Understanding Level Funded Health Plans
Employers are saving thousands of dollars by rethinking how they fund their health plans.
A clear trend is emerging: businesses are moving away from traditional fully insured plans and toward Level Funded strategies. Why? Greater cost control, more flexible plan design, and the potential to receive claim surplus refunds.
Over the past several years, many employers have seen:
- Lower overall costs
- Improved plan options for employees
- Increased transparency into what’s actually driving their healthcare spend
But here’s the challenge—Level Funded plans are often misunderstood; and making the wrong decision can be costly if you don’t fully understand how they work.
If you’re a business owner, CFO, HR leader, or responsible for your company’s benefits strategy, this session will give you the clarity you need to make a more informed decision.
Todd Bryant, founder of SB&K Benefits, LLC, will walk you through how Level Funding really works—without the sales pitch.
The goal is simple: to help you evaluate your options with confidence and understand whether this approach makes sense for your business.
In this 45-minute session, you’ll gain a clear understanding of how Level Funded health plans work—and how to determine if they’re a smarter financial move for your business.
Date and Time
Friday May 15, 2026
11:30 AM - 1:00 PM CDT
Location
Conroe/Lake Conroe Chamber Office
505 West Davis Street
Conroe, TX 77301
Fees/Admission
This is a FREE event for Chamber members
Registration is requested
Guests may attend for $15
Contact Information
Pauline Veazey
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