A five-year rate stability is required for the contract bid.
CASE STUDY
Building a U.S. Benefits Strategy from the Ground up for a Global Employer
A global organization with 45,000+ employees worldwide was launching a U.S. division in Texas to support a major facilities services contract. With only two U.S.-based employees at the time, they needed a competitive, compliant benefits package that could scale to 1,000 employees within two years and remain stable for at least five years to meet contract requirements.
Company profile:
Headquartered in Spain, this multinational operates across multiple continents. The new Dallas-Fort Worth division marked a strategic entry into the U.S. facilities services market. Early projections included:
- 300 employees in the first year.
- 1,000 employees in the second year.
- Operations across multiple states.
- A workforce mix that included union employees under a Collective Bargaining Agreement (CBA).
The challenge:
Global leadership had limited familiarity with U.S. healthcare, compliance, and long-term rate forecasting.
Financial liability if healthcare costs exceeded the forecast.
No prior employee demographic or claims data.
Union-specific compliance requirements.
Integration with global payroll, ben admin, and HR systems.
Educating international decision-makers on the U.S. benefits landscape.
The solution
SGL Partners brought clarity and control to an ambiguous situation, with a forward-looking plan that could support scalable growth and withstand contractual lock-in.
Issued an RFP for medical, dental, vision, life, and compliance services to secure competitive, flexible proposals
Built five-year rate forecasts with utilization and trend assumptions
Developed a benefits model scalable from 2 to 1,000+ employees without disrupting cost projections or compliance
Integrated U.S. benefits workflow with global vendor systems
Navigated union-specific benefit obligations aligned with the CBA
Educated global leadership on U.S. healthcare regulations and cost drivers
Provided multi-state compliance guidance to prepare for expansion
Results:
- Submitted a fully compliant, cost-contained, five-year healthcare forecast with their bid
- Launched a benefits program supporting early hires and future large-scale growth
- Integrated international vendor systems seamlessly into U.S. operations
- Achieved union compliance from day one
- Built executive confidence through strategic education and guidance
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