As an independent brokerage for 91 years, this has always remained true...“Caring for Your Unique Potential Is Our Soul Purpose.” That statement is the core of how we do business. We ask the tough questions, avoid the easy path, believe fully in caring for the unique challenges of our clients, and leverage our greatest assets — the hearts and minds of our people — to advocate on behalf of our clients. That’s our approach to risk management and benefits consulting, and it’s worked for us since our inception in 1932. As an independent brokerage, we serve clients in every industry and of almost every size, with the ultimate goal of providing exceptional service and caring for our clients’ unique potential. For more information, visit www.holmesmurphy.com. You can also follow us on X (@holmesmurphyins), or Facebook, or Instagram.

Preferred Concepts provides premier coverage solutions focused on the real estate industry. We are backed by decades of experience insuring a broad array of property types via a novel and contemporary approach to underwriting.

We specialize in providing innovative solutions to our clients. We pride ourselves on our ability to work with you in developing a diverse and tailored insurance portfolio with the flexibility to accommodate your changing personal and business needs. Commercial Commercial Surety & Bonds Business Owner Policies Commercial Auto Commercial Umbrella Crime EPLi Equipment Breakdown Errors & Omissions Fiduciary Garage Owners General Liability Professional Liability Worker’s Compensation Inland Marine Directors’ & Officers’ Liability Cyber Liability Personal Automobile Boat Classic & Antique Condominium Flood Homeowners Motorcycle Renters’ Umbrella

Mayer Insurance Agency is a top Independent Insurance Agency located in the Twin Cities (Apple Valley, MN). For over 30 years, we have been serving our clients by providing them competitive and comprehensive personal and commercial insurance coverage. Whether you need insurance for your home, car, or business we have you covered with the top insurance carriers available.

Morgan Planning Group, LLC, located in Minneapolis, MN, operates from a substantial office, showcasing their robust presence in the insurance brokerage sector. Specializing in serving both local and regional employers, their expertise is evident in their successful collaborations with a diverse range of industries. With a proven track record, this larger office has demonstrated a keen understanding of self-funded clients, offering valuable support to organizations seeking comprehensive employer benefits solutions. The team at Morgan Planning Group, LLC, exhibits unparalleled proficiency across various sectors, notably excelling in general freight trucking, nonresidential building construction, and machinery, equipment, and supplies merchant wholesaling. Their extensive experience is underscored by successful partnerships with prominent clients, including the Abc of Mn Consortium Health Plan in nonresidential building construction (1020+ participants), Hoovestol in general freight trucking (1740+ participants), and Road Machinery & Supplies Co in machinery, equipment, and supplies merchant wholesaling (470+ participants). As part of a local brokerage firm, this office benefits from a network that enhances their ability to tailor solutions to the unique needs of large employers. Morgan Planning Group, LLC, stands out for their commitment to excellence and their demonstrated ability to navigate the complexities of the insurance landscape, making them a strategic choice for employers seeking a trusted partner in optimizing their benefits offerings.

Businesses and individuals partner with us to help them simplify the complex and develop comprehensive, streamlined solutions. As a top-ranked national advisory firm, we identify your unique needs to deliver customized insurance, risk mitigation, employee benefits, and wealth management solutions. If you can imagine it. If you can dream it. If you can see it when others can’t. We can protect it.

BENEUSA LLC is an Employee Benefit General Agency based out of 261 School Avenue, Suite 350 / Excelsior, Minnesota, United States. We cater to insurance brokers and their organizations by marketing their prospects and preparing a customized presentation.

Dattilo Consulting, Inc. helps companies and their employees thrive through affordable benefit plans and related services. Headquartered in the West Metro (Chanhassen, MN) we specialize in comprehensive employee benefits consulting and services for companies in the broader St. Paul and Minneapolis area. BENEFITS CONSULTING DCI clients spend 49% less on benefits than the national average. Employees spend 21% less. We help you navigate company health insurance plans, develop strategies to reduce healthcare costs, evaluate health insurance pricing models, and find the right mix of employee benefits to keep your competitive edge. ■ Group health insurance benefits - Including BENIC plan (benefiting employees not insurance companies) ■ HSA (Health Savings Account) ■ HRA (Health Reimbursement Arrangements) ■ Copay health insurance ■ Company Dental Insurance plans ■ Group Life Insurance ■ Employee disability plans ■ Vision Plans ■ Voluntary Benefit Plans ■ Cafeteria plans - POP (Premium Only Plans) - FSA plans (Flexible Spending Accounts) - DCAP (Dependent Care Assistance Plan) HR CONSULTING & SUPPORT A common fear we hear from Controllers and HR Directors is dropping the ball and creating liability for their company because there isn’t enough time or help to get everything done. We bring order to chaos by helping you with simple day to day operations like onboarding and offboarding, open enrollment, health plan administration, and regulatory compliance. ■ Offboarding (employee termination) ■ Open enrollment (electronic and paper materials, in-person meetings, digital distribution) ■ HSA, HRA, and FSA plan administration ■ HR Compliance management - COBRA administration - Affordable Care Act (1094C, 1095C) - CMS (Centers for Medicare & Medicaid Services) Reporting - 5500 filings - Document storage and organization - Department of Labor (DOL) audit reports If you need help implementing or managing benefits, give us a call! (952) 448-8800

The Horton Group, a Marsh & McLennan Agency LLC company, is a full-service brokerage offering business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals nationwide.

Nelson Woodis & Sullivan Inc., nestled in the heart of Minneapolis, MN, stands as a trusted insurance broker with a local touch and a regional impact. Specializing in employer benefits, their seasoned team boasts impressive expertise tailored to the needs of both local and regional businesses. This office has cultivated a deep understanding of the medical and ancillary benefits landscape, offering valuable insights to employers seeking comprehensive coverage. Distinguished by their commitment to excellence, Nelson Woodis & Sullivan Inc. has forged partnerships with notable entities, including Southdale Pediatric Associates Ltd and Wold Architects. These partnerships underscore their prowess in serving diverse industries, from the offices of physicians to architectural, engineering, and related services. Notably, they cater to midsize employers, showcasing a nuanced understanding of the challenges and opportunities specific to this segment. As an integral part of a local brokerage firm, this Minneapolis-based office brings a personalized touch to the insurance landscape. Their client roster attests to their proficiency, with Southdale Pediatric Associates Ltd and Wold Architects, among others, benefiting from tailored solutions. With over 150 participants in the offices of physicians sector and 250+ participants in architectural, engineering, and related services, Nelson Woodis & Sullivan Inc. in Minneapolis exemplifies a broker with the local insight and regional impact that discerning employers seek.