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.

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.

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.

Assurex Global is the world’s largest privately-held commercial insurance, risk management and employee benefits brokerage group. The company operates as an exclusive Partnership, supported by more than 100 of the world’s most respected and successful insurance brokers.

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.

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.

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.

With more than 40 years of experience, BenefitMall works with brokers and carriers to deliver efficient, secure, digital benefits solutions. More information about the company is available at www.benefitmall.com