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.

Redtail Ltd is a highly reputable insurance broker specializing in serving clients of various sizes, ranging from large corporations to midsize and small employers. With extensive experience in the field, they have established themselves as experts in working with self-funded clients and possess a deep understanding of Health Maintenance Organizations (HMOs) and Preferred Provider Organizations (PPOs) to effectively address client needs. Redtail Ltd excels in crafting tailored drug and pharmacy plans, setting themselves apart from other brokers in the market. Located in Powell, Ohio, Redtail Ltd operates as a local insurance consultant and has garnered significant recognition for their exceptional services. They have successfully collaborated with Kelley Avenue Public Warehouse Company, a warehousing and storage employer with no members, to design a PPO plan, Pharmacy Benefit Manager (PBM), and drug plan that cater to their employees' unique requirements. Their expertise and understanding of the Columbus, OH market have positioned them as one of the top brokerages in the area. Redtail Ltd's extensive knowledge extends beyond specific industries, with a strong focus on automobile dealers, fabricated metal product manufacturing, and forging and stamping sectors. Their services span across multiple states, including Ohio, Idaho, New Jersey, Kentucky, and Nevada. Notable employer clients serviced by the Powell office include Abel Bishop & Clarke Realty Co., Atlantic Tool & Die Inc., Englert Inc., and FST Logistics. Renowned for their wide-ranging experience and expertise across diverse client sizes, industries, and products, Redtail Ltd boasts an exceptional M Score, affirming their status as one of the leading insurance brokers in their region.

Responsible for new business at Milestone Benefits, a full service insurance agency specializing in employer-sponsored group benefits for employees. Located in Central Ohio, we are ideally situated to serve groups throughout Ohio and other states. Our focus is small to medium sized companies with both fully funded and self funded programs.

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.

The Shawan-Marquis Agency, Inc., located in Worthington, Ohio, is a highly regarded insurance broker serving clients across Ohio, New York, and Illinois. With a strong emphasis on customer service and expertise, they have earned exceptional ratings from satisfied clients. Notably, their exemplary work with American Regent Inc., a leading pharmaceutical and medicine manufacturing employer, showcases their capabilities in customizing insurance solutions. Collaborating closely with the HR and finance team, they successfully established a self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan tailored to the unique needs of American Regent's 210 members. Catering to a diverse range of clients, the Shawan-Marquis Agency, Inc. works with large, midsize, and small employers, positioning themselves as one of the top brokerages in the Columbus, OH market. Their extensive experience and expertise in various industries, such as 0, eating places, and outpatient care centers, have garnered them a high M Score, reflecting their comprehensive knowledge across client sizes, industries, and products. One of their notable strengths lies in working with self-funded employers, where they have amassed considerable expertise. Additionally, they excel in collaborating with clients to ensure optimal HMO plan designs, as well as delivering exceptional PPO plan solutions. Setting themselves apart from other brokers, Shawan-Marquis Agency, Inc. possesses extensive experience in carving out drug and pharmacy plans, offering clients unparalleled service in this aspect. With their local presence, unwavering commitment to client satisfaction, and a track record of success, the Shawan-Marquis Agency, Inc. stands as a reliable and trusted insurance consultant for businesses seeking comprehensive and tailored insurance solutions in the Ohio region and beyond.

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.

The Siekmann Company is a full service Retirement and Employee Benefit Plan Advisory and Administration firm located in the Central Ohio area. We specialize in working with Business Owners, Human Resources Professionals, and CFOs to implement and manage retirement (401k) and welfare benefits for small to mid size business. Our objective at The Siekmann Company is to work with your company to design a Retirement or Benefit package that best suits the needs of you and your business. We partner with insurance and investment companies to provide quality and cost effective services. Our experienced team will be there to provide support every step of the way. Services include: 3(21) or 3(38) Investment Advisory Services, Retirement Plan TPA, Group Benefits Brokerage, Group Benefits Administration, Human Resources Technology

Dostal & Kirk, located in Bucyrus, OH, is a local brokerage firm renowned for its specialized expertise in serving local and regional employers with a focus on medical and ancillary benefits. This office has established a commendable reputation for working with midsize employers, showcasing a significant understanding of the needs and challenges specific to this market segment. Among their top clients is the United Ohio Insurance Company, a major player in the insurance carriers industry based in Ohio, with over 300 participants. This affiliation underscores their profound knowledge and experience in the insurance carriers sector. Their mission is to make a positive impact on the lives of their clients and communities by delivering comprehensive insurance and financial solutions in a caring and professional manner. They aim to provide peace of mind for their clients, helping them protect what matters most and build a secure future for themselves, their families, and their businesses. This vision and mission reflect a commitment to client-centric services and solutions, tailored to meet the unique needs of each business they partner with. This description of Dostal & Kirk's Bucyrus, OH location offers a detailed overview for an employer benefits buyer to evaluate their services and expertise effectively.

Integrated Employee Benefit Solutions is a highly reputable insurance broker serving clients of all sizes, from large corporations to midsize and small employers. With extensive experience in the industry, they specialize in working with self-funded employers, collaborating closely with clients and preferred provider organizations (PPOs) to meet the unique needs of their members. They also boast a strong background in pharmacy benefit managers (PBMs) and other specific pharmacy providers. Located in Dublin, Ohio, Integrated Employee Benefit Solutions operates as a regional insurance consultant, providing top-notch services to clients across Ohio, North Carolina, West Virginia, and Pennsylvania. One notable example of their expertise is their partnership with the Ohio History Center, a prominent employer in the museums, historical sites, and similar institutions industry. For the Ohio History Center, they worked alongside the HR and finance teams to establish a tailored self-funding arrangement, HMO plan, and PBM and drug plan, all designed specifically to cater to the needs of their 210 members. With an impressive track record, Integrated Employee Benefit Solutions possesses one of the highest M Scores achievable, owing to their extensive experience and proficiency across various client sizes, industries, and products. Their vast expertise extends to sectors such as health care and social assistance, machinery, equipment, and supplies merchant wholesalers, and individual and family services. Among their esteemed employer clients, Integrated Employee Benefit Solutions proudly serves organizations including Boykin Management Company, Brewster Cheese, Consumer Support Services Inc, and Cross Country Inns Inc. Offering comprehensive, integrated employee benefit solutions, this insurance broker is committed to delivering exceptional service and tailoring plans to meet the unique needs of their diverse clientele.

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.

Welcome to Benefit Strategies Agency, located in Findlay, Ohio and Charlotte, NC. As “Your Partner in Benefits” we are committed to providing you and your employees with the best benefits at the most affordable prices. Building strong client relationships and consulting with clients – not at them – to deliver clear value, sets us apart from our competitors. Our Objective: To provide marketing, consulting, and service in the field of employee benefits. Benefit Strategies Agency is dedicated to helping our clients reduce costs, provide more comprehensive benefit plans and the highest quality services available. Our Strengths: Technical expertise, strong working relationships with the best administrators and insurance companies in the country, and the ability to provide simple, yet compressive documentation. The Results: You can be confident you will receive the best plan, services, and cost the industry has to offer. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Financial Strategies Agency is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.