We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.

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.

WTW is a national insurance consultant with an office located in Columbus, Ohio. With an exceptional track record in the industry, this brokerage has established itself as a leading provider of insurance solutions. Their expertise spans various client sizes, industries, and products, making them a trusted choice for businesses seeking comprehensive coverage. Notably, WTW's Columbus office has demonstrated its capabilities through its partnership with Culligan International, a prominent midsize manufacturing employer comprising 490 members. Working closely with Culligan's HR and finance team, WTW successfully implemented a tailored self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan. This customized approach showcases their ability to meet the unique needs of their clients. The Columbus office of WTW boasts extensive experience in serving self-funded clients, HMOs, and PPOs. In addition, they excel in carving out drug and pharmacy plans, setting them apart from other brokers in the market. Their client portfolio encompasses large, midsize, and small employers, including notable companies such as 4M Building Solutions Corporate Headquarters, Allied Mineral Products LLC, American Freight Furniture and Mattress, and Andis Company. Geographically, WTW's Columbus office extends its services across multiple states, including Ohio, Minnesota, Illinois, Wisconsin, Michigan, Indiana, New York, Missouri, Virginia, Tennessee, California, New Jersey, Texas, Kentucky, Georgia, North Carolina, and Florida. Such wide coverage demonstrates their commitment to providing comprehensive insurance solutions to a diverse range of clients. Recognized for their outstanding customer service and expertise, WTW has garnered high ratings and positive reviews from their clients. With one of the highest M Scores attainable, this brokerage excels in delivering exceptional results while maintaining a strong focus on customer satisfaction. In the Columbus, OH market, they rank among the top brokerages, solidifying their reputation as a trusted and reliable insurance partner.

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.

Schwendeman Agency Inc. is a highly rated insurance broker with a strong reputation for exceptional customer service and expertise. With a focus on serving large and midsize employers, they have established themselves as a top brokerage in the Marietta, Ohio market. Their office, conveniently located in Marietta, Ohio, serves clients across the state, offering a wide range of insurance consulting services. One notable example of their expertise is their work with Harcatus Tri County Community Action Organization, a 100-member employer in the services industry. Schwendeman Agency Inc. collaborated closely with their HR and finance team to design a self-funding arrangement, as well as a specialized pharmacy benefit management (PBM) and drug plan tailored to meet the unique needs of their members. Having amassed extensive experience working with self-funded employers, PPOs, PBMs, and other specific pharmacy providers, Schwendeman Agency Inc. is well-equipped to address a variety of client requirements. They excel in multiple industries, including services (except public administration), educational services, health care, and social assistance. Their impressive track record, combined with their deep industry knowledge, has earned Schwendeman Agency Inc. one of the highest M Scores attainable. This demonstrates their exceptional level of expertise and experience across different client sizes, industries, and insurance products. In addition to their work with Harcatus Tri County Community Action Organization, Schwendeman Agency Inc.'s client portfolio includes reputable employers such as Fyda Inc, GoMart, Ironton-Lawrence Community Action Organization (ILCAO), and Lang Masonry Contractors Inc. Their commitment to delivering tailored solutions and exceptional service makes them a trusted choice for insurance brokerage in Ohio.

Preferred Benefits Services Agency is a local insurance consultant with an office in Delaware, Ohio, serving clients across Ohio, Indiana, Utah, and Oklahoma. With a focus on clients of all sizes, including large, midsize, and small employers, they have developed a wide range of experience and expertise in various industries and products. One notable example of their work is their collaboration with The Edwards Companies, an employer in the architectural and structural metals manufacturing industry with 170 members. Preferred Benefits Services Agency worked closely with their HR and finance team to design a comprehensive insurance package tailored to their unique needs. This included setting up a self-funding arrangement, as well as implementing an HMO plan, PPO plan, and a PBM and drug plan. The Delaware office of Preferred Benefits Services Agency is trusted by employer clients such as Comtex, Condado Tacos, DASCO Home Medical Equipment, and Liberty Casting Co. Their expertise extends across industries such as individual and family services, information, and offices of physicians. With one of the highest M Scores possible, Preferred Benefits Services Agency demonstrates their commitment to delivering excellent service and results. They have proven experience in working with self-funded employers, HMOs, PPOs, and specific pharmacy providers, ensuring that they can meet the unique needs and requirements of their clients. As a local insurance consultant, Preferred Benefits Services Agency takes pride in providing personalized solutions and building long-term relationships with their clients. Their knowledgeable team stays up-to-date with industry trends and regulations, ensuring that clients receive the most relevant and effective insurance coverage available.

Since 1974, Lang Financial Group has provided products, advice, and services for health insurance and 401(k) retirement planning, as well as disability, long-term care, and life insurance. Lang Financial Group provides solutions and services that have made us an integral partner to more than 1,000 companies of all sizes throughout the Midwest, where we deliver insurance benefits to over 50,000 members and their families. The team of experienced, knowledgeable and certified professionals at Lang Financial Group provide assistance with all aspects of employment management administration. We listen, we educate, and we help our clients navigate the ever changing and complex insurance systems unique to their business and employee needs. Learn more about our full suite of services at: www.langgroup.com.