With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

HUB International, a national insurance consultant, operates a prominent office in Bothell, California, extending its services to clients throughout California, Texas, and Washington. This location of HUB International has established a solid reputation for its exceptional work with a diverse range of employers, including Otter Media Holdings LLC. As a 270-member employer in the information industry, Otter Media Holdings LLC sought HUB International's expertise to set up a tailored self-funding arrangement, along with a comprehensive suite of insurance plans such as HMO, PPO, PBM, and drug plans, specifically designed to address the unique needs of its workforce. HUB International distinguishes itself through its extensive experience and proficiency in serving clients of various sizes, industries, and products. The company's impressive M Score, one of the highest attainable, reflects its unparalleled expertise in navigating the insurance landscape. HUB International's robust knowledge extends to industries such as computer systems design, related services, general purpose machinery manufacturing, and office administrative services. With a focus on self-funded employers, HUB International brings considerable experience to the table, enabling them to tailor insurance solutions that align with the specific requirements of their clients. Moreover, the company possesses a strong track record of effectively collaborating with HMOs and clients to deliver optimal outcomes. HUB International's expertise extends to working with clients and PPOs, ensuring that member needs are met efficiently. The company also boasts valuable experience in partnering with pharmacy benefit managers (PBMs) and other specialized pharmacy providers, further enhancing their comprehensive range of services. Through their Bothell office, HUB International stands as a reliable and trusted insurance broker, catering to the needs of large and midsize employers, and leveraging their vast industry knowledge and client-centric approach to deliver exceptional results.

CalNonprofits Insurance Services was established in 1984 to provide innovative insurance solutions and resources to California nonprofits. As a subsidiary of the California Association of Nonprofits, our mission is to provide quality insurance products, excellent customer service and insurance education tailored to meet the needs of California nonprofits. We believe all nonprofits deserve access to quality, competitively priced insurance to meet their unique and specialized needs and that by assisting nonprofits in minimizing the cost of their insurance, the savings can be directed to much needed program services or staff compensation.

Located in the vibrant hub of Santa Cruz, Pentarisk’s office stands as a formidable presence in the realm of insurance brokering. Nestled within this larger office is a team with a proven track record, boasting exceptional proficiency in catering to the diverse needs of employers, particularly within the local and regional sectors. With a specialized focus on midsize employers, Pentarisk’s expertise shines brightly across various industries. Their portfolio proudly showcases success stories with industry giants such as Nordic Naturals, a prominent player in food manufacturing with over 230 engaged participants. Additionally, they’ve partnered seamlessly with Santa Cruz Seaside Company in the amusement parks and arcades industry, overseeing 50+ participants, and Spiraledge in retail trade, offering expert guidance to a workforce of 110+. Notably, Pentarisk demonstrates a deep understanding of the nuances within offices of physicians, amusement parks and arcades, and the retail trade. Their affiliation with a regional insurance broker firm bolsters their resources, enabling them to navigate complexities with finesse. What sets Pentarisk apart is their adeptness in handling self-funded clients, harnessing this experience to tailor bespoke solutions for their clients’ unique needs. Their robust experience and commitment to excellence make them a trusted partner for employers seeking comprehensive and customized insurance solutions in the dynamic landscape of Santa Cruz, California.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. #BuildingConfidenceTogether Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

Micheletti Insurance Services¬ has been providing full and knowledgeable service to businesses and individuals in California since 1946. As an independent and local firm, we are among the leading insurance¬ brokerages in our region. Through our highly qualified employees, we provide businesses and individuals with a broad range of risk management, employee benefits, insurance placement and other financial services. Our philosophy and approach to serving clients is to offer you the largest possible array of alternatives, and assist you in choosing the best strategy for your particular risks. To accomplish this, we provide: •Comprehensive Risk Analysis and Management Services •Employee Benefits Administration and HR Consulting •Comprehensive Self Insurance Services Programs •Surety and Bonding Services •Financial Services including Estate & Business Succession Planning We have excellent facilities for serving your multiple-location needs as well, through our affiliations which give us correspondent relationships; a network which continues to expand rapidly. Our reputation was built upon a high level of personal service - and we now have clients nationwide and beyond. We believe that knowledge and service continue to be the best insurance we can offer. Our staff actively pursues a broad and continuing program of insurance education, and our firm participates in an intensive program of research and development activities. We continually seek to offer you improving insurance coverages and programs, as well as the efficiencies and economies produced by new applications of technology. Let us put our knowledge to work for you. Our knowledge can help insure your future and help you meet the growing complexities and challenges you face.

As a locally owned and operated insurance agency in Gilroy, California, PCB Insurance Services, LLC is committed to providing quality insurance products for individuals and businesses. We combine our strong insurance background and product knowledge to assist both current and future clients manage and plan for all types of potential risk. Our team of knowledgeable insurance professionals is experienced in creating personal and commercial insurance policies designed to fit your needs. With PCB Insurance Services, LLC, our friendly staff will work with you on a one-on-one basis to develop not only the perfect policy, but a lasting relationship. When you work with PCB Insurance Services, LLC, you'll experience the quality service and attention to detail that you can only find with an independent insurance agency.Over the years, we have earned a unique reputation for leadership, support, innovation, and integrity.

Newfront is a modern insurance brokerage that leverages technology to vastly simplify the buying process for clients and the selling process for brokers. Our experienced insurance brokers help our clients save money and find the right coverage for their risk. Newfront is one of the fastest-growing retail insurance brokerages in the US.

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.