................................................48 FormFire...............................................................................................................................................................54 Frates Benefit Administrators......................................................................................................................... 12 gBehavior........................................................................................................................................................54, 82 Global Benefits Group (GBG).........................................................................................................................12 Global Excel Management..................................................................................................................................48 Golden Triangle Specialty Network, LLC...............................................................................................48, 108 GPW......................................................................................................................................................................78 Greenberg Traurig P.A. ......................................................................................................................................72 Greymatter Risk Management, LLC................................................................................................................32 Group & Pension Administrators, Inc. ...........................................................................................................13 Guy Carpenter & Company, LLC....................................................................................................................60 H.H.C. Group....................................................................................................................................................103 Hannover Re.................................................................................................................................................89, 90 Hawaii-Mainland Administrators, LLC............................................................................................................13 Health Advocate................................................................................................................................................. 83 Health Care Administrators Association.....................................................................................................105 Health Information Designs...................................................................................................................... 68, 69 Health Plans, Inc. .................................................................................................................................................13 Health Portal Solutions..................................................................................................................................... 54 Health Solutions Plus, Inc. ................................................................................................................................54 Healthcare Management Administrators, Inc. ..............................................................................................14 Healthcare Recovery Solutions, LLC............................................................................................................. 99 HealthFirst............................................................................................................................................................14 Healthiest You......................................................................................................................................................55 HealthSCOPE Benefits.......................................................................................................................................14 HealthTrio LLC...................................................................................................................................................55 Healthx, Inc. .........................................................................................................................................................55 HIIG Accident & Health.........................................................................................................................32, OBC Hines & Associates, Inc. ...............................................................................................................................68, 70 Hi-Tech Health, Inc. .............................................................................................................14, 32, 61, 68, 91, 92

888.394.5688

[113]

Hometown Health..............................................................................................................................................14 Hospitality Benefits............................................................................................................................................15 HRMP, LLC...........................................................................................................................................................15 IHS - ClaimsBridge Direct..........................................................................................................................48, 55 IIS............................................................................................................................................................................32 ImagineMD...........................................................................................................................................................49 INETICO, Inc ......................................................................................................................................................68 Innovative Healthcare Delivery......................................................................................................................109 Interactive Medical Systems / IMS flex............................................................................................................15 INTERLINK Health Services...........................................................................................................................109 Intermediary Insurance Services, Inc. (IISI)....................................................................................................32 International Medical Group-Stop Loss, Inc. ................................................................................................33 International Risk Consultants.........................................................................................................................33 International Subrogation Management, a division of NiiS.........................................................................99 Intuitive Captive Solutions LLC...................................................................................................................... 86 IOA Re, Inc. ..........................................................................................................................................................33 Iroquois Captive Services, LLC........................................................................................................................87 J. Allan Hall & Associates, Inc. ...........................................................................................................................33 J. Arthur Dail Inc. ................................................................................................................................................61 JLT Re (North America), Inc. ...........................................................................................................................91 JMS and Associates, Inc. .....................................................................................................................................55 Key Benefit Administrators...............................................................................................................................15 Kinder & Associates, Inc. ............................................................................................................................61, 87 Knight International Director of Taft Hartley................................................................................................61 Kroger Prescription Plans, Inc. ......................................................................................................................109 Lawley Benefits Group........................................................................................................................................61 Leading Edge Administrators............................................................................................................................16 Lifetime Benefit Solutions.................................................................................................................................16 LifeTrac, Inc. .........................................................................................................................................................56 LRA Self Insurerâ&#x20AC;&#x2122;s Fund...................................................................................................................................105 Lucent Health Solutions....................................................................................................................................16 Magellan Rx Management...............................................................................................................................109 Maiden Re.............................................................................................................................................................91 Mayo Clinic Health Solutions...........................................................................................................................16 M-D Underwriting Services, Inc. .....................................................................................................................33 MedeAnalytics.....................................................................................................................................................56 Medical Risk Managers, Inc. .............................................................................................................................34 Med-Pay, Inc. .................................................................................................................................................16, 62 MedTrakRx.........................................................................................................................................................110 MedWatch, LLC..................................................................................................................................................68 Midlands Management Corp. ...............................................................................................................23, 24, 45 Midwest Employers Casualty Company............................................................................................45, 91, 94 Milliman, Inc. ........................................................................................................................................................78 MINES and Associates.......................................................................................................................................70 Montana Captive Insurance Association, Inc. (MCIA)..............................................................................106 MSH INTERNATIONAL...................................................................................................................................17 MultiPlan...............................................................................................................................................................49 National Association of Subrogation Professionals (NASP)....................................................................106 National Bill Audit Services, LLC.................................................................................................................. 103 National Pharmaceutical Services...................................................................................................................17 National Underwriting Services, Inc. .......................................................................................................34, 35 Nationwide Innovative Solutions.....................................................................................................................35 Navigators Re......................................................................................................................................................91 NCAS....................................................................................................................................................................17 New Horizon Insurance Solutions..................................................................................................................62 Nokomis Health...............................................................................................................................................103 North America Administrators.......................................................................................................................17 Northrim Benefits Group.................................................................................................................................62 Northshore International Insurance Services......................................................62, 75, 78, 87, 93, 98, 100 Nova Healthcare Administrators......................................................................................................17, 70, 103 Ocozzio, Inc. ......................................................................................................................................................110 OdysseyRe...........................................................................................................................................................93 Oliver Wyman Actuarial Consulting...............................................................................................................78 OneArk Suite.......................................................................................................................................................56 Opus Investment Management, Inc. ...............................................................................................................75 Oxford Insurance Brokers Ltd........................................................................................................................ 62 Pancoast Benefits Inc. ........................................................................................................................................63 PartnerRe America Insurance Company........................................................................................................93 Passport For Health, a Medical Travel Company..........................................................................................49 Pay Yourself First................................................................................................................................................. 49 Pequot Health Care...........................................................................................................................................18 Phoenix Excess Risk Underwriters, LLC.......................................................................................................35 Physicians Insurance...........................................................................................................................................35 Pinnacle Actuarial Resources, Inc. ...................................................................................................................79

[114]

www.sipconline.net

Planned Administrators, Inc. ............................................................................................................................18 PMA Companies.........................................................................................................................................25, 103 Preferred Medical Claim Solutions, LLC...............................................................................................49, 110 Prime Health Services........................................................................................................................................50 PrismRx..........................................................................................................................................................18, 19 Pro Group Captive Management Services, Inc. ...........................................................................................87 ProCare Rx........................................................................................................................................................110 Professional Reinsurance Marketing Services, Inc. ......................................................................................93 ProviDRs Care....................................................................................................................................................50 QBE North America..........................................................................................................................................35 RedCard................................................................................................................................................................18 Reliance Standard Life Insurance Company............................................................................................36, 37 Reliant Health Partners, LLC...................................................................................................................50, 110 Renalogic................................................................................................................................................63, 71, 111 Resolution Reinsurance Intermediaries, LLC.........................................................................................64, 93 Re-Solutions, a Risk Strategies Company..........................................................................................64, 94, 98 Revolv..............................................................................................................................................................18, 20 Risk & Insurance Consulting Services.........................................................................................36, 64, 87, 94 Rockport Benefits, LLC.....................................................................................................................................36 Safety National....................................................................................................................................................45 SCOR Global Life Americas.......................................................................................................................95, 96 Script Care, Ltd. ................................................................................................................................................111 SelfHelpWorks..................................................................................................................................................111 Self-Insurance Institute of America, Inc. (SIIA)............................................................................................106 Shores, Tagman, Butler & Company, P.A. ........................................................................................................79 SISCO....................................................................................................................................................................20 Spectrum Underwriting Managers, Inc. .........................................................................................................36 StarLine Group....................................................................................................................................................36 Stewart Lynn & Associates, Inc. .......................................................................................................................64 Stop Loss Insurance Brokers, Inc. ...................................................................................................................64 Stop Loss Insurance Services.....................................................................................................................65, 95 Strategic Underwriting Solutions LLC.....................................................................................................38, 65 Sun Life Financial...........................................................................................................................................38, 39 Sutton Special Risk America............................................................................................................................. 38 Swiss Re Corporate Solutions...................................................................................................................38, 41 Symetra.................................................................................................................................................................40 TaylorChandler, LLC...........................................................................................................................................79 TCC Benefits Administrator.............................................................................................................................20 Telligen.................................................................................................................................................................. 71 Tennessee Captive Insurance Association, Inc. (TCIA).............................................................................106 The Alliance..........................................................................................................................................................50 The Ashley Group...............................................................................................................................................65 The Benecon Group..............................................................................................................................21, 65, 79 The Guardian Life Insurance Company of America (Guardian).........................................................40, 43 The Phia Group, LLC............................................................................................................56, 65, 72, 100, 104 The Taft Companies, LLC..................................................................................................................................88 Thomas McGee, L.C. .........................................................................................................................................66 Tokio Marine HCC - Stop Loss Group..........................................................................................................40 Total Claims Management, LLC........................................................................................................................79 Trean Reinsurance Services, LLC........................................................................................................40, 66, 95 Trilogy Consulting Group, Inc. ................................................................................................................80, 104 TriZetto, a Cognizant Company................................................................................................................21, 56 TRU Services, LLC............................................................................................................................................. 40 Ullico Inc. .............................................................................................................................................................42 UMR................................................................................................................................................................21, 22 United Claim Solutions................................................................................................................................71, 83 Universal Fidelity Life Insurance Company....................................................................................................42 USA Risk Group..................................................................................................................................................88 USBenefits Insurance Services, LLC...............................................................................................................42 Vee Technologies.................................................................................................................................................57 Ventanex...............................................................................................................................................................57 Voya Employee Benefits.....................................................................................................................................42 VPay, Inc. ...............................................................................................................................................................57 Webb & Coyle, PLLC.........................................................................................................................................72 WellDyneRx...................................................................................................................................................... 111 WellRithms..................................................................................................................................................71, 112 Willis Towers Watson........................................................................................................................................ 80 Windsor Strategy Partners, Inc. ......................................................................................................................80 Windsor Strategy Solutions, LLC..................................................................................................................112 WINFertility........................................................................................................................................................ 71 Xchange Benefits, LLC...................................................................................................................................... 42 XL Catlin Reinsurance America, Inc. ..............................................................................................................95 Young Consulting, Inc. .......................................................................................................................................57 Zelis Healthcare............................................................................................................... 21, 25, 50, 57, 75, IBC

Zelis

Healthcare

Fully Integrated Cost Management Solution

Better Service. Better Performance.

Network Solutions

Claims Integrity

Payments

Local expertise and national resources

Highest level of savings on every claim

Streamlined payments significantly improving cost control

Zelis Healthcare is a healthcare information technology company that provides solutions which address pre-payment to payment needs across the claims life cycle.

This isn’t our first

rodeo

WE’VE DONE THIS BEFORE.

Being in the medical self-insurance stop loss

market isn’t new to Houston International Insurance Group (HIIG). The experts and seasoned employees that founded the Company have decades of experience in this industry. In fact, HIIG was built using strategy, sound judgment, and business savvy from some of the same leaders who made this industry great from the very beginning. Don’t get thrown for a loss. Make HIIG Accident & Health your partner in stop loss.

Learn more at hiigah.com or call us at 800.796.9165.