Benefits by Design - Case Study #1 Private School with 55 Employees
Goal: Shift resources from high-cost benefits to expanded options at a lower cost

Case Study #1: Private School with 55 Employees
Goal: Shift resources from high-cost benefits to more options at a lower cost
Our Free Benefits Analysis Identified Savings Opportunities:
Initial Results:
✅
More Carrier Options – Expanded medical plan choices beyond a single provider.
✅
Cost-Effective Employer Contributions – Based on an
anchor plan with identical benefits to the previous plan.
✅
Flexible Employee Choices – Employees could
buy up or down while employer costs remained fixed.
✅
Major Savings Achieved –
$20,000 saved per month → Over
$200,000 per year in reduced costs.
Update (2 Years Later):
✅
Life & Disability Benefits Market Review – Found another carrier offering
identical coverage for
$4,000 less per year.
✅
Negotiation Success – The
current insurer matched the lower rate, saving money
without switching carriers.
Results:
💰
Significant cost savings without reducing benefits.
🎯
Better plan flexibility while controlling employer expenses.
Want a free benefits analysis for your organization?
📞 Call: 415-524-8959 | 760-696-3573
📧 Email:
admin@benefitsbydesignca.com