Soteria Insurance Group, based in the vibrant hub of New York, NY, operates as a sizable insurance broker, boasting a larger office to meet the diverse needs of employers. Their extensive experience in handling self-funded clients positions them as a valuable resource for employers seeking insights into stop-loss and limits, as well as detailed knowledge on pharmacy costs and other HR consulting services. This New York office of Soteria Insurance Group stands out as a key player in the industry, exemplified by their impressive client portfolio. Notable customers include Community Healthcare Network in the outpatient care centers sector with over 170 participants, Eastern Wholesale Fence in the plastics product manufacturing industry with 130+ participants, and Enzo Biochem in the chemical and allied products merchant wholesalers sector with 60+ participants. This diverse clientele underscores Soteria Insurance Group's expertise across outpatient care centers, animal food manufacturing, and nursing and residential care facilities industries. As part of a local brokerage firm, Soteria Insurance Group demonstrates a commitment to the local community and businesses. Their significant experience with midsize and small employers showcases their ability to cater to the nuanced needs of businesses of varying sizes, solidifying their position as a comprehensive and reliable partner in the realm of employee benefits.

Dickstein Associates Agency, located in New York, NY, is a notable insurance broker, particularly renowned for its expertise in serving local and regional employers. This larger office, being a part of a local brokerage firm, demonstrates a robust understanding of the unique needs and challenges faced by businesses in this area. One of their significant strengths lies in their comprehensive knowledge of medical and ancillary benefits, which is critical for companies aiming to offer competitive and comprehensive employee benefit packages. Their proficiency in these areas is particularly beneficial for midsize employers, as they can provide tailored solutions that balance cost-effectiveness with extensive coverage. A testament to their capability is their successful partnership with Ipkeys Technologies, a prominent player in the computer systems design and related services industry based in New Jersey. Dickstein Associates has adeptly managed benefits for over 140 participants at Ipkeys, showcasing their ability to handle complex benefits structures for a significant number of employees effectively. Furthermore, the agency's specialization extends to the broader computer systems design and related services industries, highlighting their adaptability and in-depth industry-specific knowledge. This expertise allows them to design benefits plans that are not only comprehensive but also aligned with the specific needs of industries that are rapidly evolving and highly technical. Overall, Dickstein Associates Agency stands out for its local focus, industry-specific expertise, and commitment to delivering customized benefits solutions that cater to the nuanced needs of midsize employers in the New York region.

Park Avenue Insurance, a reputable local insurance broker based in Lakewood, New Jersey, specializes in serving clients of large employers. With an office conveniently located in Lakewood, Park Avenue Insurance has successfully partnered with notable organizations such as Tryko Partners, a prominent employer in the medical and diagnostic laboratories industry with a workforce of 4700 members. Working closely with Tryko Partners' HR and finance team, Park Avenue Insurance collaborated to develop comprehensive insurance solutions tailored to meet the unique needs of the company and its employees. This exemplifies their commitment to delivering customized coverage options and exceptional service to their clients. Park Avenue Insurance's expertise extends beyond their work with Tryko Partners, as they serve a diverse range of employer clients across multiple states. From New Jersey, Pennsylvania, and New York to Virginia, Georgia, District of Columbia, Connecticut, South Carolina, Tennessee, Delaware, Ohio, Florida, and North Carolina, their services are widely sought after by businesses seeking reliable insurance solutions. With a strong focus on the medical and diagnostic laboratories industries, Park Avenue Insurance possesses extensive knowledge and experience in these sectors. Their expertise allows them to navigate the unique challenges faced by businesses in these industries and provide tailored coverage options that address specific risks and requirements. For large employers in need of comprehensive insurance coverage and personalized service, Park Avenue Insurance in Lakewood, New Jersey, is a trusted partner. Their commitment to expertise, client satisfaction, and customized solutions sets them apart in the insurance brokerage industry.

Advantage Healthcare Planning, based in New York, NY, stands out as a reputable insurance broker with a specific focus on serving local and regional employers. They are recognized for their expertise in medical and ancillary benefits, catering to the unique needs of midsize employers. Their proficiency is particularly notable in industries such as educational services, foundries, and motor vehicle and motor vehicle parts and supplies merchant wholesalers. A notable aspect of their service is the diverse range of industries they cover. For instance, they have successfully partnered with Auto Mall 46, a prominent player in the motor vehicle and parts supplies merchant wholesalers industry located in New Jersey. This collaboration involves managing benefits for over 440 participants, showcasing their capability to handle large-scale operations. Similarly, their expertise extends to the educational services industry, where they have effectively served The Community School in New Jersey, catering to 100+ participants. Their proficiency is further exemplified in their work with Mcwane, based in the foundries industry in Alabama, managing benefits for 160+ participants. As part of a local brokerage firm, Advantage Healthcare Planning brings a personalized and tailored approach to their services. This local grounding ensures a deeper understanding of the specific requirements and challenges faced by regional employers. Their demonstrated experience with midsize employers highlights their ability to provide customized solutions that align with the specific needs and objectives of each client. Their deep industry knowledge and local expertise make them a valuable partner for employers seeking comprehensive and tailored insurance solutions.

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.

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Armfield Harrison & Thomas is a reputable regional insurance broker with an office located in Holmdel, New Jersey. With a strong focus on serving clients of large and midsize employers, they have established themselves as a trusted partner in the insurance industry. A notable example of their expertise is their collaboration with Fi-Tek, a leading employer in the computer systems design and related services industry, employing 130 members. Armfield Harrison & Thomas worked closely with the HR and finance team at Fi-Tek to develop a tailored pharmacy benefit management (PBM) and drug plan that caters specifically to the unique needs of their members. This showcases their strong experience in working with self-funded employers and their commitment to providing customized insurance solutions. With an extensive portfolio of employer clients in the Holmdel, New Jersey area, Armfield Harrison & Thomas has developed a solid reputation for delivering exceptional insurance services. Their roster of clients includes AdvantageCare Rehabilitation Services, Deep Foods Inc., Fieldstone Properties I LLC, and Fi-Tek. Armfield Harrison & Thomas's success can be attributed to their wide range of experience and expertise across client sizes and industries. They have developed strong competencies in office administrative services, health practitioners, and computer systems design and related services. This broad knowledge base enables them to provide comprehensive insurance solutions that effectively meet the needs of their diverse client base. Driven by a commitment to excellent service and a deep understanding of the insurance landscape, Armfield Harrison & Thomas is dedicated to building long-term partnerships with their clients. They strive to deliver tailored insurance coverage that provides peace of mind and addresses the specific risks and challenges faced by their clients in the ever-evolving business environment.