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.

Wheeler Associates, a local insurance broker with an office located in Duluth, Minnesota, is dedicated to providing exceptional insurance services to clients across the state. With extensive experience and expertise in the Duluth market, Wheeler Associates is recognized as one of the top brokerages in the area. Specializing in serving large and midsize employers, this office has successfully collaborated with notable clients such as Stellis Health, a prominent 180-member employer in the offices of physicians industry. Wheeler Associates takes pride in their ability to understand and address the unique needs of their clients. Their collaboration with Stellis Health is a testament to their commitment to tailor insurance solutions to fit their clients' requirements. By working closely with Stellis Health's HR and finance team, Wheeler Associates successfully implemented a self-funding arrangement, as well as a personalized pharmacy benefit management (PBM) and drug plan. This tailored approach ensures that Stellis Health's members receive comprehensive coverage that meets their specific healthcare needs. The expertise of Wheeler Associates extends beyond the offices of physicians industry. They have a strong track record working with self-funded employers and possess deep knowledge of PBMs and other specific pharmacy providers. Additionally, Wheeler Associates has established partnerships with a range of employer clients, including Granicus, Inc, L & M Supply Inc, Miner's Inc, and Amsoil Inc, showcasing their versatility across different industries. With their wide-ranging experience and a strong M Score, Wheeler Associates stands out as a trusted insurance broker in Duluth, MN. Employers can rely on their comprehensive expertise and dedicated service to navigate the complex world of insurance and find the best coverage options for their organizations and employees.

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.

Group Solutions, located in Minneapolis, MN, boasts a sizable office equipped to cater to the diverse needs of employers seeking comprehensive insurance solutions. With a proven track record, this local brokerage firm stands out for its extensive experience working with self-funded clients, providing adept support to both local and regional employers. Their expertise spans various industries, including beer, wine, and distilled alcoholic beverage merchant wholesalers, rail transportation, and electrical equipment manufacturing. Notable clients such as 7G Distributing, a leader in the beer, wine, and distilled alcoholic beverage merchant wholesalers sector with 150+ participants, Bmc Aggregates LC in nonmetallic mineral mining and quarrying with 160+ participants, and Bodine Electric Company in electrical equipment manufacturing with 240+ participants, underscore the broker's ability to navigate the intricacies of diverse industries. This office stands out for its significant experience in serving midsize and large employers, showcasing a nuanced understanding of the distinct challenges and opportunities inherent in both segments. Group Solutions in Minneapolis, MN, is synonymous with tailored insurance solutions, leveraging its local presence and industry-specific expertise to empower employers in safeguarding their workforce and enhancing overall well-being.

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