Businesses and individuals partner with us to help them simplify the complex and develop comprehensive, streamlined solutions. As a top-ranked national advisory firm, we identify your unique needs to deliver customized insurance, risk mitigation, employee benefits, and wealth management solutions. If you can imagine it. If you can dream it. If you can see it when others can’t. We can protect it.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

OPOC.us (One Point of Care™. Ultimate Service.) delivers custom benefits, real savings, and white-glove support, all with one, fully integrated partner. Our proprietary One-Point-of-CARE™ model integrates health benefits, HR, payroll, wellness, and retirement services into one seamless solution that reduces administrative burdens and delivers measurable ROI. Our clients typically save 11% on total healthcare spend in their first year, and many have kept per-employee medical costs flat for over a decade—even as most employers face annual increases of 10% or more. What sets OPOC apart? Our Personal CAREAdvocates™. Our licensed experts provide concierge-level support to every employee at no added cost. This exclusive model delivers a superior member experience not available through traditional brokers or TPAs, boosting employee satisfaction and retention, while driving healthcare cost savings. With flexible and customizable solutions—including Centric by OPOC (HR/payroll tech), Accellwell (corporate wellness), and retirement plan services—we help employers streamline operations, enhance benefits, and improve employee outcomes while maintaining financial discipline. Founded in 1993 and headquartered in Worthington, Ohio, OPOC serves organizations of all sizes, from small and medium-sized businesses and nonprofits to national enterprises. Whether you’re scaling or stabilizing, we help build stronger, healthier teams while keeping costs in check today and tomorrow.

The Worksite Group is an employee benefits enrollment firm with locations in Columbus, OH; Chicago, IL; Pittsburgh, PA; and Holmdel, NJ. We partner with brokers, insurance carriers, and employers to implement strategy, technology, and service that deliver cost effective results at open enrollment. We understand that each client has specific needs, so we take a custom approach to each enrollment geared toward enhancing the employee enrollment experience, alleviating employer workload, and increasing broker profitability. Our enrollment style can best be described as an educational approach to benefits, designed to ensure that employees truly understand their options, empowering them to make appropriate decisions on the coverage that suits their needs best. All of our benefit counselors are paid entirely by salary, never commission. This allow our enrollment team to remain objective at all times and take a consultative approach with employees. In addition to communicating benefits, we can advise on technology, as well as, implement cost saving solutions that directly impact the bottom line of a business. BENEFITS COMMUNICATION Onsite Face-to-Face Meetings Call Center: Inbound & Outbound Shared-Screen Video Conferencing Online Scheduling for Employee Appointments Perpetual Enrollment / New Hire Onboarding Benefit Guides, Videos, Email & Text Campaigns BENEFITS ADMINISTRATION There are many variables to consider when deciding which system may or may not be the right fit. We take an agnostic approach to technology because our belief is that there is no one-size-fits-all system. Our team has enrollment experience with many platforms on the market and can help consult with clients and brokers to identify specific needs, as well as, cost. In most situations we are able to leverage our technology and carrier partnerships to subsidize some or all of the cost. Systems can be utilized for year-round benefits administration or a "one and done" at open enrollment only.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

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.

Emerald Financial Services, located in Columbus, Ohio, is a trusted insurance broker that specializes in providing comprehensive employer benefits solutions. With a strong focus on medical and ancillary benefits, they bring a wealth of expertise to the local and regional employers they serve. Emerald Financial Services has established itself as a reliable partner for businesses in various industries, including their notable client, Thomas 5 Ltd, a prominent player in the restaurants and eating places industry in Ohio. This partnership involves managing benefits for over 160 participants, showcasing the broker's ability to handle the unique needs of businesses in this sector effectively. As part of a local brokerage firm, Emerald Financial Services brings a personalized touch to their services. They understand the specific challenges and opportunities that Columbus-based employers face, and they use their local knowledge to tailor benefit packages that meet their clients' needs. With a commitment to providing top-notch services and a deep understanding of the local and regional landscape, Emerald Financial Services is the go-to insurance broker for employers looking to enhance their employee benefits offerings in Columbus, Ohio. Their track record of success and their dedication to their clients make them a valuable partner in navigating the complex world of insurance and benefits.

Haughn & Associates (H&A) is a full-service insurance agency with a team of professionals ready to provide top-quality service. With an expansive selection of Business Insurance and Employee Benefits products, we have the insurance solutions to any problems that our clients come to us with, at the best possible price points. Our team of experienced professionals is here to protect the unique business exposures for our commercial clients, whether they are sole proprietorships or large corporations with thousands of employees. We understand that insurance is not a one-size-fits-all situation, and we take the time to work with each client to thoroughly review their operations to create an insurance program that will respond to their specific insurance needs. Our team will assess your liability exposures as well as any contractual obligations and responsibilities, your risk-tolerance level, your current insurance coverage, and rising trends in your industry in order to devise a plan that will offer you the coverage you need and will mitigate and transfer your current risks. Along with our insurance solutions we also offer Employee Benefits programs to our business clients, whether they are large, small, fully-insured, or self-funded. With decades of experience working with businesses of all size and type, our Employee Benefits professionals can provide everything from fully-insured plans like Preferred Provider Organizations (PPOs) and Health Maintenance Organizations (HMOs), to alternative funding options like Health Savings Accounts (HSAs) and Flexible Spending Accounts/Arrangements, to non-traditional plan designs that include self-insured plans and captives. From our founding in Central Ohio in 1986, we have expanded to provide insurance not only to businesses in and around Columbus, Ohio but throughout the United States. No matter how much we grow, we are committed to providing personalized, innovative solutions to all of our clients.

Based out of Columbus, Ohio, Overall Benefits Group stands as a trusted ally for businesses seeking tailored employee benefits solutions. With a focus on serving self-funded employers, they bring a depth of expertise to the table, ensuring clients navigate the complexities of healthcare and benefits with ease. Their client roster boasts esteemed names like ZIMMERER KUBOTA AND EQUIPMENT, INC., MADISON COUNTY COMMUNITY HOSPITAL, and OHIO MEDICAL TRANSPORTATION, INC. DBA MEDFLIGHT, reflecting their commitment to providing top-tier service across diverse industries. By understanding the unique needs of each client, Overall Benefits Group crafts comprehensive benefit packages that prioritize employee well-being while optimizing cost-efficiency. With their personalized approach and dedication to excellence, they empower businesses to thrive while fostering a culture of support and security for their employees.

National United Brokers, Inc. is a full service marketing firm providing sales assistance to agents and marketing support to insurers and administrators. Our strength is to bring together the right product for the needs of employer groups and associations. In today’s world the insurance professional is expected to have expertise in many areas: estate planning, pensions, property, casualty as well as employee benefits. Especially in today’s litigious society, the insurance professional must not err. National United Brokers provides agents with expertise in employee benefits. National United Brokers, Inc. works in harmony with the insurance professional and the insurance companies. NUB does not act in a direct sales capacity and therefore, does not compete with the agent, nor compromise any confidential information shared by the agent. Insurers, like many other organizations seek ways to reduce fixed costs and reduce overhead by outsourcing. NUB can be the solution by providing services in many labor intensive areas and be a source for agents to rely upon for expertise and support. NUB fills gaps in a marketing or sales force. NUB can assist in the sales effort of a specific product or a specific geographic location. The professional staff at National United Brokers is well trained to meet the needs of both the agent and the insurer.

EBMS is an industry leader in health risk management and third-party administration of self-funded health plans. For over 38 years, we have outperformed our peers by continuously introducing innovative solutions to improve lives and change the way healthcare is purchased and delivered. Three core goals drive everything we do: • Reduce costs for organizational well-being • Improve the care experience for member well-being • Make it easy by simplifying the benefit journey for everyone’s well-being Across the nation, our pioneering strategies are transforming the health and well-being of individuals and organizations. We are exploring and developing solutions to respond to the needs of our clients. Among them: • On-site primary care health centers • Specialized care-management programs • Concierge services • Specialized pharmacy services • Transparency tools • Reference-based pricing and specialized reimbursement strategies • State-of-the-art technology • And much more EBMS is committed to containing costs without cutting health services. As our clients know, every benefit plan is different. That’s why we firmly believe in using up-to-date technology to customize and create a simplified approach to building personalized benefit plans. Our five distinctive solutions offer many levels of service to aid in customization. • miBenefits – the basic elements of every benefit plan • miInsights – robust data to drive decision-making • miCare – coordinated health services at every level of care • miChoice – quality & cost-containment tools to ensure value-based care • miRx – next generation prescription drug management At EBMS, today’s actions and our vision for the future are focused on technology, transparency, customization and accountability. In an era of rapid change and escalating costs, EBMS brings value to every stakeholder in a benefit plan we touch.

The Worksite Group is an employee benefits enrollment firm with locations in Columbus, OH; Chicago, IL; Pittsburgh, PA; and Holmdel, NJ. We partner with brokers, insurance carriers, and employers to implement strategy, technology, and service that deliver cost effective results at open enrollment. We understand that each client has specific needs, so we take a custom approach to each enrollment geared toward enhancing the employee enrollment experience, alleviating employer workload, and increasing broker profitability. Our enrollment style can best be described as an educational approach to benefits, designed to ensure that employees truly understand their options, empowering them to make appropriate decisions on the coverage that suits their needs best. All of our benefit counselors are paid entirely by salary, never commission. This allow our enrollment team to remain objective at all times and take a consultative approach with employees. In addition to communicating benefits, we can advise on technology, as well as, implement cost saving solutions that directly impact the bottom line of a business. BENEFITS COMMUNICATION Onsite Face-to-Face Meetings Call Center: Inbound & Outbound Shared-Screen Video Conferencing Online Scheduling for Employee Appointments Perpetual Enrollment / New Hire Onboarding Benefit Guides, Videos, Email & Text Campaigns BENEFITS ADMINISTRATION There are many variables to consider when deciding which system may or may not be the right fit. We take an agnostic approach to technology because our belief is that there is no one-size-fits-all system. Our team has enrollment experience with many platforms on the market and can help consult with clients and brokers to identify specific needs, as well as, cost. In most situations we are able to leverage our technology and carrier partnerships to subsidize some or all of the cost. Systems can be utilized for year-round benefits administration or a "one and done" at open enrollment only.