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.

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.

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.

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)

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.

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.

Unbiased and Independent - One Source Advisors represents one of the few independent Ohio brokerages having the knowledge and deep expertise to help you navigate the impact Federal healthcare legislation has and will have on your employee benefits package. But we have more Maximize Your Investment - Our team will leverage our nearly 100 years of combined benefits experience to ensure you’ve maximized your benefits investment. And there is still more Hidden Markets – We know where to find the best rates and the best benefits for your employees. Whether through associations or through alternative carriers, we find the best rates and the richest plans.

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.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

The Siekmann Company, situated in the vibrant hub of Columbus, OH, operates as a larger office with a proven track record in the realm of insurance brokerage. Their robust portfolio showcases a wealth of experience in collaborating with self-funded clients, illustrating a keen understanding of the intricacies involved in supporting local and regional employers. With a focus on tailored solutions, The Siekmann Company has successfully partnered with diverse clients, such as Ease Logistics in the freight transportation arrangement industry with an impressive 220+ participants, Sunfield in the motor vehicle parts manufacturing sector featuring 90+ participants, and Sea Ltd in the professional, scientific, and technical services field boasting 360+ participants. As a pivotal player in the local brokerage landscape, The Siekmann Company distinguishes itself through a multifaceted approach. Their demonstrated expertise spans across freight transportation arrangement and motor vehicle parts manufacturing industries, making them a versatile and reliable choice for employers seeking comprehensive benefits solutions. Whether working with midsize enterprises or supporting the needs of smaller employers, The Siekmann Company proves its mettle in delivering tailored and effective insurance solutions to businesses of various scales.