Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.

Starkweather & Shepley's Boston, MA office emerges as a key player in the insurance brokerage realm, specializing in delivering tailored solutions for local and regional employers with a strategic focus on medical and ancillary benefits. As part of a regional insurance broker firm, this office combines local insight with industry expertise to meet the unique needs of its clients. With a robust portfolio, Starkweather & Shepley's Boston location has successfully served diverse businesses. Notable collaborations include Cadete Enterprises in the special food services industry, a Massachusetts-based enterprise benefitting from their services with over 100 participants, and The Arc of Blackstone Valley in the individual and family services sector, a Rhode Island organization with an impressive participant count exceeding 130. Expertise spans across special food services and individual and family services industries, showcasing Starkweather & Shepley's versatility. Their demonstrated experience with midsize employers solidifies their position as a reliable partner for businesses seeking comprehensive and customized insurance solutions in the Boston, MA area. Employers in search of a dynamic insurance broker with local focus and regional capabilities would find Starkweather & Shepley's Boston office a strategic ally in navigating the complexities of employer benefits.

For over 30 years, clients have relied on the professionals at Katz/Pierz to design and manage benefit programs that meet their unique needs while providing exceptional service to benefit administrators, employees, and their families every day. Katz/Pierz is now a division of World. Katz/Pierz provides strategic benefit advice supported by technology and backed by a team of knowledgeable professionals. Our programs help clients attract and retain valued employees, and our enthusiastic staff is always available to help those employees and their families navigate today’s complex healthcare system.

Centerstone, based in Philadelphia, PA, is a notable presence in the local and regional employer benefits landscape, particularly known for its expertise in medical and ancillary benefits. This nonprofit health system specializes in mental health and substance use disorder treatments for individuals across various age groups. Their services extend beyond Pennsylvania, with operations in Florida, Illinois, Indiana, North Carolina, and Tennessee, encompassing outpatient clinics, residential programs, school-based services, telehealth, and an inpatient hospital. A significant aspect of Centerstone's operations includes tailored programs for the military community and children's services, like therapeutic foster care. Their commitment to leveraging research and technology to guide best evidence-based practices is evident in their work, as emphasized by Centerstone’s Institute. This dedication aligns with their mission of delivering care that changes lives, underlining their commitment to community well-being. Centerstone has a substantial impact, as reflected in their service numbers: over 107,000 people served and more than 2.1 million services provided. They maintain a robust presence with over 3,000 employees and more than 170 locations nationwide, including an Inpatient Behavioral Hospital & Addiction Center. This extensive network and diverse range of services make Centerstone a prominent and reliable partner for employers seeking comprehensive employee benefits solutions. Their clientele includes prominent businesses like Scott Imports in the automobile dealers industry, a testament to their proficiency in catering to industry-specific needs. With over 350 participants from Scott Imports alone, Centerstone demonstrates a strong capability to manage large-scale employee benefits programs effectively.

Patriot Benefit Solutions, headquartered in Philadelphia, PA, boasts a substantial office, strategically positioned to serve the diverse needs of local and regional employers. With a solid track record, this larger office specializes in catering to midsize and small employers, demonstrating a nuanced understanding of their unique requirements. Drawing from their extensive experience, Patriot Benefit Solutions excels in supporting self-funded clients, a testament to their prowess in risk management and financial strategies. This proficiency is exemplified by their successful collaborations with prominent businesses like Aes Clean Technology, a leader in specialty trade contractors, boasting over 450 participants. Additionally, their expertise extends to the offices of physicians, as demonstrated by their partnership with the Center For Urologic Care of Berks County PC, which has 40+ participants. Notably, Patriot Benefit Solutions extends its influence across various industries, showcasing commendable expertise in retail trade, offices of physicians, and electric lighting equipment manufacturing. As part of a regional insurance broker firm, they bring a wealth of collective knowledge and resources to the table. With a client roster that includes EK Mcconkey & Co in the agencies, brokerages, and insurance-related activities sector with 70+ participants, Patriot Benefit Solutions stands as a reliable partner for businesses seeking comprehensive and tailored insurance solutions in the Philadelphia region.

JS Benefits Group is all things Employee Benefits! We are a thriving Employee Benefit and HR consultancy, employing a stellar team of professionals and also working with more than 30 of the nation’s top carriers. We work with employers in the Mid-Atlantic region of the US, having anywhere from 30 to 30,000 employees. We offer the following Group Benefits and HR Consulting services: Group Health, Life, Dental, Vision, Disability, Voluntary Benefits, Turn-Key Wellness Programs, Executive Benefits, HR Consulting, Healthcare Reform and other compliance services. With more than 25 years of experience, JS Benefits Group operates on a set of core principals instilled into the company’s overall philosophy. -Superior customer service which is reflected in a high degree of customer retention of our 900+ clients. -Strategic partnerships that strive to fully understand our clients’ needs and be a valuable extension of their HR and Benefits departments. -Experienced proactive approach helps us to save clients time and money in delivering a customized program that is compliant with all regulatory requirements, while maximizing the return on their investment. -Cutting-edge technology designed to simplify and ease the management of employee benefits, in addition to enhancing the employee user experience. We’d love to meet with your company today to show you what we can do for you!

Our business is taking care of your business. At Weiner Benefits Group, we do more than group health insurance. We look at the big picture, finding new and innovative ways to manage costs so you can afford to take care of your biggest asset: your employees. We know that one size doesn’t fit all, and we tailor benefit packages that fit your company’s values, budget, and long-term goals. We also know that benefits bring questions, so our in-house Employee Care Team is here to advocate for your employees and their families with claims, billing, or benefit questions throughout the year. If you’re looking for a trusted resource for employee benefits, compliance, retirement*, payroll, HR and P&C, we’re what you’re looking for. Contact us today to learn more about how Weiner Benefits Group works for your benefit. *Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Insurance services offered through Weiner Benefits Group, LLC, which is not affiliated with Royal Alliance Associates Inc. Weiner Benefits Group, 2961 Centerville Rd., Ste. 300, Wilmington, DE. Please visit our website for additional disclosures. www.weinerbenefitsgroup.com

We are a full-service employee benefits and total rewards firm here to help you design benefits strategies that serve you, your business, and your employees. We understand that our clients need more from their benefits consultants than just negotiating rates. Our team is here because they share our passion for people and put relationships first, and we work alongside your team to design strategies that address your commitment to your employees’ lives and your culture. Birch Benefits has clients ranging from scaling startups to large enterprises, and we take pride in our community by partnering with nonprofits in the Greater Philadelphia area. Birch Benefits | info@birchbenefits.com | www.birchbenefits.com

Creative Benefit Plans Inc., based in New York, NY, stands out as a local brokerage firm adept at catering to the specific needs of regional employers, particularly in the architectural, engineering, and related services industries. With a notable client like Thermo System in New Jersey, which has over 240 participants, their proficiency in handling large-scale employee benefits is evident. Their services extend to a wide array of sectors, including restaurants, non-profits, physicians, hospitality, accountants, mechanics, service industry, manufacturing, retail, lawyers, engineers, and fashion. This diversity showcases their ability to tailor solutions to various industry requirements. They offer comprehensive group insurance solutions for businesses, encompassing medical, dental, vision, group life, disability, state-mandated, and voluntary benefits. In addition to these, they also cater to individual insurance needs with products like life insurance, disability insurance, long-term care, and medical insurance. Moreover, their expertise in pension planning is highlighted by their offerings in 401(k) and 403(b) plans, indicating a holistic approach to employee benefits and personal financial planning. Overall, Creative Benefit Plans Inc. emerges as a versatile and experienced player in the insurance brokerage industry, adept at handling a wide spectrum of client needs across various industries. Their comprehensive range of services ensures tailored solutions for both employers and individual clients, making them a strong candidate for any employer benefits buyer evaluating their New York office.

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.