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Brokerage Services for Insurance and Employee Benefits

Key Personel

Don Hurwitz – Principal relationship for Bradley Arant Boult Cummings. Disability Specialist, and team

manager.

Ken Rideout – Works in conjunction with Don and Cole to oversee the direction of the account, manage the

team processes, attend meetings, and be a direct resource for Bradley Arant Boult Cummings.

Cole Harris –Works with Ken to oversee the team’s functions for the agreement, implement cost

containment strategies, attend and present at any requested decision meetings, and provide the framework

for the future direction of the benefits program.

David Rubadue, FSA, MAAA, CLU – Head of the Actuarial department tasked with the feasibility of alternate

types of funding within the insurance plan.

LaTonia McGinnis – Wellbeing expert working in combination with the team to provide compliance, strategy,

and communication consulting as it pertains to your wellness program.

Karen McLeese – CBIZ employed ERISA Attorney keeping clients up-to-date on compliance and Health Care

Reform updates. Also, involved with any outside-the-box arrangements to ensure compliance.

Mike Zucarelli, Pharm D - Pharmacist employed by CBIZ to provide Pharmacy Benefit Management and

Consulting to Bradley and team. Dissects a Pharmacy contract to maximize discounts and rebates, while

also consulting on best practices for formulary design.

Dalih Suchett, CLTC, LTCP – Design, implementation, and service of the Long-Term Care programs

Cathy Anthony – Manages the annual timeline, three-year strategy, service team, renewal process, and is

involved in high-level claims issues.

Service Team – Team of CBIZ employees whom provide advocacy for the Bradley Arant Boult Cummings

employees on claims, benefit questions, ID card requests, and open enrollment transition

The lead CBIZ contact for Bradley Arant Boult Cummings will be at a local level with Cole Harris. Cathy Anthony will

be the main Account Manager to provide day-to-day direction of the required work.