Health and benefits case study 2


ASATS Case Study: Health and Benefits Case Study 2

Client situation

PE Firm purchases a 3,000 life group from a larger 63,000 life company.


The plans needed to be re-written for the stand alone spin off company with the same benefits. Minimal claims experience was available to underwrite the plans which presented market challenges. 3 unions in place in the US, 1 in Puerto Rico.

Aon solution

The final US benefit plans were rewritten on a standalone basis. The final plan costs to the employer resulted in a decrease of 23% (US$ 1.8m).