Client Saved an Estimated $125K

Business Situation

Our client was confident that their internal procedures were effectively controlling enrollment of new employees and eligible dependents; however, they suspected they were covering grandchildren of employees beyond a temporary period during which they had previously allowed such coverage. They engaged BMI to conduct an audit of all employees with enrolled dependents to confirm that all enrolled dependents met specific eligibility criteria defined by their plan.

Client Profile

  • Public School District

  • 516 employees covering 1,669 dependents

Audit Results

50 dependents (3.00%) failed to satisfy the plan’s eligibility criteria.

Audit Benefits

Client terminated coverage for 50 dependents (3.00% of total) saving an estimated $125,000 and achieving a “clean slate” for managing eligibility on and ongoing basis.

Client Feedback

“BMI’s audit process was well organized, communicated, and executed. Their team members were always quick to respond to our questions, send documents and answer any questions in our efforts to wrap up the audit.”