Case Studies

Who doesn’t love a success story?  Here are a few that demonstrate the value derived by organizations through Baker Tilly Vantagen partnerships:

FSA Administration
Implemented an FSA debit card program for a Hospital system located in Connecticut.

  • FSA participation increased by 25% as a result of the marketing and introduction of the debit card.
  • Allowed employer to realize a tax savings of approximately $53,000 per year based on the increased employee participation.

Dependent Audit
Long-standing client was looking for ways to reduce costs associated with their benefits program while ensuring that as an organization they were covering only those dependents that were eligible to be on their benefit plans. Baker Tilly Vantagen conducted a full audit of all dependents. The company’s benefit plan covered 820 employees and their dependents.

  • When evaluating the claims experience of the dropped population over the previous 18-month period, is was determined that the population was the source for over $186,000 in medical claims.

Affirmative Action
Implemented an Affirmative Action Plan for a national hotel chain.

  • Enabled client to maintain a valuable $100,000 federal contract.

Employment Regulation and Compliance
Conducted a harassment investigation for a client in the manufacturing industry.

  • Client won court case and unemployment claims based on our investigation and report, reduced unemployment claims costs and prevented legal and settlement costs.

Organizational Management and Compliance
Revised policies and procedures for a not-for-profit entity.

  • Significant cost savings for client by altering Short-Term Disability benefit plan, eliminated unnecessary leaves of absence and implemented a Paid Time Off benefit.