Plan Consulting and Administrative Services

employees communicatingFor over 40 years, we have been providing professional, independent benefit plan consultation and advice to businesses throughout Indiana and the Midwest. Our experienced staff can provide you with advice and guidance in the following areas:

  • Benefit plan design, development & consulting
  • Loss-control strategies
  • Data analysis
  • RFP preparation
  • Benchmarking
  • Dependent audits
  • Stop-Loss claims audits
  • Worker’s Compensation audit appeals
  • Benefit denial appeals-handling
  • Plan Document and Forms design/preparation
  • VEBA trust administration
  • Form 990 and 5500 preparation
  • SAR and SMM preparation
  • COBRA and HIPAA administration
  • Disease Management and Wellness programs
  • On-site medical clinics
  • “Expert-witness” testimony

Our pricing is competitive and we will work within your budget.


Brokerage Services

As an independent agency, we represent a number of highly-rated insurance companies each specializing in a particular market segment or type of coverage. We offer professional risk analysis and risk placement services in the following areas:

  • Individual Life, Health and Disability
  • Key-Person Insurance
  • Buy-Sell Agreements
  • Estate Planning
  • Group Life and Health Insurance
  • Group Short- and Long-Term Disability
  • Short-Term Medical Insurance
  • Supplemental Insurance and Voluntary Benefits
  • Stop-Loss Insurance
  • Captive referrals

Compliance Testing

Employee benefits and HR compliance gets more difficult and complex all the time, and the penalties for non-compliance are greater than ever. Let us help you navigate through the maze of benefits rules and regulations. We have proven competency in such areas as:

  • Pregnancy Discrimination Act
  • FMLA
  • ADA
  • Women’s Health & Cancer Rights Act
  • Newborns’ & Mothers’ Health Protection Act
  • Medicare Part D
  • Medicare Secondary Payor
  • Non-Discrimination testing

Services are available on an hourly-rate basis, project-rate basis, or by retainer arrangement.


4653 Statesmen Drive, Indianapolis, IN 46250
317-849-3282 * 800-382-5220 * Fax 317-849-3436


© 2012 Donley Benefits Consulting. All Rights Reserved.