At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

MJ Insurance Phoenix is a third party agency that provides insurance and risk management services. The company offers employee benefits, group health insurance to mid to large employers in the Phoenix-Mesa-Scottsdale, AZ Metro Area. MJ Insurance has an M Score of 5 which represents a wide range of experiences and positive customer feedback. MJD Insurance is a family-owned business that provides quality insurance solutions to the Phoenix Metro Area. MJD specializes in helping individuals and businesses manage risk. They want their clients' insurance needs to be not only met, but exceeded. Their goal is to offer some of the industry's most innovative and competitive products, while delivering an experience that reflects who they are: confident and intelligent professionals who care about their clients and their needs.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

BOK Financial, located in Phoenix, Arizona, stands out as a sizable office within a regional insurance brokerage firm, adept at catering to both small and large employers. This office has carved a niche in the insurance industry, showcasing notable proficiency in working with self-funded clients. Their expertise spans a diverse range of industries, including architectural, engineering, and related services, paint, coating, and adhesive manufacturing, as well as fruit and vegetable preserving and specialty food manufacturing. Their client portfolio is impressive, featuring prominent businesses such as Breckenridge-Wynkoop, a key player in the restaurants and eating places sector, based in Colorado with over 70 participants. Another significant client is Inspirato, from the traveler accommodation industry, also based in Colorado, with more than 870 participants. Additionally, they have successfully serviced Lerch Bates, an enterprise in the architectural, engineering, and related services industry, with over 510 participants. BOK Financial's ability to provide tailored insurance solutions to a wide spectrum of industries and employer sizes, coupled with their extensive experience in handling complex insurance needs, positions them as a go-to broker for employers seeking comprehensive and reliable insurance services. Their strategic approach to client management and industry-specific expertise make them a strong contender for businesses looking to secure robust insurance coverage tailored to their unique requirements.

Rogers Benefit Group is a specialty marketing organization with a long history of developing niche markets. Our predecessor organizations date back in the late 1940’s when RBG’s founder, Pat Rogers, decided to enter the small employer group insurance business. Being an agent himself, he also knew that agents were going to need a marketing organization to help them bring specialized knowledge and service to their clients in the increasingly complex area of health benefits. Our first insurance carrier relationship began with Principal Financial Group. This relationship thrives today. Regionally, we enjoy strategic relationships with Aetna, certain Blue Cross and Blue Shield plans, HealthNet, United Health Care, Humana, and Assurant Health. Today Rogers Benefit Group helps agents service more than 40,000 groups who pay more than $2.5 billion in annual premium. Rogers Benefit Group is committed to fast, accurate response to an agent or employer when addressing their group insurance needs. It is from our Midwest roots that one can expect a no-nonsense, straightforward, competent approach to groups of any size. Our Geography We are currently located in over 30 states with 40 offices. This geographic spread lends itself well to the opportunity of assisting agents with groups having multiple locations. It also makes us the oldest and largest General Agent in the United States as measured by locations and, more importantly, premium in force. What’s Really Important Agents tell us that our greatest value is in the quoting and underwriting processes. Our mission is to help agents get business, get groups rated correctly, get them enrolled efficiently and accurately, and to help reduce their efforts in underwriting. We do this by close individual contact with the agent and employer while minimizing unknowns in these steps. Our specialized knowledge of the quoting, enrollment, and underwriting maze brings unique value to all parties involved.

Brown & Brown Insurance delivers risk management solutions to help protect and preserve what our customers value most. Our four business segments—Retail, National Programs, Wholesale Brokerage and Services—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

Benefit Commerce Group (BCG), an Alera Group Company, is a progressive and results-driven firm, focusing on employee benefits, commercial property & casualty, and retirement plan services. BCG was founded in 2009 initially as an employee benefits only consulting and brokerage firm. We saw a gap in employee benefits consulting, as most benefits firms were (and still are) simply spreadsheeting rates, without clear strategies. We stepped into this space to provide financial and actuarial analysis, proven strategies for both short-term and long-term success and the information employers need to make data-driven decisions on benefits as part of their overall corporate goals. Our leadership team members have 30+ years of experience in the employee benefits and insurance industries. In August 2019, we joined Alera Group, a growing privately held firm that is committed to selecting quality agencies across the nation that share its commitment to collaboration to best serve all our clients. Since that time, we have continued to grow organically as more employers embrace our innovative strategies for benefit enhancement and cost control. We also have grown through acquisitions, which have expanded our scope beyond just employee benefits. --Our Property & Casualty Division is an acquisition we made in 2021 of a top-quality firm that we have known for many years. This P&C division is housed at our company headquarters in Scottsdale, AZ, and we interact on a daily basis to assist our clients. --BCG 401(k) Advisors, acquired in July 2022, provides retirement plan services, educational resources and investment advisory services. We are continuing to expand our reach, in concert with Alera Group, into other insurance related business lines, to continue to provide our clients with more opportunities and resources to facilitate their own growth, save money and be an employer of choice in the talent competition. Our corporate mantra is: WE SAY WHAT WE’LL DO and WE DO WHAT WE SAY.

Garry L. Johnson & Associates (GLJ) has been servicing the insurance and financial services needs of Arizona residents and the surrounding states for over 40 years. With a reputation built on a foundation of growth and experience in the business, Garry will tell you our success is due to why we do what we do, “We don’t just sell insurance, anyone can do that. We help create, build, and protect your family security and financial legacy. Our innovation, teamwork, honesty, integrity, attention to changing trends and courage to pioneer new markets provide the ability to help our clients secure their family legacy.” The GLJ mission statement reflects what we do each day: “We exist to help create, build, and protect your family security and financial legacy.” Our Slogan: A Secure Family is a Nation’s Strength. Our clients are able to benefit from our team of agents with specific expertise in Individual Benefits, Employee Benefits, Financial Planning, Business Planning Retirement Planning, and Estate Planning. Ensuring customer satisfaction through an experienced customer service team is our top priority with each client. We have worked hard to assemble a tenured, high-quality customer service team with over 120 years of collective insurance experience.

Jeffery P. Griffin Companies LLC, operating out of Phoenix, AZ, stands out in the employee benefits industry for its comprehensive and innovative approach. Established in 2010, this larger office has developed a reputation for its deep expertise in catering to local and regional employers, particularly in the fields of medical and ancillary benefits. Their client roster includes notable companies such as 3-G Construction Co in the building finishing contractors industry, Offerpad in real estate, and Westmed in plastics product manufacturing, demonstrating their versatility across diverse sectors. Their team is highly praised for its unique composition, including specialists such as a medical director, underwriter, actuary/financial analyst, communications director, digital platforms technologist, and a compliance expert, alongside a seasoned account management and customer service team. This diversity in expertise allows them to tailor solutions to the complex and varied needs of large employers. A key feature of their service is the emphasis on custom-crafted, client-branded employee communication materials, integrating the latest research in human behavior and social sciences to maximize employee engagement and understanding. Their approach to analytics is equally advanced, relying heavily on big data and predictive analytics to inform benefit decisions, a method that is especially impactful in the healthcare sector. Furthermore, their wellness programs are comprehensive, addressing not just the physical but also the emotional and financial aspects of employee well-being. These programs are underpinned by robust analytics and predictive modeling, ensuring they are effectively targeted and have a tangible impact on healthcare trends. Overall, Jeffery P. Griffin Companies LLC is dedicated to delivering tailored benefit solutions through strategic planning, insightful analytics, and cutting-edge technology, aiming to enhance employee benefits while boosting client profitability and shareholder value. Their commitment to innovation and quality service positions them as a compelling choice for employers looking to enhance their benefits offerings.