Profits Over Patients: The PBM Business Model Under Scrutiny

Health Care Costs and Drug PricingHouse Education and Workforce Subcommittee on Health, Employment, Labor, and Pensions · 2026-04-22 · 119th Congress
The House Education and Workforce Subcommittee on Health, Employment, Labor, and Pensions held this hearing to examine how pharmacy benefit managers (PBMs) pay brokers and consultants — the advisers employers trust to design and manage group health plans — potentially creating conflicts of interest that drive up drug costs. Begins at 0:07:45
Transcript
Highlights

Title

PBM kickbacks to brokers and consultants in employer health plans

Purpose

The House Education and Workforce Subcommittee on Health, Employment, Labor, and Pensions held this hearing to examine how pharmacy benefit managers (PBMs) pay brokers and consultants — the advisers employers trust to design and manage group health plans — potentially creating conflicts of interest that drive up drug costs. The hearing centered on Chairman Rick Allen's PBM Kickback Prohibition Act (HR 7895), which would bar PBMs from paying referral fees or kickbacks to brokers and consultants for steering employer business toward them, alongside broader debate over PBM market concentration, transparency, step therapy, and drug pricing. Begins at0:07:45

Who spoke

Chairman Rick Allen (R-GA)0:07:45: Opened by describing PBMs as opaque intermediaries driving up costs0:08:35 and introduced his PBM Kickback Prohibition Act targeting kickbacks paid to brokers and consultants0:09:28; later questioned witnesses on long-standing broker-employer trust relationships0:31:27 and closed the hearing2:47:31.

Ranking Member Bobby Scott (D-VA)0:10:27: Called PBMs wasteful middlemen and urged bipartisan action0:10:34, cited Democrats' 2022 Medicare drug price negotiation program lowering prices for 25 drugs worth over $90 billion0:13:15, and shared his own experience as a leukemia survivor tied to taxpayer-funded drug research0:13:45; later asked whether PBMs should be legal fiduciaries2:29:56 and whether disclosure alone lets employers judge value2:30:14.

James Gelfand, President and CEO, ERIC0:17:07: Said ERIC's employer members pay about 80% of health costs and described "kickbacks" disguised as fees, commissions, and per-prescription add-ons paid to brokers0:18:45; testified the three largest PBMs control ~90% of prescriptions, limiting employer negotiating power0:42:28, and that biosimilars for Humira gained no market share due to PBM rebate-driven formulary decisions1:07:00; supported making PBMs legal fiduciaries2:30:14.

Chris Deacon, Principal, VerSan Consulting0:20:26: Said RFPs often require agreeing to pay a broker (e.g., "$50,000 annually") just to bid0:20:53, cited a CVS Caremark–Gallagher arrangement paying $2.50–$7 per prescription filled0:21:46, and said PBMs contractually redefine "kickback" language to evade anti-kickback rules1:04:26; described a lawsuit example where a plan paid $10,000 for a drug available for ~$20 cash2:39:22.

Dr. Mariana Socal, Johns Hopkins Bloomberg School of Public Health0:23:44: Said three PBMs control 80% of the market0:25:05 and that Medicare's Inflation Reduction Act protections don't extend to the 160+ million Americans with employer coverage, whose drug costs grew 8.4%0:26:43; estimated formulary reforms could save up to 15% net per member per month2:22:52 and extending inflation rebates commercially could save over $30 billion by 20312:24:53.

Hannah Anderson, America First Policy Institute0:28:15: Cited a J&J employee lawsuit alleging broker AON steered the plan to Express Scripts for referral fees, costing $10,000 versus a $28 cash price0:29:42; touted Trump RX's direct-to-consumer pricing, e.g., Humira at $425 versus a $6,000–7,000 list price0:54:02.

Rep. Summer Lee (D-PA)0:36:50: Said Express Scripts, Optum Rx, and CVS Caremark control 80% of drug claims and are owned by Cigna, UnitedHealth, and CVS/Aetna0:37:18; questioned the administration's tariff-exemption deals with 16 drug companies and Trump Jr.'s Blink Rx board seat0:37:44; called for "Medicare for All"1:41:09.

Chairman Rick Wahlberg (R-??) [Introduced as chairman, questioning]0:41:52: Asked Gelfand about employer flexibility with PBMs, noting the top three PBMs control ~90% of prescriptions0:42:14.

Rep. Mark Messmer / "Mr. Owens" (R-??)0:54:26: Asked about PBM data gaps and spread pricing, prompting Gelfand's account of 2021 gag-clause bans not working in practice0:54:45.

Rep. Lucy McBath (D-GA)0:57:31: Described "fail first" step therapy delaying care, citing a Georgia teenager with Crohn's disease who lost 50 pounds waiting to fail a steroid0:59:58; touted the bipartisan Safe Step Act with Chairman Allen1:00:48.

Rep. Virginia Foxx (R-NC)1:02:58: Asked Deacon how PBMs will resist reform efforts1:03:18 and Gelfand about PBM effects on Orisa plan drug costs, noting $800 billion in 2025 pharmaceutical spending1:06:18.

Rep. Jahana Hayes (D-CT)1:08:01: Noted Connecticut's average employer premium hit nearly $27,000 in 20251:08:36 and asked how vertical integration affects fiduciary oversight1:09:36 and rural drug access1:11:11.

A committee member (Dr., recognized after recess)2:14:45: Discussed the Safe Step Act and physician experience with step therapy for statins and ACE inhibitors2:18:03.

Rep. Joe Courtney (D-CT)2:20:02: Discussed his Hidden Fee Disclosure Act clarifying which entities are "covered service providers" required to disclose compensation under ERISA2:20:22; asked Socal about savings from PBM transparency, citing potential 15% savings2:22:52 and Enbrel price drops from $900 to $274 per 30 days under Medicare negotiation2:23:59.

Rep. Randy Fine (R-FL)2:25:03: Noted the U.S. has the world's lowest generic drug prices but highest branded-drug prices2:25:55 and questioned whether PBM vertical integration (owning pharmacies) creates arbitrage incentives2:28:01.

Rep. Mike Kelly / "Mr. McKenzie" (R-PA)2:35:05: Asked Gelfand to detail the many forms of PBM compensation, including spread pricing and rebate credits2:35:46, and Deacon about rebates conditioned on limiting generic access2:38:08.

Ranking Member (returning, "Sonier"/Scott context)2:40:14: Shared his own stage-4 leukemia and ICU survival story, criticized PBM/pharma "culture," and cited a drug priced at $400/day in the U.S. versus $40/day in Australia2:41:29; referenced Martin Shkreli's price hike from $13.50 to $750 and prison sentence as a deterrent example2:45:02.

Key moments

Deacon testified RFPs sometimes ask bidders to agree to pay a broker $50,000 annually just to be considered, with non-paying bidders excluded from view0:21:20.

Deacon cited a CVS Caremark–Gallagher deal paying $2.50 per retail prescription and $7 per specialty prescription filled, rewarding volume over cost reduction0:21:46.

Deacon quoted an FTC report excerpt from a PBM executive: a drug costing $97 at Costco was steered to home delivery at "$200 times higher," acknowledging "the optics are not good"0:44:51.

Anderson described a lawsuit alleging broker AON steered Johnson & Johnson's plan to Express Scripts, which paid AON referral fees, resulting in a $10,000 insurance payment for a drug available for $28 cash0:29:42.

Gelfand said the three largest PBMs control roughly 90% of prescriptions, leaving even the largest employers with little real negotiating leverage0:42:57.

Deacon revealed a PBM contract explicitly stated a kickback "shall not be constituted as a kickback" for anti-kickback statute purposes1:04:52.

McBath recounted a Georgia teenager with Crohn's disease who lost 50 pounds and her hair after being forced to "fail first" on a steroid before accessing a biologic0:59:58.

Socal said expanding Medicare's inflation-rebate protections to commercial markets could save up to $30 billion by 20310:51:29, and cited Enbrel's Medicare-negotiated price dropping from $900 to $274 per 30-day supply2:23:59.

Rep. Lee and Anderson clashed over Trump RX: Lee cited reports that over half its listed drugs have cheaper alternatives elsewhere and noted Trump Jr.'s board role at Blink Rx0:39:15; Anderson touted Trump RX's Humira price of $425 versus a $6,000–7,000 list price0:54:02.

Scott's exchange with Anderson established Trump RX drugs are all brand-name (no generics listed) and cannot be paid for with insurance, only HSA funds at roughly a 30% discount2:32:21.

Metadata

CommitteeHouse Education and Workforce Subcommittee on Health, Employment, Labor, and Pensions
Chamber / CongressHouse · 119th Congress
Date2026-04-22
TypeHearing
Witnesses
Mr. James Gelfand — President and CEO, The ERISA Industry Committee (ERIC)
Mrs. Chris Deacon — Principal and Founder, VerSan Consulting
Ms. Mariana Socal — Associate Professor, Johns Hopkins Bloomberg School of Public Health
Ms. Hannah Anderson — Director, Healthy America Policy and Senior Director of Policy, America First Policy Institute
Videoyoutube
Transcript275 caption blocks · 16,317 words · 2:49:16 runtime
EventCongress.gov 119202