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.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Tabit Arganbright & Hazelbaker is a reputable local insurance broker located in Westerville, Ohio, serving clients of midsize and small employers. With a solid reputation for providing excellent customer service and expertise, they have received high ratings from satisfied clients. Their office in Westerville specifically showcases their successful collaboration with Portsmouth Emergency Ambulance Services, an employer in the ambulatory health care services industry with 90 members. Tabit Arganbright & Hazelbaker worked closely with the HR and finance team of Portsmouth Emergency Ambulance Services to establish a tailored self-funding arrangement and a comprehensive PPO plan that catered to the unique needs of their members. This exemplifies their ability to design customized solutions that meet the specific requirements of their clients. The Westerville office of Tabit Arganbright & Hazelbaker services clients across Alabama, ensuring businesses in this region have access to their expertise and comprehensive insurance services. They have cultivated strong relationships with employer clients such as Buckeye Nissan, HEAP: Community Action Organization of Scioto County, Portsmouth Emergency Ambulance Services, and SBL Enterprises LLC. With a wide range of experience and expertise across various industries, including services (except public administration), personal services, and ambulatory health care services, Tabit Arganbright & Hazelbaker possesses the knowledge necessary to navigate the complexities of these sectors. Their M Score, a metric used to evaluate insurance brokerages, reflects their high level of experience and expertise across client sizes and industries. Tabit Arganbright & Hazelbaker's commitment to excellent customer service, combined with their extensive industry knowledge, makes them a reliable partner for midsize and small employers seeking insurance solutions. Their track record of working with self-funded employers further demonstrates their proficiency in meeting the unique needs of their clients.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Schauer Group, Inc is a highly reputable insurance broker serving clients across multiple states, including Arizona, Colorado, Utah, Texas, Nevada, Maryland, Alabama, and Florida. With their exceptional customer service and expertise, they have earned rave reviews from satisfied clients. One notable example of their outstanding work is their collaboration with Awp Inc, a leading employer in the support activities for road transportation industry, consisting of 460 members. Schauer Group, Inc worked closely with Awp Inc's HR and finance team to establish a tailored self-funding arrangement, PPO plan, PBM, and drug plan that perfectly addressed the unique needs of the members. Headquartered in Canton, Ohio, this particular office of Schauer Group, Inc serves a diverse range of clients, including large, midsize, and small employers. With an extensive track record and experience in the Canton, OH market, they have earned a place among the top brokerages in the region. Their exceptional expertise spans various industries, notably specialty trade contractors, lessors of real estate, and individual and family services. Schauer Group, Inc boasts a strong background in working with self-funded employers, demonstrating their proficiency in crafting customized solutions. Additionally, their extensive experience with PPOs enables them to effectively cater to the specific needs of clients and members. Their expertise extends to collaborating with pharmacy benefit managers (PBMs) and other specialized pharmacy providers, ensuring comprehensive coverage and optimal healthcare solutions for their clients. With their wide range of experience, deep industry knowledge, and a stellar reputation for exceptional service, Schauer Group, Inc's Canton, Ohio office is the go-to insurance consultant for businesses seeking top-tier brokerage services

Founded in 1893, Oswald is one of the nation's largest independent, employee-owned insurance brokerage firms. As a proud Partner of Assurex Global, the world's largest association of privately held insurance brokers, our risk management professionals service and support the needs of our clients throughout the U.S. and worldwide. Learn more at www.OswaldCompanies.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.

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.

For over 45 years, LS Benefits Group has been serving small businesses in the Dayton area with a genuine desire to financially protect employers and their employees through all stages of life. LS Benefits Group provides comprehensive insurance services for small to mid-size businesses. As an extension of your growing company, acting as your out-sourced HR or executive benefits department, we understand the demands and risks of ownership. LS Benefits Group specializes in offering a novel approach to your unique business circumstances. While it may be business, it’s still personal! That’s why we offer clients customized packages in health insurance, group life, retirement, ancillary benefits, human resources, investment services and comprehensive planning. Through proactive planning and innovation, we provide your business with the best possible solution: The health plan with the most benefit for your dollar. Schedule a consultation with us today to see how we can help you protect your most treasured asset, your employees.