Our Approach Services Self-Funding Results About Resources
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Health benefits that work for your company and your people

Benefits Collective builds and manages sustainable self-funded health plans for mid-market employers—cutting costs, improving care, and putting control back where it belongs.

65+
Employer groups
nationwide
98%
Client retention
rate
$10M+
Claims savings
delivered since 2024
Where your premium dollar goes
What fully-insured costs you—vs. what self-funding returns
Fully Insured Plan
$5.9M
Annual premium — 500 employees
Carrier profit & overhead$1.06M
Hidden pharmacy rebates$588K
Actual claims paid$4.23M
Your data visibilityNone
Claims
Carrier
Pharmacy
Switch
Self-Funded with Benefits Collective
$5.4M
Annual spend — same 500 employees
Carrier profit & overhead$0
Pharmacy savings+$475K
Actual claims paid$3.95M
Your data visibilityFull monthly
Claims
Stop-loss
Admin/PBM
$500K
Average year-one savings
100%
Claims data transparency
Fee-based
No commissions, no conflicts
The Status Quo

The traditional benefits model is broken — and expensive

Most employers are stuck in arrangements that hide costs, limit choices, and automatically increase every year. Your carrier profits. Your employees suffer.

Benefits Collective was built to change that. We bring the strategies used by Fortune 500 companies to mid-market employers—giving you full visibility, real control, and measurably better outcomes.

📈
Premium increases of 8–15% annually
Traditional carriers pass rising costs directly to employers with little transparency on why premiums increase or where dollars are going.
🔒
Zero visibility into your claims data
Most employers never see how their dollars are spent, making it impossible to manage costs or improve employee health outcomes.
💊
Hidden PBM spread and rebate games
Pharmacy benefit managers pocket significant rebates and spread that should flow back to your plan. Most employers have no idea this is happening.
🏥
No incentive to steer toward value
Traditional brokers are paid commissions based on premium volume—a direct conflict of interest that keeps you in expensive, status-quo arrangements.
Our Philosophy

Three principles that guide everything we do

Every recommendation, every vendor relationship, and every plan design decision is filtered through these core beliefs.

Fiduciary first

We are paid a flat, fully-disclosed fee—never commissions. Our only incentive is to deliver the best possible outcome for your organization. We act as your fiduciary, not as a sales channel for carriers.

📊

Data drives decisions

Every recommendation we make is grounded in your actual claims data, utilization patterns, and workforce demographics. We don't sell pre-packaged solutions—we build strategies from the evidence up.

🤝

Long-term partnership

We don't set up a plan and disappear at renewal. We serve as your dedicated benefits department year-round—managing vendors, monitoring claims, and proactively identifying savings opportunities.

Self-Funding 101

Why self-funding changes everything

Self-funded health plans let employers pay for employees’ healthcare costs directly, rather than paying fixed premiums to a carrier.

You gain access to your own claims data, full control over plan design, and the ability to choose best-in-class vendors—while keeping the money your employees don’t spend.

See if you’re a fit
Feature
Fully Insured
Self-Funded
Claims Visibility
None — carrier keeps data
Full transparency + reporting
Unused Premiums
Kept by the carrier
Returned to your plan
Plan Design Control
Limited to carrier templates
Fully customized
Pharmacy
Bundled, hidden rebates
Transparent, pass-through PBM
Cost Predictability
Annual premium shock
Stop-loss protection + data-driven budgeting
Broker Compensation
Commission on premium volume
Fee-based, fully disclosed
Client Results

Real employers. Real savings.

We measure our success by the outcomes our clients achieve—not the premiums we can collect.

"
I have had an exceptional experience working with The Benefits Collective team for our company’s health insurance needs. They have partnered us with several companies to bring cost savings to employees and to our company.
MD
Director of HR, Manufacturing — 350 employees
"
Thank you for being a visionary in the health benefits field and consistency over the past few years. After hearing your approach, I knew it was the right path for us.
BC
Director of HR, Manufacturing — 200 employees
"
Before we met Benefits Collective, we were coming to terms with the fact that it would be yet another year where we would see an increase in premiums coupled with a decrease in benefits. Our benefits felt more like a liability. After one year with BC, we were excited about our benefits, had richer plans than before all with a lower cost.
JW
CFO, Transportation — 150 employees
"
Finding the right insurance broker for our business was initially overwhelming. However, Oakmont made the process much simpler. They clearly explained all the available options, provided insights into improving our strategy in the future, and have consistently offered excellent customer service.
RR
HR Leader, Manufacturing — 350 employees
"
Since 2020, Benefits Collective has been our trusted partner for benefits. They’re highly responsive, create affordable plans that fit our needs, and explain complex topics in simple terms. What we value most is their transparency—they provide honest feedback on what’s working and what isn’t, while giving us the information we need to make the best decisions for our company and employees.
TC
VP of People, Construction — 250 employees
"
I have had an exceptional experience working with The Benefits Collective team for our company’s health insurance needs. They have partnered us with several companies to bring cost savings to employees and to our company.
MD
Director of HR, Manufacturing — 350 employees
"
Thank you for being a visionary in the health benefits field and consistency over the past few years. After hearing your approach, I knew it was the right path for us.
BC
Director of HR, Manufacturing — 200 employees
"
Before we met Benefits Collective, we were coming to terms with the fact that it would be yet another year where we would see an increase in premiums coupled with a decrease in benefits. Our benefits felt more like a liability. After one year with BC, we were excited about our benefits, had richer plans than before all with a lower cost.
JW
CFO, Transportation — 150 employees
"
Finding the right insurance broker for our business was initially overwhelming. However, Oakmont made the process much simpler. They clearly explained all the available options, provided insights into improving our strategy in the future, and have consistently offered excellent customer service.
RR
HR Leader, Manufacturing — 350 employees
"
Since 2020, Benefits Collective has been our trusted partner for benefits. They’re highly responsive, create affordable plans that fit our needs, and explain complex topics in simple terms. What we value most is their transparency—they provide honest feedback on what’s working and what isn’t, while giving us the information we need to make the best decisions for our company and employees.
TC
VP of People, Construction — 250 employees
About Us

A different kind of benefits firm

Benefits Collective was founded on a simple belief: mid-market employers deserve the same sophisticated benefits strategies that large corporations use—without the complexity or the conflict of interest.

We operate on a transparent, fee-based model—fully disclosed, no hidden commissions. Our success is tied directly to your outcomes.

Work with us
Fee-based and fiduciary
Our compensation is fully transparent and disclosed. We are paid a flat fee—never commissions tied to premium volume.
🎯
Mid-market specialists
We exclusively serve employers with 100–5,000 employees. We know your world, your challenges, and your opportunities better than anyone.
🌐
Nationwide reach
We work with employers across every state and industry sector, with deep expertise in regulatory compliance and multi-state plan administration.
🔬
Evidence-based strategies
Every recommendation is grounded in data, industry research, and proven results—not carrier relationships or sales incentives.
Get Started

Ready to take control of your healthcare spend?

Schedule a no-obligation consultation. We’ll analyze your current plan, estimate your savings opportunity, and show you exactly how a self-funded strategy could work for your organization.

No pressure. No commitment. Just a conversation.