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

At TAH Benefits, we have a long history of being there for our clients. By untangling the complicated issues of insurance, our associates make it manageable and easy to understand. Rest assured, our advice will be what benefits you and your company the most. Our years of experience allows you to keep your health benefits insurance in tune with the ever-changing insurance environment. We personally work with you directly to make sure you have the most efficient and cost-efficient program in place daily, every year. Plans We Manage: • Group Health – self-funded / fully-insured / MEWA’s • Individual Health – on & off exchange • Life Insurance – group & individual • Disability Income – group & individual • Dental – group & individual • Vision – group & individual • Long Term Care • Voluntary Benefits – accident & critical illness • Health Savings Account (HSA) • Health Reimbursement Arrangement (HRA) • Medical Expense Reimbursement Plan (MERP) • Flexible Spending Account (FSA)

William H. Meyer Group specializes in total benefits solutions for ALL industries, with extensive expertise in church plans and hospitals. Innovative benefits design and complete communication and enrollment services are just two of the many reasons the agency is trusted by so many clients. For group and voluntary benefits, and unique pharmacy solutions, William H. Meyer Group takes the time to listen to our clients’ needs and meet them exactly.

Headquartered in Columbus, Ohio, ClearPath Benefit Advisors LLC is a comprehensive consulting and brokerage firm specializing in group medical and other employee benefits. Using our thirty-five years of experience, advanced technology and consulting expertise, ClearPath Benefit Advisors LLC provides a variety of value-added professional services to our clients. These services reduce customer costs, increase efficiency, and improve employee satisfaction. ClearPath Benefit Advisors LLC is a Partner Firm of United Benefit Advisors – an alliance of the nation’s premier benefit advisory firms with revenues that place it in the top five benefit groups in the country. Through this alliance, ClearPath Benefit Advisors LLC has access to national contracts and state of the art tools to manage your employee benefit plans. We go beyond standard solutions and deliver the maximum value for your benefit dollar. We believe good decisions are based on good information. ClearPath Benefit Advisors LLC delivers the information you need to make good decisions.

We work hand-in-hand with businesses to precisely design benefits plans that match their needs and drive down costs. With over 50 years of combined experience and unmatched expertise in the ever-changing benefits industry, we make sure our clients have the information and the guidance to make the best choices for their situation, regardless of the carrier or provider. Personal attention for your entire business. Our staff works for you, not for insurance companies or investment funds. Our only job is making your peace of mind easier. Our most important policy is our individual commitment to cover every detail our entire team can think of, not just the ones you already worry about. • Medical • Vision • Dental • Life • Disability • Telemedicine • Accident/critical Illness • Voluntary Benefits • Health Savings Account • E-enrollment • MEDICARE • Compliance Customized solutions. We learn your priorities first. We’ll ask you what is important to you now and what do you hope for the future. Your business commitments may impact your personal choices, and your health concerns may require unique investment strategies. Your retirement goals may shape your current benefits negotiations, or your commercial investments may allow you more freedom in your personal long term care options. Year ‘round care - not just at enrollment. When the unexpected happens, who’s got your back? We are here for you throughout the year. Our team invests in extensive education to follow legislative and commercial issues that can have big impact on your employee benefits any time. We work hard so that you can rely on us to be the experts you need. • New hire education is available when you need it. No need to make your employees wait. • Legislative updates throughout the year for employees and owners. • Employee education is just a phone call or email away!

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

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.

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.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.