SCS Financial, located in the bustling heart of New York, NY, stands out as a trusted insurance broker catering to the diverse needs of local and regional employers. Specializing in comprehensive medical and ancillary benefits, this office is a beacon of expertise in the competitive landscape. Their seasoned professionals bring a wealth of knowledge, particularly excelling in servicing the computer systems design and related services industry. Noteworthy is their successful partnership with Valuemomentum, a key player in computer systems design and related services based in NJ. Handling a participant pool of over 640, SCS Financial has demonstrated a remarkable ability to navigate the intricacies of this industry. Their commitment to understanding and meeting the unique challenges faced by businesses in this sector is a testament to their tailored approach. As part of a local brokerage firm, SCS Financial combines the personalized touch of a community-oriented entity with the resources and capabilities of a broader network. This synergy empowers them to deliver effective solutions that resonate with the dynamic needs of their clients. With a proven track record and a focus on client satisfaction, SCS Financial's New York, NY location is an invaluable partner for employers seeking excellence in insurance and benefits services.

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.

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.

Insurance is the business of protecting futures. Whether it’s for individuals or families, a small business or corporation, you want experienced professionals to help you prepare for life’s uncertainties. Hardenbergh Insurance Group offers personal and business insurance, as well as group and individual benefits. Our policies include automobile, homeowners, liability, workers’ compensation, medical and more. A PROUD TRADITION The Hardenbergh Insurance Group has been a family owned and operated company for three generations. In over 60 years of business in the Delaware Valley we have focused on insuring futures of both business and families. The tradition and culture created in 1954 still continues today. OUR MOST IMPORTANT ASSET At Hardenbergh we use our 60 years of experience in the insurance industry and leading-edge technology to provide a strategic plan to best meet the needs of our clients. Our staff expertise extends to all varieties of insurance coverages and allows us to keep pace in this continually evolving industry. Our unique culture has enabled us to quickly adapt our services to satisfy our customers. A SUPERIOR LEVEL OF SERVICE Our agency provides the best solutions for your insurance and risk management planning. We utilize the industry’s top providers, and our dedicated staff creates cost effective, tailored service plans to protect your families and your financial and business goals. We are proactive for you, year round, which is the best strategy for your success.

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.

Chas E. Rue & Son, Inc., located at 3812 Quakerbridge Road, Trenton, NJ, is a distinguished insurance brokerage firm with over a century of experience, having commenced operations in 1917. As a local brokerage firm, they are well-versed in catering to the specific needs of regional employers, particularly in the domain of medical and ancillary benefits. A notable example of their clientele is Burris Logistics, a prominent player in the grocery and related product merchant wholesalers industry, based in Delaware. With more than 910 participants, this relationship showcases Chas E. Rue & Son, Inc.’s proficiency in managing extensive employee benefit programs, especially for businesses in the grocery and related industries. Their long-standing presence in the business, which spans 106 years, is a testament to their reliability and expertise in the insurance sector. The firm is headed by Mr. William M. Rue, who holds the position of President, emphasizing a stable and consistent leadership that has likely contributed to their enduring success and reputation in the insurance industry. For an employer benefits buyer, Chas E. Rue & Son, Inc. represents a blend of historical expertise and a focused approach towards specific industries, making them a potentially valuable partner for companies seeking specialized insurance solutions that align with their unique business needs and employee demographics.

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.