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.

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.

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.

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.

Collegeville Financial Group is a highly regarded insurance broker located in Collegeville, Pennsylvania. With a reputation for exceptional customer service and expertise, they cater to a wide range of clients, particularly large employers. Their local office in Collegeville has established itself as a trusted partner for businesses in the automobile dealers industry, exemplified by their successful collaboration with Conicelli Autoplex. As a 620-member employer in the automotive sector, Conicelli Autoplex relied on Collegeville Financial Group's profound understanding of their industry to develop a tailored Pharmacy Benefit Management (PBM) and drug plan. By working closely with Conicelli Autoplex's HR and finance team, Collegeville Financial Group ensured that the plan met the unique needs of their members. Collegeville Financial Group excels in providing specialized insurance solutions across various industries, including automobile dealers. Their extensive expertise and knowledge make them a go-to choice for employers in need of comprehensive coverage and risk management strategies. While based in Pennsylvania, this particular office of Collegeville Financial Group extends its services to clients throughout Wisconsin. In addition to their collaboration with Conicelli Autoplex, they have also established strong partnerships with esteemed employer clients such as Pennsylvania Automotive Association and Pennsylvania Automotive Association - Harrisburg, PA. As a trusted insurance broker, Collegeville Financial Group is committed to delivering exceptional value to their clients through personalized service, industry expertise, and tailored insurance solutions.

HUB International, a national insurance broker, operates an office in Blue Bell, Pennsylvania. Their expertise extends to a variety of industries, including information and converted paper product manufacturing. Notably, this office has successfully partnered with Bentley Systems Inc, a prominent employer in the information industry. Collaborating closely with Bentley's HR and finance teams, HUB International tailored a comprehensive insurance solution for their 1510 employees. This encompassed a self-funding arrangement, HMO and PPO plans, a pharmacy benefit management (PBM) system, and a specialized drug plan. Leveraging their extensive network, HUB International facilitated access to top-notch PBMs and other pharmacy providers, ensuring the unique needs of Bentley's members were met effectively. The Blue Bell office of HUB International serves clients throughout Pennsylvania, catering to large and midsize employers across various industries. Notable clients include Bentley Systems Inc and Bron Tapes, among others. With a strong M Score, HUB International's Blue Bell location has established a solid reputation for its wide-ranging experience and expertise, allowing them to cater to clients of diverse sizes and industries. Drawing on their deep understanding of the insurance landscape, HUB International's professionals excel in crafting tailored solutions that meet the specific requirements of their clients. With a commitment to providing exceptional service and comprehensive coverage, HUB International stands as a reliable and trusted partner for businesses seeking insurance solutions in the Blue Bell area and beyond.

Insurance is the business of protecting futures. Whether it’s for individuals or families, a small business or corporation, you want experienced professionals to help you prepare for life’s uncertainties. Hardenbergh Insurance Group offers personal and business insurance, as well as group and individual benefits. Our policies include automobile, homeowners, liability, workers’ compensation, medical and more. A PROUD TRADITION The Hardenbergh Insurance Group has been a family owned and operated company for three generations. In over 60 years of business in the Delaware Valley we have focused on insuring futures of both business and families. The tradition and culture created in 1954 still continues today. OUR MOST IMPORTANT ASSET At Hardenbergh we use our 60 years of experience in the insurance industry and leading-edge technology to provide a strategic plan to best meet the needs of our clients. Our staff expertise extends to all varieties of insurance coverages and allows us to keep pace in this continually evolving industry. Our unique culture has enabled us to quickly adapt our services to satisfy our customers. A SUPERIOR LEVEL OF SERVICE Our agency provides the best solutions for your insurance and risk management planning. We utilize the industry’s top providers, and our dedicated staff creates cost effective, tailored service plans to protect your families and your financial and business goals. We are proactive for you, year round, which is the best strategy for your success.

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.

Lyons Insurance Agency is a renowned local insurance consultant based in Wilmington, Delaware. With an impressive track record, they have established themselves as experts in providing tailored insurance solutions to clients across various industries and business sizes. One notable example of their expertise lies in their collaboration with Community Transit of Delaware County Inc, a prominent employer in the interurban and rural bus transportation sector. Lyons Insurance Agency worked closely with the company's HR and finance team to develop a comprehensive healthcare plan that met the unique needs of their 70 members. This included setting up a specialized HMO plan, PBM services, and a drug plan. The agency's proficiency extends beyond the transportation industry, as they have gained substantial experience working with self-funded employers across different sectors. Their in-depth knowledge of pharmacy benefit managers (PBMs) and other specific pharmacy providers further enhances their ability to deliver customized insurance solutions. Lyons Insurance Agency's client portfolio encompasses a wide range of businesses, including large, midsize, and small employers such as I.G. Burton and Company Inc, M. Davis and Sons, Inc., Two Farms Inc Royal Farms, and Apex Mechanical & Fabrication Inc. They extend their services to clients in Delaware, Pennsylvania, New Jersey, Connecticut, and Maryland. With an impressive M Score, Lyons Insurance Agency stands out due to their extensive experience and expertise across industries, client sizes, and product offerings. Their specialization in automobile dealers, building equipment contractors, and specialty trade contractors showcases their deep understanding of these sectors. For businesses seeking comprehensive insurance solutions and exceptional expertise, Lyons Insurance Agency's Wilmington office is the ideal choice. Their commitment to providing tailored insurance plans and exceptional customer service sets them apart as a leading insurance consultant in the region.

Sterling Benefits, LLC is an employee benefits firm that provides expertise to employer groups of all sizes in both the public and private sector. We employ a dedicated and experienced team of professionals in Sales, Service, HR Compliance and Claims Adjudication and continually strive to educate our clients on how best to manage their programs in today's complex insurance environment.