We believe an insurance broker is only as good as the team that is servicing your account. That's why we suggest you get a second opinion about your insurance program. Meeker Sharkey & Hurley handles accounts with complex insurance and employee benefit requirements. We dig deep into clients’ coverage matters, identify risk exposures, and determine how to best insure them. Our focus is not only on the price of insurance but also on disaster recovery, safety, business efficiency and productivity, and employee health. Our goal is to improve our clients’ business operations. We are focused on service as opposed to a large agency that tends to focus on its biggest accounts. When a client calls us, they have a specific person that they can talk to that will address their concerns. We know people by name and not their policy number. We are coverage and service driven with competitive prices versus just being price driven without the service you need. This is the difference between our team and the traditional approach to insurance. The Meeker Sharkey Approach: - Focus is on your business risks - Your issues are evaluated continuously - Risk management and employee benefits are integrated to reach business goals - We get to know your organization thoroughly via site tours and employee interviews - In-depth analysis of coverage and benefits to address critical business risks - Implement alternative solutions to manage business risks we identify - Selected based on proven performance over time and value delivered - Flexible - based on value delivered

Situated in the vibrant city of Philadelphia, PA, Univest Insurance emerges as a pivotal player in the insurance brokerage landscape. Operating from a larger office, this branch prides itself on a wealth of experience and a steadfast commitment to serving the unique needs of local and regional employers. Univest Insurance excels in working with self-funded clients, showcasing a nuanced understanding of the intricacies involved in providing comprehensive coverage. Their expertise extends across a diverse array of industries, with notable clients such as Almirall in professional, scientific, and technical services, Elm Terrace Gardens in nursing and residential care facilities, and Ionos in computing infrastructure providers, data processing, web hosting, and related services. As a cornerstone of the local brokerage scene, Univest Insurance distinguishes itself through its ability to navigate the challenges faced by midsize and small employers alike. Their demonstrated experience in these segments reflects a commitment to tailoring insurance solutions to the specific requirements of businesses, fostering a sense of security and well-being within the Philadelphia community.

Johnson, Kendall and Johnson (JKJ) is an insurance brokerage and risk management firm located in Newtown, PA that has been managing corporate and personal needs for over fifty years. JKJ's personalized services in Property & Casualty Insurance, Risk & Safety Management Services and Claims Consulting, Group Benefits, Individual Life, Home and Asset Protection Program Development, Financial Services and Retirement Planning allows JKJ clients to focus on their respective businesses while JKJ provides direction in managing the risk. Our diverse clientele challenges us to create programs unique to each client. Johnson, Kendall & Johnson is licensed in various lines of business in all 50 states, with access to all of the major insurance markets. In addition, we are founding board members of RiskProNet International and UNIBA. These organizations support JKJ and one another’s ability to work with and provide dedicated service to international clients, conducts various business lines in all 50 states, with access to all of the major insurance markets. Please Go to Security Disclosures: http://www.jkj.com/social-media-disclosures/

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.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

Chas E. Rue & Son, Inc., located at 3812 Quakerbridge Road, Trenton, NJ, is a distinguished insurance brokerage firm with over a century of experience, having commenced operations in 1917. As a local brokerage firm, they are well-versed in catering to the specific needs of regional employers, particularly in the domain of medical and ancillary benefits. A notable example of their clientele is Burris Logistics, a prominent player in the grocery and related product merchant wholesalers industry, based in Delaware. With more than 910 participants, this relationship showcases Chas E. Rue & Son, Inc.’s proficiency in managing extensive employee benefit programs, especially for businesses in the grocery and related industries. Their long-standing presence in the business, which spans 106 years, is a testament to their reliability and expertise in the insurance sector. The firm is headed by Mr. William M. Rue, who holds the position of President, emphasizing a stable and consistent leadership that has likely contributed to their enduring success and reputation in the insurance industry. For an employer benefits buyer, Chas E. Rue & Son, Inc. represents a blend of historical expertise and a focused approach towards specific industries, making them a potentially valuable partner for companies seeking specialized insurance solutions that align with their unique business needs and employee demographics.

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.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

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

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.