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Strategic Alliances
Strategic Alliances

CBC delivers the best of breed solutions for our clients.  We are proud to showcase our dedicated partners.

Legal Services

CBC has built strategic alliances with a range of legal expertise.  This team assists CBC and their clients with up to date compliance issues as well as generic counsel and if need be litigation. 

Areas of expertise:

  • Insurance Law
  • Technology
  • Contract Law
  • Labor and Employment

Our Partners:

Haynes and Boone have matured into one of the largest and fastest-growing law firms in the U.S. specialty practices in the following areas:

  • Wrongful Denial of Benefits
  • Breach of Fiduciary Duties
  • Prohibited Transactions
  • Top Hat Plans
  • Complex ERISA Preemption Issues
  • Benefit Discrimination/Retaliation Claims
  • Insurance Coverage Litigation
  • Insurance Coverage Counseling
  • Insurance Policies

Ogletree Deakins Law Firm Logo
Ogletree Deakins is one of America's leading labor and employment law firms. Serving as advocates for management, we have a national reputation for legal excellence and responsive client service. Ogletree Deakins' labor and employment practice is complemented and supported by related practice

groups in the areas of business immigration, litigation, employee benefits, environmental law, occupational safety and health, and construction law.

Consultative Services

Milliman is among the world’s largest independent actuarial and consulting firms, with revenues of $522 million in 2007. Founded in Seattle in 1947, we currently have 49 offices in key locations worldwide. Our staff of 2,100 people includes more than 1,100 qualified consultants and actuaries. We are owned and managed by approximately 300 principals—senior consultants whose selection is based on their technical, professional and business achievements.

Beth Walker- Virtual CFO
Beth created the Virtual CFO™ process, effectively integrating the fundamentals of comprehensive financial planning with the unique risks and rewards associated with executive compensation.  Beth also conducts dozens of financial education programs for companies interested in providing on-going instruction for their most valuable resource – their employees.

Work Site Services:

  • 401k Due Diligence                                       
  • College Cost Analysis and Recommendations
  • 401k Investment Advisory Services              
  • Payroll Deduction 529 Programs
  • Retirement Income Planning                         
  • Deferred Compensation Programs
  • Supplemental Disability Income & Gap Analysis     
  • Stock Option Planning and Education
  • Supplemental Life Insurance & Gap Analysis           
  • Executive Bonus Programs

5500 Tax Group

CBC files our clients 5500’s through 5500 Tax Group, a team of Certified Public Accountants that specialize in providing quality federal reporting and compliance for retirement plans, welfare benefit plans and Direct Filing Entities.  They understand the complexities around benefit plans and will work directly with vendors, actuaries, and third-party plan administrators, as well as audit teams to gather the necessary information to complete governmental filings.

BMI Audit
BMI Audit Services, LLC is an independent professional services firm focusing exclusively on audits of health care benefits plans.  BMI offers comprehensive audit solutions for:

  • Medical plans
  • Prescription drug plans
  • Dental plans
  • Eligibility
  • Operational/Performance
  • Managed Care discount validation
  • Hospital bill/Large claims
  • Other customized specialty benefits-related audits

Our professional staff relies on proven audit techniques to examine group health care benefits transactions.  By combining clinical logic, technical data base applications, industry insight, effective investigative techniques, and years of auditing expertise, we provide unparalleled results.

Service Providers


Benefits Online is a service-oriented organization that offers benefit enrollment and administration solutions to employers, brokers and benefit providers. 


Zywave is a pioneer in developing industry-leading employee benefits insurance software solutions for brokers and their clients. Our insurance agency software includes agency management, claims data analysis, benefit plan analysis, compliance, risk management, client communication, agency marketing, and pharmacy benefit management solutions.

HSA Bank®, a division of Webster Bank, N.A., member FDIC, is one of the nation's leading Health Savings Account (HSA) administrators. HSA Bank offers several online systems for its HSA, including: online enrollment, online transfer, dedicated Employer Administration Area and Internet Banking. HSA Bank provides dedicated, knowledgeable service to all accountholders and business relationships.


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