IDA Insurance TRUST

In 2013, The Indiana Dental Association rolled out their answer to the Affordable Care Act and mandates that would limit options for the IDA Members’ insurance needs, thus forming The IDA Insurance Trust. The IDA Insurance Trust is a self-funded MEWA (Multiple Employer Welfare Arrangement), allowing the IDA to present a medically underwritten health insurance plan, a variety of deductible options and a more board network of covered doctors and medical facilities, to dentists to enhance their membership benefits.

The Trust operates with an 7 member Board of Trustees, with representation from around the state. There is also a solid team of consultants, legal counsel and licensed insurance professionals who helped build the fiscally responsible MEWA from the bottom up, and continue to strive for excellence for the Members of the Indiana Dental Association.

If you or your staff are looking to review your health insurance options, with upcoming and early renewals on the horizon, please contact a IDA Insurance Team Member to assist you with this transition.

Working for You

The IDA Insurance Trust Board has elected to work with a team of outstanding professionals to ensure that The Trust is financially sound and always knowledgeable with up to date information within the market.

Since the 1970’s, IDA Insurance has been working with Anthem to provide medical benefits for the IDA members around the state. This has not changed when moving forward with The Trust.

IDA Insurance Services has been in existence for over decade, serving the insurance needs of IDA Member Dentists around the state. Ashley Hudgins, Breck Isaac and Wanda Barger make-up this team of experienced professionals to ensure the best and most accurate information is communicated to our members and participating employers.

Richard Sutton & his team at R.E. Sutton & Associates (a division of Brown & Brown)  serves as the consultant for the IDA Insurance Trust. Mr. Sutton hold many years of insurance and consulting experience and works with some of the largest and  most established self-funded programs in the state.

W. James Hamilton, Esq. of Bose McKinney & Evans LLP, serves as legal counsel for the IDA Insurance Trust. Mr. Hamilton is a partner with Bose McKinney & Evans LLP in Indianapolis. Mr. Hamilton engages in a broad-based practice covering health and welfare arrangements, insurance, executive compensation and federal and state taxation. Among other areas, he has specific experience with welfare plan (cafeteria, health insurance, self-funded health benefits, severance, tuition reimbursement) design, compliance (including HIPAA privacy, ERISA claims procedures and SPD regulations) and overall tax and ERISA advice.  Mr. Hamilton has significant experience with PPACA, HIPAA, COBRA, FMLA and numerous other federal and state laws affecting employee benefit plans.

Mr. Hamilton is included in The Best Lawyers in America® 2013, is AV Rated by Martindale-Hubbell and the recipient of the Indiana State Bar Association, Taxation Section Award. Mr. Hamilton has delivered more than 200 speeches to professional organizations and clients since joining the firm in 2001.

Meet your Trustees

  • Jim Lipton, DDS- IDA Insurance Trust: Norwest District Dental Society
  • Brian Henry, DDS- Treasurer/Secretary, IDA Insurance Trust: West Central Dist. Dental Society
  • Megan Keck, DDS: Indianapolis District Dental Society
  • Jason Flannagan, DDS: Indianapolis District Dental Society
  • Catherine Periolat, DDS: Isaac Knapp District Dental Society
  • Erik Zundo, DDS: West Central Dist. Dental Society
  • Jay Asdell, DDS: North Central District Dental Society