Sherlock Company: Informed Solutions for Health Plan Finance

Sherlock Company

What’s New

Health Plan
Financial Research

Health Plan
Admin Benchmarks

Corporate Finance

Sherlock Company Health Plan Analyses

Sherlock Company research provides excellent, unbiased analyses of vital issues of strategic and operational health plan management. For any additional questions you might have, please contact us at:

Douglas B. Sherlock, CFA
Sherlock Company
215-628-2289
sherlock@sherlockco.com


Photograph by A. Aubrey Bodine • Copyright © Jennifer B. Bodine




Title


Description


Pricing
PULSE This subscription includes 12 issues of PULSE, published monthly, which provides a continuing dashboard of norms for health plan performance against publicly traded firms, enabling managers to identify areas of variance.



$645
Plan Management Navigator Navigator provides analytics for health plan administration. It is intended to provide commentary and observations on the management of health plan expenses under the direct control of the management team.



Free
Sherlock Expense Evaluation Report (SEER) Sherlock Expense Evaluation Reports are the definitive benchmarks for the functional areas of health plan administration. They are critical tools to enhance operational performance and support strategic initiatives ranging from management of the product portfolio, vendor negotiations, outsourcing and business combinations. Recent studies include universes of Blue Cross Blue Shield Plans, Larger Health Plans, Provider-Sponsored health plans, Medicare Advantage and Medicaid-oriented health plans. Approximately 50 health plans participate in our 2007 study and collectively represent nearly 300 health plan years of data and analysis.



Call for Pricing. Discounted for participants.
Sherlock Investment Evaluation Report (SIER) This is an analysis of Blue Cross Blue Shield investment policy and performance. It tracks asset allocation, investment policy, and investment results. Uniquely, it also relates these policies to the operations of these firms.



$1,000
Health Plan Dashboard The Dashboard provides health plans with a monthly comparison of how their performance compares with other similar organizations. Data is available for both Blue Cross Blue Shield and Provider-Sponsored health plans. It is published in a form immediately available for distribution throughout your organization.



$3,750
($1,250 to participants)
Health Plan Capital Market Activity This analysis reviews the capital market activities of health plans over the past year and long term. Eight pages. Originally published as an insert in PULSE March 2008.



$299
Outsourcing of Administrative Costs In this analysis, we profile firms that provide outsourcing services to health plans. Twenty pages. Originally published as an insert in PULSE February 2008.



$299
Estimating Control Premiums Between Public Health Plans In this analysis, we endeavor to estimate the control premiums that would be justified by the economies of scale in business combinations involving each of the publicly traded companies. Twelve pages. Originally published as an insert in PULSE January 2008.



$299
Blue Cross Blue Shield Plan Analysis Part II Our bi-annual review of the financial performance of Blue Cross Blue Shield Plans. Eight pages. Originally published as an insert in PULSE December 2007.



$299
Capital Costs and Health Plans In this analysis, we look at Equity Capital Costs and determine which valuation indicators had the strongest relationships. Twelve pages. Originally published as an insert in PULSE November 2007.



$299
Annual Health Plan Pricing Survey From data collected from nearly 21% of domestic, commercial health plans, we were able to estimate medical cost trend. We also look at the effect of buy-downs and estimate the average expected increase in employee costs for healthcare. Eight pages. Updated annually since 1999. Originally published as an insert in PULSE October 2007.



$299
Economies of Scale in Administrative Expenses This study tests data from the Sherlock Expense Evaluation Report (SEER) to determine whether economies of scale exist in the administration of health plans, what functional areas exhibit scalability and how administrative economies of scale apply to business combinations. Twelve pages. Originally published as an insert in PULSE September 2007.



$299
The PBM Industry This study looks at the background of the PBM industry, prescription drug trends, cost controlling methods used by PBMs, and an analysis of the three leading PBM’s. Twenty pages. Originally published as an insert in PULSE August 2007.



$299
Executive Compensation for Health Plans This analysis looks at executive compensation trends for health plans. Strong relationships were found between compensation and various operational attributes of the health plans. Twenty pages. Originally published as an insert in PULSE July 2007.


$299
Blue Cross Blue Shield Plan Analysis Part I Our bi-annual review of the financial performance of Blue Cross Blue Shield Plans. Eight pages. Originally published as an insert in PULSE June 2007.



$299
The Cost of Stock Compensation The Cost of Stock Compensation is our look at the cost to shareholders of stock-based incentives granted to company management. Eight pages. Originally published as an insert in PULSE May 2007.



$299
Investment Policy for Public Health Plans In this analysis we look at the composition of public health plans portfolios and what operating characteristics drive investment decisions. Twelve pages. Originally published as an insert in PULSE April 2007.



$299
From Descriptive to Prescriptive Using SEER: Customer Service This analysis uses the descriptive data from SEER and explores the drivers and factors contributing to administrative costs, providing more actionable information. Eight pages. Originally published as an insert in PULSE April 2006.



$299

© 1997-2008 Sherlock Company. All Rights Reserved.  Legal Information