For over 30 years, clients have relied on the professionals at Katz/Pierz to design and manage benefit programs that meet their unique needs while providing exceptional service to benefit administrators, employees, and their families every day. Katz/Pierz is now a division of World. Katz/Pierz provides strategic benefit advice supported by technology and backed by a team of knowledgeable professionals. Our programs help clients attract and retain valued employees, and our enthusiastic staff is always available to help those employees and their families navigate today’s complex healthcare system.

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.

Labor First LLC in Philadelphia, PA, stands as a trusted insurance broker with a proven track record of providing expert services to local and regional employers, specializing in medical and ancillary benefits. With a focus on industries such as general freight trucking and building equipment contractors, this office location boasts a wealth of experience that sets them apart in the competitive insurance landscape. One of Labor First LLC's strengths lies in their deep understanding of employer needs, exemplified by their impressive client portfolio. Notable among their top customers are the Board of Trustees of Local 295 IBT Employer Group Welfare Fund, a key player in the general freight trucking industry based in NY with over 530 participants. Additionally, they serve the Board of Trustees-Teamsters Local 671 Health Services in CT, a significant force in the general freight trucking industry with 830+ participants, and the Plumbers & Pipefitters LU No572 Health & Welfare Fund in TN, a leader in the building equipment contractors industry with 340+ participants. As a local brokerage firm, Labor First LLC is deeply rooted in the community, providing personalized and tailored solutions to meet the diverse needs of their clients. Their extensive expertise in navigating the complexities of insurance in various industries makes them a reliable partner for employers seeking comprehensive and effective benefits solutions.

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.

RetireeFirst, based in the vibrant city of Philadelphia, operates a sizable office dedicated to providing comprehensive insurance solutions. With a focus on employer benefits, this larger office boasts extensive expertise in catering to the needs of local and regional businesses. Notably, their proficiency spans across various industries, including building equipment contractors, insurance and employee benefit funds, and grocery and convenience retailers. One hallmark of RetireeFirst's success is their diverse clientele, exemplified by esteemed organizations such as Iron Workers Local Union 401 Supplemental Welfare Fund in PA, Board of Trustees of Ppf Local 803 H&W Fund in FL, and Board Trustees Asbestos Wrks L24 Medical Fund in MD. These partnerships underscore the broker's adaptability and effectiveness across different sectors. As a key player in the local brokerage scene, RetireeFirst stands out for its demonstrated experience with employers of all sizes. From midsize enterprises to large corporations and small businesses, this broker tailors its services to meet the unique needs of each client. With a track record of success and a commitment to excellence, RetireeFirst's Philadelphia office is a reliable partner for employers seeking top-tier medical and ancillary benefits solutions.

Executive Financial Group, Inc., based in the vibrant city of Philadelphia, PA, stands out as a reputable insurance broker specializing in employer benefits. With a robust focus on both medical and ancillary benefits, this office location excels in providing tailored solutions to local and regional employers. Their seasoned team boasts exceptional expertise, ensuring that clients receive comprehensive coverage that aligns with their unique needs. One notable achievement is their successful partnership with Unified Door and Hardware Group, a prominent player in the wood product manufacturing industry located in NJ. Executive Financial Group has demonstrated its prowess by serving this client with dedication, managing benefits for over 350 participants. This achievement underscores their ability to handle the complexities of large-scale operations while delivering personalized service. Being an integral part of a local brokerage firm, Executive Financial Group, Inc. distinguishes itself through a commitment to understanding the specific challenges faced by businesses in the region. Their hands-on approach, coupled with a deep understanding of the intricacies of employer benefits, positions them as a trusted partner for companies seeking reliable and effective insurance solutions in the Greater Philadelphia area.

We are a full service employee benefits, actuarial, investment, and compensation consulting firm with over 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex benefits issues so that they can best manage future financial risks and provide valuable benefits to their employees.

Advanced Benefit Concepts of Cherry Hill, LLC. is a highly reputable insurance broker serving clients of various sizes, including large, midsize, and small employers. Renowned for their exceptional customer service and expertise, this local insurance consultant, based in Cherry Hill, New Jersey, has garnered excellent reviews from satisfied clients. With a focus on self-funded employers, they possess extensive experience in crafting tailored insurance solutions for different organizations. A standout feature of Advanced Benefit Concepts of Cherry Hill, LLC. is their proficiency in working closely with clients and Preferred Provider Organizations (PPOs) to meet the unique needs of members. They also have significant expertise in collaborating with Pharmacy Benefit Managers (PBMs) and other specific pharmacy providers. This comprehensive approach ensures that clients receive the most suitable and cost-effective insurance coverage. One notable success story of this office involves their partnership with Apt Electronics Inc., a 100-member employer operating in the electrical equipment and component manufacturing industry. Collaborating with Apt Electronics' HR and finance team, Advanced Benefit Concepts of Cherry Hill, LLC. designed a range of customized plans, including an HMO plan, PPO plan, PBM, and drug plan, specifically tailored to the needs of Apt Electronics' members. Thanks to their extensive experience and expertise across client sizes, industries, and products, Advanced Benefit Concepts of Cherry Hill, LLC. boasts one of the highest M Scores possible. Their strong knowledge extends to various sectors, including offices of physicians, legal services, computer systems design, and related services industries. Servicing clients in New Jersey, Pennsylvania, California, and Colorado, this location of Advanced Benefit Concepts of Cherry Hill, LLC. has established partnerships with notable employers such as Center For Family Services Inc, Community Realty Management, Hale Trailer Brake & Wheel Inc Sales and Service, and Harris Freeman & Co. This widespread presence demonstrates their ability to cater to diverse client needs in different regions effectively.