Minnesota administrators ranked by total enrollment in ...outsourceone.com/Files/business journal...

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® Top 25 List Third-party Benefit Administrators Minnesota administrators ranked by total enrollment in group accounts Research by Tom Smith BUSINESS JOURNAL Rank 2011 rank Name/Address/Phone Total enrollment 1 <100 100-499 500-2,000 >2,000 Group accounts Employees 2 Plans and services offered 3 Top MN executive Executive e-mail Website 1 3 Benesyst Inc. 800 Washington Ave. N., Eighth floor Minneapolis, MN 55401 (612) 746-3112 483,000 13% 40% 26% 21% 230 92 Online benefits enrollment and eligibility manage- ment; employee self-serve; wellness reward programs, FSA, pre-tax commuter, HRA, COBRA Rob Contin [email protected] benesyst.net 2 1 Ascensus 4 124 Eighth Ave. N.E. Brainerd, MN 56401 (218) 855-6000 416,773 96% 3% 1% 0% 16,100 440 401(k), ERISA 403(b), profit sharing, DC pension plans, eligibility tracking, auto enrollment and deferral increase, targeted communications Steve Christenson [email protected] ascensus.com 3 4 Outsource One Inc. 730 Second Ave. S., Suite 530 Minneapolis, MN 55402 (612) 338-7940 352,000 3% 27% 45% 25% 167 60 Online benefits administration, enrollment, consolidated billing, COBRA/retiree, FSA/HRA/ HSA/transit and debit cards, call center William Mehus [email protected] outsourceone.com 4 5 Alerus Retirement Solutions 5 2 Pine Tree Drive Arden Hills, MN 55112 (651) 746-6088 155,556 82% 15% 2% 1% 2,171 94 401(k), profit sharing, money purchase, ESOP, 403(b), nonqualified, compliance, administration, prototype documents, participant education Laura Tiemann [email protected] alerusretirementsolutions.com 5 9 Alliance Benefit Group 6 201 E. Clark St. Albert Lea, MN 56007 (507) 377-2919 127,500 66% 32% 1% 1% 2,198 110 401(k), 403(b), pension, profit sharing, ESOP, FSA, HSA, HRA, COBRA, health, disability, dental, vision, employee education, payroll Steven Pulley [email protected] abgncs.com 6 6 Comprehensive Care Services Inc. 7 1750 Yankee Doodle Road Eagan, MN 55121 (651) 662-5425 121,698 NP NP NP NP 166 93 Health and pharmacy products, CDHP, PPO, scal- able health and wellness programs, remote claims processing, stop loss, COBRA, life Christine Walch [email protected] ccstpa.com 7 7 MMSI Inc. 4001 41st St. N.W. Rochester, MN 55901 (507) 538-5039 106,000 6% 34% 10% 50% 32 200 CDHP administration; pharmacy-benefit, disease, case and utilization management; comprehensive health-plan reporting and strategic analysis Brian Rotty [email protected] mmsiservices.com 8 11 PreferredOne Administrative Services 8 6105 Golden Hills Drive Golden Valley, MN 55416 (763) 847-4000 71,578 27% 53% 16% 4% 135 310 Open access HMO, group and individual insur- ance products; HSA/HRA consumer-driven high-deductible medical plans; PPO Marcus Merz [email protected] preferredone.com 9 12 Eide Bailly Employee Benefits 9 800 Nicollet Mall, Suite 1300 Minneapolis, MN 55402 (612) 253-6500 66,000 66% 21% 10% 3% 150 30 Flexible spending, HRA, HSA, COBRA, retiree- billing and transit-plan administration Linda Heuer [email protected] eidebaillybenefits.com 10 13 TSC 7300 Metro Blvd., Suite 450 Edina, MN 55439 (952) 806-4300 61,268 91% 8% 1% 0% 1,546 45 401(k), profit sharing, 403(b), 457, prevailing wage, defined benefit, ESOP Gary Zurek [email protected] tsc401k.com 11 10 Lurie Besikof Lapidus & Co. 2501 Wayzata Blvd. Minneapolis, MN 55405 (612) 377-4404 60,000 90% 8% 2% 0% 750 130 Third-party administration, actuarial services and plan design Beth Leonard [email protected] lblco.com 11 13 Zenith American Solutions Inc. 10 2520 Pilot Knob Road, Suite 325 Mendota Heights, MN 55120 (651) 256-1900 60,000 0% 40% 40% 20% 32 45 FSAs, HRAs, HSAs, health and welfare claims, dental claims, disability claims, case management and utilization review, pension administration Darrin Drosky [email protected] zenith-american.com 13 15 Benefit Extras Inc. P.O. Box 1815 Burnsville, MN 55337 (952) 435-6858 39,208 90% 8% 1% 1% 741 9 Flex and cafeteria administration, COBRA admin- istration, consolidated billing services, employee benefit statements Chris Erickson chris@benefitextras.com benefitextras.com 14 16 Midwest Dental Benefits 1335 Industrial Blvd., Suite 100 Minneapolis, MN 55413 (612) 767-9100 35,000 60% 35% 3% 2% 130 9 Self-funded dental and vision benefits; procedure, dollar-based and hybrid plans; open-access model Debi Loder [email protected] mdbtpa.com 15 17 Corporate Health Systems 5153 Technology Drive Eden Prairie, MN 55344 (952) 939-0911 21,715 55% 35% 10% 0% 143 30 Insurance, consulting, enrollment, consolidated billing, employee communication, COBRA, flexible spending and transportation, HSA, VEBA plans Robert Hanlon [email protected] corphealthsys.com 16 18 Flex Compensation Inc. 5775 Wayzata Blvd., Suite 690 St. Louis Park, MN 55416 (952) 544-8332 20,200 60% 20% 15% 5% 82 20 Administrative services for FSA, HRA, HSA, COBRA, retiree billing and self-insured medical and dental plans Gary Bohline gabohline@flexcompensation.com flexcompensation.com 17 NR 401kadm.com / JV Associates Ltd. P.O. Box 520 Hutchinson, MN 55350 (320) 234-6274 20,000 98% 1% 0% 1% 302 4 Retirement plan design and administration, valua- tion, testing, IRS and DOL filings, retirement-plan compliance support Vern Vliet [email protected] 401kadm.com 18 19 CDS Administrative Services 331 Third St. S.W., Suite 2 Willmar, MN 56201 (320) 235-3311 8,470 94% 6% 0% 0% 385 7 Design and administration of 401(k), flexible- benefits and HRA plans; HSA administration Valerie Amberg [email protected] cdscpa.com FOOTNOTES Abbreviations: CDHP = Consumer-directed health plans COBRA = Consolidated Omnibus Budget Reconciliation Act DC = Defined contribution DOL = U.S. Department of Labor ERISA = Employee Retirement Income Security Act ESOP = Employee stock ownership plan FSA = Flexible spending account HMO = Health maintenance organization HRA = Health reimbursement arrangement HSA = Health savings account IRS = Internal Revenue Service NP = Not provided NR = Not ranked PPO = Preferred provider organization VEBA = Voluntary Employee Beneficiary Association Footnotes: 1. Total participant, subscriber or employee enrollment in group accounts in 2011 2. In Minnesota 3. Edited to fit 4. Headquarters: Dresher, Pa. 5. Headquarters: Grand Forks, N.D. 6. Full name is Alliance Benefit Group North Central States Inc. 7. Owned by Blue Cross Blue Shield of Minnesota. Ranking figure is “contracts:” An enrollee in multiple products counts only once. Member head count on Dec. 31, 2011, was 267,736. 8. Owned by Fairview Health Services, North Memorial Health Care and PreferredOne Physicians Associates 9. Headquarters: Fargo, N.D. 10. Headquarters: Tampa, Fla. Notes: — Businesses headquartered in Minnesota reported total enrollment and number of group accounts for all operations. Businesses headquartered outside the state provided these numbers for Minnesota operations only. — Meritain Health, No. 2 on last year’s list, removed itself from this category; SOMI, No. 8 last year, declined to participate this year. Source: Company representatives Mehus Walch Amberg Heuer Vliet This article appeared in Volume 30, Number 3 of the Minneapolis/St. Paul Business Journal on June 15, 2012, page 6. It has been reprinted by the Minneapolis/St. Paul Business Journal and further reproduction by any other party is strictly prohibited. Copyright ©2012 Minneapolis/St. Paul Business Journal, 333 South 7th Street, Suite 350, Minneapolis, MN 55402

Transcript of Minnesota administrators ranked by total enrollment in ...outsourceone.com/Files/business journal...

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Top 25 List Third-party Benefit AdministratorsMinnesota administrators ranked by total enrollment in group accounts Research by Tom Smith

Business Journal

Rank2011rank Name/Address/Phone

Total enrollment1

<100

100-499500-2,000

>2,000

Groupaccounts

Employees2 Plans and services offered3

Top MN executive Executive e-mail Website

1 3Benesyst Inc. 800 Washington Ave. N., Eighth floor Minneapolis, MN 55401 (612) 746-3112

483,00013% 40%

26% 21%

230 92

Online benefits enrollment and eligibility manage-ment; employee self-serve; wellness reward programs, FSA, pre-tax commuter, HRA, COBRA

Rob [email protected] benesyst.net

2 1Ascensus4 124 Eighth Ave. N.E. Brainerd, MN 56401 (218) 855-6000

416,77396% 3%

1% 0%

16,100 440

401(k), ERISA 403(b), profit sharing, DC pension plans, eligibility tracking, auto enrollment and deferral increase, targeted communications

Steve Christenson [email protected] ascensus.com

3 4Outsource One Inc. 730 Second Ave. S., Suite 530 Minneapolis, MN 55402 (612) 338-7940

352,0003%

27%45% 25%

167 60

Online benefits administration, enrollment, consolidated billing, COBRA/retiree, FSA/HRA/HSA/transit and debit cards, call center

William [email protected] outsourceone.com

4 5Alerus Retirement Solutions5 2 Pine Tree Drive Arden Hills, MN 55112 (651) 746-6088

155,55682% 15%

2% 1%

2,171 94

401(k), profit sharing, money purchase, ESOP, 403(b), nonqualified, compliance, administration, prototype documents, participant education

Laura Tiemann [email protected] alerusretirementsolutions.com

5 9Alliance Benefit Group6

201 E. Clark St. Albert Lea, MN 56007 (507) 377-2919

127,50066% 32%

1% 1%

2,198 110

401(k), 403(b), pension, profit sharing, ESOP, FSA, HSA, HRA, COBRA, health, disability, dental, vision, employee education, payroll

Steven Pulley [email protected] abgncs.com

6 6Comprehensive Care Services Inc.7 1750 Yankee Doodle Road Eagan, MN 55121 (651) 662-5425

121,698NPNP

NPNP

166 93

Health and pharmacy products, CDHP, PPO, scal-able health and wellness programs, remote claims processing, stop loss, COBRA, life

Christine [email protected] ccstpa.com

7 7MMSI Inc. 4001 41st St. N.W. Rochester, MN 55901 (507) 538-5039

106,0006%

34%10% 50%

32 200

CDHP administration; pharmacy-benefit, disease, case and utilization management; comprehensive health-plan reporting and strategic analysis

Brian Rotty [email protected] mmsiservices.com

8 11

PreferredOne Administrative Services8 6105 Golden Hills Drive Golden Valley, MN 55416 (763) 847-4000

71,57827% 53%

16% 4%

135 310

Open access HMO, group and individual insur-ance products; HSA/HRA consumer-driven high-deductible medical plans; PPO

Marcus Merz [email protected] preferredone.com

9 12Eide Bailly Employee Benefits9 800 Nicollet Mall, Suite 1300 Minneapolis, MN 55402 (612) 253-6500

66,00066% 21%

10% 3%

150 30

Flexible spending, HRA, HSA, COBRA, retiree-billing and transit-plan administration

Linda Heuer [email protected] eidebaillybenefits.com

10 13TSC 7300 Metro Blvd., Suite 450 Edina, MN 55439 (952) 806-4300

61,26891% 8%

1% 0%

1,546 45

401(k), profit sharing, 403(b), 457, prevailing wage, defined benefit, ESOP

Gary Zurek [email protected] tsc401k.com

11 10Lurie Besikof Lapidus & Co. 2501 Wayzata Blvd. Minneapolis, MN 55405 (612) 377-4404

60,00090% 8%

2% 0%

750 130

Third-party administration, actuarial services and plan design

Beth Leonard [email protected] lblco.com

11 13Zenith American Solutions Inc.10 2520 Pilot Knob Road, Suite 325 Mendota Heights, MN 55120 (651) 256-1900

60,0000%

40%40% 20%

32 45

FSAs, HRAs, HSAs, health and welfare claims, dental claims, disability claims, case management and utilization review, pension administration

Darrin Drosky [email protected] zenith-american.com

13 15Benefit Extras Inc. P.O. Box 1815 Burnsville, MN 55337 (952) 435-6858

39,20890% 8%

1% 1%

741 9

Flex and cafeteria administration, COBRA admin-istration, consolidated billing services, employee benefit statements

Chris Erickson [email protected] benefitextras.com

14 16Midwest Dental Benefits 1335 Industrial Blvd., Suite 100 Minneapolis, MN 55413 (612) 767-9100

35,00060% 35%

3% 2%

130 9

Self-funded dental and vision benefits; procedure, dollar-based and hybrid plans; open-access model

Debi Loder [email protected] mdbtpa.com

15 17Corporate Health Systems 5153 Technology Drive Eden Prairie, MN 55344 (952) 939-0911

21,71555% 35%

10% 0%

143 30

Insurance, consulting, enrollment, consolidated billing, employee communication, COBRA, flexible spending and transportation, HSA, VEBA plans

Robert Hanlon [email protected] corphealthsys.com

16 18Flex Compensation Inc. 5775 Wayzata Blvd., Suite 690 St. Louis Park, MN 55416 (952) 544-8332

20,20060%20%

15% 5%

82 20

Administrative services for FSA, HRA, HSA, COBRA, retiree billing and self-insured medical and dental plans

Gary Bohline [email protected] flexcompensation.com

17 NR401kadm.com / JV Associates Ltd. P.O. Box 520 Hutchinson, MN 55350 (320) 234-6274

20,00098% 1%

0% 1%

302 4

Retirement plan design and administration, valua-tion, testing, IRS and DOL filings, retirement-plan compliance support

Vern Vliet [email protected] 401kadm.com

18 19CDS Administrative Services 331 Third St. S.W., Suite 2 Willmar, MN 56201 (320) 235-3311

8,47094% 6%

0% 0%

385 7

Design and administration of 401(k), flexible-benefits and HRA plans; HSA administration

Valerie Amberg [email protected] cdscpa.com

FootnotesAbbreviations:CDHP = Consumer-directed health plansCOBRA = Consolidated Omnibus Budget Reconciliation ActDC = Defined contributionDOL = U.S. Department of LaborERISA = Employee Retirement Income Security ActESOP = Employee stock ownership planFSA = Flexible spending account

HMO = Health maintenance organizationHRA = Health reimbursement arrangementHSA = Health savings accountIRS = Internal Revenue ServiceNP = Not providedNR = Not rankedPPO = Preferred provider organizationVEBA = Voluntary Employee Beneficiary Association

Footnotes:1. Total participant, subscriber or employee enrollment in group accounts in 20112. In Minnesota3. Edited to fit4. Headquarters: Dresher, Pa.5. Headquarters: Grand Forks, N.D.6. Full name is Alliance Benefit Group North Central States Inc.7. Owned by Blue Cross Blue Shield of Minnesota. Ranking figure is “contracts:” An enrollee in multiple products counts only once. Member head count on Dec. 31, 2011, was 267,736.8. Owned by Fairview Health Services, North Memorial Health Care and PreferredOne Physicians Associates 9. Headquarters: Fargo, N.D.10. Headquarters: Tampa, Fla.

Notes:— Businesses headquartered in Minnesota reported total enrollment and number of group accounts for all operations. Businesses headquartered outside the state provided these numbers for Minnesota operations only.— Meritain Health, No. 2 on last year’s list, removed itself from this category; SOMI, No. 8 last year, declined to participate this year.

Source: Company representatives

Mehus

Walch

Amberg

Heuer

Vliet

This article appeared in Volume 30, Number 3 of the Minneapolis/St. Paul Business Journal on June 15, 2012, page 6. It has been reprinted by the Minneapolis/St. Paul Business Journal and further reproduction by any other party is strictly prohibited. Copyright ©2012 Minneapolis/St. Paul Business Journal, 333 South 7th Street, Suite 350, Minneapolis, MN 55402