CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.

Hudson Shore Group Inc. is an insurance company based out of 141 W Front St, Red Bank, NJ, United States.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies across the United States. Our people and experience, coupled with sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.

Benefit Consulting Insurance, located in the bustling heart of New York, NY, stands out as a prominent player in the insurance brokerage sector, particularly known for its adept handling of employer benefits. As a sizable office within a local brokerage firm, they have carved a niche in offering tailored solutions to both midsize and large employers, showcasing a versatile approach to client needs. Their expertise shines in working with self-funded clients, a domain where they have accumulated substantial experience. This expertise is further exemplified by their impressive portfolio of top-tier clients across various industries. Notable among these is Carey Asset Management Corp, a key player in the activities related to the real estate industry, based in New York, with over 110 participants under their wing. This demonstrates their capability to efficiently manage complex benefit plans in a high-stakes industry. Equally impressive is their collaboration with Aaaa Group Insurance Trust, a significant entity in the insurance and employee benefit funds industry, based in North Carolina. Managing benefits for a vast group of over 980 participants, Benefit Consulting Insurance has proven their prowess in handling large-scale, industry-specific insurance needs. Their proficiency extends to the retail trade industry, as showcased by their association with Hudson Group Hg in New Jersey, serving more than 190 participants. This diversity in clientele highlights their adaptability and deep understanding of varied industry requirements. Benefit Consulting Insurance's ability to offer specialized, industry-specific solutions, combined with their experience with a broad spectrum of employer sizes, positions them as a highly capable and reliable choice for businesses seeking comprehensive insurance and employee benefits solutions.

Bankers Cooperative Group, located in New York, NY, stands out as a prominent insurance broker, particularly recognized for its proficiency in catering to local and regional employers. This larger office is a part of a local brokerage firm and has carved a niche for itself in offering specialized medical and ancillary benefits. Their expertise is notably strong in the depository credit intermediation and child care services industries. They have a proven track record of handling midsize employers with a focus on customized solutions. Notably, they have served prominent clients like Bcb Community Bank in New Jersey, catering to over 370 participants. This engagement demonstrates their capability in managing substantial groups in the depository credit intermediation industry. Additionally, they have efficiently provided services to Kearny Bank, another significant player in the same industry, with a robust participant base of over 720. Furthermore, their experience extends to the child care services industry, where they have successfully managed the needs of Children's Aid and Family Services in New Jersey, supporting more than 200 participants. This diverse client portfolio underscores their adaptability and depth of knowledge across various sectors. Bankers Cooperative Group's blend of local knowledge, industry-specific expertise, and ability to handle a range of employer sizes makes them a formidable choice for businesses seeking comprehensive insurance brokerage services in the New York region. Their approach is tailored to meet the unique needs of each client, ensuring a partnership that is both effective and enduring.

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

benefEx clears your path toward a sustainable, affordable health care and employee benefit system — one that will actually satisfy the majority of your participants. Our exclusive PReACTIVE INSIGHT® process — forged by combining the complementary disciplines of economics and psychology — guarantees a unique, concierge-type approach to benefit design, brokerage, and consulting. Carefully measuring your employees' perceptions and preferences about benefit programs — while protecting their anonymity — helps us provide a customized roadmap that can guide your progress through the benefit challenges of today — and tomorrow. If you're losing the health care game, benefEx can help you change the rules!