Alera Group, Inc., located in New York, NY, stands out as a distinguished player in the insurance brokerage industry, especially known for its adept handling of employer benefits. As a significant branch of a large national firm, this office brings to the table a wealth of experience and a broad spectrum of knowledge, particularly in catering to the unique needs of midsize employers. Their proficiency is notably evident in their work with local and regional businesses, where they focus on delivering comprehensive solutions in medical and ancillary benefits. The expertise of Alera Group in New York is not limited to a single sector; they have established a strong presence across various industries, with educational services and legal services being their forte. A testament to their capabilities is their impressive clientele, which includes esteemed organizations like the Lycee Francais De New York in the educational services sector, boasting over 220 participants. Similarly, in the legal services industry, they have successfully collaborated with Mobilization For Justice, serving more than 150 participants. Their reach extends beyond New York, with notable work for the Institute For Advanced Study in New Jersey, another educational entity, also with more than 220 participants. This office of Alera Group, Inc. has consistently demonstrated its ability to understand and meet the specific needs of its clients, whether in the realm of educational or legal services, reinforcing their reputation as a reliable and expert insurance broker for midsize employers in the region.

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.

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.

Amalgamated Family of Companies is a reputable local insurance broker headquartered in White Plains, New York. Known for their expertise in serving large employers, they specialize in offering comprehensive insurance solutions that cater to the unique needs of their clients. One notable example of their work in White Plains is their collaboration with BD of Trustee-Amalgamated National Health Fund, an employer with an impressive member count of 16,000 in the insurance-related activities industry. Amalgamated Family of Companies worked closely with the HR and finance team of BD of Trustee-Amalgamated National Health Fund to design and implement a range of plans, including HMO, PPO, PBM, and drug plans. These tailored solutions ensure that the members receive optimal coverage that meets their specific requirements. Amalgamated Family of Companies operates across multiple states, including Illinois, Ohio, Michigan, Missouri, Texas, California, Wisconsin, Virginia, Minnesota, New York, Indiana, Pennsylvania, New Jersey, South Dakota, Georgia, Tennessee, Maryland, Washington, Iowa, North Carolina, Mississippi, Colorado, Arizona, Nevada, Florida, Oregon, West Virginia, Alabama, Utah, South Carolina, Kentucky, Montana, Idaho, District of Columbia, Massachusetts. This broad geographic coverage allows them to extend their services to a diverse range of clients nationwide. With a strong focus on the insurance-related activities and activities related to real estate industries, Amalgamated Family of Companies has developed extensive expertise in these sectors. This knowledge enables them to provide specialized and effective insurance solutions to businesses operating within these fields. In summary, Amalgamated Family of Companies is a trusted local insurance broker based in White Plains, New York, specializing in serving large employers. Their successful partnership with BD of Trustee-Amalgamated National Health Fund exemplifies their ability to create tailored plans to meet the unique needs of their clients. With a broad geographic reach and expertise in insurance-related activities and activities related to real estate, Amalgamated Family of Companies is well-equipped to provide comprehensive insurance solutions across a wide range of industries and locations.