Welcome to Innovo Benefits Group! We are a Boston-based benefits administration and management consulting firm, founded in November 2016, to drive innovation in our industry and better address the increasing level of customization that today’s organizations require to thrive in a changing market. Led by a team of experienced industry executives who combine deep knowledge of employee benefits programs with strong compliance backgrounds, our firm provides a spectrum of employee benefits and services — including administration, plan design, and education — to large and small businesses nationwide. Innovo was founded in November [2016] and has been working to connect with firms that mirror our mission for continuous innovation. In past lives, our team leaders managed benefits practices for respected organizations on both the client and consulting sides of the industry. Our business model was shaped by these experienced benefits professionals, who listened to the needs of the market and committed to delivering a better alternative. SERVICES • Plan Consulting & Marketing • Compliance • Technology & Administration • Education & Wellness • Human Resources Consulting & Administration

New England Medical Insurance is a trusted partner in employee health and welfare benefits for over 40 years. As a stalwart in the employee health and benefits insurance industry in Greater Boston, we are more than just a provider. We are a trusted partner for businesses seeking comprehensive and customizable benefits solutions. Our vast experience, combined with a forward-thinking approach, empowers us to design, implement, and service a wide range of employee health and benefits plans. But what truly sets us apart is our ability to tailor these plans to the unique needs of each client, making them feel understood and valued.

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-152951 Exp 3/25

Sentinel Group is the employee benefits provider who makes it EASY: easy for your people; easy for your business; and easy for you.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Atlantic Resource Group specializes in assisting employers develop, communicate and maintain their employee benefit plans and programs.

J J Bodner Insurance is an information technology and services company based out of 8 Clarendon St, Boston, MA, United States.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

IIG specializes in providing institutional insurance (BOLI, COLI, ICOLI) as a financial tool to corporations, financial institutions, and qualified investors. Our clients include banks, insurance companies, and Fortune 500© firms. Our products are widely used by financial institutions, corporations, and investors to mitigate liabilities, provide tax efficiency, and help improve total return on assets. IIG looks to provide the most efficient products from the markets’ best insurance carriers when determining solutions for our select clientele. Our relationships span multiple carriers and distribution channels to provide individually customized programs that stand the test of time.