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Susan K. Bilbro

Susan K. Bilbro

Counsel
Nashville
(615) 742-7813
sbilbro@bassberry.com
https://www.bassberry.com/professionals/bilbro-susan-k/

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Susie Bilbro advises clients across a range of industries on all aspects of employee benefit plans, including design, structure, implementation, administration and termination of retirement and health and welfare benefit plans. Susie counsels both public and private clients on a variety of employee welfare and retirement plan issues that arise in day-to-day administration, as well as those in connection with corporate transactions.

In her practice, Susie collaborates with human resources teams, in-house counsel, and other benefits professionals to navigate complex federal and state government regulation as it intersects with a variety of employee benefits plans, including:

  • Health and other welfare plans (including ERISA, Patient Protection, Affordable Care Act (ACA), COBRA, Internal Revenue Code and HIPAA issues).
  • Cafeteria plans (including health and dependent care flexible spending accounts).
  • Health savings accounts (HSAs) and health reimbursement accounts (HRAs).
  • Wellness programs.

In addition, Susie prepares submissions to the IRS and Department of Labor on behalf of clients for qualified retirement and welfare benefit plans, to ensure compliance with applicable laws, to make corrections to plan document and/or fiduciary errors, and to respond to governmental inquiries or penalty assessments. Susie also has experience advising clients on executive compensation arrangements.

Prior to joining Bass, Berry & Sims, Susie practiced in the employee benefits groups at Waller in Nashville, Tennessee and at Morris, Manning & Martin in Atlanta, Georgia.

Memberships

American Bar Association

Tennessee Bar Association

State Bar of Georgia

Representative Experience

  • CenterPointe Behavioral Health Sells to Acadia
    We represented CenterPointe Behavioral Health System, LLC, a provider of integrated inpatient and outpatient behavioral health services, in its sale...
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  • LFM Capital Sells Pratt Industries Intermodal Line of Business to North American Chassis Pool Cooperative

    Representation of LFM Capital, a private equity firm focused on lower middle market manufacturing and industrial services businesses, in its sale of Pratt Industries Intermodal Chassis, a designer and manufacturer of specialized trailers and chassis, to the North American Chassis Pool Cooperative, a provider of a modern fleet of chassis to users with at cost pricing. Terms of the transaction were not disclosed.

    We represented LFM Capital, a private equity firm focused on lower middle market manufacturing and industrial services businesses, in its...
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  • J. Alexander’s Holdings, Inc. Sold to SPB Hospitality LLC

    Representation of  J. Alexander’s Holdings, Inc. (NYSE: JAX), owner and operator of J. Alexander’s Restaurant, Redlands Grill, Stoney River Steakhouse and Grill and selected other restaurants, in its $220 million all cash sale to SPB Hospitality LLC, a leading operator and franchisor of full-service dining restaurants.

    Since J. Alexander’s first opened in 1991, Bass, Berry & Sims has served as primary corporate and securities counsel to the company for more than 30 years.  Additional details about the transaction can be found in the official news release.

    We represented J. Alexander’s Holdings, Inc. (NYSE: JAX), owner and operator of J. Alexander’s Restaurant, Redlands Grill, Stoney River Steakhouse...
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  • Wright Medical Group Acquires Cartiva, Inc.

    Represented Wright Medical Group in its acquisition of Cartiva, Inc.

    We served as lead counsel to Wright Medical Group N.V. (Nasdaq: WMGI) in the acquisition of Cartiva, Inc., a privately-held...
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    Client Type: Public Company
  • Defined Benefit and Defined Contribution Plan Services for Public Utility Client

    Drafted and maintained defined benefit and defined contribution retirement plan documents for Jackson Energy Authority

    As benefits counsel for Jackson Energy Authority's IDPs, we have drafted and maintained defined benefit and defined contribution retirement plan...
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    Client Type: Private Company
  • Ongoing Retirement Plan Services for Electric Utility System

    Have represented Nashville Electric Service (NES) for 20 years with regard to their nonqualified deferred compensation and qualified retirement plans

    We have represented Nashville Electric Service (NES) for 20 years with regard to their nonqualified deferred compensation and qualified retirement...
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    Client Type: Private Company
  • Large Joint Venture Transaction

    Assisted Change Healthcare with a large joint venture transaction with McKesson Corporation, successfully transitioning a number of Employee Retirement Income Security Act (ERISA) and non-ERISA plans for use by the new combined company

    We assisted Change Healthcare with a large joint venture transaction with McKesson Corporation, successfully transitioning a number of Employee Retirement...
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    Client Type: Private Company
  • Benefits Counsel to Nonprofit Healthcare System

    Serve a benefits counsel to non-profit healthcare system, Methodist Le Bonheur Healthcare, providing ongoing counsel with respect to its qualified, nonqualified, executive compensation, and health and welfare benefits plans

    We serve as benefits counsel to nonprofit healthcare system, Methodist Le Bonheur Healthcare, providing ongoing counsel with respect to its...
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    Client Type: Nonprofit
  • HealthStream Acquires Doctor Credentialing Provider

    Represented HealthStream (NASDAQ: HSTM) in its acquisition of Morrisey Associates for $48 million cash

    We represented HealthStream (NASDAQ: HSTM) in its acquisition of Morrisey Associates for $48 million cash. Morrisey's products look to automate...
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    Client Type: Public Company
  • Emdeon Inc. Acquires Altegra Health

    Represented Emdeon Inc. in its acquisition of Altegra Health

    We represented Emdeon Inc. in its acquisition of Altegra Health for $910 million in cash. Altegra Health is a national...
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    Client Type: Private Company

Publications

Past Events

Media Mentions & Firm News

Additional News & Insights

Presentations:

  • “Cost of Smokers and Wellness Program Guidance for Firms and Clients,” TennBarU Webcast, Tennessee Bar Association CLE (November 26, 2013)
  • “Where Healthcare Reform Meets Wellness: Legal Questions for Employers,” Tennessee SHRM Benefits Conference (May 7, 2013)

Accolades

Race and Ethnic Ancestry Law Journal — Case Note Writer

Related Services

Education

  • Washington and Lee University School of Law - J.D., 2005
  • Transylvania University - B.A., 2001

Admissions

  • Tennessee, 2006
  • Georgia, 2005
  • U.S. District Court, Northern District of Georgia
  • U.S. District Court, Middle District of Georgia
  • Supreme Court of Georgia
  • Court of Appeals of Georgia
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