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.

Secura Consultants is a highly regarded insurance broker with a dedicated office serving clients in Wisconsin and Alabama. Renowned for their exceptional customer service and industry expertise, this particular office has earned stellar reviews from satisfied clients. Notably, they partnered with Qti Human Resources Inc., an employment services industry leader with 2,310 employees. Collaborating closely with Qti's HR and finance team, Secura Consultants successfully implemented a comprehensive suite of customized insurance solutions, including a self-funding arrangement, HMO and PPO plans, a pharmacy benefits management program, and a tailored drug plan. Secura Consultants' extensive client portfolio encompasses renowned organizations such as CLA (CliftonLarsonAllen), Forward Service Corporation, IronMountain Solutions, Inc., and Professional Services Group. Headquartered in Minneapolis, Minnesota, Secura Consultants caters to a diverse range of clients, from large corporations to midsize employers. Their impressive M Score reflects their vast experience and proficiency in servicing clients across different industries and sizes. With a deep understanding of various sectors, Secura Consultants excels in serving clients in employment services, motor vehicle manufacturing, architectural, engineering, and related services industries. They have demonstrated expertise in working with self-funded employers, ensuring optimal coverage and cost-efficiency. Moreover, they possess a strong track record of collaborating with HMOs and effectively addressing the specific needs of their clients. Additionally, Secura Consultants has a wealth of experience in partnering with clients and PPOs to ensure comprehensive coverage that meets the unique requirements of their members. Secura Consultants' dedication to delivering superior insurance solutions, personalized service, and industry-specific expertise makes them the go-to insurance broker for clients seeking comprehensive coverage tailored to their specific needs.

Nestled in Menomonie, WI, The Horton Group's local office distinguishes itself as a vital resource for employer benefits buyers seeking tailored insurance solutions. With a focus on medical and ancillary benefits, this office showcases its expertise in catering to the needs of both local and regional employers, positioning itself as a reliable partner for businesses in the area. The Horton Group's Menomonie location has cultivated strong relationships with a diverse clientele, including Community Service Partners in the religious, grantmaking, civic, professional, and similar organizations industry. With 860+ participants in this sector alone, the office demonstrates its ability to understand and meet the unique challenges faced by businesses within this industry. As part of a regional insurance broker firm, The Horton Group's Menomonie office stands out as a trusted local partner. Its expertise spans across religious, grantmaking, civic, professional, and similar organizations industries, showcasing a nuanced understanding of the intricacies of the local business landscape. Employers can rely on The Horton Group for tailored insurance solutions, backed by local insight and a commitment to providing excellent service.

Direct Benefits, Inc is a highly regarded local insurance consultant, operating out of their office in Saint Paul, Minnesota. With a focus on serving clients of all sizes, including large, midsize, and small employers, they offer comprehensive insurance solutions tailored to meet their specific needs. A notable example of their expertise can be seen through their partnership with Cliff Viessman Trucking, Inc, a leading employer in the general freight trucking industry, boasting 380 members. Direct Benefits worked closely with Cliff Viessman Trucking's HR and finance team to establish a self-funding arrangement, as well as a tailored Preferred Provider Organization (PPO) plan, Pharmacy Benefit Manager (PBM), and drug plan that catered specifically to the unique requirements of their members. Direct Benefits, Inc demonstrates a wealth of experience in working with self-funded clients, highlighting their expertise in managing such programs effectively. Additionally, they have a strong track record of collaborating with clients to meet their needs and achieve optimal results, particularly in the realm of PPO plans. Their partnerships with PBMs and other pharmacy providers further underscore their commitment to delivering comprehensive healthcare solutions. Operating across multiple states, including Minnesota, North Dakota, South Dakota, Nebraska, Iowa, Oregon, Michigan, Georgia, and Colorado, Direct Benefits, Inc serves a diverse client base. Some of their notable employer clients include American Bancor, Ltd., Cliff Viessman Trucking, Inc, Crosscountry Courier Inc, and Kaeding Management Group. Direct Benefits, Inc prides itself on their

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

McGriff's Minneapolis office stands as a beacon of expertise and reliability in the realm of insurance brokerage, particularly for employer benefits. As a crucial outpost of a prominent national insurance brokerage firm, McGriff brings a wealth of experience to the table. With a notable focus on midsize employers, they have honed their skills to cater effectively to the specific needs of this segment. One of the standout features of McGriff's Minneapolis location is its adept handling of self-funded clients, showcasing a deep understanding of the intricacies involved. This proficiency extends to servicing local and regional employers, making them a versatile choice for businesses of varying scales. McGriff's success stories include collaborations with industry leaders such as Intricon, a semiconductor and electronic component manufacturer in Minnesota boasting over 450 participants. Additionally, they have provided comprehensive support to Mib Group Holdings in computing infrastructure services and Novanta in the medical equipment manufacturing sector, both based in Massachusetts. McGriff's diverse portfolio is a testament to their broad expertise across industries, encompassing computing infrastructure providers, data processing, web hosting, advertising, public relations, and medical equipment manufacturing. With a track record of navigating the complexities of different sectors, McGriff's Minneapolis office emerges as a reliable partner for employers seeking tailored insurance solutions.

We are excited to celebrate our 90th anniversary this year, and through those nine decades 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 Twitter.com (@holmesmurphyins), or Facebook, or Instagram.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,000 industry-leading professionals across more than 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.