Employee Benefits for School Systems · Indiana

Protect the budget, not the carrier.

Burt Advisory designs and manages health plans for Indiana school systems. We turn benefits from a runaway line item into a controlled, transparent cost, so more of the levy reaches the classroom.

Claims analytics, ACA compliance, and weekly advocacy. Our flagship client has saved $8.9 million over six years without cutting a single benefit.

Free benchmark · No obligation · You keep the findings

The Problem

Where school benefits dollars quietly leak out

Benefits are often a district's second-largest cost after payroll. These are the four leak points we find in nearly every plan we audit.

Leak 01

Premium hikes squeeze the classroom

Every dollar of avoidable benefits cost is a dollar out of instruction, aides, and salaries. Fully insured renewals quietly do exactly that, year after year.

Leak 02

Bargaining without the real numbers

Negotiating contribution and plan design with associations is far harder when no one has audited the claims data behind the renewal.

Leak 03

Tracking aides, subs & part-timers

ACA measurement for variable-hour staff is a compliance minefield for districts. Mistakes are expensive and easy to make on a stock carrier plan.

Leak 04

No one watching between renewals

Most brokers appear once a year at renewal. By then the trend is locked. Districts need someone monitoring claims and Rx spend continuously.

What's Included

A district health plan, fully managed

From plan design through ACA compliance, here's everything we run on your behalf once you work with us.

Plan design & funding

  • Self-funded and level-funded modeling for districts
  • Stop-loss placement to cap budget risk
  • Plan design that supports bargaining, not fights it
  • Current plan review against new laws and mandates

Cost containment

  • Claims analytics and underwriting transparency
  • Pharmacy carve-out and Rx spend oversight
  • Direct provider contracts and surgical steerage
  • On-site / near-site clinics and telehealth for staff

Compliance & advocacy

  • ACA measurement for aides, subs, and part-timers
  • Weekly claims monitoring, not annual check-ins
  • Member advocacy for teachers and staff
  • Reporting your board and business office can act on

How It Works

Your first year with us

No leap of faith required. Here's exactly what happens after you say yes.

Months 1–2

Discovery & claims audit

We dig into your claims data, current contracts, and plan design, and show you where the money is going.

Months 3–4

Strategy & modeling

We model your options, funding structures, pharmacy, stop loss, cost containment, with real numbers attached to each.

Months 5–6

Market & negotiate

We take your plan to market independently and negotiate from data, not relationships alone.

Ongoing

Watch, adjust, advocate

Weekly claims monitoring, member advocacy, and proactive plan adjustments. This is where the savings compound.

FAQ

School district benefits, answered plainly

Can a school district really self-fund its health plan?+

Yes. Many Indiana districts self-fund or level-fund their health plans, capping risk with stop-loss insurance while keeping the savings when claims run lower than projected. We model self-funded, level-funded, and fully insured options against your current plan before recommending a direction.

How does self-funding affect collective bargaining?+

It strengthens your position. Because you see the actual claims data, you can negotiate contribution and plan-design changes from facts instead of a carrier's renewal letter, and show staff exactly where costs are going.

Who handles ACA tracking for aides and substitutes?+

We do. Variable-hour ACA measurement is one of the biggest compliance risks for districts, so we build the tracking and reporting into the engagement rather than leaving it to the business office.

Do you work with Indiana school districts specifically?+

Yes. Burt Advisory is based in Elkhart, Indiana and serves school systems, municipalities, and manufacturers across the state, bringing national-firm resources through the United Benefit Advisors network with local, hands-on service.

How do we find out if our current plan is overpriced?+

Start with our free benchmark. We compare your cost per member against districts your size, flag the three biggest leak points in your plan, and give you a written summary you keep, whether or not we ever work together.

Free Benchmark

See how your plan stacks up.

  • Your cost per member vs. employers your size
  • The three biggest leak points we see in your plan type
  • A written summary you keep, whether or not we ever talk again