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Personnel committee approves switch to USI as benefits broker, staff projects $500k–$800k savings
Summary
The committee unanimously approved changing the city’s employee benefits brokerage from M3 to USI, with staff estimating $500,000–$800,000 in potential savings in 2027 and a proposed effective date of May 1, 2026.
The Green Bay Personnel Committee voted unanimously to change the city’s employee benefits brokerage to USI Insurance Services, with staff saying the move could generate substantial first‑year savings.
Human Resources staff said they interviewed five firms, narrowed the field to three and recommended USI as a benefits partner. Staff estimated the change could produce roughly $500,000 to $800,000 in savings in 2027 through plan adjustments, a restructured family savings program and administrative changes, including a benefits resource center for employees.
“We will be able to see at least $500 to $800,000 in savings in the first year in 2027,” the HR director said when outlining the recommendation. The HR director highlighted USI’s family savings plan model and a proposed per‑employee monthly fee that would replace a 20% shared‑savings fee the city currently pays under the family savings arrangement.
Jacob, a USI representative who identified himself to the committee, said he grew up in Green Bay and has worked in public‑sector benefits consulting since graduating college. “I was raised here in Green Bay,” Jacob said, noting his local ties and experience working with municipalities and self‑funded medical programs.
A committee member recognized Brian and the HR and finance teams for leading the vendor review and recommended approval. On a motion to change the brokerage to USI effective May 1, 2026, the committee voted in favor and the motion passed unanimously.
Next steps: Human Resources and Finance will initiate the transition to USI and return with an implementation plan and updates on realized savings at upcoming renewals.
