Creative Benefit Plans Inc., based in New York, NY, stands out as a local brokerage firm adept at catering to the specific needs of regional employers, particularly in the architectural, engineering, and related services industries. With a notable client like Thermo System in New Jersey, which has over 240 participants, their proficiency in handling large-scale employee benefits is evident. Their services extend to a wide array of sectors, including restaurants, non-profits, physicians, hospitality, accountants, mechanics, service industry, manufacturing, retail, lawyers, engineers, and fashion. This diversity showcases their ability to tailor solutions to various industry requirements. They offer comprehensive group insurance solutions for businesses, encompassing medical, dental, vision, group life, disability, state-mandated, and voluntary benefits. In addition to these, they also cater to individual insurance needs with products like life insurance, disability insurance, long-term care, and medical insurance. Moreover, their expertise in pension planning is highlighted by their offerings in 401(k) and 403(b) plans, indicating a holistic approach to employee benefits and personal financial planning. Overall, Creative Benefit Plans Inc. emerges as a versatile and experienced player in the insurance brokerage industry, adept at handling a wide spectrum of client needs across various industries. Their comprehensive range of services ensures tailored solutions for both employers and individual clients, making them a strong candidate for any employer benefits buyer evaluating their New York office.

Allen & Stults Co., Inc. is a Trusted Choice independent insurance agency offering a comprehensive suite of insurance solutions. Established by John Allen & Charles Stults in Hightstown in 1881, the fifth generation of the Stults family currently operates the agency. For over 140 years we have served families, businesses and non-profit organizations across New Jersey and surrounding areas. As we have grown, so have our deep connections with our community and clientele.

Mondschein Associates, located in the bustling business hub of New York, NY, operates from a larger office, strategically positioning themselves as a prominent player in the insurance brokerage landscape. With a rich history of catering to a diverse clientele, they bring a wealth of experience to the table, particularly excelling in serving self-funded clients. Their expertise extends to supporting local and regional employers, making them a valuable asset for businesses of varying scales. This New York-based office of Mondschein Associates boasts an impressive portfolio of clients, including renowned names such as Gagosian Gallery in the retail trade industry, Krish Actuarial in professional, scientific, and technical services, and Red Arrow Studios International in the motion picture and video industries. These collaborations underscore their versatility across sectors, with a demonstrated track record in retail trade, business support services, and motion picture and video industries. As a key player in the local brokerage scene, Mondschein Associates has established itself as a go-to partner for midsize employers, showcasing a keen understanding of their unique needs. Their commitment to delivering tailored solutions and their expansive industry knowledge positions them as a reliable choice for employers seeking comprehensive and customized insurance brokerage services in the dynamic New York market.

Oppenheimer is a 129-year old, Minneapolis-based law firm. It’s a recognized leader in providing practical legal counsel to businesses of all sizes—from start-ups to Fortune 500 corporations. The firm’s core practices include corporate finance, mergers and acquisitions, securities, real estate finance, lending and business litigation, with specialty practices in complex healthcare litigation, employee benefits, intellectual property and labor and employment.

IT'S BEEN OVER 50 YEARS since LG Planning Group began our journey into the world of insurance specializing in group health and dental plans. Although the industry has drastically changed and our areas of expertise have expanded into Risk Management and Financial Planning, one thing has remained the same…service, relationship building, compassion and understanding our clients needs is more than what we do, it’s who we are. As Gary Levine and Matt Glazer, Managing Partners at LG Planning Group, put it, “Its not just one thing that makes LG Planning Group stand out, it’s the blending of expertise, client support, integrated technology, and understanding of our clients goals that allows us build deep relationships that last rather than just on-boarding clients we serve. “ At LG Planning Group we don’t believe that client satisfaction is the main benchmark of success. We believe that client satisfaction coupled with ensuring that our clients, their employees, their families, their assets and their futures are safe and secure more completely encapsulates what we are trying to achieve. It’s with this “the client is family” philosophy in mind that LG Planning Group, and our partners, move forward implementing our vision, to integrate data, analytics and technology, and do it all with a human touch.