Plans & Programs

Custom-built insurance plans (health, dental, vision, life, and more) designed to support employees while controlling costs.

Consumer Driven
Health Services

Tax-advantaged benefit tools like HSAs, FSAs, and HRAs that give employees more control over their healthcare spending.

Strategic Consulting

Data-driven guidance to optimize benefits strategy, reduce costs, and improve long-term plan performance.

Compliance Compass®

A structured approach to ensure your benefits plan stays compliant, reduces risk, and meets regulatory requirements.

Fiduciary Armor®

Ongoing oversight and analysis to protect your plan, manage fees, and ensure responsible decision-making.

Insurance Brokerage Services

Expert support in sourcing, negotiating, and managing insurance plans that align with your business goals.

COBRA

Administration of continued health coverage for employees after qualifying life events like job loss or reduced hours.

Health Rosetta

A modern framework for building transparent, high-quality, and cost-effective healthcare plans.

QSEHRA

A tax-free reimbursement solution that allows small employers to fund employees’ individual health coverage.

Our Mission

We have noticed plan design shortcomings and a lack of claim coordination leads to increased employer liability. Our team takes the time to get to know our client’s workforce to provide innovative solutions offering practical coverage.

60 Million

Americans lack access to affordable, quality healthcare

We Fix Your Healthcare®

BenefitsDNA® provides employers, plan sponsors, and Taft-Hartley funds with Healthcare and benefits advisory services. We broker insurance plans on behalf of our clients, striving for fee-based arrangements to align our incentives with our clients’ success. Collectively, our team investigates and understands the US Healthcare marketplace educating plan sponsors on their options with the ultimate goal of decreasing costs and/or enhancing coverage. Day-to-day, BenefitsDNA advocates for clients and their members ensuring they have the resources to use their benefits as they are intended without suffering undue costs or lower-quality care. Our goal every day is to get one step closer to an improved healthcare system where those who need it can afford it and will live better lives because of it.

Our Clients

BenefitsDNA advises large group plan sponsors across all industries. We understand that each plan has a unique DNA with differing needs, budgets, demographics, and benefits. Our clients are in fully insured, level-funded, captive and self-funded arrangements depending on their size, risk appetite, and other pertinent factors. There is no one-size-fits-all in healthcare and every BenefitsDNA client receives individualized attention.

Compliance Audit

Implications of the Consolidated Appropriations Act (CAA)
Ongoing Compliance Monitoring

Compliance Audit

Our Process

BenefitsDNA’s goal is to provide innovative, impactful solutions for plan sponsors with respect to their healthcare and health insurance costs. It would be pompous to think we could do that without getting to know the people that drive our clients’ businesses to understand their specific healthcare needs. We engage active decision-makers to comprehend your past, present, and what you’d like the future to hold. This information in conjunction with the data we request grants BenefitsDNA the ability to paint that future as well as educate on the necessary steps to achieve that vision. We succeed when our clients succeed.

Don't Take It From Us

This is what our clients are saying!

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