BSI Corporate Benefits
BSI Corporate Benefits is an independent employee benefits consulting firm founded in 2003 that advises mid-market and small employers on plan design, self-funding, cost containment, and compliance using its proprietary BSI CORE platform.
- Company typePrivate
- Founded2003
- HeadquartersBethlehem, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What BSI Corporate Benefits does
BSI Corporate Benefits is a privately held, independent employee benefits consulting firm founded in 2003 by Tony DaRe and headquartered in Bethlehem, Pennsylvania, with a second office in Southfield, Michigan. The firm advises employers on benefits strategy, plan design, carrier negotiations, self-funded administration, cost containment, and regulatory compliance (ERISA, HIPAA, ACA, COBRA). It is organized around distinct practice areas including Employee Benefits Solutions, BSI CORE (self-funded platform), Health Solutions Practice, Compliance Solutions, HCM Consulting, and Cost Containment, with leadership including CGO Nick Tranguch, EVP Shawn Hughes, CPO Val Lewis, CoS Kelly Chando, and VP Operations Gianna Arrindell. The firm reports a 98% client retention rate and a 94 Net Promoter Score, and is ranked by MarshBerry among the top five independent benefits consulting firms in the United States.
The firm's core proprietary technology is BSI CORE, an internally developed self-funded benefits administration platform launched in 2016 for mid-market employers (100-999 employees), providing transparent health-plan management, cost-control algorithms, and claims visibility. The platform was endorsed by the Lehigh Valley Business Coalition on Healthcare in 2017. Complementing BSI CORE are the Health Solutions Practice, which uses predictive analytics and clinical intelligence to identify high-risk members for early intervention; a Senior Manager of Data Analytics & Underwriting function; and HCM consulting, benefits administration, and CRM systems operated by Chris DeLuca and Dan Bullen. The firm holds licenses with over 50 insurance carriers.
BSI makes money through quote-based annual consulting engagements, recurring advisory retainers, and managed services for self-funded plan administration, clinical programs, and compliance work. Pricing is not publicly disclosed and varies by client size, plan complexity, and scope. Go-to-market is enterprise field sales via direct relationships with HR leaders, CFOs, and CEOs at mid-market and small-business employers, supported by account-management teams in East Coast and Midwest offices. The customer base spans mid-market (100-999 employees) as the primary segment, small business (2-99 employees) post-Ashner Agency acquisition, with selected large enterprise (1000+), manufacturing, and higher-education verticals. Growth strategies target expansion into New Jersey and New York, leveraging strategic partnerships, referrals, and SHRM Recertification General Provider status through 2028.
BSI Corporate Benefits firmographics
Firmographics- Name
- BSI Corporate Benefits
- Legal name
- BSI Corporate Benefits
- Website
- https://bsicorporate.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- BSI Corporate Benefits is an independent employee benefits consulting firm founded in 2003 that advises mid-market and small employers on plan design, self-funding, cost containment, and compliance using its proprietary BSI CORE platform.
- Ownership category
- akta.pro rank
BSI Corporate Benefits industry classification
Industry- Product category
- Employee Benefits Consulting
- NAICS
- Insurance Agencies and Brokerages (524210), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Health and Welfare Funds (525120)
- SIC
- Insurance Agents, Brokers & Service (6411), Hospital & Medical Service Plans (6324)
- akta.pro primary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
- akta.pro secondary industries
- Benefits Administration (BPACAPAC), Self-Funded (ERISA) Employer Plans (HLAEAAAC), Ancillary Employer Benefits (Life/Disability/Accident/Critical Illness) (HLAEAAAK), Benefits Administration & Enrollment Support (BPAAAIAB)
Keywords
Where BSI Corporate Benefits is headquartered
LocationHeadquarters
- HQ city
- Bethlehem
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
BSI Corporate Benefits business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Benefits Consulting & Advisory Services: BSI generates revenue primarily through consulting fees for employee benefits advisory services including plan design, carrier negotiations, compliance guidance, and strategic planning. Services are delivered through account teams with annual renewals as key revenue events.
- Self-Funded Administration (BSI CORE): Revenue from administering self-funded health plans through BSI's proprietary CORE platform, providing transparent administration, cost containment, and stop-loss coordination for mid-market employers.
- Compliance Solutions & Regulatory Advisory: Fees for compliance solutions covering ERISA, HIPAA, ACA, COBRA, and other regulatory requirements including Form 5500 filing support and PCORI fee guidance.
- Health Solutions Practice Programs: Clinical program management services including population health analytics, medication adherence programs, and care coordination for self-funded clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise consulting engagements |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
BSI Corporate Benefits product offering
Product offeringCore offering
BSI Corporate Benefits is an employee benefits consulting firm that advises employers on strategic benefits planning, plan design, carrier negotiations, and regulatory compliance (ERISA, HIPAA, ACA, COBRA). Its flagship BSI CORE platform administers self-funded health plans for mid-market employers, complemented by the Health Solutions Practice for proactive clinical management and HCM consulting for benefits administration. Services are delivered through dedicated account teams on annual retainer/engagement structures.
Product overview
BSI Corporate Benefits is an employee benefits consulting firm offering a portfolio of integrated services centered around their proprietary BSI CORE self-funded platform. The platform is complemented by specialized practice areas including the Health Solutions Practice (HSP) for clinical health management, Compliance Solutions for regulatory guidance, and HCM Consulting for human capital management. The firm also provides cost containment strategies and strategic benefits planning to help employers control healthcare costs while delivering competitive employee benefits programs.
Differentiator
Problem solved
Functional benefit
Brands
- BSI CORE: Proprietary self-funded platform for controlling healthcare costs, launched in 2016 for mid-market clients and endorsed by the Lehigh Valley Business Coalition on Healthcare (LVBCH) in 2017.
- BSI Health Solutions Practice (HSP)
Products and services
- BSI CORE (Self-Funded Platform) Proprietary self-funded health plan administration platform for mid-market employers (100-999 employees) that provides transparent health plan management, cost containment strategies, claims visibility, and stop-loss coordination. Developed internally by BSI and launched in 2016.
- Employee Benefits Solutions Comprehensive employee benefits consulting services including strategic benefits planning, plan design, carrier negotiations, and annual renewals for employer clients.
- BSI Health Solutions Practice (HSP) Proactive clinical health management service that uses advanced analytics to identify high-risk members for early intervention, coordinate care with clinicians and pharmacists, and manage chronic conditions to reduce employer healthcare costs.
- BSI Compliance Solutions
Quantifiable outcome
- 98% client retention rate since company inception in 2003
- +4 more outcomes
Companies that use BSI Corporate Benefits
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles3 records
BSI Corporate Benefits technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature5 records
BSI Corporate Benefits partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Moravian UniversitycoreEducational partnership where Moravian University co-designed programs to meet BSI's strategic goals. Partnership focuses on workforce development and potentially includes student internship programs and academic collaboration.
- Habitat Lehigh ValleyminorBSI partnered with Habitat Lehigh Valley to fund renovation of a block of homes in Allentown, demonstrating corporate social responsibility and community investment.
- Lehigh Valley Business Coalition on Healthcare (LVBCH)coreLVBCH provided independent recognition and endorsement of BSI CORE self-funded platform in 2017, validating the platform's effectiveness for controlling healthcare costs. Tony DaRe is a designated partner of LVBCH.
- St. Luke's University Health NetworkcoreTony DaRe and wife Adrienne made a $1 million donation to St. Luke's University Health Network to fund the Women & Babies Tower at the Allentown campus and create a scholarship endowment for Temple/St. Luke's Medical School. Tony serves on nonprofit board.
- KidsPeacecoreBSI serves as integral benefits partner for KidsPeace, developing and delivering healthcare benefits packages for associates and dependents. Shawn Hughes serves on KidsPeace Board of Associates.
- SHRMcoreSHRM named BSI as Recertification General Provider through 2028, allowing BSI to provide continuing education credits for HR professionals through SHRM-certified programs.
- Greater Lehigh Valley Chamber of CommercecoreTony DaRe serves on the Governor's board of Greater Lehigh Valley Chamber of Commerce, providing strategic influence and networking opportunities.
- Miller-Keystone Blood CenterminorTony DaRe serves on nonprofit board of Miller-Keystone Blood Center as part of community leadership commitment.
- United WaycoreTony and Adrienne DaRe co-chaired the 2023-2024 United Way campaign, raising a record-breaking $25 million for the local community.
- 50+ Insurance CarrierscoreBSI holds licenses with over 50 insurance carriers nationwide, enabling comprehensive market access for client carrier negotiations and plan options.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
BSI Corporate Benefits competitors and assessment
Company assessmentBroad incumbents
- USI Insurance Services: USI is a top-10 U.S. insurance brokerage with strong employee benefits consulting and proprietary programs (e.g., USI ONE platform). Comparable to BSI in mid-market benefits consulting focus and self-funded platform emphasis, but with far broader national reach and resources.
- Brown & Brown: Brown & Brown is a large publicly traded insurance brokerage with a national employee benefits practice serving mid-market and large employers. Comparable to BSI in benefits brokerage/consulting services and carrier-relationship-driven model, with greater geographic and capital scale.
- Lockton: Lockton is the world's largest independent insurance brokerage, with deep employee benefits consulting practices targeting mid-market and enterprise clients. Directly comparable to BSI in independent ownership structure and benefits consulting focus, though at vastly greater scale.
- Aon: Aon is a global professional services firm with a major health and benefits practice advising large and mid-market employers on benefits strategy, broking, and administration. Comparable to BSI in benefits consulting and brokerage, with vastly greater global resources and acquired scale (NFP).
- Willis Towers Watson (WTW): WTW is a global advisory, broking, and solutions company with a substantial health and benefits practice serving mid-market and large employers. Comparable to BSI in benefits consulting and self-funded advisory, with global scale and actuarial capabilities.
- Marsh McLennan (Mercer): Mercer, part of Marsh McLennan, is a global consulting leader in health and benefits, advising large and mid-market employers on benefits strategy, design, and administration. Comparable to BSI in benefits consulting and self-funded advisory but at enterprise/global scale.
Direct peers
- Alera Group: Alera Group is a national independent insurance brokerage formed via roll-up of regional agencies, providing employee benefits, property/casualty, and wealth services to mid-market employers. Comparable to BSI in independent ownership, mid-market benefits consulting focus, and acquisitive growth posture.
- Holmes Murphy: Holmes Murphy is an independent insurance brokerage specializing in employee benefits, risk management, and population health management for mid-market employers. Closely comparable to BSI in independent ownership, mid-market focus, and integrated benefits/clinical advisory approach.
- OneDigital: OneDigital is a leading independent employee benefits consulting firm with a national footprint, providing advisory, brokerage, and technology-enabled benefits administration to mid-market and large employers. Directly comparable to BSI in target customer (mid-market), service mix (consulting + self-funded administration), and growth-stage positioning.
- NFP (an Aon company): NFP is a major independent insurance broker and benefits consultant serving mid-market and large employers across the U.S. with property/casualty, benefits, and wealth advisory. Comparable to BSI in benefits brokerage focus and employer-client base, with substantially greater scale and now backed by Aon.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
BSI Corporate Benefits social profiles
Digital presenceBSI Corporate Benefits compliance and trust
Trust signalCompliance9 records
BSI Corporate Benefits financial estimates
Financial estimateRevenue estimate
Valuation estimate
BSI Corporate Benefits leadership team
Management profileNumber of profiles
Profiles6 records
BSI Corporate Benefits subsidiaries and ownership
Company hierarchySubsidiaries1 record
BSI Corporate Benefits funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BSI Corporate Benefits M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BSI Corporate Benefits
What does BSI Corporate Benefits do?
BSI Corporate Benefits is an employee benefits consulting firm that advises employers on strategic benefits planning, plan design, carrier negotiations, and regulatory compliance (ERISA, HIPAA, ACA, COBRA). Its flagship BSI CORE platform administers self-funded health plans for mid-market employers, complemented by the Health Solutions Practice for proactive clinical management and HCM consulting for benefits administration. Services are delivered through dedicated account teams on annual retainer/engagement structures.
Is BSI Corporate Benefits a public or private company?
BSI Corporate Benefits is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was BSI Corporate Benefits founded?
BSI Corporate Benefits was founded in 2003. It employs 51 to 100 people.
Where is BSI Corporate Benefits based?
BSI Corporate Benefits is headquartered in Bethlehem, United States, in the North America region.
How does BSI Corporate Benefits make money?
Four revenue lines are on record. Benefits Consulting & Advisory Services are the primary driver. The others are self-Funded Administration (BSI CORE), compliance Solutions & Regulatory Advisory and health Solutions Practice Programs.
Who are BSI Corporate Benefits's main competitors?
Broad incumbents on record are USI Insurance Services, Brown & Brown, Lockton, Aon, Willis Towers Watson (WTW) and Marsh McLennan (Mercer). Direct peers are Alera Group, Holmes Murphy, OneDigital and NFP (an Aon company).
Does BSI Corporate Benefits have an API?
No public API is recorded for BSI Corporate Benefits.
What industry is BSI Corporate Benefits in?
BSI Corporate Benefits's product category is Employee Benefits Consulting. Its primary akta.pro industry code is FSAEADAC, Employee Benefits Brokerage & Consulting, with a secondary code of BPACAPAC, Benefits Administration. Its NAICS code is 524210 and its SIC code is 6411.