A&B Agency, located in Albany, NY, stands out as a notable insurance broker, particularly for employer benefits buyers. This larger office is part of a local brokerage firm, distinguished for its adept handling of midsize employers. Their expertise shines in catering to self-funded clients, offering tailored support to both local and regional employers. A key strength of A&B Agency is their profound knowledge and experience across various industries. They boast remarkable expertise in educational services, retail trade, and specialty food retailers, setting them apart in the insurance brokerage sector. Their portfolio of top clients is a testament to their capability and diverse service range. Bread Alone, a significant player in the specialty food retailers industry, with over 160 participants, benefits from their services. Similarly, Excelsior College Health Insurance Plan, operating in the educational services sector with more than 330 participants, and Tower Products from the retail trade industry with upwards of 190 participants, are also among their esteemed clients. This agency's ability to handle complex insurance needs for a variety of industries signifies their adaptability and comprehensive understanding of different market dynamics. Their approach is not one-size-fits-all but rather a nuanced and customized strategy that aligns with the specific requirements of each client. For employer benefits buyers, A&B Agency in Albany presents a compelling option, combining extensive industry experience, a strong local presence, and a proven track record of effectively managing the insurance needs of midsize employers across diverse sectors.

Crescent City Benefits, located in Washington, D.C., stands out as a proficient insurance broker specializing in employer benefits. As a part of a local brokerage firm, they have developed a strong footing in the region, offering expert services primarily in medical and ancillary benefits. Their expertise is particularly notable among midsize employers, showcasing a deep understanding of the unique needs and challenges this segment faces. This office has established a robust portfolio with significant experience across diverse industries. Notably, they have excellent expertise in sectors like management, scientific, and technical consulting services, computer systems design and related services, and the religious, grantmaking, civic, professional, and similar organizations. These skills are evident in their top customers, which include notable firms like Attain Consulting Group (formerly Attain), based in Virginia with over 400 participants. This company operates in the management, scientific, and technical consulting services industry, benefiting greatly from Crescent City Benefits' tailored solutions. Another key client is Decisions, a player in the computer systems design and related services industry, also based in Virginia. With over 200 participants, their partnership with Crescent City Benefits underscores the broker's capability in handling complex benefit needs in the tech sector. Additionally, the broker serves the Legal Services Corporation, an entity within the religious, grantmaking, civic, professional, and similar organizations industry, based in D.C., with more than 110 participants. This relationship highlights their versatility and ability to cater to varied organizational structures and requirements. Overall, Crescent City Benefits’ blend of local insight, industry-specific expertise, and a commitment to midsize employers makes them a valuable partner for businesses seeking comprehensive and customized insurance and benefits solutions.

HRI Associates is a boutique firm specializing in providing exceptional service to a small number of clients. Through our literal handholding as well as our state of the art technological products, we provide a level of service to our clients and their employees that most have never experienced. Established in 1953, we have served the businesses and families of Northern Virginia and metropolitan Washington DC for 58 years. We are proud to be an owner, partner and local office of Keystone Insurers Group, which was just recognized by Insurance Journal magazine as the 5th largest privately owned insurance agency in the nation. With almost $2 billion in premiums written and more than 200 offices we have the resources to handle the largest most diverse national and international accounts as well as our own local service staff within our office in Herndon, VA to provide personal and professional service. Our primary objectives are: • to be honest and fair in all our dealings, • to be interested in people and their problems; • to treat our client’s needs as if they were our own.

Benchmark Benefits LLC, based in Roanoke, VA, offers a comprehensive approach to employee benefits, specializing in medical and ancillary benefits for local and regional employers. Their expertise is evident in their handling of significant clients like Mkg Operations, a prominent player in the restaurants and eating places industry in Virginia, with over 110 participants. At the core of Benchmark Benefits LLC's philosophy is the provision of personal, straightforward customer service tailored to the specific needs of their clients. They recognize the diverse options available in the employee and group benefits market, which drives their commitment to offering customized solutions. This includes a free, powerful benefits-administration software package, ensuring that business customers are equipped with the necessary tools to efficiently manage their benefits. Distinguished by their approach to customer service, Benchmark Benefits LLC ensures that all clients have direct access to live customer service professionals, avoiding the frustration of automated phone systems. This emphasis on human interaction underlines their role as a sounding board, problem solver, and business partner to their clients. They stand out in their field by offering real-time support and guidance, fostering a relationship that extends beyond the typical client-broker dynamic. Understanding the importance of benefits and insurance decisions, Benchmark Benefits LLC is dedicated to assisting their clients in making informed choices. They offer a free, no-obligation consultation to prospective clients, demonstrating their commitment to finding the best possible solutions for each unique situation.

Insurance Marketplace is a leading insurance broker based in Fairfax, Virginia. With a prime office location, they have established themselves as a trusted consultant in the local insurance market. Their exceptional work with DSFederal Inc, a prominent employer in the management, scientific, and technical consulting services industry, exemplifies their expertise. Collaborating closely with DSFederal Inc's HR and finance team, Insurance Marketplace successfully implemented a tailored self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan. Their ability to understand and address the unique needs of DSFederal Inc's 120 members highlights their proficiency in working with self-funded employers and their extensive experience with HMOs, PPOs, PBMs, and pharmacy providers. Insurance Marketplace's impressive client portfolio includes large, midsize, and small employers such as Advantage SCI, Community Residences Inc, DS Smith North America Packaging and Paper, and Fam Construction, Llc. Their services extend beyond Virginia, serving clients across Maryland as well. Renowned for their comprehensive expertise, Insurance Marketplace boasts one of the highest M Scores achievable, reflecting their wide-ranging experience and proficiency in various industries and product offerings. They excel in providing insurance solutions to management, scientific, and technical consulting services, educational services, and computer systems design, among other sectors. As a local insurance consultant, Insurance Marketplace is committed to delivering exceptional service and tailored insurance solutions to meet the diverse needs of their clients. Their extensive experience, strong industry knowledge, and strategic partnerships enable them to consistently provide top-notch insurance consulting services in the Fairfax area and beyond.

Summit Group of Virginia, an Alera Group Company, is not your typical “one size, fits all” financial advisory firm. We’ve built our business on the idea of thinking differently... on breaking the status-quo and believing there is always room for innovation and improvement. Through independent advice, diverse expertise, and our drive to help create better outcomes for our clients, we deliver modern solutions to help simplify some of life’s complex challenges. Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products such as individual financial consulting, wealth management, corporate 401(k) consulting, group insurance benefits, and executive benefit design, all under one roof. Our firm’s style and structure allow us to maintain close, trusting relationships with our clients while providing services and expertise on a national scale. Our clients span from coast-to-coast and our partners are frequently asked to speak and advise on industry panels across the country. All this with one goal in mind – helping create better outcomes for our clients. Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and Summit Group of Virginia, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.