Four engagements, summarized with sponsor approval.

Situation

A regional short-sea carrier with mixed deck, engine, shoreside, and terminal workforce. Lost-time incident frequency had climbed from 3.2 to 4.1 over three years, driven disproportionately by slip/trip/fall and lifting injuries among terminal staff. The sponsor's existing EAP was administered through a national vendor and recorded 1.4% annual engagement.

Approach

Full four-practice engagement. Screening standards rebuilt against deck, engine, and terminal task inventories. Behavioral health program re-launched with local clinician network and the "Bridge the Gap" supervisor module. Ergonomics practice deployed First Mate triage at three high-volume terminals. Quarterly Lantern Reports established from Q3 of year one.

Outcome (years 2–4)

• − 23%Lost-time incident frequency
• 9.6%Behavioral health engagement (from 1.4%)
• − 11%Indemnity dollars on closed WC claims

Attested by Caldwell Actuarial Services, March 2024. The narrative review notes that a fleet modernization project completed in year three is a partial confounder for the lifting-injury reduction, and the attributable share of the LTIF improvement cannot be isolated with precision.

Situation

A multi-property hospitality sponsor running three coastal resorts across a Memorial Day to Columbus Day season. First-year voluntary turnover among seasonal staff exceeded 44%. Exit conversations repeatedly cited shift-scheduling unpredictability and musculoskeletal discomfort in housekeeping and banquet roles.

Approach

Narrower initial scope: ergonomics and behavioral health only. Pre-shift conditioning protocols for housekeeping and banquet. First Mate triage stood up at each property within the pre-season two-week ramp. Confidential short-term counseling made available household-wide on day-one of employment, which is unusual in seasonal benefits design.

Outcome (two consecutive seasons)

• − 18%First-year voluntary turnover (seasonal)
• − 31%Housekeeping MSK first-report incidents
• + 22%Returning-seasonal rate (year-over-year)

Attested by Caldwell Actuarial Services, November 2023. A parallel wage adjustment in season two is a known confounder for the returning-seasonal rate; the narrative discusses both interventions in the same section.

Situation

An inland port authority operating container and bulk terminals with a unionized workforce under a twelve-year-old collective bargaining agreement. The sponsor wished to add occupational health surveillance that exceeded the minimum regulatory floor without re-opening the CBA's benefits article.

Approach

Screening practice engaged with explicit joint sponsor/union governance. A standing labor-management protocol review convenes before every quarterly Lantern Report; OHS-Surv-Audio and OHS-PreP-Deck revisions required joint sign-off. No analytics were produced at a grain finer than department.

Outcome (years 2–3)

• 97.8%Audiometric surveillance compliance
• − 14%Standard threshold shifts recorded
• 0CBA grievances related to program administration

Attested by Caldwell Actuarial Services, June 2024. The zero-grievance figure is the one the sponsor's labor relations director cites most often.

Situation

A specialty shipyard building and refitting aluminum hulls for commercial and government customers. A cluster of three serious hand injuries within six months prompted the benefits committee to commission an outside review of the existing clinic-plus-EAP arrangement.

Approach

Full four-practice engagement with unusually heavy ergonomics weighting in the first nine months. Task assessments conducted on forty-two high-exposure operations, of which nineteen received specification changes covering tooling, workstation layout, or PPE. Critical incident protocols rewritten and the shipyard's internal responder team re-trained. The existing clinic was retained as the screening delivery site.

Outcome (first eighteen months)

• − 47%Hand/wrist recordable injuries
• 5.1 daysMedian time to First Mate triage (from report)
• 84%Supervisors completing "Bridge the Gap"

Attestation pending; first full-year outcomes report expected Q3 2026. The eighteen-month figures are drawn from the interim governance review and are not yet independently reviewed.