The Atlantic Benefits Agency in Bridgeport, CT, distinguishes itself as a seasoned insurance broker with a strong emphasis on serving the diverse needs of local and regional employers. Their extensive experience in working with self-funded clients positions them as a valuable partner for businesses seeking innovative and customized benefit solutions. Noteworthy among their clientele are prominent companies like J Frank Associates in the professional, scientific, and technical services industry. With over 160 participants, this partnership underscores The Atlantic Benefits Agency's capability to address the nuanced requirements of a sophisticated industry. In the realm of advertising, public relations, and related services, The Atlantic Benefits Agency has showcased exceptional expertise. A prime example is their collaboration with What If Media Group, a key player based in NJ with over 290 participants. This success reflects the agency's adeptness in tailoring benefit packages to the unique demands of the advertising and related services sector. Situated within a local brokerage firm, The Atlantic Benefits Agency in Bridgeport, CT, is deeply rooted in the community, providing a personalized touch to their services. Their demonstrated experience with midsize employers further highlights their versatility in navigating the complexities of businesses of varying scales. With a commitment to excellence, this office stands as a reliable partner for employers seeking comprehensive and tailored benefit solutions.

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.

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer

Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

Built on the principle of treating people the way we would want to be treated and never losing sight of the importance of relationships, Professional Group Plans has grown organically over the last two decades into the largest full service General Agency in the Tri-State Area. Specializing in employee benefits, we serve over 90,000 employer groups, with well over 600,000 covered lives and bill over $2,800,000,000 in premium sales per year. As large as we are, we pride ourselves on servicing each and every broker, and their clients, with the same prompt and courteous service. Our reputation for the way we conduct business, along with our size and scale, has allowed us the opportunity to develop close relationships with all of the major insurance carriers and leading industry vendors. This gives us the unique advantage of dedicated support and resources, which in turn gives our brokers, and their clients, faster turnaround times, exceptional customer service and access to cutting edge products. Headquartered in Hauppauge, New York, with other locations in Manhattan and New Jersey, we are staffed with nearly 100 employees that continue to provide the exceptional service we are known for throughout the industry. Our Mission: “To passionately deliver value to our broker partners by providing them with the expertise, education, support and resources they need to effectively service their clients and achieve success” Our Core Belief: “Treat people the way we would want to be treated and never lose sight of the importance of relationships”

DMS ExecutiveEmployee Benefits, located in the bustling heart of New York, NY, stands out as a proficient insurance broker specializing in catering to the unique needs of midsize employers. This local brokerage firm, deeply rooted in the community, offers tailored services that resonate well with both local and regional employers, showcasing a keen understanding of the diverse business landscapes in these areas. A notable strength of DMS ExecutiveEmployee Benefits is their adeptness in handling self-funded clients. This expertise is particularly beneficial for organizations seeking more control and flexibility over their employee benefits programs. Their approach is customized, ensuring that each client receives a plan that aligns perfectly with their specific requirements and financial objectives. The brokerage's proficiency is further evidenced by their successful partnerships with top-tier clients like Nordea Bank Abp New York Branch, a prominent entity in the depository credit intermediation industry. With more than 100 participants, this collaboration highlights DMS ExecutiveEmployee Benefits' capability to manage complex benefits programs for a substantial workforce, ensuring comprehensive coverage and satisfaction. DMS ExecutiveEmployee Benefits has also carved a niche in the depository credit intermediation sector, providing specialized services that demonstrate a deep understanding of the industry's unique demands and challenges. This focus allows them to offer insightful, industry-specific solutions that greatly benefit their clients in this sector. Overall, DMS ExecutiveEmployee Benefits' combination of local presence, industry expertise, and a proven track record with midsize employers and notable clients makes them a compelling choice for businesses seeking a dedicated and knowledgeable insurance brokerage partner in New York, NY.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Future Value Associates is a reputable insurance broker based in Pound Ridge, New York. Situated in an ideal location, they have effectively served various clients, including MGM Resorts International, a prominent employer in the gambling industries sector. Working closely with the HR and finance team at MGM Resorts, Future Value Associates successfully established a tailored self-funding arrangement. They also designed a comprehensive healthcare package comprising a self-funded HMO plan, PPO plan, PBM, and drug plan to meet the unique needs of the company's 29,390 members. With extensive experience in working with self-funded employers, Future Value Associates excels in catering to client requirements, particularly in collaboration with PPOs. Additionally, their expertise extends to pharmacy benefit managers (PBMs) and other specialized pharmacy providers. Their client base encompasses large, midsize, and small employers across a range of industries. Noteworthy employer clients of Future Value Associates in this Pound Ridge location include MGM Resorts International, A.B. Data, Ltd., Barr & Barr, and Dan Klores Communications LLC. Their exceptional services span across New York and Wisconsin, supporting a diverse set of clients. Future Value Associates boasts an impressive M Score, a testament to their extensive experience and expertise across various client sizes and industries. They possess a profound understanding of the gambling industries, professional, scientific, and technical services, as well as nonresidential building construction sectors.

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer