Corporate Synergies is a national insurance and employee benefits brokerage & consultancy. We deliver strategies that control costs, relieve administrative burdens and mitigate risk. Our benefits & insurance experts develop a deeper understanding through established listening posts in all areas of our competencies, fueling our ability to better execute. We have won numerous awards and are recognized for our level of service and innovative programs. Corporate Synergies has also been designated as a Business Journal “Top Places to Work” company. We operate nationally from five U.S. locations, including our headquarters in Camden, New Jersey; and regional offices in New York City; Melville, New York; Bethesda, Maryland; and Orlando, Florida. Corporate Synergies | 1.877.426.7779 | www.corpsyn.com

Newport helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services. Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected companies in the United States, from small businesses to the Fortune 1000. Our clients and their financial advisors rely on us for our independent and objective approach, our expertise, and our dedication to the highest level of flexible, responsive service. ----- Copyright © 2015-2022 Newport Group, Inc. All rights reserved. Unauthorized access is prohibited. This site is designed for U.S. residents only. Please consult with your tax, accounting or legal advisors before making decisions. Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser and subsidiary of Newport Group, Inc, an Ascensus Company. Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc., an Ascensus Company. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc. For more Investment information about Newport Group Consulting and its services, please visit newportgroup.com or refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visiting our website, www.newportgroup.com or advisorinfo.sec.gov. Newport Trust Company, is a New Hampshire state chartered trust company and subsidiary of Newport Group, Inc., an Ascensus Company. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complimentary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

J.W. Edens & Co. Insurance, A World Company is a reputable regional insurance broker, conveniently situated in New Smyrna Beach, Florida. With a solid track record in the industry, they have established themselves as a trusted partner for clients of all sizes, ranging from large corporations to midsize employers. Their expertise spans various sectors, including ventilation, heating, air-conditioning, and commercial refrigeration equipment manufacturing, professional, scientific, and technical services, as well as health practitioners industries. The New Smyrna Beach office of J.W. Edens & Co. Insurance, A World Company has successfully collaborated with prominent employers in the region, such as Merritt Island Boat Works. As a notable example, they worked closely with Merritt Island Boat Works' HR and finance team to develop a customized HMO plan, PBM, and drug plan tailored to meet the unique needs of the company's 100 employees. This demonstrates their commitment to delivering tailored insurance solutions to address specific requirements. Furthermore, J.W. Edens & Co. Insurance, A World Company boasts an impressive client portfolio, which includes esteemed organizations like Brevard Health Alliance, Composite Holdings Inc, Mainstream Engineering Corporation, and Merritt Island Boat Works. Their extensive client base reflects their ability to provide comprehensive insurance services across Florida. Notably, J.W. Edens & Co. Insurance, A World Company is recognized as one of the leading brokerages in the Palm Bay, FL market, thanks to their wealth of experience and in-depth understanding of the local insurance landscape. Clients can rely on their expertise to navigate the complexities of insurance and make informed decisions that align with their unique business objectives.

Innovative Benefit Solutions, situated in Orlando, FL, stands out as a premier insurance broker, particularly for employer benefits. This office location excels in catering to the unique needs of local and regional employers, specializing in crafting comprehensive medical and ancillary benefit packages. Distinguishing itself through a wealth of experience, Innovative Benefit Solutions has fostered strong relationships with a diverse range of businesses. Notable among its clientele is Proactive Technologies, a leader in computer systems design and related services, hailing from Florida and boasting over 120 participants. The brokerage firm showcases a remarkable understanding of the specific challenges and requirements within the computer systems design industry. What sets Innovative Benefit Solutions apart is not only its extensive expertise in the realm of employer benefits but also its commitment to providing tailored solutions. This commitment is particularly evident in their collaboration with Proactive Technologies and other businesses in similar industries. As an integral part of the local brokerage firm landscape, the Orlando-based office embodies a customer-centric approach, ensuring that each client receives personalized attention and optimal benefit solutions. With a track record of excellence and a focus on client satisfaction, Innovative Benefit Solutions stands as a trusted ally for employers seeking top-tier benefits consultancy in the vibrant business landscape of Orlando, FL.

Explain My Benefits is a local insurance consultant based in Oviedo, Florida, serving clients across multiple states including Florida, Arkansas, Missouri, Kansas, Georgia, Maryland, South Carolina, Ohio, North Carolina, Illinois, California, Michigan, and Kentucky. With a diverse client base ranging from large to small employers, Explain My Benefits has gained a reputation for their extensive experience and expertise in the insurance industry. One notable example of their work is their collaboration with OTO Development, a prominent employer in the real estate industry with 1,640 members. The dedicated team at Explain My Benefits partnered with OTO Development's HR and finance department to establish a self-funding arrangement, tailored HMO plans, a comprehensive pharmacy benefit management (PBM) system, and a drug plan specifically designed to address the unique needs of their members. Explain My Benefits has a remarkable track record in various industries, including health care and social assistance, as well as educational services. They possess a deep understanding of self-funded clients, having garnered substantial experience working with such employers. Additionally, their proficiency extends to effectively collaborating with HMOs and clients to ensure the best outcomes for members. Furthermore, Explain My Benefits has demonstrated expertise in working with PPOs and identifying suitable pharmacy providers, including PBMs. With their comprehensive range of services and an exceptional M Score, Explain My Benefits has solidified their position as a trusted insurance broker. Their dedication to tailoring solutions and meeting the unique needs of each client, combined with their industry expertise, makes them an invaluable partner for companies like A.B. May Company, Accountable Healthcare Staffing Corporate Office, Arisa Health Inc, and Atlantic Tractor, LLC, among others

The Bailey Group is the largest pure employee benefits firm in Northeast Florida with over 70 full-time representatives, each dedicated to being an extension of their clients’ HR departments. In addition to their employee benefits offerings, The Bailey Group has a dedicated Well-Being & Engagement team focused on helping clients build successful and sustainable wellness programs that generate results. Health insurance for individuals and families is provided as a local agency for Florida Blue, and financial services (from retirement planning to investments) are provided for both employers and individuals.

Brown & Brown, located in the Daytona Beach-Deltona area of Florida, stands out as a distinguished insurance broker, particularly acclaimed for its specialization in employer benefits. As a key division of a prominent national insurance brokerage firm, this office brings a wealth of experience and expertise to the table, particularly in the realm of medical and ancillary benefits. This location has earned recognition for its adept handling of local and regional employers, showcasing a deep understanding of the unique needs and challenges faced by businesses in various industries. Notably, they have demonstrated exceptional proficiency in catering to sectors like business support services and telecommunications, as evidenced by their successful partnerships with significant clients. Among their top clientele is Call 4 Health, a prominent player in the business support services industry based in Florida. Brown & Brown has effectively managed benefits for over 340 participants at Call 4 Health, tailoring solutions that align with the company's specific requirements. Another key client is Comnet Communications, a major name in the telecommunications sector located in Connecticut. For Comnet Communications, they have adeptly handled benefit solutions for around 350 participants, further showcasing their capability to manage large-scale employer benefits efficiently. Their approach combines localized insight with the robust resources of a large national firm, enabling them to offer tailored, effective benefits solutions. This makes Brown & Brown's Daytona Beach-Deltona office an ideal choice for employers seeking a knowledgeable and experienced insurance broker that can navigate the complexities of employee benefits with ease and precision.