Case studies with audited numbers.
Every BENEFITRA case study below is a real client outcome. We name the funding options we modeled, the dollars we moved, and the trade-offs the owner weighed. No fabricated testimonials. No inflated stats. If a number is here, we can defend it on a discovery call.
How a Growing Construction Company Added $98K+ in Annual Value to Strengthen Its Sale Position
Owner targeting a 3-5 year sale. We replaced informal individual reimbursements (an ACA compliance liability) with a compliant Taft Hartley structure plus bundled HR and pay-as-you-go workers' comp.
How a 30-Person Operations Company Escaped 9.6% Renewals and Locked in Predictable Costs — While Upgrading Benefits
Facing a 9.6% renewal increase on top of three prior years of compounding hikes. We moved them to a flat-rate Taft Hartley plan with predictable annual budgeting and a stronger national network.
How a Fast-Growing Mortgage Company Cut $22K/Year While Upgrading from a Limited HMO to a Nationwide PPO
Hiring across multiple states meant their narrow HMO no longer fit. We moved them to a nationwide PPO with broader access — at lower total cost.
How a NY Real Estate Company Avoided a 96% Premium Increase and Built a Talent Magnet Benefits Package
State-subsidy threshold passed, looking down a 96% renewal. We modeled six funding options. The PEO route was 5.8x-31x more valuable for talent retention than the cost savings alone.
How a Skyscraper Window Installer Cut ~$115K/Year in Workers' Comp + Admin Cost
Working with the largest national PEO but stuck with high WC rates, slow HR support, and no path to real benefits. We moved them to a national PEO partner specializing in blue-collar trades.
Want a case study built around your business?
Every case study above started as a 30-minute discovery call with a strategist who modeled six funding options against the owner's actual situation — fully insured, level-funded, captive, MEWA, Taft Hartley, and PEO. We do the same for you, with no obligation. If the math doesn't move for your group, we'll tell you straight.
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