Insights

Field notes from the negative space.

What the filings say, what they hide, and where benefits is heading. Written for the people building books, products, and the fiduciary era.

PBM Benchmark Brief

Find the plans whose PBM disclosures don't add up.

10,812 Schedule C filings already disclose enough to flag the plans where PBM compensation is structurally opaque — named, sized, and patterned across five years. The sample flagged plan: $1.27M to the PBM, 26× the segment median, the real fee buried inside total drug spend.

PDF brief·May 2026

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